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HomeMy WebLinkAbout08-24-15 (2) , • � ,:`a pennsylvania 15D56184D3 {yi� DEPARTMENTOFREVEN�X(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes CounryCode Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburq, PA 17128-0601 RESIDENT DECEDENT 21 15 0626 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY a5 15 2015 07 08 1939 DecedenYs Last Name Suffix Decedent's First Name MI HILL JUNE A (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 Retum � 2. Supplemental Retum � 3. Remainder Return(date of death prior to 12-13-82) � 4. Agricultural Exemption(date of � 5. Future Interest Compromise(date of � 6. 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. Defercal/Election of Spousal Trusts (Schedule F and G Assets Only) � 13. Business Assets � 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT•iHIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DAVID J LENOX 717 271 7175 First Line of Address 8 TRISTAN DRIVE SUITE 3 Second Line of Address City or Post Office State ZIP Code DILLSBURG PA 17019 ,�, « � e� � ::� rr' CorrespondenYs email address: law davidjlenox.comcastbiz.net � 8 t� 7 REGIS Z5R V�111�LS U84 ONLSE'? C� . r� N i _,t REGISTER OF W ILLS USE ONLY � " . . � � � C:-7 DATE FILED MMDDYYYY �'' c;_� ._ - , . ._� ' ';1 .__ � �� -. ' _..:,: C7 F—� �`._ rr� . i- D�'fE FI�LED STAry�RJ 'n � Side 1 � � ����������� ��� ������������ ���� ��� ��������� ��� ��� � 15�5618403 15�5618403 � � J 15�5618411 REV-1500 EX DecedenYs Social Security Number �ecedent's Name: H i I I, J u ne A. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 15 9,7 4 6 •8 5 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages and Notes Receivabie(Schedule D).................................................... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 3,512•0 6 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 16 3,2 5 8 •91 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 51,6 8 4 .11 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 9 7,13 0 •3 8 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 14 8,814 -4 9 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 14,4 4 4 •4 2 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. 14,4 4 4 -4 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. 0-00 16. Amount of Line 14 taxable at�ineal rate X .045 14,4 4 4 • 4 2 �s. 6 5 0 •0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 •0 0 17• 0 -0 0 18. Amount of Line 14 taxable at collateral rate X.15 � • 0 0 1$• 0 •0 0 19. TAX DUE................................................................................................................ 19. 6 5� •0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on ali information of which preparer has any knowledge. I$GNPTURE OF PER O�PON�OR FILING RETURN Terri L. Polinka �TE � `�,,.� l � I S 6 AD RESS 829 Fairfield Street, Mechanicsburg, PA 17055 SIG TU OF E THERTHA REPRESENTATIVE David J. Lenox �Ar .e � ADDRE S � 8 Tristan Drive, Suite 3, Dillsburg, PA � I I�I' (I�' IIIII I"I I III IIII)II'� II II I II (IIII IIII IIII Side 2 15�5618411 1505618411 � REV-1500 EX Page 3 File Number 21-15-0626 Decedent's Complete Address: DECEDENT'S NAME Hill,June A. STREET ADDRESS 930 S. 28th Street CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 650.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest (3) 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 g. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) s�'jQ.QQ Make Check Payable to REGISTER OF WILLS, AGENT � ;" � � :.� .� "�ssa �v�7r'."'�: x�* ., _�"°r'+'�"�s���'�.`t�"�`"r"1"�� '�'y ,i"�"�, �o M1e�+�''�,�'��c�.. ',�a, :, �. �":o' .'�x,�.�- '� ft ��>.3(� � 3 �� ��= s,..����,�,r,;.� �m '" �*. � v � � � 5'. .� t�....., o,��.,n., .-�.�.�.�P,�.�,.:,�°,.,.,��7�.���. ,�aa�,`�`�.a.Ha .��:��.,.,�i;.�'�, ��-` .,��4:.�.�.R.�=�. s�,.�,e»,�..s�,���....m�.:���,.w.,�:.��.�,...h.,w..a,.w..a.�:.�,.,.�..a..a:5�.�..,..,.cr.; ,�..m�,„.�2'., 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:................................................................................ ❑ 0 b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ ❑x c. retain a reversionary interest;or............................................................................................................... ❑ � 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?.................................................................................................................... ❑ � 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ ❑ contains a beneficiary designation?.................................................................................................................. 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. � � , , .� , r� � . : �z< � '��� �' � � y�, y ..,.,,:u._.. .g..,..w .,....,�.t... .o.. ...�z�...ro,.aw.,.a..s .x'.:..�s.....�..,:ks�«�v.v�...��,�� .-.,,xn....'�..,"�,u�`i.��',.4.,z--x,4,".s..�.sas�...��..�&.,.�`<.k�xa`��'#'�.. ............... ....-e.,...:r„ x.�.:, ,...s� ,.s..za,....,,,...bst��._a�:rr., ._:, _.. ,.. 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 retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: . The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 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. Rev1502 EX+(12-12) � SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OFREVENUE � INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IFILE NUMBER Hill, June A. 21-15-0626 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 wiiling seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has 6een sold Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH • 1 HUD Allocation- Sewer/Trash/Water 60.33 2 HUD Allocation- Local Tax 302.02 3 HUD Allocation-Schooi Tax 1,384.50 4 Real Estate Situate at 930 S.28th Street,Camp Hill, PA- 158,000.00 TOTAL(Also enter on Line 1, Recapitulation) 159,746.85 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, inc. Form PA-1500 Schedule A(Rev. 12-12) Rev-9508 EX+(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENTOFREVENUE pERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Hill, June A. 21-15-0626 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 schedu�e F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Accrued Retirement Pay 573.00 2 M&T Bank acct#40813 16.75 3 M&T Bank acct#63234 2,060.71 4 Miscellaneous property and furnishings 861.60 TOTAL(Also enter on Line 5,Recapitulation) 3,512.06 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.08-12) REV=1571 EX+(08-13) ' pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND R SEDENTDECEDENTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hill, June A. 21-15-0626 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s)attached 13,692.60 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Terri L. Polinka Street Address 829 FairField Street city Mechanicsburg state PA zio 17055 Year(s)Commission Paid $��2$•72 2. Attorney's Fees David J. Lenox 5,354.25 3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshi�of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 24,508.54 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 51,684.11 Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 08-13) ' SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Hill, June A. 21-15-0626 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Head Stone 2,500.00 2 Malpezzi Funeral Home 9,697.60 3 Rolling Green Cemetery Grave Opening and Preparation 1,495.00 H-A 13,692.60 Other Administrative Costs 4 Additional Commission sale of real estate 200.00 5 Annual Real Estate Tax 1,598.51 6 Cleaning,Painting,Stamps,Trash Removal,Misc. repair 1,000.00 7 Comcast 400.00 8 Handyside Inc.electric box replacement 898.00 9 PP&L 160.00 10 Real Estate Transfer Tax 1,580.00 11 Realtor Commission 6% 8,923.21 12 Sellers Help at RE Closing 9,279.91 13 Sewer,Water,trash 283.96 14 Talley Petrolium 99.95 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) � SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Hill, June A. 21-15-0626 ITEM NUMBER DESCRIPTION AMOUNT 15 Various HUD service charges 85.00 H-B7 24,508.54 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev=1512 EX+(12-12) � SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IFILE NUMBER Hill, June A. 21-15-0626 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 HCR Manor Care 3,879.46 2 M &T Bank Monthly Mortgage(3 months) 2,115.00 3 M &T Bank Visa Card 3,454.58 4 Pa. Dept.of Welfare Estate Recovery Claim 542.78 5 Pay off M &T Bank Mortgage 84,755.36 6 Repayment Railroad f2etirement Check 2,383.20 TOTAL(Aiso enter on Line 10,Recapitulation) 97,130.38 (if more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12) REV-1513 EX+(01-10) . � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN B E N E F I C IARI E S RESIDENT DECEDENT ESTATE OF FILE NUMBER Hill, June A. 21-15-0626 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee s I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 Heather J. Donlevy Daughter 7,222.21 31 Tavern House Hill Mechanicsburg, PA 17050 Terri L. Polinka Daughter 7,222.21 829 Fairfield Street Mechanicsburg, PA 17055 Total 14,444.42 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. 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 Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev.01-10) LAST IdILL AT��TD TESTAI��'IEI�TT OF JUI�TE A. HTLL T, JUNE A. H�LL, of the Township of Lower Allen, County of Cumberland and S�ate of Pennsyl.vania, being of sound and dispoaing mind, memory and undexstanding, do make, publish and declare this my Last l�Ji11 and Tes�ament. l. T direct �he paymen� of a11 my �ust deb�s and funeral expenses as soon after my decease as the same can be conveniently done « 2. I give, devise and bequeath all the res�, residue and remainder of my estate, real, personal and mixed, whatsoe�er and wheresoever the same may be situa�e, zo m�r husband, L� �1. �IILL, absolutely and uncondi�ionally. 3• In the event that my husband, LEE Id. H2LL, ahould predecease me, or should he die within �hir�y ( 30) days from �he da�Le of my death, then in ei�her of such events , Z �;ive � devise and bequeath my entire es�ate, of wha�soever nature and wheresoever the same may be situate, . to my �tiao ( 2) ch3.ldren, to wi�, my dau�;hter, T�RRI L. �OLINKA, and my daugh�er, HEATH�t J. HTLL, share and share alike . , _1., ( a) In the event that my daughter� i�EATHER J. HILL� has no� a-�tained �he age of twenty-one ( 2l) years a� the time of my decease, then i.n such event, I give and bequeath her share in my estate �o my dau�hter, TERR2 L. POLINKA, in �rust, nevertheless, to ho1d, manage , inves� and reinvest the same, and to use and apply the income and principal, or so much thereof, as in my said Trusteets discretion, she rnay deem necessary or appropria�e for the care, maintenance and educ�tion Qf my daughter, HE.A.THER J. H2LL, including her colle�e education, or o�her professional or �echnical training af�er she �raduates from Hi�h School, wi�hou� further responsibility to auch beneficiary or to her guardian, if any, or to any person who may be taking care of her. Any income not so used or applied shall be accumulated and added �o and thereaf�er be treated as part of' the principal of said trust fund. When my said daughter, HEATHER J. HTLL, a�tains the age of twen�y-one ( 21) years, her truat shall �terminate and the principal of the trust fund, �ogether with any income which may have accumulated �hereon� shall be paid over and dis�ributed to her, absolu�el�T and uncondi�ional].y. Z direct that zny dau�hter, TERRT L. POLIPZKA, be permi�ted �o serve as Trustee of the Estate of my daughter! �iEATHER J. IiILL, without being required to post bond or other securi�y and �ha� she be excused from f31in� a formal accounting of her Trus�eeship in all instances. (b) I nominate, cons�itute and appoint my daugh�er,, _Z_ TE'RRI L. POLTNI'�., guardian of the person of my daughter, HEATHgi. J. HILL, for atzd during the term �f her zninority and direct tha� she be paid a reasonable compensatio.n for the care and maintenance of my said daugh�ter, so long as she is under her personal care and custody and is a znember of her immedia�e household. LASTLY, I nominate, consti�ute and appo3nt my husband, LEE N. HILL, Executor of this my Las� Will and Testament, and in the event that my said husband should predecease me� or should he be unable or unwillin� ta serve in such capacity for any reason, then in such even�, I nominate, constitu�e and appoint my daughter� TERRI L. POLINKA., Executrix of this my Last Wil1 and Testament, in his place and stead, and in either instance, I direc� �Yia� my said personal represen�atives be exeused from pos�ing bond or othar security for the faithful performance of their duties in any jurisdietion. ITd �;JITTu�,SS t�TH�EOF, I have �GI'BU.x'1 V O s e� my har.d ar�d s e al �hia day of June, A. D. , 199t�. i` � �j '� ;' ^ � (SEAL) �June A . Hi,11 ..3.. Signed, s�aled, publi9hed and declared by �he above named, JUIdT A. IIILL, as and for her Last U1i1.1 and Testament, in �he presence of us, who have subscribed our names hereto as witnosses, at the reques� of said testatrix, in her presenee and in the presence of each other. . l ) � ,����r� i / � 1 ..��.. CQMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) I, J�UirE A. ri�_LL , the testat rj.:�, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and volun- tary act and deed, for the purposes therein contained. Sworn and affirmed to and acknowledged before m� byf �--- JU'1'�T�`�; A. 't?ZLL , the testat��� , this � /� '' � day oF �rt�n� � A. D. � � 0�9�� ,�',� t �f.t� �' ���. � � , r........��#}f f 1�..�y`E' .!3 i\�!�,,..7; "-('V.. ._...3 , : � � �1�+7�jI 3���� �.��t�3�:i�.w i�;�'�' ..,:.��q�� A+6Y CcSmro��:�'!Ea.pBL-u r"�.�.i�'J COMMONWEALTH OF PENNSYLVANIA ) � . SS. COUNTY OF CUMBERLAND ) We, the undersigned, J. �Q�'�2' �T4UFr�� and '�Rl'1�� L. LEV i I?�AG�T� , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the testat �ix , JUi<i�' .�'.. I-iIT.,L , sign and exe- cute the instrument as �her Last Will and Testament; that the said testat-�,�X , JUT+TF A. i�,TLL , executed it as }�/her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatY��.y , signed the Will as witnesses; and that to the best of our knowledge, the testatT'iX was, at the time, eighteen (18) or more years of age, of sound mind, and under no constraint, duress or undue influence. �� � , L Sworn and subscribed to before i'�l;f' ; -._-��- �� � ����' '' � me this ,� � �' day of � % Ju.ne , I99�.. � f � � � `y � ` . {iid i'i P j r .��t cti - tj.w't,�� � . / �/ �'� I�/ � .�. Y ^���1�'Ji r�'�,,j�1�,c`i�e=�S��+:�':d.s�� � �� �i��.✓�l"�' .{,�J,;�/ y!i•`�• Re,.���fT,1y`x-ri'!1�i�SSVCW.�.�� l � wr� (/ � ���". _ . _ , , ,� �,� , ll���,��� v������� ������_ _ � .: . ! i_.._��_.L__� 1ll_1..J_I1_1.11V1ll11L!I�ll�IIllIL.I.I.: t � ��,�,. `� � . � . k� . � . _ , ._.. -- . __ _.. _ _ . - --.-- . ` , . _---____�� --- `� j I01 A DE�-9wt fr� :.. . . ' 7�`2 . ' � ��la�wNw S�M� •.lf � ..�� � ' _ `) � ' r�.� aoa.4M..►�, �; � � ;�3 O� � � , \ `, `�:� ,.� � E �} �� .•� , :� �,� �.%�Y�g ��.�"��� ���� '�% ��J J . � �� .t.. , _ I . , _ - . . '`r.i. `i�' .� . . � � �^�n' .. �� .. � . .. � , ,,` . Made the'•i ; �S'�`'� day of �ar��� ;in the year �� ,� .N�neteen hundred and Sixty-Seven (1967) : u :� ii ���dtsit. HOBERT C. oANDERBILT and $EATRICE L. VANDERBILT. h16 wifa, of �� � Lover Alien Townahip. C�berland County, Pennsylvania �,� :� � ' Orantora I � tl . i LEE NET.SON BILL and JD2.E A. HILL, hie wife. of tha sama place , , . � • 1 . • i T:t' ��� ' . Grante� y ' �litstessefh�that in consuderatianoJ ($14,500.00) ,:! � Sixteen Thousand Five Hundred --- --.-------_�-....Dollats, � �} in h.and paid,tlae receipt wTcereof is heseb�acknowZedaed,the said Grantors do ' � ' �� �; herebJ grant and eonveJ to,the said Gra�atee s their heirs and asai,e�is, 4: .! ._.._..... .... : • . ;� � ; ALL THAT CEFcTAIN piece or parcel.of la.ad eituate ia the Toxaehip of Lover Allan, � �;� • � County of C�mberland and State of Pennsylvaaia, more particularly bouwied and �,: ! described in aceocdaace with susvey of Ernest J.�Walker. Ragistered Profesafoaal ' s�: t � Engineer, dated June 22, 1967. as follovs, to wit: !ia j ._ .. _ , i:� { � BEGINNING at a point on the westezn line of 28th Street. which poiut is one hundred � }'i r �� eighty-ffye (I85) feeE south of Lhe southem line nf Morniagside Drive aad at the I ;y � j - , � '_ 1 :� � � southera liae of Iands now or formerly of Ray E. DeWalt; thence along the vestern , ..i I - I >'s ; line of South 28th Street south one (1) degrea eset one.hundred (100) feet to a � ° ��j� � I` � pipe; thence south eighty-three (83) degrees twenty-three (23) minutee+ uest oua � � �a ' hundred fiftq-one (151) feet to a pofat oa tha eastern 21ne of lands aow or formerl � r� I � of Clayton 1�. Russ; thence along the same aorth three (3) degrees saventeea (17) ` Y,� i . ; �� �� minutes vest ninety-nine and eixty-four one-bundredths (99.4b) feet ta tha southern �'q, �`I �t' line of DeWalt laads; thence alo n g the sam e nor t h e ig h ty-t l�ree (8 3) degraea tweaty- �� !:: �} three (23) minutes eaet one hundred fifty-five {�55) feet to the Poiat of BEGINf1ING. ; �� . - ; !.i Having'Eherenn e�BCtBd a one atory brick a.nd frame daelling house knowa and u�bere �.j �; ae 930 South 28ih�iseet.. _ EI BEZNG the eame premises which Paul L. Creasman. Jr. et al by their deed dated y August 5, 1957 and recorded ia the C�berland Couaty Recorder's office in Deed ; � I Book "D", Vol. 18, page 24� granted and coaveyed unto Robert C. Vauderbilt aad i'? � Beatrice L. Vanderbilt, his vife, grantors herein. � ` 1 Ul0 �.. `l1Qtr��.�t1t0 � u I; , ��. , �� �_,� iownsLiV ot �'.� , , .. 'i+ � � ' , � A - � . ' (• ��. .,chool Dis+.Cumb.Co.,Pa � I Cumb. Co.� Pa. `- 1� '? f, �' �� 3X R�el Ed.f�ir�ad.r T�� ,I-�7 R�d 6�d•Tr�n�f r T�v� � '-.' � y t {' � i � � D.t C':P-.R7... Amf .CP:�. J.h l.—.�.R.l. Am1. `:`.. �i i i i .y.�:�"l`� .�.. , . . . ( r �� �C9_��4�.��'�'�,.,.h�- • C�.�4v��$11• . �;�,_ �a��" • ��, C.�1ri,�r� { Cumb.Co.Uiif.Col.A9t. ' LY. '�'`CumS.Go.Did.Col;A9f. �,� „ . `�ry l l` �: t .__. ' . 7 . � - "� i."''e+-^-�—�:`. �"^�,:"T"'�'. �..:.' `"'S-�� �..� - 'i: )�� �� '� � , �� . _ ( ::t _ .f�T�.3�f�u � >:i t t / ' , ' �x, :ti �~� �� � I `• L � `f �� ' . � � � T i 1 �. . _� 7 _ � I ` V , j , � ,,: �'� � � �';,�� { �� �, �., . : � � , • ,� , ' _� �r,�� � � � � � !� --���' �1��._!1:� ..: - - .. �y.� �. �-., . - � I` - � � _.. .. �: . : . � �... ,i r .i "��i�^—. �,�f I�: _ . � ...... ._� E �� �:.� �f�. . i.�._ . �� ' �� �.-]� [� , t _.� �.."' h� � � , ��� �, �_-"� _�.-�=7?�� 'L��e lp��:� �[)^e . �� W.�r vn F :,� .,�. �C'_i '•._s�-J� +�.a�w-�� . !� ,, . f� � � 8�0lC ,C�PAG: .SSti ! ' I , � i; •` ' ! ' ' � I . ._ -.....�- -- :-__---• _t. _ , _ • _ _. �, . �� ,...--.-�..-,.�,.t ,..w..._-.,.,�:......-.--.---•--.��.....,�.._...R.._...,C,.........� ' . �p' . , � • ' ' t ;� . . . _ . __ � � - -- � ' - . . . � '�nA tice aaid Granto�s T�ill Warrant generaliqthe property hereby conve�ed. � ' � ` � , � �n �1iltttss �ltcreof, thesaidGrantors have hereunto set their handa � �' and seul s the day and Jear Jtsat abore ufritten. . . ��r(/ �u����'�7' ��.,�< � Sig�eed,Sealed and Deliaered � J �' in the preaence oj . �n,��,�. � f�.�� x/,,��. �� 'r•� � *...,�' , . 1 �'I--.SI_-�s-,f�i�<n� ,�� ' _� ' --' �, ! � � _ �':� ^ I I � ;( (Eammontutdl�h of�cuns�lvania � ¢�� i' �' {�ourit� Of Camberland On lhis,lhe �� ' day af '3'Rn� 19 6Z be/ore me �' !he wtder rte o cer, eraonall a eared A Notary Pub11c � � P ,7,AP....::'•-- I.r '. - � Robert C. Vanderbilt and 8eatrice L. Vanderbilt, his vife i .� ,:L,....;.i i known to mi(w aatis�adorilr prooenJ to be tht persons rchose namee are su6scriGe ,�ed K.�•k�t�9+.;•?�� instrument,and acknowledged that t/u y txecuted the same for the purpose:_theTeia.�o�teirted� '':M � � ` IN IYITNESS WHEREOF,1 have her�o aet my hand and notarial ���__u'�y s . '•.7, � ' � ��- .' _� s �' ' -Q: � � � — flo2aryPu6lie.CunYFIiII.A�,h°�Iand��•'"rRy P�yP�!_�, Mv CrmmhcWn mua kka�ch G 1964 � .a�°'. � ssreb �erliE that the preeise address of the 6rantees herein is • e� � k �' ' Q,3o �.z a��'�1`�y � � � ,.(�G�-�-��`� � �lttosneg I6i r"n �� I _ ... _. _ � I k� . . � .. : . - . ' � . . �� . .. � .��.. ; ..� .. pl�r- �.... .__.- .- . . . �.. , � . �.. � � . . � � � � � � � . � � � � tl Q� � I �Hs f �;1 . � f'`r-:^"� a~ .v,�",i �`' . •:� . �� - . ) H� � � 3 , � . �; W !� ; � . �� �� � N� ►.� ' � . � ' � >.a E o� � �j �": I H rU+ �4 ' � .. �� . � x� � � . � � �Y-t . �� �� I . i . �L/ ""�1 � � • � � � �'i • � � i ` �± � � �` iI . '` �� aommaiswea k uf�lenns�lbania � ;�. , . . , j . (Lvuttt� of � f; ' ' �tsot�r�irc the On'ice for Recordin6 ojDeeds in,and for �` ; • �� ��� in Deed Book� �o.�� �� . / . . !,: PaeC 3`S(O Etc. _�! �'� . �i�scss nay hand arid aeal o�OjJ7ce this � /`j � , 4� day of Am vminil�a- ;=; : �� C� : . , r,j �� �; l��i�ZP�E s3J�7 , '� . , t} •- •, • _._ ._. __ _ �, — - — ------ __----- i,j , _ .__ : .'. - -- -- ..-- -..,_.� . �� .�:._____— --_� . ._ .___ _ _ . :._......,_., - � � � ,µ'������ N OMB No.2502-0265 � ���,���� ��' A. Settlement Statement (HUD-1) B.Type of Loan � I. ❑O FHA 2. ❑RHS 3. ❑Conv Unins 6.File Number 7.L.oan Number 8.Mort�age Lis Case Number 4. ❑VA 5. ❑Convins. 6. ❑SellerFin 154-001239 3804045057 446-25gg043-703 7. ❑Cash Sale. C.Note: This form is fumished to give you a statement of actual settlement costs. Amounts paid m and by the settlement agent 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 rotals. D.Name&Address of Bon�ower E.Name&Address of Seller F.Name&Address of[,ender Jared R.Mummert and Saman[ha Jo Mummert The Estate of June A.Hill Home Poinf Financial Corporation 1$12 Montfort Drive 930 S.28th Street 9 Entin Road,Suite 200 Harrisburg,PA 17110 Cnmp Hill PA 17011 Parsippany,NJ 070$4 G.PropeiTy Location H.Settleme�t Age�t Name C Settlement Date T.A.of Central PA,L[.0 8/1S/2015 930 S.28Ih Street,Camp Hill,PA,17011,Lower 530 N.Lockwillow Avenue Fund:8/18/2015 Allen Township Harrisburg,PA 17112 717-7243724 Underwritten By:First American-NJ/PA Place of Settlement Keller Williams of Central PA 4242 Carlisle Pike Cnm Hill PA 17011 J.Summary of Borrower's Trnnsaction K.Summary of Seller's Transaction 100.Gross Amount Due from Borrower 400.Gross Amount Due to Seller 101. Contraci sales price $I58,000.00 401. Contract sales price $I58,000.00 102. Personal property 402. Personal property 103. Settlement charges to bonower $10,201.06 403. 104. 404. ]O5. 405. Adjustments for items paid by seller in advance Adjustmen[s(or items paid by seller in advance 106. 2015 Counry& OS/19/15 thru 12/31/IS $302.02 406. 2015 Counry& 08/19/15 thru 12/31/15 $302.02 Township Taaes 'I�ownship Taxes 107. 2015-16 SchoolTaxes OS/19/15thru 06/30/16 $1,384.50 407. 2015-16 School Taxes 08/19/15thru 06/30/16 $1,384.50 108. 3rd qtr 08/19/I S Uuu 09/30/15 $60.33 408. 3rd qtr 08/l9/15 thru 09/30/I S $60.33 SewerlCrash/Recycling Sewer/Crash/Recycling ]09. 409. I I0. 410. 1��. 411. ]I2. 412. I13. 413. 114. 414. I I5. 415. 116. 416. 120.Gross Amount Due From Borrower $169,947.91 420. Gross Amount Due to Seller $1g9,746.85 200.Amounts Paid By Or in Behalf Of Borrower 500.Reductions in Amount Due to Seller 201. Deposit or earnes[money $2,000.00 501. Excess deposit(see instructions) 202. Pnncipal amount of new loan(s) $155,138.00 502. Settlement charges to seller Qine 1400) $15,168.63 203. Existing loan(s)[aken subject to 503. Existing loan(s)taken subject to 2p4, 504. ]st Mte PayoffM&T Bank $84,755.36 205. 505. Payoffofsecond mortgageloan n/a 206. Seller Assist $9,279.91 506. Seller Assist $9,279.91 20Z SOZ (EMD$2,000 Disbursed as Proceeds) 2p8. 508. 209. 509. Adjustments for items unpaid by seller Adjuscmen[s for items unpaid by seller 210. 2015 County& 510. 2015 Counry& Townshi Tases Township Taxes 21 L 2015-16 School Taxes 511. 2015-I6 School Taxes 212. 3rd qtr 512. 3rd qtr Sewer/Trash/Recycling Sewer/Trash/Recycling 213 513. Z�q. 514. 215 515. 216. 516. 217. 517. 218 518. 219. 519. 220.Total Paid By/For Borrower $166,417.91 520.Total Reduction Amount Due Seller $109,203.90 300.Cash At SetUement From/To Borrower � 600.Cash At Settlement To/From Seller 301.Gross Amount due fi�om borrower(line 120) $169,947.91 601.Goss Amount due to seller(line 420) $159,746.85 302.Less amounts paid by/for borrower(line 220) $166,417.91 602.Less�eductions in amt.due seller Qine 520) $109,203.90 303.Cash From Borrower $3>530.00 603.Cash To Seller $50,542.95 The Pul lic Aepoitin�,Burden forthis collection of info�mation is estimated at 35 minufes per response for rnllectin�„rea�iewing and repoRing the data_'Ihis xaency rnay nu[.ollect this inionnauon,and yuu are not required to complete this fuim,unless it Jisptays u currantly valid O\46 mutrol number.Ne contidentiality is assured;this disolosure is rt�andamry.This is dcsigned[o�rovid�the partias[o a FESPA covered cransactinn with informntion during tl�e settlement proeess- POC(B)-Paid Outside of Closing by Borrower. POC(S)-Peid Outside of Closing by Seller. POC(L)-Paid Outside of Closing by Lender. Previous editions are obsolete Page 1 of 5 HUAI L. Settlement Charges 700. Total Real Estate Broker Fees $8,923.21 Paid From Paid From Division of Commission(line 700)as follows: Bon-ower's Sellers 701. $4,461.61 to Re/Max Realty Professionxis Funds at Funds at 702.54,461.60 to Keller Williams of Cen[ral PA Settlement Settlemen[ 703. Commission Paid at SetHement $0.00 $8,923.21 704. Additional Commission to Keller Williams of Central PA $175.00 705.Additional Commission to Re/Max Realty Professionals $200.00 706. Reimbursement for Talley Petrolium to Tracy IJinger $99.95 800. Items Payable in Connection with Loan 801. Our ori�ination char�e S1,2a5.uu (from GFE#1) 802. Your credit or char�e(oints)for the specific rate chosen 50.00 (from GFE#2) 803. Your ad�usted ori�ination char�es to Home Point Financial � b �' Cor oration (from GFE A) $1,245.00 504. Appraisal Fee to Appraisal Nation (from GFE#3) $450.00 805. Credit report to Credit Plus (from GFE#3) $36.50 806.Ta�c service to CoreLogic POC��� (from GFE#3) sx�.nn 807.Flood certification to CoreLogic Credw (from GFE#3) $9.00 900. Items Required by Lender To Be Paid in Advance 901. Daily interest charges from 8/I8/2015 to 9/1/2015 �$15.94/day (from GFE#10) $22316 902. MIP for Life of Loan for months to (from GFE#3) $2,668.23 903. Homeowner's insurance for 1 years to State Farm Insurance (from GFE#1 I Com anies 1 $682.00 1000.Reserves Deposited With Lender 1001.Initial Deposit for your escrow account (from GFE#9) 5774.27 1002.Homeowner's insurance 3 months� $56.83 per month $170.49 1003.MoRgage insurance months(td $107.10 per month 1004.City property taxes months(a� per month 1005.2015 County&Township Tarzes 7 months� $68.05 per month $476.35 1006.Assessment Taues months� per month ]007.2015-16 School Taxes 3 months(u� $13311 per month $399.63 1008.MUD taxes months(r� per month 1009. Other taxes 0 months(� 1D10. Othertaxes 0 months(� 1011.Aggregate Adjustment -$272.20 1100. Title Char es i lOL Title services and lendei's tide insurance to T.A.of Central PA,LLC (from GFE#4) $1,700.90 ]102.Settlement or closing fee to T.A.of Central PA, LLC 1103.Owne�s title insurance to T.A.o(Central PA,LLC (from GFE#5) $129.00 1104.Lende�'s tide insurance to T.A.of Central PA,LLC $1,150.00 1105.Lenders title policy limit$ $155,138.00/$405.90. ]]06.Owne�'s ti[le policy limit$ $158,000.00/$1,309.00 1107.AgenPs portion of the total tiUe insurance to T.A.o(Central PA,LLC $1,351.41 remium I 108.CJndenvriter s portion of[he total title to First American-NJ/PA $363.49 I 109 Type of Insurance Rate:Enhanced Policy to Rate 1110. Reimbursement for Tax cenification to T.A.of Central PA,LLC $20.00 1]]L Wire Out Fee(seller payoffl to T.A.of Cen[ral PA,LLC $20.00 1112. Seller Notary Fee to Abby Wendel $20.00 1113. PA Short Fo�m Poliry Premium to T.A.of Central PA,LLC $100.00 11 14. PA 900 Environmental-Res to T.A.o(Central PA,LLC 550.00 l I I5. Cbsing Protection Letter to T.A.of Central PA,LLC 5125.00 1 I 16. PA]030 ALTA 9-REM-L to T.A.of Central PA,LLC EI30.90 1��� Estimated Payment-PA Liheritance to Commonwealth of $650.00 Taaes Pennsvlvania ll 18. Balance held for PA Inheritance Taxes to Title Alliance L[d. $850.00 1119. EscrowHoldFee to TitleAllianceLtd. $25.00 1200. Gocernment Recording and Transfer Charges 120L Government recording charges (from GFE#7) $178.00 1202. Deed$79.00;Mortgage$99.00,Release$0.00 to Cumberland County Recorder of Deeda 1203. Transfer tases (from GFE#8) $1,580.00 Deed$1,580.00;Mongage to Cumberland 1204. Ciry/County ta�stamps $0.00 CounTy Recorder of $1,580.00 Deeds Deed$1,580.00;Mortgage to Cumberland 1205. State ta�c/stamps $0.00 County Recorder of 50.00 Deeds 1300.Additional SetHement Charges 130L Required services you can shop for (from GFE#6) Previous editions are obsolete Page 2 of 5 aun-i � . � � File No.154-001239 � ' 1302. 2015 County&Twp Taxes to Bonnie K Miller,Tax poc�s�satesx Collector 1303. 2015-16 Schooi Taxes(discount) to Bonuie R.Miller,Taz $1,598.51 Collector 1304. Home Inspection to Inspect-A-Home,Inc. $350.00 1305. Sewer/Crash/Recycling(2nd&3rd qtr) to Lower Allen Township $283.96 1306. L�voice to Handyside Ina $895.00 1400.Total Settlement Charges(enter on lines 103,Section J aud 502,Section 6� $]0,201.06 $15,168.63 POC(B)—Paid Outside of Closing by Borrower.POC(S)—Paid Outside of Closing by Seller. POC(L)—Paid Outside of Closing by Lender. Previous editions are obsolete Page 3 of 5 HUD-1 � ��zs�� 499 Mitchell Road,Millsboro,DE 19966 Records Management Phone 888-502-4349 � Fa�c (302)934-2955 June 29,2015 David J Lenox Attorney at Law 8 Tristan Drive, Suite 3 Dillsburg,PA 17019 Re: Estate of: June A Hill Social Security: 198-30-0439 Date of Death: May 15,2015 Dear Sir or Madam: Per your inquiry on June 16, 2015, please be advised that at the time of death,the above-named decedent had on deposit this bank the following: l. Type of Account Savings Account Number 15004207040813 Ownership(Names o� June Hill Lee Hill Opening Date OS/02/00 Balance on Date of Death $16.75 Accrued Interest 0.00 Total $16.75 2. Type of Account Checking Account Number 950263234 Ownership(Names ofl June Hill L,ee Hill Opening Date OS/02/00 Balance on Date of Death $2,060.71 Accrued Interest $ .00 Total $2,060.71 For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call Westshore Plaza at 717-731-1730 We were unable to locate any safe deposit box for the above-mentioned decedent. This letter dces not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers,Representative Payee,or Trustee under a Written Agreement. Sincerely, Tomara Williams Records Management - Malpe.Zzi Fune�al Honze 8 Market Plaza Way (717)697-4696 Mechanicsburg,PA 17055 www.MalpezziFuneralHome.com Michael J.Malpezzi,Owner,FD Jeremy J.Shartzer,FD Kyle C.Knipe,FD Ian J.McCreary,FD June 4, 2015 Heather ponlevy 31 Tavern House Hill Mechanicsburg, PA 17050 This is the final statement for the funeral services of June A. Hill We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way. PROFF.SSIONAL SERViC'ES: Services of Funeral Director/Staff $5,760.00 FUNERAL HOME SERVICE CHARGES $5,760.00 SELECTED MERCHANDISE: 20 Gauge Steel Casket $2,200.00 Guardian Burial Vault $1,150.00 Maroon Register Package $75.00 THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE THAT YOU HAVE SELECTED $9,185.00 CASH ADVANCES: At the time funeral arrangements were made, we advanced certain payments to others as an accomodation. The following is an accounting of those charges. Certified Death Certificates $36.00 Newspaper Notices-Patriot $326.60 Flowers $150.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES $512.60 CONTRACT PRICE $9,697.60 TOTAL AMOUNT DUE BY June 14,2015 $9,697.60 If you have any questions or concerns regarding this bill,please call our office at(717) 697-4696. � ' . 1 . ie . . • .- • '� 1 � � � � � • • _ � � 07/31/2015 UPON RECEIPT . �583-4�689��_�`�: • . JUNE HILL t54347403 �� Dear Terri Polinka, The employees of HCR ManorCare appreciate the . � � • opportunity to care for you. Sign up now to pay your bill online or call your Center's Business Office Managers to make your payment today, or discuss payment Balance Forward �3,879.46 arrangements. Your Payments Since Your Last Statement $0.00 You may pay your bill 1 of 3 ways: '; � Mail in the payment using the coupon below Current Charges $0.00 • • . , � �'' To payby phone dial 717-737-8551 , ✓� Pay online at https://www.emergetechnology.neU#/CampHill ;.,. v .� � 2. � 'a4A", '."LF''r5F',»mA5.,�'S'.ifivi. ��`T'4v;3'"{u"fi�?�ft?.._?9$+.P'�'J`,+P,„,.,^n.'..�`.':�?^ 'Ts'z3�,5'."a'Y"LYM'�`5:.;...'..R'^P".v�T.T.^3vT'M'."f�'i��R �.- .,.� :�i� T., �.L � . : .� _" Estimated Balance Due Fr�m Insurer � $0:00 Phone: • � � 717-737-8551 • ��: H�R Manor _�. �k`' Heartland•ManorCare•Arden Courts ��� Please contact us during our regular business hours. �,� :_..��� If you are interested in receiving - _ , �:.� ,���,�.�;�::� . .�-4..-�:���.�.���,��. w.._. . ._ , ..-� . . a monthlystatement ,�,,..4:. w. .��.�� ,._ � � electronically, please contact :; �,.� your business office at the center �=�� ,; �.� � � � � If you would like to pay online, "" • � Balances not paid by Medicaid Pending or please visit the following website: � �`` Insurance will be the responsibility of the and enter your Account No. and: - � �' ;�� �,�r' patient. Online ID. - , � �,�� �'� � � � � � �- • �• • *•���� . ..,.. , , .,�����. �.:< ,., ����- Detach and return bottom portion with payment.Please make checks or money orders payable in U.S.funds to HCR Manor Care Services,LLC and include your account number.Your payment will be applied to the oldest balance on your account.See reverse side for visit details. Payments received after the statement date will be reflected on the following statement. _......_.........._..............................._..................................................._...._.............._ ...................................................................... HCR ManorCare� ��.�,���.,�,�� � � � -• � � � � • • MCHS Camp Hill 1700 Market Street 07/31/2015 UPON RECEIPT `583=4689 ">`'' Camp Hill PA 17011-4817 - . . , - e JUNE HILL $3,879.46 RETURN SERVICE REQUESTED MAKE CHECK PAYABLE AND REMIT TO ❑ Please check box if address below is incorrect or insurance information has changed,and indicate change(s)on reverse side. ��t�l����'��III'I'"�'��1�1��1����1�'I�����I������III��I�'I��'I" HCR ManorCare Services LLC � � TERRI POLINKA FACILITY 0583 N 829 FAIRFIELD ST P.O. Box 637602 MECHANICSBURG PA 17055-4021 CINCINNATI OH 45263-7602 �.�= �°f� 120583-1-33092 . � .�� pennsylvania DEPARTMENT OF HUMAN SERVICES August 4, Z015 DAVID ) LENOX ESQUIRE 8 TRISTAN DR SUITE 3 DILLSBURG PA 17019 Re: June Hill CIS #: 820158845 SSN: ###-##-0439 Date of Death: 05/15/2015 ESTATE RECOVERY STATEMENT OF CLAIM Dear Attorney Lenox: Under State and Federal law, the Department of Human Services (the Department) is required to recover medical assistance (MA) reimbursement from the probate estates of deceased individuals who were over age 55 when such assistance was received. 42 U.S.C. §1396p(b)(1). 62 P.S. § 1412. This letter sets forth the amount of the Department's claim against the estate of the above referenced individual and explains the obligations of executors, administrators, and persons receiving estate property. Although the amount in the estate may be considerably less than that which is owed to the Department, our claim is against the estate, no one else. Statement of Claim Amount The Department maintains a claim in the amount of 542.78 against the above-mentioned estate. This claim is for repayment of MA granted on behalf of the decedent. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely 542.78, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely .00, is to be entered as a priority Class 5.1 claim against the estate. You should refer to Section 3392 for a more complete explanation of the priority rules. If a lawsuit is filed for injuries sustained by the decedent prior to death, then the Department may also have a lien against the personal injury action. A statement of claim for that injury-related lien must be requested separately. Bureau of Program Integrity � Division of Third Party Liability � Recovery Section PO Box 8486 � Harrisburg, Pennsylvania 17105-8486