HomeMy WebLinkAbout12-07-06
REV-1500 EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
II 06
00278
_ _ --1_ _ .' J;.OJLNlY coos YEAR____
NUMBER
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
REED, ROBERT S.
DATE OF DEATH (MM-DD-YEAR)
162-22-6436
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DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
02-25-2006
11-12-1927
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
01 Original Return 0 2 Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82)
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:.::!en Limited Estate 4a. Future Interest Compromise (date of death after 5. Federal Estate Tax Return Required
00:::': 12-12-82)
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",00 06 Decedent Died Testate (Attach 0 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
00::-'
0..1D copy of Will) copy of Trust)
0..
<( 09 Litigation Proceeds Received 0 10. Sf-ousal Pove~ Credit (date of death between 0 11. Election to tax under See, 9113(A) (Attach Sch 0)
1 -31-91 and 1-1- 5)
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NAME
Jan M. Wiley
FIRM NAME (If applicable)
Wiley, Lenox, Colgan, & Marzzacco, P.C.
COMPLETE MAILING ADDRESS
TELEPHONE NUMBER
717 -432-9666
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130 W. Church St
Dillsburg, PA 17019
1. Real Estate (Schedule A) (1 ) None OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 1'-.>
89,409.64 C) =
=;:,
::;0 0-'
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None :-;:J CJ
-0 m
4. Mortgages & Notes Receivable (Schedule D) ,-:CC) c-')
(4) None .~I:; c~~ J
~ _'_.J -.J
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 126,283.06 . ,~,-~,.) /',
(Schedule E) -0 ~'-~~ ~i~
Z 6. Jointly Owned Property (Schedule F) (6) 161,781.97 :Ii:: .'- "'r-)
0 o Separate Billing Requested C')
t= N :-Tl
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None -;'~ --
:::l (Schedule G or L) 0 Separate Billing Requested ~ , .
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ii: 8. Total Gross Assets (total Lines 1-7) (8) 377,474.67
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0 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 32,208.71 ~-~-----
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10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 487.54
11. Total Deductions (total Lines 9 & 10) (11 ) 32,696.25
12. Net Value of Estate (Line 8 minus Line 11) (12) 344,778.42
--------
13. Charitable and Governmental Bequests/Sec 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)
(13)
0.00
(14)
344,778.42
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
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0 .045 (16)
t= 16.Amount of Line 14 taxable at lineal rate 0.00 x
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a. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
:a:
0
0 18. Amount of Line 14 taxable at collateral rate 344,778.42 x .15 (18)
x
~ 19. Tax Due
(19)
0.00
0.00
0.00
51,716.76
51,716.76
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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"";?':;;j;Y';-"--
'. ~> BE{&UR~foAN'SWERAllQUESTlONS ON REVERSE SIDE AND RECHECK MATH <<
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Copyright 2002 form software only The Lackner Group, Inc.
Fo~ REV-15oo EX (R,,_ 6-0~
Decedent's Complete Address:
STREET ADDRESS
51 KONHAUS ROAD
I STATE PA
IZIP 17050
CITY Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 51,716.76
42,037.50
2,212.50
Total Credits (A + B + C)
(2)
44,250.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5) 7,466.76
(5A)
(5B) 7,466.76
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;....... ...................... .................................................. [J ~
1"1 I.:l
b. retain the right to designate who shall use the property transferred or its income;.................................... L.J ~
c. retain a reversionary interest; or............................... .......................................................... ....................... 0 ~J
I"' I.'
d. receive the promise for life of either payments, benefits or care?.............................................................. I_J LX.!
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................. .................. ..................................................................... ..............
[]
[!]
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3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................................................................................... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS
MA Y ANN BAN
DATE
104 EAST MAPLEWOOD AVENUE
Mechanicsburg, PA 17050
12./6 C. /0 c..
'DATE '
ADDRESS
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SIGN U PARER OTHER THA REPRESENTATIVE
n M. Wiley
ADDRESS
I .2../ b I.. roC.
I DATt "
130 W. Church St
DiIIsburg, PA 17019
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P .S. S9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. S9116 (a) (1.1) (ii)]. The statute does not 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 P.S. S9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
S9116 1.2) [72 P.S. S9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. S9116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT OF ROBERT S. REED
I, ROBERT S. REED, of the TOWNSHIP OF SILVER SPRINGS, COUNTY
OF CUMBERLAND, STATE OF PENNSYLVANIA, being in good bodily health
and of sound and disposing mind and memory, and not acting under
duress, menace, fraud, or undue influence of any person
whomsoever, merely calling to mind the frailty of human life,
and being desirous of disposing of' my worldly goods while I
have the strength and capacity so to do, I do make, publish
and declare this my LAST WILL AND TESTAMENT. I hereby revoke,
cancel and annul all my former Wills and Testaments, including
codicils thereto, by me at any time made, and declare this alone
to be my LAST WILL AND TESTAMENT.
AS TO SUCH ESTATE AS IT HAS PLEASED GOD To ENTRUST ME WITH IN
THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ:
ITEM 1.
discharge
I direct that my Executors hereinafter named, pay and
all of my just debts, funeral and testamentary
expenses.
ITEM 2 .
I own,
I order and direct that
situate at the ROLLING
I be buried in a lot which
GREEN CEMETERY, CAMP HILL,
PENNSYLVANIA.
ITEM 3. All the rest, residue and remainder of my entire estate,
wheresoever situate, and whatsoever it may consist of, I give,
devise, and bequeath, absolutely, and in fee, to MARY ANN BANKS,
per stirpes.
ITEM 4. I order and direct that my personal representative(s)
hereinafter named, use JAMES M. BACH, ESQUIRE, as the Attorney
for my Estate.
ITEM 5. I nominate and appoint MARY ANN BANKS as Executrix
of this my Last Will.
ITEM 6. I direct that my personal representatives, as well
as their successors, shall not be required to give bond for
the faithful performance of their duties in any jurisdiction.
I2~An ~
ROBERT S.
Page 1 of 3
ITEM 7. I direct that all estate, succession, legacy,
inheritance or other transfer taxes, however designated that
shall become payable: by reason of my death in respect of all
property comprising my gross estate for tax purposes, whether
or not such property passes under this Last'Will, shall be paid
by my Executor out of' my residuary estate.
ITEM .8. I grant to' my personal representatives herein named,
in addition to, but: not in limitation of those powers vested
by law, to be exercised without prior application to or approval
of any court, the power and authority to retain indefinitely
any property, to invest and reinvest any assets or the proceeds
derived from the sale of assets, although said investments may
not be of the character prescribed by law, to sell, convey,
assign, transfer and encumber any property, to pay, settle
or compromise all claims, to make distribution or divisions
in cash or in kind, and in general to exercise all powers in
the management of any property hereunder which any individual
could exercise in the management of similar property owned in
his own right, and to execute and deliver any and all instruments
and to do all acts whlch may be deemed necessary and proper.
(ll{krJ/W'
ROBERT S. REED
WITNE~~ ~_.L(;(WITNESS
Uv'
rt"7/~
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=============================== END =====~=======================
Page 2 of 3
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, ROBERT S. REED the TESTATOR
whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknow-
ledge that I signed and executed the instrument as my LAST WILL;
that I signed it willingly; and that I signed it as my free
and voluntary act for the purpose therein expressed.
Sworn
to
or
affirmed and
acknowledged
before me,
by:
ROBERT S. REED
the
TESTATOR,
1996 .
this
24th
day of
January
IXdiJ~
. STATOR SI ATURE)
NOTARIAL SEAL
ATTORNEY JAMES M. BACH, Notary Public
CUmberland County
My Commission ExplresMay 13, 1999
NOTARY PUBLIC
chanicsburg, PA 17055
mmission Expires: 05/13/99
My
A F F I D A V I T
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We, ESME GOODSIR and YURI GASPAR ,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose
and say that we were present and saw TESTATOR sign and execute
the instrument has his LAST WILL; that the TESTATOR signed
willingly and that he executed it as his free and voluntary
act for the purpose therein expressed; that each witness in
the hearing and sight of the TESTATOR signed the WILL as
witnesses; and that, to the best of our knowledge, the TESTATOR
was, at the time, 18 or more years .of age, of sound mind and
under no constraint or undue influence.
Sworn to o~ affirmed and acknowledged before me, by:
ESME GOODSIR
and
YURI GASPAR
witnesses, this
24th
day of
January
,1996.
WITN~~ ~
WITNESS -f!ii' !lYJ/~
V /
NOTARIAL SEAL
ATTORNEY JAMES M. BACH. Notary Public
CUmberland County My
My Commission expires May 13, 1999
Page 3 of 3
Rev-1503 EX+ (6-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Cumberland Valley Cooperative Association: 150.00
2 Ferris Baker Watts, Inc. holdings Account #8369-4193 89.259.64
(See Attached):
TOTAL (Also enter on Line 2, Recapitulation) 89.409.64
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
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Cumberland Valley Cooperative Association
908 MT. ROCK ROAD
POST OFFICE BOX 350
~
SHIPPENSBURG, PENNSYLVANIA 17257
TELERHONE: 717 532-2197
FAX: 717 532,4353
April 3,2006
The Wiley Group
Jan M. Wiley, Esq.
130 W. Church Street, Suite 100
Dillsburg, Pa. 17019
Re: Estate of Robert S. Reed
Dear Jan:
I can confIrm that Robert's holdings included not only CertifIcate # 9754, which
. you sent me a copy of, but also 2 additional certificates, as follows:
Certificate # 3968
Certificate # 7654
1 share
8 shares
Common Stock
Preferred Stock
1972
1972
His total holdings were 14 shares Preferred Stock and I share Common Stock.
All stock is valued at $10 per share, and the value does not change. It is our policy to buy
back Common and Preferred Stock from estates. Upon receipt of the 3 original
certificates, properly endorsed by the Executor, we will issue a check to the estate for
$150.00.
You indicated fmding only one certificate. If the others can not be found, let me
know. I'll send another form for the Executor to sign that allows us to redeem the stock
without actually having the certificates turned in. It is frequently the case that certificates
are lost or misplaced.
If you have any further questions, I can be reached at the number above.
Cooperatively,
nrfL
Merle Harnish,
Controller
------ - --
DATE 04/27/06 074327
CUMBERLAND VALLEY COOPERATIVE ASSN.
REFERENCE DATE DESCRIPTION VOUCHER AMOUNT
04/25/06 STOCK PURCHASE 068515 10.00
04/25/06 STOCK PURCHASE 068516 80.00
04/25/06 STOCK PURCHASE 068517 60.00
REED ESTATE, ROBERT S.
150.00
~
CUMBERLAND VALLEY COOPERATIVE ASSN.
908 MT. ROCK ROAD
P.O. BOX 350
SHIPPENSBURG, PA 17257
PH: 717-532-2191
ORRSTOWN BANK
EAST KING STREET OFFICE
SHIPPi::NSBURG, PA 17257
60-1503-313 .
No. 074327
074327 04/27/06 ******150.0
One hundred fifty and NO/100
PAY
TO THE
ORDER
OF
ROBERT S. REED ESTATE
C/O THE WILEY GROUP
130 W. CHURCH ST., SUITE 100
DILLSBURG, PA
17019
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AUTHORIZE
..........
II' 0 ? ~ 3 2 ? II' I: 0 3 ~ 3 ~ SO 3 b I:
~ 0 g 2 b bill
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Direct TV Magazine (refund):
VALUE AT DATE
OF DEATH
33.30
2 Hardy's Auction (personal property sale)
18.370.35
3 Kalmbach Publishing Co. (refund):
75.22
4 Lester Erb Oil (refund):
246.64
5 Penn Propane (refund):
251.79
6 PNC Bank CD: 31400273984:
10.211.78
7 PNC Bank Checking Account: 5070085428:
64.081.64
8 Reminisce Magazine (refund):
9.99
9 St. Anthony's Messinger (refund):
16.64
10 The Federal Times (refund):
33.58
11 The Patriot News (refund):
180.60
12 The Sentinel (refund):
112.87
13 The Sporting News (refund):
58.95
14 US Office of Personnel Management - Retirement:
3.593.35
15 USA Today (refund):
92.65
16 Verizon (refund):
4.06
17 Westfield Group Insurance (refund):
158.66
18 Inheritance due from the Estate of Dorothy M. Reed:
28,750.99
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
126,283.06
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
FINAL
SETT,LEMENT
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)CA lION .OF SALE . '::;; {i /(LZ..
5,/;;U/Uh
DATE Of SALE
PHONE
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UCTIONEER
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1&>370,3 (
PROFESSIONAL FEES
AUCTIONEER
I CJ 3. C;U} tV-- \ r70 O{ C€ vi ~~ s -h:G.
CLERK.
$ 1&5} ?Y!
$ /935 dV-
CASH
$
j 0bU,;;C:;
CHECKS
$ /(;7/0./0
CASHIER
$
OTHER RECEIPTS
OTHER EXPENSES.
.1 C//] CD .> if'l /-((ll'Yll'~ Lj . (Y;~). $ /5; I 0 5'
. ~ '?t')
/1f1i/c;ut?,~iAn/-;vJi JJavJ (/d$ 1/'/50
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$
$
$
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/"101 / -In :
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/93 0(<:. /x,~ k Ke! $
01 /1 s h Lt /'(J.. P.. 'fl..' /7Q/9
(j TOTAL RECEIPTS $
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, $
.$
$
$
151 dO
.$
$
JD{) . 00
..$
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fiep
450. ()O
/' y 77J. ~r:
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$
$
LESS TOTAL EXPENSES $
I (or we), the seller,accepfthisseftJement andacknowledgereceiptriLthet:qbove specified net pwceeds
from the auction of my goodsaf1cJpr()p~rty sold on the aboyedate;1 caccept=alL responsibility for providing
'merchantable title toall'goqds,..and'property s6ld,~andfor.delivery of title to the purcpaser. . >:.
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~>?J:.{f.;;t;:/70:t/!/0!- . 'll}la/~!) ()AeJ/t,/1)(!t1 1~t:P/ /Date .5:lJo!o(P
',,<" / tuctione~r or Cashier's Signature ; ~eller's Signature) . r I . /
-:) /:/'<0/1.::-, (/) . Date, Date
(Seller's Signature)
o PNCBAN<
April 17,2006
Jan M. Wiley, Esquire
130 W. Church Street, Suite 100
Dillsburg, PA 17019
RE: Estate of Robert S. Reed, deceased
SSN: 162-22-6436
DOD: 3/25/2006
Dear Attorney Wiley:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account #31400273984
Established 09/13/2005
.. lO,2-IL18
ROBERT S REED
DOD balance: $10,197.51 + $14.27 accrued interest
Checking Account
Account #5070085428
Established 01101/1978
-tt LILt, O~ I.ue{
ROBERT S REED
DOD balance: $64,060.00 + $21.64 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
@;~JtJJk ultJ-k-
Rachelle Wells
1-800-762-1775
P7 -PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FDIC
TOTAL P.01
..
U.S.'pOSTA
U.S. Office of Personnel Management
Retirement Programs
Retirement Operations Center
Boyers. PA 16017
OFFICIAL BUSINESS
PENALTY FOR PRIVATE USE, $300
FORWARDING SERVICE REQUESTED
MARY A BANKS
ADM ESTATE
ROBERT S REED
104 E MAPLEWOOD AVE
MECHANICSBURG PA 17055
i705S+4255-G4 COiS
1"1/11.,,'1'...,1,1,.1.1..'..1. . 1.1.,. J ,.1.1." , 1"" . ,.. I. /I
I - - _-:-. ~
- - __I
I---~
:.-.-_--,
I
L- --".'-=
FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT
You are entitled to a lump sum payment because of the death of a former employee. This payment, shown in Block 5, covers
only benefits due from the Civil Service Retirement and Disability Fund and consists of any unused contributions the former
employee made to the Fund or any accrued annuity payable at the time of his or her death, or the Basic Employee Death Benefi
payable to a surviving spouse under the Federal Employees Retirement System.
1. Name of Deceased Federal Employee 2. Claim Number 3. Date of Birth 4. Date
REED ROBERT S CSF 3026679 11/12/27 06/15/06
5. You Will Receive a Lump Sum Payment For 6. ToBe Sent By 7. Interest (Included in Item 5) 8. Tax Withheld
$ 3593.35 06/29/06 $ NONE $ NONE
9. Remarks
n-=>
<::PD rouorroo ..i.fn 1_. :____..__.& :_~ _ ___ _..~
R125.
HARRY L. BRICKER, JR.
ATTORNEY AT LAW
407 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA
17101-1296
AREA CODE 717
233-2555
E-MAIL -HLBLAW@VERIZON.NET
FAX 233-8555
September 27, 2006
Mr. Paul W. Reed
203 Palace Court
Conway, SC 29526
j Estate of Robert S. Reed, Deceased
clo Jan M. Wiley, Esq.
The Wiley Group
130 W. Church Street, Suite 100
Dillsburg, PA 17019
Ms. Gale T. Ensminger
3557 Elmerton Avenue
Harrisburg, PA 17109
Ms. Lois Reed
229 S. 15th Street
Camp Hill, PA 17011
Mr. Robert F. Taylor
2120 W. Carroll Place
Tampa, FL 33612
Mr. Michael D. Taylor
150 White Birch Circle
Mechanicsburg, PA 17050
Mr. Mark Taylor
200 S. Crestwood Drive
Danville, PA 17821
Ms. Linda Reed
10842 Beeler Street
Henderson, CO 80640
Holy Spirit Hospital
503 N. 21st Street
Camp Hill, PA 17011
Ms. Esther M. Taylor
1955 Bolin Road
North Agusta, SC 29841
Ms. Kathie Merritt
7742 Paseo Del Rey
#2
Playa Del Rey, CA 90293
Ms. Patricia Reed
5491 Kenwood Avenue
Harrisburg, PA 17112
Ms. Mary E. Count
1955 Bolin Road
North Agusta, SC 29841
Ms. Joanne Saylor
52 Cullens Run
Pittsford, NY 14534
Mr. Matthew A. Taylor
199 Birch Lane
Carlisle, PA 17013
Ms. Loraine Taylor
237 Arkansas Avenue
Toms River, NJ 08753
Mr. Scott Reed
1612 Crestleigh Court
Finksburg, MD 21048
Our Lady of Lourdes Roman Catholic Church
225 Salt Road
Enola, PA 17025
Page 2
September 27,2006
American Heart Association
P.O. Box 8835
Camp Hill, PA 17001
Covenant House
Planned Giving
346 West 17th Street
New York, NY 10011
Blue Army of Our Lady of Fatima
P.O. Box 976
Washington, NJ 07882
Bishop McDevitt High School
2200 Market Street
Harrisburg, PA 17103
National Shrine of Our Lady of the
Snows
c/o U.S. Province of the Missionary
Oblates of Mary Immaculate, Inc.
Office of Charitable Gifts
9480 North De Mazenod Drive
Belleville, IL 62223
American Red Cross
1804 North 6th Street
Harrisburg, PA 17102
St. Jude Children's Research Hospital
501 St. Jude Place
Memphis, TN 38105
Cathedral Parish of St. Patrick
212 State Street
Harrisburg, PA 17101
Pennsylvania Association for the Blind
90 E. Shady Lane
Enola, PA 17055
American Cancer Society
National Office of Probate and
Trust Management Services
Attn: Bill M. Roberts
P.O. Box 720366
Oklahoma City, OK 73162
Re: Estate of Dorothy M. Reed, Deceased
Social Security No. - 204-01-8948
Date of Death - December 15, 2004
Estate No. - 0057-2005
Tax 1.0. No. - 43-6920192
Dear Folks:
In lieu of preparing and lodging a formal accounting with the Court, we are
submitting an informal accounting to each of you at this time. If we would file a formal
accounting, the estate would incur additional fees and filing expenses.
Enclosed with each correspondence is a photocopy of the Last Will and Testament
of Dorothy M. Reed.
Page 3
September 27, 2006
This correspondence is to set forth the assets of the above estate as we know them
to be and the expenses as we know them to be. The assets will appreciate, however, they
are in an interest bearing account which pays approximately $60.00 per month and hence,
the distributive shares will reflect these figures.
Our assets are as follows:
1. $50.00 Series EE Savings Bond
Certificate No. - L38617011EE,
Dated 3/1989 $ 60.74
2. Citizens Bank: $ 24,403.05
A. Certificate of Deposit
AccountNo.-6140896347
B. Certificate of Deposit
Account No. - 6140701651
C. Savings Account No. - 6140193877
3. PNC Bank:
A. Certificate of Deposit
AccountNo.-21001022251 $ 54,491.39
B. Certificate of Deposit
AccountNo.-21001022340 $ 19,432.05
C. Savings Account No. - 5130008636 $ 1,243.09
D. Savings Account No. - 5130134472 $ 19,668.96
E. Savings Account No. - 5130135037 $ 78,946.61
4. PNC Investments - Money Market Account
Account No. - 6166-3428 $ 7,239.28
5. Holy Spirit Hospital - Refund of Overpayment $ 50.00
6. CNA - Continental Casualty Company -
Refund of unearned premium
Policy No. - 076447028 $ 1,268.66
Page 4
September 27,2006
7. Internal Revenue Service - Refund for
2004 Income Tax $ 1,190.00
8. Transfer from sub account
AccountNo.-0000005140051662 $ .29
9. Interest on Estate Checking Account $ 629.55
$208,623.67
Our debts are as follows:
1. Register of Wills - Probate $ 438.00
2. The Paxton Herald - Advertisement $ 35.50
3. Dauphin County Reporter - Advertisement $ 65.00
4. Vital Records - Death Certificates $ 108.00
5. MCI - Telephone Service $ 70.89
6. Seligman, Friedman & Company, P.C. -
Preparation of 2004 Income Tax Returns $ 400.00
7. Register of Wills - 2 Short Certificates $ 12.00
8. U.S. Postmaster - Certified Mail $ 5.11
9. Esther M. Taylor - Reimburse for Advance
of Retainer $ 500.00
10. Harry L. Bricker, Jr. - Attorneys Fees $ 24,169.57
11. Harry L. Bricker, Jr. - Photocopy, postage
and phone charges $ 153.06
12. Register of Wills, Agent - Pennsylvania
Inheritance Tax $ 15,394.98
13. United States Treasury - 2005 Income Tax $ 11.00
14. PA Department of Revenue - 2005 Income
Tax $ 20.00
Page 5
September 27, 2006
15. Seligman, Friedman & Company -
Preparation of 2005 Income Tax Returns $
550.00
16. Register of Wills, Agent - Additional
Pennsylvania Inheritance Tax
$ 17,867.82
17. Register of Wills, Agent - Additional
Interest re: Pennsylvania
Inheritance Tax
$ 67.82
$ 59,868.75
Accordingly, you can see that our distributive estate is in the amount of
$148,754.92. This does not including the payments made directly to the beneficiaries from
jointly held assets and the payments made to the beneficiaries from the various annuities
nor does it include direct payments from a mutual fund.
The assets retained by Esther, Paul and Robert that were not deposited into the
Estate Account are as follows:
1.
PNC Bank Checking Account
No. - 5140051662 (Joint with Esther)
$ 7,461.48
2.
$100.00 Series EE Savings Bond -
Certificate No. - C3729167EE
(Joint with Esther)
237.24
$
3.
$100.00 Series EE Savings Bond-
Certificate No. - C139954504EE
(Joint with Esther)
146.28
$
4.
Allstate Life and Annuity Claims
No. - GA207388
(Beneficiaries - Esther, Robert and Paul)
$ 4,756.99
5.
Allstate Life and Annuity Claims
No. - GA 00015137
(Beneficiaries - Esther, Robert and Paul)
$ 21,015.26
6.
American Express Annuities:
(Beneficiaries - Esther, Robert and Paul)
A. No. - 93001875361 4 004
B. No. - 93002478533 7 004
C. No. - 93004108082 9 004
$ 41,061.79
$ 31,984.92
$ 12,134.94
Page 6
September 27,2006
7.
American Express Mutual Fund
(Beneficiaries - Esther, Robert and Paul)
No. - 012414257183002
$ 15.725.58
$134,524.48
The debts expended by, I believe, Esther and not the Estate are as follows:
1.
Funeral Expenses:
A. Paid Newspaper Notice
$
84.92
B. Grave Opening and Closing
C. Tent & Grave Servicing
D. 4 Additional Death Certificates
E. Opening and Closing
$
$
$
$
$
150.00
110.00
8.00
485.00
837.92
It is my understanding that because of the funds received directly by Esther, Paul
and Robert that no reimbursement is being requested for the above stated five (5)
expenditures and some of the assets retained by Esther, Paul and Robert may have been
greater or lesser than we stated. We only had the date of death balances for some of
those accounts.
The decedent had a pre-paid funeral through Musselman Funeral Home &
Cremation Services, Inc.
There was a life insurance policy through Nationwide Life Insurance Company in
which Esther was the beneficiary. Those proceeds were directly sent to Esther.
It is my understanding that Esther, Paul and Robert have chosen to waive the Co-
Executor's Fee.
Having said all this, we believe that we are in a position to make a full and final
report and distribution. Please go over this correspondence and certainly, if you have any
questions at all, please feel free to call. We are enclosing with each correspondence a
Release in the following amounts:
1.
Gale T. Ensminger
$ 5,000.00
2.
Our Lady of Lourdes Roman
Catholic Church
$14,375.49
$14,375.49
3.
Holy Spirit Hospital
Page 7
September 27,2006
4. Esther M. Taylor $28,750.99
5. Paul W. Reed $28,750.99
6. Estate of Robert S. Reed, Deceased $28,750.99
7. Patricia Reed $ 1,250.05
8. Lois Reed $ 1,250.05
9. Mary E. Count $ 1,250.05
10. Robert F. Taylor $ 1,250.05
11. Joanne Saylor $ 1,250.05
12. Gale T. Ensminger $ 1,250.04
13. Michael D. Taylor $ 1,250.04
14. Matthew A. Taylor $ 1,250.04
15. Mark Taylor $ 1,250.04
16. Loraine Taylor $ 1,250.04
17. Linda Reed $ 1,250.04
18. Scott Reed $ 1,250.04
19. Kathie Merritt $ 1,250.04
20. American Cancer Society $ 1,250.04
21. American Red Cross $ 1,250.04
22. Covenant House $ 1,250.04
23. National Shrine of Our Lady of the Snows
c/o U.S. Province of the Missionary
Oblates of Mary Immaculate, Inc. $ 1,250.04
Page 8
September 27, 2006
24. St. Jude Children's Research Hospital
$ 1,250.04
$ 1,250.04
$ 1,250.04
$ 1,250.04
$ 1,250.04
$ 1,250.04
25. Blue Army of Our Lady of Fatima
26. Cathedral Parish of St. Patrick
27. Bishop McDevitt High School
28. American Heart Association
29. Pennsylvania Association for the Blind
We will appreciate all of you signing and dating the Releases, having your
signatures witnessed and notarized, and return all the Releases to this office using the
enclosed self-addressed, stamped envelope. As soon as we receive all of the Releases,
we will immediately forward the checks.
It indeed has been a pleasure to work with all of you.
Certainly, if anyone has any questions, please feel free to call.
Very truly yours,
~~~
Harry L. Bricker, Jr.
HLB, Jr.lbld
Enclosures
fvl~
MEMBERS 1st
FEDERAL CREDIT UNION
~
______.1 'I
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
3156 -00
11/01/1954
$425.74
$.28
$426.02
Mary A. Banks
04/23/1996
LIFE SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
3156 -04
02/01/2001 *
$3,900.00
$2.56
$3,902.56
Mary A. Banks
02/01/2001
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
3156 -05
04/28/1995
$125,284.08
$203.48
$125,487.56
Mary A. Banks
04/23/1996.
:G~ ,BCRS 1ST l=EnCD^L ('"'Dent. Ul\1I0'"
'" '~/' dit3;,"~ ~"~~,, '" "
enise A. Wolfe :),:1-
Insurance servicehupervisor
April 12, 2006
Estate of: ROBERT S. REED
Date of Death: 03/25/2006
Social Security Number: 162-22-6436
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
Rev-1509 EX. (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
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
A. Mary Ann Banks
ADDRESS
RELATIONSHIP TO DECEDENT
Friend
104 East Maplewood Ave.
Mechanicsburg, PA 17055
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 2/1/2001 Members 1st FCU Life Savings Account: 3.902.56 50.000% 1.951.28
3156-04:
2 A 4/23/1996 Members 1st FCU Money Management 125.487.56 50.000% 62.743.78
Account: 3156-05:
3 A 4/23/1996 Members 1st FCU Savings Account: 426.02 50.000% 213.01
3156-00:
4 A 4/25/1996 Real Estate sale - property situate at 51 193.747.79 50.000% 96.873.90
Konhaus Road, Mechanicsburg, PA &
Tax Proration due estate:
TOTAL (Also enter on Line 6, Recapitulation) 161.781.97
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
~ A. Settlement Statement
69 East MIddle Streot U.S. Department of Housing and Urban Development
Gettysburg, PA 17325 OMB No. 2502-0265 fexoires 9/30/2006)
(717) 334-921 B B. TYPE OF lOAN
FAX (717) 334-5108
1. OFHA 2. OFmHA 3. DConv. Unins.
~INC. 4. OVA 5. DConv. Ins.
6. FILE NUMBER 17. LOAN NUMBER
14516678 7476795
8. MORTGAGE INSURANCE CASE NUMBER
C. Note: I~:~s ~~~d u'1P~~~~}~~r~e:a~~ ~u~~~~n;~~ c~O~C;:~;~hse~m.:,:~~~s::;;r:%~~~~~~~~~ ~~~Js:e 1l~~l~~~~~t ::,gc~~~:~el~h::~otals 1 TitleExpress Settlement System
~~~~~o~: ~~~s I~~I~~: :~~~~~~P~D~:~~~~~~ }~:~r:::aw: :~e~n~:I~:du~~t~~~: ~~~tiO:na~60~~~~ S~~~I:~~o1~'O~enaUles upon . Printed 06/28/2006 at 13:26 NJM
D. NAME OF BORROWER: JEFFREY V. NULL and GEORGE K. NULL
ADDRESS: 114 BERLIN ROAD NEW OXFORD PA 17350
E. NAME OF SELLER: ROBERT S. REED ESTATE and MARY ANN BANKS
ADDRESS:
F. NAME OF LENDER: ADAMS COUNTY NATIONAL BANK
ADDRESS: 675 OLD HARRISBURG ROAD P. O. BOX 3129 GETTYSBURG PA. 17325
G. PROPERTY ADDRESS: 51 KONHAUS ROAD, MECHANICSBURG, PA 17050
ALSO: 2795 CARLISLE PIKE NEW OXFORD PA Townshio of Silver Sprinas
H. SETTLEMENT AGENT: Adams Abstract Associates, Inc., Telephone:' 717.334.9216 Fax: 717.334.5108
PLACE OF SETTLEMENT: 69 East Middle Street. Gettvsbura. PA 17325
I. SETTLEMENT DATE: 06/29/2006
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales nrice 193 500.00 401. Contract sales orice 193 500.00
102. Personal Prooertv 402. Personal Prooertv
103. Settlement charoes to borrower Iline 140m 9 473.26 403.
104. 404.
105. 405.
Adiustmeots for items paid by seller in advance Adiustments for items oaid bV seller in advance
106. Citv/lown taxes 06/29/06 to 12/31/06 61.79 406. City/town taxes 06/29106 to 12/31/06 61.79
107. County taxes 06/29/06 to 12/31/06 177.70 . 407. County taxes 06/29/06 to 12/31 /06 177 .7 0
108. School Taxes 06/29/06 to 06/30/06 8.30. 408. School Taxes 06/29/06 to 06/30/06 8.30
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 203221.05 420. GROSS AMOUNT DUE TO SELLER 193747.79
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. DepOsit or earnest money 19 350.00 501. Excess Deoosit (see instructions)
202. Principal amount of new loans 201 200.00 502. Settlement charnes to seller (line 1400) 1 945.00
203. Existino loanls) taken subiect to 503. E,('Jstino loanls) taken subiect to
204. 504. Pavoff of First Mortoaoe Loan
205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
Adiustments for items unpaid bv seller Adiustments for items unpaid bv seller
513. ...
213. ..
214. 514.
215. 515.
216. 516.
217. 51.7.
218. 518.
219. 51.9.
220. TOTAL PAID BY/FOR BORROWER 220 550.00 520."rbT AL REDUCTION AMOUNT DUE SELLER 1 945.00
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120) 203 221.05 601. Gross amount due to seller Iline 420\ 193747.79
302. Less amounts oaid bvlfor borrower (line 22m 220 550.00 602. Less reduction amount due seller (line 520) 1 945.00
303. CASH TO BORROWER 17 328.95 603. CASH TO SELLER 191 802.79
. '.
farm HUD-1 (3/86) ref Handbook 4305.:
SUBSTITUTE FORM 1099 ShELLER ,S,TATE1,M, ..EN1Tm: ThOS..d'nofr:mYOauuf,n~I~~~~~~ ~e8qr~:~e~ ::;'~~~:;~~~d]~~~~~~~~ ~~~~~~l:;~~rr::~:~ ~~:~~~~t~~~~rt~~~e~: ~~~~~~t ~~~~ ~~ic~e~~~:~bt:JI~~ a return
a negligence penalty or at et sane on w p
line 401 above constitutes the Gross Proceeds of this transaction.
(F d Tax ID No' ) with your correct taxpayer Identification number. If you do not provide your correct taxpayer identification
~~~~~~.r;:,I~:y b~el::b~~f.:r:~~~~~ ~~~i~f~~~~~r:s I~posed by la~. Under penalties of perjury, I certify that the number shown on this statement Is my correct taxpayer Idenlificatlon number.
TIN:_"_._'___._ SEllER(SISIGNATUR~IS~':, J
SELlER(SI NEW MAILING AODRESS:
SEllER(SI PHONE NUMBERS:
(HI
(WI
L. SEn~HARGES TilleExoress Settlement Svslem printed 06127/2006 at 14-.48 LGM
PAID FROM PAID FROM
,"0. ,0"'" "",,~'ROK',"' COM","'ON "... " - $I" 500.00" ,."" " BORROWER'S SELLER'S
Division 01 commission lIine 700\ as tollows: FUNDS AT FUNDS AT
701. --:~ to SETTLEMENT SETTLEMENT
702.S to
703. commission oaid at settlement
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orioination Fee %
802. Loan Discount % ADAMS COUNTY NATIONAL BANK 3018.00
B03. . Annraisal Fee to ADAMS COUNi'l NATIONAL BANK 400.00
B04. Credit Reoorl to ADAMS COUNTY NATIONAL BANK 15.00
805. Lender's Insnection Fee
806. Morloaoe Anolication Fee
B07. Assumotion Fee
BOB. doc nreo to ADAMS COUNi'l NATIONAL BANK 85.00
B09. ~ood cerl to ADAMS COUNTY NATIONAL BANK 22.00
B10. underwritino to ADAMS COUNT'( NATIONAL BANK 245.00
B11-
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
90\. Interest From to @$ Idav
902. Morloaoe Insurance Premium for to
903. Hazard Insurance Premium for to
904.
: 905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo.li1l$ Imo
1002. Morlaaoe Insurance mo~(ii)$ Imo
1003. City ProoerlV Tax m;(ii)$ 10.11 Imo
1004. County Prooerlv Tax mo)ffi $ 29.06 Imo
1005. School Taxes mo~(ii)$ 126.38 Imo
1009. Annr""ate Analvsis Adiustment
1100. TITLE CHARGES 0.00 0.00
\101.
1102. Abstract or tille search to Adams Abstract Associates Inc.
1103. Title examination 125.00
1104. Title insurance binder
1105. Document preoaration
1106.
1107. Attomev's tees
!includes above items No'
110B. TItle Insurance . to Adams Abstract Associates.lnc. I
--'-- !includes above ilems No'
ii09. Lender's Polic" . \ ' 368.15
1110 Owner's Pollcv 201 200.00 .4000
iiii End 100 1935'
1\\2 End 300 ~710 E d 00.00 .132B 75
1 n toM!msAb t .
1\:~ co." ,~'" ""'" "',oct"" I" - -
. GOVER .-
",,, R NMENTREeOR" Ad'''''Ab~-
ecordin 01 s ra .
~.;""" 38." NGANOTRANSFE:~~'I" Inc, ~ I--
Samn~ _ Mon ~ @ 1UO ES ~
,n, ~
~~ .
File Number. 14516678
~.s. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
5EiilEMEN1 51 A 1EMEN1
.
.
I.
.
. I ~
~:Ilo
~:
t .
t .
\:I~
<omlll S
1204. record mort-Adams Co.
.
.
.
o.
0.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number: 14516678
lurl" nULl., t~/OOI rcr nanCODOK4.JU::J..;
TitleExoress Settlement Svstem Printed 06/27/2006 at 14:48 lGM
L. SETTLEMENT CHARGES PAID FROM I PAID FROM
700. TOTAL SALESIBROKER'S COMMISSION based on nrice $193 500.00@0.000= BORROWER'S SELLER'S
Division of commission (line 7001 as follows: FUNDS AT FUNDS AT
701. $ to I
702. $ to SETTLEMENT I SETTLEMENT
703. Commission oaid at SetUement I
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Orioination Fee %
802. loan Discount %ADAMS COUNTY NATIONAL BANK 3 018.00
803. Aooraisai Fee to ADAMS COUNTY NATIONAL BANK 400.00
804. Credit Rennrt to ADAMS COUNTY NATIONAL BANK 15.00
805. lender's Insooction Fee
806. Mortoaoe Aoolication Fee
807. Assumntion Fee
808. doc nreo to ADAMS COUNTY NATIONAL BANK 85.00
809. flood cert to ADAMS COUNTY NATIONAL BANK 22.00
810, underwritino to ADAMS COUNTY NATIONAL BANK 245.00
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. interest From to iAl$ Idav
902, Mortoaoe Insurance Premium for to
903. Hazard Insurance Premium for to
904.
, 905,
,
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo.iAl ~ Imo
1002. Mortoaoe insurance mo.iAl $ Imo
1003, Citv Prooertv Tax mo. iAl $ 10.11 Imo
1004. Countv Pronertv Tax mO,iAl ~ 29.06 Imo
1005. School Taxes mo.iAl~ 126.38 Imo
1009, Annr""ate Analvsis Adiustment 0.00 0.00
1100. TITLE CHARGES
1101.
1102, Abstract or title search to Adams Abstract Associates Inc. 125.00
1103. Title examination
1104. Tille insurance binder
1105. Document Preoaration
1106.
1107. Attornev's fees
lincludes above items No: \
1108. Tille Insurance 10 Adams Abstract Associates Inc. 1 368.75
lincludes above items No: 1
1109. Lender's Policv 201 200.00 .40.00
1110. Owner's Policv 193500.00 -1 328.75
1111. End 100 End 300 End 710 Endto Adams Abstract Associates Inc. 200.00
1112.
1113. Closino Svc Ltr to Adams Abstract Associates Inc, 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordino Fees Deed $ 38.50 . Mortnaoe $ 74.50 ' Release $ 113.00
1202. CitvlCountv tax/stamns Deed $1 935.00 . Mortnane $ 1 935.00
1203. State Tax/stamps Deed $1 935.00 . Mortnane $ 1 935.00
1204. record mort-Adams Co. to RECORDER OF DEEDS 100.00
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev
1302. Pest Insnection
1303. tax cert to Silver Sorine Two. Tax Collector 10.00
1304. tax cert to LORETTE M. NACE 20.00
1305. courier to Adams Abstract Associates Inc. 25.00
1306. ESTIMATED 2006/07 SCHOOL T~)oEBRA BASEHORE WIEST 1 766.51
1307.
1308.
1400. TOTAL SETTLEMENT CHARGES I enter on lines 103 Section J and 502 Section K\ 9473.26 1.945.00
PAGE 2
HUO CERTIFICATION OF BUYER AND SELLER
27!&!!jtkvz1~fJv/. ~~yYuL
WARNING: IT IS ACRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMIlAR FORM. PENALTIES UPON CONVlcnON
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAlLS see lll1.E 18:
U.S. CODE SECTION 1001 AND SEC1l0N 1010.
TIlE Wll.,EY
GROUP
ATTORNEYS AT LAW
130 W. CHURCH STREET
SUITE 100
DILLSBURG, PA 17019
FILE COPy
Tax Parcel No. 3804-0539-027 A
INDENTURE
THIS INDENTURE, made the ~14ay of ~--'-
2006, BY AND BETWEEN,
MARY ANN BANKS, EXECUTRlX, under the Last Will and Testament of ROBERT
S. REED, late of 51 Konhaus Road, Mechani'csburg, Pennsylvania, -and- MARY ANN BANKS,
single person, of 104 East Maplewood Avenue, Mechanicsburg, Pennsylvania, herein referred
to as GRANTORS of the One Part,
AND
JEFFREY V. NULL and JACQUELINE C. NULL, husband and wife, tenants by entirity
of a Y:z interest, and GEORGE K. NULL and ALICIA A. NULL, husband of wife, tenants by
entirity of a ~ interest, each Y:z interest to be held as tenants in common, hereinafter referred to
as GRANTEES, of the Second Part.
WHEREAS, RO BERT S. REED, departed this life on March 25,2006, having first made
his Last Will and Testament in writing; and
WHEREAS, MARYANN BANKS was appointed and constituted as Executrix of the
, Estate of said Robert S. Reed by Item # 5 of said Will; and
WHEREAS, MARYANN BANKS, pursuant to the power granted to her, and MARY
ANN BANKS, INDIVIDUALLY, is desirous of conveying said piece or parcel of real estate
described herein, owned by the Estate of ROBERT S. REED and MARY ANN BANKS.
WITNESSETH
That the said Grantors for and in consideration of the sum afONE HUNDRED NINETY-
THREE THOUSAND FIVE HUNDRED ($193,500.00) DOLLARS lawfulmaneyafthe United
THE WILEY
GROUP
ATTORNEYS AT LAW
130 W. CHURCH SfREEf
SUITE 100
DlLLSBURG, PA 17019
States of America, unto her well and truly paid by the Grantees at or before the sealing and
delivery hereof, the receipt whereof is hereby acknowledged, has granted, bargained, and sold,
aliened, enfeoffed, released and confirmed and by these presents do grant, bargain and sell, alien,
enfeoff, release and confirm unto Grantees, their heirs, successors and assigns:
ALL THAT CERTAIN piece or parcel of land situated in the Township of Silver Spring,
County of Cumberland and Commonwealth of Pennsylvania, more particularly bounded and
described in accordance with a survey made by William B. Whitlock, a professional Engineer,
on August 19,1969, as follows, to wit:
BEGINNING at a point in the center of public Township Road T -566, Konhaus Road, at comer
of other lands of the Grantors herein, of which the tract herein described was formerly a part, said
point being located and referenced a distance of two thousand, three hundred fifty-three (2,353)
feet, measured along the center line of said Konhaus Road, in a northwardly direction from the
center line ofTrindle Road (P A Route No. 641); thence along said remaining other lands ofthe
Grantors herein, the following three (3) courses and distances: (1) South seventy-seven (77)
degrees, thirty (30) minutes West, a distance of six hundred forty and fifty-nine one hundredths
(640.59) feet to a point; (2) North twelve (12) degrees, thirty (30) minutes West, a distance of
three hundred forty (340) feet to a point; (3) North seventy-seven (77) degrees, thirty (30)
minutes East, a distance of six hundred forty and fifty-nine one-hundredths (640.59) feet to a
point in the center of public Township Road T -566, Konhaus Road, first mentioned above;
thence along the center line of said Konhaus Road, South twelve (12) degrees, thirty (30)
minutes East, a distance of three hundred forty (340) feet to a point in the same, the point and
place of BEGINNING.
CONTAINING five (5) acres ofland.
IT BEING the same premises that Robert S. Reed, by deed dated April 25, 1996, and recorded
in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania on April 25,
1996, in Deed Book 138, Page 108, granted and conveyed unto Robert S. Reed and Mary Ann
Banks, as Joint Tenants with the Right of Survivorship. The said Robert S. Reed died on March
25,2006, and by his Last Will and Testament duly probated in the Office of the Register of Wills
in and for Cumberland County, Pennsylvania, on March 29, 2006, did nominate, constitute and
appoint as his Executrix, Mary Ann Banks. MARY ANN BANKS, AS EXECUTRIX OF THE
ESTATE OF ROBERT S. REED, AND MARY ANN BANKS, INDIVIDUALLY, IS THE
GRANTOR HEREIN.
TO HAVE AND TO HOLD the said piece or parcel of land above described with
I
I buildings and improvements thereon erected, hereditaments and premises hereby granted and
I
ATfORNEYSATLAW I
130 W. CHUROI STREET
SUITE 100 I
DlLLSBURG, PA 17019 I
I
II
I
I
I
TIIE WILEY
GROUP
released, or mentioned and intended so to be, with the appurtenances, unto the said Grantees,
their heirs, successors and assigns, to and for th only proper use and behoof of the said Grantees,
their heirs, successors and assigns forever.
AND the said MARY ANN BANKS, EXECUTRIX, ofthe Estate of ROBER T S. REED
and MARY ANN BANKS, IND IVID U ALL Y, for herself and her successors, do hereby by these
presents covenant, promise and agree to, and with the said Grantees, their heirs, successors and
assigns, that they the said Grantors have not done, committed or knowingly or willingly suffered
to be done, or committed any act, matter or thing whatsoever whereby the premises hereby
granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered, in title,
charge, estate or otherwise howsoever.
IT WITNESS WHEREOF, the said MARY ANN BANKS, in her fiduciary capacity as
aforesaid and in her own right has caused this Indenture to be executed, attested to and dated the
day and year first above written.
WITNESS:
ESTATE OF ROBERT S. REED
1~/NIJ-8 (SEAL)
by: MARY ANN BANKS, EXECUTRIX
!-5/.1V7 ~ (SEAL)
MARY ANN BANKS, INDIVIDUALLY
THE WILEY
GROUP
ATIORNEYSATlAW I
130 w. CHURCH SfREET
SUITE 100
OD..LSBURG, PA 17019
I
I
I
'I
COMMONWEALTH OF PENNSYL VANIA
SS
COUNTY OF YORK
On this the day of , 2006, before me, the undersigned officer,
personally appeared MARY ANN BANKS, Executrix of the Estate of ROBERT S. REED, and
INDIVIDUALLY, known to me (or satisfactorily proven), to be the person(s) whose name(s)
is/are subscribed to the within deed, and acknowledged that she executed the foregoing Indenture
for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal the day and year
first above written:
NOTARY PUBLIC
MY COMMISSION EXPIRES:
I hereby certify that the precise address
of the Grantee (s) herein is:
ATTORNEY FOR GRANTEE (S)
11
I
I
I
I
I
REV-1151 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 2,460.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Wiley, Lenox, Colgan, & Marzzacco, P.C. 21,000.00
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: 464.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 8,284.71
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 32,208.71
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Gingrich Memorials:
340.00
2
Musselman's Funeral Home & Cremation Services:
2.120.00
Subtotal
2,460.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
'*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal (advertise estate):
75.00
2
Hardy's Auction (Auctioneer fee for sale of real estate & personal property & costs
advanced:
5,287.89
3
Kevin's Lawn Service:
800.00
4
Members 1st FCU (estate checks):
10.75
5
Settlement costs - sale of real estate@51 Konhaus Road, Mechanicsburg, PA:
1,945.00
6
The Patriot News (advertise estate):
166.07
Subtotal
8.284.71
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REED, ROBERT S.
FILE NUMBER
21-06-00278
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 DIRECTV:
28.02
2 Penn Fuel Propane:
58.71
3 PP&L:
192.79
4 Verizon:
59.36
5 Westfield Insurance ( homeowners):
148.66
TOTAL (Also enter on Line 10, Recapitulation)
487.54
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
REED, ROBERT S. 21-06-00278
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (WDrds) ($$$)
Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright sProusal
aistributions, and ransfers
under Sec. 9116(a)(1.2)]
Mary Ann Banks Friend one hundred
104 E. Maplewood Ave. percent
Mechanicsburg, PA 17055
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)