HomeMy WebLinkAbout08-16-06 (2)
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15056051058
REV-1500 EX (0800&)
PA~Df"'" .
...., d hrlWlduel,..
PO IOK :IlIOIDt
twIlIbuI. M 1712Nl101
INTIIt DRIOIN'I' INPClIIIIf.11ON BILOW
8oa.I SICUI'Ity NumIW o.ta ttI DuIh
201..1a..QO05 0311812006
INHERITANCE TAX :;:;'RN
Rl!8IDENT OBCI!D
DateJBIrIh
OSfldt1928
~uu.CIMX
~CodI v.
21 OS
Fie Mwat
0298
DealHnt'8 LMt NaIM suflllc ~IFntNlme MI
SchmIck Dor\s J
(' AppI....) heir ....... .,....... InfamlIIIon ..... j
Spouu'a LaIt Neme 8ufI1I 8pou+-'a Firat Heme MI
i
I
I
1lII RETURN MU8T BE ~LED IN DUPLICATE WITH THe
REGI8T~R OF WILLS
2. ~ Return ." 3. R8IIIIIInder RtIIum (date of deIlh
JII'Ior CD 1a-1M2)
Ii. FederII e.. 1M RItII'ft ~
48. Pulure ..... CemllfomlIe (dMe
.... ""~'2.e2)
.... 7. o.c.ctenI ~. LiW!g li
(AINI CaDy of TMIl
10. 8pouul fIWIrty CrIcIt (dR or 11. &1IGIIan to tull'ldlr he. 1113(A)
b8tlIMn 12-31011 R1-10415) (Aa8l:h SCh. 0)
~iUtu. .__-'1' - 1JII1lCnlll1IUIT. cc.urm. ALL~ IItD ~ lAl..fCIIu"'IIlDllUlRllItlmIDTO;
NeITlll I D8yIIM 1'eIIptlone Numller
Robert R. Black : (717) 243-3727
Firm IWne (If~)
LmdlI & BI80k
ConftJXllld<<lnt'e ...... 8ddntM:
UndIr d~ ,.... ...1............. AIIIIrn, inoaMIlnt IOCOI~
I" IIId -.... ~ ot.,......,aIhIr...... peIIOIIII rtII....1lI1h.1S
t:#...... ~ol"lllNG N!T\M
-~ . Sprtng~ad..~~~13 .
~~=13 .. ~-----
....... .... .......1SGIuI ':'I
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i
N1A
Spouu'llocIIIlacu1&y Numtltr
PILL"~ OVALIIII!L.OW
.* 1.~1WlIrl1
4. LImIled 1_
::.=.
.. 0I0Ident Oied ......
(AIIuh Cagy of WI)
I. LIItMIan........ ~
('..:J
Fnt Iin. d addrMI
38 South HIInO\tW' streit
8111lCl'ld line ttllldd_
OIly or Poet 0tIIae
Cartiale
I
ZIP ~e
17tf3
J
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PA
L
15056051058
aide 1
.
8. TCltllIUnber of ..,. DIDGIIII....
REGISTER OF wIL~a!JSE ONLY
!-<}
..
'-. --).
DATI! I"fLEI)
r....,)
f'0
co
...,........ _to iii........... MIl bIIIf.
llIlllllnlalmlllan Of WIlIDh .......11II.. .......
,/!!qtl~...
. ~ n.u.,._ .'.
01.""
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15056051058
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15056052059,
I
REV.1GOO EX
DIaIcWI__ Doris
~nOit ._-,... ,
1. R8Il.... (SdlIIdullA). ......... - - -. . _ _. _ _...................... .j. 1.
2. StDcks IInd BOItdI (SdlellJIIt 8) . " . . . . . .. . . . ' _ _ . . _ . . _ _ , . _ . _ . .. .. . . . . j. 2.
3. CIDI8Iy Held CorpondIon. ~ or 8o/e-Prop!tato1lh1p (Sclhedute C~ . . . j. 3.
4. MortolDll & NDreB fteceIVIIbIe (ScMduIe D) .. . . . _ _ _ _ _ .. .. , .. .. .. .. .. . . I' ..
5. Cnh.....k DIcloIIlI '1hoIIII..... ~ p~ CSndu18 E) . . . . . . r _ 5.
e. JoIn11y Own_ ~ (8ctwdv!. F)' . s.p.,.. 8Illng ~ _ _ . . _ i _ 8.
7. 'IllIIraVM.T,.,... & ~ ~ Propeny I
(ScIleduIe 0) .." , ~ (lII~ AIQutaled.. . . _ _/' 1.
a. ,........~ fIDt8l1.N81.n......... -........................ ~ _ a.
... -_..-..~_..._~--..-...._..... ......--. . J
9. Ful'l8l'8l SlIpInIK I Admllllalnillw CoIlS (Sctledule H). . . . . . . . . . . . . . . . . . . ;. 9.
10. DtbtI CI DececIMt. MclrtglIge u.bUIIIN, I LIInI C8ctleduIt I) . . . . . . . . . . . . . . i. to.
j
11. ... .......... (total lines I & 10)................................ .~ . 11.
J Schmick
12. Net VlIIue cI-"" (Line 8 minu. Line 11) . .. . . . .. ... . .. .. . . . . .. . . . . . .:.. 12.
13. ChlIrIlIlI. - GVf.hllt.... a~ .,13 TNIt& ror whIatI I
an...,ontotax hunatbHnmede(8GtleduJeJ) ..................... '1..13.
~:'~i~:ie==':~~~~""""r.'4.
1.. Amount of LIne '''_bIe
at tit ....... .. -. f1t
Inlnar. UI1de, s-. 9118
(8)(1.2) X .0_ 15.
t.. Amaunt tJI Una 14 Iaab!.
at........... X.O - 18.
n. A!rQant of Unel"liIllIIble
atlil*lg,.X.12 17.
1a. Mlount CllIM 1. ...,.
atcalllll8ra'..... X .15 186,865.53 18.
18. TAX DUE.............. .... . -.. - _ _....... _....,.. ......, _.......:.. lD.
... FlU. --.......... -_A_.... +
L
150560520~9
"de 2
0e0IdInl'. &oa.f SICUflty Nl,lm!ler
201-18-0005
151,405.85
41,968.94
113.434.11
24.411.16
2.168.10
28.171..
166,8155.53
0.00
......Sl.SS
- ...- _. e. __..~. h 0... .
25,028.33
25,021.33
15056052059
I
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RliY-1 &llO IX PIIgI 3
Decedent's Complete Ad....:
21
ool-
..1. ..~~ffUl~~~:C~~~OO5
I
I
I
\ 1 STAi!;~ ......-----jiP1;013
Doria
iTEr AilDMI8
1af4_~p~~~.~o~!- ._...
J S~hml,*-.._.
CiJy--.. - ..-...
CartIII.
Tu flllymenta and CredI.:
t fa Due (PIgt 2 Un. t8) (1) 25.021U3
2.~
~=-~CIIdit -...-...... 20.000:00 !
c. 0iII:CUnt 1.052.80- +:
- ToI8ICi (A+B+C) (2) 21.062.80
3. 1l~.AIIPnIlY If~
D. InIIIeel . .__ . .. .. _ _
E. PnIY
. -- . . .. ToIII (O+E) (3) 0.00
.. r Ln 211 gMIIrtlln 1ilI1 .. 1JnI3. ..... cIIIIIrwnla. Ttis iI the OVERPAYMEMT.
NIn 0lIl 011 ,. Z. \,... 211.. ..... I ... I' (4)
5. If Lilli .. LN 311 ~ lIw1u. 2,.... cIIIIIrnI. 1hII11" TAX DUe. (5) 3.87&.73
I
"- Etlllrthl ~ DII .... due. j (SA)
B. ElUrlhl '* of \.iIIll 5 + SA. ThIt... BALANCIi DUE. (58) 3.815.11
Malee Check Payable to: REGISTER WILLS, AGENT
~"iS:wO~'\.IJ;l~;~J;."i';;;;i,:'''',:~',:".~';..<. ..,.~,: ... . . l... .. ..:.J:.....,.:h.~,,-:~:~:;:;.i;;.:.:.. ....:....
PLEASE ANIWM tHE FOLLOWING QUESTlONSIIY PLACING r" "X" IN THE APPftOPRIA1! BLOCKS
1. ad dlIllIdInIlIIIIIIl hnIfer _ I Vel No
.. NIIlIIn.. 1M CII' Inr:ame of l1li ~ ...ldmad;.._............................~.................d.......................... 0 [iI
b. ltIIln.. riQtlt 10.... wIlD 1hlll1a8" praperty ~ tit its ; ............................................ 0 iii
c. '*n 8 ......., i...... CI".............IMltUU...........I....U""................................. ......"I.IU"...I...."".........\...~u.... 0 Ii!
d. ...w." prlIIIIiM b Ire 01 .... peymenII. btneItI tit C*t1....._................ ..~_.........-...........~..........~.... 0 Ii)
2. If.... CIIllII'Md IIlIt DIlclImIIer 12. 1l1li2. lid ..... !rInIfIr IRI*lY wllhln .,.. of ....
wIhoIA.a.itIO __ contIdInlIan'1......................................_...~................. .....~..~......m....~.................... 0 Ii}
3. lJd cIII:ledn own 111 "in Nt fur" or JMYIble IIplI\ dIIlh bri IICCllIlM or . al hil CII' hII' dIIIh? ...~.~...... 0 Ii}
.. ad cIllcIcIIM own III hMIuIl MenwllAcoount.IIlNIIIy. or atIw prape!ty wIIIclh
lllIIlleilla. benIlIcIIIy dII9\ItiOn? ........................~..............on.........on................+.........~.....~........................... 0 Iil
IF 11E ANSEl TO MY OF 1M! MCM QUESTIONS IS va VOU MUST COIIPl.ET! 8CH!DULI! G AND FILE If AI PART OF TIe RETURN.
~~~~;~~i:;;::;;:;;J;~;;;;;;.:;;;
flng . tlXlIUrt _ d ....llWJfIlf IIIlUrvNing ...ela till ortJ beneftollll)'. '
For'" 01 deIltl on ~....uy 1, 2000: 1=
'lbI1D flIItlmpoeed an III net .. 01 tnUlIferI tom a deceIIed c/iId lWIntyo(JN ye8lS of or younger It death to or for .. LI88 of a natInI pnflt. ",
1CICIIIlIwt... IX a"""'" at.. dild it.nro (O) peant (72 P.s. f8116{t}{1.2)J.
The !Ix rIlt ImIIOted an .. net WlIUe fA b'lnlferl1o or for .. UlIe of \he decedenfl UII8III .. it foI.r n one-hIIf (4.5) percent. except. l'lIltId In
72 P.S.18111(1.2) [72 P.s. "'1Cl(a)(')). j
thein _1mpoMct DIllie nil vtIue aflrlnlflrl ~ QI' fer the use oIlhe decedents dIIngs ~ (12) percent (12 P.8. S9118(a)(1.3)]. AlIting isdBfined....
__..._........._.._In............._, ,"'_"_
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"';V.1~1l~ E.x. ti'~8.
cOM~O/IIw&"LrH OF PENNSYLV"NlA
INtlIiJltITANCE T"I( RETURN
RIOSlCeNT DECEQeN1
I!ITATI! OF FU NU"
Schmick, Dortl J. 21.(16-0298
All.... PftlPII'lf ....... 01' at . -..11I ....... IIIUt III ......... II IIIt1l1t .... F 1IlIIIlIl" " dIIInId . till pI1l;e " wlIICft IlI'QPIItY would be
............ ...IIurIr.d . wilInII..... lIIII1er bIi1g Clll....... to Iluy 01'''' -'wInO re..... 1IIcMI..... d Itl IIIevInt ,..
_ ,.,., wIllllll11 ...11I wIIh ......, 1InI....1lIp lIIII lilt daaIaHlI 011 .....,.
.eM.DULI A
REAL ESTATE
t.
oe~PTION
" .. certain 1I'lIct of land willi inllmwlmlllfl"'. 1864 Spri1g ,... c.rtiIIe, PA,
ftICClIded In Cumbetllnd County Deed 800k 1, VoUne 34. Paae 834.IAteesemert
$129,910.00. tw proceeft - See IIIadted HUD I
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VALue AT DAn
OF DWH
151 465.85'
1'IBI
"
10TAL (....80 an Iin8 1, ~n) .
(II' .....1p1CC is needef. 1ft.., ed\lllm8lllltltlS hI_ .1)
1514658~
l<EV.1508 e;x- Iii-liS) .
*
COUMl'lN~~TH OF PENlliSYWANlA
INHEAITMICI! TAX RBTuRN
RE810ENT OECEtl&NT
SCHEDULE I
CASH1 BANK DEPOSITS, & ~SC.
PERSONAL PROPERTY i
I
UTA" 01
Schmick. DorIa J.
PILE Nu.IR
21-oe-oae
ITEM I VIlLuE lor DATE
NlAM!R DeSCRIPTION OF oeA'nI
1 M&T link . Checking Account 37.40580853. See altaChtd 1eIter. I , 1 977.46
2 MelnberS 1st Federll Cd Union . Savings Account 55225. See attacbed t. 2500
3 MembeI11et Feclellll Cd UnIon. Money MIoagement ACCDU'll55225-D5.. See IIIt8ched lelIIr.
I
PrincIpII 35,782.48 + 34.94/nterIIt = I 36.817 4~
4 Cumbet1lnd COunty . PensIon peyment see ab:hed IettIr 1 339 84
{; ComcMt . R8fund 6fi1
6 CapiW Blue CIOStl- Refund 409.2C
I
7 Bric:ker'1 Auction . Public s. of pel!lOllll property 2.963.25
8 Dauphin 011 Co. - Refund 74.6':
9 Erie Insur.mB ExClllna. . RelnI- Auto I 98.00
10 CommonwNllh of PA - Tax Reb. 191.9Z
11 ~.RelnI o.~
12 Erie II1WInll8 ExdwIgt. FWund . Home InuancIl I
I 6500
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TOTAL (Also It Ur an line:l, RecapIIUItlIon) , 41.9689o!!
(II tllOfIlpICIll. needed. IneM IddlllanalIIleeII 0 1111 lime "I
I
InckMIIlhe ~ d IlgIIIon IIld ... ... III pnlIllIIllt _IWl'IClIhIId 111 the .....
AI.....,efty ..., II1IIlI' will IfPt fIf NVlWll'llllp flUlt III ...... on IchIdult ..
flEV-1511 ex. ('~....)_
C~THCI'~VNIA
INHIiPIITANCIi TAX IW'nJM
AI8IOENT DICItlINT
ICMIDULI H
fUNeRAL EXPENSeS &
ADMINS1'IATM COSTS :
llllaft a1
SchmIck, DDtt. J.
FU NU....
21..Q8.0298
.... of.....t IlI\IIIlIII...... ......... ..
~
1.
FUNERAL EXPENSES:
~ F..... Home-InvoiCe
Slllnpide Reetaunri - Funerli Luncheon
3.110.30
267.51
A.
2
1.
ADMNSTRATlVE COSTS:
PerIGftII~.. CGnllliuIoIll
NlmlCII~~IIIh8('1 Jean K Kline
8ociII8Ic1Mtly NIIlIbeI(I)&I ~ fI PmclIIII~"
SlnlltAdclrwe 1842 Spring Road
c~ Carlisle
Yw(1) CanInIIIIon Ptid: 2006
I
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I
8.737.00
B.
.SIIIe fA Z1p 17013
2.
AlIameJ Feel
8.737.00
3. F_ e-pIIan: (If -...nr.1ddrua Itlllll...... . dlinril.1lIIdI1llqlI1tlllIf'1
CIIlmInt None I;
8nel MdnM;&
CiIy SIalt I, .Zip
~1hiP rI CIIImanllD DIclIdenI i
(
4. ~ FtII
5. AamunIBIll'. ,_
6. fa RelWn fIlIparw'l Fill
7. HiIIxln't Lock SenIIce -Invdct
8. YOlk WIItt DIspOaI-lnvoice
8. PPL -11M1ce
10. Erie 1nI..... Exchange . AulD poley
11. Spr1nt - Invoice
12. Tum Klnnedy - Mowing
47517
99.52
40.05
47.46
137.00
25.42
3500(cont'd.)
1'OfAL enter on lint 8. ReclpltUlaIIon) .
(If mare JpICO ......-llnllrt IIlIdIIanIIIhItIt 11I11 ... alai
21.712.03
8 orward)
Ot:llt--I
o.c.o&:.~ .,....,,. JTJ
i
J........,..,T...........
u... qe~J~ q~~?-~T-...n...
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SCHEDULE H I
FUNERAL EXPENSES.
ADMINISTRATIVE costs
Continued - Page 2
ESTATE OF SCHMICK, DORIS J.
~ NUMBER: 21-<>6-0298
ITEM
NUMBER
DESCRIPTION
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
2S.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
I
I
(Brought Forwfd)
Erie Insurance Exchange - Homeown~' s Policy
PPL - Invoice '
Barrett Real Estate - Appraisal I
Jenny MCClintock - House Cleaning ;
Tom Kennedy - Mowing
Sprint .. Invoice i
North Middleton Authority.. water,' Sewer
Sandra Loy - House Cleaning
Jenny McClintock - House Cleaning i
Sandra toy .. Mowing i
Sandra Loy - Mowing & Sale Preparation
Sprint - Invoice I
o & D Septic Service - Public Sale !
Jenny McClintock - Public Sale Help
Andrew Wilherile - Public Sale Help /'
William Lay - Public Sale Help
Sandra toy - Public Sale Help i
PPL .. Invoice
York Waste Disposal- Trash RcmoV+1
Cathy Dennin - Public Sale Preparati.n & Sale Help
North Middleton Authority - Water It Sewer
Sandra Loy .. Mowing I
Sandra Loy - Mowing
PPL - Invoice
Sandra Loy - Mowing
TOTAL
I
AMOUNT
21.712.03
175.00
85.02
300.00
135.00
35.00
25.46
79.90
55.00
35.00
35.00
195.00
25.46
79,'0
80.00
80.00
119.00
280.00
22.28
40.05
500.00
79.90
35.00
70.00
27.56
35.00
24.411.16
J
1l!\41612EX+llM1l .-
~'lttOFPltIMIVL\MIA
ltIUf/lNCE TAX IIITlJIlN
AiIIlIHT llECIDIilCf
ICHIDULI I
DEllS 011 DECED!NT, ,
MORTGAGE UAIlJ1IIS, & UINS
m.l'IDF flLEltu.p
Sd\mIak, Dot1, J. I 21.06-0298
IlIpOlt .....laIIIIIlIr III ....... pilot. ..... ............lIIIp11d .Ilf 1M dill ;... ........ ............1IIlIIcII.......
~ i 'iALU&ATDAtt
DeSCflIP'I'IQH OF DEA'IH
t. Welt Shore AmluIanC8 ServIc;e .1nWlCe 100 12
2. Aabi1 SoIIIriIeJglf . A8II EIIIIbI Tax 41 S.80
3. Robin SoIInbeIgIr. Perton8I Taxet 1 980
4. MIenium Phy. S~ . PnIIcriptIon Account 170.68
5. ChIpeI PoInt . NurIlng SIMoes I , .43400
i
6. AmlllCIrI Red Closs ~ Invoice j 3750
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TOT Ai. (AI8o . ~r on 11M 10. RecIpIIlHIion) . 2.16810
(If mort.,.. it needed....1t edd" ..... g lie.... _)
"
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REv.~Sf~ EK' .9"'j, '*
CllWMOliIWU.l.TI\ OF PP.N!tSVLvA/II-'
INHERITANCE fAX !lETl.J!lh
I'UOEMT DEC~T
SCHEDUU J
8ENERClARlES
PTA11i. C)Il
SChmick. Doria J
FILE ...-R
21-08-0298
-nu.1I0N8tt1P TO DEcmINT
" Do Not LIst T......'
NUMI&R
J
ItMIIANDIlOlN88 OF PERSON(S) REceMNG PRalER1V
[M\IIdI Mi;It IplIlIIIf IIld hllIfIIIlIIIIIr
s.c. 9116 fl) (1.2))
Jun K. I<h. 1842 SprIng ReId. Call1M. PA 17013 SSN: 202-20-2179
~ lone
1.
2. ShIrl Lynn Kennldy, 22 Cold Spr\ng RaId, CarhIe. PA 170'13
SSN: 107-58-7309
. lone
ANOUNT OR SItw
Of !m'Ti
50'"
50<0,;.
EHTI!R DOLLN\ AIHlUNT8 FOR DIS1'fBlTIONIl SHOWN NJ:/tI{ ON UME811i lHROUC H 1', AS APPRC'I'RIATi. ON ~1600 cOWt S~ET
II NOft-TAlCMU D11'fR11UT101M:
A. fIII(MW. DISTMIJ1'ICNS UNDER SECTIQN 9113 FOR WHICH AN elECTION TO T_ 18 NOT BEING MAD!
B. CH.WTAILE AND GOIIERNMiNTAL tlI$TRlauTIONS
TOTAl Of PART 1- ENTeR TOTAL NON-TAXAIIIJ; DISTRIBUTIONS ON LINE 1d OF REV-1500 COVER lSHf!T I
... __ _ :. f\AMM _ wlIIlIIMIIl...- ~Ille __llllIl
..
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LAST WILL AND TESTAMENT
OF
DORIS J. SCHMICK
I, DORIS J. SCHMICK, of North Middleton Township, Cumberland County,
Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon
as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of administration of my estate.
DISTRIBUTION OF RESIDUE
THIRD: I give the rest of my estate as follows:
(A) To Jean K. Kline, my friend, or her issue, Fifty (500/c>>) percent; and
(B) To Shari Lynn Kennedy, my friend, or her issue, Fifty (50%) percent.
MINORS AND INCAPACITATED BENEFICIARIES
FOURTH: If any income or principal shall be payable to any person who shall be a minor
or who shall be incapacitated for any reason, my executor as trustee shall hold such income and
principal during minority or incapacity and shall be entitled to apply such income and principal to
the health, maintenance, support and education of such person during minority or incapacity
without the appointment of any guardian or committee or any authority of court. My executor as
trustee shall be entitled to make direct application hereunder or to make application by payment of
income and principal to the parent or other person in charge of such minor or incapacitated
person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act.
Any remaining income and principal to which such person shall be entitled shall be distributed to
such person upon the termination of minority or incapacity. My executor as trustee shall have the
same powers as my executor.
la-.J,
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POWERS OF EXECUTOR
Fun'H: I confer upon my executor the right to sell or otherwise convert any real or
personal property at public or private sale, at such time or times, in such manner, and for such
price or prices, and on such terms and conditions as my executor shall determine, and to execute
and deliver good and sufficient conveyances, assignments and transfers of the property, without
liability of any purchaser for the application of any consideration; to borrow money and to secure
its payment by mortgage ofreal or personal property, pledge of investments, or otherwise,
without liability on the part of the lenders to see to the application thereof, to retain any
investments at discretion; to invest and reinvest at discretion, without restriction to so-called
"legal investments"; to make distn"bution in cash or in kind; to allocate and distribute different
kinds or disproportionate shares of property or undivided interests in property among
beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or
appropriate in the management, administration and distribution of my estate.
APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS
SIXTH: I appoint my executor as guardian of the estates of minors with power to hold
all property payable by law to a guardian appointed by my will and to use it for the minor's health,
maintenance, support and education, either directly or by payment to any person selected by my
executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge
of all the guardian's duties, pay any minor's share deemed impractical of administration to the
parent or other person in charge of the minor or to his or her guardian or to a custodian for the
minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same
powers as my executor.
APPOINTMENT OF EXECUTORIRIX
SEVENTH: I appoint Jean K. Kline, Executrix of my will. If Jean K. Kline is unable or
unwilling to qualifY as Executrix or having qualified is unable or unwilling to act, I then appoint
Shari Lynn Kennedy as Executrix hereof
WAIVER OF BOND
EIGHTH: I direct that no fiduciary hereunder shall be required to furnish bond in any
jurisdiction, and if any bond is necessary, no surety shall be required.
INTERCHANGEABILITY OF LANGUAGE
NINTH: Words used in the singular may be read to inc\ude the plund or the plu~ [f
~
t
be read as the singular. Similarly, the masculine form may be read to include the feminine and
neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read
to include the masculine and feminine.
HEADINGS
TENTH: The headings used on the various paragraphs of this will are included for
convenience only and shall have no legal signJficance.
1-1 {1:. 0'- -~ J?
I have signed this will this day of ELf:.VJ4/J>-6,..... .20QL.
~~TdeAm~~
--11JJ (l (!xt~
Witness
..../w- ?n ~
Witness
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS.
I, Doris J. Schmick, the Testatrix in, and
and-4M ~ ~
)
Ko-tVcl R. ~~
COUNTY OF CUMBERLAND
. the witnesses to the last will, the
attached or foregoing instrument, who have signed the instrument, having been duly qualified
according to law do depose and say:
(a) that I, the Testatrix, do hereby acknowledge that I signed and executed the
instrument as my last will, that I signed it willingly and as my free and voluntary act for the
purposes therein expressed; and
(b) that we, the witnesses, were present and saw the Testatrix sign and execute
\
,
~
the instrument as her last will, that she signed it willingly and 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 a witness and that to the best of our knowledge the
Testatrix was at that time 18 or more years of age, of sound mind and under no constraint
or undue influence.
~ fl. )6A~lui
Testatrix, Doris 1:' Schmick
(4Mf1~
Witness
~1n~
Witness
~~~
Notary Public \J
Notarial Seal
Susan K. Guyer, Notary PublIc
Carlisle 80m, Cumbet1arid County
My Commission Expires Sept. 4, 2003
Member, Pennsylvania .~tIon at NotarIeS
..
""eviuu'J Cdlbun~.....w oo:;.olclo
fur", NUU-1 (3100) rof 1t.....Ibook-l.
A. ~Sett*ment Statement
u.s. Department of Housing and Urban Development
_~orLoan OMB Approval No. 2502~ (expires 9l3Ol2OO6)
1. OFHA 2. OFmHA 3. oConv. Unins. I 6. File Number I 7. Loan Number 18. Mortgage Insurance Case Number
4. OVA 5. oConv. Ins. 28096WALTERS
C.Note: ..:.:. ~.iP.:;:;'r-='=:'-lhe dosing; lhey... _",;", for ~ _ and... 001-.:;'.;';;".0..... I TilleExpress Selllemenl Syst.
=~,~:"~"""falseF:=S'::~~~~~~"t*::;:M;~-upon Printed 07127f2006 at 14:29 C
D. NAME OF BORROWER: John C. Walters, Jr.
ADDRESS: 706 N. Pitt Street, Carlisle, Pa 17013
E. NAME OF SELlER: Jean K. Kline
.__AQDRESS: ---.---
F. NAME OF LENDER:
ADDRESS:
G. PROPERTY ADDRESS: 1854 Spring Road, Carlisle, PA 17013 ,
North Middleton Township -.-----
H. SETTLEMENT AGENT: Cedar Cliff Abstract Agency, Inc., Telephone: 717.774-7435 Fax: 717.774-3869
PLACE OF SETTLEMENT: 414 Brid- -... New Cumberland PA 17070
I. SETTLEMENT DATE: 0713112006
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTI~,.;__..__
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER ..----
lOt Contract sales orice 153.000.00 401. Contract sales orice 1.~,OOO,(
~!02. Personal Prooertv 402. Personal Pmoertv "---
~QL.SelUement chan:tes 10 borrower lIine 14(0) 2.068.50 403. -
104. 404. ----
-1<!'L_._ 405.
----- Adjustments for items oaid by seller in advance ts for items paid by seller in ~ance
106. Cityllown taxes 406. Ci\yfIown taxes .-
107. County taxes 07/3110610 12/31106 175.43 407. Countv Iaxes 07131/06 to 12/31106 __---1?5~
~~Itaxes 071311061006I30I07 1.469.94 408. SchooIIaxes 07131/06100&I30I07 1469.9
109. 409.
.. 110. 410. ..- -.--..- ----_.
lIt 41t ,--
-
112. 412-
_1~. GROSS AMOUNT DUE FROM BORROWER 156 713.87 420. GROSS AMOUNT DUE TO SELLER 1~~3
.. 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER -'-
,201. QeposiIoreameslmonev 15.300.00 50t Excess Deoosit lsee instnJctions) 1~~,Qt
202- Principal amount or new loans 502. Selllemenl chlwaes 10 seller /line 14001 3,179.5:
203. . . s) taken subiect \0 503. . . s) taken subiect \0
- .
204. 504. Pavolf of First Mortoaoe Loan ..
~'- 505. .-
c.1QL- 506. --..----- ___u___
..J.QL 507. ---
208. 508. ----
- 209. 509.
Adjustments for items unpaid by seller AdJustments for items unoaid bv se!l~___.__,
210. Cityltowntaxes 510. Citvltown taxes
..1.11. County taxes 51t County taxes ----
212. SchooIIaxes 512- School taxes
----..
213. 513.
214. 514.
215. 515.
216. 516.
-----
217. 517.
-.
218. 518.
..
219. 519.
220. TOTAL PAID BYIFOR BORROWER 15.300.00 520. TOTAL REDUCTION AMOUNT DUE SELLER --
1M_~~~
300. CASH AT SEITLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from bornwN nine 120) 156.713.87 60t Gross amount due 10 seDer IIine 4201 154..L.6!5.J7
..lQ1-,=-~ amounts paid bvlfor borrower /line 220) 15.300.00 602. Less reduction amount due seller {line 5201 18.479.52
303. CASH FROM BORROWER 141 413.87 603. CASH TO SEUER 136,~~!5
'$uaSlll.lJTE FORM 1099 SELLER STATEMENT: Thelnfonnation conlained herein is impoffant laxinlormationand is being furnished 10 the IntemaJ Revonue SeIvice. If you are fequirod 10 file a roh.".
d negt.JOOCU ~ or other sanction..... be imposed or> you W!his item is required 10 be _ad and lhe IRS de_thaI W has not -.. ,_. The Conlrad Sakts Price desaibed on
hoc 401 above conSlitutos Ihe Gloss ProGeeds 01 U. transaction.
You orc r"'lUired by law Io~. the .el1Io...onl "91!'" (Fed. To. 10 No: . I...... yow """""~ Ml_ numlJer. q "'" do not.-- you< oarn!C\ 10llpayel idolllifoc;o1iQn
IIU".',... yuu ."Y be subjcClID - ... a1minaI penaIIies II11pOSed by law. lJiide,. penalties of peIJUIy. I certify IIlalIhe number shown or> lI1is _ is my _ta,_ idenlific.1Iinn number.
TIN: ...-....-._.._...-___._,__.._,_-__ SEllERfSISIGNATUREISI: ___,__.___,.....
SELlER(S' NI:W MAILING ADDRESS:
SllllH(SI PHONE NUMBERS:
------______(Hl_.
___._(w1
..
..
AO
.KTMENT OF HOUSING AND URBAN DEVELOPMENT
uIIIIMJ-1 (J tsb) let Ila...IOOot. 4:J\lI"
PAGE L
File Number: 28096WALTERS
4 Ct.T
.EMENT STATEMENT TIlIeExDress SelIIement SvsIem Printed 07/2712006 at 1 :29
.LEMENT CHARGES PAID FROM PAID FROM
JTAl SAlESlBROKER'S COMMISSION based on lll'ice $153.000.00 = BORROWER'S SELLER'S
Division of commission (line 7001 as foIows: FUNDS AT FUNDS AT
.L $ III SETTLEMENT SETTLEMENT
.-'02. $ to .-
703. Commissiln oaid al SellIement -~----
BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orioination Fee 'Yo
802. Loan OIscount %
803. AooraisaI Fee -------._--
804. Credit ReooII ----
805. l.endel's Insoedion Fee -----~-
..~~ AoolicaIion Fee ..
I 807. ~Fee - ----
808. -- I-- ---..----
...809. . -~---
810. -
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE .----.----
90t Interest From III @$ Idav .-
902. MnItnaoe Insurance PrenIum for to ---------_.
903. Hazanllnsurance Pnlmium for III -----.--.-
904.
905. ~_..- - --- -----
. 1000. R!:SERVES DEPOSITED WITH LENDER FOR ----
1001. Hazard IIISUI3I1ClI mo.iil$ lmo .-
- 1002. Morto""" Insurance mo.iil$ Imo -
CWOO. C' Tax mo.fi)$ Imo ..
1004. Tax mo.iil$ 34.65 Imo
1005. School taxes mo.fi)$ 133.47 Imo .----
1009. AM""'. Aft" . . Ad:ustment 0.00 0.00
1100. TmECHARGES -------
1101. Settlement or dosino fee III Stone Lafaver & Sheldetski 5OOo.Ol!. -.----------
.!!02..Abs!rcacl or liIle SlllIICh .. ------- .....
1.1 03. TI\Ie examination
1104. TdIe insurance binder -----.--------.
1105. Oocument ~
-1100. Notarv Fees -----
1107. AItomev's fees .--
(includes above items No: 1 ---'
1108. TdIe Insurance
(includes above items No: I
rJ 109. .I.ende(s Coverage $
r-' 110. Owne!'s CovecIoe $ 153.000.00 - _._--------
.--
..1111. ---------.-
1112.
1113. --~---- - . .-----..--..-
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES --~---_._----
1201. RealnIm Fees Deed $38.50 : P.btoaDe $ : Release $ 38.50 ..
1202. Deed $1 530.00 : MollaaCIe $ 1.530.00
1203. SIale TaxIstarms Deed $1 530.00 : Morloaoe $ 1~,!l9
~.
1205. _.
1300. ADDITIONAL SETTlEMENT CHARGES
"1301.~
.1302. PeslInsoection -------
1303. 2006 School Taxes 10 Robin It SoIlenberaer 1.69.1.58
1304. Final Water & Sewer to North Middleton TownshIo 4~~
1400. TOTAL SETTlEMENT CHARGES (enler on lines 103. Section J and 502, Section K) 2,068.50 '--_._~17.9.52
HUD CERTIflCATION OF BUYER AND SEllER
,......""""""-. "'HUO-1__=:'~",blooOedgo___IIs'''''_''''''''_oI'''''''''''___",,,,,,,,,,,
orbr-~"'/J(7'p4Z< HUO-'~~'_'L
JoW''-". ........n. ...V -/
~
~(}/1AAA) ;( ~
~~ :;4
WARNING: IT IS ^ CRIME TO kNOWINGt.. Y MAKE FALSE STATEMeNTS TO THE
UNlTEO Sf AlES ON n.s OR ANY _ fORM. PENALTIES UPON CONVICTION
CAOIINClUIJE A fINE NlD 1IolPRlSONMEKT. fOR DETNLS SEE TIllE 18:
u_s. CODE SECTION 1001 AND seCTION 1010.
OATE;
end.ac:c;;wate occounI of h5
WI ac:aJIIdanDe'" bs ~
'-
m M&fBank
499 Mitchell Street, Millsboro, DE 19966
April 19, 2006
Law Offices
Landis & Black
36 South Hanover Street
Carlisle, PA 17013
RE: Estate of Doris Schmick
Date of Death: March 19, 2006
Social Security No.: 201-18-0005
Dear Mr. Black:
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........................... Checking Account
Account Number.................... ...3740560853
Ownership (Names o.fl...............Doris Schmick
Opening Date...........................02/03/99 (account closed 04/04/06)
Balance on Date of Death....... ..$1 ,997.46
Accrued Interest
$
0.00
Total................................... ....$1,997.46
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 North Middleton branch at 717-240-4521.
Sincerely,
ai!~JlL/ ~
Charlene Warrington, Records Management
1-888-502-4349
"
" ~
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
MONEY MANAGEMENT ACCOUNT:
Account NumberlSuffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Estate of: DORIS J. SCHMICK
Date of Death: 03/19/2006
Social Security Number: 201-18-0005
fvlm
MEMBERS 1st
FEDERAL CREDIT UNION
55225 -00
03/26/1980
$25.00
$.00
$25.00
None
55225 -05
12/03/1993
$35,782.48
$34.94
$35,817.42
None
~BERS 1ST FEDERAL CREDIT UNION
.'74J{ d/tJcL
D nise A. ~Ife I
Insurance Services Supervisor
May 25, 2006
5000 Louise Drive . P.o. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
"'..-->'
,
<!IoniTnllir nf atuntlnTlmtb Qt.ounty
ONE COURTIIOUSE SQUARE. CARUSLE, PA 17013
717-240-6185 . 697-0371, EXT 6185
532-7286, EXT 6185. FAX: 240-6572
E-MAIL: AWlllTCOMB@CCPA.NET
WEB: WWW.CCPA.NET
ALFRED L WHITCOMB
CONTllOu.Ell
ROBERT J. DAGROSA, CPA
FIRST DIlPUIY CONTllOu.Ell
MICHAEL A. CLAPSADl., CPA
SIlCOND DIlPUIY CONTllOu.E1l
TINA L POOL
ADMINIST1tAnvB ASSISTANT
JAMES D. BOGAR
SOUC1TOR
April 21 , 2006
ATTORNEY ROBERT BLACK
36 S HANOVER ST
CARLISLEPA 17013
Re: Cum1;>erland County Pension Payout
Estate of Doris Schmick
I have received the ''Notice of Amount Payable Upon Death of Pensioner", from our actuary,
which indicates balance owed to the Estate is $339.84 for 19 days of March 2006. There is no lump
sum balance since the total amount received from the retirement date through February 2006 is in
excess of the value at retirement. I will request PNC Retirement Services to process a check made
payable to the estate. You should receive a payout within 10 - 14 days.
If you have any questions don't hesitate to call me at 717-240-6186.
S~~W
Tina L. Pool
Administrative Assistant
Enclosure
~.
D~L(pO. oD
Va Llo. ~\.)
A 'PD SO - dO