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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
COMMONWEALlli OF PENNSYLVANIA
DEPARThlENT OF REVENUE
DEPT.21lO601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gleim, Jean E
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DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
186-24-8246
00938
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1. Original Return
D 2. Supplemental Return
D
D
D
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
1.. 1-.
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
D 4. Limited Estate
~
D
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
AME
th !Z Stephen L. Bloom
~ l!l IRM NAME (If applicable)
lli:z
8 ~ Stephen L. Bloom, Esquire
ELEPHONE NUMBER
717/249-7717
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o 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)
10/07/2005
02/28/1932
COMPLETE MAILING ADDRESS
2100 Longs Gap Road
Carlisle, P A 17013
(1 ) 70,000.00
(2) None
(3) None
(4) None
(5) 28,754.64
(6) None
(7) None
CFFjCjAL USE ONLY
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(IF APPUCABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
(8)
(9)
(10)
9,934.10
74,376.77
12. Net Value of Estate (Line 8 minus Line 11)
(11 )
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(13)
(14)
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2) -----~-------_.._._-
z 14,443.77 x .045 (16)
0 16.Amount of Line 14 taxable at lineal rate
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II. 17.Amount of Line 14 taxable at sibling rate x .12
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19. Tax Due (19)
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Form REV-1500 EX (Rev. 6-00)
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98,754.64
84,310.87
14,443.77
14,443.77
649.97
649.97
Decedent's Complete Address:
STREET ADDRESS
10 Willow Grove Road
CITY
Carlisle
STATE PA
ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
649.97
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 649.97
(5A)
(58) 649.97
Make Check Payable to: REGISTER OF WILLS, AGENT
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 of the property transferred;.................................................................................. ~ ~
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.... .................................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................................................................................................... 0 ~
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 penelties of pe~ury, I declare that I have examined this return, 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Pa cia L. Finkenbinder
DATE
22 Locust Lane
Plainfield, P A 17081
9/%!Ob
DATE
9/:;,(;/06
ADDRESS
616 N. Middle Road
Newville, PA 17241
ADDRESS
DATE
21 00 Lon~s G@ Road
Carlisle, ITA 17013
Cf /;1.6/06
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 exemDt 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 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 of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. S9116 (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. S9116
1.2) [72 P.S. S9116 (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. S9116 (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.
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REnJRN
RESIDENT DECEDENT
ESTATE OF Gleim, Jean E ______ ------~-l FIL~~::-~--
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 wimng 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.
-~-~--~r-----
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
70,000.00
10 Willow Grove Road, North Middleton Township, Cumberland County, PA (actual sale price per
Public Auction - Terms of Sale and HUD-I Settlement Statement attached)
TOTAL (Also enter on Line 1, Recapitulation)
70,000.00
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALlli OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GI. J E
elm, ean
I FILE NUMBER -
. ___ 21 - 05 - 00938
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
1
DESCRIPTION
VALUE AT DATE OF
DEATH
4,641.25
Personal Property of Decedent (copy of Final Settlement statement from Public Sale attached)
2
Proceeds pending from group settlement of civil lawsuit to which Decedent was a party (copy of redacted
Confidential Settlement Distribution Statement and Power of Attorney attached)
22,742.74
3
M&T Bank - Checking Account #2671074959 - Date of Death Balance
1,343.95
4
Allstate Insurance Premium Refund
26.70
TOTAL (Also enter on Line 5, Recapitulation)
28,754.64
*'
SCH3JU..E H
Fl.N:RAI.. EXPENSES &
AlMNSTRAllVECOSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gleim, Jean E
ITEM
NUMBER
A.
B.
7.
I
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1
FUNERAL EXPENSES:
Auer Funeral Home and Cremation Services, Inc.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
2.
Street Address
City State _ Zip
Year(s) Commission paid
Attorney's Fees Stephen L. Bloom, Attorney and Counsellor at Law
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Cumberland County Register of Wills
Probate Fees
5.
Accountant's Fees
6. Tax Return Preparer's Fees
Other Administrative Costs
The Sentinel- Publication of Legal Notices
2
Cumberland Law Journal - PublIcatIOn of Legal NotIces
Total of Continuation Schedule(s)
I
I FILE NUMBER
~_-2!_- 05 __00938
AMOUNT
TOTAL (Also enter on line 9, Recapitulation)
855.00
6,000.00
257.00
173.15
75.00
2,573.95
9,934.10
'*
SchedUe H
FlI1eraI Expen s e s &
Am Ii isbaiwCostsCCl1lRJed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gleim, Jean E
I FILE NUMBER
21 - 05 - 00938
3
Kevin Wickard, Auctioneer - Fees/Commissions/Sale Expenses
4
Cumberland County Recorder of Deeds - Realty Transfer Tax
1,873.95
700.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE I
__~~~I_~~S, & LlENS__~__________
I FILE NUMBER
21 - 05 - 00938
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GI' J E
eun, ean
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
M&T Bank - Mortgage #000000001091175
16,978.62
2
M&T Bank - Mortgage #10074696520001
55,447.70
3
Cumberland CountylNorth Middleton Township Real Estate Taxes (297.89 paid less 205.67 proration
credit = 92.22)
92.22
4
Carlisle Area School District Real Estate Taxes (1594.92 paid less 208.07 proration credit = 1,386.85)
1,386.85
5
Suburban Energy Services - Service to Decedent's residence
447.66
6
Comcast - Final Cable Invoice
23.72
TOTAL (Also enter on Line 10, Recapitulation)
74,376.77
REV-11i13 EX+ (I-GO) *'
COMMONWEALTH OF PENNSYLVANIA' 1_
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
~._----
I FILE NUMBER
21 - 05 - 00938
I RELATIONSHIP TO I
N~ME AND ADDRESS OF PERSON(S) RECEI~ING ~~~ER~___+-_ On ~~:~;,~~) l_~:~~~~T~~~ARE
TAXABLE DISTRIBUTIONS (include outright spousal distributions) I I
Patricia L. Finkenbinder I Daughter ! 1/3 of Residuary
22 Locust Lane
Plainfield, P A 17081
ESTATE OF
Gleim, Jean E
NUMBER
I.
2
Teresa A. Dzara
616 N. Middle Road
Newville, P A 17241
Daughter
1/3 of Residuary
3
Mark L. Gleim
721 N. Middleton Road
Carlisle, P A 17013
SOI'l
113 &Red:v,
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
F:IFUBIIDATAFJU;'\WIIa\I22A.wn.
LAST WILl, AND TEST AMENT
I, JEAN E. GLEIM, of North Middleton Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
I.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
I give my real property situate at 30 Willow Grove Road. North Middleton Township,
Cumberland County, Pennsylvania, unto my son, MARK L. GLEIM.
3.
I give my real property situate at 10 Willow Grove Road. North Middleton Township,
Cumberland County, Pennsylvania, in equal shares. unto my daughters, PATRICIA L.
FINKENBINDER and TERESA A. DZARA, as joint tenants in common.
4.
I give myoid cradle (which was used by Patricia for her first child) unto my daughter,
PATRICIA L. FINKENBINDER.
5.
I give one of my two old trunks each to my son, MARK L. GLEIM. and my daughter,
TERESA Z. DZARA, as they shall decide between them.
6.
I give. devise and bequeath all the rest. residue and remainder of my estate, both real and
personal property, in equal shares, unto my children, PATRICIA L. FINKENBINDER, TERESA
~ E ~
lE.G.
Page 1 of 3 Pages
rru T1\.T'TV A~ rr TJ.A"OCDr A ""Tn
\
A. DZARA and MARK L. GLEIM, absolutely.
7.
I nominate, constitute and appoint my said children, PATRICIA L. FINKENBINDER,
TERESA A. DZARA and MARK L. GLEIM, as Executors of my estate.
8.
I direct that my Executors shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
9.
I authorize and empower my personal representatives, in their sole and absolute discretion.
to purchase or otherwise acquire and retain any investments of which I die seized or any real or
personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or
grant options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative considers desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal this r;;l.~~ day of
cr~ ' 19'6
~.n f ~/.:
J n E. Gleim
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names a . esses thereto' e presence of the said Testatrix and of each other.
Qd-;;&.- C f:k,~~
Page 2 of 3 Pages
COMMONWEAL TH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Jean E. Gleim. Testatrix. whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
~..-. t h/.,' ~
Jean . Gleim
Sworn or affirmed to and acknowledged before me by Jean E. Gleim, the Testatrix. this
cflG,.j(. daYOf~. 1995
L N;..,!'" :';"31
C'..cmne L r,:"r.'>. r'JO!::1rv Public
(:"1",.....:.) ;;'"',/.''''' ("; '-1-., ~'-rjJf'(" r-")lI~"I"",1
" '. , ,",.'~ -.,'..'. '. '~ I I I...j' ,_' '~r
M".':'" ': ""3'~1',:~: ,)05
Memool, Pennsyiv@ ~~ As;;o;:;aiion Ii Nv;alld~
(i -Ll/vz-~.u D(. ~
Notary Public
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, .s ~ +r A. Fr c r:J ~ CAM. d. Ph '/ I ) J:S E. b ecJ, en.t:..-
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw lean E. Gleim, the Testatrix, sign
and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix
executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the
hearing and sight of the Testatrix, signed the WiD as witnesses; and that to the best of our knowledge
the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence. . ~ ~ .
~ddress /P C#V ~~~ .sr-
&J"'//5/~ ~ /7~/.3
o~c~
Addre. ~ --: - -'A'1~"'7
Sworn or affinned to and subscribed before me this;lIP .J4-daY of ~ . 199!i
C~~~~:~Tfy~J C~~b~ c-J(. ~/~
Men lbe(, PeonsYIVD/1la Associanon ot NO~
Page 3 of 3 Pages
TERMS OF SALE
The Estate of Jean E. Gleim (hereinafter called "Seller"), offers at public sale the real estate
described in Schedule "A" on the terms and conditions hereinafter set forth:
1. Ten percent (10%) of the price at which the same is sold shall be paid immediately
following the sale, and the balance of said purchase price shall be paid on the date of final settlement.
The entire purchase price shall be paid in cash, cashiers check or other check acceptable to Seller at
the times provided.
2. Final settlement of the transaction shall be made at the office of Stephen 1. Bloom,
Attorney and Counsellor at Law, 2100 Longs Gap Road, Carlisle, Pennsylvania, no later than thirty
(30) days from the date hereof, at which time of final settlement a Deed will be tendered to the
Purchaser containing a special warranty clause conveying a good and marketable title in fee simple,
free and clear of all liens and encumbrances except easements or building and use restrictions visible
on the ground or of prior record.
3. All real estate taxes for the current year shall be prorated between the parties to the
date of final settlement.
4. Pennsylvania realty transfer tax and local transfer tax shall be paid one-half by Seller
and one-half by Purchaser, Seller's share not to exceed one percent of the purchase price.
5. Seller assumes the risk ofloss by fire or other casualty until transfer oflegal title and
agrees that the premises shall remain in substantially the present condition until the date of final
settlement, reasonable wear and tear excepted.
6. Should the Purchaser fail to make settlement as provided herein, the amount paid
down as hand money may be retained by Seller as liquidated damages.
7. Seller assumes no obligation for any inspection or survey of the premises and in the
event any inspection or survey is required, the same shall be performed at the sole expense of
Purchaser. Purchaser accepts the premises in "as is" condition.
8. Time shall be of the essence of this agreement.
9. Seller reserves the right to reject any or all bids.
EXECUTED this 25th day of March, 2006.
E.~ s. Ie of Jean R G~ Seller
/;mL/I'tL(~ h~~~
,/ By: Patricia L. Finkenbinder, Executrix
~<~~,-
By: Teresa A. D ExecutriX-
AND NOW, this 25th day of March, 2006, the undersigned do(es) hereby acknowledge to
have become the Purchaser( s) of the aforesaid premises and agree( s) to be legally bound by the terms
hereof. The purchase price for the same is:
~ V6Nl(" tHf:Xf"At0t\ p...ID 00/100
DolIars($ 70/000, 00 ),
.
ten percent (10%) of which is paid down thi~ date. :
:;( ~ \..7 ~
printed n~, e~ 2 0- J-., L, -Z lQO k
'~- \~ Y L L~-1----
printed'name: A0'1e..lC\ tv', -Zook
Purchaser( s)
March 25, 2006, receipt is acknowledged of Purchaser( s)' s check for ten percent (10%) of the
purchase price above set forth.
,-
By: Patricia L. Finkenbinder, Executrix
2t~~ ~~,~
By: Teresa A. Dzara, xecutrix
Title to be in the name of:
2o.ch4- L. 7 ~ok ti\r--v\
A (\~ e.. \C\. N. Zr.Jok l \...(. + W
of:
I I Be II LA \ rL A v e
(number & street)
{C\rl,"sle/ UJA (IOl:S
(city, state & zip code)
:2;)6 - <67q~
(telephone number)
Attorney for Purchaser( s):
-r/ L J d
, ,
C:\Office . Eltate Adminiltration18224.Jtenns. I.doc
SCHEDULE "A"
ALL THA T CERTAIN tract ofland, with the improvements thereon erected,
situate in North Middleton Township, Cumberland County, Pennsylvania, more
particularly bounded and described as follows:
BEGINNING at a stone, it being 3 perches and 2 feet from a comer white oak
tree; thence by land now or formerly of Samuel Grissinger, North 78~ degrees West
17 perches to a stone; thence Southwest 9.5 perches to a stone by land now or
formerly of Solomon Snyder; thence by the same land Southeast 18 perches to the
place of BEGINNING.
CONTAINING 0.5 Acre.
BEING the same premises which Forrest M. Gleim and Mary R. Gleim, by their deed
dated January 28, 1966, and recorded in the Office of the Recorder of Deeds in and for
Cumberland County in Deed Book "W", Volume 21, Page 441, granted and conveyed unto
Hoke F. Gleim and Jean E. Gleim. The said Hoke F. Gleim having died October 5, 1994,
title vested entirely in the said Jean E. Gleim.
- ----- - ------------ ...-... ~-.. -.u--...... ..."'..
6. FILE NUMBER: 17. LOAN NUMBER:
SETTlEMENT STATEMENT Z00K10569.1 12306102
8. MORTGAGE INS CASE NUMBER:
C. NOTE: TlUIIomI is fr.ttrDhed to g/tIe )Vel 8 .. . ..rr nJetlt of acIJJaI settlement c:osD. Amofns peid to end by the ..."'mut .,., ant shown.
Items mstIed 'fPOCr"... peid ouIside the cIosiJv.lhey .. shorrn hete lor ..,....l1li Pf/IPt1ff1N end .. nottrlctud.ct i'lthe .....
1.0 31118 /ZDOK1CllIlIlI.11ZDOk10518.1118}
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Zachaty L ZOOk and EstaIe of Jean E. Glen ~ F'manc:iaI Mortgage
Angela M. Zoo/( 10 wiIow Grove Road ADO leesport Bank
11 BelIair& Avenue Carlisle, PA 17013 1767 Sentry Parkway W, SuiIe 220
CartlSle, PA 17013 Blue Bel, PA 19422
G. PROPERTY LOCATION: H. SETn.EMENT AGENT: 25-1851818 I. SETTlEMENT DATE:
10 Willow Grove Road Stephen L Bloom, AIIomey and Counselor at Law
CaIfisIe (North Middleton Township) April 24, 2006
Cumberland County PlACE OF SElTLEMENT
Pennsylvania 2100 Longs Gap Road
Carlisle, PA 17013
J. SUMMARY OF 8ORROVt'ER'S TRANSACTION K. SUMMARY OF SEUER'S 'TRANSACTf(jj\j
100. GROSS AIIOUNT DUE FROM BORROVIIEf\.. 400. GROSS AMOUNT DUE TO SELlER:
101. ConInIcI Sales Price 70.000.00 401. ConIra:I Sales Price 70,000.00
102. PeI80naI Property 402.. Personal PRID8rlv
103. Selllehlei1t to Borrow8r (Line 1400\ 2,919.90 403.
104. 404.
105. 405.
For IIIIms PeItJ Bv SeIIIr i'I aIwnoe For Items Paid BtI SeBw in 8dvanc:e
106. T_ 04I2.w& ID 01.4J1,w 205.67 406. T 8llI8S 0412... to 01A)1m 205.67
107. Sc:hooI Taxes 04l24I06 10 07A)1. 208.07 407. Sc::hooI T8llI8S 04I2.w& 10 07A)1. 208.07
108. .A IS ! II ilon'lls 10 408. ..AT r I ..... to
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FRaIl BORROWER 73,333.64 420. GROSS AMOUNT DUE ro SEllER 70,413.74
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 580. REDUCTIONS IN AIIOUNT DUE TO SELLER:
201. D8DiiSi or earnest monev 7,000.00 501. &ceu See 1nsIrucIions\
202. PrlndDaI Amount of New Loanis) 66.500.00 502. SeIIIemel. 10 SeIer IIiIB 14(0) 3,114.81
203. . . s) taken subi8d to 503. s\1aken suIIi8cif 10
204. 504. PayaIf of first t.Iodgage to M&T BanI#100-7.4696520 55,447.70
205. 505. PavoIf of second 10 M&T Bank/I(lo.'llODOO1.... 16,978.62
206. 506.
207. 507. lOeoositdisb. as
208. 508.
209. 509.
For IIems s.Ier For Items SeItr
210. Taxes to 510. T 8llI8S to
211. Sc:hooI Taxes 10 511. Sc::hooI T8llI8S to
212. ASlBllmenl$ to 512. 4 .1aI. to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. roTA!. PAID BY/FOR BORROWER 73,500.00 520. roTAL. REDUCTION AMOUNT DUE SELLER 75,541.13
300. CASH AT SET1LEIIIENT FROIlVTO BORROWER: 800. CASH AT SETTlEIIENT TOIFROII SB.LER:
301. Gross Amount Due From BomMer lLme 120\ 73,333.64 601. Gross Amount Due To SeIer fline----..zoT 70,413.74
302. Less Amowlt Paid BvlFor BomMer (Line 220) ( 73,500.00 602. Less Reductions Due SeIer (line 520) ( 75,541.13;
303. CASH ( FROM) ( X ro) BORROWER 166.36 603. CASH ( ro) ( X FROM) satER 5,127.39
The undersigned henIby acIa~ Iec:eipt of a completed CGpJ of pages 1&2 of this sial! 1-.11 & any alac:twne..olllfem!d 10 herein.
I HAVE CAREF\JU.Y REVIEWED THE HUD-1 SET11.EMEHT STATEMENT N<<J TO THE BEST OF MY KNOWlEDGE N<<J BElIEF, rr IS A TRUE AND
ACCURATE STATEMENT OF All RECEIPTS AHIJ 0IS8URSEMENTs MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY
_TI HAVEAECEIVEO~~' SETn.a1ENTSTA1&1ENT.
-;Z~~ 7. -~~
~~'& ~'L.',,~..,;
=:''':.:'e~~_ST~~~'!'~~~'''_~~_~TEACCOUfTOF1HE
/ ..... 2
/' L SETTLEllENT CHARGES
#AL C~ION &a.ed;0II Price S .. 0.??oo'" 500.00 , PAl) FRaIl PAlO FRaIl
./ 0itMi0n of Cu.,.,....... _ FoIItwItc 1 1IClRROWER& SEU.ER'S
.101. $ 500.00 10 Kevin Wic:kaId, Auctioneer RJNDS AT FUNOSAT
/ 702.$ 10 SETTlEIIENT SETTI..EMENT
703. Paid at SetIIemenI 500.00
704. 10
8OO.1TE11S PAYABLE at CClNUEGTION WI1H LOAN
801. Loan Fee 0.??oo '" 10
802. Loan Discount '" to
803. Fee to IJMnified Appra1sa15enric8s $300.00 POC
804. end Report to EquiD $16JI6 POC
805. AdmlnIsIr8tion Fee Io~ ADO leesport Bank 300.00
806. Flood ~Fee to Fnt AnBican Flood $16.00 POC
807. AppIicaIion Fee 10 Philadelphia FIfl8ndaIIbtgage ADO Leesport Bank $17.94 POC
808.
809.
810.
811.
9OO.1TE11S REQUIRED BY LENDER 10 SEPAl) at ADVANCE
901. I.... From 041244)6 10 OM)1JOe u. $ 10.852430hi8V ( 7 days 5.8750%) 75.97
902. Inannce Premium for .1iiOIiBiS to
903. Hazard InsUl'8ftCe PremIum for 1.0 -s. toErle 5325.00 POC
904.
905.
1000. RESERVES DEPOSnED WITH LENDER
1001. Hazard Insurance 4.000 months $ Xl.08 oer month 108.32
1002. 111lMAIlC8 2.000 months $ 43.23 oer month 86.46
1003. . Taxes 5.000 monIhs $ 24.82 118I' month 124.10
1004. School T_ 12.000 monIhs $ 93.07 oer month 1,116.84
1005. AII'9Wments rnonIhs 0 $ per monIh
1006. months .. S 118I' month
1007. months .. S 118I' monIh
1008. Esaow monIhs 8 S 118I' monIh --'163.85
1100. TITLE CHARGES
1101. SetIIement or CIosinn Fee to
1102. Abstract or Tille Sean:h 10
1103. Tille Ex8mNlinn 10
1104. 1ltIe Instnnce Binder to
1105. Document to
1106. Notafy Fees to StBatienL Bloom. ~ and Counsellor at Law 39.00 15.00
1107. AItomey's Fees 10 Stephen L Bloom, NfDrrrtrt and Counselor at law SeIer POC
tincIude8 aboweilem IJUIIfbets: J
1108. Tille to I -- TIlle Insurance Lender Ran'd n5%\ 509.06
(Includes abowe /Ism 1UAIlefs.1101-1 'iCii 1107 J
1109. lAtnde(s CoII'erage $ 66.500.00
1110. S 70,000.00
1111. InsurBd ClosIng Service Lelter to Lawyers TIle InIuntnce CoIporaIio.l Lender Req'd 35.00
1112. EndorsemenIs 100, 300, 900 10 l..awyers TIlle Insurance CoIporation Lender Req'd 150.00
1113.
1200. ~ RECORDING AND TRANSFER CHARGES
1201. Recordftg Fees: Deed $ 38.50; $ 66.50; Releases $ 105.00
1202. To : R88lv T......... Tax 7OO.00'~ Share 700.00
1203. Stale To : ReaI.v Transfer Tax 700.00; SeIers' Share 700.00
1204. 2006 CcuIIv-TCMnShio Tax BII 10 RobIn K. Tax CoIAr.tnr ~ 297.89
1205. 2005-06 ~uY-TDTax to CuntberIlInd ~-Tax Claim 8un!au ~ 1,594.92
1300. ADDITIONAL SETTl..EIENT CHARGES
1301.SunMv to
1302. Pest 1 to
1303. Rec:ordaIion of--.a::- 10 Recotder 01 Deeds Xl.OO
1304. Courier to StI!aMn L Bloom. Allor.- end Counselor at Law 7.00 7.00
1305.
1400. TOTAL SET1l.EIIIENT CHARGES (EnfIIr on LInes 103, Section J and 502, Section 10 2,919.90 3,114.81
By.....1llIglt 1 01... -.... ............
Il. .....0I.ClllllplllldClllllrolIlllglt201..._~5-_
Stephen L Bloom
SeItIement Agent
Certified to be 8 true copy.
..JM J~' ~~4/..25
,
SEU.ER NAME f' A';, t; ~J I ........ .d ~ ;.,.,.
ADDRESS r () PIt) R,.l
C~IL Pr. (701~
I
lOCATION OF SALE
AUCTIONEER ~ 'n1 LJ ~
1"'" ~ "
:;._;.:,-.-:~:;,~~.~~~:
~LE~$iexeeNSES, )
PROFESSIONAL FEES
AUCTIONEER
CLERK
17 CASHIER
f\€f+L E" STATe
OTHER EXPENSES
Q d , '"'^ T.' <>- C1
p~Jv-L::
(rOTAlEXPENSES
$
1973.QS)
FINAL
SETTLEMENT
DATE OF SALE ..3/o1S/tJGo
/
PHONE
ZIP
PHONE
~~~,;,~
CASH $ J 3~q. 50
J
CHECKS $ 3.;21/.75
.
OTHER RECEIPTS
$ 'I;~LjJ.';;5
$
$
$
$
$
$
$
$
TOTAL RECEIPTS
$ 4,"41. J5
$ (~73. 95
:$J..J7'7. 30
LESS TOTAL EXPENSES
..
>:i.'<,"~~- D~
"" '''~'.~ . '..::.~ 1!!""C' ~ --L
6~ 500.';0 ~~
I (or we). the seller, accept this settlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
merchantable title to all goods, ond property sold, and for deli ry o~ title to the purchaser.
/)(Jl'~ No.. -W ~~W
Auctioneer or Cashier's Signature
J-.J ,,~, Date
3- 4S--(:6
Dote 3 -~-5~
~~"J:.IS AT LA'IIL'
CONFIDENTIAL SETTLEMENT DISTRIBUTION
STATEMENT & POWER OF AnORNEY
Jean Gleim: Case Number
;-~.-- - " .........~. ........ -...... ..
SETTLEMENT
LESS ATTORNEY'S FEE
Less Individual Case Expenses $1,155.00
Less Common Benefit Expenses $1,255.43
LESS TOTAL CASE EXPENSES
ESTIMATED NET TO CLIENT
Less Subrogation Withholding
Fee Reduction (only if applicable)
NET TO CLIENT
$45,000.00
$18,000.00
$2,410.43
$24,589.57
$1,846.83
$22,742.74
-----:
m M&fBank
499 Mitchell Street, Millsboro, DE 19966
December 1, 2005
Stephen L. Bloom
Attorney and Counsellor At Law
2100 Longs Gap Road
Carlisle, PA 17013
RE: Estate of Jean E. Gleim
Date of Death: October 7, 2005
Social Security': 186-24-8246
Dear Mr. Bloom:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following account.
1. Account Type........... . .. . .. .. . . .. . ... Checking Account
Account Number.. ..................... 2671074959
Ownership (Names of).............. Jean E. Gleim
Opening Date................ ...........05/20/93 (account closed 10/17/05)
Balance on Date o[Death.........$1,343.92
ACCTUed Interest
$
0.03
Total................................... ...$1,343.95
2. Account Type........................... Home Equity
Account Number....................... 1091175
Ownership (Names of).. .. ... ... . ... Jean E. Gleim
Opening Date.......................... .11 /14/02
Balance on Date 0[Death.........$16,343.32 *This amount is not to be used for payoff
purposes. For a payoff balance, please call 1-800-724-2440.
Current Balance.......................$16,329.87 *This amount is not a payoff balance.
. Page 2
December 1, 2005
3. Account Type........................... Installment Loan
Account Number.............. ......... 10000174696520001
Ownership (Names oj}.............. Jean E. Gleim
Opening Date.. .. .. .. . .. .. . .. .. .. .. .. . .. 11 /0 1/04
Balance on Date ofDeath..........$53.894.05 *This amount is not to be used for payoff
purposes. For a payoff balance. please call 1-800-724-2440.
Current Balance.......................$53.567.62 *This amount is not a payoff balance.
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts. including ownership and
closures please contact our North Middleton branch at 717-240-4521.
Sincerely. . .
/'1 ) I- f1~lU'rv
U tcrJfr\J.../ V (Jtt (; . 'j'.
Charlene Warrington, Records Management
1-888-502-4349
. ~~~~~~:,~~~-~,~~~~:,~~~~~~',
STATEMENT OF FUNERAL GOODS AND SER.VICES SELECTED
Charges are only for ilems lhat you selected or that are required. If ~ are required by law or by a cemetery or crematory 10 use any items !'lIU have nOI selecled, we
will explain Ihe reasons In wriUng below. If you have selected senIces that 1112!' require emhalming, you may hare 10 pay for embalming. You do nOI hm to pay for
embaJm~ng Ihal you '!id nOI approve. E9.'balml.~g l.s.'!!!.I.."N1Jl~J()r direct treIII2lion or immediate burial. Embalming is not required by law, excepl in cenain special
cases. If yoll are charged for emlr.ili,nlng, we wUl explain why below. 0 _ 7 _ 200 <; 10 _ '7 _ ;~ 00!'.
Fu the Senl~e of J e a n E:. G 1 e t m he or Dalth 1 - Date or Anaall""'ealll
CltargeIo:M.." P~lri,-ia Finkenbinder, 22 Locust Lane, Plainfield, ((71]1243-2291
Name Address City Sla1e1Zip Phone No.
A. SPIlCIAL CHARGIlS:
Direct Cremation ..................,............... S 7 9:, . 010
Forwarding Rel11:lins to .......
(funeral/lomc)
Receiving Remains from
D. MERCHANDISE
Register Book .................................,...... _
Memorial foldersIPrdyer ~ds............ _
Thank You Cards .................................. _
Rememhn.nce P:lCkage ........................ _
Urn(s) .....,.............................................. _
(Description)
Alternative Container ............................
(l'uneral Home)
Immediate Burial .................................. _
NlIlionwide Guaranlee Program............ _
Worldwide Travel PrOleclion... ,........... _
Pre-Arrangement Regislration .............. _
TOTAL SPECIAL COUGES ...............................................$ ~0
B. CHARGE FOR SERVltll SELEcnD:
PROFESSIONAL SERVICES
Services of Funeral DirectorlSt:tff ........
Embalming ............................................ _
Other Preparation of Body....................
( Descriplion)
IIrn OUler Burial Container ..................
( Descripllon)
Veteran Bag Case # .............................. _
Casket .................................................... _
___l-
Outer Burial Container..........................
Grave Marker/Memorial.....................
6iltW1er
GlhM-i e r
S0.00
Med1cal DOCtlment
TOTAL MERCHANDISE ..........
E. CASH ADVANCIlITEMS:
Grave Opening ...................................... _
Cemetery Equipment ............................ _
NC\\'SIYdpet Notices ................................ _
Newspaper NoUces................................ _
Airfare. ..................... ....... ...... ............ .....
ClergylMass Offering ............................ _
0('\ =~;~;i.;.;;;;:;;n~~~.:: :0 G'll. 00
/ Flowers.................................................... _
V-dllll Sen1ce Cbmge/i..i..:i1jr:;'.l~.....i..'}~ r:. 00
County Coroner fee!,.,.L..f1...........JLu...\.. ~." .
0rJ\anls1.................................................. _
SoIoi<l ....................................................
Honor Guard ..........................................
Cn.'IIIlIIoryCbarge.................................... S j "'''' . 00
Other
FAClllTIHS, STA.. AND EQUIPMENT
Use of !he Facilities and Staff for
VlewiogIVisitalion .................................. _
Use of the Facilitics and Staff for
Funcr.d Ceremony ..................................
Use of tbe fadlilies and Slalf for
:\lemorlal Service ...
Use of tbe Staff and Equipment for
ViewioRf\'isitatioD at another location.... _
Use of tbe Staff and Equipment for
fuoel'2l Senice 31 another localion ........
Use of the Staff and Elluipment for
Memorial Senice at annther location ....
Private Family Vicwlng .......................... _
Witnessiog Cremalion............................ _
packllgJng and FOl'W'drding Cremated
Remains ~Regis'ercd Mail) .................. _
Personal Delivery of Cremated Remains..
DeliYet), of Cremated Remains.................. _
DeliYCry and Coordination of Cremaled
RL""alns 10 a Privare or NaIio!W Cemetery _
Scalleriug of Cremated Renr.uos Over
l.and IIr Sea ............................................
TOTAL OF CASH ADVANCES ......................
We chl1rge .I'(J/, fOT OUT St11'11ices in ohlaillin,/f:
(specifj relel'f/ul casb ndt'flnce items)
$385
~) ~'j
SUMMAIlY OF CHAlGES S 7 9 5 . ;Z)i,~
A. Special 01arges ...................................... _ <; 0 . vH.;
B. Professional Sen'ices. Facilities ............ _ ; 0 . Q, 0
C. AUfOMOTIVE EQUIPMENT: C. AUlomotlve Equipment........................... _ '0 '10
Removal Vehicle ................................. ~. ~~~~~ i;~~.:::::::::::::::::::::::::::::::: -s 3 ~ 5 : 00
Casket ClYdch.......................................... - S 1 . 80 '1'''
::~: ~~Fl~~O~i~~~.:::::::::::::: == =1~~:::::::::::::::::.::::::::::::::::::::::::::::::::::::':::'::::::::::::::::::: ~ ~ ~ ~ ~ : ::
~:~:~~~";.~~:::::::::::::::::::::::::::::::. - :AlD.......................................... ......... .......... ...~i...::::::::::..... -.:~: ,,;~ . :~
TOTAL OF AlJTOMOTIVE IlQUlPMINT .... .. 30.00 AlANCE DUll................. ..~..... ....... ..........t;;j"._.... ........ ~
~. ior I; ~"V
If .nv "'RO!. n.,..elelV, 0' cromatory "",OireD"'O' h.. ,eqol,,'fl Ii", IlUrcha'IC of any oflhe iltllt$ listed ahm... we will expWn Ihe "",uirodil. \; - ,'\....:;- , .
r . .,..;1 . t7'.:::::-::~/
~ ?z6 p (,'''( ,k-;
REA.'iON FUR IlMIW.MIN~ ....., v ~ ~:' ( t)
I .~r~ d.aI I h",.. t'UlIIJned .Ihe .lems .~f ~""'" aDd .....ices selected :dxwe .nd found Ibem to he ~0JTt(\ aod ""cordill\: to th. aI'tlIJl&OIIleD I bYe ....,......... I ac~elPI of a copy
of Ih.. Slalt'll1eA1 of ~crl' (:ood. aOO Senic... ~d. I ............. IIttII h"", ...lIideot hinds _"hie for pa_ of Ibe cash price for ..... JIOods and ""'ic.. ..t"'fed. t ~ to malle
~,.!men' of $ ~ l:l .i - "'~'n. . - d:1l". I 1ItI"'" 10 be ~.inlly and """!t"y IilIbIe with an!'One .u. who ~ below. ^ laI. cha'lle of - 0 per momh
.mouolln~ 10 per !ear ",n be ""plied to ..... uop-.ald 1tI1:1OC< beJl;OOIIl\: _ days from the dote of Ibis agRellleDl. I win :tlso pay 10 Ihe f.n....' Di'l!C\or:tl1 .......n.III.
ct~ts paid by lht' Funeral Jlirl'Cror to collect amounm 1 OWe under Ihb agreement Those c~s may include attorneys.' fees.. ou\n CCKW. &ad ~r 'C.~\~. Aff'! 1;dd..\ioot\ ~tt'S or merchandlM'
o~ered ot ~(j,~~ 2/1" the ~.'c Oflb!7'~nt "ill be con.'idered~latI of Ihis .greement and th. co,. Ih.rcd .'i11 he roOected on Ole final hill ot S'ot.01eOl.
(Seal) .' f.,.. t . /<' /i ~-- '. .....C-'t_.A- !.i .... . 10 - 7 - 2005
.' /~~... (u..l
(Se:t1). .x:2. _ /':;:i2(/'
TOTAL OF PROFESSIONAL SERVICES ................................ ~00
(f):-t..1
STEPHEN L. BLOOM
ATTORNEY .\ND COUNSELLOR AT LAW
WWW PRACTICALCOUNSEL.COM
21 00 L () N t; s G i\ I' R ().'\ [)
C .\ R L , S L ":, 1> ,.: N N S Y L V AN' /\ 1 701 3
S B J. () () M (/1) I' R :\ C T , C ..\ L C () L' N S E I.. C () J\f
Invoice submitted to:
Gleim, Jean E. Estate
clo 22 Locust Lane
Plainfield, PA 17081
Patricia L. Finkenbinder, Executrix
September 20, 2006
In Reference To: Estate Administration -Interim Statement
Invoice #1786
Professional Services
10/19/2005 Preliminary administrative and estate matters
10/24/2005 Preliminary preparations for probate: Petition for Probate and Grant of
Letters Testamentary; Oath of Personal Representative; Proposed
Decree of Probate and Grant of Letters; Exhibits; Estate Information
Document; Renunciations; Research Real Estate Information;
Conference with Executors; Appearance at Register of Wills for Probate
10/28/2005 Administrative matters; Appearance at Register of Wills for filing of
Renunciation
11/7/2005 Administrative and estate matters
11/9/2005 Administrative and estate matters; Preparation and service of required
Notice of Beneficial Interest in Estate and Certification of Notice Under
Rule 5.6; Conference with personal representatives; Preparation of
required Legal Notices for publication; Correspondence with
Cumberland Law Journal and Sentinel re same; Telephone conference
with Register of Wills; Appearance at Register of Wills for filing of
Certification of Notice
11/15/2005 Telephone consultation with client
11/23/2005 Administrative and estate matters; Correspondence with M&T Bank;
Correspondence with Handler, Henning & Rosenberg; Correspondence
with Department of Public Welfare, Estate Recovery Program
PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE
TELEPHONE 717-249.7717
FACSIMILE 717-249.775-'
To L I. F R ,.: E 877 - 548 - 9 6 () 2
Hrs/Rate
Amount
0.67
200.00/hr
3.02
200.00/hr
133.33
603.06
0.56 112.94
200.00/hr
0.17 33.33
200.00/hr
2.24 448.67
200.00/hr
0.17
200.00/hr
33.33
0.69
200.00/hr
138.39
Gleim, Jean E. Estate
1/25/2006 Administrative and estate matters; Proofs of Publication of legal
Notices; Review correspondence from Department of Public Welfare
Estate Recovery Section; Review Date of Death Valuation Information
from M& T Bank; Correspondence
2/1/2006 Telephone conferences with M&T Bank; Review and file estate
information; Telephone conference with Suburban Energy Services;
Telephone conferences with Executors; Telephone conferences with
Auctioneer
2/3/2006 Correspondence with The Sentinel; File documents
2/7/2006 Telephone conferences
2/8/2006 Review of Auction Agreement; Correspondence with M& T Bank re
same, insurance coverage and utility status; Application of installment
loan payment at M& T Bank; File documentation re same; Review sale
notice
2/22/2006 Administrative and estate matters; Obtain Registered letter from M& T
Bank; Review Documentation of Decedent's lititgation Claim Status
317/2006 Administrative and estate accounting matters; Receive and review
Proofs of Claim from M& T Bank; Telephone conferences with M& T
Bank
3/21/2006 Telephone conferences with M&T Bank
3/22/2006 Telephone conference with prospective purchaser of Real Estate
3/24/2006 Preparations for Public Sale of Real Estate and general Accounting;
Drafting of Terms of Sale; Telephone conference with Auctioneer;
Telephone conference with Executrix
3/27/2006 Travel to and attend Public Sale of Real Estate/Public Presentation of
Terms of Sale/Execution of same
Telephone conferences and correspondence with M& T Bank re
outstanding loans
3/28/2006 Administrative and estate matters; Telephone conferences with M&T
Bank, lender re property sale and client; Financial calculations; Prepare
and file IRS Form SS-4; Correspondence with IRS re same;
Miscellaneous matters re sale of real estate
3/29/2006 Conference with fiduciaries at Orrstown Bank; Correspondence;
Telephone conferences
PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE
Page
2
Hrs/Rate
Amount
0.38
250.00/hr
95.83
1.34
250.00/hr
335.90
0.17 42.85
250.00/hr
0.17 41.67
250.00/hr
1.41 352.57
250.00/hr
0.78 194.38
250.00/hr
0.81 203.26
250.00/hr
0.33 82.08
250.00/hr
0.18 46.18
250.00/hr
1.18 295.49
250.00/hr
1.00 250.00
250.00/hr
0.66 164.51
250.00/hr
1.50 375.83
250.00/hr
1.37
250.00/hr
341.67
Gleim, Jean E. Estate
3/31/2006 Telephone consultation
4/3/2006 Administrative and estate matters
4n/2006 Administrative and estate matters; Telephone conferences with M&T
Bank
4/12/2006 Review and file correspondence from Internal Revenue Service
4/19/2006 Prepare for Real Estate Closing; Telephone conferences with
Executrixes
4/24/2006 Preparation of Fiduciary Deed of Conveyance; Settlement matters;
Conference with clients
5/12/2006 Administrative and estate matters; Telephone conferences with
Suburban Energy Services
5/15/2006 Review correspondence; Appearance at Post Office for Certified Mail
Receipt; File Release of Claims from M& T Bank
6/1/2006 Telephone consultation with Executrix; Review correspondence and
documents from M& T Bank re lien releases; Preparation for recording
of same
9/19/2006 Review correspondence from Department of Revenue; Preparation of
Pennsylvania Inheritance Tax Return and Schedules
Subtotal of charges
For professional services rendered
Balance due
PAYABLE UPON RECEIPT - THANK YOU
PRAf:TICAL COL:NSEL + CHRISTIAN PERSPECTIVE
Page 3
Hrs/Rate Amount
0.17 41.67
250.00/hr
0.08 20.83
250.00/hr
0.50 124.31
250.00/hr
0.09 21.67
250.00/hr
1.00 250.00
250.00/hr
1.60 400.97
250.00/hr
0.14 35.21
250.00/hr
0.67 166.67
250.00/hr
0.32 81.04
250.00/hr
2.13 532.36
250.00/hr
$6,000.00
25.50 $6,000.00
$6,000.00
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17G13
GLEIM JEAN E
Estate File No. :
Paid By Remarks:
2005-00938
PATRICIA FINKENBINDER
MW
Fee/Tax Description
PETITION LTRS TEST
WILL
RENUNCIATION
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 6578
Total Received.........
Rece.:!-pt Date:
Rece:J-pt Time:
Recel.pt No. :
10/24/2005
12:29:42
1042301
Receipt Distribution ------------------------
PaYment Amount Payee Name
210.00
15.00
5.00
12.00
10.00
5.00
----------------
$257.00
$257.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
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CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
December 2, 2005
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Stephen L. Bloom, ESQUIRE
RE:
Jean E. Gleim, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
November 18, 25, December 2, 2005
Second Proof Request
$ 75.00
$ 0.00
$ 0.00
$ 75.00
------------
$ .00
Advertising Cost
Proof of Publication
Payment Received
Total Amount Due
Payment received November 15. 2005
by Beckv H. Mor2enthal/Executive Director
fI M&I'Bank
May 3,2006
Estate Of Jean Gleim
C/O Stephen Bloom Esq.
2100 Lomgs Gap Rd.
Carlisle, PAl 7013
RE: RELEASE OF CLAIM
Estate File#: 2005-00938
Account# 000000001091175
Dear Stephen Bloom Esq.:
M&T Bank's claim against the Estate of Jean E Gleim in regards to the above-mentioned
account has been paid in the amount of$16,978.62 on 4-27-06.
It is further understood and agreed that this is the complete release and agreement
between the parties, and that there are no other written or oral understandings or
agreements. This agreement shall be binding upon and inure to the successors, assigns,
heirs, executors, administrators, and legal representatives of the respective parties.
IN WITNESS WHEREOF, we have set our hands and seal this 3rd day of May,
2006.
Manufactures and Traders Trust Company
UL
~ #/r4/'?cL ~~
Title: Wee #fiN / .d'c.r~ ./.%""7"""-
IN WITNESS WHEREOF, I hereunt
. DANIel E. ZELLER
xplres: Notary Public. Stale of New York
Qualified in Erie County q
My Commission Expires August 2, 2OQ..
rI M&rBank
May 3,2006
Estate Of Jean Gleim
C/O Stephen Bloom Esq.
2100 Lomgs Gap Rd.
Carlisle, PAl 7013
RE: RELEASE OF CLAIM
Estate File#: 2005-00938
Account# 10074696520001
Dear Stephen Bloom Esq.:
M&T Bank's claim against the Estate of Jean E Gleim in regards to the above-mentioned
account has been paid in the amount of $55,447.70 on 4-27-06.
It is further understood and agreed that this is the complete release and agreement
between the parties, and that there are no other written or oral understandings or
agreements. This agreement shall be binding upon and inure to the successors, assigns,
heirs, executors, administrators, and legal representatives of the respective parties.
IN WITNESS WHEREOF, we have set our hands and seal this 3rd day of May,
2006.
Manufactures and Traders Trust Company
o
~ #c#l9fl ~~
Title: We #acW-//t!77~~.v
IN WITNESS WHEREOF, I hereunto s
Notary Public
My Commission
(SEAL)
DANIEL E. ZELLER
ires: Nqtary Public, State of New Vo~
Qualified in Erie County q
My Commission expires August 2, 2O.a.1
Quburban 530 E NORTH ST
-N.ROY S.RVIC.S CARLISLE. PA 17013
CholCf.l.'t CQmlor,t Sal/smClion
TO ENSURE PROPER CREDIT, RETURN THIS STUB WITH YOUR PAYMENT.
PLEASE DIRECT OTHER CORRESPONDENCE TO YOUR LOCAL STORE.
Address Service Requested
o "fCr. HERI: :r '\ii[-RFSS""ON!: ~,UI.'8ER HA:: C'HM,GFT "U'AS[ SFF REVERSE SIDE
AMT DUE
447.66
b~la01~050 PRESORT 3DG P1 (~4 <B>
14050 1 AT 0.306
1,.,111".111...1.,1,",1111.,.11""" II ,11"",11,11,,1,1,,1
JEAN E GLEIM ESTATE
PO BOX 16
PLAINFIELD PA 17081-0016
Please make
checks payable to L ,..~.,.-..,_.......,~.
Suburban Energy Services. --___._~nn_'____.
1",11,1,1",1,11",1,1"11",111""11"",11.11,,,,,1111,.,1
SUBURBANENERGYSERV~ES
PO BOX 747061
PITTSBURGH, PA 15274-7061
0281 00114066 00004476600004476602800469001
MONTHLY STATEMENT 12/15/05 - 01/14/06
o BOX 16 PLAINFIELD
/1 of 1
-.
PREVIOUS BALANCE
441.23
-
-
-
-
-
-
-
-
-
=
====
-
==
==
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==
~
-__'_n.. un -___n_~__ PL_~AS~P_~~ ACCO~DING _TO TERMS TO A VOID FINANCE CHARGE OR LATE CHARGE
___._F"tojAI-4CE C_HAR<>~_~~~.t._""E'!'!!'()Q "2_=_ --~--=-=----=-==_~=-=-428. 3 7 FINANCE CHARGE
FINANCE CHARGE RATES TO S OVER S s>=; yr-\!"R<'E SIDe
MONTHLY PERIODIC RATE 1. 50 eo Oe <=08 t:~'"';N~ C;HARGE. AMOUNT PAST DU E
ANNUAL PERCENTAGE RATE 18.00ee ee CAL::c;,l"I:)~Iv'E:hiOO& . .
MINIMUM CHARGE O. 50ADDi'l!"A INI"ORMA1101\; CURREN-T CHARGES
---~Yr~R~~~;~N~,ffGYSERVfC-ES 01/14/06 NO,-' BALANCE
CARLISLE. PA 17013
- _PHON.L ZlL~4..3.=.5.858u
6.43
441. 23
6.43
447.66
1011
RETAIN FOR YOUR TAX RECORDS
SUBIJRR.4N ~N~t:U::V C::&:Q""'''r::C
~omcast~
ACCOUNT
NUMBER
DATE
DUE
TOTAL
AMOUNT DUE
Visit us on the web at www.comcast.com
09547373970-01-6
ON RECPT
$23.72
JEAN E. GLEIM
For service at:
10 WILLOW GROVE RD
CARLISLE PA 17013-8323
Summary of Charges
Statement Prepared 10/20/05
Billed from 10/31/05 to 10/31/05
Previous Balance _.
Payments (in~ludes.payments received by 10/20~0~1_.____.
CableJYideo) Services.
Taxes. Surcharges. & Fees
Total Due
d~ (,5~~1
~.9L.
0.00
3~.~.. cr.
:3.21:; cr
$23.72
Detail of Charges on back
News from Comcast
We regret losing you as one of our cable subscribers. Our records indicate that the
final balance shown above is now due. Your prompt payment is appreciated. Any
outstanding equipment must be returned to our office within 7 days. Please call us at
any lime should you wish to reconnect your service.