HomeMy WebLinkAbout10-26-05
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I' FilE NUMBER
21
I COUNTY CODE
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRI~RIIRr:;, ~A 171 'A_O~n1
REV .1500 ex.. (8-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONL'(
05 00611
YEAR NUMBER
, DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
j CRANlER, RUTH P
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'DATEOF DEATH (MM-DD-YEAR)
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SOCIAL SECURITY NUMBER
172-36-1578
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DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
! 04/25/2005
07/20/1914
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
i (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
N/A,
~-~ 1. Original Return
o 4. Limited Estate
181
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o 3. Remainder Return (date of death prior to 12.13-82)
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2. Supplemental Return
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4a. Future Interest Compromise (date of death
after t2.12.82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
5. Federal Estate Tax Return Required
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
.tMi$$E~~'BECQMPiElEDi?EeD"eS
!'lAME
'0- 'I Hamilton C Davis
<nz
~ ~ FIRM NAME (If applicable)
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8 ~ Zullinger-Davis, P.C.
TELEPHONE NUMBER
i 717/532-5713
20 East Burd Street, Suite 6
Shippensburg, PA 17257
(1 ) 25,357.01
(2) None
(3) None
(4) None
(5) 1,609.64
(6) 2,966.60
(7) None
(8)
(9) 11,730.30
(10) 2,309.10
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
OFFICIAL USE ONLY
!~..,..)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
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29,933.25
11. Total Deductions (total Lines 9 & 10)
(11 )
14,039.40
12. Net Value of Estate (Line 8 minus Line 11)
(12)
15,893.85
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
i 14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
15,893.85
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 15,893.85 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
i=
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~ 17. Amount of Line 14 taxable at sibling rate x .12 (17)
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)( 18. Amount of Line 14 taxable at collateral rate
c( x .15 (18)
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19. Tax Due (19)
715.22
715.22
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20.0
!f;i:'({ :i,;t;;;t: ';,;:\;;~.j;';i't;%;f~f4'~10lt-~'{:7;;;;;;!"f>~ BE'SUR!lOANSWER'Afr 'QUESn_ONJRMRsl:. SIDE;AHD..CK.i(t~s.-*t~~;4[~;:%~;;t\)~!;t!:);tkt~;*.~~'f#;iJ:'f?;~;:!!l
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
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Decedent's Complete Address:
STREET ADDRESS
401 NEWVILLE ROAD
CITY
NEWBURG
I STATE PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditS/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
I ZIP 17240
(1 )
715.22
(2)
0.00
(3) 0.00
(4)
(5) 715.22
(5A)
(58) 715.22
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;................................................................................ ~ I
~: ~::::~ ~~e~~~~i~~~~s:~~e~~:;~~. .~~~~~. ~~~.~.~ .~~~~~~ .~~~~~~~~~.~~. ~~ .i~.~. ~~~~~.~;.......: ::....:: :'.:: ::::: ....: ::..:::..::......
d. receive the promise for life of either payments, benefits or care?...........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................ .................. ............................ .......... ............ ........ .............. ......... 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 ~
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.
Dedaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
LEEE C ER
831 CRESCENT DRIVE
SHIPPENSBURG, PA 17257
ADDRESS
26 KOUGH ROAD
NEWVILLE, P A 17241
ADDRESS
20 East Burd Street" Suite 6
Shippensburg, PA 17257
DATE
DATE
DATE
Id/II/Oj-
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REnJRN
RESIDENT DECEDENT
ESTATE OF CRAMER, RUTH P
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I FILE NUMBER
21 - 05 - 00611
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 whicli is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
ALL THAT CERTAIN TRACT OF LAND SITUATE IN HOPEWELL TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA - SOLD TO AN UNRELATED THIRD PARTY IN ARivlS LENGTH
SALE
VALUE AT DATE
OF DEATH
25,000.00
2
REIMBURSEMENT OF DECEDENT'S PORTION OF REAL ESTATE TAXES FROM SETTLEMENT
OF SALE OF RESIDENCE (SEE COPY OF HUD-l SETTLEMENT STATEMENT)
357.01
TOTAL (Also enter on Line 1, Recapitulation)
25,357.01
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
ESTATE OF CRAMER, RUTH P
I FILE NUMBER
I 21-05-00611
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
M & T BANK - SAVINGS ACCOUNT # 15004206834184
VALUE AT DATE
OF DEATH
1,009.45
2
ACCRUED INTEREST ON ACCOUNT #15004206834184 TO DATE OF DEATH
0.19
3
1988 DODGE AIRES K- SOLD TO UNRELATED THIRD PARTY AT ARMS LENGTH SALE
100.00
4
MISCELLANEOUS TANGIBLE PERSONAL PROPERTY OF DECEDENT
500.00
TOTAL (Also enter on Line 5, Recapitulation)
1,609.64
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
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21 - 05 - 0061l
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RFSIC1FNT C1Fr.FC1FNT
ESTATE OF
CRAMER, RUTH P
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A LEE E CRAMER
831 CRESENT DRIVE
SHIPPENSBURG, PA 17257
SON
JOINTLY OWNED PROPERTY:
ITEM LETTER
NUMBER FOR JOINT
TENANT
DATE
MADE
JOINT
DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number DATE OF DEATH i % OF DATE OF DEATH
DECD'S VALUE OF
lor similar identifying number. Attach deed for jointly-held real VALUE OF ASSET .INTEREST DECEDENTS INTEREST
,estate.
A
01128/2080 I M & T BANK - CHECKING ACCOUNT #97178756
ACCRUED INTEREST ON ACCOUNT #97178756
TO DATE OF DEATH
5,933.081
0.11'
50%
2,966.54
0.06
2
50%
TOTAL (Also enter on line 6, Recapitulation)
2,966.60
*'
SCHEDULEH
FUNERAL EXPENSES &
AD\t1NSTRAllVECOSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF CRAjVIER RUTH P
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I FILE NUMBER
i 21-05-00611
Debts of decedent must be reported on Schedule I.
ITEM I DESCRIPTION
NUM~
A. FUNERAL EXPENSES:
FOGELSANGER-BRICKER FUNERAL HOl'vIE
AMOUNT
8,207.00
2
SPRING H ILL CEl'vIETARY - BURIAL
425.00
3
GREEN SPRING FIRST CHURCH OF GOD - DONATION
75.00
4
BEEDLES' FLOWERS - F AMll.., Y SPRAY
31.80
B. ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
LEE E. CRAl'vIER RONALD R. CRAl'vIER
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 831 CRESCENT DRIVE
City SHIPPENSBURG State PA Zip 17257
Year(s) Commission paid
Attorney's Fees HAMil.., TON C. DAVIS, ESQUIRE
1.645.00
-waived-
2.
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.
REGISTER OF WILLS OF CUMBERLAND COUNTY
152.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
REGISTER OF WILLS OF CUMBERLAND COUNTY - FILE INHERITANCE TAX
RETURN
15.00
2
CUMBERLAND LAW JOURNAL - LEGAL ADVERTISEMENT OF LETTERS
75.00
Total of Continuation Schedule(s)
1,104.50
TOTAL (Also enter on line 9, Recapitulation)
11,730.30
.
SchedEH
Fu1eraI Expel ases&
~c6.eCostsCXJl'1in.sd
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RF>;lnFNT nFr.FrlFNT
ESTATE OF
CRAMER, RUTH P
I FILE NUMBER
i 21 - 05 - 00611
3
THE NEWS CHRONICLE COl'vfPANY - LEGAL ADVERTISEMENT OF LETTERS
4
OFFICE OF RECORDER OF DEEDS - 1 % REALTY TRANSFER TAX ON SALE OF
RESIDENCE
5
ROSENBERRY SEPTIC TA!\<1<. - SEPTIC TANK INSPECTION FOR PREPARATION OF
SALE OF DECEDENT'S RESIDENCE
6
RESERVE FOR CONTINGENCIES AND FINAL COSTS
Page 2 of Schedule H
84.50
250.00
270.00
500.00
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 05 - 00611
ESTATE OF CRAMER, RUTH P
Include unreimbursed medical expenses.
ITEM
NUMBER
1
10
11
12
13
DESCRIPTION
ANNETTE HARRISON - HOME NURSING CARE
AMOUNT
1,344.00
2
SPRINT - UTILITY - PHONE
26.18
3
HARRY E. KILLIAN, TAX COLLECTOR - 2004 COUNTYrrOWNSHIP REAL ESTATE TAXES
79.53
4
ANNETTE HARRISON - HOME NURSING CARE - FINAL STATEMENT
100.00
5
ADAMS ELECTRIC - UTILITY - ELECTRIC
70.04
6
ROBERT T. HENRY PHARMACY - FINAL MEDICAL - PRESCRIPTIONS
95.38
7
ADAMS ELECTRIC - UTILITY - ELECTRIC
59.81
8
ADAMS ELECTRIC - UTILITY - ELECTRIC
42.37
9
ADA1\1S ELECTRIC - UTILITY - ELECTRIC
32.14
HARRY E. KILLIAN, TAX COLLECTOR - 2005/06 SCHOOL REAL ESTATE TAXES
386.85
FEDERAL EXPRESS - OVERNIGHT DELIVERY FEE
18.00
ADA1\1S ELECTRIC - UTILITY - ELECTRIC
36.79
ADAMS ELECTRIC - UTILITY - ELECTRIC
18.01
TOTAL (Also enter on Line 10, Recapitulation)
2,309.10
REV-1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RF~lnFNT nFCFnFNT
ESTATE OF
CRAt\1ER, RUTH P
FILE NUMBER
21 - 05 - 00611
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
AMOUNT OR SHARE
OF ESTATE
I.
I,' TAXABLE DISTRIBUTIONS (include outright spousal distributions)
LEE E. CRAMER
831 CRESENT DRIVE
iSHIPPENSBURG, PA 17257
SON
ONE-FOURTH OF
RESIDUE
2 RONALD R. CRAMER SON ONE-FOURTH OF
:26 KOUGH ROAD RESIDUE
FWVILLE, P A 17241
3 ICAL VIN CRAMER SON ONE-FOURTH OF
5195 NORTH SALEM CHURCH ROAD RESIDUE
DOVER.PA 17315
4 (ANICE CRAMER HEBERLIG DAUGHTER ONE-FOURTH OF
213 DEODA TE ROAD RESIDUE
MIDDLETOWN, P A 17057
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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
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LAST WILL AND TESTAMENT
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I, RUTH P. CRAMER, of Hopewell Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
./\
administration of my estate.
ITEM II: I bequeath those articles of my household furniture and
furnishings and those articles of my personal effects and personal property
as set forth in a separate memorandum, which I shall place with my will or
deposit with my attorney, to the persons therein designated.
ITEM III: I devise and bequeath the residue of my estate of every
nature and wherever situate in equal shares, per stirpes, to my beloved
children, LEE CRAMER, JANICE CRAMER HEBERLIG, RONALD CRAMER and CALVIN
CRAMER.
ITEM IV: Should any of my said children predecease me or die on or
before the thirtieth day following my death, I devise and bequeath the
such deceased child's share of my estate to his or her issue, per stirpes,
living on the thirty-first day following my death and in default of such
issue, to my issue, per stirpes, living on the thirty-first day following my
death.
ITEM V: I appoint DAUPHIN DEPOSIT BANK ~~ TRUST COMPANY, guardian of
~ILTON C. DAVIS
ATTORNEY AT LAW
'ILLE & SHIPPEHSBURG
PENNA.
any property which passes outright 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 se, p~ovided that this a?pci~tment of a
ILTON C. DAVIS
rTORNEY AT LAW
.LE & SHIPPEHSBURG
PEHNA.
guardian shall not supersede the right of any fiduciary in its discretion to
distribute a share where possible to the minor or to another 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
secondary, college education, both graduate and undergraduate, professional
and other education) 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 VI: I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as part of the expenses of the administration of
my estate.
ITEM VII: I appoint my son. LEE E. CRAMER, and my son, RONALD R.
CRAMER, co-executors of this my last will.
IN WITNESS WHEREOF. I hereunto set my hand and seal to this my Last Will
and Testament, wr~tten on three (3) sheets of paper, dated this ~
day of
-1r1 ov. ~
,
, 1985.
.~~~ fi!.~~)
Ruth P. Cramer
The preceding instrument, consisting of this and two (2) other
typewritten pages, each identified by the signature of the testatri~. was on
the day and date thereof signed, published and declared by the testatrix
therein named, as and for her Last Will, in the presence of us, who at her
request. in her presence, and in the presence of each other have subscribed
1J;fttt{;:"
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COMMONWEALTH OF PENNSYLVANIA
COlJ"NTY OF CUMBERLAND
I, RUTH P. CRAMER, the testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; and
that I signed it willingly and as my free and voluntary act for the purposes
therein expressed.
~.\~ ~ ~~-""''-~)
Ruth P. Cramer ..,,~
Sworn to or at?irmed and acknowledged
before me by (1~h P. Crt'-r'"7'er-,
the testatrix', this I)i-J,.. day of
JJ\ "-(' c..J, ' 1985.
))..d oQ ". YJ< - ~
Notary Public
VELDA M. SEJ\SE. ,.:ctory Public
Shipp:;nsburgt (umberlacd CJ.t Pa.
l,^y Commission Expires i....,Jrch 3. 19S6
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND :
lie (or 1). i-h0n ,'/ /." {. ,VA", __ and ~J I f ( ~ ~ . tbe
witness(es) whose name(s1 are (is) signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say that we
were (I was) present and saw the testatrix sign and execute the instrument as
her Last Will; that the testatrix signed willingly and executed it as her
free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the testatrix signed the Will
as a witness; and that to the best of our (my) knowledge the testatrix was at
that time eighteen (18) or more years of age an of sound mind and under no
constraint or undue influence.
...
Sworn to or affirmed and subscribed to
before me by f/-An>.; 1~':;1 C IJA v:.s
'I
and !\;;,..,...{.:lIC_ Cr~./td'r , witness(es),
this J1-A day of yl1 u--c//'" ' 1985.
IAMILTON c. DAVIS
ATTORNEY AT L"w
E'NVILLE & SHIPPENSBURG
PENNA.
},' r
P-zCet / )A( _ ~~
Notary Public
VELDAI IV! St t'. (': I
Ship...., h ~. .~~. I~otary I='ublic
My EO~~~'i~:;~~C~~~'~,:~e~,: :;.~;' to; 7:~
II
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A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.0FHA 2.nFmHA 3.0CONV UNINS. 4.0VA 5.0CONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT LINN
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This (orm is furnished to give you a statamant o( actual sattlSment costs. Amounts paid to and Dy'ha settlement agent ara shown.
Items marked -[pOCr were paid outside the closing; they are shown here (or Informet/onel purposes anC are not mCluCeC In the totals.
,.. "'.. (LINN ~CILINNl1l
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
James Linn and Ruth P. Cramer Estate
Deborah Linn
,
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-19882B2 I. SETTLEMENT 0/' TE:
401 Newville Road Griest Himes Herrold Schaumann LLP
Newburg, PA 17240 August 29. 2005
Cumberland County. PennSylvania PLACE OF SETTLEMENT
129 East Marl<et Street
York, PA 17401
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 I 25,000.00 401. Contract Sales Pnce I 25,000.00
102. Personal PropertY I 402. Personal Prooertv I
103. Settlement Charaes to Borrower (Line 1400 i 751.50 403. I
104. I 404. I
105. I 405. I
Adjustments For Ilems Paid Bv Seller in advance Ad'ustmenls For ttems Paid Bv Seiter in aelvance
106. CitylTown Taxes 08/29/05 to 01101t06 26.08 406. CitvITpwn Taxes 08/29/05 to 01/01106 2608
107. County Taxes to 407. County Taxes to
108. Sellool Taxes 08129/05 10 07/01/06 I 330.93 40B. School Taxes 08/29105 10 07/01/06 330.93
109. I 409.
110. I 410.
111. I 411. I
112. I 412.
120. GROSS AMOUNT DUE FROM BORROWER , 26,10B.51 420. GROSS AMOUNT DUE TO SELLER 25.357.01
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money I 1,000.00 501. Excess Deoosit (See Instructionsl I
202. Principal Amount at New Loan(s) I 502. Settlement Charaes to Seller (Line 1400 I 654.85
203. Existing loan(s) taken sub'ect to I 503. Existing laan(sltaken subiect to I
204. I 504. Payoff of frrst MQrtgage I
205. I 505. Payoff of second Mortgage
206. I 506. Deposit retained bv seller 1.000.00
207. 507. I
208. 508. I
209. I 509. I
Adiustments For Items UnDaid Bv Seller Ad/ustments For Items Unpaid By Seller
210. CitvlTown Taxes to , 510. CitylT own Taxes to
211. County Taxes to I 511. County Taxes to ,
212. Senco' Taxes to I 512. School Taxes to I
213. I 513.
214. I 514.
215. I 515.
216. , 516.
217. I 517. I
218. I 518.
219. I 519. I
220. TOTAL PAID BYIFOR BORROWER ! 1,000.00 520. T07AL REDUCTION AMOUNT DUE SELLER I 1,654.85
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amounl Due From Borrower (Line 120) I 26,10S.51 601. Gross Amount Due To Seller (Line 420) 25.357.01
302. Less Amount Paid By/For Borrower (Line 220) I( 1.000.00 602. Less Reductions Due Seller (Line 520) I( 1.654.85
303. CASH ( X FROM) ( TO) BORROWER I 25.108.51 603. CASH ( X TO) ( FROM) SELLER 23.702.16
OMB NO 2502 0265 ~
By Stgntng .o~gtl 2 rJ trill Statement, lhe Slg1\aICltle5 adlnOWleGQe rlCalPt at.. compte18d copy 01 page 1 at ltUI MCl page Slatemenl
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price S t8l % I"A.IO F~OM PAID FROM
DIVIsion of Commission (fine 7'QO) as FollOws: BORROWER'S SEL.I...ER"S
701. $ to FUNOS AT FUNDS AT
702. $ to SET":'LEMEN'T SETTlEMENT
703. Commission Paid at Settlement
704. to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Oncinal,on Fee ., 10
,.
802. Loan Discount % to
803. Appra,sal Fee 10
804. C'edil Report 10
805. Lende~s Inspection Fee to
806. Mortoaoe Ins. ADD. Fee to
807. Assumpl,on Fee to
808.
B09.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to 1lil S Iday ( days %)
902. MIP Tollns. for LiteOfLoan tor months to
903. Hazard Insurance Premium for 1.0 vears 10
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months S oer month
1002. Morteaoe Insurance months S Der month
1003. CitvfTown Taxes months S oer month
1004. Countv Taxes months S oer month
1005. Schoel Taxes months @ S per month
1006. months t8l S oer month
1007. monlhs @ S per month
1008. monlhs t8l S eer month
1100. TITLE CHARGES
1101. SelUement or Cleslno Fee 10
1 102. Aoslract or Title Search 10 Tri-Countv Abstract Service 113.00
1103. TiUe Examination to
1104. TiUe Insurance 8inder to
1105. Documenl Preoaralion te
"06. Netary Fees 10
1107. Attorney's Fees to Suzanne H. Griest 350.00
fincJudes above Item numbers: I
1108. TiUe Insurance te
(includes above ifem numbers: )
1109. Lende~s Coverage S
1 110. Owne~s Coverage S
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed S 38.50; Mertgage S ; Releases S 38.50
1202. Citv/Ceunrv Tax/SL1mDs; Deed 250.00. Mert;;ace 250.00
1203. Stale Tax/Stamos: Deed 250.00: Mortoaoe 250.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES .
1301. Survey to
1302. Pesllnseection to
1303. 2005/06 Scheol Taxes to Harrv E. Killian 386.85
1304. Ovemloht Deliverv Fee to United Parcel Service 18.00
1305.
1400. TOTAL SETTLEMENT CHARGES (Enter on L.ine. 103. Section J and 502. Section KI 751.50 654.85
P~ge 2
Certified to be a true cepy.
The undersigned hereby acknowledge receipt of a completJed copy of pages 1 &2 ot this stalement & any attachments referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD-l SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY
THAT I HAVE RECEIVED A PY OF THE HUD-l LEMENT STATEMENT.
Seller Ruth P. Cramer ESL1te
8Y:
liNT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE
ILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS
H. r t, Esquire
enl A nt
TO K OWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
UDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
L-.
(1.INN/UNNI2 )
l f l~
r,~J
"i l~"_; I);'..... ~
.J. LUvJ
m1M&fBank
499 Mitchell Street, Millsboro, DE 19966
August 10, 2005
Law Offices of
Zullinger - Davis
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, PA 17257
RE: Estate of Ruth P. Cramer
Date of Death: April 25, 2005
Social Security Number: 172-36-1578
Dear Mr. Davis:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type......... ..... ............. Checking Account
Account Number..... .................. 97178756
Ownership (Names of).............. Lee E. Cramer, Ruth P. Cramer
Opening Date.................... ...... .01/28/80
Balance on Date ojDeath.........$5,933.08
Accrued Interest
$
0.11
Total.................................... ...$5,933.19
2. Account Type........................... Savings Account
Account Number..... ........... ....... 15004206834184
Ownership (Namesof).............. Ruth P. Cramer
Opening Date........... ............... .08/29(02
Balance on Date oj Death.... ... .. $1,009.45
Accrued Interest
$
0.19
Total. ...... .... ..... ... ... ... ...... ........$1,009.64
.. ,
. Page 2
August 10, 2005
The above named decedent did not have a safe deposit box with this bank.
For any additional information on this account please contact our King Street
branch at 717-532-4132.
Sincerely,
{;/2t7LUrJ..> Ua'l/lllrV
Charlene Warrington, Records Management
1-888-502-4349