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Home My WebLink About01-30-06 REV-1500 EX (6-00) . . OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER -lL COUN1Y CODE ~L 0444 ___ YEAR NUMBER w ~ ~~Ul () ,,~ w c..() ::tOO () "....I c..a:l c.. c( I- Z W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) CU Vera DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) SOCIAL SECURITY NUMBER MUST BE FILED IN DUPLICATE WITH THE H 4/27/2005 1/3/1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Allen L. Cu [X] 1. Original Return D 4. Limited Estate [X] 6. Decedent Died Testate (Attach copy a/Will) D 9. Litigation Proceeds Received REGISTER OF WILLS SOCIAL SECURITY NUMBER D 2. Supplemental Retum D 3. Remainder Return (date of death prior to 12-13-82) D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Retum Required D 7. Decedent Maintained a Living Trust (Attach copy oITrust) L 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A)(Attach Sell 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS ... z w c z o 0.. III W ~ o () Robert R. Church, Es .. FIRM NAME (If Applicable) Keefer Wood Allen & Rahal LLP TELEPHONE NUMBER 717-255-8027 P.O. Box 11963 Harrisburg,PA 17108-19963 1. Real Estate (Schedule A) 107,075 o o o 17,548 10,878 '---1 I! OFFiCiAL USE ONL r ' " .' 2. Stocks and Bonds (Schedule B) (1) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ,. '-, \ .'," C,) z o i= :5 :J l:: a. ct () W 0::: 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) , I ~-._-) C) ~::;~~ i! 112,779 8. Total Gross Assets (totai Lines 1-7) 248,280 (8) 15,092 0 (11) (12) (13) (14) 233,188 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 15,092 233,188 o 12. Net Value of Estate (Line 8 minus Line 11) 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 153,301 L(15) Z rate, or transfers under Sec. 9116 (a)(1.2) x .0 0 i= 16. Amou nt of Line 14 taxable at lineal rate 79,887 X.O 45 (16) < ~ ::J 0 c.. 17. Amount of Line 14 taxable at sibling rate x .12 (17) :IE 0 0 () 18. Amount of Line 14 taxable at collateral rate x .15 (18) X c( 19. Tax Due ~ (19) o 3,595 o o 3,595 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 3W4645 1.000 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < g Decedent's Com Jete Address: STREET ADDRESS 490 Brentwater Drive Cumberland CllY Cam Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount STATE PA ZIP 17011- (1 ) 3,595 o 7,000 180 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) 7,180 o o Total Interest/Penalty (D + E) (3) o 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) 3,585 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) o A. Enter the interest on the tax due. (SA) o 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT o 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;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or ............. . . . . . . . . . . . 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? . . . . . . . . . . . . . . . . . . . . . . . . . . " Ii] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Il[] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [X] 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 return, including accompanying sclhedules a tatements. and to the best of my kn ledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which prep as any knowledge. Yes No D D D D [Jg [Jg [j [j D D SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Bonnie L.. Wood, Executrix ADDRESS 500 Brentwater Road, Camp Hill,PA SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Robert R.Church, Esq. ADDRESS Keefer Wood Allen & Rahal LLP ^ 17011 r~ l~d~~ DATE J-2~-DIo P.O. Box 11963, Harrisburg,PA 17108-1963 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. 99916 (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. 9 9116 (a) (1.1) (ii)) 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. 9 9116(a)(1.2)J. The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. 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. 3W46461.000 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE REN.1502 EX + ~98) ESTATE OF FILE NUMBER Vera H. Cupp 21 05 0444 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 seU, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Undivided 50% interest as tenants in common, Real Estate at 490 Brentwater Road, Camp Hill,East pennsboro Twp., Cumberland County, recorded ownership registered to Vera H. Cupp and Bonnie L. Wood, as tenants in common, per deed dated 1/29/01, valued per Cumberland County tax assessment, tax parcel #09-20-1850-047 107,075 3W4695 1.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 107,075 RE'V-1508 EX + [6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Vera H. Cupp FILE NUMBER 21 05 0444 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 17,418.83 Par M&T Bank CD #0031003913823679 registered to Vera H. Cupp Interest accrued to 4/27/2005 17,419 129 3W46AD 1.000 TOTAL (Also enter on line 5 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 17,548 Rf!V-1509 EX + \6-98) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vera H. Cupp SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21 05 0444 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. Cupp, Allen L 490 Brentwater Road, Camp Hill, PA 17011 Surviving Spouse B. Wood, Bonnie L 500 Brentwater Road, Camp Hill, PA 17011 Daughter c. JOINTL V-OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPER1Y %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FIf\W>.CIAL INSTITUTION AKJ BANK ACCOLNT DATE OF DEATH DECD'S VALUE OF N..MBER OR SIMILAR IDENTIFYING NLMBER. ATTACH DEED fOR NUMBER TENANT JOINT JOINTLY-rElD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 1 BA 10/1/1961 PNC Bank Checking Acct # 5140014298 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 10/1/61 15,414 33.0000 5,138 Interest accrued to 4/27/2005 2 33.3333 1 2 BA 8/7/2002 PNC Savings Account #5003911195 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 8/7/02 13,962 33.0000 4,654 Interest accrued to 4/27/2005 12 33.3333 4 3 BA 6/27/2002 Sovereign Bank CD #2335363012 registered to Vera H. Cupp or Allen L. Cupp or Bonnie L. Wood 3,238 33.0000 1,079 Interest accrued to 4/27/2005 5 33.3230 2 TOTAL (Also enter on line 6 Recaoitulationl $ 10 878 3W46AE 1.000 (If more space is needed, insert additional sheets of the same size) RItV-1510 EX +'(6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC, NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vera H. Cupp FILE NUMBER 21 05 0444 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 II'CLLIlE T\-E'-E OF TIE TRANSFEREE. T,..,IR RELATIONSHIP TO DECEDENT AND NUMBER T\-E DATE OF TRANSfER ATTACH A COPY OF THE DEED FOR REAL ESTATE 1. M&T Bank IRA CD #035004201793682 registered to Vera H. Cupp -1/2 payable to Leah F. Wood and 1/2 payable to Leslie Wood, granddaughters, as beneficiaries Interest accrued to 4/27/2005 DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST 35,834 100.0000 275 100.0000 2 Members First IRA CD #11155-15 registered to Vera H. Cupp- 1/2 payable to Allen L. Cupp, surviving spouse, and 1/2 payable to Bonnie L. Wood, daughter, as beneficiaries Interest accrued to 4/27/2005 60 (730 100.0000 275 100.0000 3 PNC Bank CD #31300251336 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 11/15/04 Interest accrued to 4/27/2005 5,506 100.0000 56 100.0000 4 PNC Bank CD #319000250720 registered in names of Vera H.. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 11/12/04 Interest accrued to 4/27/2005 10,000 100.0000 103 100.0000 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 EXCLUSION (IF APPLICABLE' TAXABLE VALUE o 35,834 275 o 60,730 275 o 5,506 56 o 10,000 103 112.779 REV-1511 EX' (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vera H. Cupp SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 05 0444 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Camp Hill Presbyterian Church 225 2 Cremation Society 250 Total from continuation schedules 900 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Bonnie L. Wood Social Security Number(s) I EIN Number of Personal Representative(s) 165-38-1772 Street Address 500 Brentwater Road City Camp Hill State PA Zip 17011 Year(s) Commission Paid: 2. Attorney Fees 10,000 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500 Claimant Allen L. Cupp Street Address 490 Bren twa ter Road City Camp Hill State PA Zip 17011 Relationship of Claimant to Decedent SURVIVING SPOUSE 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Keefer Wood Allen & Rahal LLP Reimbursement for administrative Expenses 217 TOTAL (Also enter on line 9, Recapitulation) $ 15,092 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) 196-14-8886 Estate of: Vera H. Cupp Schedule H Part 1 (Page 2) Item No. Description Amount 900 3 West Shore Country Club 900 Total (Carry forward to main schedule) RfV-1512 EX "(12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vera H. Cupp SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FIL.E NUMBER 21 05 0444 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH None 3W46AH 2.000 TOTAL. (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) o R~V-1513 EX.+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vera H. Cupp FILE NUMBER 21 05 0444 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Allen L. Cupp 490 Brentwater Road Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE NUMBER I 30,365.06 Par Members First IRA CD #11155-15 registered to Vera H. Cupp- 1/2 payable to Allen L. Cupp, surviving spouse, and 1/2 payable to Bonnie L. Wood, daughter, as beneficiaries Inventory Value: 30,365 Accrued: 138 PNC Bank CD #31300251336 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 11/15/04 Inventory Value: 2,753 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 3W46AI 1.000 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) $ o Estate of: Vera H. Cupp Schedule J Part 1 (Page 2) Item No. Description 1 Accrued: 28 PNC Bank CD #319000250720 registered in names of Vera H.. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 11/12/04 Inventory Value: 5,000 Accrued: 52 PNC Bank Checking Acct # 5140014298 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 10/1/61 Inventory Value: 2,569 Accrued: 1 PNC Savings Account #5003911195 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 8/7/02 Inventory Value: 2,327 Accrued: 4 Sovereign Bank CD #2335363012 registered to Vera H. Cupp or Allen L. Cupp or Bonnie L. Wood Inventory Value: 540 Accrued: 2 Undivided 50% interest as tenants in common, Real Estate at 490 Brentwater Road, Camp Hill,East Pennsboro Twp., Cumberland County, recorded ownership registered to Vera H. Cupp and Bonnie L. Wood, as tenants in common, per deed dated 1/29/01, 196-14-8886 Relation Amount Estate of: Vera H. Cupp 196-14-8886 Schedule J Part 1 (Page 3) Item No. Description Relation Amount 1 valued per Cumberland County tax assessment, tax parcel #09-20-1850-047 Inventory Value: 107,075 17,418.83 Par M&T Bank CD #0031003913823679 registered to Vera H. Cupp Inventory Value: 17,419 Accrued: 129 Surviving Spouse 168,400 2 Leah F. Wood 500 Brentwater Road Camp Hill, PA 17011 17,916.85 Par M&T Bank IRA CD #035004201793682 registered to Vera H. Cupp - payable to Leah F. Wood and Leslie Wood, beneficiaries Inventory Value: 17,917 Accrued: 138 Granddaughter 18,055 - Estate of: Vera H. Cupp Schedule J Part 1 (Page 4) Item No. Description 3 Bonnie L. Wood 500 Brentwater Road Camp Hill, PA 17011 30,365.06 Par Members First IRA CD #11155-15 registered to Vera H. Cupp- 1/2 payable to Allen L. Cupp, surviving spouse, and 1/2 payable to Bonnie L. Wood, daughter, as beneficiaries Inventory Value: 30,365 Accrued: 138 PNC Bank CD #31300251336 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 11/15/04 Inventory Value: 2,753 Accrued: 28 PNC Bank CD #319000250720 registered in names of Vera H.. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 11/12/04 Inventory Value: 5,000 Accrued: 52 PNC Bank Checking Acct # 5140014298 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 10/1/61 Inventory Value: 2,569 Accrued: 1 PNC Savings Account #5003911195 registered in the names of Vera H. Cupp, Allen L. Cupp and Bonnie L. Wood Account established 8/7/02 Inventory Value: 2,327 Accrued: 4 Sovereign Bank CD #2335363012 registered to Vera H. Cupp or Allen L. Cupp or Bonnie L. Wood 196-14-8886 Relation Amount Estate of: Vera H. Cupp 196-14-8886 Schedule J Part 1 (Page 5) Item No. Description Relation Amount 3 Inventory Value: 540 Accrued: 2 Daughter 43,777 4 Leslie Wood 500 Brentwater Road Camp Hill, PA 17011 17,916.85 Par M&T Bank IRA CD #035004201793682 registered to Vera H. Cupp - payable to Leah F. Wood and Leslie Wood, beneficiaries Inventory Value: 17,917 Accrued: 138 Granddaughter 18,055 ,oj WILL OF VERA H. CUPP I, VERA H. CUPP, of Camp Hill, Cumberland County, Pennsylvania, declare this to be my will and revoke any wills or codicils previously made by me. MY FAMILY I. Spouse and Children. I am married to Allen L. Cupp, and all references in this will to "my husband" are references to her. I have one daughter: Bonnie L. Wood, born July 28, 1946. I have no other children either natural or adopted, nor have I had any children who are deceased leaving issue surviving them. All references in this will to limy daughter" or "my child" shall be to Bonnie L. Wood. I have two granddaughters, Leah F. Pilconis, Born April 2, 1973, and Leslie E. Wood, born August 13, 1979. References to "my granddaughters" shall include both of them. GIFTS II. Tangible Personal Property and Household Effects. I give all my tangible personal property and household effects, including automobiles, together with all insurance thereon, to my husband, if he survives me. If he does not survive me, I give all such property and insurance to my daughter. If neither my husband nor my daughter survive me, I give all such property to those of my granddaughters who survive me, to be divided between them as they may agree or, in the absence of agreement, as my executor may conclusively determine; provided, however, that my executor may sell any item which he considers unsuitable for my children, and may add the proceeds thereof to my residuary estate. Without further responsibility, my executor may distribute property passing to a minor under this Article to the minor or to any person or entity to hold for the minor. 1 ~ III. Residuary Estate. I give the residue of my estate, real and personal: A. to my husband, if he survives me; or, if he does not so survive me, B. to my daughter, if she survives me; or if she does not survive me, c. in equal shares to such of my granddaughters as survive me; provided that if a granddaughter does not survive me but leaves issue who survive me, such issue shall receive, per stirpes, the share that granddaughter would have received had she survived. In the event my husband, my daughter, my granddaughters, and their issue do not survive me, I give my entire estate, both real and personal, to my son-in-law, Thomas E. Wood. ADMINISTRATIVE PROVISIONS IV. Protective Provision. During the time any income or principal that is distributable to any beneficiary under my will is held by my executor or trustee, no interest in or right to that income or principal may be sold or pledged or disposed of in any way by the beneficiary except to the extent I have specifically provided otherwise in my will. Until distributed to and received by the beneficiary, the income and principal shall not be: A. applied in paYment of any debt or liability of the beneficiary; B. subject to any interference or control of any creditor of the beneficiary or any public authority; or C. subject to attachment or seizure by any legal or equitable procedure. 2 / ' , / ( I ROBE.RT P. ZIEGLER RECOROEP. OF DEEDS CUMBERLAtW COUNiY - PA '01 jAN 30 Prl 2 09 ceOflr Parcel No. 09-20-1850-047 THIS DEED, e MADE THE ~ day of ~1 in the year two thousand and one (2001), BETWEEN REGINA M. LONG, widow, of Mechanicsburg, Cumberland County, Pennsylvania, hereinafter called Grantor, AND VERA H. CUPP and BONNIE L. WOOD, her daughter, of East Pennsboro Township, Cumberland County, Pennsylvania, hereinafter called Grantees: WITNESSETH, that in consideration of the sum of Two Hundred Thousand and noll 00 ($200,000.00) Dollars, the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey unto the said Grantees, their heirs and assigns, as joint tenants with the right of survivorship, and not as tenants in common ALL that certain piece or parcel of land with the improvements thereon erected situate in the Township of East Pennsboro, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the western line of Brentwater Road on the hereinafter mentioned Plan of Lots, which point is at the dividing line between Lots 2 and 3 on said Plan; thence by said dividing line, South 64 degrees 14 minutes West, 214.49 feet to a point; thence by the dividing line between Lots 2 and 19 on said Plan; North 35 degrees 15 minutes West, 116.9 feet to a point on the southern line of Putter Lane on said Plan; thence by the southern line of Putter Lane, in a northeasterly direction, by an arc with radius of 389.56 feet, 6.95 feet to a point; thence by the southern line of Putter Lane, North 64 degrees 15 minutes East, 174.08 feet to a point; thence further along the southern line of Putter Lane, by an arc with radius of 40 feet, 56.38 feet to a point on the western line of Brentwater Road; thence by the southern line of Brentwater Road, South 35 degrees East, 82.98 feet to a point, the Place of BEGINNING. I " BEING Lot No.2 in the Plan of Lots known as Brentwood, Section A, which Plan is of record in the Cumberland County Recorder's Office in Plan Book 6, at Page 45, revised July 22, 1955 in Plan Book 7, at Page 34. BEING improved with a dwelling house known as 490 Brentwater Road, Camp Hill. AND BEING the same property which James A. Long, widower, granted and conveyed to James A. Long and -Regina M. Long, his wife, by deed dated June 22, 1994 and recorded in the Office of the Recorder of Deeds for Cumberland County in Deed Book 107, Page 414. The said James A. Long died on May 2, 2000, whereupon Title became vested in fee simple in Regina M. Long, Grantor herein. AND the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day, month and year first above written. Signed, Sealed and Delivered in the presence of / \, /1,4- /7 if; ~~~11NG0~r (SEAL) 2 / " . ../". COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND .", . On this, the Zf day of ~~ 2001, before me the undersigned officer, personally appeared REGINA M. LONG, wi w, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. . , 'IN WITNESS WHEREOF, I hereunto set my hand and seal. ) ! Notarial Seal Roger B. Irwin, Notary Public Carlisfe Boro. Cumbertand County My Commission Expires Oct. 3. 2004 Member, PennsylvanlaAssociation of Notaries 1J~dL, (SEAL) I do hereby certify that the precise residence and complete post office address of the within named Grantees is: "1'10 'Br61fr,u(Hrr R ,at! CP~(r~;;:;} Attorney for Grantees 1(2'1(0/ ,2001 ST ATE OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND RECORDED on this day of ,A.D. 2001, in the Recorder's Office of the said County, in Deed Book , Page Given under my hand and the seal of the said office, the date above written. Recorder IRWIN, McKNIGHT & HUGHES AITORNEYS 3 Page 1 of 1 Detailed Results for Parcel 09-20-1850-047. in the 2004 Tax Assessment Database DistrictNo 9 Parcel_ID 09-20-1850-047. MapSuffix HouseNo 490 Direction Street BRENTW A TER ROAD Owner! CUPP, VERA H C/O BONNIE L WOOD PropType R PropDesc Liv Area 2299 CurLandVal 55000 CurImpVal 159150 CurTotVal 214150 CurPretval Acreage 0.52 CIGrnStat TaxEx 1 SaleAmt 200000 SaleMo 1 SaleDa 30 SaleCe 20 SaleYr 1 DeedBkPage 00238-00804 YearBlt 1956 HF File Date 11/8/2004 lIF _Approval_Status A http://taxdb.ccpa.net/details.asp?id=09-20-1850-04 7 .&dbselect= 1 1/12/2006 Primary Owner: REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established MONEY MANAGEMENT ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established IRA CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiaries fvlR MEMBERS 1st FEDERAL CREDIT UNION Vera H. Cupp 11155 -00 09/04/1969 $32.49 $.00 $32.49 Allen L. Cupp 09/04/1969 11155 -05 12/30/2000 $43,068.39 $42.64 $43,111.03 Allen L. Cupp 12/30/2000 11155 -41 01/04/2005* $1,011.70 $3.52 $1,015.22 Allen L. Cupp 01/04/2005 11155 -15 03/04/1991 $60,730.12 $275.13 $61,005.25 Allen L. Cupp 50% Bonnie L. Wood 50% *Caitincate purchased by tiansfer of fUriGS from 11155-C5 Estate of: VERA H. CUPP Date of Death: April 27, 2005 Social Security Number: 196-14-8886 Allen L. Cupp 1466 -00 12/13/1951 $25.00 $.00 $25.00 Vera H. Cupp 12/13/1951 1466 -OS 09/11/2002 $48,217.15 $47.74 $48,264.89 Vera H. Cupp 09/11/2002 1466 -41 01/04/2005 $1,011.55 $3.52 $1,015.07 Vera H. Cupp 01/04/2005 Jdl B~RS/!fST. F .DERAL CREDIT UNION .?ftt,U . ~z:, nise A. olfe Insurance Services upervisor June 8,2005 5000 Louise Drive. Po. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www:members1st.org 412 768 3458 OCT-11-2005 21:47 PNCBANK o PNCBAN< October 12, 2005 Keefer Wood Allen & Rahal, LLP Attn; Sharon M Garcia 210 Walnut St POBox 11963 Harrisburg, PAl 7l 08-1963 RE: Estate of Vera H Cupp (Deceased) SSN: 196-14-8886 DaD: 04-27-2005 Dear Ms. Garcia: 412 768 3458 P.01 Iscp In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #31900250720 VERA H CUPP ALLEN L CUPP BONNIE L WOOD DOD balance: $10,000.00 + $102.95 accrued interest Account #31300251336 VERA H CUPP ALLEN L CUPP BONNIE L WOOD DOD balance: $5,505-67 + $55.66 accrued interest Checking Account Account #5140014298 ALLEN L CUPP VERA H CUPP BONNIE L WOOD DOD balance: SI5,413.77 + $175 accrued interest Page 1 of2 Established 11.12-2004 Established 11-15-2004 Established 10-01-1961 412 758 3458 OCT-11-2005 21:47 PNCBANK 412 758 3458 P.02 Savings Acconnt Account #5003911195 Established 08-07 -2002 VERA H CUPP ALLEN L CUPP BONNIE L WOOD DOD balance: $13,96 L63 + $12.30 accrued interest The decedent did not maintain any loans with PNC Bank. Safe deposit Box The decedent maintained safe deposit box #C707. It was in two names. VERA H CUPP ALLEN L CUPP It is located at: 32ND STREET 1400 CAMP HILL SHOPPING MALL CAMPHILLPA 17011 717-761-2099 Please note that this office only pTovides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any fmandal 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, ~:l.~ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F 500 Fim Ave. Pittsburgn PA 15219 Member FDIC Page 2 00 TOTAL P.02 m M&TBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 May 31, 2005 Keefer Wood Allen & Rahal, LLP Attorneys At Law 210 Walnut Street - POBox 11963 Harrisburg, Pennsylvania 17108-1963 Re: Estate of Vera H CU])]) Social Security: 196-14-8886 Date of Death: April 27, 2005 Dear Sir or Madam: Per your inquiry dated May 19,2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Certificate of Deposit Account Number 031003913823679 Ownership (Names oj) Vera H Cupp '" Opening Date 03/07/02 Balance on Date of Death $17,418.83 $ 129.18 Accrued Interest Total $17,548.01 2. Type of Account IRA Account Number 035004201793682 Ownership (Names oj) Vera H Cupp '" Leah F Wood, Beneficiary '" Leslie E Wood, Beneficiary '" Opening Date 03/04/91 Balance on Date of Death $35,833.69 Accrued Interest $ 274.93 Total $36,108.62 Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the West Shore Plaza Office # 717- 255--2271. Sincerely, ~~~t:'~~r Nancy Clagett Records Management - t Sovefeign Bank 5ua:ess/$ ~ Wi can be/p)'OtJ get tbete:.- Court Ordered Processing / MAl MB3 02-10 P.O. Box 841005 Boston, MA 02284 May 26, 2005 Keefer Wood Allen & Rahal, LLP Attorneys at Law P.O. Box 11963 Harrisburg, P A 17108-1963 RE: Estate of: Vera H. Cupp Date of Death: April 27, 2005 Dear Ms. Whitley: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yours, lftJl})LL-t' ll5-- Linda Spavento OAG Team Leader ( 617) 533-1789 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Vera H Cupp 196-14-8886 April 27, 2005 Account #: 0571147011 Type: Checking In the name of: Allen L Cupp or Vera H Cupp Date of Death Balance: $30,347.98 Int.(YTD) from 1/1/2005 to 4/13/2005 Accrued interest to date of death: $23.04 Other Info: former Waypoint Bank # 100651009 Open date: 4/16/2004 $201.60 Account #: 2335363012 Type: CD In the name of: Vera H Cupp or Allen L Cupp or Bonnie L Wood Date of Death Balance: $3,237.80 Int.(YTD) from 1/1/2005 to 3/31/2005 Accrued interest to date of death: $5.29 Other Info: former Waypoint Bank # 7100030454 Open date: 6/27/2002 $16.94 Account #: 57-118 Type: Safe Deposit Box In the name of: Allen L Cupp or Vera H Cupp Date of Death Balance: Int.(YTD) from to Accrued interest to date of death: Other Info: closed 3/31/05 Open date: 6/27/2002 Page 1 of 1 COMMONWEALTH OF PENNSYLVANIA D~PARTMENT 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 WHITLEY BRIDGET M KEEFER, WOOD,ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 __hun fold ESTATE INFORMATION: SSN: 196-14-8886 FILE NUMBER: 2105-0444 DECEDENT NAME: CUPP VERA H DATE OF PAYMENT: 07/28/2005 POSTMARK DATE: 07/27/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/27/2005 NO. CD 005632 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,000.00 I I I I I I I I TOTAL AMOUNT PAID: $7,000.00 REMARKS: CHECK# 101 SEAL INITIALS: JA RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Vera H. Cupp also known as , Deceased No. 21-05-0444 Date of Death April 27.2005 Social Security No. 196-14-8886 Bonnie L. Wood 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 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 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 autho 'ties. Person presentative: "'- Name of Attorney: Robert R. Church. ESQ. 1.0. No.: 40385 Bonnie L. Wood, Executrix Dated / / ,,"< 1-' /0 b Address: Keefer Wood Allen & Rahal, LLP 210 Walnut Street. Harrisburq, PA 17101 Telephone: (717) 255-8059 Description Value M&T Bank CD #0031003913823679 registered to Vera H. Cupp Interest at Date of Death $17,418.83 129.18 2. Undivided 50% interest as tenants in common, Real Estate at 490 Brentwater Road, Camp Hili, East Pennsboro Twp., Cumberland County, recorded ownership registered to Vera H. Cupp and Bonnie L. Wood. as tenants in common, per deed dated 1/29/01, valued per Cumberland County tax assessment, tax parcel #09-20-1850-047 $107,075.00 (Attach Additional Sheets if necessa ) Total: $124,623.01 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Vera H. Cupp also known as I Deceased No. 21-05-0444 Date of Death April 27,2005 Social Security No. 196-14-8886 Bonnie L. Wood 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 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 Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements her ~'n a e made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to aut ities. Person epresentative: ~~cl . Attorney: Robert R. Church, ESQ. . 1.0. No.: 40385 Address: Keefer Wood Allen & Rahal. LLP 210 Walnut Street, Harrisbura, PA 17101 Telephone: (717) 255-8059 Dated Bonnie L. Wood, Executrix i/<J.i-loG Description Value 1. M& T Bank CD #0031003913823679 registered to Vera H. Cupp Interest at Date of Death $17,418.83 129.18 2. Undivided 50% interest as tenants in common, Real Estate at 490 Brentwater Road, Camp Hill, East Pennsboro Twp., Cumberland County, recorded ownership registered to Vera H. Cupp and Bonnie L. Wood, as tenants in common, per deed dated 1/29/01, valued per Cumberland County tax assessment, tax parcel #09-20-1850-047 )$107,075:00 , ) ~) ", ) -'0 ( -.,) c,;; (Attach Additional Sheets if necessa ) Total: $124,623.01 NOTE. 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