HomeMy WebLinkAbout04-17-15 (3) 1505614134
EX(03-14)(FI)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 5 0 1 3 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 1 1 9 2 0 1 5 0 9 2 8 1 9 2 0
Decedent's Last Name Suffix Decedent's First Name MI
C H A S E E U P H E M I A B
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(date of death
Prior to 12-13-82)
❑ 4.Agriculture Exemption ❑ 5. Future Interest Compromise(date of ❑ 6. Federal Estate Tax Return Required
(date of death on or after 7-1-2012) death after 12-12-82)
® 7. Decedent Died Testate ❑ 8. Decedent Maintained a Living Trust 0 9.Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
❑ 10. Litigation Proceeds Received ❑ 11. Non-Probate Transferee Return ❑ 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets only)
❑ 13. Business Assets ❑ 14.Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
G E R A L D J S H E K L E T S K I E S Q 7 1 7 7 7 4 7 4 3 5
First Line of Address
4 1 4 B R I D G E S T
Second Line of Address
ev
P - 0 B 0 X E
City or Post Office State ZIP Code 3 rn C7
CUCa.
N E W C U M B E R L A N D P A 1 7 0 7 0 m c-> '
M
Correspondent's e-mail address: Ua
REGISTjE FOLLS ONLY —rl
REGISTER OF WILLS USE ONLY
DATE FILED MMDDYYYY
N Cn p
N
DATE FILED STAMP
PLEASE USE ORIGINAL FORM ONLY
Side 1
IIIIII VIII VIII VIII VIII VIII VIII VIII VIII VIII IIII III)
1505614134 1505614134 J
lT'"�
1505614234
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: EUPHEMIA B . CHASE
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1 3 8 7 9 8 . 0 0
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3.
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 6 0 9 2 9 3 . 1 4
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested . . . . . . . 7.
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 7 4 8 0 9 1 . 1 4
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 2 5 8 3 6 . 8 4
10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule 1) . . . . . . . . . . . . . 10. 5 7 • 4 9
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2 5 8 9 4 . 3 3
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 7 2 2 1 9 6 . 8 1
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 7 2 2 1 9 6 . 8 1
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec. 9116
(a)(1.2)X.0 _ 0 . 0 0 15. 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 7 2 2 1 9 6 . 8 1 16. 3 2 4 9 8 . 8 6
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3 2 4 9 8 • 8 6
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury.I declare 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 person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNA RF OF1PE SON R PONSIBLE FOR FILING RETURN Cf
& fL C'i t(f-I S-
ADDRIESS
ROBERT G . CHASE 214 HEATHER LANE EPHRATA PA 17522
SIGNATU AR HER PERFILING THE RETURN DATE
E FOR
DDRESS
GERALD J . HEKLETSKI, ESQ • 414 BRIDGEST • n NEW CUMBERLAND PA 17070
111111111111111111111111111111111111111 IN Side 2
1505614234 1505614234 J
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address: 21 15 0132
DECEDENT'S NAME
EUPHEMIA B - CHASE
STREET ADDRESS
804 SHERWOOD ROAD
CITY STATE ZIP
NEW CUMBERLAND IPA 117070
Tax Payments and Credits:
1• Tax Due(Page 2,Line 19) (1) 32,498 - 86
2. Credits/Payments
A.Prior Payments 301000 - 00
B,Discount 1,578 - 95
(See instructions,) Total Credits(A+8) (2) 31,578 -95
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0 . 00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 919 - 91
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 ...................................................................... ❑
191
b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑X
c. retain a reversionary interest ................................................................ ❑
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? ......... ❑ ❑X
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ❑ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 step-parent 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
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
EUPHEMIA B• CHASE 21 15 0132
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
1 • ALL THAT CERTAIN LOT OF LAND WITH IMPROVEMENTS THEREON 1381?98 .00
SITUATE IN THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND
COUNTY, PENNSYLVANIA KNOWN AS 804 SHERWOOD ROAD,
NEW CUMBERLAND, PENNSYLVANIA • BEING THE SAME PREMISES
CONVEYED TO ROBERT C. CHASE AND EUPHEMIA B. CHASE, HIS
WIFE, BY EDWARD B. SMITH AND EDNA H . SMITH, HIS WIFE,
BY DEED DATED MARCH 111 19821 AND RECORDED MARCH 161
1982, IN THE OFFICE OF THE RECORDER OF DEEDS OF
CUMBERLAND COUNTY IN DEED BOOK Si VOL - 29, PAGE 3?0•
ROBERT C . CHASE DIED OCTOBER 51 20131 WHEREBY TITLE
VESTED IN EUPHEMIA B. CHASE, HIS SURVIVING WIFE,
THE DECEDENT, BY OPERATION OF LAW-
CUMBERLAND COUNTY REAL ESTATE TAX PARCEL 26-0543-1?5
TAX ASSESSED VALUE *140,200 .00 X • 99 COMMON LEVEL
RATIO= $ 138 ,?98 . 00 •
TOTAL(Also enter on Line 1,Recapitulation.) $ 13 8,?9 8 •0 0
If more space is needed,use additional sheets of paper of the same size.
REV-1508 EX+ (08-12)
pennsylvania SCHEDULE E
DEPARTMENT 4F REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
EUPHEMIA B. CHASE 21 15 0132
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
I. MEMBERS 1ST FEDERAL CREDIT UNION REGULAR SAVINGS 261 . 36
ACCOUNT NUMBER 528986-00
2. MEMBERS 1ST FEDERAL CREDIT UNION INVESTMENT SAVINGS 931?98 . 15
ACCOUNT NUMBER 528986-05
3 . MEMBERS 1ST FEDERAL CREDIT UNION CHECKING ACCOUNT 141493 . 56
NUMBER 528986-11
4 . MEMBERS 1ST FEDERAL CREDIT UNION CERTIFICATE OF 5001?40 .0?
DEPOSIT ACCOUNT NUMBER 528986-40
TOTAL(Also enter on Line 5,Recapitulation) $ 609,293 - 14
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EUPHEMIA B . CHASE 21 15 0132
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. CREMATION SOCIETY OF PENNSYLVANIA , INC . 2,138 . 00
4100 JONESTOWN ROAD, HARRISBURG, PA 17109
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. AttomeyFees: STONE LAFAVER & SHEKLETSKI 121500 - 00
3, Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4, Probate Fees: LETTERS TESTAMENTARY 415. 50
5 Accountant Fees:
6. Tax Return Preparer Fees:
7. LEGAL ADVERTISING — CUMBERLAND LAW JOURNAL 75 . 00
8 • LEGAL ADVERTISING — THE SENTINEL 190 . 54
9 • PPL ELECTRIC 305. 12
10 • PENNSYLVANIA AMERICAN WATER 97 . 98
11 • UGI UTILITIES 70 . 00
12 • PENNSYLVANIA AMERICAN WATER 60 . 16
13 • COMCAST 192 . 50
14 • NEW CUMBERLAND BOROUGH — SEWER AND TRASH 258 . 01
15 - WEAVER MEMORIALS , INC . 31480 . 00
16 • FUNERAL LUNCHEON 76 .13
17 • AT&T 2 . 35
18 - PENNSYLVANIA AMERICAN WATER 194 . 69
TOTAL(Also enter on Line 9,Recapitulation) $ 2 5,8 3 6 • 8 4
If more space is needed,use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
EUPHEMIA B. CHASE 21 15 0132
Decedent's Name Page 1 File Number
Schedule H - Funeral Expenses &Administrative Costs - B7.
ITEM
NUMBER DESCRIPTION AMOUNT
19 - MEMBERS 1ST FEDERAL CREDIT UNION FEE - ESTATE 15 . 95
ACCOUNT CHECKS
20 - PPL ELECTRIC 696 . 42
21 - UGI - GAS 40 . 00
22 - COMCAST 424 . 44
23 . BOROUGH OF NEW CUMBERLAND - SEWER AND TRASH 258 . 01
24 - NATIONWIDE - HOMEOWNERS INSURANCE 521 . 00
25 - PENNSYLVANIA AMERICAN WATER 63 . 92
26 - SHEARER LOCKSMITH 95 . 40
27 - PPL ELECTRIC 483 . 27
28 - UGI - GAS 30 . 00
29 - U . S . TREASURY - 2014 FEDERAL INCOME TAX 11674 . 00
30 - PA DEPARTMENT OF REVENUE - 2014 STATE INCOME TAX 195 . 00
31 - COMCAST 173 . 77
32 - PPL ELECTRIC 259 . 68
33 - ADDITIONAL PROBATE FEE 350 . 00
34 - RESERVE FOR CLOSING EXPENSES 500 . 00
SUBTOTAL SCHEDULE H-67 51780 - 86
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EUPHEMIA B. CHASE 21 15 0132
Report debts incurred hythe decedent prior tndeath that remained unpaid utthe date cfdeath,including unoeimbmmedmedical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
MEMBERS 1ST FEDERAL CREDIT UNION VISA CREDIT CARD 57 - 49
ACCOUNT NUMBER 4672090000556456
TOTAL(Also enter on Line 10,Recapitulation) $ 57 - 49
If more space is needed, insert additional sheets of the same size.
REV-1613 EX+(01-10)
pennsy(vania SCHEDULE
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
EUPHEMIA B• CHASE 21 15 0132
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under
Sec.9116(a)(1.2)]
1. ROBERT G • CHASE (IN TRUST) Lineal 1 /2 OF ESTATE
214 HEATHER LANE
EPHRATA, PA 17522
2 • DENNIS L • CHASE (IN TRUST) Lineal 1 /2 OF ESTATE
804 SHERWOOD ROAD
NEW CUMBERLAND, PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE,
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B,CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(l 1-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 020449
CHASE ROBERT G
214 HEATHER LANE
EPHRATA, PA 17522
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 $30,000.00
ESTATE INFORMATION: SSN:
FILE NUMBER: 2115-0132
DECEDENT NAME: CHASE EUPHEMIA B
DATE OF PAYMENT: 04/06/2015
POSTMARK DATE: 04/02/2015
COUNTY: CUMBERLAND
DATE OF DEATH: 01/19/2015
TOTAL AMOUNT PAID: $30,000.00
REMARKS: RECEIPT TO ATTY
CHECK# 115
INITIALS: WZ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
TAXPAYER
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LAST WILL AND TESTAMENT
OF
EUPHEMIA B. CHASE
I, EUPHEMIA B. CHASE, of the Borough of New Cumberland,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM I : I bequeath my tangible personalty (not including cash
or securities) and insurance thereon to such of my children, ROBERT
G. CHASE and DENNIS L. CHASE, as are living after my death, which
shall be divided among them by my Executor with due regard for their
personal preferences in as nearly equal shares as practical .
ITEM II : I devise the premises known as 804 Sherwood Wood,
New Cumberland, Cumberland County, Pennsylvania, to my son, DENNIS
L. CHASE, without liability for waste and without bond for his life
so long as he desires to use such premises as his home and pays all
costs of maintenance thereof, including taxes, assessments,
insurance and repairs, said property to be insured in a reasonable
amount insuring the interest of the remainder persons as well as
himself.
ITEM III : In the event it becomes necessary to make other living
arrangements for my son, DENNIS L. CHASE, and he no longer uses the
premises as a home for himself, I direct that the premises known
as 804 Sherwood Road, New Cumberland, Cumberland County,
Pennsylvania, be sold with the net proceeds from such sale being
added to the trust and under and subject to the terms of the trust
created under Item IV below.
Page 1 of .7
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ITEM IV: I devise and bequeath all of the residue of my estate
of every nature and wherever situate, in equal shares to my sons,
ROBERT G. CHASE and DENNIS L. CHASE, or the survivor of them, IN
TRUST, for the following uses and purposes :
A. To expend and apply so much of the net income and the
principal of the Trust as the Trustee shall, in his sole discretion,
deem advisable for the support, maintenance and care of my sons,
ROBERT G. CHASE and DENNIS L. CHASE. Notwithstanding anything to
the contrary herein stated, my son, ROBERT G. CHASE, shall be
entitled to receive one-tenth of the balance held in Trust for his
benefit on an annual basis. Payment may be on a more frequent ba.sis
if deemed by my Trustee to be more beneficial to the recipient . If
not sooner paid, the balance of all Trust funds held for the benefit
of my son, ROBERT G. CHASE, shall be paid to him ten (10) years after
my death.
B. Should my son, ROBERT G. CHASE, die before his full
share of the trust has been distributed to him, the remaining balance
of his share shall be added to and remain in trust for the benefit
of my son, DENNIS L. CHASE. Should my son, DENNIS L. CHASE, die
before his full share of the trust has been distributed to him, the
trust shall terminate and the principal and accumulated income shall
i
be paid to my son, ROBERT G. CHASE, or to his issue, per stirpes.
Should my son, DENNIS L. CHASE, survive my son, ROBERT G. CHASE,
i
and should my son, DENNIS L. CHASE, die before the trust terminates,
any remaining balance held in trust at such shall be distributed
by my Trustee to FAITH UNITED CHURCH OF CHRIST, Drexel Hills
Boulevard, New Cumberland, Pennsylvania.
C. I direct my Trustee that in exercising discretion in
paying income or principal to or for the benefit of any person
Page 2 of 7
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income not so applied shall be distributed to the beneficiary when
he or she becomes of age or competent, or to the personal
representative of the beneficiary' s estate in case of death during
minority or before becoming competent.
ITEM V: The interests of the beneficiaries hereunder shall
not be subject to anticipation or to voluntary or involuntary
alienation.
, ITEM VI : I appoint my son, ROBERT G. CHASE, Trustee of any
trust created under this my Last Will and Testament . Should my son,
ROBERT G. CHASE, fail to qualify or cease to act as Trustee, I appoint
GERALD J. SHEKLETSKI, successor Trustee.
ITEM VII : I appoint my son, ROBERT G. CHASE, Executor of this
my last will . Should my son, ROBERT G. CHASE, fail to qualify or
cease to act as Executor, I appoint GERALD J. SHEKLETSKI, Executor
of this my last will .
ITEM VIII : I direct that my Executor, Trustee or their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
f
IN WITNESS WHEREOF, I, EUPHEMIA B. CHASE, have hereunto set
my hand and seal thisday of C�Gf ,/� 2013 .
EUPHEMIA B. CHASE
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SIGNED, SEALED, PUBLISHED and DECLARED by EUPHEMIA B. CHASE,
the Testatrix above named, as and for her Last Will and Testament, .
and in the presence of us, who at her request, in her presence and
in the presence of each other, have subscribed our names as
witnesses .
AVOW 414 BRIDGE ST. , NEW CUMBERLAND, PA
Witne Address
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414 BRIDGE ST. , NEW CUMBERLAND, PA
W-i ness Address
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COMMONWEALTH OF PENNSYLVANIA:
. SS .
COUNTY OF CUMBERLAND
I , EUPHEMIA B. CHASE, the Testatrix 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
this instrument as my last will; that I signed it willingly and that
I signed it as my free and voluntary act for the purposes therein
contained.
i
EUPHEMIA B. CHASE
I
Sworn to or affirmed to and acknowledged before me by EUPHEMIA f
nc•1
B. CHASE, the Testatrix, this _ day of 06'�Oky ,
2013 . i
ary P blic
=si
ONWEALTH OF PENNSYLVAPjI
SEAL public
LE, Notary
o.Cumbe6ana CO.
ires July 7, 2t)1bJ
I
i
Page 6 of 7
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
We, and ;J'n`�;n N1 C ' the
i I
( witnesses whose names are signed to the attached or foregoing
i
instrument, being duly qualified according to law, depose and say
that we were present and saw Testatrix sign and execute the
instrument as her last will; that Testatrix signed willingly, and
that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses; that to the best of our
knowledge, the Testatrix was at that time eighteen or more years
of age, of sound mind and under no constraint or undue influence.
witness
C74�
wit
i
Sworn to or affirmed to and acknowledjgeldll before me by
�l� ✓ �/ and 0GV,'c
witnesses, this day of 0C4j'0---- 2013 .
COMMONWEALTH OF PENNSYLVANI=SEAL
ublic
JENNIFER ry PublicNew Cumbedand Co.My Commi7, 2016
Page 7 of 7 i
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Nropeny iviapper
Cumberland County, PA
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-opyright 2011 Esri.All rights reserved.Tue San 27 2015 02:45:55 PM.
104 SHERWOOD ROAD
'IN:26-23-0543.175
leedbook:0029500370
)wner:CHASE,ROBERT C&EUPHEMIA B
.and Use Code:101
'roperty Type:R
.creage:0.18
Quare feet:1033
axable Status:T
:lean&Green Status:
and Assessed Value f:32700
.uilding Assessed Value$:107500
bI Assessed Value$: 140200
ale Price$:14300
ale Date:Mon Mar 15 1982 08:00:00 PM
ear Built:1953
lunicipality:NEW CUMBERLAND 2ND WO
leight in Stories:I.
Ype of Dwelling:DETACH
rima ry Exterior:Aluminum
asement Percentage: 100
Ir Conditioning:HP
Dial Rooms:6
edrooms:3
ull Bath:1
alf Bath:i
y y 9 CoW lepeetah0
139, "799� 00
201-AT—Warranty Deed, Short Form, Act of 1909.
Henry Hall, Inc., Indiana, Pa.
RFt]0R9ED-1TFfCE OF TRF
1:D RECORDER OF DEEDS
ON8ERLAND COUNTY
PENNSYLVANIA-
&*RAS 1.6 3 42 PH,'$
MADE THE I day of i2GlGt 01l1 in the year
of our Lord one thousand nine hundred eighty-two (1982)
BETWEEN EDWARD B. SMITH and M4A H. SMITH, his wife, of Lancaster,
Lancaster County, Pennsylvania,
Grantor s,
and ROBERT C. CHASE and EUPHEMIA B. CHASE, his wife, of the
Borough of New Cumberland, Cunberland County, Pennsylvania,
Grantees
WITNESSETH; that in consideration of: Fourteen. Thousand Three_Htmdred ($14,300.00)-
-----------------------:;.��� ----------------------------------------------Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said grantor S do hereby grant
and convey to the said grantee s, their heirs and assigns:
ALL THAT CERTAIN lot of land situate in the Borough of New Cumberland, Cumberland
Coun
County, Permsylvania, bounded and described as follows:
BEGINNING at a point on the Southerly line of Sherwood Road at the Westerly line
of Lot No. 3, Block "A', on the hereinafter mentioned Plan of Lots, said point
being located one hundred thirty-eight and sixty-one one-hundredths (138.61) feet
West of the Southwest corner of the Southerly intersection of Sherwood Road and
Locust Street; thence Southeastwardly along the Westerly line of said Lot No. 3
one hundred twenty-two and four-tenths (122.4) feet to a point on the Northerly
line of lands now or formerly of Elmer E. Zimmerman; thence along the said lands
Southwestwardly seventy and sixty-three one-hundredths (70.63) feet to a point;
thence Northwestwardly along the Easterly line of Lot No. 5, Block "A", one
hundred nineteen and ninety-three one-hundredths (119.93) feet to a point on the
Southerly line of Sherwood Road; thence Northeastwardly along said line of
Sherwood Road fifteen and eight one-hundredths (15.08) feet to a point; thence
continuing along said line of Sherwood Road by a curve to the left having a
radius of five hundred nine and forty-three one-hundredths (509.43) feet, a
distance of forty-four and ninety-two ane-hundredths (44.92) feet to a point,
the place of BEGINNING.
eoaXIS29 PACE 370
BEING Lot No. 4, Block "A!' on the Plan of Lots of Highland Park Extension, said
Plan being recorded in the Cumberland County Recorder of Deeds Office in Plan
Book 5, Page 59.
HAVING ERECTED THEREW a single family dwelling house being known and numbered
as 804 Sherwood Road, New Cumberland, Pennsylvania.
BEING the same premises ui-dch N.P. Ninneman, Inc. , by Deed dated September 4, 1953,
and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "J",
Volume 15, Page 331, granted and conveyed unto Edward B. Smith and Edna H. Smith,
his wife, the Grantors herein. By Articles of Agreement dated September 30, 1957
and recorded in the Cumberland County Recorder of Deeds Office in Miscellaneous
Book 129, Page 435, the Grantors herein conveyed this same premiseq ,tcr-,,Robert_..C.
ChaseandEuphemia B. Chase, the Grantees herein.
REGISTERED BY THE
BOROUGH OF NEW CUM IRLAND
School Dist 80roue Of Cumb. Co., P3. 1
--V% Real Estate rransfpr tax Cumb. Co.., P91.
4-- - k* Reai Q' ktfa fransfer TaxETARY
at& /4 k�- .4(' . I
D Amt —Late:3
Cumb. Ca Dist. Col AgL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
�ALTY
TRANSFER MAR!6'82 1 4 3. 0
0
TAX oib
o P6.11162
AND the said grantors hereby covenant and agree that they
will warrant GENERAT-Ly the property hereby conveyed.
FOM6 29 FACE 371
IN WITNESS WHEREOF, said grantor S have hereunto set their hand s and seal s
the day and year first above written.
(SISAL)
- -------- ---- -----------------
in the Presence of
-------------- --------
---------------------- ------------- ---------------------------------
----------- WMAL I
------------
EDNA H. SMITH
---------------------- ----------------- --------- --------------------- ------------------- ------------- --------------------------------(SISAL)
State of PENNSYLVANIA
ss.
County of CUMBERLAND
On this, the 11th day of MMR C A4 19 82 before me,
the undersigned officer, personally appeared EDWARD B. SMM and EDNA H. SMITH
known to me (or satisfactorily proven) to be the person S whose names are sur,fbed to the
within instrument, and acknowledged that they executed the same for tkapl.
*Jfts,th'�rein
contained.
IN WITNESS WHEREOF, I hereunto s t my hand and official seal.
-------i2l'
Public,
. ............. 7. ------- -
----- -----
My Com-nissim 5tpx."...
MY coamlission Wei
State of
ss.
County of
On this, the day of 19 before me,
the undersigned officer, personally appeared
known to me (or satisfactorily proven) to be the person whose name subscribed to the
within instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set any hand and official seal.
----------------------- ----------------------- --------------------- .................(SIM" )
------------------------ ------------------- -----------
800t'S29 PACE 372 Title of Officer.
I do hereby certify that the precise residence and complete post office address
of the within named grantee s is 804 Sherwood Road, New Cumberland, PA 17070.
1982
--------------------------------------
Attorney for ------ ---------I --------------------------
�4
0
4J
z
cc
Pq
E-4
COMMONWEALTH IF PENNSYLVANIA
ss.
Co'linty of ----------- --------
I-of --- - 1az6--1k1------------
RECORDED on this ------------- day
A. D. 1 in the Recorder's office of the said Cowity, in Deed Book
Vol. ---------- Page ------
rzy haiul and the seal of the said office, o
Given i(ndei ce. th at, above written.
------------------ ------ �--- ecorder.
Knn&:'�99 FACE 373
St
MEMBERS 1St
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 528986-00
Date Account Established 10/16/2013
Principal Balance at Date of Death $261.35
Accrued Interest to Date of Death $0.01
Total Principal and Accrued Interest $261.36
Name of Joint Owner None
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 528986-05
Date Account Established 10/16/2013
Principal Balance at Date of Death $93,791.21
Accrued Interest to Date of Death $6.94
Total Principal and Accrued Interest $93,798.15
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffix 528986-11
Date Account Established 10/16/2013
Principal Balance at Date of Death $14,493.56
Accrued Interest to Date of Death $0.36
Total Principal and Accrued Interest $14,493.92
Name of Joint Owner None
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 528986-40
Date Account Established 10/18/2013
Principal Balance at Date of Death $500,434.05
Accrued Interest to Date of Death $306.02
Total Principal and Accrued Interest $500,740.07
Name of Joint Owner None
VISA CREDIT CARD ACCOUNT
Account Number 4672090000556456
Date Account Established 10/24/2013
Balance at Date of Death $57.49
Joint Cardholder None
MEMBERS 1ST FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
February 17, 2015
Estate of: EUPHEMIA B CHASE
Date of Death: 01/19/2015
Social Security Number: 167-14-0190
5000 Louise Drive - P.O. Box 40 - Mechanicsburg, Pennsylvania 17055 - (800) 283-2328 - w,,3,vtvmembers1st.org
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