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08-10-15 (2)
REV-1500 Ex(°2_"' 1505610143 PA Department of Revenue 01 OFFICIAL USE ONLY p Pennsylvania county code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO BOX.280601 INHERITANCE TAX RETURN 2 1 15 00.074 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT.INFORMATION BELOW Social.Security Number Date of Death Date of Birth 01 16 2015 09 08 1926 Decedent's Last Name Suffix Decedent's First Name MI MAILEY ROBINA L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH,THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ❑ 2. Supplemental Return ❑ 3.Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a,Future Interest Compromise ❑ 5. Federal Estate Tax Return Required (date of death after 12-12-82) 8 Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes ❑ (Attach Copy of Will) ❑ (Attach Copy of Trust) ❑ 9. Litigation Proceeds Received ❑ 10.betousal ween Poverty ov r y Candt(Date a )f Death E] 11.Election Attach Schedule underto tax Sec.9113(A) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number M LISA MARIE COYNE 717 737,0464 tsEmSTER OFgILL!@StONLY, CO First Line of Address "t :FD p. 1' ¢—A Chi C11 3 9 0 1 ` MARKET STREET yC� Second Line of Address ►—+ "_ C City or Post Office State ZIP Code ( DATE FILEDr. CAMP HILL PA 170114227 Correspondent's e-mail address: liSa@coyneandcoyne.com 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,corredt and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN F PERS N SPONSIBLE FOR FILING RETURN DATE ROBIN L.BURNS o/ ADD SS 159 LAKESIDE DRIVE,JUPITER, FL 33458 SIGNATUR REPARER OT R THAN REPRESENTATIVE DATE LISA MARIE COYNE ��7—-2 I 4n9 e&Coyne, P. Market Street, Camp Hill, PA 170114227 Side 1 1505610143 1505610143 j 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: M A I L E Y, R O B I N A L RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 150 , 000 . 00 2. Stocks and Bonds(Schedule B).................................. 1 , 556 . 48 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5• Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 5 0 0 . 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 1 , 496 . 21 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. 8. Total Gross Assets(total Lines 1 through 7).......................................................... 8. 153 , 552 . 69 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 53 , 14 2 . 21 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10. 3 , 909 . 25 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 4 57 , 051 . 46 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 96 , 501 . 23 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. 96 ,*501 . 23 TAX COMPUTATION-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.00 15. 16. Amount of Line 14 taxable at lineal rate X .045 96 , 501 . 23 16. 4 , 342 . 5-6 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE................................................................................................................... 19. 4 , 342 . 56 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. X❑ Side 2 1505610243 1505610243 REV`1500 EX Page 3 File Number 21 - 15 - 00074 Decedent's Complete Address: -DECEDENT' MAILEY, ROBINA L STREET ADDRESS 413 Deerfield Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 4,342.56 2. Credits/Payments A. Prior Payments 6,348.00 S. Discount Total Credits(A +B) (2) 6,348.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 2,005.44 Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 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;.................................................................................. x b. retain the right to designate who shall use the property transferred or its income;.................................... x c. retain a reversionary interest;or.................................................................................................................. x d. receive the promise for life of either payments,benefits or care?.............................................................. Q 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... ❑ FAI 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... ❑ Q 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?...................................................................................................................... ❑ ❑x 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 January 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,wether by bloo or adoption. Tpennsylvania DEPARTMENT OF REVENUE SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT FILE NUMBER ESTATE OF MAILEY, ROBINA L 21 - 15-00074 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 wilfing seller,neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which 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. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 413 Deerfield Road, Camp Hill, Cumberland County, PA--See HUD-1 150,000.00 TOTAL(Also enter on Line 1, Recapitulation) 150,000.00 •���I". A. Settlement Statement (HUD-1) 1.❑FHA 2.❑RHS 3.©Conv.Unins. 6.File Number: 7.Loan Number: B.Mortgage Insurance Case Number: 15286 MBG1507095382 4.❑VA 5.❑Conv.Ins. C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown Items marked "(p.o.c)"were paid outside the closing;they are shown here for informational purposes and are not Included in the totals. _D.Name&Address of Borrower: E.Name&Address of Seller: F.Name&Address of Lender: Holly A.Chase Robina L Malley Estate Residenlial Mortgage Services,Inc. 3005 Cyprus Road,Dover,PA 17315 413 Deerfield Road,Camp Hill,PA 17011 24 Christopher Toppi Dive,South Portland, ME 04106 G.Property Location: H.Settlement Agent: I.Settlement Date:08/07/2015 413 Deerfield Road 1st Advantage Settlement Services Inc. Disbursement Date:08/07/2015 Camp Hill,PA 17011 6375 Mercury Drive,Suite 102,Mechanicsburg,PA 17050 Lower Allen Township t Telephone:717591-7755 Fax:717-591-7756 Place of Settlement: ITitleExpress 6375 Mercury Drive,Suite 102,Mechanicsburg,PA 17050 Printed 08/06/2015 at 8:33 am by VW 100. Gross Amount Due from Borrower 400. Gross Amount Due to Seller 101. Contract sales price 150,000.00 401. Contract sales price 150,000.00 102, Personal property 402. Personal property 103. Settlement charges to borrower(line 1400) 5,625.40 403. 104. 404. 105. 405. Adjustments for items paid by seller In advance Adjustments for Items paid by seller In advance 106.`CityAown taxes to 406. City/town taxes to 107. County taxes 08/07/2015 to 1213112015 401.95 407. County taxes 08/07/2015 to 12/31/2015 401.95 _ 108. School Taxes 0810712015 to 06/3012016 1,834.14 408, SchoolTaxes 08107/2015 to 06/30/2016 1,834.14 109. 3rd Qtr.Sewer 08/07/2015 to 09130/2015 41.85 409. 3rd Qtr.Sewer 08/07/2015 to 09/30/2015 41.85 110. 3rd Qtr.Trash 08107/2015 to 09130/2015 35.31 410, 3rd Qtr.Trash 08/07/2015 to 09130/2015 35.31 111. 411. 112. 412. 120, Gross Amount Due from Borrower 157,938.65 420. Gross Amount Due to Seller 152,313.25 200. Amounts Paid by or in Behalf of Borrower 500. Reductions In Amount.Due to Seller 201. Deposit or earnest money 2,000.00 501. Excess deposit(see Instructions) 202, Principal amount of new loan(s) 120,000.00 502. Settlement charges to seller(line 1400) 17,593.41 203. FxisUn loos taken su'ect to 503. Exislin loan(s)taken subject to 204. RMS Excess Deposit 65.00 504. Payoff of first mortgage loan 205. 505. Payoff of second mortgage loan S 206. 506. 207. 507. 208. 508. 209. 509. Adjustments for Items unpaid by seller Adjustments for Items unpaid by seller 210. Cityltown taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. School Taxes to 512. SchoolTaxes to f 213. 513. i 214. W. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220• Total Paid b ifor Borrower 122,065.00 520. Total Reduction Amount Due Seller 17,593.41 300. Cash at Settlement fromlto Borrower 600. Cash at Settlement tolfrom Seller 301. Gross amount due from borrower(line 120) 157,938.65 601, Gross amount due to seller(line 420) 152,313.25 302. Less amounts paid by/for borrower(line 220) 122,065.00 602. Less reductions in amount due seller(line 520) 17,593.41 303. Cashg ❑X From ❑ To Borrower 35,873.65 603. Cash ❑X To ❑ From Seller �qw 134,719.84 IMa lamu uRUlfpr�a.wnerM1lrv.1E 0618 od,iNllNmCEf�NO eenMMiltlllyh oimtC�'tlAe Ahtlmn2 h,MrMtiq�y,Thh& �IRneElo povke lheM�aloi RESPA mve2E 4fwtlbn Mlh MertmVon m,Mq qe� a .eNem{M Pis l Previous editions are obsolete Page 1 of 4 HUD-1 700. Total Real Estate Broker Fees $7,500.00 Paid From Paid From Division of commission line 700 as follows: Borrower's Seller's 701. $3750.00 to Keller Williams of Central PA Funds at Funds at 702• $3,750.00 to Re/Maxlst Advantage Settlement Settlement 703. Commission paid at settlement 7,500.00 704. Commission to Re/Max lstAdvantage 410.02 705. Commission to Keller Williams of Central PA 175.00 Items Pa able in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000%or$0.00) $1,074.00 (from GFE#1) 802. Your credit or charge(points)for the specific Interest rate chosen $ (from GFE#2) 803. Your adjusted origination charges (from GFE A) 1,074.00 804. Appraisal fee to Rogers Appraisal Services,___$410.00 P.O.C.(B")(from GFE#3) 805. Credit report to (from GFE#3) 806. Tax service to from GFE#3 807. Flood certification to Altlsource Flood (from GFE#3) 11.00 808. to 900. Items Required by Lender to be Paid in Advance 901. Dally interest charges from from 08107/2015 to 09/01/2015 @$11.09591day (from GFE#10) 277.40 902. Mortgage Ins.Premium for months to (from GFE#3) 903. Homeowner's insurance for months to Nicholas Agency Allstate Insi $389.63 P.O.C.B'(from GFE#11) 904. months to from GFE#11 1000.Reserves Deposited with Lender 1001.Initial deposit for your escrow account (from GFE#9) 1002.-Homeowner's Insurance months @$ 0.001nionth $ 1003.Mortgage Insurance months 0.00/month $ r 1004.City Property Tax months @$ 0.00/month $ 1005.County Property Tax months $ 83.17/month $ 1006.School Taxes months $ 170.03/month $ 1007.Aggregate Adjustment $ 11100.Title Charges 1 1101.Title services and lenders title Insurance . $ from GFE#4 1,418.00 1102.Settlement or closing fee to $ 1103.Owners title insurance-First American Title Insurance Company $ from GFE#5 150.00 1104.Lenders title Insurance-First American Title Insurance Company $1,275.00 i 1105.Lenders title policy limit$120,000.00 Lenders Policy 1106.Owners litte policy limit$150,000.00 Owners Policy 1107.Agent's portion of the total title Insurance premium $1,105.00 to 1 st Advantage Settlement Services Inc. 1108.Underwriters portion of the total title Insurance premium $320.00 to First American Title Insurance Company 1109. 1110.Notary to Vidde Welker 10.00 1111•Tax Certification Fee to 1st Advantage Settlement 20.00 Services Inc. 1200.Government Recording and Transfer Charges 1201.Government recording charges $ (from GFE#7) 190.00 1202•Deed$79.00 Mort a e$111.00 Release$ 1203.Transfer taxes $• (from GFE#8) 1,500.00 , 1204.City/County tax/stamps Deed$1,500.00 Mortgage$ 12Q-5.State Taxlstamps Deed$1,500.00 Mortgage$ 1,500.00 1206• Deed$ Mortgage$ 1207. $ 1300.Additional Settlement Charges 1301•Required services that you can shop for (from GFE#6) 1302.Home Warranty to American Home Shield 594.98 1303.Deed Prep _ to Coyne&Coyne POC S 1304.2015116 School Tax to Bonnie Miller 2,040.41 1305.Escrow for Inheritance Tax to 1st Advantage Settlement Serv. 6,348.00 'i r - r r 5,625.4017,593.41 'Paid outside of dosing by(B)orrower,(Sister,(L)ender,(I)nvestor,Bro(K)er."Credit by lender shown on page 1."'Credit by seller shown on page 1• Prevlous editions are obsolete Page 2 of 4 HUD-1 Comparison of Good Faith Estimate GF. and-HUD=TChar'es.,. Good Faith-Estimate HUD-1 Charges That Cannot Increase HUD-1 Line Number., Our origination charge #,,801• 1,074.00 1,074.00 Your credit or charge:(poilts)for the specific interest rate,chosen, •#i_802 r 300.00 0.00 Your adjusted odgination charges, g-803 1,374.00 1,074.00 Transfer taxes #-1203. 1,500.00 1500.00 Charges That in.Total Cannot Increase More.Than 10%• Good Faith Estimate. HUD-1 Government recording charges # 1201 200.00 190.00 Appraisal fee # 804 475.00 410.00 Credit report #-805 _ 0.00 0.00 Flood certification #,'807 11.00 11.00 Title services and lender's title insurance #,,1101 1,115.00 1,418.00 Owner's title Insurance'-First American Title Insurance Company-. #'1103- 400.00 150.00 2,201.00 2,179.00 increase NO - ra—rg—w- $ -22.00 or -0.9995% Charges That Can Chane Good Faith Estimate HUM Initial deposit for your escrow account #1001 0.00 0.00 Daily interest charges from #901 $11:0959/da 277.40 277.40 Homeowner's Insurance .#'903_ 0.00 389.63 Loan Terms Your Initial loanamcurit is $120,000.00 Your loan term is. 15.years Your Initial interest rate is' 3.3750% Your initial monthly amount owed for pnhapai;Interest;`and anymortgage $850.51 Includes insurance is ' ❑X Principal ❑X Interest ❑Mortgage Insurance Can your interest rate rise?r ❑X No. ❑Yes,it can rise to a maximum of %,The first change will be on I / and can change again every years after I I .Every change date,your interest rate can increase or decrease by %. Over the life of the loan,your Interest rate is guaranteed to never be lower than %or higher than %.. Even If you make payments on time,can youf loan balance rise? Q No. ❑Yes,it can rise to a maximum of$ Even If you make payments on time,can your monthly amount owed for.• X❑No. ❑Yes,the first Increase can be on I / and the monthly principal,interest,and.m6rigage.insurance rise?, amount owed can rise to$ ,c The maximum It can ever rise to Is$ Does your loan hive.a prepaymeht penalty? Q No. ❑Yes,your maximum prepayment penally is$ Does your loamhave a balloon payment? Q No. ❑Yes,you have a balloon payment of$ due in years on I I Total monthly amount•owed including escrow account payments ❑X You do not have a monthly escrow payment for Items,such as property taxes and homeowner's Insurance.You must ply these Items directly yourself. ❑You have an additional monthly escrow payment of$ that results in a total initial monthly amount owed of$ This Includes principal,interest,any mortgage insurance and any Items checked below: ❑Property taxes ❑Homeowner's insurance ❑Flood Insurance ❑ ❑ ❑ Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 3 of 4 HUD-1 .i HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it Is a true and accurate statement of all receipts and disbursements made on my account or by me In this transaction.I further certify that I have received a copy of the HUD-1 Settlement Statement Holly A.66as. ROBBIINA/L.MAILEY ESTATE SL menA on The HUD 1 Settlement Statement which I have prepared is a true and accurate account of this transaction.1 have caused or will cause the funds to be disbursed In accordance with this statement. r SETTLEMENT AGENT DATE WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 Name of Borrower. Name of Seller. File Number ; Holly A.Chase Robina L.Malley Estate 15286 TitleExpress Prepared 01/15/2015 at 9:58 am Note: This page is furnished to give you an itemization of the amounts shown on Paid Prom :'Paid From:. Lines 1101,1103 and 1104 of the Settlement Statement(HUD-1).This page Bbrrower's. Seller's accompanies but is not a part of the settlement statement.If a discrepancy Funds at Funds at exists,the information shown on the Settlement Statement(HUD-1)applies. .'Settlement Settlement 1100. Title Charges Amounts Included' In Une 1101 1101. Tide services and lender's title insurance 1418.00 i a.Wire In Fee $ 16.00 b.EmaiflDoc Coy Fee 50.00 c.Overnight Delivery Fee-Package 25.00 d.Notary Fee 45.00 r e.E-recording Fee 8,00 143.00 1102. Settlement or closing fee 1103. Owner's 011e Insurance (policy) $ 150.00 150,00 1104. Lender's title insurance ( Ilc 1,000.00 $ 1,275.00 a.Endorsement 900 EPL-Residential 50.00 b,Endorsement 100 No Violation 50.00 c,Endorsement 300 Survey 50.00 d.Closing Service Letter 125.00 . (Total 1103-1104) $ 1.4,5 0M 1105. Lenders title policy limit$120,000.00 1106. Owners title policy limit$150,000.00 ' 1107. Agerit's portion of the total title insurance premium $ 1,105,00 1108. Underwrilers ortidn of the total title insurance prem. 320.00 (Total 1107+11108) 1109. 1110. 1111. 1112. Total Borrower 'Borrower: liter•. 1100. Title Charges with Payee Charge P.00 or Cted1E " ' .Line'1101 "'Paid' ' 1101. Title services and lenders title Insurance $ a,Wire In Fee to 1st Advantage Settlement Services Inc. 16.00 15.00 b.EmalMoc Copy Fee to 1 st Advantage Settlement Services Inc. 50.00 50.00 c.Overnight Delivery Fee-Package:to 1 sl Advantage Settlement Services Inc. 25.00 25.00 d.Notary Fee to Vickle Welker 45.00 45.00 e.E-recording Fee to 1st Advantage Settlement Services Inc. 8.00 8.00 1104. Lenders We Insurance to 1 st Advantage settlement Services Inc. 1,275.00 1,276.00 $" 1,418.00 1,418.00 . i i REV-7603 EX+(6.V) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF MAILEY, ROBINA L 21 - 15-00074 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 32 Common Shares of MetLife Stock 48.64 1,556.48 TOTAL(Also enter on line 2, Recapitulation) 1,556.48 2/17/2015 MET Historical Prices I MetLife,Inc.Common Stock Stock-Yahoo!Finance Home Mail Search News Sports Finance Weather Games Answers Screen Flickr Mobil@ To ftrfoster Firefox» Search Finance farfby4U•t1.Web Mail Finance Home My Portfolio My Quotes News Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter Symbol- F77k Up Tue,Feb 17,2015,11:05AM EST-US Markets close in 4 hrs and 55 mins Report an Issue E*TF Al7E Notplatform fees: ta,tit ;a xusi t. t✓• AnverRradr o MetLife,Inc.(MET) -NYSE *Watchlistp L Add to Portfolio) Liko 51 .01 -t0.15(0.30%) 11:05AM EST-NYSE Real Time Price Historical Prices Get Historical Prices for. GO Set Date Range ��Y "Ar**sir"OveeaB _ __ E)Daily Ivigasaiat iarRafmi;," Start Date: Jan • �16 2015 Eg.Jan 1,2010 0 Weekly (as of 913p1ti4}.. End Date: Jan • 116 112015 0 Monthly 0 Dividends Only f Get Prices , First I Previous I Next I Last +1 Prices 1. Row 'Price l T � egic r i Date Open High Low Close Volume Ad!Close' Strat - Jan 16,2015 47.97 49.01 47.86 48.99 7,045,500 48.64 IncomeFt:In 3. ' Close price adjusted for dividends and splits. _ First I Pr i s I Next t t., ] aYYnibiiung.f:a:tdanamtal t Download to Spreadsheetetea7itres ard1.`ntlt ._ Currency in USD. } Mi "'T.Roweffice IM Al,kicda mg subim I http://fi nance.yahoo.com/gthp?s=M ET&a=00&b=16&c=2015&d=00&e=16&f=2015&g=d 1/2 7 pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS AND MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF MAILEY, ROBINA L 21 - 15-00074 Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Misc Furniture and personal property 500.00 TOTAL(Also enter on Line 5,Recapitulation) 500.00 THE OtD TriIl:VARIETY STORE 2355 old'Trail B'oad York ftvRn,.41A 1737 Phone 71,7--*q U-6428 _ March 22,201.; T- RoNn Burrns., Executrix RE: The mate Of"Adbina Maiiey t-lean'"OUtpr0peny located at 40 Deeffield§met,Camp Hill;Pic 17021 We vu(fi_femomo all tMs-b,,cling,chomicalkas,d debris nside to home,r indUdi sg. saaieihsdtsas, gs`sir ; srnitreil alsoerove�alle�aia AnytWing temovtid of value aftex our by aby0nej Wili void this-cow-'act. lbe fbIlovORS-Items will stay in the home{as requested}: +cornet'66 i 0t,,anti otb&furniture"Oa`l*N tem Stay" S eax-opt v411 l=et-ompl eted i AWJn 30 days df aa00 tA0* tf r6htratt Upon completion of the clean out we will pay to�urfi of WD., KeWh A.GriM Old Trail Vatiety 00474 W41" P, 1 REV-1508EX+(01/0) pennsylvania DEPARTMENT OF REVENUE SCHEDULE F INHERRESIDENT EDEN TURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF I FILE NUMBER MAILEY, ROBINA L 21 - 15-00074 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A Marlene M. Dobson Daughter 8 Robin Burns Daughter _ JOINTLY OWNED PROPERTY: ❑E Ivo p Ty ITEM LETTER DATE Include name of financ al AOsR, tlon anOd bank account numbe DATE OF DEATH %OF DATE OF DEATH NUMBER FOR JOINT MADE or similar identifying number.Attach deed forjointiy-held real VALUE OF ASSET DECD'S OENTs INTEREST TENANT JOINT estate. INTEREST DECE 1 B 05/06/2010 Metro Bank 2,869.83 50% 1,434.92 Checking Acct. No. XXXXX0031 2 A 05/26/2010 Metro Bank 122.57 50% 61.29 Savings Acct. No. XXXXX3723 TOTAL(Also enter on tine 6, Recapitulation) 1,496,21 X15 1.0:47 717-926-4bb.b . llC.P"LJSl 4 METRO 3801 Paxton Street 888.937.0004 i BANK Harrisburg, PA 17111 mymetrobank.com l February 24, 2015 Coyne&Coyne, PC 3901 Market St Camp Hill PA 17011-4227 x ! 1 RE: Estate of: Robina L. Malley Tax Identification Number. Date of Death: 1/1612015 ' To Whom It May Concern- r This fetter is in reference to decedent account irriormation you requested for the ? individual fisted above. We are able to provide the following: Account Type:Checking Account Number: 536140031 Date Opened: 4/2912002 Primary Owner:Robina L. Maifey Secondary Owner: Robin Bums (added 51612010) Date of Death Balance: $2,869.66 YTD Interest: 6.00 Principal Balance: 869.66 Accrued Interest : $.17 Account Type:Savings Account Number: 7760433723 Date Opened: 91112009 Primary Owner: Robina L. Maifey Secondary Owner: Marlene M. Dobson(512612010) Date of Death Balance: $122.57 YTD interest $,00 Principal BalancU5874,1--. 412.57 Accrued Interest3,. **Please The accrued interest will not be paid if the account is closed prior to the date the interest is scheduled to post. Please feel free to contact me at(888) 937-0004 if 1 may be of further Assistance., Sincerely. t Cindy Stanbery Support Associate/Deposit Services Metro Bank i REV-1611 EX+(10-09) pennsylvania � Sa-®UL.E Hww'^ DEPARTMENT OF REVENUE c S/BIW INHERITANCE TAX RETURN RESIDENT DECEDENT wDMISTRATIYG COSTS FILE NUMBER ESTATE OF MAILEY, ROBINA L 21 - 15-00074 Decedent's debts must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Honorarium 50.00 2 Flowers 89.02 3 Soloist 75.00 4 Obituary 362.50 5 Reception/Luncheon 140.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) ROBIN L. BURNS 7,600.00 Street Address 159 LAKESIDE DRIVE City JUPITER State FL Zip 33458 Year(s)Commission Paid 2015 2. Attorney's Fees Coyne&Coyne, P.C. 6,000.00 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 Register of Wills of Cumberland County 165.50 5. Accountant's Fees 600.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Postage 55.00 TOTAL(Also enter on line 9,Recapitulation) 53,142.21 ' ' Page 2ofSchedule H r' Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT MORTGAGE INHERITANCE TAX RETURN RESIDENT DECEDENT LIABILITIES & LIENS FILE NUMBER ESTATE OF MAILEY, ROBINA L 21 - 15-00074 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including urireimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 PPL 250.00 2 Pa. American Water 130.00 3 Real Estate Taxes 998.05 4 Sewer&Trash 387.21 5 UGI 130.00 6 Robin Burns— Loan to Decedent to permit admission to Masonic Home 2,013.99 TOTAL(Also enter on Line 10, Recapitulation) 3,909.25 REV-1613 EX+(01.10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF MAILEY, ROBINA L FILE NUMBER 21 - 15-00074 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not Ust Trustee(s) ITAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.9116(a)(1.2)) 1 Marlene Dobson Daughter 1/3 of Residual a', ou q5-,l Estate C/1 �i,eA i"- /f, 70Z-Z- 2 2 Frank Mailey Son 1/3 of Residual 35 Shady Lane Estate York Haven, PA 17370 3 Robin Burns Daughter 1/3 of Residual 159 Lakeside Drive Estate Jupiter, FL 33458 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. IIS NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 !i i REGISTER OF WILLS- CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA of CU No. 2015- 00074 PA No. 21- 15- 0074 Estate Of: ROBINA L MA/LEY t (First,Middle,Last) . Late Of: L0WERALLEN TOWNSHIP w CUMBERLAND COUNTY Deceased 1750 Social Security No: WHEREAS, on the 22nd day of January 2015 an instrument dated July 25th 2007 was admitted to probate as therlast will of ROBINA L MAILEY r (First,Middle,Last) late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 16th day of January 2015 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRAYSON, ESQ: Register of Wills in and . for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: ROBIN L BURNS who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYL VA NIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on- the 22nd day of January 2015. ah M, Regi ter of Wills 11 D put s "NOTE" ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT I OF ROBINROBINA L. MAILEY 1, ROBINA L. MAILEY, declare this to be my Last Will and revoke any Will or Codicil previously made by me. ITEM 1: Upon my demise, I direct that my body be released to Musselnian Funeral Home, Inc., Lemoyne, Pennsylvania to arrange for cremation. I further direct that my viewing and funeral services be held at St. Mark's Evangelical Lutheran Church, West Fairview, Pennsylvania and my ashes be interred in the Rolling Green Memorial Park, Lower Allen Township, Cumberland County, i Pennsylvania. i 1 ITEM 2: II direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 3: 1 direct that all taxes that may be assessed in consequence of my death, of �a whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of ' the expense of the administration of my:Estate. QS P4 ITEM 4: 1 give, devise and bequeath all the west, remainder and residue of my estate of every nature and wherever situate,together with all insurance thereon, to my beloved husband, ROBERT N. MAILEY of 413 Deerfield Road, Camp I=lill, Pennsylvania, provided he survives my death by thirty (30)days. Page 1 of 7 t ITEM:5: Should my beloved husband, ROBERT N. MAILEY, predecease me or fail to survive my death by thirty (30) days, I give to the person or persons identified in any Nvritten statement which is signed by me, whether prepared at the time of making this will or at a subsequent time, certain items of tangible personal property described therein. This provision authorizing reference to such a separate statement does not necessarily mean that such a statement has been made by me in connection with the making of this will. ITEM G: 1 direct that my daughter, MARLENE DOBSON of 413 Deerfield. Road, Camp Hill, Pennsylvania be afforded the right to continue to occupy the residence she now shares with me.and my beloved wife for a period of time not to exceed 240 days following the date of my death. All costs, maintenance and utilities for the period of time of my daughter's occupancy shall be the obligation of my daughter and not my estate. Any such costs or expenses shall be deducted from my daughter's residual share. ITEi\9.7: Should my beloved husband, ROBERT N. MAILEY, predecease me or fail to MM survive my death by thirty(30)days,.I give,devise and bequeath all the rest,residue and remainder of my �y estate, wherever situate, together with insurance thereon, in equal shares, to my below named children, per capr.ta, and not per sth-I)es: A. MA.RL:ENE DOBSON of 413 Deerfield Road, Camp Hill,Pennsylvania;, B. 1?12A.N1C 1Vl.A:ILEX of 35 Shady Lane,York.Haven,Pennsylvania; and C. ROBIN'BURNS of 405:Marion Drive..Harrisburg,Pennsylvania. ITEM S: My Executor, trustee or their successors shall have the following powers in addition to those given by lav to be exercised by them in their absolute discretion,which powers shall be applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property; Page 2 of 7 a. To retain any investments at discretion including stock of any corporate fiduciary hereunder or of a holding company controlling it; b. To invest and reinvest in the executor's or trustee's discretion as permitted under Act 28 of 1999,. as amended,the"Prudent Investor Act,"with the specific right to invest in stocks, bonds and real estate, including pion-income producing residential real estate for the occupancy of any present income beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds, including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated corporation or a holding company controlling it,as my executor and trustee deem appropriate; C. To sell,to grant options for the sale of,or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, ;in such manner.and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see to the application of the purchase money; d. To borrow money and to secure the repayment thereof by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the a application thereof; We. To compromise claims by or against my estate or any trust created hereunder; a Sf. To allocate and distribute different kinds or disproportionate shares of property or a undivided interests in property among beneficiaries or trusts,:in cash or.in kind,or partly in each; Q z ' W g. To register investments in the name of a nominee or to hold the same unregistered in such Q O form that they will pass by delivery; h. To join in any recapitalization, merger, reorganization or voting trust plan affecting investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders; Page 3 of 7 i. To manage,operate, repair,alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my executor and trustee deem advisable even for more than five(5)years and beyond the duration of any trust; j. To deduct administration expenses upon either the federal estate tax return or fiduciary income tax return with or without adjustment as between principal and income, as my corporate or disinterested executor shall determine; k. To associate with them in the absence of a corporate fiduciary,an accountant,custodian and investment advisor, and other agents and to compensate them from principal or income or both,as my executor or"trustee shall determine, such compensation to be a reduction of the compensation of my executor or trustee; 1. To associate with them at any time, in their absolute discretion and of their choice; a corporate fiduciary which shall have the same powers as my executor or trustee, such designation by my executor or trustee and acceptance by a corporate fiduciary to be in writing; in. To combine, without prior court approval, any trust herein with any other trust with W substantially similar provisions, although such other trust may have been created by separate instruments and by different persons, and, if necessary to protect different future interests, to value the assets at the time of such combination and to record the proportionate interest of each separate trust in the combined qn, fund; provided however, that no such combination shall be permitted if the effect of such combination O would be (1) to violate the applicable rule against .perpetuities; (2) to disqualify any interest in one 'or more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable;or (3) to cause the loss of the exempt status of one or more of such trusts from file imposition of'the generation-skipping tax; Page 4 of 7 i n. To exercise any stock options which they may receive; to borrow such funds from any source as my executor or trustee may deem necessary for the exercise of such options; and to pledge assets as my executor or trustee deems appropriate for this purpose; o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a breach of trust, account to any court(and failure to account alone shall not be considered such a breach); nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or decision granted hereunder; p. To allocate any generation-skipping transfer tax exemption from the federal generation- skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section 2652(a)of the Internal Revenue Code of 1986 and its successors, including any property transferred under my will and any property not in my probate estate and any property transferred by me during life as to which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios applicable to such transfers to be zero; ` q. To disclaim any interest in property without court approval; and r. To do all other acts and things necessary or appropriate in the management, � administration and distribution of my estate or trust. a ITEM 9: Until distributed, no gift or beneficial interest shall be subject to anticipation or d voluntary or involuntary alienation. 0 ITEM 10: 1 appoint my beloved husband,ROBERT N.MAILEY, Executor of this,my Last Will. In the event my husband, ROBERT N. MAILEY, predeceases me, fails to qualify or ceases to act as Executor, I appoint my daughter, ROBIN BURNS of 405 Marion Drive, Harrisburg, Pennsylvania, alternate Executrix of this my Last Will. In the event my husband, ROBERT N. MAILEY and :my daughter, ROBIN BURNS, both predecease me, fail to qualify or cease to act as Executor, I appoint my Page 5 of 7 daughter,MARLENE DOBSON of 413 Deerfield Drive,Harrisburg, Pennsylvania, and my son,FRANK MAILEY of 3.5 Shady Lane;York Haven,Pennsylvania,alternate Co-Executors of this my Last Will. ITEM 11: I direct that my personal representative, trustee, or their successor, shall not be required.to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, 1 have hereunto set -my hand and seal to this, my Last Will and Testament,this.2 day of " )2007. ROBINA L.MAILEY Signed,.sealed,published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Jnrt,, residing at siding at 0i4- 170-55_-5-413 v Page 6 of 7 1 COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND ) We, ROBINA L. MAILEY, nit-'-9 6 0/—M(llcand r' the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly,and that she executed it as her free and voluntary act for the purpose therein expressed,and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge,the Testatrix was at the time eighteen (18)years of older,of sound mind and under no constraint or undue influence. ROBINA L. MAILEY Witness Witness Subscribed, sworn and acknowledged before me L'� u by ROBINA L. MAILEY, the Testatrix, and subscribed an sworn to before me by A /'k K tz and �j- h- 144'e"— 5M. ,t , the witnesses, this day of ,2007. CO otary Public EAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL HENRY E COYNE,NOTARY PUBLIC Page 7 of 7 HAMPDEN TWP.,CUMBERLAND COUNTY MY COMMISSION EXPIRES JUNE 17 2000 I Com & Com A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F.Coyne 3901 Market Street 717-737-0464 Lisa Marie Coyne Camp Hill,Pennsylvania Fax: 717-737-5161 Austin F.Grogan 17011-4227 www.coyneandcoyne.com August 7,2015 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle,PA 17013 Re: Estate of Robina L.Mailey,Deceased No. 21-15-00074 Dear Madam: We represent the Estate of the Late Robina L. Mailey. Enclosed please find an original and two(2)copies of the Inheritance Tax Return. Please docket the original and return to this office a "clocked-in" copy with the enclosed envelope. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE&COYNE,P.C. da Marie Coyne LMC/cmc n :Z. 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