HomeMy WebLinkAbout01-0533
21'7
REV-1500 EX (6-00) COMMONWEALTH OF REV-1500 OFFICIAL USE ONLY
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 1 0 5 3 3
COUNTY CODE 'EAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
.... Strinafellow, Evelvn R. 191-18-3692
z DATE OF DEATH (MM-DO- YEAR) iDATE OF BIRTH (MM~DD-YEAR)
W THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W 5/23/2001 11/10/1924 REGISTER OF WILLS
u
w (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
w 0, Original Retum 02 Supplemental Return 03 R-ilITlaIru.lar R",um (dllle 01 dllalh prlor to 12-13-82)
~
~~~ 04 Limited Estate 04a Future Interest Compromise (date of death after 12-12-82) Os Federal Estate Tax Return Required
u~u
wOO 06 07
~~~ B.
u~" Decedent Died Testate (Attach copy of Will) Decedent Maintained a Living Trust (Attach copy of Trust) - Tota! Number of Safe Deposit Boxes
~
~ 09 0,0 011
Litigation Proceeds Received Spo~a\Ptl'lllTtyCredrt(dal"orde"thbetwe&l112_31-9111ndl.1_95} Election to tax under Sec. 9113(A) (Attach 8ch 0)
.... THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Z NAME COMPLETE MAILING ADDRESS
w
c Robert M. Frev 5 South Hanover Street
z
0 FIRM NAME (If Applicable) Carlisle PA 17013
0..
"'
w Frev and Tiiev
r<
r< TELEPHONE NUMBER
0 '717\243-5838
U
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 110,300
2. Stocks and Bonds (Schedule B) (2) NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE
4. Mortgages & Notes Receivable (Schedule 0) (4) NONE
5. Cash, Bank. Deposits & Miscellaneous Personal property
(Schedule E) (5) 17,131
6. Jointly Owned Property (SChedule F) (6) NONE
Z D Separate Bilting Requested
0
>= 7. Inter-Vivos Transfer & Miscellaneous Non.probate Property
<(
..J (Schedule G or L) (7) 27 ,435
::>
....
ii: B. TOTAL GROSS ASSETS (total Lines 1-7) (B) 154,866
<(
u
w 14,815
0:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) 6,048
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 20,863
12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 134.003
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 0
14. Net Value Subject \0 Tax (Une 12 minus Line 13) (14) 134.003
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a}{1.2) X .02- (1S) 0
Z
0
>= 16. Amount of Line 14 taxable at lineal rate 134,003 x .045 (16) 6,030
<(
I;;
0.. 17. Amount of line 14 taxable at sibling rate X .12 (17) 0
:IE
0
u
X 18. Amount of Line 14 taxable at collateral rate x .15 (IB) 0
<(
....
19. Tax Due (19) 6,030
20[8] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
fro -;;"3'-{ _10
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
ece ent s omDlete Address:
STREET ADDRESS
342 Bloserville Road
CITY rATE IZIP
Carlisle PA 17013
2\7
D
Stringfellow, Evelyn R.
d
c
Tax Payments and Credits:
,.
2.
Tax Due (Page 1 Une 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,817
306
Total Credits ( A.,. B + C) (2)
3. InleresVPenalty if applicable
D. Interest
E.. Penalty
4.
Totalll"lter6$tJPenalty ( 0 + E )
JfUne 2 is greater than Line 1.,. Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
o
5.
(4)
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest cn the tax due. (SA)
B. Enter the total of Line 5 .,. 5A. This is the BALANCE DUE. (56)
Make Check Payable to: REGISTER OF WILLS, AGENT
191-18-3692
6,030
6,123
93
o
o
1.
Did decedent make a transfer and:
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
a. retain the use or income of the property transferred;
Ves
o
o
o
o
o
o
o
No
o
o
o
o
o
o
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
b. retain the right to designate who shall use the property transferred or its il1COme;
c. retain a reversionary interest; or
2.
d. receive the promise for life of either payments, benefits or care?
.
If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiVing adequate consideration?
3.
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4.
Old decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation?
and c m lete. Declar tion of re arer other than the rsoo I re resentative is as d on aU inf
SIGNATURE OF PERSON ESP SIBLE FOR FlUNG RETURN
(2~ (f/
ADDR 5S 1 31 A umn r Dlllsburg, 1
(3) 3580 Ritner Highway, Newville, PA 17241
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~ #>. "'1--.~
ADDRESS . \
5 South Hanover Street, Carlisle, P A 17013
nowled e
Under penalties of perjury, I declare that I have examined thiS return, inc\lm\ng accompanying schedules and statements, and to the best of my knowledge and belief, it is lrue,
DATE
For dales of dealh on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. Section 9115 (a)(1.1){i)).
For dates of dealn on or after January 1, 1995, the tax rale\mposed on the net valUE! 01 transfers to or for the use oftha surviving spouse is 0% en P.S. Section 9116 (a)(1.1}(iill.
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 appliC<lble even if
the surviving spouse is the only beneficiary.
Fordstes of death on or aflerJuly 1,2000:
The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or fQl" Ins use of a natural parent, an adoptive parent,
or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)].
The t/lx r/lte imposed on the net value of tral\sfere. \0 or for\he use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) (72 P.S. Section
9116(al(llJ.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. Section 9116(al{1.3)}.A sibling is defined, under Section 9102, as an
individual who has alleas! one parer1! In common with the decedent, whether by blood Ql" a<lOP\IOfl.
AT
REV-1502 EX + (1-97) (I)
COMMONWEALTH OF PENNSYL.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Evelyn R. Stringfellow 21-01-0533
ALL REAL PROPERTY OWNEO SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair marnet value Is defined as the price at which
property would be exchanged between a willing buyer and a willing seiler, neither being compelled to buy or sell, 00111 having reasonable knowledge of the relevant facts. REAL
PROPERTY WHICH IS JOINTLY -OWNEO WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
SCHEDULE A
REAL ESTATE
DESCRIPTION
Real Estate, 342 Bloserville Road, Upper Frankford Township, Cumberland County
VALUE AT DATE
OF DEATH
110,300
ALL THAT CERT AlN tn.ct of land MtlJate in Upper Frankford Township. Cumberland
County, Pennsylvania. located off Township Road T-439 known as Potato Road, bounded and
described as follows:
BEGINNING at a stake, which stake is the following three courses and distances from
the post separating the southwest comer ofrropeny now or formerly of William H. Hooke, Jr..
et al., and the property now or fonnerly 0 Robert L. Bear, et ux.: (I) North 05 degrees 3S
minutes East tl distance of 450.60 feet. to a post; (2) North 18 degrees 45 minutes West a distance
of 400.20 feet to a locust; and (3) North 31 degrees 40 minutes Wesr a distance of 26.30 feet to
the aforesaid stake at the Place of Beginning; thence from stake at the Place of Beginning along
line of said land now or formerly of Robert L. Bear, et ux., North 31 degrees 40 minutes West a
distance of 84.10 feet to a stake; thence along lands now or fonnerly of William H. Hooke. Jr., et
ai., North 77 degrees East a distance of 245.50 feet. to a point at the low water mark of the
Conodoguinet Creek; thence down said Conodoguinet Creek by the low water mark thereof,
South 13 degrees 30 minutes East a distance of 74.25 fect to a point; thence along line of land
now or fonnerly of Oscar R. Barrick. South 16 degrees 30 minutes West a distance of 219.29
feet to a stake at the Place of BEGINNING. .
THE ABOVE-described tract of land lies on the southwest side of the Conodoguinet
Creek.
THE ABOVE-described tract of land has a mobile home placed thereon and nas the
mailing addre&s of 301 Potato Road, Carlisle, Pennsylvania 17013.
THE ABOVE-described tract of land is conveyed together with a right of ingress, egress
and regress over the driveway coming off of Township Road T.439 known as Potato Rew, as
now in actual use on the ground in favor of the Grantees, their heirs and assigns. and being
subject to a right of Ingress. egress and regress over said driveway in favor of William H. Hooke,
Jr., et al.. their heirs and assigns. who were the Grantors in deed dated March 20, 1965, and
recorded in the hereinafter mentioned Recorder's Office on March 22, 1965;in Deed Book "N",
Volume 21, Page 399.
THE ABOVE-described tract of land is all of the propeny which WiUiam H. Hooke, Jr.,
et al., by deed dated March 20. 1965, and recorded March 22,1965, in the Office of lheRecorner
of Deeds in and for Cumberland County at Carlisle. Pennsylvania, in Deed Book "N", Volume
21. Page 399. granted and conveyed to Jay E. Stringfellow and Evelyn R. Stringfellow. husband
and wife. The said Jay E. Stringfellow having died on September 15, 1988. ritle to the same
remained vested by operation of law solely in his surviving spouse, Evelyn R. Stringfellow,
widow, who is the Grantor herein.
TOTAL /Also enter on line 1 Recaoltulation $
(If more space is needed, Insert additional sheets of the same size)
110 300
~CD~:~T . :~!~:.~LER
H[COr;~.-~:. ,)F Dt::EDS
GUMBERLMlJ COUNTY - PA
THIS INDENT,VlWr 2 Al'l 9 51
MADE THE
? 'GJ-L..
'-. day of September, in the year of our Lord two thousand one (2001).
BETWEEN TAMRA SWEGER, KIMBERLY MAYBERRY and YVONNE RICHTER,
Executrices of the Last Will and Testament of EVELYN R. STRINGFELLOW, late of the
Township of Upper Frankford, Cumberland County, Pennsylvania, Deceased, parties of the first
pmt,
Grantors;
AND
MICK A. HUTCHINSON and TINA L. HUTCHINSON, husband and wife, of the Borough of
Newville, Pennsylvania, parties of tlle second paIt,
Gr;:mtees;
WHEREAS Evelyn R. Stringfellow died on May 23, 2001 seized in fee of the hereinafter
described real estate, and by her Last Will and Testament dated November 22, 1988, since her death
duly proved and remaining of record in the Office of the Register of Wills in and for Cumberland
County at Carlisle, Pennsylvania and filed to Estate No. 200 1-533, provided in said Last Will and
Testament inter aUa, as follows:
.. 3. 1 hereby nominate, constitute alld appoint my said three
daughters, Yvonne Richter, Tamra Sweger alld Kimberly
Mayberry, or any of them, as Co~Executrices of tlzis my Last Will
and Testament and Ifurther direct that none of tltem shall be
required to post any bond to secure the faithful peifomlOnce of her
duties ilt the Convnonwealth oj Pennsylvania or in any other
jurisdiction. "
WHEREAS, Letters Testamentary in the Estate of Evelyn R. Stringfellow, Deceased, were
issued by the Cumberland County Register of Wills to Tamra Sweger, Kimberly Mayberry and
Yvonne Richter, on June 5, 2001, without the requirement that any bond be posted by any of them,
which Letters Testamentary remain in full force and effect,
WHEREAS ~335l of the Probate Estate and Fiduciary Code (20 Pa. C.S.A. 3351) give
personal representatives the power to sell at public or private sale any property not specifically
devised and.
WHEREAS the hereinafter described real properly was not specifically devised.
NOW THIS INDENTURE WITNESSETH, rhar the said GRANTORS for and in consideration
of the stirn of One Hundred Ten Thousand Three Hundred ($110,300.00) Dollars lawful
money of the United Stcltes, to them in hand paid by the said GRANTEES at and before the
sealing and deliver hereof. the receipt whereoJis hereby acknowledged, have granted, bargained,
sold, aliened, released and confimzed. and by these presents. do grant, bargain sell, alien, release
and confirm wUo the said GRANTEES, their heirs and assigns as tenants by the entirety.
ALL THAT CERTAIN tract ofIand situate in Upper Frankford Township, Cumberland
County. Pennsylvania, bounded. and de~cribed in accordance with survey made by Thomas Alvin
Neff, Registered Surveyor. on July 26, 1972, a draft of said survey being attached hereto and
incorporated herein by reference, as follows:
BEGINNING at a point in the centerline of Pennsylvania Route A-5749, which point at the
place of BEGINNING is 28.78 feet Sonth of the southeast corner of land now or fonnerly of Roy
A. Finkenbinder; thence along the centerline of said Pennsylvania Route A-5749, South 02 degrees
57 minutes West, a distance of275 feet to a spike; thence North 87 degree.s 03 minutes West, a
distance of 224.44 feet to an iron pin in line of land of Robert F. Hair, Jr.: thence along said line of
land of Robert F. Hair, Jr., North 09 degrees 34 minutes East, a distance of 91.05 feet to an jron
pin; thence still along said line of land of Robert F. Hair, lr" North 28 degrees 00 minutes 50
seconds East, a distance of 203.75 feet to an iron pin; thence still along said line of land of Robert
F. Hair, Jr., South 87 degrees 30 minutes East, a distance of 127.63 feet to a spike in the centerline
of Pennsylvania Route A-5749, the Place ofBEGINNlNG.
CONTAINING 1.179 acres, improved with a ranch-type dwelling house with mailing
address of 342 Bloserville Road, Cariisle, Pennsyivania.
BEING the same premises which Kenneth C. Smith and Sarah M. Smith, husband and
wife, by deed dated September 1, 1988 recorded September \, \988 in the Office of the Recorder of
Deeds in and for Cumberland County at Carlisle, Pennsylvania in Deed Book "N," Volume 33,
Page 1057 granted and conveyed to Jay E. Stringfellow and Evelyn R. Stringfellow, husband and
wife. .
THE SAID Jay E. Stringfellow having died on S,J /5i1''i1itle to the same remain vested
by operation of law solely in his surviving spouse, Evelyn'R. Stringfellow, whose Executrices are
the Grantors herein.
WITNESS the due execution hereof the day, month and yearfirst above written.
ESTATE OF EVELYN R. STRINGFELLOW
o
"'-.
,
"
(SEAL)
WITNESS:
",
/ (SEAL)
(SEAL)
Commonwealth of Pennsylvania
} ss.
County of Cumberland
On this, the 2 ",II-- day of 5-e/1-e- L~OOi, before me, the undersigned officer,
personally appeared TAMRA SWEGER, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the pUJposes therein contained.
"IAL SEALR'( PUl\UC \
ROSERT O. fREY. NO~~ COUNTY, fA
CARLISLE, CUM8EXa:,~RES JUNE 3. 2002
1I.W COMMISSION - .
Commomvealth of Pennsylvania
} ss.
COUflty of Cumberland
011 this, the 2 _,.-r-- day of ~) ,> ~'t v-~ U;' 200i, before me, the ulldersigned officer.
persollally appeared KiMBERLY MAYBERRY, "'IOWIl to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
: "'-"~-iiOi'AklAi.siu\1.
. 110P,~itTG. FnEY, r~OT^nYPUllUC
!_ .~-~,ILtSLE, CUMDEnt.ANO COUNTY PA
I.::':" nOMMlS$10N EXPRlRES JUNE 3:2001.
\~cr-\1~/k~ ,/'
V " (';'
~.'
Commonwealth of Pennsylvania
} 5S.
County of Cumberland
On this, the 2 ~rL dayal -S'( P\~-"",-,,\,,"V:WOl, before me, the undersigned officer,
personally appeared YVONNE RICHTER, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~,j~...
[ NOlARlAl5UL ~.
ROBER! Q. FREY. NOTARVPUBlIC ;
CARUSlE, CUMBEflLAND COUNTY, PA
.M.Y rXlMM\SSIOH EXPfllRES JUNE 3, 2C02
] do hereby certify that the precise residence and complete post office address of the within
named grantees is 342 Bloserville Road, Carlisle, Pa 17013.
~--d. ~
AttomeyforGrantees (\""
'-'
s. (t.~\"v
""l'l<-
I
2001
- .
I ) 1. FHA Selllemenl Slal~ A'll. U. S. Deoartmenl of Housln and Urban Davalo mElnt Form US I ...oJ - 1 Pa eNa. 1
I ) 2. FmHA 6. Fila Number 7. Loan Number .. Mortgage \1'\$W'ance
I ) 3. Cony. Unins. CasaNumbaf
I ) 4. VA
5. Con". Ins.
C. ThIs form I$lumlstl6d \0 gl\l& you 8 stalemant of actual selllemenl costs. Amounts pald 10 and by the setllement agent 81"8 E.hovIn. llema marKed -(p.D.c.t were paId outside 01
the c1osino; they are st\OWI'l h9l& lcr InlormaUonal purposes and are nol Included In the lolals.
D. Name end Address of Borrower. E. Name and Address oj Saller:
Hick A~ Hutchinson Estate of Evelyn R. Stringfellow, by: Yvonne Richter
Tina Hutchinson '1'amra Sweger, and KUlberlY Mayberry
342 Bloserville Road 5 South Hanover Stxeet
Carlisle. PennSYlvania 17013 Carlisle, I?ennsylvania 17013
TIN 25-6755907
F Name and AddI'ess m Lander G. propertvLoCllllon
Waypoint Ba.nk 342 Bloserville Road
101 South George Street Carlisle. pennsylvania 17013
York. PA 1.7401 Upper Frankford ~ownship, Cumberland County
H. Seller's SatUem6C\\ Agent: Frey & ~iley Law Office r. SalllementDate: Place 01 Salllernenl:
5 South Hanover St. September 28. 2001 5 South Hanover Street
TIN 25-1730538 carlisle, PA 17013 Carlisle, PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION
K. SUMMARY OF SELLER'S TRANSACTION
100 Gross
101 Col1trac.tsalespflce
102 Personalpropelty
103 SaUlernent chargeslr<lffi {"ne 1400)
104
105
Adjustments for Items paid by saliM In atlvance:
106 Cllyltown taxes 9128/01 to 12/31101
107 CounlytaK8s
108 Assessments
109
110 School laKOS 912810t
110,300.00 401 ContractSalospnce.
402 PersOllaJ property
6,100.24 403
'04
'OS
110,300.00
t06l3OJ02
Adjustments for Hems paid by seder lrt advance:
66.30 406 Cllyllowtaxes9l28101 \012/31101
407COlJntytalCell
408 Assessmenl5
41"
842.77 410 SchOOl U!xes 912B101
66.30
\06130102
842.77
111
112
120 Gross Amount DUll Fram Borro_r
.
117,309.31 420 Gross Amount Due 10 Seller
411
412
111,209.07
200 Amounts Paid By Or 111. '~imalf()f
201 Oeposll or earnest money
202 Prlncipel amount 01 new loan(s}".
203 Exislingloan(s) laken sublectto
20'
205
20S
-------------
---------- -
--------------
------- -----
3,309.00
501 EKcass deposit (sae inslrucUons)
502 Selllement charges 10 seller (lIne 1400}
503 Ex/sUng loan{s) taken sub/eel to
504 Payoff of first mortgage loan
505 payotl 01 second mortgage Joan
'08
507 Seller credit to Suyer C1.oaing Costs
so.
'09
1,000.00
1,103.00
1,000.00
113,600.00
207 S",lle~ credit to Bu.y.r C1.od.~ Coetoe
3,309.00
20'
209
Adjustments for items upaid by seller
210 City/lown taKes 1/1101
211 County laKes
212 Assessments
213
214 Schoollaxes 7/1101
215
21.
217
21.
219
220 Tolal Paid By/For Borrower
to9l2aJ01
Adjustments for itmns upaici by SSllsr
510 Clty/lown taxes 1/1101
511 Countytaxss
512 Assessments
513
514 SchoOl taK8S 7/1f01
51'
51.
517
51.
519
117,909.00 S20 Total Aeducllons IQAmt Due Seller
to9f2Bro1
\0-a.1'28/01
toQt2Bro1
5,4.12.00
------------
--- -------
-------------
--- ----
300 Cash
301 Gross amount due from borrower (Una 120)
302 Less amounts paid by/for borrower (Irom line 220)
303 Cash ( J From (X) To Borrower
117,309.31
(117,909.00)
(599.69)
601 Gross amounllO S8J1er lrom jllne 420)
602 Less reducllons In amount due seller (from line 520):
603 Cash ( ) From (X) To Seller
111,209.07
{5,612.00)
105,797.07
--------
----- -------
-------------
--- -------
(Mortgage Ami: 113,600.00) Total charges, lines S01 Ihrough S'
801 loan Origination Faa . Q 0 0 % to
B02 loan Discount 2.375 % to Waypoint Bank
803 AppralsalFee 10
B04 Cradit Report to
805 Lender's Inspection Fee 10
BOO Mortgage Insurance Application Fee to
807 Assumption Fee 10
B08 Tax Service Contract to Waypoint Bank 75.00
BOO Flood certification fee to Waypolnt Bank 16.00
B10 OVernight delivery fees to Waypoint Bank 16.00
B11 underwriting fee to Waypo!nt Sank 225.00
m ilem~ile~i1It;;a..flYLencleFf~i!Jeiff~jI'lfi'~ij~~~i1Il~~~~.7ii1!11!~~!~~ ..~~.
901 InlereslFrom 28-sep-01 10 30-Sep-Ol @ 20.91000 .. p&tday", 62.73
902 Mortgage Insurance Premium far months la
903 Hazard InsurancEl Premium for 1 years 10
904 years to
~ Application fee to WAypoint Bank
;'()O{).":Res~rv'e's~'pW~sl~~~:Wijh.)It:~h~'~r'iFN+rj~l@):tY:~W:~~r~~t~~f~~r~~1oo!f~r:::~~~%{:~t~~~?W
1001 Hazard fnsurance 3 mos. @ $23.58 psr month
1002 Mortgage insurance mos. 0 per month
1003 Cft)' property laxes B mos. @ $21. 45 per month
1004 County property taxes mos. 0 per month
1005 Annual assessments mos. @ per month
1006 mos. 01 per month
1007 Scttooltal(8S 3 mos. 01 $93.22 per month
,
HUO-1
L. SETTLEMENT CHARGES
700
Total,Sa'8slBroker.'!J:qOJ'!1rn~'ba~ecl'O~':t:Jrrcfir;!fM{(::>
Division of Commission (IIns 700) 65 follows:
'0
10
'\,;c'i
110,JOO.OQ
. .
NfA
0.00
701
702
703
704
705
Commission paid at Seltlemenl
3,030.00
1101 Settlement or closing fee
1102 Abstracf or liUe $&arch
1103 Tille examination
1104 Tills insurance binder
1105 Document preparation
1106 No/aT)' lees
1107 Allorney'; fees
(iooudes above lIems numbers:
1108 Tille Insurance
(includes above items numbers:
10
10
10
10
10
10
10
Waypoint Bank
10
:&'rey &: Tiley, Attorneys at Law
to
$ 113,600
$ 110,300
Commonwealth Land Title Insurance
Co.
Endorsements:
1109 Lender's Coverage
1110 Owners Coverage
1111 Closing Service Letter
1112
1113 Overnight delivery fees
1100 Goverhmen't'Recordlrt!rand'Tfa'n~f~F'Cljarg~r:Z~l(kD::di~tJf:t~5~mii1f~~~'~~1f~!I~NI~1Ffg;,:'
1201 Recording fees: Deed $25.50 Mortgage: $ 61. 50 Releases
1202 City/county/stamps: Deed $1,103.00 Mortgage: $
1203 Slaletaxlslamps: Deed $1,103.00 Mortgage: $
1204 Recording fees: Assignment of Mortgage
1205
1301 Survey 10
1302 Pest inspection 10
1303 Current Taxes due from Borrower/Seller
1304
1305
1306
1307
1400 Toti,,1
PaId From
Borrower's
Funds at
Settlement
0.00
2,698.00
P.O.C.
70.74
171.60
279.66
290.00
1,098.75
87.00
1,103.00
14.00
6,100.24
page No.2
Paid From
SeUer's
Fundsst
Settlement
700
701
702
703
704
'01
802
S03
SO,
S05
806
S07
soa
"'"
810
all
~'7,'"
9IlO
901
902
903
904
905
J:".'
1000
1001
1002
1003
1004
1005
1006
1007
looa
1100
1101
1102
1103
1104
1105
1106
1107
1108
n/a
1109
1110
1111
1112
1113
1200
1201
1202
11103.00 1203
1204
1205
1300
1301
1302
1303
130'
1305
1306
1307
1,103.00 1400
"
IHUD-1
CERTIFICATION
[ direct and authorize Frey & Tiley to make distributions indicated for my account on the attached HUD.l Settlement Statement, approving the tax. prorations
indicated therein, and understand Ihat prorations were based on figures for the preceding year, or estimates for the current year, and in the event of any change
for the current yem, all necessary adjustments must be made between Seller and Borrower direct; likewise any DEFICIT in delinquent taxes will be reimbursed to
Frey & Tiley by SeUef.
I have carefully reviewed the HUD-) SeUlemen[ 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 aceDU or by me in this transaction. I further certify that I have received a copy of the HUD-l Settlement Statement.
Ie A. Hu hinson '
\'I~(!:J0,,].Jtfrhu1 ba,~
~ina H chmso
tate 0 vely . trin~fellow, by: Yvonne Richter, ~
---e ~ /1~
1t')J11 It" F . U.
Tamra ~~er, a~KimberlY yberry ~
To the best of my knowledge, the HUD-I Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have
been or will be disbursed by the undersigned as part of the settlement of thi.s transaction.
~\\-
'('t-J'\~1 -:J-
September 28. 2001
Date
Frey
Tiley, Settlement A~ent
WARNING: It is a crime 10 knowingly make false statements to the Uniled States on this or any other similar fonn. Penalties upon conviction can include fine and
imprisonment. Fordetjils see: Title l8 U.S. Code Section lOOt and Section 1010.
INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS
THIS HUD SETTLEMENT STATEMENT CONTAINS IMPORT ANT TAX INFORMA nON (BOXES E, G, H. I, M AND LiNE 401) AND IS BEING FURNISHED TO
THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FILE A RETURN. A NEGLIGENCE PENALTY OR OTHER SANCTION WILL BE IMPOSED
ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED,
FREY & TILEY PRIVACY POLICY
As attorneys. we have a duty of confidentiality to our clients. As a part of representing our clients in a reaJ estate transaction. we collect information concerning the
Buyers and Sellers. This information can include names. addresses, telephone numbers, social security numbers. account balances and account numbers with
finundal institutions, credit reports, appraisals. contracts, and details concerning the real estate transaction and financing for the transaction. Some or all of this
information may be nonpublic personal information. We also obtain information from public records.
We restrict access to nonpubIic personal information to those employees who need the information to provide necessary services in conneclion with the transaction.
We also share this information to the extent necessary to complete the transaction with others involved in the transaction. These persons may include lenders, real
estate agents. and inspectors. We may also share this infonnation with govemment agencies as required by law, We do not share this infonnation with marketers
or pel'sons not connected with the transaction,
TAX PRO.RATION ADDENDUM
ASSESSMENT:
SCHOOL REAL ESTATE TAX
l{Om Juty 1. 2001 \0 June 30, 2002
School Real Estale Tax- Face
;i~,:~~~!\~~~,~~~Tax- re~ q=~YA"';0d
,..,......"..'i.L.~!..:m..mtrr~!l\!im...!h!l\!\Yn!.<B.
COUNTY & MUNICIPAL TAX
from January 1, 2001 \0 December31 , 2001
Co. & Munlc. Reel Estate Tax- Facti
Oal.9G1Pro-Rat10ll:
September 28, 2001
ParcetNo,:
See SeUternenl Stwlt
L.lnes
106 a 406, 110 a 410,
210 a. 510, 214 6; 514,
and 1303 ~or
Results of this Addendum.
Schoo) taxes P.Q.C. or charged to Seller: 0\,"
School taxes P.Q.C. or charged to Borrower
Co. & Munic. P.D.C. or charged to Seller:
Co. & Munic. P.D.C. or charged to Borrower
AT
REV-150a EX... (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelyn R. Stringfellow
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0533
hwlllll!l\h8 proce$Cle 01 mlgallon and the dat6 the proceeds were received by the "lal&. AlL PROPERTY JOINT!. Y-oWNED WITH THE RIGHT OF SURViVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
DESCRIPTION
M& T Bank, Checkin9 AccI #2676020650
M&T Bank, Savings Acct #15004200930813
Miscellaneous Househoid Goods
Automobile, 1984 Chevrolet Sedan
Refund, The Patriot News
Refund, Capital Blue Cross
PA Dept. of Revenue, 2000 Property Tax/Rent Rebate
Refund, The Hartford
Refund, U.S. Treasury Tax Relief
VALUE AT DATE
OF DEATH
7.464
7,655
800
600
46
106
137
228
95
TOTAL (Also enler on line 5 RecaDitulation $
(If more space is needed, Insert additional sheets of the same size)
17,131
WM&rBank
July 30, 2001
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
Eyelyn R. Stringfellow
5/23/2000
To Whom It May Concern:
Identified below is the account information requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$867.37 $5.41
IRA 35004200220719 Evelyn R. Stringfellow 4319
Opened 3/99
IRA 35004200309646 Evelyn R. Stringfellow 4319
Opened 3/99
IRA 35004200349668 Evelyn R. Stringfellow 4319
Opened 3/99
Checkings 2676020650 Evelyn R. Stringfellow 4319
Kimberly A. Mayberry POA
IRA 35004200372338 Evelyn R. Stringfellow 4319
Opened 3/99
Savings 15004200930813 Evelyn R. Stringfellow 4319
Opened 10/88 Kimberly A. Mayberry POA
$9,295.09
$423.93
$58.07
$19.15
$7,464.38
$862.20
$.00 J
$28.27
$7,654.58
$1.42 /
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
BY:
DATE:
;Z -JJtJ -bltlJ,/
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, P.O. Box 701. Buffalo. NY 14240-0701
'AT
REV-1510 EX.f- (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC, NON-PROBATE PROPERTY
Evelyn R. Stringfellow
FILE NUMBER
21-01-0533
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF DECD'S
ITEM 1,.ct.UOETHENAMEOF'TKE:TI>AWS!'El'\EE.'\'HE\I\REV.TlONSHlPTODEceDENTANDytjEDATEOfTRA~FER DATE OF DEATH INTEREST EXCLUSION TAXABLE VALUE
NUMBER ATTACH A CQPYOfTHEOEED FQFl REAL ESTATE VALUE OF ASSET IF*~llC~B\.F\
1. Members 1st, C/D#204592-40 (Opened 4/28/01) 11,922 100.00% 3,000 8,922
2. Member 1st, Savings#204592-00(Opened 4/28/01) 29 100,00% 29
3. American General Financial Group, 0
Annuity #FJ220347,(Opened 4/28/01) 10,036 100,00% 3,000 7,036
4. M&T, IRA #35004200220719 (Opened March 1999) 867 100,00% 867
5. M&T, IRA#35004200309646(Opened March 1999) 9,295 100,00% 9,295
6. M&T, IRA #35004200349668(Opened March 1999) 424 100,00% 424
7. M&T, IRA #35004200372338(Opened March 1999) 862 100,00% 862
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 7 Recaoitulation $ 27 435
(If more space is needed, insert additional sheets of the same size)
_~~?-=~42-185;Z_.
CIJ3T CARE CENTER
PAGE 62
88/07(2001 80:20
AMERICAN
II GENERAL
FINANCIAL GROUP
Date: Angust 11, 2001
CHellt Name: Evelyn ll. Stri1lKfellow
Address: 342 BlosserviDe Rd
Carli8le, P A 17013
Contrad Number: FJ220347
Our records renect the followmg mformanon about Ms. Stringfellow, account:
The date ofdeatb value as of May 23, 2001 was S10,036.0!J.
Thank you For Your BUDnelS.
~ddII
Customer Service Professional
American General MAulty lJ'Ullll:'..m::ll!l COJ;Q~n)'
P,O, ~ox 871 . Amarillo, ;X 19105.0871 . 800.424.4990
Amerkan General ;\nnuU:yln.urance Company is. mernbet- of An\ertCAn General FIn&l1.elat Gtoup,.
the marketmc nAme and. urvlu mark owned anel. lIHd by Amerkan Gellflral ClIrporaUon Ulcl ~IS 8w.llidJarJes.
Membersl.f
FEDERAL CREDIT UNION
INSURANCE.DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
I -800-283-2328 or (717) 697-1l61
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
204592 -00
04/28/200 I
$29.08
$.00
$29.08
Yvonne Richter
04/28/200 I
CERTIFICATE OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
204592 -40 9 MO
04/28/200 I
$1\,892.11
$29.89
$11,922.00
Yvonne Richter
04/28/2001
CREDIT UNION
~
Denise A. Ander
Insurance Products Supervisor
June 7,2001
Estate of: EVELYN R. STRINGFELLOW
Date of Death: OS/23/2001
Social Security Number: 191-18-3692
m,~~Bank
RE:
Estate Search
The Estate of:
Date of Death (D.a.D.)
Eyelyn R. Stringfellow
5/23/2000
To Whom It May Concern:
.
Identified below is the account information requested.
1. M&T Bank accounts in wWch the decedent's name appears:
Account Account Number Account Title Opening Branch D.O.D.
Type Balances
... (Includes Accr.
Int.)
IRA 35004200220719 Evelyn R. Stringfellow 4319 $867.37
Opened 3/99
IRA 35004200309646 Evelyn R. Stringfellow 4319 $9,295.09
Opened 3/99
IRA 35004200349668 Evelyn R. Stringfellow 4319 $423.93
Opened 3/99
Checkings 2676020650 Evelyn R. Stringfellow 4319 $7,464.38
Kimberly A. Mayberry POA
IRA 35004200372338 Evelyn R. Stringfellow 4319 $862.20
Opened 3/99
Savings 15004200930813 Evelyn R. Stringfellow 4319 $7,654.58
Opened 10/88 Kimberly A. Mayberry POA
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Account Description
Amount Owed
No Safe Deposit Box titled in the Decedent's name existed at our office.
Accrued Interest
$5.41
$58.07
$19.15
$.00 J
$28.27
$1.42 J
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
BY:
DATE:
J-,gtJ -bltlJ/
Manufacturers and Traders Trust Company. 1100 Wehrle Drive. P.O. Box 7&, Buffalo. NY 14240-07&
AT
RE'V-15118<+(1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21-01-0533
Evelyn R. Stringfellow
Debts of decedent must be r'enorted on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES;
1. Ewing Brothers Funeral Home 6,645
2. Westminster Cemetery 815
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid: 0
2. Attorney Fees 6,670
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 0
4. Probate Fees 252
5. Accountant's Fees 0
6. Tax Return Preparer's Fees 0
7. Filing Fee: First and Final account 107
8. Legal Advertising fee to Cumberland Law Joumal 75
9. Legal Advertising fee to The Sentinel 116
10. Filing Fee: PA Inheritance Tax Return 15
TOTAL fAlso enter on line 9, Recaoitulation $ 14,695
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelyn R. StrinQfellow
Include unreimbursed medical exnenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
AT
REV-1512EX + (1-97) (1\
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0533
DESCRIPTION
Repairs to real estate, Terry or Dale Barrick
Supplies for repairs to real estate, Ronald Mayberry
Adams, electric service
Refund, Ahold USA Inc., Pension Check
Sprint, telephone service
Tamra Sweger, Miscellaneous (Trash Hauling-Charles Smith)
Real Estate Closing Cost
Real Estate Recording Fee/State Tax/Stamps
Donegai Companies, insurance
Shirley Armold, Tax Collector, County and School Taxes (2001-2001)
Diversified Appraisal Service, appraisal of real estate
AMOUNT
173
79
422
86
4
80
3,309
1,103
357
210
225
TOTAL 'Also enter on line 10 RecaDitulationl $
(If more space is needed, insert additional sheets of the same size)
6048
211
REV-1513 EX +(9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelvn R. Strinafellow
NUMBER
I.
NAME AND ADDRESS OF PERSON/SI RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a)(1.2)]
FILE NUMBER
21-01Q;33
RELATIONSHIP TO DECEDENT
Do Not List Trustee/51
AMOUNT OR SHARE
OF ESTATE
1/3
1/3
1/3
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. Yvonne Richter
31 Autumn Drive
Dillsburg PA 17019
Daughter
2. Tamra Sweger
738 Bloserville Road
Newville PA 17241
Daughter
3. Kimberty Mayberry
3580 Ritner Highway
Newville PA 17241
Daughter
1.
8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15<lO COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
o
LAST WILL AND TESTAMENT
OF
EVELYN R. STRINGFELLOW
I, EVELYN R. STRINGFELLOW, widow, of Upper
Township (mailing address: R. D. #9, Box 301-A,
Pennsylvania 17013), Cumberland County, Pennsylvania,
sound and disposing mind, memory and understanding,
make, publish and declare this as and for my Last
Testament, hereby revoking and making void any and
by me at anytime heretofore made.
Frankford
Carlisle,
being of
do hereby
Will and
all Wills
1. I direct my hereinafter named personal
representatives to pay all of my jy.st debts and funeral expenses
as soon after my death as may be found convenient to do so. I
direct that my funeral services be conducted by Ewing Brothers
Funeral Home, 630 South Hanover Street, Carlisle, Pennsylvania,
in a manner substantially similar to the arrangements which I
made for the funeral of my husband, Jay E. Stringfellow, and
that my body be interred beside his on our burial lot located
in Westminster Memorial Gardens in North Middleton Township near
the Borough of Carlisle, Pennsylvania.
2. All of the rest, residue and remainder of my estate,
real, personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath in equal shares to such of my three
daughters, Yvonne Richter, Tamra Sweger and Kimberly Mayberry,
their heirs and assigns, as shall survive me by a period of ninety
(90) days, but should any of them fail to so survive me, then
the share such deceased daughter of mine would have received
shall pass to such of her issue as shall survive me by a period
of ninety (90) days, per stirpes. If there be no such issue,
the same shall lapse and be added to the shares of my other
daughters.
3. I hereby nominate, constitute and appoint my said
three daughters, Yvonne Richter, Tamra Sweger and Kimberly
Mayberry, or any of them, as Co-Executrices of this my Last Will
and Testament, and I further direct that none of them shall be
required to post any bond to secure the faithful performance
of her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this my Last Will and Testament, written on one (I) page,
this 22nd day of November 1988.
~e -(SEAL)
trin
i
Signed, sealed, published and declared by Evelyn R.
Stringfellow, the Testatrix above-named, as and for her Last
will and Testament, in our presence, who, in her presence, at
her request and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
jp <-C
r~ J" 1,<,
i^~n I~
Page I of 1 page
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Bruce Robinson Hurst
Date of Death: May 6, 2006
Estate Number:
2001-0553
21-01-0553
To the Register:
I certify that notice of (beneficial interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on June 12,2006:
Anne K. Hurst
Guy C. Hurst
43 West Oakwood Drive, Carlisle, PA 17013
603 North West Street, Carlisle, PA 17013
Notice has now been given to all persons entitled except: None
Date:
('-e ' / -'--I . t::'(-f1
Lindsay D. Baird
Name
37 South Hanover Street
Carlisle. PA 17013
Address
::?
.,
(717) 243-5732
Telephone
Personal Representative
lL Counsel for above
----,