HomeMy WebLinkAbout08-03-06
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15056041125
REV-1500 EX (06-05)
PA Departrnent of Revenue
Bureau of Individual Taxes
PO 80X 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFiCiAL USE ONLY
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
County Code Year
Fiie Number
2 1
C .5
1 0
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Date of Birth
1
9 1
L
b
7
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1 0
.:; 2 0
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3 4
Decedenfs Last Name
~ UTIIX
Decedent1s First Name
MI
rJIEl",RKLE
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LJ .L....I...L ..J...
v
{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
lXl 1 Original Return
I I 4. Limited Estate
n 2. Supp;ementai Return ,----,
1 I
LJ L.J
D 4a. Future Interest Compromise (date of U
death after 12-12-82) 0
n {. Decedent Maintained a Living Trust
(Attach Copy of Trust)
D -!,~ Spousal Poverty Credit (date of death r!
IV. LJ
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate" Tax Return Required
[XI 6, Decedent Died Testate
(Attach Copy of Will)
I I 9 Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(.40)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONfiDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
J::; (~ E R 1'1 n R G E 1'\T T H E " 7 7 9 0 9 ,1 .~; 8 ~
i."'. \..J \....:; J l\j .i....l ~ 'x ~ c; .,
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
First line of address
r, ~ N 0 T H t" l-Z n 1>J fj1 c' rn R E E en
L. - " U .L ..:> .L .L
S€icond iine of address
I. ,
i"
Ci'Y or Post Office State ZIP Code DATE FILED
" ]1" P. I 2; B n R T, 1 ('.
rl 0_ I' '.-.:J ~ I U
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Correspondent's e-mail address:RMMLAW@COMCAST.NET
Under penalties of perjurf, I declare that I have examined t~is retum, including accompanying schedules and statements, and to the best of my ~.nowledge and belief,
it is true, correct and complete, Declaration of preparer other than the personal representative is baSed on all information of which preparer has any knowledge.
]Sl?< TURE F ~ERSON ESPONSIBLE FOR FIU~G RETURN Op,TE
U .Y"3-Q
ADDRESS
3-7 CARLISLE PA 17013
0,11, TE r J 6'
ADDRESS
2~~25 ~NORTH FRONT STREET
HARRISBfJP~G
P?~ 17110
PLEASE USE ORIGiNAL FORM ONLY
Side "1
L_
15056041125
15056041125
.-J
_J
15056042126
REV-1500 EX
Decedent's Social Security Number
Dece<jent's Name:
BETTY
IT
v .
MEARI{LE
~ r.
! '-A ,
...L ../ ...L
2 fr-"j
1 1
RECAPITULATiON
Rea! estate (Schedu!e A)
1.
4
-L ~
sonG
o
r.
U
,c. Slocks and Bonds (Schedule B)
2.
:3 Closely Held Corporation, Partnership or So!e-Proprietorship (Schedu!e C) 3
4. fll10rtgages & Noles Receivab!e (Schedule D) '"
5. Cash, Bank Deposits & rv1!scellaneous Personal Property (Schedule E) 5.
-, r - 4
.L ::) -
6 0 r. /1 t,
'.J ...,
6. .Jointly Owned Property (Schedule F) 0 Separate BI!ling Requested 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested. 7.
~~. Funeral Expenses & Administrative Costs (Schedule H)
9.
-L L 7 J 4 b c.
~ .J
r) r. ., C 5 0 J
L q 0 .j
c 3 2 0 9
.J
.-., n 9 ., .-.,
L. ::j I
(] /1 2 7 c. .-:)
~ "t .J .J .J
8. Total Gross Assets (total Lines 1-7)
8.
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
IV_
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.
lu4:2375
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPliCABLE RATES
15 Amount of Line 14 taxable
at the spousal lax rate. or
transfers under Sec. 9116
(3)(12) x.a 0 0 0 15. n n I'
- U ;.J U
16 Amount of Line 14 taxable 0 2 ') r
X .045 1 4 .j 7 5 l.j ':1 () c 9
at lineal iate J 16. 0 Q
17. Amount of Line 14 laxable 0 n (;
at sibling rate X12 u 17. 0 U "
u
1 B. Amount of Line 14 taxable 0 0 r-,
at collateral rate X .15 18 " 0 0
4 ~' 9 9
19 Tax Due 19. Q u Q
2D FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMHn
o
Side 2
L_
15056042126
15056042126
--.J
REV-150n EX Page 3
File Number
Decedent's Complete Address:
1009
I DECEDENT'S NAME
I BETTY V. MEARKLE
I STREET ADDRESS
:256 WEST POMFBET STREEL___
i
i
1 CiTY
I .
I CARLISLE:
ST,A.TE
pll
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
.A Spousal Poverty Credit
B. Prior Payments
~ n'. "j
G. JISCOli;"
4,000.00
200.00
Total Credits ( A + 8 + C )
3, InteresUPenalty jf applicable
0, Interest
E, Penalty
Total Interest/Penalty ( D + E)
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in ova! on Page 2, Une 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
,t:.,. Enter the interest on the tax due
8, Enter the total of Line 5 + 5A, This is the BALANCE DUE.
Make Check Payable to: REGISTER OF !II/ILLS, AGENT
I ZiP
17013
(1 )
4,69069
(2)
4,20000
(3)
000
(4)
000
(5)
49069
(5A)
(58)
49069
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" iN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income ofthe property transferred; """"".""."""."""""""",,,,,,,,,,,,,,.,,,,,,,,,,.,,,,,
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reverslonarf interest; or "".""."...".""......."",...."...."............."""".""..".."......",,......
d. receive the promise for life of either payments, benefits or care? ..""""""""""."""."".""",,,,,.,,,,,,,.
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ~... ~".,.,....... ~ ~ ~... ~ .......... ~ ~,.........., ~ ............... ~ ~
3. Did decedent own an "in trJst for" or payable upon death bank account or security at hiS or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary deSignation? ,.,.,.. ..............,.,.,........ ....... .... ................. ... .... ................. .,..........
Yes No
D !KJ
D 00
0 00
0 [Xl
0 !Xl
0 [R]
D 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE iT AS PART OF THE RETURN.
FOi dates of death on or after July 1, 1994 and before Januarf 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 PS 99116 (a) (11) (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, S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a sur"Iving 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 on!y beneficiary
>=u dates of death on or after July 1, 2000:
The lax rate Imposed on the net value of transfers from a deceased child t,;>'enty-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 PS 39116(a)(12)]
The tax rate !ml)Qsed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 PS 39116(L2) [72 PS 39116(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.f72 PS s9116(a)(1 ,3)J. 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
C:\My Documents\ Wills, ETC\ WILLS\bettymearklewill.doc
LAST WILL AND TESTAMENT
OF
BETTY V. MEARKLE
I, BETTY V. MEARKLE, of The Borough of Carlisle, Cumberland County,
Pennsylvania, declare 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 Executrix 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:
I direct that my Executrix sell or otherwise liquidate the remainder of my
estate, both real and personal, and distribute it in accordance with the following provisions:
A. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to step-daughter,
Annie Hollinger, provided she survives my death; or if she does not survive my
death, then to her son, William Hollinger, III.
B. I give and bequeath the sum of Five Hundred Dollars ($500.00) to each of my
grandchildren and great-grandchildren living on the thirty-first (31 5t) day
following my death.
C. I give, devise and bequeath the remainder of my estate, of whatever nature and
wherever situated, in two equal shares as follows:
1. One share to my daughter Wanda Bittinger, provided that she survives my
death; or if she does not survive my death, then it shall be equally divided
between her husband, James Bittinger, and her son, Dustin Bittinger. If
Dustin Bittinger should be under the age of eighteen (18) years, his share
shall be held by my Executrix in a bank account until he does attain said
age of eighteen (18) years.
2. The other share to my daughter, Kathie L. Jumper, provided that she
survives my death; or if she does not survive my death, then it shall be
equally divided among her husband, Miley H. Jumper, Jr.; her son Jason
E. Jumper; and her son Samuel T. Jumper.
FIFTH: All shares of principal and income hereby gIven shall be free from
anticipation, assignment, pledge or obligation of the beneficiaries and any of them, and shall not be
subject to any execution, attachment, levy or sequestration or other claims of the creditors of said
beneficiaries or any of them.
SIXTH: I nominate and appoint my daughter, Kathie L. Jumper, as Executrix of this
my Last Will and Testament, but should she fail to qualify or cease to serve in that capacity for any
reason, I nominate and appoint as substitute Executrix, my daughter, Wanda J. Bittinger. I direct
that my personal representative shall not be required to give bond or security for the performance of
her duties in any jurisdiction.
SEVENTH: 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
" -'
j> I,. i'nitials
2
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, 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;
E. To borrow money, if necessary to facilitate the administration and
closing of my Estate, 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 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 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;
1. To continue m any partnership, joint venture, joint ownership or
other business enterprise of which I am a part at the time of my death;
1. To compromise claims;
K. 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;
1.":; . \, \'i'nitiais
3
L. To do all other acts in his/her/their judgment necessary or desirable
for the proper management, investment and distribution of the assets of my Estate;
M. 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 in
the lowest tax liability possible.
-.f +l
IN WITNESS WHEREOF, I hereunto set my hand and seal this ~day of May, 2001.
."; }
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:BETTY V. MEARKLE
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
'~^'i
1::>>1 M~
C-iL'~:
~---
: i~iti'als
4
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, BETTY V. MEARKLE, Testatrix, whose name is signed to the attached or foregoing
lnstrument, 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.
Sworn or affirmed to and acknowledged before me, by BETTY V. MEARKLE, the
Testatrix, thisU' fI, day May, 2001.
/ /'
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,JJETTY V. MEARKLE, Testatrix
.
(Ill. ,,~ '. ,'",",~,'".t, <',')11,1:,:,':;,;,7._,/'\"/",:'/,'.", ','
1....., \',,,)C,,1,Cl.v,j 'I .' .,.. u
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Notary Publlc
G Notarial Seal
Tricia L. Bailey, Notary Public
S\IU(~ Midd.let?n T~p.,Cumberland County
" My LomnllSslon fe,xplres Sept. 24, 2006
_...._'~...,,_.~'T'_....._
5
REV-150L EX + (6-98)
~.
~
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYL VANL'\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BETTY V. MEARKLE
FILE NUMBER
1009
All real pro~erty owned solely or as a tenant in common must be reported at fair mar'"et value. Fair market value is defined as the price at which property would be
Elxchanged between a wining buyer and a willing seiler, neither t-eing compel!ed to buy or se!!, both having reasonable knowledge of the relevant facts.
Real ro e which is 'oint -owned with rioht of survi'/orshi must be disclosed on Schedule F.
iTEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF OEP,TH
~
J,
REAL ESTATE PREMISES 256 WcS i POMFRET STREE i, CARLISLE, PA 17013
SOLD THROUGH REALTOR TO HARRIS REITER
125,00000
TOTAL (Also enter online 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
125,000.00
A. Settlement Statement
US Department of Housing and Urban Development
~_~pe of Loan OMB Approval No 2502-0265 (expires 9/30/2006) FINAL
, DFHA 2 DFmHA 3. DConv Unins. I 6 File Number I 7. Loan Number I 8. Mortgage Insurance Case Number
,
4 OVA 5. DConv. Ins. PY006-0042RCS 0065550568
C. Note: I nrs torm IS furnlSrle 0 give you a Slalemen 0 Be ua SB!IIemen CDS S, Amoun 5 palo 10 an Y B se~"emen agen are SrlDwn I TitleExpress Selllement System
lIems markej "(po,c.)" were p.l1d outside the dosIng: they are shown here for Informahof1 purposes and are not included in the totals
WARNING It is a crime 10 knowi~gly make false statements to th~ United Stales on this or any olher similar form. Penalties upon
conViction Coin Include a fine and Impnsonment, For delalls see: Title 18 U. S, Code Sechon 1001 and Section 1010 Printed 06/14/2006 at 14:16 KLL
D. NAME OF BORRO\llER Harris Reiter
ADDRESS
E NAME OF SELLER Estate of Betty V. Mearkle
ADDRESS
F. NAME OF LENDER Wells Fargo Bank, N.A.
ADDRESS 3900 E. Mexico Blvd. #800 Denver CO 80210
G. PROPERTY ADDRE.SS 256 W. Pomfret Street, Carlisle, PA 17013
Carlisle Borouah
H SETTLEMENT AGE ~T Pyramid Land Transfer, LLC, Telephone: 717-960-1122 Fax: 717-960-1123
PLACE OF SETTLEMENT 55 West Church Avenue, Carlisle, PA 17013
I. SETTLEMENT DATE 06/15/2006
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUI~T DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales price 125000.00 401. Contract sales Drice 125 000.00
102 Personal Proper1",----- 402 Personal ProDertv
103 Settlement charqes to borrower (line 1400) 6 699.06 403.
104 404.
';(J;- 405.
Adiustments for items paid bv seller in advance Adiustments for items paid bv seller in advance
107 County taxes 06115106 to 12/31/06 288.45 407. County taxes 06/151061012131/06 288.45
108. School Taxes 06/15/06 to 06/30/06 52.31 408. School Taxes 06/15/06 to 06/30/06 52.31
109. 409.
110 410.
111 411
~i-~-- 412
-120. GROSS AMOUNT DUE FROM BORROWER 132,039.82 420. GROSS AMOUNT DUE TO SELLER 125340.76
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201 Deposit or earnE,st money 5000.00 501. Excess Deposit (see instructions)
202. Princioal amount of new loans 100 000.00 502. Settlement charnes to seller (line 1400) 5 542.36
203 Existlnq loan(s) :aken subject to 503 Existina loan(s) taken subiect to
204. 504. Pavaff of First Mortaaae Loan
205 505.
206. 506.
207 507.
208. 508
~. 509.
Adiustments for items unpaid by seller Adjustments for items unpaid bv seller
213 513.
U14 514.
i 215 515.
216. 516.
217 517.
218. 518.
219 519.
220. TOTAL PAID ElY/FOR BORROWER 105 000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 5 542.36
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301 Gross amount due from borrower (line 120) 132 039.82 601. Gross amount due to seller (line 420) 125340.76
302. Less amounts Daid by/for borrower (line 220) 105000.00 602. Less reduction amount due seller (line 520) 5 542.36
303. CASH FROM BORROWER 27 039.82 603. CASH TO SELLER 119 798.40
SUBSTITUTE FORM 1099 SELLER STA TEM,ENT The inform8tion_conl~ined herein is important \8)( information and is being furnished to the Internal Revenue Service. If you ,are requ~red to file a return,
e negligence penallyor other sanchon will be Imposed on you ,If thiS Item IS reqUIred to be reporled and the IRS determines that II has not been reported, The Contract Sales Price descnbed on
line 401 above conslrlutes the Gross Proceeds of thIS transactJon
SELLER INSTRUCTIONS: If Ihis real eslate was your principal residence, file Form 2119, Sale or Exchange of PrinCipal Residence, for any gain, wilh your Income tax return: for other transactions,
complete the applicable pe'ls of Form 4797, Form 6252 and/or Schedule 0 (Form 1040)
You are reqUired by law \0 :)fovide the se\\lement agent (Fed Tax 10 No , )with your correct laxpayer identification number, If you do not provide your correC{.lax~eyer identification
number, you may be subject to CIVil or Criminal penalties Imposed by law. Under penalties of perjury. I cer\!fy that the number shown on thiS statement IS my correct taxpayer Identification number
TIN
SELLER(S) SIGNATURE(S)
SELLER(S) NEW MAILING ADDRESS
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEME"NT STATEMENT
File Number PY006.0042
FINAL
PAGE 2
; TilleExoress Settlement Svstem Printed 06/14/2006 at 14:16 KLL
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALES/BROKER'S COMMISSION based on pnce $125 OOO.OO@ 3.000 = 3 750.00 BORROWER'S SELLER'S
Division of commission (line 700) as follows' FUNDS AT FUNDS AT
701 $ 3750.00 to Ebener & Associates SETTLEMENT SETTLEMENT
702. $ 10
703. Commission pE,id at Settlement 3750.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Loan Orinination Fee 1 % Wells FarQo Bank. NA LR 1 000.00
802 Loan Discounl %
803. Aooraisal Fee to RELS LR 300.00
804. Credit Report .-----
~- Flood Life of Lean to WFFS LR 19.00 -.
, 80G Processinq Fee to WF Bank LR
225.00
807. UnderwrilinG Fee to WF Bank LR 275.00
808.
~.
810.
811.
I 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 0611512006 to 07101/2006 @$ 17.8100/dav 16 Davs LR 284.96
902. Mor~ance Premium for to --
-
903. Hazard Insurance Premium for to Carlisle Insurance 510.00
904
905
1000. RESERVES DEPOSITED WITH LENDER FOR
I~Hazard Insurance 3 mo@$ 42.50 Imo LR 127.50
I: 002 Mortqaqe Insurance mo@$ Imo
I 1003. Citv Pronertv Tax mo.@$ Imo --
~004 County Propertv Tax 6 mo (a) $ 46.87 Ima LR 281.22
1005. School Taxes 13 mo @$ 99.46 Ima LR 1 292.98
1009. Aoqreqate Ana ysis Adlustment -- LR .319.35
1100. TITLE CHARGES
1101. Settlement or closinG fee
1102, Abstract or title search
1103. Document Retrieval Fee to Pvramid Land Transfer LLC 50.00
1104 Title insurance binder
.JJ95 Doc Prep (Sub of Riqhts) to Pyramid Land Transfer, LLC 75.00
1106 Notarv Fees to Pvramid Land Transfer LLC 22.00 10.00
1107 Attornev's fees to ROCler M. MorClenthal EsCl 500. no
I (includes above items No: )
LI1Qi' Title Insurance to Pvramid Land Transfer LLC 983.75
I (includes above items No: -.-J
1109. Lender's Polb 100,000.00
1110. Owner's Policv 125,000.00 . 983.75
1111. END 1003008.1 to Pvramid Land Transfer LLC 150.00
1112. Insured Closinn Ltr to Pvramid Land Transfer LLC 35.00
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordinn Fees Deed $ 38.50 Mortaaae $ 68.50 Release $ 107.00
1202 Citv/Countv tar/stamos Deed $1 250.00 Mortaaae $ 1 250.00
1203. State Tax/stalTns Deed $1 250.00 . MortGaGe $ 1 250.00
1204
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
~Q1. Overniqht Ldr Pkn to Pvramid Land Transfer LLC 20.00
1302. Wire fee to Pyramid Land Transfer, LLC 10.00
~._-~- to Borough of Carlisle .-
1303. Fmal WaterlSewer #04127 32.36
-----
1304.
1305 ---
1306
1307.
1308
c...1.400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section K) 6 699.06 5 542.36
HUD CERTIFICATION OF BUYER AND SELLER
lament 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 or by me
I have received a copy of the HUD-1 Settlement Statement
Hams Helter
f :" ~ ;' '- ,
eSlate 01 ~elry V~ MearKllO;
/
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/
WARNING: IT IS A CRIM':: TO KNQWINGL Y MAKE FALSE STATEMENTS TO THE
UNITED STATES ON TH,S OR ANY SIMilAR FORM PENALTIES UPON CONVICTION
CAN INCLUDE A FINE AI\lD IMPRISONMENT FOR DETAILS SEE TITLE 18
US CODE SECTION 1001 AND SECTION 1010
The HUD-1 Settlement Statement which (have prepared is a true and accurate account of this transaction
I have caused or will cause the funds to be disbursed in accordance with this statement
By .IJY~'1}\ ~ kv'j:Sf)j-_sG ~ II r (6 {
R::'V~1508 EX + (6~98)
COMMONWEALTH OF PENNSYLVA.NIA
INHERITANCE TAX RETURN
HESIDENT DECEDENT
SCHEDULE E
CASH, BA~JK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BETTY V. MEARKLE
FILE NUMBER
1009
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of sun/riorship must be disclosed on Schedule F.
iTEM
>IUMBER
DESCR.lPTION
VALUE AT DATE
OF DEATH
1992 FORD STATION WAGON VIN 3FAPP15J6NR107777 SOLD FOR
1 000 00
2
COMCAST CABLE REFUND
643
'<
0.
ERIE INSURANCE REFUND, AUTOMOBILE INSURANCE
207.00
4
I
IREIMBURSEMENT FROM TAX PRORATION AT REAL ESTATE SETTLEMENT
FOR TAXES PAID IN ADVANCE BY DECEDENT AND ESTATE
34076
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,55419
REV-1509 EX + (6-98)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INIiERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BETTY V. MEARKLE
FILE NUMBER
1009
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
RELP.TIONSHIP TO DECEDENT
A. KATHIE L. JUMPER
37 "G" STREET
CARLISLE, PA 17013
DAUGHTER
B
c
JOINTL Y.OWNED PROPERTY:
I LETTER DATE DESCRIPTION OF PRuPERTY I %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FiNANCIAL INSTITUTION A.ND BANK AD~OUNT NUMBER OR SIMILAR DATE OF DEA.TH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD RE,t,L ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A 6/21/02 CITIZENS BANK CHECKING ACCOUNT 6100733262 T 1 ;092.751 50. 54638
I
I
1 I
I 268.161
,
2 A 9/2/99 MEMBERS 1ST CREDIT UNION SAVINGS ACCOUNT I 50 13408
I
75259-00 i I I
I I
I
. I
I I
I
I
i I
I
I
I
I
!
I
I
I
TOTAL (Also enter on line 6, Recapitulation)
s
680.46
(If more space is needed, insert additional sheets of lhesame size)
MEMBERS 1st
FEDERAL CREDIT UNION
.SAVINGS 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
Date Joint Own~rship Established
75259 -00
08/28/1962
$268.15
$.01
$268.16
Kathie Jumper
09/02/1999
YISA CREDIT CARD ACCOUNT:
Account Number
Date Account Established
Principal Balance at Date of Death
Name of Joint Card Holder
4121449998752591
12/16/2004
$532.09
None
Mfr:1BE~S 1ST FED~RAL CREDIT UNION
A-h4U d((J~-
Demise A. Wolfe "/-
Insurance Services Supervisor
November 29, 2005
Estate of: BETTY V. MEARKLE
Date of Death: 11/03/2005
Social Security Number: 191-26-7118
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
ffI .,
i I
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
December 5, 2005
ROGER M MORGENTHAL Esq
2515 N FRONT ST
HARRISBURG PA 17110-1150
Estate of BETTY MEARKLE
Date of Death: November 03,2005
SSN: 191-26-7118
Dear Sir:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of her date of death.
The decedent had 1 active account at the time of her death and she had no Safe Deposit Box.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
S l.nce.r. ely, .. ~... .;(
./--~ {/~.
-r':/~/.. (ttt,. .
L ~
Phillip Lynch !
Operations Services
" '"
I I
Account Number 6100733262
Account Title BETTY MEARKLE or KATHIE L JUMPER
Date Opened 6/6/1966
Account Type Checking
Principal Balance as ofDOD $1,092.75
Interest from Last Posting to DOD $ .00
- ---
[ccount Balance as of DOD $1,092.75
YTD Interest to DOD $ .00
Title has not been changed since 06/21/2002
HEV-1511 EX + (12-99)
.
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FILE NUMBER
1009
COMMONWEALTH OF PENNSYLVANIA,
INriERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BETTY V. MEARKLE
Debts of decedent must be reported on Schedule l.
ITEM
NUMBER
A.
1.
8.
1.
2.
3.
4.
5.
6
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
HOFFMAN-ROTH FUNERAL HOME, FUNERAL EXPENSES
6.799.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (5) K/\THIE L. JUMPER
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 37 "G" STREET
City CARLISLE
State P A
Zip 17013
Year(s) Commission Paid: 2006
Attomey Fees ROGER M. f,,10RGENTHAl, ESQUIRE
3,750.00
Famiiy Exemption: (If decedenfs address is not the same as daimanfs, attach explanation)
Claimant
Street Address
Cirl
State
lip
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS FOR CUMBERLAND COUNTY
310.00
Acr..ountant's Fees
Tax Return Preparer's Fees
CUMBERLAND LAW JOURNAL, ADVERTISING LETTERS
THE SENTINEL, ADVERTISING LETTERS
LARRY E. FOOTE, APPRAISING REAL ESTAtE
EBENER & ASSOCIATES, REALTOR COMMISSION FOR SELLING HOUSE
PYRAMID LAND TRANSFER, NOTARY FEES
RECORDER OF DEEDS FOR CUMBERLAND COUNTf, TRANSFER TAX
BOROUGH OF CARLISLE, WATER AND SEWER BILL
DARLENE MOYER, TAX COLLECTOR, COUNTY AND BOROUGH TAX 2006
REGISTER OF WILLS, FILING FEE FOR INHERITANCE TAX RETURN
REGISTER OF WILLS, RESERVE FOR FlUNG ACCOUNTING
RECORDER OF DEEDS, RESERVE FOR RECORDING RELEASES
KATHIE L JUMPER, EXECUTRIX, RESERVE FOR MISC. CLOSING EXPENSES
75.00
129.77
275.00
3,750.00
10.00
1,25000
32.36
496.90
1500
350.00
120.00
100 00
TOTAL (Also enter online 9, Recapitulation) $
22,465.03
(If more space is needed, insert additional sheeis Df the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
BETTY V. MEARKLE
Decedent's Name
Page 1
21 05 1009
File Number
Schedule iH - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
19
KATHIE L. JUMPER, EXECUTRIX, REIMBURSE EXPENSES PAID PRE-PROBATE
5,00200
SUBTOTAL SCHEDULE H-B?
5,002.00
'*
SCHEDULED
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
I
,
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FILE NUMBER
1009
REV-1512 EX + (12-03)
COMMO"IWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESiDENT DECEDENT
ESTATE OF
BETTY V. MEARKLE
Repoilt debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTiON
VALUE ,AT DATE
OF DE-A TH
1.
MEMBERS 1ST CREDIT UNION VISA CARD 4121449998752591
532.09
TOTAL (Also enter on line 10, Recapitulation) $
532.09
(If more space is needed, insert additional sheets of the same size)
&""""",c*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BETTY V. MEARKLE
I
NUMBER
I.
1.
2.
3
4
5.
6.
7.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
1009
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal dist.ributions, and transfers under
Sec. 9116 (a) (1.2)]
I RELATIONSHIP TO DtCEDENT
,.e'.MOUNT OR. SHARE
OF ESTATE
45,11877
45,11876
5,000.00
500.00
500.00
500.00
500.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
~NON-TAXABLE DISTRIBUTIONS:
1. I A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
I
I
I
Do Not List Trustee(s)
WANDA BITTINGER
147 OAK FLAT ROAD
NEWVILLE, PA 17241
KATHIE L. JUMPER
37 "G" STREET
CARLISLE, PA 17013
ANNIE HOLLINGER
2215 SETTLERS DRIVE
MILLIKEN, CO 80543
DUSTIN BITTINGER
147 OAK FLAT ROAD
NEWVILLE, PA 17241
JASON JUMPER
LOT 46, LENWOOD DRiVE
SHIPPENSBURG, PA 17257
DYLAN JUMPER
LOT 46, LENWOOD DRIVE
SHIPPENSBURG, PA 17257
NOAH JUMPER
LOT 46, LENWOOD DRIVE
SHIPPENSBURG, PA 17257
Lineal
Lineal
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I
I Lineal
I
I
I Lineal
I
I Lineal
I
I Lineal
Lineal
3. CHARITABLE AND GOVERNMENTAL DiSTRIBUTIONS
1.
TOTAL OF PART II - E~HER TOTAL Nm~-TAXABLE DISTRiBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(if more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 inheritance Tax Return Resident Decedent
BETTY V. MEARKLE
Decedent's Name
Page 2
21 05 1009
File Number
Schedule J - Beneficiaries - 1
I REUHIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY i Do Not List Trustee(s) OF ESTATE
I TAMBlE DIS I RIBUTIONS (include outright spousal distributions) i
I
8 SAM JUMPER I Linea! 500 00
37 "G" STREET
CARliSLE, PA 17257
9. AMY SHOWERS I Lineal 500.00
I 3814 CLOVERFIELD ROAD
HARRISBURG, PA 17109
10. CHRIS SHOWERS I Lineal 500.00
CMR 447 BOX 134 I
I
APO AF09154 I..
11. ETHAN SHOWERS lLlneal 500 00
CMR 447 BOX 134
APO AF09154
12. ,IOSIE SHOWERS Lineal 500.00
CMR 447 BOX 134
APO AF09154
13. DANNY SHOWERS, JR. Lineal 500.00
~j420 SPRING ROAD, APT 1
SHERMANS DALE, PA 17090
14. JORGE SHOWERS Lineal 50000
963 STEHMAN ROAD
MILLERSVILLE, PA 17551
15. BECKY SHOWERS Lineal 500.00
'1004 N. WEST STREET, APT 1
CARLISLE, PA 17013
16. WilLIAM HOLLINGER III Lineal 500.00
2115 E. SETTLERS DRIVE
MILLIKEN, CO 80543 ILineal
17. WilLIAM HOLLINGER IV 500.00
2115 E. SETTLERS DRIVE I
MILLIKEN, CO 80543 I Lineal
18. CHEYENNE HOLLINGER 500.00
2115 E. SETTLERS DRIVE I
MilLIKEN, CO 80543
I
19. CORY STUCK Lineal 500.00
~jD#1, BOX 132
ICKESBURG, PA 17037
20. ELLlSA SHOWERS Lineal 500 00
PO BOX 314
MIFFLIN, PA 17058
21. TYLER SHOWERS Lineal 500.00
ADDRESS UNKNOWN
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death:
4,00000
Discount: ___ ____~QO.og
Interest T<:lble
~,..._.._-----,~~~-~-,--~---~~-----,.-----------~------.----._-_._-_..----- ._----~
I ; "
Year
i Days Delinquent:
1 this time period i
Balance Due
this year
Interest
this period
Before 1981
'1982 . .
~---------_.- .------+-~~--_.---____+___~.,~-..-__________L__
1983
1984
: 1985
...-----------~~
,1986
. 1987
! 1988 through 1991
l.1992
i 1993 through 1994
.19JJ5 throl~9h_1998
1999 ; . , '
r-- -~._-< ----~---------,----...---~_________:_-------..------~-~.--~-.----.,
2000
; 2001
,2002
. 200~____
2004
~ 200~_._._____
2006
. '
--~-~--~--"--~-"-'~
+----
_._-_._-.;..-~------~---------~-
; ! i
...,.---..---.------------.----------<
,
--;--
;
TOTALS
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total BalanCl9 Due on January 17, 1996: __~__.
Penalty: