HomeMy WebLinkAbout09-12-14 (2) REV-1500 Ex 10"01 1505610140
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOX 260601 2 1 1 4 D 2 9 4
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
0 2 1 9 2 0 1 4 0 2 2 8 1 9 3 0
Decedent's Last Name Suffix Decedent's First Name MI
L A U L E S T E R D
(N 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
Q 1.Original Return 2.Supplemental Return Q 3.Remainder Return(date of death
priorto 12-13-82)
4.Limited Estate 4a.Future interest Compromise(date of 5.Federal Estate Tax Return Required
death after 12.12.82)
6.Decedent Died Testate 7.Decedent Maintained a Living Trust „_ 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9.Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(date of death 11,Election to tax under Sec,9113(A)
between 12-31-91 and 1-1-95) (Attach Son,0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number _ -
D 0 U G L A S G - M I L L E R 7 1 7 ,a 4 9 ItEI:3 5A3m
m
REGIS 06 NLY ? p
WILLS U
7C7 a CnM
First line of address
I R W I N & M C K N I G H T . P C'
Second line of address ,y D CD
6 0 W E S T P 0 M F R E T S T R E E T w
City or Post Office State ZIP Code __ ' DATE RLE _C�n
C A R L I S L E P A 1 7 0 1 3
Correspondenfa email address:
Under penalties o jury,I declare that I examined this return,including accornpanry ng schedules and statements,and to the best of my knowledge and belief,
it is true,cprr nd atiffiffele.DO o preparer other than the personal representative is based on all information of which Preparer has any knowledge,
SIGNA E N R SPO S OR LING RETURN T
ADDRESS
39637 MASON DRIVE MECHANICSVILLE MD 20659
SIGNATURE SPAR OTH T MESENTATNE
ADDRESS �T1I 7
60 WEST PO FRET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
l��
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
LESTER D.LAU 21 14 0294
Decedents Name Page 1 File Number
Correspondents
None Dooms Telephone Number
D O U G L A S G . M I L L E R 7 1 7 2 4 9 2 3 5 3
First fine of address
I R W I N & M c K N I G H T P . C
Second fine of address
6 0 WE S T P O M F R E T S T R E E T
City or Pat Office State ZIP Code
C A R L I S L E P A 1 7 0 1 3
Correspondents e-mall address:
Under peiriffias of pe ory,I dedivirld I have remained ft mW.kk*g amwPn iigsdiedules end stlllWRw s,and 10 90 botof mr lumledgeend belief,
nbbA, - andmmplels.DedareYonofpapareroticernren rapesaMaBnis bond anan6iormallonolafthprepeferhasartyl madmilga.
SIGNATURE OF PERSON + a /'/
ADDRESS
4 LEEDS ROAD NEWVILLE PA 17241
1505610240
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A) .. . .. .. .. . . .. . .... . .. ... .. . .. .. . .. .. . . . .. . . 1
2. Stocks and Bonds(Schedule B) .. .. . .. . .. . .. . . . . . . .. . .. . . . .. .. . .. .. .. 2. 4 7 7 3 , 7 5
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ... . . 3.
4. Mortgages and Notes Receivable(Schedule D) . ... .. . .. .. . .. . .. .. . .. .. . . 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). .. .. . . 5. 9 0 4 7 5 . 3 1
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . ... .. . 6. 9 2 4 4 1 , 0 0
7. Inter-Vivos Transfers&Miscellaneous N -Probate Property
(Schedule G) b Separate Billing Requested . ... .. . 7. 8 1 8 5 6 , 2 3
8. Total Gross Assets(total Lines 1 through 7) .. . .. . .. . .. . . .. . .. . .. .. .. . . 8. 2 6 9 5 4 6 . 2 9
9. Funeral Expenses and Administrative Costs(Schedule H) 9. 2 2 3 4 5 . 1 0
.. . . ... .. . .. .. . .. .
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) .. .. . .. . .. .. . 10. 6 3 3 5 8 . 0 0
11. Total Deductions(total Lines 9 and 10) .. . .. ... .. . .. . .. . . .. . .. ... .. .. . 11. 8 5 7 0 3 . 1 0
12. Net Value of Estate(Line 8 minus Line 11) .. . .. .. ... . .. . . . . . .. .. . .. .. . 12. 1 8 3 8 4 3 . 1 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . .. ... . . .. . .. ... .. .. . 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) . . .. . .. . . .. . .. . .. .. ... 14. 1 8 3 8 4 3 . 1 9
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0 _ 0 . 0 0 15. 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate x.045 1 8 3 8 4 3 . 1 9 16. 8 2 7 2 . 9 4
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 0 0 18. 0 . 0 0
19. TAX DUE ... ... . . .. . . .. . . .. . .. . .. . .. . .. ... . .. . .. . .. . . .. ... .. .. . 19. 8 2 7 2 9 4
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
1505610240 1505610240 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 14 0294
DECEDENT'S NAME
LESTER D. LAU
STREET ADDRESS
4 LEEDS ROAD
CITY STATE ZIP
NEVWILLE PA 17241
Tax Payments and Credits:
I. Tax Due(Page 2,Line 19) (1) 6,272.94
2. Credits/Payments
A.Prior Payments 7,000.00
B.Discount 350.00
Total Credits(A+B) (2) 7,350.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 922.94
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; ...................................................................... ❑❑ 0
b .retain the right to designate who shall use the property transferred or its income: ...............................
c. retain a reversionary interest;or .....................................'......................................................... ID ❑X
d. receive the promise for life of either payments,benefits or care? .......................................................
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... El I]
3. Did decedent own an'in trust for'or payable-upon-death bank account or security at his or her death? ......... ❑ I]
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
containsa beneficiary designation?.................................................................................................. ❑X ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE 0 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 p2 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 decedent's lineal beneficiaries is 4.5 percent,except as noted in
72 P.S.§9116(1.2)[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-1503 EX+(e.12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LESTER D. LAU 21 14 0294
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 57 SHARES OF PRUDENTIAL STOCK 4,773.75
57 SHARES X$83.75 = $4,773.75
TOTAL(Also enter on Line 2,Recapitulation) $ 4,773.75
If more space is needed,insert additional sheets of the same size
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS Sr MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
LESTER D. LAU 21 14 0294
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T BANK-CHECKING ACCOUNT#98329236719 1,455.46
2. M&T BANK- SAVINGS ACCOUNT#15004206424539 29,920.07
3. M&T BANK-CERTIFICATE OF DEPOSIT#31003914937990 59,099.78
TOTAL(Also enter on Line 5,Recapitulation) S 90 475.31
If more space is needed, use additional sheets of paper of the same size.
REV-1509 EX+(01.10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
LESTER D. LAU 21 14 0294
If an asset was made jointly owned within one year of the decedents date of death,it must be reported on Schedule G.
SURVrVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.JEFFREY D. LAU 4 LEEDS ROAD SON
NEWVILLE, PA 17241
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FORJOiNT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OFASSET INTEREST DECEDENT'S INTEREST
1. A. 07/2009 1/2 INTEREST 184,882.00 50. 92,441.00
4 LEEDS ROAD
NEWVILLE, PA 17241
TOTAL(Also enter on Line 6,Recapitulation) $ 92 441.00
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX-(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC.NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LESTER D. LAU 21 14 0294
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.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECUS EXCLUSION TAXABLE
INCLUDE THEN OME THE TRANSFEREE,OPY RftATi PTODECEDENTAND
NUMBER THE DATE OF TRAANSFER.ATTACH ACDPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST prrrPUCnm.E) VALUE
1. WELLS FARGO ADVISORS-ACCOUNT#3465-0169 81,856.23 100.00 81,856.23
BENEFICIARIES: VICKI E. RADER
JEFFREY D. LAU
i
TOTAL Also enter on Line 7,Recapitulation) $ 81 856.23
If more space is needed,use additional sheets of paperof the saw size.
REV-1511 EX-(10-09)
pennsylvania SCHEDULE H
OEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE RESIDENT ED RETURN ADMINISTRATIVE COSTS
RESIDEM DECEDENT
ESTATE OF FILE NUMBER
LESTER D. LAU 21 14 0294
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1. ETZWEILER FAMILY FUNERAL SERVICE 8,576.60
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Names)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2, Attorney Fees: IRWIN & MCKNIGHT, P.C. 9,500.00
3. Family Exemption:(If decedents address is not the same as claimants,attach explanation) 3,500.00
Claimant JEFFREY D. LAU
Street Address 4 LEEDS ROAD
City NEWVILLE State PA ZIP 17241
Relationship of Claimant to Decedent SON
4. Probate Fees: REGISTER OF WILLS 273.50
6 Accountant Fees:
6. Tax Return Preparer Fees: PATRICIA A. ROSEN DALE, CPA 420.00
INCOME TAX RETURN AND FINAL FIDUCIARY TAX RETURN
7. CUMBERLAND LAW JOURNAL- ESTATE NOTICE 75.00
TOTAL(Also enter on Line 9,Recapitulation) $ 22 345.10
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LESTER D. LAU 21 14 0294
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. PNC BANK-MORTGAGE LOAN#0006101397 63,358.00
1/2 DEBT
$126,715.99-SECURED BY PROPERTY AT 4 LEEDS ROAD, NEWVILLE
TOTAL(Also enter on Line 10,Recapitulation) $ 63 358.00
If more space is needed,insert additional sheets of the same size.
REV-1513 EX-(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
LESTER D. LAU 21 14 0294
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).[
1. VICKI E. RADER Lineat
39637 MASON DRIVE 1/2 REMAINDER
MECHANICSVILLE, MD 20659
2. JEFFREY D. LAU Lineal
4 LEEDS ROAD 1/2 REMAINDER
NEWVILLE, PA 17241 REAL ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
R. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
< � »
na II■§§■§§■g|I|■
� ( ■ ■ � -« `7.
kzm Ei .
§
§§
R.: n i7 9 2
_ % §
CA k
c k _
CD . 2Er
ru
§ . - n
® C=L f /
CD
! � -
!
B� ! o •
E \ 2 .. § 2 ■ ; $ ( ! .
b �
ƒ
§ � ■ ;
\( 2 �
\ d3= ai C j
/\ § a
)
\
§ [ ■ ` .
p M&T Bank
499 Mitchell Road,Millsboro,DE 19966 Adjustment Services
Phone 889-502-4349
F ax (302)934-2955
March 4,2014
Law Offices
Irwin& McKnight,P.C. RECEIVED
West Pomfret Professional Building
60 West Pomfret Street MAR 10 �1i4
Carlisle, PA 17013-3222
&Mr{tNIGHT
1AWNCES
Re: Estate of Lester D.Lau
Social Security: 163-24-9807
Date of Death: February 19,7014
Dear Sir or Madam:
Per your inquiry on February 27,2014,please be advised that at the time of death,the above-named decedent
had on deposit with this bank the following:
I. 7}pe ofAccount Checking Account
Account Number 98329236719
Ownership(Names of) Jeffrey D.Lau(POA)
Lester D.Lau
Opening Date 011272005
Balance on Date ofDeath $ 1,455.45
Accruedlnterest $ .01
-----------------------------------
Total $1,455.46
2. Type of Account Savings Account
Account Number 15004206424539
Ownership(Names of) Jeffrey D.Lau(POA)
Lester D.Lau
Opening Date 0911311990
Balance on Date ofDeath $ 29,918.91
Accrued/merest $ 1.16
Total $29,920.07
3. TypeofAccount CerhficateofDeposit
Account Number 31003914937990
Ownership(Names oj) Jeffrey D.Lau(POA)
Lester D.Lau
Opening Date 0310812006
.
Balance on Date of Death $ 58,911.05
Accreted Interest $ 188.73
Total $59,099.78 _-----
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of fands,
please all the West Yorkat 717449-5209.
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does Pat include any accounts in which the deceased may have been fisted as Power of Attorney,Custodian of Uoitbrm Transfers,
Representative Payee,or Trustee under a Written Agreement
$m0erely,
Valarie Mercer
Records Management
,: ...
t_
d
(a
y 3. .
alllea 0400900761
y Tax Parcel: 31-32-2313-002
I II I II I II I IIII I�I I I II I I
II
0F00 3GG
THIS DEED,
MADE THE)('day of July, in the year Two Thousand Nine(2009)
BETWEEN RICHARD M.SOCCIO and MONICA H.SOCCIO, husband and wife, Grantor(s)
and
JEFFREY D.LAU,a married man and LESTER D. LAU,an adult individual, as Joint Tenants with the
Right of Survivorship, Grantee(s):
WITNESSETH,that in consideration of the sum of One Hundred Eighty-Nine Thousand Seven Hundred
Fifty and 00/100 Dollars ($189,750.00), in hand paid,the receipt whereof is hereby acknowledged,the
said grantors do hereby grant and convey to the said grantee(s),
ALL THAT CERTAIN lot of ground situate, in Huntsdale, Penn Township, Cumberland County,
Pennsylvania, bounded and described as follows:
BEGINNING at a limestone in the West side of the Pine Road,comer of lot now or formerly of Mary Ann
Trift; thence by said lot, South 83'/=degrees West 10.9 perches to a stone,corner of lot now or formerly of
Frank Dennis; thence by said lot now or formerly of Frank Dennis,North 8 degrees West 8.2 perches to a
stone in line of mill property now or formerly of said Frank Dennis;thence by said line, North 79'%degrees
East 13.1 perches to a stone in said Pine Road;thence South 17%degrees West 0.7 of a perch to a
stone; thence South 81 degrees West 2 perches to a stone;thence South 5 degrees East 8.6 perches to
the Place of BEGINNING. CONTAINING 96 perches, more or less, and having thereon erected a two
story brick dwelling house.
LESS, HOWEVER that certain tract of land conveyed to Daniel M. Shaeffer and Martha L. Sheaffer, his
wife, by Deed dated April 25, 1990 and recorded in the Office of the Recorder of Deeds for Cumberland
County in Deed Book"N",Volume 34, Page 664.
UNDER ANU SUBJECT TO the same rights, privileges,agreements,rights-of-way, easements,
conditions, exceptions, restrictions, and reservations as exist by virtue of prior recorded instruments,
plans, Deeds of Conveyances, or visible on ground.
BEING KNOWN AND NUMBERED as 4 Leeds Road, Newville, Pennsylvania.
BEING THE SAME PREMISES which John J.Wardle, Jr.and Joyce B.Wardle, his wife, by deed dated
September 18, 1998 and recorded September 18, 1998 in the Office of the Recorder of Deeds in and for
Cumberland County, Pennsylvania in Deed Book 185, Page 659,granted and conveyed unto Richard M.
Soccio and Monica H. Soccio, his wife, Grantors herein.
SST-
And the said grantors hereby covenant and agree that they will warrant specially the property hereby
conveyed.
IN WITNESS WHEREOF,said grantors have hereunto set their hands and seals the day and year first
above written.
Signed,Sealed and Delivered
in the Presence of Zqr4�,
(Witness) Richard M. ccio
/496 �f
(Witness) Monica H. Soccio
STATE OF P NSYLVANIA�: S
COUNTY O
On this,theb day of July, 2009, before me,the undersigned officer,personally appeared Richard M.
Soccio and'Monica H. Soccio, known to me(or satisfactorily proven)to be the persons whose names are
subscribed to the within instrument, and acknowledged that<-he/she/they>executed same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
• � •
bj
NOTARY PUBLIC
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Connie L.Wertz,Notary Public
Hampden Twp.,Cumberland County
My Commission Expires Apr.B,2010
Member,Pennsylvania Association o'Notaries
. -
' �,
,.
r:
t
; .
. '
I do hereby certify that the precise residence and complete post office address of the within grantee is:
Leech k ocitc-A ( J"ui l I e Pa • I a 91
LL 3® _.2009.
rA
o �/v
Agent for
COMMONWEALTH OF PENNSYLVANIA:
: SS
COUNTY OF CUMBERLAND :
RECORDED on this day of in the Recorder's
office of the said County, in Deed Book Page
Given under my hand and seal of the said office, the date above written.
Recorder
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
717-240-6370 -
Instrument Number-200927162
Recorded On 8/4/2009 At 11:32:37 AM *Total Pages-4
*Instrument Type-DEED
Invoice Number-49679 User ID-RAK
*Grantor-SOCCIO,RICHARD M
*Grantee-LAU,JEFFREY D
*Customer-SECURED LAND
*FEES
STATE TRANSFER TAX $1,897.50 Certification Page
STATE WRIT TAX $0.50
STATE JCS/ACCESS TO $10.00 DO NOT DETACH
JUSTICE
RECORDING PEES — $11.50 !I
This page e is now art
RECORDER OF DEEDS g
PARCEL CERTIFICATION $10.00 of this legal document.
FEES
AFFORDABLE HOUSING $11.50
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
BIG SPRING SCHOOL $948.75
DISTRICT
PENN TOWNSHIP $948.75
TOTAL PAID $3,843.50
1 Certify this to be recorded
in Cumberland County PA
0 o�M
r`
RECORDER O D DS
r�so
*-Information denoted by an asterisk may change during
the verification process and may not be reflected on this page.
OOORGG
II VIII III III IIII
1
� J
4 lj-Mc� ROAD--
If Emr
0, 1-qU,)FFFF,E, D .LF3 7ER P
lwcelL, l
't I�a Lip 11.5
F�8-_ 32-, re 1
L--F� Bll ir T:
F'Llildinq--f I lli-- <
-Tr,ral ecl%.2�11 lc�r, -Q[16111r
tel HCP F 1 511
P[l
3r jill C)
V,�,l sUwY
I
,:
;�
�: . .
`�
..Vi,, 4
�.
. . . . . . . .
. g i n ] aEowo0 g)I ƒ}k§ !
�
- }3 �1 0
| Em=H £ E .
/ , §
� J
§
2 �
) � �
j mm22 > ��,o§ k §
Ea, § [ oo
/
� � \\} `
OD wm
, co
p� \
w bQkkkkm ;u
> 0 � O�
�] » 3 , z .
/ ® ; 3 | � » D
M
a � < W£ —n I
\ ƒ /� [< \ 3c
m CD ` z@ & i72E ¢
0) w � � ,� ; 0F om ;m
3 # w 0 R7 /-i
� , § a 3 0M= )\ n;
a
; \'dm �% C
E , 2 ; � ; k§ §«
§ ° / 3} w ®%
co Ki - - § I\ } §/ m�
ca w mow , §§ J : \ -
(} § j}
[ 7 § § # \/} E
§ § // \/0
; � 2 -
® \ ) »0
\§ � � � � a o _
_, d
1.
' y
� �,
t.��veiler
FamilyFuneral Service
Etzweiler Funeral Home Etzweiler Funeral Home,Inc.
1111 East Market Street 700 Hellam Street
York,PerawAvaaia 17403 Wr*tsvile,Pennsylvania 17368
M.Robert Eawefler,Owner Rodney B.Beck,Supervisor
717443-0216 717-252-1313
FAX 717-845-8734
etzf11 @mmcasLnet
Mr.Jeffrey D.Lau March 3,2014
4 Leeds Road
Newville,PA 17241
Funeral of: Lester D.Lau
2014-15322
Professional Service
Traditional Services Offering 5,180.00
Total Professional Service
Merchandise
Sandhurst Oak C asket 2,655.00
Serenity Print Package 100.00
Laminated Obits 30.00
Total Merchandise 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
Death Certificates 90.00
Flowers 53.00
Minister Honorarium(s)
125.00
Obituary-local 170.42
Obituary-Out of town 173.18
Total Cash Advances
----—--------------6.frmy---
TOTAL 8,576.60
PAYMENTS RECEIVED 0.00
TOTAL AMOUNT DUE 576.60
TERMS-NET30DAYS. A SERVICE CHARGE OF 1.5%PER MONTH ORAN ANNUAL PERCENTAGE 18%WILL BE
ADDED To THE UNPAIG BALANCE BEGINNING 60 DAYS FROM THE DATE OF THE FUNERAL PURCHASE AGREEti NT.
SELECTED
--� 6rdependent
w= Mailn PM1un,mii
RECEIPT FOR PAYMENT
LISA M. N,
ESQ. Receipt Date: 3/28/2014
Cumberland nd County - Register Of Wills Receipt Time : 15 : 15 :32
One Courthouse Square Receipt No. : 1077443
Carlisle, PA 17Q13
LAU LESTER D
Estate File No. : 2014-00294
Paid By Remarks : IRWIN & MCKNIGHT
WZ
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS ADM 210 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23 .50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 8369 $273 . 50
Total Received. . . . . . . . . $273 .50
- ..t.._.
r
r � .
_ #_ _ � � . .
',«
e w
E�Np C
V
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
April 25, 2014
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Douglas G. Miller, Esquire
RE: Lester D. Lau Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
------------------------------------------------------------------
------------------------------------------------------------------
Advertisement inserted on following dates:
April 11, April 18, and April 25, 2014
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
';
k
�'; � .. -
a � o
r1;6an Activity Page I of 2
Loan Activity
Loon Number.0006101397
Property Addmss:4 LEEDS RD
NEINVILLE, PA 17241-0000
Borrower Name:JEFFREY D LAU
Co-Borrower Name:LESTER D LAU
Please use the left navigational bar to return to the previous screen.
balances:
Principal balance: $126,142.53
Escrow balance: $5,329.17
Unpaid late charges: $0.00
Disclosure:The transactions displayed within the payment history reflect funds that you have paid and do not necessarily represent funds
that are due.
Date Due Transaction Transaction Principal Principal Interest Escrow Escrow Escrow Other
Paid Date Description Amount Balance Advance Balance
0511312014 0510112014 Payment Applied $1,295.23 $126,142.53 $192.03 $579.03 $524.17 $0.00 $5,329.17 $0.00
04/15/2014 04/01/2014 Payment Applied $1,295.23 $126,334.56 $191.15 $579.91 $524.17 $0.00 $4,805.00 $0.00
03/28/2014 04/01/2014 city Tax $436.71- $126,525.71 $0.00 $0.00 $436.71- $0.00 $4,280.83 $0.00
Disbursement
03111/2014 03/01/2014 Payment Applied $1,295.23 $126,525.71 $190.28 $580.78 $524.17 $0.00 $4,717.64 $0.00
fc 2111/2014 02/01/2014 Payment Applied $1,295. $12Q715.99 $189.41 $581.65 $524.17 $0.00 $4,193.37 $0.00
1/1412014 01/01/2014 Payment Applied $1,295.23 $126,905.40 $188.55 $582.51 $524.17 $0.00 $3,669.20 $0.00
12/10/2013 12/0112013 Payment Applied $1,253.16 $127,093.95 $187.69 $683.37 $482.10 $0.00 $3,145.03 $0.00
12/03/2013 12/0112013 Payment Applied $757.37 $127,281.64 $0.00 $0.00 $757.37 $0.00 $2,662.93 $0.00
11/1312013 11/0112013 Payment Applied $1,263.16 $127,281.64 $186.83 $584.23 $482.10 $0.00 $1,905.58 $0.00
10/16/2013 1010112013 PeymenlApplied $1,253.16 $127,468.47 $185.98 $585.08 $482.10 $0.00 $1,423.46 $0.00
09/10/2013 09/01/2013 Payment Applied $1,253.16 $127.654.45 $185.13 $585.93 $482.10 $0.00 $941.36 $0.00
08/13/2013 08/01/2013 Escrow Advesoe $0.00 $127,839.58 $0.00 $0.00 $22.84- $0.00 $469.26 $0.00
Refund
0811312013 081012013 Payment Applied $1,253.16 $127,839.58 $184.28 $586.78 $482.10 $22.84 $482.10 $0.00
08/0812013 081012013 Escr=Advenm $22.84 $128,023.86 $0.00 $0.00 $22.84 $22.84 $0.00 $0.00
08/082013 08/012013 $ebool7an
Disbursement $2,232.29- $128,023.86 $0.00 $0.00 $2,232.29- $0.00 $22.84- $0.00
0712412013 0710112013 Homeowners $842,00- $128,023.86 $0.00 $0.00 $842.00- $0.00 $2,209.45 $0.00
Insurance MO.
07/1612013 07/012013 Payment Applied $1,253.16 $128,023.86 $183.44 $587.62 $482.10 $0.00 $3,051.45 $0.00
07/03/2013 07/012013 Flood Ins $279100- $128,207.30 $0.00 $0.00 $2,791.00- $0.00 $2,569.35 $0.00
Disbursement
06/112013 06/0112013 Payment Applied $1,253.16 $128,207.30 $182.61 $588.45 $482.10 $0.00 $5,360.35 $0.00
05/14/2013 05/0112013 Payment Applied $1,253.16 $128,389.91 $181.77 $589.29 $482.10 $0.00 $4,878.25 $0.00
04/162013 0410112013 Payment Applied $1,253.16 $128,571.68 $180.94 $590.12 $482.10 $0.00 $4,396.15 $0.00
0328/2013 04/012013 City Tax $424.76- $128,752.62 $0.00 $0.00 $424.76- $0.00 $3,914.05 $0.00
Disbursement
03/122013 03/0112013 Payment Applied $1,253.16 $128,752.62 $180.12 $590.94 $482.10 $0.00 $4,338.81 $0.00
02/132013 0210112013 Payment Applied 101,253.18 $128,932.74 $179.30 $591.76 $482.10 $0.00 $3,858.71 $0.00
0111512013 0110112013 Payment Applied $1,253.16 $129,112.04 $178.48 $592.58 $482.10 $0.00 $3,374.61 $0.00
1211412012 121012012 Payment Applied $1,227.65 $129,290.52 $177.66 $593.40 $456.59 $0.00 $2,892.51 $O.OD
1112712012 121012012 Payment Applied $459.08 $129,468.18 $0.00 $0.00 $459.08 $0.00 $2,435.92 $0.00
11/142012 11/01/2012 Payment Applied $1,227.65 $129,468.18 $176.85 $594.21 $456.59 $0.00 $1,976.84 $0.00
1011012012 101012012 Payment Applied $1,227.65 $129,645.03 $176.05 $595.01 $456.59 $0.00 $1,520.25 $0.00
09/04/2012 09/0112012 Payment Applied $1,227.65 $129,821.08 $175.24 $595.82 $456.59 $0.00 $1,063.66 $0.00
08202012 08/012012 School Tax $2,181.40- $129,996.32 $0.00 $0.00 $2,181.40- $0.00 $607.07 $0.00
Disbursement
https://carenet.fhfismd.com/pnc/MenuServlet?MenuID--CNAV312%2C2e/92C0%2C+%2C... 5/17/2014
l r nt Loan Information Page 1 of 1
Current Loan Information
Loan Number:0006101397
Property Address-.4 LEEDS RD
NEVJVILLE, PA 17241-0000
Borrower Name:JEFFREY 0 LAU
Co-Borrower Name:LESTER D LAU
Please use the left navigational bar to return to the previous screen.
General Loan Information
Current Principal Balance $126,142.53 Current Interest Rate 5.500%
Loan Origination Date 07/30/2009 Original Loan Amount $135,800.00
First Payment Due Date 09101/2009 Loan Type Conventional
without PMI
Maturity Date 082039 Payment Method Coupons
Payment Information
Scheduled Payment Breakdown: Last Payment Breakdown:
Next Payment Due 06/012014 Principal Received $192.03
Principal&Interest $771.06 Interest Received $579.03
Homeowner's Insurance(s) $302.75 Escrow Received $524.17
City Tax $35.40
Other Tax $186.02 For more detailed information,dick here
06/01/2014 Scheduled Payment $1,295.23
Payments received more than 15 days after the
payment due date may require a late charge of
$38.55.
If Next Payment Due date is in the past,additional
payments,charges and/or fees may be required to
bring your loan current.
Year-To-Date Totals
Principal $951.42 Property Taxes $436.71
Interest $2,903.88 Hazard Insurance $0.00
copyright x1 2000-2014.Lender Processing Servioes,ln4 All Rights Reserved.
https://carenet.fnfismd.com/pnc/MenuServlet?MenuID=CNAV311%2C2%2C01/o2C+%2C... 5/17/2014