HomeMy WebLinkAbout03-02-07
REV-1500 EX + (6-00) ..
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
06/28/2006
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
- ---..,-.------
FILE NUMBER _-/, _ _
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COUNTY"'Cci'5E --vEA~ - - ~:uMBER- -
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
78- 5 0 - 3 2 2 3
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
06/27/1948
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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00 1. Original Return
o 4. Limited Estate
D 6. Decedent Died Testate (Attach copy 01 Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date 01 death between 12-31"91 and 1-1-95)
o 3. Remainder Return (date 01 death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. S'113(A) (Attach Sch 0)
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NAME
Lawrence J. Nea , Es uire
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
108-112 Walnut Street
Harrisburg, PA 17101-1609
TELEPHONE NUMBER
717)238-4798
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
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)
OFFIC1AL USE ONLY
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16,756.521,
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(8)
174,356.52
22,918.30
430,377.61
(11)
(12)
(13)
453,295.91
-278,939.39
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
-278,939.39
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
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
0.00 X _(15) 0.00
0.00 X .045 (16) 0.00
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 0.00
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 < <
Decedent's Complete Address:
STREET ADDRESS 3 Ed dO'
gewoo rive
~
CITY .
Mechanlcsburg
I STATE PA
I ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C)
(2)
0.00
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 to: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ........................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ........................................ D
c. retain a reversionary interest; or ...................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ................... .......................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?......................................... ..................................................... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D
4. Did decedent own an Individual Retirement Account'Annuity, or other non-probate property which _
t . b f" d . t' ? L / r-e...----; .- r- j", ( e ! t. n---
con alns a ene IClary eSlgna Ion. ................................~.t..:>.k-:..r.Ul........Q'Y.\..i ........................... L.::J
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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 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) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 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 12% [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
FILE NUMBER
Leao Nancy A.
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 oronertv which is iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F,
ITEM
NUMBER
1.
DESCRIPTION
3 Edgewood Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055-
Parcel No. 18-22-0519-224*
VALUE AT DATE
OF DEATH
150,000.00
2.
Dolphin Beach Club - Daytona Beach Shores, Florida - week 13/Float Unit - timeshare*
2,100.00
3.
Massanutten's Mountainside, Harrisonburg, Virginia - week 27/Unit 20 - timeshare*
5,500.00
* Jointly owned with spouse - but reported in the Estate of Nancy A. Lego
by virtue of Slayer's Act.
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
157,600.00
REV-1508 EX +,(6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Leao Nancv A
FILE NUMBER
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
1.
DESCRIPTION
Tax prorations at settlement on sale of 3 Edgewood Drive, Mechanicsburg, Pennsylvania
(Settlement Sheet attached)
VALUE AT DATE
OF DEATH
1,010.02
2.
2003 Hyundai* - auction sale
9,400.00
3.
Household possessions* - auction sale
4,881.00
4.
Refund of Bankruptcy Chapter 13 payment less fees
1,226.00
5.
Homeowner's Insurance - refund
85.00
6.
Vehicle Insurance - refund
154.50
* Jointly owned with Spouse - but reported in the Estate of Nancy A. Lego by virtue
of Slayer's Act.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
16,756.52
REV-1511 EX + (12-99)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leao Nancv A.
ITEM
NUMBER
A,
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Musselman Funeral Home
Rolling Green Cemetery
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Joseph J. Lego
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 3 Edgewood Drive
City Mechanicsburg State PA Zip 17055
Year(s) Commission Paid: 2007
Attorney Fees - Lawrence J. Neary, Esquire
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
Probate Fees Register of Wills of Cumberland County
Accountant's Fees
Tax Return Preparers Fees
Appraisal costs - Timeshare units
Mountainside Villas - Annual Assessment
Dolphin Beach - Annual Assessment
Auction Commission - personal property
Borough of Mechanicsburg
Cumberland County Law Journal (Estate advertisement)
Carlisle Sentinel (Estate- advertisement)
Liberty Mutual - Auto Insurance
United Water
Culigan - water system
PP&L
Liberty Mutual - Auto Insuance
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
AMOUNT
6,097.40
1,195.00
2,000.00
5,000.00
304.00
720.00
350.00
356.89
1,663.22
106.82
37.50
57.63
140.75
74.60
51.80
359.29
147.75
22,918.30
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Lego, Nancy A.
Decedent's Name
Page 2
File Number
Schedule H - Funeral Expenses & Administrative Costs - 81
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (5) David A. Lego 2,000.00
Social Security Number(s)/EIN Number of Personal Representative(s) 202-52-8249
Street Address 803 Highland Court
City Mechanicsburg State P A Zip 17050
Year(s) Commission Paid: 2007
SUBTOTAL SCHEDULE H-B1 2,000.00
Lego, Nancy A.
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 3
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
Borough of Mechanicsburg - sewer
Certified Mail - Notice
PP&L
United Water
Culigan - water system
Amber Rexroth - yard maintenance
Elmer Murry Auctions - advertisement fees
PP&L
United Water
106.82
4.64
98.76
16.77
35.07
490.00
1,440.00
47.97
15.62
SUBTOTAL SCHEDULE H-B?
2,255.65
REV-1512 EX';' (6-98)
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leao Nancv A.
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Settlement charges, Members First FCU mortgage payoff (as per attached Settlement
Sheet)
VALUE AT DATE
OF DEATH
125,728.14
2. Members First mortgage payment
929.13
3. KISB - Korean Television
85.00
4. Bally's Park Place
2,000.00
5. Boscov's Credit Card
175.32
6. Capital One
2,611.51
7. Capital One
1,362.67
8. Capital One
6,094.97
9. Cabela's Club Visa
252.98
10. First National Bank of Omaha
13,179.69
11. Goodyear Credit Plan
331.13
12. Harry Cahng
206,000.00
13. Hilton Casino & Resort
2,000.00
14. Kay Park
50,000.00
15. Sears
5,627.07
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
430,377.61
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Lego, Nancy A.
Decedent's Name
Page 3
File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16. Theresa Imes 10,000.00
17. Trump Marina 2,000.00
18. Trump Plaza Casino 2,000.00
SUBTOTAL SCHEDULE I 14,000.00
GRAND TOTAL SCHEDULE I $ 430,377.61
'''~'~nw("..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
(Ann Nancv A
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
Sec. 9116 (a) (1.2)]
1. Joseph J. Lego Lineal
3 Edgewood Drive 50%
Mechanicsburg, PA 17055
2. David A. Lego Lineal
876 Mandy Lane 50%
Camp Hill, PA 17011
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)
A. B. r JF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.oFmHA 3 ~CONV. UNINS. 4. OVA 5. oCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT AAM06-00602 2030061149307
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3/98 (AAM06-D0602.PFOI AAM06-D060;!/3S)
D. NAME AND ADDRESS OF BOffiOWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Jos-8ph J. Lego and Estate of Philip S. Lego Decision One Mortgage Company,
Christinia L. Lego, husband and wife and Nancy A. Lego LLC
3 Edgewood Dr. 3023 HSBC Way
Mechanicsburg, PA 17055 Fort Mill, SC 29715
G. PROPERTY LOCATION: H. SETTLErv1ENT AGENT: 20-1201106 I. SETTLEMENT DATE:
3 Edgewood .Dr. Victory Settlement, LLC
Me~hanlcsburg, PA 17055 December 12, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEME~IT
341 Science Park Road, Suite 2051
State College, PA 16803
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: -- 400. GROSS AMOUNT DUE TO SELLER
101. Contract Sales Price I 150,000.00 401. Contract Sales Price I 150,000.OC
102. Personal Prooertv I 402. Personal Property I
I
103. Settlement C0~es to Borrower (Line 1'!.QQ2 I 6,156.95 403. I
I
104. I 404. I
I
I -- i
105. 405. .
Adiustment~ FIX Items Paid By Seller in advance Adiustments FIX Items Paid Bv Seller in advance
~CityfTown Taxes 12/12/06 to 01/01/07 I 17.87 406. CityfTown Taxes 12/12/06 to 01/01/07 I 17.87
107. CountyTClxes 12/12/06 to 01/01/07 I 16.29 407. County Taxes 12/12/06 to 01/01/07 I 16.2S
108. School 12/12/06 to 07/01/07 I 975.86 408. School 12/12/06 to 07/01/07 I 975.8E
109. I 409. I
110. I 410. I
Y11. - r 411. I
I
112 I 412. I
I I
120. GROSS AMOLNT DUE FROM BORROWER 157,166.97 420. GROSS AMOLNT DUE TO SELLER I 151,010.0:
I
200, AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deposit or earnest money I 15,000.00 501. Excess Deposit (See Instructions) I
202. Principal Amount of New LoariTs) I 120,000.00 502. Settlement Charqes to Seller (Line 1400) I 6,5092S
203. Existina loanls) taken subiect to I 503. Existinq loanl s) taken subiect to I
204. 1-- 504. Payoff First Mcrtgage to Members 1st FCU ! 119,21885
205. I -- 50S. Payoff Second Mortgage I
f----.
206. I 506. Deposit retained bv seller I 15,000.00
207. I -- 507. I
208. I 508. I
209. -- 509. I
Adiustments FIX Items Unpaid By Seller Adiustments FIX Items Unpaid By Seller
210. CitvfTown Taxes to I 510. CitvfTown Taxes to I
211. County Taxes to --L 511. County Taxes to I
212. School to +- 512. School to ~
213. 513.
214. I 514. I
215. I 515. I
216. ~ 516. I
217. 517. I
218. I 518. I
219. I 519. I
- I I
220. TOTAL PAID BY/FOR BORROWER 135,000.00 520. TOTAL REDUCTION AMOUNT DUE SEUER 140,728.14
300. CASH AT SETTLEMENT FROMrrO BORROWER: 600, CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120) I 157,166.97 601. Gross Amount Due To Seller (Line 420) I 151,010.02
302. Less Amount Paid By/For Borrower (Line 220) I( 135,000.00) 602. Less Reductions Due Seller (Line 520) I( 140,728.14
303. CASH ( X FROM) ( TO) BOmOWER I 22,166.97 603. CASH ( X TO) ( FRJM) SELLER I 10,281.88
i
OMS NO. 2502-0265 ~,
$
L. SETTLEMENT CHARGES
@
%
700. TOTAL COMMISSION Based on Price
Division of Commission (line 700) as Follows:
701.$ to
702. $ to
703. Commission Paid at Settlement
704. to
aOO.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee % to
802 Loan Discount % to
803. Appraisal Fee to
80LL Credit Report to
805. Broker's Procesing Fee to
806. Underwritinq Fee _ to Decision One Mortgage Company, LLC
807. Processing Fee to American Advantag.e Mortgage Services, LLC
?08=Document Prep
809. Broker Fee
810.
811. Yield Spread Prem Pd by Lender American Advantage Mortgage Services, LLC
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 12/12/06 to 01/01/07 @ $ 23.300000/day ( 20 days
~.Mortgage Insurance Premium for 12 months to
903. Hazard Insurance Premium for 1.0 years to
904.
905.
1000, RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance
1002. Mortqaoe Insurance
100.1. Cityrrown Taxes
~!. County Taxes
1005. School
1006.
1007.
1008. Aooreoate Adjustment
1100. TITLE OiARGES
1101. Settlement or Closing Fee
1102. Abstract or Title Search
1103. Wire Fee
1 ! 04. Express Mail Fee
1105. Document P!~lration
1106. Tax Cert/lien Letters
j.1 OZ_Attorney's Fees
(includes above item numbers:
1108. Title Insurance
(includes above item numbers:
1109. Lender's Coverage
1110. Owner's Coverage
1111. END. 100,300,900,710
1112.. Closing Protection Letter
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 50.00; Mortgage $ 89.00;
1202. City/County Tax/Stamps: Deed ; Mortgage
1203. State Tax/Stamps: Deed ; Mortoa[Je
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev
1302. Pest Inspection
1303. Property Taxes
1304. 2006 School Taxes
1305. See addi!,1 disb. exhibit
1400. TOTAL SETTLEMENT CHARGES
to American AdvantageMortgage Services, LLC
6:9900%)
.
3.000
months @ $
months (Q} $
months @ $
months @ $
months @ $
months @ $
months @ $
months @ $
41.67 per month
Der month
25.15 per month
24.78 Der month
144.72 per month
per month
per month
~'er month
11 .000
11 .000
7.000
to Victory Settlen:ent, LLC
to
to
to
to
to
to
Victory Settlement, LLC
Victory Settlement. LLC
Victory Settlement, LLC
to United General Title Insurance Company
958.75
120,000.00
$
$
to Victory Settlement, LLC
to United General Title Insurance Company
Releases $
TPP Recordings
TPP Recordings
to
to
to Mechanicsburq Borouqh r
~ I
(Enter on Lines 103, Section J and 502, SectionK) I
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
89!J.00
650.00
1,200.00
POC L $1200.00
466.00
125.01
276.65
27:2 .58
1,013.04
-533.08
295.00
20.00
65.00
7:5.00
)
958.75
)
200.00
3:5.00
139.00
18-22-0519-224
6,156.95
I ~
\;;lctOry Settlement, LLC Settlement Agent
Pa;
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
1,949.2S
4,560.00
6,509.2S
l
~
I
HUD-1, Page 3
Borrower (s): Joseph J. Lego and Christinia L. Lego,
husband and wife
3 Edgewood Dr.
Mechanicsburg, PA 17055
Seller(s): Estate of Philip S. Lego and Nancy A.
Lego
Lender: Decision One Mortgage Company, LLC
Settlement Agent: Victory Settlement, LLC
(877)443-0833
Place of Settlerrent: 341 Science Park Road, Suite 205\
State College, PA 16803
Settlement Date: December 12, 2006
Property Location: 3 Edgewood Dr.
Mechanicsburg, PA 17055
Cumberland County, Pennsylvania
Additional Disbursements
Payee/Description
_' .Elmer Murray Auctions, Inc.
Auctioneer Commission
Note/Ref No.
Borrower
Seller
4,560.00
Total Additional Disbursements shown on Line 1305
$
0.00 $
4,560.00
Seller l.oan Payoff Details
Payoff First Mortgage
Loan Payoff
Total Additional Interest
to Members 1 st FeU
118,451.01
767.84
As of 12/15/06
39 days @
19.688100 Per Diem
Total Loan Payoff
119,218.85
\ have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify
that I have received a copy of the HUD-1 Settlement Statement.
-' -- ~v~ d JecVF
JO~Ph. fL!31' . /
I ,~ (;1
C nstinia L. Lego
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Estate of Philip S. Lego and Nancy A. Le~~o
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David A. Lego, Co-Administrator for the Estate of
Philip S. Lego and the Estate of Nancy A. Lego
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