HomeMy WebLinkAbout12-29-06
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 06
0319
Date of Birth
131-09-9347
04/03/2006
05/31/1921
Decedent's Last Name
Suffix
Decedent's First Name
MI
NEES
HELEN
B
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
<.:;; 1. Original Return
2. Supplemental Return
4. Limited Estate
<=<
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c.:;,
<=< 4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
<=< 10. Spousal Poverty Credit (date of death <=< 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
City or Post Office
State
ZIP Code
DATE FILED
THOMAS E. FLOWER
Firm Name (If Applicable)
SAlOIS, FLOWER & L1NDSA
First line of address
2109 MARKET STREET
Second line of address
CAMP HILL
PA
71011
Correspondent's e-mail address:tflower@sfl-Iaw.com
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. D aration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA I LE FOR FILING RETURN'
.~.
--11{;;70h--
ADDRE S
M~~~~-:-~IAN, ~XECUTRIX, 1240 MT. HOLLY !,~~,-CA~~ISLE, PA 17_013~ n~___________
SIGI\7VU~TH~~TA~IV~_~____ __~ _----.!~ dlT/;; k__
ADDRESS /-'- "T~
SAlOIS, FLOWER & LINDSAY, 2109 MARKET STREET, CAMP HILL, PA 17011
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
--.J
--.J
15056052059
REV-1500 EX
Decedent's Name:
HELEN
B NEES
RECAPITULATION
1. Real estate (Schedule A). .................................. . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) C:::::'; Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) C') Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10)................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O 45 247 ,434.34
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
Decedent's Social
131-09-9347
Number
132,935.87
107,969.07
269,636.70
20,470.36
1,732.00
22,202.36
247,434.34
0.00
247,434.34
11,134.55
11,134.55
15056052059
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME DECEDENrS SOCIAL SECURITY NUMBER
HELEN B NEES 131-09-9347
--'-'-',---~'- _._~'-.._----._-~'----- .__.~.,_.~~ ---_._.--~~~-_._._-,.__.__.--.__..~--_._--_._-
STREET ADDRESS
34 CAMBRIDGE COURT
CITY
CARLISLE
I STATE---
, PA
---~iIP-------- --
\ 17013
Tax Payments and Credits:
1 Tax Due (Page 2 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B, Prior Payments
C, Discount
(1)
11,134.55
10,000.00
--"---_.~----"-~ ~~----
526.30
Total Credits ( A + B + C ) (2)
10,526.30
3, InteresUPenalty if applicable
D. Interest
E, Penalty
-~~-- TotallnterestJPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
608.25
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.
608.25
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;"""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.....................,......,,........""",...., 0 ~
b. retain the right to designate who shall use the property transferred or its income; "......""""......""".."."""..... 0 ~
c. retain a reversionary interest; or"",,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,.,,,,,,,,,,,,,,,,,,,,,,,,.,,..,,,,,,,,,,,,.,,,,""""".",,,....,,,,,,,,". 0 00
d. receive the promise for life of either payments, benefits or care? """'"'' " " " " " "" ,,,,,, ,..""".. """ " ".. " " " " ,,,..,, , 0 00
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ""..""""""""""...""""",,,..,,,,......,,..,,.",,,,,,,,,,,,,,,,,,,..,,,,.."".."".."""" 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? """,,,,,,,. 0 ~
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.
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 three (3) percent [72 P.S. 99116 (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 zero (0) percent
[72 P.S, 99116 (a) (1,1) (ii)], The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1 ,2)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P,S, 99116(1.2) [72 P,S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P,S. 99116(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) ~
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
HELEN B. NEES
FILE NUMBER
21-06-0319
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 property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
CONDOMINIUM, 34 Cambridge Court, Carlisle Borough, Cumberland Cy. - net sale proceeds
VALUE AT DATE
OF DEATH
132,935.87
settlement statement attached
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
132,935.87
Torm HUU-I (,jltltl) rer HanOOOOK 4.JU:J,L
A. Settlement Statement
U.S. Department of Housing and Urban Development
B. Tvoe of Loan OMB Approval No. 2502-0265 (exnires 9/30/2006\
1. DFHA 2. DFmHA 3. DConv. Unins. 16. File Number I 7. Loan Number I 8. Mortgage Insurance Case Number
4. DVA 5. DConv. Ins. MT2006-303GFD
C. Note: .l,ms lorm IS umlsnea,~o gIve yo.u e sla.femen 0 ac ua selUemen cos s. mo~n s pal~. lO ana oy me sememen agem are: snown. II TitleExpress Settlement System
Items marked "(p.o.c.)" were paid outside the closmg; they are shown here for information purposes and are nal included In the totats
~~~~I~,?~~iTn~I~~';~ ~an~~~~~~r~~~~~~~~ t~~~~~~~~~~'1iu~n~~~ ~~~tc~~ ~h~~tf~na~bo01th:~ds~~r;~r1~'1 ~~naltieS upon Printed 12/14/2006 all 0:23 RLM
D. NAME OF BORROWER: John M. Daley
ADDRESS:
E. NAME OF SELLER: Mari N. Killian, Executrix of the Estate of Helen B. Nees
ADDRESS:
F. NAME OF LENDER:
ADDRESS:
G. PROPERTY ADDRESS: 34 Cambridge Court, Carlisle, P A 17013
Carlisle Borouah
H. SETTLEMENT AGENT: Abstract Company of Central PA, Inc., Telephone: 717-243-6222 Fax: 717-243-6486
PLACE OF SETTLEMENT: 26 West Hiah Street Carlisle PA 17013
I. SETTLEMENT DATE: 12/15/2006
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
10l. Contract sales price 141 900.00 401. Contract sales oriee 141.900.00
102. Personal Prooertv 402. Personal Property
103. Setliement charoes to borrower (line 14001 2 526.25 403.
104. 404.
105. 405.
Ad'ustments for items naid bv seller in advance Adiustments for items paid bv seller in advance
107. County taxes 12/15/06 to 12/31/06 30.20 407. County taxes 12/15/06 to 12/31/06 30.20
108. School Taxes 12/15/06 to 06/30/07 853.22 408. School Taxes 12/15/06 to 06/30/07 853.22
109. 4th Otr Dues 12/15/06 to 12/31/06 101.63 409. 4th Otr Dues 12/15/06 to 12/31/06 101.63
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 145411.30 420. GROSS AMOUNT DUE TO SELLER 142885.05
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
20l. Deoosit or eamest money 1 500.00 50l. Excess Deposit (see instructions\
202. Principal amount of new loans 502. Settlement charaes to seller (line 140m 9949.18
203. Existinn loan(s) taken sub'eet to 503. Existino loan(s) taken subiect to
204. 504. Payoff of First Mortaaqe Loan
205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
Adlustments for items unnaid bv seller Adiustments for items unDaid bv seller
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 1 500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 9949.18
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
30l. Gross amount due from borrower fline 120\ 145411.30 60l. Gross amount due to seller (line 420\ 142885.05
302. Less amounts paid by/for borrowerOine 22m 1.500.00 602. Less reduction amount due seller lIine 520\ 9949.18
303. CASH FROM BORROWER 143.911.30 603. CASH TO SELLER 132 935.87
SUBSTITUTE FORM 1099 SELLER STATEMENT: The information contained herein is important tax information and is being furnished to the Internal Revenue Service, If you are required to file a return
a negligence penalty or other sanction will be imposed on you if this ilem is required to be reported and the IRS determines that It has not been reported. The Contract Sales Price described an
nne 401 above constitutes the Gross Proceeds of this transaction.
SELLER INSTRUCTIONS: If this real estate was your principal residence, file Form 2119, Sale or Exchange of Principal Residence, for any gain. with your Income tax return; for other transactions,
complete the applicable parts of Form 4797, Form 6252 andlor Schedule 0 (Form 1040).
You are required by law to provide the settlement agent (Fed. Tax 10 No: l,with your correct taxpayer Identification number. If you. do not provide your cC?rrect.laxl=!ayer identification
number, you may be subject (0 civil or criminal penalties imposed by law, Under penalties of pelJury, 1 certify that the number shown on this statement IS my correcl taxpayer Idenllficatlon number
T!N:
SELLER(S) SIGNATURE(S):
SELLER{S) NEW MAILING ADDRESS:
t-'reVlous earllons are oosOlete
rorm HUU-"f (,jltlb) reI Hanoooo~ "l-5u:> L
U,S, DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number: MT2006.303
PAGE 2
TitleExnress Settlement System Printed 12114/2006 at 10'.23 RLM
L SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALES/BROKER'S COMMISSION based on orice $141900,00 @ 6.000 = 8 514,00 BORROWER'S SELLER'S
Division of commission Iline 700\ as follows: FUNDS AT FUNDS AT
701, $ 8 514.00 to Hooke Hooke & Eckman SETTLEMENT SETTLEMENT
702, $ to
703, Commission paid at Settlement 8514,00
800, ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orinination Fee %
802, Loan Discount %
803, Aenraisal Fee
804. Credit Reoort
805. Lende~s Inseection Fee
806, Mortaaae Application Fee
807, Assumotion Fee
808.
809.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to @$ Idav
902. Martoaae Insurance Premium for to
903. Hazard Insurance Premium lor to
904.
905,
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. @$ Imo
1002, Mortaaae Insurance mo, @$ Imo
1003. City Prooertv Tax mo.@$ Imo
1004, County Prooertv Tax mo, @$ 54,04 Imo
1005, School Taxes mo. @$ 131.07/mo
1009, Aaareaale Analvsis Adiustment
1100. TITLE CHARGES
1101, Settlement or closina fee
1102, Abstract or title search
1103, Title examination
1104, Title insurance binder
1105. Document Preparation
1106, Notarv Fees
1107, Attomev's fees
(includes above items No: )
1108, Titie Insurance to Abstract ComDanv of Central PA. Inc. 1,068,75
(includes above items No: \
11 09, Lende~s Policv
1110, Owner's Policv 141 900.00 .1 068.75
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordina Fees Deed ~ 38.50 . Morteaoe $ . Release ~ 38.50
1202. Citv/Countv tax/stamos Deed $1 419.00 . Mortaaoe $ 1 419.00
1203. State Tax/stamps Deed $1 419.00 . Mortnane $ 1419.00
1204,
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey
1302. Pest Insoection
1303. Final WaterlSewer to Borouah of Carlisle #06407 16.18
1304.
1305.
1306.
1307.
1308.
1400. TOTAL SETTLEMENT CHARGES (enter on iines 103 Section J and 502 Section K\ 2526.25 9949.18
HUD CERTIFICATION OF BUYER AND SELLER
Inh:;'~: I~refu~~~~.vl~~~~e~;e~~t-~a~f~~ev~~~~;i~~~~e;~;yn~ It~~h~86:~ ~~tre~~~IS1it~~~t~elief. it is a true and accurate statement of all receipts and disbursements made on my account or by me
o n
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FAlSE STATEMENTS TO THE
UNITED STATES ON THIS ORANY SIMILAR FORM. PENALTIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT, FOR DETAILS SEE TITLE 18
U.S. CODE SECTION 1001 AND SECTION 1010.
The HUD-1 SeUlemenl Statement which I have prepared is a true and accurate account of this transaction
I have caused or will cause the funds 10 be disbursed in accordance with this statement
BY.~^.t: ~~ 11-/lr/H
REV-1503 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
HELEN B. NEES
FILE NUMBER
21-06-0319
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
2.
DESCRIPTION
209.764 shares American Funds Capital Income Builder Fund C @ 55.32
917 shares Carlisle Companies @ 81.98
499.599 shares Eaton Vance Floating Rate Fund C @ 9.89
VALUE AT DATE
OF DEATH
ITEM
NUMBER
1.
3.
11,604.14
75,175.66
4,941.03
6.
246.5 shares American Funds Intermediate Bond Fund of America C @ 13.31
1,739.50
11,227.82
3,280.92
4.
50 shares General Electric @ 34.79
5.
598.817 shares American Funds Income Fund of America C @ 18.75
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
107,969.07
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REV-150B EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
HELEN B. NEES
FILE NUMBER
21-06-0319
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.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. HOUSEHOLD GOODS, FURNISHINGS & EFFECTS, PER ATTACHED APPRAISAL
2. 1997 CADILLAC DeVILLE SEDAN, 45,000 MI., BLUE BOOK VALUE
12,992.00
7,525.00
3. Cash account with FinancialNetwork brokerage accl. #5AD-009992, Jacqueline L. Powell Assoc.
1,935.10
4. USAA subscribers savings account #00558-99-19
719.47
5. Federal income tax refund
2,021.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
25,192.57
~ '(I
APPRAISAL CERTIFICATE
I hereby certify that, upon the request for the estate appraisal of the personal property of
Helen B. Nees, deceased, 34 Cambridge Court Carlisle, P A 17013, I have personally and
physically inspected the listed personal property. The personal property was appraised to
determine the FAIR MARKET VALUE, AS OF d.o.d. April 3, 2006 & reported on May
8, 2006. The date of inspection was April 18, 2006.
The information and values contained in this report are based upon my experience as an
appraiser and other reliable sources. The personal property was found to be in GOOD to
EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece,
and/or as a whole. All values reported have been determined with consideration to the
condition of the item, market conditions, and salability factors.
. IBIS APPRAISAL
SER VICES
.P.P.
"
'.
3
"
APPRAISAL SUMMARY
It is in my opinion, that as of d.o.d. Apri13, 2006, the Fair Market Value of the personal
property of Helen B. Nees, deceased, 34 Cambridge Court Carlisle, PA 17013:
(Twelve Thousand Nine Hundred Ninety Two Dollars and Zero Cents)
($12,992.00)
IBIS APPRAISAL
SER VICES
The report must he read in its entiretv. The Appraisal Summarv ONLY is
not the appraisal report.
..
..
4
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Power Door Locks Cassette
Selected Optional Equipment
Integrated Phone
Leather
Dual Front Air Bags
ABS (4-Wheel)
Dual Power Seats
Premium Wheels
Power Sun Roof
Imitation Conv
Blue Book Private Party Value
Private Party Value is what a buyer can expect to pay when buying a used
car from a private party. The Private Party Value assumes the vehicle is sold
"As Is" and carries no warranty (other than the continuing factory
warranty). The final sale price may vary depending on the vehicle's actual
condition and local market conditions. This value may also be used to derive
http://www.kbb.com/kb/ki.dll/kw.kc.ucp?kbb.PA;;PA041 :&170] 3&:900?f\?"&""t>T\..k'r 1 f\.r'
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Kelley Blue Book - Private Party Pricing Report - Cadillac, DeVille
Find out' more, !(:lick m
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$5,000 to $10,000 .
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Fair Market Value for insurance and vehicle donation purposes.
Vehicle Condition Ratings
C Check Vehicle Title History
Excellent (Selected)
r.xxx::1C $ 7 ,525
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never
had any paint or body work and is free of rust. The vehicle has a clean
title history and will pass a smog and safety inspection. The engine
compartment is clean, with no fluid leaks and is free of any wear or visible
defects. The vehicle also has complete and verifiable service records. Less
than 5% of all used vehicles fall into this category.
Good
tx'.XX1 $6,985
"Good" condition means that the vehicle is free of any major defects. This
vehicle has a clean title history, the paint, body and interior have only
minor (if any) blemishes, and there are no major mechanical problems.
There should be little or no rust on this vehicle. The tires match and have
substantial tread wear left. A "good" vehicle will need some reconditioning
to be sold at retail. Most consumer owned vehicles fall into this category.
Fair
000 $6,310
"Fair" condition means that the vehicle has some mechanical or cosmetic
defects and needs servicing but is still in reasonable running condition. This
vehicle has a clean title history, the paint, body and/or interior need work
performed by a professional. The tires may need to be replaced. There may
be some repairable rust damage.
Poor
o NjA
"Poor" condition means that the vehicle has severe mechanical and/or
cosmetic defects and is in poor running condition. The vehicle may have
problems that cannot be readily fixed such as a damaged frame or a
rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or
unsubstantiated mileage is considered "poor." A vehicle in poor condition
may require an independent appraisal to determine its value.
* Pennsylvania 05/17/2006
Accurate Condition Appraisal 0 Change Condition
Accurately appraising the condition of a vehicle is an important aspect in
determining its Blue Book value. Taking our 16 question condition quiz will
ensure you know the correct condition rating.
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Copyright @ 2006 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2006 Edition.
The specific information required to determine the value for this particular vehicle was
supplied by the person generating this report. Vehicle valuations are opinions and may
vary from vehicle to vehicle. Actual valuations will vary based upon market conditions,
specifications, vehicle condition or other particular circumstances pertinent to this
particular vehicle or the transaction or the parties to the transaction. This report is
intended for the individual use of the person generating this report only and shall not
be sold or transmitted to another party. Kelley Blue Book assumes no responSibility for
errors or omissions. (v. 06052)
http://www.kbb.com/kblki.dll/kw.kc.ucp?kbb.PA;;P A041 :&17013&900?1\?J&.n".,.....RT 1 (\.r'
Page 2 of3
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USAA$
9800 Fredericksburg Road
San Antonio, Texas 78288
Statement date:
USAA number:
02-16-2006
00558 99 19
13
32258
HELEN B NEES
34 CAMBRIDGE CT
CARLISLE PA 17013-2733
This is your 2006 Subscriber's Savings Account (SSA) statement. Your SSA is a unique and valuable benefit
)f USAA membership. This year, we're able to share the association's financial success by allocating funds to
your SSA.
If our statement shows the allocation approved by the USAA Board of Directors for 2006. Allocation amounts
lary from year to year depending on overall insurance losses paid, performance of USAA's investment
Jortfolio, and the financial requirements of the association.
I\.t the end of each year, the board may also approve cash distributions from these accounts when the total
lollar amount in all SSAs is more than USAA's anticipated capital needs. In December 2005, the board of
lirectors authorized a total SSA distribution of approximately $208 million to eligible members. Please refer
.0 the enclosed brochure for more information about your SSA.
\lso, when financial results allow us to make SSA Senior Bonus payouts, we will automatically process the
listribution option you selected. If you have questions about your Senior Bonus, please call (800) 495-5957.
[hank you for entrusting USAA with your financial needs and for your continued membership.
*** This is not a bill. It is a statement of your account. ***
Subscriber's Savings Account Activity
Prior SSA Balance
Less Distribution on 12/07/05
Subtotal
Plus this Allocation
New SSA Balance
$
647.12
25.88
621.24
98.23
719.47
$
+
$
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DM136115
04481-0100
REV-1509 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
HELEN B. NEES
FILE NUMBER
21-06-0319
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
RELATIONSHIP TO DECEDENT
A. MARl N. KILLIAN
1240 MT HOllY PIKE
CARLISLE, PA 17013
DAUGHTER
B
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 02/05/02 M&T BANK SAVINGS ACCT. #00015004202073017 4,558.86 .50 2,279.43
2. A. 02/05/02 M&T BANK CHECKING ACCT. #1056336 2,519.51 .50 1,259.76
TOTAL (Also enter on line 6, Recapitulation) $ 3,539.19
(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
21-06-0319
ESTATE OF
HELEN B. NEES
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
HOFFMAN ROTH FUNERAL HOME, professional services
Embalming and other preparation
Funeral and graveside services and equipment
Transport to Arlington
Casket
Obituaries, Clergy and Organist's Honoraria, Death Certificates, Hair dressing, etc.
MEMORIAL DINNER
1,720.00
915.00
855.00
200.00
3,200.00
1,849.20
3,480.00
2.
3.
4.
5.
6.
7.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City
State
lip
Year(s) Commission Paid:
2.
Attorney Fees
5,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
.lip
Relationship of Claimant to Decedent
4.
Probate Fees
364.00
5. Accountant's Fees
6.
Tax Retum Pre parer's Fees
100.00
7.
PUBLISH EXECUTOR'S NOTICES: CU, $75; THE SENTINEL, $166.07
IBIS APPRAISAL SERVICES
241.07
660.00
719.64
369.81
526.64
270.00
8.
9.
School Real Estate Tax: 1,572.86, less 853.22 returned at settlement
Utilities: PPL (292.12), Sprint (77.69)
10.
11.
Zeigler's Moving & Storage, move furnishings for distribution in kind
Terry Cook, cleaning condo prior to sale
12.
20,470.36
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, F ACILmES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVICE
Basic Services of Funeral Director & Staff.
Embalming.
Other Preparation of the Body .
FACILITY, STAFF, EQUIPMENT
Funeral Ceremony (Conducted at another facility)
Graveside Services,
lJSE OF STAFF & EQUIPMENT
Transfer of Remains to Funeral Horne.
_Miles Transported to Arlington
Casket Coach (Hearse) ,
Lead! Clergy / Errand Car .
FTJNERAL HOME SERVICE CHARGES
6/30/2006 9:11 AM
FROM: Hoffman Roth Funecal Hoffman Roth Funecal Home
Hoffman-Roth Funeral Home, Inc.
219 North Hanover Street
Carlisle, P A 17013
(717)243-4511
June 30, 2006
Mari Killian
1240 Holly Pike
Carlisle, P A 17013-
The Funeral Service for Helen B. Nees
SELECTED MERCHANDISE:
Solid Maple Provincial Casket
Acknowledgment Cards .
Visitor Register
Memorial Folders.
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED
Cash Advances
Newspaper Obituary Notice-Free Lance Star, VA.
Newspaper Obituary Notice-Patriot News.
Newspaper Obituary Notice-Sentinel
Clergy Offering .
Certified Copies of Death Certificate
Flowers.
Hairdresser.
Organist.
TOT AL CASH ADVANCES AND SPECIAL CHARGES
Total
Tot:Jl Cost
Helen B. N ees
TO: 245--i~~_.__.__~.__.~.__
14740-68
$1720.00
$680.00
$235.00
$320.00
$190.00
$195.00
$200.00
$250.00
$95.00
$3885.00
$3200.00
$20.00
$25.00
$25.00
$7155.00
$108.00
$159.60
$100.80
$250.00
$120.00
$720.80
$30.00
$95.00
$1584.20
$8739.20
REV-1512 EX+ (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HELEN B. NEES
FILE NUMBER
21-06-0319
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
FIRST QUARTER CONDO ASSN. FEE
550.00
2.
Erie, Condo Insurance
754.00
3.
Utility Bills, PPL, Sprint, Verizon, Borough of Carlisle, Corncast
428.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,732.00
REV-1513 EX+ (9-00) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
HELEN B. NEES
FILE NUMBER
21-06-0319
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1. EUGENE C. NEES, 401 E. TAYLOR ST., SAVANNAH, GA 31401 SON .33
2. LYNNE N. lEWIS, 4641 CARRIAGE DR., VIRGINIA BEACH, VA 23462 DAUGHTER .33
3. MARl N. KilLIAN, 1240 MT. HOllY PIKE, CARLISLE, PA 17013 DAUGHTER .33
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 $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I, HELEN B. NEES, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound mind, disposing memory and full legal age, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made
byrne.
ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debts,
funeral and administrative expenses as soon as convenient after my decease. Furthermore, I
direct that all state, inheritance, succession and other death taxes imposed or payable by reason of
my death and interest and penalties thereon with respect to all property composing of my gross
estate for death tax purposes, whether or not such property passes under this Will, shall be paid
by the Executor or Executrix of my estate.
TWO. My Executor or Executrix may, at his or her discretion, compromise claims,
borrow money, retain property for such length of time as he or she may deem proper; lease and
sell property for such prices, on such terms, at public or private sales, as he or she may deem
proper; and invest estate property and income without restriction to legal investments unless
otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any
realty and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale
therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and
empowered to engage in any business in which I may be engaged at my death, for such period of
time after my death as seems expedient to said Executor or Executrix.
InitiaJJ A f\
THREE. I give, devise and bequeath all of my estate of whatever nature and wherever
situate in equal shares to my children, MARl N. KILLIAN, LYNNE N. LEWIS and EUGENE C.
NEES, per capita, which provides that if one of my children is deceased the remainder of my
children then living shall take the share that child would have taken if living.
FOUR. In the event of a common disaster causing the death of myself and all of my
children all within a period of sixty (60) days, I then give, devise and bequeath the rest, residue
and remainder of my estate in equal shares to all of my grandchildren, per stirpes, which provides
that the child or children of any deceased person shall take the share their parent would have
taken if living.
FIVE. I hereby nominate and appoint MARl N. KILLIAN as Executrix of this my Last
Will and Testament. If she predeceased me, failed to qualify or is not able or does not serve for
whatever reason, I then appoint LYNNE N. LEWIS, to be the Executrix of my estate. In the
event that she has predeceased me, failed to qualify or is not able or does not serve for whatever
reason, then in her place I appoint EUGENE C. NEES, to be the Executor of my estate, whereby
both substitute Executors shall have the same powers as the original Executrix hereunder.
SIX. If, under any of the provisions of this Last Will and Testament, any principal
becomes vested in a minor, my Executor or Executrix, as the case may be, including any
administrator c.t.a., shall have the discretion either to pay over such principal or any part thereof
to any parent of such minor, any guardian of the person or estate of such minor, or any person
with whom such minor resides, or to retain the same as trustee of a power in trust for the benefit
of such minor during his or her minority. Any of the principal thus retained, and any of the
income therefrom, including the whole thereof, may be paid to or applied for the benefit of such
minor from time to time in the discretion of the trustee of such power. When such minor reaches
InitiaJ} iB 0\.
2
majority, the funds so held shall be paid over to such person, or, if he or she shall sooner die, to
his or her legal representatives. In so holding any principal or income for any minor, the trustee
of such power shall have all the rights, powers, duties and discretions conferred or imposed upon
my fiduciaries acting under this Last Will and Testament. I further direct that no bond shall be
required from any person receiving a payment hereunder and receipt from such person shall be a
full discharge to the trustee of such power who shall not be bound to see to the application or use
of such payment. The trustee of such power shall be entitled to commissions at the rates and in
the manner payable to a testamentary trustee.
SEVEN. No person(s) shall benefit hereunder unless such beneficiary shall survive me
by sixty (60) days.
EIGHT. No Executrix, Executor, or Trustee acting hereunder shall be required to post
bond or enter security in this or any other jurisdiction.
[THE REMAINDER OF TillS PAGE HAS BEEN INTENTIONALLY LEFT BLANK]
InitiaJ! i!J fI
3
NINE. No beneficiary may assign or anticipate his or her interest in any income or
principal held or distributable hereunder; and no beneficiary's creditors may attach or otherwise
reach any such interest.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this a day of
February, 2001.
~ IJ~ /3~ <J\..R14JeSEAL)
HELEN B. NEES
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
4
ACKNOWLEDGMENT AND AFFIDAVIT
WE, HELEN B. NEES, MARTHA L. NOEL and CHERYL L. CLELAND, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
fIrst duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her last will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by HELEN B. NEES, the testatrix
herein, and subscribed and..~ to before me by MARTHA L. NOEL and CHERYL L.
CLELAND, witnesses, this:t..L:"cfay of February, 2001.
~Ji~i;[!flOAJt r!61L
Not ry Pu lie
Notarial Seal
Betzi A. Morrison, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Dec. 15, 2004
Member, PennsylVania Assoclation of Notaries
5