HomeMy WebLinkAbout04-20-07
.
--1
15056041147
REY-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
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN 21 06
RESIDENT DECEDENT
File Number
00524
172019594
Date of Birth
05122006
08271918
Decedent's Last Name
GAUL
Suffix
Decedent's First Name
JUNE
MI
S
(If Applicable) Enter SurvIvIng Spouse's Infonnation Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
- Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
1m 1. Original Retum 0 2. Supplemental Return
0 4. Limited Estate 0 4a. Future Interesl ComplOllljse
(date of death 8ft.. 12-12-82)
1m 6. Decedent Died Tealate D 7 DtlC8denl MalntaJned a UYing Trust
(Attach Copy of WiN) . (Attach Copy of Truat)
D 9. Litigation Proceeds Received 0 10 Spousal P~ Crecf~ ~date of death
. b8lween 12-31- 1 and -1-95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT - THIS SECnON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO:
ame DaytIme Telephone Number
ROBERT P. KLINE 7177702540
o
c-
".......J
, -~'::,)
(;.;;;~
FInn Name (If Applicable)
KLINE LAW OFFICE
Second line of address
P.O. BOX 461
-')
REGISTER OF~~ USE ~Y I
,'''' .-.'
, '-, N
;~J 0
First line of address
714 BRIDGE STREET
City or Post OffIce
NEW CUMBERLAND
C.I/
State
PA
ZIP Code
17070
DATE FILED
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompan)'ing schedules and statements, and to the best of my k~e and belief,
it is true, correct and complete. Declaration of preparer other than the personal representlitMt is baSed on all information of Which preparer has any knOWledge.
SIGNA E OF PERSON RESPONSIBLE FOR FlUNG RETURN DATE
fl. Victoria A. Bosso
Robert P. Kline
DATE
L
714 Bridge Street, New Cumberland, PA 17070
-lct-o'f-
Side 1
15056041147
15056041147
--1
...J
15056042148
REV-1500 EX
Deoedent's Name:
GAUL, JUNE S.
125,000.00
RECAPITULATION
1. Real Estate (Schedule A).........................................................,................................ 1.
2. Stocks and 80nds (Schedule 8)............................................................................... 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) 0 Separate Billing Requested............. 6.
7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 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. N.t Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Govemmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Valu. 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 1"41aXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
77,342.76
16.
17.
18.
19. Tax Du...................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L
Side 2
15056042148
Decedent's Social Security Number
172019594
5,958.03
1,584.33
132,542.36
26,258.59
28,941.01
55,199.60
77,342.76
77,342.76
3,480.42
3,480.42
D
15056042148
...J
R~-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 06 - 00524
Gaul, June S.
STREET ADDRESS
404 Deerfield Road
CITY I STATE /ZIP
Camp HIli PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsJPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,480.42
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
0.00
TotallnterestlPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 3,480.42
(5A)
(5B) 3,480.42
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:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
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.
Yes No
~ ;
~
~
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. ~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 zero
(0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax retum 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. ~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 four and one-half (4.5) percent,
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 twelve (12) percent [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.
.
SCHEDULE A
REAL ESTATE
COMloIONWEAL 1M OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Gaul, June S.
FILE NUMBER
21 - 06 - 00524
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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 1904 Letchworth Drive, Camp Hill (Lower Allen Twp, Cumberland Co.) , PA 17011 125,000.00
Parcel #13-23-0547-203 (value per sale of property, HUD-1 attached)
TOTAL (Also enter on Line 1, Recapitulation) 125,000.00
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RElUFlN
RESIDENT DECEDENT
ESTATE OF Gaul, June S.
FILE NUMBER
21 - 06 - 00524
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Belco Community Federal Credit Union #766673 1,331.77
2 Commerce Bank #0536258049 108.23
3 Wachovia #3014193849763 1,169.14
4 Nationwide Life Insurance #7610G11035 838.11
5 Nationwide Life Insurance #0685G02020 1,647.08
6 Nationwide Life Insurance #7609G16499 863.70
TOTAL (Also e'nter on Line 5, Recapitulation) 5,958.03
*'
SCHEDULE F
JOINTLY -OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gaul, June S.
\ FILE NUMBER
21 - 06 - 00524
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
Georgine U. Gaul Daughter-in-Law
A
ITEM LETTER DATE Include name OfllnaIiCl~I~~~on ana l5an~account number DATE OF DEATH %OF DATE OF DEATH
NUMBER FOR JOINT MADE pr similar identifying number. Attach deed for jointly-held real VALUE OF ASSET DECO'S VALUE OF
TENANT JOINT estate. INTEREST DECEDENrSINTEREST
1 A Fulton Bank #3622-82107 3.168.66 50% 1,584.33
TOTAL (Also enter on line 6, Recapitulation) 1,584.33
JOINTLY OWNED PROPERTY:
*'
SCI-ED11: H
R.N3W-EXPENSES&
~TlVECOS1S
COIoIIolONWEAI-'lM OF PENNSYLVANIA
INHERITANCE T""'- RETVRN
RESIDENT DECEDENT
FILE NUMBER
21 - 06 - 00524
-
~STATE OF Gaul, June S.
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER FUNERAL EXPENSES:
A. 1 Parthemore Funeral Home & Cremation Services, Inc., New Cumberland, PA 9,935.40
2 Office of Catholic Cemeteries 775.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attomey's Fees Kline Law Office 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register Of Wills 233.00
Advertising - Cumberland Law Journal & Sentinel 161.21
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Fulton Bank (mortgage loan on property - six monthly payments in amount of $333.71 2,002.26
each)
TOTAL (Also enter on line 9, Recapitulation)
26,258.59
.
ScheclEH
AnnI ExpeIISe5&
~c6IeCoslsCXl'llhJed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Gaul, June S.
RLE NUMBER
21 - 06 - 00524
2
Nationwide Insurance
295.00
3
PAWC
523.09
4
Lower Allen Twp
90.75
5
Real Estate Evaluation Advisors (appraisal)
400.00
6
UGI
175.26
7
PPL
19.91
8
Settlement Costs - sale of real estate (see attached settlement statement - adjusted
for tax & sewer prorations)
8,461.43
9
West Shore EMS
686.28
Page 2 of Schedule H
*
SCHEDULE I
DEBTS OF DECEDENT. MORTGAGE
LIABILITIES, & LIENS
C(lMMONWEAL TH OF PENNSYlVANIA
INHERITANCE TAX RE1\IN'l
RESIDENT DECEDENT
FILE NUMBER
21 - 06 - 00524
ESTATE OF Gaul, June S.
Include unrelmbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Fulton Bank (payoff of mortgage loan @ time of sale - see settlemetn statement attached) 27.178.75
2 Pinnacle Health Hospitals 39.39
3 Lower Allen EMS 61.07
4 Kohl's Credit card #033-2722-792 78.06
5 Walmart credit card #6032 2072 2044 8203 155.13
6 Holy Spirit Hospital 941.60
7 Internists of Central PA 487.01
TOTAL (Also enter on Line 10, Recapitulation) 28,941.01
. RE\'t-1113 EX+ '9~)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gaul, June S.
\ FILE NUMBER
21 - 06 - 00524
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Ultt TNStee(s)
I. TAXABLE DISTRIBUTIONS [include outright sgousal
ClistributionSg and ransfers
under Sec. 116 (a)(1.2)]
1 Victoria Ann Bosso Daughter 25
404 Deerfield Road, Camp Hill, PA 17011
2 Robert Charles Gaul Son 25
19 Grinnell Drive, Camp Hill, PA 17011
3 Timothy Ross Gaul Son 25
3 Ovis Drive, Mechanicsburg, PA 17055
4 Thomas Joseph Gaul Son 25%
802-A Lewisberry Road, Lewisberry, PA 17339
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS
NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
'.
Be
J}t
itemember~ll
G:~at~, June S. Gaul of Camp Hill
in. the County of Cumberland amt..Jr:!~~1r.':l8~;van.ia,
beiAt of sozuu/, mi1ut, memory a,n,d u,ndersta1utint do make and publish this my
last W'iU and Testamen.t, h8reby revokin.t and m,a,kin.t vof,d, aU former WilZs by me
at Q,IJ,1/ time heretofore made.
~ ~tnt,;.J direct t/w,t my funeral, be co1utuctecl in. a mann.er correspo1utint
with my estate a1ut'situation. in. Ufe an.d that aU my jUBt debts and fun.eral expen.-
les be ful,ly paid and latisftecl all soon. ascon,venienUy may be after my deceCue.
!utb to such estate all it has pleased God to entrlut to me, I dispose of the
IamB all foUow.~ uiz;
1. I give, devise and bequeath all my property, of whatever nature
or kind and wheresoever. situate, to ~ beloved husband, Charles W. Gaul,
and I do constitute and appoint the said Charles W. Gaul to be the
executor of this my last. will and testament.
2. If the said Charles W. Gaul die. before me, or if he dies
without having probated this will, .then paragraph "1" above .hall be null
and void, and instead thereof, I give, devise and bequeath all my property
of whatever nature or kind and where.oever situate, to my ohildren, share
and share alike.
./,/
/
/
/
/
/
,
/
//
/
/
/'
//'
//
/
/
/
/
/
,
//
a
Co
~::lJ
OJ'1:J
m:;f.O
;:i1-z:m
2cn~
000
ng-n
9::0
- "-l
:g
......
=
<==>
. C7"
(.-
~
w
1)
::x
.&:"'
.or
::1J\ ~r
('T1
~:~J
:--':; ~
r:ne
0,';;
~:~: a
..~ "12
r:d. ~"
t-..
V)"~
------
--~------_._---
m:r
!-nb Ihereby nominate, constitute and appoint daughter,
Victoria A. Bosao to be the
Executrix
of this my last Wilt and Testament.
~n ~itnn. ~~trtllf.:.J June S. Gaul
the Testat or , have to this, my Wi~l written on one sheet ofpa,per, set my hand
and seal, this lOth clay ol March .A.. D. One Thou,sa1ld
Nine Hundred and eight:;r-four (1984).
..JUii..il~_LU..............mmm.~
Silned, sealed, published and declared by the above named June S. Gaul
. as and for her last Will and Testament,
in the presence of UB, who haV8 hereunto subscribed our names at her request as
Witnesses thereto, in the presence of the said Testa~r , and of each other.
jz~i7.~:'~m
...[f((E~f{;~~~.....................
(fillbidl
I
II
\1
II
Ii
I
II
I
FEE SIMPLE DEED No. 753
Priated aDd Sold by Jolm C. Oark Co.. 1430 S. PenD Square, Phila.
(! i$ 3tWmtnrt,
Made the 1/ day of in the year of our Lord one
thousand nine hundred and-fifty- (
BETWEENr:FRANC1S B. J. BRANAGAN, and JOHN F. WIlBON, Trading, as Branl'l.p;an and Wileon.
of Camp Hill, ~ammonweaL~n or ~ennsyLvanla,
(hereinafter called the Grantor s ), of the one part, and
if of Harrisburg, CODDnonwea1tlI of Pennsylvania
CHARLES W. GAUL, and JUNE A .,his w e,
(hereinafter called the Grantee s), of the other part,
mttmS1'Iefl}', That the said Grantor s
for and in consideration of the sum of
NINETY SEVEN HUNDRED($9,100.00)OOLIARS lawful
money of the United States of America, unto...them .....well and truly paid by the said Grantee 8
at or before the sealing and delivery hereof, the receipt whereof is hereby ac.knowledged,-- have
granted, bargained and sold, released and confirmed, and by these presents - doth grant, bargain
and sell, release and confirm unto the said Grantee s;-their heirs
and ~gns, as Tenants by Entireties.
ALL THAT CERTAIN lot or piece of ground with the buildings and improvements thereon erectE
~l'l'UAOl'E in Lower_.JI.1-1eRa,TowIlship, Cumberland County, Pennsylvania, being known as Lot #19
in Block "D'1'fJt ~1&rid Estates Development made by D. P. Raffensperger, Registered
Surveyor, Lemoyne, Pennsylvania, dated the Fourth day of t4ay A. D., 1950, recorded in
Plan Book'lf- paselO1), more fully described as follows to wit:
BEGINNIl'G at a point on the Northerly side of Letchworth Drive Fifty Feet wide, at the
distance of Four hundred ninety-eight and Ten one-hundredths feet measured Eastwardly
along the Northerly and Easterly side of Letchworth Drive fi'omthe Southernmost terminus
of' a radial round corner connecting the Easterly side of Letchworth Drive with the South-
easterly side of Kent Drive, Fifty feet wide; said point also being a cornsI' of'Lots 18
and 19 on Block "D" on the. aforesaid plan; thence extending Northwardly Two hundred ten
and Forty-three one-hundredths feet to I'l. point; thence extending NortheastwallJ).ly Sixty-
one and Thirty-six one ",hundredths feet to a point; thence extending SouthwardJ-y Two
hundred twenty-three and Twenty-seven OIle-hundredths feet to the No1':therly side of Letchwo
Dri ve; thence extending Westwardly along the Northerly slde of Letchworth Drive, Sixty fee
to the first mentioned point and pll'l.ce of beginning. BeiLng Lot #19 "DOl Letchworth Drive.
BEING par-t;of::,the'.stitnefJpremiees whigh Francis B. J. Branagan, et ux by Indenture bearing
date the i'wenty-ninth day of Jtine A. D., 1950, and recorded in Carlisle, in Deed Book L 1
Page 158 & c, granted and conveyed unto Francis B. J. Branagan, and John F. Wilson, Tradin,
as Brana.gan, and Wilson, as Partnership Property.
UNDER AND SUBJECT to certain building restrictions as of record.
AND
---------..---
iiog.etl}:.er with all and singular the buildings and improvements, ways.
streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and
appurtenances, whatsoever, un~ the hereby granted premises belonging, or in any wise apper-
taining, and the reversions and remainders, rents, issues and profits. thereof; and all the
estate, right, title, interest, property, claim and demand whatsoever of_ them _ the said
Grantor as well at law as in equity, of, in, and to the same._
atn l}:au.e mtb to 1J:n1b the said lot or piece of ground above descnbed together
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 Grantee s, their .heirs and assigns, to and for the only proper use and
behoof of the said Grantee s, their heirs and assigns forever. as Tenants by
Entireties.
TINDER AND SUBJECT, as aforesaild
Aub the said_Grantor, for themselves, their
heirs, executors and administrators, ~n _ covenant, promise and agree, to and with the said
Grantee s, their heirs and assigns, by these presents, that they, the said Grant
their
heirs all and singular the hereditaments and premises hereby granted or
mentioned and intended so to be, with the appurtenances, unto the said Grantee s, their
hell'S _ and assigns, against them , the said Grantors, their
heirs and against all and every person and persons whomsoever lawfully
claiming or to claim the same or any part thereof, by, from or uncier him, her, them;
or any of them, shall and will
Under and Subject, as aforesaid _ WARRANT and forever DEPEND.
In Wilma .lJn.e.of~ the part les of the first part have hereunto set
thei l' ---.hand s and seal :Qated the day and year first above written.
.~aIril aM iJ~llu~rdl
~n
~EAL)
( SEAL)
il.ec.eiu.eb~ on the day of the date of the above Indenture, of th4 above-named Grantee s
the 1 consideration herein mentioned
JA?tdL
HN F.W N
FRANCIS B.
C9u flJe / / day of Anno Domini 19 51, before me. the
subscriber, a Notary Public for ~ onweal of Pennsylvania, residing in the ~
o-:t<S'J...:..I.o.a.\~ personally appeared the above-named ~NCrs B.J.BRA~AGA.N. and
JOHN F. WILSON, Trading as Branagan and Wilson ____
and in due form of law acknowledged
the above INDBNTURB to be 1ffieir and each of their - act and deed, and desired the same
might be recorded as such.
"line.. my hand and Notarial seal the day and year aforesaid.
~
My Commlsslon &'pi'es Merch 31. 1953
I
I
'II
I~
'I ~
11. .
~b
o ii "
u _ .
lid: N ~
..J<(
tI:"'~
~~O'-~
~~ rl ~
~j "-
3:i X
za.
01&,
zo
IZ
18
II'
~,.
, -
i ' :.~'....J
1--
'--
I'
II,
ill
'II
iii
1'1
:11
1\1
\
.
fib
~-
~
fib
iter-or-beb in the office for Recording of Deeds in and for CUMBERLAND
ufmVBook 0 No..14 page 4'1
i
fie.
.ibte.. my .hand and seal of office this
JAN. Anno Domini 1951
16
day of
i
~J..!f~~
UM~ NU. :.!~U:.!-U:.!ts~ ,r=
A. B. TYPE OF LOAN:
U,S. DEPA'RTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.OFmHA 3. ~CONV. UNINS. 4. OVA 5.OCONV. INS.
16. FILE 17. LOAN
SETTLEMENT STATEMENT 200611079
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 3198 (200611079.PFDI200611079113)
D. NAME AND ADDKt::sS OF BORROWER: E. NAME AND ADDRE:s::s Ut ::Sl:LLER: F. NAME AND ADDRESS OF LENDt:K:
Nicolette M. Logue June A. Gaul, Estate ABN AMRO Mortgage Group, Inc.
1904 Letchworth Drive 1201 E Lincoln
Camp Hill, PA 17011 Madison Heights, MI 48071
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1843560 I. SETTLEMENT DATE:
1904 Letchworth Drive Community Settlement Services, Inc.
Camp Hill, PA 17011 December 1, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
3425 Market Street ;
Camp Hill, PA 17011
J. Ul'" K. '>J I ,IIUN
100. GROSS AMUUNI uuc FROM : 400. II DUI:: TO :iI::LLER:
101. (;ontract :sales ...nee 125,000.00 401. Contract Sales Price ,
102. Personal property 402. Personarpi'operty
lU;j. :settlement lJnarges to Borrower (Line 1400) 4,832.61 403.
104. 404.
105. 400.
AdjUstments ror Items I-'aid By Seller In advance Adjustments For Items pald1!fi~Sii/ler In adVance
106. CityfTown Taxes to U IIU HUI 1<!.20 406. CityfTown Taxes I.eJU.eJUO to U 'u HUI 12.25
1 U I. lJounty I axes to U HU HUI 26.66 407. (;ounty raxes 1.eJU.eJ1JO to U H U HU I 21).00
lU6. :SChOOl I axes to UI IU HUI 609.44 408. School Taxes I.eJU.eJUO to 'IV HV' 609.44
109. 409.
llU. 41U.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 130,480.96 420. GROSS AMOUNT DUE TO SELLER 125,648.35
200. PAID BY OR IN cOF : 500. IUN" IN DUI::TO :
2Ul. ueposlt or earnest money 1,000.00 501. Excess Deposit (See InstructionS)
202. PrinCipal Amount Of New LOan(S) 100,000.00 -002. . SettlernerifCl18rges lO-Sellef(Line 1400) 32,910.stS
2U;j. t:xlstlng loan(s} taKen subject to 503. Existing loan(s) taken Subject to
204. 504. Payoff of first Mortgage to Fulton Bank 21,116.60
205. 000. paYOff Of second Mortgage
12U1:l. 1506.
1201. I 507. (Deposit disb. as pro!=8eds)
1208. Sewern rash Proration 55.00 1 008. :sewern rash proriifion 00.00
12U9. 1509.
AdjUstments ror Items Unpaid t:ly :;jeller AdjuSfmemsr=or7fems-Unpaid By Seller
121 U. lJltyfl own I axes to 1510. CityfTown Taxes to
1211. (;ounty faxes to 011. (;ounty I axes to
1212. ::scnool laxes to 512. School Taxes to
121;J. 513.
1214. 514.
1210. 515.
1216. 516.
1217. 517.
1216. 518.
1218. 518.
220. TOTAL PAID BY/FOR BORROWER 101,055.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 60,144.81
13uu. ~CI II -n'>Jnv I '>J : liUU. l;A::iH A f 51::T IT :
I;JU1. uross Amount Due I"'rom Horrower (Line 12U) , 601. uross Amount Due To Seller (Line 420J 125,648.35
1302. Less Amount Paid By/For Borrower (Line 220) 101,055.00l 602. Less Reductions Due Seller (Line 520) UU, ,.....u
303. CASH ( X FROM) ( TO) BORROWER 29,425.96 603. CASH ( X TO) ( FROM) SELLER 65,503.54
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any lIttachments referred to herein.
Borrower
Seller ~tJ.~#u~~
June . aul, state
$
L. SETTLEMENT CHARGES
6,875.00
7pO. TOTAL COMMISSION Based on Price
lJ/VISlon or c.;ommlsslon (IJne fUU) as rOIlOWS:
(U1. :Ii j,l ::lU.UU to KeMax KeallY AssoCiates, InC
IU:/.. :jj j, (":::l.UU to J. H. I roup, ~ealtor, Inc.
IUj. c.;ommlSSlon ....ala at ::iettlemenr
704: I ransactlon tee to KeMax KeallY ASSOCiates, inC.
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
I !SOl. Loan Orlgmatlon Fee 'Yo to
1802. Loan Discount ~ to
!SU3. Appraisal !-ee to t allway Appraisals
llU4. \Jrean KepOrt to
!SU::l. Lenaers inspection tee to
!S06. MOrtgage ins. App. !-ee to
! llU/. ASSUmption tee to
!SU!S. Mortgage ....rocessmg !-ee to Mortgages unnmltea, Inc.
IllUl:I. Lencer AamlmStratlOn to '. . ..... ...ortgage l:iroup, inC.
l:llU. ueterrea ....remlum to Mortgages unllmnea, mc.
!S1T: uvermgnr tee to MOrtgages unllmltea, inC.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 12/01/06 to 01/01/07 @ $
Il:IU". MOrtgage Insurance t"remlumror momns to
.l:IU3. Hazard Insurance ....remlum tor 1.0 years tONatlonwlde
904.
905.
1000. RESERVES DEPOSI
1001. Hazard Insurance
1002. Mortgage Insurance
1 U03. (;ltylT own I axes
11004. County Taxes
1005. ::icnool I axes
1 000.
1007.
1008. Aggregate Escrow Adjustment
1100. TITLE CHARGES
1101. Settlement or Closing Fee
11102. ADstract or Titre Search
11103. Title Examination
1104. Iltle Insurance Binder
11U5. Uocument f>reparatjon
1106. Notary Fees
1107. Attorney s !-ees
InClUaes BDove Icem numDers:
1108. IltIe Insurance
Includes above Item numbers:
11 U9. Lencer s \Jove rage
111 U. uwners \Joverage
1111. t:naorsemems I VV,,)VV,::IUV
11'1":. \Jourler tees
111 j. wire tee
1114. \..Ioslng ;:,ervlce Letter
111::l.
1110.
111 (.
111l:l.
1200. R I AND TRAN_
1201. Recording Fees: Deed $ 75.00; Mortgage $
'I "u". \JltY/\Jounty I aXl::itamps:ueec
1203~ ::itate I aXl::itamps: Revenue ::itamps
1204.
11205.
1300. ADDITIONAL SED \JMARGES
1301. Survey to
1302~ ....est InSpection to
1303. 3rd Quarter Sewer & Trasn to Lower Allen Township Mumclpal Auth
1304. "UUo I axes to Bonme Miller, I ax (;Ollector
11305. t:scrow tor upen Mortgage to KODert..... Kline, EsqUire
1400. TO' AL SET CHARGES (Enter on Lines 103, Section J and 502, Section K)
By signing page 1 of this .tatemen~ the signetories acknowledge recetpl of a completed copy 01 page 2 OIlhis two page ~~ ent.
'\J
125,000.00 @ 5.5000 %
Iday
H LENDER
3.000 months
months
montns
11.000 months
O.UUU months
monms
months
months
$
~
:jj
$
~
;jj
~
$
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
j"::l.UU
t'U\JL :!l":,O(O.VV
04U.UU
::l::lU.UU
14.::lU
( 31 days
23.25 per month
per month'
per montn
jl:l.40 per month
!ST.!So per mOntn
per momn
per month
per month
to
to
to
to
to RODert Kline, EsqUire
to Community ::iettlemem ::iervlces, Inc.
to
to Community ::iettlement ::iervlces, Inc.
~ 100,vvv.vv
:!l 1 "::l,UUU.UU
to (;ommunlty ;:,ettlemem ;:,ervlces, Inc.
to \Jommunlty ::iettlemem ::iervlces, inC.
to (;ommerce ~anK
to ;:,tewart IltIe
115.00;
; MOrtgage
; Mortgage
Certified to be a true CODY.
Releases $
%)
....uC
./
~ ettlement ::iervlces, Inc.
ttlement Agent
69.75
4J4.UO
b2f .16
-406.61
Page 2
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
...., ..."
":l:IO.VU
10.UO
}
9!S3.75
)
10U.OO
::lU.UU ":O.UV
'IV.VU
35.00
190.00
l,":OU.UU
4,832.61
1 ,"OU.UU
9u.75
519.03
23,656.16
32,910.96
ROBERT P. KLINE, ESQ.
(")
'=0
'\ ~~ p
,::::~,- ,-T-'
.~'j: ':::J
',-... -" .../......
r-J
c::;:;:)
<=
--.I
:>::>
-U
A'
!')
o
April 19, 2007
-
..
'\J
-~"'"
c..n
\.0
Glenda Farner Strasbaugh
Cumberland County Register of Wills
One Courthouse Square
Carlisle, P A 17013
Re: Estate of June S. Gaul
No. 21-06-524
Dear Glenda:
Enclosed with this letter you will find an original and one copy of an Inventory in the
above estate. Please file the original and return the copy, time-stamped, to my office. Also, you
will find enclosed three (3) copies of an Inheritance Tax Return in this estate. Again, two copies
are to be filed with your office and the third copy I ask be time-stamped and returned.
A check payable to "Register of Wills" in the amount of $30.00 is enclosed to cover the
filing fees for these documents. A check payable to "Register of Wills, Agent" in the amount of
$3,480.42 is enclosed as payment of the inheritance tax due on the enclosed return.
If you have any questions, please contact me at my office..
~~
Robert P. Kline, Esquire
RPKJsrf
Enclosure
714 Bridge Street
P.O. Box 461
New Cumberland, PA 17070
(717) 770-2540
(717) 243-5940
Fax (717) 770-2553
cc: Victoria A. Bosso
~
. ..
0.1
"'1t'11 ~,:R 20
LLhJ rH
"
t
1. l~" ,
.. ...; ,
"j,
.
'f
I
i
t
t
I
!
1
~ ;
l
"
~
i
)
~
\
rn
.....
~
~
o
~
v
1;;
~'5h v
~ ~ ~
~ .0 &(f")
~5(/)o
V5o~~
~ u ;::j
~]i~
~i:ov
~v v.l
"0 ..c U ._
~~~]
Guou
~
!':
.-,:
"'-
-::i
~ ~
cn:D1
~o ~ ~
~~u
o:l , i<
"":t 0 u
r::o.;z