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HomeMy WebLinkAbout02-0729 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 1'\-<6I-ID REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFlClAl... USE ONLY L- REV-1500EX{6-(0) lLE NUMBER 21 02 _ _00729 __ YEAA NUMBER COUNlY CODE DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) !z Eckert, Dean R ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ~ 07/31/2002 04/26/1940 ~ (fF APPLICABLE) SURVIVING SPOUSE'S NAME (L.AST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 195-32-2013 THIS RETURN MUST Be FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURJTY NUMBER ~ [ZJ 1. "'''''''D frlg:~ 4. o~ 00 6. ~ 09. Original Return Limited Estate Decedent Died Testate (Atlach copy ofWIJ) Litigation Proceeds ReceiVed D 2. Supplemental Return D 3. Remainder Return (date of death prior 10 12-13-82} o 4a, Future Inlerest Compromise (dale of death after 12-12-82) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (date 01 dealh between 12.31.91 am 1-1-95) D 11. Election to tax under Sec. 9113(A)(AU;>C/1SchO) iz w o z o .. ~ nus SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTEO TO: NAME COMPLETE MAILING ADDRESS G. Steven McKon1y FIRM NAME (If Applicable) G. Steven McKon1y, PC TELEPHONE NUMBER 119 Baltimore St. Hanover, PA 17331 717-637-8828 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, PartnershiP or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6. Jointly Owned Property (Schedule F) (6) 0 o Separate Billing Requested i= :5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ::> (Schedule G or L) t: Q. 8. Total Gross Assets (total Lines 1-7) ~ W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) a: 10. Debts of Decedent, Mortgage Liabilities, & Liens {Sd\edule l) (10) 11. Total Deductions (total Lines 9 & 10) ~ :;;0 N '-D " 129,900.~.._ j~'. O. .~... , O.~~ O. OU 10,765.&6 o VJ OFF~~NLY r.r. (':~ i:,t'~ c> '::,; t', - O.~:: g 0.00 140,665.00 (8) 22,313.00 35,211.00 (13) 57,524.00 83,141. 00 0.00 (11) 12. Net Value ofE$tate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 lax has not been made (Schedule J) (12) 14. Net Value Subject 10 Tax (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable al the spousal tax: 0.00 Z rate, or transfers under Sec. 9116 (a)(1.2) 0 B3, 141. 00 ;:: 16. Amount of Line 14 ta)(8ble at lineal rate ., ::> Amount of line 14 taxable at sibling rate 0.00 .. 17. :IE 0 Amount of line 14 taxable at collateral rate 0.00 u 18. X '" Tax Due I- 19. (14) 83,141. 00 x .15 (18) (19) 0.00 3,741.00 0.00 0.00 3,741. 00 x.OO_(15) x .045.- (16) x ,12 (17) 20. o CHECK HERE IF 'fOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451,OOO Decedent's Complete Address: STREr!T ADDRESS 6 Circle Drive CITY 1 STAlE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,741.00 0.00 3,500.00 184.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 3,684.00 0.00 0.00 TotallnteresUPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 57.00 A Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) " "I ~MakeCheCkPal!!b.!~.!':!L~GIS~OFWlLLS,AGENT ~J11li\1l111ll",..__III\IIlIIlIIIII_ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 57.00 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . 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? . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 0 [Z] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that t have examined this return, induding accompanying schedules and statements, end to the best of my knowledge and belief, it is true, correct and complete. Declaration of prepa r other than the personal representative is based on all information of which preparer has any Knowledge. ZlUREOF ON ES;jt!~,O:-'F~i:::~ ADORESS 905 Lancelot -t}~~ -Mec an;Lcsburg, PA 17055 SIGNATURE OF OTHER, EPRf; Yes D D D D [X] [Xl [Xl [X] [ZJ IX] No DAT C't.-~ -C~ ADDRESS , Hanover, PA 17331 DATE 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 surviving spouse is 3% 172 P.S. ~ 9916 (a) (1.1) 011. 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% [72 P,$. ~ 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 twenty-one 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% [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%, except as noted in 72 P,S. ~ 9116(1.2) [72 P.S. ~ 9116(a)(1)]. The tax fate imposed 01"1 the net value oftransiers to or for the use of the decedent's siblings is 12% (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. 2W46461.000 Estate of: Dean R. Eckert Personal Representative Deborah M. Howells 905 Lancelot Drive Mechanicsburg, PA 17055 195-32-2013 REV-1sq2EX+(1-97} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Eckert, Dean R FILE NUMBER 21-D2-DD729 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 sel[, both having reasonable knowledge of the relevant facts. Real property which 1$ Jolntly~wll6d with right of survIvorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1. ALL that tract of land situated in ~ddlesex Township, Cumberland County, PA, being the same property which Dean R. Eckert and Susan A. Eckert, husband and wife, by deed dated April 12, 1989, and recorded April 13, 1989,in the Office of the Recorder of Deeds of Cumberland County, PA, in Record Book W33, page 938, sold and conveyed unto Dean R. Eckert. VALUE AT DATE OF DEATH 129,900.00 TOTAL (Also enter on line 1, Recapitulation) $ 129 900.00 2W46952,OOO (If more space is needed, insert additional sheets of the same size) REV.1508 EX.j. (1-97) . COMMONVVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 6STATE OF Eckert, Dean R FILE NUMBER 21-02-00729 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F, ITEM NUMBER DESCRIPTION 1. 1990 Chevrolet Blazer; VIN#lGNEV18KXLF173276, sold for $4,5DO.00 VALUE AT DATE OF DEATH 4,500.00 2 Refund car insurance: Erie Insurance Group 482.00 3 Tangible personal property sold at public sale; gross proceeds $4149.00 4,149.00 4 2002 Federal Income Tax Refund 160.00 5 Real estate taxes on decedent's residence (refund) 654.00 6 1978 Top1ine Trailer VIN#01943 sold for $150.00 150.00 7 Refund of escrow account after mortgage payoff: VNB Mortgage 670.00 2W46AD2,OOO TOTAl (Also enter on line 5 RfY'..aoitulation\ $ (If more space is needed, insert additional sheets of the same size) 10,765.00 REV-1511 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert r Dean R SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-02-00729 Debts of decedent must be reported on Schedule I ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Funeral services to Malpezzi Funeral Home. 7,787.00 B. AOMINISTRATNE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s} Social Security Number(s) I EIN Number of Personal Representative(s} Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Name: G. Steven McKonly 7,025.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 605.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Payment of utility bill: Comcast Cable. 40.00 8 Payment of utility bill: AT&T Wireless 32.00 9 Payment of utility bill: Sprint 50.00 10 'Payment of utility bill: PP&L 145.00 11 Payment of utility Dill: Comcast Cable 40.00 12 Payment of utility bill: Sprint 59.00 Tota.L Trom cont2nuat~on pages.._. b,",jU.UU TOTAL (Also enter on line 9, Recapitulation) $ 22,313.00 2W46AG 2000 (If more space is needed, insert additional sheets of same size) Estate of: Eckert, Dean R Schedule H, Part B -- Administrative Costs Item No. Description 13 US Postal Dept.: postage stamps 14 Payment of utility bill: PP&L 15 Payment of utility bill: Comcast Cable 16 Payment of utility bill: York Waste Disposal. 17 Home Depot: various supplies for decedent's residence (paint, brushes, well covers, molding, door knobs, flooring, etc.) 18 Payment of utility bill: Sprint 19 Lowes: various supplies for decedent's residence (garage door fixtures, molding, receptacles, paste, screws, etc.) 20 Associated Products: portable toilet for estate sale. 21 Auctioneer's fee for public sale. 22 Patriot News: classified ad for sale of real estate. 23 Carter's Lumber: various supplies for decedent's residence (aluminum downspout, hardware supplies, paint thinner, faucets, etc.) 24 K-Mart: various supplies for decedent's residence (Caulk, wire brush, hex rod, paint, etc.) 25 Payment of utility bill: PP&L 26 Gingrich Memorials: inscription for gravemarker. 27 Handy Hardware: paint tools 28 Tri-Bond Construction Supplies: driveway sealer. TOTAL. (Carry forward to main schedule) Page 2 21-02-00729 Amount 7.00 132.00 40.00 39.00 733.00 60.00 236.00 99.00 1,030.00 73.00 225.00 38.00 132.00 80.00 6.00 92.00 3,022.00 Estate of: Eckert, Dean R Schedule H, Part B -- Administrative Costs Item No. Description 29 Members 1st Credit Union: checks for estate account. 30 Payment of utility bill: ~ddlesex Township Municipal Authority (water & sewer) 31 Payment of utility bill: PP&L 32 Giant: supplies for decedent's residence (balloons for open house) 33 Castles Lumber: formica for kitchen in residence. 34 Patriot News: classified ad for sale of residence. 35 Patriot News: classified ad for sale of residence (open house) 36 The Carlisle Sentinel: classified ad for sale of residence. 37 Payment of utility bill:PP&L 38 Patriot News: classified ad for sale of residence. 39 Payment of utility bill: ~ddlesex Township Municipal Authority (water & sewer) 40 Payment of utility bill: PP&L 41 Patriot News: classified ad for sale of residence. 42 Payment of utility bill: PP&L 43 Home Paramount Pest Control: extermination of carpenter ants (required for sale of residence) 44 Patriot News: classified ad for decedent's residence. 45 Patriot News: classified ad for decedent's residence. TOTAL. (Carry forward to main schedule) Page 3 21-02-00729 AInount 7.00 79.00 44.00 7.00 170.00 73.00 20.00 107.00 161.00 16.00 79.00 36.00 39.00 151.00 398.00 29.00 51.00 1,467.00 Estate of: Eckert, Dean R Schedule H, Part B -- Administrative Costs Item No. Description 46 Deborah Howells: reimbursement for satisfaction of mortgage at Cumberland Co. Courthouse 47 Mi.ddlesex Twp. Municipal Authority: utility bill (final water & sewer) 4B PP&L: utility bill 49 Sewer/refuse from 03/0B/03 to 03/19/03 50 Notary fee re, sale of decedent's residence. 51 Transfer taxes re, sale of decedent's residence. 52 2003 real estate taxes paid at time of settlement of decedent's residence. TOTAL. (Carry forward to main schedule) Page 4 21-02-00729 Amount 27.00 59.00 241.00 7.00 6.00 1,299.00 402.00 2,041.00 REV-151~EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert, Dean R SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FilE NUMBER 21-02-00729 Include unreimbursed medical exoenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Mortgage payment to VNB Mortgage; outstanding check. 742.00 2 VISA payment to Americhoice FeU (medical bill) 121.00 3 Nephrology Associates: professional services. 246.00 4 Quantum Imaging & Therapeut~c: professional services. 7.00 5 Associated Cardiologists: professional services. 3.00 6 Moffitt Pease & Lim: professional services. 16.00 7 Shepherds town Family Practice: professional services. 48.00 8 Pinnacle Health Hospital: professional services. 830.00 9 Moffitt Pease & Lim: professional services. 507.00 10 Quantum Imaging: professional services. 53.00 11 Nephrology Associates: professional services. 36.00 12 Mortgage balance at DOD: VNB Mortgage 32,395.00 13 Moffitt, Pease & Lim Associates: professional services. 188.00 14 Pinnacle Health Hospitals: professional services. 13.00 15 Associated Cardiologists: professional services. 2.00 16 PA Dept. of Revenue: 2002 state income taxes. 4.00 2W46AH2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 35,211.00 REV-1513 EX+(9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA ItfiERlTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eckert Dean R NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS {include outright spousal distributions, and transfers under Sec. 9118 (a) (1.2)] Howells, Deborah M 905 Lancelot Drive Mechanicsburg, PA 17055 1. 2 Eckert, Dennis R. 173 Beetem Hollow Rd. Newville, PA 17241 FILE NUMBER 21-02-00729 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) child chi~d AMOUNT OR SHARE OF ESTATE 41,571.00 41,570.00 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET 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. 2W46AI1.000 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 ~ c ';\ /7 '\\( LAST WILL AND TESTM1ENT OF DEAN R. ECKERT I, DEAN R. ECKERT, of the Township of Middlesex, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do mal(e, publish and declare this my Last 1'lil1 and Testament, hereby revoking and making void any and all prior vlills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same oan be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my two (2) children, to wit, to my daughter, DEBRA M. HOWELLS, and to my son, DENNIS R. ECI\ERT, share and share alike, per stirpes. LASTLY, I nominate, constitute and appoint my daughter, DEBRA M. HOWELLS, Executrix of this my Last Will and Testament, and direct that she be excused from posting bond or other security for the faithful performance of her duties in any jurisdiction. -1- IN WITNESS WlillREOF, I have hereunto set my hand and seal this ~ day of December, A. D., 1993. R~ If c1~ Dean R. Eckert J SEAL) Signed, sealed, published and declared by the above named, DEAN R. ECKERT, as and for his Last Will and Testament, in the presence of us, who have subscribed our names hereto as witnesses, at the request of said testator, in his presence and in the presence of each other. -2- COMMONWEALTH OF PENNSYLVANIA COUNTY ~~, CVMBERLAND , ) 55. ) I, DEAN R. ECKERT , the testat or whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and volun- tary act and deed, for the purposes therein contained. Sworn and affirmed to and ackno~ledged DEAN R. ECKERT , the test at or day of December , A. D., 1993. before me by "this l'Irh /0f~r ~~ SS. NoIBrIaI Seal I_~ Kay Eakin, ....... P\.IJIIc ~Boro,Q,~ColK1ty My Commission EJcpires Nov, 5, 1997 , PamsylvanlaAssodation of Notaries COMMONWEALTH OF PENNSYLVANIA , :..,l,k' :1... ) COUNTY OF CUMBERLAND ) He, the undersigned, J. ROBERT STAUFFER and ERIY.A L. LEVENHAGEN , the witnesses whose names are signed to,the attached or foregoing instrument, being duly qualified according>to law, depose and say that we were present and saw the testatOr, DEAN R. ECKERT , sign and exe- cute the instrument as his~ Last will and Testament; that the said testatoY' , DEAN R. ECKERT , executed it as hislltill:X fxee and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testator ,signed the Will as witnesses; and that to the best of our knowledge, the testatOr was, at the time, eighteen (18) or more years of age, of sound mind, and under no constraint. duress or undue influence. mc:L ~ "".(ir,'J---:'::: ' Sworn' and 'subscribed to before me, this ,\ ,,/ 'f T< day of December , 1993. M9d~ ',~~ MyCanmlSSlon EJcpires Nov,5, 1997 Assoriminn.t'lOJnmri~ OMS NO. 2502-0265 ...-. rA- . B. TYPE OF LOAN: U.S. DEP!'-RTMENT OF HOUSING & URBAN DEVELOPMENT l.QFHA 2.IJFmHA 3 [gICONV. UNINS. 4.DVA 5.DCONV.INS. 6 ~~~n~~~B~~R I 7. LOAN NUMBER: SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: (('1 ,- C. NOTE: This form is furnished to give Y'?u a statement of actuaf settlement costs. Amounts paid to and by the settlement agent are , P )f' Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the to~. 1.0 3/98 (CAD03144 SMRPFO/CAO03144 SMPJi6j D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: GREGORY J. RAMEY and ESTATE OF DEAN R. ECKERT HOME STAR MORTGAGE SERVICES LISA E. RAMEY G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1638737 I. SETTLEMENT DATE: 6 CIRCLE DRIVE CRAIG A. DIEHL, ESQUIRE CARLISLE, PA 17013 March 19, 2003 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 3464 TRINDLE ROAD CAMP HILL, PA 17011 UMMA Y F R OW 'S ANSA TI N K. SUMMA Y ~E~'S RANSACTION 101. Contract Sales Price 129,900.00 401. Contract Sales Price 129.900.00 102. Personal Prooertv 402. Personal ProDertv 103. Settlement Charaes to Borrower (Line 140m 3,735.09 403. 104. 404. 105. 405. 106. Cltv/Borouoh Taxes to 406. CitvlBorouoh Taxes to 107. Countvlfwc Taxes 03/19/03 to 01/01/04 323.54 407. CDuntylfwp Taxes 03/19/03 to 01/01/04 323.54 108. School Taxes 03/19/03 to 07/01/03 330.89 408. School Taxes 03/19/03 to 07/01/03 330.89 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 134,289.52 420. GROSS AMOUNT DUE TO SELLER 130,554.43 200. AMOUNTS PAlO BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Oeaoslt or earnest mone\l 2,000.00 501. Excess DeDoslllSee Instructions\ 202. Princloal Amount of New Loan(s) 129,900.00 502. Settlement Charces to Seller lLine 1400\ 1.765.46 203. Existino loanls laken sublect to 503. Existing loanlsf laken subiectto 204. 504. Payoff of first Mortgage 205. 505. Payoff of second Mort aae 206. 506. 207. 507. lDeoositdisb. as oroceeds) 208. 508. 209. Closina Costs Paid Bv Selier 509. Closina Costs Paid Bv Seller us men s or ems n 8' e er u en s or ems n 8' e er 210, Cltv/Borouah Taxes to 510. Clty/Borouah Taxes to 211, Countvlfwc Taxes to 511. CountylfwD Taxes to 212. School Taxes to 512. School Taxes to 213. SewerlRefuse 03108103 to 03119103 7.25 513. Sewer/Refuse 03/08/03 to 03/19/03 7.25 214. 514. 215. 515. 216. 516. I 217. 517. I 218. 518. 219. 519, 220. TOTAL PA/D BY/FOR BORROWER 131,907.25 520. TOTAL REDUCTION AMOUNT DUE SELLER 1.772.71 300. CASH AT SETTLEMENT FROMITO BORRO ER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Une 120\ I 134.289.52 601. Gross Amount Due To Seller lLine 420\ I 130.554,43 302. Less Amount Paid By/For Borrower (Line 220) I( 131.907.25) 602, Less Reductions Due Saller (Line 520) II 1,772.71 303. CASH ( X FROM)( TO) BORROWER I 2,382.27 603. CASH ( X TO) ( FROM) SELLER I 128,781.72 The undersigned hereby a~~ledge receipt of a c~ted copy of pages 1&2 of this statement & a1a!J~~7Yt~"L ,1 tJ Borrower __. ~_ ' <;>1?, Seiler' i L.n,,/, GF ~GOR~ J~M~f:J -/ ~ST ATE OF DEAN R. ECKERT I.. ~o.... "L. ~ . USA E. RA!'v1EY a ....... HUD-1 (3-86) RESPA, HB4305.2 -- Pa"e2 L. SETTLEMENT CHARGES , 700. TO'1'AL COMMISSION Based on Price < IiJJ '10 PAlO FROM PAID FROM Division of COmmission mne 700) as Follows: BORROWER'S SELLER'S 701. $ to FUNOS AT FUNDS AT 702, $ to SaTTL.EMENT SETILEMENT 703. Commission Paid at Settlement 704. \0 o .ITE S PAYABT~IN"O CT WlH nAN 801. Loan Oriaination Fee 1.0000 % to DAVID GRACE & ASSOCIATES POC $1 ,299.00b 802. Loan Discount % to 803. Appraisal Fee to CHARLES GARNER POC $250.00b 804. Application Fee to DAVID GRACE & ASSOCIATES POC $395.00b 805. Administration Fee to HOME STAR MORTGAGE SERVICES, LLC 595.00 806. Flood Certification Fee to HOME STAR MORTGAGE SERVICES, LLC 20.00 807. Broker Credit Report to DAVID GRACE & ASSOCIATES POC $30.00b 808. 809. 810. 811. ,~O . I Tn BF; PAil A V 901, Interest From 03/19/03 to 04/01/03 @ $ 35.411000/day ( 13 days %) 460.34 902. Mertes e Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to 904, 905, 10no. R D~pn~IT D WITH LE R 1001. Hazard Insurance months $ oer month 1002. MortMne lnsurance months $ ner month 1003. Cltv/Borouoh Taxes months $ ner month 1004. Countv/Twn Taxes months $ ner month 1005, School Taxes months @ $ per month 1006. months $ oer month 1007. months @ $ per month 1006, months tfi) $ oer month 11 . TI CH~ 1101, Closinn Service Letter to FIRST AMERICAN TITLE INSURANCE COMPANY 35.00 1102. Courier Fee to 1103. Wire Transfer Fee to CRAIG A. DIEHL, ESQUIRE 10.00 1104. Title Insurance Binder to 1105. Document Pren"ration to 1 1 06. Notarv Fees to CASH 12.00 6.00 1107. Attorney's Fees to (includes above Item numbers: 1108. Title Insurance to CRAIG A, DIEHL ESQUIRE 04/05-022733 1 006.75 rincJudes above item numbers: 1109. Lender's Coverage $ 129,900.00 1110. Owners Coverage $ 129,900.00 1111. Endorsements 100, 300, 8.1 to CRAIG A. DIEHL, ESQUIRE 150.00 1112. 1113, 11700. GOV 1201 , Recording Fees: Deed $ 36.50; Mortgage $ 66.50; Releases $ 105.00 1202. CIIV/Counlv Tax/Stamns: Deed . Mortnaoe 1,299.00 1203. Slate Tax/Slamos: Revenue Stamos ; Mortaaae 1,299.00 1204, 1205, Recording Service Fee to CRAIG A, DIEHL, ESQUIRE 10.00 1301, Survev to 1302, Pest Insneetlon to 1303, 2003 CounlvlTwn Taxes to NANCY SHEIBLEY, TAX COLLECTOR 401.63 1304, Water/Sewer 112130 - 3/7/03) to MIDDLESEX TOWNSHIP 58.63 1305. Payoff Outstanding Debt to MCI COLLECTION ACCOUNT 30.00 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103. Section J and 502. Section K) 3,735.09 1,765.46 Certified to be a true copy, (CAOO3144_SMRI CAD03144_SMRJ 16) II &-,-/,-3", / DEAN R "!J~ilCKERTlf j!.. " 6 CIRCLE DRIVE TO CARLISLE, FA 17013 HARRIS SAVINGS BANK MIDDLESEX Township, CUMBERLAND County o w ::3 ::;;::> ::.0 >-' . >-' ': . ~ ~;, \~r . !: pl ~.-I ~ ~n :j~' C> ~"l ~ o It; c:: t:? c, :::: r111- -I rn n~ -;'~ g ;:.1 , MORTGAGE SATISFACTION PIECE Made this 6th day of March 2003 Name of Mortgagor{s) Dean R. Eckert Name of Mortgagee{s) Harris Savings Bank Name of Last Assignee{s} Valley National Bank :=;:> :::3 <.D <>0 -J Date of Mortgage January 6, 1993 Original Debt $64,500.00 Mortgage recorded on January 11, 1993 in the office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Mortgage Boo~ Vol. 1112 Page 911. *Last assignment recorded on August 29, 2002, in the office of the ~~~~r~elf~~ ~:~tr3~:5.cumberlanj County, Pennsylvania, in Mort~age "." **Mortgage Premf~es: 6 Circle Drive, Carlisle, PA 17013 The undersigned he_;\,eby certifies, ,that the debt secured by the above mentioned Mortgage has been fully paid and otherwise discharge and that upon' the recording. hereof said Mortgage shall be and is hereby fully and fgrever satisfied and discharged. In Witness Whereof, the common or corporate seal to be March A.D., 2003. said Corporation has caused its hereunto affixed the 6th day of Signed, Sealed and Delivered in the presence of: VALLEY NATIONAL BAN. K,,_,':f:!:-,.".;~'..':'..:":_"~\'" ,li/~! i': ~ .j ...,." ,,.' ." '~" ~-e:f-,1..t1~/:i':l:'>-:: '~.\~' '\\ Donna Finc , Vice pr~siW" n~. ~;~ill 1 .. ~~~IW~ II, ",",it ' f'\ ;,...~" f:,;. . I" t JJ:jj' ;;r, .... III~'G l I, ~~ ' /4-./ V. ',p . J.G.~ 'r,~e8,. ~ ~ 'f'.:':.;~~::~~;;~:'::"~.':,~~ ::~~:' ........J\,.. l "'~:'~:':':.;~l'ti- '! ATTEST STATE OF NEW JERSEY I COUNTY OF PASSAIC SS: On!~the 6tj'" ,day of March 2003 before me, the undersigned officer~.,.),personJ . (...lY appeared Donna Finc~ who ac~nowledged himself/ herself;,ho be:' 1,I;he Vice President of Valley National Bank a corporation, an .>.that (s) he as such officer, being authorized to do so, executed "the foregoing instrument for the purposes therein contained by signing the name of the Corporation by hirnsel f /hersel f as such.~r': In Wi tness Whereof'.;'" I .,4iay~ Seal. " hand >::1 tJ,';:" '.M':!". .,.~", ~h" ..~~hH,~;~\:" ,~-J' ~:':I' 'i"r. l.(X$""" .......\:;) ,'i:,:,- 1 '~l"Jd\.'~~'ri!\.~;'.t~<" ),'i,' _~r'_~,.r:'''':''''''''~ _:"..11 ~-" ;,\I'~'''' ,t':- :~~ ~,,<. .i'",,~ . . ,...,--..'. ""'.'.,'. ,,'" ~"'. . r.}"~1o',,"" '''!~A' -' ~Cvt~~:t;kiiK~t-:. ... D1l11lJRAliANN RIc;cA C iiOTARYPUBLIC OF NEWJERSBY BOD~ 69::> PAIiE lS'i'OMvCommlssio" E"l'itesDeo.6~20m CG'b....... ~~ j1. rr: " !1 .' . I , ("," (j \-:'0 -"1St.? -- '\\ , ,)0 .,---., '0 ,~ .3 -1f-IJ.3 . . .[)l'ii~"1f1\S MORiGAGE IS FULLY S~i\SiI:'n ". -m /3 .::t,f_ ~-C' --"~f~ 'C ( {CCr,)l'J,:'r..I,i,',~ (Space Above this Une For Recording Data) , MORTGAGE THIS "ORTJ~ rs.oudly 1.......) ~ given en .......................J.~_~....................................................................... '9 ..9.3................... . Themortgagorls....;'.........................,q,ea.n.B..Ec:k211......................................................................................................................"..............".. .............."."....... .....................................m......................m...........................".................."..........".............."................................................................. ..."........................................."..... ........................."..".........................,............................"'....................................................................................................."............ .".................".....rBorrower.). This Security Instrument Is given to .,...."........,....".t\,FI.$.,S.a'l(jn~$..aank..,.......,.....................'......:........'..................'...'.................,...,...................., ............... ........................................".................................................................,............................................................................................ ....,...........................................,,"... whlQh Is organized and existing under the laws of ....!..f..eOJ:lfiylv.anla................................. and whOle address Is .................................................................. .......................S~cQo.d.4.P.1oe..SJr.eelL.....................Har.ri.o.bl.lrQ,..P.I.\...IZIO.1................................................................................................ rLend.,). Borrower owes Lender the principal s1:'m ot ...................alKl.y,.EoJ.lr..TJ:\o.usand..arn:l..llo./.1D.O.~;::=:-.~::::-::~.............................".............."............ ..........................................................................................................:........................................................... Doll&<. (U.S. $ ......6!I.OOll,O.O............................. ). This deblls evidenced by Borrower's note daled th'.lsame date as this Security Instrument rNote" Which provides tor monthly payments, with the full debt, If not paid earlier, due and payable on .."....~.J.t.....~.9.9.!L................................... . This Security Instrument aecures to Lender: (a) the repayment of tne debt evidenced by Lilli Note, with Interest, and all renewals, extensions and modifications of tile Note; (b) tile payment of an oUlar sums, with Interest, advanced under paragraph 7 to pfOtect the security of 'Itlls SecurltY Instrument; and (c) the performance of Borrower'B covenants 8lld agreemente under 1hls SeCUrity Instrument and the Note. For UlI. purpo.., Borrower does IMreby mortgage, grant and convey to Lender 'Itle following deSC1lb&d property located In .........................Cumbarland........................... County, Pennsylvania: The legal description which is attached hereto, made a part 'hereof and marked. Exhibit IIA". , ~, jf~ ,\.,' ,c <, ~.:; :::" ~;~ rTl :~ /1'1 Cl r:', ::':'I::") l; E ~::; :,: ~) :::..J ", <:""> c, I.J 0;::) .., ..- c: CI )'} ...::rT1;__:: "-:-i nl r"l ':...t= ',,;~ ~ ~:;J . NI;-~ ')... lO c.> <- = :z:: ...... ...... ~ ::3 .I->c I-> Pennsylvania ..............l1.Ql.:3.................................. rProperly Address.); (ZIp Cor:leJ TOGETHER WITH all U1e Improvements now or here.fter erected on U1e property, 'and all easements, sppurtenances, and fixtures now or hereafter a part of the property. AU replacements and additions shall also be covered by ~ Seoutlty ln8frument. All of the 'OIegoJng Is referred to In tills Seourlty Instrument aa the .Property." . BORROWER COVENANTS that ~rrower Is lawfully seised of the estate nereby conveyed and nas the right to mortgage, grant and convey the Property and that 'Itle Property Is unencum~red, except for encumbrances of reOOfd. Borrower warrants and will defend generallv the title to the Property agafnBt alf claims and demands, subject to any enoumbrartOU ot record. .' THIS SECURITY INSTRUMENT Iblnea uniform covenants tor national use anct non<unlfctm covenants with limited varIations by JuriSdiction to constlt uniform lec $Y Instrument covering real property. ; ~, I ~ ftNNSYLVAM..\-Shlple Fa .11y.FNMA/FHLM9 }\IIFORM INSTRUMENT Page 1 of 5 pagel Form 3039 9f;lCl PA01.PRM (tl3J91l FlTECti,>, ',iL, ;;:' hnnKt 11?- rACE ll11 - I \ , , , i \ i i ~ ! I I , , f , /" , . Exhibit "A" ALL THAT CERTAIN erected situate Pennsylva~ia, more to wit: :. BEGJ~NNING:\': at "a point on the west side c:.f Circle Drive on the her$inafte! mentioned plan of lots which point is at line of Lot No. 9 on s,aid plan; thence by the line of .Lot No. 9 in a westerly . direction 210.10 feet to a point; thence by the line of Lot No. 11 on said plan in .a northeasterly direction 226.4 feet to a point; thence by a curv~ to the left in an easterly direction 88.3 feet to a point on the west side of Circle Drive; thence by the west side of Circle Drive in a southerly direction 210.0 feet to a point the place of BEGINNING. tract of land with the improvements in Middlesex Township, Cumberland particularly bounded and described, as thereon County, follows, ~ BEING Lot No. 10 on the Plan of Country Club Acres which Plan is recorded in the Cumberland County Recorder's Office in Plan Book 7, Page 43. HAVING THEREON ERECTED a dwelling house known as 6 Circle Drive. BEING the same premises which Dean R. Eckert and Susan A. Eckert, husband and wife, by deed dated April 12, 1989 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Dee<t Book,33-W, Page 938, granted and conveyed to Dean R. EGkert, BorJ...~werl~e..rein. ~l,. :" '" ".t'. _j:, ',r; ,\:i.: " ;'. .~' :/ ':......"'...\......... \ ............ . '..', ~ I. I \. c' ',. I , ' (', ~ I ( ; t.' , . . . () II ',". ..' I ': . ~t. ~ :'" / ',j'" -1", \''- j'~ ! . f'~ ~,,-, , "\I".L. ;..,. .; , : I)l ",r ", ,,~';,," .:"U .:to /f'; i/.,;. " 'C;','" ;",~ (/ ,,' ..,~~ ;/; , """I." " _,....j .....J .i(:_:,'.' . (,'.' \: .",';;,.: ,'I, ~(), :.i'.,,;.;;'.,.''-.'.;,.'J.~ ,:.",._J__",~::,. ',";, '. \ - '.'.oIl"!................ ,r, ii, " .J vJ r'~,nn.nyi\'~nill } SS ."tv I,'I~ Curnlrerland '~"". ", :';'\'.I';'I..,,~i,~:r:r~;:)~~'~~O:~~;~;7g of l).}<>\b , ,>~-:/j __k-\h" .._._ P':Jj'.J-~:ilL " ':"'.i."'d'(~"""IU'''~I~:O{~Of. ,O"t.. if, "~'" __I, -_.__ U',:IY 0 .", 1J;':/-L. /;,~e}I.l?-,.::?'~ ,/;-" '". ,..'~~ ~._~___~...r...:.: . .,', H>1lcord<IJ( c:> I,tt"!:'" ,~i ~:, ,I . 'J < ,',\;:, WUKH1? rAM, S.tG L. .~~" ~( , '. l:~ "I'.' ,~ ' "J'I- 24. Re(nstatemenf Perfod~," Borrower'. II'M to telnstat. pTovlded in paragraph 18 shaJlell.tend to on. hour prior to thll cor~imenc.m.nt of bidding at a 8herll1l,. sal. or other sale pursuant to this Security Instrument 25. Purchase Money Mortgage. K any of the debt secured by this Security Instrument Is '.nt to Borrower to acquire title to the Property. this Security Instrument shall be a purcllau money mortgage. 26. Interest Rate After Judgment. Borl'l:>wer agr..s that the lntereSl rate payable after.. judgment 18 entered on the Note or In an action of mortgage foreclosure shall be the rate payable from time to time under the Note. 27. Riders to this Security Instrument; If one or more rider. are exeouted by Borrower and recorded together with this Security Instrument, the covenants and agreements of each such ,ider shall blllncorpcrated Into and shall amend and supplement the covenantB and agreements of this Security Instrument aa If the rlder{s) were a part 01 thIs SecurIty Instrument [Check applicable box(e.)] 0 Adjustable Rate Rider 0 Condominium Rider 0 1-4 Family Rider 0 0 0 , Gracluated Payment Rider Planned Unit Development Rider B1WHkly Paym~t AIds1 0 Balloon Rldet 0 Rate Improvement Rider 0 Second Home Rider EJ Other(.) (ap.ulfyj " Blchibit: nA". ' BY SIGNING BELOW, Borrower aOOftpts and .,..,rees to the terms and c:ovenJUltscontalned In this Seourlty Instrument and In any rlder(s) executed by Bot'OW81 and recorded with It. Witn...." ,.~ A . '''....'''':<''~..,,:''':..''~I~':'''''L, "':""i~""'"'''''''''''''''''''''' II '., . ~ I" ,"":JUi<,,' ," " ill ,: i !I'~ .....................................,~.:',......................;..r:"...................... 'i., ".iP~",J1....<!~"""......"",,......(S..'1 Dean R Eckert .Borrower Social Security Number ......................................................................... .............................................................................................................(Seal) -Borrower Social Security Number ......................................................................... "".."""......"""."""""....".""""....",,,,,,,,,,,.....,,,,,,.,,,,,,,,,,.....,,,,......"".IS.~I -Borr<IWer , . Soclal.Securlty Number .............................;............................................. ..',Y'. "~' 4..",-' I '~..............i......................:...........................................................,............(Seal) -Bo11ower Social Seourlty Number ......................................................................... ;t. ,[Space Below Thla Line For Acknowledgment) /~J:i,~r::';1',.,' ,:' .. .' ,."'s' ~\(\ AU.', '1'1 ".'......:,.:.':~' /'e6~~~tJ?~.. OF'PENNSYINANIA: ~. ~OoUNTY "F, 'CUl'iBE:RLAND : s s , ~ ;~r' f ::.\:;,t'~~. :'j/,.;:", t ' '~.',:'i s: :."'.,o.n(.~'Ij~ii";the~~h day of January, 1993, before me, the \,U~"S~ii'"'d.,i)f.'cer, personally appeared Dean R. E:ckert, Single \ti~rs'oii:' ~!ln :, " me (or satisfactorily proven) to be the person "'Whose,.! e",ols Ei' scribed to the within instrument and acknowledged . '.~:th~t:' h'e~~"execute'a the same for the purposes herein contained. )';,1 .' ',","NA':' ;; \ I,'N,;.witne6l5j'~:~hereof I' I Title of . NOTM/"'- SEAL MNDI L, LEHKER, NOTAllV PUBLIC CAllLlSL! BOAD" CUlIBlnl.\NOCDUNTV AIr COAlI/ISSlOt/ !l<l'Ioes F 80 V .1993 ox 1711, Harrisburg, I hereby certify that the precise address (Lender) is: Second and pine Streets, P. PA 17105-1711. Rob E:sq. ,...,';'1.''-' }J,' Forll'l3039IlJ9D r.i.\.~~.tf~:RM (03/91) FITECH. Pa~e5 of 5 PlIgell _1112 r~CE f.l15 , I I, I I' ~ " I i i I I, I ! I'; j Register of VViils Of CUMBERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS EstateOt DEAN R. ECKERT ~. 21 -02- ~2q ~~~ late of Middlesex Township, Cumberl a n d County , P A , Deoessed Social Sscutity No. 1 9 5- 3 2- 2 0 1 3 ooon.r(a), who war. to yeah of aQ. or oid~r, appy(ha) lor. (f~OMPLETE'A' OR 8' BELOW:) 0 A. Probato and Grant of Letters Testamentary and awr that Peti'tioner(s) ittatra the exsaut r i xnamed in the last IIKiI of the Decedent dated December 1 4, 1 9 9 3 1~;~~il~x 9W. nbwx otrnnatarna, ~~„ earx+dmfon, d.oA d .aweor. ~ -. Except as 1oAow:, Decedent rid not marry, was not dvorced, and did not have a child bom or adopted after exewtion of the documents oflered for probate; was not the victim of a lulling and was never adjudcated incompetent: ^ B. Grant of Letters of AdminisVation (dhn.e.ta; pM+d.ros [t.; Ourarn. ma.ra • dunvw trtralaY Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the folbwin9 spouse (A any) and heirs: Decedent at death owned property with estimated values as bbows: (It domialed in PA) AA personal property (If not domipled in PA) Personal property in Penntyhrartia (h not domiuled h PA) Persona! property in County Value of real estate in Pennaytwnia situated at foAows: g 10,000.00 i 1120.000.00 Wherefore, Petitioner(s) respectluAy request(s) the probate of the last Will and ~p1(a) presented with this Petition end the Arent of letters in the appropriate form to Cte undersigned: Decedent wa: domiciled at death in Middlesex Township, Cumberland _Counry Pennsylvania, with hisAter last family or principal res'denoe ai 6 Circle Dr. , Carlisle, PA 17013 (6st aoaat, numt»r and mtniopalny) Decedent, then 62 years of aqe, died July 31 1002 ~ Harrisburg Hospital, Forth.RW-, Papa 1 of 2 1 ~ - 0 ~ - I~ Prepared by C» PfMfylVafua Baf Asaoaiabon 11101 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the torepoinp Petition are true end correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and tru~administg~ the estate acoordng tg law. , Swom to or affirmed and subscribed before me this -1~T.rd?y of AUGUST 2002 the Debra M. Howells No. 21-02- "1J ~G~ Estate 01 Dean R. Eckert Deceased Social Security No: 195-32-201 3 Date of Death: 07-31-02 AND NOW, August 14 , ~~ 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me. R I.S DECREED that Letters Testamentary 0 Of Administration p~rd~tb tu; dunnt~ uw~ are hereby granted to Debra M. Howells in the above estate and that the instrument(s) dated December 14 , 1993 described in the Petition be admitted to probate and filed of record as the fast tiYl! of Decedent. FEES Letters 238.00 ..................... ;s Short Certificate(s) .... ; 15.00 Renunaation ............ ~ Affidavits ( ) ............. S Extra Pages ( ) ......... t 6.0 _ coaal ...................... ~ _______ 5.00 JCP Fee ................... i_.__ _ trnentory .................. Z. Other ....................... S TOTAL ............. S 261 .00 ~; ~, Attorney: G' LD. No: 2480 ~~ ~.,~ 't Address: 119 Baltimore St. Hanover, PA 17331 Tolophcne: 71 7-637-8828 Form aRW-7 Paps 2 012 Pr~par~d by Crs PerruyNania Ba- Aawostbn 1901 -his is to certify that the information here given is con-ccdy copied from an original certificate of death duly filed with me as 1_ocal Registrar. The original certificate.. will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this cettificate, $2.00 P ~4~3108 No. I "YPE.PRINT ~N PERMANENT BLACK INK fl Local Zegistrar t_TJ/-A~1,c~~ :a!, v( U[~ ,yam are COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH I+IOS,aaRa. uaT 9TATF f~lE W NAME OF OECEDEN7Ifxp.Mbaa.l~1 SE% SOCIAL SECURITY HUMBER DATE OF OEQH~MCM,Day, Ta11 ,. Dean R. Eckert _. ~. /9S- - 3~ -ao~ 3 •. wGE ltaa Bx%'naYl lyNOER 1 YEM ,1110ER I DAY GATE a BNRH BWTMPIACE ICay an0 PUCE OF DEATH ICMd1 nvy ana-,aa ~nsuuclma mraMi xNl M•Mr . Days Ilaua s MierlM 'Ma'm~'.'flarl $brpFuwgn Ca«etYl /1OSPITIIL' -- OTHER C y. 62 Yn_ L 4 /26/ 1 940 , , ~ IIIpaIralM ~ ER'Ot%paINIK ^ DDA ^ Nwo~. ^ Raabnu ^ ~l ^ COVNTY OF DEATH CRY, BORO. TY/P OF DEATH FACILR\' NAME I%MI mvnmon. Drva a%aN atr nmGpr VMS D ECEDENT OF MSPMIC ORK3W7 RACE - AmarteNt Yvlian, Black WIrP. at. R R - w Dauphin w Harrisburg ~ Harrisburg Hospital M~iatwon•Pt~wn^oRgM~i. ~~~ ,sP.uYl White E. „- OECEOEM'S USUAI OCCUPATION %IND OF BUS,NESSANDUSTRY Ma1$DECEDENT EVERW OECEOEM'S EDUCATION MAMAL 97i1TU8-FIa1,nA SURV,VEI6 SPOUSE (CrvaWdvr«L U«r dr+q anal U.S.MMED FOR,yC~ES7 Nav«Martg4 NAEenrE, pvAa. tpvanNgNtrtNM1 d,votMitE W; tq n« w ~aE l E~I~ C•Mq DAO.ueF„pargp Ha ^ NP L`9 - ,,, Coordinator ,,., IBM ,:. , . 10`D'~ °'«bx' ,.. Divorced ,.. DECEDENT'S MAllNK3 ADOREBB ISMM. GpTOVn. $hla. Zp CO41 DECEDEM'S I,~,l, ,~ „ ~ Pennsylvania Middlesex n ® 6 Circle Drive , ~ ,,,P. w.e.t.a«w.Eit a. oIS RESIDENCE bc.E.N Carlisle, PA 17013 •~ ~ . GtunUerland a>w~i ^ ~" ~~. ,,. . d MYA•t.. FATHER'S NAME (Fia MrOtIN. LA,I) MOTHER'S NAVE IFSaI. Mil«a. MaWt $rnY1r1 ,.- George Eckert ,E- Susan Anderson INFORMANT'S NAME t<rPNPTM wsoRMANrS MAEIIM ADDIE$S,$.aal CEY/fowl. Slra. Zq Dotal ,Ea, Deborah M. Howells 905 Lancelot Avenue a1ETraoaFasPaSfrlIpp~~ DREaFDISPOSITTDN PLACE DFasPOefr10N-NalnadC«n««ylCranNary LOC/EION-D~WgAO,SM,a.Zgcaaa etnrl~J cT.ntrgn^ Raaloaa,roatsw.^ o.%vrl «awlPMw ~W^^ O%tNp~P.cry, ^ August 10 2002 Mt Olivet Cemeter i F i ' hi , Era Es. . y E,a. ,,,. a rv ew Z owris 17070 SIGNRU F E PERSON ACT11q AS SUCH LICENSE NUMBER NAPE AND AOORE980F FAC0.RY ::,. E,,.FD-014889-L 1 Comps dams ap E1a DaM dmy YnarrOpa. MaBl ocwrrW a„M «,u. tla,a anE Plac•RMaA. LICENSE NUMBER DQE SIONE . ~ .aaaor Iana d n,am ' crMytatr.daaq. • ab TWIN f ~ /hivL~ .~~ MDN+"170© EEa Molrt. Dav. ,~rl z .f~l~Y 31St ZCUZ IHma ta~28 muNWeomplMaOW ME OF DEATH OREPRONOUNCED DEADIMOrxn. Day. Karl 1WSCASE REFERRED 70 MEdCAI ElUUA1NEfLCORONER7 • P•r•en van prorgwrcw MMK. „. Ca ~ S y O M >,. J-u T_Y 3 i sT 2 0o L >.. Y.. ^ w~{ 27. MRT L Enlar IM awaua. iryuria «wrtplicNi,na With uusw UIa tMaln. Do rol ad« IM nqh o1 eylnE, aucA ae cuss[ «n,pralory urnl. slack «MN hiur. I APpoagWa PART M: Dllur alErrkan mrdioru a•«rWiq q 4MA.ON l of enlY err Girl en aarr Nr. 1%Awal trl,Ya«t nel raaNS%IEnIM uM•MnB tytN Ivan it PMT 1. A I Aral a,N aaY1 WYEpAI E CAUSE (Fxlat , ;~'°„~,;,,;-. .. AGNTu MkoGARntn~ tN~a2<,rlc,.r ~ 12Heue> (yASTrcylNresslf.7A~ Rip art 101DR AS A COHSEOUENCE OF): ~l ~- E COtt'[/f~IARY 'yRTEKY DISeaSC ' D YagtS ~L'VGM s , ..u.tway%wtwnaaon. e - %avry, I••d^4 q imr6Ma DUE W Id1 AS A CONSEOVENCE OFI: _ canes EnIw UNDERLYWO ~ CAI/iE IO~a••a•ur+Wry c OUE TO,OR ASACONSEOUENCE OF): .____ T- aaeYpa+o•anl WT 0. _ 1 NRS M AUTOPSY YYERE AUTOPSY F WDBg3 MANNER Di DEATH GATE OF INJURY TIME OF WAJRY PLWRY AT VaDfIKi DESCRIBE MOw WAR1Y OCCURRED. PERFORMED? AYIAABLE %1101170 (MaMt. DaY. Yaarl OEATH~~uU~ NMUrY ® /1«n~ci0a ^ A Y ^ P r ^ y1a ^ 110^ ar cC anlitS gvaNfpalrn M YM ^ No® 'M ^ ,10 ® SuciOa ^ C•WAAdW WlarmxrA ^ . PUCE OF WJURY-AI Mnla, htm,WM.latgry. ONta IOCATIONI5tr4.Gly/6~t5W1 Ma. 3E0. M. a dWdYq, pc. ISptcxvl ESa. ]01. ' CEIRIFN.R ICKaca onryaMl SMNATURE ANO TITLE CERTIFIER 'CERTIFYW6 PHYSICIAN IPnyacwtcarNyaq raueadoeaYt Wrn ar ~Iwr~rscN ~PtetraurW Nam arw canpeletl lan 111 /~-///~~ ^ Ts Yla Oaal al twy YnOWWSa, AaaNacau+TaJ Jtrr M•auaaf) ..... ...... ~i/L,/ LICENSE R GATE SETNEDIMmF. OaY.'yaarl YROIgUNCUNi MDCERTIFYWO PHYSICIAN IPIry&cun ooln:xo+wuncmq oeam ana cenayvq q~aus.d aeaml R1 Te tM Oaa, d wty •^o WaAE•..•aBt aeerM a, EIa Bar, Aar. ana pats, aM Aw b IM eau•Nal anO manrrr •a aMlad .......................... ty ~A L~ -f -f /~~ ~C' ? E1a. M n -1 ~ I ! OV E,a J N r`C 7 ~ ST 2 ci ~ L _ NAME MD ADDRESS OF PERSON MMO COMPLETED CAUSE OF DEATH 'MEDICAL E%AMINERTC0I,ONER ' (REm 271 Tyq~ ~~SS Ptinl r~ W TwR/R !~ voN4 N , fryl. Ll, OnM•Oaaia of namina,lon anNOr ineaatlSalion, in my oDini dealN OCCUrraA•„MIIm.,tlU., anO place, and dua le,M eaua(al anO tn.nnvEUUaa ....................................~~ ^ ............ .. . /~ , N['it'~l-q t+ PINh4u-e NGnIxN N FF se.tR-v .. ... .................................. °i•. EE. C>Nr R wN 26- Hoox AYE ca IMP ru l ~ 7ut1 REGIST 'S SIGNATURE MONUMBER DATE FI LEDM.^Et. Oay. bWl ~ L~zST i~iILL _'~TD TESTnT.':r~TT Oi' D~~TAT~ ~~CT~t:RT 21-02-729 ":, ~=,AT R. ~CT~-'RT, of tl~e mo~~~nship of T~iiddlesex, County of Cus,lberland and State of T'ennsylvania, being of sound and disposing r1_~_nd, Yaer.2ory and understandi.n~, do ;r_aT~e, publish and declare t~iis my Last ?~1i11 and Testament, hereb;r revo'~i:ng and ~.akinr; void any and all prior ~~~Iills by me at any time heretofore made. 1. I direct the payment of all my just debts a:nd funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and ti•rheresoever the same may be situate, to my two (2) children, to ~~rit, to m~7 daughter, DEBRA TAT. TTO~TT?~LLS, and to my son, DET~IT~TIS sc. _:;C:~'~RT, share and share alike, per stirpes. .LASTLY, I nominate, constitute and appoint ~Zy dau~~hter, DEBRRA -T. ~i0~•,fELLS,`;xecutrix of this rr?y Last ti•~ill and i'estarnent, and direct that she be excused from posting bond or other security for tree faithful performance of her duties in any jurisdiction. _-i .. COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, D~Ai; R,~{,CT~ERT the testator whose name is signed to the attached or foregoing :instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and volun- tary act and deed, for the purposes therein contained. Sworn and affirmed to and acknowledged before me by ~FAT`v F, EC:ART the testat ox' , this J ~, y of _ December ~ A• D•, 1993. ) //, ... ~~~ COMMONWEALTH OF PENNSYLVANIA ) ~~ • S S . ~Aed'+an'~cs, burgBono, Cum~bedand Courriy COUNTY OF CUMBERLAND ) My CommissionF~iresNov.6;1997 , PertnsyAiaruaAssoceation of NoGur'es 41e, the undersigned, J. ROBS-'RT STnuFF'~'R and ~.I"~A L. LFVENHA,GEI`j the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the testator _, DEAP1 R. FCiL'RT _, sign and exe- cute the instrument as his1~X Last Will and Testament; that the said testat____, DFA?'•,' R. EC?~Rrl' executed it as hisi`.~~ free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the t~>stator signed the Will as witnesses; and that to the best of our knowledge, the testator' was, at the time, eighteen (lb) or moire years of age, of sound mind, and under no constraint, duress or undue influence. Sworn and subscribed to before •` ~~ me this ~';~ ~'" day of L_. December 1°93. k ~ / %//// ~T ~IiyR1 Kay P~16n, Notary t'ublic ~fianicslwrg Bono, Cumberland Couniy My Comm~ion Fires Nov. 6, 'i 997 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Dean R. Eckert Date of Death: 07-31-02 Will No. 21-02-00729 Admin. No. N/A TO THE REGISTER: I certify that Notice of Estate Administration required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of tree above-captioned estate on August 16, 2002. Name Deborah M. Howells AKA Debra M. Howells Dennis R. Eckert Address 905 Lancelot Lirive Mechanicsburg, PA 17055 173 Beetem Hollow Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a), except: N/A A ~~ i ~ ~~ ~' ~ - - v' /f Date: August 23, 2002 ~_~ ~~~ ,; t Signature Name: G. Steven. McKonly, Attorney Address: 119 Baltimore Street Hanover, PA 17331 Telephcne: (717) 637-8828 ,~ ~~ Capacity: Personal Representative X Counsel for Personal Representative r IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BErORE THE REGISTER Or WILLS, COLIVTY Or^ CUT~1EiERLAT~i , PET~TIvSYLVi~'VIA IN RE: Estate of Dean R. Eckert, deceased No. 21-02-00729 TO: Deborah M. Howells 905 Lancelot Drive Mechanicsburg PA 17055 Please take notice of the death of decedent and the grant of letters to the Personal Representative named below. The Decedent, Dean R. Eckert, died on the 31st day of July, 2002, at Harrisburg Hospital, Harrisburg, PA 17100, a resident of 6 Circle Drive, Carlisle, PA 17013, in Middlesex Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The Personal Representative of the Decedent is: Name Address Telephone Deborah M. Howells 905 Lancelot Drive (717) 795-9670 Mecha.ri csburg, PA ]_7055 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County. Cumberland County Courthouse One Courthouse Square Carlisle PA 17013 (717) 240-6100 A copy of the Will or Petition may be obtained b~ contacting the Register of Wills and payi the charges ~fo~ duplication. Date : 0 8 - 2 3 - 0 2 ~ ~~,,~~ ~ ,.;' ~ ~~ Signature ~' Name: G. Steven McKonly, Es~. Address: 119 Baltimore Street Hanover, PA 17331 Telephone: (717) 637-8828 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA IN RE: Estate of Dean R. Eckert, deceased No. 21-02-00729 TO: Dennis R. Eckert 173 Beetem Hollow Road Newville, PA 17241 Please take notice of the death of decedent and the grant of letters to the Personal Representative named below. The Decedent, Dean R. Eckert, died on the 31st day of July, 2002, at Harrisburg Hospital, Harrisburg, PA 17100, a resident of 6 Circle Drive, Carlisle, PA 17013, in Middlesex Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The Personal Representative of the Decedent is: Name Address Telephone Deborah M. Howells 905 Lancelot Drive (717) 795-9670 Mechanicsburg, PA x_7055 If the Decedent died testate, the will has keen filed with the Office of the Register of Wills of Cumberland County. Cumberland County Courthouse One Courthouse Square Carlisle PA 1;013 (717) 240-6100 A copy of the Will or Petition may be obtain Register of Wills and pa g th charges o~ Date: 08-23-02 ~ ,, ~~I Signature Name: Address: Telephone: Capacity: by contacting the j~lication. ~~~ G. Steven McKonly, Esq. \ 119 Baltimore Str Hanover, PA 17331 (717) 637-8828 Counsel for Personal Representative G. STEVEN MCKONLY ATTORNEY AT LAW October 25, 2002 REGISTER OF WILLS CUMBERLAND COUNTY CUMBERLAND COUNTY COURTHOUSE HANOVER AND HIGH STREETS CARLISLE PA 17013 - RE: Estate of Dean R. Eckert, deceased File Number: 21-02-00729 Ladies & Gentlemen: Enclosed herewith is a check in the amount of $3,500.00 payable to the Register of Wills, Agent, which check represents the payment on account of the Pennsylvania Inheritance Tax for the above estate. Please mail the official receipt to my office. Very truly yours, !~ V \\\~ ~y, V G. Steven McKonly ~ `~, GSM/maf Enclosure pc: Deborah M. Howells WILLS, ESTATES & TRUSTS REAL ESTATE TRANSACTIONS BUSINESS & CORPORATE LAW MUNICIPAL MATTERS 1 19 BALTIMORE ST., HANOVER, PA 173:31 $ (717)637-8828 FAX: (717)637-8857 ~- a ~~~~ F ~, ~. ~ e0 ' •• ~ ~ _¢,. w t~~•~ ~ ..... W v , _,. O x~ ~~ ' ~ w ~ ~. ~- , ~~= ~ ~ ~ w ~ ~~ ~-'- ~,w x UHM _ H F--I 3oox ._,.. w o Q ~ ~ ~ ~:5 w ~ ~ `~~` i1.t H H~ W~~ '•'•' ~~~oa ~j~-~ ~ ~ ~~ `~~~ ;' t ,., E i--MMM" U p~ U U >- J Z O a N~ r ~ Q o ~ } ~ z, W w Z ~_ ~ ~ w > o a m z W ~ O1 N 4 a ~I C7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 001777 G STEVEN MCKONLY ESQUIRE 1 19 BALTIMORE STREET HANOVER, PA 17331 fold ESTATE INFORMATION: ssN: is5-32-2ois FILE NUMBER: 2102-0729 DECEDENT NAME: ECKERT DEAN R DATE OF PAYMENT: 10/28/2002 POSTMARK DATE: 10/25/2002 couNTY: CUMBERLAND DATE OF DEATH: 07/31 /2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 53,500.00 TOTAL AMOUNT PAID: REMARKS: G STEVEN MCKONLY ESQUIRE CHECK#101 INITIALS: JA SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS 53, 500.00 REGISTER OF WILLS ~~~ ~--- Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Dean R. Eckert No. 21-02-00729 HI~1i[1f3~+Bkasr ~ a t' P o f Middlesex Township . Date Of Death 0 7/ 3 1/ 0 2 Cumberland County, PA Deceased Social Security No. 1 9 5- 3 2- 2 0 1 3 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verrfy that the statements made in this Inventory are true and con-ecA I/We understandjthat false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to':~nswC~rra f~' n to uth~outa' 'e~ ,~ ~ J ~ ~ i Attorney G. Steven `Mc onl i~ ~~~~ r LD. No.: 24804 \ ~ Address: 1 1 9 B a l t i m o r e S t. Dated _ 0 4- ~J - 0 3 Hanover, PA 17331 Telephone: _7 i 7_ ti~~_ R R~ R Description See attached Exhibit A. Value i ~. :~, rn p .~ W :..1 .., ~ ~t7 - „ ,,~ OCr (Attach additional sheets 'rf necessary) Total: $ 1 40, 664.53 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of personal rep- resentative, indude the value of each item, but such figures should not be extended into the total of the Inventory. Assets Listed in Inventory (Valued as of date of death) Residences Decedent's residence Household Goods & Furnishings Furniture and Furnishings Miscellaneous Property Chevrolet Blazer Topline Trailer Refunds Erie Insurance Group Income tax refund Real estate taxes VNB Mortgage TOTAL INVENTORY RECEIPTS OF PRINCIPAL Estate of Dean R Eckert As of 04/16/2003 $ 4,500.00 150.00 $ 482.00 160.00 654.43 669.60 Page 1 Fiduciary Acquisition Value $129,900.00 4,148.50 4,650.00 1,966.03 $140,664.53 " BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA raxES DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX G 5 MCKONLY ~O3 ~~a`q _~ "111 `~~ 119 BALTIMORE ST HANOVER SPA 17331 REV-1547 EX RFP (01-03) DATE 06-03-2003 ESTATE OF ECKERT DEAN R DATE OF DEATH 07-31-2002 FILE NUMBER 21 02-0729 COUNTY CUMBERLAND ACN 101 Anount Remitted 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 (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ECKERT DEAN R FILE N0. 21 02-0729 ACN 101 DATE 06-03-2003 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) 2. Stocks and Bonds (Schedule Bl 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) 129,900.00 t2) .00 (3) .00 (4) .00 (5) 10,765.00 (6) .00 (7) .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 140,665.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 22,313.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 35,211.00 11. Total Deductions (11) 57 .524 _ 00 12. Net Value of Tax Return (12) 83, 141.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 83, 141.00 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: 15. Amount ofi Line 14 at Spousal rate (15) •00 X 00 _ .00 16. Anount ofi Line 14 taxable at Lineal/Class A rate (16) 83,141.00 X 045. 3,741.00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18a •00 X 15 - .00 19. Principal Tax Due (lq)= 3,741.00 TAY f DCt1TTC• INTEREST I5 CHARGED THROUGH 06-18-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 10-25-2002 CD001777 184.21 3,500.00 TOTAL TAX CREDIT 3,684.21 BALANCE OF TAX DUE 56.79 INTEREST AND PEN. .38 TOTAL DUE 57.17 * 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.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for farms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Ccurt. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of administratively correctable errors. DISCDUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 2D% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15l days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must he calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 288601 HARRISBURG, PA 17128-0681 G S MCKONLY 119 BALTIMORE ST HANOVER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 E% ~FP (O1-YS) DATE 06-30-2003 ESTATE OF ECKERT DEAN R DATE OF DEATH 07-31-2002 FILE NUMBER 21 02-0729 •~J ,~~;` ~ ~ ~-_~ i :-;~ COUNTY CUMBERLAND ACN 101 Amount Remitted PA it7331 r `, , ~-~ 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 form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~*~ ESTATE OF ECKERT DEAN R FILE N0. 21 02-0729 ACN 101 DATE 06-30-2003 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: 06-03-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 3,741.00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-25-2002 CD001777 184.21 3,500.00 06-19-2003 CD002703 .21- 57.00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 3,741.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .18 TOTAL DUE .18 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CRI: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-SOD-447-3020 CTT only). REPLY T0: questions regarding errors contained an this notice should be addressed tc: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (7171 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rata of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINRUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-961 N0. CD 002703 REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 -------- /ald ESTATE INFORMATION: ssly: is5-32-2oi3 FILE NUMBER: 2102-0729 DECEDENT NAME: ECKERT DEAN R DATE OF PAYMENT: O6/ 1 9/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 07/31 /2002 REMARKS: REGISTER OF WILLS VZ&DO CHECK# 205 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 557.00 TOTAL AMOUNT PAID: 557.00 INITIALS: DO SEAL RECEIVED BY: DONNA M. OTTO REGISTER OF WILLS DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) N0. CD 002703 REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 fold ESTATE INFORMATION: ssN: i 95-32-20~ 3 FILE NUMBER: 2102-0729 DECEDENT NAME: ECKERT DEAN R DATE OF PAYMENT: 06/ 1 9/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/31 /2002 REMARKS: REGISTER OF WILLS VZ&DO CHECK# 205 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 557.00 TOTAL AMOUNT PAID: 557.00 INITIALS: DO SEAL RECEIVED BY: DONNA M. OTTO DEPARTMENT OF REVENUE DEPUTY REGISTER OF WILLS G. $TI~V>~N MCKQNLY ATTO R N 6Y AT LAW FAX COVER SHEET Date 8 Tlme of Fax: /n. NUMBER OF PA ~-INCLUDING COVER SHEET _. ....e~ao~o~wiuw~uwrraarrne EXEMPT FROM dl$CLOSURE UNDER APPLlrenl e 1 sW, IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT, OR THE EMPLOYEE OR AGENT RESPONSIBLE FOR DELIVERING THE MESSAGE TO THE INTENDED RECIPIENT, YOU ARE HlREBY NOTIFIL+D THAT ANY DISSEMINATION, DISTRIBUTION, OR COPYING OF THlB COMMUNICATION IS STRICTLY PROHIBITED. IF YOU HAVE RECENED THI8 COMMUNICATION IN ERROR PLEA8E NOTIFY US IMMEDIATELY BY TELEPHONE (COLLECT), AND RETURN THE ORIGINAL MESSAf3E TO US AT THE ADDRE88 ABOVE VIA U.B. P08TAL BERVICI: (YVE WILL REIMBURSE POBTADE). THANK YOU. TO: ~ at PA7M ~~ TO; at FAX6 TO: REGARDING: at FAX* ORIGINAL WILL NOT ~ WILL FOLLOW IN MAIL WILLS, EmTA768 ~ 7RUSTR . R~iAL. lra7AT0'1"RANaACT10N9 . IYU8tNR8i a! CORPORATE I,AW . MUNICIPAL MATT6R$ 1 10 9ALTIMORB 9T.• NAN~VlR• PA 1')981 ~" (717)697,8828 • FAx: (7 i 7)6$7-8857 Z0'd n1NO~lOW N3n31S '~J 1~3NLIO1IH LS88+z£9+ZSL SZ:Sti £00Z-0Z-90 _'`-.~, G. STEVEN MCKONLY A'r'TC R N EY AT LAW April 2$, 2003 RIrGGISTER OF WIISS C D COUNTY COURTHOUSE I3AN0'VER AND HIG~i STREETS CARLISLE PA 17013 RE: Estate of Dean R. Eckert Nile Number: Z1-0200729 Ladies & Gentlemen: Fl~~ F.ndosed herewith are two (2) copies of lxor:>a- REV•is00, sts~tus report, and the Inventory for the above decedettt'a estate, together with a check in the aawunt of 557.00 payable to the Register of Wil>:, Agent, which check represents the balance of the Petinrylvania Inheritance Tax for the above estate. Also enclosed herewith is a check iss the amount of SZ8.00 to cover the filing frea for these docume~a~ta. Please mail the offidal readpt to my office. very truly your, G. Stevai McSonly GSM/lam Enclosures p~ Deborah M. Howells WILLS, E$TAYpb ~ TRU$T$ . IZBAL ESTA'1'B TRANSACTIONS . Bil$IN~89 $ CORpORATG LAW .MUNICIPAL M/-TTERs 4 19 ISALTIIdORE lS7., 1"IANOVER, PA 17881 $ t7 f 7)837-8828 • SAX: (717)697-8857 b0'd 1~1NO~IOW N3(1~1S '~J 1~3N2iOllt/ LS88+Z£9+ZtiL 9Z:ST £00Z-0S-90 ~i~x ~~~~ hope://anlit-e.membenist.org/eervledtp~ervlet7tnr~s~d omBean~ab... 6J'f1~003 Z0'd 1~1NO~IOW N3/1315 '~J 1~3N2i011H LS88f-L£9+LZL SZ:Si £00Z-0Z-90 Pa,~e 1 of x ~Opl~ hope://online.member~lskorg/eervle~tftpeervt~k?tru~eecdon~yp~rcheolrlm~eAaia~Be~u~tab... 6f1/Z003. £0'd ~1NO~IOW N3l131S '~J /~3N2iOl1H LS88+L£9+LZL 9Z:SI £00Z-0Z-90 V ~'(> ~ ,~ AT['N F'RUM~ [~ATF X119 ~~ ~`~ (;Al.L (? 1"1) z,4p-(o'3~{~I'Ulc AIRY [NQUtR[ES FROM: _ _ ~?,~ __ _ County of Cumberland One Courthouse Square Carlisle, PA 17018-3387 FAX +~ (717) • 240-7797 ,, ~~~ ~.z.~ f ~ --~~ f'AGt:: uNf•: c)t~ _. L:~ a~. - ;ii 3 L~: ~' - ~s~'-~- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 fold ESTATE INFORMATION: ssrv: ~s5-32-2013 FILE NUMBER: 2102-0729 DECEDENT NAME: ECKERT DEAN R DATE OF PAYMENT: 06/19/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/31 /2002 REV-1162 EX111-96) N0. CD 002703 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 557.00 TOTAL AMOUNT PAID: REMARKS: REGISTER OF WILLS VZ & DO CHECK# 205 SEAL INITIALS: DO RECEIVED BY: DONNA M. OTTO 557.00 DEPUTY REGISTER OF WILLS TAXPAYER RECEIPT FOR PAYMENT ------------------- ------------------- Cumberland County - Re ister Of Wills Hanover and High Stree~ Carlisle, PA 17013 ECKERT DEAN R File Number 2002-00729 Remarks G STEVEN MCKONLY PC DO Distribution Of Receipt * DUPLICATE Receipt Date 4/29/2003 Receipt Time 13:15:17 Receipt No. 1032681 Transaction Description Payment Amount Payee Name ADD PROBATE FEE 57.00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 10.00 CUMBERLAND COUNTY GENERAL FUN EXTRA PAGES 3.00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15.00 CUMBERLAND COUNTY GENERAL FUN Check# 5488 $57.00 Check# 8776 $$28.00 Total Received......... 85.00 G. STEVEN MCKONLY ATTORNEY AT LAW June 6, 2003 PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 I-iARRISBTJRG Pii 17128-0601 ATTENTION: POST ASSESSMENT REVIEW UNIT Re: Estate of Dean R. Eckert, deceased File No. 21-02-00729 Ladies & Gentlemen: • D Cep ~~ ~ ^~ o - -, ~~ L.° G: _. I have received the Notice of Appraisement for the above-named decedent's estate. The notice is dated June 3, 2003. The Notice indicates that there is still a tax owed. I am checking with my client whether a check in the amount of $57.00 which had been issued to the Register of Wills, Agent, Cumberland County has cleared the bank account being maintained for the estate. On April 28, 2003, I had forwarded the inheritance tax return, several other items, and two checks to the Register, one being to cover filing fees, the other in the amount of $57.00 to cover the taX. I hope to have confirmation from my client whether the check has cleared the bank account within the very near future. Obviously, if the check has cleared the account that will make this matter much easier. If for some reason the check has not been presented to the bank, we will need to reissue the check. ery truly yp ~' G. Steven McKonly GSM/maf pc: Deborah Howells Register of Wills, Cumberland County WILLS, ESTATES & TRUSTS REAL ESTATE TRANSACTIONS BUSINESS & CORPORATE LAW MUNICIPAL MATTERS 119 BALTIMORE ST., HANOVER, PA 17331 $ (717)637-8828 FAX: (717)637-8857 ~ ~ Received of ~~-~-i ~= ~ V~ " ~-~--~ C/O Address Page No. Estate No. Z~ "U Z" ~Z~ Estate of ~~~ ~L~Lt~~ Social Security No. ~ ~ 5 _~Z _ L~ ~'~ Died '7 -3l - G ~- Paid ~ `~ ~~ _~,3 Postmark Date ACN ~C Tax ~ ~~• ~ ~ Check # ~U~ lit. U~- ~-•- ®~~' -n O ~~ ~~ 2 ,~~ o ~ `' o o ~ ~~ C ~c~ O W r W 0 0 0 0 0 w 0 d .tS -~ 0 T ~rn _~ ~rno~ ~ o -~a ~` p ~~g~ ^~mz~Nr= -av2 • q ~ N ,~ ail o c C~ Z ~ w ~ ~ nN ~r ,~ 0 r ~ Q 0 r r 1> rn ti -~3 ~ c,. v`~ J 1~ ~{ i 0 N O ~ N O eQ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: -~~ sJ ~ ~~~~~ ~: Date of Death: c -1 -.~~ ~ ~.. Estate File No. ~ ~ ~ L ~ - c =~=-t ~`i Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above captioned estate: State whether administration of the estate is complete: Yes~_ No 2 If the answer is No, state when the personal representative reasonably believes that the administration will be complete: If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No y b. Did the personal representative state an account informally to the parties in interest? Yes ~ti No _ Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. ^~~~~-. Date: ~~ _ ~ ~- ©~ Signature ~ 111 \\ Vii. Samv~~ '~c ~ c~, ~y Name (Please type or print) 1~'~ Ci~..~.,. ~ t ~1c~ CL~, S-T' ~ Address !-~4t~cN ~. t ~ ,`Z3~3 \ 0 Tel. No. rn N Capacity: Personal Representative ~a `, " M = ~ ~~Counsel for Personal c~ ~~ --~ '1 "~ Representative ~ ~':=