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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 rrrrrr rn.rrr.. 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� r�rww� ��ww�rrwwwwww� �rwrr�rrrrr�rww�rw�wr� . �rrr�_�rrrrw ����nrww rr�ir rrrwwwrwwww�rwwrrw ��rrrwrw�iirru� wwaw wwrrwwwrr��xrwwwrnwwr 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 ; A I jl I � f F s , �_� ,,,: :..-_. __ ".. � —•--�--.,..�,....,, f �� ,.�^�..—rte,...: i s pp $($ p 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 ..:«.: 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 Kelley Blue Book THI M REStlUi[Gli # �i.�4lp1 Send to Printer advertisement Love. 1#'s What makes a Subaru, a Subaru. 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M&T Bank 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 ww+w . P LUXE .PowMniRw.riio-e.m E.H.she.va.ousney:. .. �0 DELUXE WALLET OR OUPUCnIE ru ru r ■gyp rDp � r r � Q]W r a or- 05 d EO I . p N f r O µ 0 FA I " I . 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 21540200000003911100000000000000002123000000176925 VN G C4 d Go cd o Eve EV> 40 cm — a mo ° ' Lo � Cl a I � 2 a� � m E eCE C! a CL - _ Ci 'o= a y tl 3'TO CD m E a° o; N W C � m � a ' O O.ca ' C O v Q t �. ` 40 O U O .•..O 3 0 co 81) H A W.Or 9 >°- L c c U = m , W m Y +0 J m c m V =tn > � e c� c °'� 9 Soa E is j v _ • • W m m' Q S m m 'p SQ OO: U = m ® m m o m (� E «R m m Lo r Cam. °o V 2U U OO e+� oaoo) eooa a t o 40 o, o�tf t0 W K O N eT to ee Of F p_., L CO3'. U;oenw ui v ° Zoe io m w • WU= O. E m ° �;o O to-0 A «o paa, �>. o nm� R m c LM • m ..3 > m o s wiz 3 E V M v 43 z m(n C t0 (V2 n 0 L m w•. -- �r 3 0 E m a R O to W 0 o 0 .9 O m m.im 4 r mQ • c m ro m a c E E • o°az > Q _ _ aamU U V LLMax L 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. 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