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HomeMy WebLinkAbout10-13-06 '-'!-V1 ('I; eX . " l(Jl I- Z W C W U W C COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECI,DENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) Haratine Helen aka Helen E DA TE OF DEATH (MM-DD- Year) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 0 8 0 COuNTYCOOE -vEA~ - - NUMaER- - SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 5 0 7 - 1 6 - 3 904 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2/9/2006 4/12/1920 (IF AI'PLlCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Oavd H, Stone, Es uire 414 Bridge Street FIRM NAME (If Applicable) Stone La Faver & Shekletski TELEPHONE NUMBER ,_) 717 774-7435 New Cumberland (=2 p 147,000.00 884.40 UJ f- ~~en uc::~ UJg,u :I:c::9 Uo..lD 0.. <( f- Z UJ o z o 0.. en UJ c:: c:: o U z o j:: e:( ..J => != a. e:( u w a::: IX] 1 Onginal Return D 4. Limited Estate IX] 6. Decedent Died Testate (Aileen copy of Will) D 9 Litigation Proceeds Received 1 fleal Estate (Schedule A) 2 Stocks and Bonds (Schedule B) SOCIAL SECURITY NUMBER D 2, Supplemental Return D 4a. Future Interest Compromise (dale of dealh after 12-12-82) D 7. Decedent Maintained a Living Trust (AlIach copy of Trusll D 10. Spousal Poverty Credit (daleofdealh belween 12-31-91 and H95) D 3, Remainder Return (dale of dealn prtorlo 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) (AlIacn Sch 0) (1) (2) (3) (4) (5) ;---11 .-';', (...) -0 ':~~t: J Closely Held Corporation, Partnership or Sole-Proprietorship (..) 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. cointly Owned Property (Schedule F) [J Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 11 Total Deductions (total Lines 9 & 10) 12 Net Value of Estate (Line 8 minus Line 11) 15 Amount of Line 14 taxable at the spousal tax r3le, or transfers under Sec. 9116 (a)(1.2) 16. Arllount of Line 14 taxable at lineal rate 17. A-llount of Line 14 taxable at sibling rate 18 A 110unt of Line 14 taxable at collateral rate 19 T3x Due 99,512.89 N o 4. Mortgages & Notes Receivable (Schedule D) 8 Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (6) 293.00 (7) (8) 247,690.29 10 [ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (9) (10) 21,203.42 3,153.08 (11) (12) (13) 24,356.50 223,333,79 22,333.38 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 z o l- e:( l- => a. :iE o u >< e:( I- (14) 201 ,000.41 0,00 X _(15) 0,00 201,000.41 X ,045 (16) 9,045.02 0,00 X 12 (17) 0.00 0.00 X .15 (18) 0,00 (19) 9,045,02 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Com lete Address: STREET ADCRESS 1905 Dickinson Avenue CITY Camp Hi/I STATE PA ZIP 17011- Tax Payments and Credits: 1 Tax DU'3 (Page 1 Line 19) 2. Credits/Payments A. SpOlsal Poverty Credit B. Prior Payments C. Discount (1) 9,045.02 8.000.00 421.04 .3 Interest'Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C ) (2) 8,421.04 TotallnterestlPenalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 623.98 623.98 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; ........................ ................................................... 0 IXl b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IXl c. retain a reversionary interest; or ...................................................................................................... 0 IXl d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IXl 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?.................. .... .................................. ................... ................... 0 IXl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 IXl 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................... .......... ............................................... .......................... 0 IXl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS lJndpr penaltips of perjury. 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. O"clilr:Jtlon of prpparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE f}<JC.'I.... 0 a€-'- /;.l....... G, c- 0 CI L romwell Ct., ur PA 17050 DATE ADDRESS PA 17070 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 PS 99116 (a) (1.1) (i)J. 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. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the 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 PS. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an l individual :0,11: at least one parent in common with the decedent, whether by blood or adoption. REV-1502 6.'>: + (6-98) . SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA ItJHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Haratine. Helen aka Helen E. 21 06 0180 All real prcoperty 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 DroDertv which is iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Property located at 1905 Dickinson Ave. Camp Hill Cumberland County, PA sold to Walter C. Miller on May 15, 2006 VALUE AT DATE OF DEATH 147,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 147000.00 REV-1503 5X + (6-98) . COMMONWEALTH OF PENNSYLVANIA I~HERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Haratine. Helen aka Helen E. FilE NUMBER 21 06 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0180 ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 884.40 11 shares IBM stock @ $80.40 each TOTAL (Also enter on line 2, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 884.40 REV-15Ofl D: + (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA II\HERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Haratine Helen aka Helen E. ITEM NUMBER 1. FILE NUMBER 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. 0180 DESCRIPTION VALUE AT DATE OF DEATH 100.00 Dining room suite sold 2 M&T Bank-Checking Acct. #40740021 14,746.96 3. Net proceeds on sale of household goods 2,026.90 4. Sovereign Bank-Checking Acct. #2331027005 119.58 5. Sovereign Bank-Savings Acct. #2334018435 Prine. $39,280.39, Int. $25.83 39,306.22 6. Susquehanna Valley Federal Credit Union-Share Acct No. 1580-00, Prine. $43,165.92, Int. $47.31 43,213.23 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 99,512.89 REV-1509 E( + (6-98) . SCHEDULE F JOINTLY-OWNED PROPERTY COMMJNWEAL TH OF PENNSYLVANIA I~IHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Haratine. Helen aka Helen E. FilE NUMBER 21 06 0180 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Bonnie L. Haratine 1904 Dickinson Ave., Apt. 10C Camp Hill, PA 17011 Daughter B c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 7/22/99 Sovereign Bank-CD #2335127979 586.00 50. 293.00 Princ. $585.50, Int. $.50 jOint w/Bonnie L. Haratine TOTAL (Also enter on line 6, Recapitulation) $ 293.00 (If more space is needed, insert additional sheets of the same size) REV-15116::<+(12-99) . COMM)NWEAL TH OF PENNSYLVANIA I~IHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Haratine. Helen aka Helen E. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 06 0180 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1 Trinity Lutheran Church-funeral expenses 244.48 Nancy Martin-funeral music fee 75.00 Myers Funeral Home-funeral expenses 3,026.00 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 David H. Stone, Esquire 13,084.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 368.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Checks written by decedent but not cleared 205.89 2 Check written by decedent but not cleared 11.99 3 Computershare-IBM cert. replacement fee 25.39 4 Liz Stelzer-Reimb. on gas, adv. & miscellaneous 439.42 5 Sovereign Bank-Reimb. for cert. 586.85 6 RM Wire-tax return prep fee 175.00 7 AARP-reimb. 12.50 8 Computers hare-fee for selling stock 16.10 9 Settlement costs ($1,565) less reimb. ($502.61) 1,062.39 10 Eric Stelzer-lawn care at property 60.00 11 Penn Waste-trash at property 42.63 12 Martin Schlesinger-lawn care at property 80.00 TOTAL (Also enter on line 9, Recapitulation) $ 21 203.42 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Haratine, f-elen aka Helen E, Decedent's t~ame Page 3 21 06 0180 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER DESCRIPTION AMOUNT 13 14 15 16 17 18 19 20 21 22 23 24 25. 26. 27. 28. Janet Miller-tax due on property Janet Miller-taxes for property American Water-service at property UGI-gas for property UGI-paymt on service contract at property Verizon-phone servo at manorcare UGI-gas service at property UGI-services at property American Water-water services at property PPL-services at property UGI-gas services at property PA American Water-services at property Cumberland Law Journal-adv. grant of letters The Patriot News CO.-adv. grant of letters Register of Wills-filing Inheritance Tax Return and Inventory Reserve for closing expenses 4.90 472.49 40.84 68.05 16.50 33.84 163.00 129.50 18.86 77.78 196.00 18.31 75.00 142.71 30.00 200.00 SUBTOTAL SCHEDULE H.B7 1,687.78 ~EV-1512 EX + (6-98) . SCHEDULE' DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Haratine. Helen aka Helen E. FILE NUMBER 21 06 0180 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Dr. Sams-services rendered at Manor Care 124.00 2 Moffitt Heart-services rendered 21.70 3 Neighborcare Pharmacy-perscriptions 9.20 4 Neighborcare Pharmacy-perscriptions 314.17 5 Neighborcare Pharmacy-services rendered 1,388.90 6 Manorcare Nursing Home-services rendered 1,192.80 7 Phil haven-psych. evaluation 37.88 8 Manor Care Nursing Home-services rendered 64.43 TOTAL (Also enter on line 10, Recapitulation) $ 3.153.08 (If more space is needed, insert additional sheets of the same size) '."~"no>.(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I~ESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER HaratinA HAIAn ;:Jk;:J HAIAn E 21 On 01RO RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Bonnie Lee Haratine Trust Lineal 40,200.08 1904 Dickinson Avenue, Apt. 10C Camp Hill PA 17011- 2 Timothy J Haratine Lineal 40,200.08 2655 Hawthorne Cove, NE Atlanta GA 30345- 3 Christine M Lee Lineal 40,200.08 22A Connaught Square London Ws 2HJ, England 4 Richard Robert Haratine III Lineal 13,400.03 161 Decatur Street Brooklyn NY 11233- 5 Samuel Scott Herr a/k/a Samuel Scott Haratine Lineal 13,400.03 616 Pinebrook Circle Winter Springs FL 32708- 6 Lyza Beth MacKenzie a/k/a Lyza Beth Rutkoski Lineal 13,400.03 599 Baywood Drive North Dunedin FL 34698- 7 Elizabeth L Stelzer Lineal 40,200.08 10 Cromwell Court Mechanicsburg PA 17050- 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. Cleve J. Fredricksen Library 11,166.69 1 00 North 19th Street Camp Hill, PA 17011 2. Trinity Evangelical Lutheran Church 11,166.69 2000 Chestnut Street Camp Hill, PA 17011 TOTAL OF PART ([ - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 22,333.38 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF HELEN E. HARATINE I, HELEN E. HARATINE, of Camp Hill, Cumberland County, Pennsylva- nia, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every nature and wherever situate, as set forth below: A. Five (5%) percent to the CLEVE J. FREDRICKSEN LIBRARY of Camp Hill, Pennsylvania. B. Five (5%) percent to the TRINITY EVANGELICAL LUTHERAN CHURCH of Camp Hill, Pennsylvania. C. Eighteen (18%) percent to my daughter, CHRISTINE M. LEE, if she survives me, and if not, to her issue, per stirpes. D. Eighteen (18%) percent to be divided equally among the three children of my late son, RICHARD HARATINE, JR.; they are RICHARD ROBERT HARATINE III, SAMUEL SCOTT HERR, and LYZA BETH MacKENZIE. E. Eighteen (18%) percent to my daughter, ELIZABETH L. STELZER, if she survives me, and if not, to her issue, per stirpes. F. Eighteen (18%) percent to son, TIMOTHY JAMES HARATINE, if he survives me, and if not, to his lssue, per stirpes. Page 1 of 5 G. Eighteen (18%) percent to the Co-Trustees hereinafter named, IN TRUST, for my daughter, BONNIE LEE HARATINE, to hold, manage, invest and reinvest the share so received, and the accumula- tion of income thereon. The Co-Trustees shall distribute so much of thp. income and the principal of the trust as the Co-Trustees shall in their sole and absolute discretion deem advisable for the support of my daughter, BONNIE LEE HARATINE, after taking into account all other available resources and sources of income including entitlement to govp.rnment benefits such as Supplemental Security Income, Mental HRalth/Mental Retardation Services, Children and Youth Services, Vocational Rehabilitation Services, Attendant Care, or any other type of government benefit or services. It is my intent that this trust shall supplement and not supplant any otherwise available government bRnefits. Upon the death of my daughter, BONNIE LEE HARATINE, the thp.n remaining principal and accumulated income shall be distributed to her issue, per stirpes, and in default thereof, shall be distrib- utp.d to my issue then living, per stirpes. ITEM II: I appoint my daughter, ELIZABETH L. STELZER, and her hushand, KURT STELZER, Co-Trustees of the trust created for my daugh- tRr, BONNIE LEE HARATINE. Should both of them fail to qualify or cease to act as such, a successor Trustee or Co-Trustees shall be selected by a majority of my then surviving children. Page 2 of 5 :'.f..,..,......'...', ITEM III: I appoint my son, TIMOTHY JAMES HARATINE, and my daughter, ELIZABETH L. STELZER, Co-Executors of this my last will. ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his or her duties in any jurisdiction. IN WITNESS WHEREOF, I, HELEN E. HARATINE, have hereunto set my hand and seal this /.;:.t day of L[ i.vJ~ ~. ,.// , 2003. //c ~ L- 8.:C ~h;t ..~~.. Ee/,.< .... ..c...... HELEN E. HARATINE SIGNED, SEALED, PUBLISHED and DECLARED by HELEN E. HARATINE, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the 8resence of each other, have subscribed our names as witnesses. . ?JJ2J:, ~(~ l.vi tness i;~MQ tit . J ,/-) ~J {tiJA~LJ~-UJ fYj Address I K)~w C\,lwb-t lCLL1J R Address J Page 3 of 5 ,.,. .""'~ '.... ......_....''"'' """_,_"~""'"'J"O';""_C""""":~"'''''''olI!'",,,,,o''"'''''''''''~':>,\~,,,~~,,,,,,,,,-'~''~~'f';'''~"_,,,,-'ft__"'-":''''_.:r''-';O;~'i'-'' ..It',...,.:'......~r.....,.~......._..'".,..,...'''.~;,.,,..~-.-.-,,.."$'''~., ,-'; ....,'...',.,...'.!"'. '",+I.' ";<,'.11'" . COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND I, HELEN E. HARATINE, the Testatrix whose name is signed to the att~ched or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. / ,<,/ ,,' 2' -/ /~ )/.( &IL/ ..~_.~ ~ C.>n :z..u HELEN E. HARATINE Sworn to or affirmed to and acknowledged before me by HELEN E. .'11 HARATINE, the Testatrix, this J~ day of o/A--Li. , 2003. NOTARIAL SEAL KAYE R. LUCKEY. Notary Public New Cumberland Born. Cumberland Co. My CommissIon EXDires Man:h 27 2Qf;l5 ....,. _-' ........... J .) i1 '~. / -,e *~~--RJ{ . 0- Notar PUblJ.- i~OTARIAL SEAL ~ \1'\'fr;:.~..R.lUCKEY. NolarY Pubbl.IC.. . '. . oerland Bao. Cumberlano Go. 'T;!:;sion Exph8 ~ 27. ~\~ Page 4 of 5 ";"~"~~4- r:;~w.t~~'-.~fl'.""""".,,.,.:..4....,V~'~ ,.,......~~_~~l-"'r,~,--..:;l.~T,P""T'..-~~..~-~~.~",~"'T,'-~f>'~\i.~~"~'~~'~,'.?"~'''-~~~i~'f~''I''ft;Ji"..~, '~-'!~,f::~~~"!i~.~-f~~'~r-,f.l:~~'~"~_:, COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND we,Q^\o ~4S~~Y-J and t<o.-~~l~Q.1/l ~P,ivYl the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she 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 will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. .~~"<(~ Wltness w~Q Sworn to or affirmed to and acknowledged before me by CilJar/es 1/ SICJ/J(!, and K)i+Rleen Ke;m witnesses, this ~ day of f2t1A_J ~:r~t!a~~-t;, , 2003. Page 5 of 5 ~ NOTARIAL SEAl KAYE R. LUCKEY. Notary Public New Cumberland Born. Cumberland Co. My Commission Expires MlRh '0, 2005 -- .......- ".-- ~~-~1B.~~tt:~~~~~;::''''''~'lII!!lIr~ lC\,J~d\HA?ATlrJErfiELEN-EXDEED PARCEL # DEED ~ THIS INDENTURE made the ~ day of (1, ~ (t in the year 2006, between Timothy J. Haratine and Elizabeth L. Stelzer, Co-Executors of the Last Will and Testament of Helen Haratine a/k/a Helen E. Haratine, late of the Borough of Camp Hill, County of Cumberland and Common- wealth of Pennsylvania, of the first part, hereinafter called the C-;rantor, - AND - Walter C. Miller, married man, of the second part, hereinafter called the Grantee; WHEREAS, the said Helen Haratine a/k/a Helen E. Haratine became in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Borough of Camp Hill, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on February 9, 2006, having first made her Last Will and Testament in writing dated April 14, 2003, duly probated and registered in the Office of the Register of Wills of Cumberland County on February 27, 2006, wherein and whereby she appointed as Co- Executors, the said Timothy J. Haratine and Elizabeth L. Stelzer, to whom Letters Testamentary were duly issued by said Register of Wills on February 27, 2006, wherein and whereby said premises hereinafter -1- described were not specifically devised, all as in and by said Will and the records of said Register of Wills more fully appears; NOW THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration of the sum of One Hundred Forty-Seven Thousand and NO/100 ($147,000.00) Dollars, which has been paid to them by the said Grantee at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, release and confirm unto the said Grantee, ALL THAT CERTAIN piece or parcel of land situate in the Borough of Camp Hill, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the southerly line of Dickinson Avenue (50 feet wide) at the dividing line between Lots Nos. 63 and 64, Section "BU on the hereinafter mentioned Plan of Lots; thence along said dividing line South 26 degrees 10 minutes East, a distance of one hundred eighty-seven and ninety-three hundredths (187.93) feet more or less to Lot No. 55, Section "AU on said Plan; thence along said Lot No. 55 and Lot No. 56, Section "AU, North 67 degrees 43 minutes East, a distance of ninety-eight (98) feet to Lot No. 60, Section "BU on said Plan; thence North 35 degrees 37 minutes West along Lots Nos. 60 and 61 and 62, Section "BU, a distance of one hundred ninety-nine and seventeen hundredths (199.17) feet more or less to the southerly line of Dickinson Avenue; thence in a westerly direction along the south- erly line of Dickinson Avenue along a curve having a radius of one thousand seventy-three and fifty-five hundredths (1073.55) feet, a distance of sixty-four and ninety-five hundredths (64.95) feet more or less to Lot No. 64, Section "BU the Place of Beginning. BEING Lot No. 63, Section "BU on the Plan of College Park, recorded in Plan Book 4, Page 83, Cumberland County records. HAVING THEREON ERECTED a single dwelling house No. 1905 Dickinson Avenue. -2- BEING THE SAME PREMISES WHICH Ronald L. Kautz and Carol B. Kautz, his wife, by their deed dated December 20, 1972, and recorded December 21, 1972, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Record Book Y24, Page 374, granted and conveyed unto Helen Haratine, deceased. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the said Helen Haratine a/k/a Helen E. Haratine, at and immediately before the time of her decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above de- scribed, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantees, to and for the only proper use and behoof of the said Grantees, forever. And the said Grantors, for themselves and their respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantee, his heirs and assigns, that they, the said Grantors, have not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part -3- thereof, is, are, shall or may be impeached, charged, or encumbered In title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seal the day and year first above written. (SEAL) J. Haratine, Co-Executor of the Last Will and Testament of Helen Haratine a/k/a Helen E. Haratine , wi.. L. . --4-. (SEAL) zabeth L. Stelzer, Co-Executor of the Last Will and Testament of Helen Haratine a/k/a Helen E. Haratine STATE/COMMONWEAL~~~~ COUNTY OF &^J On this, the ~ SS: day of M~ , 2006, before me a Notary Public, the undersigned officer, personally appeared Timothy J. Haratine, Co-Executor of the Last Will and Testament of Helen Haratine a/k/a Helen E. Haratine, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS seal. c Notary Public -4- COMMONWEALTH OF PENNSYLVANIA COUNTY OF On this, the day of , 2006, before me a Notary Public, the undersigned officer, personally appeared Elizabeth L. Stelzer, Co-Executor of the Last Will and Testament of Helen SS: Haratine a/k/a Helen E. Haratine, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. Notary Public I hereby certify that the precise address of the Grantee lS Attorney for -5- I-BM - Stock chart, Index chart - MSN Money msn ~-;; .(:;..{. t '21.~etf~. Chart, Ne;.vs ~;napshot Company Report Quotes Charts H istorica I Real-Time Intraday Key Developments Recent News f{I<;edrch SEe Filings I,dvisor FYI Stock Rating Earnings Estimates I,nalyst Ratings Financial Results Insider Trading Ownership ~lessage Board (;tjldt~d RCSI.~drc.h J<,esearch Wizard FlIld ";tocks Stock Screener Power Searches Top Rated Stocks Fl:.!!,jtL:d LlnJ<.-l (')11 (i\1 ~" , I --. r I nVi'.!.'i.tln9 ';1ij(,l..:s 1';'::lit_\ ()r ~~;yn1h(JI: IBM Inti Business Machines )/;i1/J(lO(j \~n. (iSC)!) 79,! 100 !(),'l',lliJ :;q,:j',{)(1 nl"J,(}H)U 1'),97iIiJ 7')'1/00 gO 1 lOO f~O.1300 ~,:r), ')000 sn.J5(J() iiO 1 ::00 KO,~1 'iu {h), c:()(JO SO,~'lOO I'};I)IXI 7:~;.~).Jun I'),! /00 r!I'1 GOI 80, lOOO !C),CJ700 ;)0.6500 812uii:) C;O,I'liOIJ SiJ.ll:'C-I") ~iiJ,9100 ~)O.(,8(;() 8U,8i,OI) SO,')!';!'':l) nl.3JOn hlJ,'inCJi) i~(). 'tIJC() }:)().L1HOO 7'!.SCCIi /'J,'}lliiJ ;',;O,_l;'"jC)I) IJC',(\(f ;,!11..] j)r",\.tt:f:;S (.J.lt'-l i.il; .;'i(!cej hi ; , ,)11 II;tt~rZlcUve Dda Comp,my. i<,tCII,~k PI:( t~~ d,.~ti1 r",(c,\/ic:!c.c! [JY ), i il 1 ') <~~jn tn ;i(),2HIO "U.630U 00, JUlJlJ :< IL' WII) t{!,'r)ClI,) ,,~o, t;r.,r}D HI),! 1 CD f,O <) 100 :'.(U)'jUO ~i1.()<)OO ;(1) HOD ;',O.hOOI) /(j,r-::')(j(j TJ SIOli /"J,)J()O ,~ ~l ~: 1.\l,(I") ~ I ';,'):-/),/( ~, it) /:(;()I) )/l!')~i ,1()(J '),!\I,.t(,(j '\. )l}j, " f)! ~) "j,! I! ,):O1ll :-l,I)/f),,' r; I' Cj ~/ ,i ( J t i ,) ;'; ))Ll I ,I) .1.1'.!i Page 10f2 G I \ '~~11~. (,0 gO. </0 per I,.h. 'J. 8,?l/,<-/0 QlJott:;, h tt r:/ /moneycentraI.msn.com/investor/chartslchartd1.asp?Symbol= IBM&DateRangeF orm=... 9/22/2006 ?/<-~I/)nn6 :m,M'JOG Ji) 1,,)01)6 ;:)1') .l)l:)!)() 2/) J/,!c))t) HI "f;)O 16i,2C'(;6 f>(lY 100 2/ 1 i')/.~OC\(l :n ,';I;!)O -~/ 1 'ti)(Jn(-) ~; 1.1SfJU ?/I,3/)\;Clf) S 1.'11 iJo 1," [(i/l!;C'" 8 1.' H~)OO /l'0/2('j()(-) Hru:ouo iOOfi iiD,<JO'.1O ) I / ~ nCiC) SI}, ['JOn , ..j /9.l")Sl~lt) ;:iO";' /ilO Trade Now ':i'J mlM&rBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 March 13,2006 Stone LaFaver & Shekletski Attorneys At Law 414 Bridge Street POBox E New Cumberland, Pennsylvania 17070 Re: Estate or Helen B Haratine Social Securitv: 507-16-3904 Date of Death: Februarv 09. 2006 Dear Sir or Madam: Per your inquiry dated February 28, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: I. Type of Account Checking Account Account Number 40740021 Ownership (Names of) Helen B Haratine * Elizabeth L Stelzer, POA * Opening Date 08/28/64 Closed 02/27/06 Balance on Date of Death $14,746.96 Accrued Interest $ 0.00 Total ------------------- ----------~------------ ~.._--------- --- -----_._-- --.-- -~ - - - -_.- --.. --- $14,746.96 Please he 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 West Shore Plaza Office # 717-255-2271. Sincerely, /. ,',--:- , : - /.:',' '. I / ,7,_ -7K' }. , Nancy Clagett Records Management t Sovereign Bank Success is COIlJltlence. \;(! CtJn 1x4p Jot, b1(.~ llx,,-e:ll Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 March 9, 2006 David H. Stone Stone LaFaver & Shekletski P.O. Box E New Cumberland, P A 17070 RE: Estate of Helen E. Haratine Date of Death: 2/9/06 Dear Mr. Stone: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, ):" ,,' . / /), /" (' , " i", I: , I, > (" t i( . <111<.1. "L.( .( , "L'- c -. L II\.- l.j (, . t:aurie DiGianddIDenico OAG Team Leader (617) 533-1789 Enclosures Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Helen E. Haratine 507-16-3904 February 9,2006 Account #: 2331027005 Type: In the name of: Helen Haratine Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Closed 3/2106 Checking Open date: 7/2/1992 $119.58 1/22/2006 $0.00 $0.01 Account #: 2334018435 Type: III the name of: Helen Haratine Date of Death Balance: Int.(YTD) from 1/1/2006 to Accrued interest to date of death: Other Info: Closed 3/3/06 Savings Open date: 7/2/1992 $39,280.39 2/9/2006 $25.83 $0.00 Account #: 2335127979 Type: CD In the name of: Helen Haratine or Bonnie L. Haratine Date of Death Balance: $585.50 Int.(YTD) from 1/1/2006 to 1/31/2006 Accrued interest to date of death: $0.50 Other Info: Closed 2/27/06 Open date: 7/20/1999 $1.41 Page 1 of 1 ~ MAR-OB-OB MON 04:30 PM SUSQUEHANNA VALLEY Feu FAX NO, 7177370589 p, 01 SUSQUEHANNA ~ ~ \fALLEY FEDERAL CREDIT UNION March 6, 2006 David f I. Stone Stone LaF'aver & Stlekletski PO Box E New Cumberland, PA 17070 Re: Helen Haratino, deceased SSN 507.16.3904 Dear' Mr. Stone: ThG above rererenced docedent had 21 share account numbor 1580,00 with a date of death balance of $43,165.9? plus accrued interest of $1].7.31 for a total value of $43,213.23. There were no joint owners. If there arc other questions, feci free to call. Sincer~ly, ""'-'// L-'// L .,' >...~) '"",- "::;:C;:Z/{.()~t~~~'-:;. t_arry L. Stoner rresident/CEO 385U HAlnZDALE DRIVE · CAMP HILL, llA 17011-7809 LOCAL: (717) 737-4152 . 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