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HomeMy WebLinkAbout08-16-06 (2) REV-1500 EX + /6-00) , ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C w o w c DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) CHRIST AKOS DATE OF DEATH (MM-OO-Year) BETTY LOU DATE OF BIRTH (MM-DD-Year) 06/04/2006 01/19/1931 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) ~ 00 1. Original Return ~ ~CI) 0 (j a: ~ 4. Limited Estate wo.o :00 ~ <J ~ ~ LXI 6_ Decedent Died T estate ~Attach copy of Will) Q. c( 0 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 0 5 4 1 COUNTY""COOf"" --vEAr- - - NUM'BER- - SOCIAL SECURITY NUMBER 2 1 6 - 2 8 - 4 5 1 5 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12- 1 3-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUS,. BE COMPLETED. AL.LCORRESPONDENCEAND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET FI AM NAM E (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE PA 17013 z o t= c( ...J ;:) .... 0: c( o w a: z o i= c .... ::) D. :E o o ~ .... ~ z w C z o Q. en w a: a: o o 1. Real Estate (Schedule A) (1) 2_ Stocks and Bonds (SchedLHe B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 80,000.00 OFFICIAL USE ONLY 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a){1.2) 0.00 X _ (15) 0.00 X _ (16) 0.00 X .12 (17) 2,718.13 X .15 (18) (19) ~':"1 ", ,-,-"j 6,431.13 " "./ 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT >,> \'BESORE'10"ANSWEA..Att:QUeS1"IONS;ON':REVERSE.$,IDE:AND'RECflECK--MATH < < ') '. .;; ) I 1 ) , . ) j j.~"-) L . 86,4'31 . 13 15,605.10 68,107.90 (11 ) (12) (13) 83,713.00 2,718.13 (14) 2,718.13 0.00 0.00 0_00 407.72 407.72 Decedent's Com lete Address: STREET ADDRESS 620 NORTH BEDFORD STREET CITY CARLISLE STATE PA ZIP 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) 407.72 20.39 Total Credits (A + B + C ) (2) 20.39 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penalty ( D + 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total Df Line 5 + SA. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF AGENT 0.00 0.00 387.33 387.33 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did decedent make a transfer and: Yes No a, retain the use or income Df the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? .................:........................................... 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..................................................:.....................,..................... 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? ....................................................................................................... 0 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. Under penalties of pe~ury, 1 declare thai I have examined this return, includjn~ 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 alllnformalion of which pre parer has any knowledge. SIGNATURE OF PERS ESPONSIBLE FOR FI~N>>RETURN DATE J ~ ~jIV& ADDRESS 60 WES 0 FRET STREET CARLISI.: SIGNATURE OF P AR THER ADDRESS PA 17013 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. s9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. s9116 (a) (1.1) (ii)]. The statute does not exemot a trBnsfer to a surviving spouse from tax, and the statutory requirements for disclDsure Df assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty.one years Df age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is D% [72 P.S. s9116(a)(1 ,2)], The t~x rate imposed Dn 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. S9116(1.2) [72 PS ~91 16(a)(1 )]. The tax rate im~osed Dn the net value of transfers to or tor the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1 ,3)], A sibling is defined, under Section 9102, as an individual who has at least one parent in CDmmon with the decedent, whether by blood or adoption. REV.1502 EX + (6.98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CHRISTAKOS BETTY LOU 21 06 0541 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 orooertv which is iointlv-owned with rjaht of survivorshio must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 630 North Bedford Street, Carlisle, Pennsylvania SOLD - Settlement Sheet Attached VALUE AT DATE OF DEATH 80,000.00 ~(O, fA) pi ;). (U ,U\) cJ!.;uf - Ob' uD TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 80 000.00 REV-1508 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CHRIST AKOS FILE NUMBER BETTY LOU 21 06 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0541 ITEM NUMBER ,. DESCRIPTION Sovereign Bank - Checking Account #1681720256 VALUE AT DATE OF DEATH 3,115.83 2. Personal Property - Appraisal Attached 2,320.00 3. Jewelry - Appraisal Attached 670.00 4. M&T Bank - Trust Income 294.25 5. Cash on Hand 31.05 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,431.13 REV.IS11 EX + 112-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF CHRISTAKOS ITEM NUMBER A. 1. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. BETTY LOU Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Ronan Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) StreelAddress 60 West Pomfret Street City Carlisle State P A Year(s) Commission Paid: Attorney Fees Irwin & McKnight Family Exemption: (If decedent's address is not the same as c1aimanrs, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills Accountanrs Fees Tax Retum Preparer's Fees Patricia A. Rosendale, CPA Register of Wills, Filing Fee Notary Fees Roy D. Gottshall, Appraisal on Personal Property The Sentinel - Legal, Estate Notice Cumberland Law Journal, Estate Notice S.W. Barrett Real Estate, Appraisal on Real Estate Register of Wills, Short Certificates Closing Costs from Sale of Real Estate FILE NUMBER 21 06 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Zip 17013 Zip 0541 AMOUNT 3.240.00 4,325.00 5,100.00 244.00 350.00 30.00 75.00 50.00 129.77 75.00 300.00 8.00 1,678.33 15 605.10 REV-1512 E~ + (6-98) . SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CHRISTAKOS FILE NUMBER BETTY LOU 21 06 0541 ITEM NUMBER Include unreimbursed medical expenses. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. DESCRIPTION Sovereign Bank - Line of Credit #6819088906 VALUE AT DATE OF DEATH 9,468.25 CitiMortgage #00167095-1 53,648.36 PP&L - Electric 65.54 Embarq - Telephone 79.09 AT&T - Telephone 37.17 East Pennsboro Ambulance - Medical 74.50 Borough of Carlisle - Sewer 87.48 Comcast - Cable 62.06 Carlisle Regional Medical Center - Medical 26.25 Carlisle Borough Tax Account - Personal Taxes 5.50 The Bon Ton #2116-0410-0533-5311 517.48 Bank of America - Visa Account #4427100005176040 4,036.22 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 68,107.90 "~""~.'* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1, Joanne Clark Collateral 3986 Woodvalley Drive Aiken SC 29803 2. Kelly Ryan Christakos Collateral 125 Azalea Drive Hampstead NC 28443-8356 3. Janice Hans Collateral 8 S. George Street Mechanicsburg, PA 17055 4. Ralph Tagg Collateral 511 Slaseman Drive New Cumberland, PA 17070 5. Stephen T agg Collateral 1210 McCormick Road Mechanicsburg, PA 17055 6. Joseph Tagg Collateral 11050 N.W. 60th Avenue Reddick, FL 32686 7. Karen Rembisz Collateral 26220 Lookout Falls San Antonio, TX 78260 41 AMOUNT OR SHARE OF ESTATE 3 Carat Emrald Diamond 2, )'UD Diamond Wedding Band 2{/1..AJ Personal Property Personal Property , Personal Property Personal Property ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1, 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Humane Society of Harrisburg Area, Inc. 710 Eppley Road Mechanicsburg, PA 17055 the Helen Krause Animal Hospital PO Box 311 Mechanicsburg, PA 17055 1/2 Remainder 2. 1/2 Remainder TOTAL OF PART II - 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) Continuation of REV-1500 Inheritance Tax Return Resident Decedent CHRISTAKOS Decedent's Name BETTY LOU Page 1 21 06 0541 File Number Schedule J - Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8., George P. Christakos, Jr. Collateral 2jW PO Box 171 Telford, PA 18969 ;<'9-rD 9. Peter A. christakos Collateral PO Box 171 Telford, PA 18969 LAST WILL AND TESTAMENT of Betty Lou Christakos I, BETTY LOU CHRISTAKOS, of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executor to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: (a) My three-carat emerald diamond to Joanne Clark, according to my mother's instructions; (b) My diamond wedding band to Kelly Ryan Christakos; \ (c) $2,500.00 to each of my three (3) step-grandchildren; (d) $2,000.00 to my friend, Janice Huns; J (e) My five nieces and nephews are to take any personal items and furniture which they want, including the oil painting of my mother which is to be kept in the family; and (f) All the rest. residue and remainder is to be divided equally between the Humane Society of Harrisburg Area, Inc., Mechanicsburg, Pennsylvania, and The Helen Krause Animal Hospital of Dillsburg, Pennsylvania. 4. I nominate. and appoint ROGER B. IRWIN to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my de.ath, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint MARCUS A. McKNIGHT, III, and DOUGLAS G. MILLER as substitute executors, also to serve as such without bond, with the same powers as are given herein to my executor. 5. I hereby suggest that my personal representatives retain the serVices of Irwin & McKnight as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this (J-J day of June _, 2006 ~"- .,~~ Lc.<.... - (: {~M,.t-o-t(~ BETTY LOB CHRISTAKOS ~1i'd.J", (SEAL) 2 Signed, sealed, published and declared by BETTY LOU CHRISTAKOS, the Testatrix above-named, as and for her Last Will and Testament, in the presence of us, who, at her request. in her presence and in the presence of each other have subscribed our names as witnesses hereto. tdt'~//2~ . /) ~ '--..7 '." ~Wl'LI' />1: (..y- ).. ~A~'(.h-/A:,~j 3 ACKNOWLEDGll1ENT AND AFFIDA VIT WE, BETTY LOU CHRISTAKOS, MARTHA L. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, that she had signed willingly, that she executed it as her free and voluntary act for the purpose herein expressed. and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or older. of sound.mind and under no constraint or undue influence. Jk,\. /'~ (p.. ^ civ,,~~~*~ , BETTY' W-El!RISTAKOS J . J . ~~r .t'" rH.. Ir: J.:::;~JL''' )a.(Ar,j , SHARON L. SCHWALM COMMONWEAL TH OF PENNSYL VANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by BETTY LOU CHRISTAKOS, the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L. SCHWALM, witnesses, this ,J{ day of June, 2006. /' '3. ctb,- No.tary ublic COMMdNWE. TH OF PENNSYLVANIA .. NoIarial Seal Roger B. InMn, Notary Public Carlisle Born, Cumber'.and County My Commissioo Expires Oct 3, 2008 Member. Pennsylvania As!;ociation Of Notaries 4 A Senlement Statement B Type of Loan 1 OFHA 4. OVA C. 2. OFmHA 3. OConv. Unins. 16. File Number 17. Loan Number 5. OConv Ins. MT2006-245GFD I his larm IS furnlsneoro give you a stau~tmem ~T aelUaJ. sernemenr COSts. A~Ol!n!S pala, ro ana Dy me se~tlement agen~are snown Items marked "(p ocr were paid outside the closing; they are shown here for InfOfmahon purposes and are not Included in the lorals WARNING It IS a crime to knowingly make false slatements to the Unlled Slates on this or any other similar form Penalties upon convlctlgn~n Include a fine and Imprisonment For details see: Tille 18 U. S. Code Section 1001 and Sachen 1010 FINAL I 8. Mortgage Insurance Case Number I TitieExpress Settlement System Printed 08/11/200~1QJJ1KLJ- D NAME OF BORROWER: ____ADD~ESS E NAME OF SELLER: ~_ ADDRESS F. NAME OF LENDER: ~DDRESS~_ G. PROPERTY ADDRESS: 620 North Bedford Street, Carlisle, PA 17013 __ _ Carlisle Borough H. SETTLEMENT AGENT: Abstract Company of Central PA, Inc., Telephone: 717-243-6222 Fax: 717-243-6486 PLACE OF SETTLEMENT 26 West High Street, Carlisle, PA 17013 I. SETTLEMENT DATE 08/11/2006 _n~,-SUIVIMARY_OF BORROWER'S TRANSACTION: _lQo._G~QSS AM_OLlNT DUE FROM BORROWER _jilL Contract sales price _ 102. PersDnal Property 103 SettlemeIlt charqes to borrower (line 1400) 104 105. Note: Nathan B. Stoner Estate of Betty Lou Christakos Community Banks 80000.00 3133.13 Adiustments for items paid bv seller in advance _._~--- ~Q7. Countv taxes 08/11/06 to 12/31/06 ul0!LS~h9DI Taxes 08/11/06 to 06/30/07 109____ _ _____ -110 111- 112. 120, GROSS AMOUNT DUE FROM BORROWER 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 201. Deposit or earnest money 202. PrinCipal amount Df new loans . 203. _ExistingloanJs) taken subject to 204. 135.42 744.15 84,012.70 2 000.00 80,000.00 205. 206. _ 207 __ ~ ~09._ Adjustments for item~unoaid bv seller 213 214~_____ _?1~___ _?16___ 217 218. 219 220. TOTAL PAID BY/FOR BORROWER 300. CASH AT SETTLEMENT FROM OR TO BORROWER _301. Gross amount due frDm bDrrO\'ier !line 12m -192 Less amounts paid byjfDr borrower (line 22m 82,000.00 84012.70 82 000.00 303.j;A~~ FROM BORROWER 2012.70 K. SUMMARY OF SELLER'S TRANSACTION-:- 400. GROSS AMOUNT DUE TO SELLER 401, Contract sales price 402. PersDnal Prooertv 403. 404. 405. 80,000.Oll Adjustments for items paid bv seller in advan~. CDunty taxes 08/11/06 to 12/31/06_ School Taxes 08/11/06\006/30107._j-_____ 407. 40B. 409. 410. 411. 412. 420. GROSS AMOUNT DUE TO SELLER __~___-'IO 500. REDUCTIONS IN AMOUNT DUE TO SELLER 501. Excess DeoDsit (see instructiDns\ 502. Settlement charqes to seller 'line 140m 50~. Existinq loan(s) taken subject to 504. Payoff of First Mortqaqe LDan CitiMortaaae 135.42 744.15 -__---..1 53,~-!ll.36 505. 506. _507 50B. 509. --- Escrow for Sover Payoff 15,OgO.0() Adjustments for items unoaid bv seller 513 514. 515. 516. 517. 51B 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 600. CASH AT SETTLEMENT TOOR FROM SELLER 601. Gross amDunt due to seller (line 420) 1 602. Less reduction amount due seller (Iine_520) _-_ __ ___ 603. CASH TO SELLER _ _ ---- -----~- 7 0,326.~ 8 Of879,5I 7 0,326.69 1 0,~52.88 SUBSTITUTE FORM 1099 SELLER STATEMENT The information contained herein is Important tax information and is betng furnished to the Internal Revenue Service If you are reqUired to file a return a negligence penaltyor other sanction Will be Imposed on you If thiS item IS reqUired 10 be reported and the IRS determines thalli has not been reported The Contract Sales Pnce descnbed on line 401 above conslllutes the Gross Proceeds of thiS Iransacllon Sf-LLER INSTRUCTIONS If lhis real estate was your principal residence, file Form 2119, Sale or Exchange of Principal Residence. for any gain, with your Income lax return; for olher transactions cumplelnlhe applicable parts at '-arm 4797, Form 6252 and/or Scheduie D (Form 1040) TIN You Are required by law 10 provide the seltlement agent (Fed Tax ID No . ) with your correcllalc:payer identification number If you do nol prOVide 'lour correct taxpayer IderMIC.allon number, you may be subject to cIvIl or comlnal penalhes Imposed by law Under penalties of perJury, I cerMy lhal the number shown on thiS stalement IS my correct talc:payer Identification number ___ SELLER(Sj SIGNATUREIS) SELLER(S) NEW MAILING ADDRESS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT _ ___ SEIILEMENT ST A TE~ENT L. SETTLE:MENT CHARGES 700 ' TO:rA~ ~I\~E"/~R.QI<~R~~.COMMISSION based on price $SO,OOO~ 0.000 = Division of cornllll:3!'lorUlln~ZQ01~~JQIIowL____ 701 .$ to 702 $_____lQ____ __703 CUITlIlllSSIOn paid at Settlement SOD. ITEMS Pi\YABI.;JttQ.QNNECTIQN WITH LOAN 80ijc~an Qilll@EQllF!,.f'___ %Community Banks ~0~.1oanl.ll~Q~nt__.___. % 80L_AfJp.!.alsalJ'!,e to Community Banks 804. Credit Rep.2r1_____________ -8115- FIOl)(J c:~rl__IQ_~<:>mm~~!!y~anks ______ 801i Doc Plep Fe!'______.J.cl....f<>.mmunity_ Ball~~______ _____________ 807_As~QlIlpll()nF~~ ____________ --______n__ ...BOB. _ _ _ _______ 809 ~lU_ _ File Number MT2006.245 FINAL TilleExpress Setllement System Printed 08/11/2006 al 09,15 KLL PAID FROM PAID FROM BORROWER'S SELLER'S FUNDS AT FUN OS A r SEHLEMENT SEIILEMENT PA(3E 2 (P,O.C,) 100.00 Bu er 811 ~QQ-!T~M~REQUIR;DB'( LENDER TO BE PAID IN ADVANCE iiOl ~lt~r~SLf'rorn 10 _~__--.ic1ay. 902 . ~()rt9.ag~ InSlJr<;tlCe Pl!'fT1illlll.fQr_________ 10 9tn HazJllJ InslIIdnce Premium for 10 _SilJ4 ____ _ _~Q5 _ ______________ 1 000. RESE~y;~[);J'QSITED WITH LENDE~ FO_R_ .1()Ql_f1.azard JlIsur<.Jnc;~_________----.iI1.<J..@ $ _!llQ;!. Ml)lllliillgJnsuranc~ 1110 (ij) $. . IQQLCilyproperty Tax. _ mo (ij) $ 1QQ4_Counly ProJ!f'r~~_____ mo. (ij) $ IQQ5 Scl~QITax~s.._ mo @ $ 11109 A9.9.re9?IQf\n~lysisAU1Q~tlll~L______ 1100. TITLE CHARGES -------_._-----~---- _ 11Ql~!'ltlcrnQllt OJ c;1()~II9. ~_____ l1Q? t::~rt of TI1I!'L132 ENorth St 10 Abstract CO.!11P~of Central PA, Inc. ._____ II 03 TIII~ e..x.<lI1J!natlon 11114 TrtI'!.lnsI,J!il.nc;.f'..iJirlcier 110S Do<:.Pr"Jl.l Spousal Waiver) to Saidis, Flowe.r & Lindsay II0fi Not9ryFces __~_____-'o SaicHs, Flower & Lindsay 1107 !,1I0111q{sfees . __ ___-''2....l3oger Irwin, E~:_pgc;SELLER -_____~c,__ [lfl(;I!Jdes dl)OV~II~Ill~NQ____ .___.1 I 1108 Tille IllstJrilncle lo'p-bstract Coll1pan'L.<:>,f Central pA.lnc.________ (ingudes dt)O~~~~N.2__ _~___.__ ._-~___J _!1Q9 Lender's.PJlIII}'_____ ___ ____~QJOOO.OL: 111 I) OWllfJi}fJoIICY__ __un 80,000_00 . 664.88 11lLENQ.1QQ, 300L~1 10 Abstract CompanY.Qf Cenlr&J"A, Inc. . _____~_~ _111~.In~~red Closrr19lo.tr:.______ 10 Abstr~(;!..Q.QrllJlal1Y. of Central p'A,lnc. !.Ll~____ _________ 1?OO"QQVERNM~t'!T..Ric;Q~DING AND TRANSFER CHARGES 1~01 R-,,(;oldlngFIOQ~ I.lQcd$ 38.50__....;.Mor~ $ 54.50...;BEJlease $ 1202 Crly/ColJllly lax/slalllQS __Qeed$800.00 ; MorlqageL...._ 12IJ3SIille Tax/stamp". ____--..Qeed$8QQ,QO ; MortgaiJE!.l__ 12U4 RQQ!rcJ ~I!J. 1:12 E. ~,jorth St 10 Recorder of Deeds _ _ 1205 ~-._~--~ --_.._--~ ..-------...--.--- 1~00. ADDITIONAL SET!LE~E_t'!T CHARGES_____ ____ ______ !~Ol_;>Q0607 Sch_QQIJ.?x__ 10 Carlisle Borough Tax}.ccount _l~L _____~.___ l~J Ov.!'I[ll!lhlPayoHs____!Q._SaiQisJ'!ower & Lindsay___ ____ 1304.._________ J:Jt]Q._____ IJIJ6 IllJ7 J~~_ __________ ____._ ___ ---~i= ~ --- ~---- -~--- ----- ~ --- Irno 1111()______ IllIo ~:LLIl1.Cl...___ 69.86 11110 75.00 22.00 ---.-- --- -=- -=---- ~I-~-~~ - --=!~:~~1-- 54.50 ----- -~--- 838,33 ~~~---~----- 40.00 ._---_..._--_.._--------~----- _.._-~---_._--.._-_._---~--- _1400JQT,A,~ ~;TTh.~~~TJ:!iARGES (enter on lines 103, SectionJ and 502, Section K) ~ 3t1~~!;l ____1 t678~~ t~je a~?ltbelief, It IS a tlue <Ind accurale statement of 811 receipts and disburSEments mode url my accoulll or by llll! --~ WAf<NING If '0 (" 0 KNOWINGl Y MAKE FALSE SIArEMENTS TO THE UNITED STAltS ON THIS OR ANY SIMILAR FORM rENALf ItS lJPON CONVICTION CAN INLLUDE A FINf AND IMPr<ISONMENT FOR D!:TAIL:) SEE TITLE 18 IJ S COOl: SECTION 1001 AND SECTION 1010 The IIULJ-1 St:lllement Slatement whidll have prepared IS i::ItnJe and accurate dLcounl a/thiS trallOiacll{)1l By 'j;;;;;~'~ lI;:to;eft~b~'e:"~dal;~"(h ~l~' c:~'e"t ~~-~ ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Sovereign Bank Betty Lou Christakos 216-28-4515 June 4, 2006 Account #: 1681720256 Type: In the name of: Betty Lou Christakos Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Account #: N-6819088906 Type: In the name of: Betty Lou Christakos Balance Due at Death: Checking Open date: 7111/1997 $3,115.83 5/14/2006 $0.03 $0.28 ine of Credit $9,233.49 Open date: 8/2/2004 Page 1 of 1 ~~. {}.-A~ ~ 6,..<cJ A/, &~~CJ- G~6~/ rl1, ! 7<::/3 ~2-.-Z~cf~~.7': a-/;v/?~p-~.---4 .::?"k ~~ ~~, 3;,...; ~- ,6~~~. ..r I - ~ --;:;' , ,,~/, . , -.L '" ,;"..Z I' c:.~ -b4.-'--?-K" .,/C:-w--J, ..v-Lc~...C:i ./' --'i .:t:::-. //,' (/ /". 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"7 c--L:z~c I, // j;C~~ "~~~r /'/ ~ :.', ~.;J;" ar., A.."::......" .//- r ' . / "'----";iY:.r - ,I' :e" ,~~.L' ~..~/~ .:i.l?~. t.'~..~~C~,6.c:;r @P;~'?~ ,!'/3/~~-L /Vu/ i/t!.R. i!~ /" .,./ 'I ::~~~~~~~~/~v';+~~ ~ ": /'. /~'" 77' .' .._. ~ 'I - ~??/., . !...I..'~~.., . -:/~~~~ "1 #' --ri/ -''::-/ /' u/-' - L'd.Luk ' .t~~~~+u?//hU1-i.-L/~rir ~.A~!.L ,~,~~ ':~Zf--' N""/ L-~ ~. .' ..-. --~-- 7- --- .1 I ': . r"'~-d-_~.r-~./c;,~e: r/~ .:(3 ~ 7U k.)/~~ 17~~~~, t;~ ~'L- YN~.h~~",-- .p2.~J-?t.~~;r-- ~.:../T LJ' . (/ ~ ,,~~.!>??:,-.-dO .~~~ ~ /$?/ I _' .' j;2 -.3 ~c: ~:U-"J /C/~ ~ to:"'_';;:; f' €? /d(,A::--4- ~ ("f /' /, ~~/ t' ~" /' ---r-- / "..6 ~~-e'~~~">7'~ ~b;;F( ~~-;?<:::;Y ~'" ~// . .., 'AM", t/. "J / /""<'!.t" I J/'.L-I J~ .~-CL.~. /~~~r':: '~-:hII!..~>d/L ,.' I i #"1 "/?!~ ! Aft.z; i 7"~ ~ia=; I /.:;:; i...v /~Iq? , fi,..{ f2/ I ~O~ . /?-ro cA f';C I ..::< j.:O y~ ,;;2..t:7 !d7 /?,a:;) "0 4:;/; ";;r,, I ./ /. l.cJ -rei , /~~ I /O,ot::) , /R~ I c;2Y~I ~rC, I ~ ~cr- ; -' .-~ 9/c.5. I , -;J[' _) /) Y /' // ~ ,,<,/1/ .....r 4a>>/ S,i-t2?',' ( L D. ---- r::::;. // .' _- v _<."-;--' . 7' ' /.~.' /" .'/ /". . //~e_~~'___h" _ - ~/:;rC- ~-,.. '. ' ,. .'.. ;;,/ //.-<:.. c2-~ :_~';:;<';" ."'./:_~ . . '/ . J '.~ c:'.-//?---' ....-<c----L-/<.. ...-7-'-~/'-~>r~-- ~_._, _ ::;;.-' -' "-'-.' .-/ 'r- -</- . .. _- " ~,A'"/~/" '/~-C , -~--:(.; ~ /'.. ~c.C'.. -. ;' / ~~J qtJ((.5'~/! '?'L( /~G~ J! ~'~...;Z-A7' .' b....-: /~ . ..........--""....-.......... ') '-&" ", n,' " '.(.L...-:,' 4....1- . ~.cy :.. .",- , _. ~~ , - ,........ '.= .:.'"C 0.-..' " .....,..:;- '" "~ ...-.:...- ' ~ ;r-- '-- .- ..,-' ,"-' " ' I , i V~ / ! /2 ~. ~970 i~ ~35U !a; ---- I ~~o fV ':1 . ~'v This app!a~saB comp~. ~r:F1 BJ:-.~~~~~~ r . .. /' - \\' ~",", - 0/~.G ~ . ~~ ~o'\ ~;r- .$.s?o,a-e-' .P 3~CJ ,crV ...... , . :?D'':::'''''''/ 7lZ 6: <17 D 'C:~i/ / . 5""e- ' c '-' itrt~ . ..:; __ -,--a---' j -~ ~ (!f ,~ YI ;l-"'-" BETTY L. CHRISTAKOS ESTATE d/o/d - June 4, 2006 Appraisal by: Harry E. Danson CARLISLE COIN SHOP 25 Circle Drive Carlisle, PA 17013 243-8943 <f1;1~ I ~ rJ RA/v') IJ6~ ?(I~ 1,"/ fh:.H I r >M. "'-'~ 7~ ~ - ~ I r'- ~~~ d?JI.:v'd- ~ / _ '^' ~ 13 d.'v"';""\" ,,'t 1(+ --. R ~ u V1 d / <;..--.. ~:t }i-6"~~ <)~) c..L~L,;.i; ....,... 'I-. ')0 ~ 75" --- /10 ~ tv~J ~h~\l- {taJv~ c~ ~~~ ~~ b-'~~-()G ", Ronan Funeral Home Phone 717-258-9863 255 York Road Carlisle, Pennsylvania 17013 Lynn A. Ronan, Funeral Director We Care 100% Our Family Serving Your Family Fax 717-241-4041 Thursday, June 15, 2006 Mr. Stephen Tagg 1210 McCormick Mechanicsburg, Pennsylvania 17055 Dear Mr. Tagg, . Thank you for selecting our funeral home to provide services for your tamily during your time of bereavement. I hope that you found our services, so far, to be of the highest standards that we always try to achieve. The following is a summary of the service charges as previously explained and provided in written form on the services for: BETTY CHRISTAKOS 1. Professional Services Basic Service Of Funeral Director & Staff Other Preparation of Deceased Crematory Fees 3. Automotive Equipment Transfer Remains To Funeral Home Hearse Utility Car TOTAL OF PROFESSIONAL SERVICES, . FACILITIES AND AUTOMOTIVE EQUIPMENT Merchandise Casket: Minimum Alternative Other Receptacle Urn Vault SPECIAL SERVICES Direct cremation TOTAL SPECIAL CHARGES CASH ADVANCES Cemetery Charges Certified Copies of Death Certificate 10 Coroner Fee Incl lncl Incl Incl Incl Incl $75.00 $ 350.00 $ 2095.00 $425.00 $2,095.00 $ 635.00 $ 60 $ 25.00 BALANCE DUE $720.00 $3,240.00 $3,240.00 TOTAL FUNERAL CONTRACT If there are any questions or concerns that remain unanswered, please call me. BALANCE DUE Iun 10, 2006 A late charge of 1.5% per month on the outstanding balance (annual rate of 18%) will be added to the balance. ~~~~-- Aug 15 2886 87:52:35 SOVERE IGn BAnH -) +7172496354 Page 882 ~'Sovereign BankSM Payoff Statement Account Of: August 15, 2006 To Betty Lou Christakos Clo Roger Irwin Atty 60 W Pomfret St Carlisle PA 17013-3243 Betty Lou Christakos C/o Roger Irwin Atty 60 W Pomfret St. Carlisle PA 17013-3243 Line Of Credit #: Principal Balance Interest Due: Lien Satisfaction Recording Fee: Insurance Due: Other Fees: Late Charges Due: Escrow: Unapplied Pending Extension Refund: Termination Fee: Fax Fee: 6819088906 $9,194.71 $206.54 $27.00 $0.00 $0.00 $20.00 $0.00 $0.00 $0.00 $0.00 $0.00 $20.00 Payoff Total: $9,46B.25 This Payoff Total is good until 08/18/06 however, if the payoff is not received on that date, please add $2.33 (per diem) per day for every day thereafter. Please return this form with a check made Davable to: Sovereign Bank 10-421-CP2 450 Penn St Reading, PA 19602 Requested By: Prepared By KAREN NOEL 06-75 Phone Number Payoff Fax Number: 610-988-1685 Fax Number: Phone Number: 717-249-6354 877 -768-2265 This payoff has been quoted on a line of credit and is subject to change. Please wrif)' prior to setllemenl. Every effort has been made to ensure accuracy in this calculation. In the event of a calculation or clerieal error, any overages will be refunded to the customer by Sovereign Bank, and any shortages (including retumed checks) will be paid directly to Sowreign Bank by the customer. Once the payoff, which includes a lien satisfaction recording fee has been received, the lien documents will be sent to the courthouse and recorded to satisfy the lien. If a customer chooses to omit the lien satisfaction recording fee from their payoff, the customer will be responsible for recording the satisfaction of lien, provided to it by Sowreign Bank. unless otherwise required by state 'aw. All activity will continue on this account until payoff has been received.Every effort has been made to ensure accuracy in this calculation. In the event of a calculation or clerical error, any owrages will be refunded to the customer by Sowreign Bank, and any shortages (including retumed checks) will be paid directly to Sowreign Bank by the customer. Once the payoff, which includes a lien satisfaction recording fee has been received, the lien documents will be sent 10 the courthouse and recorded to satisfy the lien. If a customer chooses to omit the lien satisfaction recording fee from their payoff, the customer will be responsible for recording the satisfaction of lien, provided to it by Sowrelgn Bank, unless otherwise required by state law. All activity will continue on this account until payoff has been receiwd. *"*** Signature(s) required to authorize closing and satisfaction of lien ***"'* Customer Name: Betty Lou Christakos 6819088906 Account Number: I hereby authorize Sovereign Bank to cancel my line of credit. I understand that by doing so, funds will no longer be available to me, and the lien securing the loan will be satisfied. Future need for funds would require a new loan. Borrower: Date Borrower: Date BQN.TON Customer Service (Servicio a/ Clienta): 1-800-942-0739 Payment Address: Retail Services, PO Box 17264, Baltimore MD 21297-1264 Mail Billing Inquiries to: Retail Services, PO Box 15521, Wilmington DE 19650-5521 Days in Billing Cycle: 31 Statement Date: 06/17/2006 TOTAL MINIMUM PAYMENT DUE $16.00 AVAILABLE CREDIT $1,782.52 . PIMa - ,..,.... tor imporfMt dillcloaur.., including grace period information. By sending us a check: for payment on your account. you authorize us either to use information from your check to initiate an electronic fund transfer from your account aCCOrding to the terms of the check or to process this transaction as a check. When we use your check to make an electronic fund transfer, funds may be withdrawn from your account the same day we receive your payment. and you will not receive your check back from your bank. If you do not want your checks to be converted to an electronic fund transfer, please call customer selVice at the phOne number at the top of this billing statement. Transaction Date Transaction Detail Promo. Type/Credit Plan Amount 05118/2006 Previous Balance ................................................................................ $522.88 06117/2006 Billed Finance Charges........................................................................ $10~60 0610512006 Payment Received - Thank You ........................................................... -$16.00 06117/2006 New Balance......... ....... ................. ................................ ............~......... $517.48 ~ . = - = 1;1 !II "'- - == !!!!E 51 - =e Please check: your account number on your Bon-Ton credit card. If there are less than 16 digits, please begin using the new card with a 16 digit account number that you received in November. Please destroy your old card. Thank you. Great online buys are just a click away! Visit WWW.bonton.com to Shop OUr latest sale and PUrchase select Items online. Page 1 of 3 06170022695 16 Please return coupon below with your payment BON.TON ACCOUNT NUMBER NEW BALANCE 2116-0410-0533-5311 $517.48 Customer ServIce (Servlclo al Cliente): 1-800-942-0739 RECOMMENDED MAIL DATE TOTAL MINIMUM PAYMENT DUE 06/29/2006 $16.00 PAYMENT DUE DATE 0711 012006 AV 01 013264 63328S 78 S**5DGT BETTY LOU CHRISTAKOS 620 N BEDFORD ST CARLISLE PA 17013-1915 00211 AMOUNT ENCLOSED $ Please complete using black or blue ink only. Make checks payable to Retail Services. Include your aCCOUnt number on your check or money order. , ",1/ '",'1/ """, "" I"" 1/ /,1"" ,1/,' """" /' ,"1/ '"' RETAIL SERVICES PO BOX 17264 BAl TIMORE MD 21297-1264 /"",",1/" ',1/""/"'/11,1/ 111,',1111,1,,/,11 "" ,,'" "" DDD51748DDDDlbDDOOD211b041D053353110D211b BETTY L CHRISTAKOS . Account Number: 4427 1000 0517 6040 Your Bank of America Visa@ Account New Balance $4,036.22 Past Due Amount $17,000.00 Available Credit $17,000.00 Available Cash $0,00 Billing Date Total Credit Line " Cash Limit ------ Overlimit Amount Minimum Payment Due 24-Hour Customer Service For Lost or Stolen Cards ----------- $111.39 $12,96378 ---~-- $12,96300 07/08/06 $222.50 Payment Due Date 08/02106 1800.732.9194 Pay online! Visit 1.800.848.6090 WWW.bankofamerica.com REF. DESCRIPTION NO. Transactions View recent transactions and pay your bill online at WNW.bankofamerica.com. Finance Charge Summary Corresponding Daily (D) I Monthly (M) Average Daily Minimum (M) I APR Periodic Rate Balance (ADS) Periodic (P) Charge POST. TRANS. DATE DATE ~ Jui03. Jul08 Jul08 LATE PAYMENT FEE PERIODIC FINANCE CHARGE ACCount Summary Previous Balance Purchases Cash Advances Other Debits Credits FINANCE CHARGE Payments New Balance + + + $3,964.76 $0.00 $0,00 $3900 $0.00 $32.46 $0.00 $4,036.22 $111.39 + Past Due Amount '" Purchases Cash 9900% 24.240% 0.02713% D 0.06642%v D $3,988.20 $0.00 ANNUAL PERCENTAGE RATE 9.900% AMOUNT CR=CREDiT $39.00 $32.46 $32.46 P $0.00 P v=Variable Your account is currently past due. Please visit our secure Website WNW.myeasypayment.com to make an instant payment online and avoid additional Late Fees. Bank of America .. Banko' America" Customer Comer Your 2006 Privacy Policy for Consumens is enclosed In this statement. Please read the polley carefully for important updates. If you have other accounts With Bank of America, you may receive more than one copy of the 2006 Privacy Policy. Please note: This year we revised the privacy policy so that if you have one or more Bank of America credtt cards, we may share information with selected third parties. If you do not want us to share your information. wIlhthird. parties, please tell US via secure website www.bankofamerica.com Iprivacy or call toll free at 1,888341,5000. We will not share information with lhind parties for at least 45 days from the date printed on your statement. Please return remit coupon with YOur payment -&- 0007215 0022250 0403622 4427100005176040 BANK OF AMERICA PO BOX 1516 NEWARK NJ 07101-1516 24'7 1 AT .308 07-0a-2330-0DMS-4DO_T'01. 1/. II." 1/1 ..1/1 ,.1/1 /,,1/ 1/1",/1./ / II II .1/.11. "," 1/1 11.,1 / BETTY L CHRISTAKOS UPDDD24'7 620 N BEDFORD ST CARLISLE, PA 17013-1915 11"111".111'1...,1".//.."/11.1",,,1/.1'/,,,/11//,,.1/,..' .: 521.022250':001.,00005.71;01.,0"" Account Number 442710000517 6040 Payment Due~_ 08/02106 Total Minimum Payment Due $222.50 New Balance: $4,036.22 Amount Enclosed Make ~heck or rnom~y order payable to Bank of America.