HomeMy WebLinkAbout12-20-13 (2) 1505610105
REV-1500 EX(o2-11)(FI)
OFFICIAL USE ONLY
PA Department of Revenue pennsytvania
Bureau of Individual Taxes .......... i
°`.� ` County Code Year File Number
NHERITANCE TAX RETURN
PO BOX i
Harrisburgurg,,PA PA 17128-0601 RESIDENT DECEDENT Ill. W
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
._.................................................................................-..........
10/01/2010 111/21/1948
Decedent's Last Name Suffix Decedent's First Name MI
... .... .....
Haldeman Michael R
....... ..... ..... .... .. .........
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
_..
.................... ..............
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
_,,„,.,,_........_..............._,,„,,,,..____,,,..___.___...._.. ..._. REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
C§D 1.Original Return O 2.Supplemental Return O 1 Remainder Return(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate O 7.Decedent Maintained a Living Trust U 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
,Nathan C Wolf, Esquire (717)241-4436
RETOF WILL�TE OWY C:>
First Line of Address I-- fV f rt rat
Wolf&Wolf U, :;0 o
.._..........................................................-.___..__._..........................._............._.....--........___...._................_......._......_..._........................._.........---.............._.___............................................................. - "t9
Second Line of Address C") (� ”—
10 West High Street o ry
_.....,__...............__...._..._ ..._ _.,,.. -.-.-, .....,__ ., -DATE FILED �
City or Post Office State ZIP Code
- -......, ......
i Carlisle A `17013
_------- ...�.__..._.,.- _ 0. _ ._ __.1111,,
Correspondent's e-mail address: nathancwolf @embargmail.com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN A F,P R ON RESP NSIBLE FOR FILING RETURN DATE
¢ #P)J 'o9od-- rc3
ADDRES &l
45 W st Baltimore Street, Carlisle, PA 17013
SIGNATURE OF PREP O HER THAN REPRESENTATIVE JDATE
ADDRESS
10 West Hig reet rlisle, PA 17013-2922
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105
1505610205
REV-1500 EX(Fl)
Decedent's Social Security Number
_._ _... _
Decedent's Name: Michael R. Haldeman
RECAPITULATION
1. Real Estate(Schedule A). ......... .......... ...................... ... 1. 144,145.38
2. Stocks and Bonds(Schedule B) ............... .. ................ .. .... 2.
I
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . .... 3.
4. Mortgages and Notes Receivable(Schedule D)....... ....... . ....... ..... 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). ...... 5. 13,615.43 ,
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ... .... 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested... ..... 7. f
8. Total Gross Assets(total Lines 1 through 7). .. .......... ........ .. ...... 8. 157,760.81
9. Funeral Expenses and Administrative Costs(Schedule H)........... ....... . '9. 12,688.80
�rrr �a
3
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)........ ....... 10' 610.97
11. Total Deductions(total Lines 9 and 10)...... .. . ....... . .. ........... ... 11. 13,299.77
12. Net Value of Estate(Line 8 minus Line 11) .. .. .......................... 12. 144,461 04
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ....... .. ......... ...... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) ..... ............... .... 14. 144,461.04
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0_ 15.
16. Amount of Line 14 taxable
at lineal rate X.0 45 72,230.52 16. 3,250.37 i
17. Amount of Line 14 taxable ! � "
at sibling rate X.12 17.
18. Amount of Line 14 taxable 72,23052 10,834.58
at collateral rate X.15 . 18. q�ry I
19. TAX DUE ...... .................. .. . ..... ............ .......... . .. 19.
14,084.95
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1505610205 1505610205
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Michael R. Haldeman
STREET ADDRESS
901 Longs Gap Road
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 14,084.95
2. Credits/Payments
A.Prior Payments 8,000.00
B.Discount 741.31
Total Credits(A+B) (2) 8,741.31
3. Interest
(3) 395.67
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 5,739.31
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.......................................................................................... ❑ 0
b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N
c. retain a reversionary interest.............................................................................................................................. ❑
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 0
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation? ........................................................................................................................ ❑ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(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 return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(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.
REV-1502 EX+(11-08)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Michael R. Haldeman 21-10-1007
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1 901 Longs Gap Road,Carlisle,PA 17013(Fractional Interest of whole-see attachments) 126,520.38
2. Spring Garden Street,Carlisle,PA 17013(1/4 interest-see attached Assessment Data) 8,250.00
Decedent is a 1/4 beneficiary of the Estate of Richard Haldeman,property is included herein
at assessed vallue(26,400)multiplied by CLR(1.25 for DOD)and then divided by 4.
'Estate of Richard Haldeman is Estate Number 21-06-0738'""
3 Baltimore Street,Carlisle,PA 17013(1/4 interest-see Attached Assessment Data) 9,375.00
Decedent is a 1/4 beneficiary of the Estate of Margaret Sisson property is included herein
at assessed vallue(30,000)multiplied by CLR(1.25 for DOD)and then divided by 4.
"`Estate of Margaret Sisson is Estate Number 21-09-0451"`
TOTAL(Also enter on Line 1, Recapitulation.) $1 ^� 144,145.38
If more space is needed,insert additional sheets of the same size.
REV-i5o8 EX+(o8-i2)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Michael R. Haldeman 21-10-1007
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Members 1st Federal Credit Union-Savings Account — — -- 9,531.20
2. Members 1st Federal Credit Union-Checking Account 724.17
3. 1996 Subaru Legacy LS Wagon-Kelley Blue Book Value 2,035.00
4. M&T Bank-Direct Checking 291.25
5. USAA -Refund _33.81
6. Miscellaneous Personal Property 1,000.00
i
TOTAL(Also enter on Line 5, Recapitulation) $ 13,615.43
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
� a pennsylvania
SCHEDULE H
J DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Michael R. Haldeman 21-10-1007
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
;Hoffman Roth Funeral Home&Crematory,Inc 2,098.43 M
i
_.
::,.....,..... �,._.... .,,.,..._... .............�... ............. .,:... :.........,......,,.... .,,...._._._.___...'w^____,...,,....,,:.......,...,�.,.,,,...,.......,,,,._..,......._. ..,._,.,,.._.. .��� ����_I .,. ,, ,.-mss,--: ..:;._r�
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
8
2. Attorney Fees:
020.00
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: 277.50 '
5. Accountant Fees: - 31
6. Tax Return Preparer Fees:
7. `Cumberland Law Journal Legal Advertising V 75.00-
:...........,,,:._ ,,...,., :-.._,_... :::::. ...,.�............ ,....«.,......... ...................«.mom.,...,.......,.....,..... .. ...�..:...........:,,,.,,.. ..
s ,The Sentinel-Legal Advertising 176.92
9i Sovereign Bank Estate Checks 25.95
Register of Wills Inheritance tax return _ 15.60
...�_
11,
12' Reserve for outstanding expenses 2,000.00
TOTAL(Also enter on Line 9, Recapitulation) $ 12,688.80
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-08)
QU-pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Michael R. Haldeman 21-10-1007
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. York Wast Disposal F.w.w.r�r 48.54
F-2] D&D Septic Toilet Rentals �r 235.00
[�3 rrMww.w.rrrr��wi
IMS Hershey Medical Center 172.43
F _]4 wwwwwwrr�rrwwasemwnm
Carlisle Propane Company 155.00
F-1 F
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El .r...r�.�w.r.�
F] I
L rrwwMrrrrrw
�rrrrrrrrtf
..rrww�r.
��irrrirrrnwrwrw�
MrwwwrrwMwwwMwwiMwwwrrrwwwww�iwi
F-1
F-1
F-1
El I
n��rwrwrr�
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. �rrr�_�rrrrw
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wwaw
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El '. wrrwrww
TOTAL(Also enter on Line 10, Recapitulation) $ 610.97
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Michael R. Haldeman 21-10-1007
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. iRosita Haldeman 45 W.Baltimore Street,Carlisle,PA 17013 Former Spouse 50%of Residue
2i Heidi Haldeman 8101 W Flamingo Rd Unit 1072 Las Vegas,NV 89147 Daughter 50%of Residue .
I
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F s
,
�_� ,,,: :..-_. __ ".. � —•--�--.,..�,....,, f �� ,.�^�..—rte,...:
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1. I
..._.,,,...
I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
g ,
1
Yj
�....,.»� -..e _......m.....,,..®..._.,.......,»,............,.�..»,,.,»...«.».........,«..,...,».wmm................... ....�.w..-..,,,,,,..w.—..,,�........,,,,,.,.—......,,.ma..._ e ,.} C..mss'.
ggp
I
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i
�................. L,,,,.�...,:,:. a ..:.:u.�. ..ruNVw..�."....:a,,..,,,,.-->.,,...�... emu,,,:". ,.,..Po.e,,.,,,,::.,,.-, .,_,ox,..,—,,.>.,, �,.w».+«.:�r.,m�,«»»,, •�"":' '�- -
....................
4
TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ A F
If more space is needed,use additional sheets of paper of the same size.
LAST WILL AND. TESTAMENT
OF
MICHAEL R. HALDEMAN
I, Michael R. Haldeman, of North Middleton Township,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament and revoke all Wills and Codicils previously made
by me .
ITEM I : I direct that my legally enforceable debts and
funeral expenses, together with the expenses of the
administration of my estate shall be paid from my residuary
estate as soon -as practicable after my decease, as a part of the
expense of the administration of my estate .
ITEM II : I devise and bequeath all of my estate of every
nature and wherever situate as follows :
A. One-half thereof unto my friend and companion
Rosita M. Haldeman, provided she shall survive me by thirty (30)
days . Should Rosita M. Haldeman predecease me or die on or
before the thirtieth day following my death, her share shall
lapse and be added to the share for my daughter Heidi M.
Haldeman.
B. One-half therefore unto my daughter, Heidi M.
Haldeman, provided, however, that should my said daughter
predecease me or fail to survive me by thirty (30) days, her
share shall be distributed to her issue, per .stirpes, living on
the thirty-first day following my death. Should Heidi M.
Haldeman predecease me or die on or before the thirtieth day
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testator, was on the date thereof, signed, published and declared
Michael M. Haldeman, the Testator therein named, as and for his
last Will, in the presence of us, who, at his request, in his
presence and in the presence of each other, have subscribed our
names as witnesses hereto.
l
-3-
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, Michael M. Haldeman, Bonnie L. Coyle, and Rosita M.
Haldeman, the Testator and the witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument. as .his last Will and
that he had signed willingly, and that he executed it as his free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witness and that to the best of
his/her knowledge the Testator was at that time eighteen years of
age or older, of sound mind and under no constraint or undue
influence .
Testator
<nj Ct �p���ct�j'J
Witness
Witness
Subscribed, sworn to and acknowledged before me by
Michael M. Haldeman, the Testator, and subscribed and sworn to
before me by Bonnie L. Coyle and Rosita M. Haldeman, witnesses,
this /;t�'— day of November, 2006 .
No Public
NOTARL41 SERI.
-4- DAL.E F SHUGHART NOTARY PUBLIC
CARLISLE BORO CUMBERLAND COUNTY PA
MY COMMISSION EXPIRES JANUARY 8,2008
MARTSONN DEARDORFF WILLIAMS. OTTO GILROY & FALLER
X4APT SON WILLIAM F.MARTSON DAVID A.FrrrsIMONS
JOHN B.FOWLER III CHRISTOPHER I-.RICE
LAW OFFICES DANIEL K.DEARDORPF JENNIFER L.SPEARS
THOMAS J.WILLIAMS* SETH T.MOSEBEY
IVO V.0-170 111 KATIE J.MAxWEI.L
lO BAST HIGH STREET HUBERT X.GILROY R.C.VANLANDINGHAM
CARLISLE.,PENNSYLVANIA 17013 GEORGE B.FALLER JR.*
TELEPHONE (717)243-3341 "BDARD CERTIFIED CIVIL TRW.SPECIALIST
FACSIMILE (717)243-1850
INTERNET wwwmartsonlawcom
August 20, 2013
HAND DELIVERED
Nathan C. Wolf, Esquire
WOLF & WOLF
10 West High Street
Carlisle, PA 17013
RE: Richard W. Haldeman Estate - Our File No. 12144.1
Dear Nathan:
Enclosed-is a check from our Trust Account in the amount of$126,520.38, composed of
$75,000.00 per the Agreement dated August 13, 2013,executed by the Executrix and beneficiaries,
of the above Estate,and an additional sum of$51,520.38,in partial distribution of one-fourth of the
Estate residue. Enclosed is a settlement sheet from the sale, along with a spreadsheet showing the
distribution to Michael's Estate and the residue calculation,as well as a Release for execution by the
Executrices of the Michael R.'Haldemen Estate. An envelope is provide for return of the Release
to our office. '
We expect to prepare and file Estate income tax returns which will show a gain on the sale
of the real estate,amounting to some $90.000.00, or $22.500.00 per distributee. The gain will be
taxable-to the distributees, with tax due accordingly.
Thank you for your assistance with these matters, and please let us know if you have any
questions or concerns.
Very truly yours,
MA LAW OFFICES
No V. Otto III
IVO/vlo
Enclosures
F:\F1LES\Clients\12144 Haldeman\l 2144.1.m.1.wpd
INFORMATION • ADVICE' • ADVOCACY SM
CODICIL PO
� t Mill an.b C)TImUmInd
of
RICHARD W. HALDEMAN
I, RICHARD W. FALDEMAN, a resident of Pasco County,
Florida, do hereby make, publish and declare this to be the
i ?irst Codicil to my Last Will and Testament executed by ne on
February 25, 1982.
FIRST: I do hereby make the following revisions in
the names and addresses of the beneficiaries named in my Last
Will and Testament:
(a) PIy son, JEFFREY HALDEMAN
71.0 U. Pine Street
Lancaster, PA 17604
(b) My son, MICHAEL HALDEMAN
c/o Mr. and i.rs. Teodoro Mut.ia
3946 Requina Village, John Bosco Dist.
mangagoy, 3islig, Surigao del Sur 8016,
Philippines
(c) viy daughter, MOLLY J0 RESSLER
14 Allen Dale Drive (Walnut Terrace)
Carlisle, PA 17013
(d) 'Iy daughter, JULIE ANN ,MARCH
(formerly Haldeman)
44 "E" Street
Carlisle, PA 17013
(e) my step-daughter, TERRI HOOD
(formerly Kelly)
Route 2, Sox L51
Crystal River, FL 32629
(f) My step-daughter, BUNNY SAPP
(formerly Cough)
3519 S. 85th E. Ave.
Tulsa, OK 74145
(g) i4y step-daughter, RITA CARR
9752 W. Arms Drive
Crystal River, FL 32629
SECOND: I do hereby amend paragraph Sixth of my Last
Will and Testament, as follows:
"I hereby make, constitute and apcoint my wife,
.JANET N. HALDEMAN, 4, Personal Representative of this my Last
Will and Testament. In the event my wife, JANET N. HALDEMAN,
predeceases ;ne or is unable or unwilling to serve as such
Pago One of Three Page Codicil
R.W.H.
i
(
Personal Representative, then and in that event, I hereby
make, constitute and appoint my daughter, MOLLY JO RESSLER,
whose address is 14 Allen Dale Drive (Walnut Terrace) ,
Carlisle, PA 17013, as Personal Representative of this my
Last will and Testament. I excuse my Personal Representative
from giving bond for the faithful performance of her duties
as Personal Representative. I confer upon my Personal
Representative full power and authority to sell any part or
all of my estate and property at public or private sale, with
or without notice, as she may deem best and to apply the
proceeds of such sale to the same uses as hereinbefore set
out in the several items of this my Last Will and Testament.
This she may do without the order of any court. "
In all other respects, I ratify and confirm all of the
provisions of my Last mill and Testament dated February 25,
1982.
IN WITNESS WHEREOF, I sign, seal, publish and declare
this instrument to be the First Codicil to my Last Will and
Testament, in the presence of the persons witnessing it at
my request, this ' day of .1986.
RICHARD W. HALDEMAN
The .Foregoing instrument, consisting of three (3) pages,
including the last page signed by the Testator and witnesses
before a '7at..s y Pilh.lic, was signed, sealed, published and
declared by RICHARD W. HALDEMAN, the 'testator, to be the
First Cod.i�.il to his Last will and Testament, in our
presence, and we, at his request and in his presence, and in
the presence of each other, have hereunto subscribed our
names as witnesses, this `" day of
1986.
Page Two of three Page Codicil
i
I
I
i
-- of �' New York.
of / l �%�,, L� , New York.
STATE OF NEW YORE:
COUNTY OF
We, RICHARD W. HALDENAN :!:%?. �.
h i
and ( %t)/;, � ��f",i.7_�,,c.- , the Testator and the
witnesses, respectively, being first duly sworn, do hereby
declare to the undersigned officer that the Testator signed
the instrument as the First Codicil to his Last Will and
Testament, and that he signed voluntarily and that each of
the witnesses in the presence of the Testator, at his
request, and in the presence of each other, signed the
Codicil as a witness, and that to the best of the knowledge
of each witness, the Testator was at that time eighteen or
more years of age, and of sound mind and tinder no constraint
or undue influence.
RICHARD W. HALDEMAN, Testator
� 1
Witness
Witness
Subscribed and acknowledged before me by RICHARD W.
HALDEMAN, the Testator, and subscribed and sworn to before me
by and
t L?e-the witnesses, on "«,._ :�' .�" , 1986.
Notary PNbl.ic f
iMy Commission Expires: '
Page Three of Three Page Codicil
I �
� t ill aubt UT an-tritt
OF
RICHARD W. HALDEMAN
IN THE NAME OF GOD, AMEN.
I, RICHARD W. HALDEMAN, being of sound and disposing mind
and memory and aware of the uncertainties of this frail and transi-
tory life and of the certainty of death, do hereby make, ordain,
publish and declare this my Last Will and Testament, hereby revoking
' all other Wills and Codicils by me heretofore made.
FIRST: In the event my son, MICHAEL HALDEMAN, shall
survive me, then and in that event I give and devise to my said son,
. MICHAEL HALDEMAN, whose address is 901 Long!sGap Road, Route 2,
Carlisle, Pennsylvania, 17013, the following described real
property lying and being situate in Cumberland County, Pennsylvania,
, to-wit:
Approximately two (2) acres together with
the farm house (901 Long'sGap Road, Carlisle,*
Pennsylvania) which two acres will have
200 feet frontage on Long'sGap Road with a
depth of 450 feet and is a part of the
following described lands lying and being
situate in the Township of North Middleton,
Cumberland County, Pennsylvania, more
particularly described as:
Beginning at a point (a spike) in the center
of the road locally known as the Long's Gap
Road, which point is in the center of a
private lane and also is a corner of lands
belonging to George H. Reed; thence along
the center of said private land and lands
of George H. Reed, North 46°45' East, a
distance of 1063.25 feet to a stone; thence
still along lands of George H. Reed, North
46°45' East, a distance of 643.50 feet to a
point (a stone) ; thence along lands, now or
formerly, of Annie E. Cornman, the following
courses and distances, to-wit: South 39°15'
East, a distance of 231 feet to a point (post) ;
North 65° East, a distance of 655.05 feet to a
point (stone) ; k:orth 37°44' :lest, a distance
of 33 feet to a point (stone) ; thence alon;
land of Leiland W. Speck, the following courses
and distances; to-wit: North 43° East, a
distance of 531.30 feet to a point (a pine) ;
South 29°15' East, a distance of 569.25 feet
to a point (stone) ; thence along lands of
Ric and W. Haldeman
J. Marlin Stine, the following courses
and distances, to-wit: South 42 045'
West, a distance of 539.55 feet to a
point (post) ; South 41°45' West, a
distance of 726 feet to a point (stone) ;
thence along lands of T. A. Miller North
23° West, a distance of 107.25 feet to a
point (stone) ; thence along lands of T.
A. Miller and lands of Arthur Klingler,
South 54° West, a distance of 623.70
feet to a Red Oak; thence through the
center of said Red Oak and along lands
of the said Arthur Klingler, the following
courses and distances, to-wit: South
46° West, a distance of 354.75 feet to a
point (stone) ; South 43° West a distance
of 661.45 feet to a point (a spike) in
the center of the Long's Gap Road; thence
along the center of said Long's Gap Road
North 40°34' West, a distance of 650 feet
to a point (a spike); thence still along
the center of said Long's Gap Road, North
38°20' West, a distance of 298.90 feet to
a spike, the place of Beginning. Containing
51.828 acres in accordance with a survey
made by Thomas A. Neff, Registered Surveyor,
June 4, 1968.
for him to have and to hold the same absolutely and in fee simple
for himself and his heirs forever.
SECOND: After the exclusion of the house and two acres
in Cumberland County, Pennsylvania, as set forth above, in the event
my children survive me, I give and devise the remaining lands above
.described to my four children, to-wit:
JEFFREY HALDEMAN, whose address is
11 Carol Street, Frewsburg, New
York, 14738;
MICHAEL HALDEMAN, 901 Long's Gap Road,
Route 2, Carlisle, Pennsylvania, 17013;
MOLLY JO RESSLER, 23 Bluff Road,
Thorndale Valley Apartments,
Thorndale, Pennsylvania, 19372; and,
JULIE ANN HALDEMAN, P. 0. Box 141,
Wellsville, Pennsylvania, 17365;
in equal shares, share and share alike, for them to have and to hold
the same, absolutely and in fee simple for themselves and their
heirs forever.
THIRD: In the event my children survive me, then and in
that event, I give and devise the following described property
Richard W. Haldeman
Page Two of Six Pages
J
lying and being situate in Cumberland County, Pennsylvania,
partly in the Borough of Carlisle and partly in South Middleton
Township, to-wit:
Beginning at an iron pipe, which pipe is
located 200 ft. South 20° West of an iron
pipe on the South side of Baltimore Street
and 300 ft. South 70° East of an iron pipe
in the middle of Spring Garden Street,
said pipe comprising the extreme Southeast
boundary of lands conveyed to Richard W.
Haldeman and Margaret T. Haldeman by
Deed dated October 6, 1956, and recorded
in Book L 17, page 71; thence on the line
of lands now or formerly owned by Eugene
W. Romberger and wife, North 70° West 140
ft. ; thence North 200 East 100 ft. ; thence
South 70° East 140 ft. ; thence South 20°
West 100 ft. to an iron pipe, the place
of beginning. Containing 14,000 square
feet, more or less.
,to my four children: JEFFREY HALDEMAN, MICHAEL HALDEMAN, MOLLY JO
i
RESSLER and JULIE ANN HALDEMAN, in equal shares, share and share
i
alike, for them to have and to hold the same, absolutely and in
fee simple for themselves and their heirs forever.
FOURTH: In the event my wife, JANET N. HALDEMAN, shall
.survive me, then and in that event I give, devise and bequeath all
,the rest, residue and remainder of my estate and property, whether
;real, personal or mixed, wherever the same may be located that I
r
might own at the time of my death or to which my estate might
;become entitled after the time of my death, to my wife, JANET N.
HALDEMAN, for her to have and to hold the same absolutely and in
fee simple for herself and her heirs forever.
FIFTH: In the event my beloved wife should not survive me
or if we should die under such circumstances as to make it uncertain
i
which of us predeceased the other, then and in that event I give,
'devise and bequeath all the rest, residue and remainder of my estate
and property, whether real, personal or mixed, wherever the same may
be located that I might own at the time of my death or to which my
estate might become entitled after the time of my death, to my
Richard W. Hal eman
Page Three of Six Pages
children and step-children, to-wit:
My son, JEFFREY HALDEMAN, whose
address is 11 Carol Street, Frewsburg,
New York, 14738;
My son, MICHAEL HALDEMAN, whose address
is 901 Long's Gap Road, Route 2,
Carlisle, Pennsylvania, 17013;
My daughter, MOLLY JO RESSLER, whose
address is 23 Bluff Road, Thorndale
Valley Apartments, Thorndale, Pennsylvania,
19372;
My daughter, JULIE ANN HALDEMAN, whose
address is P. 0. Box 141, Wellsville,
Pennsylvania, 17365;
My step-daughter, TERRI KELLY, whose
address is 706 West 49th Street, #14,
Tulsa, Oklahoma, 74107;
I My step-daughter, BUNNY COUGH, whose
address is 8932 East 17th Street,
Tulsa, Oklahoma, 74112; and,
My step-daughter, RITA CARR, whose
address is Box 748-6, Route 2,
Crystal River, Florida, 32629;
in equal shares, share and share alike, for them to have and to hold
.the same, absolutely and in fee simple for themselves and their
heirs forever.
SIXTH: I hereby make, constitute and appoint my wife,
I
JANET N. HALDEMAN, as Personal Representative of this my Last Will
and Testament. In the event my wife, JANET N. HALDEMAN, predeceases
I
me or is unable or unwilling to serve as such Personal Representative,
then and in that event, I hereby make, constitute and appoint my son,
.JEFFREY HALDEMAN, whose address is 11 Carol Street, Frewsburg, New
York, 14738, as Personal Representative of this my Last Will and
Testament. I excuse my Personal Representative from giving bond
for the faithful performance of her or his duties as Personal
Representative. I confer upon my Personal Representative full power
and authority to sell any part or all of my estate and property
at public or private sale, with or without notice, as she or i:e may
.deem best and to apply the proceeds of such sale to the same uses as
Richard W. Haldeman
Page Four of Six Pages
hereinbefore set out in the several items of this my Last Will and
Testament. This she or he may do without the order of any court.
SEVENTH: Notwithstanding the fact that my wife is this
day making a similar Will, we have agreed and it is our common
understanding and intent that the survivor of us shall have the right
to change the survivor's said Will, to revoke the same, cancel or
amend it, or the survivor may allow said Will to stand. The making
of these two Wills simultaneously shall not be construed as to
prevent the survivor from making any change, alteration or revocation
of the survivor's Will that the survivor might desire.
EIGHTH: I give and devise such of my tangible personal
property to those persons designated in a separate writing in exis-
tence at the time of my death which is signed by me and which
describes the items and the devisees with reasonable certainty.
NINTH: All bonds, bank accounts, building and loan
accounts, and all other similar property, and any real estate which
I may own at the time of my death in the name of myself and/or of
any other person, and which are payable on my death to such other
;person, shall be the sole property of such other person, and my
I
Personal Representative or her or his successors shall make no claim
against such other person on account thereof.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed
my seal at Dade City, Pasco County, Florida, this day of
February, A. D. 1982.
.a
. r
(SEAL) .
RICHARD W. HALDE�fAN
The foregoing instrument consisting of six (6) typewritten
pages (including the page following this page), each page identified
by the signature of the Testator, was subscribed, published and
Page Five of Six Pages
declared by the above named Testator to be his Last Will and Testa-
ment in the presence of us who in his presence, at his request, and
in the presence of each other, have hereunto subscribed our names as
witnesses. We further declare at the time of the execution of this
instrument, said Testator was, according to our best knowledge and
belief, of sound and disposing mind and memory and under no constraint.
Dated at Dade City, Pasco County, Florida, this day of
February, A. D. 1982.
Witness Address
t
-Witness Address
fitness. I I Address/
Richard Kichard W. Haldeman
Page Six of Six Pages
— RICHARD W. HALDEMAN _ GEORGE C. DAYTON
_REBA E. MILLER
c' .. . .. or
i, "is
ra _
.i}. ..'c. ';.?"!..",r?.. 7.,:.. ,'7�. �(iCi1 ',✓�`,..?Src, -•P' .. ;�---�Or - _ -- - ,i
RICHARD W. HALDEMAN, Testator
may......... .-- -
r -
—RICHARD W.—HALDEMAN "' - -,_ -V-.or
- GEORGE C. DAYTON
CYNTHIA S. RYAN _.. REBA E. MILLER
2.
...--------- form HUD-1(3186)MI Handbook 4305 2
` A. Set'clement Statement U.S.Department of Housing and Urban Development
o' S.Type of Loan OMB Approval No.2502-0265
1. (]FHA 2. ❑FmHA 3. QConv.Unins. 6,File Number 7.Loan Number 8.Mortgage Insurance Case Number
4, VA 5. ❑Conv.lns. 13.125
is orm is rnis e o give you a s a amen o ac ua se amen co$a Amounts psi o an y e settlement agent are$own.
C.Note: Items marked"(p o C.)"were peso outside ate closing:they are shown here for information purposes and are not included in the totals. TltieEXpress`Settlement System
WARNING it is a crime to knowingly make false statements to the United States on this or any other similar form.Penalties upon
conviction can include a tone and imprisonment.For dafads see Tine 18 U S Code Section 1001 and section 1010. Printed 08/1412013 at 10:03 MAC
0.NAME OF BORROWER: Tiday Property Mgt LLC
ADDRESS: 2 West Mulban Hill Road Carlisle PA 17013
E.NAME OF SELLER: Estate of Richard Haldeman
ADDRESS: 55 Boilerive Acres St.Louis Mo 63121
F.NAME OF LENDER: Mid Penn Bank
ADDRESS: 349 Union Street Millersburg.PA 17061
G.PROPERTY ADDRESS: 901 Longs Gap Road,Carlisle,PA 17015
North Middleton Township
H.SETTLEMENT AGENT: The Law Office of Andrew H.Shaw,PC,Telephone:717.243.7135
PLACE OF SETTLEMENT: 200 S.Spring Garden Street Suite 11 Carlisle PA 17013
I.SETTLEMENT DATE: 0811512013
J.SUMMARY OF BORROWER'S TRANSACTION: K.SUMMARY OF SELLER'S TRANSACTION:
100,GROSS AMOUNT DUE FROM BORROWER 400.GROSS AMOUNT DUE TO SELLER
101. Contract sales Dn ce 315,000-00 401. Contract sales price 315 000.00
102. Personal property 402, Personal property
103, Settlement charges to borrower fine 1400 6,735.00 403.
104. 404,
105. 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. City/town taxes 406. City/town taxes
107. County taxes 0811511302J311`13 12!31113 178.35 407. County taxes 08115113 tG 12131113 178.35
108. School taxes 08115113 to 06130114 1,709.04 408. School taxes 08115113to06130114 1,709.04
109. 409.
110. 410.
111, 411,
112. 412.
120.GROSS AMOUNT DUE FROM BORROWER 1 323 622.39 420.GROSS AMOUNT DUE TO SELLER 316 887.39
200.AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500,REDUCTIONS IN AMOUNT DUE TO SELLER
201, De sit or earnest money 501. Excess Deposit see instructions
201 Principal amount of new loans 189 000.00 502. Settlement charges to seller line 1400 24 509.38
203. Existing loans taken subject to 503. Existing loans taken subject to
204. 504. Payoff of First Mortgage Loan
205. 505,
206, 506.
207, 507,
208. 508.
209. 509.
Ad ustments for items unpaid by seller Ad ustments for items unpaid by seller
210. City/town taxes 510. Cit ltown taxes
211. County taxes 511. County taxes
212. School taxes 512 School taxes
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518,
219. 519.
220.TOTAL PAID BY/FOR BORROWER 189 000.00 520.TOTAL REDUCTION AMOUNT DUE SELLER 24 509.38
300.CASH AT SETTLEMENT FROM OR TO BORROWER 600.CASH AT SETTLEMENT TO OR FROM SELLER
301, Gross amount due from borrower fine 120 323 622.39 601. Gross amount due to seller line 420 316 887.39
302. Less amounts paid by/for borrower line 220 189 000.00 602. Less reduction amount due seller line 520 24 509.38
303.CASH FROM BORROWER 134 622.39 603.CASH TO SELLER 292 378.01
SUBSTITUTE FORM 1099 SELLER STATEMENT:The information contained herein is important tax information and ui being furnished to the internal Revenue Service tt you arc required to flte a return,
a naytig=penalty w other sanction uric be imposed on you d this aem is required to be reported and the IRS determmes that a has not been reported,The Contract Satan Price oeacribed on
Iim,401 above constitutes tin Gross Proceeds of this transaction.
you are required by law to provide the settlement agent(Fed Tax ID No 261544555)mth your correct taxpayer identification number it you do not provide your corral taxpayyer Identificatwn
number,you maybe subject to avil or criminal penalties imposed by law Under penalties of perjury,I candy that the number shown on this statement is my correct taxpayer identrtication number.
TIN: t SELLER(S)SIGNATURE(S): t
SELLERS)NEW MAILING ADDRESS
SELLER(S)PHONE NUMBERS. (H) (W)
...,........,.,,...,...ono wo�.o.e torm HUD-1(7180)of Handbook-7002
A U.S.DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number:13-125 PAGE 2
SETTLEMENT STATEMENT TitleEx ress Settlement System Printed 0811412013 at 10:03 MAC
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700.TOTAL SALESIBROKER'S COMMISSION based on price$315,000.00 a 6.000=18 900.00 BORROWER'S SELLER'S
Division of commission line 700 as follows: FUNDS AT FUNDS AT
701, 9,450.00 to Prudential Homesale Services Group SETTLEMENT SETTLEMENT
702. 9,450.00 to Prudential Homesale Services Group
703. Commission paid at Settlement 18 900.00
704. Broker Fees to Prudential Homesale Services Group 295.00
800.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee 0.500%Mid Penn Bank 945.00
801 Loan Discount %
803. Appraisal Fee
804, Credit Report
805. Document Preparation Fee to Mid Penn Bank 250.00
806. Flood certification to Mid Penn Bank 11.00
807.
808.
809.
810,
811.
900,ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to /day
902. Mortgage Insurance Premium for months to
901 Hazard Insurance Premium for to
904.
905.
1000.RESERVES DEPOSITED WITH LENDER FOR
1001,Hazard Insurance MD. Imo
1002.Mortgage Insurance mo. !mo
1003.City Property Tax mo. Imo
1004.County Property Tax mo, Imo
1005.School taxes mci Imo
1009,A r 0.00 0.00
1100.TITLE CHARGES
1101.Settlement or Closing Fee
1102.Abstract or Title Search
1103.Title Examination
1104.Title Insurance Binder
1105.Deed Preparation to The Law Office of Andrew H.Shaw PC 125.00
1106.Notary Fees to Andrew Shaw 25.00 10.00
1107.Attome`s fees
includes above items No:
1108.Title Insurance to Law Office of A.H.ShawiSTGCOB 1975.00
(includes above items No:
1109,Lender's Policy 189 000.00 -1 345.00
1110.Owner's Policy 315-000.00 •630.00
1111.100 No Viol 300 Survey,900 E to Law Office of A.H.ShawlSTGCOB 225.00
1112.Ovemi hl Fees to The Law Office of Andrew H.Shaw PC 30.00
1113.
1200.GOVERNMENT RECORDING AND TRANSFER CHARGES
1201,Recording Fees Deed$67.00 Mortgage 87.00 :Releases 50.00 154.00 50.00
1202.City/County tax/stamps Deed$3,150.00 Mortgage 3150.00
1203.State Tax/stamps Deed$3,150.00 Mortgage$ 31150.00
1204.UPI Fee Deed Mortgage
1205.
1300.ADDITIONAL SETTLEMENT CHARGES
1303.Home Inspection
1304.2013-2014 School Taxes to Robin Soilenber ,er Tax Collector 1,949.38
1400.TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 6,735.00 2450938
HUD CERTIFICATION OF BUYER AND SELLER
I nave carefully reviewed the HUD-i$ettI ant Statement and to the beet of my knowledge and belief.It is a true and accurate statement of all receipts and disbvilaments made on my account
or by me in this transaction.I tunher Wi Ihat I have received a Witty of the MUD-1 Settlement Statement.
Fifty emptiny
Estate of Rkhon:Hatdem�
y ay . e
WARNING:IT IS A CRIME TO KNOWINGL E FALSE ATEMENTS TO THE The HUD-t Settlement Statement f have pMparegl4e l a an aenurete account of this
UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION transaction.I have caused or wi11`da se the Nnda to dish d to accorda os win this statement.
CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE I& \
U.S.CODE SECTION 1001 AND SECTION 1010. J )
/ K
SETTLEMENT AGENT;Z(, � '�n`�^ DA7ECi
Haldeman Estate 12111.1 Interim Distribution
Proceeeds from sale of Real estate $292,378.01
Attorneys' Fees
Balance forward $5,796.50
Current fees for Agreement re: Michael's Estate
real estate closing, Distribution and Releases $3,500.00
Reserve for Estate Income Tax Returns, Estate wrap up $2,000.00
Total Attorney Fees $11,296.50
Distribution of Michael's share allocable to house and lot $75,000.00
Balance for distribution $206,081.51
1/4 share to each of Jeff, Molly,Julie and Michael's Estate $51,520.38
Detailed Results for Parcel 40-22-0485-022B in the 2010 Tax Assessment Database
DistrictNo 40
Parcel_ID 40-22-0485-022B
MapSuffix
HouseNo RR
VO
Direction ( \ "
Street SPRING GARDEN STREET
Ownerl HALDEMAN,RICHARD W
C/O
PropType L1
PropDesc
LivArea
CurLandVal 26400
CurImpVal 0
CurTotVal 26400
CurPrefVal
Acreage .32
CIGrnStat
TaxEx 1
SaleAmt 1
SaleMo 05
SaleDa 14
SaleCe 19
SaleYr 75
DeedBkPage 0026B-00126
YearBlt
HF File Date
HF_Approval Status
LAST WILL AND TESTAMENT
I, MARGARET T. SISSON, of South Middleton Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament,hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my Executrices to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executrices to sell any realty owned by me at my death
and not specifically devised herein at either public or private sale, and to give good and sufficient
deeds therefor,in fee simple,as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) Any automobile owned by me at my death to my son,MICHAEL
HALDEMAN; and
(b) All the rest,residue and remainder to my four(4) children, MOLLY
RESSLER, JULIE MARCH,JEFFREY HALDEMAN and MICHAEL
HALDEMAN, share and share alike,the child or children of any decea$ed
n N
child taking the share their parent would have taken if living. o '
� jg z 0
9
1
4. I nominate and appoint MOLLY RESSLER and JULIE MARCH be the Executrices
of this my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight&Hughes as attorneys in the settlement of my estate.
IN WITNESS WHEREOF I have Y4day a e hereunto set my hand and seal this of
June,2003.
-� (SEAL)
MAkGARET T. SISSON
Signed, sealed, published and declared by MARGARET T. SISSON, the Testatrix
above-named, as and for her Last Will and Testament, in the presence of us, who, at her request,
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
Y IV V V
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, MARGARET T. SISSON, JACQUELINE L. DRAWBAUGH and MARTHA
L. NOEL, the Testatrix and witnesses respectively, whose names are signed to the foregoing
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, that she had signed
willingly, that she executed it as her free and voluntary act for the purpose herein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of
age or older, of sound mind and under no constraint or undue influence.
'277
G T T. S N
A UEL RAWBA
RTHA OEL
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by MARGARET T. SISSON, the
Testatrix herein, and subscribed and sworn to be a me by JACQUELINE L. DRAWBAUGH
and MARTHA L.NOEL,witnesses,this day of June,2003.
N tart'Public
Notarial Seal
Roger B. Irwin, Notary Puolic
Carlisle Boro, Cumberland C unty
My Commission Expires Oct. $' 2004
Member,Pe wvfitlaftAS. *atbn tNohdties
3
Detailed Results for Parcel 03-22-0485-022C in the 2010 Tax Assessment Database
DistrictNo 03 •°�.
Parcel ID 03-22-0485-022C
MapSuffix
HouseNo
Direction E
Street BALTIMORE STREET
Ownerl SISSON,JOSEPH W&MARGARET
C/O
PropType L1
PropDesc
LivArea
CurLandVal 30000
CurImpVal 0
CurTotVal 30000
CurPrefVal
Acreage .34
C1GrnStat
TaxEx 1
SaleAmt
SaleMo
SaleDa
SaleCe
SaleYr
DeedBkPage 0026K-00861
YearBlt
HF File Date
HF Approval_Status
MEMBERS 1St
FEDERAL CREDIT UNION
SAVINGS ACCOUNT:
Account Number/Suffix 386904-00
Date Account Established 06/05/2010
Principal Balance at Date of Death $9,531.20
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $9,531.20
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 386904-11
Date Account Established 06/05/2010
Principal Balance at Date of Death $724.17
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $724.17
Name of Joint Owner None
Primary Owner: Heidi Haldeman
LOAN ACCOUNT:
Account Number/Suffix 299906-03
Date Opened 10/04/2008
Principal Balance at Date of Death $13,583.32
Loan Type Used Vehicle Loan
Interest Rate 7.94%
Collateral Held as Security 2003 GMC Light Duty 1GTEK19TX3E377641
Namebf.Co-Borrower Michael Haldeman
MEMBERS 1sT FEDERAL CREDIT UNION
gjLlLeigh-A ne Stallings
Lending Insurance Support Specialist
October 6,2010
Estate of: Michael R.Haldeman
Date of Death:10/01/2010
Social'Security'Number:206-38-9983
5000 Louise Drive P.O.Box 40 Mechanicsburg,Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
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ACCOUNT NO: ACCOUNT TYPE STATEMENT PERIOD PAGE
3740560655 M&T DIRECT CHECKING AUG.27-SEP.24,2010 1 OF 3
00 0 04335M NM I17
10446
MICHAEL R HALDEMAN
901 LONGS GAP RD
CALISLE PA 17013
HIGH STREET-CARLISLE
ACCOUNT SUMMARY
BEGINNING DEPOSITS& OTHER CURRENT ENDING
BALANCE OTHER ADDITIONS CHECKS PAID SUBTRACTIONS INTEREST PD BALANCE
N0. AMOUNT N0. I AMOUNT NO. I AMOUNT
137.14 11 830.00 21 180.00 14 1 495.89 0.00 291.25
ACCOUNT ACTIVITY
POSTING DEPOSITS,INTEREST :; CHECKS & OTHER DAILY:
DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS BALANCE
08-27-10 BEGINNING BALANCE.. .-r-..._-_....-_------- .- -_-.. .__.. ..- --- _-. .. - --.____- $137.14
09-02-10 NewYorkLife-AARP INSURANCE------•-------- --------- - 22:-21 114.93
E.
09-03-10 US TREASURY 303 SOC SEC--- ---_ 830.00
09-03-10 PPL EU ELEC SVC - - ----. ------ --- 75-:39 869.54
09-07-10 ATTM*464012895431 PHI 800-331-0500----- 48.98
09-07-10 MCDONALD•S F4619 CIkRi-dSL-E --- ------- - -- -- -- _ 7.62- -
09-07-10 COMCAST CENTRAL CENTRAL PA~--' - --_ --71-.27 741.67 t,r`
09-08-10 HESS 38424--•------ HA•RRISBURG----.------ -- -- 23.71 717_..96-
09-09-10 CHECK NUMBER 2852 - - 155.00
09-09-10 NewYorkLife-AARP INSURANCE
09-13-10 RITE AID STORE #11018 CARLISLE-'""-- '-- --- 31.78
09-13-10 NELL•S - SPRING ROA.---.OARLISLiE- 18.60
09-13-101 SMARTMED INC-__CARLISLE -.. _.._._.._ .--- 11.20 492.58 yf
09-14-10 USAA P&C PREMIUMPAY------ 46.38 446.20
z'
09-15-10 M&T ATM CASH.WITHDRAWAL ON 09/14---
SPRING GARD,100 S SPRING GARDEN ST,CARLISLE,PA X46 20�:
09-16-10 HOLIDAY HAIR -� - _. CARL_IS.LE 20.00 326.20 .
09-21-10 CHECK NUMBER 2853 ~-'" °- "' 25.00 301.20 l '
09-24-10 Pro tectMYID.COm_:, --866-572.X18----_._. ___--------__--.--. .---._._ __------- 9.95 .291.25 F
ENDING BALANCE $291.25
CHECKS PAID SUMMARY
2852 09-09-10 155.00 2853 09-21-10 25.00
L008A(6/07)
® NIT Bank
ACCOUNT NO ACCOUNT TYPE
STATEMENT:PERIOD: PAGE -
3740560655 M&T DIRECT CHECKING AUG.27-SEP.24,2010 2 OF 3
MICHAEL R HALDEMAN
INSUFFICIENT FUNDS FEE SUMMARY
::_ TOTAL FOR THIS TOTAL .
_. _. :STATEMENT CYCLE:. YEAR=TO-DATE
INSUFFICIENT FUNDS FEES FOR RETURNED (UNPAID) ITEMS $.00 $.00
OVERDRAFT FEES (INSUFFICIENT FUNDS FEES FOR PAID
ITEMS AND EXTENDED OVERDRAFT FEES) $.00 $18.00
LESS FEE WAIVERS, REVERSALS AND REFUNDS * $.00
TOTAL FEES RELATED TO INSUFFICIENT FUNDS AND OVERDRAFTS $.00 $18.00
* Note that Fee Waivers, Reversals and Refunds are only included in the year-to-date numbers even if a
waiver or refund was applied to your account during the statement cycle.
ACCESS YOUR M&T ACCOUNTS FROM YOUR MOBILE PHONE
WITH M&T MOBILE TEXT BANKING YOU CAN CONVENIENTLY KEEP TRACK OF YOUR FINANCES
ON-THE-GO. CHECK YOUR ACCOUNT BALANCES, RECENT TRANSACTIONS, DEPOSIT HISTORY AND
WITHDRAWAL HISTORY USING THE TEXT MESSAGING FEATURE ON YOUR MOBILE PHONE.
IT'S FREE FOR M&T WEB BANKING CUSTOMERS (YOUR MOBILE CARRIER'S TEXT MESSAGING
CHARGES MAY APPLY). VISIT MTB.COM/MOBILE FOR MORE INFORMATION.
L008A(6/07)
•LA3 M&TBank
ACCOUNT PAGE: '. .
000003740560655 3 OF 3
MICHAEL R HALDEMAN �jii"'S 2852 MICHAEL fl HALDEMAN fasS" 285
Si:'LO.'455 GA'FfCAP p SGt LONGS GAP'ROAD
2 CARLISLE,PA 570,3 CARLISLE.PA 17013 yy��•• 4����1� �j
3 OAD7ouil[�- emu ft OK.�>a�/i- }S L•�� ISS :3 rnr7 - �I
��u F .--1�1' =J $ ORVE8 OF $ Oo
_ __ �NL' F yt�l°='�-`�J ra"r1 4� (�i t` �• D4LLA R5 e 7`(.��'=..�r'�7^F!vG A�✓A ou
- a DOLLARS
FMM&T Bank rm m&TBank
m atorcY o/fjrC�
1:03L302955: 3 740 5606 5 5 a'2852 — t:OAL30299 5. ?405606S5028S3
Check #2852 Paid :09109/2010 $155.00 Check #2853 Paid :09/21/2010 $25.00
STATEMENT CE-1 559 110
9800 Fredericksburg Road usAA c
1 ` San Antonio, Texas .78288 NUMBER D
U$AA® Visit us at usaa.com oo31s a2 11 9
04462.CHW2.JSS242806921.01.01.559
TO UPDATE POLICIES GO TO
USAA.COM OR CALL
1-800-531-8722
FOR BILLING AND PAYMENT
INQUIRIES GO TO USAA.COM OR CALL
EST OF MICHAEL R HALDEMAN 1-800-531-8722
901 LONGS GAP RD TO REPORT A CLAIM, CALL
CARLISLE PA 17013-8535 1-800-531-8722
mO�T'I1T -y. AO'i'IvIT`Y
BALANCE ON LAST STATEMENT
$ .00
AUTO INSURANCE DIVIDEND CHECK NOT CASHED 09-08-2011 33.81CR
REFUND CHECK ISSUED 09-21-2011 33.81
ACCOUNT BALANCE AS OF 09-21-2011 $ .00
.
.._POLICI ..I MN.G Y1.I. I3
iz JE FEETI1�E RATE ...._ ;....
PAYMEt+tT PLAN 01yT113N5
.
BALANCE J�EGULAR LAiV EXTENREO PLA .
TOTALS s---7o-o- $ .00 $ .00
YOUR REFUND CHECK IS ATTACHED. '
TO FURTHER OUR MISSION OF BEING THE PROVIDER OF CHOICE FOR THE MILITARY COMMUNITY WE HAVE OPENED
MEMBERSHIP TO ALL MILITARY RETIREES AND THOSE WHO HAVE HONORABLY SEPARATED. DO YOU KNOW ANYONE WHO MAY
NOW BE ABLE TO ENJOY THE BENEFITS OF MEMBERSHIP? TELL THEM ABOUT US OR SHARE USAA AT USAA.COM/JOIN..
I
DM4462 REFUND CHECK # 2682778
I
219 North Hanover Street
Carlisle,Pennsylvania 17013
717.2414511
toll free 1.866.451.4511 -
fax 717.243.3723
wwwboffmanroth,com
FUNERAL HOME & CREMATORY, INC. info@hoffmanroth.com
October 21, 2010
Wolfe&Wolfe Attorneys At Law
Nathan Wolfe, 10 West High Street
Carlisle, PA 17013
Statement of Funeral Expenses for: Michael R. Haldeman
Date of Death: October 1, 2010 Account Id: 16061-234
PACKAGE:
Immediate Cremation
OPTION 5-Cremation $ 1,890.00
Sub Total: $ 1,890.00
TOTAL FUNERAL HOME CHARGES: $ 1,890.00
CASH ADVANCES:
10 Certified Death Certificates at$6.00 each $ 60.00
Newspaper Notice-Sentinel $ 123.43
Coroner's Fee $ 25.00
Sub Total: $ 208.43
Total Funeral Expense: $ 2,098.43
Total Payments Made: $ 2,098.43
Payments Made:
Estate Of Michael Haldeman Check 101 Oct 21, 2010 2,098.43
Balance:
------------------------------------------------------------------------------------
Please return this portion with your Remittance.
$ Amount Enclosed
Michael R. Haldeman
Service ID#: 16061-234
SERVING OUR COMMUNITY SINCE 1907
WILLIAM E. HOFFMAN, PRESIDENT CHRISTOPHER • OWNER ROBERT A. FILBURN III, SUPERVISOR
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date : 10/05/2010
Cumberland County - Register Of Wills Receipt Time : 15 :46 : 15
One Courthouse S uare Receipt No. : 1062826
Carlisle, PA 1713
HALDEMAN MICHAEL R
Estate File No. : 2010-01007
Paid By Remarks : NATHAN WOLF
CJ
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 210 . 00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 24 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 3004 $277 . 50
Total Received. . . . . . . . . $277 . 50
V
OJ����ND cOG2�
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
November 12, 2010
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Nathan C:Wolf, Esquire .
Michael K. Haldeman Estate
RE:
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on the following dates:
October 29, November 5, and November 12, 2010
. 3056
WOLF&WOLF
'�{��>3anit
j ATTORNEYS.AT LAW
10 WEST HIGH STREET 60-7269/2313
CARLISLE; PA 17013
(717)241-. 6 1.7./1 snain
a
PAY TO THE
ORDER OF Cumberland Law.Journal' **75.00
Seventy-Five and 00/100****** ******************************* *************************************************** **** DOLLARS. s°
rl Law Journ al
GENE.RALACC
Cumbeand z
32 South Bedford Street HI i
Carlisle,PA 17013 •
MEMOF� °Q�
Haldeman°Estate Ad NP I
11'000000305611' 1: 23L.372690: L67L075242n0
ne Sentinel D (WOLF&WOLF ATTORNEYS AD NUMBER PAGE NO.
www.cumberIink.com 10 WEST HIGH STREET 391110 1 oft
CARLISLE,PA 17013 BILL DATE SALESPERSON
717-241-4436
cn srIR�rr:�uer covr� 11/18/10 wOIfCAME.
START DATE STOP DATE
11/04/10 11/18/10
AD NUMBER AD DESCRIPTION CLASS LINES
391110 EXECUTOR'S NOTICE LETTERS TESTAMEN 10 PUBLIC NOTICES 32 * 2 Co ls
Publication Insertions Rate Net Amount Gross Amount
3 THE SENTINEL-LEGAL 3 LGL $169.92
TOTAL AD CHARGE $169.92
3 PROOF OF PUBLICATION 01PRF $7.00
Purchase Order Est.M.Haldeman PAY THIS AMOUNT $176.92 $212.30*
*AFTER 12113/10
THE SENTINEL
Thank you for advertising with The Sentinel! Deadline for c/o LEE NEWSPAPERS
in-column legal ads is 4:00 p.m.two business days prior to PO BOX 540
date of insertion. For questions,call (717)240-7130. WATERLOO IA 50704-0540
Retum this portion with your payment Legal
THE SENTINEL
❑ Check# ❑Credit Card Ad Number 391110
c/o LEE NEWSPAPERS ❑ ❑ ❑ ® ❑ Billing Date 11/18/10
PO BOX 540
WATERLOO IA 50704-0540 Acct#: Amount Due $ 176.92
Exp.Date:0] ❑ Amount
Name on credit card Enclosed $
Signature
Please make checks payable to: THE SENTINEL
000265 THE SENTINEL
WOLF&WOLF ATTORNEYS c/o LEE NEWSPAPERS
10 WEST HIGH STREET PO BOX 742548
CARLISLE, PA 17013 CINCINNATI OH 45274-2548
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D&D Septic & Toilet Rentals Invoice
35 West est North Street DATE INVOICE#
Carlisle, PA 17013 IWII/2010-r 7004
BILL TO
Rosita M Haldeman �/gy�
901 Longs Gap Rd. �---
Carlisle, PA 17013
TERMS PROJECT
Due on receipt
QUANTITY DESCRIPTION RATE AMOUNT
JOB: 901 Longs Gap Rd., Carlisle, PA
Pumped out two 1000 gal. holding tanks on 10/10/10 235.00 235.00
PAS IN FULL 10/10/10 CK #133-
THANK 'YOU!1I
State 6.00% 0.00
Thank you for your business. Total $235.00
PENNSTATE Statementof 1 st Statement
1111111MLI Milton S.Hershey Page 1 of 2
Medical Center Important Message
PO Box 643291 This bill represents the portion remaining after your
Pittsburgh,PA 15264-3291 insurance company has processed your claim. Please
send your payment for the full amount due. If you have
any questions concerning how your insurance company
processed your claim, please call them.
MICHAEL HALDEMAN 1VO0809
901 LONGS GAP RD
CARLISLE PA 17013-8535
Account Summary AccountActivity
Patient Name HALDEMAN MICHAEL R DATE DESCRIPTION AMOUNT
Statement Date 11/03/10
Service Date(s) 08/30/10 08/30/10 IGA IMMUNOGLOBULIN 87.00
Type of Service OUTPATIENT 08/30/10 IGG IMMUNOGLOBULIN 87.00
08/30/10 IGM IMMUNOGLOBULIN 87.00
Account Number A 14868764 08/30/10 CBC W/PLT/DIFF AUTO 68.00
New Charges/Adj $0.00 08/30/10 VENIPUNCTURE 23.00
New Payments/Adj $0.00 08130/10 ONDANSETRON 8MG TABS U/D 7.50
Account Balance $ 172.43 08/30/10 COMP METABOLIC PANEL 86.00
Amount Pending Insurance $0.00 08/30/10 BORTEZOMIB 1 M VIAL INJ 5911.65
Amount You Owe $ 172.43
Continued on next page... CJ
What D/ You
This new statement has been specially designed For billing questions or insurance changes:
With you in mind. Let us know what other Para preguntas acerca de so factura o cambios de seguro contamos con
improvements we should make. representantes disponibles para asistir a la comunidad hispana.
Phone: (717)531-5069 or(800)254-2619
Please e-mail your ideas to: Available Hours:Monday,Tuesday&Wednesday 8:00 am to 5:30 pm
Statementideas(cDhmc.psu.edu Thursday&Friday 8:00 am to 4:30 pm
or write to us at: Written Correspondence:
Penn State Milton S. Hershey Medical Center Penn State Milton S.Hershey Medical Center
Statement Ideas, PO Box 854, MC A410 Patient Financial Services Department
Hershey, PA 17033 PO Box 854,MC A410
Hershey,PA 17033-0854
Please Note: Your physicians will bill separately for their professional services. HERSHEYST-01
....................................................................................................................................................................................................
PENNSTATE Statement Date: 11/03/10 Patient Name Account Number Date Due
Milton S.Hershey HALDEMAN 14868764 Upon Receipt
Medical Center MICHAEL R
Amount Due Amount Paid
PO Box 643291
Pittsburgh,PA 15264-3291 $ 172.43 $
Statement of Hospital Services _7
r Check here if your address or insurance information has changed.
CHECKS SHOULD BE MADE PAYABLE AND J Please indicate changes on the back of this page.
SENT TO: To pay by credit card: For your convenience,you may pay by Visa,
MasterCard or Discover Card. Please indicate your credit card
preference,provide the account information,and sign below.
MS HERSHEY MEDICAL CENTER
PO Box 643291 Account No.
Pittsburgh,PA 15264-3291
Expiration Date CwCode
Signature X
0000000148687640830101103100000017243
Page 2 of 2
Account II /
Date Description Amount
08/30/10 CHEMO, IV PUSH 239.00 . As a courtesy to our patients, Penn State Milton S. Hershey
10/23/10 BLUE SHIELD PAYMENT HOSP -1749.02 Medical Center submits billable charges to insurance
10/23/10 BLUE SHIELD CONT ADJ HOSP -467470 companies.
TOTAL 172.43 • Generally, payment is expected in full upon receipt of your
statement.
. If you are experiencing difficulty in understanding the bills or
making payments,we are pleased to offer individual services
from our Financial Counselors. Our team is available to meet
with you personally in the Academic Support Building, 2ntl floor,
Suite 2106(on campus just east of the main hospital and
University Physicians Center)Monday,Tuesday&
Wednesday, 8:00 am-5:30 pm,Thursday&Friday 8:00 am-
4:30 pm.
. Our Financial Counselors can assist in determining if you
qualify for a special program, a budget plan or financial
consideration.
is Department of Public Welfare
1-800-692-7462
• Children's Health Insurance Program(CHIP)
1-800-543-7101
(uninsured children and adolescents under age 19)
• AdultBasic Program
1-800-462-2742
(Uninsured adults between the ages of 19 and 64)
Options
• By Mail: Please remit payment by check,money order or
credit card in the envelope provided.
• By Telephone: Credit card payments can be made over the
telephone by contacting our office at(717)531-5069 or
(800)254-2619.
• in Person: Payments can be made by cash,check, money
order or credit card at our office in the Academic Support
Building.
HERSHEYW
PLEASE COMPLETE IF YOUR ADDRESS OR INSURANCE HAS CHANGED
Address Change
NAME RELATIONSHIP TO PATIENT HOME TELEPHONE WORK TELEPHONE
ADDRESS CITY STATE ZIP
�Insurance Update
POLICYHOLDER'S NAME INSURANCE COMPANY NAME - GROUP POLICY/PLAN NUMBER
POLICYHOLDER'S IDENTIFICATION NUMBER CLAIM MAILING ADDRESS
POLICYHOLDER'S DATE OF BIRTH RELATIONSHIP TO PATIENT CITY STATE ZIP
POLICYHOLDER'S EMPLOYER NAME INSURANCE COMPANY TELEPHONE
(Workers Compensation&Auto Insurance Claims Only) DATES OF COVERAGE
Adjuster's Name: Claim#: EFFECTIVE FROM EFFECTIVE TO:
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