Loading...
HomeMy WebLinkAbout02-24-14 � 150561014D REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO Box 2sosol INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT 2 1 1 3 � 0 5 3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDWYY Date of Birth MMDDYYYY 1 2 1 2 2 0 1 2 0 1 2 0 1 9 2 6 DecedenYs Last Name Suffix Decedent's First Name MI S T R A W A N N A M (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 � 1.Original Retum � 2.Supplemental Return � 3.Remainder Retum(Date of Death Prior to 12-13-82) � 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Retum Required death after 12-12-82) Q 6.Decedent Died Testate � 7.Decedent Maintained a Living Trust 0 8.Totai Number of Safe Deposit Boxes (Attach Copy of Wiil) (Attach Copy of Trust.) � 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11.Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPIETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number S T E V E N W F A H N E S T 0 C K C P A 7 1 7 7 3 7 5 4 6 6 REGISTERr9F WILLS USE ONLY �• _ __ - ,. � '_ _.._ r�. �' �": First Line of Address - - - - _ �; - 1 5 1 3 C E D A R C L I F F D R I V E - r `_' Second Line of Address . - - ; _ ___ <_ 1 J`.. �—`j — t i"! City or Post Office State ZIP Code D �FILED � ; '�C-ti C A M P H I L L P A 1 7 0 1 1 CorrespondenYs e-maii address: steve@fahnestockcpa.com Under penalties of perjury,I declare that I have examined this retum,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. SIGNA RS SPONSIBLE R FILING RETURN DATE . — a�o_,� ADDR S 643 BRISBAIN LANE ENOLA PA 17025 SIGNATUR RER OTHE AN EP NTATIVE D TE '2 �\ DD 13 CEDAR LIFF DRIVE �AMP HILL PA 17D11 PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561�140 1505610140 J . . � 1505610240 REV-1500 EX(FI) Decedent's Social Security Number DecedenYs Name: A N N A M • S T R A W RECAPITULATION 1. Real Estate(Schedule A) ..... ... .. ..... ..... .. .. .... ...... ......... 1. 2 6 8 7 2 0 . 0 0 2. Stocks and Bonds(Schedule B) . ........ ... ... .... . .... .............. 2• • 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0 • 0 0 4. Mortgages and Notes Receivable(Schedule D) ... ... . . ... .. ............. 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 1 3 9 � 4 9 . 2 8 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. ..... 6. • 7. Inter-�vos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested ....... 7. 8 9 9 6 7 9 . 6 2 8. Total Gross Assets(total Lines 1 through 7) ... ...... ... .. ............. 8. 1 3 0 7 4 4 8 . 9 � 9. Funeral Expenses and Administrative Costs(Schedule H) .................. 9• 1 � 5 9 8 . 5 � 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) ...... ....... 10. • ��. Total Deductions(total Lines 9 and 10) ....... ....... .. ... . ........... 11. 1 � $ 9 8 . 5 � 12. Net Value of Estate(Line 8 minus Line 11) ........... . ........... ..... 12• 1 2 9 6 8 5 � . 4 � 13. Charitable and Govemmental 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. 1 2 9 6 8 5 � . 4 � 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 _ 0 . 0 O 15. O . 0 0 16. Amount of Line 14 taxable at�inea�rate X.045 1 2 9 6 8 5 0 . 4 0 �s. 5 8 3 5 8 . 2 7 17. Amount of Line 14 taxable at sibling rate X.12 0 . � � 17. 0 . 0 � 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 �g, 0 . 0 0 19. TAX DUE ........ .... ..... ............ .... . .... ............. ... 19. S 8 3 5 8 . 2 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 15D5610240 1505610240 J REV-15Q�EX(FI),Page 3 File Number Decedent's Complete Address: 2� 13 0053 DECEDENTSNAME ANNA M. STRAW STREET ADDRESS 14 DREXEL HILLS CIRCLE CITY STATE ZIP NEW CUMBERLAND PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 58,358.27 2. CreditslPayments A.Prior Payments 45,000.00 B.Discount Total Credits(A+B) (2) 45,000.00 3. Interest (3) 169.78 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) 0.00 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 13,528.05 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 propeRy transferred ...................................................................... �X ❑ b. retain the right to designate who shall use the property transferred or its income ............................... ❑ X❑ c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ �X 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ X❑ 4. Did decedent own an individual retirement account,annuity or other non-probate propeRy,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 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 lineai beneficiaries is 4.5 percent,except as noted in�2 P.s.§s��s(a)(�)). • 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-15Q2 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANNA M. STRAW 21 13 0053 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 wiiling 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 decedenYs interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 14 DREXEL HILLS CIRCLE NEW CUMBERLAND PA-LISTED AS OWNED BY LEWIS 221,800.00 A STRAW (DECEASED)AND A MARION STRAW (ANNA MARIAN STRAW) SEE ATTACHED INFORMATION-ASSESSED VALUE"COMMON LEVEL RATIO 2. 617 PEFFER ST HARRISBURG PA-LISTED AS OWNED BY LEWIS A STRAW 46,920.00 (DECEASED)AND MARIAN STRAW (ANNA MARIAN STRAW) SEE ATTACHED INFORMATION-ASSESSED VALUE*COMMON LEVEL RAT10 TOTAL(Also enter on Line 1,Recapitulation.) $ ' 268 720.00 If more space is needed,use additional sheets of paper of the same size. REV-15Q8 EX+(OB-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ANNA M. STRAW 21 13 0053 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. INTEGRITY BANK CHECKING ACCOUNT NUMBER 0203007033 OWNED BY A 114,049.28 MARIAN STRAW. SEE ATTACHED INFORMATION ACCRUED INTEREST$13.97 2. PERSONAL PROPERTY/JEWELRY/FURNITURE 25,000.00 TOTAL(Also enter on Line 5,Recapitulation) $ 139 049.28 If more space is needed,use additional sheets of paper of the same size. REV-1530 EX+(OS-09) pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ANNA M. STRAW 21 13 0053 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDEI'HEW�MEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THEDATEOFTRANSFER.AI7ACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST (iFnPRicne�� VALUE 1. TRANSFER FROM ANNA M STRAW TO STRAW FAMILY 899,679.62 100.00 899,679.62 TRUST ON 12/10/12 SEE ATTACHED BANK STATEMENT FROM INTEGRITY TOTAL (Also enter on Line 7,Recapitulation) $ 899 679.62 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(Qg-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANNA M. STRAW 21 13 0053 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. RICHARDSON FUNERAL HOME 2,065.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)ofPersonalRepresentative(s) BRYAN W SHOOK ESQUIRE 2,000.00 StreetAddress 643 BRISBAIN LANE City ENOLA State PA ZIP 17025 Year(s)Commission Paid: 2014 2. AttomeyFees: BRYAN W SHOOK ESQUIRE 2,000.00 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: CUMBERLAND COUNTY REGISTER OF WILLS 558.50 5 AccountantFees: STEVEN W FAHNESTOCK CPA 3,250.00 6. Tax Retum Preparer Fees: STEVEN W FAHNESTOCK CPA 725.00 7. TOTAL(Also enter on Line 9,Recapitulation) $ 10 598.50 If more space is needed,use additional sheets of paper of the same size. REV-1513,EJ(+(01-1U) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDEM DECEDENT ESTATE OF: FILE NUMBER: ANNA M. STRAW 21 13 0053 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 Vansfers under Sec.9116(a)(1.2).j 1. LEWIS DOPP AND SAVANNAH MARIE DOPP Lineal 1,296,850.40 2308 RITNER HIGHWAY CARLISLE PA 17013 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. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. � � REV-1500 Discount, Interest and Penaity Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: Discount: 0.00 Interest Table Year Days Delinquent Balance Due Interest this time period this year this period Before 1981 1982 1983 1984 1985 1986 1987 1988 throu h 1991 1992 1993 throu h 1994 1995 throu h 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 throu h 2014 155 13 358.27 169.78 TOTALS 155 169.78 Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: � � � � LAST WILL AND TESTAM��TT � � � �, � � � � � �. �- � �} � � � � � � � oF � � � � � � : � �., � ,� � � �, � � � � � : A. N�A�,IAN STRAW �, � � � � � � , I, A.. Nlaria,n Straw, having xny legal residence at 14 Drexel Hill �ircle, New Gumberland; Cumberland County, Commonwealtih of Pennsylvasua, do hereby declare this to b� m�Last Will and Testam�nt,:revoking al1 other Wills and �odicils heretofore made by me.. SECTIQI�T 1: MY BENEFYCIARIES 1.U2 I am marxied to Lewis A. Straw. All references in �his Wi,ll, or a.ny trust docum��t create�i therein, to"my spouse" ar"my husband" are to him.. : �.02 In addi�.ian. t4 my spouse and any residual charitie�, my inteuded beneficiaries are my garandson, Lewis Dopp, and his daughter; Sa�annah Mar.ie Dopp (D0� 7121/2007j. X.O� 'I have spQCificall� and deIiberately excluded any of my children or other descendants: SECTION 2: PAYMENT OF EXPENSE5 Al'�TD OTHER �HARG�S ' 2.O1 I direct my Executor to pay the expenses of my last"illness, funeral and burial (including�the cost o�a monument or marker over my grave) from my estate as svon as practicable after my death. 2.02 I further dixect that aIl af my legally enforceable debt"s and any costs :associated with the administra�ion of my estate be; paid from my estate when my Dethlefs—Pyhosh�,aw Group, LLC 2132 Market Street • �amp Hill,:PA • 17011 (r 1 r)'975-944G Executor, in his sole diseretion, determines appropriate: 2.03 The timing and amount deemed appropria�e by my Executor shall not k�e pr�dicated upon th�'necessity o£ obtaining'the approval of any caurt ha�i.ng jurisdiction over the administration of my estate and without. regard to any sta�utory limit�tivn. SECTION 3: PAXMENT OF TAXES 3:D1 All federal, state` and other death taxes, including an� gen�eration skipping tax, payable on the property forming my gross estat� for those purposes; shallhe:paid out,of the principal of my pr�b&te es�ate just as if they were xny'�ebts, an�l no�e of t�iose taxes shall:be charged against any beneficiary, ' 3.Cl2 Thia article shall apply: to any asset, whether or not it passes under tlkis Will, or whethex it passes by reason of joixit pwri�rship thereaf, such as certifi�cates of:deposit, savings bonds, etc. ` �ECTIUN 4: TANGIBLE PERS4NAL PR.4PERT'Y ' 4:(Il I give: all persanal property owne�, by me 'at my death, and all insurance �olicies on such property, to those individuals, who.s�vive me. by�hirty (3'{l) d.ays, who are designated on a lis�C or memoraniium signed by me �vvhich refers to t�iis �ill, ox is found with a copy thexeof, the items listecl.be�ide their n�mes. If no sueh:list is founcl within thirty �30) days of my death, it shall be presumecl th�t Ao such list e�sts. These instructions are to guide my Execu�or, and it is my hope and expectation that such instructions are:carried out, withQUt intending to impose any trust or legal obligation. �.U2 The balance (includi.ng any item under subparagraph (1) .abave, the bequest of which has lapsed) to my husband, Lewis A.:Straw, if he:survives me. 4;03 If my'husband fails to surviv,e me by thirty (30� daps, then I give the balance:of my�angible personal property to Lewis Dopp. �I;D4 Any disputes concerning the allo�ation of my tangible personal property shall lae resolved by my Executar in my Executor's sole discretion: This Page 2 of 10 shall include'conferring on my Executor the power to sell any property and adding the proceeds to my estate. SECTION 5: SPECIAL PROVISIONS FOR REAL ESTATE INTERESTS . 5.01 I hereby give any reai'estate interes� that I possess at the time of my death ta my beloved husband,Lewis A. Straw, or his estate. 5.02 This may include, but not be limit�d ,to, iritere.sts in the £ollowing propert�es: (a) 1216$aiTey �treet,I3arrisburg, Pennsylvania, (b) 21 Balm �tr�et, Har�isburg, Peiinsylv�,nia; (c) ' �17 Peffer Stxeet, Harrisburg; Fennsylvania, ;(d) 14 Dr�xe�H.il1 �ircle, lYew Cum.k�erlan�.,'Pennsy,�vania; and ;{{�� �308'Ritz�er Highway, Carlisle, Pennsylvania.: SECTION 6:` SPE�IAL PRO�SIONS FOR BUSi11TES�INTERESTS S QI I hereby g%ve a,riy busi�es� ownersh�p intierest that I passess at the time of;��d�ath:to my belov�d husband, Le�vis A�. Straw, ar his estate,: Pi.02 My business intexes�s may inciucle, but not be limited to, inte.rests in the following; (a) ACME Mayers, Inc., (b) 'A�ME 1Slorthside Hangars, and . (c) M.& S .C..oal. S 03 ' I giVe my �'iduci�ri�s the po�rer,:exercisable �n the discretion of my Fiduciaries and wi�hout court order, to retain any business in`terest, zncluding shares of stock or other intere�t in or indeb�edness of any of the businesses enumerated in Section 12.02 of this Will, or any othex corporation or any successor entity corporations, as sharehoider, security holder, creditor, partner, member ox otherwise, for any pexiod of time whatsoever, even though it may constitute all or a large portion of my estate. 6.�4 I further give. my Fiduciaries the power to contznue or carry on any Page 3 of 16 said business; to take any action with respect to its management as freely�s:I cauld hav�e done during my lifetixne, and, .if the business is so continued, my Fitiuciaries shall incur no liability for any,loss to my estate:or trust arising therefrom. 6.45 My Fiduciaries sha11 have "the authority.to comply with the pro�isions of any agreemen�restricting transfer of the interest including the voting of stock (by separate tr.ust or o�hez�ise regardless of whether that separate trust will extend for a �I term within or':beyond the date �f final distribution of my estate) and the determination of all t�uestions;o£policy; �o execute and amend business agreements; to particzgate in an� incprporation, reorganization, .merger, cpnsolidatioxt, :sale of assets, recapitalizatidn, liquidati�n, or dissolution of the business, or any c�ange in its`natuxe, ar in any buy-s�ll, stocl� restriction, or stock redempt�on agrgement�; to deal with and act for t�� Yausi.ness i.n any capaci.ty, including any banking or trust eapacity and the .loaning of mon�y �o t�e business out of estate ox trust fixrids;. to re�y upon repo�ts of Gertified public accountants as to the op;erations a.nd �ancial conditi"or% af' the business, witihout independen� investigation; to eleet and/or beneficially employ and compensate, as direc�ors, o£ficers, employees, counse�s or ag�n,t� o� such business any psrson,, including: .anp :<ane or more of m�y inclividual Fi.duciaries �notv�thstandiug that they are Fiduciaries under m� Will)or any=agent af a Fiduciary. 6,OS :.The grovisions of this Section pertain to a carpora�iQn which may be treated'as an S Corporation for federal income tax purposes. 5.07 �t is my de.sire that any corpoxation which would. otherwise qualify �s an � Corp4ration not be prevented from doing so because some or alI af its s't,ock p.asses to ar is held}ay a trust created under the provisions of this Will.-Therefo�e, i£ my husband-predeceases me .and my Fiduciaries deem it appropriate, I authorize my Fiduciariss to separate the assets of said corporation from the other assets con�prising my estate. I further autharize my Fiduciaries to allocate the shares ,of stock of the corporation to the "5TRAW FAMILY TRUST", but divide the Family Txust into two trusts for the benefit of Lewis Dopp and Savannah Marie Dopp. Qne tr,ust would exclusively hold shares of stock of the corporatian under terms as ' Pags 4 af 16 nearly'YCientical to the original "STRAW FAMILY TRUST" while still'permitting it to be a:Qualified :Subchapter S Trust_ The second trust would hold the remaining assets under:terrns identical to the "STR,AW FAMILY TRUST" established in the Last Wi11 and Testament of my husband,Lewis A. Straw. SECTION ?: RESIDITARY ESTATE My residuary estate shall consist of (a) all px,vperty ox interests thereira no� othe�rwis� effectively disposed of in this Will, of whatever kind, nature or descrip"tion; and vvhere�er 14cated, including any� pxqpexty tQ which I shall be in.any way enti�led, at the time:of my death, any and all property:'over which I may have a ' power of appointment and any insurance �roceeds which may be payable to my estate, 'l�ss.(b} all valid claims:asserted ag��.ns�,my estate and all expenses incurred in administering my estate, including expense� of adm.inistering i�flnpxob�te assets. : SECTION 8:DISFOSITION (JF R�SIDUAR.�EST`ATE $..01 If my beloved. husband, I,�wis A. Straw, survi�ves me by thirty {30) days, I sgive tl�e r,est, resid�ze, and remainder of my estate to my�iusband, 8.D2 If my husband pred�ceases me or fails to survive`.me by thirty (30) days, then I;' give the rest, residue, and remainder of my estat� to the "STRAW FAMYL3� TR�.JST" est�blished Yn the Last Will and Test�ment of my husband, Lewis A. Straw. 8.03 ,To be clear; I share my husband's intent for establishi�g the "STRAW FANtILY TRUST;" If my husband predeceases me, then � want my estate ta serve t�?vo Rri.mar� objectives; First, I wan� ta conservatively '.pro.�ide for: the lifeiti.me maintenance, support, health, and educational needs of Lewis Dopp. I also want to provide for the educational needs (post-se�ondary) of Sav�.nnah 1Vlarie Dopp. $.04 I also confirm that I share my husband's desire that once the "Straw Family Trust" is terminated, the remainder shali be given to eharities as outlined in the; Pr.ovisions for Ultimate Distribution< contained in the Last �Vill and Testament of my husband, Lewis A. Straw. Page 5 of`l6 . . SECTION 9: APPOiNTMENT aDF FIDUCZARIES 9.01 For purposes hereof,' the term "Fiduciary" and/or "Fiduciaries," however expressEd; shall refer to my Executor(s) andlor x�y Tiustee(s) who may be serving at any time. Where powers or discretions are conferred upon the fiduciaries, such powers ar discretions sha11 be exercised'by the Executor(s) as such, or the Trustee{s} as such,;as the case:'may be., in those respec"tive cap,acities. 9.OZ Appointment af Executor I designate and appoint BRYAN SHQOK to serve as my Executor. 9_03 Apv��intment of Trustee I also designate and agp.oint;BRYAN SHO.OK to serve as the Trustee of any;trust cre.a�ed ox at any tim.e.e�.sting hereunder. 9.Q4 Wai�er of Potential Con�`Zict of Interest In making my .designati�n of BRYAN SH�OK �s both �he Ege�u�tor and,Trustee, I recognize that. he may be placed in a position of potenti�l confliet with other fielucial responsibilities ��d representations arising out of those p�sitions andlar interest in assets in vvhich I may possess. I have deliberately selected BRYAN SHOQB vvith the said potential fo�e agparent; conflict in mind, and with ful].fa:ith and confidence' in him because of his familiarity with my financial:.affairs and my famity; and because o�the 'confi'idence 'in him I have developed during the �na.ny years in which he has represented me. I hereby direct that BRYAN �HOOI�, while acting as F.�tecutor and Trustee in goo.d faith and exercising due care, shall bs exonerated from any personal Iiability arising out of any decision which he may make or act.which he may tak� in.furtherance of the positions to which I have aPPoint�d him. Q'i ��.--- ��;�..J _A.Marian Straw SECTIOI�T 14: 'PIJWERS`OF EXXECUTOR l0.DI My Executor shall serve without bond. 10.02 My Executox shall haue all powers and discretions conferred by Page 6 of 16 Pennsylvania law,,and all powers and discreti�ns with respect to'my estate that are se.t forth or referred to hereunder ar in other Sections of this Wi11, �o be �xercised without court c�rder. l!0.03 My Executor is authorized to execute on my behalf or on'behalf af my estate any ta�re�urn which may be`filed. 1.O.D4 M� Executor shall ha�re, in addition to`any other powex; �he specific powers;ta in�est; reinvest, sell, rnortgage or otherwise dispose of any;part ar alI of rny esta�e, waithout the necessity of obtaining pri;or or subsequent court approval: 1�i.0� Distributions may be made in cash or in kind in the cliscretion t�f my Executor.- IO.Q6 No Exe+eutor shall be personally liable to any beneficiary�r other party irit�rested in mx estate or to any third parties, for any claim. aga:i�st my estate for the diminution in value of esta�e proper�y resuTting frorri matters involv7irig hazarclous substances, including ' any reporting ,of or respc��se to (i) the contamination of estate groper�y by hazardous substances, ox {iij violation� of an� eriuironm�n"ta1 law� relat�d to my estate, provided that my Executox:shall not be excused from:liability far his own negligence or wrongful or willful,acts.': 1!O.t17 To the ma�,mum extent permi.tt�d;by law, my Executor may withhold a di.s�ribu�ti.an to �, ben�ficiaxy hereunder until receiving from the benefici�y �n i�.demnifi.catiQZ� agreement in which the beneficiary agrees, "ta indemn'i£y the Executor. against cla.ims filed against the Executor as an "owner" or "operatox" under the Compreliensive Environmen�al Response, Compensation, and Liability Act qf 198.0, as from tin�e to time amended, or any regulation thereu�c�er, c�r any other en.vironxn�ental law SECTION 11:; POWERS AND AUTH4RITIES DF TRUSTEE; ADNIINISTRATION QF TR USTS 11.D1 In addition tq and not in lim:itation of, all powers, authorities, and discretit�ns,granted to any Trustee by statute, comrnon law, under any rule of court, or .conferred in other Sections of this Will, I hereby expressly confer upon my Page 7 of 16 Trustee the following 'powers, which may be exercised in my ;Trus�ee's sole and absolute discretion without.applic,ation ta,,approval of or ratification by any,court: {a} to invest and reinvest in any kind of�ropert�, real or personal, and i,ncluding common and ;preferred stocks, zero coupon bonds, voting trust ' certificates, securities, interests, and pbligations in or of corporations, governmental bodies or agencies; unincorporated associations, partnerships (general or limitedJ, limited liability companies, joint ventures, tenancies in common,:trusts, investment companies, investment trusts, common trust funds, ox in any other kind of pxoperty, domestie or foreign, wasting or nonwasting,productive or nonproduc�i�e, regardless of the faet that any or all o�the in�estments naade or retained are of a'charaeter or size vvhich would not be permissible under any statute or rule of court:or atherwise deemed advisabl�'far inves�ments by fiduciaries; (h) to retain, invest in, sell, mor�gage, lease, exchange, manage, subcli�id�, develop, build, alter, regair, improve, ra�e, abandon' or othQrwise deal with.or:dispose o�any property, regardl.ess of its n�ture,the lack of diversification of any trust,, or the fac� that any arrangement w�th respect to such property extends beyond the duration of any trust; (e) to vots i�person at stock or security holders''meetings, partners' or amembexs' meetings, or at any adjournment o�such meetings; to vote by general or limited proxy, with or withaut power of sub�titution, with r�<spect'to any su�h shaxes of stock or other securities; or to execute pro�ies to r�ne or more nominees; (d) to value and appra.ise the assets comprising the trust estate and make any allocations, di�isiQns or distributions requi.red ar p�rmitted by this Wil�in kind or in money, or partly i� kind and partly i.n money, in different assets or clisproportionate interests in assets, and to that end to allot t�'any part or share such assets, real or personai, or par:tions thereof or undivided i,nterests therein, as the Trus�ees may select. Except as otherwise herein spec�.fic�lly provided, the judgment and any determination of my 'Trustee in connection with, includ.ing any decisions to make a non-pro rata distributions and' any :decisio�.s regaxd.ing the v.alues assigned to various assets; shall be binding and conclusive on ali parties , Page 8 of 16 �terested therein;' (e) to retain, for any period, �11 prop,erty initially receivec� by my Trustee as a part 'of any trust created under my Will, including any assets with respect:to which xny Trustee is given the power:to invest and r�invest,'regardless of whether su�h property or asset constttutes a large part or all of arzy trust or are not o€the 'character, size, or:income yield perrnissib7� ar otherwise deemed advasable for investments by fiduciaries, as the f�duciarie� may determine, v�ithout any liability or loss;, (� to borrow money in such amounts and upon such term� and from such persons or corpora�ions a�, m;y '�rustee shall deem prudent, and for the repayment of any monies so borrowed, to bind the trust estate by the executian and delivery of.su�h o�ligations and such vther ±�videances af in,debtedne$s and'by the. im�osition of such;Iiens upon the real �nd personal,pr.operty of-.the trust estate or" any part thereof as my Trustee ma3�deem advi�able; ; (g) to pay, comgr�mise, ,adju�t, abandon, submit to arbitxation, renewx settle., sue;oi�, defend, sell, rel.e�se and otherwise deal with any claims or demarids of any trust a�ainst;other.s or o€athers against rny estate or such trust as my Trustee ma� determine, ii�cluding the aceept�nce of deed� of real property in satisfaction of bo�,d�; mortgages and sectzxity interests, and to make any payments, in cor�.nection with the exercise of thi� power which my Trus�e may determine, o�t of any�rust created under my'Will; ' `(h) ` ttt acna�ke, e�ecute, �cknowledge and :deliver alL such: deeds, assignments�, transfers, mortgages, pledges, leases, coven�n.ts, contracts options, promissory notes, guarantees, }�ills Qf sale, po�uers of attorney, releases and other instruments and documents; sealed<or unsealed, of'whatsoever chaxacter, and to do or cause to be done all such other matters or things as ,my Trustee may deem necessary or=proper �a effect or exereise any power or authority given to.ar �est�d in my Trustee herein or by!law; (i) to deal �vith matters involving the actual or �hreatened contamination of trust property (including interests in sole proprietorships, Page 9 of'16 . , partnershxps or corporations and any assets owned by such busin�ss entities) by hazardous substances, :or involving compliance with .environmental laws. In particizlar, iny Trust�e is empow�red: �1) to inspect and monitor any such property periodically, as 'it deems ne�es�a�, to deter�nine. compliance with any en�ironmental law a�fecting such propert�, with .all expenses.of such inspection and monitoring to!be paid �am the iricome or principal of the�rust; (2) to respond (or take any other actis�n necessary ta prevent, abate or "�lean up") as. it shall deem necessary, pxi�or to or after the initiation of enforcemexit action:by any gvvernmentai bod3�, to any actual or threatened violatzon of any en�ir�inmexital Iaw affecting any of such property; the cost afwhich shall b� payable firoxn trust'assets; ' (3) to refuse to accept;prop�rt� as a trust asset if it- determines th�� such property is contaminated by ax�y hazardous substar�ce or that such. pxoperty is .being used or has been used for ari.y activities directly`or inclirectly in�fllyi.ng hazardaus substance� which eould ;result in liability to. :the txust ox ot�erw�se impair the value of�rust assets; {4) to s�ttle or campromise a� any time �n� alai.m. against this �rust related to any such ma:tter asserted by-any govexnmental body or private party; (5) �o clisciaim any power which it �determines may cause it ta incux personal l.iab'ility as a xesult of such matters, whether such pawer. is set farth in. this. doeument, incorporated by reference herein, ;or gran�ed or implied by any statute:or rule of law; and (6) to decli:ne to serve as trustee or, having undertaksn to serve, resign at any tim�e it b�lieves there is or may be a conflict between it in i�s fi"duca.ary capacity and in its individual eapacity because of potential elaims or liabilities suhich migh"t be asserted against this trizst because of the ty�e or condition of txust assets_'When used in this document the term "hazart�ous :substance(s)" shall mean any sub,stance defined as hazardous or toxic ox otherwise regulated by any federal, Page 10 of 16 , state or local law(s), rule{s) or regulation(s) relating :to the protection of the envixonment or human health("en�iron,mental law(s)"); (7) to receive �any property,';real or personal; to be added to the trust from my spouse in any event .(and if the trustee cansents in writing, from any other person} by lifetime or testamentary �ransfer or otherwise; provided, however, �hat the trustee may requise, as .�. prerequisite to accepting''praperty, that the donating party pr�vide evidence satisfactory to my Tru�tee t�at (i) the property is no� eontaminated by any hazardous or toxic materials or substanc�s; and (ii) the property is :not being used and has never been used for any activities directly or ind;i�e.�tly involving the generation, use,' treatment, storage, disposal, releas�, �r discharge af any hazardous or toxie materials or substanees; 1 Z.42 My Trustee shall not be personally liabYe, to any beneficia� or �ther pa.�ty interested in the ,trust, or tn a.n� third parties, for any claim against the trust for �he dixninution in vatue o£ trus� property re,sulting,from matters involving hazardous substances, including : any reporting of or response: to (l.) the c�n�amina`�ion of trust propert� by' haaardous substances, or (2) �i.olation� �f any enviranmental laws related to. �he; tr�zs�t, provided that my 'I�ustee sh,all:not be exct�sed fram liability for its own negligence or wrongful or wi.Iiful acts. 1X.03 NotvQithstanding any ! contrary provision of this instrument, my Trustee may withhold, a' distributi�on ta a 1ieneficiary frpm a trust hexeunder until receiving from the beneficiary an in�iemnification agreement in which the bene�.ciazy agxses to indemnify .the trustee against any "claims filed against the trustee; as a.n "owner" or "operator" und�r the Gomprehensive Envirorimental Response, Gompensation and Liability� Act of 1980, as from time to tiam,e amended, or any regulation thereunder, or any other environmental law. 11.04 .My Trustee shall be excused from filing any accaunt with any court.All decisions made in good faith and with r,easonable ,diligence by my Trustee shall be conclusive and hinding on all persans having or acquiring an_y�nterest� in any trust under this �Vill. :11.05 My Trustee shall at.all times'serve;as such without band. : �'age 11 of I6 II:06 My Trustee, while acting in good faith and'exercising due care, shall not �be li�b�e or held responsxble for any loss; or depreciation in the value of any trust, cr�ated herein, resulting from any:of the investments or reinvestments made or retained as afaresaid.' .71.U7 T�e named TrusteQ� are hereby authorized to name and appoint such successor Trustee or Trustees, Go-Trus�ee or Co-Trustees as they may deem advisable, the said appointment to �e made by an instrumen�in=writing duly signed and exec�ted by :the Tr�st�ees, and delivered to the new Trustee .or Trustees. The,xeugon, suc�i new Trustee''or Trustees shall be uestt�d with al�l powers and duties granted to and imposed.upon the Trustees, h�ereina�ter named, includ'u1g the power of appainting .a successox ar Co-Trustee: The successor or Co-Trustee hexein referred to may be:either an individual or a�orparation. ' 1:I,Q8:A1ay remo.val �n�l appointment made pursuant t4 this Sectian shall be in wxiting and shall be effective when an executed copy thereaf is delivered to the corpor��e �'rustee then acti,ng as such, tvgether with a written acceptance of the, trust by the n�wly-appointed Trus�ee. 1!I.D9:Any Trustee may resign at anq time by sendin� notice by register�d mail to the r;emaining Truste�(s), if'any, and t�o the adult beneficiaries, if any, and to the guardi.an of any mirior beneficiaries, if any: #�fter thirty (30) days frbm the dat� of sueh mailing, such resig�ation shall become e.ffectivs, and thereafter the Trustee so resigning shall be discharged frdm any further duties hereunder, .such right flf resignation to be a continuing one. Such .right shall be c+onditzoned on the availability o£a successor Trustee. I Z.IO If at:any time the off"ice of Trustee of any trust hereunder should become va�ant, a majority of the bene�iciaries af such'trust to whom income or principal is then required or:perm%tted to be distributed and who are then sui juris shall have the right to appoi.nt.an indi�idual or a.bank or trust company to serve as successor Trustee of such trust. :r1.11 A Trustee:by instruxr�ent in writing may delegate to a Co-Trustee fox a specified period o� time any of such Trustee's power and authorities; p"rovided, Page 1`L of 16 they do no� discover such acts upon becomi.ng acting;Trustees. 11.13 No trust created hereundex shall be administered,under the;direction or jurisdiction of any court. 11,14 The property and assets of all trusts created he�eun�ier shall be held in the sole custody and possession of the Trustee. 11.15 Anything to the contrary notwithstand.ing, the Trustees may c�esignate such person or persons who may 'withdraw funds from a�y checking, savings or other similar account, maintained for any trust created i� this t�ViTl; and in such case only one (1) Trustee need be the signatQry for the withdrawal of funds from suc�accourit, or for sueh deed, instrument or document. 11.16: 3'he Trustee may change the sztus of any txust created hereunder (�nd �to the extent necessary or a.ppropriate, move the trust ass�ets) to a sta.te or country dther than the one in which the trust is administered,if the Trustee believes zt to be in the best interests of the trust or Qf the beneficiaries. The Trustee may ele�t that �he law of such other jurisdiction shall:govern the trust to the extent necessary or appropriate`under the circumstances. 17..�7 �ach person wha serves as a Trustee shall be entitled tc� recei�e reasonable compensa�ion far services rendered antl;reiinbursem�nt for reasonable e�enses. In t�,e case of a corpoxate Trustee, reasonable campensation is based upon it� published fee �chedule in effect at the time its services are rendere� +�r as Page 13 of`16 o�herwise agreed, and its compensation may va�y from time to time based upon that schedule. I1'.18 My Trustee shall ha�e the powex to merge any trust which I'seek to establish in this Will wit�. another trust wb,ich already exists and has similar beneficiaries, terms, conditions and pur�oses. Tlus especially app�ies to any trust(sj tb.at were created in my liuski.and's Will. SECTION 12, NiISCELLA,IVE4US PROT�ISiONS: 12.OX Fidueiary Provisions No Fiduciary named in this will 'shall be required to give bond or other security in any jurisdiction in:whieh he or his suceessor shall act in connection with my estate. Nor shall any guardian or pxo�er�y ar persons be required to give bond for`the faizhful performance flf theix du"ties �n any jurisdiction:. Te terms "E�cutor" and"Pers�nal Representative"�re to be used interc�a�gea�al�. 12.02 Speci�c Items of ProAer:ty �ifts of speci#ic items of praperty mentioned in this will or any sepa:rate vuriti.ng that is binding upon rny Executar shall<fail to the extent that I, or an� duTy authorized agent of mine, dispose of such property prior to my death. My Executrix shall not substitute eash.or any othex assets for any such pr�perty. X2.L�3 Matters of'Interpretation For simplicity, I znay have expressed :gronQUns and other terms in one numbe� and gender, but where appropriate to the `context, these terms shall be deemed.to include the other number or g`ender. 12.04 Para�aph Construetion Paragraph headings in this Will are f�r reference oiily and'shall not affect the meaning, construction or effec� of this WiIL 12,05 Survivorship If my husband and I die in a common disaster, and the order of our deaths is not clear, it shall be presumed that my husband survived me. Page 1�of lfi IN WITNESS WHERE(JF,I have hereunto set my hand and seal this.(, �'�'�.� day of April, 2010. �- w�-.�—.�- (sEaL> A.`Marian Straw SIC'�,1�ED, sealed, :publi�hed and declared b� A. 1VIarian Str�w; the above Testator, as and for her Last Will and Testament, in the presence'of us, who, at lrer reques�, in her presence and in the presence of each other, have herQUnto sub��ribQd our names as wi�nesses. . , : �2 �: �i..�c,�..� ��.,�� �- ��J�,,��_l � ' ��',� �f C x�esidence: � �'1..G�7� t-�:� ����� ' Witness �nc ,�•.�.,�P � . �P ����. � ' Residence: � S�/c iC � ! Witness Page 15 0�16 COMIYIONWEALTH OF PENNS�I.UANIA : . ss COUNTY �F CUMBERLAND : We, t�ie undersigned, whose nam�s .are signed to the attached or foregoing instrument, being firs� duly sworn and q`ualified according'to law, do hereby declare t+� undersigned authority that we were present and saw t�he' Tes�ator sign and e�eeut� the instrument as her will, �nd that she had signed willingly (q�willingIy dir�ctied another to sign for her), an.d that she executed it as ber fre� arid voluntaxy act for the purposes th�rein ��ressed; and �hat each c�f the witnesses, in the pr�sence and hearing of:the Testator, signed the will as witness and that ta the.best of their knowledge the Testator was at th�t time eighteen years of age or older, of ,sound mind and under �ao Eonstraint or undu�influence; and I, the saiti Testator, do hereby�cknowledge that I signed and executed the instrume�t as my'Ia�t will, that I; sign�d it willingly, and that I signed it as my free and voluntary aet'for the pizrpoSes therein e�zpr�essed. �. �-yi�.-...,��.�. �.... A. Marian Straw : � � � � ���� � �.�,.��h ,9��Lh f��,l�'Residence: �..��- I� +�. t'}cr�. ,— .�. Witness � � b r� �� .. � :; �: Residence: J ` . , �� Witriess- t Subscribed, sworn to and acknowledged before me by the abave-named witnesses, this_� day of April, 2010. COMMONWEALTH_ 0, F!_p�NSYLYANIq .� Mict�aei).'Wkosh.�a Pubqc ry otar Public Ca�,r+P HNI eoro,Cumbedand Coimty MY Wmrr�ssfa�Expires MarCh 2J,;2014 Me1liber'.Pennsylvulla Asscaatlon-of NotBries T'age 16 of 16 14 DREXEL HILLS CIRCLE ASSESSED VALUE 221,800.00 COMMON LEVEL RATIO 1.00 TAXABLE VALUE 221,800.00 14 DREXEL HILLS CIRCLE PI N: 26-24-0809-253 Deedbook:0025N-00645 Owner:STRAW, LEWIS A&A MARION Land Use Code: 101 Property Type: R Acreage:0.37 Square Feet: 1809 Taxable Status:T Clean &Green Status: Land Assessed Value$: 58100 Building Assessed Value$: 163700 Total Assessed Value$: 221800 Sale Price$:42000 Sale Date:Sun Mar 17 1974 08:00:00 PM Year Built: 1970 Municipality: NEW CUMBERLAND 2ND JAN 2014 PENNSYLVANIA DEPARTMENT OF REVENUE REALTY TRANSFER TAX COMMON LEVEL RATIO (CLR) REAL ESTATE VALUATION FACTORS FOR CUMBERLAND COUNTY The following real estate valuation factors are based on sales data compiled by the State Tax Equalization Board. These factors are the mathematical reciprocals of the actual common level ratios. For Pennsylvania Realty Transfer Tax purposes, these factors are applicable for documents accepted for the periods indicated below. The date of acceptance of a document is rebuttably presumed to be its date of execution,that is, the date specified in the body of the document as the date of the instrument. 61 Pa. Code § 91.102 7-2-1986 6-30-1987 9.52 7-1-2006 6-30-2007 1.14 7-1-1987 6-30-1988 10.00 7-1-2007 6-30-2008 1.22 7-1-1988 6-30-1989 10.53 7-1-2008 6-30-2009 1.26 7-1-1989 6-30-1990 11.11 7-1-2009 6-30-2010 1.26 7-1-1990 6-30-1991 12.05 7-1-2010 12-31-2011 1.25 7-1-1991 6-30-1992 12.35 (3 1-1-2011 6-30-2011 1.00 7-1-1992 6-30-1993 12.50 (3)7-1-2011 6-30-2012 1.00 7-1-1993 6-30-1994 12.82 7-1-2012 6-30-2013 1.00 7-1-1994 6-30-1995 13.33 7-1-2013 6-30-2014 .97 7-1-1995 6-30-1996 13.70 7-1-1996 6-30-1997 14.29 7-1-1997 6-30-1998 14.29 7-1-1998 6-30-1999 14.71 7-1-1999 6-30-2000 15.15 7-1-2000 12-31-2000 15.63 (1) 1-1-2001 6-30-2001 1.00 (1) 7-1-2001 6-30-2002 1.00 7-1-2002 6-30-2003 1.01 7-1-2003 6-30-2004 1.05 7-1-2004 12-31-2004 1.11 (2 1-1-2005 6-30-2005 1.00 (2) 7-1-2005 6-30-2006 1.00 (1)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1,2001. (2)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1,2005. (3)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1,2011. 617 PEFFER ST ASSESSED VALUE 34,000.00 COMMON LEVEL RATIO 1.38 TAXABLE VALUE 46,920.00 1/7/14 Courrtyof Dauphin� Ir�formation for Property07-004-001-000-0000,TaxYear 2014 DAUPHII�T CQLTL�'I'�� �.� � �� �* � M � " � . • Go'ro The... Information for Property 07-004-001-000-0000, Tax Year 2014 I�d Like To... ,..._.-------------- --- - - -------------- ........-- ..., _.__ �auphinCountyVdebsite � --- -�--��7 �--�----�-------�-�-" ': �<First � «Prev ; Property 2 of 4� See Ail € � Next» I? Last>) ! Starta New Search DaUphinCounryGlS '----- '- ' � --._.._._._._._. �.----_.._.___� �.------_�:_.__--— in_eractive hiaps Property infarmation v1eW'- ;Assessment Info. Dau'hin Counp �:_.__.. _ __. ._.. u I Tax Year Property ID Images See II AsscssoY,Faye 2014��x 07-004-001-000-0000 Billing&Collec6on G�uphin CountyTax Township Property Use CAMAlnformation Ciaims Page CITY OF HARRISBURG R04-3 STORY RESIDENCE DelinquentTaxes Dau�hin County Neighborhood Site Address � Treasurers Page 07002-REILY--McCLAY 617 PEFPER ST Pr�� Current Page Owner Name and Address Mailing Name and Address Parcel Report STRAW LEWISA STRAW LEWISA 643 BRISBAIN LN 643 BRISBAIN LN Loa In ENOLA,PA 17025-1557 ENOLA,PA 17025-1557 �a:�..f' � . . � ...saa.a�:-.':'� . Assessments Annual Billing Land Building Total Pref.Land Pref.Building Pref.ToWI Non-Exempt 10,400 23,600 34,000 0 0 0 Exempt 0 0 0 0 0 0 Total 10,400 23,600 34,000 0 O 0 Note:Preferential assessment values are used fortaxation when preferential values are greaterthan zero. Exemption/Exclusion{Clean and Green Type Status Land Artaunt Building AmouM Exemption Amount Farmstead7 Farm�tead Value v�fEdce version 2.Q-BETA Copyright Q 2009-2G13,DEV�JET,Inc.All rights reserved. �� �a �� Copyright✓2002-2012 Oauphin County.NII Rights Reserved. � HI�AA Privacy PJOtice (Privacy Policy�PA Sta[e YJebsite v�ebmaster�ekfauphinc.org � CounC,�of Dauphin,Department of Information Techneb 2 South Second Street,F�fth Fl Han�is6urg,PA 171.0B-1. � Contact Dauphin County�County Phone Numt Employees C loading �N.dauphinpropertyinfo.org/view/RE/07-004-001-OOQ0000/2014 1/1 JAN 2014 PENNSYLVANIA DEPARTMENT OF REVENUE REALTY TRANSFER TAX COMMON LEVEL RATIO (CLR) REAL ESTATE VALUATION FACTORS FOR DAUPHIN COUNTY The following real estate valuation factors are based on sales data compiled by the State Tax Equalization Board. 'These factors are the mathematical reciprocals of the actual common level ratios. For Pennsylvania Realty Transfer Tax purposes,these factors are applicable for documents accepted for the periods indicated below. The date of acceptance of a document is rebuttably presumed to be its date of execution, that is,the date specified in the body of the document as the date of the instrument. 61 Pa. Code § 91.102 (1) 7-2-1986 6-30-1987 1.09 7-1-2006 6-30-2007 1.33 7-1-1987 6-30-1988 1.23 7-1-2007 6-30-2008 1.40 7-1-1988 6-30-1989 1.26 7-1-2008 6-30-2009 1.46 7-1-1989 6-30-1990 1.36 7-1-2009 6-30-2010 1.42 7-1-1990 6-30-1991 1.43 7-1-2010 6-30-2011 1.42 7-1-1991 6-30-1992 1.48 7-1-2011 6-30-2012 1.36 7-1-1992 6-30-1993 1.50 7-1-2012 6-30-2013 1.38 7-1-1993 6-30-1994 1.54 7-1-2013 6-30-2014 1.31 7-1-1994 6-30-1995 1.51 7-1-1995 6-30-1996 1.63 7-1-1996 6-30-1997 1.67 7-1-1997 6-30-1998 1.73 7-1-1998 6-30-1999 1.78 7-1-1999 6-30-2000 1.84 7-1-2000 6-30-2001 1.87 7-1-2001 12-30-2001 1.85 (2) 1-1-2002 6-30-2002 1.00 (2) 7-1-2002 6-30-2003 1.00 7-1-2003 6-30-2004 1.07 7-1-2004 6-30-2005 1.14 7-1-2005 6-30-2006 1.24 (1)Adjusted by the Department of Revenue to reflect an assessment ratio change effective January 1, 1986. (2)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1,2002. . �. i ia � j,Y� , �u �11 ��zsans �u �93ham �ksss �s�sescts �lutl! t�aztc�e: I, DOLLY M. ENGLT5H, of Harrisburg, � of Dauphin Cawnty, I'en�is�ivania, ' Execut�Krix of the 7ast, i�V�l a,�d 3'eata�ntie�t of BETSEY E. ENGLISIi ` late of Dauphin Count,y, acndCreeti•nga: ' 3i[hcrsai, ThC saed BETSEY E. ENGLISS b�erlrrst ! I�V'idd and Testam�e�nE, duly proved and recorclt+d• in the�Kcgistcr'e Office of Danphin � ; County, Pennsyl�altia on January 23, 19 B 1 and recorded in Will Book 11l-3 Page 93 named her daughter polly M. English ' to be the Executrix of her T,ast Will and Testament. The decedent further author9.zed and directed her Executrix to sell all of her real estate, which included the hereinafter described � real estate, as soon a praeticable in order to lequidate her estate, � _ g � � � ' °'' COMMONWEALTH OF PEhlNSYLVANfA= c �' ^ N QEPARThtEFlT OF HEVENUE - � `ti ^' ° _ : � � �� � ' �� ��rn REALTY — t• �'1-- � • " iRANSFEA � c I� � x'� — ;n�. ' � � 1A% A@020'3i :U U. �� � o • I:B.IIIID "" '' :p G o �.�� . �• �� :.� C- � �q . ' • �. = T� , ' � � n m i� . Ctry of Harrlsbarg . ' � Harr{sburg Schoo! District Dauphirt CouMy, Pa. 2 0� Real Estate Transfsr Tax Date �S-�,0�-�(� _Jtimt. �n•�. �� �_�►..t..� ... : • Cotlectrng Agent i �-; � , ' .r M 1 ��m�ua��as, Tkat b� rrirtue of the�nYOer and autJeority afo�•eaaid, :•n said lVill cmatained,and in consirderation of tlae tum of six thousand ($6,600.00) Dodldr8, to me p�qid by �EWIS A STRAW$� Mirian Straw . of the Borough of His wife � � . New Cumberland in the Cownty of Camberland and St.ate of Pennsylvania the receipt RwTiereof is hereby acknocoledged, have gra�.ted,sdd, barpai�ied and eonvet�ed, an�Z do hereb�/ ,ryrnnt, acll, bar�ai•�a � and conve�to tJ�e snid L�WIS A. STRAW, his . ' Hcirs arud dsaif��s forever, dll that certain �iece or parcel of Zand aitunte in the . City of Harrisburg , County of Bauphim m�d State. �f P�nnx;r�l��tcttia.�hnund.e.�l a���l �Iescr�hc�7 ax � f ottorva, to uirit: • � ' EC_.Y 9O� F;wE2�U , �_ - . .. , � . ALL THAT CERTAIN piece or parcel of land, situate in the Seventh Ward of the City�of Harrisburg, County of Dauphin, and State of Pennsyl- . vania, bounded a.nd described as follows, to wit: BEGINNING at a point on the southwestern ❑qrner of Peffer and Wallace (formerly Elizaheth Avenue} Streets; thence westwardly along the southern l.ine of Peffer Street twelve (12) feet six (6) inches to the center of the partition wall between the property herein described - • and the adjoining property known as 615 Pe�fer Street; thence . southwardly through the center of said partition wall and beyond, sixty-nine (69) feet to a point on the northern line of a three , feet wide private alley; thence eastwardly dlong the northern line of said three feet wide private alley, twelve (12) feet six (6) inche� to a point on the western line of Wallace Street; thence northwardly alonq the western line o£ Wallace Street szxty-nine (69) feet to ' Peffer Street, the place of BEGINNING. � HAVING THEREON ERECTEA a three story brick dwelling house known as No. 617 Peffer Street. . � With the right to use the said three feet wide private alley in common ; ' with the owners and occupiers of other land abutting thereon. BEING the same premises which Betsey E. English, et vis,; by their ; deed dated October 17, 1957 and recorded in the Office of the Recor@er of Deeds in and for Dauphin County in Deed Boak Q, volume 92, Page � 462, granted and conveyed unto Hetsey E. English, the decedent and � grantor herein. . i ' i:::< �0� P�'iE�:1� . , ��; ti .. : ffim�rtkss w$th all and singular the riqlats, liberEies,�rirrilegea,laeredita�nenta a�tid apgrur- tenanees avlcatsoeuer thereunto belongin�/, or in any avise appertatnint� a�td tTie reveraiores � and re�nainders,rents,issues and profzts th.ereof, aud a11 tlae eatate8,rir�lat, title, intereat, � property,elaim and demancl znhatauever of thc sasd Betsey E. Enqlish ,at and 4�?ne�iatel� beforc�he time of her decease, =n Za'w or equ%ty, or othetrvi,9c lwzoeoever, of. 4��, to or out of tke aame. grantee, his �Q�xhe artD fa�ol� the said grmcted premisea to tlie aa$d Executrix Hefra and Assig�w fureaer. A�d slie the said Executrix for her Heira, • Ea�ecutor'a and Administratore,cove�aant zuith t]ce s¢id 5rantee h i s � Heirs and AsBigns aa a f oresaid, that � tke said Hetsey �, English died seixed of Lhe • pre�niaes herei� yranted, that ticey are f ree f rom alZ inczvmbrancea done or auf f ered, by her n�d that she taiT�, and her Heira, Tmecudors a��l Admin- � inf.rators, slu�ll znarrnnt anrl defe�.d tke aaane to the aaid grantee, his Heira and daeiq9aa, ayain.rt tlae lazofu? elaima a�id de�nancla of rldl persnn,.r cZaime�g by,fram ar under the eaid � Betsey E. Enqlish • or her Estate � ' 3n�itaYB, �IBharraf, I . I�Q�P ]y�reunf.o aet my hand and aeaZ , the 14th day of August in the g/ear of our Lord one th.ousand nine hu��tred and eighty-six (1986) _ , a�,'igu ,�txsle3 atth�al�tiesa� ssu. ; _.,....._......_......._.............................._......................................................... : iu fJne gxss a� � � ,,;) �j ' �». ' ......... ........................................... � ,//��j ....D'(3T�I; ':'.'�:NG��� �1� _....._. .�.��.(�•..�J(...._.;�'.._..... ..............._....._, �zec:at�IXof tl�e last T�ild and Testnment of BETSEY E. ENGLT5H ................................................................................................................................ _.........._..................__...._......._...._................................. Deee.axed � (&�muuaulvssitb a£�lsuusgibASUa 1 � sf. . . (Bussut� o� Dauphin ) Personally appeared before me a Notary Public in and for said County and State, Dolly M. English • � ��ecutor o� tice tuat Will and • Testu�ne�ct of Hetsey E. English deceaaed, and acknoroledged tke foregornq Deed or conr�e�ancc, to be her act attd deed, and desired tlLC aame ahou�CZ be reeot•dsd na auch. �1fCi3us�s m�hand aRUi aeal thia 19th day of August, A. v. iog� , _:���--.....�......�p-f�.{.t.kz�:,,.:., . ._.... _.;�:;t;::.:;: SA�H E� A?P1:JY� I;c_r,� !•.biii,`.<-� . Mr Can.�Mda.Cap4«a.e. �a;19.�4..: �. . " • � tl4o„N� Da�Gw^�/'' � . ..� ' . . ,.f�, VJ '�,�\- . . ai�� .. 1�..� • r., 600�5. BO� FaG.232 . , ,�. . 3�l:zsbg I�z:iiEq,�t tlae preei reai�ett.c � I- � of tJie GrQ�tee i ��:�''�.� '' �.;.�- . . ������'r� �7 c�,�� ......... Attor�tey f� ,,,., i ;; : • t. �q . `• � � ' � : . : i j j ! j � 3� . j _ � tt O � � Q�il � i i � f �q � r i E b � A r . g�� : � # � < <�., i a�' � � ! a � � U t`� � �'n a �'ti'U t "y � � • f ,4': ° i � j � o � . � x� td y 1 t ; � � ai � o i � a ) �� �t # vr� H� ; : , � { a i r " p{ �� ` �f� �� b � i �"� AY � : � : .� A�P � � : �7f [ � � a{ �. : `4 [ � � � � � � � Wi� �' � i � ��.,�' 'A+ � q''� �' ? q :W ` � i � p: .�? � y� ! � Q : � M � ; �:'� W: � i �h "� � � ' � f 1 �" � i ''� 'i+: �`,- ' • � �-{ N�i � ' ,w A � � H . � a!t� �; � ; ' �a` x€ , � � i � N:� H: +'� e 'B : i r� r j u v� �c+ � . u 0.`- W: � � .� : � � � ' � la;�1 (77 i k� .. M, �j` i � � 'q v '�6S � . � . � w � � w :� � � � � ; ' t' � a��F ; ; x �cate,ot Peonsy�vanra 4 Dauphin County, ( $. 5. � . Re�rded in ihe Ofiice for RecoNinB � � of deeAs,etc.,in and far the County of Dauphle�ir! Reciord Bpok�rFage e�.3� , , Wilnass my hand an6 seal M Oilice � • � �s �,�_day of Anno Daminl 19 b�'b , � � cw.� Racarder �c��;c v�� r,;�;�;5� ' 12/30/2013 15:24 7179204904 INTEGRIT`� CAMP HILL PAGE 02/05 Page: 1 Enclosures: 2 Statement taate: 12/20/2012 Account Number: 203007033 GYCLE-013 ***************AUTO**3-DIG17 170 658 0.6240 AT 0.374 3 189 �I���Ir���l�t�i�h��llll�ll�����l�I��I��Illl���ll��+��i��l��lll�� A MARIAN STRAW 643 SRISBAIN LANE �NOLA PA 17025-1557 Checking ' HIGH YIl�'LD �H,ECKlNG XtCCOUNT NUMBER 0203007033 pREVIOUS STATEt�NT HALANCE As OF 11/20/12 . . . . . . . . . . . . . . . . . . . . . . . . 17,2,97Q.94 ELUS 2 DEPOSxTS AND OTHER CREDIxS . . . . . . . . . . . . . . . . . . . 1,214.62 I,ES3 2 CY-IECKS AND OTHER DEHYTS . . . . . . . . . . . . . . . . . . . . . . 131.13 CURREATT STATEMENT BAL,ANCE AS OF 12/20/12 . . . . . . . . . . . . . . . . . . . . . . . . . �19,053.93 NUNffi�R OF DRYS IN THTS STATEI�NT PERIOD 30 • Account Transactions DA'1'k DESCRIPTION DEBTTS CREDITS �,2/03 AC-U3 TREASVI2'Y 303 -XXSOC 3EC 1,196.00 12/20 INTEREST PAYMENT 18.62 • Check Transactions SERIAL DA7� AMOUNT SERIAL DATE AMOUNT i699 ii�z3 a.ss.2q 1696* ii/Zi is.a� _-_--------- ^, , . TOTAL �o� . Tomx� : . . THTS PEI�TOD : YEAR--'�O-DATE : ------------------�------------------_-_�_---------------- : TOTAL OVEI2DRAFT F�ES . .00 : .00 : ,.._--�-------------------..---------------------�----------- : TOTAL 12�TYTRNED ZTEM FEES : .00 : .00 : ____W_�-----------------_�___��--------------__..___W_------ • Balance By Date 11/2o X12,9�o.4a 11/21 a.12,954.55 is/2s i�.2,$39.3i i2/os si4,o35.31 12/20 114,053.93 PAYER �'EDERAL ZD NiJI�ffiER. . . . . . . . . . . . . . . . . 52-2369022 ZNTEREST PAID YEAR TO DATE. . . . . . . . . . . . . . 113.91 *** INTEREST EARNEA THIS STATEMENT P�I�XOD *** INTEI2�ST EARNED . . . . . . . . . . . . . . . . . . . . . . . . 18. 62 ANNUAL PERCENTAGE YTELD EAFtNED . . . . . . . . . 0.20$ ---------_°___..--------------------------��---------- 12/31/2013 11:17 7179204904 INTEGRITY CAMP HILL PAGE 02/02 . . page: 1 Enclosures: 0 StatemenY Date: 12/31/2012 Account Number: 2201Q33556 CYCLE-031 ***************AUTO**3-DIGIT 170 2328 0.4650 AT 0.374 9 1 204 i�l'�n1��1��lni'llr1������i���li��ni���ni��i����nhillllil� Sl'RAW FAMTLY TRUS7 643 BRISBAIN LANE �NOLA PA 17025-1557 Checking ' M�NEY MKT BUSINESS ACCOUNT NCJMBER 2201033556 .00 pgE�TIOV5 STATSI�iQT SA�ANC1; A5 OF 12/09/12 . . . . . . . . . . . . . . . . . . . . . . . 899,814.82 PLUS 2 DEPbSITS AN'D OTHER CREDIT5 . . . . . • - • • • • • • � • • • • • ,b0 I,ESS 0 CHECICS }1NA OTHER pEBITS . . . . . . . . . . . . . . . � • : . . . . . 899,819.82 C;iRRET3T STATLMENT BA.LANCE AS Ok' 12/31/12 . . . . . . . . . . . . . . . . . • TILTNt�ER Ok' DAYS IN THIS STATEMENT PERIOD 22 � Account 7ransa �d�15 p�gITS ���� DATE pESCRIP'fION ggg�(�g,62 �,2/10 D8P03IT 135.20 12/31 IN'�ERE3T �'�n`'�N`� � Bal�nc BvDa� 12/09 _00 l2/10 899, 679.62 12/31 899,8J.9.82 PAXE�t FEDERA.L ID NUMBER. . . . . . . . . . . . • • . . . 52-2389422 � TNTEREST PRID YEP�R TO DATE. . . . - • • • • • • • • • 135... Y . r . � . . . - . . . . . i c a rd s o n ��n era l o m e 29 S°�H EN°�DR� � ) ENOLA,PA 17025 � (71'�732 0587 MICHAEL G.MURRAY STATENYENT O� FUNERAL GOODS AND SERVICE� SELECTED FUNERAL DIRECTOR/OWNER Charges are only for those items that you selected or that are required.If we are required by law or by a cemetery or crematory to nse ady items,we wiit explain in writing below. If you selected a funeral that may require embalming,such as a funerat with viewing,yau may have to pay for embaiming.You do not have to pay for embalming you did not approve if you selected arrangements such as a direct cremation or immediate burial. tf we charged for embalming,we will explain why below. For the Service of ���_�• <�f"�u°� Date of Death����'��•��'��, Charge to: ���'�,���i ..r�*ac�.� �c«r..•-es�.j t.a�"d� r�f°a•`�'�iCid�s 't-�` '6>.� �./rs.t��•� �� !�'ts,� � Name °` Address City State A.CHARGE FOR SERVICES SELECTED: Other ciothing � i. PROFESSIONAL SERVICE5 S Secvices of Funeral Director/Staff .... b-����-- t Embalmin ........... E/'v�� Cremation urn... ................ E g ........... Other preparation of body (Description) 0'f HER S ................. ... . ... S $ . .,. .. . SU&-TOTAL OF PROFESSIONAL SERVICES......... A1 Y a TOTAL MERCHANDISE SELECTED.................. B i 2.FACILITIES AND SERVICES C.SPEC7AL CHARGBS: Use of facilities and services for viewing(VisitadonlWake)......... i � Forwazding�f remains to Use of facilities and services s S�,�� (Funera(Home) for funera!ceremony ........... Receiving of remains from t3se of faciiities and services for ; Memorial Service ............... $ (Funerat Home) Use of equipment and services Immediate Burial................. S fpr graveside service............. i Direct Cremation................. f/�° �'•'°° Other use of facilities E SUB-TOTAL OF SPECIAL CHARGES ................ C E D.CASH ADVANCED �, ............................... $ Opening Grave ... ............... 8 SUB-TOTAL OF FACILITIESlEQUIPMENT........... A2 S Cemetery Equipment.....:........ E l Lotand Deed.................... S 3.AUTOMOTIVE EQUIPMENT Newspaper Notices—Local ......... $ ./ Vehicle to transfer remains to Funeral Home. Newspaper Notices—Out-af-town.... i � Local..............._.......-.•• $ � Telephone&Tetegracns ........... i � Heazse(Casket Coach) Airfare .......... �— ............... 5 Locai........................... E Clergy/Mass Offering.............. i � Limousine Pallbearers ...................... f _ Local..... ..................._. 8 - Cerd�ed Copies ofthe Death . "` f+- ,_ ............. S/��G-sa.�.' C� �,,C.. Family car Ceni6cate . ........ � . Local........................... $ Police Escort .................... E r Flower car or flora!disposition Flowers ........................ i. .� Local........................... S Vau(tServiee Charge ......... E Lead car/clergy car �`'��``z� ��'C°,�• .�-i ��i3° �-!_G,c'./f .,<1�,�-f�cs�_�:.FOtsi Local...... ..................... 8 . - Car for pallbearers ��^�� $ Local........................... S '� Out of cown transportation......... 8 t $ S � SUB-TOTAI. OF ADVANCES....................... D �j-3 � C%C�' 'SUB-TOTAL OF AUTOMOTIVE EQUIPMENT........ A3 � We charge you for our services in obtaining: TOTAL OF PROFESSI�NAI.SERVICES, (specify casb advances that are marked-up) FACILITIES AND AUTOMOTIVE EQUIPMENT ................................... A $ SUMMARY OF CHARGES B.CHARGE FOR MERCHANDISE SELECTED: A. Professionai Services, Facilities and Casket.......................... S f��� Equipment, and Automotive (Description) Equipment ...................... S B. Merchandise..................... f Other Receptacie ................. S C. Special Charges .................. 8 �- �� (Description) D. Cash Advances................... S `��- TOTAL OF ALL SECTIONS..................��... 8 Uuter burial container ... " ''j�" PA!D AT TI�4IE OF OR FIRIOR Tf3 � d=' ........., i�"•`�°'y. ` f' ,�> ARRAIVGEMENTS... . ., p 'l��''`"�` .--"�t.-.'�`�.?. 8 (Description) BALANCE DUE...�'�.°.�..a�r�""'..:�^5"'.�`�........ �, s� �: RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Receipt Date : 1/14/2013 Cumberland County - Register Of Wills Receipt Time : 12 :44 : 49 One Courthouse S quare Receipt No. : 1072686 Carlisle, PA 17613 STRAW ANNA MARIAN Estate File No. : 2013-00053 Paid By Remarks : BRYAN W SHOOK HMW ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 410 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 75 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 1571 $558 . 50 Total Received. . . . . . . . . $558 . 50