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HomeMy WebLinkAbout05-30-14 (3) _ _ . _ _ � 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOx 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 3 1 1 4 9 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 9 1 7 �2 0 1 3 1 0 0 2 1 9 2 5 DecedenYs Last Name Suffix DecedenYs First Name MI F R A N K J R T H 0 M A S L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Su�x 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 Priorto 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust � S.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-TNIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number r.> D A V I D H S T 0 N E , E S Q U I R E 7 1 � 7 7 4�7 � �+5 co ;� � REG1�7C�IPOF WILL E ONLY� I l —�7 �;} —C .„� �,,;t I i � �. f_,. �� ,"� �� � � First Line of Address I � .��°: i : p .u' �-� ._ G� °.: 4 1 4 B R I D G E S T R E E T � �, � � -� �`;� -`�n Second Line of Address �� � �� � �� � � � � ::� C7 . � r' m -p --� � r_ Q City or Post O�ce State ZIP Code � DA7E FIL � '�'1 N E W C U M B E RL A N D P A 1 7 0 7 0 — Correspondent's e-mail address: D S T 0 N E a�S T 0 N E L A W • N E T 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. laration o r rer other than the personal representative is based on all information of which preparer has an knowledge. SIGNA RE O PE SON RE P N 1BLE FI RETURN qTE � Z; ADDRE 521 TH E NEW CUMBERLAND PA 17070 SIGNAT E OF PREPARER THER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 J � Continuation of REV-1500 Inheritance Tax Return Resident Decedent THOMAS L. FRANK JR 21 13 1149 DecedenYs Name Page 2 File Number Correspondents Name Daytime Telephone Number D A V I D H S T 0 N E First line of address 4 1 4 B R I D G E S T R E E T Second line of address City or Post Office State ZIP Code N E W C U M B E R L A N D P A 1 7 0 7 D - CorrespondenYs e-mail addr Under penalties of peryury,I de re tha have xamined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is clara n f eparer other than the personal representative is based on all information of which preparer has any knowledge. IGNATU OF PER ES IB E OR FILING RETURN DATE J�''Z'y�/� ADDRES I� ST�G�^T N Ew �.l.lf'����-�.14N� �� l�O7 C� � 1505610240 REV-1500 EX(FI) Decedent's Social Security Number �ecedent's Name: T H 0 M A S L • F R A N K J R 8 7 5 1 3 RECAPITULATION 8 5 0 � 0 . 0 0 1. Real Estate(Schedule A) �� . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds(Schedule B) Z� � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. ' 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. ' 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 4 3 3 1 0 . 3 1 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. ' 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. • 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 2 8 3 1 � . 3 1 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9 2 � 6 3 2 . 6 4 10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. 9 . 5 6 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2 � 6 4 2 . 2 0 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2• 1 � 7 6 6 8 . 1 1 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. 1 � � 6 6 8 . 1 1 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 Q • O O (a)(1.2)X.0 _ 15. 0 . � � 16. Amount of Line 14 taxable 0 . � � at lineal rate X.045 � • 0 � 16. 17. Amount of Line 14 taxable O . O � 17 � . � 0 at sibling rate X.12 18. Amount of Line 14 taxable 1 0 7 6 6 8 . 1 1 18. 1 6 ], 5 0 . 2 2 at collateral rate X.15 19. TAX DUE 1 6 1 5 0 • 2 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 1505610240 1505610240 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 1149 DECEDENT'S NAME THOMAS L • FRANK JR STREET ADDRESS 1704 WYNDHAM ROAD CITY STATE Z�P CAMP HILL PA 17011- Tax Payments and Credits: ��� 16,150 • 22 1. Tax Due(Page 2,Line 19) 2. CreditslPayments 15,0 0 D • 0� A,Prior Payments B.Discount 7 8 9 • 4 5 Total Credits(A+B) (2) 15,7 8 9 • 4 5 3. I nterest (3) 0 • 0 0 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 • 0 0 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3 6 0 • 7 7 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 ..................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... � 0 2. If death occurred after December 12,1982,tlid decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... � � 3. Did tlecedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ ❑X 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 is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the chiid 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 p2 P.s.§s��s(a)(�)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 tlecedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OFREVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: THOMAS L • FRANK JR 21 13 1149 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 OFDEATH DESCRIPTION � Property located at 1704 Wyndham Rd Camp Hill , 85,000 • 00 Cumberland County, PA sold to IFP, a PA General Partnership on December 23, 2013 TOTAL(Also enter on Line 1,Recapitulation.) $ 8 5,�0 0 • 0 0 If more space is needed,use additional sheets of paper of the same size. REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: THOMAS L • FRANK JR 21 13 1149 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �, 2�01 Ford Taurus Title #608105641�2FR sold 400 • 00 to James W Estright on April 24 , 201,4 2 Comcast-refund received 84 - 00 3 Commonwealth of PA-revenue rebate received 250 - 00 4 Household goods from home 500 • 00 5 M&T Bank-Savings Acct #15004198160168 4 ,187 • 23 Princ $4 ,187 • 23, Int $ • 04 6 M&T Bank-Savings Acct #15004198160168 - Accrued Int 0 • 04 7 Postmark CU-Checking Acct #3038-10 24 ,452 . 42 8 Postmark CU-Savings Acct #3038-�0 13,436 • 62 TOTAL(Also enter on Line 5,Recapitulation) $ 4 3,310 • 31 If more space is needed, use additional sheets of paper of the same size. - - REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 13 1149 THOMAS L • FRANK JR DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER 227 • 0� q, FUNERAL EXPENSES; �. Musselmans Funeral Home-funeral expenses 3,320 • 00 2 Musselmans Funeral Home-funeral expenses g. ADMINISTRATIVE COSTS; �, Personal Representative Commissions: 6,415 • 0 0 Name(s)of Personal Representative(s) J e f f r e W h i t e Street Address 5 21 7 t h S t c;�y New Cumberland State PA ziP 17070 Year(s)Commission Paid: 2 014 6,415 • 00 2. AttomeyFees: DaVld H Stone� Esquire 3 Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State Z�P Relationship of Claimant to Decedent 4, Probate Fees: S e e #3 b e 1 o w Accountant Fees: 5. g. Tax Return Preparer Fees: L,000 . 00 � US Treasury-paymt on 2�13 104D taxes w/ext 50 •00 2 PA Dept of Revenue-paymt on 2013 PA40 w/ext 333 • 50 3 Stone LaFaver & Shekletski-Reimb for probate 30 • 00 4 Stone LaFaver & Shekletski-Reimb for filing ITR/Inv 189 • 54 5 The Sentinel-advertising grant of letters 75. 00 6 Stone LaFaver & Shekletski-Reimb for advertising 22 • 50 7 Commonwealth of PA-duplicate title fee 1,77D • 22 8 Settlement costs ($2,635 • 49) less reimb ($865 • 27) 21.73 9 Comcast-service at property 33 •99 yp AT&T-service at property 53 • 48 11 pPL-electric service at property 46 •21 12 Verizon-service at property TOTAL(Also enter on Line 9,Recapitulation) $ 2 0,6 3 2 • 6 4 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent 21 13 1149 THOMAS L. FRANK JR Page 1 File Number DecedenYs Name Schedule H - Funeral Expenses &Administrative Costs -B7. ITEM AMOUNT NUMBER DESCRIPTION 129 • 47 13 Lower Allen Township-sewer and trash service 500 • �0 14 Reserve for final utility exp and closing expenses SUBTOTAL SCHEDULE H-67 6 2 9 • 4 7 REV-1512 EX+(12-12) pennsyivania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES 8� LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER THOMAS L • FRANK JR 21 13 1149 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH � West Shore Pathology-debt of decedent 9 • 56 TOTAL(Also enter on Line 10,Recapitulation) $ 9 • 5 6 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER: ESTATE OF: 2 y 13 114 9 T H 0 M A S L • F R A N K J R 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 [Incl Sec.91�96(aj(�z�l]distributions and transfers under � JEFFREY WHITE NEPHEW Collateral 26,917 • 02 521 7TH STREET NEW CUMBERLAND PA 17070- Collateral 26,917 •03 2 DALE R LEONARD FOSTER SON 349 NE 19TH AVENUE DEERFIELD BEACH FL 33441- Collateral 26,917 • 03 3 CHARLES G KING III FOSTER SON 4531 SEQUOIA DRIVE, APT 249C HARRISBURG PA 17109- Collateral 26,917 • 03 4 KENNETH H FRANK JR NEPHEW 416 CAREW AVENUE PITMAN NJ �8D71- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B,CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, $ If more space is needed,use additional sheets of paper of the same size. , a :p\Wills\FRANK,THOMAS LAST WILL AND TESTAMENT OF THOMAS L. F'RANK, JR• I, THOMAS L. FRANK, JR. , of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me . ITEM I : I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease . ITEM II : I direct that my Executor hereinafter named shall have any pets which I may have at the tirne of my death put to sleep. ITEM III : I devise and bequeath all the rest, residue and remainder of my estate as follows : A. One-fourth to DALE R. LEONARD. B. One-fourth to CHARLES G. KING, III . C. One-fourth to my nephew, KENNETH H. FRANK, JR. D. One-fourth to JEFFREY WHITE . ITEM IV: I appoint JEFFREY WHITE and DAVID H. STONE, Co-Execu- tors of this my last will . ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction . Page 1 of 4 IN WITNESS WHEREOF, I, THOMAS L. FRANK, JR. , have hereunto set rny r� ,.��� 1;�� , 2006 . hand and seal this �3 day of � THOMAS L. FRANK, JR. Page 2 of 4 i� . SIGNED, SEALED, PUBLISHED and DECLARED by THOMAS L. FRANK, JR. , the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses . __...� . ; 414 Brid e St. New Cumberland �'�'° Addre s s ' tness � 414 Brid e St . New Cumberland PA Witness Address COMMONWEALTH OF PENNSYLVANIA: . SS . COUNTY OF CUMBERLAND • I, THOMAS L. FRANK, JR. , the Testator 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 this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. . �`�� `� 'L— � _ THOMAS L. FRANK, JR. Sworn to or affirmed to and ackno�wledged before me by THOMAS L. s2�� da o f , 2 0 0 6 FRANK, JR. , the Testator, this y COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Notary Public DANIEL M, NARTMAN, Notary Public New Cumberlaitd 8orq„Curnberlantl Co. My Cummisswn Expires Jan.21,2Q09 Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA : . SS . COUNTY OF CUMBERLAND . � , ��' �. ��K-- J�- � We, �������'�I��t � ���1 and 4 L 4 � � the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence . �..��_ Witnes �.,,� , Witness Sworn to or affirmed to and acknow edg�d before me by Ci(:�=�'l�`��V1 and ���L. � �� ' , witnesses, this � day of , 2006 COMMONWEALTHOFPENNSYLVANIA Notary Public NOTARIAL SEAL DANIEL M. HARTMAN, Notary Public New Cumberiand Boro.,Cur�berland Co. My Cornmission Expires Jan.21,2009 Page 4 of 4 i ' . I 7_:\RG\DED\Frank.Jr,T'homas—1704 Wyndham Road � Tax Parcel#:13-23-0547-261 I Address: 1704 Wyndham Road I Camp Hill,PA 17011 � I DEED i r� I � THIS INDENTURE made the �� day of ���r���� , in the year 2013, � between JEFFREY WHITE and DAVID H. STONE, Co-Executors of the Last Will and � Testament of THOMAS L. FRANK, JR., late of Lower Allen Township, County of ! ' Cumberland, and Commonwealth of Penns lvania of the first � I y , part, hereinafter called the , Grantors, ' � - AND - � ; � � IFP, a Pennsylvania General Partnership consisting of DOUGLAS P. PUGH and j � THOMAS A. CHELEDNIK, of the second part, hereinafter called the Grantee; '' i WHEREAS, the said THOMAS L. FRANK, JR., became in his lifetime seised, as of � fee, of and in a certain tract of land, together with the improvements thereon erected, situate in � Lower Allen Township, County of Cumberland, and Commonwealth of Pennsylvania, and ; � more particularly described hereinafter; and being so thereof seised, died on September 17, ; 2013, having first made his Last Will and Testament in writing dated January 23, 2006, duly ' probated and registered in the Office of the Register of Wills of Cumberland County on i � October 31, 2013, wherein and whereby he appointed as Co-Executors, the said JEFFREY � I WHITE and DAVID H. STONE, to whom Letters Testamentary were duly issued by said i Register of Wills on October 31, 2013, wherein and whereby said premises hereinafter ; described were not specifically devised, all as in and by said Will and the records of said ' Register of Wills, recourse thereunto being had, appears: I ! I NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in ! consideration of the sum of EIGHTY-FIVE THOUSAND and NO/100-------- i ($85,000.00)----------Dollars, which has been paid to they by the said Grantee at or before the I � sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, i sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, ; ; release and confirm unto the said Grantee, i ; ALL THAT CERTAIN piece or parcel of land situate in the Township of Lower � Allen, County of Cumberland and Commonwealth of Pennsylvania, more particularly bounded � 1 and described as follows, to wit: � !j �. ' BEGINNING at a point in the northern line of Wyndham Road (50 feet wide) which i point is on the division line between Lots 9 and 10, Block C, on the hereinafter mentioned Plan I i of Lots; thence along Wyndham Road North 89 degrees 00 minutes West a distance of fifty ; i (50) feet to a point at Lot 245, Section V, in the Plan of Lots known as Rolling Green ! i Development as recorded in Cumberland County Plan Book 2, Page 91; thence by the same � i North O1 degree 00 minutes East a distance of one hundred twenty-five (125) feet to a point; � � thence South 89 degrees 00 minutes East a distance of fifty (50) feet to a point at Lot No. 9, I ' Block C, on the hereinafter mentioned Plan of Lots; thence by the same South O1 degree 00 j i ! ; ' �l" i � ; �I I i I � minutes West a distance of one hundred twenty-five (125) feet to a point, the place of ; BEGINNING. I � � BEING Lot No. 10, Block C, in the Plan of Lots of Highland Park as recorded in i Cumberland County Plan Book 3, Page 20. I I i HAVING THEREON erected a two story brick dwelling house known as No. 1704 � Wyndham Road, Highland Park, Camp Hill, Pennsylvania. i � UNDER AND SUBJECT to restrictions, conditions, and easements appearing in prior � instruments in the chain of title. BEING the same premises which Thomas E. Derr and Sara J. Derr, his wife, by Deed � dated March 31, 1977, and recorded Mazch 31, 1977, in the Office of the Recorder of Deeds of ' Cumberland County in Deed Book 27, Volume "B", Page 971, granted and conveyed unto � Thomas L. Frank and Janet B. Frank, his wife. Janet B. Frank died on August 30, 1990, thus by ; I operation of law vesting title in Thomas L. Frank, deceased. � i TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, , � passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances � whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, i rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and ' demand whatsoever of him, zhe said THOMAS L. FRANK, JR., at and immediately before the � time of his decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. i i I TO HAVE AND TO HOLD the said lot or piece of ground above described, with the ' I buildings and improvements thereon erected, hereditaments and premises hereby granted or , mentioned, and intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use and behoof of the said Grantee, forever. � ' � AND the said Grantors, for themselves and their respective heirs, executors and , � I administrators, does covenant, promise and agree to and with the said Grantee, its successors ' I and assigns, that they, the said Grantors, have not heretofore done or committed any act, matter � � or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or ! � may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. ; i I i i � � i � I ' � , � � � i ; , � � I I ' � i � ' i v2v i ' i i i �I i I � IN WITNESS WHEREOF, thc said Grantors have hereunto set their hands and seals the day and year first above written. Signed, Sealed, and Delivered : in the Presence of : ,�'� �,� : ;� ,. � I � (SEAL) Witness : JE F HITE, Co-Executor of the Last : V4' 11 and est ent f THOMAS L. FRANK, : JR. I �, . i , ' (SEAL) � Witness : . ST , Co-Executor of the Last � : Will and Testament of THOMAS L. FRANK, i I : JR. � , COMMONWEALTH OF PENNSYLVANIA : ; � : SS: ' � COUNTY OF �-�r'^�j','" ��^r'�"� : � On this, the ��� day of l�. P���b-�/" , 2013, before me a Notary Public, ; the undersigned officer, personally appeared JEFFREY WHITE, Co-Executor of the Last Will � i and Testament of THOMAS L. FRANK, JR., known to me or satisfactorily proven to be the � person 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 hereto set my hand and,n rial se l. j /- '•__.__ '� COMMONWEALTH OF PENNSYI,V"•�%�A C�� � NOTARIAL SEF,!.. ��'�� 7 Notary Public � JENNIFER A. MEARKLE, iJotan; F-�.;bii�;; New Cumberland Goro.Cumberi����k; Co. , My Commission Expires July�' "'„� ' � i COMMONWEALTH OF PENNSYLVANIA : I • SS: ' ( COLTNTY OF �-�-•"�"���c,V� . ! ; i i On this, the o(� � day of Z-=%''��'m �� , 2013, before me a Notary Public, i j the undersigned officer, personally appeared DAVID H. STONE, Co-Executor of the Last Will i � and Testament of THOMAS L. FRANK, JR., known to me or satisfactorily proven to be the I person whose name is subscribed to the within instrument, and acknowledged that he executed � the same for the purposes therein contained. , � -� i I i IN WITNESS WHEREOF, I have hereto set my hand an��arial al. I ���� '� I COMMONWEALTH OF PENNSYI_VANlA - � tary Publi� � NOTARIAL SEAL ;;'� � JENNIFER A. MEARKLE, Notary P+!�Gc - , � New Cumberland E3oro.Cumberfand Co. �3� ( My Commission Expires July 7, 2C16 ', I i , i ' � � � � � I hereby certify that the precise address of the Grantee is I � �' i i DATE: Attorney for !, i � � ,� I� ; i � I I I I ' I i ; � � � � i ' i � � � �� � i! �� �� i� � i i I i �i j ' I � , ; � � � � � I � � � '� I I i � � v4�' � � a ���"`� ���"'-- 499 Mitchell Street, Millsboro, DE 19966 November 14, 2013 Stone LaFaver 8s Shekletski Attorneys At Law 414 Bridge Street Post Office Box E New Cumberland, PA 17070 RE: Estate of Thomas Frank Jr. Date of Death: September 17, 2013 Social Security Number: 210-18-7513 Dear Mr. Stone: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Savings Account Account Number....................... 15004198160168 Oumership(Names o�.............. Thomas Frank Jr. OpeningDate...........................10/30/00 (account closed 11/5/13) Balance on Date of Death..........$4,187.23 Accrued Interest $ 0.04 Total.......................................$4,187.27 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our Highland Park Branch at 344 South 10� Street, Lemoyne, PA 17043 or # 717-737- 3322. Sincerely, ' �_ ' �� �'l,�i'�ri,c.� l,r���� Charlene Warrington, Adjustment Services 1-888-502-4349 � POSTMARK C R E D I T U N I O N for,j�rst cluss financiu[services November 13,2013 Stone LaFaver& Shekletski Attn: David H. Stone, Esquire 414 Bridge St New Cumberland, Pa 17070 Re: Estate of Thomas L. Frank, Jr SSN: 210-18-7513 Dear Mr. Stone: Thomas L Frank Jr. had an account with Postmark Credit Union. The accounts were opened 02/10/1970 and were an individual accounts. The following is a list of the accounts and the balances as of date of death. Account Balance Interest Rate 3038-00 (savings) $13,436.62 .OS% 3038-10(checking) $24,452.42 N/A Postmark Credit Union does not have safe deposit boxes. There were no loans or credit cards in Thomas's name. If you have any questions, please don't hesitate to call me at 717-671-5119, ext 615. Sincerely, � Michele L Treece Member Service Administrator 2630 linc�l�stown Roac1 • Harrisburg, PA 1 71 1 0-3666 717•671 •5119 ` HUD-1 LJNIFORM SETTLEMENT STATEMENT OMB Approval No.2502-0265 A. U.S.DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT B. TYPE OF LOAN 6.File Number: 7.Loan Number: 1. ❑FHA 2. O FmHA 3. ❑Conv.Unins I FP 17 0 4 4. �VA 5. ❑Conv.Ins 8. Mortgage Insurance Case Number C. NOTE: This form is fumished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent aze shown. Items marked"(p.o.c.)" were aid ouuide the closin • the aze shown here for informational u oses and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: E. NAME,ADDRESS AND TIN OF SELLER: F. NAME AND ADDRESS OF LENDER: IFP, a Pennsylvania General Estate of Thomas L. Frank None Partnership PO Box 253 Lemoyne, PA 17043 G. PROPERTY LOCATION: H. SETTLEMENT AGENT NAME,ADDRESS AND TIN 1704 Wyndham Road Lower Allen Twp. Robert P. Kline Esq 25-1797626 Camp Hill, PA 17011 PO Box 461 New Cumberland PA 17070 PLACE OF SETTLEMENT I. SETTLEMENT DATE 12/2 3/2 013 Parcel # 13-23-0547-261 714 Bridge Street FUNDING DATE 12/23/2013 New Cumberland PA 17070 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100.GROSS AMOUNT DUE FROM BORROWER: 400.GROSS AMOUNT DUE TO SELLER: ]O1.Contractsales rice 85 000.00 401.Contractsales rice 85 000.DO 102.Personal ro e 402.Personal ro e 103.Settlement char es to borrower Line 1400 1 736.00 403. 104. 404. 105. 405. Ad�ustmenu for items aid b seller in advance Ad ustments for items aid b seller in advance 106.Ci /town taxes 406.Ci /town taxes 107.Coun taxesl2/23/2013-12 31/2013 19.26 407.Coun taxesl2/23/2013-12/31 2013 19.26 ]08.Assessmenu 408.Assessments ]09. Sewer Ad'ustments 5.65 409. Sewer Ad'ustments 5.65 110. School Tax 12/23/13-06 30/14 B35.78 410. School Tax 12/23/13-06/30/14 835.78 111. Refuse Char es 4.56 411.Refuse Char es 4•58 112. 412. 120.GROSS AMOUNT DUE FROM BORROWER 8 7 601.2 7 420.GROSS AMOUNT DUE TO SELLER 8 5 8 65.2 7 200.AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500.REDUCTIONS IN AMOUNT DUE TO SELLER: 201.De osit or eamest mone 501.Excess de osit 202.Princi al amount of new loan s 502.Settlement chaz es to seller ine 1400 2 635.9 9 203.Existin loan s taken sub'ect to 503.Existin loan s taken sub'ect to 204. 504. Pa off of first mort a e loan 205. 505. Pa off of second mort a e loan 206. 506. 207. 507. 208. 508. 209. 509. Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 210.Ci /town taxes 510.Ci /town taxes 211.Coun taxes 511.Coun taxes 212.Assessments 512.Assessments 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. ZIg, 519. 220.TOTAL PAID BY/FOR BORROWER 520.TOTAL REDUCTION AMOUNT DUE SELLER 2 635.4 9 300.CASH AT SETTLEMENT FROM/TO BORROWER 600.CASH AT SETTLEMENT FROM/TO SELLER 301.Gross amount due from borrower ine 120 8 7 6 01.2 7 601.Gross amount due to seller ine 420 8 5 8 65.2 7 302.Less amount aid b Jfor borrower Line 220 602.Less reduction in amount due seller Line 520 2 635.4 9 303.Cash ❑O From ❑To Borrower 87 601.27 603.Cash O To O From Seller 63 229.78 ao�r����..+��a oe��c�...�..�..«�.._.._.�.___�..___ ._....�...... iires disclosure of all charges imposed upon the borrower and seller.These are /� ielp third party disclosures that are designed to provide the borrower with �„ 'o S V r1�� Q �S ou�-/{�"\ state pertinent information during the settlement process in order to be a better .._�[NV� T � `� v ,rices; shopper. The Public Reporting Burden for this collection of information is estimated to to averege one hour per response,including the time for reviewing instructions, and searching existing data sources,gathering and maintaining the data ts needed,and completing and reviewing the collection of information. /� ese This agency may not collect this information,and you are not required to , 1 ��S� • ��3 S �� 9 compiete this form,unless it displays a currently valid OMB control number. W The information requested does not lend itseif to cbnfidentiality. � SS ��'�� Page 1 form HUD-1 (3/86)ref Handbook 4305.2 �.,��^`+0' r� t` , �'1 '�� 1 lJ d� L. SETTLEMENT CHARGES 700.TOTAL SALESBROKER's COMMISSION based on rice $B 5 00 0.00 @ PAID FROM PAID FROM Division ofCommission line 700 as follows: BORROWER'S SELLER'S 701.$ 702.$ FUNDS AT FUNDS AT 703.Commission aid at Settlement SETT'LEMENT SETTLEMENT 704. 800.ITEMS PAYABLE IN CONNECTION WITH LOAN 801.Loan Ori ination Fee $ 802.Loan Discount 803.A raisal Fee to 804.Credit re ort to 805.Lender's Ins ection Fee[o 806. 807. 808. 809. 810. 811. 812. 813. 900.ITEMS RE UIRED BY LENDER TO BE PAID IN ADVANCE 901.Interest from 12/23/2013-01/O1/2013 902.Mort a e Insurance Premium for 903.Hazard insurance Premium for 904. 905. 1000.RESERVES DEPOSITED WTTH LENDER 1001.Hazard insurance 1002.Mort a e insurance 1003.Ci Pro e Taxes 1004.Coun Pro e Taxes ]005.Annual assessmenu 1006. 1007. 1008.A re ate Accountin Ad ustment 1100.TITLE CHARGES 0.0 0 1101.Settlement or closin fee to 1102.Abstract or title seazch to 1103.Title Examination to I]04.TiUe insurance binder to I 105.Document re aration to 1106.Not fees to I 107.Attome 's fees to includes line numbers: 1108.Title Insurance toKline Law Office a ent for Securit Title 817.50 includes line numbers:1101-1107 1109. Lender's covera e Premium 0.00 IIIO. Owner's covera e 85000.00 Premium 817.50 1111. 1112. 1113. 1200.GOVERNMENT RECORDING AND TRANSFER CHARGES 1201.Recordin fees: Deed$ 66.50 MoR a e$ Release$ 68.50 1202.Ci /cn tax/stam s: Deed$ Mort a e$ 1203.State tax/stam s: Deed$ Mort a e$ 1204. Realt Transfer tax 850.00 850.00 1205. 1300.ADDITIONAL SETTLEMENT CHARGES 1301.Surve to 1302.Pest ins ection to 1303. Tax Certification to Bonnie Miller Treasurer 10.00 1304. 2013-14 School Tax to Bonnie Miller Treasurer 1 775.49 1305. 1306. 1400.TOTAL SETT CHARG S e ter on lines 103 Section J and 502 Section K 1 736.00 2 635.4 9 CERTIFICAT cazefull 'vie ed HUD-1 Settlement Statement and to the best of my knowledge and belief,i[is a true and accurat tement of all receipts an disbursemen ma e on my count r y e this transaction. I further certify that I receivcd a copy of the HUD-1 Settlement Statement Seller o TYi as L. Frank Borrower F, a Pennsylv General Seller - � Borrower Partnership The HUD-1 Sett nt ta ent which I have prepazed is a true and accurate account of the funds disbursed or to be disbursed by the undersigned as part of the settlement o this transaction. � 12/23/2013 SettlementAgent Robert P. Kline Esq Date WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S.Code Section 1001 and Section 1010. �EASY SOFT 2008 Previous editions are obsolete Page 2 form HUD-1 (3/86)ref Handbook 4305.2