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HomeMy WebLinkAbout10-10-14 15QS610105 REV-1500 EX(02-11)(FI) .Ir PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 28o6o1 INHERITANCE TAX RETURN Harrisburg,PA 17128-o6o1 RESIDENT DECEDENT I jl1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY _ — 10/25/2013 03/24/1968 Decedent's Last Name _ Suffix Decedent's First Name MI I Schertzer 1 F Jeffrey (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI 'Schertzer Lisa Spouse's Social Security Number_____, THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW OID 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4.Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number --- i Richard L. Placey, Esq. (717) 236-9577 REGISTER OF WILLS USE-ONLY ) CD --. �J rr First Line of Address — Qa Placey & Wright rte— ---I Second Line of Address 27 T a 3621 North Front St. �, —>� City or Post Office State ZIP Code C-DATE F PD , Harrisburg PA I 17110 fes— .. C f Y N Correspondent's e-mail address: pwlaw@epix.net Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG ME OF PESO RE PON IBS FOR FILING RETURN D T�E,1/ ADDRESS G/�/ Lisa J. Schertzer;'Ad inistratri , c/ acey &Wright, 3621 North Front St., Harrisburg, PA 17110 SIGNATURE OF PREP E OTHER T/ N REPR E T EE �7 it ADDRESSti Richard . PI ey, uir , P c Jrig 1 North Front Street, Harrisburg, PA 17110 t'LiEA5E USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedents Name: Jeffrey Schertzer RECAPITULATION 1. Real Estate(Schedule A). . ..... . ............................ ........ . 1. __ __.._. 113,684.0-0l 2. Stocks and Bonds(Schedule B) ...... . ... .......... .......... ... ... ... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ... .. 3. 0.00 4. Mortgages and Notes Receivable Schedule D 4. 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. ..... 5. 12,545.00 i 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 0.00 8. Total Gross Assets(total Lines 1 through 7)................ ........ ..... 8. 126,229.00 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 6,323.50 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)....... ..... ... 10. 129,868.82 11. Total Deductions(total Lines 9 and 10).......................... ...... . 11. 136,192.32 12. Net Value of Estate(Line 8 minus Line 11) . .. ........................... 12. -9,963.32 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ............... ......... 13. ! .0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ............. ........... 14. 0.00 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 0.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 0 0.00 18. 0.00 17. Amount of Line 14 taxable at sibling rate X.12 0.00 17, 0.00 18. Amount of Line 14 taxable at collateral rate X.15 0.00 18 0.00 I 19. TAX DUE ....... ...... .. ..... .... ... . ............................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Jeffrey Schertzer STREETADDRESS 832 Bosler Avenue CITY STATE ZIP Lemoyne PA 17043 Tax Payments and Credits: 1, Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments 0.00 B.Discount 0.00 Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 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) 0.00 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.......................................................................................... ❑ N b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N c. retain a reversionary interest.............................................................................................................................. ❑ E d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEFFREY SCHERTZER 2113-1321 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION . »........._.._......,,... .,....<._.._:_ .:.»........__...,«.»..._._..,..__......W.-.—.._.._...__,..»..._..__. .._.Y......_.�......_.........._ »�,_.».._i _W�:CC�,';:'',.,rm':" =5.»°'k',9M�".�.1"r;ieftuR;lY 1 ;Real estate situate in the Borough of Lemoyne, Cumberland County, Pennsylvania,as more 3 K s'. ,. i..r......w....w.,......:.....,W...,,..:,.,.,..,,,,.».,.,,,......,..�,...,,,...:.:,.,w.,....:w...-,..,.:,w.....,...........».,.,,.-�.,,.�.�w>r„-.,..:..:,.®:W.,..-.:w.-..�,.,,,....w..._..........-.,,.,....,w.,:.,.,..,,,,,d:,� �>'���'''.:a�.!:;'��..,moi.�a�`,�, >wu z i , articularly described in the Recorder of Deeds Office of Cumberland County to 3 e ;Instrument Number 201012123, known and numbered as 832 Bosler Avenue,Lemoyne F Valued at tax assessment: $117,200.00 x.97(common level ratio)_$113,684.00 113,684.00 Eh. pv,.u.. -� .c.�a..,.:,,,,,,,...,,..w.,.,,.�,.,.d,.,._.:...,,a.:,,...<„n....,..,.,,Fs.:,e„�,,,,,,,,,,,;,,,,,,,,,,,me..�,..::•.,:,,,.:,.„,,:.-,w..,.w�,a:.-� m,.w,w,M... ..0 '.•h4-�.,v:,��, .. 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INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEFFREY SCHERTZER 2113-1321 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 !"_ ._.._�_r._I T^......._...._��.�_....,... ....- ...�.,..,..�_.. _._..., .. .....^.^r ._......... ......------ f'201 0 w.-f'2010 Chevrolet Traverse 12,545.00 ��.�.�_��' �>2_,x�..,.,.�,x.,».:^�:_�:�m,n��.,�»,:».�mx.�ti,M»:�•:m,��x�,,»,#>K:..,r.:.�,.x,»:.�n:�W,�,�-�.n�z�::»,�„�.__. --�-xx�, x_. -* 1�;:�, i i , y,..�- ..y.... f ...-....;.a,. .v m,vn..,,,>. ... .__,.,..:_:M„n,x_�,:x-rn...., ..;,_ ,»..exn,u..:r:net•::.;i...;...p,• 1-v.u.:,xyca,r:>,.,en,•vw:,rv:r. 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REV-1511 EX+ (08-13) l� pennsytvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JEFFREY SCHERTZER 2113-1321 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I; 5 e__..� _�..___......�_.._.__.__�.__�_....�._._�.____._____�_.�_.....__....._.._._.._.___...._.__...____..�_.__...__......�_.»_�._.__�_�...___._.___....._.___S '�e-.�'_.-�`_•3'= d!.:A'39:.FiFl...i:_WLP^'_+!.vi3.1"''"_'Se:.�E:.:ii= I..._._...i i_.__..._.._..v..-_.—..._---��-___..._.____.._.........._..---._...__...,.�..�.w...w......_._.___..___.___...._._._.�_.-.�_..._.__..._�........_._..._._._..�....___»..._� r-'za��M-M gra^a;..�eM:;•; ,r_:�.�; I I I R �..__.-_� 1_...»_.v_._..._..............._...._...._........._......__....___._.-..._...__._.........._....._........,.._..__........._....._.__....__._..__.....__.._._.._._..._..........._.............._..�.._._.._...._..._.__....__._.__...._. } .:.x:.vA'Ef'_'+T.: . .YAK°J'.'R:YY.[�:'S^EL`£.+35Y{1�,� { ! f :..__................._......_..__..... ...__.._.._._..__..___._._....__._______.__._._.__.__.____.._.._...........__...._.._,.___..__.._._.._._...._.____._____.._...__...__.____..._..___......._._....____.__.._a 9. I w ara+ 9 i B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) ... r3. ,= : :. F Street Address City State ZIP Year(s)Commission Paid: 2, Attorney Fees: 2,500.00 3,50 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 9 �,y, 3, ;_.�..0 Claimant Lisa J. Schertzer Street Address 823 Bosler Avenue City Lemoyne State PA ZIP 17043 Relationship of Claimant to Decedent Spouse 4. Probate Fees: 323.50 5. Accountant Fees: ` �[AlNh^.iFikFA ii:':k�iC!,i:�::A:,e:��>`�::�••z�tC:'�iS�P.�:'::Yd3�( 6. Tax Return Preparer Fees: ..._....W.«_..,—:............_......:......,.,............ - -•'�i6i�'A:..: .lMfl:. ,iY.�`?.X�:�'1k- ida�... 7. i ..._..._..._...__... .......-`-._ .___.__. F- .,__._.............__......_........... .........._..._......_......._......_..._........._.._........__...___.__..........__..._...._......__..._...._......__.......__.._.......__........_....._.__..__........._....____..._.._..__.._.._._..._..._............. ...____-__.__ '. :..__..._..___...........___...._._.._......_._...__._.._..__.._.__.__�..__.._.-__._...__�._._._._..._...______._._..__._._...._..._...__.....,..._...._..».._.......—__._._..__.,........_-'____.............__..................._,....! �:Y�4PG'xC+E,F9.'k__'off'-.£�`r_'s'3FV.�'�F i I 3 ....._, '.. .. .............._. �........_.....,...�.�,..,..�,.....:..- _�..,:.._ �x.......,.......:.... ..............o...,.e...........,... .-.,.,.,.m4,.�.e,ue,- 1 _:=,F.,.� .€:I._�`�;i w-m.:.P:.—_..,., ..7'a:. `t l , _ .. _ �F�s:nxs:t!t:�auc:aae4mm�s:W:�:.;:-e�•yzrr�_� _ i � = r + . F w.._,..: '......_.,.. ..,,,, .» .....,....._.,._..,_..._....._._....._..-.,.__..:_..�._,._..y...__....,__.._.._..._:.._:..........._...�_._.,».___......».._._._......_._...._._._._.____,_.»...._..._.._..._.._»......._....,�, �.r.,aa�ex>�:�:.svtux�s :....�•.+;' nna'�_�I'i, i a+ c., TOTAL(Also enter on Line 9, Recapitulation) $ 61323.50 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER JEFFREY SCHERTZER 2113-1321 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 Capital One, N.A.(Kohl's Department Stores, Inc.)-credit card debt of decedent 2,712.222 2.; ';G.E.Capital Retail Bank(Sam's Club)-credit card debt of decedent 320.45 s,......•.:........... ,_._.._.__._.._�-..._.____.__.__........__.__._._._.__._"__.___._..._._..__._._._...._._.._.�......_._.....______r..__�._._...._____._'__.-. tr�yc'`t;=rs,:'uascaird:: *ss�atW::_�n„ { 3. !Wells Fargo Bank,N.A.-credit card debt of decedent i 4,554.98 l il3 L_._........,.e �..-...__.._..___._.._....__..._.__.._.......___..._...__._..__.__.._._..._....._._._.............___.._.�__.._._.._...._�___.__._...._..___...._._......_._...._.._.._.__.__...._......._......_.._.-.._....._......._... ''Y�Y�H}ll:M�SC1'R'�rmFd�1"If":'c".T�'4Y:k� P................... ,-._..__._...__..__....»__.�............._.....__._.__.._•__.__......_._....._.........._._........._...__.___...__..._.._.�._._.r.__.._._.__�._v._.....-..-...._..._..___...._...-_•-•__..-....__............._�._....� �?!kilk'Fi._!F::u.S4'.IF°zS'xY�1.^'h'3:J1.:�6rw:.:.,2F !New Cumberland Federal Credit Union-car loan 11,256.01 l 4.1 f 5,i 'Wells Fargo Home Mortgage-mortgage liablity of decedent 111,025 16 i E i__........ E:,»,-...._>.., i.,.._.................................._..,..........,.».,..__.........<....,...._,.,.,-_._.._.._....,.........__.............__._.,...,_....._.__..�_�._-_,....._.,_.._.-..-_...........-...........»......._...............,.,...._.�....,;.,..,,..,.,,...,..._.,..�..! e'au>�an::=.y;:W:�:.�....x:.»�:a':�:.'zscs::mm:�ee...,. , ................"_,,....._.....__.....,....""'_.__-._._._....._.._,.....___......._.._"""--_....._.""-"_.....W_..-..........................�.,._�..._.._....-..,.__..........__................_................._...._.........r._....,.._..................-........._.. _ ,J1uEwui<ns.a."..'____......:3n_:_b3..J'� . tr 4 ,,..,, ....,......_____._..._....._._.....___.._..............___..__....__..____...___.....__-.___.._._.....__..._._._._........_...._._.._...�..._....._.__...,...__:,_._..._mow._.__.... Na;re:a�x;.^�':::�.-=:��� — - i i c i""'-_...w._y � ,.._..,.. ..,.,_,...,....:..-,«..._..._.:.,m.......w.....,_._.,.,�.�..,a:..._w..,._....-,,.s,....,,..._,.-...,.......,.,._,_...-...,...:.._».»,..�.,..,.,._,.,.:..___...,....,.,..�e..................,..._:..,>_�..r......,..,� se':^,a'=7.'�'uY':e'^,�n:.>',�.rs.;°r� _....moi �._.. j i" t i i p i f i i .._..__.....__._..... ;..,.a.M�axa!:area.•et!�-�:�'!�'s:':+..r-.::s��T ..._-......., .._....._......_._..____.._..___.._..____._...__...._._.......»_._.......__-......___..._.__......-_....�._-_._....._.............___...__..___....._..._ -_._..._._.._.._._.............__...-...._..............._......_..-».___� :W_. .,.;,-.._,.._.�._.r.-_mss:,:-wr=::—::v:r�: i E s k .. .. c'v!ii:"r.::�i�:i:.'!:'�.iio .._..__... .__... ..., .................. _...,.»..-_.-....».-........,,. ._......._........ ..._ _...... -inn.fl t #{ EL . ..._........"...._........"._...._•____..._...._».-...._...»..._-.....` '.._..........._..._..____..-............._».._�.._.».._ ,� _...._i.L'gflY.'_i^.9:.Y9f::.�t:,ev. ...-v_.,.,v.: I � ssX k . i ..._.... ..___....__.____._......._..._........__..._.�..__`_.___..�._...._...._....._.r._.__._._.....___..._._.....__...,......._....._.....__.... M'J1.'^3'A.P.:CA'uRure:w�x:•�i=Fi,'fif,�w��i��?i-m:A.v . ,,.,'_...... -------.,.,..'_-_...,,:.,..,e,.,.....,,,,:,,,.._,...,w..,,.m.,,.,.,.� if ! i E..-�,_«,.,....:. :,......»._....,...,.._...:......._.,_._....._.._,...»._.».......................__�................_..,...__».......,,_.._...._..._,.... .,v.......-.........,.,..._............».-...._,...._.......,.,..... ...,-.........:,.� � .s�.nx::'Mi4c9:LiRee.`R:"P. 1 - "�'�' 1 ! I I t, , ! I ._.__...�._...: ..t,Y._._...�_�-....._�...____.Y._.._._�.._.__..._..___`........._.,�._._...�...�_.............._........_..._._.,.._....._.....�...,».W,._...�_�-..,___.._....__....-....__.....,._-.�.,.t nice;-.v .��-',5�°..a�?�.'?.�-*�.•^.w..aR�';o�' TOTAL(Also enter on Line 10, Recapitulation) $ 129,868.82 1, If more space is needed,insert additional sheets of the same size, r, REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEFFREY SCHERTZER 2113-1321 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• ILisa J.Schertzer,832 Bosler Avenue,Lemoyne,PA 17043 ,Spouse ! First$50,000.00 r` S i1= L...-..._...,.__...—._.................... -.._....._.-.__..........._.__.......__.__.__......._»..._.i �.__.._....__..___.___.----..�......._._...-.._..__..._.. r __..................... ..__............ _.__._V! _...._..._._......_. _....__1 '... __._.._......._................._._._..._ __.__...._......_.. ...............-..__.._. _...._. ... _..._._.....1 r.....__... .-....._.._._.. __._.....___._.._.._. _...___ .._.�....,......, .._._. ..._._.........._. I , I 1 ! ' ; ..._.., .e_..±n......_ _ -------- _ ....__.. .._.......... . r k v= j ! .. s i._._..._,._.. :..._........_...........__....._.__.,__............._..._........._........_..._................._..._..._...................._ ... LL_.�_ _._ ,.�__ _._ k is ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500,COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: , f C L L .:............. ........ _._... ,__.W..,..__...... i RI Lt !..._..........._: ................._........._._........._.._._..________......_......_.._.__..._..._._.._..._._....._._..._.___......_...__._.-....._.._...._.............-......._._.........._.................... _...._......__....__.._...__-....__._......._....._.___.....� B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: f, is i......;.�.....: ._—_.____.__..-..__....._...._._...«.-._—.._..._....-._._...__._.._._,.__.....,__.._.,___.._-.........-__..._........_._.._._.....,.,.. E.`.R:....5i'L v,o'...._.,..6':^c.':I';'ili.•^:£in:"nt4±!-�'��,^:.:: _..___._.. 1 r 1 1 r. -. -.�^�°ems=-?a�-•-.n.-,. ,,��..�r c._.... TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. x 00.00(y' If more space is needed, use additional sheets of paper of the same size. ■ �, 11101tlINlblydUlll� ul 1a��3 001TOO cel ID: 12-22-0824-088 This Indenture,made the / y of APRIL,2010 BETWEEN KEITH A.WAGNER AND JAMIE L.WAGNER,husband and wife, GRANTORS AND JEFFREY T. SCHERTZER, a single man, GRANTEE Witnesseth, that the said Grantors for and in consideration of the sum of ONE HUNDRED TWENTY TWO THOUSAND FIVE DOLLARS And 00/100 dollars($122,500.00)lawful money of the United States of America,unto them well and truly paid by the said Grantee, at or before the sealing and delivery hereof, the receipt whereof is hereby acknowledged, have granted, bargained and sold,released and confirmed,and by these presents do grant,bargain and sell,release and confirm unto the said Grantee,as tenants by entirety ALL THAT CERTAIN tract or parcel of land and premises,situate,lying and being in the Borough of Lemoyne,Cumberland County,and Commonwealth of Pennsylvania,more particularly described as follows: BEGINNING at a point on the southern line of Bosler Avenue on the dividing line between Lots Nos. 91 and 92,Block"E", on the hereinafter mentioned Plan of Lots, said point being one hundred ten(110) feet from the Southeast corner of Bosler Avenue and Ninth Street;thence in an easterly direction along the southern line of Bosler Avenue, seventeen and one-half(17 '/2)feet, more or less,to a point on a line running through the center of the partition wall of the double brick dwelling house erected in part upon the lot hereby conveyed; thence in a southerly direction along said last mentioned line through the center of said partition wall, one hundred fifty(150)feet,more or less, to Apple Alley; thence in a westerly direction along the northern line of Apple Alley;seventeen and one-half(17 ''/2)feet, more or less, to a point on the dividing line between Lots Nos. 91 and 92, Block "E", on the hereinafter mentioned Plan of Lots; thence in a northerly direction along said last mentioned line, one hundred fifty(K)feet to a point,the place of BEGINNING. trl�� BEING the same premises which Timothy R. Kurland and Vicki L. Kurland,husband and wife, by deed dated July 28,2000 and recorded September 19,2000 in Deed Book 229 at Page 359 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania,granted and conveyed unto Keith A. Wagner, a single man,the Grantor herein. By virtue of Jamie L. Wagner's marriage to Keith A. Wagner, the said Jamie L. Wagner does hereby join in the conveyance to relinquish any and all right,title and interest, she may have in said premise. Together With all and singular the buildings and improvements, ways, streets, alleys, driveways,passages,waters, water-courses,rights,liberties,privileges, hereditaments and appurtenances,whatsoever unto the hereby granted premises belonging, or in anywise appertaining,and the reversions and remainders,rents,issues, and profits thereof, and all the estate,right,title,interest,property,claim and demand whatsoever of them,the said grantors,as well as at law as in equity, of, in and to the same. To Have and to hold the said lot or piece of ground described above,with the buildings and improvements thereon erected,hereditaments and premises hereby granted,or mentioned and intended so to be,with the appurtenances,unto the said Grantee, their heirs and assigns,to and for the only proper use and behoof of the said Grantee,their heirs and assigns, forever. And the said Grantors, for themselves and their heirs,executors and administrators,do,by these presents,covenant, grant and agree,to and with the said Grantee, his heirs and assigns,that they, the said Grantors,and their heirs, all and singular the hereditaments and premises herein described and granted,or mentioned and intended so to be,with the appurtenances,unto the said Grantee,his heirs and assigns, against them,the said Grantors, and their heirs,will specially warrant and defend against the lawful claims of all persons claiming by,through or under the said Grantors but not otherwise. In Witness Whereof, the parties of the first part have hereunto set their hands and seals. Dated the day and year first above written. Sealed and Delivered M THE PRESENCE OF US: SEAL) KEI H A.WAGNER le �� {SEAL} IE L.WAGNER Commonwealth of Pennsylvania County of On this 5 day of APRIL,2010,before me,the undersigned Notary Public,personally appeared KEITH A.WAGNER AND JAMIE L.WAGNER,known to me(or satisfactorily proven)to be the persons whose names are subscribed to the within instrument,and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF,I hereunto set my hand and official seal. OF Nota"a Notary Pu is 10 Jum A.�'��, My co ission expires My Garaft w mcpUsi!!EN an,sCn s The precise residence and the complete post office address of the above named Grantees is: e3-Z sfP/' Lam! 7 o¢ r alf of the Grantee wu��wwr ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE - CARLISLE, PA 1.7013 717-240-6370 Instrument Number-201012123 Recorded On 5/12/2010 At 9:54:26 AM *Total Pages-4 *Instrument Type-DEED Invoice Number-65416 User ID-KW *Grantor-WAGNER,KEITH A *Grantee-SCHERMER,JEFFREY T *Customer- GREAT ROAD *FEES STATE TRANSFER TAX $1,225.00 Certification Page STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 DO NOT DETACH JUSTICE RECORDING FEES - $12.50 This page is now part RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 of this legal document. FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 WEST SHORE SCHOOL $612.50 DISTRICT LEMOYNE BOROUGH $612 .50 TOTAL PAID $2,513.00 I Certify this to be recorded in Cumberland County PA �y o ou�'ei RECORDER O D EDS nao -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. 001 TOQ ill(Illllllllllllllllll Llllf FAITH A NICOLA,TAX COLLECTOR TAXPAYER'S PAYER'S COPY 510 HERMAN AVENUE,SUITE 4 -LEMOYNE,PA 17043 KEEP THIS PORTION FOR YOUR RECORDS `.:TEMPI=tRETURN SERVICE REQUESTED 046877'*"""''''" AUTO"5-DIGIT 17025 SCHERTZER JEFFREY T I "'0,32, To AUE ,u, yaEa VIII VIII IIIIIIIIIIIIIIIIIIII IIIIIIIIIIIIIIIi� �' .,.�, i9n.,u•;ual�.. W.'�x:�.i.e�_ ,.....,,,wci :»r..h�1..k .,�..w. To review the assessment data for this property, go to: www.courthouseonline.com>AssessmentOffice>Cumberland>PropertyReaord! Then enter control# 120.01556 and password CUKRJWCT .......... .. ..._..................,.............................................................................................................................................................................................. Payable To: FAITH A NICOLA,TAX COLLECTOR Office Hours: TUES 9AM-11AM&VVED:±IPM-3PM -^ ,-- i,,ii.-' - $10 HERMAN AVENUE,SUITE 4 CLOSED ALL HOLIDAYS,MAY 26&27_;- - LEMOYNE,PA 17043 SEPT 23&24.DEC 16-JAN 5 PHONE(717) Bill Date:761-7785 _ Bill at 1428 e: 311114 Control No: 12001556 MAP NO: 12-22-0824-088. Desc: .,,Assessed.Value: Land: 22.900...-improvement:94,300 Total: 117.200 832 BOSLER'P,VENUE` ' RIVERTON, Discount Face ena y PO LOT,'97i SEC E,D•R,J-4 PG 40 `Count'l•RE 2.195 $252.10 $257.25 - $282.98 Acres 0 06 ; ,Deed 2011012123 'County Lib 0.143 $16.42 $'16.76' $18,44 fr Munic:R/E 2.04 --$234.31' � $239.09 $263.00 11 ;.•.. ,i.Fire Rrotc. :: 0.26 $33.52 A$1.00MADDITIONALFEE FOR RECEIPTS Tax Payer:i,;w;% i3 wp' :,- f SCHERTZER,JEFFREY T- 832 BOSLER AVE TAX AMOUNT DUE $632,W'_ $543.57 $597.94 LEMOYNE PA 17043-1820 If Date Of Payment is on 3/1114 t ru 4/30/14 5/1/14 thru 6/30/14 7/1/14 or Later Cumberland County Pennsylvania Tf-Z,POPY - RETURN WIT05A:yMENT FO'R PROPER CREbiT `'. - - BiII No: -14213 SCHERTZER,JEFFREY T 832 BOSLER AVENUE s;r :: ,'. !B,iil,pate: 3/1/14 832kBOSLER AVE RIVERTON is Control No:12001556 LEMOYNE RA 178k3-1820 Po,LOT 92 SEC,E DB J=4 PG 40 MAP..N0,.12-2.2 0824-088. Acres 13;06, Deed 20/012123 TIC Payable T0:, Assessed Value: Land:22.900 Improvement'.94;300 Total 117,200 .FAITH A'N)COGA,..TAX COLLECTOR :,t F:.:; , r.; 1,_ Disc6uraf' r .. ^I y' .;Face. Penalty 'ti10'HERMAN AVENUE,SUITE 4 - L•EMOYNE;i'A 17p43 C-univ RE 2.195 $252:10 v.-• g'� Count Lib 0.143 $16.42 > 6. -118,44 PHONE(7117),76;1;7785 ll �.IIII�I VIII VIII IIIIh'II�I`II��I VIII IIID�Illd'll s '� �> � :,� Fire •..�: t29,86_ $^30.47 $33.52 ,iti!�». .,Y.,.Rarc�. >:TAX AMOUNT DUE; ::_3 $532'.69 " "' $543:57 5597.94 Kelley Blue Book Page 1 of 1 l lir / y Kelley BLue Book The Trusted Resource" Y 1i -'M Ell CHEVROLE717 i Advertisement Why ads? 2010 Chevrolet Traverse Pricing Report f, Style:is sport utility 40 Mileage:es000 f ""r Fair Good C.ondiil0n Csv:diiion ye)Good $12,54 candir,nn ..(.Oradl:ipn I Fair Condition Private Party Values Values valid for your area through ��JJ 8/21/2014 Track this car's values ©1995-2014 Kelley Blue Book Co.",Inc.All rights reserved. ©2014 Kelley Blue Book Co.,Inc.All rights reserved.8/15/2014-WI12014 Edition for Pennsylvania 17011.The specific information required to determine the value for this particular vehicle was supplied by the person generating this report.Vehicle valuations are opinions and may vary from vehicle to vehicle.Actual valuations will vary based upon market conditions,specifications, vehicle condition or other particular circumstances pertinent to the particular vehicle or the transaction or the parties to the transaction.This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party.Kelky Blue Book assumes no responsibility for errors or omissions.(v.14082) 1-ittp://www.kbb.com/chevrolet/traverse/201 0-chevrolet-traverse/Is-sport-utility-4d/?conditi... 8/18/2014 Return Mail Operations Statement date 10/25/13 PO Box 14411 i a! " Des Moines,IA 50306-3411 Loan number 0121040109 Property address 832 BOSLER AVE LEMOYNE PA 17043 Customer ServiceOnline CPOwellsfargo.com Fax 1-866-278-1179 M Telephone 1-866-234-8271 correspondence PO Box 10335 Hours of operation Des Moines,IA 50306 Mon-Fri 6 a.m.-10 p.m. 1 AT 00639/048639/000639 0134 1 ACQW 2Z 708 Sat 8 a.m.-2 p.m.CT Payments JEFFERY T SCHERTZER PO Box 11701 Purchase or refinance 832 BOSLER AVE Newark NJ 07101 1-866-867-3026 LEMOYNE,PA 17043-1820 We accept telecommunications relay-service calls. Important messages 'Change to billing cycle Summary D. to.regulatory'ohangesweare requiredto Payment(principal and/or interest,escrow) $897,62 Unpaid principal balance $111,025.16 send a.detailedstatement for,all mortgage and (Contact Customer Service foryourpayoffbalance) borneequity loans to-match your billing cycle. Total.payment $89'7,62 Interest rate 5.250% Starttngthtsirionth youwillbeginreceivingyour Interest paid year-to-date $4,920.80 billing statement based on.your payment Taxes paid year-to-date $1,525.86 .Escrow balance $736.22 frequency.rather than quarterly if applicable. This is not a bill,our records indicate your payments are s6beduled'to withdraw ' autotnatically.All funds.are.applied when sufficient funds have accumulated to make a full monthiypaymentas outlined in your.mortgage Activity since your last statement note.If you ate paying off your.loan,please Date Description Total Principal Interest Escrow Other contact- a'I' st five(5)days.prior to your next 10/25 Payment $448.81 $177,68 $486.51 $233.43 Unapplied$448.81- withdrawal date. 10/1.1 Funds received $448.81 Unapplied$448.81 10/04 Mtg ins payment $51.36- HUD RISK-BASED New online agreement 09/27 Payment $448.81 $176.90 $487.29 $233.43 Unapplied$448.81- We've updated our Online Access Agreement.To seewhathas changed 09/13 Funds received $448.81 Unapplied$448.81 pleaseyisit wellsfargo.corn/onlineupdates. 09/04 Mtg ins payment $51.36- HUD RISK-BASED 08/30 Principal payment $448.81 $448.81 08/16 Payment $448.81 $174.18 $490.01 $233.43 Unapplied$448.81- 08/06 School tax payment $1,000.52- WEST SHORE S.D.(6) 08/02 Funds received $448.81 Unapplied$448.81 08/02 Mtg ins payment $51.36- HUD RISK.-BASED TRA13-S-048639/000639 ACQW2Z S1-ET:M7-0007 140=111y payrment Loan number 0121040109 s pmt amt 1t ' c L l Additional B . • principal Check here and see JEFFERY T SCHERTZER Late reverse for address � r ch�.gas � correction. 00639/048639/0006390134 IACQW2Z708 Pleasb specify addmona:f11na� Other D "1111111111"4111'11111"r1111r11i1I1iIl'II1'11I111lII"111'rr :hrge� __ _ WELLS FARGO HOME MORTGAGE - -�`— PO BOX 11701 kadditiot�el NEWARK NJ 07101-4701 escrow L R Tote?amw_?it erizlased Y, F This is not a bill,but for your information only. do not sercash) m1. 708 011211040109 6 10000089762DO933520089762DOOODOO 000000012293574479 0 PLACEY 8 WRIGHT RICHARD L. PLACEY ATTORNEYS AT LAW OF COUNSEL WILLIAM K. WRIGHT 3621 NORTH FRONT STREET CHARLES J. DEHART, III (I 943 1999) HARRISBURG, PENNSYLVANIA 1 71 10-1 533 STANLEY J.A. LASKOWSKI (71 7) 236-9577 FAX(71 7) 236-0843 October 9, 2014 CID e 4a t rr� c�'i G-) Register of Wills ►—a M CD CUMBERLAND COUNTY COURTHOUSEx ' C cra ca c> One Courthouse Square Carlisle, PA 17013 ►=-+ r' rn RE: Estate of Jeffrey Schertzer w o Estate No. 2113-1321 Dear Madam/Sir: We enclose herewith for filing, in duplicate, Pennsylvania Inheritance Tax Return for the captioned decedent. Please time-stamp the additional copy of the first page and return it to me in the enclosed, stamped, addressed envelope. Thank you. Very truly yours, PLACEI& WRIGH ('Z* Ric RLP:hsk Enclosures Fri 7i- 1 e 02 IP $ 001-810 hf- 0003915379 OCT 09 2014 aRER ;>FlG + (SAILED FROM z3FCODE17110 ,REGISTER OF W#LL.,S ?0lq OCT 10 Pm I CLERK OF ORPHANS• COIJRT DI Mv AD d k 1 1 f F , V PLACEY &WRIGHT ATTORNEYS AT LAW 3621 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1533 TO: I REGISTER OF"WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 g-