HomeMy WebLinkAbout09-12-07
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Sandra C. Snyder
1?mister of i1M[S and
C[erftof Orpfians' Court
(j)aupfiin County Court Jfouse
1?90m 1 03
'Front alld:Marl&t Streets
(PO. (jJ0)(1295
Jfarris6urg, (P;t17108-1295
rye[ 717-780-6500
'Fa." 717-780-6474
%omas P. qackj, P.squire
So[ieitor
September 6, 1007
( )
:.. .)
(: -;
r. -
Dear Glenda F. Strasbaugh,
- --I . ~
As per the Department of Revenue's attached letter, you will find the :=:
original Inheritance Tax Return documents and Receipt of Payment for
the file of Nancy M. Gutshall. We are keeping a copy of the file for our
records.
If you have any questions in reference to this matter, please do not
hesitate to call me at the above given number.
fi~(l am~
Gloria J. C~iola
Register of Wills Office
Re: Dauphin County File # 2207-0636
Cumberland County File # 2107-011
CC""MONWEAl TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
. PENNSYLVANIA .
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. DA007055
Received From:
BRUCE D. FOREMAN, ESQUIRE
112 MARKET STREET
6TH FLOOR
HARRISBURG, PA 17101
------Fold Here
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
8,650.51
101
~TE INFORMATION:
I FILE NUMBER
I NAME OF DECEDENT (LAST)
I
I DATE OF PAYMENT
I
I POSTMARK DATE
I
I COUNTY
I
SSN: 200-24-0430
2207 -0636
(FIRST)
(MI)
GUTSHALL NANCY
07/13/2007
07/13/2007
I
I DATE OF DEATH
I
~
DAUPHIN
12/06/2006
8,650.51
REMARKS
TOTAL AMOUNT PAID
RECEIVED BY
SANDRA C. SNYDER
Register of Wills
SEAL
REGISTER OF WILLS
Al) /fW!Ak
.
.
.-J
15056051058
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
~ ot
0030
Date of Birth
200-24-0430
12/06/2006
01/02/1933
Decedent's Last Name
Suffix
Decedent's First Name
MI
GUTSHALL
NANCY
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
..: 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
BRUCE D. FOREMAN, ESQ
(717) 236-9391
Firm Name (If Applicable)
FOREMAN & FOREMAN, P.C.
REGISTER OF WILLS USE ONLY., ___
112 MARKET STREET
First line of address
Second line of address
6TH FLOOR
City or Post Office
State
ZIP Code
DATE FILED
HARRISBURG
PA
17101
Correspondent's e-mail address:bruce@foreman-foreman.COm
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
FILING RETURN
J
DATE
A DRESS
BARBARA A. VOGLER, 154 PARKWAY DRIVE, CARLISLE, PA 17015
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
BRUCE D. FOREMAN, 112 MARKET STREET, 6TH FLOOR, HARRISBURG, PA 17101
PLEASE USE ORIGINAL FORM ONLY
L
15056051058
Side 1
15056051058
-.J
REV-1500 EX Page 3
.
.
File Number
Decedent's Complete Address:
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
NANCY GUTSHALL 200-24-0430
STREET ADDRESS
13 GUTSHALL AVENUE
CITY I STATE I ZIP
ENOLA i PA i 17025
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
8,650.51
Total Credits ( A + B + C ) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
8,650.51
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
8,650.51
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [iJ
c. retain a reversionary interest; or.......................................................................................................................... 0 [K]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. S9116 (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. S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P,S. s9116(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. S9116(1.2) [72 PS. s9116(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. s9116(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.
.
.
---.I
15056052059
REV-1500 EX
Decedent's Name:
NANCY
GUTSHALL
RECAPITULATION
1. Real estate (Schedule A).
1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . .
5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. .
6.
7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . .
9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). ... . . . .. . .. ..
...... 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) XO_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12 72,087.58
18. Amount of Line 14 taxable
at collateral rate X. 15
15.
16.
17.
18.
19. TAX DUE
..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
200-24-0430
Decedent's Social Security Number
15056052059
97,598.46
0.00
0.00
0.00
10,724.00
0.00
0.00
108,322.46
15,800.55
2,412.44
18,212.99
90,109.47
18,021.89
72,087.58
8,650.51
8,650.51
--.J
REV-1502 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
NANCY M. GUTSHALL
FILE NUMBER
2007-00011
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market vaiue is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Residence located at 13 Gutshall Avenue, Enola, PA 17025
East Pennsboro Township, Cumberland County, PA (3.70 acres, more or less)
97,59846
By deed recorded in the Cumberland County Recorder of Deeds in Book J-24, Page 105.
Proceeds from Settlement 5/21/07 per attached HUD1
TOTAL (Also enter on line 1, Recapitulation) $
97.598.46
(If more space IS needed. insert additional sheets of the same size)
-REV-1508 EX+ (6-98) .
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISe.
PERSONAL PROPERTY
ESTATE OF
NANCY M. GUTSHALL
FILE NUMBER
2007 -00011
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Certificate No. 46176 Belco Community Credit Union 1/2 interest of $6307.84
3,165.81
2. Savings Account No. 091060 Belco Community Credit Union 1/2 interest of $948.33
469.17
3. Christmas Club Acct No. 091060 Belco Community Credit Union 1/2 interest of $150.79
75.10
4. Misc Acct No. 091060 Belco Community Credit Union 1/2 interest of $149.52
74.79
5. Checking Acct No. 091060 Belco Community Credit Union 1/2 interest of $4633.76
2,092.79
6. 1989 Oldsmobile Ciera Sedan 40 Kelley Blue Book Value
450.00
7. Appraised personal property - see attached list
1,510.00
1.00
8. USPS - Safe Deposit Box key refund
9. Social Security payment
946.60
10. House deposit
200.00
11. Deposit refunds (gas and heating)
334.58
12. US Savings Bond
382.80
13. Refund of car insurance
28.00
14. Refund of sewer payment from real estate
68.50
15. Refund from Lane Bryant
47.46
16. Savings Account #766022 - Belco Credit Union
877.40
TOTAL (Also enter on line 5, Recapitulation) $
10,724.00
(If more space is needed, insert additional sheets of the same size)
.REV-1511 EX+ (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
NANCY M. GUTSHALL
FILE NUMBER
2007-00011
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Myers-Harner Funeral Horne, Inc.
2. St. Paul's Lutheran Church (Open Grave)
1.
9,51800
725.00
200.00
125.00
3. Cross Gates Community Church (Funeral Luncheon)
4. James R. Gingrich Memorials
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) Barbara Vogler
Social Security Number(s)/EiN Number of Personal Representative(s) 51-6586200
Street Address 154 Parkway Drive
1,25000
City Carlisle
Year(s) Commission Paid: 2007
State PA
Zip 17015
2.
Attorney Fees
3,500.00
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal - Estate Advertising
8. The Sentinel - Estate Advertising
256.00
75.00
151.55
TOTAL (Also enter on line 9, Recapitulation) $
15.800.55
(If more space ]s needed, insert additionai sheets of the same size)
. REV-1512 EX+ (12-03)
'*
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
NANCY M. GUTSHALL
FILE NUMBER
2007-00011
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
1.
Visa @ Belco Community Credit Union Acct No. 091060
34.62
2.
Leffler Energy (2 months @ 63.00 - budget amount)
126.00
3.
PPL Electric Utilities (December)
60.18
4.
PPL Electric Utilities (January)
26.43
5.
PPL Electric Utilities (Feb-Mar)
141 .34
6.
PPL Electric Utilities (Final bill)
9.74
7.
Verizon (Final Bill)
4.94
8.
East Pennsboro Township - Sewer and water - February
75.35
9.
East Pennsboro Township - Sewer and water - April
68.50
Camp Hill Animal Hospital (for Nancy's dog, Casey)
145.00
Camp Hill Animal Hospital (for Casey)
45.00
Stonehill, Ltd (Grooming of Casey - 3 times)
75.00
Terminex
318.00
Donegal Mutual Insurance Company (Homeowner's Insurance)
190.50
2007 County Real Estate Taxes
374.69
Bankers Life Insurance
233.15
H & R Block - Nancy's Tax Return
79.00
R J Fried Appraisal (to sell house)
345.00
Chuck Bricker Auctioneer (for personal property appraisal)
60.00
TOTAL (Also enter on line 10. Recapitulation) $
2.412.44
(If more space is needed. insert additional sheets of the same size)
'REV-1513 EX+ (9-00)
'*
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NANCY M, GUTSHALL
FILE NUMBER
2007-00011
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Jean P. Motter, 6612 Carlisle Pike, Mechanicsburg, PA 17050 Sister 54065.68
(specific bequest plus 60% of rest, residue and remainder of estate)
2. Faye E, Baumgardner, 36 S, Enola Drive, Enola, PA 17025 Sister 18021.89
(specific bequest plus 20% of rest, residue and remainder of estate)
3. Barbara Vogler, 154 Parkway Drive, Carlisle, PA 17015 Niece Specific Bequest
4. David L. Motter, 96 Beagle Club Road, Carlisle, PA 17013 Nephew Specific Bequest
5. Michael J. Bruckhart, 6612 Carlisle Pike, Mechanicsburg, PA 17055 Great Nephew Specific Bequest
6. Mark E. Motter, 6612 Carlisle Pike, Mechanicsburg, PA 17055 Nephew Specific Bequest
7. Mary Kay Burnside, 119 Market Street, New Cumberland, PA 17070 Niece Specific Bequest
8. Andrew W. Motter, 104 E. Simpson Street, Mechanicsburg, PA 17055 Nephew Specific Bequest
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
1. Cross Gates Community Church (20% of rest, residue and remainder of estate) 18021.89
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 18021.89
(If more space is needed, insert additional sheets of the same size)
.
.
SCHEDULE J
BENEFICIARIES
(Continued)
ESTATE OF
FILE NUMBER
NANCY M. GUTSHALL
2007-00011
NO. NAME RELATIONSHIP AMOUNT
9. Laura J. Vogler Great Niece Specific Bequest
19100 Ford Avenue (Personal Property)
Desert Hot Springs, CA 92241
10. Tracy L. Baumgardner Niece Specific Bequest
53 Gilbert Road (Personal Property)
Shippensburg, PA 17257
Previous p.dltions are obsolete
lement St::~:~:;"fH,ndbOOk43052
A.
I' U.S. Department of Housing and Urban Development
SM I GEL.. AND E R SON OMS No. 2502-0265 ex ires 9/30/2006
I . S. TYPE OF LOAN
I & SA C KS 1 DFHA 2. DFmHA 3. !\lConv Un ins
L~.: LU' 4. OVA 5 OConv Ins.
.-\T'1'CIRNEYS AT LAW 6. FILE NUMBER 7. LOAN NUMBER
9359-1.9AJAB 77780093BRUCKHA
8. MORTGAGE INSURANCE CASE NUMBER
Is-form IS urnlS e 0 give you a semen 0 ac a 58 emen cos 5. aun 5 pa 0 an y e se ernen agen are 5 own.
C. Note: lIems marked "(P.o.c.)" were paid out$ide !ht closing; they are shown hore for information purposes and are not Included in the totals.
WARNING: It is a crime 10 knowingly make false statements to the United States on this or any other similar form. Ponalties upon
convictIon can Include a fine and 1m rlsonmcnt. For details see: TlIle 18 U.S. Code Section 1001 and Section 1010.
I D NAME OF BORROWER: Michael R. Bruckhart
ADDRESS 6612 Carlisle Pike Mechanicsbur PA 17050
E. NAME OF SELLER Estate Nancy Mae Gutshall
ADDRESS: 13 Gutshall Avenue Enola PA 17025
F. NAME OF LENDER COMMERCE BANKlHARRISBURG N.A.
ADDRESS 3801 Paxton Street Harrisbur PA 17111
G. PROPERTY ADDRESS 13 Gutshall Avenue, Enola, PA 17025
East Pennsboro T ownshi
TitleExpress Settlement System I
Printed OS/21/2007 at 1021 CNM
H. SETTLEMENT AGENT: Smigel, Anderson & Sacks, LLP, Telephone: 717.234.2401 Fax: 717.234-3611
~PLACE OF SETTLEMENT 4431 North Front Street, Harrisburg, PA 17110
,_I SETTLEMENT DATE 05/21/2007
i 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 Conlract sales nrice 100000.00 401. Contract sales orice 100 000.00
-- 102 Personal Prooenv 402. Personal Pronenv
103 Settlement charqes to borrower (line 1400) 4 274.89 403.
104 404.
105 405.
Adiustments for items paid bv seller In advance Ad'ustments for items naid bv seller in advance
109 409.
- 110 Refuse 05/21/07 to 06/30/07 13.96 410. Refuse OS/21/07 to 06/30/07 13.96
111 - 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 104 288.85 420. GROSS AMOUNT DUE TO SELLER 100 013.96
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER j
201. DenOSlt or earnest monev 306.00 501. Excess Denositlsee instruction~l- 306.00 i
202. Princioal amount of new loans 97 000.00 502. Settlement charnes to seller ttlne 14001 2 109.50
..J.Q3. EXlstlnn loanlsl taken sub'ect to 503. Existinn loanlsl laken sub'ect to
204 504. Payoff of First Mortoaoe Loan
~irslDoor Prooram Grant 5 000.00 505. i
COMMERCE BANKlHBG. NA
206. 506. I
207 507.
208. 508.
209. 509.
Adiustments for items un[Jaid bv seller Adiustments for items un[Jaid bv seller
i 213. ...- 513.
214 514.
215 - 515.
216 516.
r-117 517.
218 518. i
I 219 519.
220. TOTAL PAID BYIFOR BORROWER 102 306.00 520. TOTAL REDUCTION AMOUNT DUE SELLER I 2415.50
l300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
_ J01. Gross amo~ot due from borrower {line 1201 104 288.85 601. Gross amount due 10 seller lIine 4201 r 100 013.96
~Less am~.t~paid by/for borrower {line 2201 102 306.00 602. Less reduction amount due seile;nine 5201 i 2415.50
I 303. CASH FROM BORROWER 1 982.85 603. CASH TO SELLER 97 598.46
SUBSTITUTE FORM 1099 SELLER STATEMENT: The Information contained here~n Is Important tax Information and ls being furnlshed to the Internal RSlfenuQ Servlco. If you are required to filo a return.
a negligence penalty or other sanctlon will be lmpoud on you if this item 15 reqUired to be reported and the IRS determines lhat It has not been reported. The Contract Sales Price described on
line 401 above constitutes the Gross Proceeds of this transaction.
You are required by Law to provldethl} sl}ttleml}nt agl}nt (Fed. Ta~ 10 No: 1 with your correct lall.paY9f Identlficadon number. If you do not provide your correct taxpayer identification
number. you may be subject to cIvil or criminal penalties Imposed by law. Under ponaltl9& of perjury, I certtty that ti1e number shown on this statement is my correctlall.payer Identification number.
TIN: .._- _-__1_"_"_ SELLER(S}SIGNATURE[S):
SELLER(Sl NEW MAJUNG ADDRESS:
SELLER/51 PHONE NUMBERS: (H)
(WI
PrBvious edillons are obsolete .
US DEPARTMENT OF HO NO URBAN DEVELOPMENT
SETTLEMENT STAT T
File Number: 935.
form HUO.1 {3/86) ref Handbook 4305.2
PAGE 2
TitleExDress Settle stem Printed OS/21/2007 at 1021 CNM
I L. SETTLEMENT CHARGES PAID FROM PAID FROM
LI-oo TOTAL SALESIBROKER'S COMMISSION based on once $100 000.00 = BORROWER'S SELLER'S
I Division of commission (line 7001 as follows: FUNDS AT FUNDS AT
i 701 $ to SETTLEMENT SETTLEMENT
I 702 $ . to
i
L-lQL..(ommlsslon paid al Settlement
~o. ITEMS PAYABLE IN CONNECTION WITH LOAN !
801. Loan OrlOlnatlon Fee %
802. Loan Discount 1.000 %COMMERCE BANKlHBG. NA 970.00 !
p:t Appraisal Fee to .8J Fried & Associates 50.00 ..-
804 Credit Rooorl to Credit Reporting Agency $11.68 POC bv Lender
~dmrnlstra\lon Fee to COMMERCE BANKlHBG. NA 325.00
806. Overnlaht Malt Fee to COMMERCE BANKlHBG. NA $30.00 POC bv Lender
~7 flood Certification Fee Fee to US Determination Service, Inc. $6.00 POC bv Lender
808. Mortqaqe Asslqnment to COMMERCE BANKlHBG. NA $3.00 POC bv Lender
809 Bond Prooram Fee to COMMERCE BANKlHBG. NA 300.00
810.
811
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From OS/21/2007 to 06/01/2007 (0)$ 14.9486 Idav 11 Davs 164.43
902. Mortqaqe Insurance Premium for to
903 Hazard Insurance Premium for 1 vr to State Auto PrODertv Insurance (P.O.C.\ 336.00 Buver
I 904
I
, 905
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance 4 mo. @. $ 28.00 /mo 112.00
1002. Morl aoe Insurance mo. (0)$ Imo
1003. Cltv Property Tax mo @. $ Imo
~County Property Tax 4 mo. @. $ 28.38 Imo ... 113.52
..1 Q05. SchoolT axes 13 mo. (a) $ 105.58 Imo 1 372.54
1009. Aqareaate Analysis Adjustment to COMMERCE BANKlHBG. NA -169.16 0.00
1100. TlTLECHARGES
. 1101 Settlement or c10sinq fee --
i 1102. Abstra~t or title search
1103. Title examination
1104 Title Insurance bi~der
1105. Document Preparation
. 1106. Nolary Fees to Cash 10.00 10.00
1107 Altornev's fees
(includes above Items No' t
1108. Title Insurance to Smiael AndersDn & Sacks 644.06
_~. [rncludes above items No 75% of basic rate. PHFA I
1109 lender's Policv 97000.00
1110. Owner:s Policv 100000.00 - 644.06
1111 100 No Viol 300 SUr/ev. 900 E to Smiael. Anderson & Sacks 150.00
1112.
1113 CloslnoSvcLtr 10 Smiael. Anderson & Sacks 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
'201 Recordln~ Fees Deed $38.50 : Mortqaqe $ 60.50 . Release S 99.00 I
1;>02 City/County taxlstamps Deed $1 ,000.00 : Mortq aqe $ I 1 000.00
1203 Slate T axlstamos Deed S1.000.00 . Mortaaoe $ i 11lQ!hQQ.
~&cord Subordinate Mortqaqe to Recorder of Deeds .. 38.50 I
1205 , I
1300. ADDITIONAL SETTLEMENT CHARGES
.J101 Overnight mall lee to Smiael Anderson & Sacks 10.00
_1302 Download fee to Smiael Anderson & Sacks 50.00
~3 Sewer 4~ 1 ~07 to 6~30-07 to East Pennsboro Townshio Authoritv 68.50
~Reluse 5~ 1.(j7 to 6~30-D7 to East Pennsboro Townshio Authoritv 31.00
1305
~
i 1307
I 1308
11400. TOTAL SETTLEMENT CHARGES I
I enter on lines 103 Section J and 502 Section KI i 4274.89 2,109.50 I
I have carefully revIewed tho HUQ.1 Settlement Statement and Lo the best 01 my knowledge and belief, It Is a true and accurate statement of all r9calptll and disbuncmonts made an my accounl or by mo
In thiS transacUon. I further certify that I flavs received a copy of the HUD.1 Settlement Statemenl
M"~~~
P.!J.Kl./.P. $+ V<>? A (Cte "-
WARNING: IT IS ACRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR ~ORM. PENAL TlES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TlTLE 18:
US. CODE SECTlON 1001 AND SECTION 1010.
The HUD.1 Settloment Statement which I have pn:.pared Is a true and accurate account 01 this transaction.
: have caused or will cause the funOs to be disbursed In accordance wlttllhls statement.
By;r
C'/~/l 6;
DATE
. APPRAISAL.
Personal Propeny of
,..- (
Appraised by Chuck E. Bricker AU094-L
Date
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