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LAW OFFICES
JOHNSON
DUFFIE
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December 19,2005
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE:
Estate of Carl J. Wevodau
Date of Death: March 25, 2005
Your File No.. 2005-00322
Our File No. 5747-3
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Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns. There is tax due fin the amount of $3,034.40
2. 2 copies of Pages 1 &2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to
us in the enclosed envelope.
3. Inventory
4. 2 copies of the Inventory to be time-stamped and returned to us in the enclosed envelope
4. Estate check in the amount of $30.00 representing the filing fees for the Inheritance Tax Return and
Inventory.
matter.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
Very truly yours,
l
~1)jEWART & WEIDNER
DanaWieseman ~
Estate Administration Paralegal
Ene.
c:
:265201
Catherine R. Wevodau, Adminsitratrix
')01 '\L\IZKET STlIEET PO. BOX 109 LE~J()YNE. PFN\SYLVA\IA 1704').0109
\\'\VWIDS\\'.COJVI 717.7614540 F.\X 717.7(1)015 ivIAIL@jDSW.COiY]
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WEVODAU CATHERINE R
104 BELLE VISTA DRIVE
MARYSVILLE, PA 17053
___hn_ fold
ESTATE INFORMATION: SSN: 175-48-4217
FILE NUMBER: 2105-0322
DECEDENT NAME: WEVODAU CARL J
DATE OF PAYMENT: 12/20/2005
POSTMARK DATE: 12/20/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/25/2005
NO. CD 006129
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,034.40
I
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TOTAL AMOUNT PAID:
REMARKS: EST OF CARL J WEVODAU
CA THERINE R WEVODAU
CHECK# 1042
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$3,034.40
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of CARL J WEVODAU
, Deceased
No. 2005-00322
Date of Death 03/25/2005
Social Security No. 175-48-4217
also known as
Catherine R Wevodau
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located 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 of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory
are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
I.D. No.:
Edmund G. Myers
20558
personalantative . ~. m.
Signatur: ~~ ,//~~ ~
Catherine R evodau
Signature:
Attorney:
Firm:
Johnson. Duffie. Stewart & Weidner
Signature:
,
,
I
I
Address: P.O. Box 109
Lemoyne, PA 17043
Telephone: 717 -761-4540
Address:
! )
g238 Corwall Road
Baltimore, MD 21222
Telephone: 717-343-2514
, )
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Dated: ,/gZ /'7-05-
Personal Property
Cash...............................................................................................
Personal Property.........................................................................
Stocks/Listed...................... ....................... ...... ........... ... ... .............
Stocks/Closely Held.............. ...... ...... ...... ........... ...........................
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable........ ................ ....... ................
All Other Property.........................................................................
(j)
,
7,506.64
17,286.00
Total Personal Property.........................................
24,792.64
Total Real Property................................................
225,000.00
Total Personal and Real Property.........................
249,792.641
Total Out-of-State Real Property..........................
or
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
CARL J WEVODAU
No.
21-05-0322
also known as
, Deceased
Date of Death 03/25/2005
Social Security No. 175-48-4217
Cash
Reimbursement
to Estate at Settlement
County Taxes $49.64; School Taxes $1,274.47; and Trash Pickup $ 16.67
1.340.78
Members First Federal Credit Union Personal Checking Account No. 136285-11
2.219.02
Members First Federal Credit Union Personal Savings Account 136285-00
2.346.54
Members First Federal Credit Union Supplemental Savings Account No.
136285-01 (Personal)
1.600.30
Total Cash
7.506.64
Personal Property
1991 Chevrolet 4x4 Pick Up Truck
Private Party Sale
2.800.00
1999 Honda Valkryie Motorcycle
Sale Price
9.000.00
Personal Property
Sold at Auction by Chuck E. Bricker
3.501.00
Personal Property distributed to Alexis Wevodau
1.985.00
Total Personal Property
17.286.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
249.792.64
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
CARL J WEVODAU
No.
21-05-0322
also known as
, Deceased
Date of Death 03/25/2005
Social Security No. 175-48-4217
Real Estate
Real Estate
located at 104 Belle Vista Drive, MaryviJIe, East Pennsboro Township,
Cumberland County, PA. Deed recorded in Book R, Volume 35, Page 842 at
Cumberland County Recorder of Deeds Office. Property sold on November 29,
2005. The Settlement Sheet is attached.
225.000.00
Total Real Estate
225,000.00
2
REV -1600 EX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
II 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0322
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
175-48-4217
WEVODAU, CARL J
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
03-25-2005
01-10-1957
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
...
Z
I
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0::
o
o
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
Wevodau, Catherine R
o 1. Original Return
o 4. Limited Estate
06. Decedent Died Testate (Attach
copy 01 Will)
O 9. Litigation Proceeds Received 0 10. Spousal PovertY Credit (date 01 death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
12-31-91 and 1-1-95)
THIS SECTI6N1"USTBECOij~Li:TEP'ALLC()RRESP()NDE'NCE"~t.lCONFII::lE~'n.(j:.frA)(INFORM/mON '.SHOULD,'BEOIRECTED TO:'
NAME COMPLETE MAILING ADDRESS
Edmund G. Myers
o
o
o
o 3. Remainder Relum (date 01 death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
2. Supplemental Return
4a. Future Interest Compromise (date 01 death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy 01 Trust)
FIRM NAME (II applicable)
Johnson, Duffie, Stewart & Weidner
P.O. Box 109
Lemoyne, PA 17043 ~
,
(1 ) 225,000.00 OFFICtAL USE ONLY
(2) None
(3) None
(4) None
(5) 24,792.64 C"
(6) 199.16
(7) None
(8) 249,991.80
(9) 32,098.57
(10) 83,230.28
TELEPHONE NUMBER
717-761-4540
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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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) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11 )
115,328.85
134,662.95
0.00
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/See 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)
134,662.95
----,....-_._..._----,-~------~~----~-_.__.__._._-~---_._---_._._----~_.__._--_._._.,----_._._--
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 67,231.90 x .00 (15) 0.00
z or transfers under Sec. 9116(a)(1.2)
0
i= 16. Amount of Line 14 taxable at lineal rate 67,431.06 x .045 (16) 3,034.40
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ll. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00
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0
0 18. Amount of Line 14 taxable at collateral rate 0.00 (18)
x x .15 0.00
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I- 19. Tax Due
(19) 3,034.40
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20. D
>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECKMATH<<
Form REV-1500 EX (Rev. 6-00:
Copyright 2002 form software only The Lackner Group, Inc.
~
Decedent's Complete Address:
STREET ADDRESS
104 Belle Vista Drive
.
ISTATE PA
I ZIP 17053
CITY Marysville
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,034.40
0.00
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
3,034.40
......""'....
3,034.40
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER. THE FOLLOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. 0 ~
b. retain the right to designate who shall use the property transferred or its income;.................................... 0 ~
c. retain a reversionary interest; or......................... ........................................................................................ 0 ~
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? ........................................... ....... ..... ................................................................ 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 pe~ury. I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and
comp!e~D_ec;Iarali""-"f.er:.ejlar_~,-oth,,,-th,,-n th"J'"~",,lrepre,sen.tative .is_ba.s...d~_nali i"fo_flTla~n ofw,tlichpreparer has any ~n()wledjle
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
C ,;ne R :evo:g'~%?/~ '00""- ~;';'~o~12~
DATE
/;2--/9-CS-
DATE
ADDRESS
DATE
P.O. Box 109
Lemoyne, PA 17043
(' :2 - (i - O~
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)l. 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 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.
Rov-160iex+ (6.98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ESTATE OF
All roal 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, ne~her 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 DESCRIPTION
1 Real Estate
located at 104 Belle Vista Drive, Maryville, East Pennsboro Township, Cumberland
County, PA. Deed recorded in Book R, Volume 35, Page 842 at Cumberland County
Recorder of Deeds Office. Property sold on November 29, 2005. The Settlement
Sheet is attached.
VALUE AT DATE
OF DEATH
225,000.00
.
TOTAL (Also enter online 1, Recapitulation)
225,000.00
(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 A (Rev, 6-98)
Rov.160S'EX+ (6-9S)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ESTATE OF
Include the proceeds of litigation and the date the proceads were received by the estate.
All proporty jolntly-ownod with tho right of survivorship must bo dlsclosod on schedule F.
ITEM
NUMBER DESCRIPTION
1 Members First Federal Credit Union Personal Checking Account No. 136285-11
VALUE AT DATE
OF DEATH
2.219.02
2 Members First Federal Credit Union Personal Savings Account 136285-00
2.346.54
3 Members First Federal Credit Union Supplemental Savings Account No. 136285-01
(Personal)
1.600.30
4 Reimbursement
to Estate at Settlement
County Taxes $49.64; School Taxes $1,274.47; and Trash Pickup $ 16.67
1.340.78
5 1991 Chevrolet 4x4 Pick Up Truck
Private Party Sale
2,800.00
6 1999 Honda Valkryie Motorcycle
Sale Price
9.000.00
7 Personal Property
Sold at Auction by Chuck E. Bricker
3.501.00
8 Personal Property distributed to Alexis Wevodau
1,985.00
TOTAL (Also enter on Line 5, Recapitulation)
24,792.64
(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 E (Rev. 6-98)
Rev-1609 EX+ (6-'8)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T IV< RETURN
RESIDENT DECEDENT
ESTATE OF
WEVODAU, CARL J
FILE NUMBER
21-05-0322
If an asset was made joint within one year of the decedents date of de.th, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Alexis F Wevodau
ADDRESS
RELATIONSHIP TO DECEDENT
606 B Street
Enola, PA 17025
Daughter
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 11/2/2000 Checking Account No. 198510-11 174.28 50.000% 87.14
2 A 11/2/2000 Regular Savings Account No. 198510-00 151.59 50.000% 75.80
3 A 11/2/2000 Supplemental Savings Account No. 72.43 50.000% 36.22
198510-01
TOTAL (Also enter on Line 6, Recapitulation) 199.16
(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 F (Rev. 6-98)
REV-1161 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
2,111.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Catherine R Wevodau
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 8225 Cornwall Road
City Baltimore State
Year(s) Commission paid
See continuation schedule(s) attached
MD
Zip 21222
10,000.00
2.
Attorney's Fees
See continuation schedule(s) attached
10,000.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Catherine R Wevodau
Street Address 104 Belle Vista Drive
City Marysville
3,500.00
Relationship of Claimant to Decedent
State
Spouse
PA
Zip
17053
4.
See continuation schedule(s) attached
Probate Fees
287.00
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
6,200.57
TOTAL (Also enter on line 9, Recapitulation)
32,098.57
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1602 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Richardson Funeral Home
2.111.00
Subtotal
2.111.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1602 EX+ (6-98)
.
SCHEDULE H-B1
PERSONAL REPRESENTATIVE'S
COMMISSIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Catherine Wevodau
10.000,00
Subtotal
10.000,00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B1 (Rev. 6-98)
Rev-1602 EX+ (6-'8)
.
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Johnson Duffie
10.000.00
Subtotal
10,000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rov-1602 EX+ (6-98)
.
SCHEDULE H-B3
FAMILY EXEMPTION
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Catherine Wevodau
3,500.00
Subtotal
3,500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B3 (Rev 6-98)
Rov-1602 EX+ (6-98)
'*
SCHEDULE H.B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills Office
Probate Fees
287.00
Subtotal
287.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev 6-98)
Rev.1602 EX+ (6-S8)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-05-0322
WEVODAU, CARL J
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
AJ Wright
Installation of Bathroom Carpet to prepare for sale of real estate
100.70
2
Chuck Bricker, Auctioneer
Appraisal of Decedent's personal property
125.00
3
Clauser Real Estate Appraisals
2nd Appraisal on Property
300.00
4
Cumberland County Register of Wills Office
Filing Fees fo Inhertiance Tax Return ($15.00) and Inventory ($15.00)
30.00
5
Cumberland Law Journal
Notice of Estate Administration
75.00
6
D&D Septic Service
To prepare for sale of real estate
89.80
7
Gas and Services for Lawnmower to prepare for Auction
100.00
8
James A. Meintal and Andrea Meintal
Payment for work to be completed at Real Estate as per Agreement
2.500.00
9
John Wood
Trash Removal to ready real estate for sale
350.00
10
K-mart Store - New Locks for Kitchen Door in Residence to prepare for sale of
Residence
157.17
11
L.G. Conner Real Estate Appraisals
300.00
12
Lawn work to prepare for sale of Real Estate
280.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1602 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEVOOAU, CARL J
FILE NUMBER
21-05-0322
ITEM
NUMBER
DESCRIPTION
AMOUNT
13
Members First Federal Credit Union
Bank Fee - Checks for Account
12.95
14
Postage Costs
21.15
15
Reserves
Filing of account and close out costs
500.00
16
T.O. Shinaberry
Cleaning & trash removal to prepare for sale of Real Estate
1.101.95
17
The Patriot News
Notice of Estate Administration
130.00
18
UPS Charges
22.55
19
UPS Services
4.30
Subtotal
6.200.57
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B? (Rev. 6-98)
Rov-1612 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEVODAU, CARL J
FILE NUMBER
21-05-0322
Includo unrolmbursod modlcal oxponsos.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 AT&T
Account No. 1107375 - Home Utility - Telephone Account
613.67
2 Checks Clearing after Date of Death
Miscellaneous checks clearing after date of death, including ATM transactions
861.46
3 Direct TV
Account No. 14716214 - Utility Bill - Cable Television
506.28
4 East Pennsboro Ambulance Service, Inc.
Ambulance service
32.75
5 East Pennsboro Township Sewer and Sanitation
Sewer Invoice for Property
46.50
6 East Pennsboro Water Utility Company
Utility bill - Water Company
93.00
7 Holy Spirit Hospital
Medical Expenses
274.64
8 Kohls Department Store
Account No. 040-9193-992 - Credit Card Account
447.26
9 Marshall's Discount Store
70.79
10 MBNA For People PC
Balance due at date of death
181.52
11 Members First Federal Credit Union
Visa account balance at date of death
132.06
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 10, Recapitulation)
83,230.28
(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 I (Rev 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEVODAU, CARL J
FILE NUMBER
21-05-0322
ITEM
NUMBER
12
DESCRIPTION
Members First Home Equity Loan Account No. 136285-05
Balance of principal and interest due on March 25, 2005
VALUE AT DATE
OF DEATH
19.297.44
13
Pa Department of Transportation
Registration Fee on Automobile
26.00
14
Pennsylvania Power and Light
Account No. 11180-82000 - Home Utility
766.71
15
Settlement Charges
for sale of real estate on November 29,2005. A copy of the Settlement Sheet is
attached.
22.249.00
16
Waterfield Mortgage Company
Balance of principal and interest due at date of death on March 25, 2005.
37.597.50
17
West Shore EMS Transport
Ambulance Services
33.70
TOTAL (Also enter on Line 10, Recapitulation)
83.230.28
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98).
.
REV-1613 EX+ (9-00)
*'
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
WEVODAU, CARL J
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-05-0322
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Alexis F Wevodau
606 B Street
Enola, PA 17025
Daughter
1/2 of Estate
Catherine R Wevodau
104 Belle Vista Drive
Marysville, PA 17053
Spouse
1/2 of Estate
Total
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
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
LISTING OF EXHIBITS FOR
ESTATE OF CARL J. WEVODAU
EXHIBIT A
Settlement Sheet for sale of property located at 104 Belle
Vista Drive, Marysville, Pennsylvania
265206
EXHIBIT A
A. Settlement Statement
U.S. Department of Housing and Urban Development
OMS Approval No 2502-0265 (expires 9/3012006)
S. Type of Loan
1. OFHA 2. OFmHA 3. OConv. Unins. I 6. File Number I 7. Loan Number /8. Mortgage Insurance Case Number
4. OVA 5. ~Conv. Ins. 200599 042.641551.9
C. Note: li~~s marked "(p.o.c.)" were paid outside the cloSing; they are shown here for Information purposes and are nol included in the 1~lals. I TitleExpress Settlement Syslem
WARNING: It is a crime to knowingly make false statemenls 10 the United Slates on this or any other similar form. Penaltles upon
conviction can inClude a fine and Imprlsonmenl. For details sail: TIlle 16 U. S. Code Section 1001 and Seclion 1010. Printed 11/2912005 a113:08 CTO
D. NAME OF BORROWER: James A. Melntel and Andrea P. Melntel
ADDRESS: 36 W. Kina Street L1ttlestown PA 17340
E. NAME OF SELLER: Cathorine R. Wevodau, Executrix of the Estate of Carl J. Wevodau
ADDRESS: 104 Belle Vista Drive Marvsvllle PA 17053
F. NAME OF LENDER: Homecomings Financial Network, Inc.
ADDRESS: 9 Svlvan Wav. Suite 310 Parslppanv. NJ 07054
G. PROPERTY ADDRESS: 104 Belle Vista Drive, Marysvllle, PA 17053
East Pennsboro TownshlD
H. SETTLEMENT AGENT: Absolute Abstract, LLC, Telephone: 717-432.7102 Fax: 717.432.1535
PLACE OF SETTLEMENT: 125 West Harrisbum Street, Dlllsbura. PA 17019
I. SETTLEMENT DATE: 11/29/2005
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 nrice 225000.00 401. Contract sales orice 225.000.00
102. Personal Pronertv 402. Personal Prooertv
103. Settlement charoes to borrower (line 1400\ 9 992.29 403.
104. 404.
105. 405.
Adjustments for items paid by seHer in advance Adjustments for items paid by seller in advance
106. City/town taxes 406. Cilv/town taxes
107. County taxes 11/29/05to 12/31/05 49.64 407. Counlv taxes 11/29/05 to 12/31/05 49.64
108. School taxes 11/29/05 to 06/30/06 1.274.47 408. School taxes 11/29/05 to 06130106 1 274.47
109. Trash 11/29/05 to 12/31/05 16.67 409. Trash 11/29/05 to 12/31/05 16.67
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 236 333.07 420. GROSS AMOUNT DUE TO SELLER 226 340.78
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deoosit or earnest monev 5 000.00 501. Excess DeDosit Isee instructions)
202. Prrncioal amounl of new loans 225 000.00 502. Settlemenl charoes 10 seller lIine 1400l 15499.00
203. Existina loanlsl taken sub'ect 10 503. Existina loan(s) taken subiect to
204. 504. Payoff of First Mortaaae Loan 34,212.42
Waterfield Mortaaae Co. Inc.
205. 505. Pavoff of Second Mortaaoe Loan 18352.11
Members 1st Federal Credit Uni
206. 506.
207. Seller Assist 6.750.00 507. Seller Assist 6,750.00
208. 508.
209. 509.
Adiustments for Items unDald bv seller Adlustments for items unpaid bv seller
210. City/town taxes 510. City/town taxes
211. Counlv taxes 511. Countv taxes
212. School taxes 512. Schooi taxes
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 236 750.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 74813.53
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower Iline 12m 236 333.07 601. Gross amount due to seller lIine 4201 226340.78
302. Less amounts oaid bvflor borrower lline 22m 236 750.00 602. Less reduction amounl due seller lIine 520l 74813.53
303. CASH TO BORROWER 416.93 603. CASH TO SELLER 151.527.25
SUBSTITUTE FORM 1099 SELLER STATEMENT: The Information contained herein Is lmportanllv: Information and is being furnished 10 the Intemal Revenue Service. If you are required 10 file a return,
~n~e2~ranb~~':~~j:I~~hlh~S~~~j~~::;~e~~~m!t~~dl~~~~II~~~iS ilem Is required 10 be reported and the IRS determines thaI il has not been reported. The Contract Sales Price described On
~~~~~~, ~~~eady bJel~~b~~~r?ovl~~lt~~ ;:~~~le~;:I~~; (I~e~::dx ~~ l:~ ~~~~r1~~~:lt~I~~~~~~~~i~.r:r t:~~:~~~hn~~b~~. t~I~~~t~~~~~~~~e ~~cTI;~~~:~~:~:,:~~~~~~nber.
TIN:__"_-_I_-_"_ SELlER(S)SIGNATURE(S):
SEUER(Sl NEW MAILING ADDRESS:
SEUER(S) PHONE NUMBERS:
(HI
(WI
u.~. Utt"AKI MtN I Ut- HUU:;ING ANU UK~AN Ut:Vt:LOPMt:Nl
SETTLEMENT STATEMENT
File Number: ZUU599
T
PAGE 2
illeExoress Settlement System Printed 11/29/2005 at 13:08 CTD
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALESIBROKER'S COMMISSION based on price $225 000.00 1I'il5.500 = 12 375.00 BORROWER'S SELLER'S
Division of commission Iline 700\ as follows: FUNDS AT FUNDS AT
701 $ 6 162.50 to Remax A.1 Realtv. Inc. SETTLEMENT SETTLEMENT
702. $ 6212.50 to John Glise Realtv.lnc.
703. Commission paid at Settlement 12375.00
704. Transaction Fee to Remax A.1 Realtv. Inc. 195.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Ori ination Fee 1.500 %Anthraclte Financial GrOUD 3.375.00
802. Loan Discount %
803 Annraisal Fee to William L. Derrick 300.00
804. Credit Reoort to Anthracite Financial Group 50.00
B05. Underwrilina Fee to Homecominos Financial Network Inc. LR 300.00
806. Tax Service Fee to Homecominos Financial Network Inc. LR 85.00
807. Flood Certification Fee to HDmecominos Financial Network Inc. LR 6.00
B08. Broker Processino Fee 10 Anthracite Financial Group 250.00
B09. Lender Fundinq/Review Fee to Homecomings Financial Network Inc. LR 250.00
Bl0.
Bll. Broker Fee od bv HFN to Anthracite Financial Group $1 406.25 POC bv Lender
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 11/29/2005 ta 12/01/2005 ((i)$ 39.2979 Idav 2 Davs LR 78.60
902. Mortaaae Insurance Premium far ta
903. Hazard Insurance Premium for 1 Year 10 Capital ReDlon Insurance Agency, Inc. IP.0.C.l761.00 Buyer
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance 3 ma. ((i) $ 63.42 Imo LR 190.26
1002. Mortaaae Insurance ma. ((i)$ 180.00 Imo
1003. Cilv Prooertv Tax mo.lij)$ Imo
1004. Countv Pronertv Tax 10 mO.IQ)$ 45.76 Ima LR 457.60
1005. Schaal taxes 6 ma. ((i)$ 181.15/ma LR 1.086.90
1009. Aaareaale Analvsis Adiustment ta Homecominas Financial Network Inc. LR .753.82 0.00
1100. TITLE CHARGES
1101. Settlement ar ciasinn fee
1102. Abstract or tille search
1103. Tille examination
1104. Tille insurance binder
1105. Document Prenaratian
1106. Natarv Fees ta Chris Damron 25.00 10.00
1107. Attarnev's fees
{includes abave items No: \
1108. Tille Insurance ta Absolute Abstract, LLC 1 483.75
(includes above items Na: \
1109. lender's Palicv 225 000.00 .
1110. Owner's Policv 225000.00 . 1 483.75
1111. End 100 End 300 End 900 to Absolute Abstract. LLC 150.00
1112. Wire Fee to Absolute Abstract. LLC 20.00
1113. ClosinoSvcLtr to Absolute Abstract. LLC 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Recordina Fees Deed $ 38.50 . Mortaaae $ 64.50 . Release $ 103.00
1202. Citv/Countv tax/stamos Deed $2 250.00 . Martaaae $ 2 250.00
1203. State T axlstamos Deed $2 250.00 . Martaaae $ 2 250.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301 Overniaht Fee ta Absolute Abstract LLC 20.00 40.00
1302. EDacs Fee to Absolute Abstract LLC 35.00
1303. Seotic Service to D.E.W. & Sons 245.00
1304. Transaction Fee to John Glise Inc. 125.00
1305. Home Warranty to Home Buyers Resale Warranty COrD. 449.00
1306. Tax Certification to Alice D. Stine Treasurer 5.00
1400. TOTAL SETTLEMENT CHARGES lenter on lines 103 Section J and 502 Sectian K\ 9 992.29 15499.00
HUD CERTIFICATION OF BUYER AND SELLER
tiI~mIlL@l&(
WARNING: IT IS ^ CRIME TO KNOWINGLY MAKE FAlSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
CAN INCLUDe A FINE AND IMPRISONMENT. FOR DETAILS SEE TlTI.e 18'
u.S. CODE'. SECTION 1001 AND SECTION 1010
SETTlEMENT AGENT: