HomeMy WebLinkAbout12-11-07
-.J
15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*'
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 05
00819
Date of Birth
161-21-0888
09/07/2005
06/25/1927
Decedent's Last Name
Suffix
Decedent's First Name
MI
Murren
Jeune
M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return
.
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a, Future Interest Compromise (date of
death after 12-12-82)
7, Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under See, 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
Kathleen B. Murren, Esq
Firm Name (If Applicable)
(717) 780-2629
206 Willow Ave.
REGISTER OF WILLS USE OHI$
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First line of address
Second line of address
Camp Hill
PA
17011
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DATEElED
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City or Post Office
State
ZIP Code
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Correspondent's e-mail address: kbmurren@hacc.edu
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
D TE
tz- L 2fJ((l
I~D~l2tV]
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
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4\lV\.
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15056052059
REV-1500 EX
Decedent's Name:
Jeune
M Murren
RECAPITULATION
1. Real estate (Schedule A). ............. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . .
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . . .
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . . .
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 Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O 45 172,092.36
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
Decedent's Social Security Number
161-21-0888
219,000.00
2.
3.
4.
5.
6.
7.
8. 219,000.00
9. 46,907.64
46,907.64
172,092.36
172,092.36
15.
16.
7,744.16
17.
18.
7,744.16
.
15056052059
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Jeune M Murren
STREET ADDRESS
440 W. Main St.
File Number
21
05 00819
DECEDENT'S SOCIAL SECURITY NUMBER
161-21-0888
CITY
Mechanicsburg
i STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
7,744.16
9,906.63
Total Credits (A + B + C ) (2)
9,906.63
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
2,162.47
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
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
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 [i]
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [i]
c. retain a reversionary interest; or.......................................................................................................................... 0 [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [i]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~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. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~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. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use ofthe 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-1502 EX+ (6-9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Jeune M. Murren
FILE NUMBER
21-05-0819
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 property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Family residence: 440 West Main Street, Borough of Mechanicsburg, Cumberland County, PA
VALUE AT DATE
OF DEATH
219,000.00
Tax parcel No. 19-23-0567-009
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
219,000.00
,-'
Tax Parcel # 19-23-0567-009
THIS DEED
Made the 14th day of November, in the year Two Thousand Seven (2007)
BETWEEN PHILIP J. MURREN, Executor of the ESTATE OF JEUNE M. MURREN,
Deceased, late of the Borough of Mechanicsburg, County of Cumberland, Commonwealth of
Pennsylvania, party of the first part,
GRANTOR
A
N
D
JOHN W. SELFE and KATHLEEN M. CAVANAUGH, husband and wife, of
Mechanicsburg, Pennsylvania, parties of the second part,
GRANTEES.
WHEREAS, the said JEUNE M. MURREN, upon the death of her husband, JOSEPH E.
MURREN, on October 8, 1990, became in her lifetime seized in fee of and in that parcel of land
situate in the Borough of Mechanicsburg, County of Cumberland, Commonwealth of
Pennsylvania, being more particularly bounded and described hereinafter; and she being so
thereof seized, died on September 7, 2005, having first made her Last Will and Testament in
writing consisting of a document bearing date of June 30, 1999 and duly probated and registered
in the Office of the Register of Wills of Cumberland County on September 14, 2005, wherein
and whereby he was appointed as Executor thereof, the said PHILIP J. MURREN, to whom
Letters Testamentary were duly issued by said Register of Wills on September 14, 2005, and
wherein and whereby, said premises, hereinafter described, were designated as part of the residue
of the estate, as in and by said Will and the records of the said Register of Wills, recourse
thereunto being had appears;
NOW THIS INDENTURE WITNESSETH, That the said PHILIP J. MURREN, Executor,
for and in consideration of the sum of Two Hundred Twenty-Eight Thousand ($228,000.00)
Dollars, lawful money of the United States, to him paid by the said GRANTEES at and before
the sealing and delivery hereof, the receipt whereof is hereby acknowledged, and by these
presents does grant, and convey unto the said GRANTEES, their heirs and assigns as part of the
administration of the ESTATE OF JEUNE M. MURREN.
ALL THAT CERTAIN lot or tract ofland situate on the north side of West Main Street, in the
Fourth Ward of the Borough of Mechanicsburg, County of Cumberland and State of
Pennsylvania, bounded and described as follows, to wit:
1
..
BEGINNING at the curb line on West Main Street, at the comer of the lot formerly of
D.H. Gleim; thence northward along the line of the lot formerly of D.H. Gleim a distance of 222
feet to the center of a 15 foot private alley; thence along said alley eastward 54 feet to a point in
the center of said alley; thence southward along the lot formerly of Jacob A. Shelley Heirs 222
feet to the aforesaid curb line on West Main Street; thence along said curb line west 54 feet to
the place of BEGINNING.
Having thereon erected a two-story brick dwelling house known and numbered as 440
West Main Street.
Being the same premises which Paul L. Walter and Eva C. Walter, his wife, by deed
dated August 2,1965, recorded in Deed Book S 21, Page 19, granted and conveyed to Joseph E.
Murren and Jeune M. Murren, husband and wife.
TOGETHER with all and singular rights, liberties, privileges, hereditaments and
appurtenances thereunto belonging, or in any way appertaining, and the reversions and
remainders thereof; and also, all the estate, right, title, interest, use, trust, property, possession,
claim and demand whatsoever, of the said JEUNE M. MURREN at and immediately before the
time of her decease, in law, equity, or otherwise howsoever, of, in, to, or out of the same:
TO HA VE AND TO HOLD the said above-described parcel of land, the hereditaments and
premises hereby granted, and, or mentioned and intended so to be, with the appurtenances, unto
the said GRANTEES, their heirs and assigns forever.
AND the said PHILIP J. MURREN, Executor of the ESTATE OF JEUNE M. MURREN,
covenants, promises and agrees, to and with the said GRANTEES and their heirs that the said
PHILIP J. MURREN, Executor of the ESTATE OF JEUNE M. MURREN, has not done,
committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing
whatsoever, whereby the premises hereby granted, or any part of it, is, are, shall, or may be
impeached, charged or incumbered, in title, charge, estate, or otherwise.
IN WITNESS WHEREOF, the said PHILIP J. MURREN, Executor of the ESTATE OF
JEUNE M. MURREN, Deceased, has executed this deed the day and year first above written.
Signed, Sealed and Delivered
In the Presence of:
By
PHILIP J. MURREN, Executor
ESTATE OF JEUNE M. MURREN
2
..
COMMONWEALTH OF PENNSYL VANIA
SS:
COUNTY OF
On this, the day of ,2007, before me a Notary Public the
undersigned officer, personally appeared PHILIP J. MURREN, Executor of the ESTATE OF
JEUNE M. MURREN, Deceased, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that he executed the same for the
purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
Notary Public
I HEREB Y CER TIFY that the precise address of the grantees herein is:
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Recorded on this day of
Office of said County in Deed Book , Vol.
under my hand and seal of the said office the date above written.
,2007, in the Recorder's
, Page . Given
Recorder
3
REV-1511 EX+ (12-99)W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Jeune M. Murren
FILE NUMBER
21-05-0819
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
DESCRIPTION
AMOUNT
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
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
1,325.00
6. Tax Return Preparer's Fees
8.
Income taxes paid
Costs related to the maintenance, repair, and sale of real property listed in Sch. A (appendix attached)
257.00
45,325.64
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
46,907.64
ESTATE OF JEUNE M. MURREN
SSN 161-21-0888
ESTATE # 21-05-00819
DOD 09/07/2005
APPENDIX TO SCHEDULE H: COSTS RELATING TO MAINTENANCE, REPAIR, AND SALE OF
REAL PROPERTY LOCATED AT 440 WEST MAIN STREET, BOROUGH OF MECHANICSBURG,
CUMBERLAND COUNTY , PENNSYLVANIA
COSTS RELATING TO REAL PROPERTY
1. Ad valorem property taxes
City/county 2007
(LESS PRORA nON)
School District 2006-07
School District 2007-08
(LESS PRORATION)
2. Utilities (since 5/20/2006)
UGI
PPL
United Water
(LESS PRORA nON)
Boro of Mechanicsburg (trash/sewer)
(LESS PRORA nON)
3. Insurance premiums
F ire/liabit ity
(LESS PRO-RATED REFUND)
Liability insurance (cleaning/construction crew)
4. Costs for replacement of appliances that broke down
COSTS FOR MAINTENANCE / REPAIRS TO REAL PROPERTY
1. Lawn/yard care
Lawn mowing; removal of dead tree; removal of
overgrowth/weeds
2. Radon remediation
3. Structural repairs
Costs for engineer and contractor
4. Electrical repairs
Costs to replace / repair old circuit breakers and wiring
(LESS PRORATION)
5. Termite treatment
6. Rep1astering/painting/cleaning
7. Plumbing
Costs to replace broken toilets / fixtures
Costs to repair frozen pipes
COSTS RELATING TO SALE OF REAL PROPERTY
1. Realtor commission
2. Transfer taxes
TOTAL:
681.52
( -90.71)
1,862.37
1,924.79
(-1,411.55)
3,285.39
1,045.78
288.85
( -244.64)
595.02
( -55.46)
2,676.00
( -945.00)
876.00
1,086.50
1,060.00
865.00
5,995.00
2,365.00
( -448.50)
265.00
6,886.78
208.00
1,134.00
13,140.00
2,280.00
45,325.64
form HUD.l (3/88) ref Handbook
u.s, Department of Housing and Urban Development
, Oval No. 2502-0265 ex Ires 11/30/2009
I 8. Vlortgage Insurance Case Number
form HUD-1 (3/86) rer Handbook 4305.2
St;tllenjent Statement
U.S. Department of Housing and Urban Development
. OMS Aooroval No. 2502-0265 (expires 11/3012009)
TYDe of Loan
DFHA 2. O):niHA 3. DCony. Unins. I G. File Number I 7. Loan Number I a. Mortgage Insurance Case Number
OVA 5. DCony. Ins. CS07012
Note: .1. nlS form IS r~~ls,-,a,u. 0 give you a s a,tamam 0 a.Clua salllamen, cos s. "moun s palo, 0 ano oy If e se~ueman~ ~gen ere Inown. I TltleExpress Settlement System
lIems marked "(p.o.c.)" were paid outllde tha closing; they ere shown here for Information purposes and are not Included In the totals.
WARNING: It Is e cr1me to knowingly make false stetementlto the United Slelel on this or enb other slmller form. Penalties upon Printed 11/1412007 at 12:50 VS
conviellon can Include a flne and Imorllonmenl. For details lee: TIUe 18 U. S. Code Seellon 1 01 end Section 1010.
NAME OF BORROWER: John W. Selfe, Jr. and Kathleen M. Cavanaugh
ADDRESS:
NAME OF SELLER: Philip J. Murren, Executor of the Estate of Jeune M. Murren
ADDRESS:
NAME OF LENDER: Americholce Federal Credit Union
ADDRESS: 2175 Bumble Bee Hollow Road Mechanlcsbura. Pa.17055
PROPERTY ADDRESS: 440 W. Main Street, Mechanicsburg, PA 17055
Mechanicsbura Borouah
SETTLEMENT AGENT: Charter Settlement Services, LLC, Phone: 717.975.2117 Fax: 717.730.9665
'LACE OF SETTLEMENT:
iETTLEMENT DATE: K. SUMMARY OF SELLER'S TRANSACTION:
J. SUMMARY OF BORROWER'S TRANSACTION:
O. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
1. Contract sales price 228 000.00 401. Contract sales orice 228 000.00
2. Personal Property 402. Personal Property
3. Settlement charaes to borrower (line 140m 11.714.61 403.
4. 404.
5. Utility ororations 11/14-11/30 244.64 405. Utilitv prorations 11/14-11/30 244.64
Adiustments for items paid by seller in advance Adlustments for items paid by seller in advance
6. City/town taxes 406. City/town taxes
7. County taxes 407. County taxes
8. School taxes 40a. School taxes
9. Sewer/Refuse 11/14-12/31 55.46 409. Sewer/Refuse 11114-12/31 55.46
D. CountyfTwo 11/14-12/31/07 90.71 410. CountvfTwp 11/14-12/31/07 90.71
1. School 11/14-G/30/0a 1.411.55 411. School 11/14-G/30/0a 1411.55
2. electrical repairs 448.50 412. electrical repairs 448.50
O. GROSS AMOUNT DUE FROM BORROWER 241 965.47 420. GROSS AMOUNT DUE TO SELLER 230.250.86
O. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
1. Deoosit or eamest money 5 000.00 501. Excess Deposit (see instructionsl
2. Principal amount of new loans 221 000.00 502. Settlement charaes to seller (line 1400) 15 420.00
3. Existina loan(sl taken subiect to 503. Exlstina loan(sl taken sublect to
I. 504. Payoff of First Mortaaae Loan
). 505.
,. 50G.
, 507.
I. 50a.
l. 509.
Adjustments for items unpaid bv seller Adiustments for items unpaid by seller
1. City/town taxes 510. Citvltown taxes
I. County taxes 511. Countv taxes
1. School taxes 512. School taxes ,
I. 513.
seller concession 9 000.00 514. seller concession 9.000.00
I. 515.
I. 51G.
517.
'. 51a.
I, 519.
). TOTAL PAID BY/FOR BORROWER 235.000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 24.420.00
). CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
Gross amount due from borrower (line 120) 241.965.47 601. Gross amount due to seller !line 420) 230,250.86
, Less amounts paid byltor borrower IIine 220\ 235.000.00 602. Less reduction amount due seller (line 520) 24.420.00
..
I. CASH FROM BORROWER 6.965.47 603. CASH TO SELLER 205.830.86
STITUTE FORM 1099 SELLER STATEMENT: The Information contained herein Is Important tex Information and Is being fumllhed to the Intamal Revenue Service. If you are required to file B retum,
gllgenca penally or other lanellon will be 1m pOled on you If thll Item II required to be reported end the IRS determine. th.t It hel nol been reported. The Contrect Sele. Price deocr1bed on
101 ebove conlUlutellhe Groll Procaed. of thll trenlectlon.
ere required by lew 10 provide the .ettlement egent (Fed. Tax 10 No: 251751821) with your correcttexpeyer IdentlflceNon number. If you do not provide your correct taxpeyer Identification
'er, you mey be .ubject to civil or cr1mlnel peneltles Impoled by lew. Under peneltles of pe~ury. I cartlfy that the number Ihown on thll stetement II my correct taxpayer IdentlflcaUon number.
- - 1_ _ SELLER(S) SIGNATURE(S):
.ER(S) NEW MAILING ADDRESS:
.ER(S) PHONE NUMeERS:
(H)
CNl
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ,File Number: CS07012
SETTLEMENT STATEMENT TitleExoress Settlement Svs em
SEl1LEMEm CHARGES
I. TOTAL SALES/BROKER'S COMMISSION based on price $219 000.00 @l6.000 = 13140.00
Division of commission (line 700\ as follows:
$ to M,C. Walker Real Estate
. $ 13140.00 to M.C. Walker Real Estate
. Commission paid at Settlement
,ITEMS PAYABLE IN CONNECTION WITH LOAN
Loan Oriaination Fee %
Loan Discount %
Aapraisal Fee to Advanced Residential Mortaaae CorD
Credit Report to Advanced Residential Mortaaae CorD
Lender's Inspection Fee
Mortaaae Application Fee
Assumption Fee
Broker fee to Advanced Residential Mortaaae CorD
Processina fee to Advanced Residential Mortaaae CorD
Underwritina fee to Americholce Federal Credit Union
Flood cert to Americhoice Federal Credit Union
ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
Interest From to @$ 42.9722 Idav Davs
Mortaaae Insurance Premium for to
Hazard Insurance Premium for to
lonn HUD.1 (3/66) ror Handbook 4305.2
PAGE 2
Printed 11/1412007 at 12 50 VS
PAID FROM PAID FROM
BORROWER'S SELLER'S
FUNDS AT FUNDS AT
SETTLEMENT SETTLEMENT
13140.00
350.00
16.33
5 525.00
330.00
550.00
25.00
730.53
). RESERVES DEPOSITED WITH LENDER FOR
. Hazard Insurance mo. @ $
~. Mortaaae Insurance mo. @ $
;. City PropertY Tax mo. @ $
. County Property Tax mo. @ $
'. School taxes mo. @ $
I. Aaareaate Analysis Adiustment
J. TITLE CHARGES
. Settlement or c10sina fee
. Abstract or title search
, Title examination
, Title insurance binder
. Document Preoaration
. Notary Fees
. Attorney's fees
(includes above items No:
, Title Insurance
(includes above items No:
. Lender's Policy
. Owner's Policy
, 100 No Viol 300 Survey, 710 V
Imo
Imo
Imo
57.95 Imo
163.67 Imo
0.00
0.00
to Notarv Public
25.00
)
to Charter Settlement Svcs. acent for ORNTIC
1,498.75
)
221.000.00 .
228.000.00 .1 498.75
to Charter Settlement Svcs. acent for ORNTIC
200.00
. ClosinaSvcUr to Charter Settlement Svcs. acent for ORNTIC
,. GOVERNMENT RECORDING AND TRANSFER CHARGES
, Recordina Fees Deed $ 38.50 . Mortaaae $ 70.50 . Release $
. CitylCounty tax/stamps Deed $2 280.00 . MortQaQe $
. State Tax/stamps Deed $2.280.00 . Mortgage $
35.00
109.00
2 280.00
2 280.00
J. ADDITIONAL SETTLEMENT CHARGES
. Survey
. Pest Insoection
. e-doc
. Courier
to Charter Settlement Services LLC
to Charter Settlement Services LLC
25.00
15.00
,. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section K\ 11714.61
iT l r/;; ;r;~UD CERTIFICATION OF BUYER AND SELLER
corefully r !newe he HUD-1 Settlen nl I ',";::!:.l 0 the best 01 my knoWledge end bellel. It Is e true and accurata statamanl of all racelpts and dlsbursaments mada on my account
TIe In this t nsa on. Ilurthar certify t:1 a:::.:;(~y 01 the HUD.1 Sattlamant Stalemant.
1/\ /- A t:'~ ~ .
/fjj ~ ~ ~ / ~ t ~.,,'". eo"....
/ ~ ~VJIJ
. Murran. ",xecu\o '\Yu'V,a e 0 aune M. Murren
15 420.00
liNG: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE
,0 STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION
NCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
:ODE SECTION 1001 AND SECTION 1010.
The HUD-1 SetIJamant Stelemanl which I have prepared Is a trua and accurate account of this
transacUon. I have caused or WIll cause the lunda 10 be dlabursed In accordance WIth this statement.
SETTLEMENT AGENT:
DATE:
REV-1513 EX+ (9-00)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Jeune M. Murren
FILE NUMBER
21-05-0819
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 (al (1.2)]
1. Philip J. Murren, 206 Willow Ave., Camp Hill, PA 17011 son 1/4 of res. estate
2. Kathleen A. Murren, 918 Brandt Ave., New Cumberland, PA 17070 daughter 1/4 of res. estate
3. Daniel J. Murren, 30 E. Coover St., Mechanicsburg, PA 17055 son 1/4 of res. estate
4. Maureen A. Murren, 1195 W. Trindle Rd., Mechanicsburg, PA 17055 daughter 1/4 of res. estate
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 $
(If more space is needed, insert additional sheets of the same size)