HomeMy WebLinkAbout06-11-14 (3) � . .
` � 15056101�5
REV-1500 Ex'°Z_,,,�F',
PA De artment of Revenue pennsylvania
OFFICIAL USE ONLY
P DEPART/AENTOF REVENUE County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN Dl,���/
PO BOX 280601 RESIDENT DECEDENT �� I �
Harrisburg,PA 17128-0601 (.��'`�
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
�5262013 02231932
DecedenYs Last Name Suffix DecedenYs First Name MI
KNAUB ALVIN D
(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 BOXES BELOW
x0 1. Original Retum Q 2. Supplemental Retum Q 3. Remainder Retum(Date of Death
Prior to 12-13-82)
Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Retum Required
death after 12-12-82)
Q 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.)
Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death Q 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-t-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: re,
Name Daytime TeleQhpne Number� -� �
ROBERT G. FREY 7172435�3� � �is �
c_ c:;� ��
CiJ -`LJ � d .� _,._!
REGIS"f R�OF IILS l�S,�,ONL`� � t
i :.__. ���" F�—r 'r.+`-1 � �
First Line of Address ��' 4� \' �� '
�,3
c� �--, �-� � `"� �
5 S . HANOVER ST. � c� �� =`-�
. ��
Second Line ofAddress ` � ~ r y ��
r�'
U>
� �
City or Post Office State ZIP Code DATE FILED
CARLISLE PA 17013
CorrespondenYs e-maii address: R F R E Y a�F R E Y T I L E Y. C 0 M
Under penalties of perjury,I deGare that I have examined this return,inGuding accompanying schedules and statements,and e best of my knowledge and belief,
it is true correct and com leta.DeGaration of re arer other than the ersonal re resentative is based on all informatio of ch re arer has an knowled e.
SI NATUR OF ERS RE PONSBL�F R F LING RET N DATE
� " 6 �' �/
ADDRESS
760 DOGWOOD TERRACE, BOILING SP INGS, PA 17D 7
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
5 SOUTH HANOVER STREET, CARLISLE, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105 J
. . _ , _ _
, ��
1505610205
�
REV-1500 EX(FI)
DecedenYs Social Security Number
DecedenYSNarne: ALVIN D KNAUB
RECAPITULATION
1. Real Estate(Schedule A)............ ............................... 1. 17 O O O O.0�
2. Stocks and Bonds(Schedule B)................................... .. 2. �•��
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)... 3. �•0�
4. Mort a es and Notes Receivable Schedule D a. 18 4 610.1�
9 9 ( ).........................
5. Cash,Bank Deposits and Miscelianeous Personal Property(Schedule E)..... 5. 70163.16
6. Jointly Owned Property(Schedule F) 0 Separate Billing Requested... .... 6. 0•��
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) �Separate Biiling Requested.... ... 7, 113270.52
8 Totai Gross Assets(total l.ines 1 throu9h 7) . . ...... .. .. . s. 5 3 8 0 4 3.7 8
9. FuneralEx ensesandAdministrativeCosts ScheduleH s. 44895.51
p ( )... ........ ......
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)... ......... .10. �•��
11. Total Deductions(total Lines 9 and 10)..................... ........ . 11. 4 4 B 9 5.51
12. Net Value of Estate(Line S minus Line 11).. ..........................12. 4 9 314 8.2 7
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which Q.O O
an election to tax has not been made(Schedule J).................... ...13.
14 Net Value Subject to Tax(Line 12 minus Line 13) ........... 14. 4 9 314 8.2 7
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate,or
transfers under Sea 9116
�a)�1.2)X.0 � 15. �•0�
16. Amount of Line 14 taxable
at�inea�rate x.0 4 5 4 315 0 4 .7 4 �s. 19 417.71
17. Amount of Line 14 ��0�
taxable at sibling rate X •12 17.
18. Amount of Line 14 taxable
at co��atera�rate x •15 616 4 3. 5 3 �s. 9 2 4 6.5 3
�s. Ta,x oue........ ..................... ........ ..... .............. �s. 2 8 6 6 4 .2 4
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
L, 1505610205 15�5610205 J
REV-1500 EX(FI) Page 3 File Number 177-54-2094
Decedent's Complete Address: 21-13-00624
DECEDENT'S NAME
ALVIN D KNAUB
STREETADDRESS
1733 PINE ROAD
C�N STATE ZIP
CARLISLE PA 17015
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 28664.24
2. Credits/Payments
A.Prior Payments 23000.00
B.Discount 1150.00
Total Credits(A+B) (2) 24150.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in box on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 4514.24
Make check payable to: REGISTER OF WILLS,AGENT.
♦e.���+`SL4�C�:S4��1����"��=�,a �L'�u�'R��l���9Yh s1uS�.e.�$k �1:�f.iS�i� ;W,"�a1i.Gl�r:4:� �449� ��Cift'� ti+R . �._�4i ..� � d��..��`,>��+�`4 .:v�x� �•�y � ,�)
m.,t�,�rl.s,�,L'a1s �L,..=3.�.�.. ,23�,.a��,•s��+,�nx �x.c3;�� _��., n.. �,:u,
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............................................ � �
c. retain a reversionary interest............................................................................................................................. ❑ �
d. receive the promise for life of either payments,benefits or care?..................................................................... � �
2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration?............................................................................................................. ❑ �
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?............. � �
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?........................................................................................................................ ❑ �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
������:��°� .�.�?r�,u�u::.��:,�' `.�`�- �`��. .. :�. .,,.. ..�:. ..o�`� r .�?�:� f"k'�'�4.�.�_i v�_... ..
For dates of death on or after July 1,1994,and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent(72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)j.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is
defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
A +�
REV-1502 EX+(12-12)
pennsylvania SCHEDULE A
DEPARTMENTOFREVENUE REAL ESTATE
INHERITANCE TAX RENRN
RESIDENT DECEDENT
ESTATE OF: FIIE NUMBER:
Alvin Knaub 21-13-00624
All real property owned solety 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 properly that is jointiyowned with right of aurvivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE
ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common.
NUMBER DESCRIPTION OF DEATH
1. 1733 Pine Road, Carlisle, Pennsyivania, see HUD-1 Settlement Statement attached 170,000.00
TOTAL(Also enter on Line 1, Recapitulation.) $ 170 000.00
If more space is needed,use additional sheets of paper of the same size.
r
` REV-1507 EX+(04-13)
pennsylvania
SCHEDULE D
DEPARTMENT OF REVENUE MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Alvin Knaub 21-13-00624
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Installment Sale Agreement, 1737-1739 Pine Road, Carlisle. Balance on date of death 148,300.05
2. Note owed by A.E.S.Hearthplace. Balance on date of death 36,310.05
TOTAL(Also enter on line 4, Recapitulation) $ 184,610.10
(If more space is needed,insert additional sheets of the same size)
REV-1508EX+(OS-12) SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENTOFREVENUE PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Aivin Knaub 21-13-00624
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointl owned with right of survivorship must be disclosed on Schedule F.
��� VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Sovereign Bank acct. no. 1481103466 7,351.86
2. Sovereign Bank acct. no. 1921081430 20.20
3. Sovereign Bank acct. no. 7675114078 10,075.60
4. Sovereign Bank acct. no.7675114477 10,094.74
5. Orrstown Bank acct. no. 1060000857 1,123.05
6. US Savings bonds 216.56
7. Motor vehicles and equipment soid 25,430.00
8. Harley Davidson, sold 2,500.00
9. Personal property sold at auction, net of commission 10,847.88
10. Insurance refund 495.00
11. Miscellaneous 556.11
12. Lawn tractors soid 1,452.16
TOTAL(Also enter on line 5, Recapitulation) $ 70,163.16
If more space is needed,use additional sheets of paper of the same size.
� REV-1510 EX+(OS-09) SCHEDULE G
pennsyivania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
R SEDENTDEC D NT�RN MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Alvin Knaub 21-13-00624
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE
NUMBER THEDATEOFTRANSFER.AITACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST nFAP°"`"�`E� VALUE
1. Sovereign Bank acct. no. 7675112458 5,031.75 100.00°/a 5,031.75
2. Sovereign Bank acct. no.7675113594 5,031.75 100.00% 5,031.75
3. Sovereign Bank acct. no. 7675114299 15,142.10 0.00
4. Noth American Annuity Contract no. 80000170074 103,207.02 100.00% 103,207.02
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL Also enter on Line 7, Reca itulation $ 113,270.52
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
INHERRANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Alvin Knaub 21-13-00624
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hollinger Funeral Home $,22�•44
2. Cumberland Valley Memorial Gardens 790.00
3. Plainfieid Church of God 225.00
4. Honorarium to Kevin Dunlap 200.00
5. Honorarium to Judy Breannaman 75.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
SVeet Address
City State ZIP
Year(s)Commission Paid:
2. Atrorney Fees: 15,000.00
3. Family Exemption:(If decedenYs address is not the same as Gaimant's,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 383.50
5, Accountant Fees:
6, Tax Retum Preparer Fees:
7. Advertising in The Sentinel and Cumberland Law Journal 227.94
8. Bank fee for date of death balance statement 15.00
9. Expenses of Real Estate sold, itemization attached 19,522.63
10. Repairs 159.00
11. Reimbursements 70.00
TOTAL(Also enter on Line 9, Recapitulation) $ 44,895.51
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
INHERITqNCE TAX RETURN
BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Alvin Knaub 21-13-00624
RELATIONSHIPTO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
( TAXABLE DISTRIBUTIONS[InGude outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
Nancy Stone
�� 3542 Kissinger Mills Road, Rimersburg, PA 16248 Friend 1!8 of remainder
Sandra Swartz
2' 622 S.4th Street, Newport, PA 17074 Daughter 1/8 of remainder
Linda Coleman
3' 1258 Lake Frances Blvd.,Tavares, FL 32778 Daugher 1/8 of remainder
Vickie Russell
4� 285 Gameland Road, Newville, PA 17241 Daughter 1/8 of remainder
Dennis Knaub
5� 760 DOGWOOD TERRACE, BOILING SPRINGS, PA 17007 Son 1/8 of remainder
Carol Loeber
6' 3 Pheasant Vew Drive, Dillsburg, PA 17019 Daughter 1/8 of remainder
Deborah Swartz
�' 17 Lebo Road, Carlisle, PA 17015 Daughter 1/8 of remainder
Yvonne Young
8' 1628 Newville Road, Carlisle, PA 17015 Step-daughter 1/8 or remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON IINES 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:
�.
B. CHARiTABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON IINE 13 OF REV-1500 COVER SHEET. $
0.00
If more space is needed,use additional sheets of paper of the same size.
„...� . : _ _,�.,�-�..�,�, �_���,.n �� � . ___
Thursday, May 29, 2014 Page: 1 �
Account-Knaub Estate.qdfm - Checking �
Category Summary Report
1/1/11 through 5/29/14
1 / 1 / 11 -
Category 5/29/14
Outflows
Real Estate:
Closing Costs 1 ,700.00
insurance 1 ,497.00
Mileage-Incidentals 4,600.00
repair 4,994.28
Tax 2,792.45
Utilities 2,892.16
Real Estate - Other 1 ,046.74
Total Real Estate 19,522.63
Total Outflows 1 9,5 2 2.6 3
�.+��i�t�i� t ' ' : $150,000
��� � ��
��tt�►�t�t �f+� ��_�� � 6.00% 1737-1739 Pine Road
���� °� � � ��:
'�`e, �� 20 Installment Sale to Soccio
��l� , �R '��
� •-e�� � 12
11/1/12
;.
240
$1,074.65
$257,915.18
. ..
11/1/12 150,000.00 750.00 324.65 149,675.35 750.00 Totals for 2012
`� 12/1/12 149,675.35 748.38 326.27 149,349.08 1,498.38 1,�98.38 ; 650.9�
1/1/13 149,349.08 746.75 327.90 149,021.18 2,245.13
2/1/13 149,021.18 745.11 329.54 148,691.64 2,990.24
3/1/13 148,691.64 743.46 331.19 148,360.45 3,733.70
4/1/13 148,360.45 741.80 332.85 148,027.60 4,475.50
5/1/13 148,027.60 740.14 334.51 147,693.09 5,215.64
6/1/13 147,693.09 738.47 336.18 147,356.91 5,954.11
7/1/13 147,356.91 736.78 337.87 147,019.04 6,690.89
8/1/13 147,019.04 735.10 339.55 146,679.49 7,425.99
9!1/13 146,679.49 733.40 341.25 146,338.24 8,159.39
10/1/13 146,338.24 731.69 342.96 145,995.28 8,891.08
11/1h3 145,995.28 729.98 344.67 145,650.61 9,621.06 Totals fvr 2Q13
12/1/13 145,650.61 728.25 346.40 145,304.21 10,349.31 8,850.93 4,044.8?
1/1/14 145,304.21 726.52 348.13 144,956.08 11,075.83
2/1/14 144,956.08 724.78 349.87 144,606.21 11,800.61
3/1/14 144,60621 723.03 351.62 144,254.59 12,523.64
4/1/14 144,254.59 721.27 353.38 143,901.21 13,244.91
5/1/14 143,901.21 719.51 355.14 143,546.07 13,964.42
6/1/14 143,546.07 717.73 356.92 143,189.15 14,682.15
7/1/14 143,189.15 715.95 358.70 142,830.45 15,398.10
8/1/14 142,830.45 714.15 360.50 142,469.95 16,112.25
9/1/14 142,469.95 712.35 362.30 142,107.65 16,824.60
H 10/1/14 142,107.65 710.54 364.11 141,743.54 17,535.14
Date of Death Value
Principal Balance 147,693.09
Accrued Interest from 5/1/13 to 5/26/13 606.96
Value at Date of Death 148,300.05
�. .
��� �.��� ��,����,�
, ����������. $40,000
� � �! `���� o
F. _ �,,���riF 8.00% AES Hearthplace Note
5
12
11h/12
60
$811.06
. $48 663.35
11/1/12 40,000.00 266.67 544.39 39,455.61 266.67 Totaisfvr 2012 ; +
12/1/12 39,455.61 263.04 548A2 38,907.59 529.71 529.71 ;1,Q92 411
1/1/13 38,907.59 259.38 551.68 38,355.91 789.09
2/1/13 38,355.91 255.71 555.35 37,800.56 1,044.80
3/1/13 37,800.56 252.00 559.06 37,241.50 1,296.80
4h/13 37,241.50 248.28 562.78 36,678.72 1,545.08
5/1h3 36,678.72 244.52 566.54 36,112.18 1,789.60
6/1 h 3 ' 36,112.18 240.75 570.31 35,541.87 2,030.35
7/1/13 35,541.87 236.95 574.11 34,967.76 2,267.30
8/1/13 34,967.76 233.12 577.94 34,389.82 2,500.42
9/1/13 34,389.82 229.27 581.79 33,808.03 2,729.69
� 10/1/13 33,808.03 225.39 585.67 33,222.36 2,955.08
11/1/13 33,222.36 221.48 589.58 32,632.78 3,176.56 Totals fQr 2013
12/1/13 32,632.78 217.55 593.51 32,039.27 3,394.11 2,864:40 ;&,8C8.32
1/1/14 32,039.27 213.60 597.46 31,441.81 3,607.71
2/1 h 4 31,441.81 209.61 601.45 30,840.36 3,817.32
3/1/14 30,840.36 205.60 605.46 30,234.90 4,022.92
4h/14 30,234.90 201.57 609.49 29,625.41 4,224.49
5/1/14 29,625.41 197.50 613.56 29,011.85 4,421.99
6/1/14 29,011.85 193.41 617.65 28,394.20 4,615.40
7/1/14 28,394.20 18929 621.77 27,772.43 4,804.69
8/1/14 27,772.43 185.15 625.91 27,146.52 4,989.84
9h/14 27,146.52 180.98 630.08 26,516.44 5,170.82
10/1h4 26,516.44 176.78 634.28 25,882.16 5,347.60
Date of Death Value
Principal Balance 36,112.18
Accrued Interest from 5/1/13 to 5/26/13 197.87
Value at Date of Death 36,310.05
Sovereign Bank
ESTATE OF Alvin Knaub
SOCIAL SECURITY#: 177-24-5094
DATE OF DEATH: May 26, 2013
Account#: 1481103466 Type: Checking Open date: 9/7/2011
In the name of: Alvin D Knaub
Date of Death Balance: $7,351.81
Int.(YTD) from 1/1/2013 to 5/2/2013 $0.48
Accrued interest to date of death: $0.05
Other Info:
Account#: 1921081430 Type: Checking Open date: 10/9/2012
In the name of: Alvin D Knaub
Date of Death Balance: $20.20
Int.(YTD) from 1/1/2013 to 5/26/2013 $0.00
Accrued interest to date of death: $0.00
Other Info:
Account#: 7675112458 Type: CD Open date: 10/9/2012
In the name of: Alvin D Knaub ITI�
Date of Death Balance: $5,027.89
Int.(YTD) from 1/1/2013 to 4/30/2013 $16.51
Accrued interest to date of death: $3.86
Otherinfo:
Account#: 7675113594 Type: CD Open date: 10/9/2012
In the name of: Alvin D Knaub IT���
Date of Death Balance: $5,027.89
Int.(YTD) from 1/1/2013 to 4/30/2013 $16.51
Accrued interest to date of death: $3.86
Other Info:
Account#: 7675114078 Type: CD Open date: 10/9/2012
In the name of: Alvin D Knaub
Date of Death Balance: $10,066.41
Int.(YTD) from 1/1/2013 to 4/30/2013 $39.31
Accrued interest to date of death: $9.19
Other Info:
Page 1 of 2
Sovereign Bank
ESTATE OF Alvin Knaub
SOCIAL SECURITY#: 177-24-5094
DATE OF DEATH: May 26, 2013
Account#: 7675114299 Type: CD Open date: 10/9/2012
In the name of: Alvin D Knaub ITF ��
Date of Death Balance: $15,124.80
Int.(YTD) from 1/1/2013 to 4/30/2013 $73.90
Accrued interest to date of death: $1730
Other Info:
Account#: 7675114477 Type: CD Open date: 10/9/2012
In the name of: Alvin D Knaub
Date of Death Balance: $10,083.21
Int.(YTD) from 1/1/2013 to 4/30/2013 $49.27
Accrued interest to date of death: $11.53
Other Info:
Page 2 of 2
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A Tradition of Excellence
July 26,2013
Frey&Tiley
Attorneys-At-Law
5 South Hanover St
Cazlisle, PA 17013
Fax: 243-6441
Re: Estate of Alvin D Knaub
Social Security Number 174-24-5094
Date of Death 5/26/2013
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD TI�
FOLLOWING ACCOUNT WITH ORRSTOWN BANK:
CHECKING ACCOUNT
Account No.- 106000857
Account Type- 50+ Interest Checking
Account Title- Alvin D Knaub
Date Opened- OS/25/1999
Joint Account(name/date)- No
B�1��� $1,123.04
Accrued Interest- $0.01
Best Regards,
Lisa R. Kline
Deposit Processing Clerk II�
2695 Philadelphia Avenue • Chambersbuig, PA 17201
t
� p�"I,, �`"�;, OMB Approval No.2502-0265
;�,����F A. Settlement Statement (HUD-1)
.- . .
1.❑FHA 2.Q RHS 3.Q Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number:
8�096 101285
4.❑VA 5.Q Conv.Ins.
C.Note:This fortn is fumished to give you a statement of adual settlement eosts.Amounts paid to and by the settlement agents are shown Items ma�lced
"(p.o.c)"were paid outside the closing;they are shown here for infortnallonal purposes and are not included in the totals
D.Name 8 Address of Borrower. E.Name&Address of Seller: F.Name&Address of Lender:
Matthew R Baker,Sarah A.Baker Estate of Alvin D.Knaub Fartners and Merc;hants Trust Company
1516 Phladelphia Ave.,Apt.5,Chambersburg,PA do F�ey&Tiley,5 S.Hanover Street,Cadisle,PA 20 S.Main Street,P.O.Box 6010,
17201 17013 Chambersbu�g,PA 17201
G.Property Location: H.Settlement Agent: I.Settlement Date:05109/2014
1733 Pine Road Buch�an Settlement Services,LTD,Inc. Disbursement Date:05l09/2014
Newville,PA 17241 2025 East Main SVeet,Waynesbao,PA 17268
Penn Township
717-762-1415
Place of Settlement TitleExpress
2025 East Main SUeet,Waynesboro,PA 17268 Printed 05I08l2014 at 4:11 pm
by DEM
:. . . . .
100. Groa Amount Due(rom Borrower ,00. Groa Amount Due to Seller
101. Contractsales price 170,000.00 401. ConVacts�es price 170,000.00
102. Personal 402. Personal ro
103. Settlement charges to bortower(line 1400) 8,059.11 403.
104. 404.
105. 405.
Ad uatments for items id b aeller in advance Ad uatrnenb for Items sid b aeller in advanee
106. Cityltown taues to 406. City/town taxes to
107. Countytaxes 05/09/2014to 12I31I2014 379.08 407. Countyta�ces OSI09/2014to 12/31/2014 379.08
108. Schod Taxes 05/0912014to O6/30/2014 439.58 408. Schod Taxes 05109/2014ta 06/30/2014 439.58
109. 409.
110. 410.
111. 411.
112. 412.
�ZO• Grosa Amount Due trom Borrower 178,877.77 420. Groaa Amount Due to Seller 170,818.66
200. Amounts Paid b or In Behal(of Bortower 500. Reductlona In Amount Due to Seller
201. Deposit or eamest rtroney 17,000.00 501. Excess deposit(see insWctlons)
202. Prinapal artwunt�new loan(s) 136,000.00 502. Set�ement cha�ges to selier(line 1400) 1,700.00
203. Existin lo s t�cen su 'ect to 503. ExisBn loa s taken sub'ect to
�4• 504. Pa off of flrst mat e loan
205. Appraisal Fee Refund 25.00 505. Payoff of second rtwrtgage loan
206. �.
207. 507.
208. 5pg.
209. 509.
Ad uafinenb for Rema un aid seller Ad usknenb tor items un aid b seller
210. Cityttovm taxes to 510. Gty/town taxes to
211. Countytaxes to 511. County taxes to
212. Schod Taxes to 512. SchaolTaxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220• Total Paid ifor Bortower 153,025.00 520. Totai Reduction Amount Due Seller 1,700.00
300. Cash at Seltlement iromlto Borrowsr 600. Cash at Setdement toHrom Setler
3p�, Grass amount due from borrower(Ifne 120) 178,877.77 gp�, Gross arraunt due to seller(line 420) 170,818.66
3p2. Less amounts paid by/for borrower(line 220) 153,025.00 602. Less redudions in amount due seller(line 520) ��700,pp
303. Cash ❑X From ❑ To Borrowe� 25,852fl gp3. Cash QX To ❑ From Seller 169,118.66
wsfam.uMeux n.aM�MMIYVYkollemnValnumbr.NoaOnmaMlNbh■uuraU:Nlsahtlawnhm+nUtlaY.7MSbaallpneata0p'/�M. °
�m���� PM�e�b�RESP�COVMeC Im!ldiql wM MqmMlOn np dM
Previous editions are obsolete Page 1 of 4 HUD-1
. �•
700. Total Real Estata eroker Pees Paid From Paid From
Divisionofcommissan line700 asfollows: Borrower's Seiler's
7ot. gp,pp to Funds at Funds at
702. yp.pp to Settlement Settlement
703. Commission paid at settlement
800. Items P ble in Connectlon wifh Loan
801. O�u originatlon charge (Indudes Originafion Pant 0.00090 or i0.00) 5850.00 (fran GFE#1)
802. Yau aedit or charge(points)for the sped8c interest rate ch�en S (from GFE#2)
803. Your adjusted originadon charges (from GFE A) 850.00
804. Ap�xasal fee to Burkhdder A 'sal Servic E375.00 P.O.C.B (�GFE#3)
805. Credit report to CBC Innovis S26•00 P•O.C.B (��FE#3)
806. Tax service to Fartners and Merchants Trust Com an (fram GFE#3) 96.00
807. Flood cerUficatlon to CBC Innovis (from GFE p3) 10.00
808. Wire Fee to Fartners and Merc,hants Trust Com (from GFE#3) 20.00
809. LaCC to CBC Innovis (from GFE#3) 16.20
900. kems R uired Lsnder to be Pald in Advsnce
901. Daily interest chaiges fran from 05/09I2014 to 06/0112014 @$20.02741day (from GFE#10) 460.63
902. M insurance ium monihs to from GFE#3
903. Hameownei's insurance for 1 ears to Stridcler Insurance A $1,162.00 P.O.C.B (�GFE#11)
gpq, monfhs to from GFE#11
100 . De n er
1001. Inidal deposit for your escxow accaunt (from GFE#9) 3,155.28
1002.HomeaMmers insurance 2 months S 96.84/month 3193.68
1003. Mort insurance manths ; lrtwnth
,00a. caxes ma,ths s �month
1005.County taxes 4 manths $ 48.65/rtanih 5194.60
1006.School T�ces 12 months S 262.941month 53.15528
1007.Aggregate Adjustment S-�•28
1100.Title Cha es
t 101.Title services and lender's 6tle insurance S from�FE#4 ���•�
1102.Settlem�t or dosing fee to S
1103.Owner's tltle insurance E from GFE#5 ���•�
1104. Lande�'s title insur�ce 51280.00
1105.Lendei's 6tle policy limit$136,000.00 Lenders Pdicy
1106. Owner's 6tle pdicy limit 5170,000.00 Ovmer's Pdicy
t 107.AgenPs pation of the total dtle insurance premium $1,232•50
to Buchanan Settlement Services,LTD Inc.
1108.Undervmters patian of the tot�title insurance premium $217•50
to Conest a Title Insurance Com
1109. End.100,300,8.1,7-5200.00 to ind.Line 1104 Z
1110. Downbad&Print Pkg-$25.00 to ind Line 1101 $
1111.Deed PreparaUon to
1112.ClosingSvcLU1CSL to Conestoga Title Insur�c:e 575.00
Com an
1200.Govemment Recordin and Transfer Cha es
1201.Govemment recording charges S (from GFE#7) 201.00
1202.p�a53.00 Mat e 586.00 Release E
1203.Transfer taxes 5 (from GFE#8) 1,700.00
1204.City/County tax/stamps Dced$1700.00 Mart e S
1205. State Tax/slamps Deed$1,700.00 Mat ; �'��'�
1206. Deed$ Mat e 3
1207.UPI Certficatlons S�•�
1208.Recotd Affixatiai Affidavit S32•00
1300.Addftlonal SettlemeM Ch as
1301.Required services that you can shop for (�GFE�6)
�3pp, to
1303. to
1304. �
1305. to
,�� . . • . .:;; • . � • . . . � • . 8,059.11 1,700.00
`Paid oufside of closing by(B�rrower,(S)eller,(L)ender,(I)nvestor,Bro(K)er."Credit by lender shown on page 1."'Credit by seller shown an page 1.
Previous editions are obsolete Page 2 0 4 HUD-1
• � .,•
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurete statement of all receipts and
disbursements made on my account or by me in this tronsaction I further certify that 1 have received a eopy of the HUD�1 Settfement Statement
u �Matthew R.Baker
� � �`��� `
Sarah A.Baker
ESTATE OF ALVIN D.KNAUB
� ` a��i��
Dennis Knaub,Co-Executor Carol Leober,Co- ecutor
/
Agent:Debra Swartz
Title:Co-Executor
The HUD-1 Settlement Statement which 1 have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be
disbursed in accordance with this statement
�� � �� l�
SETTLEMENTAGENT DA7E
WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON
CONVICTION CAN INCIUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 19:U.S.CODE SECTION 1001 AND SECTION 1010.
Previous editions are obsolete Page 4 of 4 HUD-1
LAST WILL AND TESTAMENT
OF
ALVIN D.KNAUB
I, ALVIN D. KNAUB of 1733 Pine Road, Newville, Cumberland County,
Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby �
make, publish and declare this as and for my Last Will and Testament hereby revoking
and making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executor or Executrices to pay all of my
just debts and funeral expenses as soon after my death as may be found convenient to do
so. I further direct that all inheritance, transfer, succession, estate and death taxes,
including interest and penalties thereon, wluch may be payable on account of my death
shall be payable from the residue of my estate regardless of whether the assets upon
which such taxes are based are included in my Qrobate estate.
2. I declare that I am an unremarried widower, and that I have six (6)
children who are: SANDRA SWARTZ, LINDA COLEMAN, VICKI RUSSEL,
DEBORAH SWARTZ, CAROL LOEBER,AND DENNIS KNAUB. I further declare
that I have one stepchild,VONNIE YOUNG. For all purposes of this my Last Will and
Testament, it is my intent to treat my stepdaughter, Vonnie Young, as if she were a
natural child of mine.
3. All of the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal
shares, one share for each of my children, including my one stepchild as mentioned
above,and one share for my friend,NANCY STONE,as shall survive me by a period of
ninety(90)days,the share any deceased child would have received to pass to his or her
issue,per stirpes,and if there be no such issue,said share shall lapse and be added to the
remaining share or shares,per stirpes. Should my friend Nancy Stone fail to survive me
as aforesaid,the share that she would have otherwise received shall lapse and be added to '
the remaining share or shares.
4. Should any person less than 21 years of age be entided to a distribution
pursuant to this my Last Will and Testament,the share that person would otherwise have
received shall be paid to my hereinafter-named Executor in trust. I authorize my herein
named Executor to receive and invest the same to or for the benefit of such child,and to
pay the income therefrom at least annually to said child and to distribute the entire
principa!held in trust together with any accrued and unpaid interest to the said child upon
him or her attaining the age of 21 years.
5. I hereby nominate,constitute and appoint my son,DENNIS KNAUB,my
daughter,DEBORAH SWARTZ,and my daughter,CAROL LOEBER,as Co-Executors
of this my Last Will and Testament,but should any of them be unable to serve as such,
the remaining Executor or Executors shall serve as Co-Executors,and i further direct that
none of them shall be required to post any bond to secure the faithful performance of his
or her duties in the Commonwealth of Pennsylvania or in any other jurisdicdon.
6. In addition to the powers conferred by law, my hereinbefore named
Trustees and Executors and their respective successors,are empowered:
a. To invest any part of the trust corpus in such securities,
investments�or other property as may be deemed advisable and proper; inespecuve of
whether the same are authorized for the investment of trust funds under the laws of any
goveming jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other
securities of which may be held,to vote in person or by proxy on any shares of stock;to
consent to the merger,consolidation or reorganization of such corporations;to consent to
the leasing, mortgaging or sale of the property of any such corporations;to make any
surrender, exchange or substitution of such stocks, bonds or other securities as an
incident to the merger, consolidation or reorganization of such corporations; to pay all
Page 1 of 3 /J � �
i�-
conferred upon the holders of such stocks,bonds,or other securities of such corporations
either for the conversion of the same into other securities or for the purchase of additional
securities, and to make any and all necessary payments which may be required in
connection therewith;and generally to have and exercise as to all such stocks,bonds and
other securities,the powers of an individual owner who is not under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in
which separate shares shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly
for cash and partly on credit, and upon such terms and conditions as shall be deemed
proper,any part or parts of the estate,and no purehaser at any such sale shall be bound to
inquire into the expediency or propriety of any such sale or to see to the application of the
purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed
proper and for such period as may be found expedient.
f. To compromise,settle or arbitrate any claim or demand in favor of
or against the irust estate.
g. And authorized in the discharge of fiduciary duties, to employ
counsel and to determine and to pay such counsel reasonable compensation which shal(
be charged against the principal or income of the trust fund,and shall further be entided
to charge against the principal or income such other reasonable expenses and charges as
may be necessary and proper to incur for the proper discharge of fiduciary duties and for
the proper management and administradon of the trust estate.
h. In making any division of property into shares for the purpose of
any distribution thereof directed by the provisions of the trust,to make such division or
distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be
deemed most expedient,and in making any division or distribudon in kind may allot any
specific security or property or any undivided interest therein to any one or more of such
shares, and to that end may appraise any or all of the property so to be allotted and the
judgment as to the propriety of such allotment and as to the relative value for purposes of
distribudon of the securities or property so allotted shall be final and conclusive upon all
persons interested in the trust or in the division or distribution thereof.
i. And authorized to register any shares of stock or other assets of
any trust in their own names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which I may
own at the time of my death and in addition to invest any part of the Trust corpus in such
mutual fund or mutual funds as may be deemed advisable or proper, irrespecdve of
whether the same are authorized for the investment of uust funds under the laws of any
governing jurisdiction.
1. To determine from time to time whether all or some portio� of
realized capital gains shall be treated as ordinary income for distribution to a beneficiary
or treated as principai to be retained as part of the corpus,and such designadon need not
be consistent from one yeaz to another.
IN WITNESS WHEREOF,I have hereunto s t my hand and seal to this my Last
Will and Testament written on three(3)pages,this g'�'day of S �nJ ,29�6.
Z."d`)
i:�:/�u0 q� ($EAL)
ALVIN D,KNAUB
Page 2 of 3
Signed, sealed, published, and declared by ALVIN D. KNAUB the Testator
above named, as and for his Last Will and Testament, in our presence, who, in his
presence,at his request,and in the presence of each other,have hereunto subscribed our
names as attesting witnesses.
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