HomeMy WebLinkAbout12-15-06
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0601
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21
06
0726
COUNTY CODE
YEAR
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ma E. Martin
DATE OF DEATH (MM-DD-YV) DATE OF BIRTH (MM-DD-YV)
8/10/2006 4/18/1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
SOCIAL SECURITY NUMBER
162-22-6806
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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1. Original Return D 2. Supplemental Return
4. limited Estate D 48. Future Interest Compromise
6. Decedent Died Testate D 7. Decedent had LMng Trust
10. Spousal Pove Credit
D 3. Remainder Retum
D 5. Fed. Est. Tax Retum Req'd
0_ 8. Total number of SOB's
COMPLETE MAILING ADDRESS:
NAME:
Ronald E. Johnson, Esquire
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717 243..0123
. Ronald E. Johnson, Esq.
Andrews & Johnson
78 W. Pomfret St.
Carlisle, PA 17013 ,..."
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(1 )
(2)
(3)
(4)
(5)
(6)
$87,600.00
$0.00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.CIoseIy Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly OWned Property (Schedule F)
D Separate Billing Requested
7. Inter-VIvos Transfers & Misc. Non-Propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Soh H)
10. Debts of Decedent, Mortgage 1labUItles, & Liens
11. Total Deductions (total lines 9& 10)
12. Net Value of Estate (Une 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
. SEE INSTRUCnONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amnt of Line 14 taxable at the spousal rate, .
or transfers under See.9116(a)(1.2)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Une 14 taxable at coDateral rate
19. Tax Due
20 CHECK HERE IF YOU ARE REQUESnNG A REFUND OF AN OVERPAYMENT
$0.00
$3,388.35
$4,310.58
(7)
$250.00
(8) $95.548.93
$7,080.46
$164.89
(9)
(10)
(11)
(12)
$7,245.35
$88,303.58
$88,303.58
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(15)
(16)
(17)
(18)
(19)
$0.00
$0.00
$60.00
$13,170.54
$13,230.54
X.O_
x.045
x.12
x.15
$0
$500
$87,804
cd' C Add
...
De e ent s ampl ete ress: .
STREET ADDRESS
680 West Louther Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due
2. CredltslPayments
A. Spousal Poverty Credit
B. Prior Payments
C.DiscoUnts
(1 )
$13,230.54
$12,000.00
$631.58
Total credits (A+B+C)
(2)
$12,631.58
3. InterestlPenalty If applicable
D. Interest
E. Penalty
TotaIlnterestlPentally (O+E)
4. If Wne 2 is gleaterthan Une 1 ... Wne 3, enter the dllference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5. If Une 1 + Une 315 greater than Une 2. enter the difference. ThIs is the TAX DUE. (5) . $598.96
A. Enter the Interest on the tax due. (SA)
B. Enter the total of Une5+5A. This Is the BALANCE DUE. (5B) $598.96
Make Check Payable to: REGISTER OF WILLS, AGENT
~ir[~~~rOO~~m~i~~[11~~m~[[~[[[r[[~11[[lm[~~[1[~[OOm~~m~mm~~~ rnoo~m~~~rrnr~~[~[[~1~ll~r~OOOC~~rm~~~1[10000~~~~~m~OOm~~[~~~~[r[~11~i[[~m[[l[m[ ~~~1mIT[
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: CJ ~
b. retain the right to designate who shall use the property transerred or its Income: CJ ~
c. retain a reversionary interest: or CJ ~
d. retain the promise for life of either payments or care? CJ ~
2. If death occurred lifter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? l!:J CJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? CJ ~
4. Did decedent own an Individual Retirement Account, annuity, << other non-probate property which
contains a beneficiary dlslgnation? CJ I!:J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
(3)
(4)
$0.00
Under penaJties d peljury, I declare th8t I have examined .this retum, Including a=ompanylnll schedules and statements, and to the beat of my knowledge and belief, It is true, cornlCland complea.
DATE / '1~'
For datM ofclealh on oraft8rJuIy 1, 11194 and befont January 1,1895, the tax rate ImpoMCl on the net value afnnnra to or for the use of the sUlYIvlng spouNis 31)1, [72P.S. Sec. 9118(a)(1.1)(1)].
For elates d d_th on or after JanUllry 1, 1995. the tax /lite Imposed on the netvalUII aftransfers to or for the use of the auNivlng apouse is ~ [72 P.S. Sec. 9118(a)(1.1)(lI)}.
The ttatut. does not exempt a nnatel' to a.aurviving spaUN from tax, and the atatutory requirements for disclosure of auets and filing a tax return are ItIllappllcable ewn If the aurviYlng apouse is the
only beneficiary.
For dates d deIIth on or 8fter July 1, 2000:
The _ rate Imposed on the net value d nMfels from a d......d child twenty.one years of aile or yovnger at death to or for the use of a natul'lll parent, an adoptive parent,
or . stepparent of the child is ~ [72 P.S. Sec. 9118(.)(1.2)].
The_ rate IrnpoMd on the net value ofnnafers to orforttle use of the decedent, lineal beneficiaries il4.S", except.a noted In 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.9118(a)(1).
The _ rate impoHCl on the net value ofnnafera to or for the UN of the decedent's siblings is 121)1, [72 P.S. See.S1tS(a)(1.3)]. A sibling is defined, under Section 9102, aa an
indMdual who has at Ieat one parent in common with the decedent, whether by blood or adoption.
'-
LAST WILL AND TESTAMENT
. OF
MARY E. MARTIN
I, Mary E. Martin, a legal resident of the Borough of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby
make, publish, and declare this' as and for my Last Will and Testament, hereby revoking all
other wills and codicils heretofore made by me.
. FIRST: I direct that all my just debts and funeral expenses, including my grave
marker, shall be paid from the assets of my estate as soon as practicable after my decease.
SECOND: I direct that ~ taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jUrisdiction imposed, shall be paid frOm my residuary
estate as a part of the expense of the administration of my estate.
TH.J.l(]): I devise and bequeath the sum of Five Hundred and nolloo ($500.00)
Dollars to my brother, John L. Heiges, provided he shall survive me. Should he fail to survive
me, I devise said sum to his daughters, Bonnie Bowman and Marlyn Diehl, equally, or to the
survrvor.
FOURTH: I devise and bequeath the residue of my estate, of every nature and
wherever situate, to my good friends, Glenn and Susan Bear as tenants by the entirety, or to
the survivor. Should both Glenn and Susan fail to survive me, I devise and bequeath the
residue of my estate to their daughter, S~n Busey.
.14114 1 H:' I nominate, constitute and appoint my good friends, Glenn and Susan
Bear, Co-Executors, or the survivor as Executor, of this, my Last Will and Testament In the .
event of the renunciation, death, resignation, or inability to act for any reason whatsoever of
the said Glenn and Susan Bear, I nominate, constitute, and appoint Sharon Busey, Executrix,
of this, ~y Last Will and Testament I hereby relieve my Co-Executors or their successor
from the' necessity of posting security in conneCtio11 with t'1eir duties as such in any
jurisdi<?iion in which they ~ be called upon to act, insofar as I am able by law so to do.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Th.sj;ament, consisting of three typewritten pages, each of which bears my initials, this .
/9{:a. day of d""" vw ~ . 1997. .
~ C 'k7~~ (SEAL)
Mary E. . , Testatrix
,
Signed, sealed, published, and declared by the above-named Testatrix, Mary E. Martin,
as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight
and presence, and in the sight and presence of each other, have hereunto subscribed our
names as witnesses.
.'~~~~~
'IUl~ A, '(081'1
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SSe
I, Mary E. Martin, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do h~eby acknowledge 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 pwposes therein expressed.
Sw~or affirmed to and acknowledged before me by Mary E. Martin, the Testatrix,
this /~ day of ~ 'Y1:/~ . 1997.
.. :!!J::Jf~
Testatrix, . Martin
'"
AFFIDA VIT
COM:MONWEALTHOFPENNSYLVANIA )
COUNlY OF CUMBERLAND )
SS.
We, Edward L. Schorpp and Ll"'J ~ A, ~"W ~ . 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 Testatrix sign and execute
the instrument as her Last Will; that Mary .E. Martin signed willingly and that she executed it
as her free and voluntary act for the purpose therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge
the Testatrix was at that time eighteen or more years of age, of sound mind, and under no
constraint or undue influence.
Swom or affirmed and subscribed to before me by~ward L. Schorpp and
LI'"dA A. p"f.I.t1\ . witnesses, this /~ - day of t:7~~
1997.
_~~d?- (SEAL)
Witness, Edward L. Scho
~~D ,4. ~~
Witness
(SEALt
%..">>-0 ~ ~ 1 d., ^. (SEALt
Notary Public F'D-
Notarial Seal
SUsan K. Guyer, Notary Public
CartlsIe Boro, Cumberlarld County
My Commission expires Sept. 4, 1 ggg
em r, n don
,
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Mary E. Martin
21-06-0726
All real estate owned solely or as a tenant in common should be reported at fair market value with is defined as the price at whiah property would be
excbaogod between a willing buya' and a willing sella', ncitha' being compelled to sell, both having I'CUCIIl&ble knowledge of the relevaut facta.
Pro J -cnmed with Right ofSunivo JIl1IIt he cliJdosed OIl Srhedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1
All that certain house and tract of land situate in The Borough of Carlisle,
Cumberland County, Pennsylvania being known and numbered as
680 West Louther Street, Carlisle, P A 17013. Being the same premises
conveyed to Mary E. Martin and Raymond L. Martin, her husband.
Raymond L. Martin died January 8, 1983 thus vesting full fee simple title
in Mary E. Martin, the decedent
(see appraisal attached)
$87,600.00
Total (also enter on Line 1, Recap)
$87,600.00
ts-H Agency AppratS8ll)ervICes
.
tile NO. 1 UlJU6UO
B-H NJeocY Appraisal ServIces
163 N. Hanover Street
CarUsle,Pa.17013
(717) 243-1000 Ext. 216
Date : October 31, 2006
alent : Estate of Mary E. Martin
680 W. LOuther Street
Carlisle, PI. 17013
In ec:cordance with your request, I have ~ 1SpeCted, as per your Instructions, and appraised the property located at :
. 680 W. Louther Street, carlisle, In the County of Cumberland, Pa. 17013. (Parcel # 05-20-1796-236)
AS per your InstruCtions, the purpose of this appraisal .was to determine wMarket Valuew In unencumbered fee simple title of ownership, as of
the date of death of Mary Eo Martin on AugUst 10, 2006. ThIs appraisal process was done In complianCe with and as defined by "USPAP"
and the Appraisal Standards Board.
1hIs report In It's entirety Is L1leI1ded and valid for the use of the named CUent only, and fs Invalid If photo coPIed In part or In whole by
anyone other bnlhe Cient or the 9Bte CertIfIed Real Estate Appralser(s) named In the report. It fs Intended solely for the CUent, arid shall
not be used by anyone other than the alent without the prior written consent of the alent and the State CertIfied Real Estate Appraiser(s)
conducting the appraISal process..
Note: ThIs Is a Summary Appraisal Report, and contains 14 pages (plus the attached addenda), and any single page is lilYalld If detached or
used separately from the entire report IS originally submitted.
I have determined -Market Value- for the subject property to be 587.600.00.
ThIs report was conducted and prepared with the utmost care and confidentiality and was established with no pre-determined opinion of
value.
Thank you for choosing B-H AtJeocy Appraisal Services
Art Calaman
8.(i 1Mf:Y.... s.-
fie No. 111D081l6
.......rtr AIIIhM:
680 W. ~ StreIt
CdIIe. ... 17013
........... For:
!IIIbl rlMIIY e. Mdn
830YLI..ClUltlIrSt.
c.-. ... 17013
........... ,.. Of:
$08/1012006*
........... 8y:
Go ArtIu' CaIIIlWl
'"" #IIl"1f App'IIIlIl s.vk:II
163 N. ItIInlMr StrIIt
CIrIIIe, PI. 17013
AppIIIIC'MIa: $87,6DO.oo
DaIgnId IIrUnhl... ....... ~ (IOO)8IW721
8-H AaIl&Y AIIDrIiIII SIrvlca
FIle No. 101l1181ll1
lllOOllO6
VII No
cId not,,1hI COlD:l tar 1M far IleUlject plId-. U1IIcIcn &pilkl1II11lIUIII II the n/ysIs of the carh:t fa' lIIe II' lTlhy the nIysls _ not
N/A
No
lie ...
0aeI1he
ccrlbm to the
WiJ.
No If No, deIaIle
8-M Iot.JItq AaInItII SINIca
FIle No. 1l1l1l811l1
....,.,. ........... Appr..... ...
Thn.. 2 ~ oIIllIId far... In .. I nIIUIlQ In price tam S 1I7,5OD to S 1>>,_
Thn.. 6 GlI11IIIIbII ilia In III wItin III pat IwlM IIIldIIIIIlIIinlJ In'" Drk:efnm S 83,GOO to S 141,100
fEATlJIE SlalECT COMPARABLE SALE" 1 COMPNVa.E SAlE" 2 aIotPARABLE SALE" 3
Adchsa &110 W ~ ~ 121' N. WlltSbelt 1031 N. PIt SInIC 1&59 HInlIDn SINIt
QrIIII, P1117013 ~ ... 17013 CIatIIe, .... 17013 Ic.tIIe. PII. 17013
IPlDcinltvtoSlDlect .:::,i-.t:";.,; .....-1.10MlNE l.oMlI!NI! 1.2M1BE
.~ Uw. AnIa :NlA IlL l $~L,i,;';';~i:~,~~,,);,;~. ~:~~""~"'~~:'~~ ~~j,.~ ~"~~\'-~":\;~:~~~~:.':~
DataSOlJce(a) ,~'i~,<; ::~',';';~"'1r'DIII .CXXH 1CPML.ax:H CPML.CCCH
Eld:.1nIped :Ill Drtve-bw' I!lct.lnadIlllI ~ !Ict. Jnaclj l1l'i
DESCIIPIION lI5CRIPOON +(-),,..... !BCRPI1ON +(-)'~ DE5CfII'fION +(-)$AII__
aNa ~_ t-
,.
IanI KnlMn
IanI
IIID
IrIdt 'IIwI
IlllIe IanI
~ INane IanIKnawn
AdjuIIrnn(TaIII) ~+[ J- S
AdjIdId Sale PrIce Hat AlII- 4.24'1
Gf~ Qass Ad!. 22.201/$
II~ cId rl lid IIIIt /IMIIdJ the sale ar trnIrr of.. UI
~AuE AO.lJSTMENTS
ISM. ar FiwlcIng
CcInceIIIans
DIte of SIWIIme
l.ocaIlllll
I.JuIhoIcWet SlnIIIe
SIll
Mew
~fSbI.)
CbIIlvIi Can*ucIiaI
A1:U11llI
l'adIlalI
~ GrIde
Room CcIlIlt
GIllIs UwInII Ala
Bunn & FiniIhed
IIDams Bel. Qade
flIIcIIanaIlIJIIy
fliEtiri..,.
~
EId8Icr FInIIII
lie SI/NlII Ie SIqIIe
14 .. (~ 221ae (tllJL)
ieIIdInIIII .....
Slay 1 Slay
.. iSImIIr
6 yra.{~ 156 yrs.{!M.)
illr/Aw19 ~
TalIIIIlcimLl IlIIhs ToIIIIIIcm1s.I BdJs
5 I 2 I 1.0. 4 I 2 I 1.0
8011Q. ft. 6241Q.1I.
rut CanaIlle ~ CDncrete
INana IlllIe Knawn
iAI.wIICII IIInIIr
FtWNo c.,.
INane ca.ved
1 Qr Del.
Nil, 1.1 ICI'e (mIL,)
lei dII1III
1S1DrY
ISIdIr
15& yra.{1l\IL)
-!illOCI1GoDd
T*, I tims.1 BdII
.. I 2 I 1.0
3S4lJ 784 IlL ft.
FuI Conc:nIa
one KncMn
ImIIIr
. A"
one ICncMI\
35lJ( one
.. S1mIlII'
Nil, .17 ICI'e (tllJL)
:IIIdI!nllII
lSDy
~
54 yrs.{m,IL)
-15000___
TalaI fBmnsJ Il8Ihs
412/1.0
HI' HI IlL II.
FUI Crn:.nla
NlllIe knoIlin
ISfmIIr
Ilk
Illl\I Known
3SlID ~ (1 ~
-2IlOO aid-.
1000 IumhmI
1) FIreaIIcI
iIana mown
-tm rl+ ~- IS
Net AdJ. 3.631
$99,900 GIuIII Adj. 16.83\1$
1000806
Nf~
-5000
NI'
-2500
2DOO
250Cl
1500
-1800
-3300
$87,1iDC1
My --"1 lid DO del not IMIl my prlar ..11 nnan at III UI tar lhIlne 'IIR\Irlllr tIl1he eIfectWe date aI tis IIDIiIII.
Data SolJcI( CXXH ~ RIlIInII
IMy --=h 1 lid DO cId 1IIIt!MII my" aI.lI..... 0I1le ~1II111es iIr the.. \Irlllr tIl" date at _of the COIIIllnble ale.
DataScuce{ ax:H ~.....
&.. r8dI of.....-dllllll hIyIia 0I1le1liar IIIe ar nns&t IiItcIY at.. and ~.. (1IDlII't IllcIIIonII Drier ilia llIllllOe 31.
ITEM SUBJB:T COMPAIWlLESALE" 1 I COMPARABI1SAl.E" 2 I COMPARAII.ESALE" S
D* of Prlar SIWIhler 12/UIl'!117 111/2212002
PrIce of PIlar SaWinfer $1.00 $68,900.00 1$85,IlOO.00 1s72.ooo.oo
Data Scu1:I(a) cxx:H cxx:H ICXX:H Ica:H
EIeclIve DII8 of DIIa ScllRe(I) 10/l1/ll>>6 1O/U/DY5 1O/D/DY5 110/2712006
IMIWa at priar IIIe ar RlsIBr _lithe nl CIIIIIWIbIe _ SubjIIc:t II nat.1Ild till nat been ....lbr IIIe wIINn tbe 1Mt12111lll11hs to tbe
bIIt fI the IIId list tIWlII'wred CIIIlIlIIShIp an the c'-1bol/8, IIld hive nat been IIIClld IInce then to the bIst DI
m-- "=------
ane
ane KncMn
354C lJ + ~ - S
NIt Ad). _ WI5'J
$87,D40 GnlaaAdj. ned~
and CllII1IIIIbIe III... not, tIlPIaIn
lndicIIId VIIue br SIIea $ 87,&lO
IndicIIId VIIue br: SIIII S 87,&lO Call S NlA Incame $ NlA
~ MI'E* OF VALlE lbrthe 1UbjlIct..... ........ "MIItaIt v.Iue" . fI the dIc:8dIrt'a cIeIIft an AuguIt 10, 2006.
- ~ IIJprIlsaI is 1l1I11e ~"II iI", UUlject to coqJIllIan pi!' pin IIld apecIficatlona an the bills ria hypoIhellcaI c:ancIIhIIlhat the ~ IRvt bIIlIl campI&ted.
w UIject to the IoIIcJwIrQ fIIlIiI ar lIItntlana an the bills Ii . ...... c:ordIIan l1li.. .. ar ..... 11M been CllqlIeted.II 0 IIAljecl to fie following
- IIqIired InIpectlan baed CIlthe eldrIoIlirwy IISlII1lIlon thai fie condIlan ar deficiency dalIIllIlt....1ItIIatIan II"
~~~~~~==:.==.-:--=:=a.:=-cIf:Ils-;:r..==~~ortliN~~lll\S.
~D/2DlI6* , WhIcIi II" dIIIe IIIIn1pec11an 1IId.. elfIcIMt dill at.......
fllddll UIc r- 10 (UIR:h 21105) -.........trt UaIII:l CGn.-w (800) 161-1127 _.........._.,.".2/111 F....... FlInn llJ04 (U1R112005
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF
FaE NUMBER
Mary E. Martin 21-06-0726
Include the proceeds of litigation and the date the proceeds were received by the estate
AD. property Jolnfly-cnmecl with RtPt of Sun1vonldp must be dtsclosed on SclJ.edule F
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1
Proceeds - sale of personal property and furniture (see attached)
$3,242.25
2
United American Insurance Co - refund
$146.10
TOTAL (also onliDe S. Recapitulation)
$3,388.35
FINAL SETTLEMENT
Date It=.. 7 ~ e i..
OWNER M.tA.,~
Address
(\lq ~ +'It'\
f:5-hi<
Date of Sale
Sale Location
Auctioneer
Clerk
Cashier
Other
PROCEEDS OF SALE:
Cash __________________
$ J, 13q ..sf:
J.J() '1., S
Checks ______________.
Other ___________________
Miscellaneous (see attached list) ____
TOTAL PROCEEDS OF SALE _____. '3i~lf.J ..~6
LESS SELLER'S SALE EXPENSE:
Audloneer's Fee_______--:..________
$--1 tel;). ~t-.
Other Seller's Expenses
Advanced by Auctioneer:
Ad\.) t ~bfh. fb~
C-l el t,
C\~( lC..
b\c\t-
.35b.Ot
-A G::,S .c~?;.
/1 '~S..t'.b
~.DU
Miscellaneous (see attached list) _____________
DEDUCT TOTAL SELLER'S SALE EXPENSE _________ $ ~ 8.~. (.."J f~
') 5~ l( ~ ..--
TOTAL NET PROCEEDS TO SELLER ___________ $ Co< I' :..') ,'. . S
I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept
this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goods, merchandise,
and/or property sold, and for delivery of title to the purchaser.
(Date)
(Seller's Signature)
Auctioneer or Cashier's Signature
(Seller's Signature)
Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955
SCHEDULE F
JOINTLY -OWNED PROPERTY
ESTATE OF
FILE NUMBER
Mary E. Martin 21-06-0726
if II1l auet was made Joint within ODe year of the d.eeedent'l death, it JIl1ISt be reportecl 011 Sdleclule G
10int TfII]d (I):
NAME
ADDRESS
RELATIONSHIP TO
DECEDENT
A
B
C
Susan C. Bear
384 Mooreda1e Road, Carlisle, PA 17015
friend
Jointlvo()wned
rDIIlNtUlllll urrt'IIlll'Ol.. DATltWADEJOINT DlI8CBJP'l'lON 011 PJLCl'IlllTY' JNa.tJDB NAME OJ! TOTAL VAWR Oll D1lQ)'ll % JNT. DOU.All VAUlB OF DBaIDJlNT'S
JmIT'DINANT INS'l'm.l'l'lON AND BANE. AccotINT wt.mBI. OB. AlISEl' JNTJlIUl8T
lIINILA1I..lDBN'lYYING lQ&lIl. An AaiDllllD
P<m. JC8NTLY.m!IJ) BBALJlSTATB
1 A 07/23/02 Checking account no:
1671002032-Sovereign Bank. $~,601.12 50% $800.56
2 A 08/12/96 Certificate of Deposit No:
1765205767 -Sovereign Bank. $3,000.00 50% $1,500.00
3 A 06/21/00 Certificate of Deposit No:
1675272098-Sovereign Bank. $4,020.03 50% $2,010.02
TOTAL (also cmJiM6, Recapitulation)
$4,310.58
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.overeign Bank
Sovereign Bank
269 Penrose Place
Carlisle, P A 17013
Andrews & Johnson
Attorneys At Law
78 West Pomfret Street
Carlisle, P A 17013
December 05,.2006
RE: Mary E. Martin 000 Values
To Whom It May Concern:
Please advise the following is a list of accounts which Mary. E Martin held with
Sovereign Bank at the time of her death. All of the funds in these accounts have since
been liquidated. Please do not hesitate to contact us should you find you need further
assistance.
Checking Account #1671002032
Titled: Mary E. Martin
Susan C. Bear
Opened: 07/23/2002
Closed: 08/15/2006
DaD Balance: $1601.12
Certificate Of Deposit #1675205767
Titled: Mary E Martin
Susan C. Bear
Opened: 08/12/1996
Closed: 10/26/2006
ODD Balance: $3000
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Certificate Of Deposit #1675272098
Titled: Mary E. Martin
Susan C. Bear
Opened: 06/21/2000
Closed: 10/26/2006
DOD Balance: $4020.03
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.sovereign Bank
Certificate Of Deposit #2895540371
Titled: Mary E. Martin
Susan C. Bear
Opened: 07/20/2006
Closed: 10/26/2006
DOD Balance: $500.00
Sincerely,
j~~.(:)
Tammy Krug
Community Banking Assistant Manager
Sovereign Bank
Penrose Office
Phone: (717)249-7911
Fax: (717)249-0155
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SCHEDULE G
TRANSFERS
ESTATE OF
FILE NUMBER
Mary E. Martin
21-06-0726
ThIs schedule to be c: and ftIed if the IIDJWer of the question on the reverse of the cover II Jes.
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD.% EXCUJSION TAXABLE
innuJ:m TBB NANE OF TBB '11WllIPIIRBIl, TSBII.1BLA'DONl!IIIIP TO DBaIDIINT ANI
NUMBER THE DAm OF 'DlAHlIPJIIL ATTAaJ. A COl"{ 011 TBEDBBD JIOIl.IJIALISTA'lE. OF ASSET !NT (if applicable) VALUE
1 Certificate of Deposit No: 500.00 50.0% 250.00 $250
289554037 I-Sovereign Bank
Transferred on 7/20/06 to
Susan Bear(See letter attached
to Schedule F)
TOTAL (also on line 7, Recapitulation)
$250.00
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SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
Mary E. Martin
21-06-0726
A
Debts of deeecleIIt nmat he reported on Sdledu1e L
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
1 Ewing Brothers Funeral Home (balance due) $208.63
2 Methodist Church - funeral luncheon $223.00
3 Grace United Methodist Church - ministers $150.00
4 George's Flowers $121.90
Administrative Costs:
1 Personal Representive Commissions
Name of Personal Representative(s)
Social Security Number of Personal Representative:
Street Address:
City: State: Zip:
Year(s) commissions paid:
2 Attorney fees to Andrews & Johnson $4,160.00
3 Family Exemption
Claimant
Street:
City: State & Zip
Relationship of Claimant..to Decedent:
4 Probate Fees to Register of Wills $252.00
5 Accountant Fees to Patricia Rosendale, CPA
6 Tax Return Preparer's Fees
7 B-H Agency - real estate appraisal $300.00
8 Public sale expenses $688.00
9 Travelers Insurance - homeowners insurance $214.00
10 PP&L - electric bill $55.85
11 Borough of Carlisle - water/sewer $32.36
12 PP&L - electric bill $32.45
13 Trash expense $30.77.
14 Recorder of Deeds $66.50
15 Cash - notary fees $30.00
16 Register of Wills - filing fee $15.00
17 Reserve for closinR; and accountin~ $500.00
TOTAL (also online 9, Recapitulation) $7,080.46
B.
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SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
~ E. Martin 21-06-0726
Report iDcuaed by the decodent prior to death which ranaiMd UDpI1d IS of the date of death, including UD!'eU1lbumd medU:el axpeI)ICIB.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 Dauphin Oil - fuel bill $42.88
2 PP&L - electric bill $91.13
3 Borough of Carlisle - water/sewer $16.18
4 Comcast TV Cable $14.70
TOTAL (also on line 10, Recapitulation)
$164.89
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SCHEDULEJ
BENEFICIARIES
ESTATE OF FILE NUMBER
lary artm 21-06-726
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER Do Not List Trustee( s) OF ESTATE
I TAXAIllBDLmIJBU110NS (mdudc ~ IpOUIII diIlrIluliCllll, IDlI ndn __llIc. 9116(I)(l.2)]
1 John L. Heiges brother $500
clo Allan Bowman
PO Box 453, Warren, NJ 46792
2 Glenn Bear friends residue of estate
Susan Bear
384 Mooredale Road, Carlisle, PA 17015
II NON-TAXABLB DISTRJBtmONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. a.ziIabIe IIId <JovmanenqJ Bequests:
M EM .
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter online 13, Recapitulation)
$0