The URL can be used to link to this page

Home My WebLink About08-03-07 Inventory and Appraisement for the Estate of John L. Sweezy IN RE:Estate of John L. Sweezy, deceased, No. 21-06-00995 Name of Decedent: John L. Sweezy Date of death: November 5, 2006 1. Real Estate -125 Victoria Drive, Mechanicsburg, PA 17055 Sold for $166,000 2. Miscellaneous Cash and Bank Deposits and Personal property, see Schedule E of the Inheritance Tax Return Attached hereto. 38,717.26 3. Stocks and Bonds see Schedule S of the Inheritance Tax Return Attached hereto. $279,474.75 Gross Value of the Estate: $484,193.01 Respectfully Submitted WORLEY & WORLEY {-2-0, Date Daniel D. Worley, Esquir Worley & Worley 101 E. Philadelphia St. York, PA 17401 (717) 854-5914 Capacity as Counsel for Personal Representative t-) c:1' = --J o .-n l~"" ,-EO ,",--."- i "_;~_ Ci3 c...-)~ 00 Q-n 55 -l -u y ~ c:: G'> I W -0 ~ -~ti I l-t c-'..) :.J ::.:0 ;- ',o'?, '~) C.J C') -';-1 -'n - C') .'_ f'" L') C) --,'I fSl :r:- :r:- ti II U 1l~V'. ~""'li,JJ"",-V'"",,,,,,_ .... A. B. TYPE OF LOAN: I).S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.OFmHA 3. DCONV. UNINS. 4. OVA 5. OCONv. INS. 6. FILE NUMBER: I 7. LOAN NUMBER: SETTLEMENT STATEMENT ~FIT71 ?5VIr.TORIA{()7) 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is fumished./o give y~u a st?Jtement of ,!ctual settlement costs. Amqunts pa(d to and by the settlement agent are shown. Items marked 'jPOCJ were paId outsIde the closmg; they are shown here for mformational purposes and are not included in the totals. 1.0 3/98 (SEITZ125VICTORIA(07).PFOISEITZ125V1CTORIA(07)118) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: JOEL R. SEITZ, JR. ESTATE OF JOHN L. SWEEZY DECD BANK OF AMERICA 8 COUNTRYSIDE CT. 125 VICTORIA DRIVE 1201 MAIN STREET CAMP HILL PA 17011 MECHANICSBURG PA 17055 DALLAS TX 75202 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-2386065 I. SETTLEMENT DATE: 125 VICTORIA DRIVE LEON P. HALLER ESC AGENT FIRST AMERICAN TITLE INS MECHANICSBURG, PA 17055 June 28, 2007 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 1719 N. FRONT ST. HARRISBURG, PA 17102 J. ~UMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 1 M r.Rn~Cl nil!:: I=RnM 40ll r.Rn~Cl "'R. 1 01. Contract Sales Price 166,000.00 401. Contract Sales Price 166,000.00 1 02. Personal Prooertv 402. Personal Property 103. Settlement Charaes to Borrower (Line 1400) 8,052.34 403. 104. 404. 105. 405. D..irl 106. CitvlTown Taxes 06/29/07 to 01101/08 301.89 406. City/Town Taxes 06/29/07 to 01/01/08 301.89 107. SCHOOL TAXES 06/29/07 to 07/01/07 6.97 407. SCHOOL TAXES 06/29/07 to 07/01/07 6.97 108. WATER/SEWER to 408. WATER/SEWER to 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 174,361.20 420. GROSS AMOUNT DUE TO SELLER 166,308.86 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO Sa.LER: 201. DeDosit or earnest money 1,000.00 501. Excess DeDosit (See Instructions) 202. Princioal Amount of New Loan(s) 166,000.00 502. Settlement Charges to Seller (Line 1400) 10,755.00 203. Existina loan(s} taken subiect to 503. Existing loan(s) taken subject to 204. 504. Payoff of first Mortgage to COLUMBIA NATIONAL C/O 100,874.37 205. 505. Payoff of second Mortgage 206. 506. 207. 507. (Deposit disb. as proceeds) 208. SELLER COSTS CONTRIBUTION 6,000.00 508. SELLER COSTS CONTRIBUTION 6,000.00 209. 509. Adjustments Fnr Items UnDaid Bv Seller Adiustments For Items unoalO ~v ::>eller 210. Citv/Town Taxes to 510. Citv/Town Taxes to 211. SCHOOL TAXES to 511. SCHOOL TAXES to 212. WATERlSEWER to 512. WATER/SEWER to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 173,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 117,629.37 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TOJFROM SB.LER: 301. Gross Amount Due From Borrower (Line 120) 174,361.20 601. Gross Amount Due To Seller (Line 420) 166,308.86 302. Less Amount Paid By/For Borrower (Line 220) ( 173,000.00) 602. Less Reductions Due Seller (Line 520) ( 117,629.31 303. CASH ( X FROM) ( TO) BORROWER 1 361.20 603. CASH ( X TO)( FROM) SELLER 48,679.49 Th. ""'_""" h""" ._go ....Ipt of . """pi"" oopy of P.... ,.2 of "'e "ateme~"'hmeoMfe:~ ,~ Borrower ~ L ct.. ~~.) '"' Seller it J. .~V 7 ; It.A x::::N e tJ r EL R. SEITZ, R. ESTATE OF JOHN L. SWE~ "'0 EJ () J SlU?~ 'V W. &s~ (J HUD-1 (3-86) RESPA, HB4305.2 L. SETTLEMENT CHARGES --- .----.. ----- 700. TOTAL COMMISSION Based on Price ~ (ijJ nnnnn % R Rno nn PAID FROM PAID FROM , DivisiDn bf Commission (line 700) as Follows: BORROWER'S SELLER'S 701. $ 4,025.00 to ERA JACK GAUGHEN REAL ESTATE FUNDS AT FUNDS AT 702. $ 4,775,00 to EXIT REALTY SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 8,800.00 704. TRANSACTION FEES to EXIT REALTY/JACK GAUGHEN REAL ESTATE 195.00 165.00 RM. I"TJ;MS PA.YABL E IN CONNECTION WITH LnAN 801. Loan Oriaination Fee 0.0000 % to 802. Loan Discount % to 803. TAX SERVICE FEE to BANK OF AMERICA 75.00 804. Credit Report to SIGNATURE FINANCE & CONSUL TI 23.98 805. MORTGAGE BROKER FEE PD BY BOFt to SIGNATURE FINANCE & CONSULTING POC $1,757,94L 806. MORTGAGE BROKER FEE to SIGNATURE FINANCE & CONSULTING 830.00 807. APPLICATION FEE to SIGNATURE FINANCE 595,00 808. FLOOD DETERMINATION FEE to LSI FLOOD SERVICES 11-00 809. SATISFACTORY COMPLET ON CERIFI to CR CONSULTING & APPRAISAL 100.00 810. BROKER APPRAISAL FEE to CR CONSULTING $325,00POCB 100.00 811. ADMINISTRATIVE FEE to BANK OF AMERICA 450.00 ^^^ L...ND 901. Interest From 06/28107 to 07/01/07 @ $ 30.130000/day ( 3 days %) 90.39 902. Mortaaae Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to 904. 905. '1iV\n RE POSITED WITH I I=NDER 1001. Hazard Insurance 3.000 months $ 41.42 oer month 124.26 1002. Mortaaae Insurance 81.620 months $ per month 1003. CitvlTown Taxes 5.000 months $ 35.19oer month 175.95 1004. SCHOOL TAXES 13.000 months il $ 106.05 per month 1,378.65 1005. VVATERlSEVVER months @ $ per month 1006. months $ per month 1007. months ) g; oer month 1008. AGGREGATE ADJUSTMENT months ) $ oer month -233.65 ~Tm-i::-N:iARGES 1101. Settlement or Closina Fee to 1102. Abstract or Title Search to 1103. TItle Examination to 1104. Title Insurance Binder to 1105. Document Preoaration to VVORLEY & VVORLEY LAVV OFFICES 90.00 1106. Notarv Fees to 1107. Attorney's Fees to (includes above item numbers: ) 1108. Title Insurance to LEON HALLER ESC AGENT FIRST AMERICAN TITLE INS 2139.76 (includes above item numbers.11 01-1104 ) 1109. Lender's Coverage $ 166,000.00 1,069.88 1110. Owner's Coverage $ 166,000.00 1,069.88 1111. CLOSING PROTECTION LETTER to LEON P. HALLER ESC AGENT FIRST AMERICAN TITLE INS 35.00 1112. LOAN ONL Y END 1001300/8.1 to LEON P. HALLER ESC AGENT FIRST AMERICAN TITLE INS 150.00 1113. 1~ 1201. Recording Fees: Deed $ 40,50; Mortgage $ 56.50; Releases $ 97.00 1202.Citv/Coun~TaxtSmmos:Deed 1,660.00' Mortaaae 1,660.00 1203. State TaxtSmmps: Revenue Stamos 1,660.00; MortQaQe 1,660.00 1204. 1205. ~ , SETTL 1301. Survev to 1302. Pestlnsoection to 1303. 1304. 1305. See addit'l disb. exhibit to 55.00 40.00 1400. TOTAL SETTLEMENT CHARGES CEnter on Unes 103, Section J and 502, Section K\ 8,052.34 10,755.00 By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two page statement. Certified to be a true copy, LEON p, HALLER ESC AGENT FIRST AMERICAN TITLE Settlement Agent ( SEITZ125VICTORIA(07) / SEITZ125VICTORIA(07) /18) ADDITIONAL DISBURSEMENTS EXHIBIT I Borrower: JOEL R. SEITZ, JR. Seller: ESTATE OF JOHN L. SWEEZY DECD lender: BANK OF AMERICA Settlement Agent: LEON P. HALLER ESC AGENT FIRST AMERICAN TITLE INS (717)234-4178 Place of Settlement: 1719 N. FRONT ST. HARRISBURG, PA 17102 Settlement Date: June 28, 2007 Property location: 125 VICTORIA DRIVE MECHANICSBURG, PA 17055 CUMBERLAND County, Pennsylvania PAYEE/DESCRIPTION NOTE/REF NO BORROWER SEllER CASH NOTARY SERVICES PURCELL KRUG & HALLER UPS OVERNITE TAX COLLECTOR TAX CERTIFICATION 15.00 5.00 40.00 20.00 15.00 Total Additional Disbursements shown on Line 1305 $ 55.00 $ 40.00 (SEITZ125VICTORIA(07).PFD/SEITZ125VICTORIA(07)/18) . Vanguard' February 15, 2007 PO. Box 2600 Valley Forge, PA 19482-2600 www.vanguard.com DANIEL TWORLEY 178 PLANK RD YORK SPRINGS PA 17372 All Funds 09884236473 - Indiv. Acct. ESTATE OF JOHN L SWEEZY Dear Mr. Worley: We are responding to your telephone call requesting a valuation of John L. Sweezy's above-referenced account on November 5, 2006. First, please accept our condolences for your loss. The information that you requested is provided below. Since that date was a non-business day, we are providing the values for November 3, 2006. On that date, the number of shares, price per share, and the value of each fund were as follows: Fund Name Shares Price Value Intermediate-Term Tax-Exempt Fund Inv 2,037.474 $13.33 $27,159.53 PA Tax-Exempt Money Market Fund 14,374.700 $1.00 $14,374.70 Total Bond Market Index Fund Inv 3,387.597 $9.96 $33,740.47 PA Long-Term Tax-Exempt Fund Adm 15,256.676 $11.36 $173,315.84 Accrued Dividends (through the date of death, and if applicable) and the funds' share price on November 6,2006 (the business day following the date of death), are listed below. Note: As of this date, the funds' share balance remained the same. Fund Name Accrued Share Price Dividends Intermediate-Term Tax-Exempt Fund Inv $15.43 $13.33 PA Tax-Exempt Money Market Fund $6.58 $1.00 Total Bond Market Index Fund Inv $23.03 $9.97 PA Long-Term Tax-Exempt Fund Adm $108.18 $11.36 Vanguard Marketing Corporation. Distributor. If you have any questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. We are available Monday through Friday from 8 a.m. to 8 p.m., Eastern time. Sincerely, Client Services Department egm 50806547 Vanguard Marketing Corporation, Distributor. Farm Sales .. Fl~aI(,e$Jate:.AtWques . L!q\'.il~irWs *~. . . ~TERM,~~~N;~~RVJCE ~ VI a a. 125 B~rtJt1j,;Cif.i:ian-,Ch.. .Rd aaa .-. ~-. . . '. East Berlin, Penna. .. (717) 292-2855 N2 200 INVOICE DATE 12/12/06 SOLD TO: MIKE STERMER Auctioneer Nothing Too Big or Too Small - We Sell It All' Estate of John L. ~wP-p-zy Daniel T. Worley, Exec. QUANTITY OESCRIPTIOt/ UNIT PRICE _!9TALAMOUNT -,- ----....- -..-. Appraisal of John L. Sweezv"}.sta te 3* Hr~ .<l:ht:; 00 J.l,... CI:??7 r:;() Write up appraisal 55 Min $6q 00 Hr t:;1 QO - ,''''; ;:0 1 1 TT .......^nn T' ~~ .-. '-., ~~ ...-~. . &:.v.vv ,-,. ......,. ---- - CI:'H\1 ,40 " ,., . .,.... Thank You & Happy Holidays ~ ._~ .. .. - '. -, .. , ,-,,, , -. NO WARRANTY ,EXPRESSED OR IMPLIED PLEASE PAY FRO': THIS INVOICE PAYMENT TERMS PAYMENT IN FULL due upon receipt of this Invoice unless previous credil arrangements have been made and approved. Farm Sales · Real Estatl; · Antiques Liquidations ~STERM.~R'S A~'CTIO~(~.~RVICE a a .. 29n,,~" '."~5:"'5' ,. a-a" <\<I"'j.0J "" aaa . MIKE STERMER Auctioneer NaNling Too Big or Too Small - We Sell It All! APPRAISAL FOR THE ESTATE of JOHN L. S~jgEZY Daniel T. Worley, Eyec. DATE: December 12, 2006 LIVING ROOM (Elect.) "View in Broadway" sq. wall cLck Rayo lamp w/shade (2) record albums Seve figurines on dresser Port. sewing machine Copper kettle w/tripod Rival food slicer Fine china dinner set (2) glass jug lamps Wiskemann (5) silver pcs. on dropleaf table Juno lamp wi shade 2 Bibles Wooden ship on mantle Bird clock Inlaid foot stool Wicker magazine basket 6 pc. silver plate set on marble table (2) W. Nutting pictures Maple 3 drawer dresser w/acorn pulls Marble top wash stand Marble top hall stand w/mirror Daughtry on legs Stuffed arm chair Hitachi TV Caned rocker 4 leg dropleaf table w/drawer (2) small dropleaf end tables Upholstered arm chair Child's caned rocker Sq. coffee table Painted plank rocker Victorian style sofa Victorian sofa & :loveseat (2) round end'stands Hoover upright vacuum Oval marble top table w/gingerbread Unique coffee table w/bottom drawer & irlaid legs Pictures in fra~ f AMOUNT $80.00 65.00 12.00 5.00 1. 00 150.00 8.00 15.00 12.00 35.00 275.00 10.00 10.00 2.00 8.00 8.00 15.00 25.00 125.00 325.00 185.00 65.00 NIB NIB 30.00 325.00 60.00 NIB 45.00 10.00 35.00 50.00 125.00 8.00 20.00 250.00 75.00 25.00 ea. ~toJ 'J.J ~ ~ 1 ~ ~ ~(S) .~state of John L. Sweezy Page 2 . Kitchen -2 wooden buckets Fenton bowl Rayo lamp Lge. Majolica pitcher Verichron clock School .bench 5' wooden bench Wicker bench Hanging lamp w/glass prisms Sev. boxes of misc. dishes Amount $ 20.00 25.00 65.00 60.00 15.00 150.00 80.00 20.00 375.00 20.00 Dining Room NFL glasses Spoon collect. on wall (2) record albums Rayo lamp w/green shade Dec. jug lamp 5 pictures in frames Stereo cabinet Atlantic City 1909 ruby glass Fluted carnival dish Shot glasses 2 pet seats Painted rooster tray Brass tea kettle Pie safe w/bottom drawer 5 leg round oak table w/claw feet 4 plank painted chairs Dry sink Maple server w/drawers 5.00 20.00 12.00 50.00 225.00 35.00 NIB 35.00 120.00 5.00 10,00 20.00 5.00 325.0.0 $450 - %650 80.00 350.00 40.00 Office Slant top desk Hat rack Drop leaf table (small) maple drop leaf Organ panasonic fax machine Sippin jug Bud vase Bombas (2) coffee tables Brothers typewriter (2) files Office chair (2) pictures in frame Hallway upstairs Zetor Buggy seat 1st Bedroom (2) green painted dressers single bed Bookcase w/glass front 2 tier book shelf Wall mirror w/wood frame Quartz clock 375.00 35.00 125.00 60.00 .'20.00 20.00 15.00 10.00 12.00 5.00 15.00 8.00 NIB 20.00 85.00 125.00 20.00 5.00 20..00 12.00 50.00 5.00 --r ,;-LJ J . '1 S~ -n Illll:l ~ Estate of John.L. Sweezy Page 3 $900 ~ 2~ 20.00 80.00 NIB 12.00 10.00 50.00 15.00 25.00 Garage 1984 Chrysler Lebaron convertible, 2 door Pipe vises Long h~ndle tools Toro snowblower 3.25 hp Paint & supplies Toro ~eaf blower Appliance dolly Small hand tools 2 door cabinet Quick start battery charger 2nd Bedroom Hamilton pocketwatch Wooden bucket Maple nightstand w/drawer 1ge. secretary desk w/top bookshel:' (2) bedroom dressers Dec. blanket chest w/birds Army discharge papers Tin picture of war 50.00 10.00 30.00 750.00 75.00 ~ $450 - $900.00 \J..!!!!!J 35.00 25.00 3rd Bedroom Cedar blanket chest Arm chair Single bed Softwood secretary desk Wicker lounge 60.00 NIB 5.00 350.00 35.00 Guns 32 police colt pistol w/holster Iver Johnson 12 ga. single barrel_ W. Richardson dbl. barrel, London fine twist Japanese rifle 225.00 135.00 250.00 150.00 lotlt- , 'h '-/(,7 F"3 ~'_"'.',... "7,_. ~ . ;. ~ - _------'.... .. ~-~~ Mike Stermer, Auctioneer Lic. #AU-Q02959L 125 Bermudian Ch. Rd. East Berl.n, Pa. 17316 (717) 2922855 ~ict! uheet 15} /0) 7QV APPRAISAL ES747E JCJI1 JJ J-, SWcc2-Y /~~ V/cT!Jfl-/4 Dj2..,)t~cl(f\9t PJ}. AU094-L Date //2. - ?-d ITEM / ~LD If) b ,,(j[) M; 00 I btll~ /Sl,6b !)Dccv / 1-0, ()I) / ~tJ. CJi) tf,o,4 / )(),Ob o 64 ~tJ,dl) I()o OJ) Lf(),{)1J ID{)l {)i> / ~ ()O /)~ 51.) p c. 36 (}J .367) OJ) SfJ() '-I {)() 10 () 'lbtJ,Oo / () d I 60 7r6d ::Lb 0,0 J s;- () :IS: 0 ' 30,DIl itlJ.OiJ REY.01~03 EX+ (6098* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF John L. Sweezy FILE NUMBER 21-06-995 All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. DESCRIPTION Vanguard Funds #09884236473 See # of shares and breakdown on Attachment Vanguard Fund 1 Vanguard Fund 2 VALUE AT DATE OF DEATH 27,159.53 14,374.70 3. 33,740.47 4. Vanguard Fund 3 5. 6., Vanguard Fund 4 173,315.84 30,885.21 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 279,475.75 REII"!os EX' (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF John L. Sweezy FILE NUMBER 21-06-995 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. Cash DESCRIPTION Checking Account # 6100891372 held at Citizens Bank Insurance (return of unused malpractice Insurance TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 27.50 22,059.16 1,474.00