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HomeMy WebLinkAbout02-21-14 s 1 1505610105 J REV-1500 EX(ozii)IF[) OFFICIAL USE ONLY _ Department of Revenue Pennsylnia Bu Bureau of Individual Taxes County Code Year File Number PO BOX28o6o1 INHERITANCE TAX RETURN Harrisburg,PA 17128-o6o1 " RESIDENT DECEDENT / 7 ENTER DECEDENT INFORMATION BELOW 05242013 10261924 Decedent's Last Name - Suffix Decedent's First Name MI Alspaugh Bettie J (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 CID 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 Joan L. Crowl 717-448-038 -11 REGISTEI)�iF_1NILLS USE ONLY -7 T r First line of Address f N 911 Cavalry St Second Line of Address - -----------------. .. .. ----- -- - - zz -_ N O City or Post Office State 21P Code DATE FILED -� Carlisle PA 17013 Correspondent's e-mail address:joancrowl @Comcast.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 which preparer has any knowledge. SIGNATURE Oj-yPERSON R E FOR FILING RETURN DrA7E t//�'t�' ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 �\ L 1505610105 1505610105 J r 1505610205 REV-1500 EX(Fl) Decedent's Name: Bettie J.Alspaugh RECAPITULATION 1. Real Estate(Schedule A). ..... ..... .................................. 1. 185,000.00 - 2. Stocks and Bonds(Schedule B) ....................................... 2. 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. 2435.26 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... .6. 7. Inter-V vos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets(total Lines 1 through 7)............................. 8. 187435.26 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 35546.92 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............ ... 10. 68551.97 11. Total Deductions(total Lines 9 and 10)........................ ......... 11. 104098.89 12. Net Value of Estate(Line 8 minus Line 11) .... .......................... 12. 83336.37 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. 83336.37 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.045 83336.37 16. 3750.14 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE ........ .... . ............ ..... ............ ............... 19. 3750.14 ..... ............ ....... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 1505610205 1505610205 t REV-1500 EX(FI) Page 3 Fire Number Decedent's Complete Address: x013 DECEDENTS NAME Bettie J. Alspaugh STREETADDRESS 744 W. Penn St CITY - STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1)3750. 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+6) (2) 3. Interest (3) 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) 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 ............................................ ❑ E c. retain a reversionary interest.............................................................................................................................. ❑ E d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 0 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.................................................................. .......................................... El E - - 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? .................................................................. El ...................................................... 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)1. • 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+(12-12) pennsylvania SCHEDULE A DEPARTMENTOF REVENUE INHEIUMCE TAX Rt7URN REAL ESTATE RESIDENT DECEDEW ESTATE OF: FILE NUMBER: Bettie J. Alspaugh 2013-00740 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• 744 W. Penn St., Carlisle, PA 17013 $185,000. TOTAL(Also enter on Line 1, Recapitulation.) # 185,000. If more space is needed,use additional sheets of paper of the same size. ❑ CORRECTED if Check, FILER'S name,street address,city or town,province or state,country,ZIP 1 Date of closing OMB No.1545-0997 or foreign postal code,and telephone number PA Real Estate Settlement Services,LLC 354 Alexander spring Road X013 Proceeds From Real Carlisle,PA 17015 2 Gross proceeds Estate Transactions Phone:717-249-6333 $ 185,000.00 Fo m 1099-S FILER'S federal identicatim number TRANSFEROR'S identification number 3 Address or legal description 20-1892322 Copy B LACcountorewm.'S name For Transferor This is important tax 744 West Penn Street information and is being e of Bette S.Alspaugh Carlisle, PA 17013 furnished to the Internal focluding apt.no.) Carlisle Borough Revenue Service.if you are required to file a return,a negligence vince or state,country, penalty or other try antl ZIP or foreign Postal code 4 Transferor received or will receive property or services sanction may be as part of the consideration(ft checked) -� imposed on you if this ow number(see instructions item's required to be 5 Buyer's part of real estate tax reported and the IRS 2014-021 $ determines that R has Form 1 099-$ not been re ported, (keep for your records) www.irs.gov/form1099s Department of the Treasury-Internal Revenue Service Questions about this statement can be answered by calling PA Real Estate Settlement Services, LLC at 717-249-6333. Instructions for Transferor For sales or exchanges of certain real estate,the person responsible for closing Box 1.Shows the sate of dosing. a real estate transaction must report the real estate proceeds to the internal Box 2 Shows the gross proceeds from areal estate transaction,generally the Revenue Service and must furnish this statement to you.To determine if you sales price.Gross proceeds include cash and notes payable to you,notes have to report the sale or exchange of your main home on your tax return,see assumed by the transfers,(buyer),and any notes paid off at settlement.Box 2 the instructions for Schedule D(Form 1040).If the real estate was not your main does not include the value of other property or services you received or will home,report the transaction on Form 4797,Form 6252,and/or the Schedule D receive.See Box 4. for the appropriate income tax form.If box 4 is checked and you received or will Box 3.Shows the address or legal description of the property transferred. receive like-kind property,you must file Form 8824. Federal mort gage subsidy.You may have to recapture(pay hack)all or pan o{ Box 4.If marked,shows that you received a will receive services or properly a federal mortgage subsidy if all the y hav t apply. (other than cash or notes)as part of the consideration for the property tea include The value of any services or property(other than cash or notes •You received a loan provided from the proceeds of a qualified mortgage band not included in box 2. )is or you received a mortgage credit certificate Box 5.Shows certain real estate tax on a residence charged to the buyer at •Your original mortgage loan was provided after 1990. settlement.If u have alread •You sold or disposed al Y Paid the real estate tax forme period that posed of your home at a gain during the first 9 years after you paid to determine your deductible real estate tax.But if you have already •Your income for the year you sold or disposed of your home was over a deducted the real estate tax in a prior year,generally report this amount as specified amount. income on the"Other income"line of the appropriate income tax form.For.more Title IAN increase your lax See Form 8828 and Pub.523. 'irttermation'see'POti.323,-PU6525,antl Pub.530. Account number.May show an account or other unique number the filer Future developments.For the latest information about developments related to assigned to drstinguish your account. Form 10995 and its InaimdIOna,such as legislation enacted after the form and instructions were Published.go io wwwirs.gov 1/erm[0g9s. IF THE TAX ID NUMBER SHOWN ABOVE AS "TRANSFEROR'S Identification Number" IS INCORRECT OR BLANK, PLEASE FILL IN THE CORRECT TAX ID NUMBER HERE: Receipt of this statement is hereby acknowledged SOCIAL SECURITY NUMBER/TAx ID NUMBER this day of 20_ The Estate of Bette S. Alspaugh MADE THE day of October in Um yen- of our Lord one thot-and nine hundrrd fifty seven (1957) -�• REMEEN ARTHUR V. ENCK and MARGARET K. ENCK, his wife, of the - - Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter I called - Grantor S, ! and LAWRENCE C. ALSPAUGH and BETTY ALSPAUGH, his wife, of the - Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter called iGrantees VVITATESSETH, that in consideration of Forty Two Hundred ($4,200.00) - - - - -Dollars, in hasul paid, the reccipt achereof is hereby acknowledged, the said grantors do hereby grant and convey to the said grantees , their heirs and assigns, as tenants by the entireties, ALL that certain tract of land situate in the 4th Ward of . the Borough of Carlisles Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING zt e pointi"on the South side of .West-Penn Streets j which point is the dividing line between Lot No. 19 and Lot No 18 on the hereinafter mentioned Plan of Lots; thence Eastwardly along the South side of West Penn Street, 120 feet to a point, the dividing line of Lot No. 17 and Lot No. 16; thence at right angles to West Penn Street, and parallel to Orange Street, South- wardly 125.35 feet to a point; thence 'Westw2rdly on a line parallel with West Penn Street 120 feet to a point; thence Northwardly on a line parallel to Orange Street 125.35 feet to a point, the Place of Beginning. . BEING all of Lot No. 17 and Lot No. 18 on that certain Plan of Lots as laid out and adopted by W. 0. Smith on the 10th day of July, 1951s said Plan of Lots being recorded in the Office of the Recorder of Deeds in Plan Book No. 5, Page 16. AND BEING the tract of land which Noll B. Smith and E4elyn M. Smith, his wife, by their deed dated December 15, 1955 and recorded in the Office aforesaid in Deed Book •W", vol. 16, page 331, granted and conveyed to Arthur V. Enck and P:argaret K. Enck, 1312 7 J Y'N his wife, the grantors herein. a1 ox 75� enct 73"� Y i hfADE THE 8� day of October in the year of our Lord one thousand nine hundred fifty seven (1957). j BETWEEN ARTHUR V. ENCK and MARGARET K. ENCK, his wife, of the _ - i Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter called - Grantors, and--"LAWRENCE C. ALSPAUGH and BETTY AISPAUGH, his -wife, of the i .. i Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter called I . . . .. - Grantees WITNESSETH, that in coraideration of Forty Two Hundred ($4-,200.00) - - - - _ --_ _ _ _ - _ - - - _ _ _Dollars, j in hand paid,the receipt whereof is hereby acknm iedged, the said grantors do hereby grant and convey to the said grantees , their heirs and assigns, as tenants by the entireties, _ ALL that certain tract of land situate in the 4th Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: __, -- ----BEGINNING-at z"po�a on th�u�Fi s1aLroY-west-F+en¢-5-crscc�_..___ : __.. - which point Is the dividing line between Lot No. 19 and Lot No 18 on the hereinafter mentioned Plan of Lots; thence Eastwardly along the South side of West Penn Street, 120 feat to a point, the dividing line of Lot No. 17 and Lot No. 16; thence at right angles to West Penn Street, andpnrallel to Orange Street, South- , wardly 125.35 feet to a point; thence Westwardly on a line parallel with West Penn Street 120 feet to a point; thence Northwardly on a line parallel to Orange Street 125.35 feet to a point, the Place of Beginning. - BEING all of Lot No. 17 and Lot No. 18 on that certain Plan of Lots as laid out and adopted by W. O. Smith on the 10th day of July, 1951, said Plan of Lots being recorded in the Office , of the Recorder of Deeds in Plan Book No. 5, Psge 16. AND BEING the tract of land which Noll B. Smith and E4elyn M. Smith, his wife, by their deed dated December 15, 1955 and - recorded in the Office aforesaid in Deed Book "W", vol. 16, page 331, granted and conveyed to Arthur V. Enck and Margaret K. Enck, his wife, the grantors herein, y'�„�;� .. _. ... , - BOOK 133.PACE. 574 REV-iSOR EX+(o&u) pennsylvania SCHEDULE E DEPARTTIENT OF REVENUE CASH, BANK DEPOSITS & MISC. RNMERRANDE TAX RETURN RESIDENr DECEDENT PERSONAL PROPERTY ' ESTATE OF: FILE NUMBER: Bettie J.Alspaugh 2013-00740 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 _ M&T Bank, 1 W. High St.,Carlisle, PA 17013 Account Number 3741052843,checking acct. (j TOTAL(Also enter on Line S, Recapitulation) $ 2435. - If more space is needed,use additional sheets of paper of the same sae. Estate of Bette Alspaugh C/o Joan L Crowl 911 Cavalry St. Carlisle,PA 17013 Estate of: BETTE ALSPAUGH Total Unpaid Balance Account Number Probate Case No Date of death $50,280.91 12044463201644998 2013-00740 5-24-13 Dear Sir or Madam: Enclosed herewith is a copy of the Creditor's claim for the above referenced estate. If you have any questions,please call our company toll free at 800-837-7689. dia ' Luveena A Ward Probate Estate Specialist – — —Enctosures Cc:Stephen Alspaugh,Star Mowery NOTICE:SEE ATTACHED.PAGE(S) FOR CLAIM DETAIL 1 800 724 1633 • Payment Processing—P.O.Box 62182,Baltimore,MD 21264-2182 Mortgage account information,just a click away. www.mtb.com Q M&TBarik "11CCOUNTsfO. ACCOUNT TYPE STATEMENT PERIOD: " RAGE 3741052843 M&T SELECT WITH INTEREST APR.27-MAY.24,2013 1 OF 2 00 0 04319M NM 017 BETTE S ALSPAUGH JOAN L GROWL 744 W PENN ST CARLISLE PA 17013-2246 INTEREST EARNED FOR STATEMENT PERIOD 0,00 HIGH STREET-CARLISLE INTEREST PAID YEAR TO DATE 0,03 ACCOUNT SUMMARY BEGINNING DEPOSITS,& :OTHER CURRENT.. ENDING'..:; ALAI4CE K}THER: ADDITIONS CHECKS PAID %`SUBTRACTIONS_- ,lmTER T PD . .. NO. AMOUNT N0. AMOUNT NO. AMOUNT 146.22 5 3,485.65 9 404.23 5 792,39 0.00 2,435.25 - ACCOUNT ACTIVITY POSTING DEPOSITS;;INTEREST _CHECKS &::OTHER DAILY DATE TRANSACT ON DESCRIPTION OTHER ADDITIONS .SUBT - IONS :rHALANCfi 04-27-13 BEGINNING BALANCE - $146.22 05-02-13 DEPOSIT 120.00 05-02-13 CHECK NUMBER 2239 50.00 216.22 05-03-13 SSA TREAS 310 XXSOC SEC 1,339.00 1,555.22 .05-06-13 ATG MONTHLY DDA TO SAY 20.00 1,535.22 05-07-13 CHECK NUMBER 2235 14.95 1,520,27 05-08-13 REVERSE ATG 20.00 05-00-13 CHECK NUMBER 2238 150.00 05-08-13 LINE OF CREDIT PAYMENT 204463201644999 375-39 1,014.88 05-10-13 ROYAL NEIGHBORS INS. PREM. 245.40 769.48 PURCKNSE'ON"05-/Il .... -. .... 45.15.... . NF,LL'S - WALNU950 WALNUT BOTTOM CARLISLE PA 724,33 05-14-13 PP ELEC BILL 106.45 617.88 05-16-13 PERSHING BROKERAGE 6.65 624.53 05-21-13 CHECK NUMBER 2240 189.28 435,25 05-24-13 WEB XFER FROM SAV 2,000.00 2,435.25 ENDING BALANCE $2.435.25 .CHECKS PAIb SUMMARY 2235 05-07-13 14.95 2238• 05-08-13 150.00 2239 05-02-13 50.00 2240 05-21-13 189.28 ANNUAL PERCENTAGE YIELD EARNED 0.00 % I REV-1511 Ex+(08-13) E pennsylvania SCHEDULE H DEPARTMENTOr REVENUE FUNERAL EXPENSES AND INNEWANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bettie J. Alspaugh 2013-00740 Decedent's debts must be reported an Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hoffman-Roth Funeral Home&Crematory, Inc.,AEx t ID 16899-137-funeral exps $7,12242 2. Westminster Cemetary, LLC-Grave opening 1906.00 3 Westminster Cemetary, LLC-Headstone engraving 499.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City _ State ZIP v_ Year(s)Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address -- Cty State ZIP Relationship of Claimant to Decedent 4. Probate Fees: R e j 5+e_v—aP LA) (,s Co m 6 e✓I or) Co v t� 293.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. Other Administrative Costs: I. Costs to prepare house for sale(painting, repairs,electrical work,etc.) 5100.00 2, Settlement Costs 17975.00 3. -Homeowner's Insurance 713.00 4. Carlisle Area School District Real Estate Taxes 1938.00 TOTAL(Also enter on Line 9, Recapitulation) $35546.92 If more space is needed,use additional sheets of paper of the same size. RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date : 7/02/2013 Cumberland County - Register Of Wills Receipt Time : 13 : 27 : 12 One Courthouse Square Receipt No. : 1074716 Carlisle, PA 17013 ALSPAUGH BETTIE J Estate File No. : 2013-00740 -- Paid By Remarks : JOAN L CROWL Wz ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 210 . 00 CUMBERLAND COUNTY GENERAL FU WILL 15 . 00 CUMBERLAND COUNTY GENERAL FU SHORT CERTIFICATE 10 . 00 CUMBERLAND COUNTY GENERAL FU JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M. AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FU INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FU INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FU ---------- ------ Check# 2243 $293 . 50 Total Received. . . . . . . . . $293 . 50 Statement of Estimated Seller's Costs This form recommended and approved for,but not ramiaed m,usr by maabta of the Grease Hurisburg Assodatioo or REAL•TORSa DATE PREPAREDI ' t ���� t'f SALE PRICE �g�t tic PREPARED BYfZ PROPERTY 1 1t3.�P'�u+ .�•._. __ The following estimate,shovring-the amounts.to he paid,supersedes-all previous agreements, oral or writt6a,and is provi SO that the Seller will understand what costs will be deducted from the Gross Sale the time-of settlement. I. Real Estate•.Commission 6ch of S IBS,CADO • Z Transfer Tax 07o of ........... 3. Preparation of Deed*.............................._........_....................$ 3a�7 4. Notary Fees ---•-:--•-••......-'•...............................•..._......._... S. Ditbursement FecslSetdement Fee -.._.--.».............................. -.--5 _ 6. Transaction Fee ....._.... ........................ S � 7. Wood Infestation Report ....................................... 8_ Well Water Analysis Report . .......................... _ 9_ Private On-Lot Sewage System Inspection...............'__••_.......__.....^_•`--S 14. Lead Based Paint Assessment/Inspection ...........................................5 11- Additional Impec[ions/CertiFicatious (e.g_, roof, structural, systems) ....... ............S I2_ Home Warranty Plan . ............»...-- _------ -• --- $ —_ I3. Municipal Code Enforcement Inspection/Fees ...................................... $�..� 14. Repairs ..................------------------........i-VfvV1k. $ I5_ Buycrs-Settlement/Closing Costs ........................... ..................... 16. VA./FHA Tax Escrow Service Fee ................................ .................S ' 17. V,o,•/FFIAor,Other Document Preparation .......................... .._.,..__.._... 5' 18. Flood Certificat ion__.._..__...•.......................°-_'---__..............5 _ 19_ „f�*t>rniht,(F'.xrp¢a Mail rhargpa S r — 2D_ Domestic Lien Search 21- COM .......... .............. ................_ S- E7. CI 1S 'h are approximate fig es. Fcact figures will be provided at the time of settlemcot. n add-i • o assist in financing in the amount of S for years at %it 4th monthly payments of S :aced on the above figures,ScAer hereby fully understand that they will net approximatelvS te-21 from hieh dedue[ion wilt be r credit given,as the rase may be,for payment of existing mottgage(s),judgmen(s),prepayment penalty,satisfaction fee,r_St3'ow adjustment and any ctts or cocumbrances, tax or insurance adjustments,server, water, or rent adjustments, and any other items to which the parties agreid in their cot /We hereby acknowledge receipt of"a copy of this Statement of Estimated Sellers' Settlement Costs and approve the above Estimated charges. ef2nt,,e�.t._- 4eJm An- r, . /1'c754-_ �17sfnuf{ r � VITNFSC � � SELLER: r bATEkt uITAtESS SELLER- DATE: J ¢ K O W mO�Cmi W; F €_ W m r. Q m m Z w mmmU a; m?mo =� W O W . .m R mov 3 F mmc fix¢ � a _ F 0 N N t9 W v m m m m. J vs N i` m O O CL a° v n ul Z. N # m 2 z, W w ¢ m O O aa'. Q m 3 u' W ~ m O cr E - U © f _ 6C i C15 E. G� e 0 0 ¢ lL x W mo W C:T W o 8a UJZ � >m m WQ _FU m -QN -a-d Z)IJ 0< Wfn 0<�Q mga"'aQ ;; €QnU t 0 v goo o 61 y m m = - me O _ U a.U a m m O a REV-1512 EX+(12-12) pennsy(vania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & !TENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bettie J. Alspaugh 2013-00740 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 t M&T Bank, Mortgage 50,281.00 2. Dept. of Public Welfare reimbursement claim for Decedent's care CIS#: 178490523 16676.32 3. Kough's Oil Service 717-85 4. PPL-electric bill 582.00 5. Borough of Carlisle-waterfsewer Acct 007998-000 294.80' TOTAL(Also enter on Line 10, Recapitulation) ; 68551.97 If more space is needed,insert additional.sheets of the same size. Page: 1 Document Name: untitled 5140 POLN LOAN PAYOFF 02-18 10 : 20:14 02/18 ASSOC 1 APPL IL BANK 120 BRANCH 0444 PRODUCT DFLT VIEW 99 PAGE 1 ALSPAUGH BETTE LN TYPE 8 EFF DT CTP 6 PAYOFF BALANCES CURRENT BALANCES EFFECTIVE DTE ADJ TOT PRINCIPAL 49, 928 . 10 49, 928 . 10 TOT INTEREST 560.49 522 .28 38.21 TOT INSURANCE . 00 .00 . 00 TOT DEALER REB . 00 . 00 . 00 TOT LATE FEES 7. 61 7.61 TOT OTHER CHGS . 00 .00 TOT MISC FEES . 00 . 00 TOT MIN INT . 00 . 00 . 00 TOT EXTN FEES . 00 . 00 TOT TERM FEES 27.00 27 .00 . 00 TOT ADVANCE FEES . 00 . 00 - TOT FEE REBATE . 00 . 00 . 00 ----- -------- ** FTLO *** TOT PAYOFF 50, 523 .20 GOOD THRU 02/25/14 ADJ DAYS 7 TOT OL PRIN - TOT OL 0TH . 00 TOT CUR PERDIEM 5.45789 CUSTOMER 6320164 LOAN 4998 DATE 0225142 PART LOG N TYPE 09=STLN 10=TRAC ll=STCM 12=STPS _ Date: 2/18/2014 Time: 10 :22 : 09 AM Crawl,Joan From: Mercer, Valarie on behalf of DATE OF DEATH REQUESTS Sent: Tuesday,July 09, 2013 1:04 PM To: Crowl,Joan Subject: RE: prod - Date of Death Request Peryour request, please find the Date of Death Values 1 Account Number Balance Accrued Interest Total 1. 3741052843 2435.25 .01 2435.26 Let me know if there's anything else you need Valarie Mercer M&T Bank-MB 50 Adjustment Services 499 Mitchell Rd Mail Code: DE-MB-50 Millsboro, DE 19966 (P) 302-934-2205 (F) 302-934-2610 Email: vmercerC@mtb.com -----Original Message----- From: Crowl,Joan Sent: Monday,July 08, 2013 11:00 AM To: DATE OF DEATH REQUESTS -- ---Cc: Crowl,doan -- - -- Subject: prod- Date of Death Request Account Information Date of death: 05/24/2013 Account Number: 3741052843 Product Type: Deposit Account Request Details 1 ' ���� 1J EPkH7M C"Nr RYA a January 24, 2014 JOAN L CROWL 911 CAVALRY STREET CARLISLE PA 17013 1, Re: Bettie Alspaugh CIS #: 178490523 SSN: ###-##-1916" Date of Death: 05/24/2013 Dear Ms. Crows: Please be advised that the Department of Public Welfare is attempting to recover the monetary value of any and all eligible assets in the subject estate. Although the amount in the estate may be considerably less than that which is owed to the Department, our claim is against the estate, no one else. Your responsibilities, as the primary next of kin/administrator/executor, is to advise the Department of any assets in the estate and to insure that the remaining money, after all funeral and administrative costs are deducted, is sent to the Department. The Department of Public Welfare maintains a claim in the amount of$16,676.32 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 $46.676.32i: was incurred-during-the last six months' of me fleece" en s i e; tnerefore, i is a Class 3Tm pursuan o ec ion 3397-of " the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3).. The balance of the claim, namely .00, is to be entered as a priority Class 5.1 claim against the estate. Please acknowledge receipt of this letter and advise 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, Judy E. Deaven Claims Investigation Agent 717-214-1284 717-772-6553 FAX Enclosure Bureau of Program Integrity i Division of Third Party Liability I Recovery Section PO Box 8486 1 Harrisburg, Pennsylvania 17105-8486 REV-1513 Ex+(01.10) pennsylvania SCHEDULE J DEPARTMENT Of REWNUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Bettie J. Alspaugh 2013-00740 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE T TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. Star Mowery, P.O- Box 1173, Franklin,TN 37065 Child 20% 2. Marge Grove, 7795 Spring Rd, New Bloomfield, PA 17068 Child 20% 1 Joan Crowl,911 Cavalry St, Carlisle, PA 17013 Child 20% 4, David Alspaugh, 1999 Ritner Highway, Carlisle, PA 17013 Child 20% 5. Stephen Alspaugh, 220 Valley Drive, Carlisle, PA 17013 Child 20% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-150D COVER SHEET,AS APPROPRIATE, 2I 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 1.3 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA - -- "" ` ---- No -20-1-3=00740---- PA No. 21- 13- 0740 Estate Of: BETTIEJALSPAUGH (First,Middle,Lest) a/k/a : BETIEALSPAUGH BETTEJALSPAUGH Late Of: CARLISLE BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 196-14-1916 WHEREAS—on-=the---2nd-day-of--cTuly-2-6d3-an i-nstrument dated August 21st 2009 was admitted to probate as the last will of BETTIE J ALSPAUGH (First.Middle,Last) a/k/a BETTS ALSPAUGH BETTY J ALSPAUGH late of CARLISLE BOROUGH, CUMBERLAND County, who died on the 24th day of May 2013 and, WHEREAS, a ' true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBA UGH , Register of Wills in. and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: JOAN L CROWL and STEPHEN M ALSPAUGH and STAR A MOWERY who have duly qualified as EXECUTORIRIX) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 2nd day of July 2013. � eg)ster o s eP y **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) I, BETTIE J. ALSPAUGH also known as BETTY J. ALSPAUGH, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Co-Executors to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid by the Executor or Executrix of my estate. TWO. My Co-Executors may, at their discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Co-Executors to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Co-Executors are authorized and _empowered touae;irrany_-._.- o business in which I may be engaged at my death, for such period of time te;my d&tth as Seems M c expedient to said Co-Executors ' F• -J .y« X76 -THREE—= - 1-give ;-devise and bequeiff atl`af'my estate of every-nature and-wherever - - situate to my children, STAR A. MOWERY, STEPHEN M. ALSPAUGH and JOAN L. CROWL,DAVID ALSPAUGH,and MARJORIE GROVE,in equal shares per stirpes. If one of my forenamed children should predecease me, then the share of my deceased child will be distributed equally to the issue of said child. If one of my forenamed children should predecease me without living issue, then the share of my deceased child will be equally divided and. distributed to my children who survives me. FOUR. I nominate . and appoint, STAR. A. MOWERY, STEPHEN M. ALSPAUGH and JOAN L. CROWL, to be the Co-Executors of this my Last Will and Testament. FIVE. No person(s) shall benefit hereunder unless such beneficiary shall survive me by thirty(30)days. SIX. No Co-Executor acting hereunder shall be required to post bond or enter , security in this or any other jurisdiction. SEVEN. No beneficiary may assign or anticipate his or her interest in any income or principal held or distribiifaTleWhereun�er;and-m-bert-efriary's-creditors-mayattaeh-or--otherwise-- reach any such interest. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21st day of August, 2009. (SEAL) BET'XJ.P UGH --_ also known as J (SEAL) BET , A SP UGH 2 Signed, sealed,-published and-declared by the above-named person as and for a Last Will and Testament,in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. r l 3 _-- ----- =�MLEDGMENT AND AFFIDAVIT µ --W£;BETTE-J. ALSPAUGH also known as BETTY J. ALSPAUGH, CHERYL L. CLELAND and KAREN S. NOEL, the testatrix-and witnesses respectively,whose names are-- - u 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 that she had signed willingly, and 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. also known as B T XfffAUW 7 — C ER GLEE 1 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by BETTE J. ALSPAUGH also llinown as BETTY J. ALSPAUGH, the testatrix herein, and s cribed and sworn this al day of August 2004. Notary Pub c . MMONWEALTMOFPENNSYL W Notarial Snort nigh III,Natary caftIe Boro, rd My commisson Expires 10.2009 Member.Pennsylvania Association of Nowies