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HomeMy WebLinkAbout01-1145 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of _ Michael A. Hempt also known as No. To: dLJ -CJI- /I~~ Deceased. Register of Wills for the County of Cumber land in the Commonwealth of Pennsylvania Social Security No. 202-46-5574 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/De 18 years of age or older, applies for letters of administration on the estate of (d.b.n.; p,endente lite; durante absentia; durante minoritate) the above. decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 532 Reno st., New Cumber land Borouqh, P1;\ (list street, number and municipality) Decendent, then 46 years of age, died at Rye Twp., Perry County, PA November 26, 2001 ,).9: Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domliciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 532 Reno Street, New Cumberland Cumber land County, PA $ 60,000.00 $ $ $ 1 00,000.00 Borouqh, Petitioner._ after a proper search hetS..- ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Jr 532 Reno St. New Cumberland, PA 3790 Mountainview Rd. Mechanicsburg PA " 17055 " " THEREFORE, petitioner(s) respectfully request(s) the gram of letters of administration in the appropriate form to the undersigned. f irLn///' a~ ]3 ~~empt ~ cti '" 0 532 Heno Street, New Cumberland, PA 17070 C';:: <<"':: ~&;: or,- :; 0 ~ c 00 en OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55 The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer "" estate accordUtg to law. ~ Sworn to or affi;:o:e'!..P1d subscribed f Yltla t2.~ b~2o.J~ . ~[ ~aA._t 'm . pa.C. ..')l/i~~l -- '" '-' u ... ::s ..... = = till ii5 o:::r R No. 21-01-1145 r- 5:: EsCile of Michael A. Hempt , Deceased c...:l Cl G~NT OF LETTERS OF ADMINISTRATION ,,= ~ J>= ~3c3 ;,..,: "j 0(,) (I.) n: 0:: p AND NOW DECEMBER 19. XJl2001 ,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Lvnda A. Hempt is/zmoentitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to T ,YNnA A HEMPT in the estate of Michael A. Hempt FEES Letters of Administration $ 21, ,00 Short Certificates( 5) .. , . . .. . .. $ 15.00 Renunciation ....,......,.... $ JCP $ ,,00 TOTAL _ $255.00 Filed p.r;GJ;:~.r;l,\. J..9,t;Q. , . .. A.D. U-2illll 'ny1~(' ..:iJ..u.~_p.u. CJ,{j .:L,~)~ Da~:""rWilh #39785 ATIORNEY (Sup. Ct. I.D. No.) 414 Bridge st., New Cumberland, PA 17070 ADDRESS (717) 774-7435 PHONE MAILED TO ATTORNEY DECEMBER 19, 2001 .i,J (C' , 1;., ,,~ ~ I::"}' ,(5) (.) Q) Cl)CI: a: - p "'1 ~ it > ..- 6.: a.? ..- c..J o (1..) ..!:'j .;:: ;::. '-1> = Gu 21-01-1145 :) ,,] I CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Michael A. Hempt Date of Death: November 26, 2001 Will No. 2001-01145 To the Re9ister: 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 followin9 beneficiaries of the above captioned estate on January 15, 2002: Lynda A. Hempt 532 Reno l'~venue New Cumberland, PA 17070 Corinne D. Hempt 3790 Mountainview Road Mechanicsbur9, PA 17055 Julie L. Hempt 3790 Mountainview Road Mechanicsbur9, PA 17055 Erin M. Hempt 3790 Mountainview Road Mechanicsbur9, PA 17055 Michael A. Hempt, Jr. 3790 Mountainview Road Mechanicsbur9, PA 17055 Notice has now been 9iven to all persons entitled thereto under Rule 5.6(a). '''''' Date: I . . i . , )c;,) '-- , \.... . --..) . ", David H. Stone, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 co p f::: \.0 .- :2:. <=:C: --, " .ij "'1 -c:: s:: "" ('I C) !::J (I) = 0: c' ~ (.)G Capacity: Personal Representative x Counsel for Personal Representative "f~ ;(tfII!. -i: __... .....,1-'..__ I" r ".~. ..' . ;3"" , ::>OJ i .i , i \ , , 1\ i. l /. ;.1 -:.,~ (': ' 'C) "I :..... '..__' ~'. J...... C . (.--;.. cL '_ if ,..-, -\j ~ ": "" . ..J , .<~I I \) .~ "- '\ " ~ .) .... ~. ~ 0 ~ S tjl-IU!:: ~IU . LL....IUXa..~ 0.... a: 0 II) ~ I- IJI O' UW~II)IU;Z - IU U 1t:~C1u:j O~OOLLa: ~>ii: IU ~~IJI1;;; <( ~ 0 :::> >-l'lta..u ~ ~ o ;Z f-;, ~ , 1 ii ) ! - - - - - - - (]) - [J) :J - 0 - ~ -W I>-i - :J 0 (Y) U (]) rl - I>-i 0 - [J) >., ro r-- r-/ -W :J rl r-/ c: tJ1 - -rj :J en - :s 0 - U (]) F1:; - 4--i [J) Q, - 0 U :J - = c: 0 .. - I>-i ro ~ (]) (]) r-/ -W r-/ -W I>-i I>-i [J) [J) (]) :J 'N - -rj ..Q 0 r-/ - b> Ei U I>-i - - (]) :J ro - ~ U rl U N '('Q N cr f') (') +- (t) .... 'Q /". 'rl ;) !i~) :~ ',-) '":: Del! L<:' f{]3 ZOo i) 1&+:;(_, '::epJo:}c, STONE LAFAVER & SHEKLETSKI ATTORNEYS AT LAW DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE 414 BRIDGE STRffiT. POST OFFICE BOXts NEW CUMBERLAND. PA 17070 www.stonelaw.net OF COUNSEL CHARLES H. STONE JON F. LAFAVER .02 FED " -; if ., :51 TELEPHONE (717) 774-7435 FACSIMILE (717) 774-3869 ~;, ~. February 26 ,(XilfJ:02 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Michael A. Hempt No. 21-01-1145 Greetings: Enclosed please find estate check in the amount of $1,200.00 on account of inheritance taxes in the above captioned estate. Please note the timely postmark of this correspondence. Very truly yours, STONE LaFAVER & SHEKLETSKI /._~ ., ..// ., / ,: '\ . I \.) ) I '" D~vid it. St"orre-- DHS/krl Enclosure ~;' " \-- c..J c.0 '...J I...l-- .0. ~S _--6.:,--.-:. C.j _.-...1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 n______ fold ESTATE INFORMATION:: SSN: 202-46-5574 FILE NUMBER: 2101-1145 DECEDENT NAME: HEMPT MICHAEL A DATE OF PAYMENT: 02/27/2002 POSTMARK DATE: 02/26/2002 COUNTY: CUMBERLAND DATE OF DEATH: 11/26/2001 NO. CD 000900 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,200.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: DAVID H STONE ESQUIRE CHECK# NO CHECK # SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,200.00 MARY C. LEWIS REGISTER OF WILLS L REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 17 :2/ f-:J DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2D01 1145 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hempt, Michael A 202-46-5574 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 11/26/2001 08/18/1955 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hempt, Lvnda A 279-64-1195 3. Remainder Return CHECK ~' O.~"~" r ,",,_._" ~ (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Li....ing Trust 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach acopyofTrust) BLOCKS 9. Utigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election totaxunder5ec. 9113(A) 12-31-91 and 1-1-95) (Attach Seh 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS COR- David H. Stone, Escruire 414 Bridge RE- Street SPON FIRM NAME (If Applicable) New Cumberland, PA 17070 DENT Stone LaFaver & Shek1etski TELEPHONE NUMBER 717-774-7435 OFFICIAL USE ONLY ,. Real Estate (Schedule A) (1) 81,ODD.OD 2. Stocks and Bonds (Schedule B) (2) 30,317.64 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 4,241.82 6. Jointly Owned Property (Schedule F) D Separate Billing Requested (6) 0.00 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 0.00 8. Total Gross Assets (total Lines 1-7) (8) 115,559.46 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 24,560.85 10. Debts of Decedent, Mortgage Liabilities, & Liens(Schedule I) (10) 36,944.78 11. Total Deductions (total Lines 9 & 10) (11) 61,505.63 12. Net Value of Estate (Line 8 minus Line 11) (12) 54,053.83 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 54,053.83 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amountof Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116{a)(1.2) 27,026.91 X .00 (15) 0.00 - TAX 16. Amountof Line 14 taxable at lineal rate 27,026.92 x.045 (16) 1,216.21 - COMPU- 17. Amountof Line 14taxable atsiblin9 rate O.OD x.12 (17) 0.00 TATION 18. Amountof Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00 19. Tax Due (19) 1,216.21 20. ~ I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I >> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH<< o PA15001 NTF 29755 COPYright 2000 Greattand/Nelco LP - Forms Software Only , , " PA REV-1500 EX (6-00) Decedent's Complete Address: Page 2 STREET ADDRESS 532 Reno Street CITY I STATE I ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,216.21 0.00 1,200.00 63.16 Total Credits (A + 8 + C) (2) 1,263.16 3. Jnterest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Totallnterest/Penalty (0 + E) 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 request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (3) 0.00 (4) 46.95 (5) (SA) 0.00 (58) PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; ................. c. retain a reversionary interest; or. d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . 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 bellef, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of which preparer has any knowledge. SIGNATUR F PERSON RyjPO~LE FOR FIj,lNG RETURN f .:La (j.__~?2--c- eno ::; reet New C brIand, FA 17070 F PRI"l? 0 HER THAN REPRESENTATIVE 3. 4. Yes No ~ I B ~ o g DATE /?-Z(',,,,",,,2 , DATE t PA 17070 FordatesofdeathonorafterJlIly 1. 1994and before January1,1995,the tax rate imposed onthenet value of transfers to orforthe lIsa of the surviving spouse is3% [72 P,S, Ii 9116(a)(1.1)(i)). For dates of death on or after January 1, 1995. the tax rate is imposed on the n..t value of transfers to or forthe lIse of fhe surviving spouse is 0% [72 P.S. S 9116 (a){1.1)(ii)). The statute do_eS.nolexempt a transfer to a surviving spouse fr om tax, and the statutory requirements fordisclosure of assets and filingataxreturn are still applicable even if lhe survlvlngspollse isthe only beneficiary. FordatesofdeathonorafterJuly1.2000: The tax rate Imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to orforthe use of a natural paren t,anadoptiveparent. or a stepparent of the child is 0% [72 P.S. !i9116(aX1.2)). The lax rale imposed on the net vallie of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72.P.S.!i 9116(1.2) [72 P.S.!i 9116(aX1)). The tax rate imposed on the net vallie of transfers to or for the use of the decedent's siblings is 12% [72 P.S.!i 9116(a)(1.3)). A sibling is defined, under Section 9102. asan individual WhO has at least one parent in common with the decedent, whether by blood orad option. o PA15002 NTF 29756 Copyright 2000 GreatlandfNelco LP - Forms Software Only REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hempt, ~chael A SCHEDULE A REAL ESTATE FILE NUMBER 21-2001-1145 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 NO. 1. DESCRIPTION Property located at 532 Reno St., New Cumberland, Cumberland Co., PA by deed dated May 7, 1997 in Cumberland County Deed Book 157/ Page 618, granted and conveyed unto ~chael A. Hempt, the decedent. Appraised value by Bridge Street Realty VALUE AT DATE OF DEATH 81,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 81,000.00 o PA15021 NTF 33299 Copyright 2000 GreatlandfNelco LP- Forms Software Only REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hempt r Michael A SCHEDULE B STOCKS & BONDS FILE NUMBER 21-2001-1145 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION ,. $1,000 EE US Savings Bond dated 9-86 #M17354025EE to Mary C. Hempt who died 11-29-96 or Michael A. Hempt 2 $1,000 EE US Savings Bond dated 9-86 #M17354026EE to Mary C. Hempt who died 11-29-96 or Michael A. Hempt 3 $1,000 EE US Savings Bond dated 8-94 #M63652224EE to Mary C. Hempt who died 11-29-96 or Michael A. Hempt 4 $1,000 EE US Savings Bond dtd. 8-94 #M63652225EE to Mary C. Hempt who died 11-26-96 or Michael A. Hempt 5 $1,000 EE US Savings Bond dtd. 8-94 #M63652226 to Mary C. Hempt who died 11-26-96 or Michael A. Hempt 6 Charney Inv. Group-Corning, Inc. stock 7 Charney Inv. Group-Franklin PA stock 8 Charney Inv. Group-Harley Davidson, Inc. stock 9 Charney Inv. Group-Hartford Cap. Appreciation Fund C stock 10 Charney Inv. Group-Hartford Global Leaders Fund C stock 11 Charney Inv. Group-Homestate PA Growth Cl A stock 12 Charney Inv. Group-Internet Capital Group stock 13 Charney Inv. Group-MerCk & Co., loc. stock 14 Charney Inv. Group-Munder VALUE AT DATE OF DEATH 1,273.20 1,273.20 712.80 712.80 712.80 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) 542.19 2,804.09 5,176.00 1,138.62 928.79 1,194.14 132.00 6,705.00 2,041.01 4,971.00 $ 30,317.64 Total from continuation pages.... o PA15031 NTF33300 Copyright 2000 Greatland/Nelco LP - Forms Software Only Item No. Estate of: Hempt, ~chael A Schedule B -- Stocks & Bonds Description 14 15 16 Future Tech Fund II stock Charney Inv. Group-Qualcomm, Inc. stock Charney Inv. Group-Rite Aid Corp. stock Charney Inv. Group-Texas Instrument, Inc. stock 17 TOTAL. (Carry forward to main schedule) Page 2 21-2001-1145 Value at Date of Death 1,208.00 518.00 3,245.00 4,971.00 REV-15GB EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hempt, Michael A 21-2001-1145 Include proceeds of litigation & date proceeds were received by the llstate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. 1. 2 DESCRIPTION VALUE AT OA TE OF DEATH 383.70 306.42 ASF-payroll check Charney Inv. Group-Money #4053-1272 3 PA Central Federal Credit Union-Savings Acct. #81905-014 4 Waypoint Bank-Checking Acct. #10000008044, Pr~nc. $2,122.06, Int. $.05 5 1993 Dodge Caravan SE ~nivan sold to Nancy Devert 6 Commonwealth of PA-refund on 2001 income tax 7 West Shore Credit Bureau-refund on EIT Market Acct. 78.67 2,122.11 1,300.00 35.00 15.92 o PA15081 NTF33305 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright2000 Greatland/Nelco LP- Forms Software Only 4,241. 82 REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hempt, Michael A SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-1145 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A FUNERAL EXPENSES: ,. Lynda Hempt-Reimb . on 400.00 flowers for funeral by Heather Dunphy 2 Stone Murray Funeral Home-funeral expenses 6,124.00 3 Gingrich Memorial-marker 1,045.00 4 Gingrich Memorials-marker 380.00 8. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions 5,778.00 Name of Personal Representative(s) Lynda A Hempt Social Security Number{s)/EIN No. of Personal Representative{s) Street Address 532 Reno Street City New Cumberland State PA Zip 17070 Year(s) Commission Paid: 2002/2003 2. Attorney Fees Name: David H. Stone, Esquire 5,778.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Hempt r Lynda A Street Address 532 Reno Street City New Cumberland State P A Zip 17070 Relationship of Claimant to Decedent Spouse 4. Pro bate Fees 255.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Short certificatae 3.00 9 Checks written by decedent 106.40 but not cleared by bank until after death 10 The Patriot News-advertising grant of letters 102.67 11 Register of Wills-filing Inheritance Tax Ret. and 25.00 Inventory 12 Charney Inv. 202.78 Group-commission on sale of stocks 13 Bridge Street 325.00 Total from continuation pages. . . . 536.00 TOTAL (Also enter on line 9, Recapitulation) $ 24,560.85 o PA15111 Copyright 2000 Greatland/Nelco lP- Forms Software Only (If more space is needed, insert additional sheets of the same size) NTF33308 Estate of: Hempt, ~chael A Schedule H, Part B -- Administrative Costs Item No. Description 13 Realty-apparaisal fee on property Cumberland Law Journal-advertising grant of letters Lynda Hempt-Reimb. for car insurance by Erie Insurance Lynda Hempt-Reimb. on car insurance for Erie Insurance 14 15 16 17 Reserve for closing expenses TOTAL. (Carry forward to main schedule) Page 2 21-2001-1145 Amount 75.00 128.00 33.00 300.00 536.00 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hempt, Michael A Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001-1145 DESCRIPTION 1. Mortgage payable to Waypoint Bank 2 Waypoint Bank-mortgage payments for Dec., Jan., & Feb. for $399.57 each 3 Mortgage payments to Waypoint Bank for March, April, & May 4 Waypoint Bank-mortgage payments for June and July 5 Reimbusement of August mortgage payment AMOUNT 33,346.78 1,198.71 1,198.71 799.14 401.44 o PA15121 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright 2000 GreatlalldfNelco lP- Forms Softwarll Only NTF33309 36,944.78 REV-1SI3 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Hempt, Michael A NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Hempt, Lynda A 532 Reno Street ~ew Cumberland, PA 17070 2 Hempt, Corinne D 3790 Mountainview Road lMechanicsburg, PA 17055 3 Hempt, Julie L 3790 Mountainview Road !Mechanicsburg, PA 17055 4 Hempt, Erin M 3790 Mountainview Road !Mechanicsburg, PA 17055 5 Hempt, Jr. , Michael A 3790 Mountainview Road M:echanicsburg, PA 17055 FILE NUMBER 21-2001-1145 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Spouse daughter daughter daughter son 43,901. 02 10,975.26 10,975.26 10,975.26 10,975.25 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-l 500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ,. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ,. TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1S00 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) o PA1S131 NTF 33293 Copyright 2000 Greatland/Nelc:o LP - Forms Softwars Only 0.00 Mly 7,1887 , /;, f; <:1 J - jUruL) ., J) I .-j ~~ r- IJ) en THIS DEED, .::-' ..=. :::, E "-' a: -n ~, = E r- eD Tax Parcel No. ~S-;l'\-~\\ -i <0 Made the 1-V1 day of ~ ,1997, BETWEEN MIRIAM L. BRICKER, now known as MIRIAM L. BRANDT and LLOYD E. BRANDT, by his Attorney In Fact MIRIAM L. BRANDT, wife and husband, Parties of the First Part, hereinafter designated as the Grantors, AND MICHAEL A. HEMPf, single man Party of the Second Part, hereinafter designated as the Grantee. WITNESSEm, that the Grantors for and in consideration of EIGHTY-FIVE THOUSAND ($85,000.00), lawful money of the United States of America, to the Grantors in hand well and truly paid by the Grantee, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantors being therewith fully satisfied, do by these presents grant, bargain, sell and convey unto the Grantee forever. PARCEL NO.1: ALL mAT CERTAIN lot of land situate in the Borough of New Cumberland, County of Cumberland and State of Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the south side of Reno Street (60 feet wide) said point being the dividing line between Lots Nos. 62 and 63 on the hereinafter mentioned Plan of Lots; thence southwardly along said dividing line one hundred twenty-four and two-tenths (124.2) feet to a BOO i r:'7 c., S-tS ~",,-J ..'L _ point on Brandt Avenue; thence westwardly along Brandt Avenue, twenty-five and fifty-five hundredths (25.55) feet to Lot No. 64 on said Plan; thence northwardly along said Lot No. 64, one hundred twenty-nine and six-tenths (129.6) feet to the south side of Reno Street; thence eastwardly along the south side of Reno Street, twenty-five (25) feet to the place of BEGINNING. BEING Lot No. 63 in a certain Plan of Lots laid out by D.R. Kebaugh, as recorded in Cumberland County Recorder's Office in Plan Book I, Page 6. BEING the same premises granted and conveyed unto Orval E. Barger and Mary M. Barger, his wife and Miriam L. Bricker, by Deed of Santi Martorana and J. Arthur Ewing, Trustees Under the Last Will and Testament of Leona E. Martorana, Deceased, dated January 14, 1953 and recorded January 22, 1953 in the Cumberland County Recorder of Deeds Office in Deed Book D, Volume 15, Page 545. PARCEL NO.2: ALL mOSE TWO CERTAIN lots of land situate in the Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, more particularly bounded and described as follows to wit: BEGINNING at a point on the south side of Reno Street sixty (60) feet wide, said point being the dividing line between Lots Nos. 63 and 64 on the hereinafter mentioned plan of lots; thence southwardly along said dividing line one hundred twenty-nine and six tenths (129.6) feet to a point on Brandt Avenue; thence westwardly along Brandt Avenue fifty-one and ten hundredths (51.10) feet to Lot No. 66 on said plan; thence northwardly along said Lot No. 66, one hundred forty (140) feet to the south side of Reno Street; thence along the south side of Reno Street eastwardly fifty (50) feet to Lot No. 63, the place of beginning. BEING Lots Nos. 64 and 65 in a certain plan of lots laid out by D.R. Kebaugh, as recorded in the Cumberland County Recorder's Office in Plan Book I, Page 6. BEING the same premises granted and conveyed unto Orval E. Barger and Mary M. Barger, his wife with Miriam L. Bricker, by Deed of Joseph B. James, Sr., Raymond E. Westhafer and Jacob H. Reiff, Executors of the Last Will and Testament of Hazel V.W. Updegrove, dated January 21, 1953 and recorded January 22, 1953 in the Cumberland County Recorder of Deeds Office in Deed Book 15, Volume D, Page 547. THE SAID Mary M. Barger died in April 23, 1954, thereby vesting fee simple title for her share to her surviving spouse Orval E. Barger. BOO~ 157 f'"r> ,',1..,:... 619 I THE SAID Orval E. Barger died on October 9, 1968, thereby vesting by his Last Will and Testament dated August 31, 1961, his interest by specific devise to Miriam L. Bricker. THE SAID Miriam L. Bricker married Lloyd E. Brandt on December 6, 1980 thereby changing her name to Miriam L. Brandt. THE SAID Lloyd E. Brandt joins in this deed to relinquish any martial interest he may have in the said property. EXCEPI1NG THEREFROM ALL mAT CERTAIN parcel of real estate situate in the Borough of New Cumberland, County of Cumberland, Pennsylvania, bounded and described as follows: BEGINNING at a point on the northern side of Brandt Avenue at the dividing line between Lots Nos. 65 and 66 on the hereinafter mentioned Plan of Lots; thence along said dividing line, north 53 degrees 30 minutes east 6.86 feet to a point; thence along other lands now or late of Orval E. Barger and Miriam L. Bricker of which the premises herein conveyed were a part, south 52 degrees 43 minutes east, 78.11 feet to a point on the dividing line between Lots Nos. 62 and 63 on said Plan; thence along said divding line, south 53 degrees 30 minutes west 12.87 feet to a point on the northern side of said Brandt Avenue; thence along said Brandt Avenue, north 48 degrees 24 minutes west 76.65 feet to a point, the place of BEGINNING. The aforesaid premises being a part of Lots Nos. 63, 64 and 65 of the Plan of Lots as laid out by D. R. Kebaugh and as appear in Cumberland County Recorder's Office, Plan Book 1, Page 6. BEING the same premises granted and conveyed unto Borough of New Cumberland, by Deed of Orval E. Barger and Miriam L. Bricker, dated August 25, 1957 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book A, Volume, 18, Page 130. UNDER AND SUBJECT, nevertheless, to all other conditions and restrictions of record, if any, as they may appear. TOGETHER with all and singular the buildings, improvements, ways, woods, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances to the same belonging or in anywise appertaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, and of every part and parcel thereof; AND ALSO all the estate, right, title, interest, use, possession, property, claim and demand whatsoever of the Grantors both in law and in equity, of, in and to the premises herein described and every part and parcel thereof with the appurtenances. TO HAVE AND TO HOLD all and singular the premises herein described eou~ 157 ~ ~ r'" , I-,'~:':' G20 together with the hereditaments and appurtenances unto the Grantees and to the Grantees' proper use and benefit forever. AND the Grantor covenants that, except as may be herein set forth, they do and will forever specially warrant and defend the lands and premises, hereditaments and appurtenances hereby conveyed, against the Grantors and all other persons lawfully claiming the same or to claim the same or any part thereof, by, from or under it, them or any of them. In all references herein to any parties, persons, entities or corporations, the use of any particular gender or plural or singular number is intended to include the appropriate gender or number as the text of the within instrument may require. Wherever in this instrument any party shall be designated or referred to by name or general reference, such designation is intended to and shall have the same effect as if the words "heirs, executors administrators, personal or legal representatives, successors and assigns" had been inserted after each and every such designation. IN WITNESS WHEREOF, the Grantors have hereunto set their hands and seals the day and year first above written. Signed, Sealed and Delivered in the/JIresence of /// / ~ I~ lb~/4 /~ 1~L6 rk~ v , )1J!.~ ~/J77 ;f ~/h,L- MIRIAM L. BRICKER /1'I/--u~~ X' /!L4';<u-(;C MIRIAM L. BRANDT ~~ S ~~~d6-~~ ~ / LLOYD E. BRANDT, by his Attorney CD In Fact MIRIAM L. BRANDT )-~~n,r-::.. ,~~ BOOr. 157 :\[;: 621 '. --- '. III 10_ .-' THE UNDERSIGNED CERTU1JJ:S mAT THE RESIDENCE AND COMPLETE POST OFFICE ADDRESS OF THE GRANTEE IS: 63 d- faM.<) li, \(0,) a~ (!4 /707U Street City State Zip Code Signature COMMONWEALTH OF PENNSYLVANIA COUNTYOF ~ ) : 55. ) BE IT REMEMBERED, that on the 7 tit day of ~ ,1997, before me the subscriber personally appeared MIRIAM L. BRICKER, now known as MIRIMA L. BRANDT and LLOYD E. BRANDT, by his Attorney in Fact MIRIAM L. BRANDT, known to me (or satisfactorily proven) to be the person(s), whose name(s) are subscribed to the within instrument and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. n ~'OTNlfAL SEAL C '~,1C:7r.' ...-. '"t., I . . oJ, ,. '" -. . ., '~'" "-"~~If iJH1/' I;:.; "', ; _;:.~. :~>,' ~.::. -'b- 'I ;.;:; ~',~~ I' (,., ..' , . ..,_~..L',l,t .,,) 1'1 ,u~.;i"'":;OiJ tApirc. /'~rIJ 13. 1999 (LJa~xK~ Notary Public '-~ ~'t;,~.~~~.~~~~~{~~,.. ~-' ~tJ"'~ .,J\.\r.s'-1"~"',""':">(;" .;I;';'~-~'-'....'.~-:.'''''' ..r:,,-:~~ ::"~'.{ ''5,':.~~.~~~;~~G:,t.'- .-,~ -:."~!"':"r''''-,,::'',';:'~'~'''' -'~':' ~J. :~~;:'D~~;..~~;;~.: ,.1--. "":~'~.""!!'E:f..i?'''~!',-, ....,.... ) .._....~ .~...._\:..!J\i.,.<).. .. ", :c_ ,~\~.:"}t~~~'~ .~'.- 55 ,10;:. -J"'1..'~"::~f":"",'''' .- rJ\' : .~/,.:~:.~..~~.~:. :..~~,<).. C~~ OF CUMBERLAND) '<;~Otl'J~?~;~):Y - '. _ -~. 't;.-...'........ I.' '1,.:*~~'in the Office of the Recorder of Deeds, etc., in and for said County, in Book _ ,": .' / '" I'lL, Page (P,~ . ~\ r ,/ '. .'-.. ". t1.;,.. ."~:. .. t';; . h;~~D!Y&n~hand Official Seal this :.~~ :'f~:~0~~21~::~.{'. .f .. v~~".'- --."'-..:..~-.o;Q.y. . J;' '~~:_'~-~~';;'~;f;j;.i,:.~-' " "1,1.""'''' O~.,' -- , :/', .~...,n ". ..-,. ,...:., \.....'ll"'''l:'t;~-;~,..c" COMMONWEALm OF PENN5YLV ANIA IS- day of fYlAj , 1997 -4&~~t:r ,p ,?~ Recorder . " BOOK 157 PACE 622 Pronertv D.escrintion ire o. - Pronertv Address 532 Reno Street Citv New Cumberland State P A lio Code 17070 teQaJ Descriotion Book 157Pape618 Countv Cumberland -- Assessor's Parcel No. 25-24-0811-120 Tax Year 2001 R.E. Taxes $ 1,370 Special Assessments $ n/a Borrower n/a Current Owner Estate ofMiehael A. Hcmnt Occuoant: IXl Owner r-1 Tenant ':::'nv~can~ .. Pronertv rinhts annraised TXl Fee Simole I I Leasehold I Proiect Tvoe fl PUD 1 Condominium (HUDNA anN) HOA$ nla .~- Neinhborhood or Project Name New Cumberland Borough Map Reference AlJC 20 A4 Census Tract OIOS Sale Price $ n/a Date of Sale n/a Descriotion and $ amount of loan charaes/concessions to be DaKl bv seller none known Lender/CHent Stone, I JaFaver & Shckletski Address 415 Bridge Street, New' Cumberland, PA 17070 Aonraiser Tammie K. Shealler Address 1002 Brid 1C Street, Suite 100. New Cumherland. P A 17070 Location W Urban ~ Suburban U Rural Predominant Single family housing Present land use GIll Land use change Built up o Over 75% lliJ 25.75% 0 Under 25% occupancy PRICE AGE One family 601% lliJ Not likely o Likely S(OOl} (/'1'5) Growth rate o Rapid lliJ Stable o Slow lliJ Owner 80 Low New 2-4 family 10% o In process Property values o Increasing lliJ Stable o Decllmng o Tenant 350 Hiah 100 Munifamijy 15% To: -- -.---------- --._--- Demand/supply 0 Shortage lliJ ~ balance o Ov..-suPPo/ ~ Vacanl(0-5%) Predominant Commercial 15% Marketlno time n Under 3 mas rxl 3-6 mos n Over 6 mas Vac<rn1OW!lf5%\ 125 50 vacant ) 0% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: The neip-hborhood is the Borouph of New Cumberland bounded bv the York County line and US Interstate 0 Route 83 and the Susnuehanna River. 0 t1 ~actors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): . The subieet is located in the Borouph orNew Cumberland, an established rt:sidential neil!hborh(x)d consistim! a mix ofsimde familv attached and 0 ~detached homes, a'i well as rental anartmcnts and sing-Ie familv d\vellin~s. Emnlovmcnt centers in the City or}larrishur~ arc a 15 minute commute. Neiphhorhood shonnin!!. narks. schools, and most services are within a 10 minute drivt:. Emplo)ment stability and aprll.:al to the market are considered average. ~._---- _...~- -~-----._--_._---- ~-- -- Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and markettng time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Consistent with other nei"hhorhoods in this area, homes in the subiect nciphborhood have cxnericnced moderate aDnreciation in recent vears. Conventional, FHA. and V A financing are readilv available, with occasional sales concessions. Interest rates remain hiVorahlc, and have rcccnth declined. Based on the fair condition of the suhicd property. a marketing period of six months is projcckd lor the property. ------ --- ---- - ---- ------ - ----- ---- ---- -~ --~ --- - -.. ---- _u ----- ----- ---- . Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Horne Owners' Association (HOA)? U YES UNO Approximate total number of units in the subject project nla Approximate lotal number of units far sale in the subject project n/a Describe common elements and recreational facilities: nla Dimensions see ICI!al descrintion Topography basicallv Icvel Site area 7.500 SF +1- Corner Lot U Yes lxJ No Size tvnical for area Specific zoning classification and description residential Shape irrcpular Zoning compliance lliJ Legal fXI0 Legal nonconning (Grandfathered use) U Illegal U No zoning Drainage annears adeuuate Hiahest & best use as imnroved: X Present use Other use (exnlaln) View avcrape Utilities Public Other Off~site Improvements Type Public Private Landscaping tvnical Electricity lliJ Street macadam lliJ 0 Driveway Surface asphalt - Gas lliJ ._~- Curb/gutter concrete Q 0 Apparent easements none annarent Water lliJ Sidewalk concrete lliJ 0 FEMA Special Flood Hazard Area U Yes lliJ No Sanitary sewer ~ Street lights pole ~ R FEMA Zone zone C Map Date 2116/77 Storm sewer AIIev none FEMA Moo No. 420366 B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): No apparent adverse easements or encroachments were noted or disclosed. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units one Foundation concrete Slab 3% Area SQ.Ft. 1,140 Root. 0 No. of Stories one Exterior Walls concrete block Oav.i Spaoe 0% % Finished 30% Ceiling -- 0 Type (DeJ./Att.) detached Roof Surface asohalt shingle Basement 100% Ceiling wood ioist Walls ..0 Design (Style) I storY Gutters & Dwnspts. aluminium Sump Pump none notcd Walls cone. hlock Floor ~- 0 Existing/Proposed existino Window Type W(xxJ D. II. Dampness noted Floor concrete None --- 0 Age (Yrs.) 53 +1- Storm/Sa-eens ves/ves Settlement none noted Outs~e Enby no """""" -~-~lliJ Effective Ane Yrs.) 30 Manufactured House no Infestation none noted 0 ROOMS Fover Uvinn Dininn Kitchen Den F amilv Rm. Rec. Rm. Bedrooms # Baths Laundrv Other Area SoH. Basement 1 1,140 Levell I I I 1 3 1 1,174 . Level 2 0 0 . Finished area above arade contains: 6 Rooms' 3 Bedroom s\. I Bath1s'. 1 174 Snuare Feet of Gross Uvinn Area INTERIOR Materials/Condition HEATING KiTCHEN EQUIP. ATTIC AMENIT!ES CAR STORAGE: Floors woodlcametlfilir-ooor Type FHA Refrigerator 0 None 0 Freplace(s) # _ 0 None 0 0 Walls nlaster/avl! to ooor. Fuel gas Range/Oven lliJ Stars 0 Patio covered lliJ Garage 1 # of cars Trim/Finish wood/averaoe Condilionaveralle Disposal lliJ Drop Star lliJ Deck 0 Attached x Bath Floor e.met/fair COOLING Dishwasher 0 Scuttle 0 Porch 0 Detached Bath Wainscot fibe~asslfuir Central ves Fan/Hood 0 Floor 0 Fence 0 Built-In Doors wcxx:t/averaoe Other none Microwave R Heated R Pool R Carport Kitchen Floor vinvl/fair Conditionaver::lOe Washer/nruer Finished Drivewav macadam Additional features (special energy efficient items, etc.): There are wood floors throucllOut the living room and bedrooms. The basement has a nartition wall down the middle with the ceilino nartiallv removed due to a olumbino renair. The basement is considered nartiallv finished and in DOOr condition. Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: See Attached Addendum, 0 Adverse environmental conditions (such as, but nat limited to, hazardous wastes. toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of the subject property: No adverse environmental conditions noted_ l-1owever, the annraiser is not as exnert in Ihis field and makes no claims as to the existence of undesirable conditions. www.BridgeStrceIRcalty.com UNIFORM RESIDENTIAL APPRAISAL REPORT F N OJOOI(P Freddie Mac Flml 70 6-93 PAGE 1 OF 2 Ttis kml_ pmb:edoolhe ACI Developrnert Rapd=ams sysIem(lKXl)234-8m FarrieMaeFarn1004 6-93 ~~ \\ w.BraJgC::'lrCt.:lKcall}.WJlI . n Section UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo 0100102 .J ESTIMATED SITE VALUE. . . . . . . . . . . . . . . . . . . . . . . . . . . = $ 25,000 Comments on Cost Approach (such as, source of cost estimate, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA, the Dwelling Sq. Ft @ $ = $ estimated remaining economic life of the property): Sq. Ft. @$ = Because the age of the property makes estimating accrued --- . = d~reciation extremely speculative, the cost annroach is considered Garage/Carport _Sq.Ft.@$____ = unreliable and has not been developed. --~--- Total Estimated Cost New ................ = $ -- -~.._~-,--~.. less PhYSical"l Funelionelt,temel Est Remeining Eccn.l~e: -.. . Depretialion _ = $ - - Depreciated Value of Improvements = $ --.-- "- ---...-..------------ "As-is" Value of Site Improvements. = $ INDICATED VALUE BY COST APPROACH.. - $ nla ITEM I SUBJECT COMPARABLE NO.. 1 COMPARABLE NO.. 2 COMPARABLE NO.. 3 532 Reno Street 17 I 4 Locust Street 510 Terrace Drive 605 2nd Street Address New Cwnberland New Cumberland New Cumberland New Cumberland Proximity to Subiect .. 75 miles .4 miles ..4 miles Sales Price $ nla $ 72 000 $ 80,400 $ 81,500 PricelGross Uv. Area $ 69.00 1/1 $ 69..70 1/1 $ 83.75 1/1 $ 7244 1/1 Data and/or inspection MLS and Public Records MLS and Public Records MLS and Public Records Verification Sources orooertv owner Exterior inspection Exterior insnection Exterior insDCction VAlUEACUUSTMENTS DESCRIPTION DESCRIPTION 1"-11_ DESCRIPTION I +O$Adjustmenf DESCRIPTION I + -)$Adiustmenl Sales or Financing FHA -500 FHA -500 conventional Concessions closed sale closed sale : closed sale Date of Salemme nla 8/01 9/01 9/01 location suburban similar similar similar lease/1olj,feeSrroIe fee simple fee simnle : fee simnle fee simple Site 7,500 SF +/- 6,600 SF +/- : 6,534 SF +/- 10,545 SF +/- View average similar similar similar Desil:m and Anneal I story I story I story I story ClualyofConslrudiln concrete block/av2" aluminum/avll aluminum/avll vinyl/average Aoe 53 vcars similar similar similar Condition fair ooor +3,000 average -3,000 average -3,000 Above Grade Tolal: Barns ' "'" Total: Barns ' "'" Total: Barns ' "'" : Total: Barns : B"'" - Room Count I( 6: 3: 1.00 7: 3: 1.00: 6: 3: 1.00: 5: 3: 1.00: Gross living Area 1,174 SoH I ,033 SoH +1,400 960 SO..Ft +2,100 1,125 SoH +500 Basement & Finished full basement partial basement +2,500 partial basement +3,000 full basement : . Rooms Below Grade 30% Finished unfinished +500 unfinished +500 unfinished +500 Functional Utilitv averalle average average average Heatino/Coolina FHA C/Air FHA ClAir FHAC/Air 11WBIl/none +1,500 . Enerov Efficient Items typical typical typical typical GaraaefCaroort I car garage carrort +1,000 I car garage nl us : -3,000 no garage + 1,500 Porch, Patio, Deck, patio porch porch porch F;-eolaee(s), ete.. no fireolace no lireplace no fireolace no Ii replace Fence, Pool. etc. no fence no fence fence no fence : Net Ad;.. (lotal) . Ixl. I 1- '$ 7,900 I I. IXI- '$ 900 Ilxl. I 1- :$ 1,000 Adjusled Sakls PIice Gross: 12.4% Gross: 15.0% Gross: 8.6% of Comparable Net: 11.0% $ 79,900 Net: -1.1% $ 79,500 Net: 1.2% $ 82,500 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc. ): All sales were selected based on their similar design, age, Quality, and oroximity to the subiect property. All sales were considered reliable and were given similar weight in the value conclusion. Gross living area adiustments were made at the rate of$1O per sQuare foot for differences over 100 SF. Comnarable 2 has an adiustment $500 more than the comnarable J for partial basement due to no interior access to basement. Comparable #2 warranted a downward adiustment of $3,000 for the oversized detached garage as comnared to the subiect's attached narrow one car garage. The final value concluded is in the middle of the ranQe of value indicated b\l the adjusted comnarable sales. ITEM SUBJECT COMPARABLE NO.. 1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Price and Data No sale during No sale during past twelve No sale during past twel ve No sale during past twelve SclltO far "'" sakls past twelve months. months. months. withil veN of aooraisal months. Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any pOOr sales ofsubjed and comparables within one year of the date of appraisal: The subiect is not currentlv listed for sale nor has it sold durin2: the Dast vear. INDICATED VALUE BY SALES COMPARISON APPROACH ...... .., '" ..... .... ..................... ......$ 81,000 INDICATED VALUE BY INCOME APPROACH m AnnW-oble\ Eslimated Markel Rent $ nla 1Ma..' Gross Rent Mulilier nla = $ na This appraisal is made LKJ -as is- 0 subjed to the repai's, alteraoons, i1spections or condiOOns isted bebw 0 subject to completion per plans and specificaoons. Condoms of Appraisal: Personal nrone.-tv is not included in tbe valuation. This is a oomolete summarv reoort. The insoection date was 1/19/02 with the effectiye date of this reoort as of 11/26/02 the date of death of the owner_ Final Reconciliation: See Addendum . - The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that;n stated i1 the attached Freddie Mac Form 439lFannie Mae Form 10048 (Revised 6/93 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT. AS OF 11/26/2001 . (WHICH IS THE DAn; OF INSPECTION AND THE EFFECTTVE DAn; OF THIS REPORl) TO BE S 81,000 APPRAISl=g. /90;r/t!< SUPERVISORY APPRAISER (ONLY IF REQUIRED): Signature ~; - Signature o Did o Did Not Name Tammie K. Sheaffer Name Inspect Property Date RepOrt Signed 01/19/2002 Date Reoart Slaned Slate Certmcation # GA-000568-L State PA Slate Certification # State Or State license ., State Or State license ., State Fredd& Mac Fam 10 6.93 PAGE 2 OF 2 Thsbm_~onIhllAC1~Rapidfa""~{llOO)234.a127 Affiliated Appraisers & Consultants Fln'M Mae Fmn1004 6.93 Sa\'lI1gs Bond Calculator Page I 01' I , Update i Help Savinc ~ Value As Of 111/2001 Bond Info Series Denomination Serial Number Issue Date I EE Bonds -:J $11,000 -:J Resulls # Bonus Total Price Total Interest Total Value YTDlnt 5 $2,500.00 $2,184.80 $4,684.80 $207. Issue Interest Next Final Serial Number Issue Date Series Dcnom Price Interest Value Rate Accrual Maturity MI7354025EE 09/1986 EE $1,000 $500.00 $773.20 $1,273.20 4.00% 03/2002 09/2016 M6365226EE 08/1994 EE 1,000 500.00 212.80 712.80 4.23% 02/2002 08/2024 M6365225EE 08/1994 EE 1,000 500.00 212.80 712.80 4.23% 02/2002 08/2024 M6365224EE 08/1994 EE 1,000 500.00 212.80 712.80 4.23% 02/2002 08/2024 M I 7354026EE 09/1986 EE 1,000 500.00 773.20 1,273.20 4.00% 03/2002 09/2016 le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) h ltp :/\\'\\'\\'. pub licdebt. treas.go\' / ser\' letlSBCPrice 2/22/2002 ./ " " w \,l :.. I _- v;- \,l' - _ ~ '. _- : I II ~H!Z ~~!~!iW~~~~~~Hm!M.l "!'~"!!.i:'~\\\'\<J!!>mnln.\'ng\ 189 09 1089 7;, MARY C HEMPT 511 3RD ST NEW CUMBERLAND PA 17070-2016 1,.,111".111."1."111"".1,111",,,,11,11,111.11,,,11,1.,11 OR MICHAEL A HEMPT RDS-M 231372387-0011 0656953 083094 001 1:0000'100071:07 ~~~ .,~oobHI= 2 ~}bll'_m"" 189 09 1089 . 7;,MARY C HEMPT 511 3RD ST NEW CUMBERLANDPA 17070-2016 1",111."111,..1",111,,,,,1,'11,.,,,,11,11,,,,.11,,,11.1,,11 OR MICHAEL A HEMPT RDS-M 231372387-0011 0656953 083094 001 SERIES EE INTEREST CEASES.so y"....'S ...RO/oll ISSUE 0...11[ 08 1994 FRB PITT :09-08-94 Issu'i""OS:Nrs O..."NOST....... '0003i;52226 Mb3bS222bEE , ..,.- - .', "., ~~\\\\\~~'llj~~' ~~\\~'l~ SERIES EE INTEREST CEASES 3D YItA"" ""0/011 ISSUE DATE 08 1994 FRB PITT :09-08-94 .' ISSU'Y""E.H.S O...t1No;JST...... i;06'3652225 1:0000'100071:07 B~~ Mb3bS222SEE = bOO b:1 b 5222511' AA^Q ","",,,,,,~ ~ "ilr:\':',~, ,,'"'' "'''. -'" ,,' - . -, ~'.:.. r. :"''" ,- . _ _ ~. _ . I -.- ~ \'~Jl/.:..,.".",..,' ..~..h'':'~.S9;;~~I'/'''l!jJ~~~~.\\\\ " 'll,I "'...f' .=.J.:"~ "'. _ _: .. _. " I,., 1!~';~~"':J\~~' ".:~;::,~,.,lf"~~~,!"':":;~~"':~' ___ ___~ ,".. . -,' ~_ '. ' . . . , :. ,'_'_ _':.... ___' _ '. 'i{) liJJJ1J1~; 1!Uitl; !f~lr!l~W~@{I1!l~~'~~!tI~UlmJ1.l.. . -~~f/!!p;.~!;~\;';'i:~;,:~~\,~...:~i,. @'~I:UJ ''(\I;U'UtiS~\\);ft) Il{I)'rnt!\.'];tS~ '\..~,':,i'; II _AA~ _A ? - ", I w \,/ :.J , ,,-- , "": _- _-,~ .. . _- : I J I 1!UitlJ ~~!!~~~~~~'l\fllmfffi\.l.. >T"'.....TU~'"'.....""-....U. ~~~I1\'K~n~1l.m\U~1 SEIUES EE 189-09-1089 ,. , , " 9 1986 7fi '--', Mary C. Hempt 511 Third Street ' New Cumberland, Fa. 17070 OR Michael A. Hempt _. D"TlN" $T....~ teNs Bmrli, fU,: ' , SEP22'"'fM!f' ! .1 "iQ 1 ; 1. Ll~ ~y r..uMfr<;~LANJ.rA. "~ I i :1: , J311. .t~_l~: --' .~~" {! ,Mll35Lf02bEE ':0000'100071:07 ill 0';;'~~351,0 2E,II' , .\.- ~..,", . ," ~~ !'. '. l,I ~.:.~,' _~r.. ~ u: _- .-:, ~ 0', .- I .," ~~~\1.~~Vh~1t: ," W ~~~ti~~~l 1!lfitlJ !f~!1!~W~~(!~~!flfmlJ~.l.. ATTM''',UU.''''ME~'OfW'U.'U ~~ 11IUil",s\\W!ID ~.I~-r'R\\U;S\ SERIES EE 189-09-1089 9 1986 VI to<B Bank _,. \, " I ''l'~', Mary C. Hempt 511 Third Street New Cumberland, Fa. 17070 OR Michael A. Hempt NfEVl." CUMo~I~I." ~ . P} SEP2 'Z'jgStf' IlAr'",a ST....~ ':0000'100071:07 .,fi:-,-"-~'~."' ' = 00 l. 7 :l 5 I, 0 2 511' - """:""'~ - -~-~ Mll35Lf025EE ~.~ . ., ~"~ 1~~,\i\~\~V~,1ijl:. ~~$-\~\,\~\~~"Ii SERIES EE INTE~1E5T CEASES 30 YE..."s '''0'"' ISSUE DATE 189 09 1089 08 1994 1;, MARY C HEMPT FRB P HT 09-08-94 , ",su'''l'''GE..r', 511 3RD ST NEW CUMBERLAND PA 17070-2016 1...111...111...1...111.....1.111.....,11.11.....11...11.1..11 OR MICHAEL A HEMPT RDS-M 231372387-0011 0656953 083094 001 1:0000'100071:07 .~~~ ~_~~~__:_b~b_~~,~~LfE.~_ "ATlNG ST....~ 00'63652224 !~J/Ia :. !:J!lJJiIIJ FEDERAL CREDIT UNION Serving Members since 1938 \1,' ww. pacentraI feu .com Main - 959 East Park Drive Harrisburg, PA 17111 Branch - 25 West Main St. Shiremanstown, PA 170 II 717-564-4661 or 800-356-3875 fax 717-564-1503 January 24, 2002 Stone, LaFaver and Shekleski ATTN: David H. Stone 414 Bridge Street New Cumberland, P A 17070 RE: Michael A. Hempt Account #81905-014 Dear Mr. Stone: Michael A. Hempt maintained a share/savings account with our credit union. The balance in his share/savings account as of the date of his death was $78.67. Dividends posted to the account December 31, 2001 were $0.39. If you have any further questions, you may contact our otlice at (717) 564-4661 or toll tree (800) 356-3875 extension 112. Sincerely, ~~ In' I , \1 L .> :.' j- C/v.! 'j Tina Dechert Supervisor, Member Services ~~. Charney t-~ Ii ~~~~:.:I :-i)l) ~(l(Jlh ~1'\th '-.trCl'l J-j,uri:-;bun.:., ['A j7ji1i (717) 2:l.:?:-()l!7-~ 1-i'i"'S-:".:?:l)-297l (717) 2.12-hc)jLJ 11/\ January 17,2002 Stone LaFaveI' & Shekletski Attorneys At Law 414 Bridge Street Po Box E New Cumberland, PA 17070 RE: Estate of Michael A Hempt Social Security No, 202-46-5574 Date of Death: November 26, 2001 Dear David: In response to the letter that YOll have sent to liS concerning the above mentioned client, YOll will tind bclow a breakdown ofMr. Hemp!'s single account (4053-1272). Mr. Hempt only had a single accollnt with liS so therefore that is what the breakdown will only consist of. Please find the accollnt as follows: Fund/Stock Name Symbol # of Shares Share Price Value as of I a/o 11/26/0 I 11/26/0 1 Cornine: Ine GLW 53 10.23 $542.19 Homt:state P A Growth Class A HSPGX 104.11 11.47 $1194.14 Franklin Pennsylvania FRPAX 273.837 10.24 S2804.09 Harlev Davidson !ne HDJ 100 51.76 $5176.00 Hartford Cap Appreciation Fund C HCACX 45.746 24.89 $1138.62 Hartford G[obal Leaders Fund C HGLCX 67.109 13.84 $928.79 Merck & Co Inc MRK [00 67.05 $6705.00 Munder Future Tech Fund II MTFTX 465.983 4.38 $2041.0 I ()ualcomm Inc ()COM 20 60.40 51208.00 Rite Aid Corporation RAD 100 5.18 $518.00 Texas Instruments Inc TXN 100 32.45 $3245.00 Internet Capital Group ICGE 100 1.32 S132.00 MONEY MARKET VALUE 5306A2 TOT AL VALUE OF ACCT NOV 26 2001 525,939.26 Thank you for your time and patience in this matter and if you have any fm1her questions or concerns please feel welcome to contact Douglas T Charney at (717) 232-6974. Sincerely, n"L (....'="C'-<.--C..IO_~T\c'--~~C~'- Amanda J Balsavage '....) Client Service Specialist I't.._tl Lll,'" ",',,,rtrh" \:,'ld'l" . 'h ~;"'~ ;'~, 111 WaYl=tqipKt LOOI< FOR US. WE'LL GET YOU THERE. 01/18/2002 STONE LAF AVER & SHEKLETSKI 414 BRIDGE ST NEW CUMBERLAND P A 17070 The information which you requested on the account(s) of MICHAEL HEMPT DECEASED (Social Security Number 202-46-5574) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest 1000008044 CHECKING 03117/94 2122.06 .05 Balance at Date of 2122.1 I Death Account Ownership SOLE Name of Joint Owner. if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner. if any Date Ownership Was Established Additional lnfonnation Requested PLEASE COMPLETE W-9 s~~ere]Ylt; I/{lttty '1!';- KA THY OUN~ SENIOR SERVICES REP. PO. Box 171 I. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE I-B66-WAYPOINT (1-866-929-7646) . www.waypointbank.com -- {i~~ 561 DEPARTMENT OF TRANSPORTATION CERTIFICATE OF TITLE FOR A VEHICLE ~ ~' "" ,~~;~~', ",::;li!~";:;""~~~~'<!;.;;f:'I" I LT, 1,', [I h' 1'1'1 ::t', II.: .II:I:.J ::l.' I~' I--n "I.' ~11 "IP.i~ ;~ --'--_._--_._--_._._-_._-~,------------_._~_._-- 1\ 941661306000226-001 ~;; 1B4GH44R9PX668577 93 DODGE 46881391902 HE VEHICLE IDENTIFICATION NUMBER YEAR MAKE OF VEHICLE TITLE NUMBER 0;.';'" sw 0 I BODY TYPE 0", SEAT CAP UNLADEN WEIGHT 1/19/94 6/15/94 I OATEPA TITLED DATE OF ISSUE PRIOR TITLE STATE I GVWR GCWR nTlE8RANDS I 6/15/94 014213 0 OOOM. PROCO. DATE ODOMMILES OOOM STATUS .;e.... "~~. ~~~ I ~:~~ '%~. ; <i~' A:i' ODOMETER STATUS O-,o,cTUALI.llI.EAGE ,~ MILEAGE EXCEEOS THE MECH.AAllCAl UMITS 2- t.iOT THE AGTIJAL MilEAGE 3- NOT THE ACTUAL ""LEAGE-oOOMETER TAMPERINGYERIFIED 4_ EXEMPT FROM OOOMETER OISCLOSURE i;EGISTEREDOWNER(SI TlTLEBRANDS A-ANTlQUEVEHfCL.E C-CLASSfCVEHfClE F_ OUT OF COUNTRY r,-O'lO()IN.OllY"'Fr,O FOn"O'1 U.5 DISTRIBUTION H-AGRICULTURALVEHICLE l- lOGGING VEHICLE p. FORMERLY A POUCE VEHICLE R_ RECONSTRUCTED S-SmEETROD r ~ RECOVERED THEfT VEHICLE V- VEHICLE CONTAINS REISSUED VIN X -FORMERLYA TAXI MICHAEL A HP1PT 3790 MOUNTAINVIEW RO MECHANICSBURG PA 17055 IiRST LIEN FAVOR OF SECOND LIEN FAVOR OF DATE ~ If a second lienholder IS listed,uDon saf;sfaClion of the firslhen, the first lienholder must forward this Title 10 the Bureau of Motor Vef1ICIl!S WIth tile approptlatetormandfae ;IRSTLlENRELEASED " AUTHORIZED REPRESENTATIVE SECOND LIEN RELEASED ""'" UAllIM;ADDRESS " AU,,"ORIZEDREPRESENTATlVE . . MICHAEL A HEMPT 3790 MOUNTAINVIEY ~D MECHANICSBURG P~ 17055 . I certify as ot If><! date ot issue. the Off"(;~11 recoras of the Pennsylvama Department ~tT'"n.r,POtlt.rivn,otklcll''.).lHl..Pt;';;''''\$I''' .:.u."~"",....,-';I"'f<""'::I.lt",;"...luf"..,,,,, HOWARD YERUSALIM 'E ~=::.. , ~~i~ "."" '~~; IJ? ~ '^, YEAR When aPfllY"''J tor t,t~w'tt>ll co-owner, ott>e, tllan yOur SDOUSe. ct>eck one of these blocks. H IX) block IS chec.oo, l,Ue WI~ be ISSlJO'd as . TeMnrs '" Comrn:m" A 0 joint Tenant!. wlthRigN 01 SurvlVOl'!lhltlloodealh 01 one owner. hUe;o.o5 tothflSUfVIVIf"<IOWflCrl B 0 Terl/lnts '" Commoo Ion Clealh 01 one OW"", ,~t"'est of de<;ease<l owner goestoh,so't>erh,,,,s''',",slale', SIGNATURE "F Pl'RSnJ ArJ~~''''STERI''G [,~T1f LIEN DATE FIRSTUENHOLDER IF NOUEN CHECK BOX o ~=;.- ~~~~ ;i ~t tJ5 ;;if, NAME STREET ",,'. CIT' -...J 00 (J1 I--' I'\.) 00 (J1 (J1 STATE U'" DATE ZiP Th""nc!e-'S1Qned""'r...ovma'uappl,cat>Qnk>,Cen,foca,,,,,IT;(tetorhe,,,,n'C'edescflooo Doy.,. sub"",r to 1M ef1Cumb'''f1Ces and attie' legar ClaIms s~, /orm _e IF NO LIEN CHECK80X o Ii" SECOND LIENHOLDER "MOE ~':.= SIGNAruR~ OF APPlI(:A'H Cq ALJf>'''q lEJ SIGNER r = & - ~ S'GNATlJRE OF CO ~Pf" >CAW TTlE ~F ~UTH(''''l~I)SIGNER ~~' ,. ^::.~ ~"2l'J~,~,~!~'~~J~,'~!!I;~"~~~,1~~.W:':~~~:'~!~"!i!J\I!i.~,~,~~&\",;:~:::":.s!JiJrrJ(~,;,,!,!!i!!; STREET ~ F'" j> ,~1 ';;::''\0 ", "','::\\',i, i"\\""_~""""1 r . AUi-07-2002 02:01pm . . , .4..,&"&,,M.............. . WILTPM From-WAYPOINT BANK +T1 72367854 T-863 P.003/005 F-236 VI'" f w" """'J!"'''''........ .............. Borrower Posting Detail History I Account 50088025 HEMPT MICHAEL A Balances & m Ese Pmt Total Pmt 2=Esc Detail Tran Tran Code Date 41lT1J Tl;UL!'UOr - 4010 10/02/2001 - 4010 08/31/2001 - 9330 08/07/2001 - 4010 08/01/2001 - 4010 07/03/2001 - 4010 06/01/2001 12:12:02 Int Rate 7.875 Codes 'S'fatus Sehed Pmt 08/01/2002 Partl Prnt Int Paid-To 07/01/2002 Pmt Seq . 147.67 401.44 Principal Interest :J4./0-~ 34.48- 219.29 34.25- 219,52 34.03- 219.74 33.81- 219.96 33.59- 220.18 Escrow Fee/Other -m:mr 145.80 145.80 1040.11- 145.80 138.12 138.12 OAcbve N Do Not All 2314 + Unpaid Prin Balance --n:m:t1J 33381.48 33415.96 33450.21 33450.21 33484,24 33518.05 + F2=Hist Req F3=Exit F4=Field Help F7=Esc Hist F11=Tran Detail F12=Previous F18=Subset Opts . Inventory of the real andpersonal-estate of '. ' Michael A. Hernpt '--- deceased Description Value l I 38 ."70 Cash ',n Hand ABF-payroll check Checking Accounts Waypoint Bank-Checking Acct. Money Market Accounts Charney Inv. Group-Money Market Savlnqs Accounts PA :entral Federal Credit Union-Sav CCITUr.OL Stocks Charney Inv. Group-Corning, Inc. Charney Inv. Group-Franklin PA Charney Inv. Group-Harley Davidson Charney Inv. Group-Hartford Cap. Charney Inv. Group-Hartford Global Charney Inv. Group-Homestate PA Charney Inv. Group-Internet Capital Charney Inv. Group-Merck & Co., Inc Charney Inv. Group-Munder Future Charne:.i Inv. Group-Qualcomm, Inc. Charney Inv. Group-Rite Aid Corp. Charney Inv. Group-Texas Instrument ?eciera.l ~otes and Bonds Sl,COO :::E us Savings Bond dated Sl,OOO -- US Savings Bond dated 9 Sl,OOO EE US Savings Bond dtd. Sl,OOO EE US Savings Bond dtd. 8 51,JOO 2S ~ 1 ...... Savings Bond jtd. 8-94 0::0 Accrued Income 0.05 Total 2,122.2.1 i I tj I: II " II 542.19 Ii i: 2,804.09 II 5,176.00 Ii 1/ 1,138.62 I, il 928.79 1,194.14 I I I 132.00 i 6,705.00 I I 2,041.01 i 1,208.00 518.00 3,245.00 - - - - 306.42 8.67 25,6 2.84 1,273.20 1,273.20 712.80 712.80 I , 712.80 ! ---------~ I I j 4, 84.80 33, 08.54 I / 7-d 7-/.:5 "v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DAVID H STONE ESQ STONE ETAL 414 BRIDGE ST NEW CUMBERLAND PA 1707. DATE ESTATE OF DATE OF DEATH FILE NUMBER e.OUNTY ACN 10-07-2002 HEMPT 11-26-2001 21 01-1145 CUMBERLAND 101 - REV-15~1 EX AFP [0l-D2J MICHAEL A Anount Renitted 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 ~ REV=is4j-E3f-iFP--foi-::02Y-NcfficE--OF-YNHEifiTAifcE-o;fAX-A-PPRAisEirENi':--iLl-oWANCE-cfi------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HEMPT MICHAEL A FILE NO. 21 01-1145 ACN 101 DATE 10-07-2002 TAX RETURN WAS: [X) ACCEPTED AS FILED ) CHANGED 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/NotEls Recei vable [Schedule D) 5. Cash/Bank Dep(lsits/Misc. Personal Property [Schedule E) 6. Jointly Owned Property [Schedule F) 7. Transfers [Schedule G) 8. Total Assei~s (1) (2) (3) (4) (5) (6) (7) 8LOOO.00 30,317 .64 .00 .00 4,241.82 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expem;es/Adn. Costs/Misc. Expenses [Schedule H) 10. Debts/MortgagEI Liabilities/Liens [Schedule I) 11. Total Dedu(:tions 12. Net Value (If Tax Return 13. CharitablelGovernnental Bequests; Non-elected 9113 Trusts [Schedule J) 14. Net Value (If Estate Subject to Tax (9) (10) 24,560.85 36.944.78 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 115,559.46 61.505 63 54,053.83 .00 54,053.83 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect fi.gures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of LinE! 14 at Spousal rate (15) 16. Anount of LinE! 14 taxable at Lineal/Class A rate (16) 17. Anount of LinE! 14 at Sibling rate (17) 18. Anount of LinE! 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 27,026.91 X 00 = .00 27,026.92 X 045 = 1,216.21 .00 X 12 = .00 .00 X 15 = .00 (19)= 1,216.21 I\:CI...C.11"1 (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID [-) 02-26-2002 C:DOO0900 60.81 1,200.00 09-30-2002 Ii~EFUND .00 44.60- TOTAL TAX CREDIT 1,216.21 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . 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.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B [collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expresslY reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B [collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND [CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. [72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS. AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 [TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax [including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [57-) discount of the tax paid is allowed. The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one [1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six [67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 207- .000548 1992 97- .000247 1983 167- .000438 1993-1994 n .000192 1984 117- .000301 1995-1998 97- .000247 1985 137- .000356 1999 n .000192 1986 107- .000274 2000 87- .000219 1987 97- .000247 2001 97- .000247 1988-1991 117- .000301 2002 67- .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. /?-c27-/~ '<., BUREAU OF INDIVIDUAL T,'XES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U7 EX AFP '01-02) DAVID H STONE ESQ STONE ETAL 414 BRIDGE ST NEW CUMBERLAND PA 1701D DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-15-2002 HEMPT 11-26-2001 21 01-1145 CUMBERLAND 101 MICHAEL A Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure pr'oper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i"6cfj-E;3f-,\FP--foY.:02Y------...--iNHERITANCE-YAY-STA-fEMENY-cfF'-Accouiif--.-..---------------- ----- ESTATE OF HEMPT MICHAEL A FILE NO.21 01-1145 ACN 101 DATE 10-15-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-30-2002 PR I NC I PAL TAX DUE:: ........................................................................................................................................................................................................................... L 216.21 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-26-2002 CDOO0900 60.81 1,200.00 09-30-2002 REFUND ,00 44.60- TOTAL TAX CREDIT 1,216.21 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 iii IF PAID. AFTER THI$ DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATJ:ON OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LE,SS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS RI:FLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A IIEFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of the tax paid is allowed. PENALTY: The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (670) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 2070 .000548 1992 970 .000247 1983 1670 .000438 1993-1994 77. .000192 1984 1170 .000301 1995-1998 970 .000247 1985 1370 .000356 1999 77. .000192 1986 1070 .000274 2000 870 .000219 1987 970 .000247 2001 970 .000247 1988-1991 1170 .000301 2002 670 .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-01-1145 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF MICHAEL A. HEMPT, DECEASED LYNDA A. HEMPT, ADMINISTRATRIX LATE OF THE BOROUGH OF NEW CUMBERLAND Social Security No.: 202-46-5574 Date of Death: November 26, 2001 Date of Administratrix's Appointment: December 19, 2001 Date of Advertising Letters of Administration: Cumberland Law Journal - January 25, February 1, & 8, 2002 The Patriot News Co. - January 22, 29, & February 5, 2002 Accounting for the period: November 26, 2001 to May 21, 2003. Purpose of Account: Lynda A. Hempt, Administratrix, offers this account to acquaint interested parties with the transactions which have occurred during her administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Lynda A. Hempt 532 Reno Street New Cumberland, PA 17070 David H. Stone, Esquire Stone LaFaver Shekletski 414 Bridge Street New Cumberland, PA 17070 SUMMARY OF ACCOUNT Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 Page Proposed Distribution to Beneficiaries 14 Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts 1-4 5-7 Less Disbursements: Mortgages Payable Administration Expenses (prin) Fees and Commissions (prin) Funeral Expenses (Prin) 8 8-9 9 9-10 $ 321.95 9,001.12 12,083.78 2,425.00 Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 11 Income Receipts Less Disbursements 12 -13 Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Fiduciary Acquisition Value $56,819.57 $82,590.30 -2,137.05 0.00 $80,453.25 23,831.85 $56,621.40 0.00 $56,621.40 $ 198.17 0.00 $ 198.17 0.00 $ 198.17 $56,819.57 RECEIPTS OF PRINCIPAL Estate of Michael A Hempt As of OS/21/2003 Assets Listed in Inventory (Valued as of date of death) Cash on Hand ABF-payroll check Checking Accounts Waypoint Bank-Checking Acct. $0.05 Accrued Interest Money Market Accounts Charney Inv. Group-Money Market Savings Accounts PA Central Federal Credit Union-Sav Common Stocks Charney Inv. Group-Corning, Inc. 53 Units Charney Inv. Group-Franklin PA 273.837 Units Charney Inv. Group-Harley Davidson 100 Units Charney Inv. Group-Hartford Cap. 45.746 Units Charney Inv. Group-Hartford Global 67.109 Units Charney Inv. Group-Homestate PA 104.11 Units Charney Inv. Group-Internet Capital 100 Units Charney Inv. Group-Merck & Co., Inc 100 units Charney Inv. Group-Munder Future 465.983 Units Charney Inv. Group-Qualcomm, Inc. 20 Units Charney Inv. Group-Rite Aid Corp. 100 Units Charney Inv. Group-Texas Instrument 100 Units Federal Notes and Bonds $1,000 EE US Savings Bond dated $1,000 EE US Savings Bond dated 9 $1,000 EE US Savings Bond dtd. $1,000 EE US Savings Bond dtd. 8 Page 1 Fiduciary Acquisition Value $ 383.70 2,122.11 306.42 78.67 $ 542.19 2,804.09 5,176.00 1,138.62 928.79 1,194.14 132.00 6,705.00 2,041.01 1,208.00 518.00 3,245.00 ----------- 25,632.84 $ 1,273.20 1,273.20 712.80 712.80 RECEIPTS OF PRINCIPAL Estate of Michael A Hempt As of OS/21/2003 Page 2 Assets Listed in Inventory (Valued as of date of death) Fiduciary Acquisition Value $1,000 EE US Savings Bond dtd. 8-94 $ 712.80 $ 4,684.80 Residences Property located at 532 Reno St. 81,000.00 Misc. Personal Property 1993 Dodge Caravan SE Minivan 1,300.00 Refunds Commonwealth of PA-refund West Shore Credit Bureau-refund $ 35.00 15.92 50.92 TOTAL INVENTORY $115,559.46 RECEIPTS OF PRINCIPAL Estate of Michael A Hempt As of OS/21/2003 Receipts Subsequent to Inventory (Valued when received) Charney Invt. Group-add'l dod value Commonwealth of PA-refund on Inher TOTAL RECEIPTS SUBSEQUENT TO INVENTORY $ 11.07 44.60 Page 3 $ 55.67 RECEIPTS OF PRINCIPAL Estate of Michael A Hempt As of OS/21/2003 Adjustment to Carrying Values 12/11/2002 Value of house less mortgage still owing on property and assumed by Lynda Hempt Adjusted Value Value per Inventory TOTAL ADJUSTMENTS TO CARRYING VALUES SUMMARY Total Inventory Total Receipts Subsequent To Inventory Total Adjustments To Carrying Values TOTAL RECEIPTS OF PRINCIPAL $ 47,975.17 81,000.00 Page 4 $-33,024.83 $-33,024.83 $115,559.46 55.67 -33,024.83 $ 82,590.30 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 01/22/2002 Charney Inv. Group-Harley Davidson, Inc. stock 100 Units Net Proceeds Fiduciary Acquisition Value $ 5,384.00 5,176.00 Net Gain $ 01/22/2002 Charney Inv. Group-Franklin PA Tax Free Inc Fd stock 276.13 Units Net Proceeds Fiduciary Acquisition Value $ 2,835.86 2,827.42 Net Gain 01/22/2002 Charney Inv. Group-Internet Capital Group, Inc. stock 100 Units Net Proceeds Fiduciary Acquisition Value $ 117.00 132.00 Net Loss 01/22/2002 Charney Inv. Group-Rite Aid Corp. stock 100 Units Net Proceeds Fiduciary Acquisition Value $ 215.00 518.00 Net Loss 01/22/2002 Charney Inv. Group-Munder Future Tech Fd Cl II stock 465.983 Units Net Proceeds Fiduciary Acquisition Value $ 1,919.85 2,041.01 Net Loss Gain 208.00 8.44 Page 5 Loss $ 15.00 303.00 121.16 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 01/22/2002 Charney Inv. Group-Corning, Inc. stock 53 Units Net Proceeds Fiduciary Acquisition Value $ 461.10 542.19 Net ]:"01313 01/22/2002 Charney Inv. Group-Texas Instrument, Inc. 100 Units Net Proceeds Fiduciary Acquisition Value $ 2,670.00 3,245.00 Net ]:"01313 01/22/2002 Charney Inv. Group-Qualcomm, Inc. stock 20 Units Net Proceeds Fiduciary Acquisition Value $ 864.00 1,208.00 Net Loss 01/22/2002 Charney Inv. Group-Merck & Co., Inc. stock 100 Units Net Proceeds Fiduciary Acquisition Value $ 5,878.00 6,705.00 Net Loss 01/22/2002 Charney Inv. Group-Emerald Mutual Funds (Homestate PA Growth Fd Cl A) stock 104.11 Units Net Proceeds Fiduciary Acquisition Value $ 1,177.48 1,194.14 Net Loss 01/22/2002 Charney Inv. Group-Hartford Mutual Funds Inc. (Global Leaders Fd Cl C) stock 67.109 Units Gain Page 6 Loss $ 81. 09 575.00 344.00 827.00 16.66 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 Net Proceeds Fiduciary Acquisition Value $ 883.83 928.79 Net Loss 01/22/2002 Charney Inv. Group-Hartford Mutual (Capital Apprec. Fd Cl C stock 45.746 Units Net Proceeds Fiduciary Acquisition Value $ 1,113.00 1,138.62 Net Loss Total Gains and Losses Less Gain Net Loss Gain $216.44 Page 7 Loss $ 44.96 25.62 $2,353.49 216.44 $ 2,137.05 DISBURSEMENTS OF PRINCIPAL Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 Mortgages Payable Mortgage payable to Waypoint Bank 02/26/2002 Waypoint Bank-mortgage payments for Dec., Jan., & Feb. for $399.57 each 05/02/2002 Waypoint Bank-mortgage payments for March, April, & May 06/25/2002 Waypoint Bank-mortgage payments for June and July 08/23/2002 Reimbursement of August mortgage payment Check number 13 Administration Expenses (prin) 11/27/2001 Checks written by decedent but not cleared by bank until after death 01/25/2002 Probate fee Check number 2 01/25/2002 Cumberland Law Journal-advertising grant of letters Check number 2 02/26/2002 Lynda Hempt-Reimb. for car insurance by Erie Insurance Check number 4 02/26/2002 Waypoint Bank-mortgage payments for Dec., Jan., & Feb. for $399.57 each 02/26/2002 Register of wills, Agent-payment of Inheritance tax Check number 3 05/02/2002 Lynda Hempt-Reimb. on car insurance for Erie Insurance Check number 6 05/02/2002 Waypoint Bank-mortgage payments for March, April, & May 06/25/2002 Waypoint Bank-mortgage payments for June and July $ 105.48 107.57 72.90 36.00 $ 106.40 255.00 75.00 128.00 1,093.23 1,200.00 33.00 1,091.14 726.24 Page 8 $ 321.95 DISBURSEMENTS OF PRINCIPAL Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 08/23/2002 Reimbursement of August mortgage payment Check number 13 08/23/2002 Register of Wills-filing Inheritance Tax Return and Inventory Check number 11 12/11/2002 Reserve for filing First and Final Acct. and closing expenses 12/12/2002 Family exemption to Lynda A. Hempt 12/12/2002 Stone IJaFaver & Shekletski-Reimb. on advertising grant of letters in The Patriot News Fees and Commissions (prin) 01/22/2002 Charney Inv. Group-commission on sale of stocks 01/25/2002 Bridge Street Realty-apparaisal fee on property Check number 1 08/23/2002 Stone LaFaver & Shekletski-Attorney's fee Check number 12 12/12/2002 Stone LaFaver & Shekletski-balance due on Attorney's fee 12/12/2002 Lynda 1\. Hempt-Administratrix's commission Funeral Expenses (prin) 02/26/2002 Lynda Hempt-Reimb. on flowers for funeral by Heather Dunphy Check number 4 05/02/2002 Gingrich Memorial-marker Check number 5 06/11/2002 Gingrich Memorials-marker Check number 7 $ 365.44 25.00 300.00 3,500.00 102.67 $ 202.78 325.00 2,500.00 3,278.00 5,778.00 $ 400.00 1,045.00 380.00 Page 9 $ 9,001.12 12,083.78 DISBURSEMENTS OF PRINCIPAL Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 06/27/2002 Jaclyn Askins-cemetery lot reimbursement Check number 9 TOTAL DISBURSEMENTS OF PRINCIPAL $ 600.00 Page 10 $ 2,425.00 $ 23,831.85 PRINCIPAL BALANCE ON HAND Estate of Michael A Hempt As of OS/21/2003 Checking Accounts PNC Bank-Estate Checking Acct. Residences Property located at 532 Reno St. Less: Income balance on hand PRINCIPAL BAL~~CE ON HAND Page 11 Current Value Carrying Value $ 8,844.40 $ 8,844.40 47,975.17 47,975.17 $ 56,819.57 198.17 $ 56,819.57 198.17 $ 56,621.40 $ 56,621.40 RECEIPTS OF INCOME Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 Dividends Charney Inv. Group-Harley Davidson 12/28/2001 Charney Inv. Group-Harley Davidson dividend Charney Inv. Group-Merck & Co., Inc 01/02/2002 Charney Inv. Group-Merck & Co. Inc. dividend Charney Inv. Group-Money Market 11/30/2001 Charney Inv. Group-dividend on Money Market 12/31/2001 Charney Inv. Group-dividend on Money Market 01/31/2002 Charney Inv. Group-dividend on Money Market 02/28/2002 Charney Inv. Group-dividend on Money Market 03/28/2002 Charney Inv. Group-dividend on Money Market 04/30/2002 Charney Inv. Group-dividend on Money Market 05/31/2002 Charney Inv. Group-dividend on Money Market 06/28/2002 Charney Inv. Group-dividend on Money Market 08/28/2002 Charney Inv. Group-dividend on Money Market Total Dividends Interest PNC Bank-Estate Checking Acct. 02/14/2002 PNC Bank-Interest on Estate Checking Acct. 03/18/2002 PNC Bank-Interest on Estate Checking Acct. 04/16/2002 PNC Bank-Interest on Estate Checking Acct. 05/16/2002 PNC Bank-Interest on Estate Checking Acct. 06/17/2002 PNC Bank-Interest on Estate Checking Acct. 07/17/2002 PNC Bank-Interest on Estate Checking Acct. $ 3.00 35.00 0.32 0.25 4.95 20.99 20.16 21.75 20.60 17.41 9.32 115.75 $ 1.09 0.97 0.63 0.56 0.29 0.26 Page 12 $ 153.75 RECEIPTS OF INCOME Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 08/16/2002 PNC Bank-Interest on Estate Checking Acct. $ 4.43 09/17/2002 PNC Bank-Interest on Estate Checking Acct. 3.92 10/18/2002 PNC Bank-Interest on Estate Checking Acct. 3.68 10/31/2002 PNC Bank-Interest on Estate Checking 1. 42 ----------- 17.25 Waypoint Bank-Checking Acct. 12/14/2001 Waypoint Bank-interest on checking acct. $ 0.63 01/17/2002 Wa~)oint Bank-interest on checking acct. 0.64 1. 27 Total Interest Tax Exempt Interest: Charney Inv. Group-Franklin PA 12/20/2001 Charney Inv. Group-Franklin PA Tax Free Inc Fd 1.155 shs. pursuant to reinvestment of dividend $ 11.64 01/22/2002 Charney Inv. Group-1.138 shs. Franklin PA Tax Free Inc Fd pursuant to reinvestment of dividend 11.69 02/20/2002 Charney Inv. Group-Franklin PA Tax Fee Inc Fd dividend 2.57 25.90 Total Tax Exempt Interest TOTAL RECEIPTS OF INCOME Page 13 $ 18.52 25.90 $ 198.17 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Michael A Hempt For Period 11/26/2001 Through OS/21/2003 Page 14 To: Lynda A Hemp!: Property located at 532 Reno St. OS/21/2003 Property located at 532 Reno St. Current balance $ 47,975.17 $47,975.17 Total $ 47,975.17 To: Lynda A Hemp!: Residue of estate Cash -18,987.68 Total $-18,987.68 To: Corinne D Hempt Residue of estate Cash 6,958.02 Total $ 6,958.02 To: Julie L Hempt Residue of estate Cash 6,958.02 Total $ 6,958.02 To: Erin M Hempt Residue of estate Cash 6,958.02 Total $ 6,958.02 To: Michael A Hempt, Jr. Residue of estate Cash 6,958.02 Total $ 6,958.02 TOTAL PROPOSED DISTRIBUTIONS TO BENEFICIARIES $ 56,819.57 COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND Lynda A. Hempt, Administratrix under the Last will and Testament of Michael A. Hempt, deceased, hereby declares under oath (penalties of perjury) that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ~<l 0, '#~ Lyn A. Hempt, Admlnlstratrlx Sworn to and subscrjbed before me this ~ day of ~ ' 2003. ,Z;:: rn~ Notary Public. NOTARIAL SEAL TINA M. BURKEY. Notary Publ1c New Cumberland 80ro. Cumberland Co. My Commission Expires April 15, 2005 Inventory of the real andper:sonal-estate of : ~ ' Michael A. Hempt deceased Description Accrued Income Value Total Casr-. :-n Hand ABF-payroll check C~ar~ey Inv. Group-Hartford Cap. -" . 'v 0.05 . -- I 306.42 II I: I i 8.61 I 542.19 !] j: 2,804.09 II 5,176.00 I I 1,138.62 j , 928.79 I 1,194.14 I 132.00 I 6,705.00 2,041.01 1,208.00 518.00 3,245.00 ----- 25,6 2.84 1,273.20 1,273.20 I 712.801 I 712.80 712.80, ---------~ I 4, 84 .80 I -- ---- 33,.,Q8.54 Checking Accounts Waypoint Bank-Checking Acct. Money Market Accounts Charney Inv. Group-Money Market Savlngs Accounts PA :entral Federal Credit Union-Sav Co:r:r,cr, Stocks ~narney Inv. Group-Corning, Inc. :harney Inv. Group-Franklin PA Charney Inv. Group-Harley Davidson ctarney Inv. Group-Hartford Global Cha!':-,..ey Inv. Group-Homestate PA Charney Inv. Group-Internet Capital C~,ar::.ey Inv. Group-Merck & Co. , Inc C:-.ar-:J.ey Inv. Group-Munder :uture C::ar:1ey Inv. Group-Qualcomm, Inc. I....-.a::-ney !nv. Group-Rite Aid Corp. Charney Inv. Group-Texas Inst"rument -. . ~01:es and Bonds t ec.e!':::..L S1-.000 ~E US Savings Bond dated $l,JOO ~E US Savings Bond dated 9 $1,000 ::E US Savings Bond dtd. Sl,OOO ~~ US Savings Bond dtd. 8 S:',JCJ ::E: us Savings Bond atd. 8-94 Inventory Estate of Michael A Hempt From 11/26/2001 To 08/14/2002 Description Resicer.ces Proper~y located at 532 Reno St. Misc. Personal Property 1993 Dodge Caravan SE Minivan Refunds Commonwealth of PA-refund West Shore Credit Bureau-refund Accrued Income TOTAL FIRST PAGE INVENTORY BALANCE - 1 - Value 35.00 15.92 Total 81,000.00 1,300.00 50.92 82,350.92 33,208.54 $115,559.46 =========== COMMONWE,ALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: Lynda A. Hempt according to law, deposes and says that She is the Admin1.stratrix of the Estate of Michae 1 A. Hempt late of --N~w--Cumber l.andBor.ough u_____ - , Cumberland County, Pa., deceased and that the 'th" . n~ d b Lynda A. Hempt th 'd Admin1.stratr1.x WI In IS an Inve _ory ma e y -, e sal of the entire estate of !,aid decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. being duly sworn 532 Reno St. New Cumberland, PA 17070 Addr.ss 2001 Y.ar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inverltory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fidul:iaries Act of 1949. .c tJ' ::J 0 ).1, 0 ~ ; >- "d: -ti L() II ell '<2' I- W +J C:, '" c::: I- III -i >- W "'" 0.. n::l' QI r-l 0::: ~ l- e: -il u QI CIl I 0 0 VI (1) ).1, C t7I ~ W c::: w ::I:: (1)\ III Cl) -i I I 0 I- ~ LL ..01 ~ c Z I- ...J III .. I "'" 0 e: ~ 0 ...J == -i W LL W ~ ::J. 0 "'" .;. '"", :'\I , > Z c::: U - I , -i c , i Z 0 c (1) ~: ~ VI Z n::l (1)' 0 0 c::: u I Z 'I w "'" .c :z - I, ~ () "'0 .-l c I III I; :2:: - -.:: II 0 QI -" "'0 ...lO: QI E - cD 0 III ~ 0 II ....J U Li: = :~-.~._':' THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16,1929 Commonwealth of Pennsylvania, County of Dauphin} ss Michael Morrow being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and~ Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State! aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 22nd and 29th day(s) of Janaury and the 5th day(s) of February 2002. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has pl9rsonal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of D hin i Miscellaneous Book "M", Volume 14, Page 317. LETTERS ()F ADMINISTIt'p.l<I'" Letters of Administration on the .:Mirte of 1',\1- choel A. Hempt. late of the Borough of New Cumberland. County of. Cumberland and Commonwealth of PennsYlvania, deceaHd. have been granted to the undersigned. All persons Indebted to the said. Estate ore requested to make Immediate lOOyment and those having claims will pre..nt them without delay to: LYndaA.Hempt 532 Reno StrMt New Cumberland. PA 17070 Dllvld H. StoM._I.. STON. LaFAV.R" SH.KL.TSKI P.O. Box E New Cumberland. PA 17070 Notarial Seal Terry L Russ(lll. Notary Public Harrisburg, Dauphin County My Commission Expires June 6. 2002 Member, PennsylVania Association 01 Notaries PUBLICA TION COPY y commission expires June 6, 2002 STONE, LAFAVER & SHEKLETSKI 414 BRIDGE STREET NEW CUMBERLAND, PA. 17070 1- :;J.). I 1-). '1 1 d ~ 5~ c) .J- Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ Probating same Notary Fee(s) $ Total $ 100.92 1.75 102.67 Publisher's Receipt for Advertising Cost The Patriot Nl9WS Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By.................................................................... ~ ,I' . ... PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16,1929), P. L.1784 STATE OF PENNSYLVANIA: SSe COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: JANUARY 25, FEBRUARY 1,8,2002 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~//mlAA- Roger M. Morgenthal, Editor -.. Hempt. Michael A.. dec'd Late of the Borough of N~ C berland. um- Administratrtx: Lynda A Hem t 532 Reno Street, New Cumb';'~ land, PA 17070. Attorneys: David H St . S . one. Es- qUIre. tone LaFaver & Sh kI t ski P 0 e e- . . . Box E. New Cu b land, PA 17070. m er- SWORN TO AND SUBSCRIBED before me this 8 day of FEBRUARY. 2002 NOTARL~ SEAL LOIS E. SNVOER" No!t:'Y P';J,'::I!c Cat1isle 80m, Cumt:i!rf?<nd C~mty My COfAinis6.lon l':~re31~ ::>, 2005 r----c----- - Ci .). ..-' '). :~, (; 'l. 5 Account CooflrrMd absolutely and distribution dacreed In accordance with proposed IIched. .-1. of dlal.rlbution herewith. By the \ .' Oouft 1-.)!JA_{i t' t (: . 1'-r6-.f iJ- L . -J 1 ..... 1/,1. . ! \,J [fJ ...., o Z t'l , l~<.:-,- . }.jj iH~ nil! ~~llgl!?} ~llilll~~ ;hh\iU '" 115(1 - t '"I ~~ltlSl9. 'fH 5 : I. it _'!ll~hu ~. ~ a \ 'L: tl1 .. ~ " t""' Cl :. }> 2 > ~ :. ::1 ;:; ":I:j ~ ~ ~ .~. ~ :<l 0 ~ ~ trl t'" Gl -< .. l:tl > fT1 (J) r -~______(J) }> 8 Ro . +-t ;0 "0 R\ ?>- "~ [fJ > fT1 }> ;0 '_. -t ~ :"; .... '-l 0 t'l o z ::0:: '-l t"" o t'l ...., [fJ ::0:: ..... \ '~~- ........... l t '"d t-rj :::0 H o :::0 '"d u:l o t-3 u:l t<:! ;E> t:i Z t:i SS;t-rj u:lt:iH t-3 Z :::0 ;E> H t"" I:d c::: ;E> t-3 CJ H CJ o 0 Z c::: Z t-3 I-f"' '\J. Zt"" t<:!;E> :E:t-3 t<:! CJ C:::O ~t-rj I:d t<:!t-3 :::O~ t""t<:! ;E> ZI:d t:iO :::0 o c::: o ~ o t-rj Z o H Z :;d t<:! N I-' I o I-' I I-' 1-'( ~'- \J1 , t<:! u:l t-3 ;E> t-3 t<:! o t-rj ~ ~H t<:!CJ ~~ t-3t<:! t"" ;E> ilf:/FHi . ;:i,l~/!Ht . I ~ ~ -I;"~ _"~ &li f zr Ii ~ ~-~~3~1~11 .i&~ '.{S:f!;/!I11 ~\:f:i ~::H M ~~j~Q.-.' ~ 'f.f~~:'" \.\'Q.op' ~'~. , :~ est\mis\hemptdecree ~ IN RE: ESTATE OF MICHAEL A. HEMPT, LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. ;2 1 0 0 02 5 7 t:.2 j - Dl - I p-~ 5 AND ~EE AWARDING REAL ESTATE NOW, this ~ day of t1N ' 2003, at c.( =~O ~ .M., prevailing time, it appearing that the First and Final and Statement of Proposed Distribution of Lynda A. Hempt, o'clock Account Administratrix of the Last will and Testament of Michael A. Hempt, De- ceased, have been duly filed and advertised according to law and Rules of Court, and said First and Final Account and Statement of Proposed Distribution have been confirmed and approved by the above Court in and for Cumberland County, Pennsylvania, on August 26, 2003; and it further appearing that the said Administratrix has in her Statement of Proposed Distribution proposed to distribute certain Real Estate in kind to LYNDA A. HEMPT, in accordance with the provisions of the Last Will and Testament of Michael A. Hempt, Deceased, and the Court aforesaid having decreed distribution in accordance with said State- ment of Proposed Distribution. IT IS ORDERED, ADJUDGED AND DECREED that all right, title and interest of the said MICHAEL A. HEMPT, DECEASED, in and to -1- ALL THOSE CERTAIN lots of land situate in the Borough of New Cumberland, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: PARCl~L NO.1: BEGINNING at a point on the south side of Reno Street (60 feet wide) said point being the dividing line between Lots Nos. 62 and 63 on the hereinafter mentioned Plan of Lots; thence southwardly along said dividing line one hundred twenty-four and two- tenths (124.2) feet to a point on Brandt Avenue; thence westwardly along Brandt Avenue, twenty-five and fifty-five hundredths (25.55) feet to Lot No. 64 on said Plan; thence northwardly along said Lot No. 64, one hundred twenty-nine and six-tenths (129.6) feet to the south side of Reno Street; thence eastwardly along the south side of Reno Street, twenty-five (25) feet to the place of BEGINNING. BEING Lot No. 63 in a certain Plan of Lots laid out by D. R. Kebaugh, as recorded in Cumberland County Recorder's Office in Plan Book 1, Page 6. PARCEL NO.2: BEGINNING at a point on the south side of Reno Street sixty (60) feet wide, said point being the dividing line between Lots Nos. 63 and 64 on the hereinafter mentioned plan of lots; thence southwardly along said dividing line one hundred twenty-nine and six tenths (129.6) feet to a point on Brandt Avenue; thence westwardly along Brandt Avenue fifty-one and ten hundredths (51.10) feet to Lot No. 66 on said plan; thence northwardly along said Lot No. 66, one hundred forty (140) feet to the south side of Reno Street; thence along the south side of Reno Street eastwardly fifty (50) feet to Lot No" 63, the place of BEGINNING. BEING Lots Nos. 64 and 65 in a certain plan of lots laid out by D. R. Kebaugh, as recorded in the Cumberland County Recorder's Office in Plan Book 1, Page 6. EXCEPTING THEREFROM ALL THAT CERTAIN parcel of real estate situate in the Borough of New Cumberland, County of Cumberland, Pennsylvania, bounded and described as follows: BEGI1~ING at a point on the northern side of Brandt Avenue at the dividing line between Lots Nos. 65 and 66 on the hereinafter mentioned plan of Lots; thence along said dividing line, north 53 degrees 30 minutes east 6.86 feet to a point; thence along other lands now or late of Orval E. Barger and Miriam L. Bricker of which the premises -2- herein conveyed were a part, south 52 degrees 43 minutes east, 78.11 feet to a point on the dividing line between Lots Nos. 62 and 63 on said Plan;: thence along said dividing line, south 53 degrees 30 minutes west 12.87 feet to a point on the northern side of said Brandt Avenue; thence along said Brandt Avenue, north 48 degrees 24 minutes west 76.6~) feet to a point, the place of BEGINNING. The aforesaid premises being a part of Lots Nos. 63, 64 and 65 of the Plan of Lots as laid out by D. R. Kebaugh and as appear in Cumber- land County Recorder's Office, Plan Book I, Page 6. BEING the same premises which Miriam L. Bricker, now known as Miriam L. Brandt and Lloyd E. Brandt, by his Attorney in Fact Miriam L. Brandt" wife and husband, by their deed dated May 7, 1997, and recorded in Cumberland County Recorder of Deeds Office of Cumberland County, Pennsylvania in Deed Book 157, Page 618, granted and conveyed unto Michael A. Hempt, the decedent herein. UNDER AND SUBJECT, nevertheless, to all other conditions and restrictions of record, if any, as they may appear. is hereby awarded unto LYNDA A. HEMPT, in fee simple. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of the Decree be recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, among the deeds recorded in said Office, said Decree to be indexed in the Grantor Index against the ESTATE OF MICHAEL A. HEMPT, DECEASED, and in the Grantee Index to LYNDA A. HEMPT, pursuant to the Probate, Estates and Fiduciaries Code, Act of 1972, P.L. 164, Section 3536 (20 PA. C.S.A. 3536). J. -3- f'~'- ~ I rJ1 ...., 0 z z m t'l1 >- ~ 1l t-< '" > Cl ~ )> 0 ;;: --l ." I-tj i --l '" > 0 Ul t:lI [I) ;U Ul -< t'l1 ;U Z 0 m :::;; 0 m z t"" G> -< >- ::0 ~ m (f) r () ~ (f) )> 0 ,0 --l --l '" ;U 1l rJ1 '1j m r 0 > )> '" i:C m ::E >- ::; --l -< m 0 ~ 0 Z 'I t"" 0 m ...., 'JJ ~ .... -=====-~=:=.::::---. "-------------..,.. ~ \ '. !I-- i" /. , / IJ -\ / Li VI, STATUS REPORT UNDER RULE 6.12 Name of Decedent: Michael A. Hempt Date of Death: November 26, 2001 Will No. 21-01-1145 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ 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 with the Court? Yes X No (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____ No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be tached to this report. Date: If JC/o J Davl tone, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative