HomeMy WebLinkAbout12-04-07 (2)
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:LSOSbO..:L:L..7
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
OFFICIAL USE ONLY
County Code Year
File Number
.
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
0818
Date of Birth
198304220
09082006
08081939
Decedent's Last Name
Suffix
Decedent's First Name
MI
Ml:XELL
NANCY
L
(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 0 2. Supplemental Retum 0 3. Remainder Retum (date of death
prior to 12-13-82)
0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
[K] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received 0 10 Spousal povert~ Credit (date of death 0 11.Election to tax under Sec. 9113(A)
. between 12-31- 1 and 1-1-95) (Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
RICHARD L WEBBER, JR. ESQUIRE 7175327388
.......,
Firm Name (If Applicable)
WEIGLE & ASSOCIATES,
P . C .
( (:;:'.:JI
REGISTER gF ~LLS US'F~NL Y
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First line of address
126 EAST KING STREET
+
Second line of address
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DAle FILED C)
City or Post Office
State
ZIP Code
17257
.. ;"-'/'
SHIPPENSBURG
PA
Correspondent's e-mail address:weigleattywebber@earthlink.net
Michael L. Mixell
),'
1345 Asper Drive, Boiling Springs, PA 17007
SIGNATURE OF PREPARER OTHER THAN REPRE ATIVE
. ~ I Richard L Webber, Jr. Esquire
DATE
c; 1,j,6/ (-, '7
126 East King Street, Shippensburg, PA 17257
Side 1
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:LSOSbO..:L:L..7
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150560...21...8
REV-1500 EX
Decedent's Name: Nancy L. M ixell
Decedent's Social Security Number
198304220
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.
H. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
~r. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
B. Total Gross Assets (total Lines 1-7)....................................................................... 8.
H. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9.
1 D. 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.
12,. 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).................................................
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 ~ 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .045 2 2 , 0 8 3 . 3 4
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 00
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0
14.
15.
16.
17.
18.
19. Tax Due..................................................................................................................... 19.
20.. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
150560...21...8
2,987.02
63,104.70
66,091.72
2,825.80
41,182.58
44,008.38
22,083.34
22,083.34
0.00
993.75
0.00
0.00
993.75
o
150560...2148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-06-0818
DECEDENT'S NAME
Nancy L. Mixell
STREET ADDRESS
6 James Drive, Newville, PA 17241
C/TY I STATE IZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A.. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
993.75
825.00
43.42
Total Credits (A + 8 + C)
(2)
868.42
3. Interest/Penalty if applicable
D. Interest
E. Penalty
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5) 125.33
(SA)
(58) 125.33
Tota/lnterest/Penalty (0 + 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.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
~
~
~
~
~
~
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.
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....... ............... ................. ......................... ...................... ... .............................
Yes
D
D
D
D
D
D
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; ..................................................................................
b. retain the right to designate who shall use the property transferred or its income; ....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care? ..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............................... ............ ........................ ....................................................
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. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disdosure 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. 99116 (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. 99116 1.2) [72 P.S. 99116 (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. 99116 (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-150B EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mixell, Nancy L.
FILE NUMBER
21-06-0818
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER. DESCRIPTION
1 Farmers National Bank - Checking Account #176362
VALUE AT DATE
OF DEATH
2.586.49
Accrued interest on Item 1 through date of death
0.53
2
1987 Buick Century Sedan - VIN 1G4AH51R9HT468029
400.00
TOTAL (Also enter on Line 5, Recapitulation)
2.987.02
(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 E (Rev. 6-98)
Rev-1509 EX- (6-98) ..
COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
Mixell, Nancy L.
FilE NUMBER
21-06-0818
ESTATE OF
If an asset was made joint within one year of the decedenfs date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Steven A Mixell
ADDRESS
RELATIONSHIP TO DECEDENT
Son
8 James Drive
Newville, PA 17241
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 DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 3/2/2001 Real Estate - Together with 126.209.40 50.000% 63.104.70
improvements thereon, situate in North
Newton Township, Cumberland County,
Pennsylvania (Tax Assessment value of
$110,710.00 multiplied by Cumberland
County Common level ratio 1.14)
TOTAL (Also enter on line 6, Recapitulation) 63.104.70
(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'>(12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mixell, Nancy L.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0818
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 491.70
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s} Commission paid
2. Attorney's Fees Weigle & Associates, P.C. 2,000.00
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. Other Administrative Costs 334.10
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 2,825.80
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
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mixell, Nancy L.
IFILE NUMBER
21-06-0818
ESTATE OF
ITEM
NUMBER DESCRIPTION
AMOUNT
1 Auer Memorial Home & Cremation Services, Inc.
390.20
2 Auer Memorial Home & Cremation Services, Inc.
101.50
Subtotal
491.70
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAL 1l-i OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mixell, Nancy L.
FILE NUMBER
21-06-0818
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills - Probate Fee
177.00
2
Cumberland County Register of Wills - Filing fee for inheritance tax return
15.00
3
Cumberland Law Journal - Legal Advertisement
75.00
4
Valley Times-Star - Legal Advertisement
67.10
Subtotal
334.10
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Mixell, Nancy L.
FILE NUMBER
21-06-0818
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 American Health RX
VALUE AT DATE
OF DEATH
4.66
2 Blue Mountain Anesthesia
14.14
3 Carlisle Regional Medical Center
8.31
4 Carlisle Regional Medical Center
62.36
5 Carlisle Regional Medical Center
217 .98
6 Carlisle Regional Medical Center
8.32
7 Cumberland Pathology
81.81
8 Farmers National Bank #8748438 - Loan One-Half of balance
665.31
9 Pharmacy Bill
17.92
10 USDA Rural Development - 1/2 of Mortgage balance
40.101.77
TOTAL (Also enter on Line 10, Recapitulation)
41,182.58
(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+ (9..110)
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Mixell, Nancy L.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [indude outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-06-0818
RELATIONSHIP TO
DECEDENT
Do Not List Trusteelsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Steven A. Mixell
8 James Drive
Newville, P A 17241
Son
One Hundred
Percent
22,083.34
Total 22,083.34
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
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)
LAST WILL AND TESTAMENT
I, NANCY L. MlXELL, presently residing at 6 James Drive, North Newton Township,
Cumberland County, Newville, Pennsylvania 17241, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will and Testament, hereby
revoking and making void all Wills by me at any time heretofore made.
FIRST: PAYMENT OF EXPENSES - I order and direct the payment of all my
legally enforceable debts and funeral expenses as soon as may be convenient after my decease.
SECOND: RESIDUE OF ESTATE - I give, devise and bequeath all my estate, real,
personal and missed, whatsoever and wheresoever situate, to my son, STEVEN A. MIXELL.
THIRD: CONTINGENT BENEFICIARY - In the event that the said STEVEN A.
MIXELL should predecease me or is not living on the 60th day following my death, I then
distribute all of my estate to my son, MICHAEL L. MIXELL.
FOURTH: PERSONAL REPRESENTATIVE - I nominate, constitute and appoint
my son, MICHAEL L. MIXELL, to be the Executor of this my Last Will and Testament. In the
event that he be unable to fulfill the duties of Executor, I then nominate, constitute and appoint my
son, STEVEN A. MIXELL as Executor of this my Last Will and Testament.
FIFTH: WAIVER OF BOND - I direct that my personal representative(s),
Guardians, and Trustees shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
SIXTH: COMPENSATION OF FIDUCIARIES - My Executor shall be entitled
to reasonable compensation for his services rendered from time to time and reimbursement of out-
of-pocket expenses.
SEVENTH: TAXES - I hereby direct that all federal, state and other death taxes payable
because of my death, with respect to the property forming my gross estate for tax purposes,
whether or not passing under this Will, including any interest or penalty imposed in connection
with such taxes, shall be considered a part of the expense of administration of my estate and that
such be paid out of the rest and residue of my estate.
WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
IN WITNESS WHEREOF, I, NANCY L. MIXELL, have hereunto set my hand and seal
to this my Last Will and Testament, writte~ on two (2) page, the first pages signed for
identification only, this { t L, day of~, ie.,"" b., /- , 2006.
~ . :1:~M
NANCY'i: MIXEL .
(SEAL)
This instrument was by the Testatrix, on the date hereof, signed, published and declared by
NANCY L. MIXELL to be her Last Will and Testament, in our presence, who at her request and
in the presence of each other, we believing her to be of sound and disposing mind and memory,
have hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA
lw., ~ It rY10 ,@
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SS
COUNTY OF CUMBERLAND
I, NANCY L. MIXELL, the person whose name is signed to the foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
'~ :f ~ \Qf!
NANCY ~IXEL~
Sworn or affirmed to and acknowledged before
m~ byNtNCY L. MIXE~L, the Testatrix,
thIS b r day of -;;;/1 tr..-J,r /- , 2006.
- r
NJ~,vJ~ ?
Notary Public
NOTARIAL SEAL
RICHARD L. WEBBER JR., NOTARY PUBLIC
SHIPPENSBURG BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JULY 15, 2010
WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
'5'I.~""'~"~,"",,_"l'...,.,.."c._,,=<-.C"-
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
6{'1//1' I -; J/1 )",,(''11
We,
and
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/
the witnesses whose names are signed to the foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw NANCY L. MIXELL, the Testatrix, sign
and execute the instrument as her Last Will; that she signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the
Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no
constraint or undue influence.
.h,~& 10 mrSW
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Sworn or affirmed to and subscribed before me
by
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1'',,1'" VI..... ')
J.
;1t ;~X- (C., I (
and ("1/"--:)' '( f!-_'~~,:; /6v'Vtk.,\
witnesses, this (/ [ day of' ~6~f6 A~6: ...-;" 2006.
- . ,
-7i~ ~/(r ~ ~ A
Notary Public --
NOTARIAL SEAL
RICHARD L. WEBBER JR., NOTARY PUBLIC
SHIPPENSBURG BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JULY 15, 2010
WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
~ FARMERS NATIONAL BANK
OF NEWVILLE A Division of Adams COlmty Natiollal Balik
September 7, 2006
Richard L. Webber Jr., Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
RE: Estate of Nancy L. Mixell, Deceased
Dear Mr. Webber:
Mrs. Mixell had a checking account in her name alone which was
opened October 9, 1996 with a date of death balance of $2,586.49 plus
.53<<;: accrued interest. The account number is 176362.
There is also a loan in the names of Steven A. Mixell and Nancy
L. Mixell with a current balance of $1,327.25 plus $3.37 accrued interest.
This account number is 8748438.
Sine ely yones, ~
E ~~V' P"d
xecut1ve 1ce reS1 ent
PO. Box 156, Newville,PA 17241 . (717) 776-5312
T'axDB Result Details
Page 1 of 1
Detailed Results for Parcel 30-19-1683-053. in the 2004 Tax Assessment Database
DistrictN 0 30
Parcel ill 30-19-1683-053.
MapSuffix
HouseNo 6
Direction
Street JAMES DRIVE
Owner! MIXELL, STEVEN A & NANCY L
_.-
C/O
PropType R
PropDesc
LivArea 1320
CurLandVal 22000
CurlmpVal 88710
CurTotVal 110710
CurPrefVal
Acreage .44
CIGrnStat
TaxEx 1
SaleAmt 98800
SaleMo 03
SaleDa 05
SaleCe 20
SaleYr 01
DeedBkPage 00240-00490
YearBlt 2000
HF' File Date 10/2812004
HF _Approval_Status A
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Parcel No. .30-IQ- 1693- tJ5d
f{ E C 0 q) ::::;: C>;: DEe D S
GUM BERLA1~ D COUNTY - PA
'01 rJRR 5 PrI 5fllJIS DEED
Made the c2 III
day of 1i}cucA.-
, 2001.
Between Susquehanna Housing Opportunities Corporation, a
Pennsylvania Nonprofit Corporation, its principal office located at 18-22 South 3rd
Street, Suite 502, Harrisburg, Pennsylvania ("Grantor"),
AND
Steven A. Mixell and Nancy L. Mixell, as Joint Tenants with
Right of Survivorship and Not as Tenants in Common, Newville,
Pennsylvania ("Grantees");
WITNESS, that in consideration of the sum of Ninety.Eight Thousand
Eight Hundred Dollars ($98,800.00) in hand paid, the receipt whereof is
hereby acknowledged, and intending to be legally bound hereby, the Grantor does grant
and convey to the Grantees,
ALL THAT CERTAIN piece, parcel, and lot of land situate in the Township of
North Newton, County of Cumberland, Commonwealth of Pennsylvania, being shown
and designated as Lot 21 on a plan entitled "North Newton Hills I Parcel B" by Act One
Consultants, Inc., plan dated November 25, 1992 and last revised May 15, 1993.
Said parcel being more fully described as follows:
BEGINNING at an iron pin found on the eastern right-oE-way line of James Drive
at the corner of Lots 20 and 21 as shown on the above captioned plan; thence along Lot
20, North 88 degrees 39 minutes 58 seconds East, a distance of 129.17 feet to an iron
pin found along lands now or formerly of Greg R. Shade and Mary H. Shade as
described in Deed Book 30-S, Page 404; thence along said lands, South 24 degrees 45
minutes 00 seconds East, a distance of 147.95 feet to an iron pin found at corner of Lot
24 on said plan; thence along Lot 24, South 66 degrees 30 minutes 5] seconds West,
a distance of 27.12 feet to an iron pin found at the corner of Lot 22 and Lot 24 on said
plan; thence along Lot 22, North 72 degrees 28 minutes 11 seconds West, a distance of
189.22 feet to an iron pin found along the eastern right-of-way line of James Drive,
thence along said right-of-way, North 17 degrees 31 minutes 49 seconds East, a distance
of 12.75 feet to an iron pin set along said right-of-way; thence, continuing along said
James Drive, along a curve to the left having a radius of 225.00 feet, a delta angle of 18
degrees 51 minutes 51 seconds, an arc length of 74.08 feet, and a chord bearing and
distance of North 08 degrees 05 minutes 49 seconds East, 73.75 feet to an iron pin
found at Lot 20, the PLACE OF BEGINNING.
" .. 240,~tt 490
CONTAINING 19,297 square feet, more or less.
UNDER AND SUBJECT to all other restrictions, reservations, setback lines and
rights-oE-way of record.
BEING subject, nevertheless to an absolute restriction that the Propeny be used
strictly for owner occupied residential use until March 2, 2026.
BEING PART OF THE SAME PREMISES WHICH the Housing Authority of
the County of Cumberland, by deed dated May 16,2000 and recorded May 24,2000
in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in
Deed Book 221, Page 957, granted and conveyed unto Susquehanna Housing
Opportunities Corporation, Grantor herein.
AND the Grantor will warrant specially the property hereby conveyed.
IN WITNESS WHEREOF, the Grantor has hereunto set its hand and seal the
day and year first above written.
Witness as to:
SUSQUEHANNA HOUSING
OPpORTUNmE~{ORATION
By: ~q\7/. (SEAL)
Gary Ritter
Chairman of the Board
~..~~
~~.. . ---
'-
-----
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CU'1.6!.C? LA tJ.D
On this, the~ day of ~ef- ,2001, before me, the undersigned
officer, personally appeared Gary Ritter, who acknowledged himself to be Chairman
of the Board of Susquehanna Housing Opportunities Corporation, and that he, as
such officer being authorized to do so, executed the foregoing instrument for the
purposes therein contained by signing the name of the corporation by himself as such
officer.
; S5
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
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;~:'~!l::;~.~~.. Notary ~li~ .
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Notarial Seal
Terry E. WaIlC8l'. NotarY Public
South MIcIdIe\On TwP.. Cumbe/l8ndCounty
My Comm\SS1on Expires MaX. 31. 2003
~~an~ratlonotNotaJ'ieS
I HEREBY CERTIFY, that the precise residence (address) of the Grantee is:
b
J t...,.r
Or -- \.--c-
,;Vf-lr-\,-.llf ) 111- ) 7)41
qJ/L~4=4
Agent or attorney for Grantee
COMMONW~. THOFPENN5YLVANIA ;
, \ : 55
COUNTY OF j" ld{>(\' I':j.c,j :
Recorded on this 5" day of l'r)Ct~ , 2001, in the Recorder's
Office of the said County in Deed Book ~ , Page <{9D
Given und;J.fl~ hand an~e~e~l of the said Office, the date above written.
../f~~4? /~ ?;:/<--
Recorder of Deeds
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*K9000797001*
USDA
Rural Development
Centralized Servicing Center
MONTHLY BILLING STATEMENT
Statement Date: 09/18/2006
THIS STATEMENT SHOWS YOUR PAYMENT STATUS AND SHOULD NOT BE CONSIDERED AS A PAYOFF QUOTE. TO MAKE AN INQUIRY REGARDING
YOUR ACCOUNT SEE THE INFORMATION ON THE REVERSE SIDE. USE THE DETACHABLE COUPON TO MAKE YOUR NEXT PAYMENT.
NANCY L MIXELL
STEVEN A MIXELL
6 JAMES DRIVE
NEWVILLE
Payment Due:
$
604.02
Payment Due Date: 10/02/2006
PA 17241
Account Number(s): 17652819
KEEP THIS PORTION OF THE BILLING STATEMENT FOR YOUR RECORDS
*AFTER 10/17/2006 A LATE CHARGE WILL BE ADDED TO YOUR ACCOUNT FOR A TOTAL OF $ 619.67
Special Messages:
In an effort to better serve you by ensuring our records are accurate, we are verifying Social Security Numbers (SSNs) for all borrowers.
Please review the SSN for the primary borrower listed below. If the SSN is incorrect, mark an "X" in the box below on the right and
make the correction on the back. Then retum the coupon with your payment.
Para sevirle mejor, estamos verificando que los numero~ de Seguro ~ocial (SSN) de nuestros prestatarios estan correctos en nuestros
archivos. Por favor revise el siguiente SSN del prestatano premlso. 81 encuentra un error, marque una "X" en el cuadro que aparece
abajo en la esquina derecha y marque la informaci6n correcta atras del cup6n. Desprenda el cup6n y envielo adjunto con su pago
mensual.
PRINCIPAL
BALANCE
80,203.55 $
ESCROW
BALANCE
131. 61 $
Borrower SSNI Prestatario SS No - 198304220
INTEREST UNAPPLIED FEE
PAID YTD BALANCE ** BALANCE
LATE CHARGE
BALANCE
$
3,694.31 $
0.00 $
0.00 $
0.00
** UNAPPLIED BALANCE is nr>t rAfIA<>t..r\ in thA NFXT PAYMFNT m JI:: AMOIINT
f'
.'
'. .
:571~'
II l'
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/.
n :~;, '~_. : '_~~,~ ~ C;;_~~?~
.. ..... VI ,I - D;:,
l~ U M 2 t R LA ~ i [} CO U NT Y - P A
'01 ffiRR 5 pm
" It' 3 1[)
Fonn RD 355().14 P
(11-96
~/!tf;Ne 1Hs LnFcr AmdrgOG
Fonn Approve
OMB No. 057>017
United States Oepartment of Agriculture
Rural Housing Service
M 0 R T GAG E FOR PEN N S Y L V A N IA
~~~~~~;E (-~:~y ~~st~r:~n ~s ~'c;g~~ ~~ ~~ 2g~lw~n A Mi Xp 11, (Om
--l:)gJ- -- - ,-Borrower-).
This Security Instrument is given to the United Stat~s of America acting through the Rural Housing Service or successor
agency, United States Department of Agriculture (-lende'-), whose ilddress is Rural Housing Service clo Centralized
Servicing Center. United States Oepartment of Agriculture, P.O. Box 66889. St. Louis, Missouri 63166.
Borrower Is Indebted to Lender under tile foRowlng promissory notes and/or assumption agreements (herein collectively
called -Note-) which have been executed or assumed by Borrower and which provide for monthly payments. with the full
debt, if not paid earlier. due and payable on the maturity date:
Date of Instrument
Prlncical Amount
~aturlty Date
March 2 2034
his ecurity Instrument secures to Len aT: (a) the repayment of t e ebt eVIdenced by the Note, w' interest, and al
renewals, extensions and modifications of the Note; (b) the payment af all other sums. with Interest, advanced under
paragraph 7 to protect the property covered by this Security Instrument; (c) the performance of Borrower's covenants and
agreements under this Security Instrument and the 'Note, and Cd} the recapture of any payment assistance and subsidy which
may be granted to the Borrower by the Lender pursuant to 42 U.S.C, SS 1472(9) or 14908. For this purpose. Borrower does
hereby mortgage, grant and convey to Lender the following described property 10Citted in the County of CUmberland
Commonwealth of Pennsylvania:
attahced Exhibit "A"
which has the address of
6 James Drive
Newville
{Cty
, 1.7241
("Property Address");
Pennsylva'nia
'.
- TOGETHER WITH all the improvements now or hereafter erected on the property, and all easements,
appurtenances, and fixtures which now or hereafter are a part of tne property. All replacements and additions shall also
be covered by this Security Instrument All of the foregoing is referred to in this Security Instrument as the "Property,"
BORROWER COVENANTS that Borrower is lawfully seized of the estate hereby conveyed and has the right to
grant and convey the Property and that the Property is unencumbered. except for encumbrances of record, Borrower
warrants and will defend generally the title to the Property against all claims and demands. subject to any encumbrances
of record.
.
Public reporting burden far thIS collectIon of information IS estimated to average 15 rnnutes per response, Indudtng the tme for revlewlng
instruction, searching existing data $OUrces, gathering and maintaining the data needed. and c:ompleting and reviewing the collection of
information. Send corrments regarding this burden estimate or any other aspect at this collection of information, including suggestiOl\$ for
reducing thiS burden. to the U S Department of AgricultLn, Clearance Officer. STOP-7602. 1400 Independence Ave., SWWashington, 0 C
20250- 7602, Please 00 NOT RETURN this form to this address. FOlWlI.rd to the local USDA Clft\c:e only, You are not required to respond to
this collection of informItion unless It displays a aurentIy ~id OMS ~QK 1676 rACE :;05 Page I of 6
'11/22/2000 16:15 7172130197
SUSQUEHAI'i'IA HOUSING
'-
PAGE 07
Nov-22-0D 03:29P D.WL~d Engineering Ioc
71'7 782 esgq ~
P..07
DESaUPl10flif 0'
loOT ~1- NOR'l'H 1U"WTON IID..I JIll
AU. TIL1.T CbnA'm ~ ~ ad lot otJa ~ i!!. tlIe T~ <<"N0f1h
N"~ Couey of ~ Commctt~ of Jl'tu.~~ __ mo. tt1d
deii~ ,IS M 21 ". . pile eQdI1o! "Nodh Ne'BI'tOe .. I JIBed B" By M Ot.!e
CQNUttautB,.I~.. p1aD dat=S N~ JSlP 1m _1Bst~ May lS~ 1993.
~ pra~ ~=o:c:mDy~ufuhwa:
B=GlNNJ,NG at. at iron pn ii:r.:nd ~ the ~ rlabt-.of-~ .... or Jc.s Oriv.a at
tb= /,tOP... m'1ot20 _ 21 M ~ on tho ~ DlpOOm:d"'"
~ ::1cDS JIl4 'lot ow, Nonh " 4.Iqp~ '9 l~ sa ~. ~ .. .. ,"- of
129.11 fi:d 10 :: imR pia tbund akmg t:hc ,... now or r~ ofQr.e(f ll. _ Mary H.
Shtdeu dl!scrlbaI in n.d Book JO..S Pase 404;
~ ~ ~ Imcb. South 24 ~ 45 ~ 00 ~ Ea5C, a ~ of
147.95 te6 ~ aD u.:m pia tftnnd attblt cMW oflot 24 ~ said p.;
Thence .taog said Jut. 24,. SQuth 66 ~ 10 miniMs 51 ~ WesI" a dillt8Jlee ut'
27.12 k to -' ~ ... tbuDd _ the 4'OJDer of~ 12 amd 24 Of said p&8B;
Theaee,,1ot ~ North 11. ~ 2S --*=- II ~ W~. __:lt~of J89.22
fee( to a ifva pi!! (0Uf!d aloaa tho eastern ri,sbt..of-way - orJ.-allJMt .
~ aloo8 _ right-af.-.y, North 11 ~:ll ~ 49 secowbEas!:. adtonoe
of 12 7i... in *' imn Po _.-Jaid riIia*~
1'bIJI.Jcey ~ .. ... ~ Drive. ~ . QJtYe 10 u..: Wl ha~ . radiUc of
22S,OO ~ .. dIIIta I/U.tf9o of Iii ~ 4il miD.rla Sl second... ....-0 ~ 0174.0;
ftd. 1M . ~ beiria&.... ~ ot"Nmth os. ..~ OS ~ 49 ~ &at.
7J.1~ li.:d to :jlt1 itoa pin fbm'Jd allot 1~
~ PUCE OF'BXGlNNJNG.
CONT~mING: 1'9,.291liqlWCl ftod. more or b.
~~~ tod ~and~!J ofreoora
.BOOK1670PAGE .,'11