HomeMy WebLinkAbout01-17-06(2)
REV-l500 EX + (6-00t ... _
.. ~.~' .... 'COMMONWEALTH OF
. PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
. HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 5 0 1 7 0
COuNTY"CoiiE ----vEAR- - - NUMBER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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McDEVITT, JAMES L.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
2 0 9 - 2 4 - 0 2 0 8
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
01/16/2005 01/15/1930
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[Kl1. Original Retum
D 4. Limited Estate
[Kl 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1+95)
D 3. Remainder Retum (date of death prior to 12-13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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THIS'SECTlON"MtJST.BECOMPLETED;i~L'CORRESPONDENCEiA'NDCONFIDENTIALHtAX INFORMATIONiSHOULDBEDIRECTEDTO:
NAME COMPLETE MAILING ADDRESS
HAROLD S. IRWIN III 64 SOUTH PITT STREET
FIRM NAME (If Applicable)
IRWIN LAW OFFICE CARLISLE PA 17013
TELEPHONE NUMBER
717-243-6090
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
D 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)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
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OFFI~AI:, USE ONLY
(1)
(2)
(3)
(4)
(5)
65 000.00
O Oft. :'::0
. u;: _::~
0.00' '
0.00
20,521.76
,
.1
L" .~
{ .,,0
--,
-._1
../.-.~
t ~.,~
(6)
0.00 :i~
(7)
0.00
(8)
85,521.76
(9)
(10)
34,109.51
54,267.35
(11)
(12)
(13)
88,376.86
-2,855.10
0.00
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
-2,855.10
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 X _(15) 0.00
0.00 X _(16) 0.00
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 0.00
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
c--
Oeceden s olI'pee ress:
STREET ADDRESS 216 EAST GARFIELD STREET
CITY I STATE I ZIP
SHIPPENSBURG PA 17257
t' C
I t Add
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penally if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
0.00
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 properly transferred; ........................................................................... D [Rl
b. retain the right to designate who shall use the properly transferred or its income; ........................................ D [Rl
c. retain a reversionary interest; or ... .................. ........................ ...... ... ........ ......... ........................ ....... D [Rl
d. receive the promise for life of either payments, benefits or care? ............................................................. D [Rl
2. If death occurred after December 12,1982, did decedent transfer properly within one year of death
without receiving adequate consideration?..... .......................... .................... ........................................... D [Rl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .......... ....... D [Rl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which
contains a beneficiary designation? ........ .......................................................... ................ ..................... D [Rl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all inform tion of which preparer has any knowledge.
SIGNATURE OF EER~O~RESPONSIBLE FOR Fill ETU DATE
,~ ~ ~ 1//1/2006
ADDRESS
1420 WEST MARKET STREET, AKRON OHIO 44313
F ARER OTHER THAN REPRESENTATIVE
ADDRESS
64 SOUTH PITT S
RLlSLE, PA 17013
DATE
1/;f..{2006
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. 99116 (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. 99116 (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. 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. 99116(1.2) [72 P.S. s9116(a)(1)J.
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. 99116(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.
REV-15020X:\.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McDEVITT JAMES L. 21 05 0170
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 DrODertv which Is lolntlv-owned with riaht of survivorshiD must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
HOUSE AND LOT AT 216 EAST GARFIELD STREET, SHIPPENSBURG, PA
Value Based on Sale Price
HUD-1 attached as Exhibit "B"
VALUE AT DATE
OF DEATH
65,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
65 000.00
REV-1503 EX; (.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21 05
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0170
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV~l50' EX, (~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSEL V-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21 05
0170
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
,
REV-1507 EX + ('6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21 05
0170
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1508 EX~ (6-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21 05
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
0170
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
7,074.80
2.
M & T BANK
Checking account No. 57690545
See Exhibit "c"
1983 CATALINA 25' SAILBOAT
Value based on statement attached as Exhibit "0"
7,500.00
3.
1976 MGB AUTOMOBILE
4,000.00
4.
MISC. PERSONAL PROPERTY
1,500.00
5.
REAL ESTATE TAX PRORATION
446.96
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
20521.76
REV-1509 EX +, (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21 05
0170
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.
B
c
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. NONE 0.00 0.00
TOTAL (A/50 enter on line 6, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-151O EX "16-.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
0170
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21 05
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. NONE 0.00 0.00
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX +,(12-99) .
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
McDEVITT JAMES L.
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
21
05
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
AUER MEMORIAL HOME AND CREMATION SERVICES, INC.
MT. ST. MARY'S UNIVERSITY - Burial Plot, Grave Opening and Service
CODORI MEMORIALS - Grave Marker
REV. WILLIAM D. BYRNE - Funeral Service
CARRIAGE HOUSE INN - Memorial Dinner
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name 01 Personal Representative (s)
Social Security Number(s)/EIN Number 01 Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
Attomey Fees IRWIN LAW OFFICE
Family Exemption: (II decedent's address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship 01 Claimant to Decedent
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
Accountanfs Fees
Tax Retum Preparer's Fees
CUMBERLAND COUNTY REGISTER OF WILLS - Filing Costs
CITIMORTGAGE - Mortgage Payments on Real Estate
CARLISLE INSURANCE SERVICES - Executor's Bond
DIVERSIFIED APPRAISAL SERVICE - Appraisal of Real Estate
WILLIAM P. McDEVITT - Reimbursement of Travel Expenses
ROMINGER LEGAL - Service of Eviction Notice
EVENING SENTINEL - Legal Advertising
CUMBERLAND BAR JOURNAL - Legal Advertising
CUMBERLAND COUNTY PROTHONOTARY - Filing Costs for Eviction Complaint
SHERIFF - Service of Eviction Complaint
IRWIN LAW OFFICE - Attorney Fees for Eviction Proceeding
CHESAPEAKE YACHTING CENTER - Slip Fees for Sale Boat
TOTAL (Also enter on line 9, Recapitulation) $
(II more space is needed, insert additional sheets 01 the same size)
0170
AMOUNT
1,390.00
850.00
786.00
100.00
236.16
5,500.00
329.00
30.00
6,755.98
140.00
275.00
4,054.82
55.00
180.59
75.00
55.50
57.97
1,000.00
936.39
34,109.51
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
McDEVITT, JAMES L.
Decedent's Name
Page 1
21 05 0170
File Number
Schedule H - Funeral Expenses & Administrative Costs. B7.
ITEM
NUMBER
DESCRIPTION
AMOUNT
19.
20.
CAPITAL ABSTRACT CORPORATION - Closing Costs on Real Estate
RANDY SHAFFER. Maintenance and Clean-up of Real Estate
9,287.00
2,014.80
SUBTOTAL SCHEDULE H.B7
11,301.80
.
REV-1512 EX + t6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDEVITT JAMES L.
FILE NUMBER
21
05
0170
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. SPRINT
Utility Bills
VALUE AT DATE
OF DEATH
233.85
2. PENELEC
Utility Bills
144.49
3. BOROUGH OF SHIPPENSBURG
Utility Bill
176.20
4. DIRECT TV
Utility Bill
158.72
5. P P & L GAS
Utility Bills
2,573.00
6. SAIL MAGAZINE
Subscription Bill
35.91
7. SPRING ROAD FAMILY PRACTICE
Medical Bill
101.17
8. CITIMORTGAGE
Payoff of Mortgage on Real Estate
50,484.33
9. BOROUGH OF SHIPPENSBURG
Payoff of Final Utility Bill
359.68
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
54.267.35
REV.""""".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
McDEVITT JAMES L. 21 05 0170
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. WILLIAM P. McDEVITT
1420 West Market Street 100% RESIDUE
Akron, OH 44313
I
1.
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
1. NONE 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. NONE 0.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space ;s needed, insert additional sheets of the same size)
u......'..::J ~ ~uw lU~~
c~:b~ S00~-[T-N~[
I HEREBY MAKE THIS AS MY LAST WILL AND TESTAMENT. MY BILLS SHALL BE PAID.
EVERYTHING I OWN I LEAVE TO MY BROTHER WilLIAM P. MCDEVITT. NEXT, I APPOINT
WILLIAM P. MCDEVITT AS EXECUTOR OF MY ESTATE.
SIGN(i
--/"
WITNESS: ~/. ,D J)jJ/<;- \ DATE:
oJ ~p U(j~ - <U
JAMES L. MClJEVITT , ._.) n
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f ,/ cj~' "j
i~ I"" 1--- / -, DATE: f 'f /'is-
I!; If/OS- WITNESS: J~ \ DATE II I ~
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Wl:lLv:S 5002 El u~r
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W A. Settlement Statement
u,s. De~;.lItm..nt of Ha,!sing and Urban Development
CAPITAL ABSTRACT nIllIFlI"n. 7'iO?-C17fo.5 RFV HIH1.1 1.'IRfil
B 'TV!:>!' ....!' I nJl.N
CORPORATION I. 0 Fl-IA 2. DFmHA 3, DCanv, UnllJ,.
4. nVA .; nr:c.nv. ",,'
6, fILE NUMSl';R 17. LOAN NUMBER
OS-1410
H. /IiIOltTOAGE INSURANCE cr.SS NUMllJ::it
C, Note' Thlo larm II; 1urMloh.d lD gill" yuu... Ii\atumont Qf ActUAl iQrtlomunl Cd.t.. Amounhl ..i1I~ \D .:md lIy 'n~ -.unlomllntaOdnlllrO anowfl, I TitloExpru.. 5=ttl~m.nt 5y.loIn
I n801& nlGrkod "',p,u,'.l" war. pold a\JwhJo thlll Clu_h\D; Ihoy 1In1 1ihgWn h.ru tar I"'orm.'ftm pur,.nu'H Inl~ In fl'l::ll lo,lud.d I,., lhu IgtalS.
~Akfll.'I\IQ: I[ IL- oi) CI'lmQ tu knowIng Iv m.ka 1Ilaia ..hll.n.."t. LC 1~1~,~~\I~~~,lii~ID~ on thlli ur.~ C1[lh.r .Imlla, lanll. f1Cln~IU'G&Ii upon
D. NAME OF BORROWER: George R. Shaffer
A "'W>"~~'
E NAME OF SELLElc James L. Estale McDevitt
~""",:,~,
r. NAME OF LENDER:
~ I) )",.-~'"
{; I'ROI'ERTY AI)DRI'.SS; 216 EaSt Garfidd Strlltlt, Shippensburg, PA 17157
, rp Flm'nlwh
I'l, SETTLEMENT AGENT: Capital Abstract Corporation, Tel~phone: 717-261-9143 Fax: 717-261-9783
I" A,'r- 01' ~r-1"" r.. ,A':"'IT' 999 l i,'"oln WHV E'"<I' ~L PA 17201
I \:,,'r1" 1',Ar.~I" )4"":" 01/0612006
.1. SlJMMARY ()1= 'S TRANSACTION: K SUMMARy OF >':~I I >=~'''' TRANSACTION:
'100 I';RC'l<:;<:; .4nn r::l<n<:;<:; AMf'lII>JT nil'" TO <:;1'" .",,,,.
'0'. r.nntr..", .".. nol".. 65,000.00 .on. rMt.." ..,.. M". 65 000.00
.no ..n,
.n. 1 385..25 ...,~
-1M. .on.o
I 'os, .on<
,- ~,.jV~"M . hv...II... .Hu.n"_
in" And
in> (' ..,~
1nR '" 01/06/06'r 06/30/06 452 . 67 411" <.MAI ...... OI/06/Db 'n06/30/06 452.67 i
'n" .on..
I1n ..,n
....11.L .."
11> I .."
,?n '-';10>""" :11= 66 837.92 .4"n GROSi': .11= 'Tn S!"LL"R: 65 45:2.67
?nn 'f'l'" O~I 0"0,",., "'nF' son. "'''''''lrT', .. '~'I
~n1 1. 000.00 dn' >".....
'n. "M ~_~,_
9 287.00
~n~ W-...b.:t1nl"l In;In'~' t8.)ttm '\tlhl~t'" fl'l ~n' 1'.1..,.,
,n... 56 832.21 -;n..
50,484.33
Ci tilll.Crtcracra
2Ilfi. <It<
211~ <n~
207. S07 "Inn' I "'".,
3S9.5B
,"" BorQuan g;f 5hiccsnsburq
SOR
'M
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< . it"",. III'n~i~ hv' .11",
>in 1"''''/'"'
01/ 01/ 06tnOllO 6/06 <1n <",."ltn. , '.'HC
,,, r-,,,...,... 5.71
,,, 511 Cntlntv h.:.:o:s 01/ol/oQfnOl/06/06 5.71
<<>
..213. <<>
21.<. . .,..
1'" .<,~
I 216.
I '1.17. ...
llJl. <17
219. ...
"20, T()TAI PAl" ~..
I 67 837.92 ~.,n TOTA'
"nn r-"".... AT "'!;>
I f'li:.> TO AnO","' 1."'''' FInn ......,,"'.'1" <:; 50 135.72
,n, -
--1ll:' 66 837.92 :n. . .... 55
"nl 67,837.92 <nO 452 . 67
60 136.72
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Pm M&fBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
March 15, 2005
Harold S Irwin II
Irwin Law Office
64 South Pitt Street
Carlisle, Pennsylvania 17013
Re: Estate of James L McDevitt
Account Number: 57690545
Date of Death: Januarv 16, 2005
Dear Sir or Madam:
Per a memo from Yvette Shughart at the Branch, dated March 08, 2005, please be advised that at the time of death, the
balance on the above referenced account was:
1.
Type oj Account
Checking Account
Account Number
57690545
Ownership (Names oj)
James L McDevitt, Jr, Joint Owners *
Patricia B McDevitt, Joint Owners *
Opening Date
7/28/89 Closed 3/8/05
Balance on Date oj Death
$7,074.80
Accrued Interest
$ 0.06
Total
* For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call
the King Street Office # 717-532-4132.
Sincerely,
Nancy Clagett
Records Management
., J . *"
Kissinger Marine Surveying
P.o. Box 289
Chart..town, MD 21914
410-937-0400
MEMBER
American Boat and Yacht Council
A.B.Y.C.
Captain, licensed by USCG #910637
SAMSlSA
Survey For: JAMES McDEVITT
Fax To: N/A
Attention: N/ A
Special Instructions: NO FAX, MAIL SURVEY TO HOME ADDRESS
File#:46460130
.. . ..,. Page 2 of 8
Ki.singer Marine Survey.
P.o. Box 289
Charleatown. MD 21914
410-937 -0400
MEMBER
American Boat and Yacht Council
A.B. V.C.
Captain. licensed by USCG #910637
SAMS/SA
Survey For: INSURANCE EVAlUATION/NON MECHANICAL
JAMES MCDEVITT
216 E. GARFIELD ST
SHIPPENSBURG, PA 17257
Date: 3-2-2001
Phone#:717 -532-9584
Fax#:NJA
File#: 46460 130
Vessel's Name:SAILlNG SOLUTION
Hailing Port:ESSEX, MD.
HIN#:XFR29514M838
GENERAL
Type:SAlLlNG SLOOP
Home: SHIPPENBURG , PA
Builder: CATALINA Model Year: 1982
Model: C-25
l.O.A.:25'1" Beam: 8'0" Draft: 4'0"
Displacement: 4,550 lBS
Production Year: 1982
Registration#: MD 8863 AH Documentation#: N/A
Vessel to be used for: PLEASURE USE
Current Owner: JAMES McDEVITT
Owner Address: SHIPPENSBURG, PA,
Recommended Navigationallimits:BA Y AND COASTAL
Vessel's Berth afloat: ESSEX, MD.
Winter lay-up: SAME, IN WATER
MARKET VAlUE:$6,500.00 REPLACEMENT VAlUE: $40,000+
Stated values based on the SUC book, Power Boat Guide. Local Markets,
Soundings and over 7 years marine experience.
Hull: FIBERGLASS REINFORCED PLASTIC (FRP) Condition: GOOD
Decks: FRP OVER BAlSAlPl YWOOD CORE Condition: GOOD
Superstructure: FRP & STAINLESS STeEL Condition: FAlR+
FRP: Fiberglass Reinforced Plastic