HomeMy WebLinkAbout10-31-07
REV.150C EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~
z
w
c
w
o
w
c
w
....
lI!: ~en
ulll:lI!:
w~u
::00
.. 1lI:..J
....~III
~
c(
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
ALDERDICE
DATE OF DEATH (MM-DD-Year)
WILLIAM H.
DATE OF BIRTH (MM-DD-Year)
OFFICIAL uSE ONL Y
FILE NUMBER
2 1 -0 7 0 5 5 1
coTINh"'COOE -YEAR- - - NuMBeR- -
SOCIAL SECURITY NUMBER
204-30-0918
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (date ofdealh prior to 12-13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. Al..l CORRESPONDENce AND CONFIDENTlAl..rAXINF'ORMATIO NSHOULD Be .DIRECTEDTO:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
z
o
i=
:s
::;)
~
a::
<(
o
w
0::
z
o
~
::;)
Q.
:E
o
o
~
~
05/01/2007 11/18/1938
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[R]1. Original Retum
D 4. Limited Estate
[R] 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (daleoflleath between 12-31-91 and 1-1-95)
145,000.00 I
OFFICIAL USE ONLY
I-
Z
W
Q
Z
o
~
en
w
Ill:
Ill:
o
U
(1)
(2)
(3)
(4)
(5)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(6)
(7)
(9)
(10)
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)
0.00 X _(15)
0.00 X .045 (16)
0.00 X .12 (17)
118,938.01 X .15 (18)
(19)
,-
(".')
C~}
.....-j
0.)
-n
(..J
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. _ [8]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>> · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
~:'1
o
':0>-
o
Ol
(8)
180,605.55
34,543.38
27,124.16
(11)
(12)
(13)
61 ,667.54
118,938.01
(14)
118,938.01
0.00
0.00
0.00
17,840.70
17,840.70
'UO!ldope JO poolq Aq JalllallMluapa:>ap alll IlI!M uowwo:> _IIUaJed auo Isealle sell OUM lenpl^lpUI
ue se 'ZO~6 uo!pas Japun 'paUitap S! 6u!!q!s '" '[it' ~){e)9 ~ ~69 'S"d zLJ %Z~ S! s6u1lq!S S,luapa:Jap alll to asn alll JOt JO 01 SJatSUeJl to anleA lau a41 uo pasodw! aleJ xel alll
'[{~)(e)9~ ~69 'S'd zLJ (z- ~)9~ ~69 'S'd ZL U! palou se lda:>xa '%g'v S! sa~ep!tauaq leau!! s,luapa:>ap alll to asn alll JOt JO 01 SJatSueJl to anle^ lau a41 uo,paso'dw! aleJ xel a41
,[{Z' ~){e)9~ ~69 'S'd zLJ %0 Sl PI!Il:> alll to lUaJeddais e JO
'IUaJed a^!ldope ue 'IUaJed leJnleU e )0 asn alll JOt JO 01 llleap Ie Ja6UnOA JO a6e to SJeaA aUD-AluaMj P1!4:> pasea:>ap e WOJt sJatSueJl to anle^ lau a41 uo pasodw! aleJ xel alll
:oooz '~ Alnr Jalle JO uo llleap to salep JO:l
'AJepuauaq AIUO a41 S! asnods 6U!A!AJnS a41
ti uaAa alqe:>!ldde II!IS aJe UJnlaJ xel e 6u!m pue Slasse to aJnsoj:lS!p JOt SluawaJ!nbaJ AJOlnlelS alll pue 'xel WOJt asnods 6u!^!AJns e 01 JatSueJl e lowaxa IOU saop alnlelS a41
'[(H) (~'~) (e) 9~ ~69 'S'd zLJ %0 S! asnods 6u!^iAJnS a41 to asn alll JOt JO 01 SJatSueJl to anle^ lau alll uo pasodw! aleJ xel a41 '966~ '~ AJenuer Jalle JO uo 41eap to salep JO:l
'[(i) (~'~) (e) 9~~69 'S'd zLJ
%t S! asnods 6U!A!AJnS alll to asn a41 jOt JO 01 sJatSUeJl to anleA lau alll uo pasodwi aleJ xel alll '966 ~ '~ AJenuer aJotaq pue v66 ~ '~ Alnr Jalle JO uo llleap to salep JO:l
31SIlCl'v'8
1.33Cl1.S 1.3H:ll^JOd 1.S3M 09
SS3~OOIf
z!. a// 5/0/
31VO.
f: ~OL ~ 'v'd
3AIllflN
o ~3 d3~d :10 3~:1nl IfN~IS
/ lSIlCl'v'8
1.33Cl1.S 1.3 :ll^Jdd lS3M 09 SS3~OOIf
~'V /
N~nL3lV~NIlI:l ~O:l31aISNO 3~ NOS~3d:lO 3~nLlfN~IS
'a6paJ"'OU~ ~ue se4 JaJedaJd 40!4'" jO UOIIllUJJOjU! lie uo paseq S! a^nE1luasaJdaJ leUOSJad a41 ue41 Ja4l0 JaJedwd jO UO!leJeloaeJ
'91aldwoo pue I09JJOO 'anJj S! I! 'ja!laq pue a6pal"'OU~ ~w jO lsaq a41 01 pue 'SluawalelS pue salnpa40s 6u!~uedwoooe 6u!pnjOu! 'UJnlaJ S!4I paulwexa a^e4 Ile41 aJejOap I '.(m~ad jO sanleuad JapUn
(0/1(/0 (
31lfO
'N~n13~ 3H1.:lO l~Vd SV 11 311.:1 aNV ~ 31na3H~S 3131dWO~ lSnW nOA 'S3A SI SNOI1S3nO 3^08V 3H1.:lO ANV 01 ~3MSNV 3H1.:lI
00
00
00
00
00
00
00
ON
o .......................................................................................................l.uO!leu6!sap AJepuauaq e sUielUO:>
4:>!4M AjJadOJd aleqoJd-uou Ja410 JO 'Al!nUUe 'lunO:>:>\7 luawaJ!la~ lenp!^!pUI ue UMO luapa:>ap P!a 'V
o ................. l.41eap Jail JO S!41e Alpn:>as JO luno:>:>e ~ueq llleap uodn alqeAed JO .JOt ISnJl U!. ue UMO luapa:>ap P!a 't
o ........................ ..................................................................... "l.UO!leJapisuo:> alenbape 6U!A!a:>aJ lnOlll!M
llleap to JeaA auo U!IlI!M AjJadoJd JatSueJlluapa:>ap PIP 'Z96 ~ 'z ~ Jaqwa:>aa Jaije paJJn:>:>o 41eap tl 'Z
o ............................................................. l.aJe:> JO smauaq 'sluawAed Ja41!a to at!! JOt as!woJd a41 a^!a:>aJ 'P
o ...................................................................................................... JO :ISaJalU! AJeUO!SJaAaJ e u!elaJ ':>
o ........................................ :awo:>u! Sl! JO paJJat5ueJl AjJadoJd alll asn lIellS 04M aleu6!sap 0111l6!J alll u!elaJ 'q
o ........................................................................... :paJJatsueJl AjJadoJd a41 to awo:>ui JO asn alll U!elaJ 'e
sa A :pue JatSUeJl e a~ew luapa:>ap P!a '~
S>I:>018 31\fI~dO~dd\f 3Hl NIIIXII N\f E>NI:>\fld A8 SNOI1S3nO E>NIMOllO:l3Hl ~3MSN\f 3S\f31d
lN3!)tf )[:J8l/J a)[ew
(89) '3na 3:>N'tl"f8 alll S! 5!41 '",g + 9 aun to lelol a41 Jalu3 '8
(\7g) 'anp xel alll uo ISaJalu! a41 Jalu3 ''''
(g) '3na X"I1 alll 5! S!41 'a:>uaJa#ip alll JalUa 'z aun ue41 JaleaJ6 S! t aun + ~ aun tl 'g
(v) punjaJ e lSanbaJ OJ OZ aun ~ aBed uo xoq lI:lall:>
'1N3WA"fd~3^O alll S! S!41 'a:>uaJa#!p alll Jalua 't aU!l + ~ aU!l ue41 JaleaJ6 S! Z aun tl 'v
it) (3 + a ) AlleUad/lSaJalUllelol
00'0
00'0
Pf:' ~90' ~
00'0
Alleuad '3
ISaJalul '0
alqe:>!ldde t! AlleUadllSaJalul 't
PO'Z6S'S ~
(Z)
( :) + 8 + '" ) SlipaJ:) lelO 1
PO'Z6S
OO'OOO'S ~
lunO:>S!a ':)
sluawAed JO~d '8
l!paJ:) AjJaAod lesnods .'"
sluawAed/Sl!paJ:) 'Z
(6~ aU!l ~ a6ed) ana xel '~
:sJ!paJ~ pue sJuaw~ed xel
OL'OPS'H
( ~)
9~OH I 'v'd I 31SIlCl'v'8
dlZ 31V1S All:>
O'v'OCl 3111J\M3N ~f: ~Z
SS3~OOV 133~lS
:ssaJ a aldwo s ua a:>a
PPV J I
~ .J P
a
REV-1502 EX + (6-98)
.W
CPMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ALDERDICE WILLIAM H. 21 07 0551
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real DrOllf!rtv which is iointlv-owned with riaht of survivorshin must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
2131 NEWVILLE RD, WEST PENNSBORO TOWNSHIP, CARLISLE, PENNSYLVANIA
SOLD - SETTLEMENT SHEET ATTACHED
VALUE AT DATE
OF DEATH
145,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
145.000.00
REV-15G8 EX + (6-98)
oW
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALDERDICE
FILE NUMBER
WILLIAM H. 21 07
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 0
0551
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
683.00
CASH ON HAND
2.
COMMERCE BANK - CHECKING ACCOUNT #537193435
22,965.87
3.
HeR MANOR CARE TRUST FUND ACCOUNT
765.18
4.
PERSONAL PROPERTY - SETTLEMENT SHEET ATTACHED
11,191.50
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
35.605.55
REV-1511 EX + (12-99)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ALDERDICE
ITEM
NUMBER
A.
1.
B.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
FILE NUMBER
WILLIAM
H.
07
21
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
HOFFMAN-ROTH FUNERAL HOME
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name otPersonal Representative (s) ROGER B. IRWIN
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 60 WEST POMFRET STREET
City CARLISLE State PA Zip 17013
Yea~s) Commission Paid:
Attorney Fees IRWIN & McKNIGHT
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees REGISTER OF WILLS
Acoountanfs Fees
Tax Return Prepare~s Fees PATRICIA A. ROSENDALE, CPA
NOTARY FEES
CUMBERLAND LAW JOURNAL - ESTATE NOTICE
THE SENTINEL - ESTATE NOTICE
STEVEN W. BARRETT - APPRAISAL ON REAL ESTATE
REGISTER OF WILLS - SHORT CERTIFICATE
CLOSING COSTS ON SALE OF REAL ESTATE
ROWE'S AUCTION SERVICE - SALE OF REAL ESTATE
RECORDER OF DEEDS - RECORD DEED
ROWE'S AUCTION SERVICE - PUBLIC AUCTION
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0551
AMOUNT
1,575.00
8,225.00
8,975.00
303.00
350.00
50.00
75.00
158.62
325.00
4.00
3,594.97
6,951.27
39.50
3,917.02
34 543.38
REV-1512 EX + (6-98)
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALDERDICE
FILE NUMBER
21 07
WILLIAM
H.
Include unreimbursed medical expenses.
0551
ITEM
NUMBER DESCRIPTION
1. COMMERCE BANK - PAYOFF OF FIRST MORTGAGE LOAN
SETTLEMENT SHEET ATTACHED
2. COMMERCE BANK - PAYOFF OF SECOND MORTGAGE LOAN
SETTLEMENT SHEET ATTACHED
3. COMMERCE BANK - LOAN PAYMENTS ON FIRST AND SECOND MORTGAGE
4. PP&L - ELECTRIC
5. ADT SECURITY SERVICES - UTILITY
6. COMCAST - CABLE
7. CAVALRY PORTFOLIO SERVICES - TELEPHONE
8. ECM INSURANCE GROUP - HOMEOWNER'S INSURANCE
9. INTERSTATE WASTE - TRASH
10. U.S. DEPARTMENT OF LABOR - REIMBURSEMENT OF MONTHLY BENEFIT
11. HOME INSTEAD SENIOR CARE - MEDICAL
VALUE AT DATE
OF DEATH
14,319.62
8,298.15
1,793.59
245.79
142.28
277.52
142.38
269.50
65.84
645.91
923.58
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
27124.16
,.,,-""""w
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
AI WilliAM H ?1 07 Ofifi 1
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. PATRICIA MILLER Collateral 118,938.01
14 BALDWICK ROAD 1/4TH REMAINDER
PITTSBURGH, PA 15205
2. REGINA MARIE QUICKER Collateral
552 WILBURTON DRIVE 1/4TH REMAINDER
DEL TONA, FL 32738
3. MARK CASTIGLIONE Collateral
192 GRASMERE STREET 1/4TH REMAINDER
PITTSBURGH, PA 15205
4. IRIS A. DZADONY Collateral
56 CORAOPOLlS ROAD 1/4TH REMAINDER
CORAOPOLlS, PA 15108
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
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)
LAW OFFICES A. Settlement Statement
u.s. Department of Housing and Urban Development
IRWIN & McKNIGHT OMB No. 2502-0265 (excires 11130/2009\
B. TYPE OF LOAN
1. DFHA 2, DFmHA 3. DConv, Unins.
WEST POMFRET PROFESSIONAL BUILDING 4. OVA 5. nConv.lns.
60 WEST POMFRET STREET 6. FILE NUMBER 17, LOAN NUMBER
CARLISLE, PENNSYLVANIA 17013-3222 HECKENDORNG9-07
(717) 249-2353 8. MORTGAGE INSURANCE CASE NUMBER
C. Note: ~:~:~":r1c~!rp~:,:~p~::: I.kt' ::~a~~~~1~:I~~t ~~n~~:~o:,~~':'f:~~f:=tlo~ :uQrp~~.. :n-:.-:~6~ :c';~~:~.I~~~:;;tal', \ TitleExpress Settlement System
:;~,R.::o~: ~~ I~d:: ~~~~'~n';;'':~:': ~:~r:': :~~;~:~dU~~.~'o~~ ~h~~::~~o~~~ '~,::~~o~'l.n.1tIfl upon Printed 10/03/2007 at 10:10 JMR
D. NAME OF BORROWER: GLENN E. HECKENDORN and DIANE L. HECKENDORN
ADDRESS: 103 MCALLISTER CHURCH ROAD CARLISLE PA 17015
E, NAME OF SELLER: WILLIAM H. ALDERDICE
ADDRESS:
F. NAME OF LENDER: AMTRUST BANK
ADDRESS:
G. PROPERTY ADDRESS: 2131 NEWVILLE ROAD, Carlisle, PA 17015
West Pennsboro TownshlD
H. SETTLEMENT AGENT: I&M REAL ESTATE SERVICES, LLC, Telephone: 717.249-2353 Fax: 717-249.6354
PLACE OF SETTLEMENT: West Pomfret Professional BldD 60 West Pomfret Street Carlisle. PA 17013
I. SETTLEMENT DATE: 10/03/2007
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 mice 145000.00 401. Contract sales nrice 145000.00
102. Personal Pron<>rtv 402. Personal Pronertv
103. Settlement charoes to borrower {line 14001 6 204.52 403.
104. 404.
105. 405.
Adiustments for items caid bv seller in advance Ad'ustments for items caid bv seller in advance
107. County taxes 1 0/03/07 to 12/31/07 79.89 407. County taxes 1 0/03/07 to 12/31/07 79.89
108. School Tax 10/03107 to 06/30/08 1 276.05 408, School Tax 10/03/07 to 06/30/08 1 276.05
109, 409.
110, 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 152 560.46 420. GROSS AMOUNT DUE TO SELLER 146355.94
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Decosit or eamest money 14500.00 501. Excess Denosit (see instructions\ 14500.00
202. PrinciDal amount of new loans 116.000.00 502. Settlement charnes to seller (line 1400\ 3 594.97
203. Existino loan(s1 taken subiect to 503. Exislino loanls\taken sub'eeI to
204. 504. Payoff of First Mortn""e Loan 14319.62
COMMERCE BANKlHARRISBURG N.A.
205. 505. Payoff of Second Mortoaoe Loan 8298.15
COMMERCE BANK/HARRISBURG N.A.
206, 506.
207. 507.
208. 508.
209. 509,
Adiustments for Items unDaid bY seller Adiustments for items unDaid bv seller
213. 513.
214, 514.
215. 515.
216. '. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 130.500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 40712.74
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120\ 152 560.46 601. Gross amount due to seller IIine 420\ 146 355.94
302. Less amounts naid bvlfor borrower lIine 2201 130 500.00 602. Less reduction amount due seller lIine 5201 40 712.74
303. CASH FROM BORROWER 22 060.46 603. CASH TO SELLER 105 643.20
-'r
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number. HECKENDORNG9-07 PAGE 2
S P' ed 10/03/2007 10 10 JMR
TitleExoress Settlement :ivstem nnt at
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. 'TOTAL SALES/BROKER'S COMMISSION based on Drice $145.000.00 = BORROWER'S SELLER'S
Division of commission iline 70m as foilews: FUNDS AT FUNDS AT
701. $ to SETTLEMENT SEVTLEMENT
702. $ to
703. Commission naid at Settlement
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orioination Fee %
802. Loan Discount %
803. Aooraisal Fee
804. Credit Reoort
805. Aoolication Fee to HOMESALE MORTGAGE SERVICES 400.00
806. Loan Set Un Fee to AMTRUST BANK LR 375.00
807. Administrative Fee to AMTRUST BANK LR 125.00
808. Flood Cert to HOMESALE MORTGAGE SERVICES 21.50
809. YSP to HOMESALE MORTGAGE S25.52 POC bv Lender
810. Processino Fee to HOMESALE MORTGAGE SERVICES 150.00
811. BrokerFee to HOMESALE MORTGAGE SERVICES 1 740.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 10/03/2007 to 11/01/2007 /li)$ 20.6600 /dav 29 Days LR 599.14
902. Mortnaoe insurance Premium for to
903. Hazard Insurance Premium for 1 YR to ALLSTATE INSURANCE - IP.O.CJ 250.67 Buver
904.
905.
1 000: RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo.l!l\~ 20.89 /mo
1002. Mortoaoe Insurance mo./li)$ /mo
1003. Citv PronArty Tax mo~~ $ /mo
1004. County PronP.rty Tax mo.l!l\~ 27.00 /mo
1005. School Tax mo.liil$ 143.09 /mo
1009. AnnrAllate Analysis Adiustment 0.00 0.00
1100. mLE CHARGES
1101. Settlement or closino fee
1102. Abstract or title search
1103. Tille examination
110Ctitle insurance binder
1105. Document Preoaration
1106. NotaN Fees 30.00
1107. Attomey's fees
/includes above items No: \
1108. Title Insurance to STGC/I&MREAL ESTATE 975.38
/includes above items No: )
1109. Lende(s Policy 116000.00 -
1110. Owne(s Policv 145000.00 - 975.38
1111. End 100 End 300 End 900 to STGC/I&MREAL ESTATE 150.00
1112.
1113,..closinnSvcLtr to STGC/I&MREAL ESTATE 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordino Fees Deed $ 38.50 . Mortoaoe $ 66.50 . Release $ 105.00
1202. City/County tax/stamns Deed ~1 450.00 . Mortn""e $ 1 450.00
1203. State Taxlstamrn< Deed $1.450.00 . Mortn""e ~ 1 450.00
1204. Satisfaction Piece to Recorder of Deeds 54.00
1205.
1300. ADDITIONAL SETTLEMENT CHARGES .
1301. Survey
1302. PestlnsnAction
1303. 2007 Co Two Taxes to DEBORAH W. PIPER TAX COLLECTOR 356.42
1304 ,.2007-08 SCHOOL TAXES to DEBORAH W. PIPER TAX COLLECTOR 1 717.05
1305. OVERNIGHT AND E MAIL to I&M REAL ESTATE SERVICES LLC 48.50 17.50
1306.
1307.
1308. ."
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section K\ 6,204.52 3.594.97
HUD CERTlFICAl10N OF BUYER AND SELLER
'~~. &fulty rwIewed~UD' So . nt S-...nt and 10 tho boot 01 my knowlodgo and bollof.lla a tNo and accu_ O"';!eof all.... celpta and d burs.ments fMd. on my account or b
I ':. , I ....- a copy 01 tho HUD.U_nt _omom: C OJ
. "- {/1.U... . .Kef
liLI:t.N t:. HI:l,;JU:NUUKN
.:.~
WILLIAM H. ALDERDICE
y.
'1.cL
~~~":...~:.,,:~=~======:'1IlII1II"1ICIIo
WARNING: IT 18 ACT KNOWINGLY MAKE FALSE BTATI!IIENTB TO THE
UNITI!D BTATI!I ON AJf'( _LM POll... PENAL 111!8 UPON COIMCTION
CNlIIICWDl! A F1~ _8ONIII!HT. FOIl DlTAlLBIH 'l1TL! 11:
U.s. CDll! SlCl1DN 1001 NlD &eCllON 1010.
~->~ Io/J/O
By:
May 31,2007
Commerce
f1Bank
Irwin & McKnight
West Pomfret Professional Buliding
60 W Pomfret St
Carlisle PA 17013-3222
~~(S~aw~~
JUN
,_ 1
- J
;~007
RE: Estate of: William H Alderdice
Tax Identification Number: 204-30-0918
Date of Death: 5-1-07
lC;HT
Dear Sirs:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 537193435
Date Opened: 10-31-05
Primary Owner: William H Alderdice
Date of Death Balance: 22,965.87
Accrued Interest: .41
Principal Balance: 22,965.46
Please feel free to contact me at (717) 412-6125 if I may be of further assistance.
~;~ c? Q
Beverly Bunnell
Day2 Specialist/Deposit Services
Commerce Bank
Commerce Bank I Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
/
Rowe's Auction Service
2505 Ritner Highway
Carlisle, P A 17015
717-249-2677 249-1978 697-4794
To: Roger B. Irwin - Attorney
60 W. Pomfret St.
Carlisle, P A 17013
From: Rowe's Auction Service
2505 Ritner Highway
Carlisle, PA 17015
RE: William Alderdice Estate
Personal Property Auction
Auction # 1
Auction #2
Auction #3
Household items
Coins
Lawn & Garden
$5778.00
4037.50
1376.00
Total $11,191.50
Less 35% commission -3917.02
Net Auction proceeds $7274.48
Less Family Purchases of Medals -500.00
Subtotal $6774.48
Credit for non-salable coins (face value) 601.16
Total Due $7375.64
,~~~L
William G. Rowe
Hoffman-Roth Funeral Home & Crematory, Inc.
219 North Hanover Street
Carlisle, P A 17013
,..(717)243-4511
:"f
June 18, 2007
Irwin & McNight
60 West Pomfret Street
Carlisle, P A 17013
The Funeral Service for William H. Alderdice
15038-107
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
(A) OUR SERVICE:
CREMATION PACKAGE #5. . . . . . . .
FUNERAL HOME SERVICE CHARGES
$1490.00
$1490.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . .
$1490.00
Cash Advances
Certified Copies of Death Certificates.
Coroner Authorization Cremation Fee.
TOTAL CASH ADY ANCES AND SPECIAL CHARGES .
$60.00
$25.00
$85.00
Total
Total Cost.
$1575.00
History
06/18/2007 Irwin & McKight-Alderdice Estate.
$-1575.00
TOTAL AMOUNT DUE. . . .
$0.00
This statement is net and payable in full within 30 days of receipt.
------------------------......-.----......---.---------.-------.-.
Please return this portion with your Remittance
$
Amount Enclosed
Service 10 # 15038-107
~leli:UWi~
JUN 19 iOOi
IRWIN & McKNIGHT
William H. Alderdice
, .
/
Rowe's Auction Service
2505 Ritner Highway
Carlisle, P A 17015
717-249-677 249-1978 697-4794
To: Roger B. Irwin - Attorney
60 W. Pomfret St.
Carlisle, P A 17013
From: Rowe's Auction Service
2505 Ritner Highway
Carlisle, PA 17015
RE: William Alderdice Estate
Real Estate Invoice
Sales Price $145,000.00
Less 4% commission -5800.00
... Advertising 606.27
Tree Removal 125.00
Trash Removal 240.00
Yard Work (3 mowings, Trimming) 180.00
Total Due $6951.27
*Carlisle Sentinel $155.42
News Chronicle 168.75
The Guide 282.10
Total advertising $606.27
L> '. ~ AoL
William G. Rowe