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Home My WebLink About10-12-06 ~ :llI: ~(I) u~:llI: ~a:~ UCLm ~ z o ~ :;) f- a: c( (J w a: z o ~ :;) 11- == o (J E REV-15011 EX + (&00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.Q601 f- Z w Q w (J w Q DECEDENrs NAME (LAST, RRST, AND MIDDLE INITIAL) WHISTLER OATE OF DEATH (MM-OO-Year) MARGARET DATE OF BIRTH (MM-OO-Year) G. 07/15/2006 01/07/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, RRST, AND MIDDLE INITIAL) 00 1. Original Return o 4. Limited Estate [X] 6. Decedent Died Testate (Allach copy of WiD) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date 01 death alter 12.12-82) o 7. Decedent Maintained a Living Trust (Allach copy of TlIlst) o 10. Spousal Poverty Credit (date of death between 12-31.91 and 1.1.95) ~ w Q ~ (I) w a: a: o U ;;;... "'\IE~UQ$lje.M~1.GJityeOAReSPQ NAME ROGER B. IRWIN ESQUIRE FIRM NAME (If AppHcable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 0 6 8 1 '"COiiNTYCOOE -vEAA- - - NUMBER- - SOCIAL SECURITY NUMBER 1 74- 0 5 - 3 2 0 2 THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of death prior to 12.13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) eH'iiEL '?fNEOR...._.SHti.liIBiiDf~.;'r()'i.' COMPLETE MAILING ADDRESS 60 WEST POMFRET STREET 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. 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequest&'Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (1) (2):' (3) (4). (5) (6) . (7). (8) (9) (10) (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 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) 496.227.90 X .12 (17) 248.113.95 X .15 (18) (19) 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 20.0 "';id: ;,p, ."~" ~:;:;';!;r;~;t;'%;3~{dSi'''>k'8e6s RE''ftC)''ANSWe 'c" CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYl\lENT o =0 ,e; lJ . :c (') -.' ):> r- '.2m .' -.::;0 .' (n ^ - ()C) 143.302.. O-n ,~c . ::D 568.142.~~ ).~ 85.449.36 52.520.07 32.63 ~ .r:- eo ~/:,:::(: t9A' 17013 r.v -0 :1: USE~71g nlC") 0-:) C) c~) ::-D ...J r-, r i1 rr; -u CJ . (:) .'1..,0 ;.'1 --rj ('""3 I .. rTl C/) l:-) -Tl 796.894.55 52.552.70 744.341.85 744.341.85 0.00 0.00 59.547.35 37.217.09 96.764.44 'UOlldope JO poolq Aq Ja4la4M 'luapaoap a41 41!MUOWWoo U! IUaJed auo lsealle se4 04M lenp!^!pU! ue 5e 'GO~6 uo!pas Japun 'pau!Jap S! 6u!lq!s V '[(E' ~)(e)9~ ~69 'S'd GLl %G~ S! sBu!lq!S s,luapaoap a41 JO asn a41 JOJ JO 01 sJalsueJllo anle^ lau a41 uo pasodw! aleJ xel a41 . ,[( ~)(e)9 ~ ~69 'S'd GLl (G' ~)9~ ~69 'S'd GL U! palou se Idaoxa '%S, S! saiJe!o!Jauaq leau!l s,luapaoap a41 JO asn a41 JOJ JO 01 SJalsueJIIO anle^ lau a41 uo pasodw! aleJ xel a41 '[(G' ~)(e)9 ~ ~69 'S'd GLl %0 S! 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JO ~ISaJalU! NeUO!SJa^aJ e U!elaJ '0 o ........................................ :awoou! Sl! JO paJJalsueJl AjjadoJd a41 asn 1184s 04M aleu6!sap Ol146iJ a41 U!elaJ 'q D ........................................................................... ~paJJaISUeJI AlJadoJd a4110 awoou! JO asn a41 U!elaJ 'e saA :pue JaJ5ueJI e a>lew luapaoap PIa '~ S>l0018 31vn:ldOl:iddV 3Hl NlnXn NV 9NIOY1d AS SNOI1S3nO 9NIM0110:l3Hll:i3MSNV 3SV31d 1N39r 'Sll/M :/0 1:/31S1931:/ :01 8/qelfed )fa8L/O 8)few (8S) '3no 3:>N\f1VB a41 S! 5!41 'VS + S aun JO ISIOI a41 JalU3 '8 (VS) 'anp xel a41 uo 15aJalU! a41 Jalu3 'v (S) '3nO XV 1 a41 5! S!41 'aouaJaUIP a41 JalUa 'G aun US41 JalsaJ6 5! E aun + ~ aun JI 'S (p) punJaJ e IsanbaJ 01 O~ aun ~ a6ed uo xoq l\08~:> 'lN3WAVdH3^O a41 5! S!41 'aouaJaUiP a41 JalUa 'E aun + ~ aun ue41 JaleaJ6 5! e: aun JI 'v (E) (3 + a) Alleuad/l5aJalUII"El101 GG"9G6' ~6 GG'9l6' ~6 00'0 00'0 Alleuad '3 IS9JalUI 'a alqe:>!Idd"El I! Alleuad/l5aJalUI 'f: GG"B€B'~ (G) ( ~ + 8 + V ) SI!paJ~ I"ElI01 GG SES ~ lUn005!a .~ 51uawAed JOiJd '8 l!paJ~ Ajja^Od lesnods 'V SIUaWAl!d/SI!paJ~ 'G (6~ aun ~ aBed) ana X81 .~ :SIIPaJO pUB SluawAed XBJ. ~~.~9L'96 (~) €WLI- I 'v'd I 31SI1~V~ dlZ 31V1S A11~ a'v'o~ WOllOS .inNl'v' M G~~ SS31:100V 1331:11S :ssaJ alaldwo S ua a:)a PPV ::> .1 P a REV.1507 EX + (6-98) ~. . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF WHISTLER MARGARET G FILE NUMBER 21 06 0681 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Mortgage to Jason R. Beals and Jamie M. Beals Dated May 24, 2005 Original Amount $148,500.00 VALUE AT DATE OF DEATH 143,302.72 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 143 302.72 REV-1508 EX + (6-98) .. tcOMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHIDULE E CASH, BANK DEPOSliS, & MISC. PERSONAkPROPERTY ESTATE OF WHISTLER FILE NUMBER MARGARET G 21 06 Include the proceeds 01 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. 0681 ITEM NUMBER 1. DESCRIPTION M&T Bank - Checking Account #90039998 VALUE AT DATE OF DEATH 6,636.52 2. Sovereign Bank - Certificate of Deposit #2895325088 12,603.84 3. Citigroup Smith Barney - Money Market Account 10,588.11 4. Citigroup Smith Barney - Various Funds - Account Number 73H-02664-16 5LP 538,314.00 TOTAL (Also enter on line 5. Recapitulation) $ (II more space is needed, insert additional sheets 01 the same size) 568.142.47 REV-1510 EX + (6-98) .. .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WHISTLER SCHIDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY MARGARET G. FILE NUMBER 21 06 0681 This schedule must be completed and filed ~ the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABlE) VALUE 1. AIG Annuity - T001515640 51,795.09 100. 51,795.09 2. AIG Annuity - BX205175 33,654.27 100. 33,654.27 TOTAL (Also enter on line 7 Recapitulation) $ 85449.36 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) .. tOMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF WHISTLER ITEM NUMBER A. 1. 2. 3. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. MARGARET G Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Hoffman-Roth Funeral Home Little John's Restaurant - Luncheon Hoffman-Roth Funeral Home - Additional Death Certificates FILE NUMBER 21 06 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Thomas A. Oiler Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 39 Nelson Drive City Carlisle State PA Zip 17013 Year(s) Commission Paid: Attomey Fees Irwin & McKnight Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Probate Fees Register of Wills Accountanfs Fees Tax Retum Preparer's Fees Patricia A. Rosendale, CPA Register of Wills - Filing Fee Notary Fees The Sentinel - Estate Notice Cumberland Law Journal - Estate Notice Register of Wills - Short Certificates Zip 0681 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 556.40 175.38 131.00 12,175.00 25,950.00 556.00 450.00 30.00 50.00 144.29 75.00 52.00 52 520.07 Continuation of REV-1500 Inheritance Tax Return Resident Decedent WHISTLER · Decedent's Name or Page 1 21 06 0681 File Number MARGARET G. Schedule H - Funeral Expenses & Administrative Costs - 81 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 2. 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. Name of Personal Representative (s) Pauline G. Oiler 12,175.00 Social Security Number(s)/EIN Number of Personal Representative(s) 196140081 Street Address 1304 Sprino Road City Carlisle State P A Zip 17013 Year(s) Commission Paid: SUBTOTAL SCHEDULE H.B1 12,175.00 REV-1512 EX + (6-98) ~. . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF WHISTLER MARGARET G. Include unreimbursed medical expenses. FILE NUMBER 21 06 0681 ITEM NUMBER DESCRIPTION 1. Embarq - Telphone VALUE AT DATE OF DEATH 31.17 2. Pharmerica - Medical 1.46 '- L_ TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 32.63 REV.""":'* .COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ... WI ""-rl =R NUMBER I. SCHEDULE J BENEFICIARIES FILE NUMBER 21 06 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) I G NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRI BUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 0681 AMOUNT OR SHARE OF ESTATE 1/6 Remainder 1/6 Remainder 1/3 Remainder 1/3 Remainder ENTER DOUAR 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 I - 1. Donald A. McCullough 143 Route MM Ash Grove, MO 65604 Denny McCullough 260 Centerville Road Newville, PA 17241 Paul R. Whistler 58 Lebo Road C~rlisle, PA 17013 Paulien G. Oiler 1304 Spring Road Carlisle, PA 17013 2. 3. 4. 1. Collateral Collateral Sibling Sibling 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 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) . LAST WILL AND TESTAMENT I, MARGARET G. WHISTLER, of the Borough of Carlisle, 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 Executors 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 Executors to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to ~ve good and sufficient deeds therefor, in fee simple, as I could do ifliving. 3. I give, devise and bequeath all of my estate of every nature and wherever situate in three equal shares, as follows: (a) 1/3 to the two sons of my sister, 'Helen G. McCullough, share and share alike; (b) 1/3 to my sister, Pauline G. Oiler, and if she is not living at the time of my death, to her children, share and share alike; and (c) 1/3 to my brother-in-law, Paul R. Whistler, and if he is not living at the time of my death, to his children, share and share alike. . 4. I nominate and appoint PAVLINE G. OILER and THOMAS A. OILER to be the Executors of this my Last Will and Testament; they are to serve as such without bond. 5. I hereby suggest that my personal representative retain the services of Irwin & McKnight as attorneys for the settlement of my estate. IN WITNESS 'WHEREOF, I have hereunto set my hand and seal this ;t day of November, 2004. \, . ~'1 ',' co" 4- n !)\ q,,-...:,~-:t j. u..: _'V- .J-A, ,-lV---'- , ARGARET G. WHISTLER (SEAL) Signed, sealed, published and declared by lVIARGARET G. WHISTLER, 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. ~Oo U~(^'- , /. /1(' //; ,/,/ /7 '--':~;f~ ,,? ",' 'yr;. ~.K'-ff/"7/ //, II. J II }1_Ce ,. /;".(. '-.(. ! P. ~ . 2 . ,. ACKNOWLEDGMENT AND AFFIDAVIT WE, MARGARET G. WHISTLER, MARTHA L. NOEL and TRACI D. SMITH, 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. '1-;, ""., 4 'k I,' \! ..t D , , ~ \ "...., .A~,., .__. ,_~.;.-1('" .......... " ~ - . iJMARGARET G. WHISTLER it '~l'>7 {/7,,. .' -':' _ . . ~ / V-' -f! ." ,/. / / llJ/ltf((;/'1""\. l'v~: / ~=p;r~h TRACI . SJ.\tIITH COMMONWEAL TH OF PENNSYL V ANL~ ss: COUNTY OF CUl\tIBERLAND Subscribed, sworn to and acknowledged before me by MARGARET G. WHISTLER, the Testatrix herein, and subscribed and sworn to before me by l\'IARTHA L. NOEL and TRACI D. SMITH, witnesses, this 2- ~ day of November, 2004. r "1 CClA- N<{ta y Public f COMMONWEA H OF PENNSYLVANIA Nolalial Seal Roger B. Irwin. Notary Public Carlisle Boca. Cumberland County My Commission Expires Oct. 3, 2008 Member. Pennsylvania Association Of Notaries 3 . ... . l J LvLlu $148,500.00 ;7J I Carlisle, Pennsylvania ~ ~,- 9 P :-.- ,(", ':"':.: - GJ '-- -- I' '-. to.j (:> .:.... ~ Co"'" ....... E: 0.... May ~, 2005 MORTGAGE n: c~:: :;.~- w- c- ~o...;. ('\.J . ~ Biis ~RTGAGE, made as of this l..ft day of May, 2005, by and between JASON R. ~ ,kiLSEind JAMIE M. BEALS, his wife, of Carlisle, Cumberland County, PennsylvanIa " . '. Lr... f7Q-l3 (~einafter referred to as "Mortgagor") and MARGARET G. WHISTLER,. of Carlisle, -' ... -..I Cumberland County, Pennsylvania 17013 (hereinafter referred to as "Mortgagee"). WITNESSETH: WHEREAS, Mortgagor has executed and delivered to Mortgagee a certain Promissory Mortgage Note (hereinafter called "Note") of even date herewith, payable to the order of Mortgagee in the principal sum of One Hundred Forty-eight Thousand Five Hundred and noll 00 ($148,500.00) Dollars, lawful money of the United States of America, and has provided therein for payment of the principal sum, together with interest thereon, in the manner and at the times therein seL forth and containing other terms and conditions, all of which are specifically incorporated herein by reference. NOW, THEREFORE, Mortgagor, in consideration of said debt or principal sum and as security for the payment of the same and interest as aforesaid, together with all other sums payable hereunder or under the terms of the Note, does grant and convey unto Mortgagee, her heirs and assigns, a Mortgage in the amount of One Hundred Forty-eight Thousand Five Hundred and no/IOO ($148,500.00) on the following property situate ill the Borough of Carlisle, Cumberland County, Pennsylvania, being more particularly bounded and described as follows: ALL that certain plot of ground with the improvements thereon erected situate on the Plan of East Hills, Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point on the West side of Hillside Drive as the same appears on the Plan of East Hills, recorded in the Cumberland County Recorder's Office in Plan Book No.4, Page 39, which point is 35 feet South of the line dividing Lots Nos. 71 and 72 measured along the West side of Hillside Drive; thence along the West side of Hillside Drive 103 feet to a point. which point is 3 feet North of the line dividing Lots Nos. 72 and 73; thence North 76 degrees 58 minutes West by a line parallel to and 3 feet North of said dividing line, 125 feet to a point in the line dividing Lots Nos. 66 and 73, on said Plan; thence along said last mentioned dividing line BK I 9 0 8 PG 3 8 6 8 - . ". South 13 degrees 2 minutes West, 103 feet to a point at lands now or formerly of Luther Hull and wife; thence along said lands of Hull and through Lot No. 71 South 76 degrees 58 minutes East, 125 feet to the Place of BEGINNING. The above described lot of ground being the Northern 35 feet of Lot No. 71, all of Lot No. 72, and the Southern 3 feet of Lot No. 73 as appears on said Plan. HA VING thereon erected a dwelling house known and numbered as 76 Hillside Drive. BEING the same premises' which Margaret G. Whistler, widow, granted and conveyed to Jason R. Beals and Jamie M. Beals, his wife, by deed dated May ),'fl! ,2005 and recorded in the Office of the Recorder of Deeds for Cumberland County in Deed Book _, Page ~. Together with the buildil1-gs and improvements erected, thereon, the appurtenances thereunto belonging and the reversions, remainders, rents issues and profits thereof. TO HAVE AND TO HOLD the same unto Mortgagee, her heirs and assigns, forever. PROVIDED, however, that if Mortgagor shall pay to Mortgagee the aforesaid debts or principal sum, and all other sums payable by the same to Mortgagee hereunder and under the terms of the Note, together with interes~ thereon, and shall keep and perform each of'the other covenants, conditions and agreements of the Note and as hereinafter set forth, then this Mortgage and the estate hereby granted and conveyed shall become void. This Mortgage is executed and delivered subject to the following covenants, conditions and agreements: (1) From time to time until said debts and interest are fully paid, Mortgagor shall: (a) pay and discharge, when and as the same shall become due and payable, all taxes, assessments, sewer and water rents and all other charges and claims assessed or levied from time to time by any lawful authority upon any part of the mortgaged premises and which shall or might have priority in lien or payment to the debts secured hereby, (b) pay all ground rents reserved from the mortgaged premises and pay and discharge all mechanics' liens which may be filed against said premises and which shall or might have priority in lien or payment of the debts secured hereby, (c) pay and discharge any documentary stamp or other tax, including interest and penalties thereon, if any now or hereafter becoming payable on the Note evidencing the debt secured hereby, (d) promptly submit to Mortgagee evidence of the due and punctual payment of all the foregoing charges upon request. (2) In the event Mortgagor neglects or refuses to pay the charges mentioned at (1) above, Mortgagee may do so, add the cost thereof to the principal debt secured hereby, and collect the same as part of said principal debt. BK I 908 PG 3 8 6 9 2 . . :>" (3) Mortgagor covenants and agrees not to create, nor permit to accrue, upon all or any part of the mortgaged premises any debts, liens or charges which would be prior to, or on a parity with, the lien of this Mortgage. (4) In case default be made for the space of fifteen (15) days after written notice thereof in the payment of any installment of principal or interest pursuant to the terms of the Note, or in the performance by Mortgagor of any of the other obligations under the Note or this Mortgage. the entire unpaid balance of said, principal sum, together with unpaid interest thereon, shall at the option of Mortgagee without notice thereof to Mortgagor become immediately due and payable, and foreclosure proceedings may be brought forthwith on this Mortgage and prosecuted to judgment, execution and sale for the collection of the same, together with costs of suit and an attorney's commission for collectlon of five (5%) percent, of the total indebtedness. Mortgagor hereby forever waives and releases all errors in said proceedings, waives stay of execution, the right of inquisition and extension of time of payment, agrees to condemnation of any property levied upon by virtue of any such execution, and waives all exemption from levy and sale of any property that now is or hereafter'~ay be exempted by law. (5) In the event of any conveyance or assumption of said mortgaged premises, the Mortgagor will forthwith notify t~e Mortgagee thereof, and, at the option of the Mortgagee, this Mortgage shall thereupon b~come due and payable in full upon demand. (6) The covenants, conditions and agreements contained in this Mortgage shall bind, and the benefits thereof shall inure to the respective parties hereto and their respective heirs, executors, administrators, successors and assigns, and if this Mortgage is executed by more than one person or other legal entity, the undertakings and liability of each shall be joint and several. (7) The Note secured hereby shall evidence and this Mortgage shall cover and be security for any future advances or loans that may be made by Mortgagee to Mortgagor at any time or times hereafter and intended by Mortgagor and Mortgagee to be so evidenced and secured, and such loans and advances shall be added to the principal debt. WITNESSETH the due execution hereof the day and year first above written. i~-~~ (SEAL) '3,~, BK I 9 0 8 PG 3 8 7 0 3 . ~ " COMMONWEAL TH OF PENNSYL VANIA :8S: COUNTY OF CUMBERLAND ,. On this the z.V day of May, 2005, before me, a Notary Public the undersigned officer, personally appeared JASON R. BEALS and JAMIE M. BEALS, known to me (or satisfactory proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA Notarial Seal . Roger B. Irwin. Notary Public Carlisle 801'0, Cumberland Cou My Commission Expires Oct. 3, 2008 Member, PennsYivania Association Of Notaries 1. ~ CERTIFICA TE OF RESIDENCE OF MORTGAGEE I hereby certify that the. pre~ise residence of the Mortgagee within is ~ ~~. C'k /3ot{ rS~ ~ _ ~ /~ 17r)'J. LM.v,:J , ~ LkN,,~ ~ 0. c1Ga-' Attorney (M rtgagee COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND Recorded in the Office of the Recorder Qf Deeds in and for said County on the _ dayof , 2005, in Mortgage Book , Page . Witness my hand and seal of said office the day and year aforesaid. Recorder IRWIN & McKNIGHT ATTORNEYS -{ - --,. {:'l':.'..O ~ :,t ", / r)/~\. 4 ~~'r Ci r -D~~:f:;.1S R\{ , 908 PG 3 87 \ 1 ' mM&I'Bank .t' ACCOUNT . TYPE ACCIIUHT.NO. 90039998 RELATIONSHIP CHECKING WITH INTEREST JUL.29-AUG.29,2006 1 OF 1 00 o 06128M NH 017 134S0 MARGARET G WHISTLER 442 WALNUT BOTTOM RD RM H-7 CARLISE PA 17013 INTEREST PAID YEAR TO DATE 4.49 CARLISLE WEST ... . NG:: : ::;::::ULAHtE< ACCOUNT SUMMARY 0.00 6,636.S2 .TS' . OTHER <ADDITIONS : : .. NO. AttOUNT o 0.00 CHECkSPAIO. NO. AMOUNT o 0.00 ACCOUNT CRIPTION 07-29-06 BEGINNING BALANCE 18-02-06 INTEREST PAYHENT 18-02-06 CLOSEOUT '6,636~S2 0.08 6,636.60 0.00 ENDING BALANCE to.OO ANNUAL PERCENTAGE YIELD EARNED = 0.11 % FOR QUESTIONS ABOUT YOUR ACCOUNT CALL 1-800-724-2440. DO YOU KNOW SOHEONE WHO COULD USE ADDITIONAL RETIREHENT INCOHE? WITH HIT"S REVERSE MORTGAGE, HDHEOWNERS OVER 62 CAN RECEIVE TAX-FREE INCOME.. - FUNDS CAN BE USED FOR ALHOST ANYTHING AND THERE ARE NO HONTHLY LOAN PAYHENTS. - NOW AVAILABLE IN NEW YORK, PENNSYLVANIA, HA RY LAND , VIRGINIA AND WASHINGTON DC. TO FIND OUT HORE, CALL 1-800-296-4103 OR VISIT HANDTREVERSEHORTGAGE.COH. *CONSULT YOUR TAX ADVISOR. HIT IS AN EQUAL HOUSING LENDER. . t' - ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Sovereign Bank Margaret G Whistler 174-05-3202 July 15, 2006 Account #: 2895325088 Type: In the name of: Margaret G Whistler Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: CD $12,573.69 6/30/2006 $30.15 Open date: 1/8/2002 $315.17 . Account #: 2891024869 Type: Checking Open date: 8/11/1999 In the name of: Margaret G Whistler Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 11/10/05 for $12,277.15, customer issued check Page 1 of 1 . ~ ff ~ cltlgroUpJ SMITH BARNEY ~~nw~t AUG 24 2006 IR [Ylc.Kl'JIGHT August 21, 2006 Irwin & McKnight 60 West Pomfret Street Carlisle, P A 17013 (717) 249-2953 Re: Estate of Margaret G. Whislter Date of Death July 15, 2006 Social Security # 174-05-3202 Dear Roger, I received your r~quest for an estate valuation on Margaret G. Whistler. I have enclosed all the information that is needed. You may note that the money market balance is not included in the Unrealized Gain/Loss Detail Report. The balance as of 7/17/06 was $ 10,588.11. The account for Margaret G. Whislter was established in 10/1 0102. Margaret G. Whistler's account with Citigroup/Smith Barney has been a single account with no other changes since. If you need additional information please contact me at 800-348-1776. Thank you, /~~/7c{~L7~ K.Brooke Black ~ 1I N ~ r:t b e ~ tl.s- ;CoR ~a:l_ o -g ~ I:: ~ ~ca.!a 'Qll:;:~ ~~8 ~I 2E !?~ ......, o . - -; ... G Q It It ~ '" ~ "=' ~ ;; S ~ to o o C'iI ....... ~ - ....... ~ o ..... o ~ ~ 4.) ~ '0 "S: Cd Q ....... t:: ~ C) ~ (/J .!aM ~CO .QM U'"1 >.~ .o~ '0' 4.)t-- ~r::: Q., 4.) " I-o..c:: o..~ co - I ~ CO CO C'iI o ~ M t-- .... C) ~ ~ ~ to ~;E ~ .. - &: (I> Q.. Ci5 ~ <.) ....... '0 .a Z ~~ 1ft U - .... } ~ z 1E o <.) ~ ~ C,) ::J o t.J Z C ~ g t.J ~~ :a 0 o ::t: -JI~ ...... 0 o r-. 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Box 15403 Amarillo, TX 79105-5403 (800) 233-2947 AIG Life Insurance Company September 26, 2006 Roger B Irwin Law Offices Of Irwin & Mcknight W Pomfret Professional Bldg., 60 West Pomfret St. . Carlisle, PA 17013-3222 Re: Name of Deceased: Contract Number: Beneficiary: Margaret Whistler T001515640 The Estate Of Margaret G Whistler Dear Sir or Madam: We have received notification of the death of Margaret Whistler, the owner/annuitant of the referenced contract. On behalf of AIG Life Insurance Company, we wish to express our sincerest condolences for your loss. The following items are enclosed: Date of Death Value: $51,795.09 1) Claims Checklist - A list of items required to initiate a claim for this contract. 2) Beneficiary options page - A list of claim options available to the referenced beneficiary. 3) Applicable documents for completion. We appreciate your prompt attention to this matter. Should you have any questions or require further assistance, please contact our Client Care Center by using our toll free number of 1-800-233-2947. Sincerely, d.'-nj.~ B.M. Graves Annuity Claims Manager Enclosures AIG Cvr Ltr t# · - AlM.Amtm!Y AlG Annuity IDIurance Company A Stock Coatpuy 205 But 10th Avenue AmariDo, Texas 79101-3546 Tc1epbone: 800.424.4990 September 25, 2006 Roger B Irwin Law Offices Of Irwin & Mcknight W. Pomfret Professional Bldg., 60 West Pomfret St. Carlisle, PA 17013-3222 . Re: Name of Deceased: Contract Number: Beneficiary: Donald A Mc Cullough Margaret Whistler BX205175 Paul R. Whistler, V. Pauline Oiler, Denny H Mc Cullough, Dear Sir or Madam: We have received notification Qfthe death of Margaret Whistler, the owner/annuitant of the referenced contract. On behalf of AIG Annuity Insurance Company, we wish to express our sincerest condolences for your loss. The following items are enclosed: 1) Claims Checklist - A list of items required to initiate a claim for this contract. 2) Beneficiary options page - A list of claim options available to the referenced beneficiary. 3) Applicable documents for completion. The value of policy on the date of death was $33,654.27. We appreciate your prompt attention to this matter. Should you have any questions or require further assistance, please contact our Client Care Center by using our toll free number of 1-800-424-4990. Sincerely, "t.c-m. ~ B.M. Graves Annuity Clainfs Manager Enclosures AlGA Cvr Ltr 000 COUNTY OF CUMBERLAND COMMONWEAL TH OF PENNSYL VANIA : SS Pauline G. Oiler and Thomas A. Oiler the Estate of Marl!aret G. Whistler , being duly sworn according to law, deposes and says that they are the Co-Executors of , late of the Borou2'h of Carlisle , Cumberland County, Pennsylvania, deceased and that the within is an inventory made by Pauline G. Oiler and Thomas A. Oiler, the said Co-Executors of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn and subscribed before me, . this I I'll...- day of October ,2006. ~~\ } } } } } } } } } ()Jc~,--h-v- ~ _ ~ Pauline G. Oiler, Co-Executor 1304 Sorin2' Road Carlisle. P A 17013 ;:;a:.~~;~~ Date of Death 15 Day 39 Nelson Drive Carlisle. P A 17013 C"\ Co ::::: :0 ~!i ";"" ;:JOO ,)011 >~'c :-J :0 - ~ ~ 07 Month INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty. 4. See Article IV, Fiduciaries Act of 1949. -g <Il ell ~ 8 fl) ~ 0 >< ~ ci ~ E-< ~ en .~ ~ ..... ::c > ~ ~ ~ ~ .c:: >- 0 0 :::I <Il ~ en d = ~ ~ ~ e = ::c Q., fl) ....J u.. E-< 0 Q., Z E-< ....J ~ ~ 0 ~ :>. ..... ~ u.. ~ ~ fl) 0Cl 3 E 8 0 <( 0 0 i :::I ..0 Z 0 0 en ~ U 0 ~ ~ <( U I ~ g: "0 ..... ~ = N as ci '- ;:: 0 fl) Z .0 S E as :::I ....J U - fl) OJ) as ~ ~ "0 ~ u: ~ o o al l"'--:l = c:::>> CT' o n --I n f1~ _'" J (_) rn _) G)L ti':- :J:J. ---j c.-:J f"') en :r:JCJ ,---.., C) '-t, -=n -n c-=) ITl N -0 :x ~ U1 -J l;~ fl) .. '3 Inventory of the real and personal estate of MARGARET G. WHISTLER , deceased 1. M&T Bank - Checking Account $6,636.52 2. Sovereign Bank - Certificate of Deposit $12,603.84 \ 3. Citigroup Smith Barney - Money Market Account $10,588.11 4. Citigroup Smith Barney - Various Funds $538,314.00 5. Mortgage to Jason R. and Jamie M. Beals $143,302.72 TOTAL $711,445.19 "