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Home My WebLink About09-16-05 (2) .. ,. II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICLi~L USE ONLY REV-1500 EX + (6.00) jFILE NUMBER , 21 i COUN~ODE ~ 0061 NUMBER YEAR ~ z w o w u w o I DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) I i Vaughn, Irene R. ! DATE OF DEATH (MM-DD-YEAR) SOCIAL SECURITY NUMBER 180-26-5005 I DATE OF BIRTH (MM-DD-YEAR) I 07-31-1922 THIS RETURN MUST BE FILED IN.DUPLlCATE WITH THE (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) REGISTER OF! WILLS I SOCIAL SECURITY NUMBER I o 3. Remainder Return (date of deat~ prior to 12-13-82) o 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Depo$it Boxes 12-16-2004 UJ >- ~~(f) u!>:'" UJ"-u J:oo u!>:.J ,,-Ill "- <t: >- z UJ c z o "- IJ) UJ !>: !>: o U o 2. Supplemental Return ~ 4a. Future Interest Compromise (date of death after L' 12-12-82) ~ 6. Decedent Died Testate (Attach [J 7. Decedent Maintained a Living Trust (Attach copy of Will) . copy of Trust) D 9 Litigation Proceeds Received [] 10 Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9 n,', 13(A) ('\ttach Sch 0) . : . 12-31-91 and 1-1-95) n'l&i$E,C1'10N'..MlJS.Te$CoMf>L~TEIl;ALRi.lORRE~po~pENc;eANQC;QNF"Qe~TIALTA~i~FORMATION&HOuilll E1E DIRECTS TO: NAME COMPLETE MAILING ADDRESS Jerry A. Weigle, Esquire FIRM NAME (If applicable) I Weigle & Associates, P.C. i TELEPHONE NUMBER i 717-532-7388 I 1. Real Estate (Schedule A) ~ 1. Original Return D 4. Limited Estate 126 East King Street Shippensburg, PA 17257 (1 ) OFF~AL U~ErL Y I ' ) .. I I .rh "J 504,000.00 20.00 -, 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (2) (3) (4) (5) (6) (7) ~ C', None 11,000.00 7,096.66 z o i= <( ..J ::> ~ a:: <( u w IX: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 47,605.92 184,916.99 1.-,'1, . . ~- I None " ,:y \) t'l 2,390.82 (8) . 524,507.48 (9) (10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11 ) 232,522.91 .291,984.57 0.00 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 291,984.57 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 0.00 x .00 (15) 0.00 z o i= <( f- ::> a.. :::E o u x <( ~ 16.Amount of Line 14 taxable at lineal rate 291,984.57 x .045 (16) 13,139.31 17. Amount of Line 14 taxable at sibling rate 0.00 0.00 x .12 (17) 0.00 x .15 (18) 0.00 (19) 13,139.31 -----.-----+---- 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. [R] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >>BE SURE TO ANSWER Al.L QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00: " . /Decedent's Complete Address: / STREET ADDRESS / 360 Running Pump Road ,/ CITY Newville I STATE P A i I IZIP 17241 I Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 13,139.31 Total Credits (A + B + C) (2) -, 3. Interest/Penalty if applicable D. Interest E. Penalty 4. Total Interest/Penalty (0 + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theDVERPAYMENT. Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBAlANCE DUE (3) (4) 5. (5) (5A) (5B) 13,139.31 13,139.31 Make Check Payable to: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;............................. ................................................ 0 :: ~::::~ :h~e~;~~i:~:~s:~~;~s~~~. .~~~~~ .u.~.~. t.~~. :.~.~:.~.~:. t.~a.~.s.~e~r~.~. .~.~ .i.t~. ~n.c.~.~~;............................~~::::::::::: ::..... B d. receive the promise for life of either payments, benefits or care?.......................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................ ............................... --.... ............................................... PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BL CKS No ~ ~ ~ ~ ~ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................ ............... .......................... .................... ..... '.' ..... ....... ... .... 0 ~ 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 stalements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE evieve V. Hock 21 Hilltop Lane Newville, PA 17241 ii/if/tiS DATE ADDRESS 300 Running Pump Road Newville, PA 17241 ADDRESS 126 East King Street Shippensburg, PA 17257 / /'-//t7S- before January 1, 1995, the tax rate imposed on the net value of transfers to or f~r the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1. (i)]. For dates of death on or after January 1, 199 ,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statutedoes not exempt a transfer to a surviving spouse from tax, and the statutory requiremerjts for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)). A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. II f. ", Rev-1502 EX+ (6-98) . SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 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 wotJ'd be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VAUUE AT DATE C)>F DEATH 1 360 Running Pump Road, Newville, Hopewell Township, Cumberland County, PA- sold 07/07/2005 504.000.00 TOTAL (Also enter on Line 1, Recapitulation) . 504.000.00 (If more space is needed, additional pages Dfthe same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) T I 1, Rev-1503 EX+ (6-98) ESTATE OF SCHEDULE B STOCKS & BONDS II FILE NUMBER 21-05-0061 Vaughn, Irene R. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space IS needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ITEM CUSIP VA~UE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE F DEATH 1 Cumberland Valley Cooperative Association - two (2) . 20.00 shares of stock, liquidated 2/17/2005 I , TOTAL (Also enter on Line 2, Recapitulation) ! 20.00 .. ! Form PA-1500 ScheduleS (Rev. 6-98) , I l' I '" Rev-1507 EX- (6-98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 Account Receivable - James Burchfield, Jr. VA(UE AT DATE bF DEATH 11.000.00 TOTAL (Also enter on Line 4, Recapitulation) 11.000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98) " , . Rev-150B EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Cash in bank safe deposit box VA~UE AT DATE OF DEATH 2.00 2 Cash on hand at date of death 127.89 3 Peoples Benefit Life Insurance Company - premium refund 16.40 4 Refund check on hand at date of death 4.51 5 Sprint - refund 8.78 6 United American Insurance Company - premium refund 309.70 7 Cornerstone Federal Credit Union - Savings Account #6639-01 28.76 8 Cornerstone Federal Credit Union - Checking Account #6639-07 93.46 9 County Tax Proration at real estate settlement 121.16 10 Personal Property - gross proceeds of public sale held OS/21/05 5,639.00 11 Personal property specifically bequeathed 745.00 TOTAL (Also enter on Line 5, Recapitulation) 7,096.66 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleE (Rev. 6-98) II '. Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET;s yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE EXCLUSION NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER ATTACH A COpy OF THE DEED FOR REAL ESTATE. 1 M T Savings Account #01500421124261 - jointly 5.390.68 100.000 3.000.00 2.390.68 owned with Josephine L. Burchfield, daughter, opened 12/13/2004 Accrued income on Item 1 through date of death 0.14 100.000 0.00 0.14 TOTAL (Also enter on Line 7, Recapitulation) 2.390.82 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleG (Rev. 6-98) II . I I 1 REV.1151 EX+ (12.99) )~ ~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRA TIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-05-0061 ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOlUNT See continuation schedule(s) attached 8,224.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Genevieve V. Hock Howard Leslie Vaughn Social Security Number(s) I EIN Number of Personal Representative(s): 206-32-3983 168-36-8305 Street Address 21 Hilltop Lane City Newville State Year(s) Commission paid 2005 See continuation schedule(s) attached PA Zip 17241 18,736.00 2. Attorney's Fees Weigle & Associates, P.C. 19,485.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills, Cumberland County 367.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 793.92 TOTAL (Also enter on line 9, Recapitulation) 47,605.92 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) I. Rev-1502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES contin ued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21-05-0061 Vaughn, Irene R. ITEM NUMBER DESCRIPTION 1 Cumberland Valley Memorial Gardens - monument 2 Fogelsanger-Bricker Funeral Home Subtotal Copyright (c) 2002 form software only The Lackner Group, Inc. II !AMOUNT 995.00 7.229.00 8.224.00 Form PA-1500 Schedule H-A (Rev. 6-98) II I . Rev-1502 EX+ (6-98) *" . , , SCHEDULE H-B1 PERSONAL REPRESENTATIVE'S COMMISSIONS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 ITEM NUMBER DESCRIPTION AMOUNT 1 Genevieve V. Hock - Co-Executor Commission, 21 Hilltop Lane, Newville, PA 17241 9.368.00 2 Howard Leslie Vaughn - Co-Executor Commission, 300 Running Pump Road, Newville, PA 17241 9.368.00 Subtotal 18.736.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B1 (Rev. 6-98) , I I. Rev.1502 EX+ (6.98) ,*' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS contin ued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal - advertising Letters Testamentary 75.00 2 George L. Ebener & Associates - appraisal fee 200.00 3 Howard Leslie Vaughn - reimbursement for repairs ($60.00) and landfill costs ($160.55) 220.55 4 Linda K. Klein - notary fees 26.50 5 M & T Bank - estate checks 8.62 6 News Chronicle - advertising Letters Testamentary 101.00 7 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 15.00 8 Register of Wills, Cumberland County - filing Family Settlement Agreement 100.00 9 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 47.25 Subtotal 793.92 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 ScheduleH-B7 (Rev. 6-98) II " ReY.1512 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Ameriquest - mortgage payoff at real estate settlement VALuE AT DATE OF DEATH 100.238.52 2 Andorra Radiology Associates 27.00 3 Cornerstone Federal Credit Union - Savings Account #6639-01, debit to account after date of death 10.58 4 Cornerstone Federal Credit Union - Checking Account #6639-07, checks clearing account after date of death 93.46 5 Cumberland County Redevelopment - mortgage payoff at real estate settlement 14.220.00 6 lowe's - credit card balance 800.02 7 M & T Bank - balance of line of credit account 2.450.18 8 M & T Bank - line of credit payment 58.96 9 M & T Bank Bankcard - credit card balance 7.859.23 10 Masland Associates 15.00 11 PNC Bank - mortgage payoff at real estate settlement 29.478.80 12 PPl Electric Utilities 102.76 13 PPl Electric Utilities 56.55 14 PPl Electric Utilities 47.60 15 PPl Electric Utilities 40.47 16 PPl Electric Utilities 36.48 Total of Continuation Schedule(s) See attached page TOTAL (Also enter on Line 10, Recapitulation) 184,916.99 , (If more space IS needed, additional pages of the same size) Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) , I \ I . . Rev-1512 EX+ (6.98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vaughn, Irene R. FILE NUMBER 21-05-0061 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 17 PPL Electric Utilities 22.30 18 PPL Electric Utilities 14.77 19 Real Estate Settlement Expenses - including 1% realty transfer tax ($5,040.00); 2005 County Taxes ($273.32); overnight fees to Federal Express ($45.00); and Orrstown Bank certified check fee ($20.00) 5,378.32 20 School Tax Proration at real estate settlement 20.88 21 Sears Card - credit card balance 743.04 22 Shetron Auction & Equipment - expenses of public sale held OS/21/05 20.292.42 23 Timmons Oil, Inc. 43.01 24 Weigle & Associates, P.C. - balance owed at date of death regarding Ameriquest case 2,866.64 TOTAL (Also enter on Line 10, Recapitulation) 184,916.99 , Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) II , ' REV-1513 EX" 19-00) . . . , , SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Vaughn, Irene R. 21-05-0061 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) 00 Not List Trustee/51 I. TAXABLE DISTRIBUTIONS [include outright srrousal distributions, and ransfers under Sec. 9116(a)(1.2)] 1 Josephine Burchfield Daughter China Closet 48,941.60 4 Vaughn Road 400; 1/6 Newville, PA 17241 residuary AO J::A4 ~n 2 Genevive V. Hock Daughter Clock 75; 1/6 48,616.60 21 Hilltop Lane residuary Newville, PA 17241 48,541.60 , 3 Connie Jean Cramer Kitzmiller Granddaughter 1/18 residuary 16,180.53 30 Countyline Lane Newburg, PA 17240 4 Barbara Ann Cramer Lindsey Granddaughter 1/18 residuary 16,180.53 1178 - I Lake Shore Boulevard Jacksonville, FL 32205 5 Judy Ann Nurnberg Daughter Cupboards (48,691.59 Box 559 150; 1/6 I , Morgantown, PA 19543 residuary ..n r'.... J::t'll See continuation schedule attached Continuation 1n3,373.72 Total 2~1 ,984.57 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE , B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copynght (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Sch~uleJ (Rev. 6-9B) " SCHEDULE .. BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Irene R. Vaughn 180-26-5005 12/16/2004 , Item Name and Address of Person(s) Share of Estate I Amou~t of Estate Number Receiving Property Relationship (Words) ($$$) 6 Cindy Mae Cramer Reedy Granddaughter 1/18 residuary 16,180.53 362 Sand Marino Avenue Vallejo, CA 94589 7 Howard Leslie Vaughn Son 1/6 residuary I 48,541.59 300 Running Pump Road Newville, PA 17241 8 Paul L. Vaughn Son Wall Clock 10; 1/6 48,551.60 208 East Second Street residuary 48541.60 Waynesboro, PA 17268 9 Roger Lee Vaughn Son Dry Sink 100.00 28 Vaughn Road Newville, PA 17241 Total 113,373.72 1 11 t .,1 I I. LAST WILL AND TESTAMENT I, IRENE R. VAUGHN, of R. D. #5, Box 580, Newville, Hopewell Tdwnship, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revo~ing and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved husband, HOWARD G. VAUGHN, absolutely. THIRD. In the event my said husband should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath my said estate as follows: A. I give and devise a three and one-half acre tract of unimproved land from my farm situate in Hopewell Township, Cumberland County, Pennsylvania, to each of my hereinafter-named children who have not received said gift during my lifetime: GENEVIVE V. HOCK, PAUL 1. VAUGHN, and JUDY ANN NURNBERG. Each beneficiary shall have the choice of the three and lone-half acre tract he or she desires, the choice to be made in the order of listing of beneficiaries. Each beneficiary shall pay the cost of deed prE\paration and all subdivision costs incurred in connection with the transfer of real ,-sl ~_ \=< \( O-AA=7~) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 t ...' , ,. estate, including survey and recording costs. In the event that any of the aforementioned children receive a gift of a tract of land from my farm during my lifetime, this paragraph shall become null and void with respect to said beneficiary. B. I do hereby acknowledge that the gun cabinet presently located in the sewing room of my house is the sole and exclusive property of my son, Roger Lee Vaughn, and is being stored in my house. C. I give and bequeath the old clock that belonged to Harry Vaughn to my daughter, GENEVIVE V. HOCK, for her life so long as she desires to use the same. Upon the death of Genevive V. Hock, or at such prior time as she no longer desires to use the aforementioned clock for herself, I give and bequeath said clock to the youngest of my children then living. D. I give and bequeath the antique china closet to my daughter, JOSEPHINE BURCHFIELD. E. I give and bequeath the wall clock presently located in my living room to my son, PAUL L. VAUGHN. F. I give and bequeath the Grandfather Clock presently located in my living room to my son, LESLIE H. VAUGHN. G. I give and bequeath the dry sink presently located in my dining room to my son, ROGER LEE VAUGHN. /" , --J- ~~- )~ '< 0--1..~1~) -2- MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 11S EAST KING STREET - SHIPPENSBURG, PA. 17257 .' ,.,. H. I give and bequeath the hutch cupboard and corner cupboard presently located in my dining room to my daughter, JUDY ANN NURNBERG. I. I direct my Executor to erect a grave marker on the lot of my deceased daughter, Sara Jane Cramer, located in the Cumberland Valley Memorial Gardens, Carlisle, Pennsylvania. J. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my children, on a per stirpes distribution basis. FOURTH. I nominate, constitute and appoint JERRY A. WEIGLE, Esquire, to be the Executor of this my Last Will and Testament; if he be unable to fulfill the duties of Executor, I then nominate, constitute and appoint DAVID P. PERKINS, Esquire, to be the Executor of this my Last Will and Testament. FIFTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, IRENE R. VAUGHN, have hereunto set my hand and seal to this my Last Will and Testament, written on three pages, the first two pages signed for identification only, this ) ~ay of lYJ ~ , 1988. 3 l J1 Lr~ \Q.. \( ~~AL) -3- MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 , I I . ,. This instrument was by the Testatrix, IRENE R. VAUGHN, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of eacb other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. {;,,, j.,' ;(, jl ".'~'- 7' ~.J 1\'), 'L) /1...:' rL-<'i. .) ; ~... .......- /1" ') \ ~li~1CS'(lC(l I.P') ," '--i~"") II (I" /\ 'd~U,., ,I I COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, IRENE R. VAUGHN, the Testatrix whose name is signed to the f~regoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willing1y; and that I signed it as my free and voluntary act for the purposes therein expres$ed. {g~ I<.Y~ Sworn or affirmed to and acknowledged before me by IRENE R. VAUGHN, the Testatrix, this I'U day of /Y>cuc..J.... , 1988. Yn~ C. ~~ Mary E. Seavers, Notary Public 5hlppenaburg. PA Cumberland County My COmmiselon Explree July '0. 1990 ,""., \.. MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 \ I . ' ' 1 .. COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND We, d ) ( ~(Li/:. -! ,i ,/< ;C/ - - "(.1:,. f"'i...(, -~;. C:"_ ' and ./\\\;\v\ i V, f ' I A \ \ -_~ _ \. .~ 1)1. /\1,11(1 / the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw T~statrix, IRENE R. VAUGHN, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. L) / l'i ( "rC~(.J>>" I (" / . J lj /V il~-i.,;.. .e .J I' ~ "', I -. "y\\'tC'j\JC\ C. ,/...\ ',;f.) U); yii Sworn or affir~~~ to a~~ s~Rscri~ed before me by l :€--fu ,\./ J;. ..p/lj i'1A/C v. and'(i~(\ ("\'('1 i\C>. '(1., ,P (;(\Yl) /' witnesses, this /6 a ~ day of metA cL , 1988. -rr;~ c. v1.~ Mary E..Soavers, Notary Public SI1lppensburg,PA'" Cumberland Countj( My Comllllsslon Expires July'll. 1990 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 ." , , . ,... CODICIL TO LAST WILL AND TESTAMENT OF IRENE R. VAUGHN, DATED MARCH 16, 1988 I, IRENE R. VAUGHN, of 360 Running Pump Road, Newville, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, having made my Last Will and Testament dated March 16, 1988, do hereby make, publish and declare this to be a Codicil to my said Last Will and Testament. I hereby revoke Pargraph TIllRD I. of my Will in its entirety. I hereby revoke Paragraph TIDRD J. of my Will in its entirety and substitute the following language: TIDRD. J. I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to the following persons: 1. ONE SHARE to my daughter, GENEVIVE V. HOCK, on a per stirpes distribution basis. 2. ONE SHARE to my son, HOWARD LESLIE VAUGHN, on a per stirpes distribution basis. 3. ONE SHARE to my daughter, JOSEPIDNE L. BURCHFIELD, on a per stirpes distribution basis. 4. ONE SHARE to my son, PAUL L. V AUGHN, on a per stirpes distribution basis. 5. ONE SHARE to my daughter, JUDY R. NURENBERG, on a per stirpes distribution basis. 6. ONE SHARE to be divided equally among the children of! my deceased daughter, SARA JANE CRAMER, who are living at my death namely BARBARA ANN CRAMER, CINDY MAE CRAMER, and CONNIE JEAN CRAMER. CJ MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397 . . " \,) ..,. , I I hereby revoke Paragraph FOURTH of my Will in its entirety and in lieu thereof provide as follows: FOURTH. I nominate, constitute and appoint my daughter, GENEVIVE V. HOCK, and my son, HOWARD LESLIE VAUGHN, or the survivor thereof, to be the Co-Executors of this my Last Will and Testament. I hereby add Paragraph SIXTH to my Last Will and Testament as follows: SIXTH. It is my specific intent and desire to omit my son, ROGER L. VAUGHN, from any distribution under my Last Will and Testament, dated March 16, 1988, except for the dry sink given and bequeathed to him under Paragraph TIDRD G, as I have otherwise provided for him during my lifetime. In all other respects, I hereby ratify and confirm my said Last Will and Testament except insofar as any part thereof is revoked or modified by this Codicil. IN WITNESS WHEREOF, I, IRENE R. VAUGHN, have hereunto set my hand and seal to this, a Codicil to my Last Will and Te~ent, writt;;?.1~}7'o (2) pages, the first page signed for identification only, this ~ ~.r day of '-'''''''f~ ' 2000. 8' ..JJ~ ~ , \/ v MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 . ~ t , I ., This instrument was by the Testatrix, IRENE R. VAUGHN, on the date hereof, signed, published and declared by IRENE R. V AUGHN to be a Codicil to her Last Will and Testament, dated March 16, 1988, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF CUMBERLAND I, IRENE R. VAUGHN, the Testatrix whose name is signed to the foregoing Codicil, having been duly qualified according to law, do hereby acknowledge that I, signed and executed the instrument as my Codicil to my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. e~~ ~ v Sworn or affrrmed to and acknowledged before me by, I~~~ R. V ~J.H>>, the Testatrix, this '2-uttjday of fvF ,2000. (\ cJ ' NOTARIAL SEAL Jerry A. Weigle, Notary Public Shippensburg, PA Cumherland County M Commjc~-i;'r: L , 07 2002 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397 . . . , , I I'. COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF CUMBERLAND We, . JIo/lri anL The witnesses who names are signed to e foreg g instrument, ing duly qualified according to law, do depose and say that we were present and saw IRENE R. VAUGHN, the Testatrix, sign and execute the instrument as a Codicil to her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the Codicil as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Wk/~c?1~~ /' ~P~:>j2L . /~ NOTARIAL SEAL Jerry A. Weigle, Notary Public Shippen~b~rg, PA Cumberland County M Comml~~100 :::":.{s::tQ2~r 07 2002 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 I' I I' "I It. REV.48$ EX + 1,.8$) * SAFE DEPOSIT BOX INVENTORY COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION POST OFFICE 80X 8327 HARRISBURG, PA 17105.8327 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO 1BOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER. 180 -db - 50tJS DATE OF DEATH /~-/~-OLf (CITY) Rd. VI" I SON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (STATE) (ZIP CODE) '(J ;J ifl V ~eA L"..; (CITY) (STATE) (ZIP CODE) P.A /1 ~<l-f a. ... Vau5 j,rJ J ~. MM.(' 12d. (STATE) pfr (ZIP CODE) 112-1./-1 (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) c. (NAME) (RELATIONSHIP) (STREET ADDRESS) (CITYI (STATE) (ZIP CODE) . NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) M-+- -r 'Bank:.. (STREET ADDRESS) (STATE) (ZIP CODE) Wed nc,L1-- "'&Ho'f'l"\. 'i<d. 7257 . NAME OF PERSON MAKING LAST ENTRY J h L DATE OF CON RACTTO RENT BOX -~I- 19 NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) .... (NAME) cren~V\eve.. \j \--bC)L l-ten.OClrd L Vo..u.~h(') :r ej (STREET ADDRESSI (STREET ADDRESS) Ll .t.k\L-hf G-J 30D ~u.nnjf"\) MM.p Rq1. (CITY) (STATE) (ZIP CODE) (CITY) (STATE) I (ZIP CODE) NQ..WIIIUt... 'P,A-- \'12l.f..( \I.ll..t.. 'PJ- 11)2 iff . . NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY 7a~~ fV(p(h~ E,sA ~r(,h \b~ IQaB. t1-oLoord G- Vo~hf\ .'~ - lbs~ VIlI'll ~les~4./'\1'I\.+ WAS A WILL IN THE BOX? 'YES DNO If y.., a. Oat. of will: . b. Name and address oJ p.rsonal repre.entative, iJ named in the will (NA:.\E) (STREET ADDRESS) (CITYI (STATE) , (ZIP CODE) c. Name and address of attorney, If any (NAME) (STREET ADDRESS) (CITYI (ST A TEl (ZIP CODEI .11, , r I. ,. Page of SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and dass of stock. (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, Le., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. IBearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM NO. ITEM DESCRIPTION bo..( pA- 11'l\.{ .. I certify under penalty of perjury that the above record is correct and complete to the best of my knowledge and belief. Sir~ure I' , , ,,~~~ U' lfI-iJc..-~ '*~ /t:/~/ "t Name and Title ' ~e It)(). () I'eu e.... U. ~ L . O/1/lt-tf?d L t/ ~ /U ) / NOTE: Attach additional 8112" x 11" sheet(s) if necessary or use duplicates of this page of form. Date 1-;;1. 4-05 . II ,1 I' I, .. 'A. Settlement Statement U.S. Department of Housing and Urban Development B. Type of Loan OMB No. 2502-0265 REV. HUD-1 (3/86) 1. OFHA 2. OFmHA 3. OCony. Unins. \ 6. File Number I 7. Loan Number I 8. Mortgage Insurance Case Number 4. OVA 5. OCony. Ins. 051553REIFF C. Note: IS arm IS TUmlsneo 10 gIve you a S\alemen, 0 aClual. selllemem cas s. "moun s palo 0 ana oy lr e selllemem agem are snown. I TitleExpress Settlement System Items marked '(p.o.c.)' were paid outside the closing; they are shown here for information purposes and are not Included In the totals. WARNING: It Is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon Printed 08/03/2005 at 15:28 RLH convtctlon can Include a fine and Imortsonmenl. For details see: Tille 18 U. S. Code Section 1001 and Section 1010. I D. NAME OF BORROWER: Mark A. Reiff and April R. Reiff ADDRESS: E. NAME OF SELLER: Estate of Irene R. Vaughn ADDRESS: o. F. NAME OF LENDER: ADDRESS: G. PROPERTY ADDRESS: 360 Running Pump Road, Newville, PA 17241 Hooewell Townshio H. SETTLEMENT AGENT: South Central Home Settlements, Inc., Telephone: 717.532.7387 Fax: 717.532.6552 PLACE OF SETTLEMENT: 126 East Kina Street Shiooensbura. PA 17257 I. SETTLEMENT DATE: 07/07/2005 J. SUMMARY OF BORROWER'S TRANSACTION: K, SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales price 504 000.00 401 . Contract sales mice' 504.000.00 102. Personal Prooerty 402. Personal Property 103. Settlement charaes to borrower (line 1400) 6 279.00 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance Adiustments for items paid by seller in advance 107. County taxes 07/07/05 to 12/31/05 121.16 407. County taxes 07/07/05 to 12/31105 121.16 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 510400.16 420. GROSS AMOUNT DUE TO SELLER 504121.16 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER ~~ Deposit or earnest money 50 400.00 501. Excess Deposit (see instructions) 50 400.00 202. Principal amount of new loans 502. Settlement charaes to seller (line 1400) 5 378.32 203. Existina loan(s) taken subiect to 503. Existina loan(s) taken subiect to 204. 504. Payoff of First Mortaaae Loan 100238.52 Ameriauest 205. 505. Payoff of Second Mortaaae Loan 29 478.80 PNC Bank 206. 506. Payoff of Third Mortaaae Loan 14220.00 Cumberland County Redeveloomen 207. 507. 208. 508. 209. 509. Adiustments for items unoaid bv seller Adiustments for items unoaid bv seller 212. School Taxes 07/01105 to 07/07/05 20.88 512. School Taxes 07101105 to 07107/05 20.88 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 50.420.88 520. TOTAL REDUCTION AMOUNT DUE SELLER 199 736.52 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower (ljne 120) 510.400.16 601. Gross amount due to seller (ljne 420\ 504.121.16 302. Less amounts paid by/for borrower !line 220\ 50.420.88 602. Less reduction amount due seller (line 520\ 199.736.52 I 303. CASH FROM BORROWER 459.979.28 603. CASH TO SELLER 304,384.64 ~ II , ", ,,'. "JEPARTMENT OF HOUSING AND URBAN DEVELOPMENT fTLEMENT STATEMENT File Number: 051553REIFF PAGE 2 . REV. HUD-1 (3/86) TitleExpress Settlement System Printed 08/03/2005 at 15:28 RLH ,cTTLEMENT CHARGES PAID FROM PAID FROM . TOTAL SALES/BROKER'S COMMISSION based on orice $504.000.00 @ 0.000 = BORROWER'S SELLER'S Division of commission (line 700) as follows: FUNDS AT FUNDS AT 101. $ to SETTLEMENT SETTLEMENT 702. $ to 703. Commission paid at Settlement SOO.ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Oriaination Fee % 802. Loan Discount % 803. Aaoraisal Fee 804. Credit Reoort 805. Lender's Insoection Fee 806. Mortoaoe Application Fee 807. Assumotion Fee 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to (a)$ /day , 902. Mortoaoe Insurance Premium for to 903. Hazard Insurance Premium for to 904. 905. '. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. (a) $ /mo 1002. Mortaaae Insurance mo. (a) $ /mo 1003. City Property Tax mo. (a) $ /mo 1004. County Prooertv Tax mo. (a) $ 20.71 /mo 1005. School Taxes mo. (a) $ 105.90 /mo 1009. Aaareaate Analvsis Adiustment 1100. TITLE CHARGES 1101. Settlement or c10sina fee to Weiale & Associates/SCHS 1,200.00 1102. Abstract or title search to Included in line 1102 1103. Title examination 1104. Title insurance binder 1105. Document Preoaration . 1106. Notarv Fees 1107. Attornev's fees (includes aboye items No: ) 1108. Title Insurance I (includes aboye items No: ) 1109. Lender's Coyeraae $ 1110. Owner's Coyeraae $ 504 000.00 . 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordina Fees Deed $ 39.00 . Mortaaae $ . Release $ 39.00 1202. City/County tax/stamos Deed $5.040.00 . Mortaaae $ 5 040.00 1203. State Tax/stamos Deed $5.040.00 . Mortaaae $ 5.040.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pest Insoection 1303. 2005 Countv/Township Taxes to Harrv Killian Tax Collector 273.32 1304. Overniaht Fees to Federal Exoress 45.00 1305. Certified Check Fee to Orrstown Bank 20.00 1306. 1307. 1308. . a__ ___ _. ~--_._------ -------- :.\ ~ " ~ .~ .~ ptir~-'_~"""""''''''_''_<~'''''_''''''_''.'''''''V'''4~__'''''''''''''-''_~:~'.'''_"'~""'''''''''''.~''''''''''''_'''__~_'''''''''_'''*_''_'''''';''~'-' ,..."_____~~,.........~_.".....~,"'.,,.,.~._'.._..,...~""'.,.. .-. j 1 " I" I. ,t ~)lIH fvll. 1\1)(:1\ HIl/\!) P.O. no;,; J:,O SI IIr'p[N:jBIIHCi, 1'/\ lr':.i7 PH: 711-:i3~'-?191 nPle; 1 OVVN Hll !"'~ [-:/',":;-1 1'..::'.\(-; ::T! ~!"j ~.:~I-I(e!T,r'J.')I\U!j\_-1 i (;U.1~:Ci:j-3'13 :II-i('[ .069656 . . ~ ..~.. .......~.. '.,' ..,,,.... '.-.j'. ' 'I I r~1XI ~ CUMBEHLl\I\lD V/\LLEY COOPf!U\TiV[ M~~;f\l. -1"7 );,)7 069656 02/17/05 *******20.00* T~ENTY AND NO/l00 PAY TO THE ORDER OF IRENE R. VAUGHN ESTATE C/O WEIGEL & ASSOC., P.C. 126 E. KING STREET SHIPPENSBURG PA 1.,.,1:., ....IL.JI /7~ D ~ ~.JC_ . AUTHORIZED SIG - rURE 1110 b g b 5 b III I: 0 l ~ l ~ 50 :Ii b I: ~o g 2 b bill DATE 02/17/05 069656 CUMBERLAND VALLEY COOPERATIVE ASSN. REFERENCE DATE DESCRIPTION VOUCHER AMOUNT 02/16/05 02/16/05 STOCK PURCHASE STOCK PURCHASE 059943 059944 10.00 10.00 VAUGHN ESTATE, IRENE R. 20.00 .. . " 'M;_'_....-....;.,';,.'".",._.;.."',..',."'~...,,.,.,."'_"__~....,,""""O;';."",,,,_,,,.,-,,.<,,; ""~",.,,,,,,i,-..".'''',,,"",,,,, ", ~ ".. . 4 r: II' CORNERSTONE p.o. Box 1181, 5 East Gate Drive, Carlisle, PA 17013 Telephone (717) 249-1661 FAX (717) 249-8208 www.comerstonefcu.org Federal Credit Union Member founded - Service based February 10,2005 Jerry A. Weigle 126 E. King St Shippensburg, P A 17257 RE: Irene Vaughn Mr. Weigle: Below is the information you requested regarding account 6639 in the names of Irene Vaughn and Josephine Burchfield, POA. The account was opened on August 4, 1998 and includes both a savings and checking account. Account # Type DOD Balance Current Balance 6639-01 Savings $28.76 $18.18 6639-07 Checking $93.46 $0.00 If you require any further information, please contact me at 249-1661 ext. 240 and I will assist you in any way I can. Sincerely; ~~t:~utd MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED To $100,000 By THE NATIONAL CREDIT UNION ADMINISTRATION .,..,... .-- I '~ . I \ -. .. SELLER'S W'ORKSHEET SALE TOTAL$ 50Q \ '3::) 9 _ 00 NON-TAXABLE S //' SALES TAX AMOUNT$ S1l~ o 0 11> c;.1 ,\-ex-r TOTAL MONEY TAKEN IN ' 61000.00 UNCOLLECTED $ 50'-\.000 .-00 ",,'t\-f.:v-l~~ ~ L..f @ Cf" 0-0 ........................................................ .............'., EXPENSES ADVERTISINGTOTAL$ 33131 5 ~ LABOR TOTAL$ ~ \DOO ~ OCJ po \~ - A -----:po"\ ~ &;5 l C>CJ MISC. COST TOTAL$-M\l~c\\S'l\j c;(j'c, $dbO. ()O . COMMJ;SSION TOT AL$ r:::: 0 9- \ ~~ . LP SALE TOTAL - ~ oX!' \\J\.;Jo l. w- .......................................................................... .' TOTAL $ GIVEN TO SELL MINUS TOTAL $ TAKEN TOTAL EXPENSES $ EQUALS " r 300,0 () a..dc/.f-'(lJ ~ .~ OtL4 ,~ (~~::lj II I \ ~ .. ~'" (. .~ ~1 p~ S'o.1~ 1 P ~ ~~ r-2(-OJ S~'3~, 00 [~~ 5-?-/'_C.{" S'~ Alr-d\c..- .. !'~ 5'/~ ~+~.- ~. >2 "'~ _ I 000. 0 0 '-I ro :J ? 0 0 f?~Jl~ ,t~. . f;.u.....,.( It-"'I'~~ - / 9/ 2- 9 Zr '1' 2 l I I ! \ f I I ! r I i r r l L____ 1 I ~ _of l" J. Shetron Auction & Equipment, LLC 1505 Walnut Bottom Road Newville, PA 17241 (717) 776-6962 (717) 226-1918 Fax (717) 776-4485 Name r\m.41,J ~ ~ -D eflQ \JMj~~ ~(\.~ Address Phone Unit Price Amount 500 , t;" 1;;0 CO Sub Total qd.l/dl Tax ~ I 1-1/2% Per Month Added Aher 30 Days Total dO ?>9d .l.\ d- , ----~---- ------------~---~-j II . .,~ ._ "" I. SHETRON AUCTION & EQUIPMENT LLC. ***Auctions ***Appraisal***Equipment*** Terry Shetron 1505 Walnut Bottom Road Newville, Pa 17241 AU3732L 717-226-1918 "YOUR FIRST CHOICE IN AUCTION- "BID FAST- PERSONAL PROPERTY APPRAISAL: Estate of Howard & Irene Vaughn 360 Running Pump Road Newville, P A 17241 Requested by Les Vaughn & Genevieve Hoch Description Modern Kitchen hutch Modern Corner Cupboard Modern Dry Sink Early China Hutch Regulator Wall Clock Royal Creations Clock Ansonia Clock-Mantle Appraised Value $75.00 $75.00 $100.00 $400.00 $10.00 $10.00 $75.00 7YS-oO The above appraised values are based on fair market value. Fair market value is what anyone given person is willing to give at a certain time. ....---.. , t; .. ~..... m1 M&rBank 499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 February 1, 2005 Weigle & Associates PC Attorneys At Law 126 East King Street Shippensburg, Pennsylvania 17257-1397 Re: Estate of Irene R Vaughn Social Security: 180-26-5005 Date of Death: December 16, 2004 Dear Sir or Madam: Per your inquiry dated January 23, 2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Savings Account Account Number 015004211242611 Ownership (Names oj) Josephine L Burchfield, Joint Owners Irene R Vaughn, Joint Owners Opening Date 12/13/04 closed 1/24/05 Balance on Date of Death $5,390.68 Accrued Interest Total $ 0.14 >--$5~39(X82-------------------------------------------m_______________________.__. 2. Type of Account Line of Credit Account Account Number 4258074503833598 Ownership (Names oj) Howard G Vaughn, Joint Owners Irene R Vaughn, Joint Owners Opening Date 4/30/86 Balance on Date of Death $2,402.84 .. .~ ",. ''II 4- 3. Type of Account Savings Account Account Number 021000001218636 Ownership (Names oj) Irene R Vaughn Josephine L BurcJifield, POA Opening Date 5/31/83 Closed 12/13/04 Balance on Date of Death $ 0.00 Closed prior to date of death 4. Type of Account Certificate of Deposit Account Number 031003914520414 Ownership (Names oj) Irene R Vaughn Josephine L Burchfield, POA Opening Date 5/30/96 Closed 12/13/04 Balance on Date of Death $ 0.00 Closed Please be advised, there was no safe deposit box found for the above decedent. For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Walnut Bottom Office # 717-532-2414. Sincerely, ~~ Nancy Clagett Records Management I' .1J.'.'lAtoo '.3r:~,'-: .":" f 11 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CD 005801 NO. WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 ACN ASSESSMENT AMOUNT CONTROL NUMBER hn_h_ fold ---------- -------- , 101 I $13,13~.31 ESTATE INFORMATION: SSN: 180-26-5005 I , . FILE NUMBER: 2105-0061 I , DECEDENT NAME: V AUGHN IRENE R I , J DA TE OF PAYMENT: 09/16/2005 I POSTMARK DATE: 09/1 6/2005 I , COUNTY: CUMBERLAND I DATE OF DEATH: 12/16/2004 I I TOT AL AMOUNT PAID: $13,139.31 REMARKS: CHECK#134 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WillS COMMONWEALTH OF PENNSYLVANIA REV 1162 EX{11 96)