HomeMy WebLinkAbout12-05-07
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15056041125
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes . . INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
2 0 7
J I Or
Date of Birth
167269726
091 8 2 0 0 7
12101932
F A Z I 0
MARY
MI
E
Decedent's Last Name
Suffix
Decedent's First Name
(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
IZI 1 . Original Return
o 4. Limited Estate
o
o
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
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 0 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 Numb~
n = .'J
7 1 7 c:;:; b 4 3 ~ 3 1: :~.tl
:: ::C'J 0 '.. i .~ :-5
REGlSTE~f'WILLS~ ONL.Y" .-'~
.' ",-.".r- I, )
.":: rn ( j ~l
~~~.) ;~ U1 l_
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
8. Total Number of Safe Deposit Boxes
I
v 0
V.
o T T 0
I
I
ESQUIRE
Firm Name (If Applicable)
MARTSON
LAW
OFFICES
o
E A S T
H I
G H
STREET
~;3~
"pj:iJ
.0---1
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-0
::x
c..v
First line of address
Second line of address
."") '( .-)
.~ ~:;
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City or Post Office
State
ZIP Code
DATE FILED
CARLI SLE
P A
17013
Correspondent's e-mail address:
Under penal' f pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, reet a complete. D laralion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT E PE SON P SI~LE FOR FILING RETURN
D~TE J
l.J.;f S flJ
CARLISLE
ADORES
10 EAST HIGH STREET
CARLISLE
PLEASE USE ORIGINAL FORM ONLY
PA 17013
Side 1
L
15056041125
15056041125
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15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: MARY E. FAZIO
RECAPITULATION
167269726
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.
8. Total Gross Assets (total Lines 1-7)
........................... 8.
6 5 o . 0 0
3 4 6 6 . 3 2
2 5 0 . 8 0
2 5 6 8 . 2
5 7 8 0 . 0 0
3 3 5 9 4 . 9 2
3 9 3 7 4 . 9 2
8 6 2 4 3 . 2 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous N,2!J;Probate Property
(Schedule G) U Separate Billing Requested. . . . . .. 7.
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.
86243.20
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)X.O _ 0 . 0 0 15. o . 0 0
16. Amount of Line 14 taxable
at lineal rate X .O~ 8 6 2 4 3 . 2 0 16. 3 8 8 o . 9 4
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17. o . 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18. o . 0 0
19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3 8 8 o . 9 4
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
o
Side 2
L
15056042126
15056042126
....J
REV-1S00 EX Page 3
Decedent's Complete Address:
File Number
21 07 00
DECEDENT'S NAME
MARY E. FAZIO
STREET ADDRESS
80 PARTRIDGE CIRCLE
CITY I STATE I ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,880.94
194.05
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
194.05
TotallnteresVPenalty (0 + E) (3)
4. If Une 2 is greater than Une 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
0.00
3,686.89
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
3,686.89
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 lXI
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 lXI
c. retain a reversionary interest; or ................................................................................................ 0 lXI
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 lXI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .;..................................................................................... 0 lXI
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 lXI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 0 lXI
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. 99116 (a) (1.1) (ill.
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 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. 99116(a)(l.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)(l)].
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)(l.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-1Sd8 EX + (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E. FAZIO
FILE NUMBER
21 07 00
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
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
400.00
1986 Ford Tempo
2.
Household goods and personal property
250.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
650.00
, REV-1509EX.".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
MARY E. FAZIO
FILE NUMBER
21 07 00
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Joseph R. Fazio
191 Pine Creek Drive
Carlisle, P A 17013
Son
B
c
JOINTL y-oWNED PROPERTY:
LElTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENrSINTERES
1. A. 9/17/06* Citizens Bank Acct #610351-659-9 6,932.63 50. 3,466.32
see attached explanation
TOTAL (Also enter on line 6, Recapitulation) $ 3 466.32
T
(If more space is needed, insert additional sheets of the same size)
Estate of Fazio, Mary Esther
SSN: 167-26-9726
Schedule F, Item 1, Explanation of "Date Made Joint":
Prior to September 18,2006, Citizens Bank Account No. 610351-659-9 was registered:
Mary Esther Fazio
Judi Rose Rech [her daughter]
Beginning with the March 14, 2007 statement for the above account, it was registered:
Mary Esther Fazio
Joseph R. Fazio [her son]
At all times within a year of death, Mary Esther Fazio only owned a 50% interest in the above
account.
F:\FILESIClients\12127 Fazio\I2 127. l.intx.f.exp
REV-1510 EX + (6-98)
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E. FAZIO
FILE NUMBER
21 07 00
This schedule must be completed and liled ilthe answer to any 01 questions 1 through 4 on the reverse side 01 the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER, ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLEI VALUE
1. Real property at 80 Partridge Circle, Carlisle, North Middleton 142,000.00 89.79 6,000.00 121,501.80
Township, Cumberland County, PA, being Parcel No.
29-15-1252-082 (copy of Deed attached) (see explanation attached)
TOTAL (Also enter on line 7 Recapitulation) $ 121501.80
(II more space is needed, insert additional sheets 01 the same size)
Estate of Fazio, Mary Esther
SSN: 167-26-9726
Schedule G, Item 1, Explanation of "Percentage of Decedent' s Interest":
When property was purchased on September 29,2006, in joint names, co-owners, Joseph and
Kelly Winters-Fazio invested certain funds in the property at settlement and at other times,
including mortgage payments. Those payments total the sum of$14,502, or a 10.21 % ownership
interest in said property.
Decedent's interest in the property is a gift to the co-owners, thus the exemption of $3,000 to
each.
F:\ALESIClients\12127 Fazio\12127. J .intx.g.exp
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E. FAZIO
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 07 00
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hollinger Funeral Home, Mt. Holly Springs, P A 1,543.00
2. Mt. Cannel Cemetery, burial expense 825.00
3. Minister, Church, etc. for Memorial Service 200.00
4. Monument 1,097.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Martson Law Offices (estimated) 2,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Register of Wills, filing fee, Inheritance Tax Return 15.00
8. Reserved for additional filing fees, recording fees, misc. administration expenses 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 5,780.00
(If more space is needed, insert additional sheets of the same size)
; REV-1512 EX + (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E. FAZIO
FILE NUMBER
21 07 00
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
33,291.85
1. Sovereign Bank, Mortgage Account #4527463128
2. North Middleton Authority, account payable for water/sewer service
79.90
3. PPL Utilities, account payable for electric service
30.60
4. Embarq, account payable for telephone service
24.68
5. Comcast, account payable for cable service
17.89
6. Martson Law Offices, account payable for estate planning
150.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
33.594.92
''''.''h'''.',*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY E FAZIO
SCHEDULE J
BENEFICIARIES
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 outritt spousal distributions, and transfers under
Sec. 9116 (a (1.2)]
1. Joseph R. Fazio Lineal 43,121.60
191 Pine Creek Drive
Carlisle, P A 17013
2. Kelly Winters-Fazio Lineal 43,121.60
191 Pine Creek Drive
Carlisle, PA 17013
Note: All funeral and administrative costs and debts of decedent
except Mortgage balance are being paid from the Citizen's Bank
Account, Sch. F, Item 1
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
I.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
FILE NUMBER
21 07 00
(If more space is needed, insert additional sheets of the same size)
!
Checking Account
Statement
1-888-910-4100
US259 BRB17
MARY ESTHER FAZIO
80 PARTRIDGE CIRCLE
CARLISLE PA 17013
B
1
o OF 3
6;~ePtember 15, ~
through October 12, 2007
Call Citizens' PhoneBank anytime fo r aeeollnt information,
current rates and answers to YOur questions.
Checking
Previous Balance
Checks
Withdrawals
Deposits & Additions
Interest Paid
Current Balance
~
3,069.07 -
39.20 -
37.30 +
.95 +
3,862.52 =
Balance
--
~
L MARY ESTHER FAZIO
JOSEPH R FAZIO
Personal Checking with Interest
610351-659-9
SUMMARY
Balance Calculation
Average Daily Balance
4,979.10
Interest
Current Interest Rate
Annual Percentage Yield Earned
Number of Days Interest Earned
[nterest Earned
Interest Paid this Year
.25%
.25%
28
.95
14.21
TRANSACTION DETAILS
Checks. There ;5 a break ;n check 5equence
Previous Biltilnce
Check #
1001
1002
1003
1004
6,932.54
Amount
1,543.00
200.00
79.90
24.68
Date
09/25
09/20
09128
09127
Check #
1005
1006
1008*
1009
Amount
348.00
825.00
30.60
17 .89
Date
09/28
09/25
10/01
10/02
Withdrawals
Other Withdrawals
o
Totilt Cihecks
3,069.07
Oat.
10/02
Amount Description
39.20 IJgi Utilities Util Pmt 100107 1007
Deposits & Additions
Date Amount
o
Total Withdrawals
39.20
11),02
37.30
Descnptlon
D\'Pll>it
Interest
Date
10; 12
o
Total Deposits & Additlons
37.30
Amount Desc.iptlon
.<)5 Interest
o
TOlallnterest Paid
.95
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TAX PARCEL NO. 29-15-1252-082
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l'VIADE THE ;' 1,
\
\ , ,
day of/-,'~~-,,> ," ...:'
in the year two thousand six (2006)
BETWEEN
GLORIA J. ANKLAM, single woman, of Carlisle, Pennsylvania, Grantor,
AND
JOSEPH R. FAZIO and KELLY WINTERS-FAZIO, husband and wife, and
MARY ESTHER FAZIO, single woman, of Carlisle, Pennsylvania, as Joint
Tenants with the Right of Survivorship, Grantee,
WITNESSETH, that in consideration ONE HUNDRED FORTY-TWO THOUSAND--------______
-- - - - - -- ----- ---- -------- -------- ---- -------- ($142,000.00) --- ----- ----------------- ---------___ ___ Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said grantor does hereby grant
and convey to the said grantee, her heirs and assigns,
ALL THAT CERTAIN tract or parcel of land situate in the Township of North Middleton, County
of Cumberland, Pennsylvania, bounded and described as follows, to wit:
BEGINNING at a point on the northern right-of-way line of Partridge Circle at the southeast
corner of Lot No. 18-C, on the hereinafter described Final Subdivision Plan; thence along the
eastern line of said Lot No. 18-C, North 24 degrees 45 minutes 28 seconds East, a distance of
170.46 feet to a point on the southern line of Lot No. 17-A, on the hereinafter described Final
Subdivision Plan; thence along the southern line of said Lot No. 17 -A and continuing along
the southern line of Lot No. 17 -B, on the hereinafter described Final Subdivision Plan, South
58 degrees 05 minutes 00 seconds East, a distance of 20.158 feet to a point at the north,,\;est
corner of Lot ~o. IS-E, on the hereinafter described Final Subdivision Plan; thence along the
\",estern line of said Lot ~o. 18-E, South 24 degrees 45 minutes 28 seconds East. a distance of
167.95 feet to a point on the northern right-of-way line of Partridge Circle; thence along the
northern right-of-way line of Partridge Circle. North 65 degrees 14 minutes 32 seconds West,
a distance of 20.00 feet to a point at the southeast corner of Lot No. 18-C, on the hereinafter
described Final Subdivision Plan, the point and place of BEGINNING.
CO:.iTAI,\iING 3,384.10 square feet, more or less.
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BEING Lot No. 18-D of Final Subdivision Plan - Phase 2, Middleton Estates, prepared by
Hartman & Associates, Inc., and recorded in the Office of the Recorder of Deeds of Cum:ber-
land County, in Plan Book 72, Page 116.
UNDER AND SUBJECT to a five (5) foot access easement across the northern portion of the
premises as shown on the hereinafter described Final Subdivision Plan.
ALSO UNDER AND SUBJECT to the Bylaws of Middleton Estates Community Association,
Inc., recorded in Cumberland County Miscellaneous Book 340, Page 597, First Amendment to
Bylaws of Middleton Estates Community Association, Inc., dated August 28, 1997, recorded in
the Office of the Recorder of Deeds of Cumberland County, in Miscellaneous Book 558, Page
658, and Declaration of Reciprocal Easements Applicable to Middleton Estates - Phase 2,
dated April 24, 1997, recorded in the Office of the Recorder of Deeds of Cumberland County,
in Miscellaneous Book 546, Page 775.
HAVING THEREON ERECTED a dwelling known and numbered as 80 Partridge Circle,
Carlisle, Pennsylvania.
BEING THE SAME PREMISES which Remington Development Corporation, a Pennsylvania
Business Corporation, by Deed dated March 30, 1998, and recorded April 1, 1998, in the
Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book
174, Page 671, granted and conveyed unto Gloria J. Anklam, single person, Grantor herein.
. ,
. t
And the said grantor does hereby Warrant Specially the property hereby conveyed.
IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the day and
year first above written.
Signed, Sealed and Delivered
in the Presence of
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GLORIA J. ANKLAM
STATE O;'--~?t k\ ~\~-)\ '1\\/(1 kl\i'l
COUNTY OF C\ : jy},-j"( ~-,( {ll.'( l
Notary ~:~:.:e Und:r::~d ~?ce~ per:~~alt;;:,~~~:~ ~~ORIA }~Ki':~~:i~~e a
woman, known to me (or satisfactorily proven) to be the person whose name is subscribed to
the within instrument, and acknowledged that she executed same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
GCMMONWE.A,l fH \.;1-'" ?E~iNSYL'I.-\NrA
;'lotarill S'",ll
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(.,1ichelle 1.,'/. ~~cC.J;/, ~'!o~,jrl PubLe
South M:od!8tr.n rwp, CC:i'lt;(Hll~,j CI)Unly
My Commi::;slon t::<0r3S :\':'J ~ 8, ;,(;,:9
~11err.ber. ?0nr::.; ;:V<-liia ""'C(;.~.,.),'l ::f ~;'~:,i(,I:'S
Notary Public)
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CERTIFICA TE OF RESIDENCE
I do hereby certify that the precise residence of the \\ithin named grantee(s) is:
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Attornby jAgent for Grantee(s)
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Prepared By:
Laura Radawiec
101 S. George Street
York, PA 17401
(717) 771-9435
Return To:
Sovereign Bank, MCS-10-6438-CA5
601 Penn Street
Reading, PA 19601
Parcel Number:
29-15-1252-082
Premises:
80 Partridge Circle
Carlisle, PA 17013
[Space Above This Line For Recording Data]
Commonwealth of Pennsylvania MORTGAGE I ~~~:~~~:725-2
THIS MORTGAGE ("Security Instrument") is giv~n on September 29, 2006
The Mortgagor is Joseph R Fazio, Kelly Winters-Fazio and Mary Esther Fazio
("Borrower"). This Security Instrument is given to Sovereign Bank
which is organized and existing under the laws of The United States of America
whose address is 1130 Berkshire Blvd., Wyomissing, PA 19610
("Lender"). Borrower owes Lender the principal sum of
One Hundred Forty Thousand Eight Hundred Eighty Seven And Zero/100
Dollars ((J .S. $ 140,887.00 ).
0606142005
. and
0096200440
FHA Penns~ hania 'Iongage - -t,96
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Account Number: 4527463128
Current Date: 10/19/2007
Summary Information
Principal Balance
Balance As Of
$33,291.85
10/19/2007
$318.08
11/15/2007
Current Due Amount
Interest Rate
$0,00
7.5900
$1,790,66
$0,00
Payment Amount
Next Payment Date
Loan Description
Total Interest Paid To Date
Interest Paid Last Year
Mortgage
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Copyriltll 2007 Sovllf8ign Bank. All righ10 re_. . EqlIIl ~ Lender . _ FDIC
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