HomeMy WebLinkAbout02-10-14 1 t
1505610105
REV-1500 EX(M "(H)l INSOLVENT ESTATE
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year le m r
Bureau of Individual,Taxes
PO BOX 280601 INHERITANCE TAX RETURN J220 i 10� 5
rg
-
Harrisbu ,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
109/18/2010 i01/14/1933
- L-- - L--- —j
Decedent's Last Name Suffix Decedent's First Name MI
WHITMOYER I ' EMMA L
IN Applicable)Enter Surviving Spouse's Inforrnation Below
Spouse's Last Name l 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
t31D 1.Original Return O 2.Supplemental Return O 3. 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)
m 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 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
Jane M.Alexander (717)432-4514
REGIkTijR OF WILLS '
IfS -ONLY
77
C) m
First Line of Address _ W � rT n
-D
148 S Baltimore Street i � n rte- m --{
r z rn I rri rn
Second Line re
-. of Addss cr) A O
CD �
City or Post Office State ZIP Code "� ATE�LLED
'Dillsburg PA 9 o I r t
1701
r . (n o
Correspondent's e-mail address:jmalexander.148 @earthlink.net
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 wh' preparer has any knowledge.
SIfjIJATl1RE/ o AE `L RE FILING RETURN / /D / �DATE
A9ORESS
1550 Williams Grove Drive Mechanicsburg, PA 17055
SIGNATU E OF PREPARER O E T ENTATIVE DATE
AD
Baltimore Stredh Dillsburg, PA 17019
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105 J
1505610205
REV-1500 EX(FI)
RECAPITULATION
1. Real Estate(Schedule A). . .. ... ._. .. .. . . . .... . .. 45,000.00
. . ... .. .. .... . .. .... 1.
2. Stocks and Bonds(Schedule B) . ..... .. . . ..
. ... ... . . ..... . ... ... . . ... . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . .. . 3.
A. Mortgages and Notes Receivable(Schedule D) ,. ..
4.
5. Cash.Bank Deposits and Miscellaneous Personal Prouerty(Schedule E). ... ..
6. Jointly Owned PrOuertv(Schedule F) (=D Separate Billing Requested
7. .. .. .. 6,
Inter-Vivos Transfers&Miscellaneous Nan-Probate Prooerty - -
(Schedule G) (= Separate Billing Requested.. ... ... 7,
8. Total Gross Assets(total Lines 1 through 7). .... .. . .. .. .... _ . . ... . . .. .
6. 45,000.00
9. Funeral Expenses and Administrative Costs(Schedule H.. .. ... ... . .... .. ..
9. 727.50
10. Debts of Decedent. Mortgage Liabilities and Liens(Schedule l). ... . .
10. 45,506.11
11. Total Deductions(total Lines 9 and 10).. .. . ........... ...... ._.... . .
. 11. 46,233.61
12. Net Value of Estate(Line 8 minus Line 11) ... .. .. ...
. .... . ... . . ... . .. .. 12. -1,233.61
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) .. ..... ....... .. . .. ..... 13.
14. Net Value Subiect to Tax(Line 12 minus Line 13) . .. ... ... . .
4. -1,233.61
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_
16. Amount of Line 14 taxable 5.
at lineal rate X.0 45
17. Amount of Line 14 taxable 6.
at sibling rate X.12
18. Amount of Line 14 taxable 17.
at collateral rate X.15
18.
19. TAX DUE ...... ... . ... .. . .. . . . .. ... ... . .... .. ..... .. .... ... . . . . ..
19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
1505610205 1505610205
Ey iFil ?Zoe 3 Fit,Ntimbe, 2010-1115
Decedent's Complete Address:
NAME
Emma L Whitmoyer
QTREETADDRESS
1000 Claremont Drive
CITY STATE zip
Carlisle PA 17013
Tax Payments and Credits;
1. Tax Due(Page 2,Line 19) 0.00
A.Print Payments -
P.Discount
Total Credits r A+8 1 (2) 0.00
3, Interest
0.00
4, If Line 2 is crosier than Line I+i he 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 I +Line 3 is circular than Line 2 enter the difference.This is urt TAX DUE 0.00
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
L Did decedent make a transfer and: Yes No
a. retain the use or income of the uIrreartv transferred............. ...... .......—, L2
b. retain the right to designate who shall use the pmrary transferred or its mccine ..... ...................... [J
c. retain a diversionary interest ...... .................1-1.1........11......
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? L-1
4, Did decedent own an individual retirement account,arri or other non-probate property,which
contains a beneficiary destanadon? .... .......
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 RS.§9116(a)(1.1)(i)1-
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(r)(1.1)(J)I.The statute does not oxempt 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 Jury 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
addictive parent or a stepparent of the child is 0 percent[72 PS, 69116(ajf 1.2)j.
• The tax rate imposed on the net value of transfers to or for the use of the decedeftfs Phi berieficiarries is 4.5 percent,except as noted in t72 PS
• 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.§911((a)t1.3)).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.
��st Yll �rr� �e�kttmerct
OF
EMMA L. WHITMOYER
BE IT REMEMBERED, that I, EMMA L. WHITMOYER, Of 92
Pine Street, Dillsburq, York County, Pennsylvania, being
of sound mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament,
hereby revoking and making null and void any and all
Wills and Testaments and writings in the nature thereof
by me, at any time heretofore made.
ITEM 1: 1 direct that all my just debts and
funeral expenses be paid as soon after my demise as may
be convenient.
ITEM 2: All the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate,
whether it be real, personal or .;..�ed, i.nc:ludiny p�operr.y
over which I have a power of appointment, I give, devise
and bequeath unto my husband, MARLIN R. WHITMOYER,
absolutely, provided he survives me for a period of
thirty (30) days.
ITEM 3: Should my husband, MARLIN R. WHITMOYER,
fail to survive me for a period of thirty (30) days, I
then give, devise and bequeath my entire residuary estate
unto my children, DEBORAH L. FEARNBAUGH, HENRIETTA R.
CASTLE, GEORGE B. WHITMOYER, CINDY M. WIEGAND, in equal
shares per stirpes_
ITEM Al I direct my hereinafter named Executor to
pay all inheritance, estate, succession and legacy taxes
WITNESS:
(SEAL)
fSINA L. WHITMOYER
of whatsoever nature and kind, to which my estate or the
transfer of any property Passing hereunder or otherwise
Passing by reason of my demise, and may be subject and to
charge such taxes against my residuary estate, it being
my intention that none of the aforesaid taxes, either
federal or state, on any property required to be included
in my gross estate, under the provisions of any state of
federal law now in force or hereafter enacted, shall be
prorated among the persons interested in my estate to
whom such property is or may be transferred or to whom
any benefit accrues.
ITEM 5- I appoint my husband, MARLIN R. WHITMOYER,
as Executor of this my Last Will and Testament, Should
my husband, MARLIN R. WHITMOYER, predecease me, fail to
qua limy, cease to act c_ renounce Probate, 1 then appoint
my son, GEORGE B. WHITMOYER, and my daughter, HENRIETTA
R. CASTLE, as Alternate Co-Executors of this my Last Will
and Testament.
ITEM 6: 1 direct that my Executor, guardian or
their successors shall not be required to give bond for
the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, T have hereunto set my hand and
seal this day of 1993.
WITNESS:
_(SEAL)
EMMA L. WHITMOYER
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF YORK
We, EMMA L. WHITMOYER, JAN M. WILEY, ESQUIRE, and
PATRICIA A. OGG, the Testatrix and the witnesses
respectively, whose names are signed to the attached or
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 and that she executed it as her free and
voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing
of the Testatrix, signed this Last Will and Testament as
witness and that to the best of their knowledge the
Testatrix was at the time eighteen (18) years of age of
older, of sound mind and under no constraint or undue
influence.
WHITMOYER;`
WITNESS
WITNESS I '
Sworn to and subscribed
before me this L_:;
day of 1993.
NOTARY PUBLIC
MY COMMISSION EXPIRES:
r .0l5 al
5 D u �r I - ie lu-�t�ry Ar hlc
ii lli 1 �l. u
REV-1502 EX+(11-08)
pennsytvania SCHEDULE A
CEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDEM
ESTATE OF FILE NUMBER
Emma L.Whitmoyer 2010-1115
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 fads.
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 dead showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t 'It being the same premises which Stanley E.and Betty L.Breach by their deed dated November
f 15,1971 and recorded in the Office of the Recorder of Deeds of York County in Deed Book
Clu me 64S and page 913 granted and conveyed unto Martin R.and Emma L.Whitmoyer. '
iThe said Martin R.Whibytoyer having died March 29,1996 title therein vested by right of t
survivorship in Emma L.Whitmoyer. Property was sold November 14,2011 to
Glenn D.Morrison 45,000.00
I t i
s r A !
1
.� . . , u
I
f
r
TOTAL(Also enter on Line 1,Recapitulation.) $1 45,000.00
If more space is needed,insert additional sheets of the same size.
OMB NO,2502.0265 ~`
A. B. TYPE OF LOAN'
U.S.DEPARTMENT OF HOUSING 8 URBAN DEVELOPMENT i.QFHA 2 QFmHA 3,QCONV.UNINS, 4,[]VA S.QCONV,INS,
6, FILE NUMBER: L' LOAN NUMBER;
SETTLEMENT STATEMENT MOR171-11
8. MORTGAGE INS CASE NUMBER.
C NOTE This form is launched to give you a s tatementofachatsettlement costs. Amounts paid Wand by the settlement agent are shown,
Items rado,d 7POCf were paid outside the closing:they ate shown here,for informational pu,noses and are not included in the White.
1.0 In. (MORIJI.II PFNMORt]I.1iRe)
D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
GLENN O.MORRISON ESTATE OF EMM1A L.WHRMOYER CASH
1342 ST,LOUIS DRIVE 92 PINE STREET
HONOLULU,H196816 DILLSBURG,PA 17019
G PROPERTY LOCATION- H SETTLEMENT AGENT: 25-1619811 I. SETTLEMENTOATE'
02 PINE STREET TRI-COUNTY ABSTRACT SERVICE
DILLSBURG,PA 17019 Ravenna,14,2014
YORK County,Pennsylvania PLACE OF SETTLEMENT
19 SOUTH BALTIMORE STREET
DILLSBURG,PA 17019
J.SUMMARY OF BUYER'S TRANSACTION K.SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 45 000.00 401. Contract Sales Price 45,00000
002 Personal Property 402. Personal Property
101, SBtllement Changes to Buyer(Line 1400) 1 1,133.50 403.
104. 404.
105. -� 405.
Adjustments For Hems ltakq By Seller-in advance Adjustments FOr Items Paide Saner in advance
106,Chyleown Taxes IV14111 to 91A 1112 1 95.64 406.CI /Town Taxes 11114/11 to 01101/12 1 95.64
10-7 Coontp Taxes to I 407.County Taxes to
108. SCHOOL TAX 11114/11 to 117101/12 1 _ 1,157.47 408_SCHOOL TAX 11114tH to 07101112 1,157.47
109. -� 409.
110. 410.
111.
112. u 412.
120. GROSS AMOUNTDUE FROM BUYER 47,3WSI 420. GROSS AMOUNT DUE TO SELLER 46,253.11
200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTION$IN AMOUNT DUE TO SELLER:
201. De osil or earnest money 2,000.00 501. Excess Dealt{See instrudonsy
202. Priquirial Amount of New Loans 602. Sethemenl Charges to Seller Une1400 15,115.35
203. Existing loans taken ajt to 503. ExijbaiLjoan s taken sublet!to
204. 504.Payoff of first Mortgage to SELECT PORTFOLIO SERVI 31.137,76
205. 505.Payoff of secarrd Mortgage
206. 506.
207_ 507. (Deposit diob.aspnheedsZ_
208. 508.
209, 509.
Adjustments For Items Unpaid B Seller Adjustments For hones Unsold B Sella,
210. Cirytiown Taxes 10 510.Ci /Town Taxes to
211_ C..,tv Taxes to 511 County Taxes to
212. SCHOOLTAX to 512.SCHOOL TAX to
213. 513.
214. 514.
215. 515,
216, 516.
217, 517.
218. _ 518.
219. 519.
220, TOTAL PAID BYIFOR BUYER 2,00600 520 TO FAL REDUCTION AMOUNT DUE SELLER 46,253.11
300. CASH AT SETTLEMENT FROMRO BUYER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Buyer Line 12( 47 386 61 601 Gross Aduned true To Seller line 420 46,253.11
30Z. Less Amount Paid By/For Buyer(Line 220) ( 2,000.00) 602. Less Reductions Duo Seller(Line 520) i 46,253.1 i
303. CASH(X FROM)( TO)BUYER 45,386.61 603. CASH( TO)( FROM)SELLER 000
The undersigned hereby acknowied9e receipt of a completed cop)of pages 182 of this statement&any a0achmeras referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD-I SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF,IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. i FURTHER CERTIFY
THAT 1 HAVE RECEIVED A COPY OF T SETTLEMENT STATEMENT.
Buyer /,y �„ /l„er,,f.. Sever ESTATE OF EMM L,W OVER
ENN D. R IBON ''"f� BY� ��
70 THE BEST Of MV KN LEDGE,THE HUD-1 SETTLEMEN T TEMEN}'WHICH 1 HAVE PREPARED IS R TRUE AND ACCURATE ACCOUNT OF THE
FUNDS WHICH WE E C ED ANg AVE rN�D I E09Y.THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS
TRANSACTION. �Ci/1f
Settlement Agent
TS r
WARNING: IT I$ CRIME TO KNOWINGLY MAKE FALSE STATE EN TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S.CODE SECTION 1001 8 SECTION 1010.
1'•ee x
L.SETTLEMENT CHARGES
700,TOTAL COMMISSION Based on Price $ (h>. % 3 D00.00 _ rua Pao. Pa)p ra0.
Diws7on of Commission line 700 as Follows: eWres SeLLeaa
701.53,000.00 to ERA-NRT rumps a'r Nrysn'r
702.S 10 SsIlWi c $ETrt.r.mu
703.Commission Paid at Settlement -'-' gp0cl w
704 TRANSACTION FEE to ERA-Ni 195.X0 705,00
800.ITEMS PAYABLE IN CONNECTION WITH LOAN
801.Loan On2mation Fee % le
802,Loan Discount % to
$03.Appraisal Fee to
804.Credit Report to
805.Lender's Inspection Fee tc
121,Mort a e Ins.A .Fee to --"-
607.As9umPF Fee to -'-'-
805.
609. -.. _..-.. .._.._.�_
610.
Bit.
900,ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901.musubl From 10 @ $ /day ( days %)
902.MIP Totms.for LifeOfloan for months to
903 Hazard Insurance Premium for LO year. to w
904.
1000.RESERVES DEPOSITED WITH LENDER
Y00/.Hazard insurance months $ er month _ `
70X2.Mod a e Insurance months S per month
1003.City?own Taxes months @ $ per month
1004.DOnO Taxes months @ $ per month
t005.SCHOOL TAX months @ $ per month
7 06. months @ S ---per month
1007. months @ $ per month
1000.AGGREGATE ESCROW ADJUSTME months @ $ Per month
1100.TITLE CHARGES
1101.ATTORNEY'S FEE to THE LAW OFFICES OF BARBARA A.FEIN,P.C. _ E425,00 722,76
1102.CLOSING PROTECTION LETTER to FIRST AMERICAN TITTLE INSURANCE COMPANY
1103.Title Examinahon to ^i
7104 TITLE SEARCH&SETTLEMENT FEE to TRI-COUNTY ABSTRACT SERVICE 1105.RE-IMBURSEMENT TAX CERT to TRFCOUNTY ABSTRACT SERVICE 20.00
1106.Nola Fees to
1107.Attorneys Fees to JANE M.ALEXANDER,ESO DEED PREP 8 SETTLEMNT 235.00
includes above ilam numbers:
1108,Title insurance I0 T'RI-COLINTYAESTRACTSERVICEIAGENTFOR iSTAMERICA
Occludes above item numbers:
1109.Lenders Covers $
7110.Ovmefs Covarege $ !"-
llll.ENDORSEMENTS
ti12. _
113,
120D.GOVERNMENT RECORDING AND TRANSFER CHARGES
1201.Recording Fees: Deed $ 63.50;Mongage w Releases $ 63.50
1202.C, 1CCUni Ta#Scam s:Deed 450,00 Mortgage T �u 450,W
1201 Slate TaxfStamps: Revenue Stamps 450.00:Mori a e 450.00
1204.
1205.
1300.ADDITIONAL SETTLEMENT CHARGES
1301.Survey to
1302.Past inspection 10
1303.GRANT OF LETTERS to JANE M.ALEXANDER,ESO. 187.00
1304.APPRAISAL FEE to JOANNE WITMER 300,00
1305.See addict dish.exhibit to 1X,005.59
144X.TOTAL SETTLEMENT CHARGES Enter on Li as 103,Section J and 502,Section K 1,133.50 15,115.35
ar sior'eiv Pave r nl uva nla.meM,ineagn•mri•amxnmx•av,w rr a wmpmna mnraeaprvx arms rwneve sort
jn'am I �
TLEMEN
S TTLEMENT OFFICER /
Certified to be a true copy. ZI1lemem Agent i
i sea",I I I yeah,-I r 17.)
NOV-11-2011 11:55AM FROI- T-554 P.002/002 F-703
ADDITIONAL DISBURSEMENTS EXHIBIT
Buyer: GLENN D. MORRISON
Seller: ESTATE OF EMMA L. WHITMOYER
Lender: CASH
Settlement Agent: TRI-COUNTY ABSTRACT SERVICE
(717)761-8870
Place of Settlement: 19 SOUTH BALTIMORE STREET
DILLSBURG, PA 17019
Settlement Date: November 14, 2011
Property+Aeration: 92:PINE STREET
'DILLS8URG, PA 17019
YORK County, Pennsylvania
PAYEE/DESCRIPTION NOTE/REF NO BUYER SELLER
JANE M.ALEXANDER, ESQ.
FILE INHERITANCE TAX RETURN 30.00
JANE M. ALEXANDER, ESQ.
ATTORNEYS FEE 300.00
HENRIETTA CASTLE
EXECUTRIX FEES 200.00
AMY HAMBRIGHT
NOTARY FEES 10.00
JANE M.ALEXANDER, ESQ. ATTORNEY FOR ESTATE OF
SETTLMT PAYMT/PA DEPT WELFARE 9,445.59 `
TRI-COUNTY ABSTRACT SERVICE
WIRE FEE PAYOFF 20.00
Total Additional Disbursements shown on Line 1305 5 0.00 $ 10,005.59
(MOR 171-11.PFC)NOR 171-11/2 1)
i
®, plennsytvania S � �iJL
DEPan TfiOF nEVFNl1E FUNERAL EXPENSES AND
RESIDENT DECEDENT uarl ADMINISTRATIVE COSTS
RESIDENT pE T"D r
ESTATE OF
EMMA L WHITMOYER FILE NUMBER
2010-1115
Decedent's debts must be reported on Schedule I,
TEM _
NUMBER
DESCRIPTION
A. 1 FU NERAL EXPENSES: AMOUNT
Hoffman-Roth Funeral Home and Crematory, Inc.
1
B. I ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s)of Personal Representative(s) Henrietta R. Castle 200.00
Street Address 1550 Williams Grove Drive
ary Mechanicsburg state PA zip_1.7055
Year Commission Paid:
Z Attorney Fees: Jane M. Alexander, Esquire I 300.00
3. Family Exemption: (If decedent's address Is not the same as claimant's,attach explanation.)
Claimant None Claimed
Street Address
City_ _ State ZIP
Relationship of Claimant to Decedent
J. Probate Fees
187.50
S. Accountant Fees:
6. Tax Return Preparer Fees'
Filing Inheritance Tax Return
e. Notary Fee 30.00
10.00
TOTAL(Also enter on Line 9, Recapitulation) $ 727.50
It more space is needed,use additional sheets of paper of the same size.
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills Receipt Date : 11/08/2010
One Courthouse Spare Receipt Time : 13 : 58 : 24
Carlisle, PA 17613 Receipt No . : 1063247
WHITMOYER EMMA L
Estate File No. : 2010-01115
Paid By Remarks : JANE M ALEXANDER
HMW
------ - -- - - - ---- Receipt Distribution
- - - - - - - - - - - - -- - - - - - - - - - -
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST
WILL 135 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 4 . 00 CUMBERLAND COUNTY GENERAL FUN
AUTOMATION FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D
5_00 CUMBERLAND COUNTY GENERAL FUN
Check# 2001 - - --
- - -
Total Received. . . . . . . . . 7 . 50
N7 . 50
i
Pennsylvania SCHEDULE Y
-.cnaTNE"T OF REVENUE DEBTS OF DECEDENT,
m"=DE E TAX RerUnN
RESIDENT MORTGAGE LIABILITIES & LIENS
DEIEDEN?
ESTATE OF
EMMA L WHITMOYER FILE NUMBER
2010-1115
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
IT
fdEM MBER I --
'u DESCRIPTION VALUE AT DATE
OF DEATH
Joanne E.Whitmoyer Jack Gaughen Realtor Real Estate Appraisal
300.00
2. I Mortgage the Bank of New York Mellon Trust Company dated June 4, 1997 recorded in
Mortgage Book 1293 page 2744
31,137.76
3. I PA Department of Welfare Class B Claim$24,613.04 Settled by payment of
9,445.59
4. Jack Gaughan Realtor-Sales Commission and transaction fee
3,195.00
5. I Jane M.Alexander-Deed Preparation-Settlement
6. �City/County Taxes 235.00
450.00
7. j Law Offices of Barbara A.Fein P.C.-Attorneys Fees
8. Ii 722.76
TriCounty Abstract Service-Tax Cart
20.00
---.__ TOTAL (4iso enter on Line 10, Recapitulation) I$ 45,506.11
it more space is needed,insert additional sheets of the same size.
JACK
GAUDii1sburg G [� E N ®® office
19 North Baltimore Street
Dillsburg, PA 17019
REALTORT R A' (717) 432-0029
(717) 766-0055
(717) 432-0042 Fax
Jane Alexander Esq. March 17, 2011
148 South Baltimore Street
Dillsburg, Pa. 17019
Re: Emma Whitmoyer Estate
92 Pine Street
Dillsburg, Pa. 17019
Invoice for preparing CMA: $300.00
Due upon receipt
Thanks You: // J
Joanne E. Witmer
Associate Broker
Your Leader for Exceptional Real Estate Service
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF PROGRAM INTEGRITY
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG,PA 17105-8486
November 23, 2010
JANE M ALEXANDER ESQUIRE
148 S BALTIMORE ST
DILLSBURG PA 17019
Re: Emma Whitmoyer
CIS #: 060183062
SSN: ###-##-5240
Date of Death: 09/18/2010
Dear Attorney Alexander:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $88,162.32 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $24,613.04, was incurred
during the last six months of the decedent ' s life; therefore, it is a- Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries'
Code, 20 Pa. C.S.A. 3392 (3) . The balance of the claim, namely $63,549.28, is
to be entered as a priority Class 5. 1 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
Marie A. Trayer
Claims Investigation Agent
717-772-6723
717-772-6553 FAX
Enclosure
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11/101/2011 17:42 2156537454 BARBARA FEIN LAW OF-C PACE 62/03
LOAN SATISFACTION FOR SELECT PORTFOLIO SERVICING,INC.
LOAN NO. 3007015088
EMMA WHITMOYER
FIGURES GOOD THROUGH NOVEMBER 17, 201 it
Total DUE AND PAYABLE to "Select Portfolio Servicing,Inc." . .... . . . . . . ..$31,137.76
Principal Balance 8,514.56
Interest Through 11/17/11 981.95
Escrow 14,168.48
Accumulated Late Charges 93.14
Recoverable Corporate Advances 7,363.50
Other Fees 16.13
Total DUE AND PAYABLE to
"The Law Offices of Barbara A.Fein",comprised of the following:
Costs incurred by attorney in collection of loan obligation:
Court Statutorily Required Mailing Costs 25Dpp
Delinquent`1'ax.Ftepurt 75W
Commission(Poundage)(Estimated) 62176
Total Costs $722.76
Total DUE AND PAYABLE to
"The Law Offices of Barbara A.Fein,P.C." . .. . . . . .. . . . . .. . . . . . . . .. .. $722.76
TOTAL SUM DUE AND OWING
TO SATISFY MORTGAGE
OBLIGATION IN FULL EFFECTIVE
THROUGH NOVEMBER 17, 2011 . . . . . . . . . . . . . . . . . . . . $31,860.52
enns lvania SCHEDULE ]
, _�RT„ENTor AE/ EN°E
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF:
EMMA L WHITMOYER FILE NUMBER:
2010-1115
NUMBER NAME AND ADDRESS OF PERSONS)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Do Not List Trustee(s) OF ESTATE
Sec.9116(a)(1.2).]
L Henrietta R Castle
daughter 25%residue
1550 Williams Grove Rd. Mechanicsburg,PA 17055
2. Cindy M.Weigand daughter 25%residue
3727 Tom Starnes Rd. Waxhaw,NC 28173
3. Deborah L.Feambaugh daughter 25%residLue
1299 North Road Lot921 Groton,CT 06340
4. George E.Whitmoyer
son 25%reisdue
15 Bentz Mill Road East Berlin,PA 17316
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. $
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