HomeMy WebLinkAbout10-07-05
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX( 11-96)
.
DEPARTMENT OF REVENUE
, BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005871
PNC BANK N.A.
4242 CARLISLE PI KE
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__nnn fold ---------- --------
101 I $1,639.18
ESTATE INFORMATION: SSN: 172-01-6564 I
FILE NUMBER: 2105-0082 I
DECEDENT NAME: MARTZ MIRIAM M I
DATE OF PAYMENT: 10/07/2005 I
POSTMARK DATE: 10/07/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 01/16/2005 I
TOTAL AMOUNT PAID:
$1,639.18
REMARKS: PNC
CHECK# 455786
INITIALS:
CMM
SEAL
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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o PNCBAN<
ESTATE OF MIRIAM M MARTZ
ALSO KNOWN AS MIRIAM MARTZ DECEASED
(DIED 01/16/05)
LATE OF THE BOROUGH OF LEMOYNE
CUMBERLAND COUNTY PA
WILL NO 21-2005-0082
--)
INVENTORY
:<J
COMMONWEALTH OF PENNSYLVANIA
f'-J
SS
COUNTY OF CUMBERLAND
LINDA J LUNDBERG ASSISTANT VICE PRESIDENT OF PNC BANK,
NATIONAL ASSOCIATION, EXECUTOR OF THE ESTATE OF MIRIAM M MARTZ
ALSO KNOWN AS MIRIAM MARTZ DECEASED HAVING BEEN DULY AFFIRMED ACCORDING
TO LAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOLLOWING
INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND REAL ESTATE IF ANY
IN THE COMMONWEALTH OF PENNSYLVANIA OF SAID DECEDENT THAT THE VALUATION
PLACED OPPOSITE EACH ITEM OF SAID INVENTORY REPRESENTS ITS FAIR VALUE
AS OF THE DATE OF THE DECEDENT'S DEATH AND THAT THE DECEDENT OWNED NO
REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT WHICH
APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY
AFFIRMED AND SUBSCRIBED BEFORE ME
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THIS d 7" DAY OF(~ 20~ :
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PNC ADVISORS
MIRIAM M MARTZ
REAL ESTATE
236 WALTON ST
LEMOYNE PA
PROCEEDS ON SALE
VACANT LOT #414
ADJOINING 512 WARREN ST
LEMOYNE PA
PROCEEDS ON SALE
512 WARREN STREET
LEMOYNE PA
MISCELLANEOUS
S THOMAS HOWER JR SALES AGMT
745-747 HUMMEL AVENUE
LEMOYNE PA
CASH
PNC BANK NATIONAL ASSOCIATION
CHECKING ACCOUNT #5140129059
DATE OF DEATH BALANCE 9,234.86
INTEREST TO 01/16/05 .48
GE CAPITAL ASSURANCE CO
REFUND LONG TERM HEALTH CARE
INSURANCE
STATE FARM MUTUAL AUTO INSURANCE CO
REFUND AUTOMOBILE INSURANCE
PNC BANK NATIONAL ASSOCIATION
SAVINGS ACCOUNT #5080169721
DATE OF DEATH BALANCE 15,015.40
INTEREST TO 01/16/05 1.96
STATE AUTO INSURANCE CO
REFUND HOMEOWNERS INSURANCE
NATIONAL GEOGRAPHIC SOCIETY
REFUND
CASH FOUND IN DECEDENTS HOME
COMMONWEALTH OF PENNA
RETIREMENT BENEFIT
GROSS PROCEEDS OF SALE OF
PERSONAL PROPERTY
PENNA DEPARTMENT OF REVENUE
2004 INDIVIDUAL INCOME TAX
REFUND
- 2 -
-
o PNCBAN<
27-27-004-3664162
70,000.00
39,000.00
116,000.00
26,745.54
9,235.34
298.32
33.18
15,017.36
170.00
22.67
.49
397.19
2,663.00
4.00
TASN02flO/02>
i
MIRIAM M MARTZ
CONTINUED: CASH
PNC ADVISORS
o PNCBAN<
1,750.00
281,337.09
27-27-004-3664162
PROCEEDS ON SALE OF
1989 BUICK LESABRE
TOTAL INVENTORY
- 3 -
------------
------------
TRSN02<10/02J
o PNC ADV1S0RS
PO Box 308
Camp Hill Pa 17001-0308
(717) 730-2265
Toll Free 1-800-846-2265, ext. 2265
October 7, 2005
Register Of Wills
Cumberland County Courthouse
South Hanover St
Carlisle, PA 17013
j
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Re: Miriam M. Martz Estate, Date of Death 1/16/2005, File #: 21-05-0082
Dear Register Of Wills:
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:1
On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the
amount of $1 ,639.18 for the balance due on account of Pennsylvania Inheritance Tax along with two
original completed copies of the tax return.
I have also enclosed the final Inventory along with a check in the amount of $30.00 for filing fees.
Please note that the estate has Jointly Owned property with the decedent's three daughters. Two of
the daughters are listed on Schedule F.
For property held with joint tenant "A", Sally Carlisle, the estate will be including the tax due with this
estate return. I am enclosing a copy of the notice that Mrs. Carlisle signed and returned to the
Commonwealth stating the tax due would be paid with the Pennsylvania Inheritance Tax Return.
For property held with joint tenant "B", Barbara L. Crossland, Deceased, please send a separate
billing to the estate's attomey: David H. Stone, Esquire, Stone, LaFaver & Shekletski, 414
Bridge St., New Cumberland PA 17070
For property held with joint tenant, Wendy Harper, the State has already billed Mrs. Harper
separately and Mrs. Harper has paid the tax due as evidenced by the enclosed receipt #CD005651
dated August 4, 2005.
Thank you for your assistance.
S.ince. rely, _.~. 1\ "J" ,
~~~.~~
Linda J. Lundberg <.~
Estate Administrator
Assistant Vice President
Enclosures
A member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
PNC ADVISORS
PO BOX 308
CAMP HILL, P A 170010308
Qty
1
Fee Description
Additional Probate
Total
Fee
50.00
$50.00
Total:
$50.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
575
10/7 /2005
MIRIAM MARTZ
21-05-0082
CMM
.
REV.1500 EX (6-00)
OFFICLt.L USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
05
0082
COUNTY CODE
YEAR
NU~ER
DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
~ Martz Miriam
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 1/16/2005 4/9/1918
W (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
M
SOCIAL SECURITY NUMBER
172-01-6564
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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11.
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001
04
006
09
Original Retum
Limited Estate
o 2. Supplemental Retum 0 3. Remainder Retum (date of death prior to 12-13-82)
o 4a. Future Interest Compromise (date of death after 12-12-8.2) 0 5. Federal Estate Tax Retum Required
o 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
o 10. Spousal Poverty Credit (dale of death between 12-31.91 ard 1+~) 0 11. Election to tax under Sec. 9113(A)(AttachSchO)
Decedent Died Testate (Attach copy of Will)
Litigation Proceeds Received
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
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Ill:
Ill:
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Linda Lundberg
FIRM NAME (If Applicable)
PNC Advisors
TELEPHONE NUMBER
717-730-2265
P.O. Box 308
Camp Hill, PA 17001-0308
2. Stocks and Bonds (Schedule B)
(2)
225,000.00
0.00
i...._l
,- 9FFICIAL US~2iI,JLY
1. Real Estate (Schedule A)
(1)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 [!] Separate Billing Requested
i=
~ 7. Inter-Vivos Transfers & Miscellaneous Non~Probate Property (7)
::> (Schedule G or L)
l-
ii: 8. Total Gross Assets (total Lines 1-7)
<(
(,)
W g. Funeral Expenses & Administrative Costs (Schedule H) (9)
a:
10. Debts of Decedent, Mortgage Liabililies, & Liens (Schedule I) (10)
11. Total Deductions (total Lines g & 10)
0.00
"- _I
26,745.54
29,591.55
10,007.15
r"',,)
0.00
291,344.24
(8)
41,041.89
2,180.15
(13)
43,222.04
248,122.20
0.00
1 2. Net Value of Estate (Line 8 minus Line 1 1)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11)
(12)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
248,122.20
15. Amount of Line 14 taxable at the spousal tax 0.00 ~(15)
z rate, or transfers under Sec. 9116 (a)(1.2) x .0
0
>= 16. Amount of Line 14 taxable at lineal rate 248,122.20 x .0 ~(16)
<[
I-
::> 0.00
11. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
:IE
0 0.00
U 18. Amount of Line 14 taxable at collateral rate x .15 (18)
x
<[ 19 Tax Due
~ (19)
0.00
11,165.50
0.00
0.00
20 D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
11,165.50
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
Decedent's Complete Address:
STREET ADDRESS
512 Warren St.
.
Cumberland
CITY
Lemoyne
STAlE
PA
ZIP
17043-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
11,165.50
0.00
9,050.00
476.32
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
9,526.32
0.00
0.00
Total Interest/Penalty (0 + E) (3)
0.00
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 (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5)
1,639.18
A. Enter the interest on the tax due. (5A)
0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check to:
1,639.18
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;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . D
c. retain a reversionary interest; or ... . . . . . . . . . . . . . . . . . . . . . D
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [J!j
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 retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete.
Declaration preparer other than the personal representative is based on all information of which preparer has any knowledge.
F PERSON RESPONSI an ,
Yes
No
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og
og
Oil
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DATE
\.U - 'S -Os.
SIGNATURE OF PREPARER OlHER lHAN REPRESENTAllVE
DATE
ADDRESS
For dates of death on or after July 1) 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sulViving spouse is 3%
172 P.S. 99916 (a) (1.1) (I)].
For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use olthe suNiving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)J
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary
For dates 01 death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child tvventy-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent 01 the child is 0% [72 P,S. 99116(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. 9 9116(1.2) [72 P.S. g9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's siblings is 12% (72 P.S. 9 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.
3W4646 1.000
REV-1502 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Miriam M. Martz
2105 0082
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 jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
512 Warren Street
Lemoyne, Cumberland Co, PA
Sales Price
(See Statement of Settlement)
116,000.00
2
Vacant Lot #414 Adjoining
512 Warren Street
Lemoyne, PA
Sales Price
(Settlement Sheet attached)
39,000.00
3
236 Walton Street
Lemoyne, Cumberland Co., PA
Appraised By: L.G. Connor Real
Estate Appraisers, LTD
(Copy of Appraisal attached)
70,000.00
TOTAL (Also enter on line 1, Recapitulation)
$
225,000.00
3W4695 1.000
(If more space is needed, insert additional sheets of the same size)
REV-15()7 EX + (6-98)
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miriam M. Martz
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21 05 0082
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 70,000 Par
S. Thomas Hower Jr. Mortgage
Re: 745-747 Hummel Ave,
Lemoyne, PA Dated 4/2/84 &
5/1/86.
Interest rate 10% Due 3/09
Principal and unpaid interest
balance as of 1/16/05
26,745.54
TOTAL (Also enter on line 4, Recapitulation) $
26,745.54
3W46AC 1.000
(If more space is needed, insert additional sheets of same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Miriam M. Martz
FILE NUMBER
21 05 0082
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointJy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
1989 Buick LeSabre Auto
Sales price
1,750.00
2
PNC Bank, N.A.
Savings A/C # 5080169721
Balance as of 1/16/05
15,015.40
Interest accrued to 1/16/2005
1.96
3
PNC Bank, N.A.
Checking a/c #51401290959
Balance as of 1/16/05
9,234.86
Interest accrued to 1/16/2005
0.48
4
G.E. Capital Assurance Co.
298.32
Refund Long Ter.m Health Care
Insurance benefit
5
State Far.m Mutual Auto Ins Co.
33.18
Refund automobile insurance
premium
6
National Geographic Society
22.67
Refund subscription
7
Cash found in decedent's home
0.49
8
Commonwealth of Pennsylvania
397.19
Retirement benefit accrued to
date of death
9
Tangible personal property
located at decedent's
residence
2,663.00
Gross sale proceeds
10 Pennsylvania Department of
Revenue
4.00
Total from continuation pages
170.00
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
29,591.55
Schedule E (Page 2)
Estate of: Miriam M. Martz
Item
No. Description
Value at Date
of Death
Refund 2004 PA state income
tax
11 State Farm Mutual Ins Co
170.00
Refund homeowner's insurance
premium
Total (Carry forward to main schedule)
170.00
REV-l509 EX . (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miriam M. Martz
SCHEDULE F
JOINTL Y.OWNED PROPERTY
FILE NUMBER
21 05 0082
If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A Carlisle, Sally A
ADDRESS
633 Pennsboro, Mechanicsburg,
PA 17050
RELATIONSHIP TO DECEDENT
Daughter
B. Crossland, Dec I d, Barbara L
c/o Stone LaFaver &
Shekletski, 414 Bridge Street,
New Cumberland, PA 17070
Daughter
c.
JOINTL Y.OWNED PROPERTY:
LET1ER DATE DESCRPTlON OF PROPERlY %OF DATE OF DEATH
ITEM FOR JOINT MADE I NCLUOE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
f'U.A6EROR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
NUMBER TENANT JOINT JOINTLY-f-ELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A,
1 B 7/10/1997 Waypoint Bank
Savings Certificate
A/C # 555311192
Balance as of 1/16/05 6,000.00 50.000 3,000.00
:Interest accrued to
1/16/2005 9.69 50.000 4.84
2 A 2/3/1994 Waypoint Bank
Savings Certificate
A/C # 561247587 20,000.00 50.000 10,000.00
:Interest accrued to
1/16/2005 14.30 50.000 7.15
TOTAL (Also enter on line 6 Recaoitulation) $ 10,007.15
*
*
3W46AE 1.000
(If more space is needed, Insert additional sheets oftha same size)
* Bill separately. Send bill to address listed as "B" above.
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miriam M. Martz
ITEM
NUMBER
A.
B.
2.
FUNERAl.. EXPENSES:
1.
Flinchy's
Funeral luncheon
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
DESCRIPTION
Total from continuation pages
Claimant
Street Address
City
Relationship 01 Claimant to Decedent
5. Accountant's Fees
Probate Fees
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) PNC Bank, N. A.
Social Security Number(s) I EIN Number 01 Personal Representative(s)
Street Address 4242 Carlisle pike
City Camp Hill
Year(s) Commission Paid: To be paid
Attorney Fees
State P A
Zip 17001
3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation)
4.
7.
6. Tax Return Preparer's Fees
1
3W46AG 1.000
Claude C. Wolfe &
Associates
Auctioneer's commissions
and expenses
Total from continuation pages
State
Zip
FILE NUMBER
21 05 0082
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
AMOUNT
480.74
5,564.82
11,253.00
11,253.00
310.00
2,347.67
9,832.66
41,041.89
Schedule H part 1 (Page 2)
Estate of: Miriam M. Martz
Item
No. Description
Amount
2
parthemore Funeral Home
Funeral services
5,564.82
Total (Carry forward to main schedule)
5,564.82
Schedule H part 2 (Page 3)
Estate of: Miriam M. Martz
Item
No.
Description
Amount
2
Duty's Lock Safe &
Security Inc.
Door lock replacement at
512 Warren St., Lemoyne,
PA
112.87
3
Expenses re maintenance of
512 Warren Street,
Lemoyne, PA
(See attached)
1,386.57
4
Expenses re sale of 512
Warren Street, Lemoyne, PA
(See attached)
4,615.62
5
Expenses re sale of vacant
lot adjacent to 512 Warren
Street, Lemoyne, PA
(See attached)
1,660.00
6
L.G. Connor Real Estate
Appraisers
Real estate appraisal fee
re 236 Walton Street,
Lemoyne, PA
300.00
7
L.G. Connor Real Estate
Appraisers
Appraisal fee re 512
Warren Street, Lemoyne, PA
600.00
8
Settlement costs re payoff
of S. Thomas Hower Jr
Sales Agreement 745-747
Hummel Ave, Lemoyne, PA
1% transfer tax on
original loan
$800.00
Deed preparation
$100.00
900.00
9 Stone Lafaver & Shekletski
Reimbursement for legal
advertising expenses:
Cumberland County Legal
Journal
75.00
The Patriot News
119.94
194.94
Total (Carry forward to main schedule)
9,770.00
Schedule H part 2 (Page 4)
Estate of: Miriam M. Martz
Item
No. Description
Amount
10 Stone LaFaver & Shekletski
Reimbursement for deed
recording 45.50
11 UGI Utilities Inc.
Service 17.16
Total (Carry forward to main schedule)
62.66
Estate of Miriam M. Martz
File No: 21-05-0082
Date of Death: 1/16/2005
Expenses re Maintenance and Upkeep of 512 Warren Street, Lemoyne, PA pending its disposition
UGI Utilities Inc - service
PPL Electric Utilities - electric service
Pennsylvania American Water -service
D& F Lawncare - lawn maintenance
Billy Lundberg - lawn service for auction
Gingrich's Plumbing - plumbing service
Derry Oil Co. - oil delivery
SES Insurance Services Inc - insurance premiums
Lemoyne Borough - sewer and refuse payment
$63.27
$56.86
$70.76
$445.20
$50.00
$107.40
$242.00
$255.00
$96.00
Total
$1,386.49
Estate of Miriam M. Martz
File No: 21-05-0082
Date of Death: 1/16/05
Expenses Re Sale of 512 Warren Street, Lemoyne. PA
City/County Transfer tax
Commonwealth of PA - transfer taxes
Stone Lafaver & Shekletski - document preparation
Claude C. Wolfe & Associates - auctioneer commission
Lemoyne Bom - unbilled 4th qtr 2003 sewer/water
$580.00
$580.00
$100.00
$3,480.00
$60.00
Subtotal
Less: Adjustments
Assessments: 5/20/05 - 6/30/05
Sewer/Refuse
$4,800.00
Total Expenses of Sale
($140.28)
($44.10) ($184.38)
$4,615.62
Estate of Miriam M. Martz
File No: 21-05-0082
Date of Death: 1/16/05
Expenses Re Sale of Vacant Lot Adjacent to 512 Warren Street, Lemoyne, PA
Commonwealth of PA - transfer taxes
Stone Lafaver & Shekletski - document preparation
Claude C. Wolfe & Associates - auctioneer commission
$390.00
$100.00
$1.170.00
Total Expenses of Sale
$1,660.00
REV-1512 EX + (6-98)
COMMONWEALTl-I OF PENNSYLVANIA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
ESTATE OF
Miriam M. Martz
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
05 21 0082
Include un reimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. AT&T
Service
18.19
2
Bethany Village
Beauty shop charges
57.00
3
Comcast Cable
Balance due
1.37
4
Critical Care Systems
Balance due for
professional services
479.99
5
Faith A. Nicola, Tax
Collector
Real Estate Tax less
reimbursement
249.08
6
Internal Revenue Sevice
Balance of U.S. Income tax
for 2004 personal income
tax
27.00
7
Lemoyne Borough
Sewer and refuse service
1st quarter 2005
96.00
8
Pennsylvania American
Water
Water service for December
and January
18.39
9
PNC Bank, N.A
checks drawn prior to
death and honored
subsequently
1,144.29
10 PPL Electric Utilites
Balance due for electric
service for December and
January
20.68
11 Smi th Radiology Inc
Professional services
9.21
Total from continuation pages
58.95
3W46AH 1.000
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,180.15
Schedule I (Page 2)
Estate of: Miriam M. Martz
Item
No. Description
Amount
12 UGI Utilities Inc.
Utility service
17.22
13 Verizon
Balance due
41. 73
Total (Carry forward to main schedule)
58.95
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miriam M. Martz
FILE NUMBER
21 05 0082
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1
Sally A. Carlisle
633 Pennsboro
Mechanicsburg, PA 17050
Daughter
94,064.68
2
Barbara L. Crossland,
Dec'd
c/o Stone LaFaver &
Shekletski
414 Bridge Street
New Cumberland, PA 17070
Daughter
70,000.00
3
Wendy Harper
1112 Musket Lane
Mechanicsburg, PA 17050
Daughter
84,057.52
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
3W46A11.000
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed, Insert additional sheets of the same Size)
$
0.00
.,,~ ....,_."'~"". AF 'VER"'Si,,;SB
TONE, L 1)._ . '" ..
,'-' . "'\ATi~~;:i~,~~.,.~.~:~,_:~\_>",:,
;, ;:,:0-(;'~j~-Ji:':!-_'- c....:. ,,~,:6::'I-~~~."..,*
, c414 BRIDGE .~E
,~~"~, ",'", ,.<r. .,L!-,<:.._:" :--"1.,--
. W GUMBER~:
::\:~:~~~~~-Z::fltl!l~:,J:\~;i'Y):
LAST WILL AND TESTAMENT
OF
MIRIAM MARTZ
I, MIRIAM MARTZ, of the Borough of Lemoyne, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
1T8M I:
I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II: I devise my house and lot situate at 236 Walton Street,
Boroug~ of Lemoyne, Cumberland County, Pennsylvania, to my daughter,
BARBAPA L. CROSSLAND, or to her issue, per stirpes.
ITEM III:
I devise and bequeath all the rest, residue and
remainder of my estate, of every nature and wherever situate, in equal
shares to my daughters, SALLY A. CARLISLE, and WENDY L. HARPER, or
their issue, per stirpes.
ITEM III:
I appoint my Executor guardian of any property which
passes, either under this will or otherwise, to a minor and with
respect to which I am authorized to appoint a guardian and have not
otherwise specifically done so, provided that this appointment of a
guardian shall not supersede the right of any fiduciary in its discre-
tion to distribute a share where possible to the minor or to another
Page 1 of 4
,
for the minor's benefit. Such guardian shall have the power to use
principal as well as income from time to time for the minor's support
and education (including college education, both graduate and under-
graduate) without regard to his or her parent's ability to provide for
such support and education, or to make payment for these purposes,
without further responsibility, to the minor or to the minor's parent
or to any person taking care of the minor.
ITEM IV: I appoint PNC BANK, N.A., Executor of this my last
will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of her duties in
any jurisdiction.
IN WITNESS WHEREOF, I, MIRIAM MARTZ, have hereunto set my hand
and seal this
do. .r:t day of
Dllr1__4...........
, 2001.
~ ~f
a~ ' _ tZA:-
MIRIAM MARTZ
SIGNED, SEALED, PUBLISHED and DECLARED by MIRIAM MARTZ, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses.
Page 2 of 4
,
~Z!i(~~
Wl \
~~~\-'\ '--~! . "'\\ (l~'-
,
/1}( · lu^~ ~ . a.
Address
Witness
~\'--\ \\-\'-, . ~ C\
Address ~ \
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, MIRIAM MARTZ, the Testatrix whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
/?2~C?7?'./ '--J77~,{
MIRIAM MARTZ t7'
Sworn to or affirmed to and acknowledged before me by MIRIAM
NOTARIAL SEAL .
^F L KA'" I "'I"TV "l!hl'~
CONSTAN'V_. riL, "" U. ',,~. ,',
i~"'N Cumberland, PA CU:,lb~i IGnd Co.
My Commission Expires Apnl13, 2C:J.'l
;;l.'1 d~'y of 0P('/ ~...... , 2001.
// I~ /
~'~~c<"'j ~ f\ C&~
Notary Public
MARTZ, the Testatrix, this
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Page 3 of 4
I
II
,
We,
OA..h..., 1-4 J~ and C\~x.':':'l L ~'\Jl~
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix 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; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
~~~
Wi ess
~- '0( J 1
~\~~ J .,,~\ \ j \\
Witness \
Sworn to or affirmed to and
<0A1.h.., "'-\ ~
aCknow~ged
and L\t~
before me by
l '-\t ~-tL ~
witnesses, this
~:1- day of
()..n~ , 2001.
(LL1~j ,X k_~
Notary Public
NOTARIAL SEAL
~ONSTANCE L KARLI, Nata,ry Publir.
l~eVl Cumberland. PA Cum~elk:;d Co.
My CommissIon expires April 13,2003
Page 4 of 4
.
A. Settlement Statement
u~.s. Department of HousinQ
and Urban Development ~
,r
B Type of Loan
1. o FHA
4. OVA
OMS No. 2502-0265
2. 0 FmHA
3. D Cony. Unins File Number
24347 - P
Loan Number
Mortgage Insurance Case Number
5. 0 Cony. Ins.
C. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "p.D.C" were paid outside of closing; they are shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER JOHN C. WALTERS, JR.
706 NORTH PITT STREET, CARLISLE, PA 17013
E. NAME AND ADDRESS OF SELLER
ESTA TE OF MIRIAM MARTZ
512 WARREN STREET, LEMOYNE, PA 17043
F NAME AND ADDRESS OF LENDER:
G. PROPERTY
LOCATION:
512 WARREN STREET
LEMOYNE, PA 17043
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT
TIN:
I. SETTLEMENT DATE:
CEDAR CLIFF ABSTRACT AGENCY, INC.
23-2133165
05120/2005 I RESCISSION DATE:
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 S116 000. 00 401. Contract Sales Price $116,000.00
102. Personal Property 402. Personal property
103. Settlements charges to borrower: 403
(from tine 1400) $1,548,50
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. Cityltown taxes to 406. Cityltown Taxes 10
107. County Taxes OS/20/2005 10 12/31/2005 $300.58 407. County Taxes OS/20/2005 10 12/31/2005 $300.58
108. Assessments OS/20/2005 10 06/30/2005 $140,28 408. Assessments OS/20/2005 10 06/30/2005 $140.28
109 SEWER/REFUSE-05/20/05-06/30/05 $44.10 409. SEWER/REFUSE-05/20/05-06/30/05 $44.10
110. 410
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER: $118,033.46 420. GROSS AMOUNT DUE TO SELLER: $116,484.96
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money $11,600.00 501. Excess deposit (see instructions) $11,600.00
202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) $4,800.00
203. Existing roan(s} taken subject 10 503. Existing loan(s) taken subject to
204. 504. Payoff of first mortgage loan
205 505. Payoff of second mortgage loan
206. 506
207. 507
208. 508.
209. 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. City/town taxes 10 510. City/town taxes 10
211. County taxes 10 511. County taxes 10
212. Assessments 10 512. Assessments 10
213. 513.
214. 514.
215 515.
216. 516.
'17 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR $11,600.00 520. TOTAL REDUCTIONS $16,400.00
BORROWER: IN AMOUNT DUE TO SELLER:
300. CASH AT SETTLEMENT FROMrrO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER
301. Gmss amount due from borrower {tine 120} $118,033. 46 601. Gross amount due to seller (line 420) $116,484.96
302. Less amount paid by/for borrower (line 220) $11,600. 00 602. Less reductions in amI. due seller (line 520) $16,400.00
303. CASH ( ~FROM ) ( OTO) BORROWER: $106,433.46 603. CASH ( 0 FROM) ( ~TO) SELLER: $100,084.96
HUD-1 (3-86) - RESPA, HB 4305.2
PAGE 1
HUD-1 (Rev. 3186)
L.
SETTLEMENT CHARGES
700. TOTAL SALES/BROKER'S COMMISSION
BASED ON PRICE $116,000.00
@
%=
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
701.
702
703.
704.
to
to
to
to
705. Commission paid at settlement
706.
800. ITEMS PAYABLE IN CONNECTION WITH LOAN:
801. Loan origination fee %
802, Loan discount %
e03. Appraisal fee 10
804. Credit report to
805. Lendefs Inspection fee
a06. Mortgage insurance application fee to
807. Assumption fee
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE:
901.lntcroSlfrom 05 20 2005 to 06 01 2005
@
I day
902. Murtgaga insurance premium for
903. Hazard insurance premium for
904. Flood Insurance premium for
905.
1000. RESERVES DEPOSITED WITH LENDER:
mos. 10
yrs.to
yrs.to
1001. HazardinsurBnce
1002. Murtgaga insurance
1003. City property taxes
1004. County propertylaxes
1005. Annual assessments
1006. flood insurance
1007
1008
1009. Aggregate Accounting
1100. TITLE CHARGES:
months@
monlhs@
monlhs@
months@
months@
monlhs@
monlhs@
months@
EscrOh' Adjustment
per month
per month
per month
permonlh
permonlh
per month
per month
permonlh
1101. Settlemenl or closing fee to
1102. Abstract or title search to
1103. Title examination to
1104, Title Insurance binder to
1105. Document preparation to STONE LAFAVER & SHEKLERSKI
1106. Notary fees to
1107. Attorney's fees to STONE LAnVER &' SHEKLERSKI
(includes above Items Numbers:
1108. Title insurance 10
(includes above items Numbers'
1109. Lender's coverage
1110. Ownefscoverage
1111.
1112
1113
1200. GOVERNM
RECORDING AND TRANSFER CHARGES:
1201. Recording fee,,:
1202. City/counlylaxlstamps
1203. Slatetaxlstamps:
1204
1205
1300. ADDITIONAL SETTLEM NT HARGES:
Deed
38,50 Mortgage
Deed $1,160.00: Mortgage
$1,160.00 ;Mortgage
: Releases
Dood
: other
1301. Survey to
1302. Pes! inspection to
1303. CLAUDE C. WOLEE & ASSOC - AUCTIONEER COMMISSION
1304 LEMOYNE BORO-t7NBILLED 4TH QTR 2003
1305
1306
1301
1400. TOTAL SETTLEMENT CHARGES
OMB No. 2502-0265
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
$100.00
$350.00
$38.50
$580 _ 00
$580.00
$580.00
$580.00
$3,480.00
$60.00
$1,548.50
$4,800.00
I have carefully reviewed the HUD.1 Settlement Statement and 10 the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made
on my account or by in thi ansaclion. I further c that I have received a copy of the HUD-1 Settlement Statement.
~
- (/.' eUeror' \? ----=0
Date: .r:';; O~~"t: . . ~ Oat., 5 at:> ;J5>
ESTATE OF MIRIAM MARTZ
Borrower:
Borrower'
Date'
SeJleror
Agent
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction
with this statement.
Dale;
Settlement Agent:
Date:
u the funds to be disbursed In accordance
Daf(~
WARNING: It is a crime to knowingly make false statements 10 the United Slates on this or any other similar form. Penalties upon conviution can include a fine and imprison-
ment. For details see: Tille 18 U.S. Code Section 1001 and Section 1010
.I
OMS NO. 2502-0285 cfr:l
I'c . B. TYPE OF LOAN: .
l-DFHA 2.QFm':iA . 3. OCQNV. UNINS. 4.QVA 5.0CONV. INS. I
. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT
'.' e. KNOUSE, ELIzABETH /7: ~OAN NUMBER: .
';:;.ij}.:.<' '.' 8ElTLEMENT STATEMENT
. ,.". " . 8. MORTGAGE INS CASE NUMBER: '. .
. . ..
l:RNOTE: This form Is furnished to give you e stelement of ectuel settlement cost.. AmOjlnt. peld to end by the sefflement egent ere shown.
Items marked "[POC)" were peld outside the closing; they ere shown h.re for InIOrmeUonel purposes end ere not Included In the totels.
1.0 3198 (KNOUsE, ElIZASErn,PFO/KNOU5E, EUZAeETI-V15)
D.NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
. .
Elizabeth P. Knous. end The Eslale at Mlrlam M. Martz
J.m.. A. Prler ..: .
L
G.PROPERTY LOCATION: H. SETT~EMENT AGENT; 21-1590084 I. SE1"rLEMENT DATE:
Clarklon Court. Lot 414 Riverfront Settlement Senrlcee, Ino.
Lamoyna, PA 17043 July 27. 2005
cumberland County, Pennsylvania PLACE OF SEmEMENT
'. 305 Nor1h Front Street
HarriSburg, PA 17101 . .. .
. . J. K. , vr ""LL""" '", ..""" "v..
100: GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT'DUE TO SEI:I'ER:
1101.. Contract 5alos Prlce 39.000.00 01. Contract Sa'os Price 39,000.00
102.. Persona' ProP<lrty 02. "'arsona' Property . .
03.. 5etuement Chargoslo Borrower (Une 1400). 1,063.75 403.
104. . 404.
05. ,405.
Adjustments For Items Paid By tie/ler n aavancs Adjustments ror Items ~8fa By :ieller In savance
1100.'Cfty lax 10 400. CIIV,ax 10
1lO7. l;ounty Taxes 01/27/05 to 011Ul106 28.14 407. County Taxes 07/27/05 to 01/01/0e 28:14
108. SChool Tax 07127/05 to 07/01/06 198.16 408. 5ctiOOlTax 07127/05 10 07l011lJ(j 196.16
fT09. . . . 1409.
110. lOW. .
111. . . 411.
12. 1412.
120. GROSS AMOUNT DUE FROM BORROWER 40.288.05 420. GROSS AMOUNT DUE TO SELLER 39,224.30
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or eamesf money 3,900.00 501. Excess Deposit (see Instructions,
202: PrinCIpal Amount or New Loan(s) 502. Settlement Charges to Seller (Line 1400) 1,871:2ll
203. Existing loan(s) taken subject to 503. ~X1sang lOan(s) laken subject to
204. . . I 504; Payoff.OI first Mort9age
205. I 50S;. Payoff.ot second Morf9age .
206. I 506. Deposit retainea by seller 3.900.00
207. 507.
206. 508.
209. 509.
Adjustments For lIems Unpaid By Seifer Adjustment. For Items Unpaid By Seller
210:G'lty Tax to '>10. ",ty 'ax to
:fl1. COunty Taxes 10 511. County Taxes to
212. School Tax to 512. School Tax to
213. 513.
214. 514.
2T5. 515.
216. 516.
m. . 517.
216. 'SI8.
:fro. . 519. r
220. TOTAL PA/D BY/FOR BORROWER 3.900.00 520. TOTAL REDUCT/ON AMOUNT DUE SELLER 5,771.20
'UU. "A"" AT IUI : I BOq: "A"H A' ,,~, 'L~M~N I 'UI"KUM SEUER:
301. Gross Amounl Due From Borrower (Line 120) 40.288.05 r 601. Gross Amount Due To Seller (L1na 420) 39,224.30
lO2.LOss Amount Paid By/For BOlTOwer (Une 220) . 3,900.00 602. less Reductions Due Seller (Une 520) It 5,771.20
103. CASH ( X FROM) ( TO) BORROWER 36,388.05 603. CASH ( X TO) ( FROM) SELLER 33,453.10
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
f
--~...ti~
ames. ar
Seller
~Il-- ~.S~~~
1",0 s~leo i~~_~~'
(
L. SETTLEMENT CHARGES
L. . _...AL COMMISSION Based on Price $ 39.000.00 @ 3.0000 % 1.170.00 PAID fROM ~ PAJOFROM
70
-' LJIVISlon or tiommlSSlon (line fW) as t"OIIOWS: BORROWER'S SellER'S
IUI.~ 1,I/U.W lQ Uouue nOue "''',wnoers FUNOSAT FUNlJS AT
IU<c! w SETTlEMENT SETTlENENT
~m...,on rela o,..e"emen, ~/U.""
'",,' lQ
800.ITEMli PAYABL" IN CONNECTION ""11 LOAN
au' . Loan vnglnauon res '" to
OUA:. Loan UIScount % lQ
ouo. ""pre'se, ..e lQ
aU4. "'ra,,,, "epOn N
ouo. ,L.Cnuer. nspeCluon rei 0:
ow. ege 'ns. Al>p. Fee 0:
a,ut "-,,,",umpuon ree N
oua.
....
alU.
a". .
000. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interesl From to @ $ Idey ( days %)
I:1U.c:;. IVII. ouns. TOr LlTeun..oan lQr monms to
9~a~':1_azara Insurance t'Temlum TOr .0 years to
'U4.
905. .'
1000. RESERVES DEPOSITED WITH LENDER .'
1001.. Hazard Insurance . months @ $ per month
1002. Mortgage ,"surance . monms per monm
10ua, vny lax monlhs per month
1004. County Taxes monDls per monttl
1005. "enool Tax manDlS per month
IUUO. monUlS per monm
1007. monms ~ per manm
1000. AGGREGATE ADJUSTMENT months @ $ per month
1100. TITLE CHARGES
r 101. Settlement or Closing Fee to
1102. Transaction I"ee to
1103. Title Examination to
1104. 'f!tIe Insurance Binder to
1105~ee{] ....reparation to stone. LaFaver .. Shekletsk! 100.00
1106. Notary Fees to Kiverfront settlement ServIces. Inc.
1107. Attorneys Fees to
(tn~I'!5!es aoave (rem numDers: )
108. Title Insurance to Riverrront Settlemenl t ervfces, Inc. 485.25
(incJuaes above item numbers: )
lUI:l. Lenaer S l.ioverage ~
nu. uwners ","uerage . o..UUU.UU 4"".'"
-1-11. I::.naorsements IO Klverrrom ~erneme~Jt ,:;,erv/ces, Inc. '"v.VV
112,-,nsurea ""osong Lener
113.
200. GOVERNMENT RECORDING AND TRANSFER CHARGES
201. Recording Fees: Deed $ 38.50; Mortgage $ ; Releases $ 38.50
~V'&'. \",hYIl.AJUnLY ,a mps: Ueea "ou.uu; MOrtgage O'U.UU
203. State Tax/Stamps: Kevenue Stamps 390.00; Mortgage 390.00
204.
205.
300. ADDITIONAL SETTLEMENT CHARGES
301. Survey to
302. Pest Inspection to
303. 2005-2008 School Taxes to faiUl Nicola. Tax Collector . 12-22-0020,088 211.20
304.
305.
400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103. Secllon J and 502,.Soclloil K) / \ 1.063.75 1.071.20
By signing page 1 of this slat9m9n~ lI.e ~lgnatOlj8S aelc:nowledge receipt of 9 completed t:Opy of page 2 of this two page slate ::.0~
l__ .......
~--\
Settlement Agent....
:::ertified to be a true copy.
(KNOusE, ELIZABETH I KNOUSE. ElIZABETH 116 )
A. Settlement Statement
U.S. Department of Houslnl'l
and Url1lin Developm~nt .".".
,r
OMS No. 2502~0265
3. Type of Loan
1. 0 FHA 2. 0 FmHA
4. 0 VA 5. 0 Conv. Ins.
:. NOTE:This form is furnished to give you a statement of actu<il,settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "p.a.c" were paid outside of closing; thEW are shown here for Informational purposes and are not included In the totals.
3. 0 Cony. Unlns File Number
24347-P
Loan Number
Mortgage Insurance Case Number
J. NAME AND ADDRESS OF BORROWER: S. THOMAS HOWER. JR.
,PA
o. NAME AND ADDRESS OF SELLER:
THE ESTA TE OF MIRIAM M. MARTZ
745 AND 747 HUMMEL A VENUE. LEMOYNE, PA
17043
F. NAME AND ADDRESS OF LENDER:
::; PROPERTY
LOCATION:
745 ANO 747 HUMMEL A VENUE
LEMOYNE. PA 17043
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
TIN:
CEDAR CL/FF ABSTRACT AGENCY, INC.
23.2133165
I. SETTLEMENT DATE: 06/24/2005 RESCISSION DATE:
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 0'90 000.00 401. Contract Sales Price $90 000.00
102. Personal Property 402. Personal property
103. Settlements charges to borrower; 403.
(from Jine1400) $940.50
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. City/town taxes to 0 406. City/town Taxes to
107. County Taxes 10 . 407. County Taxes 10
108. Assessments 10 . 408. Assessments to
109. 0 409.
110. 0 410.
111. 411.
112. . 412.
120. GROSS AMOUNT DUE FROM BORROWER: $80,940.50 420. GROSS AMOUNT DUE TO SELLER: $80;000.00
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or eamest money 501. Excess deposit (see Instructions)
202. Principal amount Of new loan(s} 502. Settlement charges to seller (line 1400) $900.00
203. ExlslJng loan(s) taken subject to 503. Existing Joan(s) taken subject to
204. 504. Payoff of flrst mortgage loan
205. 505. Payoff of second mortgage loan
206. 50s.
207. PAID VNDE1l AGREEMENT OF SALE $56,074.92 507. PAID VNDE1l AGREEMENT OF SALE $56;074.92
208. 508.
209. 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. City/town taxes to 510. Cityltown taxes to
211. County taxes to 511. County taxes 10
212. Assessments to 512. Assessments 10
213. 513.
214. 514.
215. 515.
216. 518. .
217. 517.
218 o' 518.
219, 519.
220. TOTAL PAID BY/FOR $56,074,92 520. TOTAL REDUCTIONS
BORROWER: IN AMOUNT DUE TO SELLER: $56,974.92
300. CASH AT SETTLEMENT FROMITO BORROWER: : 600. CASH AT SETTLEMENT TO/FROM SELLER
301. Gross amount due from borrower (line 120) ..$80,840.50 601. Gross amount due to seller (line 420) $80,000.00
302. less amount paid by/for borrower (line 220) $56,074.92 602, Less reductions in amt. due seller (line 520) $55,974.92
303. CASH ( t?JFROM) ( DTO) BORROWER: '~$24, 765.58 603. CASH ( DFROM) ( t?JTOl
SELLER: $23,025.08
HUD-1 (3-S6) . RESPA, HB 4305.2
PAGE 1
HUD-1 (Rev. 3186)
l.
OMS No,.2502.0265
700. TOTAL SALES/BROKER'S COMMISSION PAID FROM PAID FF>OM
BASED ON PRICE $80,000.00 @ %' BORROWER'S SELLER'S
.' FUNDS FUNDS
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: .
AT AT
701 to SETTLEMENT SETTLEME~
702. to
703. to
704. to
70S. Commission paid at settlement
706.
800, ITEMS PAYABLE IN CONNECTION WI H LOAN:
801. Loan origination fe8 %
802. Loan discount %
803. Appraisal rseto;
804. Credit report to'
805. Lender's inspection fee
806. Mortgage insurance application fee to "
807. Assumption fee
SETTLEMENT CHARGES
900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from
06/24/2005 to
07/01/2005
@
/day
902. Mortgage insurance premium for
903. Hazard Insurance premIum for
9O-i. Flood lnsuranoe premlum for
905.
mos. 10
yrs.to
y~.to
10 0, RESERVES
1001, Hazardinaurance
1002,Mortgagelnsurance
1003. City property taxes
1004. County property t8)[8S
1005. Annual assessments
1006. Flood Insurance
1007.
1008.
1009 Aggregate Accounting
1100, TI LE CHARGES:
1101. SetUement orclOl1ng fee to
1102. Abslract or title seerchto
1103. Title examination to
1104. TlUe Inauraoce binder 10
1105. Document preparation to STONE LAP'AVER " SHZKIZrSKI
1106. Nolaryfeesto
1107. ~t1omey's fees to
monthlC:
montha@
montl1s@
months@
months@
months@
months@
rrnJnths@
Escrow 'Adjustment
par month
(parmonth
. per month
per month
per month
per month
per month
per month
1200,
1201. ReGOrdlng fees:
1202. City/county tax/stamps:
1203. Statele)(/stamps'
1204
1205.
1300, ADDITIONAL ~lo TT~EMENT ARGES:
1301, Survey to
1302. P8stinspection to
1303.
1304.
ECORDING AND TRANSFER HAR ES:
Deed $40.50 ;Mortgege
Deed $800.00; Mortgage
Deed $800. 00 ; Mortgage
$100.
I
. I
I
I
; ReIOOSGS ~40. 50
$400,00 $400.
; Other $400,00 $400,
{includes aoolle Items Numbers'
1108. Title insurance to
(includes above ltem$ Numberi:
, 109. lender's coverage
"10. Owner's coveraae $80 1000.00
1111.
1112.
1113.
1305
1306.
1307
1400, TOTAL SETTLEMENT CHARGES $840,50 $900,
I have carefully reviewed thht~~HUO-1 Settl ~~Stateme and to the best of my kfO~Wl8dge and behef. It 18 8 true and accurate statement of all receipts and disbursements made
on my a:::zcountor by nthlstra Ifurt c Ify_t7hatlha~erece:d~;oft _HUD~1~settleLenw~ment\0 .C:; ~~~
"" ./ / '~lIeror L \[)...~~
Borrower De~'7 gent Date 'Q -~ ~
S, THOMAS HOWER, JR. THEESTATEO MIRIAMM. TZ
Borrower:
Date:
Seller or
Agent:
Date:
Date:
s to be disbursed in accordance
The HUO-1 Settlement Statement which I have prepared is a true and accurate account of this transactio'n. I
with this statement.
D,le G2'1'\J{
WARNING: It is a crime to knowingly make faJse statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprison-
ment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
.
~ PNCBAN<
February 4,2005
PNC Trust Dept
POBox 308
Camp Hill, PA 17001-0308
scp
RE: Estate of Miriam M Martz (Deceased)
SSN: 172-01-6564
DOD: 01-16-2005
Dem- Sir or Madam:
In response to your request for Date of Death balances for the customer noted above, our
records show the following;
Certificate of Deposit
Account #2100 J 031473 Established 08-10-1995
MIRIAM M MARTZ *
WENDY HARPER
DOD balance: $10,000.00 + $2.67 accrued interest
Interest paid 01-0 I-OS thru 01-16-2005 $11.81 YID
Checking Account
Account#5J40129052
Established 07-01-1978
MlRIAM M MARTZ
DOD balance: $9,234,86 + $0.48 accrued interest
Interest paid 01-01-05 thru 01-16-2005 $0.00 YTD
Savings Account
Account #5080169721 Established 03-07-1994
MlRlAM M MARTZ
DOD balance: $15,015.40 + $1.96 accrued interest
Interest paid 01-01-05 thru 01-16-2005 $0.00 YTD
Page I of2
* Tax paid by joint tenant on 8/3/2005. See ACN 05118564
.'
",
. ,;.-
..
.
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do Dot process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office. '
Sincerely,
~:1.~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 Firsl Ave.
Pittsburgh PA 15219
Member FDIC
Page: 2 of2
TOTAL P.02
ClIIlMlINIlEAl TH OF PENNSYLVANIA
DEPARTHENT OF ~ENUE
BUREAU'OF INDI~DUAL TAXES
IlEPT. Z8060l
HARRISBURG, PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 05-0082
ACN 05118564
DATE 05-31-2005
.,...1541 EX AFP n'-II)
WENDY L HARPER
1112 MUSKET LN
MECHANICSBURG PA 17050
TYPE OF ACCOUNT
EST. OF MIRIAM M MARTZ 0 SAVINGS
5.5. NO. 172-01-6564 DCHECXIMll
DATE OF DEATH 01-16-2005 0 TRUST
COUNTY CUMBERLAND IX] CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Depart.ent lIith tha infor.ation listad belo11 IIhich has baan usad in
c.lculating the potential tax due. TheIr records Indlc.te that at the death of the above decedent, you WBre a joint owner/beneficiary of
this account. If yoU f..l this infer.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this for. and ....turn it: to the abavR address. This account Is taxable In accordance wi'th the Inheritance Tax Laws of the Co..onwealth
of P.nn!;ylva,.1a. QUtiuitlan5 IlaY b. ana...8I"'ed b~ calling (717) 707-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 21001031473 Date 08-10-1995
Established
Account Balance
Percent Taxable
Alnount Subject to
Tax Rate
Potantial Tax Due
x
10,002.67
50.000
5,001.34
.15
750.20
TAXPAYER RESPONSE
To insure propBr credit to yaur account, two
(2) copies of this notice .ust acco.pany your
p8~ent to the Register of WIlls. Make check
payable to: "Register of WillS, Agent".
x
NOTE: If tax paYllents arB .ade wi thin three
(3) .anths of the decedent's date of death,
you ..y deduct a 5Z discount of the tax due.
Any inheritance tax due will beco.. delinquent
nine (9) ..-.ths after the date of death.
Tax
PART
[!]
A. 0 The above infor.atlon and tllX due is carrBct.
1. Yau .BY choose to ~it pay..nt to the Register of WIlls with two copies of this notice to obtain
a discount or avoid Interest, or YOU .ay check box "A" and return this notice to the Register of
Wills and an officialllss8s~BOt will be issued by the PA Depart.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Anount Subject to Tax
5. Debts and Deductions
6. Anount Taxable
7. Tax Rate
8. Tax Due
B. 0 The above asset has baen Dr will be reported and tax paid with the Pennsylvania Inheritance Tax return
ta be filed by the decedent's representativu.
c. ~The above infor.atlon l~ncorrect and/or debts and deductions wera paid by you.
i'Y You .ust coaplete PART L!J and/or PART ~ below.
OF TAX 0 JOINT/TRUST ACCOUNTS
~ ~ tl'J J 1"1 ~.2. h1
3 X ,f!l ~
4 (57'~ ()-r. :<.Jj-
~ ' ~ :~]ro~i
PART
I!J
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
conplete to the best of .y knowledge and belief.
HOME (
WORK (
TELEPHONE
)
)
NUMBER
'i/2/~
DATE
TAXPAYER SIGNATURE
.
~
2/7/2005
PNC ADVISORS
PO BOX 308
CAMP HILL PA 17001-0308
VIWayRqint
RECEIVED
PNC ADVISORS
FEB 1 0 (UUj
The infonnation which you requested on the account(s) of MIRIAM MARTZ
(Social Security Number 172-01-6564) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership JTO ( 1 )
Name of Joint WENDY
Owner, if any HARPER
531149685
CERTIFfCATE
060689
10989.40
5.15
10994.55
Date Ownership 060689
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
55531 I 192
CERTIFICATE
071097
6000.00
9.69
6009.69
JTO (2)
BARBARA L
CROSSLAND
071097
561247587
CERTIFICATE
020394
20000.00
14.30
20014.30
JTO (3 )
SALLY A
CARLISLE
020394
(1) Tax paid by joint tenant on 8/3/2005. See ACN 05116337
(2) Bill: Estate of Barbara L. Crossland
c/o Stone LaFaver & Shekletski
414 Bridge Street
New Cumberland, PA 17070
(3) Tax to be paid by Executor. See ACN 05116336
Additional
Information
Requested
SENIOR SERVICES REP.
PO. 80x J7J I. HARRISBURG. PeNNSYUfANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com
CoMMONWEALTH OF PENNSYLVANIA
IIEPARTI1ENT OF REVENUE
BUREAUbF INDIVtouAL TAXES
DEPT. Z80601
HARRIS8URG, PA 171Z8-0601
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21- 05-0082
ACN 05116337
DATE 04-27-2005
REV-154S EX AFP U'~IIJ
WENDY HARPER
1112 MUSKET LN
MECHANICSBURG PA 17050
TYPE OF ACCOUNT
EST. OF MIRIAM MARTZ 0 SAVINGS
5.S. NO. 172-01-6564 0 CHECKING
DATE OF DEATH 01-16-2005 0 TRUST
COUNTY CUMBERLAND [X] CERTIF.
REMIT PAYMENT AND F9~MS t :
REGISTER OF WILLS fl
CUMBERLAND CO COURT USE
CARLISLE, PA 17013
lfAYPOINT BANK has provided the Depar~t with tha infonlletion listed below which has baen used in
calculating the potential tax due. Thel~ records Indicate that at the death of the above decedent, you Mare a joint owner/beneficiary of
thIs account. If you feel this infor..tian is incorrect, pleasB obtain written correction fro. the financIal institution, attach a copy
to this fo~ end return it to the above address. this account Is taxable in accordance with the Inheritance Tax laws of the Ca..onwealth
of Pennsylvania. QUBstions .ay ba answared by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 531149685 Date 06-06-1989
Established
Account Balance
Percent Texable
Anount Subject to
Tex Rate
Potential Tax Due
x
10,994.55
50.000
5,497.28
.15
824.59
To insure proper credit to your account, two
{Zl copies of thIs notice must Bcco.pany your
pSY88nt to the Register of Wills. Make check
payable to: "Register of WillS. Agent".
x
NOTE: If tax pay.ents are made within three
(3) ~nths of the decedBnt.s date of death,
you .ay deduct a 5% discount of the tax due.
AnY inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART TAXPAYER RESPONSE
[!]lIr~I~~M!im~~!~!~1d~!~IIIIII~~~!I!lllg~~!ii![~11~la..~I~I~i!i~~UJ!!!:I'~H"j!!!I_!!~B~!!m~lilll~~W1~~!!fi!ll
A. D The above lnfar_atlon and tax due Is correct..
1. You .ay choose to remit pay-.nt to the RegIster of Wills with two copies of this notice to obtain
IS discount Dr avoid intersst, or you may check box -Aft and return this notice to the Registe~ of
Wills and an official Bsses~t will be issued by the PA Depa~t.Bnt of RBvBnue.
[CHECK ]
ONE
BLOCK
ONLY
B. D The above asset has been or will be ~8pa~t8d and tax paid with the Pennsylvania Inhe~itancB Tax return
to be filed by the decedent.s representative.
c. ~ The above information is incor~ect and/o~ debts and deductions were paid by you.
~ You .ust co.plete PART ~ end/or PART ~ below.
your
DEBTS AND
ACCOUNTS
PART If you indicate a different t
~ relationship to decedent:
TAX RETURN - COMPUTATION OF
LINE 1. Dste Established 1
2. Account Balance 2
3. Percent Texable 3 X
4. Anount Subject to Tax 4
5. Debts and Deductions 5
6. Anount Taxable 6
7. Tex Rete 7 X
8. Tax Due 8
PART .:l '1,/38
[!] ~
DATE PAID $ Lf71 E
~?it:.~
::;:;ifi
1l/7/,t/f
I
TOTAL IEnter on Line 5 of Tax ConputationJ
DESCRIPTION
AMOUNT PAID
I
$
Under penalties of perjury, I declare that the fects I have reported above are true, correct and
conplete to the best of ny knowledge and belief.
HOME (
WORK (
TELEPHONE
)
)
NUMBER
tr '"' ~
DATE
TAXPAYER SIGNATURE
r-rom.r;.1 . l)UI~I~
IIIIUU.x1..c.U
UUI 1-.)1 "UU..."J IU....J'- TT,..,v I .VV41 VV,,",
~
caNKONWEALTH OF ~ENHSYLVANIA
aEPART"ENT g, REVENUE
IURl!AU a, INDIVIOUAL TAXES
DEPT. za0601
HARRISBURG, PA 171Z&-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 05-0082
ACN 05116336
DATE 0~-27-2005
IIMI4I II UP "'.1Il
SALLY A CARLISLE
6333 PENNSBORO DR
HECHANICSBURG PA 17050
TYPE OF ACCOUNT
EST. OF MIRIAM MARTZ D SAVIHC;S
8.S. NO. 172-01-6564 0 CI1EClCINIi
DATE OF DEATH 01-16-2005 0 TRUST
COUNTY CUMBERLAND 00 CERTIF.
REHIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WAYPOINT BANK hilS ~rllvldod the aopart".n1: ..ltll fIl. Infor"ation 1i.tod balo. vhloh has bun U88d in
calculating tho pot.n'181 ~. dU8. Thalr r.cord. Indiolto thet lit the doeth of tho IIbovII d".d.nt, you ..... . joint o.nor/bonoflola.y of
thl. aocount. If ~GU fo.l thIs Info.MStlon i. inoorr.ot, p1...0 ODtaln ..rltt.n corraotion f.oll tho financial in.titution, IttACh a oopy
to this forM and ~etur" It tD thQ abovv addr*ts. T~l. Bccaunt ia ....ble In eOQOrdance with thl lnhlritano8 Tex Laws of the CD~.DnWBglth
of P.nnsy1venlB. Qua.tion. ..y b. IIn,wI..d by 0.111ng (717) 7a7-aSZ7.
COM~lETE PAR~ l ~ELO" . M . SEE REVERSE SIDE FOR FILING AND PAYMENT %NST~UCTIONS
Account No. 561247587 Date 02-03-1994
Establishad
Aooount Balance
Percent Taxable
~ount Subject to
Tax Rete
Potent1al Tax Due
lC
20,014.30
5D.00D
10,007.1.5
.IS
1,501.07
TAXPAYER RESPONS~
TO lnlure proper credit to your account, twa
Cl) copius gf 1n1s not!c. MU.t acea.p.", ,our
pa~lI.nt to the Ro.lstor of Will.. "ok. oheck
paylblo to: ".81118t.r of Willo, A..ntft.
x
NOTE a If tIIx JlB~J118ntll lira ..de ..lttdn thr-e.
(S) month. of tho d.o.dont'. ~ata of daath,
~ou m.~ doduot . S~ ~i.count of th. to. du..
Any inhGrit.noe te. dU. ~111 bleama dalinquunt
n1nl (9) 1I0nth. Btts. 'h. dote of de.th.
Tax
, 'r.i:i:
!'I": 1..1
, ~ ,I ,1'1'" 'I'
A. 0 T/lo ellovo lnforllatlon ami ta. due i. corr.ot.
1. You may chaD.. tD ~emit pay..n~ ~ ~ Re.later of Wills Kith t~o oop!.. of this notioe to obtain
II dJscount Dr .vg.id inter.st, Of" ~ l1li)" chBek box .'A-' .nd ,..turn this nDtic. to the Ruei.t.r Gf
Will. .nd In offlcl.1 ...a....nt ';11 II. i..... Dy tho PA D.pa.t-ent of R.wonu..
8. IX! Th. .lIove eH.t h.. b.en o. will be .....or19d Ind tII. peld with tho P.M.~lv.nb Inh.rl tence TIlX ,.turn
to D. filed b~ tho decod.nt.. r.p'....,.tlv..
C. [] The above Jnformgtion i~oorr.at andIDr d.bt. and dlduot1ons were psld b~ ~au.
Vou "v.t oo"plet. PART L!J end/or PIIT (!] bo10w.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
TAX RETURN . COMPUTATJON
LINE 1. Oat. h+.....li...,..d
2. Aooount Balance
3. Parcent Taxable
4. A~Dunt Subjeot to T8x
S. Debts and Dcduct10ns
6. A~ount Taxable
7. Tex Rate
e. TalC Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
II
If you 1nd1oeta a different tex rate, please .teta your
relatlonah1p to deoedent:
PART
[!]
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter cn L1na 5 of Tax COMputat10nJ
deolare ~h8t the facts I
and beUaf.
I
.
~
true, oorraot an
- 76-6
DATE
. COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI' 1-96)
OEPARTMENT OF REVENUE ~
BUREAu OF INOIIl1'OUAL TAXES
OEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 005651
HARPER WENDY
1112 MUSKET LN
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
......-- fOld ---------- --------
05118564 I $225.06
ESTATE INFORMATION: SSN: 172-01-6564 05116337 I $246.38
FILE NUMBER: 2105-0082 I
DECEDENT NAME: MARTZ MIRIAM M I
DATE OF PAYMENT: 08/04/2005 I
POSTMARK DATE: 08/03/2005 I
COUNTY: CUMBERLAND I
-
DATE OF DEATH: 01/16/2005 I
I
TOTAL AMOUNT PAID: $471.44
REMARKS:
CHECK# 135
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
I
I
I
I
j