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HomeMy WebLinkAbout12-19-06 .. z o i= <C ..J ~ l- n: <C u W D:: z o i= <C I- ~ a.. ::E o U ~ I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D1RECTE 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 p () 122,000.00::::::; REV-150~EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Shuler Hazel E DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 5/5/2006 6/3/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) W l- ll:: :SU) <J 1I::ll:: w~<J J:II::9 <J~lD <( [K] 1. Original Return o 4. Limited Estate [K] 6. Decedent Died Testate (Attach copy of Will} o 9_ Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date 01 dealh aher 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy 01 Trusl) o 10. Spousal Poverty Credit (dateoldealh between 12-31-91 and 1-1-95) I- Z W Q Z o l1. U) w II:: II:: o <J 1. Real Estate (Schedule A) (1) (2) (3) (4) (5) 2. Stocks and Bonds (Schedule B) 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) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (6) (7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H) 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) (9) (10) (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X _(15) 111 ,981.17 X .045 (16) 0.00 X .12 (17) 0.00 X 15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < j-- OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 04 1 7 COUNTYCoEE ---VEA;r-- - - NUMliER- - SOCIAL SECURITY NUMBER 1 88- 3 2 - 4 8 3 8 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of death poor 1012-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Bdxes o 11. Election to tax under Sec. 9113~A) (Attach Sch 0) ciFFICI~SE 0 .t~ 12M r:J r'-I '- ) 1"1 I" ,::..::; n 1'::; ~~:~ \.0 :::,} C"..:J >2 ;-n ~r} 776.95 ~..~j ~~ C :':0 ---, ,..-') '0=;, ~'J:J -- C) n'l C) "'1 tJ ~ 9,402.32 N x:- .&:- 13? 179.27 20,074.10 124.00 2t'198.10 11 ,981.17 , ! 111 981. 1 7 o d I C I t Add ece ents ampl e e ress: STREET ADDRESS 166 E. EiQhth Street CITY I STATE I ZIP New Cumberland PA 17070- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 5,039.15 4.000.00 210.53 Total Credits (A + B + C) (2) 4,210.53 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 828.62 828.62 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 lliJ b. retain the right to designate who shall use the property transferred or its income; ........................................ D lliJ c. retain a reversionary interest; or ...................................................................................................... D lliJ d. receive the promise for life of either payments, benefits or care? ............................................................. D lliJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. D lliJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. D lliJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ... .... ........... ............ .............. ....... .......... ....... ........... .............. ....... ... D lliJ 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 pe~ury, 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 wIlich preparer has any knowledge. SIGNAT RE OF PERSON RESPONSIBLE FOR F. I RETURN DATE e.{) 'U~ PA ADDRESS PA 17070 For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is '3% [72 P.S. ~9116 (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. ~9116 (a) d.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 adopti~e parent, or a stepparent of the child is 0% [72 P.S. ~9116(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. ~9116(1.2) [72 P.S. ~9116(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. ~9116(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. . REV-1502 EX + (6-98) '* SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Shuler. Hazel. E 21 06 0417 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 ro e which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Property located at 166 Eighth St. New Cumberland, Cumberland County, PA sold to Bradley D. and Dawn L. Combs on November 8,2006 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE A DATE OF DE TH 1 2,000.00 122000.00 . REV-1508 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shuler. Hazel. E SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY - , FILE NUMBER 21 06 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F 0417 ITEM VALUE t DATE NUMBER DESCRIPTION OF DE ATH 1. PA Treasury Dept.-State Retirement check 776..95 TOTAL (Also enter on line 5. Recapitulation) $ 776.95 (If more space is needed, insert additional sheets of the same size) ---,- REV-1~09 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Shuler. Hazel. E FILE NUMBER 21 06 0417 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS I ! RELATIONSHIP Tq DECEDENT Daughter i A. Carolyn G Tilder 1341 Sconsett Way New Cumberland, PA 17070- B Barbara A Karper 300 Hill Top Road Daughter Boiling Springs, PA 17007- c Ralph E Shuler Jr. 223 South 18th Street Son Camp Hill, PA 17011- JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF OAT OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S V LUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDI NTS INTERES 1 A 08/15/01 PNC Bank-Checking Accl. #5140058119 10,823.05 50. i5,411.53 Joint w/Carolyn Tilder 2 B,C 11/15/n PSECU-Regular Share S01 Accl. 11,968.66 33.34 3,990.35 Joint wi Barbara Karper and Ralph Shuler, Jr., Prine. $11, ~68.66, Dividend ~ 1.31 3 B,C 11/15/7~ PSECU-Regular Share S01 Accl. - Accrued Dividend 1.31 33.34 0.44 TOTAL (Also enter on line 6, Recapitulation) $ 9.402.32 T (If more space is needed. insert additional sheets of the same size) . REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF Shuler Hazel. E Debts of decedent must be reported on Schedule I. 21 06 0417 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Gingrich Memorials-stone 125.00 2. Parthemore Funeral Home-funeral expenses 8,869.75 3. Trinity United Methodist Church-luncheon 333.57 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees David H. Stone, Esquire 6,550.00 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 Cumberland County Register of Wills 321.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. State Employee Retirement System-refund due 647.46 2 Robin Gasperetti-real estate taxes due 883.08 3 Settlement costs ($1436.17) less taxes ($652.81) 783.36 4 PPL Utilities-electric service at property 62.00 5 PAWC-water service at property 17.98 6 Borough of New Cumberland-sewer & trash 64.80 7 UG/-gas service at property 26.02 8 PPL Utilities-electric service at property 92.26 9 PAWC-water service at property 17.39 10 UGI-gas service at property 17.41 11 P A WC-water service at property 17.39 12 PPL Utiltiies-electric service at property 33.51 TOTAL (Also enter on line 9, Recapitulation) S 20074.10 (If more space IS needed, insert additional sheets of the same size) Shuler, Hazel, E Decedent's Name Continuation of REV-1500 Inheritance Tax Return Resident Decedent Page 1 21 06 0417 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER AMOUNT 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28. 29. 30. 31. DESCRIPTION UGI-gas service at property PPL Utilities-electric service at property PAWC-water service at property UGI-gas service at property PAWC-water service at property PPL Utilities-electric at property Verizon-telephone service at property UGI-gas service at property UGI-gas service at property PAWC-water service at property PPL Utilities-electric service at property PAWC-water service at property PPL Utilities-electric service at property Borough of New Cumberland-sewer & trash Cumberland Law Journal-adv. grant of letters The Patriot News Co.-adv. grant of letters Check written by decedent but not cleared by bank Register of Wills-filing Inheritance Tax Return and Inventory Reserve for closing expenses 57.12 20.38 17.53 55.65 17.97 45.88 35.30 15.84 241.56 17.97 41.57 21.63 61.21 64.80 75.00 142.71 50.00 30.00 200.00 SUBTOTAL SCHEDULE H.B7 1,212.12 ~ REV.1512 EX + (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shuler. Hazel E FILE NUMBER 21 06 0417 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION Central PA Pulmonary Assoc.-debt of last illness VALUE ATnATE OF DEATH 124.00 TOTAL (Also enter on line 10, Recapitulation) $ 124.00 (If more space is needed, insert additional sheets of the same size) ~ . .".,""'.,.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER ~hlllF!r H::I7F!1 F 21 06 0417 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under See, 9116 (a) (1,2)] 1. Thomas Shuler Jr. Lineal 5,332.44 457 Clover Street Etters PA 17319- 2 Kenneth R Shuler Lineal 5,332.43 706 Cocklin Street Mechanicsburg PA 17055- 3. Angela Easton Lineal 5,332.44 75 Winter Lane Enola PA 17025- 4. Erin Shuler Lineal 7,998.66 5211 East Trindle Road 1-R Mechanicsburgq PA 17050- 5. Ryan Shuler Lineal 7,998.65 5211 E. Trindle Road 1-R Mechanicsburg PA 17050- 6. Linda K Miller Lineal 31,994.62 1431 Maplewood Drive New Cumberland PA 17070- 7. Carolyn G Tilder Lineal 15,997.31 1341 Sconsett Way 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. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) - I Continuation of REV-1500 Inheritance Tax Return Resident Decedent Shuler, Hazel, E Decedent's Name Page 2 21 06 0417 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) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Ralph E Shuler Jr. Lineal 15,997.31 223 South 18th Street Camp Hill PA 17011- 9. Barbara A Karper Lineal 15,997.31 300 Hill Top Road Boiling Springs PA 17007- .~ , ',,'j J ','~ ~ " ~ \ ':"~ ep\wills\shuler.jfl LAST WILL AND TESTAMENT OF HAZEL E. SHULER I, HAZEL E. SHULER, of the Borough of New Cumberland, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. ITEM I: I direct that my Coexecutors hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: 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-nineteenth (1/19) unto my son, RALPH SHULER, JR. B. One-nineteenth (1/19) unto my granddaughter, DEBRA REGAN C. One-nineteenth (1/19) unto my grandson, JEFF SHULER D. One-nineteenth (1/19) unto my granddaughter, TERESA HUGHES E. One-nineteenth (1/19) unto my daughter, BARBARA KARPER F. One-nineteenth (1/19) unto my grandson, GREGORY KARPER G. One-nineteenth (1/19) unto my grandson, KEITH KARPER H. One-nineteenth (1/19) unto my granddaughter, ANDREA KARPER I. One-nineteenth (1/19) unto my son, THOMAS D. SHULER, SR. Page 1 of 4 ml J. One-nineteenth (1/19) unto my grandson, THOMAS SHULER K. One-nineteenth (1/19) unto my grandson, KENNETH SHULER L. One-nineteenth (1/19) unto my granddaughter, ANGELA SHULER M. One-nineteenth (1/19) unto my grandson, ERIN SHULER N. One-nineteenth (1/19) unto my grandson, RYAN SHULER o. One-nineteenth (1/19) unto my daughter, LINDA K. MILLER P. One-nineteenth (1/19) unto my daughter, CAROLYN G. TILDER Q. One-nineteenth (1/19) unto my granddaughter, LISA TILDER R. One-nineteenth (1/19) unto my grandson, STEVE TILDER S. One-nineteenth (1/19) unto my grandson, CHAD TILDER ITEM III: I hereby nominate, constitute and appoint my son, RALPH E. SHULER, JR., and my daughter, BARBARA A. KARPER, as Coexecutors of this, my Last Will and Testament. ITEM IV: 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, HAZEL E. SHULER, have hereunto set my hand and seal this ~11l: day of ~ , 1993. ,,~/ J (' -.../~y-e--.(. - --' (~ HAZEL {/ SHULER . ..~.~'-L. {L U Page 2 of 4 -, SIGNED, SEALED, PUBLISHED and DECLARED by HAZEL E. SHULER, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. ~~ :k~:' ~ o/~~ /U; ~~~ Address ~~-/n~~i ~. Address COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND :SS: . . I, HAZEL E. SHULER, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ,;;1 / ,(-l 0 (' . ~~ /<0 . _ ~'7~~L-' HAZEL~. SHULER Sworn to or affirmed to and acknowledged before me by HAZEL E. SHULER, the Testatrix, this J ~ 'M day of "rntLtd , 1993. '~ >n ,J~ry PUbtb-~~ Page, ~_g_~___4 I ~" ! ; . . L_ __ _ __. u.." .,...___ ".i " _." I I .J \ ':':.:~ ,; " COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND :SS: . . We, :)0'Yt C ~c~ and ~ e L. Lvc-(<~ , the witnesses whose names are signed to the attached or for oing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~~ ~; ~~~ W~tn ss - Sworn to or affirmed to and acknowledged before me by .::r ~ ~ Lc..~........ L.lve-k~ , 1993. ~'~ 12, V~~ rn bXu./uut Notary Public ~ , witnesses, this ~day of )c" ~ ~~ and , I I /-- N~t~riv.1 SQal Ti""a ~J F'. '~"~II l.I"'l......,' h" , l:", . ,. ':.~<.,~; :..<~[~' ~:.':c'C";J j . ..- ~ .-., -, .....-~ J.. ", _ .......... . "',0:,.,. .I.... '"J .~.......... .r..:.,.... ..:.. io. ...:... ,~.;,i Page 4 of 4 ~ I - ?Lh:_"'-JL A:j Lf- 0.. (2[.) - a-;tt:J-- ~.4- ..(IJ /-:c..zoc'.)(., /7 i. / : i d /) I () j ,'/ ~~_.,-. ---L) /J. - I) 'I ,~ lu. ~4 /;d-t'L-<-'- t:.-, 0 tJ- . / . i , I ,du...",UJ - &.,~.-,<,,-.) '1=-:z.y<",~ . i,d-/!u>t <' J _ !M.h~ -<J-! ~. '/ -L'.t.~~u' c1 A. :'-tl...Lf kA<-. ) ( d~l.t..L.i'~) x2k-<-i2.J- .xJA:.L'-ch.J;{~LL)o~J (VL-L~'d~U4(~) . : t--c;t. ;L~.Jl. ~4....-. -.4 --' ) y>dL J{: .! ~~ (~j~ L K. ~ ?h~ 1 e< ,f_,1 / / . i 1 ! I /J~' ,; . . ; fr' n.. cit.... -f:- <2..__-1 - /) , /1 ; .)'1 i / /' (~ d.-'~ .tJ-.. ~r ./ ~<. ~.d!::..R_A-_-- '~JCk~,lu__. , . , ,. ~) 'ty It :/ r 6.'1 -- SHULEr- ,STAP'combs , " ..):~>: r f", .z;.=GLC~~( .. ': :~. ~ :.-: i::=;:' :~;:~ c . '\ '\ .:; ~-' Parcel # 26-24-0811-411 20D6 NOU 21 Ar111 21 DEED THIS INDENTURE made the g+n day of ~/ , 2006, betweeo RALPH E. SHULER, JR. and BARBARA A. KARPER, Co-Executors of the Last Will and Testament of Hazel E. Shuler, late of the Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- BRADLEY D. COMBS and DAWN L. COMBS, husband and wife, of the second part, hereinafter called the Grantees; WHEREAS, the said Hazel E. Shuler 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 New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on May 5, 2006, having first made her Last Will and Testament in writing dated March 29, 1993, duly probated and registered in the Office of the Register of Wills of Cumberland County on May 16, 2006, wherein and whereby she appointed as Executor, the said Ralph E. Shuler, Jr., and Barbara A. Karper, to whom Letters Testamentary were duly issued by said Register of Wills on May 16, 2006, wherein and whereby said premises hereinafter described were not specifically devised, all as in and by said Will and the records of said Register of Wills more fully appears; 1 ~..' ,.~.:. :.",: .)..' .' /- ,-'\ --'-'vv . II I[ II I, Ii ,I II f I I NO.V THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration of G1> the sum of One Hundred Twenty-Two Thousand and NO/100 ($ 12aOOO.00) Dollars, which has been paid to them by the said Grantees 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 Grantees, ALL THAT CERTAIN piece and parcel ofland situate in the borough of New Cumberland (formerly Lower Allen Township) Cumberland County, Pennsylvania, more particularly bounded and described as follows to wit: BEGINNING at a point on the southern line of Donald, now Eighth Street, and the western side ofa ten (10) feet wide alley, which point is one hundred ten (110) feet distance from the southwestern intersection of Eighth, formerly Donald, and Market Street; thence in a southerly direction 105 feet to another ten (10) feet wide alley; thence in a westerly direction along the last mentioned ten feet wide alley, thirty-seven (37) feet to the line of Lot No. 168 on the hereinafter mentioned plan oflots; thence in a northerly direction along the line of Lot No. 168, 105 feet to the southern line of Eighth Street; thence in an easterly direction along the southerly line of Eighth Street, thirty-seven (37) feet to the point or place of BEGINNING. BEING Lot No. 167 in a certain Plan of Lots called Elkwood, laid out for the Wood, Harmon Real Estate Association by George Roberts, Civil Engineer which said plan is duly filed amongst the records in the Office of the Recorder of Deeds in and for Cumberland County, Penna, in Deed Book M. Vol.5, at Page 498. BEING THE SAME PREMISES WHICH Curvin E. Wasser and Jennie P. Wasser, his wife, by their Deed dated October 13, 1937, and recorded October 25, 1937, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Record Book V-II, Page 05, granted and conveyed unto Ralph Eugene Shuler and Hazel Edna Shuler, his wife. Ralph Eugene Shuler died August 31, 1967, thus by operation of law vesting title in Hazel Edna Shuler, 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 ~2~ ;c /./ ~'_,\L:~~t~).JJ1. ,/ said :~Ia,zeJ,E. Shuler, 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 Grantors, for themselves and their respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantees, their heirs and assigns, that they, the said Grantors, have not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seal the day and year first above written. ~~2-e ~llJ' (SEAL) RALPH E. SHULER, JR., Co]~ecutor of the Last Will and Testament of Hazel E. Shuler r) r ,/~! _ ' JlA)(L~l1A ll.,~ (l Ie" U// (SEAL) BARBARA A. KARPER, Co-Ex~ tor of the Last Will and Testament of Hazel E. S uler I I I I.~ ("";l ("";l ("";l COo') ("";l :::0 r;-. .:..... = ::oz:: s:: = = r.:;;:r ::!f'::3"'::!f'=~::!f'~C1' rrlrT1rr1,.....Irr1~ ......r"Df"Df"Df1)rJ:I(""") a:-:wr-.,a:t:.r:t,.,..,,.,.,.,., i'.- '-'.. !-, !-I !~L ~. f--t. _ ~-:t ....... t::J CI r:::::. I ~::;;::;;~i::#......~~n I :g,,-,., r I .t::J:t ::x ;:0 ~ x: In:> r.r r...J r...) t...;J t'..J " CI ....... :J> ro CI ::'1:' :&: ! t :J>.;.." (.J'f 1".J1 VI ;::0 <: ........ f"T'1 :::.:r --I ';I"J , .~.J:o.':"l1o"-.J~~i;l>:::t::F2rrJ-l~ ' -f rr'/ -f ::r> rJ') :- -.,~L. 6 ~ C> c:.:. --I C> ~~ rrl c;;;> I-f :::ll Ln ....,. .... :#: r...J .:::>0 00 r.-) rJ 0"_' 0-. c;."""!il ( ~~~:g r:n "::r;:I =--- r...;r C.<I c-:o <::0 .J:>-. r-- r...:J N ~:::3 -.., ;::0 ro .. w .... ::0::- Ln ("";l iii r::r ro -. ,~ "'" :3 r::'_ f - ...J "'-4 ~""""... , 0-. 0"'- ......3 ~ cr.. Go... :-".3 :,~...1 ........ .....- "'~I (-tJ ........ ....... ......1. ........ t....;. P'\-.!) '0 '0 C:. '1:H- '..0 (..1" t....' <::".1 ~ 10 Ct ,..:.~ t..., k" " . . . . . . . . . . . . ..tf -::..-:r <:,",;. 00 r..)1 <::'> lOt <::r ..-:::r c:..r1 .:::... <:;. ..:::) r..Jl r:..n ' ..-..~o&-......,~~~..-.~_..-.--."............... II ,...... "1:1 .... "" ..., ;.gr:::t -....... t...) (..oJ = ~j :>K ...... .-:. :::5 0 -~S c-:l -. IT =C:'< ~H~:;:z:t I~:::S fD c-:'I rt- 1. -f <:> 0". r..... ....,.... tJ:I =i-;:it o::g 3 ~- 5' -, ...-. r.o ,:;:, ~, ::>:I .... " It! ..... '"(l ,'1- "* ..... 1;..11 .3 '0 .1) .' r) r" r'" . ~ . ~ OJ rll :;:))~)',( I I ,i;: UUU"'" ,::,.. ~ U'I , .' ~ . . COMM0NWEAL TH OF PENNSYL VANIA: : SS: COUNTY OF CUMBERLAND On this, the ~day of November, 2006, before me a Notary Public, the undersigned officer, personally appeared RALPH E. SHULER, JR. and BARBARA A. KARPER, Co-Executors of the Last Will and Testament of Hazel E. Shuler, known to me or satisfactorily proven to be the persons whose names are subscribed to the within instrument, and acknowledged that they 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 DANIEL M. HARTMAN, Notary Public New Cumberland Bore., Cumberland Co. My CommiSSion Expires Jan. 21. 2009 \Q PJ!r-- otary Public I Certify this to be recorded In Cun1berland Countyp A /'~:"-:~'''-;-'''''7;...._ .........~>:,~2~~. ,.:~_, ,:".-;>"'- ..,~<::I .,to -, " .~ ~~~~ I hereby certify that the precise address of the Grantees is: 166 8th Street, New Cumberland, Pa. 17070 ::>=' 1--; .'t. ::::I ;:? ,n .;.. ."'t. .... ..., A" ;;p:t 1.0 rv --::> .:::> " .:-, 0-. ~ ~ I ;=:) .... ;;go .s>- = en ::>:;1 r..,;, 1'[1 r~J ..... " ..c- rt) r- r'.,;J ...... ....... ..,., ...,.., .-<- ..,.., ;:p.; ..... ....... ...... 0"- r'.J t..~ ...... ~ '.... ....' .J:-. <:> '..0 8 .... %U,i .- .. ...- ";'! C-.,l ^' .... ("") ....." .-. :J> L rtr U').&:- ~ .....= fii....... 0.. . . <:> . <::> . . . ~ 4 ~ ~. ~. ~ "".J ,...... .. ...,.. -tM- ... ...- ..J::-. 0". 0'-. r'~""", ~. . f..,) (..'~oo.o (...~ ..........,.<:.?:bo ....c e:. c:::.. c::.. ....... ...0 .:..~ f'oo.:I <::> ....... c::> rC:> C> ............... <J'I <::> ''::> <:> CJl = <:> <:> <:> (J'I = = <:> ("... c..11 ===<:>=========== ~ -:.~ ~ .~ '.- \.' . ... , ~ , ...." ',j...) ,-., ,..., .. "'r' I'D ""i ...... 1:1.1 ::::l CL. ......n ~g n- ::::l .... .-T ,- '< ~7 .... :::0 ;:::>1:1 .....,.. (.., c.. -.., .... t-'- a.. ........ ". ..... .., :::; 1.iJ 0 -t. l;'F.,;.::t>'G'"'~J' '13 c.J~'" ..~ ~-:I..!1 [t4' U 'J'. . 0_- .__ _ ,__ . .-..... --. ,> ~ o PNCBAN< June 2, 2006 David H. Stone 414 Bridge Street P.O. Box E New Cumberland, PA 17070 RE: Estate of Hazel E. Shuler, deceased SSN: 188-32-4838 DOD: 5/5/2006 Dear Mr. Stone: In response to yoW' request for Date of Death balances for the customer noted above, our records show the fOllOwing: Checking Account Account_Sl4oo58119 HAZEL SHULER CAROLYN TILDER, DOD balance: $10,823.05 (non-interest bearing) Established 08/15/2001 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process uy financial transactions Or prOvide statements. If you need assistance with any of these items, please call 1-888~PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. ~ t;JPJh RacheIJe Wells 1-800-762-1775 P7-PFSC-04_p 500 first Ave. Pittsburgh PA 15219 Member FDIC TOTAL P.01 .1 . . .. PSE(~ the financiallinkTM May 19,2006 Account # 0188324838 DA VID H STONE 414 BRIDGE ST POST OFFICE BOX E NEW CUMBERLAND, P A 17070 Dear MR STONE: The following is the status of HAZEL SHULER's account with PSECU as of the date of death. Joint Owner's Name Date of Death Date of Birth BARBARA KARPER, RALPH SHULER JR, JOINT TENANT W/ROS 05.05.2006 06.03.1916 Share SOl S 04 Description Regular Shares MoneyHandler Open date 11.15.1979 Balance $11,968.66 0.00 Accrued Dividend $1.31 0.00 The dividend earned from January 1,2006 through the date of death was $40.06. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, '~ Meacie Fairf: x Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (800) 237-7328 · Moiling Address: PO. Box 67013, Harrisburg, PA 17106-7013. (717) 777-2100 (TOO) . (800) 472-1967 (TOO) Soyings federally Insured up to S] 00,000 by the Notlonol Credit Union Administration WWw.psecu.com ." Prflll""'!I ,,"hl!'J/l~ .1It! O/!:f>CIllAtft A Settlement Statement n_ us __,........'" "-...... '"" OMa ADDrova' No. 2502-0265 (e'Dires 9/30/2()( ~J 2. rJFmHA 3, DConv, Unins, 16, File Number 17. Loan Number f 8, Mortgage Insurance ase Number . 5 ~fonv.;..lns 28309COMBS 654088615 l'Ji" r""" "..m'i/iiiJ'fog". )<ltJ ...""~ o:~ar.-" co, n, o. . "ems m."k8(j '(p 0 C )" -. Piod OUlaod.1ho cloklg' lh;;'';.~'~ ""1:1:...:.~~ ..~ o~,., ...._.~:"'"."" ~_~..""'" I, T'fIeE '.. WARNING 111..1.. '''me 10 'now',,"I. mo.. ,.... "'''mon', '0 Ih. Urn,.. 5". ,., on 'h.. or.'o'ro,":' ',~::.. ""i!~~n ~"'. I Xpress ",It/emenf System ;' D. NAME 0 "'",,~ ~.".,.. ~ -_ '. __ ,."" _.... '., _..... ... . ,. ",,,., ""'''. "" """ """ROWER ........, D. COMBs.IId "'WN,. C..... ADDRE~S - --~hurch Road Hershev. PA 17033 E NAME OF SElLER: ESTATE OF HAZEL E. SHULER I ADDRESS, "_ IF. NAME OF LENDER ABN AMRO MORTGAGE GROUP. INC. ADDRE~L,_ '- 2600 W. BIG BEAVER ROAD TROY MI48084 G, PROPERTY ADDRESS: 166 8th Street. New Cumberland. PA 17070 I New Cumberland Borol/gh H "mE",,, "GENT "- C"" "'- _. "'. ,_" "'.n~7'" F"" "'.n~,.., PLACE OfllfJTLEMENT: 414 Brldae Street, New Cumberland PA 17070 -l~ETT~~MENTDATE 11/0812006 I J.,~QAtMARY OF BORROWER'S TRANSACTION: . '100. G~()~~~M~ DUE FROM BORROWER I 101_GOntr~s~,~~ 122 000.00 10LJ>~rsonal PrQPeIty 10J_~ItL8fl1~fQes to borrower IIine 14(0) 1..04,-_, '- 105 8. Typeo 1 IIFHA 4 UVA C. Note form HUD_1 ( B6j re' H.ndbook 4305 ~ 4951.53 K. SUMMARY OF SELLER'STRANSACrlC N: 400. GROSS AMOUNT DUE TO SELLER 401, Contract sales price 402, Personal PrODertv 403, 404, 405. 122 ooioo - '-. '''- Ag(ustments for ilemspaid by seller in advance . 'OL~'~~n laxes 10Ze -~.ol!'!f1 t~x~s 11/08/061012/31/06 108. School taxes 11/08/061006130107 I !r;~,,",!:~'"'' ,l.1.2,__ 120._G~9S~,A"OUNT DUE FROM BORROWER _2.00. AMOUNTS PAID BY OR ON BEHALF OF BORROWER ,201..:.. ~.!I!.oi.~ money JO,L_fr;n~moun' of new loans 203,.,~'i.s!i.'!9.loa~J taken sub};;, 10 204 205 206 207 " '_" 20lL___ 2,09" , .. 64.46 566.13 22.22 Adjustments for items oa;d bv seller in advance 406, Cityltown taxes 407, Cou!1lY faxes 11/08/06 to 12/31/06 408. School taxes 11/08/061006130/07 409, Refuse - 1 1109106 ' 12/31/06 410, 411, 412, 420. GROSS AMOUNT DUE TO SELLER SOO. REDUCTIONS IN AMOUNT DUE TO SELLER SOl, Excess Deoosit (see inslrucUOIls) 502. Seltlement chafQes 10 seller lline 14001 503, EXISUnQ loanls) taken subiect 10 504, P~ff of First Mortaaoe Loan 505, 506, 507, 508, 509. 64.46 566.13 22.22 127 604.34 2000.00 108 500.00 122.652.81 1424.86 I -, '-.--.- Adjustments for items unDaid bv seller no c;.'!YItQ~ 1a"s 211 ~lJ.n.tY. ~"-'~~ I.~ 2':J.' .~. ~.. ~.. h.. "'..~ 215, Sewer:.09/01/06, 11/08106 I 216 Igt~~~:~~,o._ /30.1.. Gro.s; ~';;;'unt due from borrower (line 120) 302 ll1.ss "-mo.unt.s.palll bvlfor borrower (line 220) I 30~. CA~lifRO~~ORROWER 11.31 510, 51,. 512, 513. 514, 515. Sewer - 09/01106 _ 11/08/06 516. 517. 518, 519, 520. TOTAL REDUCTION AMOUNT DUE SELLER 600. CASH AT SmLEMENT TO OR FROM SELLER 601, Gross amount due to seifer (line 420) 602, Less reduction amount due seller IIine 520) Adjustments for Items ul1paid bv seller City/lown taxes Cou!1lY taxes School taxes i t-- 11.31 110511.31 127604.34 110511.31 1 436 17 ~.;(,RS -t"tto) It"" 4( I);), (, Go ('t) 7 ~'] . J,o ----, - I) 1/) I (, Ie 'I /I/JY fc, .. / / :: I -:------.::...: 1:1 j (, , t7 - (,S;f .Jl -----..---- 7S'3.?(, 17093.03 603. CASH TO SELLER 122,652.81 1,436. f7 121 216.~ r" ) "'''' yo" CO"OCI ""PO,.., ,d.nlmqlJon nu.-, "you do no, ",0'''. yo~ ''''"OC' 10'",,,,, odenldQl1On .-or;;e"ury, I <en", II,,, 'h. nu_ '/>own on 10.. ,..,."""', .. my """",,, .....,., "'.n.<ficohon nu_ -lIS) SIGNATURE(S) 'm_on, 10. ,n'orma'"n Ond .. be,,," '~n'_ '0 'h. In'.mal R".nu. S...,,,. "YOU... '""Uor" 10 "" , ,.Iurn, . "'port.., dod Ih. IRS del.'m..., mal "ha, no, been '.port... The Cono"" Sale, Poco d.OUIbed on '(""<I, n"rnbt :-)/;ttl ~.lI LJ - -- -------- _IHJ ____ ___ ----~- -___iW> 'T'l'VIf'U.'1 t;l1,llOn<; dfft ObSfIJetll us. DEr'~RTMENT OF HOUSING AND URBAN DEVELOPMENT ... ~ ~~ SETTLEMENT STATEMENT I L. SETTl.g~ENT~-':f~ / . Zoo,~ :r.~'.::" ":':"" _., "'" """'''' 7~1 . $ ~-_ ... ___ to 702 ~. --- to 703 CommisSion ~/(j at Sett/ement 'Illi, IT.... >.rABI.E IN CO'"ClJON """ LOA. 801. Loan Q~abon Fee % I 802 Loan P'sc.O..lJIlt__ % 803 .Appralsa.l~ to Fairwav ADDra;sa,s 804. Credlt3~/l.Q.rt. $~~~ .~~~~ If.. ...8.8010..9-....0 Le;., ~.. dp._ er AdministratIOn Fee 10 ASN AMRO MORTGAGE GROUP 'NC. I . ,;,;;6&....... "". __"""- I 8 11 Overn~~t E~_ to Mortgaoe Unlimited I'"';'~.~E""_ 8"_RIO" >'10 IN AI!!IANCE .,,"'....,,"'" "- . 12""_ .., ,,_ ... ~_901_ ~rt!L~ /nsuranee Premium for to 903. 'iaZil[d Insurance Premium for to 90L_~_ 905. - Jog!, !.E~ERveSiiEPoS'TED W'TH LENDER FOR J"" """'...~ 3 on i , <J.2'" '''''' ........-.... on,' , .. '1lOJ,"""_T~ """, .. 'QQi C""'-",.... T ~ " "",' . 3T... .. "',s ~.... . "", ~ i "-" .. '''''''~~- · ... ....,lIORr..... GRa... INC. 1100.T/.TL.ECHARGES .11Ql. ~f!/enJe_ntQ[s~ . 11~ Ab~to~~~ 110! Iitle examination lJQ.j, !iUe insurance binder U05 D..Qf~~n !1ClP._~t~'l'J~_ __ _11Q~c_A_ttorn~~ .- - !!."f1.U!i~ye items No: U.~ . TiJ~ Insurance to Clelar Cliff Abstract Aoencv 'nc. -.Line/udes aboVe items No: m. Bas;C! 1 !OJ~[lCiet's.pOlicv 108500.00 . 1110Qw~~&i1fL 122000.00 -968.75 1/1 LE-'IQJQO, End 300 to Cedar Cliff Abstract Aaencv. Inc. 111?End !l()Q to Cedar C"ff Abstract Aoencv 'nc. 11 J..3 G'OSifl~~ to Cedar Cliff Abstract Aoencv. Inc. 12~9" GOVERNMENT RECORDING AND TRANSFER CHARGES '"" -. '... """3B.so ""'""...... ' ......, POl.~c:;,ty/C~-I1t1: laxIstamos Deed $ 1 220.00 ' Mortoane $ 120J~~a.ttl.a.xf.s~s Deed $1 220.00 : Morta&;; $ i 1204 t 1205--------__ (130fA-9'lftlQ.NALSETTLEMENT CHARGES t g;~)~~;~tkJn- i 1303,. TilxCe!!.~ .-. 10 Stone Lafaver & Shek'etski L~ ;i{;;.,.".'ft : ::::: t:::::::::: I:; ~:%~:c."%-JGiii ::::: t:::::::::::: I~~,:~~~~,_.s -~~:~~~~N~T.C~H~~~:::::::'~~~;':'i".f/;"7of"'Oc."';I'M"' ~nt.m~.::":_rn '''"'~ 1t""".M "'... ...ea. YOf'hoHUO.tSo""""'fStat""'.rn ~........~ < !\. / -C~_. 7 '----=' L./" ~ ' .k/ / \ 1/ t~'(,l.. "' torm HOD- f (if, J fe' HilrtO'booIr 41305 2 File Number: 28309COMSS PAGE 2 r........ "-,,_ ""'''' "_.,, 28~._ PAID FROM I PAID FROM BORROWER'S FUNDS AT SETTLEMENT LR $2.305.63 Pac bv Lender 570.00 550,00 23 Dava LR 467.82 LR 129,75 LR LR LR 407.00 441.54 -516.83 to Stone Lafaver & Shek/etskl to Cash 25.00 )" 968.75 I 100.00 50,00 35.00 99.00 1 220.00 40.00 50.00 1.424.86 ~~ .J !--.t~ '\ l WAR'''Nl; iT is A t RIME TO kNoW'NGl' MAkE FALSE STATE/,ffNTS TO THE oINITF I) S rArE S t", THIS ')R ANy S'MllAR FORM PENAL TIES UPON CONVICTION I .AN INCt UO. A FIN{ AND iMPRISONMENT FOIl OETA'LS SEE TITLE fa . j S <:l..nr: Sfc rll)N lOUt A.~O SECTION 1010 r' ( ~ / ":"0 DArE {/ J 300.00 SELLER'S FUNDS AT SfTTLEMENT r I I I I I r I I I r I T I -, -, 14.50 ! 1 i - /1.00 --+-- I 125. 10. f -'1 ---- II I 1,220.00 5.00 38.60 26.26