HomeMy WebLinkAbout11-09-07
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lS0SbOlfl.l.lf7
REV.1S00 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
RESIDENT DECEDENT 2 1 0 7
Ale Number
0569
Date of Birth
181014483
08032005
07251916
Decedent's Last Name
Suffix
Decedent's First Name
LUPINACCI
IDA
MI
F
(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 Retum D 2. Supplemental Retum D 3. Remainder Retum (date of death
prior to 12-13-82)
D 4. Limited Estate D 4a. Future Interest Compronise D 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
[!] 6. Decedent Died Testate D 7. Decedent Maintained a LMng Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received D 10 Spousal Pov~ Credit ~date of death D 11.Election to tax under Sec. 9113(A)
. between 12-31- 1 and -1-95) (Attach Sch. 0)
~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
ROBERT C. SAIDIS ESQ. 7177373405
Firm Name (If Applicable)
SAIDIS, FLOWER & LINDSAY
'-J
REGISTER::9.f WILLS U~NL Y
. -.J
First line of address
2109 MARKET STREET
I
ill
Second line of address
\:J
City or Post Office
CAMP HILL
State
PA
ZIP Code
17011
D~TEi:ILED N
r'-.>
N
Correspondent's e-mail address:
Under penalties of p!!rjury, I declare that I have examined this retum, including accompanyjng schedules and statements, and to the best of my knowl~ 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. '
51 RE OF PE N RESP ISLE FOR FIUfiG RETURN DATE
Kenneth J. Lupinacci
I ,
DATE
1I-t!1/-07
2109 Market Street, Camp Hill, PA 17011
L
Side 1
:LS051:.0lf:L:L47
:L5051:.04:L147
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lSDSbDlf2llf1l
REV-1500 EX
Decedenl'sName: Ida F. Lupinacci
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) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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. 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
41,891.02
16.
0.00
17.
0.00
18.
19. Tax Due.................................. ............................................ ....................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side2
L
lSDSbDlf211f1l
Decedent's Social Security Number
181014483
112,000.00
1,250.84
113,250.84
25,338.95
46,020.87
71,359.82
41,891.02
41,891.02
0.00
1,885.10
0.00
0.00
1,885.10
D
lSDSbDlf2llf1l
-.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Ida F. Lupinacci
STREET ADDRESS
32 South point Dr.
File Number 21-07 -0569
Mechanicsburg
I STATE
PA
IZIP
17055
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
1,885.10
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
0.00
218.46
TotallnterestlPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 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) 218.46
(4)
(5) 2,103.56
(5A)
(5B) 2,103.56
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;.................................................................................. D
b. retain the right to designate who shall use the property transferred or its income;.................................... D
c. retain a reversionary interest; or.................................................................................................................. D
d. receive the promise for life of either payments, benefits or care?.............................................................. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................. ................................ .......... ....... ................................................... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benefiCiary designation?..................................................................................................................... D ~
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. S9116 (a) (1.1) (i1)]. 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 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. S9116 1.2) [72 P.S. 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. ~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.
Rev-1502 EX+ (6-88)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNS'VlVANIA
~HERrrANCETAXRETURN
RESDENT DECEDENT
ESTATE OF
Lupinacci, Ida F.
FILE NUMBER
21-07-0569
All real property owned solely or as a tenant In convnon 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 Jolntly-owned with right of survivorship IIllIst be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 32 South Point Drive - Residence located in Upper Allen Township, Mechanicsburg, 112,000.00
Cumberland County, Pennsylvania (Parcel #42-25-0030-o33.-U1632-2)
TOTAL (Also enter on Line 1, Recapitulation)
112,000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule A (Rev. 6-98)
Rev.1509 EX+ (6-98) .
COMMONWEAl. TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY -OWNED PROPERTY
ESTATE OF
FILE NUMBER
Lupinacci, Ida F. 21"()7"()569
If an as..t was made Joint wIthIn one year of the dec:edent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Linda M. Hancock
ADDRESS
112 Juniper Drive
Mechanicsburg, PA 17050
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATr, DECO'S VAlUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENT'S INTEREST
JOINTl V-HELD REAL ESTATE.
1 A 1/2/2002 Citizens Bank - Checking Account 2.501.67 50.000% 1.250.84
#610640-601-8
TOTAL (Also enter on Line 6, Recapitulation) 1.250.84
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
REV-1151 EX+ (12-891
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lupinacci, Ida F.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07-0569
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
6,511.60
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Saidis, Flower & Lindsay
5,290.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
269.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
13,268.35
TOTAL (Also enter on line 9, Recapitulation)
25,338.95
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev.1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMClNWEAL TH OF PENNS'i'lVANIA
IMiERITANCE TAX RETURN
RESIlENT DECEDENT
ESTATE OF
Lupinacci, Ida F.
FILE NUMBER
21-07-0569
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Linda Hancock. Reinbursement for Memorial Luncheon
700.00
2
Malpezzi Funeral Home. Professional services $3545.00; Casket, register, folders,
Ackn $823.00; Open Grave, Cemetery Equipment, Death Certificates, Obitiary
Notices, Church charges $1501.60; Less $58.00 Discount
5,811.60
Subtotal
6,511.60
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (1\098)
ESTATE OF
.
8CHEDULI H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIlENT DECEDENT
Lupinacci, Ida F.
FILE NUMBER
21-07-0569
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
32 South Point Drive. Closing Costs
Broker's commission
6.160.00
2
32 South Point Drive. Closing Costs
AHS Home Warranty
435.00
3
32 South Point Drive. Closing Costs
Realty Transfer Taxes
1.120.00
4
32 South Point Drive - Closing Costs
Notary, UPS, Express Mail
44.03
5
Marlin A. Yohn, Tax Collector. 2007.2008 School Taxes
1.061.55
6
Marlin A. Yohn, Tax Collector. 2007 CountylTownship Taxes
341.64
7
PPL Electric
86.88
8
PPL Electric
12.73
9
PPL Electric
46.05
10
PPL Electric
22.23
11
Said is, Flower & Lindsay. Reimbursement for advertising expenses regarding the
Executor's Notice in the Cumberland Law Journal and The Sentinel
236.34
12
South Point Condo Association
80.00
13
South Point Condo Association
80.00
14
South Point Condo Association
80.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1502 EX+ (6-98)
*'
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COY.lONWEALTH OF PENNSYLVANIA
INHERFTANCE TAX RETURN
RESIJENT DECEDENT
ESTATE OF
Lupinacci, Ida F.
FILE NUMBER
21-07 -0569
ITEM
NUMBER DESCRIPTION AMOUNT
15 South Point Condo Association 80.00
16 South Point Condo Association 160.00
17 South Point Condo Association - Assessment 250.00
18 South Point Condo Association 240.00
19 South Point Condo Association 80.00
20 South Point Condo Association 160.00
21 South Point Condo Association 160.00
22 South Point Condo Association 160.00
23 South Point Condo Association 80.00
24 State Farm - Insurance 9.33
25 State Farm Insurance 9.33
26 State Farm Insurance 9.33
27 State Farm Insurance 9.33
28 State Farm Insurance 9.33
29 State Farm Insurance 9.33
30 State Farm Insurance 51.25
31 State Farm Insurance 146.27
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (8-98)
.
SCHI!DULI! H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lupinacci, Ida F.
FILE NUMBER
21-07 -0569
ITEM DESCRIPTION AMOUNT
NUMBER
32 State Farm Insurance 99.24
33 State Farm Insurance 99.24
34 State Farm Insurance 105.00
35 State Farm Insurance 102.00
36 United Water Pen Water Bill 15.41
37 United Water Pen Water Bill 6.76
38 United Water Pen Water Bill 6.76
39 United Water Pen Water Bill 6.76
40 United Water Pen Water Bill 6.76
41 United Water Pen Water Bill 6.76
42 United Water Pen Water Bill 6.76
43 United Water Pen Water Bill 2.70
44 Upper Allen Township - 3rd Quarter Sewer 100.00
45 Upper Allen Township 100.00
46 Upper Allen Township 100.00
47 Upper Allen Township 100.00
48 Upper Allen Township 302.90
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1502 EX+ (6-98)
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESDENT DECEDENT
ESTATE OF
Lupinacci, Ida F.
FILE NUMBER
21-07-0569
ITEM
NUMBER DESCRIPTION AMOUNT
49 Upper Allen Township 100.00
50 Upper Allen Township 100.00
51 Upper Allen Township 100.00
52 Upper Allen Township 100.00
53 Waste Management 46.95
54 Waste Management 46.95
55 Waste Management 46.95
56 York Waste Disposal 43.50
57 York Waste Disposal 43.50
58 York Waste Disposal 43.50
Subtotal
13.268.35
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-981
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIlENT DECEDENT
Lupinacci, Ida F.
FILE NUMBER
21-07-0569
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 AARP Health Care Premium
VALUE AT DATE
OF DEATH
141.25
2 ACN - Invoice #2044942
24.78
3 Comcast Central PA
42.66
4 Commerce Bank - Mortgage Payments for 2005 on Principal
247.50
5 Commerce Bank - Mortgage Payments for 2006 on Principal
622.89
6 Commerce Bank - Mortgage payoff
42,846.89
7 Marlin A. Yohn, Tax Collector
1.048.08
8 MBNA
4.00
9 PPL Electric
99.88
10 PPL Electric
86.91
11 Presbyterian Medical Center - Medical Expenses
424.59
12 South Point Condo Association - Unit 32 Dues from June-December 2005
360.00
13 State Farm Insurance
56.03
14 United Water Pen Water Bill - Reference 050808 999198261
15.41
TOTAL (Also enter on Line 10, Recapitulation)
46,020.87
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV.1513 EX+ (NO)
ESTATE OF
NUMBER
I.
.
8CHI!DULI! ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lupinacci, Ida F.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pndude outright spousal
Clistributions and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07-0569
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s}
1
Linda M. Hancock
112 Juniper Drive
Mechanicsburg, PA 17050
Daughter
Twenty percent
(20%) of the
residue
8,378.21
2
Kenneth J. Lupinacci
8759 School House Lane
Coopersburg, PA 18036
Son
Twenty percent
(200/0) of the
residue
8,378.21
3
Richard S. Lupinacci
Heritage Plantation
Nevis, West Indies
Son
Twenty percent
(20%) of the
residue
8,378.20
4
Robin P. Lupinacci
2730 Banks Street
Harrisburg, PA 17103
Son
Twenty percent
(20%) of the
residue
8,378.20
5
Samuel F. Lupinacci
164 Woods Island Road
Lexington, NC 27292-0108
Son
Twenty percent
(20%) of the
residue
8,378.20
Total 41,891.02
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, 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
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
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LAST WILL AND TESTAMENT
I, IDA F. LUPINACCI, of the Township of Milford, County of Bucks,
Commonwealth of Pennsylvania, being of sound mind, memory and
\1
II
II
I
II
understanding, hereby make, publish and declare the following to be my
Last Will and Testament, hereby making and declaring void any and all
former Wills by me at any time heretofore made.
FIRST: I authorize and direct my hereinafter named Executor to pay all
of my just debts and funeral expenses as soon as conveniently possible
after my decease as costs of the administration of my estate.
SECOND: I authorize and direct-that my bodily remains be subjected to
the process of cremation.
THIRD: I give, -deviseand-bequeath all-ofmy property and estate, be it
real, personal or mixed and wheresoever -situate unto my husband,
SAMUEL F. LUPINACCI.
FOURTH: In the event that my husband, SAMUEL F. LUPINACCI,
I should predecease me, die at the same time or as a result of a common
I disaster, I direct that all the remainder and residue of my estate shall be
distributed to our beloved children and their heirs and assigns as follows:
II
- -----~-~_.~~ , ---------------..-------------------"$"2-4-9----0-0
~~~~l R~~p.l~ed......... .
,
..R'
-y-"
A. Twenty Percent (20%) unto my beloved son, RICHARD S.
LUPINACCI.
B. Twenty Percent (20%) unto my beloved son, KENNETH J.
LUPINACCI.
C. Twenty. Percent (20%) unto my beloved son, SAMUEL F.
LUPINACCI, II.
D. Twenty Percent{W%)unto-myheloved daughter, LINDA M.
HANCOCK.
E. Twenty Percent (2D%) unto my beloved son, ROBIN P.
LUPINACCI
9f
FIFTH: EXECUTOR'S POWERS: My Executor may at his discretion,
A. Retention: Retain property for such length of time as he may
deem proper.
B. Investment: Invest principal and accumulated income in any
property which he may deem suitable, without restriction to legal
investments, including any common trust fund operated by a corporate
fiduciary hereunder and keep cash uninvested.
?
-------------s ?'4-9 -:"oU-
,.
----.'-1- -, C Leases and Sales: Lease and sell property for such prices and
on such terms, and at public or private sale, as he may deem proper, grant
-."-
r
options for the purchase or lease of property.
D. Disability Clause: Apply principal or income for the
maintenance, education, and'support of any beneficiary entitled thereto
who may be incapable of disbursing the same.
SIXTH: All estate, inheritance, transfer, 'succession and death taxes of
any kind whatsoever, imposed or payable by reason of my death, and
interest and penalties thereon, with respect to.-all property comprising my
gross estate for death tax -purposes, whether or not such property passes
under this Will, shall-be paid -out -of the 'principal of my residuary estate,
as if such taxes were-administrati-on-expenses, without apportionment or
right of reimbursement. I authorize my Executor to pay all such taxes at
such time or times 'ashe deems advi-sable. Taxes on future inter~sts may
be prepaid.
SEVENTH: All principal and inrome shall until actual distribution to tHe
beneficiary, be free of the debts, contracts, alienations, and anticipations
of any beneficiary, and the same shall not be liable to any levy,
Jj/
"::l
C::?4Q.OU
,
attachment, execution, or sequestration while in the hands of my
Executor.
EIGHTH: FINALLY, I nominate, constitute, and appoint my husband,
SAMUEL F. LUPINACCI, as Executor of this my Last Will and
Testament, and should my husband, SAMUEL F. LUPINACCI, fail to
qualify or cease to aetas my Exeetttor, then I appoint my sons,
KENNETH J. LUPINACCI and SAMUEL F. LUPINACCI, IT, to act as
my Co-Executors.
I direct that my Executor and his-successors shall not be required to
give bond or furnish sureties- in any jurisdiction.
I
I
I
I
'I
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ,? 1
I
day of
l#~ ' A.D., 1999.
~;t~,
IDA F. LUP ,-ACCl .
Signed, sealed, published and declared by the said Ida F. Lupinacci,
as and for her Last Will and Testament, in the presence of us, who at her
request and in her presence, and in the presence of each other, have
subscribed our names as witnesses thereto.
~ c:: fd7
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~/~~~h
~~~';.i~"'.R-.~-~'~I-'e-d.:"--. . . . . . . .
$249.00
,---,-, /'
~
A. Settlement Statement
U.S. Department of Housing
and Urban Development
~
OMB Approval No. 2502-0265
B. T eofLoan
1. 0 FHA 2.0 FmHA 3.0 Conv. Unlns. ..FlleNu_,
4. D VA 5. 0 Conv. Ins.
7. loan NUrTOer
5, MOI1gage Insurance Case NurrtJer
C. Note: This form is furnished to give you a statement of actual selUement costs. Amounts paid to and by the settlement agent are
shown. Items marked "(p.o.c.)" were paid outside closing; they are shown here for informational purposes and not
Included in the totais.
D. Name and Address of Borrower
Linda Ersoz
E. Name and Addr855 of Setler
Estate ofIda F. Lupinacci
Ida Lupinacci
F. Name and Address of Lender
alkJa
G. Properly Location
32 Southpoint Drive
Mechanicsburg
PA 17055
H. SeUlemenl Agent
R. Scott Cramer, Es uire
Place of 5elUemenl
3915 Market St.
Camp Hill
PA 17011
I. Settlemenl Date
8/28/07
Disbursement Date
8/28/07
Lot;
Block:
J. Summary of Borrower's Transaction
101.
102.
103.
104.
105.
K. Summary of Seller's Transaction
400. Gross Amount Due To Seller
112,000.00 401. Conlrecl sales rice
402. Personal ro ert
2573.50 403.
404.
405.
112,000.00
106. Ci Itown taxes 8/28/07 10 3/1/08
107. Count taxes 8/28/07 to 3/1/08
108. Assessments 10
109. School Tax 8/28/07 to 7/1/08
110. to
111. South oint to
112. Condo ASBo 8/28/07 to 9/1/07
113. 10
114. Sewer 8/28/07 10 10/1/07
115. to
60.56 406.
111.67 407.
to 3/1/08
to 3/1/08
60.56
111.67
Acfustments for Items aid b seller In advance
408. Assessments
889.96 409. School Tax 8/28/07
410.
411. South oint
10.66 412. Condo ABso 8/28/07
to
10 7/1/08
889.96
to
to
to 9/1/07
10.66
413.
35.87 414. Sewer
415.
to
8/28/07 to 10/1/07
35.87
to
120. Gross Amount Due From Borrower
115,682.22 420. Gross Amounl Due To SeUer
113,108.72
200. Amounts Paid Bv Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller
201. Deposit or earnest monev 10,000.00 501. Excess deoosit (see instructions)
202. PMnei al amount of new loanlst 502. Selllement chames to saller lline 1400t 9,220.58
203. Existinc loan{s) laken subiect to 503 Existino loanls' taken subiect to
204. 504. Pavoff of first mortoaoa loan Commerce Bank 42,846.89
205. Seller Contribution 300.00 50S. Pavoff of second mori=ne loan
206. 506. Seller Contribution 300.00
207. 507.
208. 506.
209. 509.
Adlustments for Items unmold bv s8Uer Adlustments for Items unDald bv seUer
210. Cltvltown taxes to 510. Citvltown laxes to
211. Countv taxes to 511. Countv taxes to
212. Assessments to 512. Assessments to
213. 10 518. to
214. to 514. 10
215. to 515. to
218. to 516. to
217. to 517. to
218. 10 518. to
219. 10 519. to
220. Total Paid By/For Borrower 10,300.00 520. Total Reduction Amount DUB Seller 52,367.47
801.
115 682.22
10300.00
303. Cash
00 From
o To Borrower
105,382.22 803. Cash
!Xl To
o From SeUer
113 108.72
52367.47)
60,741.25
The undersigned hereby acknowledge the receipt of a com~eted copy of pages 1 &2 of this statement & any attachments referred to herein.
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 I HAVE
RECEIVED A COPY OF THE HUD-1 SETTLEMENT STATEMENT.
BORROWER SELLER
BORROWER SELLER
TO THE BEST OF MY KNOWLEDGE, THE HUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS
WHICH WERE RECEIVED AND HAVE BEEN OR WILL BE DISBURSED BY THE UNDERSIGNED AS A PART OF THE SETTLEMENT OF THIS TRANSACTION.
WARNING: ITlS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
Previous Edition Is Obsolete HUD.1 (3-B6)
RESPA, HB 4305.2
l.~ Settlement Char es
700. Total Sales/Broker's Commission based on rice $
Division of Commission line 700) 85 follows:
701. 2,825.00
ro~ 3~5~
703. Commission aid at Settlement 6,160.00
704 Brokers Real Consumer Service Fee
112000.00
%=
0.00
Paid From
Borrower's
Funds At
Settlement
Paid From
Selle~s
Funds At
Settlement
to ERA/NRT, Inc.
to Brokers Real
6 160.00
800. Items Pi!. ble In Connection With Loan
801. Loan On inatlon Fee
802. Loan Discounl
803. A raisal Fee
804.
805.
806.
295.00
%
%
807.
808.
809.
610.
811.
812
813.
900. Items Re uired B Lender To 8e Paid In Advance
901. Interesl from to
902. Mort a a Insurance Premium for
903. Hazard Insurance Premium for
904.
905.
1000. Reserves De oslted With lender
1001. Hazard insurance
1002. Mort a e insurance
1003. elt ra e taxes
1004. Count ro ert taxes
1,005. Annual assessments
1006.
1007.
1008. A re ate Accountin Ad'ustment
1100. Title Char es
1101. Settlement or clcsin fee
to
to
Jicalian Fee to
435.00
Exclude last da in cales -line 901
Ida
months to
ears to
ars to
r month
ar month
ar month
er month
10
1102. Abstract or title search
1103. Title examination
1104 Title insurance binder
1105. Document ra sration
1106. Nola fees
1107. Attoma s fees
10 Conununi Settlement LLC
225.00
1108
to
to
to
to
to R. Scott Cramer
re-settlement 1101, 1103 1105
to
895.00
1109.
1110.
1111.
1112.
1113.
1200. Government Recordin
$
$
Law Offices
300.00
1201.
1202.
1203.
1204.
1205.
1300. Additional SeWement Char 8S
SUrve to
; Relea... $
38.50
1120.00
1 120.00
BORROWER
27.78
1 061.55
16.25
100.00
SELLER
BORROWER
SELLER
TO THE BEST OF MY
WHICH WERE RECE
Ida Lupinacci
H -1 S LEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS
OR WILL BE DISBURSED BY THE UNDERSIGNED AS A PART OF THE SETTLEMENT OF THIS TRANSACTION.
er, Esquire
WARNING: IT IS A CR E TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
U." GOVEflHMEHT PRlNllHG ClfflCf: ,.. ........w
II Citizens Bank
1-888-910-4100
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
US259 BR292
6
1
IDA F LUPINACCI
32 5 POINT DR
MECHANICSBURG PA 17055-4270
Checking Account
Statement
o OF 1
Beginning July 13, 2005
through August 09, 2005
Checking
SUMMARY
Balance Calculation
Previous Balance
Checks
Withdrawals
Deposits & Additions
Current Balance
2,568.34
678.84 -
589.74 -
1,018.00 +
2,317.76 =
IDA F LUPINACCI
LI NDA M HANCOCK
Basic Checking
610640-601-8
Previous Balance
2,568.34
TRANSACTION DETAILS
Checks' There is a break in check sequence
C'-k iI Amount
624 46.95
625 13.00
626 305 . 94
Withdrawals
Other Withdrawals
D8te Amount
07/13 266.93
07/13 99.90
08/02 39.00
08/05 141.25
08/08 42.66
Date
07/19
08/03
08/03
Check iI
627
628
629
ne-iption
Mbna/lbs Check Pvmt 050712620
Pp Elee Bill 05071'3 8636069020ws
Mbna/lbs Check Pvmt 050731 630
MRP Health Care 'Premium 050805 0652274101 ",/
Comeast Central Central PA 080805 23856603 'vI"
Deposits & Additions
Date Amount Description
08/03 1 ,018 .00 US Treasury 303 Soe See 080305
Daily Balance
Date
07/13
07/19
08/01
Balance
2,201.51
2,154.56
2,117.56
Member FDIC @ Equa; """"-;'19 Lender
Date
08/02
08/03
Balance
2,008.67
2,501.67
Date
08/05
08/08
Amount
206.06
69.89
37.00
Date
08/03
08/02
08/01
Balance
2,360.42
2,317.76
e
Total Checks
678.84
e
Total Withdrawals
589.74
Total Deposits & Additions
o
e
1,018.00
ClaTent Balance
2,317.76