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HomeMy WebLinkAbout05-16-14 7 1505610140 REV-1500 EX (02-11)(R) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 4 0 0 8 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 1 2 1 0 2 0 1 3 0 7 1 6 1 9 6 0 Decedent's Last Name Suffix Decedent's First Name MI G R E S H - S I L L D 0 N N A K (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI S I L L B R I A N D Spouse's Social Security Number 1 9 8 5 2 9 7 6 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return ❑ 2.Supplemental Return 3. Remainder Return(Date of Death Prior to 12.13-82) 4.Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required death after 12.12-82) © 6. Decedent Died Testate. Q 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 Poverty Credit(Date of Death 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT•THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4, 7 4 3 5 RE TZt OF WIL USE OfiL`�-� � � {h First Line of Address � n - ^t M = fill 4 1 4 B R I D G E S T R E E T ' = m Z -- r'. CD G> Second Line of Address CD o o � *1 - O ~ C7 r- Prt City or Post Office State ZIP Code _- DATE FILED r n rn � N E W C U M B E R L A N D P A 1 7 0 7 0 Correspondent's e-mall address: DSTONEa9STONELAW•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 PEgSON RESPgNSI BLE P G RETURN DATE 11x1 i ADDRESS 1 CR E ENOLA PA 17025 SIGN RE PREPA T THAN REPRESENTATIVE „ DATE J-1Z_ti ADDRE 414 E ST ET NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX(FI) RECAPITULATION 1. Real Estate(Schedule A) . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . t. 8 2 5 0 0 . 0 0 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. S. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , 7. Inter-Vivos Transfers&Miscellaneous N Probate Property (Schedule G) b Separate Billing Requested , 7, 8. Total Gross Assets(total Lines I through 7) ...... .. 8, 8 2 5 0 0 . 0 0 9. Funeral Expenses and Administrative Costs(Schedule H) .. . . . . . . . . .. . 9. 1 4 0 8 6 . 8 3 110. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . ... .. .... ... 10. 11. Total Deductions(total Lines 9 and 10) . .. . ..... . . . ... 11. 1 4 0 8 6 . 8 3 12. Net Value of Estate(Line 8 minus Line 11) ... . . . ....... . . . ... .. lZ 6 8 4 1 3 . 1 7 13. Charitable and Governmental Bequests/Sec 91 13 Trusts for which an election to tax has not been made(Schedule J) .. .... .. . .......... . 13 114. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . .. . . .. . . . . . . . . 14. 6 8 4 1 3 • 1 7 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 • TOL 6 8 4 1 3 . 1 7 15, 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X -0 0 • 0 0 16, 1) 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17, 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18, 0 . 0 U TAX DUE .... ... .......... ....... ....... 19 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 REV-1500 EX(Fl) Page 3 File Number Decedent's Complete Address: 21 14 0082 DECEDENT'S NAME DONNA K • GRESH-SILL STREET ADDRESS 1 CROOKED DRIVE CITY STATE ZIP ENOLA PA 1?025- Tax Payments and Credits: L Tax Due(Page 2,Une 19) (1) 0.00 2. CreditslPayments A.Prior Payments B.Discount Total Credits(A+B) (2) 0.00 1 Interest (3) 0 . 00 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0. 00 5. If Line t +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 .00 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 properly transferred ...................................................................... El b, retain the right to designate who shall use the property transferred or its income ........................ 1 171 c. retain a reversionary interest ............_.............._..............._...................................................... D d. receive the promise for life of either payments,benefits or care? ....................................................... 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ IK 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 designat ion?.................................................................................................. ❑ MX 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 1,11994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is is 3 percent(72 P.S.§9116(a)(1.1)(1)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(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.§91116(a)(11.2)]. • 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 tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 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 EXr(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: DONNA K . GRESH-SILL 21 14 0082 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 1 112 interest in property located in Delaware Twp 82,500 . 00 Northumberland County, PA from Jacob N . Gresh and Audrey J . Gresh, husband and wife to Alan N . Gresh and Donna Gresh Sill as tenants in common each holding an undivided one-half interest sold to Alan N . Gresh and Dawn Gresh, husband and wife TOTAL(Also enter on Une 1,Recapitulation.) b 82,500 - 00 If more space is needed,use additional sheets of paperof the same size. REV-1511 EX+(09-13) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DONNA K . GRESH-SILL 21 14 0082 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1 • Parthemore Funeral Home—funeral expenses 8,953.33 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name($)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid. 2 • Attorney Fees: David H Stone, Esquire 31750 .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: Cumberland County plus filing ITR and Inv 173.50 5• Accountant Fees: 6 • Tax Return Preparer Fees; 7 • Register of Wills-addl probate fees 120.00 2 Settlement charges 990.00 3 Reserve for closing expenses 100 . 00 TOTAL(Also enter on Line 9,Recapitulation) $ 14,086-83 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX.(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT '. ESTATE OF: FILE NUMBER: DONNA K . GRESH-SILL 21 14 0082 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. BRIAN D • SILL Spousal 68,413.17 1 CROOKED DRIVE ENOLA, PA 17025 C ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV�1500 COVER SHEET,AS APPROPRIATE. II, NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1• B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: Z • TOTAL OF PART It-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV�I500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF DONNA KAY GRESH-SILL I, DONNA KAY GRESH-SILL, declare this to be my Last Will and Testament and hereby revoke all prior wills and codicils made by me. FIRST: My Executor shall pay from the residue of my estate all my debts, funeral, and administration expenses, and all estate, inheritance, succession, and transfer taxes imposed by the United States or any state, territory, or possession, which shall become payable by reason of my death. It shall not be necessary to file any claims therefor, nor to have them allowed by any court. SECOND: I give all of my tangible personal property to my husband, BRIAN D. SILL, if he survives me by sixty (60) days. If LAST WILL AND TESTAMENT OF DONNA KAY GRE5H-5ILL BRIAN D. SILL is not living on the sixty-first (61st) day after my death, then I give such of my tangible personal property as is set forth in a separate, dated and unsigned letter of instruction, which I shall place with my Will, to the persons therein designated. If I have not left a letter of instruction or for those articles not distributed under this letter of instruction, I direct that such items be distributed among my children living at the time of my death as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected may be distributed in the sole discretion of my Executor, and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Any such article allotted to a minor may, as 2 LAST WILL AND TESTAMENT OF DONNA KAY GRESH-SILL my Executor deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. THIRD: I give and devise the residue of my estate, real, personal and mixed, of whatever kind and nature, and wherever situate at the time of my death, including any property over which I now have or hereafter acquire a power of appointment, to my husband, BRIAN b. SILL, provided that he survives me by sixty (60) days. If my husband, BRIAN D. SILL, predeceases me or is not Irving on the sixty- first {61st} day after my death, I give and devise the residue of my estate to the Trustee hereinafter named, IN TRUST, for the following uses and purposes: A. To accumulate the net income and to expend and apply so much of the net income, accumulated income and principal of 3 LAST WILL AND TESTAMENT OF DONNA KAY GRESH-SILL the trust as Trustee, in its sole and absolute discretion, deems advisable for the health, maintenance, support and education (including vocational and college education, both undergraduate and graduate) of my children, or their issue, after taking into consideration their other readily available assets and sources of income, or during illness or emergency. Trustee may apply the net income, accumulated income and principal of the trust for the health, maintenance, support and education of my children or their issue, should they, by reason of age, illness, or any other cause, in the opinion of Trustee, be incapable of disbursing it. Trustee shall expend the funds as equitably between my children as is practicable, but not necessarily equally, having in mind that the main purpose of the trust is to make possible an adequate 4 LAST WILL AND TESTAMENT OF DONNA KAY GRESH-SILL standard of living and education for my children. B. When my youngest living child attains the age of twenty- one (21) years, my Trustee shall divide the corpus of the trust and any accumulated income into separate and equal trusts for each of my children and shall administer each as follows: 1. Trustee shall accumulate income or pay on behalf of such child or his or her issue, so much of the income and principal as Trustee, in its sole and absolute discretion, deems advisable for the health, maintenance, support and education (including vocational and college education, both graduate and undergraduate) of such child or his or her issue after taking into consideration his or her other readily available assets and sources of income. Trustees 5 LAST WILL AND TESTAMENT OF DONNA KAY GRESH-SILL may apply the net income, accumulated income and principal of such child's separate trust for the health, maintenance, support and education of such child or his or her issue should he or she by reason of age, illness or any other cause, in the opinion of the Trustee, be incapable of disbursing it. 2. In addition to the distributions provided for in Item THIRD (B) (1) hereof, the following directions are provided: (a) A child who has attained the age of twenty- two (22) years, may request and receive up to one- third of the initial principal of such child's separate trust. 6 .;: ".0 .. .:_ LAST WILL AND TESTAMENT OF DONNA KAY GRE5H-SILL (b) A child who has attained the age of twenty- four (24) years, may request and receive up to one- half of the remaining principal of such child's separate trust. © A child who has attained the age of twenty- six (26) years, may request and receive the entire balance of his or her trust and all accumulated income thereon, discharged of all trust. 3. Should any child fail to survive to the termination of his or her trust, the then-remaining principal and accumulated income of such trust shall be held in further trust for the benefit of such child's surviving issue, if any, in equal shares, upon the same terms and conditions as set LAST WILLIAND TESTAMENT OF DONNA KAY GRE5H-SILL forth for my children above. If any child dies without issue, the remaining principal and accumulated income of his or her trust shall be added to the trust of the surviving child or children. FOURTH: Except as otherwise provided herein, should any distributee of my estate or any trust created herein be a minor, or, in the opinion of my Executor or Trustee, be mentally or physically incapacitated, my Executor or Trustee may pay his or her share of my estate or the trust estate to the parent or guardian of the distributee, or to any person taking care of the distributee, or, in the case of a person under twenty-one (21), may deposit the share savings account, made payable to the beneficiary upon attaining majority, which I define as twenty-one (21) years of age. 8 s+-r ..yam-. u ...r«r—r- •--a. ..r...,.,,� LAST WILL AND TESTANtENT'` I OF DONNA KAY GRESH-SILL FIFTH: In the event that my husband, BRIAN D. SILL, does not survive me, I nominate, constitute and appoint my soon, PATRICK GRESH-SILL, as testamentary guardians of the persons of my children. l SIXTH: I nominate, constitute and appoint my husband, BRIAN D. SILL, Executor of this my Last Will and Testament, to serve without bond or security, and to make distribution of my estate in cash or in kind, or partly in cash and partly in kind, and in such manner as he may determine. I authorize, empower and direct him to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in his judgment is best for my estate, and to that end to sign, seal, execute, acknowledge, and deliver all 9 LAST-WILL Ali O'TESTAMENT OF DONNA KAY GRESH-SILL deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. In the event my husband does not survive me, or refuses to act as Executor, or does not complete the duties of Executor, then I nominate, constitute and appoint my son, PATRICK GRESH-SILL, as the alternate Executor, to serve without bond or security. My alternate Executor shall have all of the powers, privileges, duties, and immunities granted to my Executor as provided herein. SEVENTH: I hereby nominate, constitute and appoint FULTON BANK, Trustee of the trusts created herein, to exercise all of the powers conferred upon trustees by law, and all of the discretionary powers granted herein. EIGHTH: No beneficiary shall have the power to anticipate, 10 L _ *;." _ .. h' �. �. .. i ' t. . 'a. .. f ,, x y , �r s ' i ,. - ,,. _ k . � � � �. Y � � .�. i .� t"... r� '- �.... . �. 5 '. .. t }#l ;: � �s ,LAST WIt:�:ANf�'tTi~ST ` ENT�� : . ;. . t ` "' DONNA KAY GRESH-SILL encumber or transfer his or her interest in my estate or any trust # E created herein in any manner other than by the valid exercise of a ; power of appointment. No part of any trust or my estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. NINTH: In addition to such other powers and duties as may have been granted elsewhere in this Will, Trustee shall have and exercise exclusive management and control of the trust, and shall be vested with the following specific powers and discretion, in addition to the powers as may be conferred generally from time to time upon Itrustees by law: IA. To invest, reinvest and keep the trust assets invested in ti -LASTMUL' WIE MENT AN Op DONNA KAY GRESH-SILL such real and personal estate as a prudent man of intelligence and discretion would do for himself, for investment, and not for speculation, giving due regard to the safety of the principal and the adequacy of the income, without being limited to the so- called "legal investments" in the Commonwealth of Pennsylvania. S. To sell or otherwise dispose of any property, real or personal, at any time held hereunder, for cash or upon credit, in such manner and upon such terms and conditions as Trustee may deem best, and no person dealing with Trustee shall be bound to see to the application of any moneys paid. C. To borrow or loan money for any purpose in connection with the administration of the trust upon such terms and with such security as Trustee may determine. 12 ,77 CA T"WrEj X* J7� or DONNA KAY GRESH-SILL D. To make any distribution hereunder in cash, in kind, or partly in cash and partly in kind. E. To maintain such records as may be necessary to properly administer the trust created herein. F. To make any distribution hereunder for the benefit of minor beneficiaries directly to the beneficiary thereof, to the legal guardian of such beneficiary, or to the person who has custody of such beneficiary, or to apply any such distribution directly for the benefit of any such beneficiary. Trustee shall not in any way be liable to see to the proper use or application of any such amount paid, whether directly to a beneficiary or otherwise. G. To receive such other property, including pensions and 13 `GAVMILLANI�49gfig Y-- • . i4 . ' 3i'' y ..a OF DONNA KAY GRESH-SILL policies of insurance or the proceeds thereof, upon my life or that of any other person, and to administer such property or policies and the proceeds thereof in accordance with the terms of this Will. H. To dispose of all income-producing property upon whatever terms or conditions Trustee deems advisable. I. In general, to exercise all powers in the management of any trust herein created which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as Trustee may deem best, and to execute and deliver all instruments and to do all acts which Trustee may deem necessary or proper to carry out the purposes of any such trust. 14 T � �:' 4 r I. $' Y .. � r � 'f� I i T � � _� .. e .. ... ... ., - .. .. ti'. 9 .. £ k . � 4 a A.. ' ,x b..1 � f1 - � � h .. i e ''�Zi - � � r � S ,� � � .5: I .( .� � '.. i 4 r" i AQ LAST WILL AND TESTAMENT OF DONNA KAY GRESH-SILL IN WITNESS WHEREOF, I, DONNA KAY GRESH-SILL, the Testatrix, have to this my Last Will and Testament, set my hand and seal this -7�day of October, 2013. ]�OlTr , G AL) DONNA KAY GA E -SILL Signed, sealed, published and declared by the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. The preceding document consists of this and fourteen (14) e consecutively numbered typewritten pages., 9 residing at �2z< w � 4. 31`4/ Q�- n os� ' residing at 15 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) ) ss. COUNTY OF DAUPHIN ) I, DONNA KAY GRESH-SILL, 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, and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledbefore me by DONNA KAY GRESH-SILL, the Testatrix, this2 day of October, 2013. b Testatrix (SEAL) Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Rhonda Lang,Notary Public City of Harrisburg,Dauphin County My commission expires August 09,2016 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA } COUNTY.O-F—DAUPHIN ) We,�rN,J l7, a and '`, ..,: C_ . -%, �. >� 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 an d saw the Testatrix sign and execute the instrument as her Last Will, that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness, 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. Sworn to or off firmed and subscribed to before me by <' , L and ire,' C. witnesses, this ,�-�`-day of Oct4ber, 2013. Witness Witness n bL1 1;C (SEAL) Notary P f lic COWAGNW EALTH OF PENNSYLVANIA NOTARIAL SEAL Rhonda Lang,Notary Public City of Harrisburg,Dauphin County My commission Gcairos Aa¢usr 09,2016 County of Northumberland MARY L.ZMEWERMAN oe o efa REGISTER OF WILLS,RECORDER OF DEEDS c CLERK OF ORPHANS' COURT Courthouse,201 Market Street Sunbury,Pennsylvania 17801 (570)988-0143 Instrument Number-201404725 Book-2542 Starting Page-383 Recorded On 4/15/2014 At 1:35:37 PM *Total Pages-5 •Instrument Type-DEED Invoice Number-203038 •Grantor-SILL,BRIAN D •Grantee-GRESH,ALAN N •Customer-JOHN A SMAY This is a certification page •FEES DO NOT DETACH STATE TRANSFER TAX $825.00 STATE WRIT TAU $0.50 This page is now the first page JCS/ACCESS TO JUSTICE $23.50 of this legal document. RECORDING FEES - $13.00 RECORDER OF DEEDS AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 RETURN DOCUMENT TO: WARRIOR RUN AREA $412.50 JOAN A SMAY SCHOOL REALTY TAX PO BOX 35 DELAWARE TOWNSHIP $412.50 MUNCY,PA 17756 TOTAL PAID $1,703.50 I hereby CERTIFY that this document is recorded in the Recorder's Office of North'd County,Pennsylvania. OFgb9� 7 'i�aNSyiy►a`Q Mary L Zimmerman Recorder of Deeds •-Information denoted by an asterisk nay change during the verification process and may not be reflected on this page. Book: 2542 Page: 383 01 FM I I IIII�II I IIII��II�IUI�I DO NOT PUBLISH THIS DEED made this day of s, >2014,by and between BRIAN D. SILL, EXECUTOR for the ESTATE OF DONNA KAY GRESH-SILL, deceased, and BRIAN D.SILL,widower, of 1 Crooked Drive,Enola,County ofCumberland and Commonwealth of Pennsylvania,an undivided one-half interest in the subject real property, GRANTORS; AND ALAN N. GRESH and DAWN M. GRESH, husband and wife, of 688 Rt. 442 Hwy., Muncy, County of Lycoming and Commonwealth of Pennsylvania, GRANTEES. WHEREAS, the said DONNA KAY GRESH-SILL died testate on December 10, 2013, having a Last Will and Testament dated October 24,2013,wherein she appointed BRIAN D. SILL as Executor of her Last Will and Testament; and WHEREAS,Letters Testamentary were issued to the said BRIAN D. SILL by the Register of Wills in and for the County of Cumberland and Commonwealth of Pennsylvania on the 24'day of January,2014; and WHEREAS,the original ofthe said Last Will and Testament ofDONNA KAY GRESH-SELL dated the 24'day of October, 2013, is filed in the Office of the Register of Wills in and for the County of Cumberland to No. 21-14-0082. WHEREAS,the said DONNA KAY GRESH-SILL died seized of the hereinafter described parcel of real estate which is part of the residuary estate passing to her husband, BRIAN D. SILI,, as set forth in the said Last Will and Testament; and WHEREAS,the said BRIAN D.SILL,Executor,makes,acknowledge and delivers the within Deed by virtue of Section 3351 of the Pennsylvania Probate,Estates and Fiduciaries Code. WITNESSETH,that in consideration ofEIGHTY-TWO THOUSAND FIVE HUNDRED ($82,500.00)DOLLARS paid,the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, their heirs and assigns, Book 2542 Pace 384 ALL that certain piece,parcel and tract of land, including improvements thereon erected, situate in Delaware Township,Northumberland County, Pennsylvania bounded and described as follows,to-wit: BEGINNING at a point, said point being the intersection of the centerline of Legislative Route No. 49063 and the centerline of Township Road No. 632; thence, along the centerline of Township Road No.632,North 56 degrees 1 minute East, 157.60 feet to a point;thence,along the same,North 62 degrees 3 minutes East,65.30 feet to a point;thence,along the land now or formerly of Carl I.and Clara Carlson,his wife, South 30 degrees 14 minutes East,439.97 feet to an iron pin; thence,along the same, South 30 degrees 35 minutes East,237.75 feet to an iron pin;thence,along the same,South 56 degrees 10 minutes West,439.53 feet to a point on the centerline of Legislative Route No.49063;thence,along the centerline of Legislative Route No.49063,North 18 degrees 51 minutes West, 26.62 feet to a point; thence along the same on the arc of a circle, 2,941.18 feet in radius curving to the right an arc distance of 447.05 feet the chord of said arc running North 14 degrees 30 minutes West, 446.18 feet to a point; thence, along the same, North 10 degrees 09 minutes West,257.56 feet to the point of BEGINNING. CONTAINING 5.36 A.more or less. Said description is according to a survey made by Eric L. Brouse,R.E.in October 1972. UNDER AND SUBJECT TO the restrictive covenants contained in the Deed by which the subject property was conveyed to Grantors herein. BEING the same premises granted and conveyed unto Alan N.Gresh and Donna Gresh Sill, by Deed of Jacob N. Gresh and Audrey J. Gresh,husband and wife,dated the 6'"day of February, 2006, and recorded the 7ie day of February, 2006, in Northumberland County Record Book 1838 Page 452, and as Instrument Number 200602203. The said Donna Kay Gresh-Sill died December 10,2013,whereupon her undivided one-half fee,title and interest was vested in Brian D.Sill,her husband,Grantor herein,passing to him under her Last Will and Testiment,as filed in the Office of the Register of Wills in and for the County of Cumberland to No.21-14-0082. FOR IDENTIFICATION PURPOSES ONLY,being known as part of Real Estate Tax Parcel No. 021-00-004-19-B in the Office of the Northumberland County Tax Assessor. AND the said Grantors will SPECIALLY WARRANT AND FOREVER DEFEND the property hereby conveyed IN WITNESS WHEREOF,the said Grantors have hereunto set their hands and seals,the day and year first above written. SEALED AND DELIVERED IN THE PRESENCE OF: CX&C (SEAL) Brian D. Sill, Executor for the Estate of Donna Kay Gresh-Sill,deceased (SEAL) Brian D. Sill CERTIFICATE OF RESIDENCE I hereby certify,that the precise residence of the Grantees herein is as follows: 688 Rt. 442 Hwy, Muncy,PA 17756 Attomey/Agent for COMMONWEALTH OF PENNSYLVANIA COUNTY OF LYCOMING On this 10-14 day of 2014,before me a NotaryPublic,personally appeared BRIAN D. SILL, EXECLITOR for the ESTATE OF DONNA KAY GRESH-SILL, deceased,known to me(or satisfactorily proven)to be the persons whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. COMMONWEALTH f Sol Notary Public rrnN,k J.evdand,Notary Pd* Mwky Bm, Lycomrg county My CmwNlssbn ELI , May 2, 2017 MagK KwanvANIR ASSDaKIM OF NUTARIES COMMONWEALTH OF PENNSYLVANIA COUNTY OF LYCOMING Onthis 10 dayof 2014,before meallotaryPublia,personally appeared BRIAN D.SILL,widower,known to me(or satisfactorily proven)to be the persons whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. &[,h .Q NJft.LA Notary Public rvs Lv t corage�. +ten wturc MuuV Boo, LyWmkp�p�, My CwmNaypi Expba May 1,2017 VA AAMMTMM OF WrMn Prepared by: John A. Smay,Esquire WILL AMS AND SMAY 39 South Main Street P. O.Box 35 Muncy,PA 17756 (570) 546-5043-phone (570)546-7510-fax email:lawmaniasnu.windstream.net A. Settlement Statement (HUD-1) me No.2502A2w 9 Taw,of Lcan 1. 0 FHA 2. 0 RHS 3. Q COW UNINS. 8,File Number. 7.Loan wumbar: 8.Mortgage ins.Cam No: 4. []VA 5. ❑COW INS. JA3100 C.Nrda: TNs Gem b rumlow m glue you a alet,mam or was,wwonem costa.Arrourra can M sad M me a*No em eganl am ehoxn. Tom normal Y t•wan PM4 autame tlx dicang awv are soma we 6e Mkmwymwl mxPOasxaM en rplixilldep in ire tWa,. D. Name and Address of Borrowan: F.Name and Address of Lender. At,n N.Green none US R,aer 442 Hwy.,Muncy,PA 177116 Dawn M.Green M Rout,442 Hwy.,Manny,PA 17765 E. Nam,and Address of Sellers: H.Settlement Agent- soon 0.Bit,Ex"Whor Esfats of Owns Kay Greo-Sill,1 drooled Drive,Eno1S PA 1M24 YAObms S 8may Agency 30 S.Main Street Muncy,PA 17766 Edon 0.gal /Crooked Drive,Emot,,PA 11018 Flows Nor (570)64"M G.Property Lo0w6on: Plow of Settlement'. I.Settlement Date: 111480 RL 04 H". 1. 39 Wifflarrat.Ma S Smsy Agency Wabontown,PA 17777 39 S.Main Street D46unemem Dab: Murray, PA 17168 100, Grate Amount Due Frant ftnarsuar -4gQ,&jrRMLAMQMnt Q.&To 0x110/2014 r 101.Contract sexes P** 92,600.00 401.Contract safes 06011 82,60000 102.Penonaf property 402.Personal properly 103.Settlement charges to borrower(11ne 1400) 2,084.60 401 104, 404. 105. 405. '. �srlAaSw.rae _:, +' 9aeyepWaq adlisalladcatloe - . 1 D8.Cayrtown tartan to 406 ClyAOwn term to 107.County Was to 407.County taxes to 108.Asaemmente to 408.Aaeassmanto to 109.School toss am 4D8. 110, 410. 111, 411. 112, 412. 120.Games Amount Out From Borrower $84,684.Sq 420•Grows Amount Due TO Sailor {8x,600.00 .fib: _ ., '81R �drm4lYa �';, � .".' •,:"' (R�AIISDIRi�fa' SQfII .. . 201.Deposit or named moray 501.Eames deposit(6e instructions) 202.Principal amount of raw loohl) 602.SoOMm nt charges to warn,(line 1400) 990.00 203.Existing loan(*)taken sub)od t, 503.Exaang bans)faker eobioa to 204. W i4 Payoff tat Mtn Ln 205. 505.Payoff 2nd Milli Ln 206. 506 207. 507. 208. 509. 2D9. 509. A6AP genet 9611Raa11P fayFh�w!'1aDMSf+$ssMt- 210.CdyAOwm toes 10 510.CRYAmm tales to 211.County toe to 511,County,!tore, to 212 A6eomnms to 512.Aeassmem* to 213. 513. 214, 514. 215. 615. x18. 516. 2t7. SIT 218, 518, 219. 519. 220.Told Paid Sy7FOr SonoWSr 90.00 520,Total Reductions Amount Out Shier $090. m8,._Otrse' FMwl,os obbr I ' .%,#*I N*At*g4MR$TM!rm Sake, 301.Gross amount tloo from borcwer(firs 120) $84,504.60 601.Gross amount due to miler,(fine 42 ) 582,600AD 382.Le Mount Palo byMOr borrower 01ne 220) $0-00 602.Lem reduNoe in random due sabr{Ores 520) ($098.00) 301 CASH ©FROM ❑TO BORROWER; $94,584. 609.CASH ®TO Q FROM SELLER: 581,610.00 The PUI*C R,porung Surden for trot collection of mma00n Is ae8msted at 35 minutes Par feapona6 far enacting,reviewing,and rapordng the done. This agency may not colloU this Information,and you are not required t0 complete ale form,unions It dleplays a currently valid OMS control number.No confidentiality Is assured;this disclosure is mandatory.This is designed to provide the parties to a RESPA covered transaction with inlornal'ion during the selling process. Previous adit oe am otowle s HUD-I Settlement Statemm L$outman Cho mm .< w. Paid From Paid From DNlsidn of Commission(limo 700)as follays: Donowers Sasses Funds 701. s to Funds m at Set6emem 702. $ to Saft"M t 703. Commission paid at Settlement 704, to 705, to 801. Out ortinatlon Change (from GFE Mt) 802. Your aeddit or Ch e(polots)for the spedac interest mte chmn M.GFE co 803. Your adjusted origination Charges Irmm GFE q 804, Appm"fee to dmm GFE M3) 805 Credit report to Bmm GFE A1) 808. Taz service to Irmm GFE M3) 807, Road mrtl"bn to Oro.GFE 43) 808. to 808. to 870, to 811. to 812. to 813. to 901. Daily interest Charges from 04104=14 to .®.: >Iday days. (fmm GFEMm) 802. Mortgage lnsunnm pnrraum fp mo.to (font GFE M3) 903. Homeowners Maumnm for yry.to� (from GFEMit) 90k n. e 100}: t00t,inmai de"R for your esontw account (avm GFE n) 1002,Homeowners In u month per month 1003.Mortgage lnaurance "ram(M per Month 1004.Gay propefty razes m nft per month 1005 courdy tease months Par Moon 1006.School tease months per month 1007, monht permoth 4 Aggtegen Ad m»m iNM it01.78k sercicee and 7andera thte Maumnm ittom GFE H) 0.00 1102.Se0lement or dosing fee to 0.00 1103.Owners MW lmUmnm (eom GFE 0) 801.00 1104,Lenders t84 insumnm 1105.Landers Ime policy limit$ 0.00 1106,O.Wes Of POBGy Jima$ 82,800.00 1107.Agam'a p~of the total tM lmunnm pmmkan; 640.80 to WNW*S Smay Agana i106.Undsrwitera POrecn ofthe title insumnm premium$ 160.20 to Ant Amdce 710* 1104,Attomw Fesommumrrt Pmpamtfw to John A.Stagy 360.00 160.00 1110.EPA Lie Ssanh to J.A. S Compey 10.00 1111.Support 3"rch to L coming Coup DomeetIC Ramtluns 20.00 1112. to 1113.Nob Fans to Connie J.Evemrtd 26.00 16.00 WE 1201,Gcwnrneof racan8ng chargas Omm GFE ar) 53.50 1201.Recording fees Dead 63,60 Mortgage: Releases: 0,00 1203.Transfer faze, Drom GFE Ma) 626.00 3204,City/county tea slanom: De W: 826.00: Mortgage: 412.50 1205.Stale law'atamps: Deed' 825.00; Mortgage: 412,60 1206, to 1207. w 208. to 1301.Re0ulmd Services that you can Shop for (rmm GFE") 1302,Escrow for inhedtanm Tae to Wef"s and Smay.Tm6t"Account 1303. to 1304. to 1305, to 1300. to 1307. to Pi9tRTMeF ' t6f11�+aeta*eRg$. auN:Igl,sed6iweMq; .. $2,064.50 $690.00 Previous editMm am ooeofen Ht l Inwe are Ity reviewed his HUQl SddamaM SUltement end to Na Mill of knoll S,Mcl ddyn$tetameMPe BI mYa M ar by me In this lamadbn.I lums,m �� adGe and OdmlMsnt MM and scarp.12andMOf ap rece:ph and tl4bumemenb merle on My not I hwe realved a a d ee HU0.1 Battlement StptemaM(ppea t,T and 3). Bp{o}�em /0/%� /yf Selbn mg M� Devm M.Gmsn ism a .SBI, eulrtw Sdan SOnlament Agent Date 04/1W0114 JM 1 WARNING:a Is a CNmp b riot make sbh to b tM United Sbta an tlYa ar erry over eiMlprloml.Paulkea u Far deWla eae'Tme It U.S.Code Segbn id bnlol O. pan amktivn anlmJWe allneaM Mpr4onment. Previous edklons am oOSOleta 1902 O . K t7 r - r O t7 H. r• G (D m ,N M"H ft tlx: N dt Y{D- - . m ::rwFS z G W O C O A Cn0r miQ� �'' f • :J� 0 r S O GI O O fD rt N 5 o m .� w@ O ow 1 i7'NS' p M 0 wars y X . OD m J c* m ° 7 c C N s: • T o N UYiF�a F°� W O . T W p( Op I`1�E NOL� R A col J N 0 0 Co �/y �� n STONE LAFAVER & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET DAVID H.STONE POST OFFICE BOX E. GERALD J.SHEKLETSKI OF L NEW CUMBERLAND,PA 17070 CHARLES ES K H.S STONE W ..S(OnelaW.net JON R LAFAVER May 14 , 2 14 TELEPHONE(717)774-7495 FACSIMILE (717)774-5669 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3887 RE: Estate of Donna Kay Gresh-Sill No. 21-14-0082 Greetings : Enclosed please find an original and one copy of the Inheritance Tax Return and Inventory for the above mentioned estate . Please clock in the copy of the Inventory and send it back to my office along with any receipts in the enclosed stamp addressed envelope . Also, enclosed is check #1446 in the amount of $120 . 00 for additional probate costs . Should you have any questions, please do not hesitate to contact my office . Very truly ours, ST F R & SHEKLETSKI H. DHS/tmb Enclosures o 70 s mrn n 3: °� oC 9- o� C�I r rn- r rn or) :7j o 0 o o 0 c-> o --1 � o �-+ r rn 1-' r ° s o cn n cn