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Home My WebLink About09-19-06 REV-l500 EX + (6-00) ~'\ . ~.; I ,.~~ .,.;;,~ ;I~ ~~'." '~~'::I'{:'T~' .~(1~~>~'1:~. .- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z w Q w (.) W Q OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 -0 6 0 5 1 6 COuNTYCOOE -~ - - 'NutiBER- - SOCIAL SECURITY NUMBER SHEAFFER DATE OF DEATH (MM-DD-Year) ESTHER A. DATE OF BIRTH (MM-DD-Year) 192-34-6883 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 05/17/2006 07/19/1911 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ~ llli:-CI) oa:llli: w~8 :z: a:..1 o g;co c( 001. Original Return D 4. Limited Estate [X] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copyofTrust) D 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior 10 12-13-82) D 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) NAME ROGER B. IRWIN ESQUIRE FIRM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointiy Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 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) z o ~ .J :) I- ~ <C (.) w a: COMPLETE MAILING ADDRESS 60 WEST POMFRET STREET CARLISLE PA 17013 (1 ) (2) (3) (4) (5) 128,000.00 2,023.35 OFFICIAL USE ONLY .') "") 796,649.05 . ) '. .J (6) , I l j (7) () (8) 926,672.40 (9) (10) 37,991.63 268.74 (11 ) (12) (13) 38,260.37 888,412.03 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 888,412.03 z o i= <C I- :) c. :E o (.) ~ I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 0.00 X _ (15) 0.00 878,412.03 X .045 (16) 39,528.54 0.00 X .12 (17) 0.00 10,000.00 X .15 (18) 1,500.00 (19) 41,028.54 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT iii'fii0iIJI,if!'lsllfSII11\lfJlfIISWIIWlllr.llllJtlllillli11.111.......II.IIII..1IJI11111f%1!;!'/' 'UO!ldop-e JO poolq Aq Jalna4M 'luapaoap a4l4l!M uowwoo U! luaJ-ed auo ls-eall-e s-e4 04M l-enp!^!pU! u-e s-e '~0~6 uO!lOas Japun 'pau!Jap S! 6u!lq!s V '[(E' ~)(-e)9~ ~69 'S'd U] %~~ S! s6u!lq!S S,lU9paoap a4l JO asn a4l JO! JO Ol sJaJsu-eJl JO anl-e^ lau a4l uo pasodw! al-eJ X"Bl a41 '[(~)(-e)9~ ~69 'S'd ~Ll (~' ~)9~ ~69 'S'd ~L U! paloU s-e ldaoxa '%S'V S! sap-e!o!Jauaq l-eau!l s,luapaoap a4l JO asn a4l JOJ JO Ol sJaJsu-eJl JO anl-e^ lau a4l uo pasod,..! al;1941 ,[(~. ~)(-e)9 ~ ~69 's' d ~Ll %0 S! 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AueUad/lSaJalUI 'E 00'0 (~) (~+ 8 + 'r/) SI!paJ~ lelol v9'8GO'~v ( ~) IUnOOS!O .~ sluawAed JO!Jd '8 .!paJ~ AlJa^Od lesnods 'v s.uawAedlSl!paJ~ 'G (6~ aun ~ aB-ed) ana X"Bl .~ :SI!paJ:) pUB SluawABd XB.L f;~OL~ I 'v'd I 31Slll::l'v'8 dlZ 31V1S All:) 3nN3A'v' 38nl::ldS 9L SS3MOOV 133M1S :ssaJ a aldwo slua a::>>a PPV I I :) I P a REV-1p62 EX + (6-98) " .taLJ_ .~ COMMONWEALTH OF PENNSYLVANIA 4 INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SHEAFFER ESTHER A 21 06 0516 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 iointly-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 45 SPRUCE AVENUE, CARLISLE, PENNSYLVANIA SOLD - SETTLEMENT SHEET ATTACHED VALUE AT DATE OF DEATH 128,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 128.000.00 REV-1503 EX + (6-98) .* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN \. RESIDENT DECEDENT ESTATE OF SHEAFFER SCHEDULE B STOCKS & BONDS ESTHER A FILE NUMBER 21 06 0516 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Series EE Savings Bonds - Inventory Attached VALUE AT DATE OF DEATH 2,023.35 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2.023.35 REV-1508 EX + (6-98) .* COMMONWEALTH OF PENNSYLVANIA " INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHEAFFER SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ESTHER A 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. 0516 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. DESCRIPTION Commerce Bank - Savings Account #616184165 M& T Bank - Checking Account #620408 M& T Bank - Checking Account #38233290 M&T Bank - Certificate of Deposit #031003910801248 M& T Bank - Certificate of Deposit #031003910859990 M& T Bank - Certificate of Deposit #031003914205032 Sovereign Bank - Checking Account #2891037243 Orrstown Bank - Checking Account #106000708 Citizens Bank - Certificate of Deposit #6140-722985 Citizens Bank - Certificate of Deposit #6140-756979 Wachovia Bank - Certificate of Deposit #24-741-205-1527033 Cash on Hand Personal Property - Settlement Sheet Attached VALUE AT DATE OF DEATH 34,610.48 121,840.19 45,031.50 70,025.23 66,798.71 107,655.27 86,334.64 58,431.82 109,033.94 41 ,760.98 49,329.56 1,017.23 4,779.50 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 796649.05 REV-1511 EX + (12-99) .W SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA 'I INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHEAFFER FILE NUMBER ESTHER A 21 06 0516 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. 2. FUNERAL EXPENSES: Ewing Brothers Funeral Home Carlisle Memorial Service, Inc., Monument 230.60 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Irwin & McKnight 31,500.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 402.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees Patricia A. Rosendale, CPA 350.00 7. Register of Wills, Filing Fee 30.00 8. Notary Fees 50.00 9. Cumberland Law Journal, Estate Notice 75.00 10. S. W. Barrett Real Estate 300.00 11. Roy D. Gottshall, Appraisal on Personal Property 55.00 12. Roy D. Gottshall, Public Sale Commission 2,560.00 13. Barry's Lawn Service, Lawn Care 320.00 14. Robert E. Fenton, Public Sale (Removal of Debris after Public Sale) 125.00 15. The Sentinel, Estate Notice 137.03 16. Closing Costs on Sale of Real Estate 1,357.00 17. Register of Wills, Additional Probate Fee 300.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 37.991.63 REV-1512 EX + (6-98) ~. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ~OMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHEAFFER ESTHER A. FILE NUMBER 21 06 0516 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. PP&L, Electric VALUE AT DATE OF DEATH 29.24 2. Comcast Cable, Utility 22.96 3. Embarq, Telephone 115.54 4. South Middleton Township, Water/Sewer 101.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 268.74 REV-1513EX+* COMMONWEALTH OF PENNSYLVANIA " INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER I. SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (al (1.2)] 1. Joseph A. Smith 4500 Dunley Ct. Harrisburg, PA 17112-8613 Sandra J. Koplitz 1675 Furnace Road Brogue, PA 17309 1/2 Remainder Plus $10,000 Lineal 1/2 Remainder 2. Lineal 3. Heirs of Lester Kuntz (deceased half brother) H. JoAnn Painter 421 Hillside Road New Cumberland, PA 17070-1863 Deborah McElhaney 3443 Lamberton Road Franklin, PA 16323-7115 John E. Kuntz 480 Old Stage Road Lewisberry, PA 17339-9564 3,333.34 Collateral 3,333.33 4. Collateral 3,333.33 5. Collateral 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. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART IT - 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) " " . LAST WILL AND TESTAMENT I, ESTHER A. SHEAFFER, of South !vfiddleton Township, Cumberland County, Pennsylvania, declare this instrument 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 and not specifically devised herein, 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) $20,000.00 to Lester Kuntz, and (b) All the rest, residue and remainder as follows: 50% to Joseph A. Smith, and if he is not living at the time of my death to his daughter, and 50% to Sandra J. Koplitz, and if she is not living at the time of my death, .. ~ to her children, share and share alike. 4. I nominate and appoint Joseph A. Smith to be the executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and. appoint Sandra J. Koplitz, as substitute .executrix, 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 representative retain the servIces of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I qave hereunto set my hand and seal 8TH day of February, 2001 I .7.... ~ " 1/ t'j;(/ [.c' C j iJ"',a f-r ~;/2/W{/' CL. /JA'~AL) ESTHER A. SHEAFFER Signed, sealed, published and declared by ESTHER A. SHEAFFER, the above named testatrix, 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. dd ) / / e~!'!I1 ;;/ i .. / /K ~ /fJ(!~XJlul 2 , .. ACK~O'VLEDGMENT AND AFFIDAVIT WE, ESTHER A. SHEAFFER, CHERYL L. CLELAND and IVIARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being fITst duly sworn, do hereby declare .to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and 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 sounq mind and under no constraint or undue influence. A f /.;aJI-i~ ~ /J-tlt.i-t- {V /~. . ESTHER A. SHEAFFER CHERY L. CLELAND ~~X~ ]\;IA THA L.~OEL COMMONWEAL TH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by, ESTHER A. SHEAFFER, the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 8TH day of February, 2001. '/~1~ .dc.___ Notary Public (/ - '-- Notarial Seal Roger B. Irwin, Notary Public Call1sl8 Boro. Cumberfand County My Commission expires Oct. 3, 2004 Member, PennsytvanlaAssoclatlon of Notartes I LAW OFFICES A. Settlement Statement . ' u.s. Department of Housing and Urban Development < IRWIN & McKNIGHT OMS No. 2502-0265 (exDires 913012006) ~ B. TYPE OF LOAN WEST POMFRET PROFESSIONAL BUILDING 1. OFHA 2. OFmHA 3. OConv. Unlns. I 4. OVA 5. nConv. Ins. eo WESTPOMFRETSTREET 6. FILE NUMBER T 7. LOAN NUMBER CARLISLE, PENNSYLVANIA 17013-3222 GUNNE8.06 0154512271 (717) 249-2353 8. MORTGAGE INSURANCE CASE NUMBER C. Note: I n. arm . ",mlSlM<110 II'" you . . ..n......n. co.... "'!"'Un.. plllilTo and t y tn' ..........n. ~.m.,. In?,"". I TitleExpress Settlement System It_ __ "(p.o.c.)".... pllfd _1d.1hI elool"l; ~ ... ._ IIerI for lnfonlllltlon PUfllCll" ond .... nolIneludlllIn 11II_'". :'~=;:'~I=:"~_ Iy--'~=..:'~~u~":=n~o~'=~'rna_upon Printed 0910812006 at1356 JMR D. NAME OF BORROWER: EDDIE GUNN, IIIlnd BONIA V. GUNN ADDRESS: 125 E COUNTRYSIDE DRIVE BOILING SPRINGS PA 17007 E. NAME OF SELLER: ESTHER A. SHEAFFER ESTATE ADDRESS: 75 SPRUCE STREET CARLISLE PA 17013 F. NAME OF LENDER: WELLS FARGO BANK, N.A. ADDRESS: G. PROPERTY ADDRESS: 75 SPRUCE STREET. Carlisle, PA 17013 LOTS 2 & 4 BONNY HEIGHTS South Middleton Town.hlD H. SETTLEMENT AGENT: 11M REAL ESTATE SERVICES. LLC, Telephone: 117.249.2353 Fax: 711.249.6354 PLACE OF SETTLEMENT: West Pomfret Professional Blda. 60 West Pomfret Street Carlisle PA 17013 I. SETTLEMENT DATE: 09/0812006 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales orice 128.000.00 401. Contract sales orice 128 000.00 102. Personal Prooertv 402. Personal Prooerlv 103. Settlement chames to borrower (line 1400\ 10231.21 403. 104. 404. 105. 405. Adiustments (or items Dak! by seller in advance Adiustments for items Daid bv seller In advance 107. County taxes 09108106 to 12/31106 100.76 407. County taxes 09108106 to 12/31/08 100.76 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 138.332.03 420. GROSS AMOUNT DUE TO SELLER 128100.76 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deoosit or earnest monev 12.800.00 501. Excess Deooslt (see instructionsl 12800.00 202. Princioal amount of new loans 121.600.00 502. Settlement challles to seller IIIne 1400\ 1.357.00 203. Exlstina loanls) taken subiect to 503. Exlstina loanls) taken sublect to 204. 504. Pavoff of First Morlaaae Loan 205. 505. 206. 506. 207. 507. 208. 508. 209. 509. Adlustments for items unD.ld bY seller Adlustments for items unDaid bv seller 212. School Tax 07101/06 to 09/08/06 262.84 512. School Tax 07/01/06 to 09/08/08 262.84 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYlFOR BORROWER 134 662.84 520. TOTAL REDUCTION AMOUNT DUE SELLER 14419.84 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301 . Gross amount due from borrower mne 1201 138.332.03 601. GIllSS amount due to seller lline 4201 128 100.16 302. Less amaunts oaid bvlfor borrower (line 220\ 134.662.84 602. Less reduction amount due seller {line 520l 14419.84 to 303. CASH FROM BORROWER 3.669.19 603. CASH TO SELLER 113 680.92 US. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: GUNNEB.06 PAGE 2 09 8/2006 13 56 MR TilleExoress Settlement Svstem Printed 10 at : J i L. SETTLEMENT CHARGES PAID FROM PAID FROM I 700. TOTAL.SALES/BROKER'S COMMISSION based on orice $128 000.00 = BORROWER'S SELLER'S ~ision of commission (line 7001 as follows: FUNDS AT FUNDS AT 701. l- to SETTLEMENT SETTLEMENT 70:dt. S to 703. Commission oaid at Settlement aOO.ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Orioination Fee 2.500 %LBA FINANCIAL GROUP. LLC 3.040.00 802. Loan Discount % I 803. AODraisal Fee to KOPPEN HAVER lP.0.C.l400.00 Buver LR 804. Credit Reoort to LBA FINANCIAL GROUP, LLC 60.00 805. Lenders Insoection Fee 806. Mortaaae ADDlication Fee 807. Processina Fee to LBA FINANCIAL GROUP LLC 695.00 ~NDERWRITING REVIEW to WELLS FARGO BANK. N.A. LR 695.00 809. Flood Life of Loan to WFFS LR 19.00 810. Tax Service Fee to WFRETS LR 100.00 811, ADoraisal review to RELS LR 200.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 09fOaf2006 to 10/01/2006 (d)$ 32.0700 Idav 23 Davs LR 737.61 902. Mortaaoe Insurance Premium for to 903. Hazard Insurance Premium for 1 YEAR to LAUER.MANN INSURANCE AGENCY 569.00 904 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. (d) S 47.42 Imo 1002. Mortaaoe Insurance mo.@$ Imo 1003. Citv Procertv Tax. mo. /ii) S Imo 1004. County ProDerty Tax mo.@$ 26.65 Imo 1005. School Tax mo./ii) $ 115.87 Imo 1009. Aaareoate Analvsis Adlustment 0.00 0.00 1100. TITLE CHARGES 1101. Settlement or closina fee 1102. Abstract or title search 1103. Tille examination 1104. Tille insurance ~inder 1105. Document PreDaration 1106. Notarv Fees . to NOTARY PUBLIC 30.00 1107. Attomev's fees (Includes above items No: ) 1108. Title Insurance to STGCn&MREAL ESTATE 998.75 (includes above items No: , 1109. Lenders Policv 121 600.00 . 1110. Owners POliCY 128000.00 .998.75 1111. End 100 End300 End 710 Endto STGC/I&MREAL ESTATE 200.00 1112. 1113. ClosinaSvcLtr to STGC/I&MREAL ESTATE 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. RecOrdi~O Fees Deed S 40.50 . Mortaaae S 82.50 . Release $ 123.00 1202. City/County tax/stamos Deed $1.280.00 . Mortoaae $ 1 280.00 1203. State Tax/stamos Deed S1.280.00 . Mortaaae S 1 280.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survev 1302. Pesllnsoection 1303. overniaht & e mail to I&M REAL ESTATE SERVICES LLC 48.50 1304. wire fee to orrstown bank 10.00 1305. FINAL WATER/SEWER to SMTMA 77.00 1306. 2006 SCHOOL TAXES to JUDY CAMPBELL TAX COLLECTOR 1.39U1 1307. 1308. 1.wO. TOTAL SETTLEMENT CHARGES fenter on lines 103 Section J and 502 Section I() 10.231.27 1.357.00 HUD CERTIFICATION OF Bu-n:R ....0 Sf.~LER , hov' ".,.rully rwt_.d tho HUD.1 Settlomont St,_1It .nd to tho boot of my knowledge .nd bollot, It II . true Ind Iccur"", ltat_.nt of .11 rocllplt ond dlobu<o_nlO mode on my I""aunt or b In thlt Ir....c:tlon. l!utt_ "er1lfy thol I .........._ I """" of tho HUD-1 Strttl.....nt ~monL ~Di~p~ fi ~ GUNIA Y. (jUNN ESTlfER A.. SHEAFFER ESTATe J:.Mf:;J( rlJl/il.. JI{I\ WARIIItG: IT 18 A CRIM! TO KN01MNGL Y MAKE FAL.!IE STATEMENTS TO THE UMnm STATES ON TKtS OR Nff SIMII.Nt FORM. PENAL TES UPON CONVICTION CAMIMCLUOE" FINE AND IMPRISONMENT. FOR DETAILS SEE TITI.E 1': U.S. CODE RCllON 1001 NlD SECllON 1010. ~~U~~::'::~i'~:~~"::':.:~~ Ib~~~':~ ~~~ ::t:I' I~=::'III" trlnsaetfO By: ~~ (3 4-- 1,4-ft. CAll: . · =o~ "'c.n)> ~tY~~ 0'000 o='='=' =,0.0.0. 0. ul cP' cP' ~~~~ ~ (f) (f) 111' (/)(1)(1)..... (") ~. ~, ~ 1))(1)(1)(1) ~ (/) (/) 0. (1)C;C;~ 0..........0. 5" I'THT'I =' ornrng... m~~(1)U )(~~a' g. _' _' 2, cr I))~~~g t6 ~ ~ -' 0. (1) 0. 0. ;?. ~ 0. _' _' (1) ~ _='='<O(/) ~oo(/)_O ......... I)) ~ ~s. ~ :J:,(1)$ (1) :J:,...........O' g~~~5" =' c -.:; , p.~<og. g....~='~ _to o.~ cP' <g ~ cP' ~ tY o.zo (1) ~ ~. 0 =' _..... .... - 0. c5 0. 9...::. ~ "03a~1)) ~.~ (1) rn (/) o (/):::-: tn (1) C' I)) \0 )( o.(1)V3a'o oO)',co::r =' )(. 3 _ I)) l))(1)g~~\ o.~g-o(1), S.3,Q)0. (1) _.-.:;- -0='30 "0 -$ ..... ~. :% --"\ ~ ~ ~c(1)-=' (/)~ -<" 0" -'- _~-o.:J:, ::r _(1) zC' (1)~~-g ~-o~,o. ~gcg (1)....='=' o.~~o. ~gg~ (1) =,(1) (/) '{)o.C'z ::rQ) 0 0 1)).:2. =' - =' 0...::. <0 (1) -' (1) (1)0.(/)- 0. C c.n tY o (1) 0. s...::. (1) S. 0' (1) ~ (1):)~- (/)(/) (/) oc -(1) 0.0. "'0 ~ a> ~ 9.. ~ ~ (1) ~ 0- ~~ (l)i'!\ ;<6" ~-o~ ." '5' ~ :;"2"0 o 0 0 0 !..~ Q) ~~~~O;O? tgtgtg~~~Q) ~~~~(I)~$( ~~~S> ~..~ ~O' (J' '8 o cT. ~ ~0>t'V~? 'l? :J 0- Cfl. -\ 9.- ~ Cfl. fJ) mmrnrn(1) m m rn m i' ell o (l) ~ ~(]I(]I~O ggg(]l3 (') 0 0 ~ *^ 0) (]I (]I ..... V' ~~~~~ o ~ ~ 0) 0)' 0>Ooto- ~<o~(Jl~ m\\\\\\llri~ (1) ~ 0000 0>0>0>0>0Ui' ::;::;::;::;~eIl <.O<.O<.Oco~C 0)0)0)0)",(1) ~~.;:..S> "'0 ~ Kl Kl $ n' ~~~~(l) 'o'o'o(]l 0000 S' ;- ~~~~; ~~~~CI) ~'o'o(,)"" 000(11 c:::. $\>> ~O)O)~';: -.1 0) 0) N<.O ';:. Kl~~ ", '" '0 '0 '~ 000(11 "'0 ~ ~i ~ ~ 0>0>0>0>" '.;:.. '..s> '..s> ".> ~ 0)0)0)0')(1) cF-cF-cF-cF- (11(1I(1I(1I~ ~~~~!. ooooa. #cF-## - ~ ;- $~ ~(l) -~ ~ 0> (11 a> (11 0000 <.0 <.0 <.0 co Nf3t\3t\3 0000 0000 0)0)0)0') c:::. !.. $c t\>(1) -% ~ (11 \ \ s ~~ ~. ~ ~O - """ ~< <.'OJ;] ~(t) 0"0 -2.0 ~ ~ fo .. Commerce ~Bank July 29, 2006 ~~~fi:UW~~ AUG - 1 2006 Law Offices Irwin & McKnight West Ponfret Professional Building 60 W Pomfret St Carlisle, PA 17013-3222 !R\VIN & iYlcK1'IIGHT RE: Estate of: Esther A Sheaffer Social Security #: 192-34-6883 Date of Death: May 17, 2006 Dear Sirs: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Savings Account #: 616184165 Date Opened: 1/10/01 Primary Owner: Esther A Sheaffer Power of Attorney: Joseph A Smith Date of Death Balance: $34,621.60 Accrued Interest: $11.12 Principal Balance: $34,610.48 If there are any questions or additional information that is needed, please feel free to contact me at (717) 412- 6130. Sincerely, ~ q T0cn~ Wanda J Morris Senior elF Specialist Commerce Bank / Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com . ... m1 M&rBank ~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE.MB-12 Phone (888) 502-4349 Fax (302) 934-2955 June 13,2006 Law Offices Irwin & McKnight 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 ~~t@:r~lt~ ,-' ~~N 1 5 2006 Re: Estate of Esther A Sheaffer Social Securitv: 192-34-6883 Date of Death: Mav 17, 2006 IR\VIN & l'v'1c}(...l'nGHT Dear Sir or Madam: Per your inquiry dated June 7, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 620408 , Own.ership (Names of) Esther A Sheaffer * 'Opening Date 07/03/84 Balance on Date of Death $121,840.19 Accrued Interest $ 0.00 Total $121,840.19 2. Type of Account Checking Account Account Number 38233290 Ownership (Names of) Esther A Sheaffer * Opening Date 09116/98 Balance on Date of Death $45,029.41 Accrued Interest $ 2.09 Total $45,031.50 · ' '3. Type of Account Certificate of Deposit ~ Account Number 031003910801248 Ownership (Names oj) Esther A Sheaffer * Opening Date 04/19/00 Balance on Date of Death $69,800.00 Accrued Interest $ 225.23 Total $70,025.23 4. Type of Account Certificate of Deposit Account Number 031003910859990 Ownership (Names oj) Esther A Sheaffer * Opening Date 05/31/00 Bcilance on Date of Death $65,000.00 Accrued Interest $ 1,798.7/ Total $66,798.7/ 5. Type of Account Certificate of Deposit Account Number 031003914205032 Ownership (Names oj) Esther A Sheaffer * Opening Date 01/29/03 Balance on Date of Death $107,469.62 $ 185.65 Accrued Interest Total $107,655.27 Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Spring Garden Office # 717-240-4525. Sincerely, ~~?Y~ Nancy Clagett Records Management SEP 14 2006 9:23AM HP LASERJET 3200 f'. 1 .. . , " ~ September 14, 2006 TO: Law Offices of Irwin & McKnight 60 West Pomfret Carlisle, PA 17013-3222 FROM: Todd L. Miller Cust Service Supervisor P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF: Esther A. Sheaffer DATE OF DEATH: May 17, 2006 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAl & ACCRUED INTEREST 106000708 Esther A. Sheaffer 02/17199 $58,431.18 $0.64 . . -.... Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Esther A Sheaffer 192-34-6883 May 17,2006 Account #: 2891037243 Type: In the name of: Esther A Sheaffer Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: . Checking Open date: 5/24/1996 $86,334.64 4/18/2006 $3.42 $14.31 Page 1 of 1 . . ,. ,..,. a Citizens Bank Account Number 6140-722985 Account Title ESTHER A SHEAFFER Date Opened 2/4/1998 Account Type Time Deposits Principal Balance as ofDOD $108,869.83 Interest from Last Posting to DOD $164.11 Account Balance as ofDOD $109,033.94 YTD Interest to DOD $1,263.41 . . ' II " a Citizens Bank Account Number 6140-756979 Account Title ESTHER A SHEAFFER Date Opened 2/7/2000 Account Type Time Deposits Principal Balance as ofDOD $41,717.61 Interest from Last Posting to DOD $43.3 7 Account Balance as ofDOD $41,760.98 YTD Interest to DOD $595.42 ~II WACHOVIA Wachovia Bank, N.A. P.O. Box 44243 Jacksonville, FL 32231-4243 007738 04/14/2006 ESTHER A SHEAFFER 75 SPRUCE AVE CARLISLE PA 17013 Automatic Renewal Notice DETAIL INFORMATION Open Date: 05/16/01 Maturity Date: 05/16/06 Maturity Va1ue*: $ 49,329.56 Thank you for your business. Your Time Deposit Account # 24-741-205-1527033 matures on 05/16/06. This account win automatically renew for 12 months unless you change the term, add to, or redeem your account by OS/23/06. Interest after 05/16/06 will be earned if the funds are renewed or reinvested in any Wachovia account. The maturity date for the renewed account will be 05/16/07 and the rate will be based on a minimum balance requirement of$ 10,000.00. The account earns daily compounded interest paid every 12 rfonths. The renewal interest rate and annual percentage yield will be available on or after 05/17/06 and can be obtaineci by visiting your nearest Wachovia Financial Center or by calling 800-Wachovia (800-922-4684). We welcome the opportunity to further discuss your investment needs. *Maturity value may not include recent activity. Wachovia Bank, N.A Wachovia Bank of Delaware, N.A. are Members FDIC. Date ~/~Ct/a6 Auctioneer Clerk Cashier Other PROCEEDS OF SALE: Cas h . __ __ _ _ _ ___ _ _ ___ _ ___ _ _ ____ ____ _ __ ___ __ _ _ ____n_ $ -'/;).1~,OO\ 4'15~,!{J~ Lj5. 66 )C-. Other f),tb&nd;~ ~h_;sL~-:::?r:::::::::::::-~:::::::::::: ~ ~ Miscellaneous (see attached list) lj ]7-1. 11K TOTAL PROCEEDS OF SALE ___mm____m______ $ LESS SELLER'S SALE EXPENSE: Auctioneer's Fee :2%--~Jr------------------------------------------- $ . J39, 00 Other Seller's Expenses Advanced by Auctioneer: ~()5id e. a~/t - ~ '0 · ab'Jc>C/ fit -d.~ ~1 jj /~f- - J l t;t) _ f oe u'-.. (3-;1rh -I;/.t.() ~r/~LJnn~ (y) ACkt;rL ..s e fY\prrf::, Cfs.,Cf) X qSLJoX , \3q~,oo >< )(XJ,t() r , L/JJ. (]O . Miscellaneous (see attached list) _____________u______________________________. i-! Rea I 5-/:r;.fp CO /1'\1l')~AUCTTOT AL SELLER'S SALE EXPENSE __..;__m__n__mm $ '/;1.9 J. .00 '\ at ?d. 1rJt' TOTAL NET PROCEEDS TO SELLER __m____m__m______________ $ 1 Cf6t fj::) I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goods, merchandise, and/or property sold. and for delivery of title to the purchaser. (Date) (Seller's Signature) Auctioneer or Cashier's Signature (Seller's Signature) Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955