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Home My WebLink About04-11-06 REV, i500 EX'" (.~-OO) ~ OFFiC~;;:',L Liz3E CNL\' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER I 21 2005 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 00247 NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 W I- >::::;'" 01>:>:: W"-O :rOO 01>:...J ,,-Ill "- < I- Z W C W o W c I DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) COMP, SR., JOHN L. , DATE OF DEATH (MM-DD-YEAR) , DATE OF BIRTH (MM-DD-YEAR) 103/06/2005 112/31/1913 ! (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I 172-01-4284 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I I D 3. Remainder Return (date of death prior to 12-13-82) D REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. Original Return D ~ D 2. Supplemental Return 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) Spousal 1 - - 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 4. Limited Estate THIS SECTION MI:lSTBECOMPI.;e,t ~AME ! Lisa Marie Coyne FIRM NAME (If applicable) . Coyne & Coyne, P.c. [fELEPHONE NUMBER ~J 717/737-0464 .1- "'z Ww I>:c I>:z 00 0,,- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ...J '" I- ir: < o W I>: 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) 5. Federal Estate Tax Return Required i COMPLETE MAILING ADDRESS I I 3901 Market Street I Camp Hill, PA 17011-4227 (1 ) 139,900.00 (2) 10,000.00 (3) None (4) None (5) 3,600.00 (6) 51,340.73 (7) None L (8) (9) 39,050.95 (10) 1,819.00 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) OFFiCIAL USE ON:...\( I I I I 204,840.73 (11 ) 40,869.95 163,970.78 (12) (13) 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) (14) 163,970.78 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 7,378.69 7,378.69 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 163,970.78 x .045 (16) 0 16.Amount of Line 14 taxable at lineal rate ;:: < I- '" (17) "- 17. Amount of Line 14 taxable at sibling rate x .12 :;; 0 0 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) I- 19. Tax Due (19) . /" '>> BE 'SURE TO.:ANSWERALL QUESTIONS ON REVERSE SIDE AND RECHECKiMATfl<< Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) iJ!/ )\ ~ ' \ / Decedent's Complete Address: STREET ADDRESS 65 Kensington Drive 1 STATE PA I ZIP 17011 I CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 7,400.00 368.93 Total Credits (A + B + C) (2) 3. Interest/Penalty 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 theOVERPAYMENT. (4) 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 theTAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 7,378.69 7,768.93 0.00 390.24 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. reta~n the ~se or inco~e of the property transferred;.................................:............................................ B b. retain the right to designate who shall use the property transferred or Its Income;................................ 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? ..... ........... ................................... ........ no.......... .................... .................... 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 No ~ ~ ~ ~ ~ ~ ~ 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 J 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 preparer other than the personal representative is based on all infonmation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILI.1NG RETURN ADDRESS 5312 Town Brooke John L. 0 Jr. 7 /' . ~ , Middletown, CT 06457-6615 SIGN OF PE SO F; ING RETURN ADDRESS DATE ADDRESS DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Lisa Marie Coyne 3901 Market Street Camp Hill, P A 17011-4227 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 statutedoes 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. *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT ESTATE OF I I FILE NUMBER 21 - 2005 - 00247 ._-~-------~~ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. COMP, SR., JOHNL. ----.- .. - .~- ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH --- -~-_. 1 65 Kensington Drive, Lower Allen, Cumberland County, P A 139,900.00 ----- .. TOTAL (Also enter on Line 1, Recapitulation) 139,900.00 ASSURED LAND TRANSFERS, INC. 301 Market Street B. TYPE OF LOAN PO Box 109 01 FHA o 2. FMHA 03 CONv.u~iINS. I Lemoyne, PA 17043-0109 04.VA 05. CONV. INS. (717) 761-4720 6. FILE NUMBER: 17. LOAN NUMBER: 5010 , 105085 MORT. INS. CASE NO.: 14073-1 C. NOTE: This form is furnished 10 give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o. c.)" were paid outside the closing; they are shown here for information purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER Seunghoon Kang, Mi Seon Kang Estate of John L. Comp Sr Philadelphia Financial Mortgage, a Division of Leesport Bank, ISAOA .. 1767 Sentry Parkway West Blue eell, PA 194?2 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: Assured Land Transfers, Inc. t SETTLEMENT DATE: 65 Kensington Drive Jun 30 2005 Lot 34, Block A, County and Town Homes Inc Thursday Lower Allen Township PLACE OF SETTLEMENT: 301 Market Street. Lemoyne. PA 01 :00 PM Cumberland County. PA J. SUMMARY OF. BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100 Gross Amount Due From Borrower 40C. Gross Amount Due to Seller 101. Contract sales price 139,900.00 401. Contract sales price 139,900.00 102. Personal Property 402. Personal Property 103. Settlement Charges (line 1400) 5,452.51 403. 104. 404. 105. 405. Adjustments for itemS paid in advance by seller(s) Adjustments for items paid in advance by seller(s) 106. CityrTown tax 406. CityrT own tax 107. County/City tax 06/30/05 to 12/31/05 259.34 407. County/City tax 06/30/05 to 12/31/05 259.34 108. Assessments . 408. Assessments 109, School Tax 06/30/05 to 06/30/05 409 . School Tax 06/30/05 to 06/30105 110. 410. 111. 411. 112. 412. 120. Gross Amount Due frorn e,orrower 145,611.85 420. Gross Amount Due to Seller 140,159.34 200. Amounts Paid By Or In Behalf Of BorroWer 500. Reductions In AmOUnt Due To Seller .. 201. Deposit or earnest money 2,000.00 501. Excess deposit (see instructions) 202. Principal Amount of new loan(s) 111,900.00 502. Settlement charges to seller (line 1400) 11.327.00 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. 504. Payoff of First Mortgage Loan 205. 505. Payoff of Second Mortgage Loan 206. . 506. 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. CityrTown tax 510. CityrT own tax 211. County/City tax 511. County/City tax 212. Assessments 512. Assessments 213. School Tax 513. School Tax 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. Total Paid By/For Borrower 113,900.00 520. Total Reduction Amount Due Seller 11,327.00 300. CASH AT SETTLEMENT FromlTo BORROWER 600. CASH AT SETTLEMENT To/From SELLER 301. Gross AmI. due frorn borrower (line 120) 145.611.85 601. Gross Amount due Seller (line 420) 140.159.34 302. Less Arnt. paid by/for borrower (line 220) 113.900.00 602. Less reduclion in Amt.due Seller (line 520) 11,327.00 303. Cash ~ FROM OTO Borrower 31,711.B5 603. Cash ~ TO o FROM Seller 128,832.34 ~ Buyer or ~Signature 6qo/t?!- / ' 6h\) fa]- GXT ~ -jc ~ l Sell r' ignature .' '. b' . - -- - . --.- r:<1'U I IUIII rctlU rlUII. 700. Total Sales Commission based on Price: $ % Borrower's Seller's Division of Commission at: $ 9,793.00 Total Funds At Funds At 701 5,621.00 Century 21 at the Helm Settlement Settlement 702. 4,172.00 Re/Max Really Professionals 703. Corn mission paid at Settlernenl I I 9,793.00 704. Transaction Fee to Century 21 allhe Helm I I 125.00 800. Items Payable in Connection With Loan 801 Loan Origination Fee Philadelphia Financial Mortgage 1,119.00 802. Loan Discount , 803. Appraisal Fee to Central Penn Appraisals (POC-L: 300.00) 804. Credit Report to Equifax (POC-L: $16.06) 805. Inspection Fee to 806. Mortgage Insurance to J 807. Assumption Fee 10 . . 808. PHFA State Fee to Philadelphia Financial Mortgage (POC-L: 17.94) 262.06 809 Flood Determination Fee to 1st American (POC-L: $16.00) 810. 811. ' "-. 900. Items Required By Lender To Be Paid In Advance 901 Interest from 06/30/05 to 06/30/05 @ 15.7100 /Day 15.71 902. Mortgage Ins: Premium 0 Months to 903. Hazard Ins. Premium 1 Years to State Farm (POC: $50500) 904. o 'Years to 905. 0 Years to 1000. Reserves Deposited With Lender For 1001. Hazard Insurance 4 Months @ $ 42.08 /Month , 168.32 1002. Mortgage Insurance 0 Months @ $ /Month 1003. CityrTown Taxes 0 Months @ $ /Month 1004. County Taxes 6 Months @ $ 43.71 /Month 262.26 1005. Assessments 0 Months @ $ /Month 1006. School Taxes 14 Months @ $ 91.75 /Month 1,264.50 1007. 0 Months @ $ /Month 1008. Aggregate Escrow Adjustrnenl 0 Months @ $ /Month (614.09) 1100. Title Charges 1101. Settlement or closing fee to 1102. Abstract or title search 1103. Title Examination 1104. Title Insurance Binder 1105. Document preparation Coyne & Coyne (POC) 1106. Notary fees Cash 10.00 10.00 1107. Attorney's fees (includes above items No.:) 1108. Title Insurance Assured Land Transfers, Inc. ''-' (includes above items No :) 1101 thru 1104 and 1108 1109. Lender's coverage $ 111,900.00 1110, Owner's PQ\I~rage_. $ 139,900.00 111.1. Endorsements 100, 300 and 900 to Assured Land Transfers, Inc. 150.00 1112. Closing Protection Letter to First American Title Insurance Company 35.00 1113. . I 1200. Government Recording and Transfer Charges 1201. Recording Fees: Deed $ 38.50 Mortgage $ Ci6.50 Release $ 105.00 1202. City/County taxistamps : Deed $ 1,399.00 Mortgage $ 1,399.00 1203. State iaxistarnps : Deed $1,399.00 Mortgage $ 1,399.00 1204. Recording Fee: Assignment of Mortgage to Recorder of Deeds 27.00 1205. 1300. Additional Settlement Charges 1301, Transaction Fee to Re/Max Realty Professionals 125.00 1302.. Overnight Courier Fee (package) to Assured Land Transfers, Inc. 25.00 1303. 1304. 1305. 1400. Total Settlement Charges (enter on lines 103 & 502, Sections J & K) 5,452.51 11,327.00 Parties agree that no liability is assumed by Settlement Agent for the accuracy of information furnished by others as shown on the HUD-1 Settlement Statement. HUD CERTIFiCATION OF BUYERS AND SELLERS , I have carefully reviewed.the HUD-1 Seltlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. 6 t; ure ;Jj;. / i' .;0 1, ell s Signature ~ f 'WI: /-213 -- v;3fT-//#}7 Lt5Y ~h1l~l"/ /?'/ J1/)i/rr'/l.1?f/ rl; //#S'tfl The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. r have caused or will cause the fynds to be disbursed in accordance with this Slalemen~~! /i'J .~ Settlement Agent Buyer's Address & Phone: Seller's New Address & Phone: Date ~hJh& .';'. SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT .- f FILE NUMBER.----~---~- ____ 21 - 2005 - 00247___ ESTATE OF CaMP, SR., JOHN L. All property jointly-owned with right of survivorship must be disclosed on Schedule F. [VALUE AT DATE OF. UNIT VALUE DEATH __~, ._..n_.~_______.__~___ 10000 10,000.00 ITEM NUMBER -,-_...~- 1 Puxataunty School District Bond DESCRIPTION __1.- TOTAL (Also enter on line 2, Recapitulation) 10,000.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 2005 - 00247 I ~___~m_ . ESTATE OF COMP, SR., JOHNL. 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. VALUE AT DATE OF DEATH .~--~-_. _._._-_._~- 2,438.00 ITEM NUMBER 1 DESCRIPTION Misc. Personal Property-- Per Attached Inventory and Appraisal 2 1988 Chevrolet Cavalier-- Poor Condition per Kelly Blue Book 1,162.00 TOTAL (Also enter on Line 5, Recapitulation) 3,600.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Appraisal for the Estate of John L. Comp, Sr. 65 Kensington Road, Camp Hill, P A 17011 LIVING ROOM Pair of Oak end tables Pair of brass table lamps Mauve colored recliner - worn Console stereo Tempus Fugit Grandfather's clock/curio cabinet Misc. contents of curio cabinet Round end table Sofa bed - old Floor lamp Settee - worn Afghan Green chair & ottoman - worn Spooled knick-knack shelf Misc. knick-knacks Panasonic TV Small table VCR Misc. VCR tapes 2 Children's chairs Misc. pictures Wall mirror Step stool Misc. contents of living room March 22, 2005 70.00 5.00 5.00 1.00 200.00 45.00. 8.00 1.00 8.00 10.00 1.00 5.00 10.00 7.00 60.00 10.00 15.00 4.00 5.00 10.00 12.00 1.00 25.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-737-0734 Comp appraisal Page 2 of 5 DINING AREA 11 Piece dining room suite Pair of table lamps Kenmore upright vacuum cleaner 12-Piece china cup and saucer collection Misc. glassware Misc. pictures Misc. silver plated flatware Misc. dinnerware Misc. vases Misc. krUck-knacks Misc. contents of dining area KITCHEN Frigidaire refrigerator - 2003 Misc. everyday dishes Misc. cookware Utensils Flatware Canister set Coffee maker Mixer - old Misc. bowls - chipped Trash can Misc. contents of kitchen HALL Luggage Linens 195.00 5.00 10.00 40.00 10.00 20.00 25.00 15.00 5.00 10.00 20.00 200.00 10.00 10.00 7.00 7.00 3.00 2.00 3.00 5.00 1.00 20.00 1.00 10.00 CLAUDE C~ WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-737-0734 Comp appraisal Page 3 of 5 BATH Trash can Scales Hamper BEDROOM Single bed - worn 3 -Drawer chest - poor condition Misc. costume jewelry Sewing basket - broken Vanity with bench - poor condition Alarm clock Trash can 4-Drawer chest - poor condition Cedar chest White stand Sewing cabinet - broken Oak dresser with mirror Misc. books Single drawer stand Pole light Misc. contents of bedroom RECREATION ROOM Spooled table Lamp Settee - poor condition Sideboard - poor condition Misc. pictures 1.00 1.00 1.00 1.00 10.00 10.00 5.00 25.00 1.00 1.00 30.00 30.00 3.00 10.00 13 5.00 1.00 20.00 1.00 10.00 10.00 2.00 1.00 20.00 5.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-737-0734 Comp appraisal Page 4 of 5 RECREATION ROOM - continued Knick-knack shelf & knick-knacks Old TV Swivel rocker - poor condition LAUNDRY Cabinet - old Kenmore washer - old Kenmore dryer - old GARAGE Rheem upright freezer - old Electric edger Electric heater Card table String trimmer Garden hoses Flower pots Picnic bench Broom, rake & snow shovel M&D 3/21 snow blower Louis L' Amour paperback books Misc. hand tools Electric leaf blower B&D hedge trimmer Metal shelving Misc. contents of garage AUTOMOBILE 1988 Chevrolet Cavalier, 4-door sedan, 4-cylinder, 68,000 miles, automatic, AlC, good condition 2.00 1.00 1.00 1.00 30.00 15.00 5.00 6.00 1.00 2.00 2.00 2.00 2.00 1.00 2.00 75.00 1.00 2.00 15.00 7.00 5.00 10.00 700.00 CLAUDE C. WOLFE & ASSOCIATES Camp appraisal Page 5 of 5 Patio table & 4 chairs Aluminum stepladder Wheel barrow - old Misc. garden tools AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-737-0734 ENCLOSED REAR PORCH 50.00 10.00 2.00 2.00 APPRAISAL TOTAL $ 2,438.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES lJ .~. S~- & ~"::'.:\ ~. W. K. Dusty Chapman, CAGA SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CaMP, SR., JOHN L. I FILE NUMBER 21 - 2005 - 00247 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 Son A. John L. Comp, Jf. 5312 Town Brooke Middletown, CT 06457-6615 B. Linda J. Wells 65 Kensington Drive Camp Hill, PA 1011 Daughter JOINTLY OWNED PROPERTY: ~-r---~ . - DESCRIPTION OF PROPERTY ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH %OF DATE OF DEATH FOR JOINT MADE DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. _._-~ ~.-~ ---_.._.-_.-._--~ A. 11/20/2002 Sovereign Bank 18,258.63\ 50% 9,129.32 CD No. 0575420633 1 I 2 A. 12/06/2002 Sovereign Bank 10,129.711 50% 5,064.86 CD No. 0575421656 3 A. 01/07/2003 Sovereign Bank 13,074.79 50% 6,537.40 CD No. 0575424163 4 A. 11/12/2003 Sovereign Bank 10,221.85 50% 5,110.93 CD No. 0775459035 5 A,B 09/04/2002 PNC Bank 10,475.49 33.3% 3,488.34 CD No. 31300232516 6 A,B 01/14/2003 PNC Bank 10,215.55 33.3% 3,401.78 CD No. 31900234088 7 A,B 05/12/2003 PNC Bank 10,198.931 33.3% 3,396.24 CD No. 31600234954 I 8 A,B 12/08/2003 PNC Bank 10,256.13 33.3% 3,415.29 CD No. 31900237811 9 A,B 11/10/2003 PNC Bank 10,218.93 33.3% 3,402.90 CD No. 31300237996 10 A. 09/05/2000 PNC Bank 16,787.34 50% 8,393.67 Checking Acct. No. 5140260624 I TOTAL (Also ente. on Une 6, Recapltu,aHonl--\ _.~..~- 51,340.73 1'1bM' -~Jb- -"00"" ~_,. c.. c... '.J ,,Y- 2D:24 PtJCBAHK J o PNC"BAl\K May 27, 2005 Lisa Marie Coyne 3901 Market Street Camp Hi1l~ P A 17011-4227 RE: Estate of John L. Comp, (Deceased.) SSN: 172-014284 DaD: 03/06/2005 Dear: Ms. Coyne 412 768 3458 P.Ol In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit I' k Account # 31300232516'~'\ JOlIN L CaMP JOHN' L COMP JR LINDA J WELLS DOD balance: $10,436.00+ $39.49 accrued interest Rate: .75% Maturity Date: 09/04/2005 Interest Paid: YEARLY FROM ISSUE Account # 31900234088 / JOHN L COMP JOHN L COMP JR LINDA J WELLS DOD balance: $10,200.37 + $15,18 aCCI1.led interest Rate: 2.71% Maturity Date: 10/14/2005 Interest Paid: MONTHLY FR9M ISSUE Account # 31600234954 V JOHN L CaMP JOHN L CaMP JR LINDA J WELLS Don balance: $10,145.76 + $53.17 accrued interest Rate: 2.25% Maturity Date: 12/12/2006 . Interest Paid~ yEAR!. Y FROM ISSUE Established 09/04/2002 Established 01/14/2003 Established 05/12/2003 65 20:24 P~~CBA~~K Account # 31900237811 ~ JOHN L CONIP JOHN L CaMP IR LlNDA J WELLS DOD balance: $10,241.28 + $14.85 aCet1led interest Rate: 2.03% Maturity Date: 07/08/2005 Interest Paid: MONTID., Y FROM rSSUE Account # 31300237996 JOHN L COMP JOHN L COMP JR LINDA J WELLS DOD'balance: $10,086.42 + $13251 accrued interest Rate: 2,00% MaturityDate: 07/10/2006 Interest Paid: YEARLY FROM ISSUE ChecJdng Account Account # 5140260624 JOHN L COMP JOHN L COMP JR DOD balance: $16,787.15 + $0.19 accrued interest 412 768 3458 P.02 Established 12/08/2003 Established 11/10/2003 Establlilhed 09/05/2000 please note that this office only provides date of death balances fOT deposit accounts (IRAS, cns, Checking and Savings accountS). We do not protess any financial transactions or pro-rlde statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by yout local PNC Bank branch office. Sincerely, g~~ Jessica Scheller 1-800-162-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Member FDIC TOTAL P.02 1~:'_~~]]~~zr~~8:7 Sovereign Bank H n g!" I Am22am f , 1/ I II Ii Ii! "" .~''''''''.._,-.-....----._-----,...--~-"'''--_..~._..,..~ ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: John L Camp Sr 172-01-4284 March 6, 2005 Account #: 0575420633 Type: CD In the name of: John L Camp or John L Camp Jr Date of Death Balance: $18,258.63 Int.(YTD) from 111/2005 to 2/28/2005 Accrued interest to date of death: $4.52 Other Info: Open date: 11/20/2002 $38.00 Account #: 0575421656 Type: CD In the name of: John L Camp or John L Camp Jr Date of Death Balance: $10,129.71 Int.(YTD) from 1/1/2005 to 2/28/2005 Accrued interest to date of death: $2.70 Other Info: Open date: 12/6/2002 $22.75 Account #: 0575424163 Type: CD In the name of: John L Camp or John L Camp Jr Date of Death Balance: $13,074.79 Int.(YTD) from 1/1/2005 to 2/28/2005 Accrued interest to date of death: $3.48 Other Info: Open date: 1/7/2003 $27.97 Account #: 0775459035 Type: CD In the name of: John L Camp or John L Camp Jr Date of Death Balance: $10,221.85 Int.(YTD) from 1/1/2005 to 2/28/2005 Accrued interest to date of death: $4.84 Other Info: Open date: 11/12/2003 $40.68 Page 1 of 1 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT I I ---.------ FILE NUMBER 21 - 2005 - 00247 ESTATE OF CaMP, SR., JOHN L. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Myers-Hamer Funeral Home, Inc. 4,179.00 2 Reception 300.00 3 I Headstone Engraving 300.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Attorney's Fees Coyne & Coyne, P.C. State Zip 2. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Linda J. Wells Street Address 65 Kensington Drive City Camp Hill 9,000.00 3,500.00 Relationship of Claimant to Decedent State P A Daughter Zip 17011 4. Probate Fees Register of Wills of Cumberland County 350.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Closing Costs 11,327.00 2 Death Certificates-- Additional 45.00 ..-- Total of Continuation Schedule(s) 10,049.95 TOTAL (Also enter on line 9, Recapitulation) 39,050.95 ..,. . . , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & Pdninis1rative Costs continued ESTATE OF CaMP, SR., JOHN L. 3 Moving Expenses 4 Claude C. Wolfe & Associates -- Appraisal of Personalty 5 Cleaning Supplies and Trash Hauling 6 Repairs to House for Sale Woof Appraisal Group-- Appraisal of Real Estate 7 9 Legal Advertisement--Patriot News Legal Advertisement--Cumberland Law Journal 8 10 Estate Checks 11 Postage 12 Toll Calls for Executor 13 Mileage for Executor @$.445/mile 14 Photocopies and Meals for Executor 15 Reserves 16 Filing Fee--Inheritance Tax Return Carey & Associates-- Income Tax Preparation 17 18 Stockbroker's Commission for Bond Redemption ~- I FILE NUMBER 21 - 2005 - 00247 - I- i I i I Page 2 of Schedule H 3,431.00 175.00 300.00 200.00 300.00 75.00 100.95 25.00 78.00 50.00 2,525.00 400.00 2,000.00 15.00 300.00 75.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I I FILE NUMBER 21 - 2005 - 00247 ------------- ESTATE OF CaMP, SR., JOHN L. Include unreimbursed medical expenses. ITEM NUMBER 1 Uncleared checks from Checking account DESCRIPTION AMOUNT 873.00 2 Verizon 250.00 3 Comcast 65.00 4 PAWC 25.00 5 PP&L 100.00 6 Liberty Mutual Homeowner's Insurance 358.00 7 UOl 148.00 TOTAL (Also enter on Line 10, Recapitulation) 1,819.00 REV.1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CaMP, SR., JOHN L. I FILE NUMBER------ 21 - 2005 - 00247 I .~- RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OO.NotJJstJ'rustee(s \ OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 John L. Camp, Jr. Son 1/2 of Residual Estate 2 Linda Wells Daughter 1/2 of Residual Estate , I 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 TAXIS NOT BEING MADE I I I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE ,-.-.----',--. -_._~_._---- ---- -- - ------~ - -~- -------- --- REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS ~------ -~- ------ , \ No. 20'05-00247 PA No. 21-05-0247 Esta te Of: JOHN L COMP SR '\.j/ I.\! {_, :~"". t t" ~~. "... '. (J f~ "' ..... c ..... . '~ ..... . ~ ;!j;7...~~ "".. I ,.!) ',~ l1/lr~>.,-~.~ ". (:q. . '"t.{7;' , r,,~\ 'l>>} , ,~':r"f' '~~I ~~ .' ',' # '~\. ~.'') ~ P $J t . \11,,\,;:\.. . .....'t.... '" ,.,".., - . ' '.!" .'. . ~.. ~~ "~;.I'A-!'i .... ~; " i"1) ...... 4\~.v,,~. ;....,,~ ,l ..........*',...~ '\ \,- .. fl~ f,I \ \ .,.~" .'11<'\1''1' (First, Middle, Last) Late Of: LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 172-01-4284 WHEREAS, on the 16th day of March 2005 an instrument dated December 3rd 1984 was admitted to probate as the last will of JOHN L COMP SR (First Middle, Last) late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 6th day of March 2005 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: JOHN L COMP JR who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 16th day of March 2005. \ ~"M~~~~~\--- - Register of Wills \ iJ-v ~-~~ , Deputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) '~-~".r-~- JAMES M. BACH ATTORNEY AND COUNSELOR AT LAw 52 S. SPORTING HILL RD MECHANtCSBURG, PENNA. 17055 TEL. (717) 7$7.2033 ._--_..-._~-.-.-,------_..- LAST WILL OF JOHN L. COMP, SR. I, JOHN L. COMP, SR., of the Township of Lower Allen, County of Cumberland, State of Pennsylvania, being in good bodily health and of sound and disposing mina and memory and not acting under duress, menace, fraud, or undue influence of any person whomsoever, merely calling to mind the frailty of human life, and being desirous 'of disposing of my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this my LAST WILL .and TESTAMEN'I'. I hereby revoke, cancel and ann:ul all my former wills and testaments,. including codicils. thereto, by me at any time made, and declare this alone to be my LAST WILL and TESTAMENT. AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN THIS LIFE, I DISPOSE OF THE SAME AS FOLLOWS, VIZ: ITEM 1. I direct that my executors hereinafter named pay and discharge all my just 'debts, funeral and testamentary expenses. .ITEM 2. I order and direct that I be buried in a lot which I own, situate at t~e Rolllliillg Green Cemetery, Camp Hill, Pennsylvania. ITEM ,. All the rest, residue and remainder of my entire estate, wheresoever situate, and whatsoever it may consist of, I give, devise and bequeath, absolutely, and. in fee, to my dearly beloved Wife,' RUTH M. COMPo In the event that my dearly beloved Wife fails to survive my death by thirty (30) days, or dies with me in a simultaneous disaster, then I give, devise, and bequeath, my entiTe estate wheresoever situate, and whatsoever it may consist of.; to my dearly beloved children, share and share alike" per stirpes. ITEM 4. I nominate and appoint RUTH M. COMP as Executrix of this my Last Will. Should the Executrix named fail to qualify or ceases to act as Executrix, then I appoint JOHN L. COMP, JR. as Executor in her stead. ITEM ~~ I direct that my personal representatives, as well as their successo~s, shall not be required to give bond for the faithful per- formance of their duties in any jurisdiction. 9;~vfd, (/~j)~. {/ JOHN L. ~OMP, SRfI . /' JAMES M. BACH ATTORNEY AND COUNSELOR AT LAW 52. S. SPORTING HILL RD }.lECHANICSBURG, PENNA. 17055 TE.L, ('{17) 73'7-20311 - -r~ I COMMONWEALTH OF PENNSYLVliliIA ss C OTrnTY OF CUMBERLAND I, JOHN L. CO:MP~, SR., r\'estator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; that I signed it as my free and voluntary act for the purpose therein expressed. . Sworn and affinned to and acknowledged before me by JOHN L. COMP, SR., the Testator, this <, clay of .L1L-_ / ,1984. ,:'i~~I'~;~:}:~ :;E~~2P:-kJF The preceding instrument consisting of this and One (1) other I typewritten page, each identified by the signature of the Testator was on I the date thereof signed, published and declared by JOHN L. COMP, SR:, the Testator therein named as and for this, his Last Will and Testament, in our presence of each other, have hereunto subscribed our names as witness. ~~.~ p Residing at 352 S. Sporting Hill Road Mechanicsburg, FA 17055 L /It.~ r Residing at 3901 Market Street Camp Hill, FA 17011 -2- AFFIJ)AVIT COMMONWEALTH OF PENNSYLV.A1HA COUNTY OF ~bJa.....J-- ss WE, JAMES M. BACH and LISA NARIE COYNE thewitriesses whose names are signed to the attached or foregoing inst~ent, being duly qualified according to law, do depose and say that we were present and saw"the Testator/Testatrix sign and execute the i~strument as his/her Last Will; that he/she signed willingly and that he/she executed it as his/ her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator/Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testator/Testatrix was a t that time 18 or more years of age, of sound mind and under no constraint or undue influence. tJ--?rr .~ and . .... ~ witnes~ this :r day of Swo= or affirmed to and subscribed to before me by ~'~r ~- , 19~. ~~ ;6- e;.~ Notary'Public ~ Commission Expires:~ c;, ./ 9J? f My t;ILEi=l~ B. ():Cr~tI'TE t~()1'AP:Y Uf:L~C ::is;C}'J j-,:\c!:+.S)} ~:~'c Tv;,;-:.J C:.AI/",}: H~[Lf !?/;. '; :/"C':-~ ^;\~} C0r;~ti;ls:;It;\:, E~\:~Jf;'e~~ .fW~f: ~~6, ~ 'Y".yr JAMES M, BACH ATTORNEY AND COUNSELOR AT LAW 107 liT. JOHN'S- CHURCH RD. SUITE # 2- C....MI'" HILL, PA. l70\{ TEL. (717) 7~7-2033