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Home My WebLink About02-0593 , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 C/ REV-1500 O~FICIAl USE O"lY INHERITANCE TAX RETURN RESIDENT DECEDENT __{1 =----Za_:::J?!~__ FILE NUMBER '- C~!ooE - t?EAt1 - ;;;;BEllS. !!l.3. SOCIAL SECURITY NUMBER ... Z W C w (J w C DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) AsKins, Sharon E. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) January 21, 2002 October 11, 1963 (IF APPliCABLE) SURVIVING SPOUSES NAME IlAST, FIRST, AND MIDDLE INITIAL) AsKins, Michael A. w ... ,,~(I) u '"'' wo.u _00 -::O:::..J "0.1ll 0. '" ~ 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate \AnachcopyofWI/I) o 9. litigation Proceeds Received 190 5623 - 50 THIS RETURN MUST BE FILED IN DUPUCATE WITH lHE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 2, Supplemental Return o 4a. Future Interest Compromise (dale of death after 12.12-C12) 07. Decedellt Maintained a living Trust (AIlachCOpyofTrusl) o 10.SpousaIPovertyC(edit(dateofQeatf\be~IH~-9\ancI\.\.95}_ ff 1. Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3 Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6, Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Totat Deductions (total Lines 9 & 10) FIRM NAME (f plicacle) TELEPHONE NUMBER (717) 238-6570 14. Net Value Subject to Tax (Line 12 minus Une 13) o 3. Remainder Return (dale(ll~priQrto 12.1Ul o 5. Federal Estate Tax Return Required a. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AlIach s:;.-:J) ... " w o " o 0. '" w 0: 0: o U nils SECTiON MOST Be'COlIIIl'lETEO. All CORRESPONDENCE Af'lD_CONFIDENTiALTAXINfORIMTION SHOULD BE DIRECJEl> TO: , NAME Marc W. Witzig, Esquire COMPLETE MAILING ADDRESS 2320 North Second Street P.O. Box 60457 Harrisburg, PA 17106-0457 z o ~ ~ :J a. :ii: o (J X ~ P.c. (1) (2) (3) (4) (5) $0.00 0.00. 0.00 0.00 40.513.1) OFFICIAL USE ONLY z o ~ ..J :J !:: a. <I: o w ct: ;c., c:5 I......) f"-J ......, (6) 104,603.41 17) 167,543.59 (9) (10) (8) 8,766.00 103,156.37 312,660..13 1Q9,737.76 1,000.00 (11) (12) (13) (14) 0 (15) x.o_ , ,042- (16) x .12 (17) x .15 11B) (19) 111,922 .37 200,737.76 '-U.OO- -- 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governme'-.tal Bequests/See 9113 Tl1Jsts for which an election to tax has not been made (Schedule J) 200,737.76 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0..00 15. Amount cfUne 14 taxable al the spousal tax rate, or transfers uf\der Sec. 9116 (a}{1.2) 16. Amount of Line 14 taxable at lineal rate 17 Amount of Line 14 taxable at sibling rate lB. Amount of Line 14 taxable at collateral rate 19. Tax Due 200 45.00 45.00. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 1114 Cql!rington Court East CITY Meehaniesburg 1*,nN1ft-- ToWM~'D I STATE PA M tfr! .''''1 ww I liP 17055 Tax Payments and Credits: I. Tax Due (Page 1 Line 19) 2. CredilslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) $45.00 -0- -0- -0- Total Credits (A + B + C) (2) 0.00 J. InteresVPenalty if applicable O. Interest E. Penalty TatallnteresVPenalty ( 0 + E ) If Line 2 is 9reater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund -0- -0- (3) (4) (5) (SA) (5B) 0.00 4. 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. 45.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. 0.00 45.00 A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT :.;~~'.:;:;_'.::iX.;~~:kJ.~1~:]23i{~1l:~2;~~::::~~~,*i:~~ft:t~~~~GJg.~~~~~,L-Wfi~'~i\a{;;~~~~~&1 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ['gJ o uU []I 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: Yes a. retain lhe use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ..u........u...u.......u...uu.......u 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Old decedent own an "in trust fo~ 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? ........................................................................................................ No [XJ [XJ [XJ [XJ Under penalties of perjury. I declare thai I have examinee this return, including accompanying schedules and statements. and 10 the best of my knowledge and belief. it is true, correc: ;~c cemplete. Oedaralion of pre parer other than the personal representabve is based on all inForrnation of which preparer has any knowledge. ~ONStBLE FOR FILING RETURN 1114 Carrington Court East, Meehan iesburg , FA 17055 SIGNATURE OF-PREPARER'OTHER THAN REPRESENTATIVE --.- - ..- - -eAT;' -- -- ...--- -.. .. --...- s ,1AJi"tzi i 6 ~ Street, P.O. Box 60457, Harrisburg, PA 1 106-0457 , ",. -::,'C("<:-.~:_C'-:...~)'3 :..:;:;:~%~~QF~g~4t~~~~~~~~"?;~.~~.~.~~'7Jk::;.;;.::-.?*~,j~i: ?:,' ,:. For dates of death on or after July 1, 1994, and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sur/i'Jing spouse is 3% [72 PS 39116 (aJ (1.1) (i)]. Fer dates of death on or after January 1. 1995. the lax rate imposed on the net value of transfers to or for !he use of the surviving spouse is 0", [72 P.S. 39116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax r~:"Jrn are still applicable even if the surviving spouse is the only beneficiarj. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a naUa; parent, an adcptilie pare:'.\. or a stepparent of the child is 0% [72 P.S. j9t 16(a)( 1.2)]. The ~ax rate imposed on the net value of transfers to 'Jr for ti;e '-,se of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9911 c;' 2': :72 P,S. 99116(a)(1)] The tax rate imposed or the net vai~e r;1 tr3nsfers to or fer the use of the decedent's siblings is 12% [72 P.S. 99116(a}(1.3)]. A sibling is de:~.;c. under Section 9102, as a~ individual who has at :east one parent in cOlilmon with tr,e decedent whether by bloed or adoption. 1oIfV"~'('11\ '* SCHEDULE A . REAL ESTATE COMMOkVi€ALTH OF PENHSYt'/AN\A l~jHERlrANCE TAX RETURN RESIDENT ECEDe.'H ESTATE OF Askins, Sharon E. FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair mat1l:et vatue is defined as the price at which propert'1 waul<! be exchangf:C between a willing buyer and a willing seiter, neither beir.9 compelled to buy af sell, beth having reasonable knowledge of the rele'/ant facts. Real property which is jointly-owned with right of survivorshi" must be disclosed on Schedule F , ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE TOTAL (..l.:so enter en line 1 Recapitula::cr.) S (!f mnrp ":1.::!r:~ I" npP~,'!'""j In'',;l:rt ;::!rlrl I tlC1r..:l I "hppt,=, .,...,f t~p "::l~"" "1:":::'\ 0.00 . . ",.,,,,,,.,,,"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R'CSIOEHT ceCECEN1' SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER ASkins, Sharon E. All property jointly-owned with right of survlvo..hlp must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE TOTAL I:':',:SO et,te~ or. line 2, RacacitL:1.3::C~) $ 0 . 00 __... _....~ ..___, ~_~_,~ .. ,__ ___. ',44\ ''''';'''''.'''"W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENf SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP or SOLE.PROPRIETORSHIP ESTATE OF Askins, Sharon E. FILE NUMBER Schedule C.1 or C.2 (Including all supporting infonnation) must be allached lor each dose~-I1eld colpOralionlpartnelShip interest of Ihe deceden~ olher Ihan a sole.proprietolShip. See instnlctions ror the supporting infonnaUon to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE TOT AL (~Iso ente' co :',,, 3. Reca>,:,!",.' S 0.00 ...,~"'.,.". COMMONW~lTH OF ?EN~IS"l'/MIIA INHERIT,J.rICE TAX RE7u~':l RES\CEm OECcCc~; SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Askins, Sharon E. FILE NUMBER All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUM8ER DESCRIPTIO. '-/ALUE..:.7 J.-\ TE OF CE,~,:--i 1. NONE TOTAL ~;Jen:e( -:' :.C2 j Reo2e':'."2:," I $ 0 . 00 , -~~. ~--~~""'" .~-- --. ~,'5CeE.lt'l!.)1) '* -SCHEDULE E CASH. BANK DEPOSITS. & MISC. PERSONAL PROPERTY CC.\IMONlNEALTH OF PENNSYl'/A;JI,l, INHERITANCE TAX RE rUFl~1 RESIDENT CECEOENT ESTATE OF Askins, Sharon E. FILE NUMBER Include ltIe proceeds 01 litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survr/orship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Armoire $ 1,000.00 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. AmeriChoice Federal Credit Union Account #13494-1 (checking) 1,033.18 AmeriChoice Federal Credit Union Account #13494-9 (Christmas Club) 150.00 Wages from International Business Machines Corp. 1,314.95 Miscellaneous chairs, tables, couch, furniture 8,000.00 Television and VCR 1,000.00 Diamond engagement ring (Appraisal attached) 3,250.00 Tanzanite ring (Appraisal attached) 995.00 Emerald ring (Appraisal attached) 325.00 Black opal ring (Appraisal attached) 1,950.00 Diamond anniversary ring (Appraisal attached) 995.00 1999 Chevy SUburban (39,000 miles) 20,000.00 500.00 Miscellaneous clothing TOTAL""oct2'oci".; R20",:0:2:c-1 ~_ 40,513.13 Account 13494 SHARON E ASKINS Page I of2 wm Account ~ lI!Imm"'Y .. r.....-s iI Send E...... . CU_.. tt CU H<>me . Pay Your Bills .. LOl! Out ~ AmeriChoice ;:;IIII,e..I:...,1 c.,on UNtO" ~blfCleo.m,~~OwJ'Jt.<Moa . User Preferences History for account 13494-1. ~xiQ4li,. Effective Date 01-31-2002 01-30-2002 01-15-2002 01-14-2002 01-11-2002 01-*1-2002 01-03-2002 01-m-2002 01-02-2002 rn 13494-1 REGULAR SHARES 01'{)1-2002 to 01-31-2002 Description Amount New Balance Reference # DIVIDEND INTER BUS MACH 0.53 784.95 818.66 818.13 1312 22216 INTER BUS MACH ffiMNl\TPAYS, 01-30-2002 @: 0 Trace #: 221375370034735 FTTO 14055-13 -1,000.00 33.18 FT Tran.fer WID, 01-15-2002@20:41 INTER BUS MACH 774.94. 1,033.18 INTER BUS MACH ffiMNl\TPAYS, 01-14-2002@ : 0 Trace II: 221375370034932 ATM Witbdrawal -200.00 258.24 PA ETTERS 350 NEWBERRY COMMO USMONEY ,OI-I1-2002@ 12:03 Trace II: 0011307810004693"0111 ATM Witbdrawal -100.00 458.24 PA MECHANICSBURG, 20 SPORTING GREEN DUSAMERl, 01-*1-2002 @ 14:07 Trace II: 0011307810 003725"0108 11502 20583 532718 526338 ARTO 14055-13 -100.00 558.24 19345 AIR tran.fer (28) from 01 to 00001405513,01-03-2002@8:39 ATM Withdrawal -100.00 658.24 P A MECHANICSBURG, 20 SPORTING GREEN DUSAMERl , 01-m-2002 @ 19: 10 Trace II: 0011307810002442"0103 ATM Withdrawal -300.00 758.24 P A MECHANICSBURG, 20 SPORTING GREEN DUSAMERl , 01-m-2002 @ 19:09 Trace II: 0011307810002441"0103 512146 512141 .. Export Options ... You can download a QIF file containing some or all of these records. You can then :1 import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. .~,)!if!Hl1,. 13494-1 REGULAR SHARES 01-01-2002 to 01-31-2002 Welcome to Americhoice Federal Credit Union Account Access.... Accounts Transfers I Mail Services . l .. .Icom.cmcflex.flexteller. presentation. ActionMultiplexer? Action~ACTOO 13&Direction=B&CUID2/15/02 Account 13494 SHARON E ASKINS Page 1 of 1 " Usor P"-"'ces fiiiraJ,..."... iii - EmalI . cu_ fit eu Home . Pay Your Bills .. Log Out ~ AmeriChoice ;;::;;III 'C.'1:....1 CReOIt UHIOlt "-'-l""'o.....y'~c:-r........ ~ Account ~ lI!Hnmary History for account 13494-9. 00 ~:t:~~. 13494-9 CHRISTMAS CLUB 01-01-2002 to 01-30-2002 Effective Date 01-30-2002 01-14-2002 Description Amonn New Balance Reference # ACH DIST RECORD ACH DIST RECORD 30.00 180.00 22217 30.00 150.00 20584 . . Export Options You can download a QIF file OOntaining some or all of these records. You can then ';1 import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. _.~X\9i!~w 13494-9 CHRISTMAS CLUB 01-01-2002 to 01-30-2002 Welcome to Americhoice Federal Credit Union Account Access.... . Accounts I Transfers I Mail I Services User Preferences 1 Cu Home T Pay Bills I Log Out o ...._..._..._..1_ NCUA ...-..""""'-,_. ~~~........ 1=1 ,.t.".., CREDIT UNIONS' .. .Icom.cmcflex.flexteller. presentation. ActionMultiplexer? Action=ACT0008&CUID=ACF&Page1'2/15/02 ~;radJa/ ~~ JOSEph JAMES JEWELERS TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business, appraising diamonds, watches, jewelry and precious SlDnes of all descriptions We herewith certify thaI we h.ave this day carefully exlllllinedthefollowinglistedanddescribedarticles,thepropenyof: NAME: ADDRESS: Mike Askins 114 Carrington Court Mechanicsburg,P A 17050 We estimate the valut ulisted for in5llfJllCC or other purposes at the current retail value, excluding Federal and other taxes. In makirtg this Appraisal we DO NOT agree to pun:hase or replace thearticlcs DESCRIPTION One ladies custom-made 14K yellow gold black opal and diamond ring. The oval shaped black opal measures approximately 10.Omm x 6.0mm x 2.8mm deep. This opal weighs approximately 1.28ct. The color is "AAA" saturation with blue, green, and yellow predominant colors. The opal is fully bezel set within 22K gold. The opal is framed with a leaf/scroll on one side and one 3.5mm round brilliant cut diamond, .16ct. The clarity is VS. The color is H. This is a custom-made multi casted assembly. Value: $ 1,950.00 One ladies l4K yellow gold diamond and sapphire anniversary ring. Each of the two round brilliant cut diamonds measures approximately 3.9mm in diameter. These weigh approximately .42ctw. The clarity is VS2. The color is G-H. The diamonds are framed with three 3.75mm round sapphires. The color and clarity are commercial. The one piece casted shank measures 4.8mm tapering down to 3.8mm. Each are channel set horizontally. Value: $ 995.00 ~. -:r--..-~--" JAME~. DAVIS P.G. March 15,2002 The foregoing Appraisal is made with the understanding thaI the Appraiser assumes no liability with respect to t.ny llCtion thl.t may be lr.ken l>n\he b!lllis of thn Appraisal. 301 East Main Street. Mechanicsburg, PA 17055 . (717) 795-9224 ~~ ~~ JOSEpk JAMES JEWELERS TO WHOM IT MAY CONCERN: This i. to certify that we I.fe engased in thejcwelry buJiness, appraising diamonds, wacches, jewelry and precious stones of all descriptiom. We herewith certify thai wt' have this day clltefully examined the following listed and described Il1ticles, the property of: NAME: ADDRESS: Mike Askins 114 Carrington Court Mechanicsburg,PA 17050 We eslimau the value as lillted for illllurante or other purposes II the CUITCDC retail value, excludins Federal and other talle5. In making this Appraisal we DO NOT agree to purchase or ",place theanicles DESCRIPTION One ladies l4K yellow gold diamond engagement nng. The round brilliant cut diamond measures approximately 4.68mm x 4.71mm x 2.8lmm deep. This diamond weighs approximately A5ct. The clarity is VS2. The color is I. The girdle is medium with a polished fmish. The table is 63%. The depth is 59.7%. The symmetry and polish are good. This is framed with four round brilliant cut diamonds. These measure approximately 3.8mm in diameter. These weigh approximately 1.00ctw. The clarity is VS. The color is I-I. Each is charmel set horizontally. The shank measures 4.8mm tapering to 4.0mm. The crown is l4K white gold with six prongs. The fmger size is 8.25. This is a one piece casted shank. Value: $ 3,250.00 One ladies 14K yellow gold tanzanite ring. The trillion cut genuine tanzanite measures approximately 6 x 6mm. This weighs. net. The clarity is fme. The color is deep periwinkle blue. The assymetrical shank measures 9.5mm tapering to 3.5mm. The fmger size is 8.5. Value: $ 995.00 One ladies l4K yellow gold created emerald and diamond ring. The central 7.0 x 3.5mm marquise and six 3.5-3.7mm x 1.5-1.7mm x 2.0-2.2mm baguettes are created emeralds. These are framed with six 1.0mm round brilliant cut diamonds, O.5ctw. These are set up on gallery wires. Value: $325.00 ~. ""-- - ~-_.~~ lAMESt. DAVIS P.G. March 15,2002 The foregoing Appraisal is made with the understanding that the Appraiser assumes no liability with respect to any actkJn that may be take\\ 01\ \he b-.i, of\bi, Apprainl 301 East Main Street. Mechanicsburg. PA 17055 . [717J 795-9224 """'''.'''0. COMMCNWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlQENT CECECENT . SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF FILE NUMBER Askins, Sharon E. If an ..'SSet was made joint vmhin one year 01 the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT iENAN1($1 r..v.ME ADDRESS REL-\ TlCNSHIP TO CECEOE.'I: A. Michael A. Askins 1114 Carrington Court East Mechanicsburg, PA 17055 Husband 6. c JOINTLY.OWNED PROPERTY: LETTER CATE DESCRIPTICN OF PRCPERTY '.OF O,l.,T::;OF DEAT:-i ITE~ FCRJOINT ~E lr.c~uC.t tlar:",e cl flr.ancial il'ls~Mioo 3l'.(\ bar,~ al:te\lr,1 numter 01 similar idenlifying numcer. Attach DATE OF DEATH DECO'S VAlUE CF 'JUI.lBER TENA~H JCINT ceed fer icinUy.l':e~d real eslate VALUE OF ASSET INTEREST OECE~Wrs iNi=_~:S7 1. A. 9/94 Residence: 1114 carrington Court East $203,770.00 50.0% $101,885.00 Hampden Township, Cumberland County 2. A. 4/86 ArneriChoice Federal Credit Union 133.88 50.0% 66.94 Account #14055-1 (savings) 3. A. 4/86 ArneriChoice Federal Credit Union 4,615.53 50.0% 2,307.77 Account #14055-2 (savings) 4. A. 4/86 ArneriChoice Federal Credit Union 687,41 50.0% 343.70 Account #14055-13 (checking) TOTAL (Also enter on line 6. Recacilcl2t:Cn\ S 104,603.41 /'. _ "", ,~"~,~,, ,.. ._....~.~_~,~ ;"",.~.,. ".~_.;,I,,...,.,o:.! <:"::'.::l.~ ~; '.." "'.,,....,, ~:.,.,,', I J. 'JO S94Si 3/ tJ.,?,F~ f2--- ? . . IdAtdl1lo,/l.j. O?$-~/' I. llilUl THIS INDENTURE, made the /?:2"'~ay of Nineteen Hundred Ninety-Four (994). , J,;,ff in the year BETWEEN FOGARTY & MOLINARI ASSOCrATES, a Pennsylvania general partnership having an office at 4309 Linglestown Road, Harrisburg, Pennsylvania, hereinafter the "Grantor", AND MICHAEL A, ASKINS and SHARON E. ASKINS, husband and wife, of Mechanic~burg, pennsylvania, hereinafter the "Grantees". I, WlTNESSETH, That Grantor, for and in consideration of the sum of ONE DOLLAR ($1.00), lawful money of the United States of America, and other good and valuable consideration well and truly paid by the Grantees to the Grantor, at and before (he sealing and delivery of these presents, the receipt whereof is hereby acknowledged, has grooled, bargained, sold, aliened, enfeoffed, released, conveyed and confirmed, and by these presents does grant, bargain, sell, alien, enfeoff, release, convey and confinn unto the Grantees, their heirs and assigns: ALL THAT CERTAIN tract or parcel of land situate in Hampden Township, Cumberland County, Pennsylvania, more particularly bounded and described in Exhibit "A" attached hereto and, by this reference, made a part hereof. BElNG Lot #10 on a Final Subdivision Plan of Governors Glen, prepared by H. Edward Black and Associates, dated May 20, 1993, last revised June 14, 1993, and recorded on September 17, 1993, in the Office of the Recorder of Deeds in and for Cumberland County in Plan nook 66 at Page 127. BEING part of the same premises which Hampden Square Limited Partnership, a Pennsylvania limited partnership having a 75% undivided tenanr-in-common interest with Chester J. Acker and Helen Acker, husband and wife, who rogether hold a 25% undivided tenane-in-common interest, by their Deed dated September 15, 1993, and recorded September 16,1993 in Deed Book "N", VoL 36, Page 518, granted and conveyed unto Fogarry & Molinari Associates, a Pennsylvania general partnership, Grantor herein. THIS CONVEYANCE. is subject to the conditions and restrictions set forth in rhe aforesaid subdivision plan. ~oc~ 113 rm 270 .....,,'" .. .) ...,./ \J 2J ..~...' .. l. FURTHER UNDER AND SUBJECT to zoning regulations, ordinances, easements, building and other restric.tions. privileges and rights of public service companies, rights of way. reservations, and protective covenants of record and those visible on the subject premises, and subject to all agreements or lil(e matters of record or visible on the premises, and subject to aU rights and ownership in the public in roads, streets and highways. whether or not opened. TOGE.THER with all and singular the tenements, hereditaments and appurtenances to the same belonging, or in anywise appertaiwng, and the reversion and reversions, remainder and remainders, rents, issues and profits thereof; AND ALSO aU the estate, right, title, interest, property. claim and demand whatsoever. both in law and equily, of the Grantor, of, in. to or out of the said tract of land, and every part and parcel thereof. TO HAVE AND TO HOLD the said tract of land, with all and singular the premises herein described together with the appurtenances. unto the Grantees, their heirs and assigns, to and for the only proper use and behoof of Grantees, their heirs and assigns forever. AND the Gnmtor, for its successors and assigns hereby covenants and agrees to wan"ant specially and forever defend aU and each of the hereditaments and premises herein above-described and granted, or mentioned and intended so to be, with the appurtenances, against a11 and every other person or persons, whomsoever, lawfully claiming or to claim the same or any part thereof, by, from or under it, him. her, them or' any of them, IN WITNESS WHEREOFl the Grantor, has caused this Deed to be executed the day and year first above written. luL_ By:' ArrEST: (Asst.) Secretary (SEAL) ~'J -;. "".~ ..,,;- :::;'..:... (.~ Seere -( EAL) -. By: Fogarty Homes, Inc. General Partner By:Q~~ 1 John 0 rty, sident .BOOK 113 rm 271 ...~ l. COMMONWEALTH OF FENNSYLVANIA : COUN1Y OF PAY?h/-,,' 55: On this~ day of5'~.&l!f~ 1994, before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared MARION G. MOLINARI, who acknowledged herself to be the President of Thomas Square, Inc., a Pennsylv~nia business corporation, General Partner of Fogarty and Molinari Assoe.iates, a Pennsylvania general partnership, and that being authorized to do so as such corporate officer. exe,ute the foregoing instrument for the purposes therein contained on behalf of the corporatlon. IN WITNESS WHEREOF, I e hereunto set my hand and notarial seal. ~~ ":) <5 My Commission Expires: (SEAL) COMMONWEALTl-I OP PENNSYLVANIA: COUN1Y OF C'At/P,1'// 55: \'!!fI, ", , . ':'J~'i:fM' ~',.;::;V.V'l~' .6~f!'1i~~~ On this ~ day of5..6"P7#)77.et~1994. before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared JOHN T. FOGARlY. who aclmowledged himself to be the President of Fogarty Homes, [nc., a Pennsylvania business corporation, General Partner of Fogarty and Molinari Associates, a Pennsylvania general pannership, and that being authorized to do so as such corporate officer, executed the foregoing instrument for the purposes therein contained on behalf of the corporation, IN WITNESS WI-JEREOP, [ have hereunto set my hand and notarial seal. ( --:;< -'"?J' _L/~~ ,<..-Notary Public My Commission Expires: NoL:il~lIS.d J)hlC.&lCIlCl,NoliryPutlO S~'C~~~~r~~{(;~~\ff.~1 l.l";i'~liQ;U~~~~~ ,,'O/i."\!..lo~lWA~(f.~~.c.""-'" , . r....~~ ".' ,.ftJ:;{"-ll,#&itt :i:::..... ....0 -'S';,,\ .f).",~", ''is .:.-'" .;:,Oi:l~' ..\:S;":.{.: :!: 1\Z:,~. ;.:J i/C.~J-,:, .'<\..,,>!t., " Q~'Jr. ;.... ~:P~.,fIIlO\j -of'", .." , ''''f#@,:o1Ii)\......,~..'..." . -"" m~~~:<<,~'~~:j.:. (SI'.AL) iOOK 113 rl.GE 272 .. ,"'" ~ " ;.;" i~; ?' l" ,. ;, ) :n ,..... ~ L CERTIFICATE OF RESIDENCE 1111/ I hereby certify that the precise residence of the Grantees herein is as follows: (j>1'.-C/nJt>jO'J 0. [iXI',4/kC'A..71J{j~'/"7 (l1-.~:C'T " ,. /1 Y'h " 1(/ / .,&-IT' y for Grantees COMMONWEALTH OF PENNSYLVANIA: ss: COUNTY OF CUMBERLAND RECORDED in (he Office of the Recorder of Deeds, e[c., in and for said CQunty, in Record Book ---113... Page Cl:l.o-. WITNESS my hand and official seal this ~ day of ~ 1994. ~',c = .~ --; ~ g -'" E~[i ~ ",,0::-0." ~ ~~ :;; -0 () c. 1'1 :::3 ~:> -'1 -. :; t'J ~,' ~ _. nt ,_. -I rol 1'1' ...... ~~;.(I .... -, ~ sr~~~ Ut;!l!l~ !' " e:.R.~I.~ ~ s: :<i;~ ~i~~ ." ~ 0;. ~ :::t=:; :;; ~N_ ~~~ ~~ a !l!g"' nil! e;:: "I ~ :;; '0 ~ l? ~ ~ ....K ~o ~ q-g a; ~ Q- - ~= ,::.~. ~ ~~ ;:': iii i"1f s. Ii' i} .... '. ',,-..- tiOiix 113 f^Cf 273 Fo~ :: 1 _ ("1_3 -> I ~~~ ~~:"'~ ~~f. r-; S'i!~~~,t1~~gg , ;.: ., fi: LOUIS J. IIARFORD, P.L.S. P.O. BOX 212 20 W. HAIN ST. NEW BLOOHt"'rELD. fA. 1706B (I.o'r '10 GOVERNOR' 5 GLEN) All that ceftain lot or tfact of ground situate In IlampJen '1'ownshlp, cumberland County, 'penna., more pal.tlcularly bounded' described as fo1\ows, to wit: Beginning at a point on the western right of way line of Carrington Court East at llle ~outheast corner of Lot 19; thonce along said right of way line i along a 20' Dfainage Easement by a curve to Lhe left. s.aid curlle. ha\liog a radius of 125.00 feet & a arc distance ot 50.91 feet to a paint; thence along the sarna S25-22-54E 24.10 feet to a point bein~ the norlhea"t corner of I,at Ill; thence along Lot '11 S13-37-45H 202.60 feat to it. point on th~ northern lin~ of Lot 114; thence along Lot 114. Lot 115 & througll a Draillag8 Ea~ement. "50-20-21W 91.4.2 feet to a point at lands rifF of Gene A. & Sa 11 y Ann ~dmondson; thence along said 1 allds. along a Drainage Easemeut & along lands NIF of F~anklLn R. ~ Joyce Roth N39-39-33E 76.28 t~et to a point being tile aouthwest corner of Lot 19; thence along [.ot '9 & through a 20' Drainage Easement Hal-51-0SH 198.51 feet to a point. being the pla.ce of beginning. containing 2~.111 Sq. Vt. Being Lot 110 on a Final Subdivision plan of Governor's Glen. Moi 113 IAGE 274 I:XIJ] tilT "A" -.:3 L ) .~ .... .....~ ~ ......... "..'nlll'I"~ . . REALTY TRANSfER TAx STATEMENT OF YAWl NO:- - CO_O",WI..UIl 0# '("'HIlIY"H... DV...,,,,,NTO'UVIHU, IU.....UO"NOlV.OUAI.T.UU Dfn,1toeoOJ M....'S.U.G.I'A 11111.0.0) s.. R.ftr.. for Initructlon. In9 person: (p ?/- 98% l;,C.d. G......."lll..,..t,l Fogart & Molinari Associates I.... d.... 4309 tin lestown Road " Harrisbur Mie ael a - 3765 Mpuntainview Road ". " .. Mechanicsburg PA . 17055 ". S._Aodd.... . PA . Cil)', T_ohi~ h-vh Lot 010 Governor's Glen .0" Cumberl~nd I. o~"" ..... Yo... $1430.00 13.33 , . l.........,C.ohCoftoid....';OI' $174,667.00 " , -0- . ,. 10. .......~"'.I h-,o'ioftClo;".d lb.~... "I_c-y.ci None IOOX 2. Ch..k App..prlot. Bell ael_ for b."'ptl... C1.ln-l o Wllto,I"'.....te.v<<.ulon o o o o 1"'_01--, Il_,,,H"-1 Trand... 10 Indv",lal 0_10,....... Ag."q. Ttan.f.tlOag.n1ot"....wparry.l...nodacopyofafO"ll)fttltlwpartyag_...I. Tltln'''rb.,w..nprlflCipalandag'nI.IAttacftlOpyofa~tN.ag_onIl. Tujlaldpriatd""S TtGnJf.n 10 rho Commanw.alth. ,he Unil'" Sial.., an~ In.NIMn.olill.. br gift. dodicallan, candemnatlon or In h.u of (aftd."",a.lon. l...nachcopyol,..olurlon). o Tran.hr ,",I'll mottgogor 10 II hold., of II IIIOrtvoV- In dofau". Monpfe IOol.; Nu,,",- o Carl9dlved""lAnochcopyolth.priatc.t..d). o SlatvlarycorporaleconJolldalion, m.'VwordIYlllon. IAltocn copy 01 attidnl. o O,h.r (Plea.. ..plain ....mp'lt dahl,.... If oIhw Iltan lIoted ob_.) , ~v-N~mb.. BO'Oi 113 PACE 275 (SIIIIVIRSI) I I, Account 14055 MICHAEL A ASKINS Page I ofl ~ AmeriChoice ~'I:.t.AL c_.on UN'O" C......."""O""'>c.--Hr""""....... wm Account ~ S41mmary .GlIl User .. P....""ces .... Tlwl..... iii -- .. eu Home . Pay Ya<lr Bills . euServIcM ,. LaIl out History for account 14055-1. CD ~~~~, 14055-1 REGULAR SHARES 01-01-2002 to 01-31-2002 Effe<:tive Description Amount New Balance Reference # Date 01-31-2002 DIVIDEND 0,22 72.3S 1312 01-24-2002 ATM Withdrawal ~t7S 72.13 S64653 PA CAMP BILL 3549 CPTL CTY MALL USMONEY . 01-24-2002 @ 11:03 Trace #: 0000003716009422"0124 01-15-2002 FTTO 14055-13 -150.00 133.88 11502 FT Transfer WID. 01-15-2002@ 20:38 01-15-2002 OlD 14055-13 -97.19 283.88 1 01-15-2002 AUTO TR 01 FR 13 300.00 381.07 20712 01-15-2002 AUTO TR 01 TO 09 -20.00 81.07 20712 01-03-2002 AIR Transfer WID -400.00 101.07 19343 AIR Transfer WID. 01-03-2002@ : 0 ... You can download a QIF file con1aining some or all of these records. Yon can then I$*POI'}..qpti911~"..' .., import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. ~J4iQ!!!l.. 14055-1 REGULAR SHARES 01-01-2002 to 01-31-2002 Welcome to Americhoice Federal Credit Union Account Access.... Accounts T Transfers I Mail I User Preferences I Cu Home I Pay Bills .. Services I Log Out o --..--...!- ....t.".., CREDIT UNIONS' -~ .""~-~ I~I .. .Icom.cmcfJex.fJexteller. presentation.ActionMultiplexer? Action~ACTOO 13&Direction~B&CUID2/15/02 Account 14055 MICHAEL A ASKINS Page 1 of 1 . UHr _en""" IiiraJ TrlIn~ ill Send EmalI ftCUllom. . ~Yo<l'lBI'" . CU8eN_ ., l.oQ out ~ AmeriChoice ~ rlE.'ltA1 CIt.on IoINIO_ C_'-'C_~c-It...... -.1m Aocoonl ~ Sllmm"'Y History for account 14055-1. 00 .~,Y:lm!Ii", 14055-1 REGULAR SHARES 02-01-2002 to 02-15-2002 Effective Description Amount New Balance Reference # Date 02-15-2002 TO 14055-53 -47.35 25.00 24211 . You can download a QIF file containing some or all of these records. You can then ..P*R9:'3\i?p~i911~ <I import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. ~:::~"' 14055-1 REGULAR SHARES 02-01-2002 to 02-15-2002 Welcome to Americhoice Federal Credit Union Account Access.... Accounts I Transfers I Mail I User Preferences I Cu Home I Pay Bills . Services I Log Out " -_._.........,>1- NCUA -~-'........,,---, ..,,~-,. 1=1 .. t *, ~Ii.l CREDIT UNIONS" .. ./com.cmcflex.flexteller. presentation. ActionMultiplexer? Action=ACT0008&CUID=ACF&Page1'2/15/02 Account 14055 MICHAEL A ASKINS Page I of I ~ Americhoice ~'I"lltAl Cll.... I"'UOII ~"""Cow>tt'~o..IJt...... . =.: .. _ iii _E_ . CUlIer._ II ~ ftCU_. . PayY.,..rB\IIa It t.oqOut History for account 14055~2. (!J _AlI.i9!J,l\" 14055-2 SUB SHARE ACCT 01-01-2002 to 01-31-2002 (Displayed By N~. Date) ~8Y-., &1fpIey8Y-. !Effective Description Amount New Balance Reference # Date - 01-31-2002 ACH DIST RECORD 1,000.00 5,615.53 ZZ363 01-15-2002 FITO 14055-13 -1,700.00 4,615.53 11502 FT Transfer WID, 01-15-2002 @20:43 01-15-2002 ACH DIST RECORD 1,000.00 6,315.53 2071' 01-14-2002 TELE TRANSFER -4,000.00 5,315.53 95501 01-m-2002 AIR Tnf To 13 ,1,000.00 9,315.53 1934' AIR transfer (29) from 02 to ??oo1405513, 01-m-2002@ 8:35 .........~~P8t\..g~i9"~; ..... You can download a QIF file containing some or all of these records. You can then >/1 import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. .ll~t\* 14055-2 SUB SHARE ACCT N~. 01-01-2002 to 01-31-2002 Welcome to Americhoice Federal Credit Union Account Access.... Accounts I Transfers I Mail I User Preferences I Cu Home I Pav Bills . Services I Log Out o ____..1_ NCUA '--""""'--"'--. ,,>I..----.~ 1=1 '.(lIltll." CREDIT liNION. .. ./com.cmcflex.flexteller. presentation,ActionMultiplexer? Action=ACTOO I 3&Direction=B&CU1D4/1 6/02 Account 14055 MICHAEL A ASKINS Page 1 of3 ~ UH, f. .A'...ncea .. Tran-. iiiJ Send EmaiI . CU s.v_ "cu Hom. . ~ y"",,_ ., L"" out ~ AmeriChoice ;:::;iiII ".11:,.1 citro.. UNIOII o..Jw"""......,~ .........,.0.0;,...... -..:m Accoont ~ SUmmary History for account 14055-13. rn .~~iQl,!!1 14055-13 SHARE DRAFT N~~. 01-01-2002 to 01-31-2002 Effective Description Amount New Balance Reference # Date 01-31-2002 TO 14055-02 -1,000.00 3,287.24 22363 01-31-2002 COMPUTER AID INC 1,992.86 4,287.24 22361 . COMPUTER AID INC PAYROll., 01-31-2002@: 0 Trace#: 053000210216594 01-31-2002 COMPUTIlR AID INC 1,695.33 2,294.38 22361 COMPUTIlR AID INC PAYROLL, 01-31-2002@: 0 Trace #: 053000210216593 01-30-2002 Draft# 1400 -156.78 599.05 1400 01-30-2002 TO 13494-09 -30.00 755.83 22217 01-3...2002 INTER BUS MACH 530.00 785.83 22216 INTER BUS MACH DEDUCTIONS, 01-30-2002 @ : 0 Trace #: 130871980023851 01-28-2002 PP -90.69 255.83 21987 PP ELEC Blll., 01-28-2002 @: 0 Trace #: 031000030018373 01-28-2002 VERlZON PllONE BI -30.07 346.52 21987 VERlZON PHONE BI PAYMENTS, 01-28-2002@: 0 Trace #: 021000026200608 01-28-2002 VERlZON PHONE BI -15.50 376.59 21987 VERlZON PHONE BI PAYMENTS, 01-28-2002@ : 0 Trace #: 021000026200599 01-23-2002 Draft# 1413 -51.64 392.09 1413 01-23-2002 Draft# 1407 -90.72 443.73 1407 01-23-2002 Draft# 1412 -102.00 534.45 1412 01-22-2002 Draft# 1409 -2.21 636.45 1409 01-22-2002 Draft# 1405 -23.40 638.66 1405 01-22-2002 PAWC -25.35 662.06 21417 PAWC PAYMENT, 01-17-2002@: 0 Trace #: 043000265906557 01-18-2002 Draft# 1408 ~1.97 687.41 1408 01-18-2002 Draft# 1410 -457.91 749.38 1410 01-18-2002 Draft# 1411 -1,356.07 1,207.29 1411 01-18-2002 UGI UTILITIES -75.25 2,563.36 21083 UGI UTILITIES UGI BILL, 01-18-2002 @: 0 Trace #: 043000260181903 01-17-2002 Draft# 1406 -29.85 2,638.61 1406 01-11-2002 Draft# 1404 -56.23 2,668.46 1404 .. .!com. cmcflex. flexteller. resentation.ActionMulti lexer? Action=ACTOO 13&Direction=B&CUID2/15/ p p 2 Account 14055 MICHAEL A ASKINS 01-17-2002 01-16-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-15-2002 01-14-2002 01-14-2002 01-14-2002 01-69-2002 01-69-2002 01-08-2002 01-08-2002 01-07-2002 01-07-2002 01-07-2002 01-05-2002 01-04-2002 Page 2 of3 Dnfl# 1384 -125.31 2,724.69 TC-3-4084.70 -2.00 2,850.00 FfFR 14055-02 1,700.00 2,85200 FT Transfer Dep, 01-15-2002@ 20:43 FfFR 13494-01 1,000.00 1,152.00 FT Tnnsfer Dep, 01-15-2002@20:41 FTFR 14055-01 150.00 152.00 FT Transfer Dep , 01-15-2002 @ 20:38 Drafl# 1401 -15.00 2.00 Dnfl# 1403 -52.10 17.00 Dnfl# 1402 -4,017.60 69.10 OlD 14055-01 97.19 4,086.70 TO 14055-02 -1,000.00 3,989.51 1384 20869 11502 11502 11502 1401 1403 1402 1 20719 20717 WEST SHORE YMCA -38.25 4,989.51 WEST SHORE YMCA GYMACCOUNT ,01-15-2002 @ : 0 Trace #: 052000115408443 IDS AMEX MPLS MN -470.00 5,027.76 IDS AMEX MPLS MN AUTH PMT ,01-15-2002 @: 0 Trace#: 091000011192359 COMPUTER AID INC 1,685.33 5,497.76 COMPUTER AID INC PAYROLL, 01-15-2002@: 0 Trace #: 053000214854145 AUTO TR 13 TO 53 ~08.08 3,812.43 20717 20717 20712 20712 20584 20583 AUTO TR 13 TO 01 TO 13494-09 -300.00 -30.00 4,420.51 4,720.51 INTER BUS MACH 530.00 4,750.51 INTER BUS MACH DEDUCTIONS, 01-14-2002 @ : 0 Tnce #: 130871980023894 TELE TRANSFER 4,000.00 4,220.51 95508 1398 1395 1399 1397 524802 Drafl# 1398 Dnfl# 1395 -90.31 -1,700.00 -33.00 -26231 220.51 316.82 2,010.82 2,043.82 Drafl# 1399 Dnfl# 1397 POS Purchase -100.00 2,306.13 PA ENOLA GIANT FOOD #113 SI USGIANT ,01-07-2002@ 19:23 Trace #: 0000003716 002694"0108 Drafl# 1396 Drafl# 1368 -4.81 2,406.13 2,410.94 1396 1368 -25.95 POS Purch & Cash -42.61 2,436.89 SC GREENVI730084 2111 N PLSOUl31352 USSOU B, 01~-2002 @ 19:21 Tnce #: 0000003716 135211'0106 Drafl# 1394 -101.73 2,479.50 520259 1394 01-04-2002 Draft# 1393 -117.00 2,581.23 1393 .. .Icom.cmcflex.flexteller. presentation.ActionMultiplexer? Action=ACTOO 13&Direction=B&CUI 2/15/02 A-ccount 14055 MICHAEL A ASKINS Page 3 00 01-04-2002 POS Purchase -18.19 2,698.23 PA ETTERS MAIL BOXES ETC.II08USMAIL, 01-02-2002 @4:46 Trace N: 0000003716001011"0104 514956 01-03-2002 01-03-2002 DraM 1392 -240.00 ARFR 13494-01 100.00 2,716.42 2,956.42 1392 19345 01-03-2002 01-03-2002 AIR lransfer (28) from ??oo13494 01 10 13 , 01-03-2002 @ 8:39 AIR Tran,fer Dep 400.00 AIR Tnf From 02 1,000.00 2,856.42 2,456.42 19343 19342 01-02-2002 01-02-2002 AIR lran,fer (29) from ??oo14055 02 1013,01-03-2002 @8:35 DraM 1391 -69.00 1,456.42 1391 19163 LIBERTY MUTUAL -99.91 1,525.42 LIBERTY MUTUAL PAYMENT ,01-02-2OO2@: 0 Trace N: 021000027794710 . ExPort Options. You can download a QIF file containing some or all of these records. You can then <I import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. ~X~~ 14055-13 SHARE DRAFT 01-01-2002 to 01-31-2002 N~l. . Welcome to Americhoice Federal Credit Union Account Access.... Accounts I Transfers I Mail I User Preferences I Cu Home I Pav Bills Services I LOll Out " ____"',1!X..llI) NCUA '-"~'"-- "'l~_ Equal Opportlmily LENDER ~. II' ~ f1". CREDIT UNION$" .. ./com.cmcflex.flexteller. presentation. ActionMuItiplexer? Action=ACTOO 13&Direction=B&CUI 2/15/02 '.,,,.,,""'. COMMONWEALTH OF PENN5VL'IAMA INHERITANCE TAl< RETURN RESIDENT DECEOENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY EST ATE OF FILE NUMBER Askins, Sharon E. This schedule must be completed ar.d filed if the anSwer 10 any of questions 1 through 4 on:tle reverse side of the REV.1500 COVER SHEET is'Jes, DESCRIPTION OF PROPERTY %OF iTe.M INClUce r...e ~eOF :,.,: :~:.s;Pli:.:..Il1~~'"\,J..nc"lS\o<lP:-: :.f.':ECEl'I! ott.c ~\"'e c,t.teOl' :llJ.tosF::... DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE ,iMBER "';-.lC~ ~ ::::PY;;:F rHE CE~O ~CR:lE.ll. ~5rJ.~e. VALUE OF ASSET INTEREST IIF.l.FP'_,:.o.aE) 1, IBM Corporation Tax Deferred $108,945.67 100% n/a $108,945.67 Savings Plan 401(k) 2. IBM Corporation Pension Plan $ 58,597.92 100% n/a $ 58,597.92 -- -- --'. - _ _ _u_ - - TOTAL (Aiso er.:er en lir.e 7. Recapitulation) S 167,543.59 ef r7"C;'? 3~ace 'IS needed, ir.ser:: 3cc':tional sr.eets cf tre same si:e" A(V.'Sllt"!I.I1) '*' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSY'L'/ANlA INHEruTANCE TA.'< RETUP," RESloeNT OECEOENT ESTATE OF As~ins, S1ila'roncE. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EX?ENSES: , Malpezzi Funeral Home, Mecnanicsburg, pennsylvania $4.516.00 Embalming/viewing/flowers/cremation/certificates/ and advertis' ng - 8. ADMINISiR). TIVE COSTS: 1. Personal,~e~r~entatiVe'$ Commissions Nar.:e of Personal Representative (s) Scc.al Security Numbe~s) I EIN Number of Personal Representative(s) Street Address C:tj Sfate Zip Yea~s) Commission Paic; 2. Attomey F~ CUnningnam S. Chernicoff, P.C. 750.00 3. Family E:;(em~tion; {It decedenrs address is not the same as c1aimanfs. attach explanaticn) Cta:mant Michael A. I\..c;1(:ins S7:et Address 1114 carrington Court. F.nst C~I Mecnanicsbura State PA lip 17055 ;;,.;:a:cr.s'r,ip of Claili'.ant:o Cecedent Husband 3,500.00 4. ProbateFe<>-s 5. Accountan(s Fees -- 8. . ..- _ _wJ,_etl;8?ie~arer's Fees _u _ - .. .- 7. TOTAL (Also erler co lire 9, Reoa>,tclat'cn) $ 8,766.00 ('I i7'cre space is :"t-eCi?oj, '101ser: ~~c:!icnal sheets.::f tr.e same s;:e.' Michael J. Malptui 0...., 8 Marbl Plaza Way. Mtcha.icsb.rg, PA 17055 Phont: 697.4696 February II, 2002 Michael A. Askins 1114 Carrington Court Bast Mechanicsburg, P A 17050 The Funeral Service for Sharon E. Askins We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FAClLlTlES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Oak Rental Casket Register. Memorial Cards. Adm. THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED AT THE TIME FUNERAL ARRANGEMENTS WERE MADE. WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Lock Haven Newspaper Certified Copies of the Death Certificate Flowers Centre Daily Times TOTAL CASH ADVANCES ANJ) SPECIAL CHAnr.ES SUB.TOTAL INITIAL PAYMENT I DISCOUNT I CREDITS TOTAL AMOUNT DUE ~ \. '2 )\,\ 0, LI).{ C0. t.~ Please $3260.00 $3260.00 $760.00 $45.00 $4065.00 $50.00 $30.00 $371.00 $129.20 $58C.Z~ $4645.20 $4645.20 ll[\l'.IS'1 EX " ('.ITj '*' . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COW,IOf'IWEAlTH OF PENN$YlVMilA INHERITANCE TAX RETURN RESIOENT OECEDENT ESTATE OF FILE NUMBER As~ins, Sharon E. Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Mortgage with Chase Manhattan Mortgage Corp. on 1114 Carrington Court East Hampden Township, Cumberland County (one-half liability shown) $60,534.48 2. Mortgage with AmeriChoice Federal Credit Union on 1114 Carrington Court East Hampden Township, Cumberland County (one-half liability shown) 24,621. 89 3. Motor vehicle loan 18,000.00 (:f :;:cre space IS ~e-=-:;'~, :n5e~ ~cci~:c.-al S.~.;-e:5 :1 ~i'ie 5ar.-:d size) TOTAL (".:so entercn line 10, Recapi!clat'cn) I $ 103,156.37 o CHASE Loan Number: Statement Date: Payment Due Date: Property Address: 1114 Carring10n Ct E. Mechanicsburg PA Loan Information: ~ Principal Balance on 01/07/02 Escrow Balance on 01/07102 Pavment Factors: Interest Rate Principal & Interest Escrow Payment Optional ProQucts Past Due Payment Unpaid late Charges: Miscellaneous Fees Total Payment Year-ta-Date. Interest Taxes Principal THE RIGHT RELATIONSHIP IS EVERYTHING~ Customer Care Phone: 1-800-848-9136 Please send payments ONLY \0: PO BOX 830016 Baltimore MD 21283-0016 Hearing ImpaJ,ed lTOOI: 1-800-582-0542 IIBWNDXCT #3135800910976013# 106,948 YE 0 MICHAEL A ASKINS SHARON E ASKINS 1114 CARRINGTON CT E MECHANICSBURG PA 17050-9141 1",111,,,111,,,.1.1,11,,,1.1,,,,,11.1,,1,,,11,,,11.1,,11,,,11 Chase now offers you the opportunity to view your recent payment history confirm receipt of your last payment. change your add~ess, (lnline, view interest information, and much more -- all 24 hours a day, seven days a week. ' www.chase.com/homefinance/customerservice. TRANSACTION DESCRIPTION PAYMENT PRINCIPAL PMT TRANSACTION DATE 01/07/02 01/07/02 Activity TOTAL RECEIVED 1,652.90 47.10 Since Your Last Statement PRINCIPAL 749.55 47.10 INTEREST 672.80 ESCROW 230.55 Important Messages About Your Account IMPORTANT TAX RETURN DOCUMENT ENCLOSED ****** 5800910976 01/07/02 02101/02 17055 $121.068.97 $1,189.52 6.62500% $1.422.35 $230.55 SO.OO $0.00 $0.00 $0.00 $1,652.90 $672.80 SO.OO $796.65 online! Also,: you can .I!o.ur yea~ 0.e!1dJ~x ;m~. ViSit 6urt]wel;lslte .at t ;l};t:~:'.; . ,'". ~,.",' OPTIONAL PRODUCTS '""1 '. </\"/.:-'f>:',,"1:. MISCELLANeOUS OR FEES ';".-. -"i':',:"-;"-" ATTENTION PENNSYLVANIA HOMEOWNERS: As you are aware, many taxing authorities in your state 'will only provide the original current tax bill to you. If you have a tax a~ncy Jnstallmentdue in the near fut\lte, you should have recently received a letter requesting that you prOVIde the ,original current tax bill to Chase for payment Please forward this bill as soon as pOSSIble to ensure prompt. payment ****** PLEASE NOTE: If you wish to payoff your loan, the above principal balance is not a payoff quote. For payoff quote Information please call the Customer Care number above. Please detllcll and f@(Ufll tM bGttnm \'l1HI\QI\ ~l \1\\$ nalemen! wilh your pBymenl using Ihe enclosed envelope. A'Ccount 14055 MICHAEL A ASKINS Page 1 of 1 ~ AmeriChoice ~ rot..IlAL CIlIOII UNtOff o....Iwt~('OWll).... ~OM:tu.:o. 1m! =-~ .. 1'1_"". iiiJ SendEmaII .cu_ . PnIf~~""" ,. CU Home . Pay Your Blls ,. LOll OUt History for account 14055-53. ill ~l!!gy~,. 14055-53 01-01-2002 to 01-15-2002 Effective Description Amount New Balance Reference # Date 01-15-2002 AUTO TR 53 FR 13 -608.08 49,243.77 20712 You can download a QIF file containing some or all of these records. You can then '{p~l?9rt~gtipi1~.. I import this file into your favorite money management program. Press this button to display a new screen for selecting the records you wish to export. .f~;{J9M&" 14055-53 01-01-2002 to 01-15-2002 Welcome to Americhoice Federal Credit Union Account Access.... Accounts I Transfers I Mail I User Preferences I Cu Home I Pav Bills .. Services I Log Out o _....._nuoM..l_ NCUA -..-,.-..-- .\I~__"f I~I ." ra j ~JII' J CREorr UNIONS" .. .lcorn. cmcflex.flexteller. presentation.ActionMultiplexer? Action~ACTOO 13&Direction~B&CUID2/15/02 ---- ---- - - - -- . --- ----- - - - --- ---. - ---'- " IBM Service Center clo Bankers Trust Company P. O. Box 290039 Nashville, TN 37229.0039 QUESTIONS? CALL 1-800.796..9876 2I8QTS 27303647 2525 179522407 A 2I8QTS 192 MICHAEL A ASKINS 1114 CARRINGTON COURT EAST MECHANICSBURG PA 17050 Company Name - INTERNATIONAL 8USINESS MACHINES CORPORATION Date II Account Number II Check No. Participant's Name 04-01-2002 2I8QTS 179522407R 800087590 MICHAEL A ASKINS MHf1~ttMWk%:M~f%Wt.. <:&tfl4~&flmtJt#i...~~m%tg+~m~;.~~~ ~l*1W9&:,1t~t ~tJ.!~.' qtMg?M~~OOWiiw.t~fkJ.J $58,597.92 $0.00 $0.00 $0.00 $0.00 m@!t"~I@~.n!.fl!mr%..~l<<m:mW&llJmitirlt*:B!f+m;WJM!f4il_~@M!\gtM~_~t1Wi;j $0.00 $0.00 PA $0.00 00 ~mWj~!tl_@@l1 [fmJN%~_mliMlfJj f1t1Xi?l.fit~flliWmi mt1illQBil!Hi<<i#.!~WJ@!mWfl$f_gtl~fWMfM@m G TERMINATION 000 $0.00 $58,597.92 ~ ~ =~~ International Business Machines Corporation " MICHAEL A ASKINS 1114 CARRINGTON COURT EAST MECHANICS8URG PA 17050 AMERICAN EXPRESS FINANCIA BANK ACCOUNT NUMBER ON 04-01-2002 A $58,597.92 PAYMENT WAS PROCESSEO ANO FORWARDED TO THE ABOVE ACCOUNT RECEIPT OF THIS PAYMENT SHOULD BE CONFIRMED WITH YOUR FINANCIAL INSTITUTION .' IBM CORPORATION IBM TAX DEFERRED SAVINGS PLAN 401(K) TO: AMERJCAN EXPRESS FINANCIAL ADVISORS FIBIO MICHAEL A ASKINS '::~c S:;!; :-:.0: EMPL ID: 242206 DATE: FEB 06, 2002 IN ACCORDANCE WITH THE INSTRUCTIONS RECEIVED FROM MJCHAEL A ASKINS THE FOLLOWING DlSBURSEMENT IS BEING FORWARDED TO YOU AS A "DIRECT ROLLOVER" FROM THE ABOVE NAMED PLAN AND IS TO BE DEPOSITED INTO THE ELIGIELE RETIREMENT PLAN OF: MICHAEL A ASKINS 1114 CARRINGTON CT.~ EAST MECHANICS BURG PA 11u50 THIS DIRECT ROLLOVER IS PAYABLE TO THE TRUSTEE Of THE ELIGIBLE RETIREMENT PLAN INDICATED. JT IS YOUR RESPONSIBILITY TO ENSURE THAT IT IS DEPOSITED INTO THE ACCOUNT OF MICHAEL A ASKINS AS INDICATED ON THE ENCLOSED CHECK. SHARESL IF INDICATED BELOW, WILL BE FORWARDED DIRECTLY TO YOU SEPARATELY BY THr: TRANSF~R AGENT. "DIRECT ROLLOVER" DEPOStT CASH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 108,945.67 TOTAL VALUE OF DEPOStT..........................:......................$ 1011,945.61 ======:.::======= DOOOOI "",.,.."'.".,"W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECeOENT SCHEDULE J BENEFICIARIES ESTATE OF Askins, Sharon E. FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ~UMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Michael A. Askins 1114 Carrington Court East Mechanicsburg, PA 17055 Husband. 2. Christine E. Hare 305 Wertz Avenue Mechanicsburg, PA 17055 Mother AMOUNT OR SHARE OF ESTATE $198,737.76 1,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON liNES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHE::T II. NON-TAXABLE DiSTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABL:: DISTRIBUTIONS ON UN:: 13 OF REV 1500 COVER SHEET S (If rr.cr? 3;ace is neec-?-.:. insert ac.dit~cnat stiee',s d :r.e same 5:zai COMMONWEALTH OP PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRi58tlRG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 001344 WITZIG MARC W ESQ 2320 NORTH SECOND STREET HARRISBURG, PA 17110 fold ESTATE INFORMATION: SSN: 190-50-5623 FILE NUMBER: 2102-0593 DECEDENT NAME: ASKINS SHARON E DATE OF PAYMENT: 06/27/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01 /21 /2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 545.00 TOTAL AMOUNT PAID: 545.00 REMARKS: C/O MICHAEL A ASKINS CHECK#1538 INITIALS: SK SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS ' ~O2 ' °~' COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX [tIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 ER AFP (01-027 DATE 08-12-2002 ESTATE OF ASKINS SHARON E DATE OF DEATH 01-21-2002 FILE NUMBER 21 02-0593 j~ COUNTY CUMBERLAND MARC W WITZIG ACN 101 2320 N 2ND ST Amount Remitted HBG PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~______________________ ------------------------------------ ----------------------------------------------------- REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ASKINS SHARON E FILE N0. 21 02-0593 ACN 101 DATE 08-12-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 40,513.13 tax payment. b. Jointly Owned Property (Schedule F) (b) 104,603.41 7 Transfers (Schedule G) (7) 167,543.59 . (g) 312,660.13 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 8,766.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 103,156.37 11. Total Deductions (11) 1_11 .922.37 200,737.76 12. Net Value of Tax Return (12) .00 13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 14. Net Value ofi Estate Subject to Tax (14) 200,737.76 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 199 737.76 00 _ .00 15 Amount of Line 14 at Spousal rate (15) ' X - . 16 Amount of Line 14 taxable at lineal/Class A rate (16) 1,000.00 X 045 = 45.00 . 17 Amount of Line 14 at Sibling rate (17) .0 0 X 12 .00 . 18 Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 .00 . (19)= 45.00 19. Principal Tax Due TA1~ VKCLi I J' DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID PAYMENT MUST BE MADE BY lU-Z1-[uu« . TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 45.00 INTEREST AND PEN. .00 TOTAL DUE 45.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA I~izs-D6DI STATEMENT O F ACCOUNT REV-1607 EX RFP (01-02) DATE 08-12-2002 ESTATE OF ASKINS SHARON E DATE OF DEATH 01-21-2002 FILE NUMBER 21 02-0593 _ COUNTY CUMBERLAND MARC W WITZIG ACN 101 2320 N 2ND ST Amount Remitted HBG PA ,17110 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS __-~______________________ ---------------------------------------------- --------------------------------------- REV-1607 EX AFP (01-02) *** INHERITANCE TAX STATEMENT OF ACCO ~** ESTATE OF ASKINS SHARON E FILE N0. 21 02-0593 ACN 101 DATE 08-12-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-12-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) 06-27-2002 CD001344 .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. 45.00 AMOUNT PAID 45.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 45.00 .00 .00 .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), ....(( Mwv RF rn~F a REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )