HomeMy WebLinkAbout07-12-06
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15056041125
REV-t500 EX (06-05)
PA Department of Revenue.
Bureau of Individual Taxes ... . ' . INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 . RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
2 1 0 6
File Number
o 2 6 2
Date of Birth
17716 1 5 1 1
o 3 1 7 2 0 0 6
o 7 1 9 1 9 2 2
Decedent's Last Name
Suffix
Decedent's First Name
G I T T
PEARL
MI
t1
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[Z] 1, Original Return
o 4, Limited Estate
[Z]
o
4a, Future Interest Compromise (date of
death after 12-12-82)
7, Decedent Maintained a Living Trust
(Attach Copy of Trust)
10, Spousal Poverty Credit (date of death 0 11, Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch, 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6, Decedent Died Testate
(Attach Copy of Will)
9, Litigation Proceeds Received
o
o
o
o
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
o
o
o
3, Remainder Return (date of death
prior to 12-13-82)
5, Federal Estate Tax Return Required
R 0 G E R M M 0 R G E NTH ALE S Q
71790 9 438 3
Firm Name (If Applicable)
"L,-...,.)
REGISTER OF WILLS USE ONLY
:;.!
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First line of address
;, ..J
i J
2 5 1 5N 0 R T H FRO N T STREET
Second line of address
IL ...,
:.1
City or Post Office
State
ZIP Code
DATE FILED '-
H A R R I S BUR G
P A
17110
Correspondent's e-mail address:RMMLAW@COMCAST.NET
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete, Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge,
::D:~~~:F.:~~~ON ~~EYO~~!f;~~<FI,LI,N~RETURN D;E( , 1./ O/;
19 WEST PINE tv1T . HOLLY SPRINGS PA 1 7065
E
HARRISBURG
PLEASE USE ORIGINAL FORM ONLY
Pl\. 17110
Side 1
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15056041125
15056041125
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15056042126
REV-1500 EX
Decedent's Name PEARL M. G I T T
RECAPITULATION
1. Real estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested. . . . 7.
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
. .. . 10.
11. Total Deductions (total Lines 9 & 10)
.....11.
12. Net Value of Estate (Line 8 minus Line 11) , . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . . . . 14.
6197123
Decedent's Social Security Number
177161511
1.
65000
o 0
2.
4.
2194371
8.
8694371
1807711
9.
6 8 9 5
3 7
2497248
6197123
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O _ 0 0 0 15. 0 0 0
16. Amount of Line 14 taxable 6 1 9 7 1 2 3 2
at lineal rate X .O~ 16. 7 8 8 7 1
17. Amount of Line 14 taxable 0 0 0
at sibling rate X .12 17. 0 0 0
18. Amount of line 14 taxable 0 0 0
at collateral rate X .15 18. 0 0 0
19. Tax Due 19. 2 7 8 8 7 1
............ . ............ .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
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15056042126
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REV.1500 EX Page 3
Decedent's Complete Address:
File Number
0262
DECEDENT'S NAME
PEARL M. GITT -
STREET ADDRESS
523 CHESTNUT STREET
CITY i STATE ZIP
MT. HOLLY SPRINGS I PA 17065
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
2,788.71
Total Credits (A + B + C) (2)
0.00
3 Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
0.00
2,788.71
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
A. Enter the interest on the tax due.
2,788.71
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 No
a. retain the use or income of the property transferred; ...................................................................... 0 [Xl
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 [Xl
c. retain a reversionary interest; or ................................................................................................ 0 [Xl
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 [Xl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 IZl
3. Did decedent own an 'in trustfor' or payable upon death bank account or security at his or her death? ......... 0 [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................... .... .... ..... ........ ........... ....... ........... 0 [Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P.S. S9116 (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 zero (0) percent
[72 P.S. 99116 (Ci) (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 retum 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 zero (0) percent [72 P.S. s9116(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 four and one-half (4.5) perceni, except as noted in
72 P.S. S9116(1.2) [72 P.S. s9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [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.
LAST WILL AND TESTAMENT
OF
cg@~w
PEARL M. GITT
I, PEARL M. GITT, of 523 Chestnut Street, Borough of Mt. Holly Springs,
Cumberland County, Pennsylvania, declaie this instrument to be my Last Will and
Testament, in manner and form following:
FIRST:
I hereby expressly revoke all Wills and Codicils heretofore made by
me.
SECOND: I hereby direct my Executor to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death.
THIRD:
I direct that all taxes which may be assessed in consequence of my
death of whatever nature and by whatever jurisdiction imposed shall be paid out of my
estate as a part of the administration of my estate.
FOURTH: Should my husband, CHARLES E. GITT, survive me by thirty (30)
days, I give; devise and bequeath all my estate, real, personal and mixed, whatsoever and
wheresoever situate, to my husband, CHARLES E. GITT. Should my husband,
i
CHARLES E. GITT, predecease me, or should not be living on the thirty-first day
following my death, I give, devise and bequeath the remainder of my estate as follows:
A. I give and bequeath such of my personal property as may be listed
on an unsigned memorandum kept with my' Will to persons named
thereon, provided they survive my death. Should such a
memorandum not be found with my Will, it shall be conclusively
presumed that none was prepared, and all of my personal property
shall be considered a part of the remainder of my estate;
B. My hutch cupboard to my son, CHARLES E. GITT, JR.;
C. My piano to my daughter, LEILANI G. STAMM;
D. My coin and currency collection and railroad memorabilia to my son,
TYRONE K. GITT;
E. My guitar to my son, KIRK A. GITT;
F. My dishes and remaining silver in the hutch cupboard to my four
children, CHARLES E. GITT, JR., LEILANI G. STAMM, TYRONE K.
GITT and KIRK A. GITT, to be divided and shared as nearly equal
as possible;
G. My glasses and goblets in the hutch cupboard to the child for whom
marked thereon, with the hope that he or she will retain and keep
them in the family;
H. Any remainder thereof to my issue, per stirpes, in equal shares,
share and share alike.
FIFTH:
I nominate, constitute and appoint FARMERS TRUST COMPANY,
of Carlisle, Pennsylvania, Trustee, the share of any beneficiary who may be twenty-one
(21) years. The income and/or principal of said Trust may be accumulated or expended
for the maintenance, education and support of such beneficiary as my Trustee, in its sole
discretion may determine; and my Trustee, in the expenditure of income and/or principal
for such purposes, may, at its discretion, apply the same directly without the intervention
of a guardian or pay the same to any person having the care or control of said
beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee
to supervise or inquire into the application of the funds by any person to whom any
payment is so made. The balance of such incote and/or principal shall be paid to such
beneficiary upon reaching the age of twenty-one (21) years, or to such beneficiary's
estate in the event of death prior thereto.
SIXTH:
I hereby nominate, constitute and appoint my husband, CHARLES
E. GITT, to be the executor of this my Last Will and Testament. In the event that my
husband, CHARLES E. GITT, shall be unable to serve as executor for any reason, I then
nominate, constitute and appoint my daughter, LEILANI G. STAMM, and my sons,
TYRONE K. GITT, KIRK A. GITT and CHARLES E. GITT, JR., as executors. No
personal representative shall be required to file bond in this or any other jurisdiction.
In addition to the powers conferred by case law, by statute and by other provisions
of this Last Will and Testament, my personal representative, and any successors in that
capacity shall have the following discretionary powers applicable to all real and personal
property held by them, which powers shall be effective without Order of any Court and
which shall exist and continue until the time of actual distribution:
A. To retain any property of any nature received by them for
whatever period it shall be deemed advisable;
B. To invest and reinvest all or any part of the assets of my
Estate without regard to statutes limiting the property which a fiduciary may
purchase;
C. . To sell, transfer, exchange or otherwise dispose of, any part
of the assets of my Estate, for cash or on terms, publicly or privately, or to
lease, without liability on the purchasers to see to the application of the
proceeds, and to give options for these purchases without the obligation to
repudiate them in favor of a higher offer;
D. To execute and deliver any deeds, leases, assignments or
other instruments as may be necessary to carry out the provisions of this
Will;
3
E. To borrow money, if necessary to facilitate the administration
and closing of my Estate, including the right to borrow money from any
bank, including FARMERS TRUST COMPANY, and to mortgage or pledge
any asset of the estate as security;
F. To loan to, and to purchase assets from, my Estate, even if
it is also acting as Executor thereof.
G. To assume continuance of the status of any beneficiary with
regard to death, marriage, divorce, illness, incapacity and similar incidents
or matters in the absence of information deemed reliable without liability for
disbursements made on such assumption;
H. To make any distribution hereunder either in kind or in money,
or partially in kind and partially in money, considering of course the
reasonable wishes of the beneficiary. Distribution in kind shall be made at
the appraised value of the property distributed, as it is set forth in the
Inheritance Tax Return filed in my Estate;
I. . To exercise any subscription right in connection with any
security held hereunder, to consent to or participate in any recapitalization,
reorganization, consolidation or merger of any corporation, company or
association, the securities of which may be held hereunder; and to delegate
authority with respect thereto, to deposit investments under agreements, to
pay assessments, and generally to exercise all rights of investors;
J. To continue in any partnership, joint venture, joint ownership
or other business enterprise of which I am a part at the time of my death;
K. To compromise claims;
L. To. continue for whatever period of time my personal
representative shall deem necessary any ownership as a tenant in common
or as a partner, in real estate or other property and to act as I would have
done had I been living;
M. To do all other acts in its judgment necessary or desirable for
the proper management, investment and distribution of the assets of my
Estate;
N. I direct that my Executor shall be compensated for the
services it renders to my Estate in accordance with its prevailing schedule
of fees in effect during the time when said services are rendered.
4
o. Should any changes occur in the Internal Revenue Code or
Pennsylvania Statutes after the date of the execution of this Will which affect
the tax liability of my estate, then to the extent possible and as may be
permitted by law, my personal representative shall have the power and
discretion to interpret this Will and to administer my Estate in a manner
which results fn the lowest tax liability possible.
IN WITNESS WHEREOF, I hereunto set my hand and seal this
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day of July
,1993.
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Pearl M. Gitt
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
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COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
I, PEARL M. GITT, Testatrix, 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; and that I
signed it as my free and voluntary act for the purposes therein expressed.
this
S~9rnor affirmed to and acknowledged berore me, by PEARL M. GilT, Testatrix,
,)'\'1 >" day of July , 1993.
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Pearl M. Gitt, lestatrix
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f" r- NC(arial Seal
Jar,queline L. Dravvbaugh, Notary Public
Slli~'l8nsburg Bora. Cumberland County
My Commission Expires Aug. 14, 1995
6
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
We, Roqer M. Morgenthal and Teresa J. Burkholder ,
the witnesses whose names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were present and saw
Testatrix, PEARL M. GITT, sign and execute the instrument as her Last Will; that she
signed willingly and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will
as witnesses; and that to the best of our knowledge the Testatrix was at that time 118 or
more years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me,by Roger M. Morgenthal
and Teresa J. Burkholder , witnesses this 2- 01 I~ day of July , 1993.
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Jacqueline L Drawbaugh, Notary Public
Shlppensburg 80m, Cumber.ana County
My Commission Expires Aug. 14, 1995
7
REV-1502 EX + (6-98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PEARL M. GITT 0262
All real property owned solely or as a tenantincommon 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 riaht of survivorshio must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
REAL ESTATE PREMISES 523 CHESTNUT STREET, MT. HOllY SPRINGS, PA 17065
SOLD ON 06/16/2006 TO SUSAN M. OTTO, COPY OF SETTLEMENT STATEMENT
IS ATTACHED. GROSS SALE PRICE AS SET FORTH THEREON:
VALUE AT DATE
OF DEATH
65,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
65 000.00
A. Settlement Statement
U.S. Department of Housing
and Urban Development
~
lr
OMB No. 2502-02651Page I)
B. Type of Loan
L 0 FHA 2. D FmHA
4. 0 VA 5. D Conv. Ins.
3. 0 Conv. Unins. 6. File Number
3418.1
7. Loan Number
18. Mortgage Insurance Case Numbc:r
C. Note:
This form is rurnUbeu 10 live you . $~leQ1t!nf of lIIcru.lsertlemenl COIU. Amounts plllid to Iond by me senlemcnt llgent are shown. lIem, marked "(p.o.c.)" wert paid olltJilde the c1osin&; tbey arc shown nere for
inIonnatlowr.1 purposn aDd arc ROC lndudcd In Ihc torais.
IE. Name, Address, and Taxpayer idemification # ofSelJer
. Estate of Pearl M. Gitt
'I c/o 1 9 West Pine Street
Mt. Holly Springs, PAl 7065
I
IF. Name and Address of Leader
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H. Settlement Agent Name, Address and Taxpayer Identification Number
Hamilton C. Davis
20 East Burd Street, Suite 6
P.O. Box 40
25-1530888
D. Name and Address of Borrower
Susan M. Otto
lIS Peakview Road
York Springs, PA 17372
G. Property Location
523 Chestnut Street, Ml. Holly Springs, P A 17065
Place of Settlement
37 S. Hanover Street, Carlisle, PA 17013
K. Summary of Seller's Transaction
400. Gross Amount Due To Seller
I' L Settlement Date
6/\6/2006
J. Summary of Borrower's Transactions
100. Gross Amount Due From Borrower
101. Contract sales price 65,000.00 401. Contract sales price I 65,000.00
102. Personal Property 402. Personal Property i
103. Settlement charges to borrower (line 1400) 1,543.75 403.
104. . 404.
105. 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. City/town taxes to 406. City/town taxes to
107. County taxes 061l6/06 to 12/31106 171.74 407. County taxes 061l6/06 to 12/31106 I 171.74
108. Assessments to 408. Assessments to I
109. School Tax 061l6/06 to 06/30/06 34.64 409. School Tax 061l6/06 to 06/30/06 , 34.64
110. Garbage Fee 410. Garbage Fee I
Ill. 411. ,
112. 412. I
120. Gross Amount Due From Borrower 66,750.13 420. Gross Amount Due To Seller I 65,20638
I
200. Amnunts Paid By Or in Behalf Of Borrower
500. Reductions in Amount Due To Seller
201. Deposits or earnest money 501. Excess deposit (see instructions)
202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) 1,211.48
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. City/town taxes to 510. City/town taxes to
211. County taxes to 511. County taxes to
212. Assessments to 512. Assessments to I
213. School Tax to 513. School Tax to
214. I 514.
215. , 515.
,
216. 516.
217. 517.
218. 518.
219. 519. ,
220. Total Paid By/For Borrower S20. Total Reduction Amount Due Seller I 1,21148
300. Cash At SeUlement From/To Borrower 600. Cash At Selllement To/From Seller
301. Gross Amount due from borrower (line 120) 66,750.13 601. Gross Amount due to seller (line 420) 65,206.38
302. Less amounts paid by/for borrower (line 220) ( 602. Less reductions in amt. due seller (line 520) ( l,? 11.48)
303. Cash [X] From o To Borrower $ 66,750.] 3 603. Cash [X] To o From Seller i $ 63,994.90
,
reviewed the HUD-l Settlement Statement and to the besr
e in this transaction. I fursTtJ that l/~ fj.ceiv.
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. my knowledge and beliet: it is a !rue..a,Dd accura. Ie sLatem. ent,ot3~I.receiPts an. d d"bUrs. em,ems m.e..d. e on my
'eled copy of pages 1 and 2 Of;Z-\'lU. ~: I ~'~, U1emenl Stat.~M:l/ 1 ".,._..; ',': " .
,/() ". 1/ _~ (,....~...-t...- ".1-=-\'_' \ (,- -''i /1.../..) .-. \ _....J. t_ ......~
, Sell~; ~st~;;ofPearl M. Gi; by Leilani G. Star'rn~, E~ec-
30rrower Susan M. OUo
3orrower
Seller
Seller's Taxpayer Identification Number Solicitation and Certification
You are required by law to provide lhe SettlemeDl Aieot Damed above with your correct t~p.ayer idemitlcation
~~~J~~{ r:~i~fJ ~~t L.1ri~i:~ ~~Cn;I~~~~~cg~ r~e,~~~~O~C:~ll~~~fe~W~~fIC~~l~fryD~~~b/~~:b~
sbown nn tIllS slllternent IS my correcl taXpayer IdcOlificaLloQ oumber.
SETfLEMENT AGENT CERTIFICATION
~:se~~~~I;::b~n~i~~~~~~~ ;~~~;ca~~r~~~~J~c~~t~ and accurale account of t_fis tranSllcin: I have
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Settlement Agent / Date
~~~4N8r8.~ ~~~v~tiocQ(g~i~~I~j;Ya fi~~c~dLsi~s~:{=~~~~o Ft~; d~~;it~d5~~~ITfd~(l1 t~iu_s~ Cld~(~~tf~~il'bb rO~d
HUD - I 3/91
Seller's Signature
Date
RESPA. HB 43U5.1
L. Settlement Charges
700. Toeal Sales/Broker's Commission based on S
DivisIOn of Commission (line 700) as follows:
701. $ to
702. $
703. Commission paid at Settlement
704.
800.
B01.
802.
803.
804.
805.
@
%
Paid From I
Borrower' :i
Funds at I
Settlement
Page 2
Paid From
S~l!e'r':i
FWlds ;H
Settlement
to
I
I
Items Payahle in Connection With Luan
Loon Originurion Fee
Loan Discount
Appraisal Fee
Credit Report
Lender's Inspection Fee
%
%
to
806. Mortgage Insurance Application Fee to I
I
807. Assumption Fee
808. Flood Certification Fee to:
809.
810. [
811.
to
to
900. Items ReqUIred By Lender Tu Be PaId In Advance
901. Interest from to @$ Iday
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for years to
904.
905.
1000. Reserves Deposited WIth Lender
1001. Hazard Insurance 5 per I
1002. Mortgage Insurance s@ $ per
1003. City property taxes s@ $ per
1004. County property taxes s@ $ per
1005. Annual as 5 ent 5 $ er
@ $
se sm
School Taxes
@
s@ $
s@ $
p
per
per
1006.
1007.
1008.
1100.
1101
Aggregate Reserve Adjustment
Title Charges
Settlement or 10"
c smg ee 0 I
1102. Abstract or title search to I
\ 103. Title examination to I
1104. Title insurance binder to
1105. Document preparation to !
1106. Notary's fees to I
1107. Attorney' 5 fees to Roger M. Morgentha\, Esquire I 500.00
(includes above items numbers: )
1108. Title insurance to Hamilton C. Davis, Esquire, Agent for CTrC 648.75 I
(includes above items numbers: ) '[
1109. Lender's coverage $ 12,000.00
1110. Owner's coverage $ 65,000.00
1111. Endorsements 100/300/900 150.00
1112.
1113.
1200. Government Recordmg and Transfer Charges
1201. Recording fees: Deed $ 38.50; Mortgage $ 56.50; Releases $
1202. City/county tax/stamps: Deed $ 650.00 ; Mortgage $
1203. State tax/stamps: Deed $ 650.00 ; Mortgage $
1204.
1205.
1300. Additional Settlement Char es
UOI Final'Water/S~wcr8illto: Borou hofMt. Holl S 1m s
1302
1303.
lJ04.
~-
1306
1307.
1308
1309
1400, Total Settlement Charges (enter on lines 103, Section J and 502, Section K) 1,543.75 \,211.48
Initial Escrow Account Statement Required by Section 10 (c) (1) of the Real Estate Settlement Procedures Act (RESPA)
.f checked. 0 the terms of your loan require you to have an escrow account to assure that the certain obligations relating to the mortgaged property, such as taxes, insurance
)rel11iwns and other charges are paid. The amount specified below will be collected, along wlth your mortgage principal and interest payments. during the tirst 12 months after
{our account is opened to pay these anlicipated expenses: Escrow Aa:ount
0.00
650.00
61.48
Payee
Your escrow account payment will be $
Purpose
per
Beginning Date:
Anticipated Due Date
Estimated Amount
lUD - I 3/91
RESPA, HB 4305.2
REV-150S EX + (6-9S)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PEARL M. GITT
FILE NUMBER
0262
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
DESCRIPTION
CERTIFICATE OF DEPOSIT, NAME OF DECEDENT AND LATE HUSBAND CHARLES
GITT (DIED 11/11/1997), M&T BANK, CARLISLE, PA, #31003911154290, INCLUDING
ACCRUED INTEREST TO DATE OF DEATH
CHECKING ACCOUNT IN DECEDENT'S NAME, M& T BANK, CARLISLE, PA,
#2676026632, INCLUDING INTEREST IF ANY ACCRUED TO DATE OF DEATH
VALUE AT DATE
OF DEATH
2,499.52
10,608.13
3.
MUTUAL FUND ACCOUNT #00027619139, WADDELL & REED, HOLDING 714.79
UNITS OF IVY LARGE CAP GROWTH A EQUITY INVESTMENT, PAYABLE ON
DEATH TO CHILDREN, UNIT PRICE ON DATE OF DEATH WAS 11.65
PROCEEDS OF YARD SALE OF MISCELLANEOUS PERSONAL PROPERTY AND
HOUSEHOLD ITEMS
8,327.25
4.
178.55
5.
UNCASHED CHECK FROM WADDELL & REED ACCOUNT
110.00
6.
REFUND ON SPRINT TELEPHONE DEPOSIT
13.88
7. REFUND ON HOMEOWNER'S INSURANCE
8.
RECEIVED ON TAX PRORATION AT REAL ESTATE SETTLEMENT
206.38
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
21,943.71
,~
rlIM&rBank
499 Mitchell Street, Millsboro, DE 19966
April 27, 2006
Roger M. Morgenthal
Attomey At Law
2515 North Front Street
Harrisburg, PA 1711 0-1150
RE: Estate of Pearl M. Gitt
Date of Death: March 17, 2006
Social Security No.: 177-16-1511
Dear Mr. Morgenthal:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type........... ................Certificate of Deposit
Account Number.................... ...31003911154290
Ownership (Names oj).. ..... ........ Charles E. Gitt, Pearl M. Gitt
Opening Date.......................... .10/20/ 89
Balance on Date ofDeath.........$2,474.11
Accrued Interest
$ 25.41
TotaL.................................. ....$2,499.52
2. Account Type.. ............. ............Checking Account
Account Number.................... ...2676026632
Ownership (Names oj).............. . Pearl M. Gitt
Opening Date.......................... .04/01/79 (account closed 03/28/06)
Balance on Date ofDeath.........$1O,608.13
Accrued Interest
$
0.00
Total................................... ....$10,608.13
. Page 2
April 27, 2006
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our Mount Holly Springs branch at 717-486-3038.
Sincerely,
i/;;l ,. :po,!
I:: ,/ /1 I '~(1 /11 .1'1/'11'. I! I
Cjlt/i 1/(<')'\)U i~: v,,,; t1 j)L/
Charlene Warrington, Records Management
1-888-502-4349
Pearl M Gitt
523 Chestnut Street
Mt Holly Spgs, PA 17065
Le Roy J Jones Jr
Waddell & Reed
5027 E Trindle Rd
Mechanicsburg, PA 17050
(717) 697-6659
Holdings by Investor
PEARL GITT HOUSEHOLD
Date 04/03/2006
Created 04/05/2006
Pearl M Gitt
Acct Name: PEARL M GITT (TOO) 523 CHESTNUT ST MT HOLLY SPGS PA 17065-1222
Acct No: 00027619139 AcctType: TRAN ON DEATH/PAY ON DEATH
Asset Name Ticker Asset Type Mgt. Name Quantity Price($}
IVY LARGE CAP GROWTH A WLGAX EQUITY WADDELL & 714.79 11.65
REED
Value($)
8,327.25
Account Total:
$8,327.25
Investor Total:
$8,327.25
. :;/~K
~?-o'tJ
ROGER M.. MORGENTHAL
ATTORNEY AT LA'll
251 5 NORTH FRONT STREET STE 2
HARRISBURG, PENNSYLVANIA 17110-1150
E-MAIL:
37 S. HANOVER STREET #204
CARLISLE, P A 1701 3
(800) 359-7209 TOLL FREE
(71 7) 909-4383
FAX (7 'i 7) 909-4384
CELL (717) 574-1490
PLEASE REPLY TO HARRISBURG OFFICE
July i 1
SUPPLElfENT4L ST4 TEMENT TO SCHEDULE "E"
PEARL Jf. GITT ESTATE
FORJl11500 INHERllANCE l>LY RETURN
Schcdulc~~L~~ docs not include any pcrsollal propcrty~ hcruschold goods. furniture
or furnishings for the f{)llo\-\-ing rcaso:n.s:
The decedent hatlli\-eLl ror a
period or iink in a nursing home. and her
personal property" \\"'-1S disposed in order to prepare her house for sale. The decedent
died lJnexpectediy" and the closirlg 011 tIle I1GUSe occurred after her dcat}}. (See Schedule
~~ .\
-rhe only rernaining Ijersnnai f}tOperl) consisted or personal effects and clothing
ornominal value at the tirne or her
If additional \-erification is rcquired~ please contact 111e.
~vu~
Ro~er . I\-'IorgenlhaL Esquire
Attornev the Estate of Pearl \1. Gin
REV-1511 EX+ (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE.H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
EST ATE OF
PEARL M. GITT
FILE NUMBER
0262
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
2.
B.
1.
2,
3
4.
5.
6,
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
HOLLINGER FUNERAL HOME, MT. HOLLY SPRINGS, PA, FUNERAL
HOLLINGER FUNERAL HOME, ADDITIONAL COSTS FOR GRAVE PREPARATION
6,544.82
717.60
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) LEILANI G. STAMM
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 19 WEST PINE STREET
City MT. HOllY SPRINGS
2,000.00
206363970
Zip 17065
State P A
Year(s) Commission Paid: 2006
Attorney Fees ROGER M. MORGENTHAL, ESQUIRE
3,500.00
Family Exemption: (If decedenfs address is not the same as claimanfs. attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WilLS OF CUMBERLAND COUNTY, PA
192.00
Accountanfs Fees
Tax Retum Prepare~s Fees
CUMBERLAND LAW JOURNAL, ADVERTISING LETTERS TESTAMENTARY
THE SENTINEL, ADVERTISING LETTERS TESTAMENTARY
RECORDER OF DEEDS, REALTY TRANSFER TAX
BOROUGH OF MT. HOLLY SPRINGS, PA, WATER AND SEWER BillS
THE SENTINEL, AD FOR YARD SALE OF ESTATE ITEMS
CHEM-DRY CO., CLEANING CARPET
REGISTER OF WillS, FILING INHERITANCE TAX RETURN
RECORDER OF DEEDS, RESERVE FOR RECORDING RELEASES
LEILANI G. STAMM, EXECUTRIX, RESERVE FOR MISC. CLOSING EXPENSES
MET-ED, ELECTRICAL SERVICE PRIOR TO SAlEOF HOUSE
ULTRA-BOND CO., REFINISH BATHROOM TUB FORSAlE OF HOUSE
MABLE R. SATTESON: TAX COLLECTOR, COUNTY AND BOROUGH TAXES
75.00
144.29
650.00
122.96
14.00
137.80
15.00
100.00
200.00
114.03
675.00
326.39
TOTAL (Also enter on line 9, Recapitulation) $
18077.11
(If more space is needed, insert additional sheets of the same size)
PEARL M. GITT
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
21 06 0262
File Number
Schedule H - FuneralExpenses& Administrative Costs - 87.
ITEM
NUMBER
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
DESCRIPTION
HOME DEPOT, SUPPLIES PURCHASED TO REPAIR HOUSE FOR SALE
LOWES, SUPPLIES PURCHASED TO REPAIR HOUSE FOR SALE
WAL-MART, SUPPLIES PURCHASED TO REPAIR HOUSE FOR SALE
K-MART. SUPPLIES PURCHASED TO REPAIR HOUSE FOR SALE
DOLLAR STORE, SUPPLIES PURCHASED TO REPAIR HOUSEFOR SALE
GARY STAMM, GRASS MOWING AT HOUSE, 3 TIMES @ $25.00
CHARLES GITT, JR., WINDOW AND OTHER CLEANING AND SUPPLIES
KIRK GITT, HOUSE AND BASEMENT PAINTING
GARY STAMM, LABOR TO PREPARE HOUSE FOR SALE
220.89
767.59
15.15
56.06
15.37
7500
86.16
210.00
1,102.00
SUBTOTAL SCHEDULEH.B7
2,548.22
REV-1512 EX + (12-03)
SCH:EDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PEARL M.GITT
FILE NUMBER
0262
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. THORNWALD NURSING HOME, CARLISLE, PA, FINAL BILL FOR DECEDENT'S
CARE
VALUE AT DATE
OF DEATH
5,001.71
2. THREE SPRINGS MEDICAL CENTER, STATEMENT FOR MEDICAL CARE
36.04
3. CHURCH OF CHRIST HOME, STATEMENT FOR NURSING HOME CARE
39-.00
4. MOFFITT HEART & VASCULAR GROUP, STATEMENT FOR MEDICAL CARE
85.00
5. PHAR-MERICA, STATEMENT FOR MEDICAL PRODUCTS
36.00
6. LEILANI G. STAMM, EXECUTRIX, REIMBURSEMENT FOR ITEMS PAID BY HER FOR
ESTATE FROM INDIVIDUAL. ACCOUNT INCLUDING UTILITY BILLS AND HOUSE
REPAIRS ATDECEDENT'S:PROPERTY
7. SUSAN M. OTTO, REIMBURSEMENT FOR HOUSEREPAIR ITEMS PAID BY HER'
ON BEHALF OF ESTATE F<DR DECEDENT'S PROPERTY
917.00
136.58
8. SPRINT, FINAL TELEPHONE BILL
44.90
9. MABLER SATTESON, TAX COLLECTOR, COUNTY AND BOROUGH REAL ESTATE
AND PERSONAL TAXES FOR 2006, TOTAL FOR BOTH
326.39
10. PENN NATIONAL INSURANCE, HOMEOWNERS POLICY FOR HOUSE
100.00
11. AARP INSURANCE CO., UNPAID HEALTH INSURANCE BILL TO DECEDENT
172.75
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional.sheels of the same size)
6,895.37
- RELATIONSHIP TO DECEDENT
AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DoNat List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec.-9116 (a) (1.2)]
1. lEILANI G. STAMM Lineal 15,492.80
19 WEST PINE STREET
MT. HOllY SPRINGS, PA 17065
2. KIRK A. GITT Lineal 15,492.81
4 EASTWICK LANE
CARLISLE, PA 17013
3. TYRONE K. GITT lineal 15,492.81
200 CUMBERLAND DRIVE
CAMP Hill, PA 17011
4. CHARLES E. GITT, JR. Lineal 15,492.81
433 CHESTNUT STREET
MT. HOLLY SPRINGS, PA 17065
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. 0.00
TOTAL OF PART Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 61 971.23
''''~'''''' "'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PEARL M GITT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
0262
(If more space is needed, insert additional sheets of the same size)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF I~JC'VIDUAL TAXES
DEPT 2B06tJI
HARRISBURG, F',i\ 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLV ANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STAMM LEILANI G
19 W PINE ST
MT HOLLY SPRINGS, PA 17065
u__un fold
ESTATE INFORMATION: SSN: 177-16-1511
FILE NUMBER: 2106-0262
DECEDENT NAME: G ITT PEARL M
DATE OF PAYMENT: 07/12/2006
POSTMARK DATE: 07/12/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/17/2006
NO. CD 006960
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,788.71
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,788.71
REMARI<S: ESTATE OF PEARL GITT
CHECK#128
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISfER OF WILLS
AND
CLERK OF ORPHANS' COURT
MARJORIE A. WEVODAU
FIRST DEPUTY
KIRK S. SOHONAGE, ESQ
SOLICITOR
REGISTER OF WILLS AND CLERK OF THE ORPHANS' COURT
COUNTY OF CUMBERLAND
ONE COURTHOUSE SQUARE
CARLISLE, PA 17013
(7 1 7) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
~ 931
7/12/06
GIIT PEARL M
21-06-0262
ROGER M. MORGAN1HAL, ESQ
2515 NORTH FRONT STREET
AJW
HARRISBURG, P A 17110
Qty
1
Fee Description
Additional Probate
Fee
Total
$jw:D5-"
450.00
Total:
/
$450:00
~
~7 ( t't)
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.