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Home My WebLink About01-0850 Will PETITION FOR PROBATE and GRANT OF LETTERS Esta te 0 f JEANNE STERRE'IT DUNFEE, also known as JEANNE S. DUNFEE State No: No. ~1-OI-8'S() , Deceased. To: MARY C. LEWIS Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 207-09-1928 The petition of the undersigned respectfully represents that: Your petitioner HJ is/a,xK 18 years of age or older and the execut rix named in the last will of the above decedent, dated October 13, 19~and codicil (5) dated N/A (state relevant circumstances. e.g. renunciation. death of executor. etc.) Decedent was domiciled at death in a.ntErlarrlCounty, Pennsylvania, with h er last family or principal residence at 28 Chestnut Street, Shiremanstown, Lower Allen Township, Cumberland County, Pennsylvania 17011. (list stteet. number and mUDlcipality) Decedent, then 86 years of age, died August 31, 2001 1BL-, at 28 Chestnut Street, Shiremanstown, Lower Allen Township . Cumberland County. Penna. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: . None. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 10,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ Undetermined situated as follows: 28 Chestnut Street, Shiremanstown, Lower Allen Township, Cumberland County, Penna. WHEREFORE, petitioner ~) respectfully request (s) the probate of the last will and codicil (s) presented herewith and the grant of letters 3 9L~~~~ g G. Phyllis Stoner u 'tS "'" ofl ~ 124 Clark Street ~~ -g .g Lemoyne, PAl 7043 ~.~ ~~ u'- ~o ':U c:: o~ ~ TESTAMENTARY thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) PROBATE DATE: SEPTEMBER 17, 2001 / '1- 7 - "7 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} SS COUNTY 0 F aJMBERLAND The petitioner ~) above-named swear (s) or affirm (8) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner (8) and that as personal representative (8) of the above decedent petitioner (5) will well and truly administer the ~state according to law. Sworn to or affirmed and subscribed before me this I ~ day of ~b.LLJ ~ 2001 Yn~(!- ~'1~ }(UA.,a..tL.~ (J I Deputy Register. 9l,~~~ G. Phyllis \sk,ner CA dq' ::s Q) 2 ... (t ~ JEANNE STERRE'IT DUNFEE, a/k/a Estate of JEANNE S. DUNFEE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, SEPTEMBER 17 ID9..2OOl.., in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument (s), dated October 13, 1987 described therein be admitted to probate and filed of record as the last will of Jeanne Sterrett Dunfee, a/k/a Jeanne S. Dunfee, and Letters TESTAMENTARY are hereby granted to G. PHYLLIS STONER FEES Probate. Letters. Etc. . . . . . . . . . . . . . . . . $ 40.00 ~. EXTRA .EAGER.......... $ 6.00 Short Certificates (6 )............. $ 18.00 Death Certificate. . . . . . . . . . . . . . . . . " $ ~e.Ji(pJ~ ~ t?t:l,.~ iJ".-u.JZL. , , ~' ~lLLWill8 . MiChael H. Srn~ ~ ~, I.D. #19212 ATIORNEY (Sup. Ct. LD. No.) 201 South Railroad Street, Palmyra, PA 17078 ADDRESS ~.. .JC.P. .FEE.......... $ 5.00 .................... $ 717/838-1385 TUfAL .. .. . . . . .. $ 69.00 PHONE CALLED ATTORNEY SEPTEMBER 17, 2001 ~_T."'';r.',^; ~~'T This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7621569 No. ~Ar/;h( ~ Local Registrar SEP 0 3 ZOOt Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE-OF DEATH (Coroner) 144 Rev. 1191 UNDER 1 OM Houra MInuleI 8lRTHPLACE (CIy InlI Slate 01 Foreign Counlry) Enola,PA STREFlLE~ SEX SOCIAL SECURITY NUMBER 2. Female ,207.0,;09-1928 ~ Of' DERH ICIllICk only one - _ inIlluclionlI on oIher sIdel HOSPITAl: OTHER: InpeIIInt 0 DOA 0 ='" 0 DArE OF DEATH (Month. Day. Year) 4. August 3l 20Qt s DECEDENT'S USUAL ~..:=:~~~~ . '1 egal staff cial DECEDENT'8 MAIUNO ADOAESS (SIre8l. Cllyfbm. Slate. Zip Code) DeCEDENT'S ACTUAL RE8IOE~ (See inIIrucliona on olher Iide) cbmberlam 1.,.. .......c.u. (FftII c-.. 01 condiIion ~rednglndellh)- ;;~..--- :i!:::..:e:== ;:'==:injwy q.-.noiOdeIIh)lAST " - .~ ==~ ~~~N08 -.-. COMPlETION OF CAUSE - Of'DEArH? Probable M ocardial Infarction DUE TO (OR AS A CONSEQUENCe OF): DUE TO (OR ASA CONSEQUENCE OF): DUE TO (OR AS A CONSEOUENCE OF): MANNER OF DEATH ORE OF INJURY (Month, Day, 'lIlar) ~ o o ~O DId decedenI live In. lOWnIhIp? MAAlTAlSTRUS. Married New. Married, WIdowed. DIvorced (Specilyj .ever married 17..0 'No, docadonllved J.A;Mer Allen lWp. SURVIVING SPOUSE (If wile. give IIllIiden nama) /bolo. ORE SIGNED (Month. Day, 'lW) Ue. NoD TIME OF INJURY INJUAY R WORK? DESCRIBE HOW INJURY OCCURRED. PondIng~ Could not be dolOfllllnod N8lUtaI Acddont Homlcldo ..!!!!! 'M 0 NoJrJ 'NoD NoD SuIcIdo 28. iI ~ =- II ... Ia. c:EIm'B \Chock only one) 'C&ITFYINQ PHYSICIAN (Phy8icIM corIiIytng _ 01 do81h when aooIhor phyIicion hila prOllOUllCl8d delIlh and compIel8d .am 23) To.......oflllY........... cIoethocc.....cht...to...CIIUOO(.)IUld__-.ct..................................................... '1"RONOI1NCtNCI AND ~ I'HYStCIAN (PhY*iWI bofl pronouncing dlICdIl andC<<tilylng 10_01 daIIh) To....... of lIlY........... dcdl 0llCUINd................ ....... end ciullO l1li"') IIld _ _ ........ . . . . . . . . . . . . . . . . . . . . . . . . 'IIEDICAL EXAIIINERICORON On........of............ Mdfor ...~..1It IllY ot)Inlon...... ~ IlIJIe U-. daIe,and pl8l:e, and due to IJIe c.uM(a) and --........... ... .......... ... ........ ... .... .... .. ... ....... . .. .. ..... ... .. .. .... ... .. . ....... . ..... . .. " .. :11.. REG 8SK)~~ ba /t:>Il/r I ..... 0 NoD SIGNRURE o 11b. Coroner LICENSE NUMBER D~. ~. Sept 2, 2001 NAME ANO ADDRESS OF PERSON WHOOOMPlETED CAUSE OF DERH (lIem27)TypeorPrint Michael L. Norris, Coroner if 6375 Basehore Road, Suite 11 u. Mechanicsburg, Pa. 17050 ORE RLEC (MonIh, Day. 'INr) M. .>/.. &0.1 21-01-850 OATH OF NON-SUBSCRIBING WITNESS CUMBERLAND COUNTY, ss. On the 14- ~ay of S~~f. 1 A.D. 2001 Before me, Marye. Lewis, Register of wills, in and for said County, personally came Jean B. Stoner, being duly qualified according to law deposes and says that she is familiar with the signature of Jeanne Sterrett Dunfee, Testatrix of the foregoing will and that she believes the signature on the will is the handwriting of Jeanne Sterrett Dunfee, decedent to the best of her knowledge and belief. Sworn and subscribed tK before me, this 11/ day ~~ J3. >>~JA ./ - Jean B. Stoner of~~ A.D. 2001 ~ 21-01-850 OATH OF NON-SUBSCRIBING WITNESS CUMBERLAND COUNTY, ss. On the /.lf~ttay of ~fLff- , A.D. 2001 Before me, Mary C. Lewis, Register of Wills, in and for said County, personally came John D. Stoner, being duly qualified according to law deposes and says that he is familiar with the signature of Jeanne Sterrett Dunfee, Testatrix of the foregoing will and that he believes the signature on the Will is the handwriting of Jeanne Sterrett Dunfee, decedent to the best of his knowledge and belief. Sworn and subscribed John D. Stoner before me, this /~~ day of~lJ.W, A.D. 2001 1l.P 'J.: (?,~p,Ut4IM .~4 .~~ Register i, 3 Cl is j JJ ! ~ ,. a c;1' 21-01-850 1EClSt lIill Club W~StClut~ut OF JEANNE STERRETT DUNFEE I, JEANNE STERRETT DUNFEE, of Lower Allen Township, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, together with any insurance policies thereon unto my friend, G. PHYLLIS STONER, of 5706 Crickett Lane, Harrisburg, Pennsylvania. SECOND: Should G. Phyllis Stoner, predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, together with any insurance policies thereon, unto JOHN D. STONER, of 705 15th Street, New Cumberland, Pennsylvania. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at pUblic or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to abandon any property which is of little or no value. j ~ c~ t 3 (~ p J ~ (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (1) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FIFTH: All interests hereunder, whether principal or income, which undistributed and in the possession of the fiduci- aries acting hereunder, even though vested or distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, convey- 2 ance or anticipation. SIXTH: I nominate and appoint G. PHYLLIS STONER, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said G. Phyllis Stoner, I nominate and appoint JOHN D. STONER, Executor of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this I ~.o.v day of D ~'rt.....I 1987. ,,\ OS(\)~ S ~ 'l1 ~ \.U \ Sterrett Dunfee (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address /.) 12 /a~ iJ ((j@ _ I ~ f). ,a,MA~ , Address 3 ~ ./" CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Jeanne Sterrett Dunfee, a/k/a Jeanne S. Dunfee Date of Death: August 31, 2001 Will No. 2001-00850 Admin. No. 2001-00850 To the Register: I certify that notice of beneficial interest 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 October 2, 2001 Name Address G. Phyllis Stoner 124 Clark Street Lemoyne, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none. Uw;~- , .,,, Signature / Da te : October 2, 2001 Name: Michael H. Small, Esquire Address: 201/203 S. Railroad St. Palmyra, PA 17078 Tele.: (717) 838-1385 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SMALL MICHAEL H ESQ POBOX 113 201/203 SOUTH RAILROAD STREET PALMYRA, PA 17078 -------- fold ESTATE INFORMATION: SSN: 207-09-1928 FILE NUMBER: 2101-0850 DECEDENT NAME: DUNFEE JEANNE STERRETT DA TE OF PAYMENT: 03/04/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/31/2001 NO. CD 000914 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,759.28 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MICHAEL H SMALL CHECK# 11420 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $2,759.28 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURf"AtJ OF INDIVIDUAL TAXES 4 DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SMALL MICHAEL H ESQ POBOX 113 201/203 SOUTH RAILROAD STREET PALMYRA, PA 17078 -------- fold ESTATE INFORMATION: SSN: 207-09-1928 FILE NUMBER: 21-2001- 0850 DECEDENT NAME: DUNFEE JEANNE STERRETT DA TE OF PAYMENT: 11/27/2001 POSTMARK DATE: 11/26/2001 COUNTY: CUMBERLAND DATE OF DEATH: 08/31/2001 NO. CD 000568 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $25,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MICHAEL H SMALL ESQUIRE CHECK#0346724010 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $25,000.00 MARY C. LEWIS REGISTER OF WILLS THIS RECEIPT REPLACES RECEIPT CD 562 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREhW OF INDIVIDUAL TAXES ../ DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: REV-1162 EX(11-96) NO. CD 000562 SMALL MICHAEL H ESQ POBOX 113 201/203 SOUTH RAILROAD STREET PALMYRA, PA 17078 ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: 207-09-1928 SSN: FILE NUMBER: 21-2001- 0850 DUNFEE JEANNE STERRETT 11/27/2001 11/26/2001 DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: TOTAL AMOUNT PAID: REMARKS: MICHAEL SEAL INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS THIS RECEIPT IS REPLACED WITH CD 568 AMOUNT $25,000.00 $25,000.00 /7- ?~ 7 \ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG I PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER Cy!? : 1 t90UNTY ACN 04-15-2002 DUNFEE 08-31-2001 21 01-0850 CUMBERLAND 101 MICHAEL H SMALL FARRELL & SMALL PO BOX 113 PALMYRA .02 [\et( 19 ~~.s PAl 7 0 ~"" rl ri~j, * REV-15~7 EX AFP COI-02) JEANNE S Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) 921000.00 .00 .00 .00 91465.39 1071030.80 .00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4-j-Ex--AFP--foi-:021--NOTicE--oF-iNHEifiTAifcE-TAX-APPRAisEiiENT~--Ai:i.-OWANCE-iri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUNFEE JEANNE S FILE NO. 21 01-0850 ACN 101 DATE 04-15-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subiect to Tax I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: 14,667.66 .00 (11) (12) (13) (14) (9) (10) .00 X 00 = .00 X 045= .00 X 12 = 193,828.53 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 208,496.19 14.667 66 193,,828.53 .00 193,,828.53 (19)= .00 .00 .00 29,,074.28 29,,074.28 TAX CREDITS: r'''n~nl 1'{~"'~.Lrl (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11 26-2001 CDOO0568 1,,315.79 25,,000.00 03-04-2002 CDOO0914 .00 2,,759.28 TOTAL TAX CREDIT 29,,075.07 BALANCE OF TAX DUE .79CR INTEREST AND PEN. .00 TOTAL DUE .79CR . IF PAID AFTER DATE INDICATED" SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1" NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~~ STATUS REPORT UNDER RULE 6.12 Name 0 f Decedent: Jeanne Sterrett Dunfee Date of Death: August 31, 2001 Will No. 2001-00850 21-01-0850 Pursuant to Rule Court Rules, I report the the administration of the Admin. No. 6.12 of the Supreme Court Orphans' following with respect to completion of above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account wi th the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes X No Date~.loJ~ , d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' C,ourt and may be attached to this report. ~^J~ s~ ure ,-' ~\ . Michael H. Small, Esquire Name (Please type or print) 201 South Railroad Street, P. O. Box 113 Palmyra, PA 17078-0113 Address ( 71 7) 838-1385 Tel. No. Capacity: Personal Repr~sentative ~_ __.Counsel for personal representative (MAH:rmt/AM3) REV-1500 EX + (6-00) II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY ~ 1 .l1.. __~_n_.. 'L FILE NUMBER 2 1 -0 1 0 8 5 0 "'COuNTYCOOE ----vEAR- - - NUMeER- - I- Z W C W (J W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DUNFEE, JEANNE STERRETT DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM.DD-Year) SOCIAL SECURITY NUMBER 2 0 7 - 0 9 - 1 928 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER W I- ~:g;1I) U 1lI::~ wg,u J: Ill:: 9 UO-D:I 0- < 08/31/2001 07/28/1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A 00 1. Original Retum o 4. Limited Estate 00 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy oITrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95) o 3. Remainder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED.ALL.CORRESPONDENCEANQ CQNFIDENl',Al.,.T.AX INFORMAtION SHOULD BE DIREC1'EDTO: NAME COMPLETE MAILING ADDRESS SMALL, MICHAEL H. 201 South Railroad Street FIRM NAME (If Applicable) FARRELL AND SMALL TELEPHONE NUMBER 717/838-1385 I- Z W C Z o 0- Il) W Ill:: Ill:: o U P. O. Box 113 Palm ra ~,"- "" .I~-'" P.t\ 17078-0113 z o i= <C ...J :J I- ~ <C (J w 0:.: z o i= <C I- :J Q", :E o (J S 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (1) (2) (3) (4) (5) 9it>60.00 f N' OFFmlALUSEONl.Y " I ~.~ I .r:::.. "(J 9,465.39 ~::,~.~ (6) --" ,r'" "'U 107,030.80 I (7) 208,496.19 (9) (10) (8) 14,667.66 X _(15) X _(16) X .12 (17) 193,828.53 X .15 (18) 29,074.28 (19) 29,074.28 14. Net Value Subjectto Tax (Line 12 minus Line 13) 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) 16. Amount of Line 14 taxable at lineal rate (11) (12) (13) 14,667.66 193,828.53 17. Amount of Line 14 taxable at sibling rate (14) 193,828.53 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Com lete Address: STREET ADDRESS 28 Chestnut Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 29,074.28 25.000.00 1,315.00 Total Credits (A + B + C) (2) 26,315.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to requesta refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 2,759.28 2,759.28 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; ........................................................................... D [Z] b. retain the right to designate who shall use the property transferred or its income; ........................................ D [Z] c. retain a reversionary interest; or ...................................................................................................... D ~ d. receive the promise for life of either payments, benefits or care? ............................................................. D [Z] 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. D [Z] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D [Z] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE 01< PER RESPONSIBLE FOR F ING RETURN .......... ~ . DATE 3/4/02 ADDRESS PA 17043 DATE 3/4/02 ADDRESS PA 17078 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. 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% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. 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. ~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. 21-01-850 1Enst Jlill nttb Wtstnttttttt OF JEANNE STERRE'rl' DUNFEE I, JEANNE STERRETT DUNFEE, of Lower Allen Township, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, together with any insurance policies thereon unto my friend, G. PHYLLIS STONER, of 5706 Crickett Lane, Harrisburg, Pennsylvania. SECOND: Should G. Phyllis Stoner, predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, together with any insurance policies thereon, unto JOHN D. STONER, of 705 15th Street, New Cumberland, Pennsylvania. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the fOllowing powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: ;t 15 j vJ (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give i a c}l' legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. .i! ~I~ 't;~ ".':.,I~ ',; , '"..; ~'" F'~ ~J f,~ I 1-', I" t ,~ t,',. t~; ~)-~ t,. , ~:- (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance pOlicies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent c the plan or the law permits them to do so, and to exercise any 9 j ~ other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with ~ ~ a respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FIFTH: All interests hereunder, whether principal or / income, which undistributed and in the possession of the fiduci- aries acting hereunder, even though vested or distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledqe, assignment, convey- 2 I . ance or anticipation. SIXTH: I nominate and appoint G. PHYLLIS STONER, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said G. Phyllis Stoner, I nominate and appoint JOHN D. STONER, Executor of this, my Last Will and Testament. I " direct that my Executrix or Executor, as the case may be shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this I:\~ day of O~ 1987. '\~ s ~ "tX <):j w-\ <>S.. <~eanne Sterrett Dunfee U (SEAL) Signed, sealed, pUblished and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address --7 ( //p<",,, Il trIM - ( ~ p. A.~A-^ / Address REV-1502EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE ID DENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER DUNFEE JEANNE STERRETT 21 01 0850 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1, DESCRIPTION Real estate situate at and known as 28 Chestnut Street, Camp Hill, Cumberland County, Pennsylvania (See copy of Decedent's Deed and copy of HUD-1 Settlement Statement, each attached hereto) VALUE AT DATE OF DEATH 92,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 92,000.00 . '. .... 2II-AT-W.".nty DweI, Short Form, A' . 1909. HenlY H.II, Inc., Incll8il8, .... ____ J), ..ttb .1:&~:i}:!tfMTIl ~n.VA"'A ~ 1:1 3 OJrH '78 MADE THE /1~ day of ~ . in the year of our Lord OM t1&ou8ana nme hundred seventy-eight (1978) Qtljt, BETWEEN EDWARD G. MURLATT and FERN I. MURLATT, his wife. of Lower Allen Township, Cumberland County, pennsylvania. parties of the first part. herein- after called the Gromtcws , aM JEANNE S. DUNFEE of Lower Allen Township. Cumberland County, Pennsylvania. party of the second part. hereinafter called the Gro.nt6e WITNESSETH, tMtin ~ of the sum of Fol'"ty,?three Thousand and' No/IOO _ _ _ _ - - - - ($~3.000.00)- - - - - - - - - - - - - - - - - - DoUan, in hGM ~ the receipt VJlI.ef'eof is hereby GClmowledged, th.e said ~ s do weby grant GrId Cfm1Jey to tIM 8Gid qrtIAt6e , her heirs and assigns, ALL THAT CERTAIN lot or tract of land situate in Lower Allen Township, Cumberland County. Pennsylvania, more particularly bounded and described as follows according to survey of William E. Whittock, Registered Engineer, datedNovemb,.er'13, 1962. to <w.it: . ;j BEGINNlNG at a point on the South side of Chestnut Street being four hundred fifty-two and fifty one-hundredths (452.50) feet in a westerly direction by same from Locust Street and at the northeast corner of Lot No. 14 in the hereinafter mentioned plan of Lots; thence along the south side of Chestnut Street North seventy-one (71) degrees fifty-one (51) minutes East seventy-five (75) feet to a point; thence along the Western line of Lot No. 16 in the hereinaEter mentioned Plan of Lots South eighteen (18) degrees nine (9) minutes East one hundred nineteen and thirty-two one-hundredths (119.32) feet to a point; thence along the line of land now or formerly of the Lower Allen Development Company South seventy-one (71) degrees nine (9) minutes West seventy-five (75) feet to a point; ,thence along the Eastern line of Lot No. 14 North eighteen (18) degrees nine (9) minutes West one hundred twenty and twenty-four one- hundredths (120.24) feet to a point, the place of BEGINNING. . 'BEING Lot No. 15 in the Plan of Lots of Robert T. Stoner and Charlotte J. Stoner, his wife. made August 31, 1954, revised April 30, 1957, recorded in the Cumberland County Recorder's Office in Plan Book 9. Page 5. HAVING THEREON ERECTED a one story brick and frame dwelling known as 28 Ches'tml't",$ueet. BEING the same premises which Ralph I. Labiosa and Eleanor C. Labiosa. his wife. by deed dated July 24. 1972. and recorded in the Office of the Recorder of Deeds for Cumberland County at Carlisle, Pennsylvania. in Deed Book nTn. Volume 24, Page 826, granted and conveyed unto Edward G. Murlatt and Fern I. Murlatt. his wife, Grantors herein. ~~ ~ 28 I'ACE~16 . .:'... .,-" AND the BGid gmmors h.erebv C01IfmGtIt Mad Ggf'ee that they will wcrrant generally t1t.e propertv hereby COfW81/eG. .? CC','~\i',".c.:'>~\\;rt,l_n-: (.JF l~Li"tr<:.I{~\'.:i'" ~):~~:;~;t~~E;';f Of ~;(~E:f~tl _ _~ ~ l-~. ""s-"" I~~~~~\ 4 t'\ 0 0 0 .- '" 1~'X." '"~ mI9'78~' '!-;;., .. == C\ P.B.IHt.2 = IN WITNESS WHEREOF, .. ~ s 1&GveMmmto lIet the MY cz.7Iti yecz.r fi,rtIt above tDrittew. their Mwls IU&d BealS ....ik. .lraldlll11h ..Uundl ,4..... ~ ~nulJ uf _L;a~ 7i ~~ J: 4tf/z~~------,.~ ~ard G. Murla ~ ~ .,Q I. /77""~U ~:tt::.. _______.~ Fern I. Murlatt -----..-----. ~ ----_.~) IJ~~ School Dist. Cumbo Co.. P.. rownship ~.~.4.~~ Cumbo Co., PlI. >> R..I Estate Trenlfer Ta ;?-f-/ -7? ';?/S: B?- /'iA;~~t.;/ ti~ev" ~"~i' fl' 0;... Col. A9t.RMJ I" Reel Estat, Transfar Tn ;JE 7' -/;"_% q(<S: St- ?d~~"'l/t(/{2~ Coomb. Co. Did. Col. Agt. RA-a..-J SfJcz.te of PENNSYLVANIA } .. County of CUMBERLAND ~ On WI, t1l.e /f" dwg of '~ , 19 78 , before me, a Notary Public in and for said State and County, the undersigned officer, per8MUJ1ly a;pp<<1lred EDWARD G. MURLATT and FERN I. MURLATT, his wife, known to me (or 8ati8factorily proven) to be the per801lS w1wBe 1Iaom6S are sub8cribed to the witkin inBt'l"unnent, and ackfwwledged tka:t the Y e%6C'ILted the same for the purpollU therein contained. IN WITNESS WHEREOF, I ker6Unto Bet my han&d IU&d OfficW,l8ea.l. -fl~~~~....:~-!:).:.,e.:.;,~:.;.., ,---._--.-t!~!~I.:.Y.--E~~!-!9----__-'~ild-~':-d-(:) .:}~~.~: CATHARINE E, BOUSUM. NOTARY PUBtf~"~:~,p."'J'.j;;'~: ..';.;.(:,:r;>:J;:' MfCHMICS6URG BOROUGH !f-:.~Jvt, :.9:,-. '7.:;:':Q',\' " CUMB~RLAND COUNTY';~;.;.ii~,,:,,' . ...;. . 80~ 28 r^GE 217 \.IV COMMISSION f)(rIRF~ FEB. 27. 1982. ,t.-' , ,...:."".....-<1 . j"..1 '-../ State of County of On thv, the fSS' MIll of ,19 , bef01'e me, the undersigned officer, personally appeared known to me (01' satisfactorily proven) to be the person whose name subscribed to the within instrument, and ack~dged that executed same f01' the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and otfi,cial seal. ---------------------------------------------------:-:-::::;;;;:::::.:~-:-----.-:-::. e"",,,... Title of Officer. do hereby certify that tpe 1"!'ecise r~e and ;rmplete P.OfJt pJficnuJ,dres8 I o.f the within named gnmtee is Z 8' ~ ~t: 'J (" a-ye; 'tf.u, r... 170 J A~' I~ 197( " . ~~--- A_ for ~..-.--..m...-.m H ~ ~ ~ ~ '0 &I c: ra ( W ~~ ~ W ~.~ ~ 0 ~ ~ Ii E-t S ~ ) ~.~ 0 "- ..c c.:l ~ CfJ ~ E-t E:jE-t ~ ~~ ~ 0;:) ~::E: IJ COMMON~F PENNSY.. LV ANI 8. , , County of~ - , ---- 0 /'? . RECORDED on this --------Lc----!"4 of _______~~~ A. D. 19Ztn the Ree<wde'1's office of the said County, in Deed Boo~ Vol. _~i________, Page -~.6_ Given under my hand and the seal of the said olfi,ce, the date above written. 80a!Z28 P^GE 218 --~----;:s--!\.'-_\.~--, Rec01'der. ~~t J ~ ~ . ~'--:"J-~ OMB NO 2502-0265 A'oo. ,r A. B. TYI""C: UF lOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1nFHA 2.0 FmHA 3.~CONV. UNINS. 4-DVA 5.0CONV. INS. 16. II. lOANNUMtlt::K: SETTLEMENT STATEMENT HAN27001 17902586 8. MORTGAGE INS CASE NUMBER: C. NOTE: This tonn is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(POC]" were paid outside the closing; they are shown here for infonnational purposes and are not included in the totals. '0 3/98 (Han27001,pfdIHAN27001110) D. NAME ANlJ : -E: ~._~~_.. : F. NAMEANDA lENDER: JANICE T. HANS JEANNE S. DUNFEE ESTATE CHASE MANHATTAN MORTGAGE 28 CHESTNUT STREET 28 CHESTNUT STREET CORPORATION CAMP Hill, PA 17011 CAMP Hill, PA 17011 1800 L1NGlESTOWN ROAD HARRISBURG, PA 17110 G. PROPERTY lOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE: 28 CHESTNUT STREET ANDREW SHEELY, ESQUIRE CAMP Hill, PA 17011 December 14, 2001 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 3414 CHESTNUT ST CAMP Hill, PA 17011 J. "v.."..~" vr '" K. UI- 100. GROSS AMOUNT DU : 400. GROSS AMOUNT Out:. I V ::>t:lLER: 1 U 1. l.;ontract sales pnce I IlZ,OOo:lJ(J 1 4Ul. l.;ontract sales I-'nee i 92,UUU.00 1U:.I. personall-'roperty I 4UZ. I-'ersonal Property ! 103. setuement l.;harges to I:lorrower (Lme 1400) I 4,004.66 1403. i 1U4. I 4U4. l lU:>. i .4U:>. I Adjustments For Items f'aid By Seller In advance AdjUstments For Items f'ald By Seller In advance 106. l.;llylT own 1 axes 12114/Ul to Ul/Ul/U2 ~ 4UO. l.;lty/l own faxes lZ'14/Ul to U1IU1/U2 1 21.16 lU/. l.;ounty Taxes to 4U 7. l.;Ounty I axes to I 1 Utl. ;)l.;HUUL I Ai'. lZ'14/Ul to 07/01/02 626:98 4Utl. ::>liHUUL I Ai'. 12114/Ul -to 07/01/02 '625:98' lUll. v~..~" ,~,~'v 001/01/02 4,(U 4UIl. "t:VVt:K 12114/Ul 10 Ul/Ul/U:.I -.uer llU. I KA::lH 12114/U1 1001/01/02 1:1.:>1 41U. I KA;:,H 12114/Ul to U1/Ul/U':: '"""lr.5'r 111- 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 97,326.01 420. GROSS AMOUNT DUE TO SELLER 92,661.35 I 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. I AMOUNT DUE TO SELLEK: 201. lJeposit or eamest money T 9;2UU.UU :>Ul. t::xcess lJeposl: (;)ee instrUctions) I ,ZUZ. I-'rmClpal AlTIount or New Loan(s) I :>uz. "eluement Charges to Seller (Line 1400) I 932,00 1203. EXisting loan(s) taken suoJect to I 503. t:xlStlng 10an(S) taKen suo)ectto I 1204. :JU4. l-'ayolT orllrst Mongage ! l:.Iu:>. "U:>. ayolT 0 secona Mongage I 205. 500. i 207. our. \ueposll also. as proceeos) I :lOll. :>U/l. : 209. :>U9. AdjusCmenrs ror trams unpa/o l:1y ;;;ell9r Ao/usrmenrs For Items Unpaid By SeUer 21U. l.;lIy/rown I axes to :>lU. lilIY/1 own Taxes to i :.Ill. l.;ounty laxes to I 511. l.;ounly Taxes 10 212. Sl.;HOUL 1 Ai'. to :>1:l. ::ll.;HUUL I Ai'. to I ,21;;. : :>1;;. I 1214. I 514. 1215. :>1:>. : 1210. Home t::qUlty uraw I lV,UUU.UU ::llt>. i 1217. I 517. i 121/l. T :>1/l. i 121~. I :>1~. i 220. TOTAL PAID BY/FOR BORROWER I 92,800.00 520. TOTAL REDUCTION AMOUNT DUE SELLER ! 932.00 I 1 JUU. ~A::l11 A I : OUU. ~A;:'11 A I I UII-KUM SELLER: l;;u1. I.>ross Amount Due From Borrower (Line 120) ! ~r,;;zt>.U1 OU1. Gross Amount Due TO ::ieller (line 420) I 92,561.35 1302. less Amount Paid By/For Borrower (Une 220) II 602. Less Reductions Uue seller tUne 520) 1\ >m:oo 303. CASH ( X FROM) ( TO) BORROWER I 4,526.01 603. CASH ( X TO) ( FROM) SELLER I 91,729.35 I The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY THAT I HA REC. EIVED A ~O. PY OF THE 0-1 SETTLEMENT STATEMENT. <+, (::) Borrower ()..-.-c.-<-<--L "J. ~ SellerA , '-.J ~ ~ ~ ~ "A JEANNE . ESTATE TO THE BEST OF M 0 lEDG ,T HE~. -1 SE lEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH WE E EI E"""- H E E OR Will BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS TRANSACTION. T - . ettlement Agent WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAilS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. Page 2 L. SETTLEMENT CHARGES 700. TOTAL aseo on prIce $ @ % PAlO FROM PAlO FROM UlVlSlon Or l"ommlSSJOn 1"M IVV) as OIlOWS: BORROWER'S SELLER'S I/U1. :II to FUNDS AT FUNDS AT l'U2. :II to SETTLEMENT SETTLEMENT IU.J. 1,,;0mm'SSIDn t"alD at ;,elllemem IV". -1:1: to BOO. ITEMS PAYABLE IN ITH LOAN OV1. Loan ung,na Ion ee % to 002. Loan Ulscoum '7. to ou.J. Appralsa, t"ee 10 IAN 21::>.VU OU". "reU'1 "epo" to ,,~, '''N --;ro.5U OU::>. LenDers InspeClIon r ee to OUb. Mortgage inS. App. ree to OV 1 . "-Ssump Ion ee to OUO. "'^ ;'I:"V'''I: "u,~ ""'" to ,or" IAN -69.UU OU>:1. to "~, 105.UU 01U. "" ""L CLUUU -1:<:; to "~, 11.UU 011. t"LVVU I,,;t:KI t"1:.1:. to ,,~, IAN ~ I.UU 900. ITE I BY LENDER TO BE PAID IN ADVANCE 901. Interest From 12114101 to 01/01/02 @ $ 13.360000/day ( 18 days %) 24Q.48 >:1U". Mongage nsurance remlum or monlflS 10 W.J. azaro nsurance rem,um for 1.0 years to - 24o.831'OC \:IU4. \:lU::>. 1000. RESERVES ._. I wll n LENDER 1001. Hazard Insurance 3.000 months 20.57 per month 61.71 1002. Mortgage Insurance monllls per month 1003. GitylTown 1 axes 11.000 monllls 35.75 per montn 393.25 1004. County I axes monthS per montn lUUO. ;,I,,;MVVL I AA 7.000 months 97.79 per montn 684.53 lUUb. momns :II per monll1 1007. monthS li per montn 1008. ilMI:.NT monthS li per montn -307.56 1100. TITLE CHARGES 1101. Settlement or Closing Fee to .1102. CLUSINl.; ,LETIIoK to ',,,;, I 'LI:. 35.00 llU.J. Title Examination 0 ~t:KVIt.;t: "95.00 1104. Tille Insurance I:lInder to llU::>. uocumem t"reparallon to 11 Ub. NOlary rees to GASH 10.00 8.00 1107. Attorney s t-ees to .Y, ESQUIKE 455:25 (mc uues eDUve I em numDers: I 11 Uti. Ime Insurance 0 IKI-t.;UUN "c'" I ""'\.. I SIoKVIt.;I:., AuloN I t"UL Nu:lJ03595 "320.50 (inc/uaes abOve Item numbers: ) 11 U\:l. Lenoers \..overage :II 1.J,bUU.UU 'VL: UU.JO\:l::> 111 U. uwner S \..overage ,. """.WV.W -;rLl>.OU Ill. I '" I UU, ':>UU '" O. I to I KI-t.;UUN I "c'" , ""'\.. I St:KVICt: 15U.UU 1112. 111.J. 1200. GOVER"m"". I IV' 1201. Recording Fees: Deed $ 25.50: Mortgage $ 93.00: Releases $ 118.50 12U2. t.;'ty/I,,;OUn,y a",,,,,,,mps:ueea \:lL.u.uu; Mongage \:l2U.UU lLU.J. ;,une I aXl;,tamps: Kevenue Stamps 920.00: Mortgage 920.00 1204. 12UO. 1300. AlJDl1lUNAL ~~ I T L~Mt:NT ~HAKGcS 1301. SUl'ley to 1302. pest Inspection to ; 1303. TAX \..1:'" to 'w'", I ~'''~ I'KIUK 4.00 lJU4. to I KI-t.;UUN I Y ::;EKVICt: 14.5U . 1 JU::>. :r-t:t: to 11t:1\.:it:K, rt:t: - 92OJlO 1400. TOTAL ~MARGES (Enter on Lines 103. Section J and 502, Section K) 4,664.66 932.00 By signing page 1 O1lhiS statement, the SIgnatories acknowledge receipt Q1' a completed <:opY (M page 2 0 this \'NO page statement ~~ot-c3~ Settlement Agent . Certified to be a true copy. ( HAN270011 HAN27001 J 10 ) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF DUNFEE JEANNE STERRETT FILE NUMBER 21 01 0850 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 NUMBER 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION PNC Bank Certificate of Deposit #21001029567 (See Verification attached) VALUE AT DATE OF DEATH 5,022.07 Verizon - Refund re: telephone service at Decedent's residence 7.10 Comcast - Refund re: cable tv at Decedent's residence 23.04 Shipley Energy - Refund re: fuel oil account for Decedent's residence 705.05 Prorations re: taxes, sewer & refuse on sale of 28 Chestnut Street, Camp Hill, Pa. (See copy of Settlement Statement at Schedule A) 661.35 Personal property at Decedent's residence - Gross proceeds (See copy of Auction Settlement Sheet attached) 2,938.00 Medicare - Benefit Payment 7.02 PA Blue Shield - Benefit Payment 101.76 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,465.39 NOV-14-2001 16:20 PNCBRNK CIF DEPRRTMENT Q PNCBAN< Decedent Reporting Firstside Center 500 First Avenue, 4th Floor Pittsburgh, PA 15219-3128 November 14,2001 ~ Law Offices of Farrell & Small 201-203 South Railroad Street PO BOX 113 PalmyraPA 17078-0113 RE: Estate of Jeanne Sterrett, Deceased SSN: 207-09-1928 000: 08/31/2001 Dear; Mr. Small: 412 705 0057 P.01/03 ISCP Please find the date of death balances you have requested listed below. CERTIFICATESOF DEPOSIT #21001029569 JEANNE S DUNFEE GLADYS E GREEN DOD Balance:$S,OOO.oo + $22.07 accmed interest #21001029574 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $5,000.00 + $16.19 acemed interest #3170106183 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $62,803.32 + $31.49 accrued interest Page 1 of3 A member of The PNC Financial Servk:es Group One PNC P1:1Z3 249 Fifth Avenue Pittsburgh Pl:nnsvlvania 1 ~222 2707 Established 12/01/1987 Established 02/09/1988 Established 02/28/1997 NOV-14-2001 16:20 PNCBRNK CIF DEPRRTMENT 412 705 0057 P.02/03 0. PNCBAl\K #31600132819 Established 07/15/1998 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $39,515.33 + $105.44 accrued interest #31200214789 Established 07/15/1998 ~ JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $43,854.53 + $210.02 accrned interest . ##21001029568 Established 12/01/1987 JEANNE S DUNFEE JEAN B STONER DOD Balance: 55,000.00 + $22.07 accroed interest #21001029567 Established 12/01/1987 JEANNE S DUNFEE DOD Balance: $5,000.00 + $22.07 accrued interest CHECKING ACCOUNT ##5140017317 Established 11/01/1971 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $2,982.57 + $0.46 accroed interest SAVINGS ACCOUNT ##5003172732 Established 06/27/2000 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $30A41.73 + $5.54 accrued interest Our office only provides date of death balances for IRA'., CD's, Checking and Savings accounts. We do NO Finandal Transactions or Statement Orden. For Further information please caD 1-800-4-BANKER or your local PNC Branch and ask to speak with a Financial Services Representative. Page 2 of3 A member of TM PNC Financial Se1'Viees Group One PNC Pln7:! 249 Fifth Avenu~ PittsblJr!lh PennsylV"tinia 15222 7.707 .. . NOV-14-2001 16: 20 PNCBANK CIF DEPARTMENT 412 705 0057 P.03/03 QPNCBAN< Sincerely, ~~~ Marian Donnelly 1 ~800-762-1775 Page 3 of3 A member of The PNC Finaflclal Scrvi(e! Group Onr: PNC PlazJ 249 i"ifth Avenue Pittsburgh Pennsylvania 15222 7.7ID TOTAL P.03 - e I Ma'. 'A'INTIO. 8 PHOllMS. eo. ...... NEW ROlIN. 'A. '7855 e AUCTION SETTLEMENT SELLER NAME (--:; P ~\., \\6 ~~ I .fJJ.{';/:. ADDRESS ~'6 ~ ~ Cc\n'" r \-\~ \l 1(/11- \ DATE OF AUCTION i i - 3-D I PHONE /7L/ - NO J ZIP 'it) U LOCATION OF AUCTION SL\~ AUCTIONEER f(-~ PDJ.J.e.A.y/ LLIJc:J~ 7J."S"L d.L/3-/~f PHONE , ;. (~A.lJcJ.loN.ex.p~NSE$. ) 'I t ~, r;'~ ~,~ AUCTIONEER'S FEE l5t 7 .~ ~ 'j :J '~j~ ~;'l CLERK'S FEE CASHIER'S FEE OTHER EXPENSES . ~ Ii: A~lM~'u-Cr ( TOTAL EXPENSES ti,~i $~- i.'~ ~~ : I ;ii t-.;;~ 1'\,.. $ ~t~ ~';I~1 $ J S'l.~S ~.~ .$ t~ -; !'.i~ $ ~~ (AUCTION RECEIPTS) \~ C;~ $ ~9L~~ =- ~. ~. $ CHECKS OTHER RECEIPTS $ $ $ $ ~. TOTAL RECEIPTS $ $ $ tA<?,<{) $ lESS TOTAL EXPENSES $ &i%'. '-IS) . NET PROCEEDS PAYABLE TO SEllER $ ") '\ OI,..-r'" 0<. \J.. -, '0:) ... .:. ~'!;-:'.:r, tF' "<:."':f~;'Y:: -.';' .......Q:"..: .~.~.~~:, n~f'i..\; ';.;.'~;-."'~~;~'j~~:~}~:",:~-,;,'t.'~" . ,- . I (or we), the seller, accept this selllement and acknowledge receipt of Ihe above specified net proceeds from Ihe auction of my goods and property sold on the above dote. , accept all responsibility for providing merchantable title to 011 goods, and property sold, and for delivery of title 10 the purchaser. ,..5t,,~~~~Y,I)QUieJII6'!>IO' (Se 's Signature) \L:~...------ Auction or Cashier's Si alure { /,3-0/ Dote Dale (Seller's Signature) REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF DUNFEE JEANNE STERRETT FILE NUMBER 21 01 0850 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Gladys E. Green 314 Prospect Street Lancaster, PA 17603 Friend B G. Phyllis Stoner 124 Clark Street Lemoyne, PA 17043 Friend c Jean B. Stoner 705 15th Street New Cumberland, PA 17070 Friend JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. PNC Bank Certificate of Deposit #21001029569 5,022.07 50. 2,511.04 (See Verification attached) 2. B PNC Bank Certificate of Deposit #21001029574 5,016.19 50. 2,508.10 (See Verification attached) 3. B PNC Certificate of Deposit #3170106183 62,834.81 50. 31,417.41 (See Verification attached) 4. B PNC Bank Certificate of Deposit #31600132819 39,620.77 50. 19,810.39 (See Verification attached) 5. B PNC Bank Certificate of Deposit #31200214789 44,064.55 50. 22,032.28 (See Verification attached) 6. B PNC Bank Checking Account #5140017317 2,983.03 50. 1,491.52 (See Verification attached) 7. B PNC Bank Savings Account #5003172732 30,447.27 50. 15,223.64 (See Verification attached) 8. B Fulton Bank Certificate of Deposit #049-0147710 19,050.75 50. 9,525.38 (See Verification attached) 9. C PNC Bank Certificate of Deposit #21001029568 5,022.07 50. 2,511.04 (See Verification attached) TOTAL (Also enter on line 6, Recapitulation) $ 107,030.80 (If more space is needed, insert additional sheets of the same size) t'JOV-14-2001 16: 20 P~JCBAHK elF DEPARTMEtH a PNCBAN< Decedent Reporting Firstside Center 500 First Avenue, 4th Floor Pittsburgh, PAl 5219-3128 November 14,2001 Law Offices of Farrell & Small 201-203 South Railroad Street POBOX 113 Palmyra PA 17078-0113 RE: Estate of Jeanne Sterrett, Deceased SSN: 207-09-1928 000: 08/31/2001 Dear: Mr. Small: 412 705 0057 P.01/03 /SCP Please find the date of death balances you have requested listed below. CERTIFICA TESOF DEPOSIT #21001029569 JEANNE S DUNFEE GLADYS E GREEN DOD Balance:$S,OOO.OO + $22.07 accmed interest #21001029574 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $5,000.00 + $16.19 accrued interest #3170106183 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $62,803.32 + $31.49 accrued interest Page 1 of3 A member of The PNC Financial Servico Group One PNC Plnz3 249 Fifth Avenue Pitt5burgh Pennsylvania 15212 2707 Established 12/0111987 Established 02/09/1988 Established 02/28/1997 mU-14-2001 16:20 pt'-ICBm,n< C I F DEPARTtvlHlT 412 705 0057 P.02/03 0. PNCBAN< #31600132819 Established 07/15/1998 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $39,515.33 + $105.44 accrued interest #j1200214789 Established 07/15/1998 JEANNE S DUNFEE G PHYLLIS STONER ODD Balance: $43,854.53 + $210.02 accmed interest #21001029568 Established 12/01/1987 JEANNE S DUNFEE JEAN B STONER DOD Balance: $5,000.00 + $22.07 accrued interest #21001029567 Established 12/01/1987 JEANNE S DUNFEE DOD Balance: $5,000.00 + $22.07 accrued interest CHECKING ACCOUNT #5140017317 Established 11/01/1971 JEANNE S DUNFEE G PHYLLIS STONER DOD Balance: $2,982.57 + $0.46 accrued interest SAVINGS ACCOUNT #5003172732 Established 06/27/2000 JEANNE S DUNFEE G PHYLLIS STONER ODD Balance: S30A41.73 + $5.54 accrued interest Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do NO Financial Transactions or Statement Orden. For Further information please callt-800-4-BANKER or your local PNC Branch and a~k to speak with a Financial Services Representative. Page 2 of3 A mcombet ofTlle PNe Financial Serviccos GtOUP One PNC Pln?n 24!l Fifth Avenue PittsblJrHh Pennsylv,lnia 15222 7.707 NOV-14-2001 16:20 PNCBANK CIF DEPARTMENT Q PNCBAN< Sincerely, I\~~~ Marian Donnelly 1..800-762-1775 -. Page 3 of3 A member of The PNe Fina"cial Scrvicrt Group Onr: PNf Plaza 249 f':ifth Avenue Pittsburgh Ptnnsylvani3 15222 "I7Ul 412 705 0057 P.03/03 TOTAL P.03 tUlton Bank CAPITAL DIVISION · LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION · GREAT VALLEY DIVISION (717)291-2589 October 23,2001 Michael J. Small Farrell & Small 201/203 South Railroad St. PO Box 113 Palmyra, PA 17078-0113 Dear 1\1r. Small: RE: Jeanne S. Dunfee, deceased August 31, 2001 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD #049-0147710, open 2/3/01, matures 3/3/02, balance $18,496.14 and accrued interest $554.61; paying 5.16%, joint with G. Phyllis Stoner. (opened with funds from a previously held joint CD which opened 2/3/97) If you have any further questions, please do not hesitate to contact me. Very truly yours, () . \ (i . V~)l-L ~ +IU JI \ 1 ~.. L Christine Putt Smith Credit Confirmation Processor :.:) ceuf~ ItS, T ,\ ; o \ '-.0 (1 ,~~,; ~'~; .~, ~<~ (j ; POBox 4887 . Lancaster, PA 17604 www. f u I to n ba n k. com 1-800-FULTON-4 REV-1511EX '(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF DUNFEE JEANNE STERRETT 21 01 0850 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. B. 1. 2. 3. 4. 5. 6, 7. 8. 9. 10. 11. 12. 13. 14. DESCRIPTION AMOUNT FUNERAL EXPENSES: Hardings Restaurant & Catering - Bereavement Luncheon 159.35 ADMINISTRATIVE COSTS: 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: Attorney Fees Farrell & Small 7,500.00 Family Exemption: (If decedenfs address is not the same as claimant's. attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip Probate Fees 264.00 Accountanfs Fees Duane E. Herman, CPA (Preparation of year-of-death and Fiduciary Income Tax Returns) Tax Retum Preparer's Fees 400.00 Robert D. Fox - Appraisal re: real estate situate at 28 Chestnut Street The Sentinel - Estate Notice Cumberland Law Journal - Estate Notice Settlement charges re: sale of 28 Chestnut Street (See Settlement Sheet at Sch. A) Auctioneer's Fee/Advertisement Fee re: sale of personal property Cumberland County Register of Wills - Filing fee re: Inheritance Tax Return Misc.water,phone and electric utility expenses for Deed's residence pending sale-see attached Farrell & Small - Legal fees re: sale of Cumberland County Real Estate 250.00 113.27 75.00 932.00 698.45 15.00 315.59 3,945.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 14,667.66 Attachment to Schedule H - Inheritance Tax Return Estate of Jeanne Sterrett Dunfee No. 21-01-0850 PAWC 10/3/01 10/31/01 12/04/01 1/2/02 1/8/02 VERIZON 10/21/01 11/12/01 $ 17.76 11.95 11.95 9.96 12.78 $ 19.61 21.16 PPL ELECTRIC UTILITIES CORPORATION 9/17/01 $ 89.91 10/16/01 42.86 11/15/01 36.09 12/17/01 25.90 1/7/02 15.66 GRAND TOTAL: $ 64.40 40.77 210.42 $315.59 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER DUNFEEJEANNE~TFRRETT 21 01 OASO RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1, G. Phyllis Stoner Friend 100% of Residuary 124 Clark Street Estate Lemoyne, PA 17043 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, B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)