HomeMy WebLinkAbout06-28-06 (2)
REV-1500 eX (6-00)
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 1
o 5
00964
COUNTY CODE
YEAR
NUMBER
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Webst:er, Jean I
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/12/2005 03/08/1925
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
191-18-3655
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
w Q91 o 2. Supplemental Return 03
I- Original Return Remainder Return (date of death prior to 12-13-82)
~~en 04 o 4a. Future Interest Compromise (date of death after 12-12-82) 0
U ,,~ Limited Estate 5. Federal Estate Tax Return Required
wc..U
J:OO Q96 Decedent Died Testate (Attach copy of Will) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total N umber of Safe Deposit Boxes
U "...J
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c.. 09 Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 0
< 11. Election to tax under Sec. 9113(A) (Attach Sch 01
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Susan E Stott
FIRM NAME (If Applicable)
Stott: & Stott
TELEPHONE NUMBER
157 S Hanover St
Carlisle, PA 17013
(71 7) 243-8077
2. Stocks and Bonds (Schedule B)
(2)
150,491.00
2,912.75
OFFICIAL USlO ONLY
1. Reall::state (Schedule A)
(1)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortllages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property 13 , 992 . 62
(Schedule E) (5)
Z 3,638.58
0 6. Jointly Owned Property (Schedule F) (6)
i= CJ Separate Billing Requested
:3 7. Inter..Vivos Transfers & Miscellaneous Non-Probate Property (7) 78,756.79
::::> (Schedule G or L)
l-
n: 8. Total Gross Assets (total Lines 1-7) (8)
<(
() Funeral Expenses & Administrative Costs (Schedule H) (9) 12,442.76
W 9.
0::: 1,547.61
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
'",....."
249,791.74
13,990.37
235,801.37
1,000.00
234,801.37
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 _(15)
16. Amount of Line 14 taxable at lineal rate 234,801. 37 x .0 ~(16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
10,566.06
10,566.06
20.
[]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
5W4632 1.000
D
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I t Add
cce en s ample e ress:
STREET ADDRESS
Church of God Home
801 N Hanover St
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
10,566.06
Total Credits (A + B + C) (2)
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.
Check box on Page 1 Line 20 to request a refund
(4)
.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
10,566.06
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check to: REGISTER OF WILLS, AGENT
(5B)
10,566.06
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . D
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . D
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penaltl"s 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 preparer other than the personal representative is based on all information of which preparer has any knowledge.
No
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SIGNATU OF PERSON RfSPONSIBLE FOR FILING RETURN
" "2:'- It) 0tuZljv~'L/'
A E S
804 E Louther St. Carlisle, PA 17013
SIGNA~~~r;:;c~.~~P~RESENTATIVE
ADDRESS
157 S Hanover St Carlisle, PA 17013
DATE
b/~/0//{) t
DATE
06/20/2006
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S.g 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9 9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the survivin9 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 steppan~nt of the child is 0% [72 P.S. 13 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 13 9116(1.2) [72 P.S. 13 9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. 13 9116(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.
5W4633 1.000
REV-1502 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Webster, Jean I
21-05-00964
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
Residential Real Estate 166 & 168 E North St
SeE~ Attached Settlement Sheet
Carlisle, PA
17013
VALUE AT DATE
OF DEATH
150,491.00
DESCRIPTION
TOTAL (Also enter on line 1, Recapitulation)
$
150,491.00
5W4695 1.000
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Webster, Jean I
21-05-00964
All property jointly-owned with right ofsurvivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
2,912.75
1. 61 Shrs Metlife Inc.
(includes accrued dividends 31.72)
TOTAL (Also enter on line 2. Recapitulation) $
2,912.75
5W4696 1.000
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Webster, Jean I
FILE NUMBER
21-05-00964
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
4.
5.
6.
DESCRIPTION
Checking Account, Wachovia Bank Acct# 1000293614875
Money Market Account, Wachovia Bank Acct# 1010083586938
(Includes accrued interest $ 12.16)
1988 Plymouth Sedan VIN# 1P313BJ46K2JC228569
(See Attached title)
Miscellaneous Personal Property
Federal Income Tax Refund
Citizens Bank IRA Distribution Receivable
VALUE AT DATE
OF DEATH
1.
2.
1,120.93
10,745.25
3.
500.00
825.00
715.00
86.44
5W46AD 1 000
TOTAL (Also enter on line 5. Recaoitulation) $
(If more space is needed. insert additional sheets of the same size)
13,992.62
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webster, Jean I
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-05-00964
If an aliset 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
A. Kristin A Darhower
ADDRESS
RELATIONSHIP TO DECEDENT
804 E Louther St
Carlisle, PA 17013
Daughter
B. Kathy M Shork
335 Glenwyn Dr
Littlestown, PA 17340
Daughter
C. HeathE:r R Baker - McGee 483 Centerville Rd.
Newville, PA 17241
D. Gwendolyn Y. Baker - Whistler RD 2 Box 183A
Newville, PA 17241
Grand Daughter
Grand Daughter
JOINTLY -OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NJMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
NUMBER TENANT JOINT JOINTLY-I-ELDREAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. J\. 11/27/1981 Series EE US Savings Bond 454.24 50. 227.12
(accrued interest 354.24)
2. A. 12/24/1981 Series EE US Savings Bond 454.24 50. 227.12
(accrued interest 354.24)
3. B. 05/14/1981 Series EE US Savings Bond 463.28 50. 231.64
(accrued interest 363.28)
4. B. 06/11/1981 Series EE US Savings Bond 463.28 50 231. 64
(accrued interest 363.28)
5. B. 07/09/1981 Series EE US Savings Bond 463.28 50 231. 64
(accrued interst 363.28)
6. B 08/06/1981 Series EE US Savings Bond 463.28 50 231.64
(accrued Interest 363.28)
7. B. 09/03/1981 Series EE US Savings Bond 463.28 50 231.64
(accrued imterest 363.28)
8. B. 03/19/1981 Series EE US Savings Bond 493.60 50 246.80
(accrued interest 393.60)
9. B. 04/16/1981 Series EE US Savings Bond 493.60 50 246.80
(accrued interest 393.60)
10. C. 08/12/1988 Series EE US Savings Bond 123.92 50 61.96
(accrued interest 73.92)
11. C. 07/15/1988 Series EE US Savings Bond 123.92 50. 61.96
(accrued interest 73.92)
12. C. 06/17/1988 Series EE US Savings Bond 123.92 50 61.96
(accrued Interest 73.92)
13. C. OS/20/1988 Series EE US Savings Bond 123.92 50 61.96
(accrued interest 73.92)
14. C. 04/22/1988 Series EE US Savings Bond 126.40 50 63.20
(accrued interest 76.40)
See Attached 2,442.93 50 1,221.50
TOTAL (Also enter on line 6, Recapitulation) $ 3,638.58
5W46AE 1.000
(If more space is needed, insert additional sheets of the same size)
Schedule F: Jointly-Owned Property, Continued
Estate of Webster, Jean I
File # 21-05-00964
Item Letter for Date Made Description of Property Date of Death % of Decedent's Date of Death Value
Number LI JQln.t ~ Interest of Decedent's Interest
15 C. 3/25/1988 Series EE US Savings Bond 126.40 50 63.20
(accrued interest 76.40)
16 C. 2/26/1988 Series EE US Savings Bond 126.40 50 63.20
(accrued Interest 76.40)
17 D 1/15/1988 Series EE US Savings Bond 94.80 50 47.40
(accrued interest 57.30
18 D 12/18/1987 Series EE US Savings Bond 94.80 50 47.40
(accrued interest 57.30)
19 D. 11/20/1987 Series EE US Savings Bond 94.80 50 47.40
(accrued interest 57.30)
20 D. 10/23/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
21 D. 9/23/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
22 D. 8/28/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
23 D. 7/31/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
24 D. 6/30/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
25 D. 6/5/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
26 D. 5/8/1987 Series EE US Savings Bond 96.69 50 48.35
(accrued interest 59.19)
27 D. 4/10/1987 Series EE US Savings Bond 98.64 50 49.32
(accrued interest 61.14)
28 D. 3/13/1987 Series EE US Savings Bond 98.64 50 49.32
(accrued interest 61.14)
29 D. 2/13/1987 Series EE US Savings Bond 98.64 50 49.32
(accrued interest 61 .14)
30 D. 1/16/1987 Series EE US Savings Bond 98.64 50 49.32
(accrued interest 61.14)
31 D. 12/19/1986 Series EE US Savings Bond 98.64 50 49.32
(accrued interest 61.14)
32 D. 11/21/1986 Series EE US Savings Bond 98.64 50 49.32
(accrued interest 61.14)
33 D. 9/12/1986 Series EE US Savings Bond 74.60 50 37.30
(accrued interest 49.60)
34 D. 10/24/1986 Series EE US Savings Bond 111.90 50 55.95
(accrued interest 74.40)
35 D. 8/15/1986 Series EE US Savings Bond 74.60 50 37.30
(accrued interest 49.60)
36 D. 7/18/1986 Series EE US Savings Bond 74.60 50 37.30
(accrued interest 49.60)
37 D. 6/20/1986 Series EE US Savings Bond 74.60 50 37.30
(accrued interest 49.60)
38 D. 5/23/1986 Series EE US Savings Bond 74.60 50 37.30
(accrued interest 49.60)
39 D. 4/25/1986 Series EE US Savings Bond 76.08 50 38.04
(accrued interest 51.08)
40 D. 3/28/1986 Series EE US Savings Bond 76.08 50 38.04
(accrued interest 51.08)
2,442.93 1,221.50
REV-1510 EX + (6-9B)
COMMONWEALTH OF PENNSYLVANIA
INHEFilTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webster, Jean I
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-05-00964
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM If\CLLOE Tt-E t\V\ME OF TI-E TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER Tt-E DATE OF TRANSFER. ATTACHACOPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Har1:ford Non-Qualified Annuity 32,448.28 100 32,448.23
Con1:ract # 710312110
2. Wachovia Individual Retirement 27,192.23 100 27,192.23
Account # 750191183655-7
3. Ci t:Lzens Bank IRA CD 19,116.33 100 19,116.33
Acc1: # 0191183655
TOTAL (Also enter on line 7, Recapitulation) $ 78,756.79
(If more space is needed, insert additional sheets of the same size)
5W46AF 1.000
REV-1511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHEHITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webster, Jean I
FILE NUMBER
21-05-00964
ITEM
NUMBER
A
2.
3.
4.
5.
B.
1.
1
2.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Hoffman Roth Funeral Home
Carlisle Memorial - Headstone
Flowers
Funeral Reception
Miscellaneous Funeral Expenses
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
4.
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees
5. Accountant's Fees
8.
9.
5W46AG 1.000
6.
7.
Tax Return Preparer's Fees
Stott & Stott
Administrative Expense
Advertising - The Sentinal
Advertising - Cumberland Law Journal
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
AMOUNT
7,930.60
570.00
204.58
483.65
670.00
o
1,000.00
506.00
750.00
6.00
246.93
75.00
12,442.76
REV-1512 EX + (12-D3)
COMMONWEALTH OF PENNSYLVANIA
INHEHITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webster, Jean I
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-05-00964
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
DESCRIPTION
Church of God Homes - Final Billing for Nursing Care
Continuing Care - Prescriptions
Bon Ton - Credit Card
Ci i:ibank Visa
Stott & Stott - Decedent's final Income Tax Preparation
VALUE AT DATE
OF DEATH
900.00
273.61
120.11
58.89
195.00
5W46AH 1.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,547.61
REV-1513 EX+ (9-CO)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webster, Jean I
NUMBER
I
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Kathy M Schork
335 Glenwyn Dr Littlestown, PA 17340
Deborah J. Baker
35 Summerfield Dr Carlisle, PA 17013
Kristin W. Darhower
804 E Louther St. Carlisle, PA 17013
Matthew Darhower
804 E Louther St Carlisle, PA 17013
Heather R Baker - McGee
483 Centerville Rd. Carlisle, PA 17241
Gwendolyn Y. Baker - Whistler
Newville, PA 17241
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-05-00964
AMOUNT OR SHARE
OF ESTATE
Daughter
Daughter
Daughter
Grandson
Grand Daughter
Grand Daughter
1/3 remainder
and 1,6541.80
1/3 remainder
1/3 remainder
and 454.24
2,500.00
437.44 from
US Savings BDS
1095.10 from
US Savings BDS
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
2.
3.
4.
5.
6.
1.
2.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
First United Methodist Church
Letort United Methodist Church
500.00
500.00
5W46AI 1000
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed, insert additional sheets of the same size)
$
1,000.00
II
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LAST WILL AND TESTAMENT
OF
JEAN I. WEBS'IER
I, JEAN I. WEBSTER of 168 East North Street, Carlisle, Cumberland
II
II
County, Pennsylvania, being of sound and disposing mind, rnerrory and
understanding, do hereby make, publish and declare this as and for my Last
~Qll and Testament, hereby revoking all other wills and codicils heretofore
,
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made by me.
FIRST
I direct the payment of my debts and the expenses of my last
illness and funeral fram my estate as soon after my death as conveniently may
be done.
Further, in this connection, I authorize my personal
representati veto expend funds from my estate, in such arrount as my personal
representative shall consider necessary and desirable for the purchase,
erection and inscription of a suitable marker for my grave.
SECOND
I give, devise and bequeath specifically the following items:
1. Cherry antique bedroom suit, box spring, mattress, double wedding
ring and quilt to Deborah.
2. Diarrond earrings, opal earrings, two china chests and matching
desk, blue dishes, goblets and quilt to Kathy.
3. Grandrrother I s clock, large oven, large grandmother I s mixer to
Kristen.
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4. Llado porcelain, Hummels figurines to my granddaughters, Jenny,
Becky, Gwen and Heather in equal shares.
5. Sewing rna.chine in cabinet and quilting books to Gwen.
6. Cutting table and sewing shelves to Heather.
7. Portable machine to Becky.
8. Great grandfather's pipe (Ilgenfirz) to Hans.
9. Grandfather's ring, desk & painting tilt table to Tbmmy.
10. Four poster bedroom suit to Matty.
11. $500.00 to First United Methodist Church, Carlisle, Pennsylvania.
12. $500.00 to Letort United Methodist Church, Drytown, Pennsylvania.
I give, devise and bequeath to my grandchildren all old silver dollars
,~d other old coins as well as the paintings which are rna.rked on the back, in
equal shares.
THIRD
I give, devise and bequeath the sum of $2,500.00 to each of
grandchildren should they attending or will attend college. I direct that my
Executrices set aside this sum to the extent I have not already provided some
or all of that aIIDunt to a grandchild directly or through savings bonds
purchased in my name and the grandchild I s and owned by me at the time of my
death.
FOURTH
All the rest, residue and remainder of my estate, real, personal
'or mixed wherever situate, I give, devise and bequeath unto my daughters,
Kathy M. Schork, Deborah J. Baker and Kristen A. Darhower, in equal shares,
per stirpes.
-------_._--,~~---~._._~-_. -_.__._.,._---~---~_._~---:---:-------. ----~---
. . .
FIFTH
I nominate, constitute and appoint my daughters, Kathy M. Schork,
Deborah J. Baker and Kirsten A. Webster, Executrices of this my Last Will and
~Cestament .
I relieve my personal representatives fran the necessity of
posting security in connection with his duties as such in any jurisdiction in
which he may be called upon to act insofar as I am able by law to do so.
:1
,
SIXTH
In addition to the powers conferred by law, I authorize my
JP-::xecutrices in their absolute discretion:
!i
Ii A. To retain in the fom received, and to sell either at public
il
'lor private sale any real or personal property.
Ii B. To manage real estate.
il
\i c. To invest and reinvest in all fonus of property without being
,I confined to legal investments, and without regard to the principal of
'I
I,
\i diversification.
1\ D. To exercise any option or rights arising from ownership of
,I
"
i I invesbnents.
\1
'i E. To canprornise claims without court approval, and without the
!
i
i consent of any beneficiary.
'I
I IN WI'INESS WHEREOF, I, have hereunto set my hand and seal to this,
I
my Last Will and Testament, consisting of four (4) typewritten pages, the
first two (2) pages which bears my signature in the margin for the purpose of
~
. identification, this the \q - day of ~~, 1996.
9.-aw 5-7.ehtA-
JEAN I. WEBSTER
(SEAL)
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Signed, sealed, published and declared by the above named
:1 testatrix, JEAN 1. WEBSTER, as and for her Last Will and Testament, in the
presence of us, who, at her request, in her sight and presence, and in the
sight and presence of each other, have hereunto subscribed our names as
witnesses.
'~~
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ADDRESsfl E:".tQ~~ ~ ?A- I{O\~
ADDRESS 2-;0' Flit 1't'V"~ S1-:) C'^ f" 1151<. 1-4 I ~ 13
~TH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
We, JEAN I. WEBSTER,
;t//~~t<e I A. 5c--h~/t:-r-
f2- ~ +- L. t) '!P, ~
and
, the testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing instnnnent,
being first duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instnnnent of her Last Will, and that
she signed willingly and that she executed as her free and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the testator, signed the Will as witnesses, and that
to the best of their knowledge, the testatrix was at the time eighteen (18)
years of age or older, of sound mind and under no constraint or undue
influence.
Sworn to and subscribed before me
this /9oM day of ~
1996.
Notarial Seal
Jennifer S. Calaman, Notary Public
Carlisle Bora, Cumberland County
My Commission Expires Nov 29, 1999
Member, Pennsylvania Association of ~Jotaries
u - 5 ~'fr
B. J YPE OF LOAN: -
A.
1.DFHA 2.DFmHA 3. [2I]CGrN. Uf'IINS. 4.DVA - 5.DCONV, INS.
U:S. UI:i-'A!UMENT OF HOUSING & URBAN DEVELOPMENT
~----_.. . 6. FILE NUMBER: I 7. LOAN NUMBER:
SETTLEMENT STATEMENT MOWERS
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished,,to give YI;JU a st?Jtement of ,!ctual settlement costs. Amoynts pa!d to and by the settlement C!gent are shown.
Items marked "{POC] were paid outside the closing; they are shown here for informational purposes and are not Included in the totals.
. 1.0 3198 (MOWERS.PFDIMOWERS/11 )
D. NAME AND il,DDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
~>
Tosha Mowers adult woman Estate of Jean Webster First Guaranty Mortgage
166 & 168 E. North Street 166 & 168 E. North Street 8180 Greensboro Dr., Suite 500
Carlisle, PA 17013 Carlisle, PA 17013 McLean, Va 22102
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
166 & 168 E. North Street Lindsay Dare Baird, Esq.
Carlisle, PA 17013 February 27,2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
"
37 South Hanover
Carlisle, PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
linn. ~Dnc>c> AAU UNT nilE I=RnM H()I-lI-I( WER: 400 r.Rn!'lS AMOIINT nllF Tn SEU ER:
101. Contract Sales Price . 150,491.00 401. ContradSales Price I 150,491.00
102. Personal Property I 402. Personal Property I
103. Settlement Charqes to Borrower (Line 1400) 5,278.51 403. I
104. 404. I
105. 405. I
Adill~tments For Ilems Paid 8;; Seller in advance AdiuslmAnl" For Items Paid 811 Seller in advance
106. Cityrrown Taxes 02/28106 to 01/01/07 . 396.85 406. Cityrrown Taxes 02/28/06 to 01/01/07 I 396.85
107. County Taxes to 407. County Taxes to I
108. School 02/28/06 to 07/01/06 381.91 408. School 02/28/06 to 07/01/06 I 381.91
109. 409. I
110. 410. I
111. 411. I
112. 412. I
120. GROSS AMOUNT DUE FROM BORROWER 156,548.27 420. GROSS AMOUNTDUE TO SELLER I 151,269.76
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest rnonev 1,000.00 501. Excess Deposit (See Instructions) I
202. Principal Amount of New Loan(s) 120,000.00 502. Settlement Charqes to Seller (Line 1400) I 3,578.27
203. Existing loanls) taken subject to 503. Existing loan(s) taken subject to I
204. 2d Mortqaqe 504. Payoff of first Mortgage I
205. I 505. Payoff of second Mortqaqe I .
206. . 506. I
207. 507. (Deposit disb. as proceeds) I
208. 508. I
209. Seller assistance 4,500.00 509. Seller assistance I 4,500.00
Ad'us/ments For Items UnDaid Bv Seller Adjustments For Items Uno aid BV Seller
210. Citvrrown Taxes to 510. Cityrrown Taxes to I
211. County Taxes to 511. County Taxes to I
212. School to 512. School to I
213. 513. I
214. 514. I
215. 515. I
216. 516. I
217. 517. I
218. 518. I
219. 519. I
220. TOTAL PAID BY/FOR BORROWER 125,500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER I 8,078.27
300. CASH AT SETTLEMENT FROMrrO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120) 156,548.27 601. Gross Amount Due To Seller (Line 420) i 151,269.76
302. Less Amount Paid By/For Borrower (Line 220) ( 125,500.00) 602. Less Reductions Due Seller (Line 520) [( 8Jm~,f7,
303. CASH ( X FROM) ( TO) BORROWER I 31,048.27 603. CASH ( X TO) ( FROM) SELLER 1/ 143,191.49
_-----.-0-.-- --
o~m NO 2502 026
HUD-1 (3-86) RESPA, HB4305.2
ACKNOWLEDGMENT OF RECEIPT OF SETTLEMENT STATEMEi',n
Se!ttlement Date:
Property Location:
Tosha Mowers adult woman
Estate of Jean Webster
First Guaranty Mortgage
Lindsay Dare Baird, Esq.
37 South Hanover
Carlisle, PA 17013
February 27,2006
166 & 168 E. North Street
Carlisle, PA 17013
Cumberland County, Pennsylvania
Borrower:
Seller:
Lender:
Settlement Agent:
Place of Settlement:
I have carefully reviewed the HUD-1 Settlement 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 in this transaction. I further certify
that I have received a copy of the HUD-1 Settlement Statement.
'- 1{Ya)l!J (10 f If II I )
Tosha Mowers
E~a~~~..n. W. e.bst~,... "'J... ../f
~ C -) /'~\// /J
BY: ~-=~-:~.J--i_~_.A,/ ~/--.
President Ex t: 71/::;;;.' ,%;0'
ATTEST: I
Secreta ry/Treasu rer
To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and accurate account of
the fund.s which were received and have been or will be disbursed b'1t.f1 he'Cf~e{sig.ned .as P?rtlJ. tt~e s,ynTeyent of this
transaction. \.~,/l~AcL; .at 7.....) /0't?c.cC:S-
LFldyY D~re Baird, Es,q. /'
Settlement Agent \~j
WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties
upon conviction can inClude a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section
1010,
HUD-1 (3-86) RESPA, HB4305.2
II-! II.: L: II h'l 'j 'j =f:. , .. i : . II :t :.J :h'I~'\-. iI'~ .. 'I:. h'l r.:. , .'
DEPARTMENT OF TRANSPORTATION
CERTIFICATE OF TITLE FOR A VEHICLE 2,48
----------------------------------------------------.---------------
issued in accordance with Section 1/05 of the Vehicle C;ode, Title 75, Pennsylvania Como/idated Stallltes
039036
JEAN I
168 E NORTH
CARLISLE PA
WEBSTER
ST
17013
CODE LEGEND
A ~ ANTIOUE VEHICLE
C ~ CLASSIC VEHICLE
F ."' OUT OF STATE VEHICLE
H ~ AGRICULTURAL VEHICLE
L ...~ LOGGING VEHIC;LE;
'P'''' FORMERLY A POLICE VEHICLE
R ~ RECO~ISTRUCTED VEHICLE
X ~ FORMERLY A TAXI
WE 0
DUPL
88
YEAR
PLYMOUTH
MAKE OF VEHICLE
MAX GROSS VEHICLE WEIGHT
8111/89 8/11/89 5167
WEIGHT DATE ISSUED DATE PA TITLED ODOMETER AT PURCHASE
vehicle described hereon is subject to the following liens:
CODES
. .LIEN RELEASED
BY
AUTHORIZED REPRESENTATIVE
SECOND LIEN FAVOR OF:
LIEN RELEASED
DATE
LIEN HOLDER
BY
AUTHORIZED REPRESENTATIVE
/ certify that reasonable diligence has been used in examining the statements
presented in the application for Certificate ot' Title to the vehicle described hereon.
and that the proof of ownership of said vehicle presented wit/I said application
warrants the issuance of chis certificate naming the applicant as lawful owner of
said vehicle. Wherefore. J certify that as of the date inscribed hereon. the official
records of the Pennsylvania Department of Tran~'portation reflect that said applicant
is the lawful owner of said vehicle.
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l-IO'NAI10VERUSAUM.
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CO"PURCHASER LAST NAME
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MIDDLE INITIAL
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CITY STATEp
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SUBSCRIBED AND SWORN TO: MONTH
BEFORE ME ~ (p
~ SI:NS~~~A~~S~~T~
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ZIP CODE
'(~ S7
DAY YEAR
d ''-0 i.?
COMM I s:
Borough of Carlisle, Cumberland County
8 PURCHAS
(or Full Business Name)
_9 INITIAL
CO"PURCHASER LAST NAME
FIRST NAME
MIODLE INITIAL
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SUBSCRIBED AND SWORN TO: MONTH DAY
BEFORE ME
SIGNATURE OF PERSON ADMINISTERING OATH
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COMMISSION EXPIRES:
C liEN DATE
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~IF NO LIEN,
CHECK
STATE ZIP CODE
;p.
YEAR
Purchaser's DIN (If applicable) l/WE warrant this Certificate of Title
and transfer ownership of this vehicle
to purchas€r(s) listed in this section
and certify that except as listed ir;
Section C, this vehicle is not subject to liens or other legal claims
IlWE certify to the best of my-lour knowledge that the odometer reading IS
Lt LL D D D and reflects the actual mileageot the vehicle
- _l,_ _ _ described herein (check below If applicable).
Not to include tenths
o ~~:~~ss f~~h~ra~~~~ld~llil~~;T~~/~rerror D Mileage is over 99,999
and actual mileage is unknown
WARNING: An inaccurate odometer statement may make you liable
for damages to your Transferee pursuant to 9 409 (Al of .the Motor
Vehicle Information and Cost Savings Act of 1972. .
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DA R ulc__
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Purchaser's DIN (If applicable) I/WE warrant this Certificate of Title
and transfer owner.shlP of this vehicle
to purchaser{sl listed in this section,
and certify that except as lIsted in
Section C, thiS vehicle is not subject 10 liens or other legal claims.
I/WE certify to the best of my/our knowledge that the odometer reading is
and reflects the actual mileage of the vehicle
- - -,_ _ _ described herein (check below if applicable)
Not to include tenths
O Differs from actual mileage for
reasons other than cal ibration error
and actual mileage is unknown.
WARNING: An inaccurate odometer statement may make you liable
for damages to your Transferee pursuant to 9 409 (A} of the Motor
Vehicle Information and Cost Savings Act of 1972.
o Mileage is over 99,999.
SIGNATURE OF SELLER
X
SIGNATURE OF CO"SELLER
X
DO NOT SIGN UNLESS PURCHASER'S NAME AND ADDRESS
APPEAR TO THE LEFTI
liEN DATE
~IF NO liEN,
CHECK
SECOND liENHOLDER
STREET ADDRESS
CITY
STATE
ZIP CODE
X
When applying for title with a co.owner, other than your spouse, check one of
these blocks. If no block is checked, titlewdl be issued as "Tenants in Common."
A 0 Joint Tenants with Right of Survivorship (on death of one owner,
title goes to the surviving owner).
B 0 Tenants in Cornman (on death of one owner, interest of deceased
owner oes to his Of' her heirs or estate).