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HomeMy WebLinkAbout04-10-14 J REV-1500 EX(01-10) 1505610143 PA Department of Revenue OFFICIAL USE ONLY p Pennsylvania county code Year File Number Bureau of Individual Taxes DEPARTMW of REVENUE PO BOX.280601 INHERITANCE TAX RETURN 2 1 13 00887 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 08 03 2013 11 10 1917 Decedent's Last Name Suffix Decedent's First Name MI QUIGLEY BEATRICE R (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ❑ 2. 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) ® 8 Decedent Ued Testate ❑ 7, 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 Povelr Credit(date of death ❑ 11,Election to tax under Sec.9113(A) behneen 12-31- 1 and i-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SAMUEL L ANDES 73.7c961 5ap1 co s � rrnn REGI�ER70F WILLAISE � First line of address � m O M v 525 NORTH 12TH STREET o CD ' -o 'f .. . Second line of address C> C=' fv t J � H +1' DATE Fit" In City or Post Office State ZIP Code -- LEMOYNE PA 17043 Correspondent's e-mail address: lawandes@aol.com Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESP NSI E FOR FILING RETURN DATE g Kathryn L. Knaby qlqlly- AbOrtESS 16 West Pine Street Enola, PA 17025 S A E OF ER HER REPRESENTATIVE O/ATE / \ Samuel L Andes /�[( y - ADDRESS 525 North 12th Street, Lemoyne, PA 17043 Side 1 L 1505610143 1505610143 J „ yl„ S J 1505610243 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 110 , 0 0 0 . 00 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 14 , 3 3 0 . 36 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 46 , 0 4 0 . 76 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. 8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 170 , 3 7 1 . 12 9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 36 , 4 2 9 . 06 10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1)................................ 10. 758 . 90 11. Total Deductions(total Lines 9&10)...................................................................... 11. 37 , 1 8 7 . 96 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 133 , 1 8 3 . 16 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. 133 , 1 8 3 . 16 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 0 . 00 15. 16. Amount of Line 14 taxable at lineal rate X .045 133 , 183 . 16 16. 5 , 993 . 2 4 17. Amount of Line 14 taxable at sibling rate X .12 0 . 00 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 00 18. 19. Tax Due..................................................................................................................... 19. 5 , 993 . 2 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. El Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 File Number 21 - 13 - 00887 Decedent's Complete Address: DECEDENT'S NAME Quigley, Beatrice R. _ STREET ADDRESS 11 West Pine Street CITY STATE ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 5,993.24 2. Credits/Payments I A. Prior Payments 6,500.00 B. Discount 299.66 Total Credits(A +B) (2) 6,799.66 3. Interest (3) 0.00 4. If Line 2 I greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4) 806.42 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) 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 December 12, 1962,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?...................................................................................................................... C� 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)(11)(i)). For dates of death on or after Janus ry 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)((u)). 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 refum 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)(Ti,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 1.2)[72 P,S.§9116(a)(1)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 fa)(1.3)1. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether by blood or adoption. tnlof SCHEDULE A COMMONWEALTH OF PENNMVANIP REAL ESTATE INHERrtANCE TAX RETURN RESENT➢ OENT ESTATE OF Quigley, Beatrice R. FILE NUMBER _ 121 - 13-00887 All real propert y 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. Aftaah a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedents interest if owned as tenant in common. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Single family residence at 11 West Pine Street, Enola, PA. Value based upon sate to a 110,000.00 disinterested third party on 12 February 2014. The settlement sheet is attached. o TOTAL(Also enter on Line 1,Recapitulation) 110,000.00 OMB Approval No.2502-0265 <q'If��fll' A. Settlement Statement {HUD-1} erk ntJ4�n B. Type of Loan 1.E]FHA 2.❑RHS 1 RQ Conv.Unins. 6. File Number. 7. Loar.Number: 8, Mortgage Insurance Case Number: 4.[]VA 5.Q Conv.Ins. 012504-MONORI 0028179174 C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked°{p.o.e)"were paid outside the closing:they are shown here for informationatpurposes and are not included in the vats. D. Name and Address of Borrower. E. Name and Address of Seller. F. Name and Address of Lender: lan M.Minor! RBS Citizens,N.A. 11 Vilest Pine Street The Estate of Beatrice R.Quigley One Citizens Plaza Enola,PA 17025 11 West Pine Street Providence,RI 02903 Enola,PA 17025 G. Property Location: H. Settlement Agent: I. Settlement Date: 11 West Pine Street Tucker Arenberg Real Estate Services Enola.PA 17025 2 Lemoyne Drive,SuAe 200 February 12,2014 Cumberland County,Pennsylvania Lemoyne,PA 17043 Ph. Place of Settlement: W 2 Lemoyne Drive,Suite 200 Lemoyne,PA 17043 J. Summary of Borrower's transaction K. Summary of Seller's transaction 100. Gross Amount Due from Borrower: 400, Gross Amount Due to Seller: 101. Contract sales price r 110,00400 401. Contract sales price 110000.00 102. Personal progeny 402. personaproperty 103. Settlement Charges to Borrower Line 1400 5,329.06 403. i 104. 404. ` 105. 405. Ad`ustments for items Paid by Seller in advance Adjustments for items paid by Seller in advance 106. Cfl flown Taxes to 406. Cil frown Taxes to 107. County Taxes to 407. County Taxes to 108. School Taxes 02/13/14 to 07/01/14 t 455.65 408. School Taxes 02/13/14 to 07!01/14 1 455.65 109. 409. 110 410_ 111. 411. 112. 412. 120. Gross Amount Due from Borrower 115,784.71 420, Gross Amount Due to Seller 11tl 455.65 200. Amounts Paid by or in Behalf of Borrower 500. Reductions in Amount Due Seller: 201. Deposit or earnest money 1,000-00 501. Excess de osit see instructions 202. Principal amount of new loan(s) 104 500.00 502. Settlement charges to Seller Line 1400 '12,925,00 203. Existing loans taken subject to 503. Existing Wan s taken subject to 204, 504. Payoff First Mortgage 2p5, 505. Pa off Seand Mort a e 206. Upfront Fee Refund 50.00 $06. 207_ 507. De os4 msb.as proceeds) 208, 508. 209. Setter Assist 2,500.00 509. Seller Assist 2500.00 Adjustments for Items unpaid by Seller Arl ustments for items unpaid by Seller 210. Cd /Town Taxes 01101/14 to 02/13/14 1 1157 510. City/Town Taxes 01/01114 to 02113114 1 13.57 211. Countyraxes 01101114 to 02/13/14 1 32.90 511. County Taxes 01/01/14 to 02113/14 j 32.90 212. School Taxes to t 512. School-taxes to I 213. 513. 214. 514. 215, 515. 216. 516. 217. i 517. f 218. 518. 219, 519, 220. Total Paid b /for Borrower 108 096.47 $20. Total Reduction Amount Due Seller 15,471,47 300. Cash at Settlement fromfto Borrower 600. Cash at settlement tolfr0m$eller 301. Gross amount due from Borrower line 120 115 784.71 601. Gross amount due to Seller line 420 110 455.65 302. Less amount paid by/for Borrower tine 220 ( 108,096.47) 602. Less reductions due Seiler(line 520) 15,471.4 F 303. Cash From 1:1 To Borrower 7,688.24 11603. Cash ❑X To From Seller 94,984.18 'Pa4 Wsi�irtrJa�nq try mrax(nl.sM�u'i�6 ratlerttt,mmr6r*y{T7 The undersigned hereby acknowledge recut of� �pkted copy of this statement&any attachments referred to herein Borrower Seller The Estate of Beatrice R.Quig'ey L. Settlement Char es 700.Total Real Estate Broker Fees $6,775.00 paid From Pad Fenn Division of commission(line 700)as foAows: Ptid Fan Sena"S 701.S 3,300 00 to APEX Reallors LLC Funds at Funds at 702.S 3 475.00 to Relmax RgARY Professionals SeltiemeM Settlement 703,Commission vaid at settiement 6.775.00 704. 705. 800.Items Pa able in Connection with Loan 801.Our End!nation charge $ 679.00 from GFE 01 807_Vour vedd or charge{points)far the spepfic interest rate chosen $ (from GFE#2) [806.3.Your adjusted origination charges from GFE#A 679.00 4.A ppraisal fee t0 Solidi0 US Inc from GFE#3 POC B$475.00 5.Credit Report to Equifax Mortgage Solutions from GFE#3 8.58 Tax service to 1st Amer.R.E.Tax Srvc (from GFE#3 72.00 7.Flood cartilication to CoreLogic Filed Date Srvc from GFE#3 7.00 808.Au Underwriting Fee to FNMA from GFE#3 20.00 8MAppraisau Schedfinspecth to Soridif US Inc from GFE#3 200.00 810. from GFE#3 811. (from GFE#3) 900.Items Required by Lender to Be Paid in Advance 901.Dai y interest charges from 02/12/14 to 03101114 17 $12.883560/da from GFE#10 218.96 902.Mortgage insurance premium for months to from GFE#3 903.Homeowner's insurance for 1.Oyearsto State Farm insurance from GFE#11 447.00 904. from GFE#11+ 905. from GFE#11) 1000.Reserves Deposited with Lender 1001.Initial depost for your escrow account (from GFE#9) 1,098.52 1002. Homeowner's insurance 4.000 months Ca S 37,25 per month S 149.00 1003. Mortgage insurance months a S per month $ 1004. Property taxes S 1,346.39 School Taxes 9000 months a, S 100.43 per month County 13.000 months eD S 2127 per month Township 13.000 months a S 10.77 per month 1005. S County Taxes months CED, S per month 1006. months S per month S 1007. months $ per month S 1008, S 1009. Aggregate Ad' stment - $ •395.87 1100.Title Charges 1101. Title services and lender's idle elsurance from GFE#4 1,300.00 40.00 1102, Settlement or dosing fee S 1101 Owner's title insurance to First American Title Insurance Cwn an from GFE#5 15.0 1104. Lender's tUe insurance to First American Title Insurance Company 1,085,00 1105, Lender's We policy knit S 104 500.00 1106. Owner's We policy limit S 110,000.00 1107. Agent's ILortion of the total title insurance premium 1108. Underwriter's portion of the total title insurance premium to First American Title Insurance Company S 11100.00 1109. $ 1110. S 1111. $ 1112. $ 1113. $ 1200.Government Recording and Transfer Charges 1201.Government recording char es to Recorder of Deeds from GFE#7' 163.00 1202,Deed 67.50 Morttlarle S 95.50 Releases S Other 1203.Transfer taxes to Recorder of Deed from GFE#8 1 100.00 120.CitylCounty taylstamps $ 1,100M 1205.State taxlstam s S S 1,100.00 1,100.00 1206, 1207, 1300.Additional Settlement Charges 1301.Required services that you can shop for from GFE#6' 1302. Tax Certification Reimbursement to Tucker Arensber ,Pc $ 10.00 1303. Escrow Estate-Rev 1500 to Tucker Arensber ,PC S 5.000.00 1304. S 1305. S 1400.Total Settlement Charges(enter on lines 103,Section J and 502,Section K) 5,329.06 12,925.00 IV 'PSCdlsrcrscaasraW��+'+tai.atliatS},*onto{q,o UYrarary-rr} ' ffl NOr1'rQ Mn51 q VI55'dieT¢fll.Na llm&vies aXrorAtece faed d D CdrldGlCJcdN gwwe28 3IXbti!MGC OCA 5WC.fINA. Comparison of Good Faith Estimate(GFE)and HUD-1 Charges Good Faith Estimate HUD-1 Charges That Cannot Increase HUD-1 Line Number Our origination charge # 801 678.00 679,00 Your adjusted origination charges # $03 67g 00 67900 Transfer taxes #1203 1,100.00 1 1.10q.00 Charges That in Total Cannot Increase More than 10% Good Faith Estimate HUD-1 Government recording charges #1201 150.00 163.00 Appraisal fee # 804 475.00 425.00 Credit report # 805 1700 8,58 "faxserviee # 806 72.00 7100 Flood certification # 807 7.00 7.00 Au Undorwriding Fee # 808 20,00 20.00 Appraisal Sched/Insped/Cert # 809 200.00 Title services and lender's We insurance #1101 1,375.90 1,300.00 Cwner's Iklo insurance to First American Title insurance Company #1103 20.00 15.80 Total 2,136.80 2,210.58 Increase between GFE and HUD-1 Charges 5 73.68 or 345% Charges That Can Change Good Faith Estimate HUD-1 Initial deposit for your escrow account #1001 1,772.67 1,098.52 Daily interest charges # 907 $ 12.883560/day 180.32 218.96 Homeowner's insurance # 903 447.00 447.00 Loan Terms Your initial loan amount is S 104.500.00 Your loan term is 30.00 years Your initial interest rate is 4.5000% Your initial monthly amount owed for principal,Interest and S 529.49 includes any mortgage insurance is ❑ Principal ❑ Interest ❑ Mortgage Insurance Can your interest rate rise? Q No ❑ Yes,A can rise to a maximum of %. The first change will be on and can change again awry_months after . Every change date,your interest rate can increase or decrease by °!o. Over the life of the loan,your interest rate is guaranteed to never be lower than %or higher than °lo. Even if you make payments on time,can your loan balance rise? 0 No ❑ Yes,$can rise to a maximum O'S Even if you make payments on time,can your monthly ❑X No ❑ Yes,the first increase can be on and the monthly amount owed for principal,interest,and mortgage insurance rise? amount owed can rise to S The maximum A can ever rise to is$ Does your loan have a prepayment penalty? ❑X No ❑ Yes,your maximum prepayment penalty is$ Does your loan have a balloon payment? ❑X No ❑ Yes,you have a balloon payment of 5 due in_years on Total monthly amount owed including escrow account payments ❑ You do not how a monthly escrow payment for Items,such as property taxes and homeowner's insurance. You must pay these dems d'aedty yourself. Q You have an additional monthly escrow payment of 5171.72 that results in a total initial monthly amount owed of 5701.21. This includes principal,interest,any mortgage insurance and any Berns checked below: X❑ Property taxes ❑ Homeowner's insurance ❑ Flood insurance ❑ © ❑ Note: If you have any questions about the Settlement Charges and Loam Terms listed on this form,please contact your lender. HUD-1 Attachment Borrowet(s):Ian M. Minori Selle(s): The Estate of Beatrice R. Quigley 11 West Pine Street 11 West Pine Street Enola, PA 17025 Enola, PA 17025 Lender:RBS Citizens, N.A. Settlement Agent:Tucker Arensberg Real Estate Services Place of settlement:2 Lemoyne Drive, Suite 200 Lemoyne, PA 17043 Settlement Date:February 12, 2014 Property Location: 11 West Pine Street Enola, PA 17025 Cumberland County, Pennsylvania Adjusted Origination Charge Details Origination Charge Origination Charge 679.00 to RBS Citizens, N.A. Total $ 679.00 Origination Credit/Charge (points)for the specific Interest rate chosen Total $ Adjusted Origination Charges $ 679.00 Reserves Deposited with Lender Homeowner's Insurance 149.00 4.000 at 37.25 per month School Taxes 903.87 9.000 at 100.43 per month County 302.51 13.000 at 2327 per month Township 140.01 13.000 at 10.77 per month Aggregate Adjustment -396.87 Total $ 1,098.52 Title Services and Lender's Title Insurance Details BORROWER SELLER Closing Service Letter 75.00 to First American Title Insurance Company Email/Courier/Wire/Notary 140.00 40.00 to Tucker Arensberg Real Estate Services Lender's title insurance 1,085.00 to First American Title Insurance Company Total $ 1,300.00 $ 40.00 HUD-1 Attachment - Continued Lender's Title Insurance *fees also shown above in Title services and Lenders Title Insurance Details BORROWER SELLER Lender's Policy Premium 935.00 to FirstAmerican Title Insurance Company Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge 100, 300, 8.1 150.00 Total $ 1,085.00 $ 0.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH SYLVANIA TAX RE INHERNANCE TAX RETURN PERSONAL PROPERTY TURN RESIDENT DECEDENT ESTATE OF Quigley, g88trIC@ R. FILE NUMBER 21 - 13-00887 i - 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 Cash found in decedent's home 158.00 2 Cash distributions from Estate of Joann Bryson. NOTE: these distributions were made in 12,853.73 September and November of 2013, after the death of Beatrice Quigley. However,Joann Bryson died long prior to that and the inheritance by Beatrice Quigley had vested in her by the time of her death. 3 Miscellaneous items of household furniture and other tangible personal property 500.00 4 Insurance refund from Highmark 765.63 5 Overpayment refund from Comcast 52.00 TOTAL(Also enter an Line 5,Recapitulation) 14,330.36 SCHEDULE F COMMONWEALTH OF PE TAX RETURN INHERITANCE JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Quigley, Beatrice R. 21 - 13-00887 If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT Kathryn L. Knaby 16 West Pine Street i Daughter A Enola, PA 17025 JOINTLY OWNED PROPERTY: _ LETTER DATE ❑❑ SCR(PT.iO {�FPRO ERTY °laOF i DATE OF DEATH ITEM In name of nanunat ms ulwn an bank account numtre DATE OF DEATH VALUE OF NUMBER FOR JOINT MADE or similar identifying number.Attach deed for jointly-held real VALUE OF ASSET DECD'S DECEDENTS INTEREST TENANT JOINT state. INTEREST 1 A 2008 Money market account No. 15004206012152 78,365.65 —5-0% J 39,182.83 with M&T Bank. NOTE: the day before decedent's death, $10,000 was transferred from this account into the joint checking account which decedent held with Kathryn L. Knaby(listed below). Thus, on the date of decedent's death, the balance was: 2 A 2008 Checking account No. 7057605 with M&T 13,715.85 50% 6,857.93 Bank. NOTE: this account on the date of death contained the$10,000 transfer from the money market account noted above, making the date of death value of this account: TOTAL(Also enter on line 6,Recapitulation) 46,040.76 M&T Bank —A NO.� ACCOUNT 160042096012152 POWER MONEYTMARKET " JUN 29MS P.27,R2001133 1 AOF 1 00 0 06121" NM 017 000007918 FIDS1549001709271309 04 000000 35764 W BEATRICE R QUIGLEY KATHRYN L KNABY 16 NEST PINE ST ENOLA PA 17025 INTEREST EARNED FOR STATEMENT PERIOD 9.23 SUNMEROALE PLAZA INTEREST PAID YEAR TO DATE 47.22 ACCOUNT SUMMARY EGIMNING - EPOSITS B 'WITHDRAWAL B THE : - C RRENT. 'SENDING :.:- :BALANCE OTHER- ADDITIONS SUBTRACTIONS: "'INTEREST PAID'; _--'BALANCE. N0. AMOUNT N0. AMOUNT 87,610.24 1 750.00 3 88 369.48 9.24 0.00 ACCOUNT ACTIVITY POSTING - DEPOS S,INTEREST N/DRAWALS 8 HE DAILY " DATE - - TRANSACTION DESCRIPTION S OTHER ADDITIONS SUBTRACTIONS BALANCE 06-29-13 BEGINNING BALANCE $87,610.24 07-03-13 DEPOSIT _ _ _ _ _ 750.00 __ _ 88,360.24 07-26-13 INTEREST PAYMENT 5.41 88,365.65 S 08-02-13 Branch Telephone Transfer/Withdrawal 10,000.00 78,365.65 G+'� N 08-05-13 Branch TelePhone Transfer/Withdrawal 0,400.00 69,965.65 08-19-13 INTEREST PAYMENT 3.83 08-19-13 CLOSEOUT 69,969.48 0.00 ENDING BALANCE A $0.00 g ANNUAL PERCENTAGE YIELD EARNED 0.08 Z WHETHER YOU ARE LOOKING FOR A GREAT RATE, REWARDS, SUPERIOR BENEFITS OR A COMBINATION OF ALL, MST HAS THE CARD FOR YOU, VISIT ANY MST BRANCH, CALL OUR TELEPHONE BANKING CENTER AT 1-800-724-3222 OR VISIT "TS.COM TODAY FOR DETAILS. SUBJECT TO CREDIT APPROVAL. �aos�nzl s INANE ACCOUNT ,MO ACCOUNT TYPE:' , . STATEMENT PERIOD PAGE 70057605 POWER CHECKING AUG.03-SEP.04,2013 I OF 2 00 0 06121" MM 117 000000043 FIDSI64IG70109041309 02 000000 4101 r. y BEATRICE R QUIGLEY KATHRYN L KNABY 16 WEST PINE ST ENOLA PA 17025 INTEREST EARNED FOR STATEMENT PERIOD 0.09 SUMMERDALE PLAZA INTEREST PAID YEAR TO DATE 0.42 ACCOUNT SUMMARY @E NNINO AE OSLTS & :: OTHER >�: :::CU REMT ENDI '. @NO ALANCEii . :':OTHER ADDITIONS CHECKS P Ib ? SUBT CTIONS INTE ES7 PD ii .. BALANCE NO. AMOUNT NO. A!H)tiNT M0. AMOIRiT 13,715.85 $,400.00 I it 15.a4 I 1 1. 22,040.10 1 0.09 tl.00 ACCOUNT ACTIVITY POST - POSZ ,IMTERES CHECKS &AT R DAZL .DATE :zTRANSACTION DESC ION. 9:OTHER ADDITIONS :(SUBTRACTZO --"BALANCE? 08-03-13 BEGINNING BALANCE $13,715.85 fJ 08-05-13 Branch Telephone Transfer/Deposit 08-OS-13 CHECK NUMBER 5301 75.84 22,040.01 08-19-13 INTEREST PAYMENT 0.09 08-19-13 CLOSEOUT 22,040.10 0.00 ENDING BALANCE 80,00 CHECKS PAZTi:SUMMARY 5301 08-05-13 75.84 ANNUAL PERCENTAGE YIELD EARNED = 0.00 YOU HAVE THE FREEDOM TO USE YOUR M&T DEBIT CARD THE WAY YOU WANT AT THE REGISTER- CHOOSING EITHER "CREDIT" OR ^DE @IT°- AND YOU WILL MOT BE CHARGED ANY TRANSACTION FEES* ON YOUR PURCHASES IN THE U.S., EVEN WHEN YOU GET CASH BACK! ■M&T DOES NOT CHARGE FEES FOR USING YOUR "AT DEBIT CARD FOR PURCHASES IN THE U.S.) HOWEVER, FEES WILL APPLY IF YOU USE YOUR CARD OUTSIDE THE U.S., INCLUDING ONLINE PURCHASES WITH A MERCHANT LOCATED OUTSIDE OF THE U.S. IN ADDITION, OTHER FEES, INCLUDING OVERDRAFT FEES, APPLY TO YOUR DEPOSIT ACCOUNT ACCORDING TO THE TERMS OF YOUR ACCOUNT. t.Wanc5t5nzy �,. �''��1 S�CwH1E�DULE,1H� J� COMMONWEALTH OF PENNSYLVANIA r NE ALEDG)E. S& INHERITANCE TM RETURN RESIDENT DECEDENT "INIS TG N/W�J ESTATE OF Quigley, Beatrice R. FILE NUMBER 21 - 13 -00887 Debts of decedent must be reported on Schedule 1. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Sullivan Funeral Home 8,485.97 2 Gingrich Memorials(headstone) 165.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Kathryn L. Knaby 7,500.00 Street Address 16 West Pine Street city Enola state PA Zip 17025 Years)Commission paid 2014 2. Attorney's Fees Samuel L.Andes 7,000.00 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 Register of Wills 418.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland Law Journal (advertising) 75.00 TOTAL(Also enter on line 9, Recapitulation) 36,429.06 Sdvdk&H Funeral E>¢Ieirsm& COMMONWEALTH-OF PENNSYLVANIA A�;�yy�/+�y�y�,;� INHERITANCE TAX RETURN Ackm111JYi6111GV{AIIWIIYI Lmd RESIDENT DECEDENT ESTATE OF Quigley, Beatrice R. FILE NUMBER.: ; :W 21 - 13-00887 74Costs e Sentinel-(advertising)`* 157.68 .. .n.+a. r 3^"aty'w«1Nur 1' sts incurred to maintain decedent's house until sale(see Schedule 1 attached) 4,701.91 incurred at sale of house'(see Schedule 2 attached) 7,925.00 s:. . ? :' 'PaiJ *Yi r.p3:.lt ri!' ', xfofT%Iwf' ry yt . 1 S 3 Lf'3 C;�i�.f 4':, •:.+3: vC'tzT ... __« .. ._.+".�2. ' " t i V t l fc,, i�l Fi7.',. _.QA e:'_'eY'c. i `JY#0 c p . T I i Page 2 of Schedule H U P"cm 19(i ofor- Aq Estate of Beatrice R. Quigley File No. 21-13-00887 SCHEDULE 2 Costs Incurred and paid at settlement on sale of decedent's house: Remax Realty Professionals(sales commission) $5,775.00 Notary fees $40.00 Realty transfer tax $1,100.00 Real Estate Tax Certification 10.00 ITOTAL $7,925.00 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OERENNURVANIA INHERITANCE RETURN LIABILITIES, & LIENS RESIDENT DEC EDEN FILE NUMBER ESTATE OF Quigley, Beatrice R. 21 - 13-00887 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 Camp Hill Emergency Physicians-medical care 77,15 2 E.P.Ambulance Service, Inc. 113.00 3 Claremont Nursing and Rehab Center-medical treatment 540.00 4 Alert Pharmacy 19.11 5 Verizon -final phone bill 9.64 TOTAL(Also enter on Line 10,Recapitulation) 758.50 REV-1513 EX-(11A8) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Quigley, Beatrice R. 21 - 13-00687 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not Urg Tmt*S) ]i. TAXABLE DISTRIBUTIONS[include outright spousal distnbu ions,and transfers under Sec.9116(a)(1.2)] 1 Sandra K. Kauffman Daughter 25% 900 Valley Street Enola, PA 17025 2 Judy A. Fries Daughter 25% 769 Lancaster Avenue Enola, PA 17025 3 Debra J. Yohe Daughter 25% 15 W indsor W ay Camp Hill, PA 17011 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART If-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REV-1513 EX.(400) SCHEDULEJ COMMONWEALTH OF PENNSYLVANIA TAX RE INHERITANCE TAX RETURN BENEFICIARIES continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Quigley, Beatrice R. 21 - 13-00887 NAME AND ADDRESS OF PERSON RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER RECEIVING PROPERTY (S) DECEDENT (Words) ($$$) UO Not LI6f Trubiee(s) I, TAXABLE DISTRIBUTIONS(include outright spousal distributions,and transfers under Sec.9116(a)(1.2)) 4 Kathryn L. Knaby Daughter 25% 16 West Pine Street Enola, PA 17025 Page 2 of Schedule J i WILL OF BEATRICE R.QUIGLEY 1,BEATRICE R.QUIGLEY,of East Pennsboro Township, Cumberland County,Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM L I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as ja result of my death,whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. (7) ITEM II. 1 give, devise, and bequeath all of my possessions and estate of every nature and wherever situate to the following persons: A. Twenty-Five(25%)percent thereof to my daughter, SONDRA K. S KAUFFMAN,provided she survive my death by sixty(60)days and, if she does not so survive my death, then to the other persons taking under this Item II of this my last will; B. Twenty-Five(25%)percent thereof to my daughter, JUDY A. FRIES, provided she survive my death by sixty(60) days and, if she does not so survive my death, then to the other persons taking under this Item II of this my last will; C. Twenty-Five (25%)percent thereof to my daughter,DEBRA J.YOHE, provided she survive my death by sixty(60)days and,if she does not so survive my death, then to the other persons taking under this Item 1I of this my last will; and D. Twenty-Five(25%)percent thereof to my daughter, KATHRYN L. KNABY, r— provided she survive my death by sixty (60) days and, if she does not so survive my death, then to the other persons taking under this Item I1 of this my last will. ITEM III. 1 appoint my daughter, KATHRYN L. KNABY, executrix of this my last will. Should my said daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my Iast will, I appoint my daughter, DEBRA J. YOHE, executrix of this my last will. ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. Page i of 4 ITEM V. In addition to the other powers and authorities granted to my personal representative by Pennsylvania Law and by the other terms and provisions of this will,I hereby give to my personal irepresentative the following powers and authorities effective without court approval and until actual distribution of all property:to compromise any claim or controversy;to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representative may determine and at valuations finally to be fixed by them; to invest in all forms of property,including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper,without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification;to sell at public or private sale,to exchange,or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representative deems proper;and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction, J IN WITNESS WHEREOF, I have hereunto set my hand this day of oTwia £ 200T IIAL BEATRICE R. QUIGLEY� Page 2 of 4 I I The preceding instrument, consisting of this and TWO other typewritten pages,each identified by the signature of the testatrix was on the date thereof signed, published, and declared by BEATRICE R. QUIGLEY, the testatrix therein named, as and for her last will, in the presence of us,who at her request, in her presence,and in the presence of each other,have subscribed our names as witnesses hereto. Samuel L.And es 0 " 1 1W )� 31 -- Amy Isar Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) The undersigned,being the testatrix whose name is signed to the attached or foregoing instrument,having been duly qualified according to law,does hereby acknowledge that I signed and executed the foregoing 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. BI:-rAbd&k10VIGLEY 7—Fiy� Sworn or affirmed to and acknowledged before me by the testatrix named above this b+` day of O'u NE 2007. ` NORARIAL NOTARY PUBLIC Notary Public LEMOYNE BOIW.,CUMBERLAND CO. MY COMMISSION EXPIRES FEB.1,2008 COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) WE, SAMUEL L. ANDES and AMY HARKINS, 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 will; 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 that time 18 or more years of age, of sound mind, and under no constraint or undue influence. r-° Samu 1 L. Andes Sworn or affirmed to and Amy Har acknowledged before me this 6 t" day of TaWE 12007. Notary`Public txNM NOTARt' C . LtMONNE� pE' g 1,1008 Page 4 of 4