HomeMy WebLinkAbout10-27-06 (3)
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REV-1S00 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONL Y
FILE NUMBER
2 -06 0 3 4 6
"'COUNTY"COOE ---YEAR- - - N'U'MBER--
DECEDENT'S NAME (LAST FIRST AND MIDDLE INITIAL)
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Peters, Jean, P
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
SOCIAL SECURITY NUMBER
1 50- 0 7 - 8 2 5 4
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OFWILLS
SOCIAL SECURITY NUMBER
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4/7/2006 6/25/1918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
D 3. Remainder Return (date 01 death pnorto 12-13-82)
D 5. Federal Estate Tax Return Required
.1. 8. Total Number of Safe Deposit Boxes
D 11. Election to iax under Sec. 9113(A) (Attach Sch 0)
[X] 1. Original Return
D 4. Limited Estate
[X] 6 Decedent Died Testate IA.llach copy of Will)
o 9 Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date 01 death after 12-12-82)
D 7 Decedent Maintained a Living Trust IAttach copy of Trust)
D 10. Spousal Poverty Credit (date 01 death between 12-31.91 and 1-1-95)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
David H. Stone, Es uire 414 Bridge Street
FIRM NAME (If Applicable)
Stone La Faver & Shekletski
TELEPHONE NUMBER
717 774-7435 New Cumberland PA 17070-
1. Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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160,000.00
OFFICIAL USE ONLY
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)
D Separate Billing Requested
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8 Total Gross Assets (total Lines 1-7)
(6)
188,686.28
(7)
39,577.64
(8)
388,263.92
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
56,248.08
2,052.15
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12 Net Value of Estate (Line 8 minus Line 11)
13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Lme 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
19. Tax Due
0.00 X _(15)
0.00 X _(16)
0.00 X .12 (17)
294,963.69 X 15 (18)
(19)
(11)
(12)
(13)
58,300.23
329,963.69
35,000.00
(14)
294,963.69
16. Amount of Line 14 taxable at lineal rate
0.00
0.00
0.00
44,244.55
44,244.55
i 7 Amcunt of Line 14 taxable at Sibling rate
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20 D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
18 Amount of Line 14 taxable at COllateral rate
Decedent's Com lete Address:
STREET ADDRESS
- 32 North 17th Street
CITY
STATE
PA
ZIP
17011-
Camp Hill
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
44,244.55
40.000.00
2.105.20
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits ( A + 8 + C )
(2)
42,105.20
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
2,139.35
2,139.35
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; ........................................................................... D [XJ
b. retain the right to designate who shall use the property transferred or its income; ........................................ D [XJ
c. retain a reversionary interest; or ...................................................................................................... D [XJ
d. receive the promise for life of either payments, benefits or care? ............................................................. D [XJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?........................................ ...................................................... D [XJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D [XJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [XJ D
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
DATE
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ADDRESS
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PA 17070
DATE
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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 PS. 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
,ndividual who has at least one parent in common with the decedent, whether by blood or adoption.
.
REV-1502 EX + (6-98)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Peters. Jean. P 21 06 0346
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real proaertv which is iointlv-owned with richt of survivorshia must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Property located at 32 North 17th 81. Camp Hill
Cumberland County, PA sold to Christine D. Rathbun on June 9, 2006
VALUE AT DATE
OF DEATH
160,000.00
TOTAL (Also enter on line 1. Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
160,000.00
REV-1508 EX + (6-98)
'*
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Peters. Jean. P
FILE NUMBER
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.
0346
ITEM
NUMBER DESCRIPTION
1 . M& T Bank-CD #031003913820344
Prine. $11,995.77, Int. $49.99
2 M&T Bank-CD #031003913823108
Prine. $10,010.11, Int. $28.82
3 M&T Bank-CD #031003914508494
Prine. $25,000.00, Int. $169.05
4 M&T Bank-CD #031003914578926
Prine. $15,479.95, Int. $12.90
5 Sovereign Bank-CD #1055175879
Prine. $10,000.00, Int. $6.08
6 Sovereign Bank-CD #1055175986
Prine. $37,163.61, Int. $21.38
7 Sovereign Bank-CD #1055176224
Prine. $10,000.00, Int. $7.39
8 Sovereign Bank-CD #1055176414
Prine. $25,000.00, Int. $17.12
9 Sovereign Bank-CD #1055177313
Prine. $20,592.73, Int. $14.78
10 Sovereign Bank-Checking Aeet. #2331025789
Prine. $21,217.68, Int. $.40
11 Sovereign Bank-Money Market #1051078946
Prine. $1,898.36, Int. $.16
VALUE AT DATE
OF DEATH
12,045.76
10,038.93
25,169.05
15,492.85
10,006.08
37,184.99
10,007.39
25,017.12
20,607.51
21,218.08
1,898.52
TOTAL (Also enter on line 5. Recapitulation) $
(II more space is needed. Insert additional sheets 01 the same size)
188,686.28
REV-151O EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Peters Jean P
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 06
0346
This schedule must be completed and filed if 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 1~.C:,"-.JOE ThE t..AME OF THE TR"-NSFEREE. THEIR RELA'7"iON5HIP TO DECEDENT AND DA TE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE J.:...TE 0:= TRANSFER /lTTACH A COpy CF :-~E DEED FOR REAL ESTAlE VALUE OF ASSET INTEREST VALUE
IIF APPLICABLE)
1. Sovereign Bank-CD/IRA Aeet. #0358012367 2,939.12 100. 2,939.12
Prine. $2,939.12, Int. $18.61
2. Southwestern Life Insurance Co.-Annuity #0006196250 36,638.52 100. 36,638.52
beneficiaries: Ronald T. Williams and Andrea S. Hay
TOTAL (Also enter on line 7 Recapitulation) $ 39,577.64
(If more space is needed, Insert additional sheets of the same size)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Ronald T. Williams
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 417 Eutaw St.
City New Cumberland State PA Zip 17070
Year(s) Commission Paid 2006/2007
Attorney Fees David H. Stone, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
.
REV-1511 EX + (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Peters. Jean. P
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
FUNERAL EXPENSES:
Ronald T. Williams-Reimb. for memorial services expenses
Myers Harner Funeral Home-funeral expenses
B.
1.
2.
3.
Street Address
City
State
Relationship of Claimant to Decedent
4.
Probate Fees Register of Wills
5.
Accountant's Fees
6.
Tax Return Prepare~s Fees
1
2
3
4
5
6
7
8
9
10
11
12
Checks written by decedent but not cleared at bank
Check written by decedent but not cleared by bank
Conservative Envirn. Serv.-adv. asbestos removal
Conservative Envirn. Serv.-adv. asbestos removal
ADM Electrical Serv.-services rendered at property
Janet L. Miller-taxes on property
Settlement costs ($11809) less reimb. ($385.12)
PPL Electric Utilities-services at property
PA American Water-services rendered at prop.
UGI-gas services at property
Verizon-telephone expenses
UGI-gas services at property
FILE NUMBER
21
06
Zip
(If more space IS needed. insert additional sheets of the same size)
TOTAL (Also enter on line 9. Recapitulation) $
0346
AMOUNT
1,042.50
369.00
18,412.00
18,412.00
364.00
554.97
9.08
1,300.00
1,300.00
2,000.00
515.15
11,423.88
9.87
25.13
33.04
22.22
9.78
56,248.08
~
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
. Peters, Jean, P
Decedent's Name
Page 1
21 06 0346
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
13
14
15
16
17
18
PPL Electric Utilities-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
10.13
13.66
75.00
116.67
30.00
200.00
SUBTOTAL SCHEDULE H.B7
445.46
~
REV-1512 EX + (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Peters. Jean. P
FILE NUMBER
21
06
0346
Include unreimbursed medical expenses.
ITEM
.NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Internists of Central PA-debt of last illness
37.68
2
Cumberland Apothecary-medications
363.56
3
Manor Care-services rendered
793.38
4
West Shore EMS-ambulance service
57.53
5
Mt. Calvary Episcopal Church-debt of decedent-final pledge made
800.00
TOTAL (Also enter on line 10. Recapitulation) $
2,052.15
(If more space IS needed. insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Peters Jean P 21 06 n14R
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. Winniebeth Hall a/k/a Winnie S. Hall Collateral 5,000.00
843 Harbor View Terrace
Annapolis MD 21401-
2 Catherine E Neuschler Collateral 20,996.37
1451 St. Clair Ave. #1
St Paul MN 55105-
3 Lindsay Ann Krause a/k/a Lindsey Anne Krause Collateral 20,996.37
4501 Clarendon Street
Harrisburg PA 17109-
4 Ryan Paul Krause Collateral 20,996.37
4501 Clarendon Street
Harrisburg P A 17109-
5 Kyle Nornhold Collateral 20,996.37
411 Deerfield Road
Camp Hill PA 17011-
6 Kolton Nonhold Collateral 20,996.37
411 Deerfield Road
Camp Hill PA 17011-
7 Ronald T Williams Collateral 77,490.92
417 Eutaw Street
New Cumberland PA 17070-
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. Fox Chase Cancer Institutional Advancement 25,000.00
333 Cottman Avenue Room C-223
Philadelphia PA 19111-
2 Margaret P Hay Trust Mt. Calvary Episcopal Church 10,000.00
125 North 25th Street
Camp Hill PA 17011-3609
.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 35,000.00
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
.
Peters, Jean, P
Decedent's Name
Page 2
21 06 0346
File Number
Schedule J . Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OFESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8 Jane Ann Arbogast Collateral 10,000.00
311 South High Street
Mechanicsburg PA 17055-
9 Jill Ann Krause Collateral 5,000.00
4501 Clarendon Road
Harrisburg PA 17109-
10 Kurt L Nyhart Collateral 5,000.00
2106 Darby Road
Havertown PA 19083-
11 Gail Williams Nornhold Collateral 5,000.00
411 Deerfield Road
Camp Hill PA 17011-
12 Greg Williams Collateral 5,000.00
436 Orrs Bridge Road
Camp Hill PA 17011-
13 Andrea SHay Collateral 77,490.92
6309 Gradys Walk
Bowie MD 20715-
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LAST WILL AND TESTAMENT
OF
JEAN P. PETERS
JEhN P. PETERS, of the Borough of Camp Hill, Cumberland
County I P'2!'1nsyl vania, being of sound mind, memory and understanding
do hfTeby make, publish and declare this as and for my Last Hill
and Testament, hereby revoking and making void any and all wills
by me at, any time heretofore made.
I.
I direct that my Executor hereinafter named shall pay all my
just debts and funeral expenses as soon as conveniently may be done
after my decease.
II.
I hereby give and bequeath the sum of Twenty-five Thousand
Dolla~s ($25,000.00) unto my nephew, Ronald T. Williams, or if
he does not survive me, then unto his issue, in equal shares, per
stirp.:!s.
III.
hereby give and bequeath the sum of Twenty-five Thousand
Dclllcu"sl:mt 0 the cancer hospital at Fox Chase (Philadelphia, PAl
1.
.
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IV.
I hereby give and bequeath the sum of Ten Thousand Dollars
($10,000.00) unto my niece, Jane Ann Arbogast, if she survives me.
V.
I hereby give and bequeath the sum of Ten Thousand Dollars
($10,000.00) unto the memorial trust for Margaret P. Hay, at
Mt. Calvary Episcopal Church in Camp Hill, PA.
VI.
I hereby give and bequeath the sum of Five Thousand Dollars
($5,000.00) unto Jill Ann Krause, or if she does not survive me
then unto her issue, in equal shares, per stirpes.
VII.
I hereby give and bequeath the sum of Five Thousand Dollars
($5,000.00) unto Kurt L. Nyhart.
VIII.
I hereby give and bequeath the sum of Five Thousand Dollars
($5,000.00) unto my niece, Gail Williams Nornhold, if she survives
me.
2.
IX.
I hereby give and bequeath the sum of Five Thousand Dollars
($5,000.00) unto my nephew, Greg Williams.
X.
I hereby give and bequeath the sum of Twenty-five Thousand
Dollars ($25,000.00) unto my niece Andrea Hay, or if she does not
survive me then unto her issue in equal shares, per stripes
XI.
I hereby give and bequeath the sum of Five Thousand Dollars
($5,000.00) unto my niece Winniebeth Hall
XII.
All the rest, residue and remainder of my estate, whether real
personal or mixed, and wheresoever situate I hereby give, devise
and bequeath as follows:
A. One fourth (1/4) unto my nephew, Ronald T. Williams, or if
he does not survive me then unto his issue, in equal
shares, per stirpes.
B. One fourth (1/4) unto my niece, Andrea Hay, or if she does
not survive me then unto her issue in equal shares, per
stirpes.
C. One tenth (1/10) unto Catherine E. Neuschler.
D. One tenth (1/10) unto Lindsay Ann Krause.
3.
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E. One tenth (1/10) unto Ryan Paul Krause.
F. One tenth (1/10) unto Kyle Nornhold.
G. One tenth (1/10) unto Kolton Nornhold.
XIV.
I hereby nominate, constitute and appoint Kevin P. Krause as
Guardian of the estates of Lindsay Ann and Ryan Paul Krause.
xv.
I hereby nominate, constitute and appoint Gail Williams
Nornhold as guardian of the estates of Kyle Nornhold and
Kolton Nornhold.
XVI.
I hereby nominate, constitute and appoint my nephew
Ronald T. Williams as Executor of this my Last Will and Testament,
but should he predecease me, fail to qualify or cease to act as
such, then I nominate, constitute and appoint John Price, Jr. as
Executor in his place and stead.
4.
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XVII.
No fiduciary acting under this will shall be required to post
bond in this jurisdiction or in any jurisdiction in which he
may act.
IN WITNESS WHEREOF, I, JEAN P. PETERS, the Testatrix, have
unto this my Last will and Testament set my hand and seal this
::< ~ ~ day of October, 2001.
~ -"~d ;0 A~~
ean P. Peters
l/
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by Jean P. Peters,
the above named Testatrix as and for her Last Will and Testament,
in the presence of us who have hereunto subscribed our names as
witnesses at her request, in the presence of the Testatrix and of
each other.
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r~\.de~'\?STEPSESTA~E=2thbu~
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DEED
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THIS INDENTURE made the ~ day of
June
, :..n the
year 2006, between RONALD T. WILLI.~S, Executor of the Last vJill and
Testament of Jean P. Peters, late of the Borough of Camp Hill, County
of Cumberland and Commonwealth of Pennsylvania, of the first part,
hereinafter called the Grantor,
-AND-
CHRISTINE D. RATHBUN, a single woman, of the second part,
hereinafter called the Grantee;
WHEREAS, the said Jean P. Peters 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 April 7, 2006, having first made her Last Will and Testament in
writing dated October 22, 2001, duly probated and registered in the
Office of the Register of Wills of Cumberland County on April 19,
2006, wherein and whereby she appointed as Executor, the said Ronald
T. Williams, to whom Letters Testamentary were duly issued by said
Register of Wills on April 19, 2006, wherein and whereby said premises
hereinafter described were not specifically devised, all as in and by
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said Will and the records of said Register of Wills more fully appears;
NOW THIS INDENTURE WITNESSETH, that the said Gra~~or, for and in
consideration of the sum of ONE HuNDRED SIXTY THOUSAND and NO/100
($160,000.00) Dollars, which has been paid to him 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 lot or parcel of land situate in the Borough of Camp
Hill, County of Cumberland and State of Pennsylvania, more
particularly bounded and described as follows:
BEGINNING at a point on the westerly line of North Seventeenth Street,
at a distance of thirty-eight and one-tenth (38.1) feet measured in a
southerly direction from the intersection of North Seventeenth Street
and Walnut Street; thence in a westerly direction along lands now or
formerly of A. W. Hertzler, one hundred sixteen (116) feet to a point
at line of other lands now or formerly of A.W. Hertzler; thence in a
southerly direction along the last mentioned lands thirty-eight (38)
feet to a point; thence in an easterly direction along lands formerly
of H.R. Lindenberger one hundred sixteen (116) feet to a point on the
westerly line of North Seventeenth Street; thence along North
Seventeenth Street in a northerly direction thirty-eight (38) feet to
a point, the place of BEGINNING.
HAVING THEREON ERECTED a two story frame dwelling house, No. 32 North
Seventeenth Street, Camp Hill, Pennsylvania.
TOGETHER with the use for purposes of ingress, egress and regress of a
private drive twelve (12) feet in width extending from Walnut Street
in an southerly direction over other lands, now or late of A.W.
Hertzler and over the western six (6) feet of the lot herein described
in common with owners and occupiers of other property abutting on said
private driveway.
-2-
BEING THE SAME PREMISES WHICH The Harrisburg National Bank and ~rust
Company, Executor 0: the Estate of Theodore B. Stouffer, by deed dated
August 2, 1968, and recorded August 2, 1968, in the Office of the
Recorder of Deeds in and for CUIT~erland County, Pennsylvania, in
Record Book W22, Page 569, granted and conveyed unto Charles C.
Peters, Jr. And Jean P. Peters, his wife. Charles C. Peters, Jr., died
July 6, 1992, thus by operation of law vesting title in Jean P.
Peters, 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 Jean P. Peters, 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
described, 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 Grantor, for himself and his respective heirs,
executors and administrators, does covenant, promise and agree to and
with the said Grantee, her heirs and assigns, that he, the said
Grantor, has not heretofore done or committed any act, matter or thing
-3-
whatsoever whereby the premises hereby gra~ted, or any part thereof,
lS, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set his hand
and seal the d y and year first above written.
~rr:~
(SEAL)
RONALD T. WILLIAMS, Executor of
the Last Will and Testament of Jean
P. Peters
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF tU'1'JJt.P{lCfL~/. SS:
Q. yJ] ~t
On this, the I day of ,~A~ , 2006, before me a
Notary Public, the undersigned officer, personally appeared RONALD T.
WILLIAMS, Executor of the Last Will and Testament of Jean P. Peters,
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 WHEREOF, I have hereto set my hand and notarial seal.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Susanne K. Sather. Notary Public
Camp Hill Bore. Cumberland County
My Commission Expires Aug. 25. 2009
Member, Pennsylvania Association of Notaries
4i4 U/lH<e- K xiciL
I Notary P6blic
-4-
I hereby certify that the preclse address of the Grantee
is 3 ~ N 6rl11 l7-f1.1 St. l (()M1'p Hill f24: 170 I }
~ fZWA-
Attorney for
-5-
.
I!M&rBank
499 Mitchell Road. Millsboro. DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
May 8. 2006
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
POBox E
New Cumberland, Pennsylvania 17070
Re: Estate of Jean P Peters
Social Securitv: J 50-07-8254
Date of Death: Avril 7. 2006
Dear Sir or Madam:
Per your inquiry received May 03, 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
Certificate of Deposit
Account Number
031003913820344
Ownership (Names of)
Jean P Peters *
Opening Date
04114199 Closed 05101106
Balance on Date of Death
$11,995.77
Accrued Interest
$ 49.99
Total
----------------------------------------------------------------------------------------
$12,045.76
------------------------------------------------------------_________________n______..____
2.
Type ojAccount
Certificate of Deposit
Account Number
031003913823108
Ownership (Names of)
Jean P Peters *
Opening Date
07116101 Closed 05101106
Balance on Date of Death
$10,010.11
Accrued Interest
$ 28.82
Total
-----------------------------------------------------.-----------------
$10,038.93
--------------..-------.....-------------..----------..-------.----------..----------------.-....
3.
Type of Account
Certificate of Deposit
Account Numher
03100391-1508-19-1
Ownership (Names of)
Jean P Peters *
Opening Date
01/18/96 C1osed05/01/06
Balance on Date of Death
$25,000.00
Accrued Interest
$ 169.05
Total
----------------------------------------------------------------------------------------
$25,/69.05
-----------------------------------------------------------------------------------------
4.
Type of Account
Certificate of Deposit
Account Number
0310039/4578926
Ownership (Names of)
Jean P Peters *
Opening Date
09/02/97 Closed 05/01/06
Balance on Date of Death
$15,479.95
Accrued 1nterest
$ 12.90
Total
$15,492.85
-~_.._------_.-..-----.,..-..-....--..-....--..-...-..-..-__mM"'_ .....---------..--..-..-__._____.....Mm.__.m
5.
Type of Account
Safe Deposit Box
Box Number/Location
0001268/ West Shore Plaza
Ownership (Names of)
Jean P Peters *
Opening Date
01/01/50
* For further account information, regarding ownership and any changes, closures and/or reimbursement of
funds, please contact our West Shore Plaza Branch at 1200 Market Street, Lemoyne, PA 17043, or # 717-255-
2271.
Sincerely,
/'-/
//~, 1'/,')'// i/-~ r/!
?f. . -' / v. .,r
Nancy Clagett
Records Management
.
REV-485 EX · (3-04) _ ~.:.l~ -'00
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OEPT 280601
HARRISBURG, PA 17128.0601
SAFE DEPOSIT BOX
INVENTORY
Please Print or Type
COUNTY CODE
21
FILE NUMBER
2006-00346
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RE:;\.),o:NEO TO ABOVE ADDRESS
150-07 -8254
SOCIAL SECURITY (Required I OR DEATH CERTIFICA TE ~UMEER (onlv if SSN il unknownl :
I
,
DECEDENT'S NAME (LAST, FIRST, MIDDLE)
PETERS, JEAN P.
. ADDRESS OF DECEDENT (STREET)
32 NORTH 17TH STREET
DATE OF DEATH
04/07/2006
(CITY)
CAMP HIll
.S""ATE,
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
DAVID H, STONE, ESQUIRE
(STREET NAME)
414 BRIDGE STREET
(CITY)
NEW CUMBERLAND
'STATE.
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a, (NAME) (RELATIONSHIP)
DAVID H, STONE, ESQUIRE ATIORNEY FOR THE ESTATE
(STREET NAME) (CITY) (STATE)
414 BRIDGE STREET NEW CUMBERLAND PA
b, (NAME) (RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
c, (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
M&T BANK
(STREET NAME)
MARKET STREET
(CITY)
lEMOYNE
(STATE)
PA
I NAME OF PERSON MAKING LAST ENTRY
RONALD T, WilLIAMS
DATE AND TIME OF LAST ENTRY
12/12/2005 11: 30 am
, TITLE UNDER WHICH BOX IS REQUESTED
JEAN p, PETERS & CHARLES C. PETERS
DATE OF CONTRACT TO RENT BOX
01/28/1987
NUMBER OF BOX
1268
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a, (NAME)
RONALD T. WILLIAMS
(STREET ADDRESS)
417 EUTAW STREET
(CITY)
NEW CUMBERLAND
b, (NAME)
(STREET ADDRESS)
(STATE)
PA
(ZIP CODE)
17070
(CITY)
"STATE)
. NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
DAVID H, STONE, ATIORNEY FOR THE ESTATE
m WAS A WILL IN THE BOX? [j YES j(j NO If yes, a. Date of will:
b. Name and address of personal representative, It named in the will
,NAMEI
RONALD T. WILLIAMS
ISTREET NAME}
417 EUTAW STREET
(CITY)
NEW CUMBERLAND
:::~":".TEI
PA
c. Name and address of attorney, if any
''''AME:
DAVID H. STONE, ESQUIRE
,STREET NAME'
414 BRIDGE STREET
(CITY,
NEW CUMBERLAND
. S ~., Tio
PA
PA
(ZIP CODE)
17011
PA
(ZIP CODE)
17070
(ZIP CODE)
17070
(ZIP CODE)
(ZIP CODE)
(ZIP CODE)
17043
(ZIP CODE)
,ZIP CODE)
17070
,ZIP CODE,
17070
.
SAFE DEPOSIT BOX INVENTORY Page_Lof--1-
INSTRUCTIONS
The Department is authorized under federal law , 42 U.S.C. S 405(c), to use the decedent's Social Security number In
administenng this state tax law. The Department uses Social Secunty numbers to establish a decedent's identity and
ensure proper credit for tax payments.
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
(6) J
C' St
M
. t t L' t d d 'b
f II
'bl
ewe ry, oms, amps, anuscrlp s, e c; is an escn e as u y as pOSSI e.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
(8) All other contents.
ITEM ITEM DESCRIPTION
NO.
1 HARRIS SAVINGS BANK CERTIFICATE OF DEPOSIT RECEiPT - ACCOUNT #1 0-55-300401
2 HARRiS SAViNGS BANK CERTiFiCATE OF DEPOSIT. ACCOUNT #10-56-225724 wi TRUTH-iN-SAViNGS INFORMATION SHEETS
3 HARRIS SAVINGS BANK CERTiFICATE OF DEPOSIT. ACCOUNT #10-55-314811 wI CERTIFICATE OF DEPOSIT RECEIPT
4 HARRIS SAVINGS BANK CERTIFICATE OF DEPOSIT - ACCOUNT #10-55-292340 wI TRUTH-iN-SAVINGS INFORMATION SHEETS
5 HARRIS SAVINGS BANK CERTIFICATE OF DEPOSTI- ACCOUNT #10-64-259453 wI TRUTH-iN-SA VINGS INFORMATION SHEET
6 HARRIS SAVINGS BANK CERTiFICATE OF DEPOSIT - ACCOUNT #10-55-263583 wI TRUTH-iN-SA VINGS INFORMATION SHEET
7 DAUPHiN DEPOSiT CERTIFiCATE OF DEPOSIT - NO. 8140115045 & RECEIPTS
8 DAUPHIN DEPOSIT CERTIFICATE OF DEPOSIT - NO. 8140924091 & RECEIPT
9 DAUPHiN DEPOSIT CERTIFICATE OF DEPOSiT DiSCLOSURE - ACCOUNT #80000002027212 wi SAVINGS DEPOSIT RECEIPT
10 HARRIS SAVINGS BANK TRUTH-iN-SAVINGS INFORMATION SHEET FOR ACCOUNT #10030024633
11 HARRIS SAVINGS BANK TRUTH-iN-SAVINGS iNFORMATION SHEET
I
i !
I I
I
! I
I I
I CERTiFY UNDER PENALTY OF PE URY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF
CORRE ST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY:
SIGNATURE
DAVID H. STONE, ESQUIRE
p~ I"'~"'" T,T:....E
DATE
I
i CHECK APPROPRIATE BOX
ATIORNEY FOR THE ESTATE
i'l E;O;f>,:~tor ~rll( I = AC'l"~n's!ralo(; lfiX.'
i ~ Estalt:! Representat.....e = J,)Jnf OWf"ler)' ~afe ,~e;::,)s,: ::":;)1:
i
NOTE: Attach additional 8'''" x 11" sheet(s) if necessary or use duplicates of this page of form.
.
t Sovereign Bank
Success is ro,zjuJellce. m- cali help JOU ~1 tbi."l!.'"
Court Ordered Processing / MA 1 MB3 02-10
P.O. Box 841005
Boston, MA 02284
May 4, 2006
Stone LaFaver & Shekletski
Attorneys at Law
P.O. Box E
New Cumberland, PA 17070
RE: Estate of: Jean P. Peters
Date of Death: April 7, 2006
Dear Mr. Stone:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
. f)
~A'!pCiJ <(, c.'>L-
Linda Spavento
OAG Team Leader
(617) 533-1789
(617) 533-193l-fax
.
..
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Jean P Peters
150-07-8254
April 7,2006
Account #: 1051078946 Type: Money Market
In the name of: Jean P Peters, Ronald T Williams PDA
Date of Death Balance: $1,898.36
Int.(YTD) from 1/1/2006 to 3/28/2006
Accrued interest to date of death: $0.16
Other Info:
Open date: 5/18/2000
$1.28
Account #: 2331025789 Type:
In the name of: Jean P Peters
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
Checking
Open date: 1/12/1983
$21,217.68
3/26/2006
$0.40
$1.98
Account #: 0358012367 Type: CD/IRA
In the name of: Jean P Peters, Ronald T Williams PDA
Date of Death Balance: $2,939.12
Int.(YTD) from 1/1/2006 to 1/18/2006
Accrued interest to date of death: $18.61
Other Info: Beneficiary: Estate of Jean P Peters
Open date: 1/18/1985
$29.34
Account #: 1055175879 Type: CD
In the name of: Jean P Peters, Ronald T Williams POA
Date of Death Balance: $10,000.00
Int.(YTD) from 1/1/2006 to 3/31/2006
Accrued interest to date of death: $6.08
Other Info:
Open date: 9/19/1996
$54.78
Account #: 1055175986 Type: CD
In the name of: Jean P Peters, Ronald T Williams PDA
Date of Death Balance: $37,163.61
Int.(YTD) from 1/1/2006 to 3/31/2006
Accrued interest to date of death: $21.38
Other Info:
Open date: 2/3/1997
$192.60
Page 1 of 2
.
.'
..
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DA TE OF DEATH:
Jean P Peters
150-07 -8254
April 7, 2006
Account #: 1055176224 Type: CD
In the name of: Jean P Peters, Ronald T Williams POA
Date of Death Balance: $10,000.00
Int.(YTD) from 1/1/2006 to 3/31/2006
Accrued interest to date of death: $7.39
Other Info:
Open date: 6/12/1997
$66.65
Account #: 1055176414 Type: CD
In the name of: Jean P Peters, Ronald T Williams POA
Date of Death Balance: $25,000.00
Int.(YTD) from 1/1/2006 to 3/31/2006
Accrued interest to date of death: $17.12
Other Info:
Open date: 10/14/1992
$154.27
Account #: 1055177313 Type: CD
In the name of: Jean P Peters, Ronald T Williams POA
Date of Death Balance: $20,592.73
Int.(YTD) from 1/1/2006 to 3/31/2006
Accrued interest to date of death: $14.78
Other Info:
Open date: 1/25/1995
$133.03
Page 2 of 2
.,-s
South\\estern Life Insurance Company
PO Box 749005 Dallas. Texas 75374-9005
1-800- 792-4368
...
July 6. 2006
DA V/D H STONE
A TTORNEY AT LA W
PO BOX E
NEW CUMBERLAND PA 17070
Insured Name: JEAN PETERS
Policy Number: 0006196250
Correspondence Number: 0007 15! S6S
Dear Sir:
Thank you for contacting Southwestern Life Insurance Company.
The value of the annuity referred above as of the date of death was $36,638.52.
If you have any questions, please call the Client Service Center at 800-792-4368, Monday through Friday
from 7:30 AM to 4:30 PM Central Standard Time.
Sincerely,
Ma. A. Paramo
Claims Specialist
OMS NO. 2502-0265 ,
A B. TYPE OF LOAN
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT lDFHA 20FmHA 3.0CONV UNINS 4.0VA 5 OCONV INS
6. FILE NUMBER /7 LOA'" NUMBER
SETTLEMENT STATEMENT 06-360
8 MORTGAGE INS CASE NUMBER
C NOTE ThiS form is fumlshed to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown
Items marked "[POC)" were paid outside /he closing; /hey are shown here for Informabonal purposes and are not Included In the totals
, 0 3JllO {RATHBUN CrlRIST!NE D PF2HD6360t1i
D NAME AND ADDRESS OF BUYER E NAME AND AODRESS OF SELLER F. NAME AND ADDRESS OF LENDER
Chnsllne 0 Rathbun Estate of Jean P Peters
32 North 17th Street
Camp HIli. PA 17011
G. PROPERTY LOCATION. H. SETTLEMENT AGENT 25-1857112 I. SETTLEMENT DATE
32 North 17th Street Midstate Abstract Company
Camp Hill, PA 17011 June 9, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
2331 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BUYER: 400. GROSS AMOUNT DUE TO SELLER:
101 Contract Sales Price 160,00000 401. Contract Sales Price J 160,00000
102 Personal Prooertv 402. Personal Propertv
103 Settlement Charges to Buyer (Line 1400) 2,%0.25 403.
104 404.
105 405.
Adiustments For Items Peid By Seller in advanca Adiustments For Items Paid By Seller in advance
106 Citvrrown Taxes to 406. Citvrrown Taxes to
107 Countv Taxes 06/09/06 to 01/01/07 287.92 407. Countv Taxes 06/09/06 to 01/01/07 28792
108 School Taxes 06/09/06 to 07/01/06 86.87 408. School Taxes 06/0g/06 10 07/01/06 86.87
109 Sewer Proration 06/09/06 to 07/01/06 10.33 409. Sewer Proration 06/09/0610 07/01/06 10.33
110 410.
111 411.
112. . 412.
120. GROSS AMOUNT DUE FROM BUYER 163,345.37 420. GROSS AMOUNT DUE TO SELLER 160,38512
200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201 Deooslt or earnesl monev 8000.00 501. Excess Deoosi! (See Instructions) .
202 PrinCipal Amount of New Loan(s) 502. Settlement Charaes to Seller lLine 14001 11 80900
203 EXlsllng loan(s) taken subject to 503. Existing loan(s taken subiect to
204 504. Payoff of first Mortgage
205. 505. Payoff of second Mortgage
206 1I e (Yl Ul, 506.
207 507. (Deposll disb. as proceeds)
208 3 {',5 I) 508.
209 - 509
Adustn - 1'1023 Arfustmants For Items Unoaid By Seller
210 C,lyrrown Ta J 88 510. C,tvrrown Taxes to
Countv T axe: I County Taxes
211 511. to
212 School Taxe~ 512. School Taxes to
213 513.
214 514.
215 515.
216. 516.
217 517.
218 518.
219. 519.
220 TOTAL PAID BY/FOR BUYER 8.000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 11,80900
300. CASH AT SETTLEMENT FROMfTO BUYER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Buyer (Line 120) 163345.37 601. Gross Amount Due To Seller ILine 420) 160,38512
302 Less Amount Paid By/For Buyer (Line 220) ( 8,000.00) 602. Less Reductions Due Seller (Line 520) ( 11,80900
303 CASH ( X FROM) ( TO) BUYER 155,345.37 603. CASH ( X TO) ( FROM) SELLER i 148,57612
.
.'
"
Buyer
"~'1 TOO "~h '" · '"' .__.,.~ :"""m~:. .,- ~ ";';"
t Seller ~:1;j(' () ..l/i...L L.:e..!> EX
Estale of Jean P. Peters
..
.
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ 160.00000 @ 6 0000 % 9,60000 PAI::-, rF;~\M j ;....e, p;>,.,II.'
D,v,s,on of Commission line 700 as Follows 8"YERS I SL!...ER c:.
701 $ 4.80000 to Rothman, Schubert & Reed I"~. H~C\5 4. T i !',N!)S ~.,.
'Q2 $ 4,80000 to Prudential Thompson-Wood C;f?"lFI,.1E!\: c,.- TT~EMHrr
?03 Commission Paid at Settlement I 96QO Q(
704 to I
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Loan Onainatlon Fee % 10
802 Loan Discount % to
803 Appraisal Fee to
804 Credit Report to
805 Lenders Inspection Fee to
806 Mortaaae Ins. ADD. Fee tD
807 Assumption Fee to
808
809
810
811
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901 Interest FrDm to @ $ Iday ( days %)
902 MIP Totlns. for LiteOILoan tar months to
903 Hazard Insurance Premium for 1.0 vears to
904
905
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months S eer month
1002 Mortaaae Insurance months S eer month
1003 Citv/Town Taxes months S Der month
1004 Countv Taxes months S Der month
1005 School Taxes months @ S per month
1006 months @ S eer month
1007. months @ S per month
1008 months (fj) S Der month
1100. TITLE CHARGES
1101 Settlement or Closina Fee to
1102 Abstract or TItle Search to
1103. TItle Examination to
1104 Title Insurance Binder to
1105 Electronic Document PreD. to
1106 Closlna Service Letter to
1107 Attorney's Fees to
includes above item numbers: )
1108 Tille Insurance to MIDSTATE ABSTRACT 1 158.75
lincludes above item numbers.11 02 1103& 1104 T
1109. Lender's Coverage S
1110 Owner's Coverage S 160,00000 1,15875
1111 Endorsements 100, 300, 8 1
1112 Notary Fee Midstate Abstract Company.
1113 Notary Fee Midstate Abstract Company
1114. Overnight Fees & Handling
1115 Transaction Fee to Rothman, Schubert & Reed 12500
1116. Transaclion Fee to Prudenlial Thompson-Wood 125.00
1117
1118.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Recording Fees: Deed S 41.50; Mortgage S Releases S 41.50
1202 CitvlCountv Tax/StamDs: Deed 1 600.00' Mortaaae 1 600.00
1203 Slate Tax/StamDs: Deed 1 600.00.. Mortaaae 1,600 00
1204
1205
1300. ADDITIONAL SETTLEMENT CHARGES
1301 Survev to
1302 PestlnsDection to Know Swett 35.00
1303 Januarv thru June 2006 Sewer to CamD Hill Borouah Authoritv Acct #2169 85.00
1304 Home Warrantv to Home Warrantv at America 399.00
1305 Home Inspeclion to A&A POC:B250.00
1400. TOTAL SETTLEMENT CHARGESIEnler on Linea 103 S-.:tlon J and 502 Section KI '/ 2,96025 11,80900
u~ slyning p.ge 1 or tIllI Slalflffiflnl, the slgnatones IIdtnowledge receipt 01 II completed copy of page 2 of lhts two page slA1ilel'nenl // /~
.---
Midstate ~b~~ Company
Settlement ent
i>age
..
CerMed tD be a true copy.
(D6.360! M-36Q 13)
\.
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
I
INVENTORY
Estate of Jean P Peters
No.21
06
0346
, Deceased
Date of Death 4/7/2006
Social Security No. 150-07-8254
also known as
Ronald T. Williams
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
I.D No. 39785
Pe~nal ~.yr r~~s~~ve.: ! J;'i' ..,...._51
.1: "1< \QL. )., I(/~'<- - ..,;'t ./
Ronald T Williams
417 Eutaw Street New Cumberland 17070-
Name of
Attorney: David H. Stone, Esquire
Address: 414 Bridqe Street
New Cumberland
Dated
(l,~,./t",
PA 17070-
J
Telephone: (717) 774-7435
Description
M&T Bank-CD #031003913820344
Prine. $11,995.77, Int. $49.99
Value
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12,045.76:')
M&T Bank-CD #031003913823108
Prine. $10,010.11, Int. $28.82
, .~ ,-' J
":10,038.9:).
M&T Bank-CD #031003914508494
Prine. $25,000.00, Int. $169.05
25,169.05
M&T Bank-CD #031003914578926
Prine. $15,479.95, Int. $12.90
15,492.85
Property located at 32 North 17th St. Camp Hill
Cumberland County, PA sold to Christine D. Rathbun on June 9, 2006
160,000.00
Sovereign Bank-CD #1055175879
Prine. $10,000.00, Int. $6.08
10,006.08
Total
(Attach Additional Sheets if necessary)
348,686.28
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative.
include the value of each item. but such figures should not be extended into the total of the Inventory.
RW-4
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Continuation of Inventory
I
Jean P Peters
21
06
0346
Paqe 1
Description of.lnventory
Description
Sovereign Bank-CD #1055175986
Prine. $37,163.61, Int. $21.38
Value
37,184.99
Sovereign Bank-CD #1055176224
Prine. $10,000.00, Int. $7.39
10,007.39
Sovereign Bank-CD #1055176414
Prine. $25,000.00, Int. $17.12
25,017.12
Sovereign Bank-CD #1055177313
Prine. $20,592.73, Int. $14.78
20,607.51
Sovereign Bank-Checking Aeet. #2331025789
Prine. $21,217.68, Int. $.40
21,218.08
Sovereign Bank-Money Market #1051078946
Prine. $1,898.36, Int. $.16
1,898.52
Subtotal $
115,933.61
Grand Total $
348,686.28