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HomeMy WebLinkAbout10-27-06 (3) t REV-1S00 EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 'w 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) I- Z W C W U W C 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 W f- :.:: ~en ua:::.:: w~u J: a:: g Ull.[O ll. <( 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) f- Z W C Z o ll. en W a:: a:: o u 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) z o i= ~ ..J ::> t: Q. ~ U W 0::: z o I- ~ I- ::> Q. :'!: o U X ~ I- 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 -> , j .I,. 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 ....-- ADDRESS r (ly..( PA 17070 DATE '-1'" '.. ,. ., , .. ',' \.~ 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) . <e'~'lm'.[* 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- ,,;"~r:l'l,.,.r.' at b.rc, ! . fl:,' ' ....'. rH . .. ,J , ,. .' l": .~ \ I ~ J \.,J .:.,.1 ~.'1 " r " )'. j ,- J '~ Q~ ,~ r"''f'""''''1'f1lt-~-:.,,, I E...,,~.E I' if . NEl'S ~T ~ I ;':f . ,IE ~TR~~T . H.+:-. ~~ ~'o'ol I ' hi ~tl 11 ' i i "~' III ;J i .i 1 1 I l ' 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. . -. --. ,-,--~.__. v".~, .~...__ ,__ ____..,'".._~.._~ 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 ($5,000.00) unto my niece Winniebeth Hall XII. All the rest, residue and remainder of my estate, whether real personal or mixed, and wheresoever situate I hereby give, devise and bequeath as follows: A. One fourth (1/4) unto my nephew, Ronald T. Williams, or if he does not survive me then unto his issue, in equal shares, per stirpes. B. One fourth (1/4) unto my niece, Andrea Hay, or if she does not survive me then unto her issue in equal shares, per stirpes. C. One tenth (1/10) unto Catherine E. Neuschler. D. One tenth (1/10) unto Lindsay Ann Krause. 3. J(lJ ""'~"' ~.~ 1 .T.u1O ~ ~..... ,. "'-'..""""",,,,-,,~,_..-.........~_._~o_..~ ,_._ ,. ., ..' -~ '.~.'."-'.._~.'-"'''''''~'''<~'_'''''''-'_.'~_.'."...--..,...... ., E. One tenth (1/10) unto Ryan Paul Krause. F. One tenth (1/10) unto Kyle Nornhold. G. One tenth (1/10) unto Kolton Nornhold. XIV. I hereby nominate, constitute and appoint Kevin P. Krause as Guardian of the estates of Lindsay Ann and Ryan Paul Krause. xv. I hereby nominate, constitute and appoint Gail Williams Nornhold as guardian of the estates of Kyle Nornhold and Kolton Nornhold. XVI. I hereby nominate, constitute and appoint my nephew Ronald T. Williams as Executor of this my Last Will and Testament, but should he predecease me, fail to qualify or cease to act as such, then I nominate, constitute and appoint John Price, Jr. as Executor in his place and stead. 4. , c. : - ";.....~.~ ~.~~, ;;;<':1 ,"',~;".. .\ "'&1" . '~li';. ~ ~ ,a ~ ' ~.. ~ ", ',', ....,.. '.t<$'N>"',. ,.#J~,tV..l' ~ "',, ,;I ~ -, ,':i, _~ ~~ ~~~-l/i>" ',,,:'- ~> . ,: : '1 :~: i;~'?. : -'," _ ~K :~~ ~~, ;; '0,/"~ ',':;',- " "I.. .. .~.. ._. _. .. _._"~ " _ ..~ . _, ...~...,.... r .., ..,-.....,,~ ,,,. .r ...,. ~._...-~..- .,....._,.?~ ..."., """,'"'~,""""~""~"~'''''' .'__r.~_~.""",~'"T_..,._.,...,._...~........~ 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. ~~>~ ~;A~~~ 5. r~\.de~'\?STEPSESTA~E=2thbu~ . DEED +'n 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 -1- ~ 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 j i ) . I ,., -J 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 ~ ~ ~ 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