HomeMy WebLinkAbout03-10-14 -I REV-1500 EX(02-11) 1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes DEV RTMem or REreUE
PO BOx.280601 INHERITANCE TAX RETURN 2 1
Harrisburg,PA 17128-0601 RESIDENT DECEDENT L5 995
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
06 11 2013 04 23 1925
Decedent's Last Name Suffix Decedent's First Name MI
MAXTON JOANNE
(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
IM 1. Original Return ❑ Z Supplemental Return ❑ 3 Remainder Return(Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
® g Decedent Died Testate ❑ T Decedent Maintained a Living Trust 8, Total Number of Safe Deposit Boxes
(Attach Copy of Will (Attach Copy of Trust)
❑ 9. Litigation Proceeds Received ❑ 10.Spousal Pv3 y Credit(Date of Death 11. tln to tax under Sec.9113(A)
between 12-31-91 d' Election Schedule 0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
TERRENCE J KERWIN 717 362 3215
n.>
REGISTER LS USEONLY .7:Ll
17J T) ' r-
First Line of Address
1 - r-1
4245 STATE ROUTE 209 Sri.^ r�
Second Line of Address C70 -T t
G -:;l _ - a
.y r\S i r'T7
DA FILED
City or Post Office State ZIP Code rj CD
ELIZABETHVILLE PA 17023
Corr spondent's e-mail address: tjk @kerwinlawfirm.com
Unde ;fatties 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 t ct and complete.Declaration of preparer other than the personal representative is based on all information of Which preparer has any knowledge.
SIG RE O R FILING RETURN DATE
John Maxton
ADDRES
440 t. John's Drive, Camp Hill, PA 17011
SI U EOF PRE ROT-- TH REPRESENTATIVE DATE
Terrence J Kerwin 3 - S Z_o/ .
ADDRESS
Kerwin erwin, LLP
4245 Sta a Route 209, Elizabethville, PA 17023
Side 1
L 1505610143 1505610143 J
1�2
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedents Name. MAXTON, JOANNE
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1. 155 , 000 . 00
2. Stocks and Bonds(Schedule B)............................................................................... 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages&Notes Receivable(Schedule 0).......................................................... 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 3 , 089 . 84
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7,
8. Total Gross Assets(total Lines 1 through 7).......................................................... 8_ 158 , 0 8 9 . 84
,
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 30 545 . 92
27 , 751 . 18
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10.
, .
11. Total Deductions(total Lines 9 and 10).................................................................. 11, 58 297 10
1z. 99 , 792 . 74
Net Value of Estate(Line 8 minus Line 11)............................................................. 12.
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.
99 , 792 . 74
TAX COMPUTATION-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 .00 15.
16. Amount of Line 14 taxable 99 , 792 . 74 16, 4 4 9 0 6 7
at lineal rate X 045 , .
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
1 9. TAX DUE.......................... ........................................................................................ 19. 4 , 4 9 0 . 67
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21
Decedent's Complete Address:
DECEDENT'S ME
Maxton, Joanne
STREETADDRESS
227 North 17th Street
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 4,490.67
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits(A +B) (2) 0.00
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 4,490.67
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;...................................... ................................ .... ❑
b. retain the right to designate who shall use the property transferred or its income;.................................... ❑ ❑x
c. retain a reversionary interest;or.................................................................................................................. ❑ ❑x
d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ x❑
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?......... ❑ ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.............................................................................-.....-......
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 A)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
•The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
•The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)].
•The lax 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, Ether t y bloo�or adoption.
T4.1 pennsylvania
DEPARTMENT OF REVENUE SCHEDULE A
INHERITANCE TAX
RESIDENT DECEDENT RETURN REAL ESTATE
ESTATE OF Maxton, Joanne FILE NUMBER
21
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 which 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.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Real estate located at 227 North 17th Street, Camp Hill Borough, Tax Parcel#01-21-0269-135, 155,000.00
valued at$155,000 by certified appraiser.
TOTAL(Also enter on Line 1, Recapitulation) 155,000.00
pennsylvania SCHEDULE E
DEPARTMENT RN
TAX REVENUE
RETURN INHERITANCE TAX RET CASH BANK DEPOSITS AND MISC.
URN f
RESIDENT DECEDENT PERSONAL PROPERTY
FILE
ESTATE OF Maxton, Joanne NUMBER
21
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Sovereign/Santander Checking Acct. #1421088703 1,055.35
2 Sovereign/Santander Money Market Account#2334089052 403.49
3 PA Tax Rebate 750.00
4 Refund - Highmark 131.00
5 Personal household goods 750.00
TOTAL(Also enter on Line 5, Recapitulation) 3,089.84
REV-1611 EX.(1049)
pennsylvania SCHEDULEH
DEPARTMENT OF REVENUE FUNEMLB92ENSMAND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMN'�w�r�
/'YJLY IJ,fV1 V�./J1J FILE NUMBER
ESTATE OF Maxton, Joanne 21
Decedent's debts must be reported on Schedule I.
ITEM —
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Myers Harper Funeral Home 12,448.00
2 Rolling Green - SVC Corp. - interment 1,495.00
3 Rolling Green -SVC Corp. - Memorial plaque/headstone 4,006.20
4 Sophia's on Market-funeral lunch 2,616.77
5 Scottish piper at cemetery, harpist at church and singing trio at church 485.00
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Attorney's Fees Kerwin & Kerwin, LLP--Terrence J. Kerwin 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 353.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
The Sentinel - Estate Notice 252.94
See attached 6,388.51
TOTAL(Also enter on line 9, Recapitulation) 30,545.92
Schedule H
COMMONWEALTH OF PPENNSYLVANIA Funeral EVenses&
_INHERITANCE TAX RETURN AdninisbaWe Casts continued
RESIDENT DECEDENT
ESTATE OF Maxton, Joanne FILE NUMBER _
21
2 Cumberland Law Journal - Estate Notice 75.00
3 Robert Bolash, Appraisal Works-house appraisal 275.00
4 Bob and Monroe - labor 200.00
5 Allied Interstate -Carlisle Medical 30.00
6 Allied Interstate- Carlisle Medical 30.00
7 Alpha Diagnostics 10.00
e American Home Medical 70.20
9 Apria Healthcare 20.69
10 Computer Credit- Holy Spirit Hospital 90.00
11 Conner Kusztos 10.00
12 Quantum Imaging 36.00
13 West Shore EMS 1,035.38
14 Holy Spirit Hospital 127.50
15 Borough of Camp Hill - sewer - 165.00
16 Comcast Cable 158.75
Eshenaur's Fuels 425.00
1e PA Water 151.80
19 PPL Electric 300.00
20 Penn Waste-trash 93.10
Page 2 of Schedule H
Schedule H
Funeral ENmism&
COMMONWEALTH OF PENNSYLVANIA
RETURN d :n�M^� �
INHERITANCE DECEDENT fW11O 1.1Y[IYYC�+WIA
RESIDENT DECEDENT
ESTATE OF Maxton, Joanne FILE NUMBER
21
21 J. Miller, Tax Collector-school taxes 2,423.04
22 Traveler's Home Owner's Insurance 478.00
23 Verizon -telephone 164.05
24 Register of Wills - Release 5.00
25 Postage, copies 15.00
Page 3 of Schedule H
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE
1�iY INHERITANCE TAX RETURN DEBTS OF DECEDENT, MORTGAGE
RESIDENT DECEDENT LIABILITIES & LIENS
ESTATE OF Maxton, Joanne FILE NUMBER
21
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 FIA(Prudential) Credit Card Services 1,168.17
2 Sovereign Bank -loan payment-June, 2013 211.29
3 Sovereign Bank - loan payment-July, 2013 414.12
4 Payoff of Sovereign Bank Mortgage 25,957.60
Account#4549058676
TOTAL(Also enter on Line 10, Recapitulation) 27,751.18
REV-1513 EX.(01-10)
pennsylvania
DEPARTMENT OF REVENUE SCHEDULE J
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Maxtor, Joanne
21
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Ust Trustees)
I, TAXABLE DISTRIBUTIONS[mclude outright spousal
distributions,and transfers
under Sec.9116(a)(12)]
1 John Maxton Son 100%
440 St. John's Drive
Camp Hill, PA 17011
Enter dollar amounts for distributions shown above on lines 15 through 18 on 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
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
APPRAISAL OF REAL PROPERTY
LOCATED AT
227 N 17th St
Camp Hill,PA 17011-3911
Dead Reference 2eZ-0692
FOR
MAXTON,Jahn C.Jr 6 Joanne M.
227 North 17th Street
Camp H61,PA 17011
AS OF
0711U2013
BY
Robert S.Bolash
Appraisal Nbrke
902 lancetot Avenue
Meohmicsbure.PA 17055
717-691-1304
appraisaMzft@vverimo.net
form CAM-"TOTAL 201 1'applsalso0wm b7 a b mode,mc-1•s00ALAMODE
SUMMARY OF SALIENT FEATURES
Subject Address 227 N 17th St
Legaf Description Deed Reference 2aZ-0692
Cal, Camp Hill
County Cumberland
Stale PA
7¢p Code 17011-3911
Cersos Traci 0105.00
Map fleterance ADC:311 SID-1
Sde Pdce $NA
Bell!of Sale NA
6ormwegCNem MAXTON,John C.Jr.&M.Joanne
Lander MAXTON.John C.Jr&Joanne M.
Sh(Square Fed) 1,392
Prim per Square Foot $
Lecaam AVERAGE
Age 103
C"(111 FAIR
ToM Rooms 6
Bill 3
BMs 2
Appldser Robert S-6olesh
Doh of Appralsed tlebe 07/11/1013
Opllaon of Me 3 155,000
Forth SSD2-TOTAL 2011'apprvmll software by a la made,Inc.-1-8011-ALAMOOE
-
w.,
4FAn0[b-e�q�•CF TX(
Men or eetos
cu4etn(.N4couxn
1 f.NX5Tl�1 1
MADE THE � �zhday al in ae Year. _
Of our Lord one tAolwand rdm ANrNlred L0 O
BETWEEN LILLIAN I. PHILABAOM, of the Borough of Camp Hill, Cum-
berland County, Pennsylvania, party of the first part,
GraMO/ .
and JOHN C. MAXTON, JR. and M. JOANNE MAXTON, his wife, of
the same place . .
Gmnke a:
WITNESSETE,that in ------Lion of-----------'--Dne----------------Don
---------_--••--•-�-------------------'.(51.00)-----_-_--
fi hand Paid,tae receipt-hereof ie hereby ad,- Wjsad, tae said grantor does A4ftby Pant
and convey to tae said grantees' .
ALL that certain lot of Sand situtate in the Borough of Camp
Hill, County of Cumberland, State of Pennsylvania, bounded and
described as follows:
BEGINNING at a point at the northeast corner of lands of- the
, grantees described in the deed recorded in Deed Book 14-Ct Page 40,
Cumberland County EecordaF thence eastwardly along the southerly '
line of lanes of the grantor, being the property described in the
deed of Samuel E. Philabaum
.to Wilbur E. Philabaum and Lillian I.
Philabaum, his wife, recorded in Deed Book 12-W, Page $91, a dis-
tance of 286 feet more or less to a point on the westerly line of
Summit Street, a fifteen foot alley; thence by the latter line
south 39 degrees 31 minutes east 70 feet more or less to a point;
thence by lands now or late of Charles Bierbower south 67 degrees
west 292.4 feet to a point on the southeast corner of said lands
of the grantees; thence by the latter lands northwardly 67 feet
to the place 'of beginning.
BEING the same premises which Samuel E. Philabaum, single
by deed dated March 9, 1949, recorded in Deed Book 14-A, Page
491 conveyed to Wilbur E. Philabaum and Lillian I. Philabaum,
his wife. The,said Wilbur E. Philabaum having died on August
11, 1979, title thereto remind vested in Lillian I. Philabausi
.as surviving tenant by the ontireties.
e.nx4X d •�•••••••••• '• ° COMMONWEALTH OF PENNSY(YANIA .
CXmb. Oo. Pa. SrJieel Oi.}. Gumb. Ce. N. ^• DEPARTMENT OF REVENUE _
1 bd F.I,b innA.t�Ln iJ. 4n1 6bM Tumh.L. �, r4ADY
ti.la:SD.I. ,:r?.:frJAA,P tA4%N;;ER aatl•u O 05.0 0
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B00Y•Z28 PAGE 692
' I
...............__... _.._.__.._._...___...._._---
___..._...-----._.__.__...__.....---.._.-.__..----
And the mid grantor hereby avemst s and agrees that she -
will warrant generally the Property hereby conveyed.
IN WITNESS WHEREOF,said praetor has hereunto get her hand and ieal
the day and year first above written.
8igneb,�eaUD anb Meltbereb ` �!''
in tot vr"tntt of Lillian I. Philabawa
. --`t —. • --'^ __ _— .___. cone.
i
State of I�w...+—¢, .,^.�.'_. .
vv �ee
County at (.w.--l,+--A^^-Q
On thia,the t q MI day of A�^�a ,is Q D.before mo.
the undtr*—d o8een penmrally appeared LILLIM I. PBILABAUM
heaven tow(oratisfadorilytn+oven)to be tho Person whosename is :fubaRi7l21�Io qhs
within instrument,and acknowledged that she executed same for the 7%sr'p9ser, 1(a'Fdrr<
4,r
IN WITNESS WHEREOF,I hereunto set my hand and official eeal..
NOTAItt .,� :.�b .
C^>a4.kea Pw9Ytte of Ofiieer.
State of )
Cmmty of )u
On chic,the day of ,Ig , before me,
the un&Mona oh/leer,peso-uv appeared .
known to me(or atisfactorgy proven)to be theperson whose name oubscribed to the
within instrument,and acknowledged that executed same for the purpoam therein
contained.
IN WITNESS WHEREOF,I hereunto eel my hand and o$etal seat.
AM
j -- Title of Ogwer.--_
4/ do hereby certify that the proviso recUmea and eomptate post office ad&=
of the within named grantee in a a,7 Ner�( �
it
nE,a17TE REa
BY THE
BOROUGH OF CAMP HIU
Attorney for
SECRETARY
ebaiZ28 PAGE 693
_.. .. .. . ..._ .....
DEPARTMENT
VSU+e'V REALTY TRANSFER TAX FOR RECORDER'S USE ONLY
COMMONWEALTH Or PENNSYLVANIA BOOK NUMBER
Of IELD REVENUE AFFIDAVIT OF VALUE FADE MIIIJORD
BUREAU Of FIELD OPERATIONS DATE RECORDED '
COMPLETE APPLICABLE SECTIONS IN FULL AND FILE IN DUPLICATE WITH RECORDER OF DEEDS WHEN(1)THE
FULL CONSIDERATION IS NOT SET FORTH IN THE OECD,(2)THE TRANSFER IS WITHOUT CONSIDERATION ORAGIFT.
OR(3)A TAX EXEMPTION IS CLAIMED. (REFER SECT,S.RTT ACTOF DEC.29,1931,P.L.1742 AS AMENDED)
SECTION I
(COMPLETE FOR ALL TRANSACTIONS)
Lillian I. Philabaun 229 North 17th Street, Cave Hill, PA 17011
y Oa ANT flIT AOORFft IIR CODE
John.C. Maxton. fir. and M.
t Joanne Maxton, his wife 227 North 17th Street, Camp Hill, Pa 17011
aRary Tee IN AooaEV aP co DE -
LOCATION OF LAND,TENEMENTS AND HEREDITAMENTS,
I , 70 foot tract along Summit Street at
rPar nf 227 N 17tH Street Cam Hill PA_
a.O.$TREE T a MUMS EROR O TNER OEACFMITI.N NAME OF LOCAL OOVERNNCNT,A UNIT -COUNTY
FULL CONSIDERATIONS �'w HIGHEST ASSESSED VALUES nut Separately "Sagged
FAIR MARKET VALUE$ 500.00 REALTY TRANSFER TAX PAID 3 f
TAX EXEMPT TRANSACTIONS: IF TRANSFER IS PARTIALLY OR WHOLLY EXEMPT,SNOW AMOUNT EXEMPT,
(5)A L
REASON(5) NO CITE PORTION OF LAW.
IF THIS IS A TRANSFER FROM A STRAW,AGENT OR TRUST AGREEMENT,COMPLETE THE REVERSE SIDE.
SECTION II
(COMPLETE ONLY IF PROPERTY WAS SUBJ ECT TO LIEN OR MORTGAGE AT THE TIME OF TRANSFER)
EXISTING MORTGAGE, $ DISPOSITION
I
MORT6AOEE a00REf3
EXISTING MORTGAGE,$ DISPOSITION
i -
MOa TOAOee A...01
EXISTING LIEN OR OBLIGATION,f DISPOSITION
uwryOLPEa AD1wea3 ,
EXISTING LIEN OR OBLIGATION,SI DISPOSITION
LIFNNOLOER ADDRESS
SECTION IN
(COMPLETE ONLY IF TRANSFER IS RESULT OF JUDICIAL SALE)
OFFICIAL CONDUCTING SALE
NAME AWPtl3 TITLE
SUCCESSFUL BIDDER
ryAME AOOREfa TITLE
I
I JUDGEMENT PLUS BID PRICE HIGHEST ASSESSED
i PRIOR LIENS YAIUE
HIGHEST ASSESSED VALU "(]'•�:((�:%"'rt:Ti:w�':{"4y f. .;r'tyP\1.V;1Si?:'lSy. nwiiii:: 3
I JUDGEMENT PLUS INTEREST 3 Yn'::. ,f'i ! a
510 PRICE 3
PRIOR RECORDED LIEN
4a'
PRIOR RECORDED MORTGAGE f f
PRIOR RECORDED MORTGAGE
i
UNPAID REAL ESTATE TAXES i
WATER RENT DUE
SEWAGE RENT DUE 3 3 N }
ATTMINEY FEES
3
OT eR COSTS ETC.1 S S °•�'i'�!n:I:J;+S
TOTAL 5 S
NOTE, CALCULATIONS MUST BE$HOWN IN ALL COLUMNS.
ALL OF THE INFORMATION ENTERED
SWORN ANdTSUBSCRISED S OR ME ON BOTH SIDES OF THIS AFFIDAVIT IS
TRUE,FULL AND COMPLETE TO THE
OA YOa BEST OF MY KNOWLEDGE,INFORMATION
• t `J/� AND BELIEF.
NOTARY aUWL,< •, �' ! D, \,/.
.y:ti • r .
MY COMMISSION EXPIRES ���. __ �' C" GRANTEE LRAGENT FOR GRANTEE
J.DflOREi CUSUR,NOS NPUhIC/� GRANTOR C3 AGENT FOR GRANTOR -
IRROY.C.CC-bpH.CdCO.,Pa. L,. ', S STRAW QTRUSTCC
ME Commission FNPket aR.15,1987 .;.'Q:.•'�^ ' .
BDUIfz 28 PACE 694
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PREMIER MORTGAGE NOTICE
As a Premier custormer,turel-II you are eligible for a 0:125010"interest rate discount with e-Pay,on certain mortgages.This
exdtrsive offer is only effective on applications received before August 3,2011 After August 3,201,3,you are eligible for$500"
Off your mortgage closing costs. Talk with a mortgage professional to take advantage of the rate discount while it lasts.
Q Visit your local branch ❑ 1.877.768.2265 sovereign banksoan
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Financial Summary tatement'9m1 IIr I,.v kl' 11 YMifv
Period 06/02/13 07/01/13 i
!
JOANNE C MAXTON
Deposit Accounts Account Number Average Daily Balance Current Balance
PIA
o PREMIER MONEY MARKET-STANDARD 2334069052 $403A2 $40349
0
N Total Deposits $3,155.14
m
V
A
b
0
rn
PREMIER CHECKING Statement Period 06/02/13 07101/13
qo
8 JOANNE C MAXTON Account#1.12/086703
N Balances
on
o
m De ositslCredits +$3,407.45 Average Dail Balance $1,506.20 4
v
Interest
Earned this Period $0,01 Paid last Year $0.06
rI
kaw rY9
C a.:
`The interest earned and the interest paid may drfler depending on when interest i6 credited to your account. 1
Checks Posted +
Check# Date Paid Amount _ Reference Check# Date Paid Amount Reference
CM 3vl... . ..< $g#a`430
340` $30.00 995407330 363' 06!03 100.00 000536370 ,
SAC_,40 Womm
E 353' 06103 114.20 VERIZON f1NANCiA 366 06/06 76.36 991875560 ,
REM i. III,R
355 06104 60.00 980642000 368 06124 35.00 995407420 i MEN
357 06/04 $24.00 980441085 370 06/20 76.71 983872850
$$ kt$3C$ ( $9
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Account Activity
Date Description AddeicI Subtractions Balance '
0602 Beginning Balance $464.81
page 2 of 1421088703
Account Activity(Cont.for Acct#1421088703)
Date Description Additions Subtractions Balance
06-03 DEPOSIT $294A4 $1,872.25
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06-03 CASHED CHECK 000000000363 $100.00 $1,658.05
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06-04 CHECK 000000000355 $60.00 $1,578.05
06-04 CHECK 000000000359 $10.00 $1,544.05
`06-05 CHECK OOOOOOOD03J661 $208.00 $1.833{,111X9
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06-06 CHECK OODDDOOD0365 $80.00 $1,243.19
0640. CHECK OODWQ000367 - '$41.85 '$1,124.96
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06-10 CHECK 000000000373 $25.00 $1.055.35
06-13 CHECK ODOOOOOD035858 $30.00 $1.009.35
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06-20 CHECK 000000000370 $76.71 $876.64
o EPOSSIT tl $2076.
°0 06-24 CHECK OGODD0000368 $35.00 $2,841.64
06-24 CHECK 000000000340 $30.00 $2,781.64
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07-01 INTEREST CREDIT FROM 0512812013 TO $0.01 $2.751.65
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PREMIER MONEY MARKET - STANDARD Statement Period 06/02/13 - 07/01/1
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The interest earned and the interest paid may differ depending on when interest is credited to your account.
Account Activity
Date Description Additions Subtractions Balance
06-02 Beginning Balance $A03.4E
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07-01 Ending Balance $4p3.49
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Santander
January 10, 2014
Joanne C Maxton
227 N 17Th St.
z Camp Hill FA 17011-3911
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RE: 4549058676
Dear Joanne C Mahon:
5
Thank you for allowing Santander Bank, N.A. to service your borrowing needs. Enclosed is your
z cancelled document to verify satisfaction of our lien.
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Should you have questions about your account or would like information about other products
e and services we offer, please visit your neighborhood community banking office or contact us at
s 1-877-768-2265 between 7:00 a.m. to 8:00 p.m., EST, 7 days a week. For customers with
T hearing impairments, please call 1-800-428-9121 (TTY/TDD). One of our Customer Service
Representatives will be pleased to assist you.
3 Sincerely,
Consumer Loan Servicing
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10-421-LS2 P.O.Box 12646 Reading,PA 19612 Tel 1-877-768-2265 SAT A N
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Sep 12 2013 9:59AM HP Fax page 3
LAST WILL AND TESTAMENT
OF
JOANNE MAXTON
I, JOANNE MAXTON, of Camp Hill, Cumberland
County, Pennsylvania, being of sound mind and memory, do make
publish and declare this my last will and testament, hereby
revoking and declaring null and void any and all wills and
codicils made by me at any time heretofore made.
FIRST: I direct my Executor hereinafter named to pay my
legal debts, the expenses of my last illness, my funeral expenses
and the administration expenses of my estate.
SECOND: I direct that any Estate, inheritance and other
death taxes, including generation skipping taxes, and including
any interest and penalties, thereon, which may be due and payable
by reason of my death with respect to any of my property passing
under this Will or otherwise, shall be paid out of the principal
of the residuary estate.
THIRD: I give, devise and bequeath all of .my property,
real, personal and mixed .of whatever nature and wheresoever
situate, which I may own or have the right to dispose of at the
time of my death, to my son, JOHN MAXTON of Camp Hill,
Pennsylvania. In the event that JOHN MAXTON should
predecease me or fail to survive me for a period of sixty (60)
days, I give, devise and bequeath my entire estate in equal
Sep 12 2013 10.00AM HP Fax page 4
shares, per stirpes, to my granddaughter, MARY JOHANNA MAXTON, of
Camp Hill Pennsylvania, my grandson, BRADY MAXTON of Marysville,
Pennsylvania.
1*=TH: I name, constitute and appoint my sox , JOHN
MAXTON, as the Executor of 'my estate. In the event that my
son, JOHN' MAXTON, is unwilling or unable to serve as my
Executor, I then name my grandson, .BRADY MAXTON, as the
Executor of my estate. None of the individuals named in this
paragraph shall be required to furnish a bond for the faithful
performance of his duties as Executor.
FIFTH: In addition to all of the powers' conferred by law ,
upon my Executor and not in limitation thereof, I hereby
authorize my Executor to sell any stocks, bonds, or other
personal property and any and all real estate which I may own at
the time of my death, without the order of authority of any Court
being required, at public or private sale, upon such terms as may
in the discretion of my said Executor seems to be in the best
interest of my estate. In pursuance of his power, my Executor
shall execute and deliver all documents of conveyance, including
deeds or bills of sale or any other instruments which may
effectively transfer title. I' further authorize my Executor to
settle and compromise any and all claims in connection with the
administration of my estate herein and to do any and all things
in his discretion that shall be conducive to the best interest of
1
Sep 12 2013 10:OOAM HP Fax page 5
my estate.
SIXTH: Any individual who has not been included as
receiving a distribution from my estate has been intentionally
excluded and is not to receive any of the proceeds of my estate.
SEVENTH: All pronouns referring to an Executor and the
term "executor" shall be construed to mean any person acting as
my Executor as the case may be.
IN WITNESS WHEREOF, I have set my hand and seal at
Cumberland County, Pennsylvania this 2 8 day of dojbw
2011. x,
C�J1�
J nne Maxton
SIGNED; sealed, published and declared by the above named
Testatrix, Joanne Maxton, as and for her Last Will and
Testament, in the presence of us, who at her request, in her
presence. and in the presence of each other, have hereunto
subscribed our names as witnesses.
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Address
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Name
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Address
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Sep 12 2013 10:OOAM HP Fax page 6
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND )
I, Joanne Maxton, the Testatrix, whose
name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it
as my free and voluntary act for the purposes therein
expressed.
J nne Maxton
SWORN or affirmed to and acknowledged before me by
Joanne Maxton, the Testatrix, this
Z 8 day of yx Y , 2011.
otary blic.
TTn or,P9Y4NHVLVAM&
�s��Y�lkn
Sep 12 2093 1000AM HA Fax page 7
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA }
SS':
COUNTY OF CUMBERLAND )
We, Agstt k klon1 1 and ftk#a j , the
witnesses whose names are signed to the attached or
foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw the
Testatrix sign and execute the instrument as her Last Wilt.,
that she signed it willingly and that she executed it as
her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testatrix signed the Will as witnesses and that to the best
of our knowledge, the Testatrix was at the time eighteen
(18) or more years of age, of sound mind and under no
. constraint or undue influence.
Address: ., ST- Address: _ L0
Ltwcw� �A !"bK� ._,_ G.t�•y�, M /'acs.?
SWORN or affirmed to and subscribed to before me by
-Q.v6.J k da. i, and _�„a! MstAps witnesses,
this ZS ` day of 'jQ +C 2011.
of "�•—.. .
6YK KA7SFlR
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