HomeMy WebLinkAbout04-05-06
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after
12-12-82)
6. Decedent Died Testate (Attach copy D 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
. ... 12-31-91 and 1-1-95) ... .
I THIS SECTION MUST BE COMPLETED. ALL <;ORRESPONDENc;E AN[)~()NFI[)f:NTIALT~ INF()RNiA TION SHOULD BE DIRECTED TO:
NAME I COMPLETE MAILING ADDRESS .
Scott M. Dinner '
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Whinham, Steven T.
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i DATE OF DEATH (MM-DD-YEAR)
I DATE OF BIRTH (MM-DD-YEAR)
: 03/24/2005
; (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
~ 1. Original Return
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4. Limited Estate
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FIRM NAME (If applicable)
Law Office of Scott M. Dinner
JELEPHONE NUMBER
717/761-5800
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)
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)
NUMBER
21 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00320
NUMBER
208-38-7125
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
o
o
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
3117 Chestnut Street
Camp Hill, PA 17011
(1 ) 120,700.00
(2) None
(3) None
(4) None
(5) 13,910.52
(6) None
(7) None
(8) 134,610.52
(9) 12,472.27
(10) 109,187.20
(11 )
121,659.47
(12)
12,951.05
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)
12,951.05
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
1,554.13
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
1,554.13
>> BE SURE TO ANSWER ALL QUESTIONS ON ReVERSE SIDE AND RECHECK MATH<<
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Copyright 2000 form software only The Lackner Group, Inc.
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z x .045 (16)
0 16.Amount of Line 14 taxable at lineal rate
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::l 12,95].05 (17)
Q. 17. Amount of Line 14 taxable at sibling rate x .12
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(J
)( 18. Amount of Line 14 taxable at collateral rate (18)
c( x .15
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19. Tax Due (19)
Form REV-1500 EX (Rev. 6-00)
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Decedent's Complete Address:
STREET ADDRESS
130 Peppercorn Square
CITY
!STATE
i PA
ZIP 17025
Enola
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
Total Credits (A + 8 + C)
(2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
1,554.13
0.00
TotallnterestlPenalty (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) 0.00
(4)
(5) 1,554.13
(5A)
(58) 1,554.13
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.................................................................................. 0
~. ;::::~ ~h~e~;~~i:~~~:~~;~s;:~ .5~.a II. ~~~. I~~. ~'.o.p~~tr~".~f~rrE!<J .0'.iI5. i".~~~~;.................................... B
d. receive the promise for life of either payments, benefits or care?.............................................................. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...................................................................................................................... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............................................. ........ ...... ................. ................ ........................ D
No
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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 information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
~
GNAT ON . R FILING RETURN
105 Sholly Drive
Mechanicsburg, PA 17055
ADDRESS
DATE
MAR 29 2006
DATE
DATE
MAR Z 9 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. ~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. 99116 (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. 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. 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. 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.
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COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Whinham, Steven T.
FILE NUMBER
21 - 05 - 00320
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
2,142.75
PNCBank savings acct. # 5000083) 79 [see attached letter of March 22, 2006 from Erica L. Schlegel of
PNCBank]
2
PNCBank checking acct. # 5001984462 [see attached letter of March 22, 2006 from Erica L. Schlegel of
PNCBank]
9,772.77
3
) 995 Infiniti G20 4dr - vin # JNKCPO 1 D6ST526594 [used KelJy Blue Book trade-in value]
1,995.00
TOTAL (Also enter on Line 5, Recapitulation)
13,910.52
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDlJL..E H
FlJfERAl.. EXPENSES &
AIlVINISlRAllVE COSlS
ESTATE OF
Whinham, Steven T.
FILE NUMBER
i 21 - 05 - 00320
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Auer Memorial Home and Cremation Services, Inc. - Harrisburg, Pennsylvania
B. , ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Scott M. Dinner, Esquire
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4. I Probate Fees
Cumberland County Register of Wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
I
Other Administrative Costs
net settlement costs [HUD-I In 502 less: sum of items paid in advance by seller (HUD-I In #'s
407- 410) and inheritance tax escrow included in HUD-I In 1308.
2
cleaning/moving expenses incurred in preparation of sale of townhouse.
TOTAL (Also enter on line 9, Recapitulation)
1 JOO.OO
900.00
337.00
9,203.78
731.49
12,472.27
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
Whinham, Steven T.
i FILE NUMBER
21 - 05 - 00320
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Wells Fargo Home Mortgage payoff amount for loan/acct. # 0185089885 [see attached HUD settlement
statement - line 504]
2
mortgage payments - Wells Fargo Home Mortgage
3
unpaid condo association fees to Rhoads Property Management
4
balance due on Erie Insurance Exchange homeprotector policy # Q51 0605156 H
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
105,341.66
3,483.54
347.00
15.00
109,187.20
REV-1513 EX+ (9-00)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Whinham, Steven T.
FILE NUMBER
21 - 05 - 00320
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Peggy Leydig
105 Sholly Drive
Mechanicsburg, PA 17055
Sister
entire estate
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I
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
S ettlem eeQ t S tatem en t
T f
U .5. De p a rIm en I 0 f H 0 U s in 9 and U rb anD eve 10 p men I
__e":~OO;, OM 8 A p p ro val No. 2502.0265 (expires 9/30/2006)
1 [IF H A 2. [JF m H A 3. [Jeonv. Unins. 16.File Number /7, Loan Number 18. Morlgage Insurance Case Number
4 OVA 5. [JCony, Ins. 05.259 9503542ih
c. No Ie: TliTSToTm IS ulnlshed 0 give you as a,emen 0 Ie ua selllemen cos s./lmoun s palo ano oy me silHemeilTagen are,snown I TilleExpress Selllemenl Syslem
lIems mailed '(po c.)' were paid oulslde the closmg; they ale shown here lor mformation purposes and are not Included 10 Ihe 10lals,
WAR N IN G . II,s a c 11m e 10 In 0 W in 9 'y make 'a Is e s la Ie m e,n Is 10 Ih e U nile d S la Ie son Ih is 0 r an y 0 th e I s im ila I 10 rm . Pen a lIie sup 0 n Prinled 05/16/2005 a110:25 KR
conVICllon can mclude a line and impflSonmenl, For delalls see Tille 18 U. S Code Secllon 1001 and Section 1010
D NAME OF BORROWER: C Y NTH IA L. V A N A S 0 AL AN
ADDRESS:
E. NAM E OF SELLER' ESTATE OF STEVEN T.WHINHAM
ADDRESS:
F NAME OF LENDER: The Washington Savings Bank
ADDRESS: M 0 rig a g e 0 iv is io n , 5115 E as t T rin d Ie R 0 a d, Me c h a n ic s burg, P A 17 0 5 5
G, PROPERTY ADDRESS: 130 PEPPERCORN SQUARE,EAST PENNSBORO TOWNSHIP,ENOLA,PA 17025
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H. SETTlEMENT AGENT' Central Penn Settlement Services,lnc., Telephone: 717-671.9876 Fax: 717.671.9676
PLACE OF SETTlEMENT: Cold well Ban k e r H S G , 34 35M ark e IStre e t, C am p Hill, P A 17 011
I.SETTlEMENT DHE: 05/16/2005
J,SU~MARY OF BORROWER'S TRANSACTION: K . SUM MAR Y 0 F S ELL E R 'S T RAN SAC T 10 N :
JOO. GROSS AMOUNT DUE FROM BORROWER 400.GROSS AMOUNT DUE TO SELLER
101. C onlract sales Grice 120 700,00 401. Contract sales orice 120700.00
102, Personal ProoerlY 402. Personal Prooerty
103. Selllem en! charQes 10 borrower (line 1400) 5357.40 403,
104 404. -
105, 405.
Adjuslm enls for item s paid b1.seller in advance Adiuslm ents for item s paid by seller in advance
~-~~ 05/16/05 !o 12/31/05 232.72 407. County laxes 05/16/051012/31/05 232.72
108. School Taxes 05/16/05!0 06/30/05 187.45 408. School Taxes 05/16/05 to 06/30/05 187.45
r-1-QUJ2 A Due s 05/16/051005/31/05 40.97 409. HOA Dues 05/16/05 10 05/31/05 40.97
110. HOA Credil .30 410. HOA Credil .30
r-1l1--- 411.
11 2 , 412.
120.GROSS AMOUNT DUE FROM BORROWER 126518.84 420. GROSS AMOUNT DUE TO SELLER 121161.44
JQ.UM 0 U N T SPA 10 BY 0 RON BE HALF 0 F B 0 R ROW E R 500.REDUCTIONS IN AMOUNT DUE TO SELLER
201, Deposit or earnesl money 1 500.00 501. Excess DeDosil (see instructionsl
._tO~al am ounl of new loans 96 550.00 502. Seltlement charoes 10 seller (line 1400) 12165.22
_~~an(sllaken subiecllo 503. ExislinQ loanlsllaken subiecllo
204. 504. P avoff:01 85089885 105,341.66
Wells Farao Home MortQaQe
205. 505.
206, 506,
c-lQL LI1jJ.l~r~1 e Pro c e e d s 17 972.98 507.
208 508.
209, 509.
___A..!Uuslm ents for item s unpaid by seller Adiuslm ents for item 5 unpaid by seller
21 3 51 3.
21 4 , 514.
21 5 515.
216. 516.
21 7 . 517 ,
218. 518.
nIl9. 519,
220. TOTAL PAID BY/FOR BORROWER 116022.98 520. TOTAL REDUCTION AMOUNT DUE SELLER 117 506.88
300.CASH AT SETTLEMENT FROM OR TO BORROWER 600.CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amounl due Irom borrower (line 120) 126 518.84 601. Gross am ounl due 10 seller (line 420l 1 2 tJl1J..L
302, Less am ourJs paid bvlfor borrower (line 220) 116022.98 602. Less reduction am ount due seller (line 5201 117506.88
303.CASH FROM BORROWER 10495.86 603. CASH TO SELLER 3 654.56
.. .
SUBSTITUTE FORM 1099 SELLER STATEMENT. The inlormation conlained herein IS imporlonttll inlormalion and IS being furnished 10 the InlernalRovenue Service, Ilyou are roqu"od 10 lile a reluro.
a negligence penally or olbe! sanchon w,lI be 1m posed on you Illhls Item IS requlfed 10 be oepolled and the IRS determines Ihat rl has nol been reporled, The Conhacl Sales Price described on
line 40labove censhllltes Ihe GlOSS Proceeds ollOls transaction
SELLER INSTRUC TIONS. If Ihls leal estale was YOUf prinCipal residence. lile Form 1119. Sale 01 Exchange 01 PrinCipal ReSidence. for any galh. wilh your Income III relurn, lor other IransacllOns.
complelf Ihe applicable palls 01 FOfm 091, FOIm 6252 and/or Schedule 0 (Form 1040)
Vou are requlfed by law t,o plovidetoe selllement agent (Fed. Tax 10 No. _u________------) wilh you, cOllecl tllpajer Idenllhcallon number, II you do nol prOVide your conccltaxpaye' Ideotillcalioo
o u to b er. j 0" m, y b e sub Je c t 10 C IV II Of C 11m on , I pen a II Ie, im po sed b j la w. U n d e r pen a Ille sol p e rju 'y, Ice rlify th 'I th e n u m be r S how non Ih IS S ta to to c n I 's m y COli e c I tax p . ye r rd, n lilic a 110 n n u m be,
TIN __ _ __ _ n_n__u_u _.. I '_____n_ nnn u____ SELL E R (S) S IG N A T U R E (S): n____n___ __ ______nunn_n________ __ I __ __un nn__ _n __ _ _. __ ___ 'nUn_un. e__
S [Ll E R (S, N r W MAlLIN GAD 0 R [S S. --_nn_nun__nn________n______nunnn_____n___ n-------n-nn---_n____________unn_____n___n_h_____nnnn_
u . S . 0 E PAR T MEN T 0 F H 0 U S Iii G AND U R BAN 0 E V[ LOP M E In
SETTLEMENT STATEM ENT
rile N urn be r: 0 5 .2 59
PAGE 2
-~~-_._- ------ TitleExDress Selllem ent System Printed 0511612005 at 10:25 KR
~.E TT L E M E. N T C H A R G E S PAID FRO M PAID FRO M
_l...Q!.:_IQJli__~LES/BROKER'S COMMISSION based on price $120 700.00 = 1242.00 8 0 R ROW E R 'S S ELL E R 'S
~~qn cfcommission [line 7001 as follows: FUNDS AT FUNDS AT
__liLJ_~96.00 to CB Homesale Services Group Inc.. SETTlEMENT SETTLEMENT
~-_. 3,646.00 \0 The Homestead Group
703. Com m is s io r D a id a I S e !lIe men t ---.LillJL
~. Addilional Com mission 10 The H om estead Group __~!L
~J M SPA Y A B L E IN CON N E C T 10 N W IT H LOA N
e_JlLJJ.!llJUlgl!!} tio n Fee %
JQ.? Loan 0 iscounl %
. 803 Appraisal Fee 10 Appraisals Express IP.0.C.1275.00 Buyer LR
804. Credit Report to MeR (P.O.C.I11.00 BuyerLR
_JJ!l. Lender's ln~.oectian Fee
806. T W S B A p p lie a tio n (e e \0 TW S8 LR 350.00
807 TaK Service Fee to CitiMortlU!le LR 85.00
808. Doc u men t Pre par a tio n 10 The Washington Savings Bank 295.00
809, Flood C erlificalion to GeolTRact LR 22.00
-.J~V nderw rilin'~ lee 10 TW 5B LR 15.00
_ULf~ 10 Fed Ex p LR 30.00
900. IT EMS R E 9 U IR E 0 BY LEN 0 E R TO BE PAlO IN A 0 V A NeE
901. Interest From 05/16/2005 10 06/0112005 @.$ 15.5400 Id a v 16Davs LR 248.64
~~surance Premium for to
.J.03. Hazard Insmnce Premium for \0
904
905,
1000. RESERVES DEPOSITED WITH LEHDER FOR
1001. H Hard Insllrance mo. Iii) $ 1m 0
~1002 M o!\qaqe Insurance mo. ~ $ 1m 0
1003 City Properly Taxes mo. ili) $ 1m 0
~oUnlY Pro~f\Y Taxes 4mo.@.$ 30.28 Imo LR 1 21 ,12
1005. SchoolTaxes 12mo.@$ 123.95 Imo LR 1487.40
~~naIYsis Adiuslmenl lR .121.14 0.00
1100. T ITL E C H A R G E S
1101 S e IIle men \ 0 r c 10 s in Q Ie e
1102.
1103, Tille e x a m in a lio n
1104. Tille insurance binder
1105. Docum ent Preparation \0 Central Penn Seltlem enl Services LLC 115.00
1106. Nota ry Fee s to Cas h 6.00
1107. Altorney's iees
_lli1J:ludes above ilem s No: )
1108. Tille Insurance 10 Lawvers Title 867.38
_~es above ilems No: 1101,1102,1103,1104 )
~.9. loan PoliD' 96 550.00
1110. Owner's p(~ 120700.00 .861.38
1111. End 100, End 300, End 810 loanlo Lawyers Title 200.00
1112.
__U1l...Ho~ L Ir 10 Lawyers Title 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
.J.1.Q.L.~Fees Deed $ 40.50 . Moria a a e $ 14.50 . R e Ie a s e $ 115.00
1202. CitylCounlv laxlslamps Deed $1207.00 . M orlaaae $ 1 207.00
-.1lQl.:_Slale Tax/slamps Deed $1,207.00 ; M orlaage $ 1207.00
1204 . --
~-
1300. ADD IT 10 N AL 5 E T Tl EM EN T C H A R G E S
1301. Survey
1302, Pesllnsl!!clion 10 Penn Pest 40.00 --
1303. Final Sewer 10 East Pennsboro Township Authoritv 241,50
~}005 County Taxes 10 Alicia O. Stine Treasurer 369.32
~llpress\H andlina Fee 10 Central Penn Settlern ent Services lLC 15.50
1 306. R e im bur sea a e n 110 rex 0 to Justin Gourley 75.00
-1lQ.L_H 0 A In ilia lio n Fee 10 Rho ads Pro p e rty Man a a erne n t 300.00
--.L3J8. 0 (h e r D is bur s e men Is ( 1 5 2 0 ) 2,793.90
1400. TOTAL SETTLEMENT CHARGES (enler on lines 103, Seclion J and 502, Seelion K) 5357.40 1 2 tili1L
HUO CERTIFICATION OF BUYER ANO SEllER
I h" e C a Ie lu lIy IHle wed lh e H U D.l S e IIle men I S ta Ie men I and to lh e he SiD I my k now Ie d 9 e and he he I. II is a Iru 8 and at CUI a Ie s la 18 men I 0 I a II Ie C e ip Is and d is h U IS e m e nts mad 0 0 n my a cc 0 un I 0 I b V m 0
in Ih ,5 Ila n 5 a clio 0 II. llh e Ice {tily th a II h. <e {H. iv e d . to py 0 llh e H U 0.1 S e Itle m . n \ S \ale m 8 n\
~({ /.(/,1
l N
192644135
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tSI I;........." ~. . II C>. ___-\ I \
WARNING.IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITED STATES O~ THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT FOR DETAILS SEE TITLE 18
US COOlstC1IOII 1001 ^HO HC1ION 1010
The H,U.D. . IS. el."e.m ,....n.Clla .5. .,a.IO m en I W hi.C.h. I h. aye ..PI.' '''''. '.'...... IIU e and accu fa Ie a cco unl.o Ilh 15 'ra osaclro II
"no ,un' .."'~... .., ,.... " " ''''"n' '" ",..."" ,," "" ,,,,,m ,,'
B, --1~~. Z ..' ~..k. ......) ~ :1\-ir~'C:":"""""
U.S.DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File N u m be r: 05.259 P AGE 3
TilleExpress Selllemenl Syslem Prinled 05/16/2005 all025 KR
,.-
IT EM IZ AT 10 N 0 F H U 0 L1N E 1308
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1500. SCHEDULE OF DISBURSEMENTS BUYER SELLER
1501. H 0 A 0 u e s 10 r M a y 10 Rhoads Pro~erlv Manaaemenl 77.90
!-J..iQLJalance on HOme Warranly 10 Am e ric a n Horn e S h ie Id 216.00
1503. Escrow 101lnherilance Taxes 10 HOmesale Escrow Holdina 2,500.00
1504.
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......ill...LLQTAl HUD LINE 1308 EXPENSE: 2 793.90
o PNCBAN<
March 22, 2006
Scott Dinner
Attorney at Law
3117 Chestnut St.
Camp Hill, PAl 7011
scp
RE: Estate of SteveI1 T Whinham (Deceased)
SSN: 208-38-7125
000: 03-24-2005
Dear Mr. Dinner:
(n response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5001984462 Established 02-04-1999
STEVEN or WHINHAM:
DOD balance: $9,772.77 Non interest bearing aCCOunt
Savings Account
Account #5000083179 Established 02-04-1999
STEVEN T WHINHAM
DOn balance: $2,142.75 + $0.00 accmed interest
Please note that this office only provides date of d(ath balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items 1
please call1-S88-PNC..BANK (1-888.762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~;;t~
Erica L Schlegel
1..800... 762-1775
P7-PFSC-04.P
500 First Ave.
Pins burgh P ^ 152 J 9
Member FDlC
TOTAL P.01
Scott 1\'1. Dinner
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LAST WILL
OF
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STEVEN T. WHINHAM
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I, STEVEN T. WHINHAM, presently of East Pennsboro Township, Cumberland
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OmIty, Pennsylvania, declare this to be my Last Will hereby revoking all Wills and Codicils
reviously made by me.
I declare I have no children born to me.
ARTICLE I
Payment of DebtslExpenses: I direct the payment of my legally enforceable debts
not barred by a statute of limitations and the expenses of my last illness and funeral, from my estate
as soon after my death as may be convenient.
ARTICLE II
Residuary Estate: I do give and bequeath the rest, residue and remainder of my
estate, both real, personal and mixed, of whatsoever kind and whereinsoever situate to my sister,
Peggy A. Leydig. It is my desire that a monthly allowance be paid [solely from the income/return
on the principal comprising the residuary share] to my parents, Thomas and Lorraine Whinhatn.
The amolUlt of such allowance shall be entirely within the discretion of my sister, Peggy A. Leydig.
Scott 1\1. Dinner
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ARTICLE UJ
Personal Representative: I nominate and appoint, my sister, Peggy A. Leydig, to
rve as my Personal Representative of this Will. In the event of the death, resignation~
enlll1ciation or inability to act of my sister, then I appoint my father, Thomas Whinham., as
ccessor Personal Representatives of this Will.
ARTICLE IV
Fiduciary.s Performance and Powers: No fiduciary under this Will shall be
equired to give bond or other security for the faithful performance of the fiduciary's duties.
Any such fiduciary shall have the following powers, in addition to those given by law:
1. To retain any property, pending distribution hereunder, to invest in or
purchase any property without restriction to legal investments for fiduciaries (except for
those fiduciaries subject to the Pennsylvania Prudent Investor Rille), to distribute
property in kind, to disclaim any interest in property, and to sell any property at public
or private sale;
2. To hold shares of stock or other securities in nominee registration form,
including that of a clearing corporation or depository, or in book entry form or unregis-
tered or in such other form as will pass by delivery;
3 . To engage in litigation and compromise~ arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values, or partly in each,
allocating specific assets to particular distributee on a non-prorata basis, and for such
purposes to make reasonable detenninations of current values;
5. To make elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift or other tax returns and the payment of such taxes,
without obligation to adjust the distributive share of income or principal of a any person
affected thereby;
Scott lVL Dinner
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6. To borrow money from any person including any fiduciary acting hereunder, and
to mortgage or pledge any real or personal property;
7 . To manage, control, repair and improve all estate property;
8. To procure and carty at the expense of the Estate, insurance of the kinds,
forms and amounts deemed advisable by my Personal representative to protect the
Estate against any hazard;
9. To employ any attorney, investment adviser, accountant, broker, tax special-
ist or any other agent deemed necessary in the discretion of my Personal Representative
and/or my Trustee; and to pay from my estate and/or the Trust estate reasonable
compensation for all services performed by any of them.
ARTICLE V
Death Taxes: I direct that all inheritance, estate, transfer, succession and death
axes, of any kind whatsoever, other than any generation skipping taxes, (including any interest and
enalties thereon)~ which may be payable by reason of my death shall be paid out of the residue of
y estate and charged in the same manner as a general administration expense of the estate.
ARTICLE VI
Protection from Improvidence: No interest of any beneficiary under this Will or
any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation.
, .
Scott M. Dumer
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ARTICLE VII
Invalidity: If any provision of this Will or of any codicil hereto is held to be
operative, invalid or illegal, it is my intention that all of the remaining hereof shall continue to be
y operative and effective so far as it is possible and reasonable.
IN WITNESS WHEREOF, I, Steven T. Whinham, being unable to sign my name
cause of my present medical condition have had my name subscribed hereunto for me by
s,(c,i't M ."{)i./1Y\e.V and I have made my mark in the space between my name this i~ day of
ebruary, 2005, at Camp Hill, Pennsylvania.
STEVEN T. '1 WHINHAM
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Scott 1\.1. Dinner
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ACKNOWLEDGMENT AND AFFIDAVIT
OMMONWEALTH OF PENNSYLVANIA)
OUNTY OF CUMBERLAND )
On the 17th day of February, 2005, Steven T. Whinham, the above named Testator,
our presence declared the preceding instnunent, consisting of this and four other typewritten
ages, to be his last will and being unable to sign his name hereto because of his medical condition
he Testator in our presence unassisted made his mark or cross in the space provided between his
es, and we, in the presence of the Testator and in the prsence of each other, at the request of
he Testator, have subscribed our names as witnesses.
i!Jlth [; fmr7ct 1!,~
, \J~Q.ODCL~
On this, the -.:!!~ of February, 2005, before me~ Mary Anne Bayer, the undersigned
officer, personally appeared Scott M. Dinner, Esquire, known to me to be a member of the Bar of
the Supreme Court of Pennsylvania, and certified that he was personally present when the forego-
ing Acknowledgment and Affidavit was signed by the Testator and witnesses.
Notarial Seal
Mary Anne E. Bayer, Notary Public
Hampden Twp., Cumberland County
My Commission Expires June S. 2006
Mernber, Pennsylvania Association Of NOlaries
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
lEYDIG PEGGY
1 03 SHOllY DR
MECHANICSBURG, PA 17055
-------- fold
EST A TE INFORMATION: SSN: 208-38-7125
FILE NUMBER: 2105-0320
DECEDENT NAME: WHINHAM STEVEN
DATE OF PAYMENT: 04/05/2006
POSTMARK DATE: 04/05/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/24/2005
NO. CD 006526
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,554.13
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 4562
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
$1,554.13
GLENDA FARNER STRASBAUGH
REGISTER OF WilLS