HomeMy WebLinkAbout05-30-08
,-1
15056051047
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
~.'. "
() 3"
0".11.0 1
Date of Birth
3 \ 0 '-to 'l~1 \.1
3 I 5 ~o () 1;
Decedent's Last Name
Suffix
o~o ~'f~1
Decedent's First Name
MI
1-. E '" *f'.-t.
~e ~ R~
.J,.
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
""L I~.~ ~<2.
\N[)fl
L
Spouse's Social Security Number
) '1\ '- .... 3lj 6 I.f ~7
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return C>
2. Supplemental Return C> 3. Remainder Return (date of death
prior to 12-13-82)
4a. Future Interest Compromise (date of C> 5. Federal Estate Tax Return Required
death after 12-12-82)
7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death C> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
C> 4. Limited Estate C>
.. 6. Decedent Died Testate C>
(Attach Copy of Will)
C> 9. Litigation Proceeds Received C>
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
R bB E p..., E.
Firm Name (If Applicable)
fJ\)I /3. ((5
7 17 7"1 'f:3 I 6~
REGISTER OF WILLS USE ONLY
] () ()
o j,.. 0
l'<al\D
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=
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(..)
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First line of address
Second line of address
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o '" t\~ ~f\.L {\ ~ 0
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DArf;.ffl2i!o 3'.':
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City or Post Office
State
ZIP Code
(.."
C
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- fl
Correspondent's e-mail address:
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, cor c nd com pie . Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAr p DATE
..,s-- Z. 7-CJ!:;
OJ2.,WE- I CM1.f ,If t/...L\ Pic,' J1U~'- .__..~..-
DATE
B\1J -.Cu. t'-~f. '(t~_M Q_~LJL:::_J 1 0:1 0 ~--~-"-"--=
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051047
15056051047
--.J
\
~
REV-150U eX Page 3
File Numb,,!
Decedent's Complete Address:
f'~--~~--~._----'."'---'-'
i DECEDENT'S NAME
: --Ye. R.~ V .- t.. .
I STREET ADDRESS T
1- ff-D 6(?l~NeLL
i
___~___W_'___'~._'_"_ff._~__,<_,___.,_,""_,."__,___._,~",_'_'_"~"_~"~~___'_,n'~._.
ZENT1-
\JR-LVG:
I CITY C f\M P It I L-l- - : STATE fl i\ ZIP \ 1 0 "2 0
I_________^..._____.___.________._.._______~.__..__.__...__.__..___....._.__....
Tax Payments and Credits:
I Tax Due (Page 2 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) ________ -----O.-.D.u--__
Total Credits ( A + B ;- C )
(2)
.. __" .__tll.QLl__ ___
Interest/Penalty if applicable
O. Interest
E. Penalty
Total Interest/Penalty ( 0 + [ )
.+. Ii Line 2 is greater than Line 1 + Line 3, enter the dilference. This is the OVERPAYMENT
Fill in oval on Page 2, Line 20 to request a refund.
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
~-------_~.12.Q__.._
(4) _.._ ._______._____md.t>~_____
(~ .\
_____________n_~Q&'-"_ ___ _
B. Enter the wtal of Line 5 + 5A. This is the BALANCE DUE.
(5A) ________________0 illQ___H
(5B) O. VU
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 BlOCr\:S
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;........................................ .....H.......'...... ... [.1 [3"
b. retain the right to designate who shall use tile property transferred or its income; .....H................ [J 1''1
c. retain a reversionary interest; or.......... ...... .. ......... .. ..... ...... ..........0. [] IZ
d. receive the promise for life of either payments, benefits or care? ..... .. . H ... . H"H" [] l~
2. If death occurred 811er Decembel' 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ... . ...... ..... ........ . [] Cta"
3. Did decedent own an "in trust for" or payable upon death bank 8ccount or security at his or her death? ..... .... D [&?'
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
conwins a beneticiary designation'l .............0. ...H....H........... ............... H ..... LJ ~
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 oates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
IS three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. S9116 (a) (1.1) (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 pare'll, elli
adoptive parent, or a stepparent of the child is zero (0) percent [72 PS. ~9116(a)(1.2)].
The tax rElte 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 rloted il,
72 PS. S9116(1..2) [72 P.S. s9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)( 1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
..-J
150.56052048
REV-1500 EX
Decedent's Name:
RECAPITULATION
Real estate (Schedule A).
2. Stocks and Bonds (Schedule B)
4. Mortgages & Notes Receivable (Schedule D) .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::> 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) . . .
11 Total Deductions (total Lines 9 & 10).
12 Net Value of Estate (Line 8 minus Line 11) .
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . 11.
. . . 14
1.
2.
4.
5.
6.
. 10.
. 12.
13.
Decedent's Social Security Number
3' D ~Ct"'11)7. .Lt
7.
8.
9.
DO
dO
C> 0
o. 0 0
tJ
D. ~ 0
0.6 i)
) ~ '1 T 7- 0 U
'\>0
~.41i7-0 0
D. DO
~ ltl.~ 3
D_~cJ
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(12) X .0_
-
15. Amount of Line 14 taxable
at lineal rate X.O__
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 OVERPA"'fMENT
Side 2
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15056052048
15
16.
17.
18.
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-
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-
O-D()
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15056052048
--I
RFV-1511 IEX+ (10-06)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
-JP~I\~ L. LeNTI.
FILE NUMBER
~-Ob - Oc>LWl
ITEM
NUMBEf~
A.
Debts of decedent must be reported on Schedule I.
1.
FUJJERAL EXPENSES:
r 1\1t\r\ e ~(tE.
DESCRIPTION
F......,J & ~l... t+ 0,.,... €.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
3.
4.
Name of Personal Representative(s) _ G t::;BALPj.:;.., S Mlf tt--~d ~-
i< ~~~ G.L~j\J Ofl-l ~~~r,,;, 17 OJ I
Street Address
_il
CAM "
City
Year(s) Commission Paid:_____
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant __ LllvD~__L~_ L.-~T1--
Street Address ~O G ~ ~cV t::.L-O/lJ.Ve
City c. t\.\V\.~ ~ \ \.-L
State L Zip lIll/l
Relationship of Claimant to Decedent ~!O-l2LO
5. Accountant's Fees
Probate Fees
6. Tax Return Preparer's Fees
7.
-=t>.
0(-
w\u.., - Fll-G- '-Ax,. Re-ru(J.,,J
.. - ReS~a.utS 1D f~L-6 (A.MU-l.\ l~L.GA~Z;
fl-bfl6~ Aft) I
~E'G\STE((.
u
I L
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
b ~ttO ,OD
D.DD
3DDO' DO
3560,D[J
Icl.uD
\ ~jl>D
~, 'D D
~ 9;,. vlJ
April 9, 2008
To Whom It May Concern:
4
Integrity
BAN K
The date of death balances (March 15,2008) for joint checking and savings account for
Terry and Linda Zentz are as follows:
Checking Account #203012122
Savings Account #403005647
$21,594.19
$3,819.08
Please contact me at 717-901-5500 with any additional questions.
Sincerely,
~=~
Assistant Branch Manager
New Cumberland Office
3345 Market Street, Camp Hill, PA 17011 . Phone: 717-920-4900.877- 1- HAVEIT . Fax: 717-920-4904 . www.integritybankon!ine.{()m
Apr 08 08 11 :41 p Terry Zentz
ING DIRECT
7175677433
p.12
Page 1 of 1
Put your refund into a 6-month
.. and watdt it grow instead.
'-.,>'" ~-"'/_""';'-'" ..,_-,'''' "c
Details for TLSavings - 5339675
For informal1on on adding or {emoving a joint owner {or this account.
Primary Account Holder Terry L Zentz
Scrcorrdary .Account HO!der: Linda L'Zent?:
Current AnouDI Percentage Yield: 3.00%
Interest Earned This Month: $102.37
Interest Paid Year to Date: S 254.16
Inlerest Pa;r! in 2007 : $ 2.986.13
&' hCC,::'!'! '.'i,.m'ten.',' c.'
Ei} ..:,,>: :'oac!
Date
Mar 19, 200S
Mar 11. 201>8
Feb 29. 2008
Feb 15, ZOOS
Fob 1. 2008
Jan 31, Z008
Jan 23, 200t
Jan 14. 2008
Jan 2, 2008
Ot;-C J1. 2007
81 :.a:.S;?CC""
Posted Transactions
Transaction Description
'nterE~5t RatE' Change to 2.~60% p.O!r.4 APY)
Interest Rate Change to 3Jl57'1. p.10'/. APY)
Monthly Interas! Paid
Intcmel Withdrawal INTEGRiTY BANK checking account
XXltXXX2122
t"terest Rate Change to 3,348% (3.4C% APY)
Monthly lntercst Paid
Intere-s-t Rat9'Cnange to 3.590% (3.65% APY)
Internet Withdrawal INTEGRITY BANK checking account
XXXXXX2122
IntemetWithdrawallUTEGRI1Y BAUK checking account
XXXXXX2122
MOllthfy Inte-(e::.t P"",id
iile Orange CD - Great Rate, Guaranleed Return Dnd No Market RiSK
N..xtO
Amounf Balance
108.63 40,09210
(2,000.00) 39,983.47
145.53 41,983.41
(5.000.00) 41.837.94
(2,1>1>0.1>1>> 46,837.94
'167.92 48,837.94
~ '\.toal i' 'Secu<itVGuor_IOPriv...,. 1 Jo!itn"'T...... I CiM~ I 'lMShop I l(kb
~-
CD
.
1.o1;1i mte1&!Sf ~llld.s'1\U Sep1f9tlblt }OM
$ 8,.4 ~ 1,69 3.,.>> 3 S
https://secure.ingdirect.com/myaccountlING Direct.html ?command=display AccountDetails... 3/3 1/2008
Apr 08 08 11 :36p
Terry Zentz
7175677433
p.2
.
PMA account 868207697 . March 1,2008 - March 31, 2008 . Page 1 of 9
P M A'" Wells Fargo. PMA Package
If you have questions about Ihis slatemenl or
your sCC9unts:
Phone: 1-800-742-4932, TTY: 1-8oo-600-48n
Spanish: 1-8n-727-2932 , TTY: 1-888-355-6052
Chinese: 1.800-288-2288
Online: wellsfargo.com
Write: Wells Fargo Bank, NA
P.O. Bo)( 6995
Portland. OR 97228-6995
TERRY L ZENTZ
OR LINDA L ZENTZ
20 GRINNEL DR
CAMP HILLPA 17011-7715
March 31, 2008
Total assets:
last month:
Change in $:
Change in. %:
$42,177.70
$42,684.65
$(506.95)
(1.19)%
Total liabilities:
last month:
Change in $:
Change in %:
50.00
$0.00
$0.00
0.00%
PMA Qualifying. Balance:
$42,177 .70
Contents
Pago
. . . . . . .2
. . . .3
Overview. .
PMA Prime Olecking Account.
Savings. . . . . . . . . . . .
. . <I
!1,tirement BlOkerage Account.
.............5
{t14' ,. ;/
11~524
Apr 08 08 11 :36p
Terry Zentz
7175677433
p.4
.
PMA account 868207697 . March 1,2008 - March 31, 2008 . Page 3 of 9
PMA Prime Checking Account
,Il,ctlvity summary
Balance on 311
DepositslAdditions
WithdrawalslSubtraclions
Balance on 3131
638.55
0.03
.100.00
$538.58
Account number: 868207697
TERRYLZENTZ
OR LINDA. L ZENTZ
Wells Fargo Bank, !'IA. California (Member FDIC)
Questions about your account: 1-800-742-4932
Works heel 10 balance your account and General
Statement Policies can be (-ound towards the
end of this statement
Overdraft protection
Your lIcoount is linked to the following for Overdraft Protection:
. Savings .6868611013
Interest you've earned
Interest eamed thiS month
Average collected balance this month
Annual percentage yield earned
Interest and bonuses paid this year
Total interest and bonuses paid in 2007
$0.03
$546.22
0.06%
$0.10
$77.70
Transaction
history
Date Description
BegInning balance on 3/1
314 Bill Pay Health Net RecurringxxlOO<644 7 On 03-04
3/31 Interest Payment
Ending balance on 3131
Totals
Depositsl Withdrawalsl Ending Daily
Cheel< No. Additions SublTacliOns Balance
638.55
100.00 538.55
0.03 536.58
538.58
$0.03 $100.00
114526
Apr 07 08 06:45p Terry Zentz
7175677433
p.3
i rt-V~ E,CV)C QuoTE:
C. V. ,~\.
JI/4 45(,).
/
II ~1:5.
Jj 950.
Jl :;<75 I
J1 qoo I
f~~1t{
V i t-)I LL L
zl2CT/2IC-- A-vro (2f:Ae Dwl2-
L- fATH-te Sf-A'S
6terr~IC lt0-ru ,Si i)G L>GC'as
tJ It J I{tAT' Cr.tJ 5,-/ S;I' c W'\
IJ /~, ?:?()
~ \ J So
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Apr 07 08 06:53p
T eery Zentz
TlIU'::Pl10
U~'l>~f;)\ 1\1.
A.
U.S. DE?ARiME~ T OF HOUSING and URBAN DE'IELOFMENT
SEnU:.MENI SfAIEMENT
PA PROPERTY
SETTLEMENTS, LLC
4660 TrindteRoad- Suite 103
Camp Hill, PA 17011
7175677433
I
I
I
1 1.1 1 FHA.
4. ( J I/A
I G. FilE NUI.tl6ER;
I 30037
8. MORT. INS. CASE NO.:
B TYPE: OF LOAN
Phone: (717) 441-1671
FAX: (717) 763-7460
2. t'1 F!\,1)o-ljl.
5.! ] GONI/. iNS.
7. lOAN 'lUMBER.
p.21
2.'( J CONV. i.Jt.J!\JS.
I I
II
I C. N01E: This iorm is Jurnish~d to gve you & si.:ement 01 actual settlement costs "'mounts :>aid Ie a"::l by the settlement "bent are shown.
i "(P.c.G.)' were paid oU1sic:e the closin.g; 1ney arQ shown here ~o~ infofr.1slio:1al purposes and are not included In the ,olals.
I 0 NAME AND ADDRESS OF BORROWER: E. N~ME ANC: ADDflESS OF SEllER F NAME AM) AGDR,,55 OF \.l:NDER:
I TERRY L. ZENTZ I PHYLLIS MARGARET KLAIN
" LINDA L. ZEKTZ ESTATE
G. 'flOPEATY lOGAnON.
H. S:;:TTlEMENT AGENT:
I~ 20 GRINNE;L DRIVE
~OWER ALLEN TOWNSEIP,
CUMBEIU..AND COUNTY, PA
?A PROPERTY STL. SVS.
PLACE 0" ~FTTLEMI'NT'
I'c~t~y n-Walak, Camp HU1, PA
i
J. SUMMARY OF BORROWER"S TRANSACTION:
IDe. GROSS AMOUNT CUE FROM SORROWER
ro.. Centrael salS5 prrce 1 ~ 7 5000 . 00
, 102. PerwnalOrODeI1Y I
\ 10; Seltlemenl Ci'1arges 10 Dorrower :i1ne 1400)! 3340.63
, 10'. I
110~
I Adi~Mments for .tems paia by 5.Iler In sdllance
; lOr.. CityfTovm lax to I
1.01 County ax 10/10/0710 12/ 31/071 134.21
! 100.. A.ssEs5menls lo I
i .09 Sc:MdTwc 10/10/0710 06/30/ 08~ 98{!..{!.2.
\11[1. 10
111
112.
120. GROSS AMOUNT DUE FROM DORROWER
179459.26
"'" AMOUNTS PAID BY OR iN BEHA~F OF BORROWER
\
I
203\_ Dep.ol).l Cf eames~ noney
lll2. Principal amou "I of flew Joon( s)
,03. ExrslirrQ loan(s: taken subject to
I'~
b-----
~
1208
20'
I
I
I
1
A"Justman!s lor items u~;>akl 'oV seiler
l10. CltV(Town lax '0
211. Coun t'l tax 10
21.2, A$.SOS$Jl1QFll.$ to
["3. 10
) 2'i".
l15.
21~. I
(211.
i 2..
! ZI;
!
r .". TOTAL PAIl) BY/FOR 1l0RROWER
JOJ CASH AT SETlLEMENT FROM QRTO BORROWER
. 301. Gross anount due from borrower (line ;20) I
302 less 31>.",,,"1 paid l:y,r;or berrowllr (lina 220) 1
303. CASH 5JY.1 FR)*J (I ITOI BORROWER i
.J >-7.#A-4 'Tg/I/--
J 12ft~'-:Z.;i? ~ ~__f
euy(;' or Bo--rowefs $i.godture cV I,J
2000.00
179459.26
2000.00
177459.26
I~BrTS marked
I. SE T1.EME.'lT DATE'
H/10/07
I
K. SUMMARY OF SELLER'S TRANSACTION;
4DO.GROSS AMOurn DUE TO SELLER
40 \.C<ln\l act "ates price T ~ 7 5 0 0 0 . 0'0 ,
4G2.P3rsonal property
400.
40'4,
.0:;.
Adj"",:merls for ~ems paid by seller in adoanc3
40:;. Clr,fTown lax 10 T
401Counlylax 10/10/071012/311 07i
"D!-A5sc~smonffi to J
4G9.5GhooITw< 10110/ 07Lo 06/3 0 IOS:
410.
411-
412_'
10
SOD. RECUCTIONS IN AMOUNT CUE TO SEllER
20 C 0 ~ 00 501 Exccss doposi~ (see ins.tructlons) I
5OlSefllemer>, chlJl'g&S 10 seller (lirle140Cl} I
503.Existlng loan(s) taken subjecllo T
st>t.?ayollo" First Mortgage Loan I
so...oayo11 0" Second Mortgage Loan
420.CROSS AMOUNT CUE TO SE.LLER
. 506.
S-J7.
5:8'.
509.
Adjustments for items unpaid by se'le"
~lO,CiiyITown tax to
S11,COlJnIY tax Ie
~\2..A~SC'$,e.mllrJ.s. t,:,
St1 ~
S14. i
515. i
516.
517.
!.18.
519.
>>o.TOTAL REDUCTION AMOUNT DUE SEllER
600 CASH Al' SETiLEMENT TO OR FROM $EL~ER
001.Gr05S amounl cue tv sel',er (line 420)
G"D2.Less reductiofl s.mount du~ se~ler {linG 520)
_CASH l!lg T9f'fIJ FR~M~ SEI.LER
/ tJ It
~~ -- ,.
Seller'!;. SigflalurQ
1
l
\
134.211
I
984. .4.2.. \
-,
1
176118 _ 63
14449. 7 ~
I
i
14449.75
176118.63'
14449.75
161668.8-&
:
-e.J'~t.J'-i-o/...
HUD.j .:;"0. 51e6
Apr 07 08 06:54p
Terry Zentz
7175677433
p.22
U.S. DEPARTMENT OF HCUSING AND URBAN DEVElOFMENT
SETTLEMENT STA YEMENT
L. SETTLEMENT CHARGES 30037
700 TOT Ai. SALES/BROKER'S COMMISSION band on price $ l7 5 0 () 0 . 00 6 . 0
Divis'on "I Cnmmissjon Cine 700) as ~ollav."': Total: $10. 500 . 00
701 $ 5275.00 10 ERA-NRT. INC.
702 $ 5225.00 \0 CENTURY 21 - WALAK
700. Comcllssion paid al Salliemenl
70". TRANS. FEE WALAK l<1ALTZ ERJI.-NRT
800. ITEIIIS PAYABLE IN CONNECTION WITH LOAN
801. loan Originallo~ Fee %
802. Loan DISCOunt %
003. Appraisal Fee 10
1lOol. C1eclitReporl 10
BO!>. lenders Inspection Fee
806. Tax Svs. Fee
807. FoadCMf.
aoe.
809.
810.
811.
900. tTEIIIS REQUI::lED BYLE/IIDER TO BE f>AIO 1/11 ADVANCE
\lO\.lnlerestlrom 10 10/07 \010 31 07 @$ Jcay
\lO2. Mortgage Insurance Premium 10' mo. 10
903. Hazard IrSUl61nCe PierrJurn lor yrs.10
~. ~s,to
49.78
;"mo.
Ima.
imo.
imo.
imo
jmo,
imo
Imo.
ilQS.
1000. RESERVES DEPOSITED WITH LENllEIl FOR
:001. Hazard lnsuran:::a mQ, @ $
1002. "'orlgage Insurance mo. @$
1003. CiWrrowr, lax r:lO. @ $
1004. Courly tax ",0. @ $
1005. Assessments mo. Ii $
'006. MO@$
1007. MO @$
1008. MO. @$
1100. TITLE CHARGES
! 101. S~tt1ement""elMing !eele
1102. Absllael or lilie sear=h Ie
1100. Tille eX.rlination Ie
1104. Titie insurance binder 10
1 \050. [)c,cume.'lt preparation 1c
110&. Notary laes Ie
1107. Attorney's leas fa
(includ9S above items No.:)
i 108. Tbte Jnsurance 10
(includes above ilems No.:)
1109. lender's c.over8;le $
11fO. Owner's coverage $
~13. 73
LOU MARTIN,
CASH
ESQ.
PA PROPERTY SETTLEMENTS
175,000
i 1\ 1-
tf2
, 13.
200 GOVERNMENT RECORDING P.ND TRANSFER CHARGES
:201. Rgcordirig ft:.'€s Deed $ 38.50 Mortg~e $ Misc. $ 38.50
202 Cilylcoun:y la,}slamps: Deed $ 1750. DOMortgage $ 1750.00
203. Slale lax/stamps: Deed $ 1750.00Mortgaga1. 1750.00
204
20~ !
300. ADDlTIONJll SI:TTtE"'ENTcIfJlFlGES
301. Survey 10 i
302. Pest Jns::l9Cticrl Ie P,,'NS INSPECT 45 .CD I
303. 07 SCHOOL BONNIE MILLER , 1364.75
30'. HOME WARR. AHS 485.00
305.
400 TOTAL SETTLEMENT CHARGES 'g~ler on lines 103 and 502. SecljonoJ aM K) 3340.63 14449.75
-
PDrt,o.S ....g4" 'llal ho Iiawlify is assumed bV Settlsmenl A"anl iortlle 8GGUfacy nllnlnmaUo.. lUmllioh1l'd b\,t oU'erl';;~ 51\0'"," or t...a HOD.' S;:!lOemcnl Sla'emerd. SoUI~Il' lI,~lJ"t hereby C~[lrc:>5t'f
'O~"""':!S '.hefigt.t.ICl' de~ iMy ~~s co~d Ior'dts.b~;" all inlercst bearirlQ' ;r-;courrtin :r ~IJlyilT!tlr()cr-If1s11r1jliO' and Ie> Cf~rJlt ~l1y j,,~,..~!! 1;01)- 1!!.!f'I'!!d lao il!; ~..,[\ aC<,;O\).",l a~ :mdil~a!
~on'pV..1 or, lor its. ~Nic.s in \"i~ :flln~a.di90,
HUO CERTIFICATION OF BUYEAS AND SELLERS
1 have cafefult; tev~WQd \t\e :-<<..10-1 Seltlerf'lCmt S\atamenl anC11a t,)Q b~&t o~ MY ilr:owledge and belief, it i$ & true and accurate statemQrll of all rc-ce'pt~ al1d d 5bursemert~
~~ ;;;~-~".~..~~oiJt-T
. '---L-oM :C.c---' , ,_ _ / ~ A Q;c e. '- v 'jt>t'
u,,,,, Of "ouow."', &l9''''.'G s.ua,..s;go., '---'
uycr':>> AlSOr'liISJi & PrTl)nc:
Scllor's New Addrc50S &. PhCf'tr.
t\C HU .1 SeW ,-.enl Statement w;,i;;~ [ na'". ~raP4:lrc.d is a true .and aC~lIr<'lll!!'account Of ImS trlmHelion I helVE' ceused Of will calJ~ It\e tund$.~<l!J,~ di~rS90 in aC(:t)fda,n:.e wilh 1his SlalomGl,..1.
10/.0/0'7
D-,.Iil:!
. to kno-wingly make IlllSiC s1aterr,enls 10 the Unllect SUllies Oil '''''5 or any !i:nbar f(l;I11. Pen.afties. !JpOn GOrwicHon can melute a line Lftd Irnprison""ltn!, ~()I de1a.!\~ ~Cr
. ~~ Sed-1M tOOl and 3~chQCI. \01il rlUll.l Rev. .5,186
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LAST WILL AND TESTAMENT
OF
TERRY L. ZENTZ
I, TERRY L. ZENTZ of 20 Grinnel Drive, Lower Allen Township,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking all
other Wills and Codicils previously made by me.
ITEM I: I direct that payment of all my just debts,
expenses of my last illness, funeral expenses, and cremation
expenses and the costs of administering my estate from my estate
as soon after my death as conveniently may be done.
ITEM II: It is my will that my body be cremated.
ITEM III: I give, devise and bequeath all of the rest,
residue and remainder of my estate, of every nature and wherever
situate, together with all insurance policies thereon, unto my
spouse, Linda L. Zentz, providing my said spouse shall survive me
by ninety (90) calendar days.
ITEM IV: Should my said spouse predecease me or die on
or before the ninetieth (90th) day following my death, I gl ve,
devise and bequeath all of the rest, residue and remainder of my
estate of every nature and wherever situate, together with all
1
insurance policies
thereon,
to my three children,
namely,
Elizabeth A. Chilton, Gerald E. Smith, Jr., and Tamara L. Zentz
absolutely, share and share alike; in the event any of my children
predeceases me or dies within ninety (90) days of my death, then
his or her share to go equally to his or her children then living,
and if not survived by any child then his or her share to go
equally to my surviving said children.
ITEM V:
I nominate, constitute and appoint Linda L.
Zentz, my spouse, as the sole Executrix of this my Last Will and
Testament,
to serve without bond.
In the event of the
renunciation, death, resignation, refusal or inability to act for
any reason whatsoever of the said Linda L. Zentz, I nominate,
constitute and appoint
Gerald E. Smith, Jr. my son to be sole
Executor
of this my Last Will and Testament, to serve without
bond and if he refuses or is unable to act for any reason then
Tamara L. Zentz, my daughter to sole Executrix.
Will
and Testament,
set my
hand
this
to this my Last
77. day of
/,4.; -
IN WITNESS WHEREOF,
I, Terry L.
Zentz, have,
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2007.
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"_e'vi "''-/ /7,,/'::<:: " (SEAL)
:J'eiry/L. . Zentz
Signed, sealed, published and declared by Terry L. Zentz, the
above named Testator on the i).,_l Ii day of
JI} .ivi<;,t" '3t::,:L , 2007, as for his Last Will -and Testament, In
the presence of us, who, in his presence, and in the presence of
each other, have, at his request, subscribed our names as
witnesses hereto.
2
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\ Name
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Name i
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residing at
residing at
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
SS
WE, the undersigned, the Testator and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn and qualified according to law, do hereby
declare to the undersigned authority that we were present and saw
the Testator sign and execute the instrument as his Will, and that
he had signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testator, signed
the Will as witnesses and that to the best of their knowledge, the
Testator was at that time eighteen years of age or older, of
sound mind and under no constrain or undue influence, and I, the
said Testator, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament, that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.: ,
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.<testator. "<,r
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(.' )~i tness
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Sworn to and subscribed before
me this pi,. Tday of NPlSii'AfR., 2007 .
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Notary Public' '._
My Commission Expires: I" \ t\ i.1
sa!JBIOf~ j'J U01<"',0<;":'. "'<'Iqw~ .
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600l '6 ~ 'UBr Sa.lfdx:i l:l()jSSIUlU.lOO ^w
,{juno:J )jJo A "(W.,l MSINted
::l!lQnd NElON 'Sle^w '3 lJSClOl:i
rees 1l:l!JBlON
VINVA1ASNN3d ::10 H.L1V3MNOWVllOO
COMMONWEALTH OF PENNSYLVANIA
Notarial
Robert E My Seal
F" " ers, Notary Public
I " ai/View Twp.. York Co ""ty
1 MYC.ommissJ(JI1~:Yr"'" u".
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