HomeMy WebLinkAbout08-27-15 (2) � � pennsy�vania 1505618403
DEPARTMENT OF REVENU
�X(03-14)
REV-1500 OFFICIAL USE ONLY
County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX.280601
Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 01034
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYr�v
04 24 2014 06 24 1922
DecedenYs Last Name Suffix DecedenYs First Name MI
THOMAS LILLIAN D
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Original Return ❑ 2. Supplemental Return � 3. Remainder Return(date of death
prior to 12-13-82)
� 4, Agricultural Exemption(date of � g. Future Interest Compromise(date of � g. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
� 7 Decedent Died Testate ❑ 8. Decedent Maintained a Living Trust � 9. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
❑ 10. Litigation Proceeds Received ❑ 11 Non-Probate Transferee Return ❑ 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
❑ 13. Business Assets ❑ 14. Spouse is Sole Beneficiary
(No trust involved)
CO�SPONDOJT-7HS SECiION NIl1ST BE CONPLE7ID.ALL(�SPONDQJCE MD COPFDOJiIAL TAX NFORAAATION SFIOIAD BE DREClED TO:
Name Daytime Telephone Number
JAMES M ROBINSON 717 386 5035
First Line of Address
35 EAST HIGH STREET
Second Line of Address
City or Post Office State ZIP Code
CARLISLE PA 17013 ,_,,
c� � �� m
CorrespondenYsemailaddress: james.robinson@circlelegal.com � p ��� c>
c� -__ ,.�
REGISTER OFLNIE�_S C79E O C � ��",
_., ,._._
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REGISTER OF WILLS USE ONLY f ;'"l .�,] ,
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DATE FIC�D STAMP --� ��
Side 1
� I I�II�I I��I�IIII�II�I�III�II II II��I IIIII�I�II�II��II I I'�
1505618403 1505618403 �
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� 1505618411
�
REV-1500 EX
Decedent's Social Security Number
�eoeee�eSName: THOMAS� LILLIAN D
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1. 'I 'I O,0 0 0.0 0
2. Stocks and Bonds(Schedule B)............................................................................... 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages and Notes Receivable(Schedule D)...................................................... 4•
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)............. 5� �s,622.96
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested............. 7.
S. Total Gross Assets(total Lines 1 through 7).......................................................... 8. 'I 2 6,6 2 Z.9 6
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... g. � 5,497.37
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. ��� s,47�.97
11. Total Deductions(total Lines 9 and 10).................................................................. 11. 2'I ,9 6$.$4
12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 'I O4,654.62
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. 'I O 4,6 54.6 2
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X .00 15.
16. Amount of Line 14 taxable
at�inea�rate X .045 104,654.62 �6. 4,709.46
17• Amount of Line 14 taxable
atsiblingrate X.�Z 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18�
19. TAXDUE................................................................................................................... 19. 4,709.46
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIG TURE OF P R P N E FO� R FIL�ING RETURN �AMES M. ROBINSON �A Z I � �
�✓wl.d . n
D SS
AST HIGH TREET, CARLISLE, PA 17013
SIG URE OF PRE R OT N REPRESENTATIVE James M Robinson ATE
g Z 7 i.�
DR SS Circle Le al, LLC
East High S eet, Carlisle, PA 17013
I II II III�I�IIII�I II IIII��IIII III�I I�III�I��I II�� I�� ��I Side 2
� 1505618411 1505618411 �
REV-1500 EX Page 3 File Number 21 - 14 - 01034
Decedent's Complete Address:
DE EDENT' NAME
THOMAS, LILLIAN D
STREET ADDRESS
369 EAST MAIN STREET
CITY STATE ZIP
WATERLOO NY 13165
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 4,709.46
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits(A +g) (2) 0.00
3. Interest
(3) 83.41
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �4�
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) 4,7 9 2.$7
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:.................................................................................. � '�z!
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?.............................................................. � �x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?....................................................................................................................... � ❑X
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... [� �
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?...................................................................................................................... ❑ ❑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 spo
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
r72 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 ass�s
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 ears of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)�1.2)].
•The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except asno�d in[72 P.S.§9116(a)('
•The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
� pennsylvania SCHEDULE A
�
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF THOMAS, LILLIAN D 21 - 14-01034
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 decedenYs interest if owned as tenant in common.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
- ---- - ---- - — -- ___ _ _- ___--------
1 1125 LINN DRIVE, CARLISLE, PA 17013 -VALUED AT SALE PRICE OF PROPERTY 110,000.00
TOTAL(Also enter on Line 1, Recapitulation) 110,000.00
� pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS AND MISC.
INHERITANCE TAX RETURN I
RESIDENTDECEDENT PERSONAL PROPERTY
�
ESTATE OF THOMAS, LILLIAN D FILE NUMBER
,21 - 14 -01034
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 MET LIFE TOTAL CONTROL ACCOUNT NO. 4059296003-AS ESCHEATED AND 7,460.04
RECOVERED FROM THE STATE OF NEW YORK
2 UNITED STATES SAVINGS BONDS - 39 BONDS WITH FACE VALUE OF $100.00 EACH. 3,469.00
VALUED AS PER TREASURYDIRECT.GOV ON DEDEDENTS DATE OF DEATH
3 GENERATONS BANK ACCT. 60000653174, ONE-HALF INTEREST WITH BEVERLEY 5,693.92
HIGGINS
TOTAL(Also enter on Line 5, Recapitulation) 16,622.96
REV-1511 EX+(OS-13)
� pennsylvania �H
DEPARTMENT OF REVENUE ��S�
INHERITANCE TAX RETURN Ary�AwyL.TpA��
RESIDENT DECEDENT f1LJlll�l�w�71 fV�1
FILE NUMBER
ESTATE OF THOMAS, LILLIAN D 21 - 14 -01034
Decedent's debts must be reported on Schedule I.
N M ER FUNERAL EXPENSES: DESCRIPTION i AMOUNT
A. 1 HOFFMAN-ROTH FUNERAL HOME &CREMATION SERVICES, NET OF PREPAID I 724.91
CONTRACT AND DISCOUNT
i,
II
I�i
B. ADMINISTRATIVE COSTS: ,I
1. Personal Representative's Commissions
Name of Personal Representative(s)
JAMES M. ROBINSON 3,798.69
StreetAddress 35 EAST HIGH STREET �'
City CARLISLE State PA Zip 17013
Year(s)Commission Paid 2015
2. Attorney's Fees TURO ROBINSON/CIRCLE LEGAL. LLC 6,331.45
3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
i Street Address
City State Zip ;
Relationship of Claimant to Decedent �
4. Probate Fees REGISTER OF WILLS � 390.50
CUMBERLAND LAW JOURNAL 75.00
THE SENTINEL 211.78
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs '
� HILTON'S LOCK SERVICE - 1125 LINN DR., CARLISLE, PA ' 99.68
; �
See attached 3,865.36
TOTAL(Also enter on line 9, Recapitulation) 15,497.37
REV-1511 EX+�08-13)
� pennsylvania l �H
� DEPARTMENT OF REVENUE .,„,,,�'
INHERITANCE TAX RETURN I FM IqAI E�S�
RESIDENT DECEDENT � ��M w , �M.�
1 p11Al1YC���. 1 RIGu
ESTATE OF THOMAS, LILLIAN D ;FILE NUMBER
�21 - 14 -01034
----- ------
2 RON LEHMAN - LAWN CARE & SNOW REMOVAL 855.00
3 THE UPS STORE - SHIP FRAGILE ITEMS TO AUSTRALIA 1,482.21
4 UNITED STATES POSTAL SERVICE -SEND ITEMS TO AUSTRALIA 198.15
5 DOUGLAS MILLER - LARGE ITEM REMOVAL 50.00
i
6 KIMBERLY REALTY-CHARGES TO CLEAN OUT HOUSE PRIOR TO 1,280.00
SETTLEMENT
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Page 2 of Schedule H
� pennsylvania �� SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT
INHERITANCETAXRETURN , MORTGAGE
RESIDENTDECEDENT LIABILITIES & LIENS �
I
FILE NUMBER
ESTATE OF THOMAS, LILLIAN D 21 - 14 -01034
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM -- --- — — -- -- --
NUMBER DESCRIPTION AMOUNT
1 SUBURBAN PROPANE 2,175.00
2 PPL ELECTRIC UTILITIES 983.51
3 CENTURYLINK 504.25
4 LEGAL ZOOM ADVANTAGE 164.89
5 BOROUGH OF CARLISLE -WATER/SEWER/TRASH 439.16
6 CHARLES HOLTRY, TAX COLLECTOR -2015 MUNICIPAL TAXES NET OF 775.40
REIMBURSEMENT AT SETTLEMENT
7 CHARLES HOLTRY, TAX COLLECTOR -2015-16 SCHOOL TAXES NET OF 328.76
REIMBURSEMENT AT SETTLEMENT
8 RECORDER OF DEEDS- PENNSYLVANIA REALTY TRANSFER TAX 1,100.00
TOTAL(Also enter on Line 10, Recapitulation) 6,470.97
REV-1513 EX+(01-10)
� pennsylvania �
� DEPARTMENTOFREVENUE SCHEDULE J
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
THOMAS, LILLIAN D 21 - 14 -01034
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not List Trustee(s)
I� TAXABLE DtSTRIBUTIONS[include outright spousal ;
distributions,and transfers
under Sec.9116(a)(1.2)]
1 BEVERLEY F. J. HIGGINS ' DAUGHTER ONE-HALF 52,384.17
3072 S. R. 89
� SENECA FALLS, NY 13148 , !
2 i JOHN D. THOMAS SON ONE-HALF 52,384.17
6/6 BALA ST., SEBASTOPOL '
VICTORIA, AUSTRALIA '
�
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL D�STRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
�
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 'i
�I Ili
I T TAL F PART II- NTER T TA N-T - .
O O E O L NO AXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I O 00
--------- �
��I��I��I �� A. Settlement Statement(HUD-1) OMB Approval No.2502-0265
`II�IIIII p,,�=
B.T e of Loan
1.❑ FHA 2.❑RHS 3.O Conv. Unins 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
4.�VA 5.0 Conv. Ins
C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agent are shown. Items marked
.o.c. "were aid outside the closin ;the are shown here for informational ur oses and are not included in the totals.
D. Name&Address of Borrower: E. Name&Address of Seller: F. Name 8�Address of Lender:
Ronald A. Turo James M. Robinson, Admin. c.t.a. None
538 Baltimore Pike Estate of Lillian D. Thomas
Mt. Holly Springs, PA 17065 35 E. High Street
Carlisle, PA 17013
G. Property Location: H. Settlement Agent: TIN:
1125 Linn Drive
Carlsle, PA 17013 Phone: () -
Parcel No. : 04-23-0600-160 Place of Settlement: I. Settlement Date: 8/13/2015
35 E. High Street
• Carlisle, PA 17013 Funding Date: 8/13/2015
J.Summa of Borrower's Transaction K.Summa of Seller's Transaction
700.Gross Amount Due From Borrower 400.Gross Amount Due To Seller
101.Contract sales rice 110 000.00 401.Contract sales rice 110 000.00
102. Personal ro e 402. Personal ro e
103. Settlement char es to borrower line 1400 i,231.00 403.
104. 404.
105. 405.
Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance
106.Ci /town taxes: 8/13/2015-12/31/2015 488.09 406.Ci /town taxes: 8/13/2015-12/31/2015 488.09
to Charles Holtr Tax Collecto to Charles Holtr Tax Collecto
107. Count taxes: 407. Count taxes:
to to
108.Assessments: 408.Assessments:
to to
109. 409.
110. School Tax 8/13/2015-6/29/2016 2,461.16 410. School Tax 8/13/2015-6/29/2016 2,461.16
111. 411.
112. 412.
120.Gross Amount Due From Borrower 114,180.25 420.Gross Amount Due To Seller 112,949.25
200.Amounts Paid B Or In Behalf Of Borrower 500.Reductions In Amount Due To Seller
201. De osit or earnest mone 501.Excess de osit see instructions
202.Princi al amount of new loan s 502.Settlement char es to seller line 1400 5 389.52
203. Existin loan s taken sub'ect to 503. Existin loan s taken sub'ect to
204. 504.Pa off of first mort a e loan
205. 505. Pa off of second mort a e loan
206. 506.
207. 507.
208. 508.
209. 509.
Ad"ustments for items un aid b seiler Ad'ustments for items un aid b seller
210.Ci ltown taxes: 510.Ci /town taxes:
to to
211.Count taxes: 511.Count taxes:
to to
212.Assessments: 512.Assessments:
to to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220.Totai Paid B /For Borrower 520.Total Reduction Amount Due Seller 5,389.52
300.Cash At Settlement From/To Borrower 600.Cash At Settlement To/From Seller
301.Gross Amount due from borrower line 120 114 180.25 601.Gross amount due to seller line 420 112 949.25
302. Less amounts aid b /for borrower line 220 602. Less reductions in amount due seller line 520 5 389.52
303.Cash 0 From ❑To Borrower 114,180.25 603.Cash ❑x To ❑From Seller 107,564.73
The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.This agency may not collect this
information,and you are not required to complete this form,unless it displays a currently valid OMB control number.No confidentiality is assured;this disclosure is mandatory.This is
desiqned to provide the parties to a RESPA covered transaction with information during the settlement process.
O 2009-2012 Easy Soft. Previous editions are obsolete. Page 1 of 3 HUD-1
L.Settlement Char es File Number: Loan Number:
700.Totai Real Estate Broker Fees Paid From Paid From
Division of Commission line 700 as follows: Borrower's Seller's
701. S to Funds at Funds at
702. $ to Settlement Settlement
703.Commission aid at settlement
704.
800.items Pa able In Connection With Loan
801.Our ori ination char e S from GFE#1
802.Your credit or char e oints for the s ecific interest rate chosen S from GFE#2
803.Your ad'usted ori ination char es None from GFE A
804.A raisal fee to from GFE#3
805. Credit re ort to from GFE#3
806.Tax service to from GFE#3
807. Flood certification from GFE#3
808.
809.
810.
811.
900.Items Re uired B Lender To Be Paid In Advance
901. Dail interest char es from 8/13/2015 to 9/1/2015 @ S /da from GFE#10
902. Mort a e insurance remium for 0 months to from GFE#3
903. Homeowner's insurance for 0 ears to from GFE#11
904.
905.
1000.Reserves De osited With Lender
1001. Initial de osit for our escrow account from GFE#9
1002. Homeowner's insurance months @ er mo S
1003. Mort a e insurance months @ er mo S
1004. Pro ert taxes months @ er mo S
1005. months @ er mo $
1006. months @ er mo S
1007.A re ate Ad'ustment 50.00
1100.Title Char es
1101.Title services and lender's title insurance from GFE#4
1102.Settlement or closin fee
1103.Owner's title insurance from GFE#5
1104.Lender's title insurance
1105. Lender's title olic limit S
1106.Owner's title olic limit S
1107.A enYs ortion of the total insurance remium S
1108. Underwriter's ortion of the total insurance remium S
1109. Title Search to Tri-Count Absstract Service 50.00
1110. Tax Certification Fee to Charles Holtr , T.C. 2.00
1111.
1200.Government Recordin and Transfer Char es
1201.Government recordin char es to Recorder of Deeds from GFE#7 79.00
1202. Deed S 7 9.0 0 Mort a e S Release S
1203.Transfer taxes to Recorder of Deeds from GFE#8 1,100.00
1204.Cit /Count tax/stam s:Deed S 1,l 0 0.0 0 Mort a e S 1,10 0.0 0
1205. State tax/stam s:Deed S Mort a e S
1206. $
1207. $
1300.Additional Settlement Char es
1301. Re uired services that ou can sho for from GFE#6
1302.C1ean Out Char es to Kimberl Rea1t 1,280.00
1303. Fina1 Water/Sewer/Trash to Borou h of Carlisle 214.70
1304. 2015-2016 School Taxes to Charles Holtr T.C. 2,789.82
1305.
1306.
1307.
1308.
1400.Total tt ement Char es enter ' s 103,Section J and 502,Section K i,231.00 5,384.52
I have careful reviewed the HUD-1 S ent Statement and to the best of my knowledge and belief,it is a true and accurate state�t of all,recteipts and disbursements made on
my account or y m �n this ransa ' .I fu certify that I have received a copy of the HUD-1 Settleme t Statement. � /
�� � ;����
Ronal Buyer/Borrower Jar�es . Robinson, dmin. c.t.a. Seller
Buyer/Borrower Estate of Lillian D. Thomas Seller
This Settlement Statement which I've prepared is a true and accurate account of this transaction.I've caused or will cause the funds to be disbursed in accordance with this statement.
8/13/2015
Settlement Agent Date
WARNING:it is a crime to knowinqiv make false statements to the United States on this or anv other similar form. Penalties upon conviction can include a fine or imprisonment.
�O 2009-2012 Easy Soft.Previous editions are obsolete. Page 2 of 3 HUD-1
R.C.Shelley Construction Co.
481 Susquehanna Tri
Liverpooi Pa, 17045
06/02/2015
Lic# PA061843
Report of physical condition @ 1125 Linn Dr. Carlisle
I personally inspected above property on Thursday May 14th 2015 as outlined below.
A. windows are wooden and need replacement.
B. all interior is dated and is you would expect in an older home. basic needs would be painting,
carpeting, flooring.
C. Of major concern is the foundation in the garage on the left end property as viewed from the
street. it is apparent that the garage foundation has sunken over the years by at least 2 inches.
this allowed the cinder block to break/fracture and repairs were attempted previously. The
deficient foundation has allowed the supported living area to be compromised as well with
collateral damage of cracking drywall and out of level flooring.
This area to left of the garage door travels rearward at least 8 feet and the same wall has utilities
attached (electrical panel box and meter base and gas line)
this is not the only area of concern the rear of the garage to the right of the man door has also
sunken due to concrete patio pad leaning toward the foundation and draining backward. this area
has sunken at least 1-2 inches and needs addressed as well. This area is at least 8 feet of
foundation.
D. another concern is what will happen to existing siding when the building is lifted back to
original level. my experience in this type of repair is that the damage is often far reaching. it is not
unreasonable to suggest that upon lifting the main floor area that all the siding in this end may
have to be removed and re-installed (the siding unhooks itself when subject to lifting). The
drywall inside will also be affected by the lifting and may have to be removed so the wall studs
can flex back to normal state.
E. All these repairs would have to be in accordance of local township regulations and utility
company.
F. I would also mention there is propane gas bottle at this same area and the gas line comes
through the block wall in question.
In summary this defective foundation can be repaired. that being said there is no way to project
the costs entirely until the living area is lifted back to original positioning. only then will all the
collateral damage be able to be seen as I have already mentioned.
sincerely
Robert C. Shelley
Calculated Value of Your Paper Savings Bond(s) Page 1 of 2
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 04/2014
Total Price Total Value Total Interest YTD Interest
1 950.00 3 469.00 1 519.00 35.24
Bonds: 1-39 of 39
Issue Next Final Issue Interest
Serial # Series Denom Date Accrual Maturity Price Interest Rate Value Note
0376483150 EE $100 12/1992 06/2014 12/2022 $50.00 $95.20 4.00% $145.20
0335985337 EE $100 09/1992 09/2014 09/2022 $50.00 $98.08 4.00% $148.08
__ _.
0442520352 EE $100 11/1993 05/2014 11/2023 $50.00 $62.28 4.00% $112.28
0397947249 EE $100 04/1993 OS/2014 04/2023 $50.00 $64.88 4.00% $114.88
0413073718 EE $100 08/1993 05/2014 08/2023 $50.00 $63.40 4.00% $113.40
0474394095 EE $100 07/1994 05/2014 07/2024 $50.00 $59.36 4.00% $109.36
0498156839 EE $100 10/1994 05/2014 10/2024 $50.00 $58.28 4.00% $108.28
_ _ __ _ _ _
0430800480 EE $100 03/1994 05/2014 03/2024 �50.00 $60.80 4.00% $110.80
_ _ _ _ _ _
0512560958 EE $100 02/1995 05/2014 02/2025 $50.00 $56.84 4.00% $106.84
0529633365 EE $100 06/1995 06/2014 06/2025 $50.00 $51.00 1.12% $101.00
0540092564 EE $100 09/1995 09/2014 09/2025 $50.00 $51.00 1.12% $101.00
0552981438 EE $100 01/1996 07/2014 01/2026 $50.00 $50.60 1.12% $100.60
0567783035 EE $100 05/1996 05/2014 05/2026 $50.00 $50.32 1.12% $100.32
0577534603 EE $100 08/1996 08/2014 08/2026 $50.00 $50.32 1.12% $100.32
0593013272 EE $100 12/1996 06/2014 12/2026 $50.00 $50.00 1.12% $100.00
0627970684 EE $100 11/1997 05/2014 11/2027 $50.00 $34.44 1.19% $84.44
0606344533 EE $100 04/1997 10/2014 04/2027 $50.00 $50.00 1.12% $100.00
0614510145 EE $100 08/1997 05/2014 08/2027 $50.00 $36.72 1.19% $86.72
0655080382 EE $100 10/1998 05/2014 10/2028 $50.00 $31.88 1.19% $81.88
0638468615 EE $100 03/1998 05/2014 03/2028 $50.00 $34.12 1.19% $84.12
0646820131 EE $100 07/1998 05/2014 07/2028 $50.00 $32.12 1.19% $82.12
0675879355 EE $100 09/1999 05/2014 09/2029 $50.00 $28.12 1.19% $78.12
0667324305 EE $100 06/1999 05/2014 06/2029 $50.00 $28.36 1.19% $78.36
0663326296 EE $100 02/1999 05/2014 02/2029 $50.00 $29.92 1.19% $79.92
_ _ _
0704255151 EE $100 08/2000 05/2014 08/2030 $50.00 $24.60 1.19% $74.60
0693230407 EE $100 05/2000 05/2014 05/2030 $50.00 $24.80 1.19% $74.80
0707445302 EE $100 12/2000 05/2014 12/2030 $50.00 $22.64 1.19% $72.64
0685861591 EE $100 O1/2000 05/2014 01/2030 $50.00 $26.60 1.19% $76.60
0713055195 EE $100 04/2001 05/2014 04/2031 $50.00 $22.36 1.19% $72.36
0726303784 EE $100 07/2001 05/2014 07/2031 $50.00 $20.60 1.19% $70.60
0729134853 EE $100 11/2001 05/2014 11/2031 $50.00 $19.16 1.19% $69.16
_.
0741907355 EE $100 03/2002 05/2014 03/2032 $50.00 $18.88 1.19% $68.88
_
0744595006 EE $100 06/2002 05/2014 06/2032 $50.00 $17.76 1.19% $67.76
0747319723 EE $100 10/2002 05/2014 10/2032 $50.00 $17.48 1.19% $67.48
0758780097 EE $100 02/2003 05/2014 02/2033 $50.00 $16.32 1.19% $66.32
0775808017 EE $100 09/2003 05/2014 09/2033 $50.00 $15.32 1.19% $65.32
0761395457 EE $100 05/2003 05/2014 05/2033 $50.00 $15.56 1.19% $65.56
0788205600 EE $100 O1/2004 05/2014 01/2034 $50.00 $14.44 1.19% $64.44
9781071778 EE $100 O1/2004 05/2014 O1/2034 $50.00 $14.44 1.19% $64.44
Totals for 39 Bonds 1 950.00 1 519.00 3 469.00
Notes
NI Not Issued
NE Not eligible for payment
http://www.treasurydirect.gov/BGSBCPrice 8/27/2015
Practitioner Portal Page 1 of 1
Penalty and Interest Calculations
CALCULATION DATES-
01/24/20T� 8/28/2015
TAX DEFICIENCY $ 4,709.46
CALCULATED INTEREST $ 83.41
BALANCE AS OF 8/28/2015 $ 4,792.87
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https://www.doreservices.state.pa.us/pitservices/Default.aspx 8/27/2015