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HomeMy WebLinkAbout07-25-14 1505610143 REV-1500 EX(02-11) ''f OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT DP REVENUE PO BOX.280601 INHERITANCE TAX RETURN 21 13 1230 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 11 06 2013 12 it 1938 Decedent's Last Name Suffix Decedent's First Name MI TOMEK HELEN A (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X❑ 1. Original Return ❑ 2. Supplemental Return ❑ 3, Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a Future Interest Compromise ❑ 5 Federal Estate Tax Return Required (date of death after 12-12-82) ❑ 6 Decadent Died Testate ❑ 7. Decedent Maintained Trust)a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) p ❑ 9. Litigation Proceeds Received ❑ 10. Gg,seI Dove �Jt a^atlDatges�f Death ❑ 11 Election to tax under Sec.9113(A) (Attach Schedule 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MICHAEL L BANGS 717 730 7310 --o REGISTER aOWILLS USE-ONLY O DD First Line of Address 429 SOUTH 18TH STREET ��cT R cif m Second Line of Address CEO ' O= D ILED rt City or Post Office State ZIP Code N CAMP HILL PA 17011 Correspondent's e-mail address: mikebangs @Verizon.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 pre arer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE61 PERSON ON RFI RETURN ) DATE James J.Tomek,Jr. �/ a j Doi 7 ADDRES 270 Red Haven Road, New Cumberland, PA 17070 SIGNATU E OF PREPARER OTHER THAN REPPPSEqTATIVE DATE Michael L. Bangs ADDRESS V .-� 429 South 18th Street, Camp Hill, PA 17011 Side 1 1505610143 1505610143 J J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name. Tomek, Helen A. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 102 ,298 . 15 2. Stocks and Bonds(Schedule B)............................................................................. 2. 1 , 008 . 10 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 21 , 442 . 65 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Nt Probate Property (Schedule G) a Separate Billing Requested............ 7, 59,326 . 86 8. Total Gross Assets (total Lines 1 through 7)........................................................ 8. 184 , 075 . 76 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 19, 303 . 81 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 5 , 922 . 51 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 25 ,226 . 32 12. Net Value of Estate(Line 8 minus Line 11)... - - - - 12. 158 , 849 . 44 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. 158 , 849 . 44 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 15 0 . 00 (a)(1.2)X.00 16. Amount of Line 14 taxable at lineal rate X .045 158 849 . 44 16. 7 , 148 . 22 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 7 , 148 . 22 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. X Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-13-1230 Decedent's Complete Address: DECEDENT'S NAME Tomek, Helen A. STREETADDRESS 839 Meadow Lane CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 7,148.22 2. Credits/Payments A. Prior Payments 12,000.00 B. Discount 357.41 Total Credits(A +B) (2) 12,357.41 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 5,209.19 Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................... ❑ ❑x b. retain the right to designate who shall use the property transferred or its income;........................ ❑ ❑x c. retain a reversionary interest;or.............................................................................-...................... .......... ❑ ❑x d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which L1 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 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. • The 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. Rev-1502 EX-(01-10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RE$IDENT DECEDENT ESTATE OF FILE NUMBER Tomek, Helen A. 21-13-1230 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 Include a copy of the deed showing decedent's interest If owned as tenant In common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate-839 Meadow Lane, Hampden Township,Cumberland County, PA(Tax Parcel 102,298.15 No. 10-18-1310-002). Property sold on 7/14/14. $91,080.52 received at closing; $11,217.63 withheld for inheritance tax escrow. Therefore,total due to estate is$102,298.15. TOTAL(Also enter on Line 1, Recapitulation) 102,298.15 (If more space is needed additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev.01-10) Rev-1601 EX.(6.98) SCHEDULE B <..'r -,,.. , *.I STOCKS'&,BONDS, COM IWER ff LTHef PENN6nV/Jlu . INHERRNILE T,VI RENiN RESIOFxroECEOFin ESTATE`OF FILE NUMBER Tornek Helen A. 27-13=1230 All property jolnllyo"od with light of suMvanship must W disclosed on schedule F. ITEM CUSIP - VALUE ATAATE. NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH - 1 Savings Bond-One Series EE Savings Bond 55.94 2 Savings Bonds-7 Series E Bonds 952.16 TOTAL(Also enter r-on Line 2, Recapitulation) 1,008.10 . (If more space Is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group,Inc. Fonn PA-1500 Schedule B(Rev.6-98) REV-1511 EX.(10-09( pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DE EDENTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Tomek, Helen A. 21-13-1230 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 11,941.86 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State ZiD Year(s)Commission Paid 2. Attornev'sFees Michael L. Bangs 4,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State ZiD Relationship of Claimant to Decedent 4, Probate Fees 403.50 5. Accountant's Fees 500.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 2,458.45 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 19,303.81 Copyright(c)2009 form software only The Lackner Group,Inc. Forth PA-1500 Schedule H (Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Tomsk,Helen A. 21-13-1230 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Catholic Cemeteries 3,700.00 2 Maipezzi Funeral Home 8,241.86 H-A 11,941.86 Other Administrative Costs 3 Baron&Associates -real estate appraisal 375.00 4 Cumberland Law Journal-estate advertisement 75.00 5 Green Acres Junk Removal-removal of items from real estate(6/13114) 440.00 6 Green Acres Junk Removal-removal of items from real estate(6/18/14) 440.00 7 Green Acres Junk Removal-final removal of items from real estate 452.00 8 Lawn Smiths, LLC-maintenance at real estate 190.00 9 Lawn Smiths,LLC-maintenance at real estate 240.00 10 Lawn Smiths,LLC-final bill 120.00 11 Register of Wills-Short certificates 10.00 12 The Patriot News Co.-estate advertisement 116.45 H-87 2,458.45 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX-(12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Tomek Helen A. 21-13-1230 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 1 American Express 1,197.79 2 Bank of America 125.02 3 Behney Oil 1,051.55 4 Capitol City Oil 950.27 5 Donegal Insurance -Homeowners premium (partial payment) 495.50 6 Haband 39.97 7 Hampden Township-sewer/trash 155.05 8 Hampden Township-sewer/trash 155.05 9 Michael Logan,Tax Collector-2014 county/township real estate tax 584.15 10 Nationwide Insurance 47.60 11 PP&L Electric-10/3113 to 11/1/13 184.89 12 PP&L Electric-1111/13 to 12/3/13 155.89 13 PP&L Electric-1213/13 to 1/3114 95.13 14 PP&L Electric-113/14 to 2/3114 135.28 15 PP&L Electric-2/3/14 to 314/14 142.37 16 PP&L Electric-314/14 to 413114 201.03 17 PP&L Electric-4/3/14 to 515114 101.63 Total of Continuation Schedule See attached page TOTAL(Also enter on Line 10, Recapitulation) 5,922.51 (If more space is needed additional pages of the same size) Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08) Rev-1512 EX+(12-05( SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT continued ESTATE OF FILE NUMBER Tomek, Helen A. 21-13-1230 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 18 PP&L Electric-5/5/14 to 614/14 35.30 19 PP&L Electric-6/4/13 to 7/3114 53.83 20 PP&L Electric-final bill 15.21 TOTAL(Also enter on Line 10, Recapitulation) 5,922.51 Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-0513 EX-(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Tomek, Helen A. 21-13-1230 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSOMS)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List f.�M�. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9118 a 1.2 James J.Tomek,Jr. Son 270 Red Haven Road New Cumberland, PA 17070 Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as apvr o nate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS - TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETJ Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) B NO. 2-02 . A B. TYPE OF LOAN: U.S.DEPARTMENT OF HOUSING$URBAN DEVELOPMENT 1.QFHA 2. FmHA 3.❑X CONY UNINS. 4. VA 5. CONY INS. 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT 6. MoRTGACE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marled'IPOCJ"were pad outside the dosing;they are shown here for informational purposes and are not included In the totals itl 3W (DICKERSON IVPFOrDICKERSON IVfa) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: F.Lee Didkerson,1V James J.Tomsk,Jr.,Executor 1880 N.Union St. Estate of Helen A.Tomek Middletown,PA 17057 270 Red Haven Rd. New Cumberland,PA 17070 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 1. SETTLEMENT DATE: 839 Meadow Lane Yost&Davidson Camp Hill,PA 17011 July 11,2014 Cumberlane County Pennsylvania PLACE OF SETTLEMENT 320 West Chocolate Avenue Hershey,PA 17033 SUMMARY OF BORROWER'ST HAN6AU T! AMOUNT „��sLL Kti I SACTI R. 400, GROSS OF SLFR. Sales Price _ 135 OOO.00 101. Contract Saks Price 135,000.00 401. Contract 102. Personal Pro 402, Personal Property 101 Settlement Charges to Borrower Line 1400 5,131.51 403, 104. 404 105, 405. ACRUStmonts For f 106. CiplifTown Taxes 07/12/14 to 01/01/15 276.87 406. C' !Town Taxes 07/12/14 to 01101/15 276.87 107. County Taxes to 407. County Taxes to 108. School Taxes 07/12114 to 07/01/15 2,021.28 408, School Taxes 07/12114 to 07/01/15 2,021.2E 109, 409. 110. 410. 111. 411, 112, 412, 120. GROSS AMOUNT DUE FROM BORROWER 142,429.66 420, GROSS AMOUNT DUE TO SELLER 137,298.1! 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: SOD,REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 1,000.00 501. Excess Deposit See instru ns 202. Principal Amount of New Loans 502, Settlement Charges to Seller Line 1400 11,217.6: 203. Existing bans taken subject to 503. Existing loans taken subject to 204. 504. Payoff of first Mortgage 205. 505. Payoff of second Mort 206, 506. 207• 507. (Deposit disb.as proceeds) 208. Purchase Money Note 35,000.00 508. Purchase Money Note 35,100 0i 209. 509, id Bv Seller Adjustments For Items UnDaId 210. Cry/Town Taxes to I 510. C /Town Taxes to 211. County Taxes to 511. County Taxes to 212 School Taxes to 512. School Taxes to 213. 513. 214. 514, 215, 515. 216. 516. 217. 517, 218, 518. 219. 519. 220. TOTAL FWD BYIFOR BORROWER 1 36,000.00 520, TOTAL REDUCTION AMOUNT DUE SELLER 46,217.6'. 300. CASH AT SETTLEMENT FROM/T BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From Borrower Line 120 142,429.66 601. Gross Amount Due To Seller Line 420 137,298.1 302. Less Amount Paid B /For Borrower(Line 220) ( 36,000.00) 602. Less Reductions Due Seller(Line 520) ( 46,217.6 303. CASH( X FROM)( TO)BORROWER 1 106429.66 1 60a". CASH( X TO)( FROM)SELLER 91,080.5. The undersigned hereby a owled a eceipt of a completed copy of pages tti2 of this statement&any attachments referred to herein. Borrower �= � .t,E,,1�_ Sella/ James J. mek,Jf.,Executor Est f Helen A.Tomsk F Lae Dickerson,IV BY: HUD-5(3,W RESH1 HB47C6.2 L.SETTLEMENT CHARGES 700,TOTAL COMMISSION Based on Price S o SNOFROA ANDFROM Divsion of Commission line 700 as Follows: BORROWERS SELLERS 701.$ to Re/Max1stAdvantage FUNDSAT FUNDSAT 702,S to SEULEMENT SETTLEMENT 703.Commission Paid at Settlement 7D4, selling agency commission to Re/Max 1stAdvantage 495.00 I B IN C 801.Loan Or matron Fee % to 802. Loan Discount % to 603. Appraisal Fee to 804, Credit Report to 805. Lender's Inspection Fee to 806. Mortgage ins.App.Fee to 807. Assumption Fee to 806. Insured Closing Letter 809, Express Mail Fee 810. Tax CertMeation Fee 811, REQUIRED 2N.ITEMS BY LENDER TO 13E PAID IN ADVANCE 901:Interest From to @ $ /day { days %) 902. MiP Totins.for Lifeaoan for months to 903. Hazard Insurance Premium for 1.0 years to 904. 905, 1000,RESERVES DERMITED WITH LENDER 1001,Hazard Insurance months $ per month 1002.Mortgage Insurance months @ $ per month 1003. Cipyfrown Taxes months @ $ per month 1004. County Taxes months @ $ per month 1005. School Taxes months @ $ per month 1006. months @ $ per month 1007. months @ $ per month 1008. months 0 $ per month 110 .TITLE CHARGES 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1101 Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to Yost&Davidson ban documents 150.00 1106. Notary Fees to 1107. Attorney's Fees to Michael Bangs,Esq. 350.00 includes above item numbers: 1108. Title Insurance to Penn Attorneys a Division of Ohio Bar Title 1,150.00 337.50 to Penn Attorneys a Division of Ohio Bar Title 12.50 to Yost&Davids includes above item numbers: 1109. Lender's Coverage $ 35,000.00 1110.Owner's Coverage $ 135,000.00 1111. 1112. 1113. 1200.GOVERNMENT RF-CORDING AND TRANSFER CHARGES 1201.Recording Fees: Deed $ 67.00;Mortgage $ 83.00; Releases $ 150.00 1202.C' !Coun Tax/Stam s: Deed 1,350.00:Mortgage 1135-0Z0 1203.State Tax/Stamps: Revenue Stamps 1,350.00;Mortgage 1,350.00 1204. UPI fee 2 Cumberland County Recorder of Deeds 1205. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspedion to 1303. 2014 school tax to Michael Langan,Tax Collector 10.18-1310-002 2,084.05 1304. sewer&trash-3rd quarter to Hampden Township #013619000 136.51 18.54 1305. Inheritance tax escrow to Yost&Davidson 9,115.0c 1400.TOTAL SETTLEMENT CHARGES Enter on Lines 103,Section J and 502,Section K) 5,131.51 11,217.6° By signing page 1 of this statement,the signatories acknowledge receipt of a completed copy page 222 of this two page statement. Certified to be a true copy. W Davidson ment Agent (DICKERSON IV IDICKERSON IV 19) M Cl) y O 0 . < < < < < a C) N 2 2 2 2 2 2 2 2 ' 0 d 0 0) a) N IC 0000000 M D. y 0000000 N (0 (6 10x+ 00000000 a ai02 0) NN N N N N NN 0 � (n tn00r � r w0 cc F 0000000 O (n me N U lL c N >.�(0-0 'c In a(n v � a � yD � LL dd O NO 00@L C R C-4 N Z.00-O x , o N x4) WL O K L 0 4 Z C 'O« 0 O cz O J y L 0 c 0 0 0 0 0 0 a m NNN NN NO 0Zc ON y (orrrrrro .n (D (D (0 aZL (O 2 2 a y o oE� aa vaw � m IL (phi{ V NNC 0 xa y C (O (O (O (O 0 0 0 L N m 0 ws M M M M M M M In r- .- '- X�� dv , fA W _°' ay OM N p L 0 Z I I 3 �3Ea CL 0 '- 0) 0) 0) 0) rr V O'Oc N C .x ONN000 (n 0) CoC �'N Y. ; yOrrrr � r0 0ZV a C 0 y (0 0 N C a0, my C '.�> W mco N > Q (n (n (n (n I(n (n (n o c Z m a r r r r r r r C) 2 N co (O Op 00 W O O N N • 0 0 2 co tNmq Nma d U N O O y0 C_ C°" m `mavd O Oro O p (O p0) 3ca mcc r 0) Jc d y r r r r 0) r °i N O) O) O) p) Q) d) O O) O) C _N ryi(= N 0 � � � a C y y 0 (n (n (o (D � � � y � 3W 0 0 0 0 0 0 0 0 U LiLLi ° ` W W C d W W W W W W W W c `o o 0 N00 (n O) r (n W N--L N0 d' D70 O y0 ayy y M C) d p d 6 Opp R O r M O O _ V 0LO0 OO Mr Jy �U Z r M M ww0ro QCDU) (0 M 0 w 0 0 N N O 2 p) 01 3 'C O W m0) mOO (p 400000 y `py0 fA 000000 CO (p c 0010 a o o Q J a c 0 n (n (o (nO O a°a°n°a E N n (I N N N(n N N n I N n L Qn• (D y Z W W W W W W W W N N O � y, (n (Or ap N Cp pp c 0 Z cm BILL OF SALE SELLER: ESTATE OF HELEN A. TOMEK 839 MEADOW LANE CAMP HILL, PA 17011 PURCHASER: TORY J. HERRMAN 4908 SMITH STREET HARRISBURG, PA 17109 This will certify that Tory J. Herrman_ has purchased a 2604 Saturn Sedan, V/1G8AZ52F44Z129119 for the amount of $3 , 800 . 00 , The Seller hereby expressly disclaims all' warranties,' either expressed or implied, including any implied warranty of merchantability or fitness for a particular purpose . Seller neither assumes nor authorizes any other person to assume for it any liability in connection with the sale of the above referenced item. ESTATE OF HELEN A. TOMEK TORY J. HERP1W Sworn to and subscribed Before me this 10TH day" }of1 December, 2013 - NOTARY PUBLIC / OMtW`OP PENNSYlVAN1A t " Notarla15ea1 panna D.OradY.t'1o�'PuMk Pere+�iBSwp•.cumod.5,20 Cpmmi55ba rioK of ta)rnnt�'."` . MP,MOER,PFIaLSY�`1AN�A5�` St MEMBERS 151 FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: 33236-00 Account Number/bufoc 4114/1983 Date Account Established $16,899.05 Principal Balance at Date of Death $0.35 Accrued Interest to Date of Death $16,899.40 Total Principal and Accrued Interest None Name of Joint Owner CHECKIN ACCOUNT: 33236-11 Account Number/Suffix 1/19/2006 Date Account Established $0.00 Principal Balance at Date of Death $0.00 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest None Name of Joint Owner IRA SAVINGS ACCOUNT: 33236.10 Account NumberlSuffix 09/17/2013 Date Account Established $59,324.83 , Principal Balance at Date of Death $2.03 Accrued Interest to Date of Death $59,326.86 Total Principal and Accrued Interest James Tomek Name of Beneficiary James Tomek—Primary Owner REGULAR SAVINGS ACCOUNT: 73230-00 Account Number/Suffix 06/1811987 Date Account Established $(7.00) Principal Balance at Date of Death $0.00 Accrued Interest to Date of Death $(7.00) Total Principal and Accrued Interest Helen Tomek Name of Joint Owner 06/1811987 Date Joint Ownership Established CHECKING G NT: James Tomek—Primary Owner 73230-11 Account NumberlSuffix 08/0111994 Date Opened $16.35 Principal Balance at Date of Death $0.00 Accrued Interest to Date of Death $16.35 Accrued Interest plus Principal Balance Helen Tomek Name of Joint Owner 08101/1994 Date Joint Ownership Established MEMBE S 1sT FEDERAL CREDIT UNION Anderson Lending Insurance Support Specialist December 20, 2013 Estate of: Helen Tomek Date of Death: 1110 612 01 3 Social Security Number: 179-30-6293 5000 Louise Drive • P.O. Box 40 • Mechanicsburg, Pennsylvania 17055 • (800) 283-2328 wwwtnetnberslst.org