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HomeMy WebLinkAbout01-0021 REV .1500 EX + (6.00) CAPB HpRL EplO CRAC KOTK ES REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT D E C E D E N T COMMONWEALTH OF PENNSYLVANIA (lEPARTMENT OF REVENUE . DEPT. 280601 HARRISBURG, PA 17128.0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) E Ie Mar Jane DATeOF DEATH (MM. DO. YEAR) & FILE NUMBER / ~ - / qq - /(J OFFICIAL USE ONLY 21-01-0021 COUNTY CODE YEAR SOCI.L SECURITY NUMBER 196-14-0644 THIS RETURN MUST BE FILED IN DUPliCATE WITH THE NUMBER REGISTER OF WILLS SOCIAL S URI Y NUMBER o 3. Remainder Return ~rci~ t'bf ~2e!ft82) S. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(11.) (Attach Sch 0) C P o 0 R N R D E E S N T C o M P T U A T X A T I o N DATE OF 8IRTH(MM.OO.YEAR} 03 14 1924 NAM LAST, FIRS ,"NO \DOLE INITIAL COMPLETE MAILING AODRESS John E. Slike FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsa TELEPHONE NUMBER 2109 Market St. Camp Hill, PA 17011 - 4 5 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable {Schedule Dl 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or LI 8. Totar Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Sub'eet to Tax (Line 12 minus Line 13) Copyright (c) 2000 form software only The Lackner Group, Inc. X 1. OrigInal Return 4. limIted Estate X 6. Decedent Died Testate (Atta.ch copy of Will) o 9. litigation Proceeds Received 2. Supplemental Return 4a. Future Interestcompromfse(dateQfd~thaner 12.1Z.82.) 7. Oecedent MaintaIned a living Trust (Attach copy of Trust) 010. Spousal Poverty Credit {date of death between 12.31-91 and 1~1-95) (1) (2) (3) 92,000'0-00 None None None 7,335.82 None None 18,689.95 863.46 .0 0 .0 45 .12 .15 OFFICIAL USE ONLY (8) 99,335.82 (11) 19.553.41 (12) 79,782.41 (13) 500.00 (14) 79,282.41 (15) (16) (17) (18) (19) 0.00 3,567.71 0.00 0.00 3,567.71 R E C A P I T U L A T I o N (4) (5) (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 79,282.41 x X X X FormREV-1500 EX (Rev. 6.00) Decedent's Complete Address: STREET ADDRESS 203 Norman Road . CITY I STATE , ZIP Carno Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,567.71 178.39 Total Credits ( A + B + C) (2) 178.39 3. Interest/Penalty if applicable D. Interest E. Penally TotallnterestlPenal1y ( D + E) (3) 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 relund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WillS, AGENT 0.00 0.00 3,389.32 0.00 3,389.32 ![iiiiiiiiiiiiil!ii!!!;!!:!;,!;,:,.".... "":';!;!!!!::iiii:!11ji::iiiii!!i";';':;':"""':'"':-:""""';i";;;!i:fi!iiiiiiiiii!iii:!::iiiiiiiiiii!!::!:::::::!ii;;;;;;;;;;;;;';':i:::!!!!!!i!!i!!!!iiiiiii!i iii!!!!ii .....-..,.,....,.,..,.,..,.".",..,.,..,.".",..:.".,.".,.".,."."":1:".,."..,,,,,....,.,,.,.,,.,.,,.,.,,.,.,,.,.,,.,.".".,-,_".""..,.,.,."."".",:.,..."..,..".._,."..".,"."".">''''-'.'''''-'-''''''.-''' ;'',."."".." PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN 1. liWiiimi "'X,i U!!Hii!l!i!!!iHiH ;i:iiniiili!,c:...,.,,,.............'."'i',''',',,'';'',.,.. ""i;\!T\fii;!";;!fi,;)ifi"ii;i;if';""';if",;;,,;ii,;;,lii;';;,piii;"i,P.";;,iip;",,fi;,,'iiiii'iii,l'i"i" IN THE APPROPFlIA1'EBL,()CKS Yes No ~~ 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? . 3. Did decedent own an "in trust fo( 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. o o o o o o Under penalties of perjury, 1 declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belfef, it Is true, correct and complete. Declaration of pre parer other than the personal reprt'S6ntatlve Is based on all informatIon of which pre parer has arfi k.nowledge. 11'?NATURE OEPERSON.flESP9l'.~B~EFORJ"J.I.NG.RETURN Suzanne M Kaufman n/k/ a Suzan!je M. Miner DATE 3/2 JY~' I ~"JV>-+'-fl1tU<LMa~ If rvv>-- ') JL ':'""~ 60 Hummel Ave., 2nd Fl. "" i!a-V'd I s: w,~ ^'-t.R. "\ --L~mo--- ..-,--pj..- - -17('-43 --- u. - -(3v-.--e>e<etcrof?::t -- SIGNATURE OF PREPARER ERTHANAEPRESENTATIVE Saidis, Shuff, Flower &: Lindsay 2109 Market St. - - 'earn- - -illYi - - PA - - iiiiii -.- - - - - - - - - - - - - - - - - - - - - -- !j~ In I DA . I For dates of d h 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% [72 P.S. 9116 (a) (1.1) (j)]. 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"10 [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 fillng 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(aXllj. The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 120ft. [72 P.S. 9116(aX1.3}]. 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1S0D EX (Rev. 6-00) 'REV~ 1502 EX t (1-97) COMMo.'lWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN , RESIDENT DECEDENT ESTATE OF , Mary Jane Eppley SS# 196-14-0644 12/29/2000 21-01-0021 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 knowledae of the relevant facts. Real property which is iOintly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 203 Norman Road, Camp Hill, PA (value based on sale price - see settlement sheet attached) SCHEDULE A REAL ESTATE FILE NUMBER 92,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 92,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV..1502 EX (Rev. 1-97) -REVQSOa EX +(1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary Jane Eppley SS# 196-14-0644 12/29/2000 21-01-0021 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned wjth the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Allfirst Bank, checking acct. no 0045732078 VALUE AT DATE OF DEATH 1,028.13 2 Allfirst Bank, savings acct. no. 80000002183627 accrued interest 25.27 0.01 3 Allfirst Bank, certificate of deposit no. 80000002183795 accrued interest 3,038.56 22.08 4 Refund from cancellation of car insurance policy 138.00 5 1986 Pontiac 6000, poor condition 500.00 6 7 Personal property and household furnishings (distributed in-kind to heirs) Personal property and household furnishings (based on sale prices) 1,175.00 1,325.00 8 The Patriot News, refund 31.55 9 medical expense reimbursement 52.22 TOTAL (Also enter on line 5, Recapitulation) $ 7,335.82 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1508 EX (Rev, 1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTAT OF Mary Jane Eppley Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 ,AEV.1512 EX t (1 ~97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfj 196-14-0644 FILE NUMBER 21-01-0021 12/29/2000 DESCRIPTION AMOUNT 19.87 16.26 67.50 52.00 41. 37 126.26 28.08 19.47 24.34 27.88 175.00 209.34 1.00 8.88 20.66 17.15 8.40 Verizon, phone bill PAWC, utility expense Lower Allen - sewer and trash removal Bar Plumbing, repairs PPL, utility expense DGI, utility expense PPL, utility expense Verizon, phone bill Quantum Imaging, medical expense Lehigh Ambulance, medical expense Daniel H. Clem, repairs to spouting Reimbursement to Suzanne Miner for repairs to house (door) PA Dept. of Revenue, PA40 for 2000 PAWC, utility expense PPL, utility expense Verizon, phone bill PAWC, utility expense TOTAL (Also enter on line 10, Recapitulation) $ 863.46 (Jf more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rell. 1-97) REI/.-1511 EXt(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS C6MMO~WEALTH OF PENNSYLVANIA INHERITANCE TPoX RETURN . RESIDENT DeCEDENT ESTATE OF Mary'.Jane Eppley FILE NUMBER 21-01-0021 SS{/ 196-14-0644 12/29/2000 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: Myers Harner Funeral Home Flowers Funeral Luncheon Grave opening B. AMOUNT 6,084.00 316.41 169.79 475.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative{s) Street Address waived City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees Saidis, Shuff, Flower I;, Lindsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4,967.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills 229.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs The Cumberland Law Journal, estate The Patriot News, estate notice PNC Bank, check fee Erie Insurance, fire and liability Costs incurred in sale of house: realtors commission notary fees transfer taxes prorated taxes 5,050.00 12.00 920.00 194.22 notice 75.00 115.53 13.00 69.00 6,176.22 premium TOTAL (Also enter on line 9, Recap"ulation) $ 18,689.95 (If more space is needed, insert additional sheets of the same size) Copyrfght(c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev, 1~97) ,REV..1513 EX +(9~OO) COMMO~EA~TH OF PENNSY~VANIA IN-HERITANCET,.;;( RETURN RESIDENT DECEDENT ESTATE OF Marv Jane Eoolev SSj, 196-14-0644 SCHEDULE J BENEFICIARIES 12/29/2000 FILE NUMBER 21-01-0021 HELATIONSHIP TO DEq:DENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal distributIons, and transfers under Sec. 9116(aX1.2)1 1 Suzanne M. Miner 60 Hummel Ave., 2nd Fl. Lemoyne, PA 17043 daughter 1/2 of residue 2 Carol Jane Wisner 7543 Carlisle Rd. Wellsvil1e, PA 17365 daughter 1/2 of residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Camp Hill Church of God 123 N. 21st St. Camp Hill, PA 17011 500.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 500.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV...1513 EX (Rev. 9-00) SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp HilI, PA i, , I LAST WILL AND TESTAMENT OF MARY JANE EPPLEY I, MARY JANE EPPLEY, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- i ment, hereby revoking any will previously made by me. I , I [, I' :1 I: :1 I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath the sum of $500.00 to the Camp Hill Church of God. III - I devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate unto my daughters, Suzanne Marie Kauffman currently of Mechanics- burg, Pennsylvania, and Carol Jane Wisner currently of Dover, Pennsylvania, or their issue per stirpes. IV - I appoint my daughters, Suzanne Marie Kauffman and I Carol Jane Wisner, Executrices of this, my Last Will and Testa- ment. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on ,f .^' . "-~ I ...........L-...f this, the f day of ,J', , 1996. " / I ~ '\ \ c 1,\ J'-...~" .~ .l....,""- :.\1"'~'-\(SEAL) MARy'J'ANE EPPLEY' -c\ ~ Signed, sealed, published and declared by MARY JANE EPPLEY therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her \ presence, at her request, and in the presence of each other, have , I I , II I, II !( 'i d " ii '\ , i\ :! :'1 , , :1 <I i! , 'I Ii " il il il 'I ~ '[ :1 SAIDIS, GUIDO, :,\ SHUFF & !j MASLAND i 2109 Market Street Camp Hill. PA hereunto subscribed our names as attesting witnesses. f" ~ I t~) /IJJ Address p /a~ , Name J I q, I ;2;0:7 iJlcv/eJ Sf C~al / . Address , ,I Ii 'i I, I' , " 'I :! ii 'I II II , I' I I, !I it i !I il II il , ii SAIDIS, GUIDO, il SHUFF & :( MASLAND I, iI 2109 Market Street II Camp Hill. PA COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. , I , I il 'I I' ii !I i! :j " Ii Ii ii ,I II I !: II i! I Ii \\\ c \ '"'L\./-.. ...j Ct... '1, \'"'-. c4lestatrix [J'~':\.. ' .---- " " iI 'I Subscribed, sworn to and acknowledged testatrix, and subscribed and,sworn to before nesses, this ki- day of I" ' , before me by the me by both wit- , 1996. [.'.- i il 'j ii 'I iI 'I " I' ii il {1'"1 0' ,~, My %i"';i~:, :..__..-=.:(~, ~__J-, Notary Public OMS NO 2502 0255 -", . ,r A. B. lYPE OF LOAN: U.S. DEPARTMENT OF HOUSING &. URBAN. DEVELOPMENT '.oFHA 2.DFmHA 3.0CONV. UNINS, 4.oVA 5. e9CONV. INS. 0, 01042 . , I' , SETTLEMENT STATEMENT 0, MvR I vAGE IN5 CASE NUM8ER, I c. Nv'"' This form is tvmishod to give you a statement of actual sefl/emont costs. Amounts p6id 10 and by 1M settlemcnt agont aro shown. I Items marked HiPOCr were paid outside the Closing; they are shown herQ for informational purposes and are not includud in the totals. 10 3I9lI (Ol042,~1042120 U. NAMt: AND ADlJRC:SS Of tlURKUWER: E. NAME AND AVU"""" Or SELLER, F. NAME ANu ADuR'-SS V" LtoNutoR' Elain" A. Tyler Estate of Mary Jane Eppley Gateway Funding Diversified lIAortgage Services G, PROPERTY LOCATION, H. SETTlEMENT AGENT, 251-63.6397 l. SETTLEMENT DATE, 203 Norman Road Keystone Land Transfer. Inc. Camp Hill. PA 17011 March 15, 2001 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 3425 Market Slreet Camp Hill, PA H011 " vr to" ~ K. S . 1 SS AMOUNT DUE FROM BoRRUWER: 400. l.:iROSS AMOUI'H OUE TO 5ELLEK: 101. Ontract .::i~lles nee I Ontrac aes no. ,u<. erl'iona rope Y I arsona ropcrty I et emen ar~'Cs to orrowur .ne u I 0 ,.uo, I 4. i ,"0, I , jU, ens u( oms oJJ y e erm vanCe rjUSlments orflolTl31"aui 1Jy e erm a vance I y own axes '" I i 4Ul:i. L;ltYf own axes to , <og olmty I axes Uoll"'U1 to UW1IU': 0 .I.;ounty axes I ;:l/U- to U1/U1iU~ , 1Ul', :5cnOOJ (ax 0 I . ::;.cno ax 01 0 . I ewe, to ewer "'sn 0 , ",s 0 1 I m, 120, GROSS AMOUNT DUE FROM BORROWER I 96,052,08 420. GROSS AMOUNT DUE TO SELLER , 92,492,70 I 200. AMGUNTS PAID BY OR iN BEHALr Ur BORRuWEI<: 500. REDUC IONS IN AMuUNT DUe: TV SELLER: 201. epOSl1 or earnest money I I :;lUl. t:;xcess uepOSlt l~~e InstrucllOns) . :W:i:::. Principal Amount 01 New LCiJn{S I 01,400,00 ~)U~. ;)etnemem t,;narges to ~e ,er (LUlU 14UU) MoO,'" 200. xlsflng oan{s} taKen suDJeGtld I I ';:l\J~. t:.:<15tmg cants) I""en SUOJCCtlo 204, , I :JU.;o, t"ayol1' Olllfst Mortgage I 200. I I :JU::l. /""ayol1' O( 50cona MOrtgage 2UO. I eposl also. as procee s , I I I AOJlJstmems rot lle/1lS unpalU tjy ::>Ciler Ac.lJustmcnts /"or Items unpai y tJlsr IY/own axes to , t IY own ICllteS to I ounty axes 0 , ounty axes 0 I ~1~. ~chQOI fax 0 , ,S 00 a, 0 , ' 4, I , 1"0, I I I I ,,0. , "0. I "'., I''', I 220. TOTAL PAID BY/FOR BORROWER I 90,400,00 520. TOTAL REDUCTiON AMOUNT DUe seLLER I 6.668.92 I oUU. c 'MIIU , I i:>I.lU. CA;;il1 Al ~l:.l JLI:Mt:; r L:=.l: lOSS un Ge rom orrower me , 0.;). 0 ross meul'll U. 0 He Ine I I 'L, ;':.iJ e:s5 moun a;t1 YI or onuwcr Inc " 0 ess e uellons GO e lcq Ine I u, 303. CASH ( X FROM) ( TO) BORROWER , 5,652.08 603. CASH ( X TO> ( FROM) SELLER I 85.823.78 I The undersigned hereby Clcknowledge rec.elpt of a completed copy of pages 1 &2 of tt1is statement .& any attachments referred to herein. ~c> ---<.. BO"owee ." ('" ) '-.. \ ~ , ~~Ule A. Tyler ~' ~- Sell ~ {(/J\.-.~ J I Ut..{..<.....L l~ ,. sL:.i r i\lal y June ppley [7bO.--rOTAl. COMMISSION Based on ;Jilce-- - - - S - -...----~.-. u_@ LJlYlS10n Of t.;ommlSSlon me as C OW5; IIU. . :) i.,/OU.UU 10 e ax ea Y 'SOClateS;ll'iC. I.UU 10 e <lr -~t;) ace ea S e ~mmlsslon ::11 J e c e "TU'r." ransacuon rec m ellVl3X ~e:JflY ASSOClams inC. BOO. ITEMS PAYABLE IN CCNNECTlON WITH LOAN B'lJT.'T'"oail ,iqll1allon l"'ec 0 0 EQ2:-Lo.:m LJlscoun "to ~pralsa ea 0 """G3Tcw<JY rUlloll1g ~04. (,,;18! e or a eway un Ing IjU::l. Lancers mspec Ion rea 0 "'BlN:Nlor gagEllns. pp. -ee 0 ~ssump Ion es 0 llms. LJe IVery ee 0 a <;jway un mg umen rep3rGl Ion ae 0 &,.eway un mg ~1U. !-ICO <:rj lea Ion 0 a eway un 109 n erwnung rea 0 a eway r-unom x .::.ervlce lOl3a1eway un 109 VI W ee 0 a away un log 01<. ,.'0. ;>rro. CJITT: 1.1". "V. ,.LU. 900. ITEM... R BY LEN.DER TO BE PAlO IN ADVANCE 901. \f'terest From O~F\5i()' \0 04i01101 @ ',) ~o gage nsurancc remlUm or mon::; 0 903-:Hazar nsurance remlum or 1.0 years 0 904. w,. HlOO. :c.::.En. ~ DEP031 fED WITH l.t:.NDE, 1001. Haz;;rd Insurance :r:oo-O 1Ua2~ortgo.ge Insurance TrnJ3: I YI own axes 1004. Coun y axes 00 ax months men s 1110n s 1110m s mom s man s mom,s man 5 I> to to o o 'To o to Jom Il{e, % o,O:iU.OQ IVerSl.le IverSl1 r gage ervlces or gage ervlC s IverSI Ie . ongage ~eNlGes IverSI leCl-MO gage :::iervu:;es JVerSllIeCl Mar ga e enm;;e IverSI Ie or gOl~e ervlces werSllC or age erv s IVCfSl Ie ag ervlces Iday 17 days , %) PAli..I,."'-',,l r'k',-, , "V . aORROWER'S FUNOSAT SETT\.EMENT SELLER'S F1JNOSAT SEmel''''' -,;lJ'U:UU '.UO 70. 299.20 1 .25 per month- 5 .7 pN mon pee month :i.!;I3per mon l.65 0:':.\)4 per montrl 620.J9 pN man pi.::r mon pee mon - ., sqUire o e'is one LanQ I ransrer, Inc. ~ ggrega e JUS men -rn;r.-rn Lo "HAK"c. 1101. SetUement or Closing Fee -nU2: S.ract or "~ earen 1103, Title Ex:amin3\\on 11 \J.. JlIa Insurance In er ~ uocumen repara on . 0 ry eas . mays ees m u e ova i am nurn crs: I e I(lsurance 0 eys one n rans ar, nc. me u es a ve I em numb8,scndorsemel1.s 111\,)9. an e s ove age IlllU. wne S 0'1 rage 1111. t.;losmg t-'rmec.lon e er = rr. 1'20([ 'v'I;RNMEN l ,...[ RDING AND TRANSF~R CHARGe;) 1201. Recording Feas; Deed $ 25.50; Mortgage S 47.50; 1 Y un Y a ..:> mps. e a e I ax .:l amps: evenue Stamps 203. 204. ZU5. 1300; A I' luNA 1301, Survey m. est ns;>ccon ~.. uny?\;;)( . :.::u~. ~\larfan y TJOS. 1 O. ME r CHARGeS to o o o Releases $ L. or .ag8 o gage ." owers as on ro ary nn nor, re?SlJrer , l.EM..:;NT CHARGES (Enter on l-ines 103, ection J and S02,--SectiQ'n Kl A oley I.... , 12:01: "."U 13.00 -921T.00 ~ 3,S"c..J8 . 68-:92 .liy Sloning paOli 1 ", ltlLS S"'l<>",~"'. ''''' ...g"~'''''''" "'~""'NI""~O "'W,~, at a ca",pI"te>! <~p~ 01 t."~,, ~ 01 LI.". 11"0 ~"1I" S II "Ill. ~ f.'I/,# (J /" V- V l. (/(f)t Ofr-- 1\eys one-rana-Trans er nc. Settlament Agent Certified to be a true copy. !l allflrst - Account Agreement and Receipt for Time Deposit Pennsylvania (Non-Negotiable and NotTransferable) BRANCH NO. TYPE NO. TERM TYPE OF ACCOUNT BIRTHDATE 135 103 12 MONTHS FIXED RATE CD 03/14/1924 CONTRIBUTION YEAR TYPE OF CONTRIBUTION SOURCE OF FUNDS ISSUE DATE . N/A N/A 25 08/11/2000 INITIAL DEPOSIT INITIAL ANNUAL RATE TYPE OF RATE 3,000..00 . 5.100 PER ANNUM INTEREST PAYMENT OPTlON(NON-RETIREMENT ACCOUNTS) COMPOUNDS QUARTERLY; ADDED TO PRINCIPAL AT RENEWAL DEPOSIT ACCOUNT NO. ACCOUNT NUMBER CERTIFICATE NUMBER 8-000-000-2183795 2183795 NAME(S)/CONTRACT CODE(SI SS NaiT AX ID Owner(s) Signature(s),Theunoersigned hereby:acknowledge recelpl and acceptance;<llthe AccountDisciasute a the 8ank's Rules lor COrlSumer Deposit AcCounts. n\ f' MARY JANE EPPLEY 196.14.0644 X (Iv"''' } CZ..9-''''. "'-,~\ X -::,. .j '0 4 X X X ACCOUNT ADDRESS TELEPHONE NO. Allfirst Bank I '. AUTHORIZED SIGN.AT~R , ..... 203 NORMAN RD '17.761.5678 .... CAMP HILL PA 170116127 X Jtf~ ...... ..... ..... .... TERMS OF AGREEMENT Allfirst Bank ("Bank") hereby acknowledges receipt of a deposit contained hereon which shalf bear interest for the rate and term specified on this agreement, subject 10 the terms of the Account Disclosure and the Bank's Rules for Consumer Deposh Accounts (Rules). Unless otherNise indicated this Time Deposit (Account) will automatically renewal' maturity for the term of this agreement at the rate of interest then in effect for this accoun1 classification unless redeemed within 10 days aMer the maturity date. It this account classification is no longer offered, the Bank reserves ,the right to substitute another account type. Payment may be made prior to maturity; however, there is a substantial penalty for early withdrawal. SpeCific early withdrawal penalties are outlined in the Account Disclosure. Upon the death of any owner of this account and when requested by the deceased owner's representative or by any ather owner. the redemp1ion 01 this account prior to maturity will be made without penalty. It only one nama is listed above, this Account is established subject to the sole order 01 that owner. and upon the death of the owner, the funds in the Account will, be paid the owner's estate. If two or more owners' names are shown above. identified with a contract code of JTWROS, AND, OR or withoula contract code:, the Account is established as joint tenants (owners) with right of survivorship. A joint account is subject to Ihe order of anyone owner, unless a conlract code of AND is used. in which case each owner must sign for withdrawals. Far aU joint Accounts, upon the death of one owner, the funds in the Account shall belong to the surviving owner(s), or the estate of the last owner at hiSlher death, For consumer accounts, the contract code shown above, after a person's name. indicates the legal relationship between the owner, any other persons on the Account, and the Bank. Each code is fully explained in the last pages of the Bank's RuJes. including disposition of funds upon an owner's death_ By signing above, each owner agrees that the contracl code correctly represents hisiher intentions concerning funds in the Account. Account owner(s) further agrees that such rules. terms and conditions shall bind the owner(s), the heirs, executors, successors or assigns of the owner(s) and all other present and future owners or co-owners of the Accounl. This Account Agreement is subject to the laws of the State of Pennsylvania. "'~-2::;":5.~~C6 I PNC BANK, NATIONAL ASSOCIATION RETIREMENT SERVICES P. O. BOX 3499 PITTSBURGH,PA 15230 MARY J EPPLEY 203 NORMAN RD CAMP HILL PA 17011-6127 Plan TYP~~A _1 Retirement 10 * 6~1003919 ~' PNCBANlR 000040 Tel 1-888-PNC-IRAS Bank Fin 22-1146430 Statement Period 01-01-00 Thru 06-30-00 Date 07-01-00 Page 1 Date of Birth: 03-14-24 Social Security * 196-14-0644 Principal Balance As Of 01-01-00 Contributions For This Statement Current Year Prior Year Rollover Interest Credited This Statement Disbursements Normal Fed. Withholding Principal Balance As Of 06-30-00 Interest Accrued Not Yet Credited Fair Market Value As Of 06-30-00 Period 0.00 0.00 0.00 Period 1,702.78 0.00 52.47 500.00- 500.00 0.00 1,255.25 6.84 1,262.09 SUMMARY OF INVESTMENTS Account Maturity Number Rate Date 75800015085 6.050 11-01-01 Summary Totals Interest Credited Current Value Interest Accrued Total Value 52.47 1,255.25 6.84 1,262.0 52.47 1, 255.25 1,262.0 J1S '72. 7 ~ 6.84 Cl'\ '> . ,/ ... :!} 7"2< './ -....- -----. LET PNC BANK HELP YOU PLAN YOUR WAY TO A COMFORTABLE FUTURE AND RETIREMENT. PLEASE CONTACT US TOLL-FREE AT 1-B88-PNC-IRAS (1-B88-762-4727) TO ASSIST WITH YOUR NEXT CONTRIBUTION, ROLLOVER, OR TRANSFER. OMB No. 1!S4S-0747 Ill,\Cl>7 otl~!o Ir' II 1 ' I[r.-:l~.:.~ ~.:.' ~--:~'~ 1~ 4 t~~" ~j I~grj'j ~i~!;il3 "'".~~' r~""';~,<<1.l I,~~ j;;'j 1~&;4~ !f~l~ ILJ";';~4'" :i~~t: I'l.,;,.r.--~~?-'f?-.'. :~~jJ, \b~ S~"I, fff ~"'i!:1 :I~~ I""~b ;(~~~5i: '~'>"*"P I' ft":A:, :~~! ;t~l.j~X; 6'.:'a~ir-- > ,;;:).~" >:i~ f:::~' ,/' I certi/y [hat _"r?c.~n"ahk diii.",,,..c" ,"(1" h'I'-~ ..', ,-".'C.1I'~l:'.'!inl! u~" ,,.. "j slut;>n1','''ltS pr,',,-'- 'to'_!.'n the ..lppiio.;~I:' ,);' II:' [it:~ (<I '~i~~'~( the [''''Iid.- J~'sc-,'~;J.'d her~on. ,;'1d -'~,d 'h,- ,'"'' 'J'I"i,"~hip or --, .._:: smd ~'ehlclO1 p"c.~o?.'lt._'d wIth ,~<.Jld ,IPOllt';;;tp>n,..;r"all{S :/1.~ ~SUUI"I;Cl' I"". p :ll]~{:i~~i o( .(hill certifica(" 'lomillJ:th;:, a>:,piiCf;'1t IJ.~ :a:~o'.4l 'JI_",'f1t.,. of swd . ~ .1 ) ,_ ';0 II uehicle. Wllerefore, J cerUf'.. [hat (l.~ .l( tr<' ,ic~,' !>'!H'n..,,.d h,.,reo/l. :..::--, ~ ) :~~_,,-j~ th<!. official recQ"ds or" Ow ?~'n;t.1.\'lv'~nl,i ,~"',""l~-"hll't ,,( TI"(Hl$POr ~ r:::?-"":41' tatloll n'/l"ct tllat;aid.<<.pn!luln(;~ tit<' ;'l'" 1';' ~,_,~ (~l;r:.,d 1',:r:lI::lt" _, ' , 1 '%: '~;~;'~":\\~iiilll ~;;;., ,'.)'l~$ ";[J,->'}"?',:=,:t~~;:t~G4;.;.," ;~"~:~':,;, ,~::;~n,:::.;;;'{:'~:'~~s(,;i~~,,';:J~:Q '>CJI'd'~ ",,,~,,'!"t,,,,*_"'''''''''',,,, ""'-.''',', ..' _._..~"..".. .~'4;l~Ai!.F.J..:.....:. .:':' ,.~:".')".!.",.""~,.,,,.,,..,,.,,:.,\\JQ~ ~~'~_'>>-~:-~ .,~ "'"",_ T.;O:"2i:.o~,.Z,-G-;-~T~~~-,c:=.~D~T~-~ OEPARTMENT OF TRANSPORTATiON CERTIFICATE OF TITLE FOR A VEHICLE 8,720 - ,- .-- is.wed in accordance with Section I! 05 of the Vehicle r.ode, Title is, PennsylLYJnia COluolidated Sl:6:tutes ....CCOUNT CONTROL. NUMBER 800 M,A~Y J EPPLEY 203 NOR."IAN RO CAMP HI LL COCE L.E:GENC 17011 A"ANTIQUE VEHICLE PA A38104473 , Ii>ONTIAC SON 8b nn."l.IMSIi:R "'~AR \01.. ~~ OF Vl!~IC~E COOES lG2AF19RDGT2402b7 ","..eLE IOENTll',C-'.,ION NUM~EfI , 03-11-86 '03-11-8b ~,o.x. ClAOSS....!ttICLE WEI>:lHT MAX ClRO"C.OM& I"IEI<iI'lT Iu~TCAA QDOJ,l1!T'" /THQus..1 Air-'l,,$I\C"" o,o,nOF ISSl;iE OA-rl;:ClP:\{O, T\"'1..~:) 'UP'. ...,LLJ'. ;C-';:,'Ci,; ;:.....1: S..'::;-::;?: ~:o The vehidi? ,j,:.scrihed hereon {.~ sflbjeet to thl' '::)Zlolt'r.rlJ( fir-nol-; GEi\;E,~AL !\';OTO~:~ FIRST LlE~ FAVOR OF ,. "~~-l.IE~ .1l.ELEMED ,L \' ,- _, c", / '-. '-, . .',' ':-"''"'" '_",,_' . ,....,,-. ".' '-''- V'-...;l~\;v'I\j'",\ CA.PiJ:'" 7497 ;::'"."7.., -', r......' c:..^ :' :J '.. 7~ I . /,'" -/,' " - / < '-IP.::N HOI.OER' . , CLERK GM,AC 2'191 PAXTON HA~R.ISBURG ST / 71-' r- BY' I L,,::. PA 1710S AU1'HORI2ED REPREStN1'A1'IVE SECOND LIE:-< FAVOR OF. LiE~ RELEASED DA-rE T..1G:N HOo..OI;:R BY AUTHORIZED REPRE.sltN1'A'rrVE TYPE OR PRINT on J: ,.. " o of; w ,.. on Z :E o " o ,.. o w of; w ;: o .. ~ w a: w ;< ,.. ,.. o z " ,.. o w u Z w on w of; .. ~ ,.. ;; >- z o z " u; o w ,~ ;: ::: o z w '" ,.. 'A '" " on w a: '" ,.. " Z " ir. -' <i A PURCHASER lAS, NAME FIRST NAMe MIDDLE INITIAl,. Pl.Hcha~ef', DIN Ilfaoplicablel eWE warrant !Il,~ Cefllticale " Tille lorF"il BU;,,1esl,'laml!l and lran,fer ownership " :ni, vehicle " pu{cha~{(~\ \\~ted '" :r.,. ,,,Cllon '00 certify thar eltcepr " li~ltd '" CQ-PURCHt'.Si:t< ~AST NAME FIRST NAME MIDDLE INITIAL 5dc~Jo" C. ,hi, "~'''C;~ ,;110!iulljdCrtol,enlorOlherll:!lJillclamli r-WE c~(llfy " ~n e !l;l~t at ""'1iour k"Owletl\j1.' tnallhll' odom~:~' r~ad;n9 ,\ ,.. S,RE!OT ..lo.DDRESS 4nr! '-eflec:s the actuaimile~'.ltlo; :"Ievehlcle Z ---,--- o"lcrlbed herem Icneckbt!low.f,jpollcable) w NOI to "'CI;JO~ ~e'Hh, :; n Diite'~ from ,C:LlJI m,le~lte tor OMiJea9~' ~'...;r 99.999. Z CITY STATE ZIP CODE '-J 't'4soni ottH~' :~an CJI,brJ(lon error " Jnd JCtu,,1 m'_~~ge js unknown, U; ~ WARNING, A.. naccurate odom~t~r ;"lt~,""r1! 10" ,"Jk~ '0" IlaOle " SLBSCRIBED AND SWORN TO r.l0NTH DAY YSAR ", 'dJmag", " fc)ur T'Jn:\t~r"e pur:\UJnt W . 40' lA, 0' ,Cl" MOIOr ,.. SEF0RE ME Ven,c1" Info,n1a! 0' and Call Sa~lr1qs Act at 1972 ~ - '= SIGNATURE OF PERSON ADMINISTERING OATH SfG~~'.,1't';,zr~J'lt(."'d ,v.- ~I ~---i '. ~ " X~{;',~" VJ. ' ~ :v1UMIC~?Al.!i'J COUNTY SI(7,U~COS'LL' ~(JU on - I X ' j'j' , ) -, , A /" C::1MM1SS\CN SX\l-If\'::$; ,1-"-'- ',' ,; // I 00 NOT SIGN ~~~:;e~URAi~~~~R~~~flM~O...~c.a~~~..., B P\J\>,CH..:.SER- 1.....5- NAME clRST NAME MIDDLE INITIAL , P'JrGhaSer's DIN r ~; lP I.l 10 CJ Ole) LWE oVarranl th'$ Cer"f,ca;e ot Title (or f"~11 a,-,..,~ess c)Jmel i 'M (ransfer owner~h,p o ~ :n '$ vehicle co ?"rChaS\lI\~\ h1t&d m ~:"r, > section I '0' ~erc,fv that except " listed '0 COPURCHASECl L::..ST NAME FIRST NAME MIDDLE INITIAL 5e~"a', C, tr,! s .,e~, C~ ~ s"Otiu!;llectrol",,",>orOlherlegalcla,,'f'i , :\11: c~rt"v '0 ,~.~ .'1"$: 0; ""'/.-Oll' knowleoge that the odO"'<l':~r reading ,~ >- STREET ,.,CDRE~3 and rellac:, the aewal mileage~: :I'1ev~hicle Z ---,--- dflscrioed ~e'e,,'(cn~\<.~e\ow ' ~:Jpl'C3Dle) ~ \jot ~'J "1C:I.o<;':~ :ent~> " ~ CITY ST;',!: ZIP L:CD!': - D;f'~::; trr,rr' JC:'-'JI "1'-;~1g't for OMi'~Q<,le ~f 99.999 I - '.\,'.1"> 'T,~' .~,~" CJ"Oral,on er,or ,"" '>0"" I ~ J"') l~t~" ~ "iJ<.".; ,~."."ow., ~ " I Sl.'ljS:~.118=: .:.,,\JQ SWORN TO \tO~IT~ DAY y ~ ,~~ '/':";:;'.;i'IG ~ - JC'~"'" ,-.'(JO'T1'H~' ;~3terr~r : m;;~ mo.'" 0 E:!:=--;"EI.'E ',y JJrn"~w; () " 7, J";~"~~ ;1'-',;.._"1( " ; -109 !A: '_~e :\I1010r Z , . "" ~'" 1"'0, '1'j, '; 'j:1:;l C0>: S"v',',g; AC:;Ji :972 I 0 ! I u i S!G:~",<Ui>.E<J-;: Si::...l.ER ~ \"G'''"CU :~ PERSON ADMII'-JISi :::;W-JG OATH I J ,.,.., "= ~ ~ " !x W \1L:;'-;IC~"A_ -v ::OUN'I"': , ~ S;"".ATURJ: ,j;: :::.SEl..LER I I COM:\IISSIC:: ';:XPIRES , :\ I I DO ....OT SIGN UNLESS PURCHASE A'S NAME AND ADDRESS I APPEAR TO THE LEFT! C :...IE:\) O,;.-:-E T....\F NO LIEN, ::::J I _::::~l 'JA TE l.......iF .'JOLIE:. 0 CHECK CHEC:< Z lz~ F!RST UE,':HOL:;ER l ,~=COND LlEr~HC_O~M. : w~ STf.lf~T ':'OORE.3S I :3-:-R!::, AODI'1t:SS ::;a: I " ~'C:I'-Y STAT:: Z~P -:ODE !, ,::-:-y STA7= ZIP~'JDE 0 Tr'l,; '"lndersi<J~,;C hereby make, app'~cation for Certificate 01 ,.tle :0 ::11: vei11cie c~~c:bed 'N,thlll thi, CutificJte of Tir:e, ;'Jblect ~o th~ ~11~ulT1bn,,:::es and other legal C~JmlS set forth " Seeliop C Z S:""i3SC116E:: '::','lD SWOR~~ TO ,'.1QNTH DAY Vf,<>..M j S'G;\JArU"lE OF '::'?Pl.ICA,\,T OR AojTHQRIZ;:D SIGNER Ow OlEi' ~ RiO "lE --' j.V; ,..- ,;,.~ ,,'" " ;.: ~ ':)" ~C' ';""LlCANT 7'ITL~ o!': AUTHORiZe) SIGNER <t':- ',:,:c:;.l..-u"t.: " 1>': RSC"~ ':'D'vll\J is--:::;~ ,\:G O"'T'i u~ ~ \ ~51 ~ Q...,Jo. '4 'ill..;;~ICIi';\,-7V COU:'ITY f:"-':', ,u"""",'n ;',. ,_v,'i' "';.:J.(}W"~' v:~e- t'1J~ va..... ;po"s~ ;"~ck one ot ~ "-,,r~, " "'JO:' ,c"~ck~<i :Jtl~'.""; "'~,\i<ledJ5 "T~",J'1(; -Cummon' (;!j,\-I,\,II:;S::'- , " J'_' T,.' " " ,"'1 R q~" 0' 5,,"--.-,,'sI1'P (on (i~J!~ .:;'l~ 'Jwl1e' - I , ',PIR"S ~ ~O'.>\ : ; -'-, ",rV"""(j "W'1~f' ..-> - C(J;l''TlO' 'J" '.ieJt!1 C' .."'~ OWnHf '''t~r~,' ,leceJ$ecr '''\';'~' '.]()~; ") ,"s or "':r h..",- or ~Hlt..) ..t16'351 (7~~ }rJAA~ 4 X3086406 ~)253 R VALUE OF PAID-UP ADDITIONAL INSURANCE l VALUES lCEBDS MAY BE INCLUDABLE IN YOUR GROBS INCOME. 11TH YOUR TAX ADVISOR. D oeC11 OUT 48SR CKO0027455 PI 3/ t1 C 7- q () CA-SJ.. cLOS-f~ JRANCE COMPANY OUT 080800 CKOOO27455 FOR $ 3,067.00 5204542 FOR INSURED MARY J EPPLEY :K IS FULL PAYMENT OF AMOUNT SHOWN ABOVE H OR DEPOSIT WITHIN 30 DAYS DETACH AND RETAIN FOR YOUR RECOF1D8 U1/.4:::t)/Ul 14: 37 '0'1 3Ul 934 1955 CIS AUfirst Financial Center N.A. PO Box 900 Millboro. DE 19966 . January 26, 2001 Saidis, Shuff, Flower & Lindsay Attorneys At Law 2109 Market Street Camp Hill, P A 17011 Re: Estate of Marv Jane Eovlev Social Securitv: 196-14-0644 Date of Death: December 29. 2000 Dear Sir or Madam: ~2/003 allfirst Per your inquiry dated January 10. 200 I please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: L Type of Account Golden Age Checking Account Number 0045732078 Ownership (Names oj) Mary Jane Eppley Opening Date 08/14/97 Balance on Date of Death $1.028/3 Accrued Interest $ 0.00 Total 'Jf021i.Tr' ___.__".__n_'____ 2. Type of Account Statement Savings Account Number 80000002183627 Ownership (Names oj) Chandler A. Widmayer,putma MaryJane Eppley. cus Opening Date 04108/00 Balance on Date o/Death $25.27 Accrued Interest $ .01 Total "J25.2if __..__<_.__nu._n____n_ Ul.l"O/U.l ,14:~' "0",1 JU~ MJ4 ~~~~ Cl~ I4J 003/003 3. Type of Account Certificate of Deposit Account Number 80000002183795 Ownership (Names oj) Mary Jane Eppley Opening Date 08/11/00 Balance on Date of Death $3,038.56 Accrued Interest $ 22.08 --JT06if64.--.-------............-- Total 4. Type of Account Safe Deposit Box Account Number 1000535100001160 Ownership (Names oj) Mary Jane Eppley Closing Date 12/05/00 This lelter does not include any accourUs in which the deceased may have been listed as Power afAttorney. Custodian of Unifol'ln Transfers, Representative Payee. or Trustee under a Written Agreement. For further account information, closures and/or reimbllrsement offunds refer to helow branch: HIGHLAND PARK OFFICE J44 SOUTH lOT. STREET LEMOYNE. PA 17043 717.737-3322 Sue KimoLe Assistant III Cis Services, (302) 934-2909 ~cb-~J-~~~l ~~:~~ P.01/01 ~PNCBAN< Decedent Reporting Firstside Center P7-PFSC-4-F 500 First Avenue Pittsburgh, P A 15219-3128 /SCP February 5, 2001 John E. SJike 2109 Market Street Camp Hill, PA 17011 RE: Estate of Mary Jane Eppley, Deceased SSN: 196-14-0644 000: 12129/2000 Dear Mr. Slike: Please find the date of death balances you have requested listed below. IRA ACCOUNT #75800015085 Established 08/ 1811993 MARY J EPPLEY DOD Balance: $961.74 + $4.77 accrued interest For Beneficiary or IRA information please call1-888-PNC-IRAS Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do NO Financial Transactions or Statement Orders. For Further information please clI1l1-800-4-BANKER or your local PNC Branch and ask to speak with a Financilll Services Representative. Sincerely, . ~~~ Rachelle Sciullo 1-800-762-1775 A m("mbcr of The PNC I=inancial SCl'Yicc'!i Group PNC Bark !'\i_A Pittsburgh Pt:r.nsylv;iln:;] ~ 5265 TOTRL P. 01 r~u GO U~ u~:~./p Carl MIner '/1'/ '/o<l-~:HiG4 pol Date: -Z./;;l.f~OI Tat.1J Palles: C -:2) ...... :~ASE DELIVER. IMMEDIATll.Y ~~UO ~~'--- SfJ~ A TO {};i/rvo FAX PHONE s ~ '/-~~~ ~{f ~ 6~A./L~ 6'^- - LIS() I2A4A- /h-L cf7~ ~c:Z <'tY ~~..5#t~'7 ~ ~~-k:X- ~ hCL-rZ- f2<>~ (" ~cf..r;>..-<..y, W-<- r?~ ~/\_-' t~ C~ .frt2~ ~ ~ IJ/t ~ - t:~/tAJr~ , ) ) {jJA-> d~i6Y~' ~ ~.RA7i- 0 ~ y~ ~u-A.::j-Q,:)70'.~ M E s A t~ ~Ay/r~ ~F. ~ -H CL-U. ~ J ;: ,r\..tc no ~ (~ '7("3. rf(jJi~/ 9& / Y , G E ~~rIA ~~~ FAX PHONE ROM " ',nullu;.. fails, p/.o.. (0.'0(' send,,_ Patent Pending @ Pen-Tab Indus1rie" Inc. 1997 Estate of Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Mary Jane Eppley No. ~ 1- c:> /- ;1...1 also known as , Deceased Social Security No. 196-14-0644 Suzanne Marie Kauffman and Carol Jane Wisner Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ices named in the last Will of the Decedent, dated 07/01/1996 and codicil(s) dated None none State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: none D B. Grant of Letters of Administration (c.I.a.; d.b.n.c.l.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: , Name Relationship Residence 1 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 203 Norman Road, Lower Allen Township, Camp Hill, PA 17011 (list street, number, and municipality) Decedent, then ~years of age, died 12/29/2000 at PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 5,000.00 $ $ $ $ 90,000.00 situated as follows: 203 Norman Rd., Camp Hill, Pennsylvania Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a riate form to the undersi ned: Si T ed or rinted name and residence Suzanne Marie Kauffman 60 Hummel Ave., 2nd Fl., Lemo e, PA 17043 Carol Jane Wisner 7543 Carlisle Rd., Wellsville, PA 17365 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems.lnc. /6 - /?9- /0 Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and 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 truly administer the estate according to law. Sworn to or affirmed and subscribed ~1~~y}1A~ tl~ ~u nne Marie Kauffman (2.0 d Jill< 2ju~4A./ Carol Ja Wisner d.. before me this.-..2C:day of :;'J~ ' CJ.CJ() I /Yflh.(j e, .x1UJL~ ~' f.(J. ~~~k For the Register f' No. 21-01-21 Estate of Mary Jane Eppley Deceased Social Security No: 196-14-0644 Date of Death: 12/29/2000 AND NOW, JANUARY 5, 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Suzanne Marie Kauffman and Carol Jane Wisner in the above estate and that the instrument(s) dated 07/01/1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Short Certificate(s). 6 $ 18.00 Attorney: ~L{, 0 a .~JiL/J. ~+ Register of Wills' .') ~9~, 8" n E. Slike Letters. . . . . . . $ 200.00 Renunciation. $ Affidavits ( $ Extra Pages ( 2 ) . $ Codicil. $ JCP Fee. $ Inventory. $ Other $ TOTAL $ 1.0. No: 06262 Saidis, Shuff, Flower & Lindsay 2109 Market St. 6.00 Address: Camp Hill, PA 17011 5.00 Telephone: 717/737-3405 229.00 MAILED LETTERS TO ATTORNEY 01-05-2001 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems,lnc. Form RW-1 (1991) H10'))W') REV 9(R() 21-01-21 This is to certify that the information here given is conectly copied from an original certitlc,lte of death duiy flied with Local Registrar.' The origin,ll certitlLate will be forwarded to the St,lte Vital Records Office for permanent tiling. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this cerritlcare. $2.00 ~/;iIiii"j'i;/~ #(~\.\\\ OF pl;f--~ J~~1'<F-~~ !l~ _ <- . ~~\ I~~( ~ \~~ ~:ei. .~ - \!~~ ~~~, _.f/~' ,!~~ '::::. ',,' , ;~" . , , \.~.*,I "-~ ~~ . ./-$>," -"-~?rMENn{~~,'I"" ."....".",/"~.l/IJll1~OIJIJ ~ /JC~~~L- Local Regisrrar (/ P 7022865 JAN 0 2 2001 No. Date lTEM # S- Sl-iC)tJ LX) l~;:l\r) j~S rOLL()\VS: 7& ~ /7C ~OFPENNSVLVAN'A' DEPARTMENT OF HEALTH. VITAl. RECORDS CERTIFICATE OF DEATH 5. i 43 Rev 2/81 SEX 2. Female STAre FILE NUMBER SOCIAL SECURITY NUMBER N~ME OF DECEDENT tFlrsr, Middle. lasll I. AGE (Last ,. 14 11 COUNTY OF DERH Yro UNOElllllN Houro l "''''',.. 8lRTHPLACf (ColY"" Slale at FOf8tgn Country! Enola ~::,ty)D RACE. Arn.ncan Indian. Black. White. etc.. (S_ty) lb. erland DECEDENT'S USUAL OCCUMIOH (~~~~~~u~;~:f 10. White SURVIVING SPOUSE {Jf WIle, gIve maIdel'\ n1iVl\8) 203 Nonnan Road 11. Camp Hill, Pa 17011 FATHER'S NAME (First. Middle. last} II. J hn Hildebrandt INFORMANT'S NAME (f ypelPrint) 200. Suzanne Miner METHOD OF llISPQSIT'ON BUfiaJ XJ Cremation 0 Aemoval 'rom Stale 0 Don.."",O OIt.oqSpocdyl . 21.. S CUmberland rnd -.. liwina township? No. decedent lived 174.0 w1lhinraaUIIlimll:sof MOTHER'S NAME (Filst. Middle. MaldeftSurname) 11. Elizabeth Srni th INFOfl"'ANT'S """lUNG ADDReSS (SItoot. C;Iy/lllwn. Stale. Zip Codel 2~. 60 Hummel Avenue Lemoyne,Pa 17043 PLAce OF DISPOSITION. Name of Cemetery, Crematory LOCATION. CitylTown, S'at., Zip Code or Other Place 14. l1C.rlI 'fee. o.cedenllived in MARITAL STATUS. Ma.nied N.wtr Married. Widowed. 0N<<c0d (Spoctty) Divorced 17.. $Iale Pil T.nwpr Allpn Iwp 11b.Cou crtylbcwo 230. TI"'E OF DEATH _ t.f J 24. J" - 27. MAT I: En'etlhe disuses. injurieS or compk.atiot'\Swhich caU58dlhe death, Do List onty one cause on eaCh line 2le.Zion 23b. 23c. WAS CASE REFERRED 10 MEDICAL EXAMINEAlCORONER? Ye. D ...8l 211. l~llimal. ; interval between , onset ana death , i PART II: Other signitlcent COndilions conlributlng to dltattl. but I'lO\ resumng In lhe undrtrty;ng cause given in PART I. DATE OF INJURY (Monlh, Day. Year) DESCRIBE HOW INJURY OCCURRED. Sequentially li$l conditiOns tfart't,~nQtoim~lat. c;auH. Enl. UNDEALYING CAuse IOIwas& or IllJUlV . .. tha1lMial8d e....enl.S resutnnQ If\ Qe8.th) l.AST rd d WERE AUlOPSY fiNDINGS _'LAalE PRIOA TO COMPLETION OF CAUSE Of DEATH? TIME OF INJURY Accident PendifIQ In....estigatiOR o o o :O~CE OF INJURY _ At home. lar~~eet. 1actory, oft\c. M. budding, etC, ISP6C11vl 3De. v.. D NOD Suicide .<J o D Homicide HalUf-' . PRONOUNCING AND CERTIFYING PHYSICIAN (Pt\YSlC1an bolh ;:nonourlC;ng oedlh and Cer1lli/ln9 10 cause of deafh) To lhe bint of my knowl4tdg., d..th occurred a. the 11m., dale,.illr1d pl.ce, and due to the caUM..) and manner u staled.. o ".. LICENSE NUMBER o 31e. t1 fJ - D 7 () 6 72 - L- 31d. NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF (lIem 27) Type orPr;nl L- i M"'1 L,'IA./ M. [? o lM>P"" h~// ~() ;Vi.d-IJ, Jknl n. - I' / No~ Y.. D NoD Could not be dete""lOed a.. 28b. CIJfHf\EA (Check Only Oflel 'CERTlFYlNG PHYSICIAN l,PhVSlClan certllVfng cause oi death when another Dh~~,an has pronounceo dealh ana completed \tern 23\ To ttw -.. 0' my knowhtdQ.. d.ath occurred d~ \0 ttw C8USe(S) and m.illnner.illa stated. . 29. '",eDICAl EXAMINER/CORONER On the b..i. 0' ex.mln.tlon .ndlor Investlg,lion, in my opinion, death occurred at the Um.. date, and place, and due to the C.use(l) and manner...tat_.. ......,... ... 31.. fA 17i)'fj Lf'r'VVjAf/ REGISTRAR'S SIGNATURE AND NUMBER ~~~ I~/I?"/I!I 34. ~/"-/99-/0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* 91- C/ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ~ REV-1547 EX lfP IlZ-DOl 05-21-2001 EPPLEY 12-29-2000 21 01-0021 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARY J JOHN E SLIKE SAIDIS ETAL 2109 MARKET ST CAMP HILL Amount Remitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS __ REV =l5'47-'Ex-AFP--li'2:ooY-NoTIc'E--oF-YNH'EifiTAifcE-TAx-APPRA-is'EifiNT-;-ALioWAifcE-oR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EPPLEY MARY J FILE NO. 21 01-0021 ACN 101 DATE 05-21-2001 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 B) 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 92,000.00 .00 .00 .00 7,335.82 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (1) (2) (3) (4) (5) (6) (7) 99,335.82 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 18,689.95 863.46 (9) (10) 19.5;3 41 79,782.41 500.00 79,282.41 (11) (12) (13) (14) NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 79,282.41 X 045 = 3,567.71 .00 X 12 = .00 .00 X 15 = .00 (19)= 3,567.71 PAYMENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 03-29-2001 AA478222 178.39 3,389.32 TOTAL TAX CREDIT 3,567.71 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, 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.) t IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary Jane Eppley Date of Death: December 29, 2000 will No. 21-01-0021 Admin. No. 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: 1. complete: Yes State X ; whether No administration of the estate lS 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. 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 X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative account informally to the parties in interest? Yes X state ; No an d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: "7 //7/ ~I . I ' \./\...-- ture : John E. Slike, I . No.06262 SAIDIS, SHUFF, FLOWER 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 p Esquire & LINDSAY Capacity: X Personal Representative Counsel for Personal Representative Eo REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Mary Jane Eppley Date of Death: December 29,2000 Will No.: 21-01-0021 Admin. No. 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 the above-captioned estate on January I D , 2001. Name Address Camp Hill Church of God Suzanne Marie Kauffman Carol Jane Wisner 123 North 21st Street, Camp Hill, PA 17011 60 Hummel A venue, 2nd Floor, Lemoyne, P A 17043 7543 Carlisle Road, Wellsville, PA 17365 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: ( (/6 f () ( !\./~. J n . Slike, Esquire AlDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: _Personal Representative X Counsel for Personal Representative 4 ~ "3 (/) .,.. 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