HomeMy WebLinkAbout05-07-07
REV-l500 EX + (11-0O)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
C
W
(J
W
C
I!!
:.:: :$ ft)
00:::.::
wD.O
::coo
00::...1
D.ID
~
DECEDENT'S NAME (LAST, FIRST, AND MiDDlE INITIAL)
MOWERY ROBERT W.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
FILE NUMBER
21 -0 6 0 7 08
'"COuNiYCiiiiE -YEAR- - - NiiiiBER- -
SOCIAL SECURITY NUMBER
1 73- 3 8 - 5 009
THIS RETURN MUST BE FILED IN DUPlICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (daleoldealhpriorlDI2-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposij Boxes
o 11. Election to tax under See. 9113(A) (AIlach Sch 0)
THIS SEcnON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
WILLIAM A. DUNCAN 1 IRVINE ROW
FIRM NAME (If Applicable)
DUNCAN & HARTMAN P.C.
TELEPHONE NUMBER
717-249-7780 CARLISLE PA 17013
z
o
~
5
:;:)
I-
0::
c(
(J
w
a:
z
o
~
c(
I-
:;:)
Q.
:!!
o
(J
S
08/06/2006 08/26/1947
(IF APPUCABlE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MiDDlE INITIAL)
1X11. Original Return
o 4. LImited Estate
o 6. Decedent Died Testate (AIlachccpyolWll)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (daleoldealh atler 12-12-82)
o 7. Decedent Maintained a Living Trust (AIlach ccpy of Trust)
o 10. Spousal Poverty Credij (dale ofdealh between 12-31-91 and 1-1-95)
I-
Z
W
Q
Z
o
D.
ft)
W
0::
0::
o
o
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 0Nned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (Iotal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (Iolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Chamable and Govemmenlal Beques1sJSec 9113 Trusts for which an eleclion 10 tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
295,554.96 X L- (15)
33,940.49 X .045 (16)
X .12 (17)
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. D
CHECK HERE 1:= YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
200,909.95
,
20,612.91
_....
_.~..,.
r,"l
295,554.96
, ~..
(8)
517,077.82
26,233.66
161.348.71
(11)
(12)
(13)
187.582.37
329,495.45
(14)
329,495.45
0.00
1.527.32
1 ,527.32
Decedent's Complete ress:
STREET ADDRESS 4 LIBERTY COURT
CITY CARLISLE I STATE I ZIP
PA 17013
Add
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,527.32
Total Credits (A + B + C) (2)
3.
InterestlPenalty if applicable
D. Interest
E. Penalty
5.
TotallnterestlPenalty (0 + E)
If Une 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If Une 1 + Une 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
(3)
4.
0.00
1,527.32
1,527.32
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 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
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 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 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.
Under penalties of perjury, I decla'e that I have examined this return, includi~ accompanying schedules and slalements, and to the best of my knowledge and belief, n is true, cooect and compIele.
DecIlr'ation of preparer other than 1he personal represenlliive is based on a1llnfonnalion of which preparer has any knowledge.
SIGNATURE OF PERS RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
1 IRVI E ROW
CARLISLE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
(A,A^j\4n~i>U~~
ADDRESS
PA 17013
DATE
S- Ii /D7
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) (0).
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 exemot 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. ~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 ofthe decedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
inrti"i,.h I~I ,"hn h":ll~ ~ IO'!:ll~t nno n":llrant in tv\mmnn lI/ith tho tiar-otiant \,lIhothar h\l hlnntf nr ~nn+inn
REV-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MOWERY. ROBERT W. 21 06 0708
All real property owned solely or u 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 wilIng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads.
Real DI'ODertv which Is 101 with riGht of survivorshlD must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
199,900.00
4 LIBERTY COURT
CARLISLE, PA 17013
SEE ATTACHED HUD 1 SETTLEMENT SHEET
TAX PRORATION AT SETTLEMENT PREPAID REALTY TAXES
SEE ATTACHED HUD-1
SOLD NOVEMBER 29, 2006
1,009.95
TOTAL (Also enter on line 1, Recapitulation) $
200909.95
REV-1508 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
AU properly jointly-owned with right of survivonhip must be disclosed on Schedule F.
ESTATE OF
MOWERY. ROBERT W
0708
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
DESCRIPTION
VALUE AT DATE
OF DEATH
8,470.00
2002 FORD ESCAPE
SEE ATTACHED DESCRIPTION
M&T BANK
ACCOUNT # 8892239156
1,297.80
BELCO COMMUNITY CREDIT UNION
ACCOUNT # 502260
897.31
THE PATRIOT NEWS REFUND
26.30
HEALTH CARE ACCOUNT REIMBURSEMENT CHECK # 5566704
40.00
STATE FARM AUTOMOBILE INSURANCE REFUND CHECK
71.40
EMBARQ REFUND CHECK
53.10
STATE FARM INSURANCE HOMEOWNERS INSURANCE REFUND CHECK
154.37
BB&T MORTGAGE ESCROW REFUND CHECK
1,272.84
IRS INCOME TAX REFUND
SEE ATTACHED 2006 TAX RETURNS
3,127.00
CARLISLE CORPORATION EMPLOYEE INCENTIVE SVGS. - WACHOVIA
SEE ATTACHMENT
87.10
CARLISLE SYNTEC INC. FINAL PAYCHECKS
5,115.69
TOTAL (Also enter on line 5. Recapitulation) $
Ilf more soace is needed. insert additional sheets of the same size\
20612.91
REV-1510 EX + (6-98)
.
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MOWERY. ROBERT W.
FILE NUMBER- -
21 06 0708
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INa.UIlE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR RE1oI. ESTATE. VALUE OF ASSET INTEREST VALUE
OF APPLICAIIlE)
1. PENSION 80,789.96 100. 100.00 0.00
PER SHARON WALTERS, HR - CARLISLE SYNTEC INC.
SEE ATTACHED
2. 401 (K) 214,765.00 100. 100.00 0.00
PER SHARON WAL TERS, HR - CARLISLE SYNTEC INC.
SEE ATTACHED
DECEDENT HAD NOT ATTAINED THE AGE OF 591/2
YEARS AT THE TIME OF HIS DEATH. HE WAS 58 YEARS
AND 10 MONTHS THEREFORE 1. & 2. NOT TAXABLE
FOR INHERITANCE TAX PURPOSES
SEE ATTACHMENTS
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
... ..
REV-1511 EX + (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MOWERY. ROBERT W.
ITEM
NUMBER
A.
1.
2.
3.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
MYERS-HARNER FUNERAL HOME, INC.
ROLLING GREEN CEMETERY COMPANY - INTERMENT FEE
RICHARD C. MOWERY REIMBURSEMENT FOR EXPENSES & MILEAGE & ETC.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) WI LLlAM A. DUNCAN
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 1 IRVINE ROW
City CARLISLE Slate PA Zip 17013
Year(s) Commission Paid: 2006
AlIomeyFees DUNCAN & HARTMAN, P.C.
Family Exemption: (If decedents address is nol the same as claimants, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Slate
Zip
Probate Fees CUMBERLAND COUNTY COURTHOUSE FILING FEES
Accountants Fees
Tax Return Prepare~s Fees
CUMBERLAND LAW JOURNAL LEGAL AD
THE SENTINEL LEGAL AD
FILING FEES HELD IN RESERVE
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0708
AMOUNT
5,688.00
4,121.00
206.89
7,500.00
7,500.00
513.00
75.00
129.77
500.00
26 233.66
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MOWERY, ROBERT W.
Decedent's Name
Page 1
21 06 0708
File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER
1.
2.
3.
4.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
AMOUNT
532.12
MET-ED -ELECTRIC BILLS
UGI GAS BILLS
229.70
EMBARQ (SPRINT) PHONE BILLS
161.76
SPRINT CELL PHONE BILL
47.49
COMCAST BILL
19.70
WASTE MANAGEMENT TRASH BILLS
265.95
KCI - KINETIC CONCEPTS, INC. BILLS
1,072.64
OMNIUM WORLDWIDE INC. - KINETIC CONCEPTS INC. BILL
373.00
BB&T MORTGAGE PAYMENTS SEPT. & OCT. 2006
1,956.27
BB&T MORTGAGE PAYMENT NOVEMBER 2006
963.09
STATE FARM INSURANCE BILL - CAR INSURANCE
46.76
BRYANT GENERAL SURGERY MEDICAL BILL
40.00
FIRST COMMONWEALTH BANK CAR PAYMENT
303.83
MASLAND ASSOCIATES MEDICAL BILL
45.33
BELCO CREDIT CARD ACCOUNT # 502260 BILL
100.00
SUBTOTAL SCHEDULE I
6,157.64
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MOWERY, ROBERT W.
Decedent's Name
Page 2
21 06 0708
File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER
17.
18.
19.
20.
21.
22.
23,
24.
25.
26.
27.
28.
29.
30.
31.
DESCRIPTION
SOUTH MIDDLETON TOWNSHIP MUNICIPAL AUTHORITY WATER & SEWER
AMOUNT
99.00
KOHL'S CREDIT CARD ACCOUNT # 043-1986-702 BILL
234.21
PINNACLE HEALTH MEDICAL SERVICES BILL
405.00
DR, PHILIP D. CAREY, M.D. MEDICAL BILL
40.00
LEBO PLUMBING & HEATING - 4 LIBERTY COURT
REPAIRS SALE PREP REAL ESTATE
SEE ATTACHED
ARGENNT - 4 LIBERTY COURT
REPAIRS SALE PREP REAL ESTATE
SEE ATTACHED
COOK'S JANITORIAL SERVICES - 4 LIBERTY COURT
CLEANING SALE PREP REAL ESTATE
94.85
7,285.00
159.00
LEGGETT HVAC BILL - 4 LIBERTY COURT
SALE PREP REAL ESTATE
SEE ATIACHED
CARPET INSTALLATION - 4 LIBERTY PLACE - ESSIS & SONS
SALE PREP REAL ESTATE
SEE ATTACHED HUD-1
ARGENNT COMPANY - 4 LIBERTY COURT
SIDING REPAIR HOME SALE PREP
SEE ATTACHED HUD-1
PAYOFF MORTGAGE TO BB&T MORTGAGE
SEE ATTACHED HUD-1
7,256.00
4,646.00
450.00
121,884.01
REALTOR COMMISSION - HOOKE HOOKE & ECKMAN
SEE ATTACHED HUD-1
6,022.00
REALTOR COMMISSION - THE HOMESTEAD GROUP
SEE ATTACHED HUD-1
5,972.00
DOCUMENT PREPARATION - DUNCAN & HARTMAN, P.C.
SEE ATTACHED HUD-1
175.00
OVERNIGHT DELIVERY FEE - LAKESIDE ABSTRACT & SETTLEMENTS, LLC
SEE ATTACHED HUD-1
18.00
SUBTOTAL SCHEDULE I
154,740.07
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MOWERY, ROBERT W.
Decedent's Name
Page 3
21 06 0708
File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
32. HOME WARRANTY - AHS 385.00
SEE ATTACHED HUD-1
33. FINAL WATER/SEWER - SMTA 66.00
SEE ATTACHED HUD-1
SUBTOTAL SCHEDULE I 451.00
GRAND TOTAL SCHEDULE I $ 161,348.71
"""""'....
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
W 21 06 0708
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not U&t Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [mdude outright ~I distributions, and transfers under
Sec. 9116 (a)(1. )]
1. MICHELE L. MOWERY DAUGHTER 100 %
5929 FREDS OAK ROAD
BURKE, VA 22015
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 TAXIS 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)
,r
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.DFmHA 3. ~CONV. UNINS. 4. OVA 5.OcONv. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 2006100493.PFD 1000344184
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 (20061 00493.PFD120061 00493.PFDI20)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Angela K .Torres Estate of Robert W. Mowery Franklin American Mortgage
24 Derbyshire Drive 4 Liberty Court Company
Carlisle, PA 17013 Carlisle, PA 17013 501 Corporate Center Drive, Suite 400
SSN: 197-50-0182 Franklin, TN 37067
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 20-1747090 I. SETTLEMENT DATE:
4 Liberty Court Lakeside Abstract & Settlements, LLC
Carlisle, PA 17013 November 29, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
40-24-0760-094 101 Front Street, PO Box 426
Boiling Springs, PA 17007
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 199,900.00 401. Contract Sales Price 199,900.00
102. Personal PropertY 402. Personal Prooerty
103. Settlement Charaes to Borrower (Line 1400) 4,901.14 403.
104. 404.
105. 405.
Adjustments For Items Paid By Seller in advance Adjustments For Items Paid Bv Seller in advance
106. Citvrrown Taxes to 406. Citvrrown Taxes to
107. County Taxes 11/29/06 to 01/01/07 37.63 407. County Taxes 11/29/06 to 01/01/07 37.63
108. School Taxes 11/29/06 to 07/01/07 1,072.32 408. School Taxes 11/29/06 to 07/01/07 1,072.32
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 205,911.09 420. GROSS AMOUNT DUE TO SELLER 201,009.95
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or eamest money 2,000.00 501. Excess Deoosit (See Instructions)
202. Princioal Amount of New Loan(s) 159,900.00 502. Settlement Charges to Seller (Line 1400) 19,733.00
203. Existing loan(s) taken subiect to 503. Existing loan(s) taken subiect to
204. 504. Payoff of first Mortgage to BB & T Mortgage 121,884.01
205. 505. Payoff of second Mortgage
206. 506.
207. 507. (Deposit disb. as proceeds)
208. 508.
209. 509.
Adjustments For Items Unpaid Bv Seller Adiustments For Items UnDaid By Seller
210. Citvrrown Taxes to 510. Citvrrown Taxes to
211. County Taxes to 511. County Taxes to
212. School Taxes to 512. School Taxes to
213. Seller Assist 1,700.00 513. Seller Assist 1,700.00
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 163,600.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 143,317.01
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120) 205,911.09 601. Gross Amount Due To Seller (Line 420) 201,009.95
302. Less Amount Paid BylFor Borrower (Line 220) ( 163,600.00) 602. Less Reductions Due Seller (Line 520) ( 143,317.01
303. CASH ( X FROM) ( TO) BORROWER 42,311.09 603. CASH ( X TO) ( FROM) SELLER 57,692.94
OMS NO 2502-0265 ....
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ @ % 11,994.00 PAID FROM PAID FROM
Division of Commission (line 700) as Follows: BORROWER'S SELLER'S
701. $ 6,022.00 to Hooke Hooke & Eckman FUNDS AT FUNDS AT
702. $ 5,972.00 to The Homestead Group SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement n. n;994.00
704. Transaction Fee to The Homestead Group 100.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee % to
802. Loan Discount % to
803. Appraisal Fee to Cody Financial Mortgage Services, Inc 300.00
804. Credit Report to Cody Financial Mortgage Services, Inc 50.00
805. Administration Fee to Franklin American Mortgage Company 550.00
806. Processino Fee to Cody Financial Mortoage Services, Inc 225.00
807. Flood Cert Fee to Franklin American Mortgage Company 8.00
808. Wire Fee to Franklin American Mortgage Company 25.00
809. Yld Spread Prem Pd By Lender to Cody Financial Mortgage Services, Inc POC: L2213.02
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 11/29/06 to 12/01/06 @ $ 27.3800001day ( 2 days %) 54.76
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to Erie Insurance POC $504.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months $ per month
1002. Mortgage Insurance months $ per month
1003. Citvrrown Taxes months $ per month
1004. County Taxes months $ per month
1005. School Taxes months @ $ per month
1006. months @ $ per month
1007. months @ $ per month
1008. Aoareoate Adiustment months em $ oer month
1100. TITLE CHARGES
1101. Settlement or Closino Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Insurance Binder to
1105. Document Preparation to Duncan & Hartman 175.00
1106. Notary Fees to Lakeside Abstract & Settlements, LLC No Charge
1107. Attomey's Fees to
(includes above item numbers: )
1108. Title Insurance to Lakeside Abstract & Settlements LLC Re-Issue 1 218.38
(includes above item numbers: )
1109. Lender's Coverage $ 159,900.00
1110. Owner's Coverage $ 199,900.00 1,218.38
1111. AL T A Endorsements to Lakeside Abstract & Settlements, LLC 100,300,8.1, PUD 200.00
1112. Closing Protection Letter to First American Title Insurance Company 35.00
1113.
1114. Wire Fee to Lakeside Abstract & Settlements, LLC 15.00
1115. Ovemight Delivery to Lakeside Abstract & Settlements, LLC 18.00 18.00
1116. Siding Repair to Argennt Company 450.00
1117.
1118.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $ 103.00
1202. City/County Tax/Stamps: Deed 1,999.00' Mortgage 1,999.00
1203. State Tax/Stamps: Deed 1,999.00; Mortoaoe 1,999.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. Pest Insoection to
1303. Home Warranty to AHS 385.00
1304. Final WaterlSewer to SMTA 66.00
1305. Carpet Installation to Essis & Sons I 4,646.00
11400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section (<) I 4,901.14 19,733.00
.. -......, .~. --- ......... ......00.. ...... 00..... oo~ ..~" ."~1" 1 ~ z)
--l1/'/ I
. ~ keAiflA Ahl=:trnr.t !1. !';Atth>m"ntl=: ~J r. t \
Page 2
ACKNOWLEDGMENT OF RECEIPT OF SETTLEMENT STATEMENT
Borrower: Angela K . Torres
Seller: Estate of Robert W. Mowery
Lender: Franklin American Mortgage Company
Settlement Agent: Lakeside Abstract & Settlements, LLC
(717)249-000T
Place of Settlement: 101 Front Street, PO Box 426
Boiling Springs, PA 17007
Settlement Date: November 29, 2006
Property Location: 4 Liberty Court
Carlisle, PA 17013
Cumberland County, Pennsylvania
40-24-0760-094
I 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 ave received a copy f the HUD-1 Settlement Statement.
~
f=
4844
**** REAL ESTATE CLOSING ****
Buyer/Borrower: . Torres
Seller: Mowery
Lender: Franklin American Mortgage Company
Property: 4 Liberty Court/Carlisle PA 17013/
Settlement Date: November 29, 2006
Disbursement Date: November 29, 2006
Check Amount: $ 57,692.94
Pay To: Estate of Robert W. Mowery
For:
1000344184
MOWERYROBT 04/05/:i.c07 1:42 PM
L
A
(See B
instructions~_ -E
on page 16.) L
Use the IRS
label.
Otherwise,
please print
or type.
Presidential
ElectIon CampaIgn ~
1
Filing Status 2
3
.0
8~
A. C")
f;l0 0
"W ,..,
S<i.... ...
ll) fie ~... (j) .- ~8
t ~ . ,;. !.... ! en o~
!I') Jlii8 1 w;w
i~ ~;j: i;j: l:" t~o~
~ 'C i' ~ i! .! ::;m::;
J ~ it ".-"~a:oa:
: e o:;:-c::c c::c
J I i I ~ 100.0
;> II) i U~W
... '" . g u
Certain business expenses of reservists, performing artists, and
fee-basis govemment officials. Attach Form 2106 or 2106-EZ ...... 24
25 Health savings account deduction. Attach Form 8889.. .. ..... .. ... 25
26 Moving expenses. Attach Form 3903 ............................ 26
27 One-half of self-employment tax. Attach Schedule SE ............. 27
28 Self-employed SEP, SIMPLE, and qualified plans ................. 28
29 Self-employed health insurance deduction (see page 29) .......... 29
30 Penalty on early Withdrawal of savings ........................... 30
31a Alimony paid b Recipient's SSN ~ 31a
32 IRA deduction (see page 31) ................................... 32
33 Student loan interest deduction (see page 33) .................... 33
34 Jury duty pay you gave to your employer ................... . .. .. . 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 through 31a and 32 through 35 ..................... . .. .. . . . .. . . .. . . .. . . . . . . . . .. .. .. . .. .
37 Subtract line 36 from line 22. This is our ad'usted ross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~
For Disclosure, Privacy Act. and Paperwork Reduction Act Notice. see page 80.
OM
E
o
LL
1040
label
Check only
one box.
Exemptions
If more than four
dependents. see
page 19.
..-------
!::>".... o. - ll)
..- 11') co f ll)
.,; 1ijN ..:
it~. .J~:i~ I
~N .!..
t , .i-
f .! Ie
1 j t
(J
N
....
co
Adjusted
Gross
Income
H
E
R
E
6a
b
c
d
22
23
24
For the ar Jan. 1-Dec. 31
Your first name and Initial
Robert W
Department of the Treasury - Internal Revenue Service 20 0 6
u.s. Individual Income Tax Return
Mowe
OMB No. 1545-0074
Your soCial security number
173-38-5009
Spouse's social l$ecurlty number
If a joint return, spouse's first name and initial
Last name
Home address (number and street). If you have a P.O. box. see page 16.
C 0 William Duncan 1 Irvine Row
You must enter
your SSN(s) above.
...
Apt. no.
...
City, town or post office, state. and ZIP code. If you have a foreign address, see page 16. Checking a box below will not
Carlisle PA 17013 change your tax or refund.
Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16) ~ You Spouse
Single 4 Head of household (with quallfY.Ing ~rson)'JSee page 17.\ If
the quaHfying person is a child but not your ependent. enter
Married filing jointly (even If only one had income) this child's name here. ~
Married filing separately. Enter spouse's SSN above 5 0 Qualifying wldow(er) with dependent child (see page 17)
and ful name here.
Yourself. If someone can claim you as a dependent, do not check box6a ............................ }
Souse. <
Dependents: (3) Dejlendenfs (u4at). ch" .,It'd
(2) Dependent's
relationship to ch~!
social security number a19see
1 First name
Boxes checked 1
on6aand6b _
No.6of children
on c who:
. lived with
you
. did not live with
you due to divorce .
or separation
(see page 20) _
Dependents on
6c not en-
tered above
Add numbers
on lines
above
Last name
Total number of exem tions .c1airned . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
--- -----.....--~~IIIwi~~_......____ :ftJ~,.,tf""'~Utllyt,.k,:I.::f _______..................... 7
i: .................. 8a
1
~
ll.
.ill)
Eo
~~
-C'
II)ClO
':'? J.
. I') -
Z.... i
Ij
~ :(
" ...
i j~ ~
.2~ :g
,... 0
. I')
3
1:
i :0 C
! II)
o c1I
~...............D
............
10
11
12
13
14
15b
16b
17
18
19
20b
21
22
:~~f:ll
<9a
.~~~~~~r
t
A-
N
">
Ia:
iWI-~
jo3:~~
· 0'"
t:io<c
! 3:>Q;~
.. ....W
ZI-a:..J
~a:w!a
'aWm..J
EIXI-a:
wO..Jc::c
'ia:vO
~
e
Jl co 0
-e ll) co Cj)
..... N co
~g j'" j
~""I .
'ao ~E
Eo
Wll)_ _
Jl . -
~<(! !
"'a.... ...
- - -
.i
E
"ll)
~! 5
ell) '1:1 rJ)
ld~ ...
..' I co
Jieo co
~.... - I')
'i5. .s Ii
E 8 5
W 0)
... .... ... - :
-
Imount (see page 25)
amount (see page 26)
ldule E
am()unt (see page 27)
~
33 340
Adi:ltn~amoum5ln U"'.I:I, ..,.... _.u..... ._. ....u
Archer MSA deduction. Attach Form 8853
ncome
23
.:::~:::::::~::::::
~~~~I~f~~~j~j~~~~
~ ~~jj f:~1~~~~~j!~~~
.::::::::::::::::::::
:::;:;:;:;:;:;:;:::;:
:~: ~: ~:~ :;: ~ ;~;~:~:~
::;:::::::::::::;:;::
36
37
33 340
Form 1 040 (2006)
MOWERYROBT 04!P5/t:Q07 1 :42 PM. M
Form 1040 2006 KOaer1: W owe
Tax 38 Amount from line 37 (adjusted gross income) . . . . .. . . . .. .. . .. . . . . .. . .. . .. . . . .. . . .. . .. . .. .. . . . .
and 39a Check { 0 You were born before Janu",ry 2, 1942, 0 Blind.} Total boxes
Credits if: 0 Spouse was born before. January 2, 1942, 0 Blind. checked ~ 39a
Standard b If )'Qur spouse itemizes on a separate return or you were a dual-status alien, see page 34 and check here ........... ~ 39b
Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) .. . . . . . .. . . . .
for- 41 Subtract line 40 from line 38
. People who 42 If line 38 Is over $112,875, or you provided .tiousing iei a' ~erson 'displ8cild by'Hurricarnl Katii'na: . . . . . . . . . . . . . . . . . .
checked any see page 36. Otherwise, multfply i3,300 by the loud number of exemptions claimed on tine 6d ..................
box on line
39a or 39b or 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- .. . . . . . .......
:~c;:r:sea 44 Tax (see page 36). Check ifanytaxisfrom: a 0 Form(s) 8814
=~~n~4. b 0 Form 4972 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
. All others: 45 Alternative minimum tax (see page 39). Attach Form 6251 ..................................... 45
Single or 46 Add lines 44 and 45 ..................................................................... ~ 46
==:~~g 47 Foreign tax credit. Attach Form 1116 if required. . . . . . . . . . . . . . . . . . . 47 :'.i:.'i:.\\.I.':,.\l.i!i.ii.:
$5,150 48 Credit for child and dependent care expenses. Attach Form 2441 ... 48 ::::::::::::::l:::
Married filing 49 Credit for the elderly or the disabled. Attach l:)chedule R ........... 49 :,:,:,HMf
~~:~~ 50 Education credits. Attach Form 8863 ............................ 50 .111111:
~~~r), 51 Retirement savings contributions credit. Atta~ Form 8880 ......... 51 ii::::g:::::
~~. E =~~~..=:;~==i:i:J~~~: E I
55 Other credits: a 0 Form 3800 b 0 Form 8801 ,m,:,j~"",
O ~.i.l.$.i.~.~.~.i.'
c . . Form . ...................................... 55 .
56 Add lines 47 through 55. These are your total credits ........................................... 56
57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- .......................... ~ 57
58 Self-employment tax. Attach Schedule SE .. .. .. .. .. .. .. .. .. .. .. . .. .. .. . .. .. .. .. .. . .. .. . .. . .. .. .. . .. . 58
59 Social security and Medicare tax on tip income not reported to employer. Attach.Form 4137 . . . . . . . . . . 59
60 Additional tax on IMs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . . . . . . . 60
61 Advance earned income credit payments from Form(s) W-2, box 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
62 Household employment taxes. Attach Schedule H . .. .. .. . . . . .. .. .. . .. , . . .. . . . . . . . . .. . . . . . .. . . .. . 62
63 Add lines 57 th h 62. This is r total tax ~ .'63
64 Federal Income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . 64 5 476 UN!1
65 2006 estimated tax payments and amount applied from 2005 retum 65 . ::::$~!1
::::~:
66a Earned Income credit (EIC) . . . .. . ... ..... ...................... 66a
b Nontaxable combat pay election" 66b ~t~d;: ',K. .'.
~ ~~=[:;;~~;7;=~ E 30 'i:t.'.t.!.::f.!:[.f.l.i.1:!.\:!.i:!
71 Credit for federal telephone lptcise tax paid. Attach Form 8913 if required .... 71 <.,.,';::,.,.",.
72 Adc:Un. 64, 65, 66a, & 67 -71. These are your total payments ..................................... ~ 72
73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overp~id .... . . . . . 73
:74: ==~Z'T~;O-C:~-O~" ~ 0 i
75 Amount of line 73 u W8 t a . .. lied to our 2007 estimated tax ~ 75 ;:,tWn
76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 . . . . . . . . . ~ 76
77 Estimated tax penalty (see page 62) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . n :tHt:r IMM::,,:t:fl@!I::llMM1M:Mi
Do you wantto allow another person to discuss this return with the IRS (see page 63)? Yes. Complete thE! to. '.loWing, No
Designee's Personalldentiflcatlon nLlmber (PIN) ~ I _I
name ~ Preparer . Phone no. ~
Under penalties of perjury, I declare that I have examined this retum and accompanying schedules and statements, and to the best of my knowledge and
belief, they are e, co ,nd . mplete. Declaration of preparer (other than taxpayer) Is based on aN Information of which preparer has any knoWledge.
Your s nat re , " /-/ Il 0 Your occupation . Co - Daytime phone number
.JVv'\..' l-q/\.. i U ervisor ~ Mmtws W\\tIMl\~
Co ~M+nft1.ts~ t{lllllilllljlllllillliiill!~!ilii:II::~llillllllli!llilil!lill~III:llilli:
Preparer's SSN or PTIN
P00299822
25-1821312
Other
Taxes
Pa
ents
If you have a
quaUfying
child, attach
Schedule EIC.
Refund
Direct deposit?
See page 61
and fln in 74b.
74<:, and 74d,
or Form 8888.
Amount
You Owe
Third Party
Designee
Sign
Here
Joint return?
See page 17.
Keep a copy
for your
records.
Paid
Pre parer's
Use Only
OM
173-38-5009 Pa e2
38 33 340
;:::;:::;:::;:::;:;:
;.:.:.:.:.:.:.:.:.:.
:~~itmirr.
:~t~@~i~~~t.
40
41
42
43
11 644
. --2-1-696
3 300
18 396
2 379
2 379
2 379
2 379
,
)
5,506
3 127
3 127
Check If
self-employed
o
EIN
Firm's name (or ...
yours if self-employed), ,
address, and ZIP code
Phone no.
717-243-8553
Form 1040 (2006)
PA 17013-3047
Kelley Blue Book - Private Party Pricing Report - Ford, Escape
Page I of3
.~!!!,H~n
Q)
O(
I
'i i.
" if
In
\~ :JJ'4.-~
"'~'4""""".'l'ilII
advertisement
Quick Dealer Price Quote
Search Used Car Listings
Lis
( USED CARS. '1
Home> Used Cars > SUV > Ford > Escaoe > 2002 > XLS Soort Utility 40 > Equipment
REI/lEI/IS ,?,. RAT\.\GS
2002 Ford Escape XLS Sport Utility 40
Trade-In Value
Private Party Value
Suggested Retail Value
Photo Gallery
Review
Specifications
Compare Vehicles
4. Shopping Tools
Free CARFAX Record Check
Auto Loan from 6.65% APR
Compare Insurance Rates
Payment Calculator
Extended Warranty Quote
Print For Sale Sign
BUY A USED (AR
on Blue Book Classifieds'"
I Ford
I Escape
pO Miles or less
ZIP Code 117013
.=1
.::1
.=1
To View Ads, Click
SEll YOUR USED CAR
on Blue Book Classifieds'"
Reach millions of shoppers on
kbb.com, Cars.com, and other
popular sites.
Find out more, Click
COMPARE CARS
--
BLUE BOOKiE) PRIVATE PARTY VALUE
Condition,
Value
Excellent $10,065
Goo.d.. $9,375
~-:. -...,,~-
l Fair $~
More Photos
People Who Viewed This Also Viewed
200B Ford Escape
2008 Mazda Tribute
Photos
, Priclna
~ Photos
_ Prlclna
NEXT STEPS:
Search Local Listings
Sell Your SUV
Vehicle Highlights
Mileage: 68,000
Engine: V6 3.0 Uter
Transmission: Automatic
http://www.kbb.comlKBB/UsedCars/PricingReport.aspx?V ehicleClass=UsedCar&Manufa... 4/30/2007
Sharon Walters
-RayrolV8enefits Manager
walters@syntec.car/isle.com
717-245-7051
P.O. Box 7000
Carlisle, PA 17013
Fax: 717-245-7085
800-453-2554 ex!. 7051
ROOFING AMERICA FOR OVER 40 YEARS"..
BOO-4-SYNTEC . www.cariisle-syntec.com
ClrIIItSjnTIC IocllIponItd
III b 0 5 b q a III
1:0:1.:10 2q 5 51:0000.
:I 5 . q 1.111
III Co n ~ c. q q III
I~n =l. 1 =l.n;:lq ~ ~I~nnnn 1
. - -
=l. ~ ~ q L III
.~. s ,S'.; 2.2...
t-f-.~ '. ,Jf II~OOO
HP~tJH~/C/\J "'"-
..f I 2(.. () 0 c)
.. . H/
~
n~;;o - ...... :Il n @ t~~1
> 0: U1 0
;;o,OJ =- w ~
,.......m = i") OJ "": ~ ~I
I-lOJ;;o: l,O m -
(l)m-l =- 0 :Il _.
r.IJ
,;;0 - -I -
m-l2:: :- ~ l"D
-< : n
-0 3:: :s:
5' m () OJ >no- e
02:: = 0
.... Co ;j ::T ctI ......c:m =- n "":
U1 <' Co III CO ~ "t:l
'" S' :J S' -..J;;O;;O =- (I)
c: CO 0-1-< =- -0 m e
N CO ;j
-0 C CD ...... :Il "":
0 !!!. OJ -l S' W - i") -< ~
.... III ::T CO -
0 :a iii iii' OJ (J) _.
'" III ;j g e
- "'U III
N ctI () ~ iii =
N ctI ctl
U1 0 Co) c)" ;j 3 ~
..... - ()
'" :a W a. ctI - 0'\ ctl e
0 ctI .... .... :- l,O 3.
.... - i\3 0 =- 0 "t:l
0 c =- ....... 0
0 ... 0 .... - -
-< ;j 0 iiJ ...... )> ~
-< ~
z 0 0
z 0 0 l"D
z ~ 0 l"D
z c:
z :J ~
z
z - :* =
z - ~
z a l"D
z
z 3 =
z ~
z c..
z III <
z :J l"D
z
0 c:
0 .... III II I III 00
0 .... 0 ..... <
0 u, CD (X) '<
0 :--J ~ lJ'Cl
.... 0 :.... r.IJ
rfl. 0 0 '" .
0 0
t:l 0
t:l --.J
N -
< 0
3:
U1 :s:
..... III
0
--I )> ::r
:E::r 3 c..:>
9ctl ..... ""
-:J ctl -
Qc: VJ '"
63 VJ 0
~ 0 ~
:JO" --.J
ctlctl ctl
VJ"" -
-0 a ~
0-
OVJ 3 \
"'::r '<
VJSl> 0 i
"'Q.Cii c:
:=+(1) .....
sa. "'0
iU ~
() :J
III VJ
::!. "'0
(h' 0
a;- :J
VJ
() 0
0 ::
3
"'0
III
:J ~
co"
VJ
""0 (J)
III -
co 0
C1l 0 ~
'"
a m.
."..
a;-
0
-
VJ
-
::r
ctl
....
ctl
8
3.
~
Sale$ . ~k1! . llutatla1ion I n v 0 i ce
Reside,.nlml and Commercial
Date Invoice #
91112000-- 11377
P.O. Box206
Plainfield, P A 17081-0206
Bill To
Duncan & Hartman
1 Irvine Row
Carlisle, P A 17013
Terms
Qty
Description
4 Liberty CtJ Replace outdoor faucet
Outdoor freezless faucet
Materials: copper fittings
Service call
Rate
Amount
26.95
7.90
60.00
26.95
7.90
60.00
,;ll
, Thank You, We appreciate your business!
Total
$94.85
Lebo's Plumbing, Heating & Air Conditioning Inc.
PO Box 206
Plainfield, P A 17081-0206
717-243-8345
ARGENNT COMPANY
INVOICE
1400 VIEWMORE DRIVE
CARLISLE PA 17013----
INVOICE # 2325
DATE: September 18, 2006
ESTATE OF I3Prs'R.[ W. MOWERy.,.... ....
MleHIS,~E L.MqW.J:iYteo"~~MI",I~TRA1"Oll. ..i
WU..,t.lAM.A....QUNCAN, .ESQ.,...~()<iAQMINISTRATOA
1IRVlNl:;.ROI"r '. ..' ,.' . . ,. " -";;,r'> .. ..
CARLISLE.~A, 17Q1:'
:f;S0I31o
.';''"''''',.,.:,-,-: :'- ;"
'itJOB III 1': () l ~O 0 050
QUANTITY DESCRIPTION UNIT PRICE AMOUNT
1 Replace inside of master bath commode 50.00
1 Paint interior of house 3200.00
1 Air out house ,bees and bird nest 100.00
1 Metal strips on house 150.00
1 Door on lower room 350.00
1 Reinstall railings 40.00
1 Seal basement floor for odors 375.00
1 Paint garage door 80.00
1 Additional painting 1600.00
1 Stain deck 1000.00
1 Doorknob 40.00
1 Replace door knob on garage entry door 50.00
1 Clean out household items and mise items 100.00
1 Repair counter tops re-glue formica and backsplash 150.00
SUBTOTAL
SALES TAX
SHIPPING & HANDLING
TOTAL DUE 7285.00
Make all checks payable to JAMES GRAY
If you have any questions concerning this invoice, contact ARGENNT@COMCAST.NET OR 576-1401
ms- L,:,- \:'10 l,~;: ,:r.:". t'hUIYJ-LeugeI I IDe.
(1{{..:H6::J1Cl{
1 -LiL,C: r'\:'IIClLl k:1tl~) .1:' -LJ:::10
1989 Hummel Ave., Camp Hill, PAHOll (717)-737.4562 . (717)-213-HVAC. Fax; (717) 737-8907
www.lsggeltinc.com . e-mail: info@leggettinc.com
AlIgust 21, 2006
TUIlllo 1M Expert;.
Estate of Mr. Rob~rt Mowery
4 Liberty Court
Carlisle, Pa. 17013
ATTN: Mr. Richard Mowery
Dear Mr. Mowery:
may begin your work as soon as possible.
Replac::a'the exiS'ting Lwcai,.e AC System; Total Investment: $7,236.00
This option includes:
(1) 24ACA336A003 Carrier Comfort series condenser with Puron refrigerant 13 SEER.
(l) Matching evaporator coi I.
(1) KSA TX030lPUR T'XV valve kit installed on indoor coil.
(1) KSAHS1701AAA Hard Start Kit to enable compressor to start easily.
(I) KAACH1401AAA cronk caSe heater.
(1) New outdoor disconnect with breaker and new wiring to the outdoor urtit.
(1) Auxiliary drain pan with float switch to prevent overflow.
(1) All duct work transitions necessary to adapt to the new unit.
(1) All piping and electrical and control wiring necessary to complete your Home Comfort
System.
(1) rile clmtyes /Wo",Ht/rCs ~ ~111/ lid Uf5/IM ftJ.pT TI16 At:' rtIIHIfifg",1I De
Wt:1/wd
(1) Jt Ato,.,. 100% Satisfaction Warranty frorn..~~_
rmf'4/I4I'1i1A .%ced"/Q'IeS':
). The existing systetn will be retnoved in accordance with EPA regulations.
)0 The new system will be placed in the same location as the existing.
:;;. Tne existing thertn~stat will be reused.
:;;. The existing refrigerant line Set will be flusked with Rll and blown out with
nitrogen.
;;:.. Plywood will be. placed in the attic as needed to provide a sofe working
environment for the installation and subsequent servicing of the equipment.
..,..e"i
NC)t~_~......T.~:~~..!P-!.!~.~.!~~!.y.~~~._.~,-.~:_(~q)_.Y~~r,JL'-"i!-~~:_.~J~~,~~:," ~~_,~e~9.1mpl"eS$or. ~JJ
~qg~~tw.Q~P'gf1tl~~A~_~::'?9:f~_.i~f_~~pr!.~~,g'Y!~ro!f.!ty~sl"!?~:;~,~~~t~~~:~~ftfy~t.
PLUMBING. HEATING. AIR CONDITIONING. ELECTRICAL. WATER TREATMENT. AiR QUALITY. BATHROOrll REMODELING
~6-l6-~O jj:lj ~NuM-Legge1. Inc.
LEGGETT I:WC
1989 HUMMEL AVE
C~lP HILL, PA 17011
717-737-4562
Me
CARD i*~**********4114*
EXPIRATION DATE : *~***
DATE 08~21-2006 # A
TIME 12:11:46
SALE 3628.00
APPROVED 015183
AVS: NO
CLERK: Marie
.
:~ DESC4(!-r:Aw'K~/oJ
D~~;51 ~~.. (. .!!3
P 0 eNG-y
x
.
***PLEASE IMPRINT CARD***
------------ THANK YOU ---------~--
" J,' ,'.j n:5::!k.1/
1-4ll ~~~4!~~~ t-qjO
~16'- i.e;-' kCltI J.e;: [j t'j->;t)['j-LC:~uuel. HJC.
LEGGETT INC
1989 HUMMEL AVE
CAMP HILL, PA 17011
717-737-4562
Me
CARD *************4114*
EXPIRATION DATE : *****
DATE 08-23-2006 # A
TIME 13:28:33
SALE 3628.00
APPROVED 025841
AVS: NO
CLERK: Mal-ie
~ES~~ ~~~j!~rJd.)
U~ u ,,~~,o
X ~C'v~7ULE.. t')jJ ;:::/L~
***PLEASE IMPRINT CARD***
------------ THANK YOU ------------
{l{{j{;:;:jlll{
l-qiL ~~~J!~~J t-qjb