HomeMy WebLinkAbout08-26-08 (2)15056041125
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
Po BOX 2sosol 2 1 0 7 1 1 2 0
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 9 2 1 4 7 4 7 1 1 2 0 3 2 0 0 7 0 1 1 7 1 9 2 6
Decedent's Last Name Suffix Decedent's First Name MI
R u s s e l l P a u I 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
0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
D A V I D H S T O N E E S Q U l R E 7 1 7 7 7 4 ~7, 4 3 5
Firm Name (If Applicable) I REGISTER-Af WILLS U$E ONLY'
~
S T O N E L A F A V E R S H E K L E T S K I -
`~ -
First line of address -~~ ; . ~
_ .-, ~ '
4 1 4 B R I D G
E
S T R E E T „~
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Second line of address _
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'
_ _. _.
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City or Post Office
State ZIP Code 'DATE FILED f'
i ~:
N E W C U M B E R L A N D P A 1 7 0 7 0
Correspondent's a-mail address: DSTONE(cilSTONELAW.NET
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.
SIC' TURE OFIP\ER~Sq~ SPONSIB~LE, FJOR FILING RETURN DATE
~~c ~Wt c~r ~~c _ X ~ - U v
ADDRESS ~-'
605A EVERGREEN STREET NEW CUMBERLAND PA 17070
Slr~DLhFH A R OTHER THAN REPRESENTATIVE DApTE'
414 BI~i6GE STREET NEW CUMBERLAND PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125
15056042126
REV-1500 EX
Decedent's Social Security Number
~ecede~t's Name: PBUI L. Russell 1 9 2 1 4 7 4 7 1
RECAPITULATION
1. Real estate (Schedule A) ........................................ 1. 2 3 4 2 0 9 1 0
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. 5 2 0 5 2 7 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6.
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
(Schedule G) ~ Separate Billing Requested ..... .. 7. 7 6 6 4 7 4 6
8. Total Gross Assets (total Lines 1-7) .................... ..... .. 8. 3 6 2 9 0 9 3 1
9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9. 2 7 8 5 7 . 6 5
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ..... ..... .. 10.
11. Total Deductions (total Lines 9& 10) .................... ..... .. 11. 2 7 8 5 7 6 5
1:?. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 3 3 5 0 5 1 6 6
13. Charitable and Governmental 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. 3 3 5 0 5 1 6 6
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
1:5. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.o _ 0 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 3 3 5 0 5 1 6 6 1 g. 1 5 0 7 7. 3 2
17. Amount of Line 14 Yaxable
at sibling rate X .12 0 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18, 0. 0 0
19. Tax Due ................................................19.
e.'0. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042126
1 5 0 7 7. 3 2
15056042126 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 07 1120
DECEDENT'S NAME
Paul L. Russell
STREET ADDRESS
81 Hummell Avenue
__
CITY _ ,STATE ZtP
Lemoyne ~ PA 17043-
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
e. Prior Payments 14,000.00
C. Discount 786.34
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(1) 15,077.32
Total Credits (A + g + C) (2) 14,786.34
Total Interest/Penalty (D + E )
4. If Line 2 i;> 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.
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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
0.00
(4) 0.00
(5) 290.98
(5A)
(56)
Make Check Payable to: REGISTER OF WILLS, AGENT
290.98
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 : ................................................................. ..... ^ O
b. retain the right to designate who shall use the property transferred or its income; .......................... ^
..... X
c. retain a reversionary interest; or ........................................................................................... ..... ^
^
0
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? ................................................................................. ...... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... ...... ^ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................ ...... ^X ^
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) perrcent [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. §91111 (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 irnposed 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)J.
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)]. Asibling 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 + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Paul L. Russell 21 07 1120
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 orooertv which is jointly-owned with right of survivorshia must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ Property located at 605A Evergreen Road 146,209.10
Fairview Twp, Cumberland Co., PA at assessed value 111,610 times CLR 1.31
2 Property located at 81 Hummel Ave. Lemoyne
Cumberland Co., PA sold to Vogelsong Investment Properties, LLC on
February 13, 2008
88,000.00
TOTAL (Also enter on line 1, Recapitulation) ~ ~ 234,209.10
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INFRERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Paul L. Russell 21 07 1120
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~. Allstate refund 19.14
2 Leffler Energy-refund on oil 611.81
3 Misc. deposit 46.00
4 Monies received from Estate of Roy R Greegor Jr. 6,765.44
5 PNC Bank-Checking Acct #5140054599 20,601.41
Princ. $20,601.41, Int. $4.16
6 PNC Bank-Checking Acct #5140054599 -Accrued Interest 4.16
7 PNC Bank-Savings Acct. #5080042966 23,892.13
Princ. $23,892.13, Int. $35.34
8 PNC Bank-Savings Acct. #5080042966 -Accrued Interest 35.34
9 Reimb. on taxes from 81 Hummel Ave. prop 72.66
10 Telephone refund 4.66
TOTAL (Also enter on line 5, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-981
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
ESTATE QF FILE NUMBER
Paul L. Russell 21 07 1120
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM INCtUDE THE NAME OE THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
NUMBER THE DATE OF TRANSFER. ATTACH A COPY CF THE DEED FOR REAL ESTATE.
PNC Investments-Transamerica Annuity
#0?_MFB008659 -beneficiary Paula Hildebrandt
DATE OF DEATH % OF DECD'S I EXCLUSION
VALUE OF ASSET INTEREST (IF APPLICABLE)
76,647.46 100.
TAXABLE
VALUE
76,647.46
TOTAL (Also enter on line 7 Recapitulation) I $ 76,647.46
(If more space is needed, insert additional sheets of the same size)
REV-1511 EA: + (12-99)
COMMQNWEALTH OF PENNSYLVAN4A
INHERITANCE TAX RETURN
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
t~ I A t t ut- FILE NUMBER
Paul L. Russell 21 07 1120
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~. Auer Memorial-services rendered for funeral 70.92
2 Auer Memorial-services rendered for funeral 1,475.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees David H. Stone, Esquire 17,516.00
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
a. Probate Fees Register of Wills, Cumberland Co. 410.00
5 Accountant's Fees
6. Tax Return Preparer's Fees
~ PNC Bank-check printing fee 17.00
2 PNC Bank-wire transfer fee 22.00
3 PNC Bank-2 wire transfer fees 44.00
4 Cumberland Law Journal-advertising grant of letters 75.00
5 ~ PAWC-water services 4.00
6 Settlement costs ($7892.36} less reimb ($756.15) 7,136.21
7 PPL Corp-services at Lemoyne prop 43.96
8 PAWC-water service at Lemoyne prop 26.56
9 Verizon-service at Lemoyne prop 22.91
10 Boro of Lemoyne-sewer & trash at 81 Hummel prop 116.00
11 PPL Corp-services at prop 6.53
12 PAWC-water service at prop 27.00
TOTAL (Also enter on fine 9, Recapitulation) 3 27,857.65
(1f more space is needed, insert additional sheets of the same size)
Continuation of REV-15001nheritance Tax Return Resident Decedent
Paul L. Russell 21 07 1120
Decedent's Name Page 1 File Number
Schedule H -Funeral Expenses ~ Administrative Costs - 67,
ITEM
NUMBER DESCRIPTION _ AMOUNT
13 Fairview Twp-sewer & trash at prop 51.00
14 Fairview Twp.-sewer & trash at 605A Evergreen prop 51.00
15 PPL Corp-services at prop 27 21
16 PAWC-water service at prop 18.18
17 PPL Corp-services at prop 20.74
18 PAWC-water service at prop 17.50
19 The Patriot News-advertising grant of letters 128.93
20 Register of Wills-filing Inheritance Tax Return and Inventory 30.00
21 Reserve for closing expenses 500.00
SUBTOTAL SCHEDULE H-B7 I 844.56
REV-1513 EX + (g-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Paul L. Russell ~~ n~ „ten
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 ouVight spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1 Paula Hildebrandt Transamerica annuity $76,647.46 Lineal 275,051.66
605A Evergreen Road Residue of estate 198,404.20
New Cumberland PA 17070-
2 Mary Peters Lineal 15,000.00
54 Notch Road
Duncannon PA 17020-
3 Holly Hildebrandt Lineal 15,000.00
1118 Evening Ridge
Henderson NV 89052-
4 Michael Hildebrandt Lineal 15,000.00
605A Evergreen Road
New Cumberland PA 17070-
5 Amber Hildebrandt Lineal 15,000.00
605A Evergreen Road
New Cumberland PA 17070-
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N 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.
E.. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
fiOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
PAUL L. RUSSELL
I, PAUL L. RUSSELL, of the Borough of Lemoyne, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I: I direct that my Executrix hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I bequeath the sum of Fifteen Thousand ($15,000.00)
Dollars to my granddaughter, MARY PETERS.
ITEM III: I devise and bequeath the sum of Thirty Thousand
($30,000.00) Dollars to the Trustee hereinafter named, IN TRUST, for
the following uses and purposes:
A. The Trustee shall divide the principal into two equal
and separate shares so that there shall be one share of Fifteen
Thousand ($15,000.00) Dollars for my granddaughter, HOLLY HILDEBRANDT,
and one share of Fifteen Thousand ($15,000.00) Dollars for my grand-
son, MICHAEL HILDEBRANDT, said shares to be held IN FURTSER SEPARATE
TRUST, for the following uses and purposes:
B. To pay the net income therefrom to the grandchild in
such periodic installments as Trustee shall find convenient, but at
least as often as quarter annually.
Page 1 of 6
C. To expend and apply so much of the principal of the
Trust as the Trustee shall, in her sole discretion, deem advisable
during illness or emergency, after taking into consideration the
grandchild's readily available assets and sources of income.
D. When the grandchild reaches the age of thirty-five (35)
years, he or she may, upon written demand to the Trustee withdraw the
entire remaining balance of the trust principal and accumulated or
undistributed income. Should the grandchild die before receiving the
balance of the trust principal and income, the trust shall be termi-
nated and the undistributed principal and income shall be distributed
to my issue, per stirpes.
ITEM IV: I devise and bequeath the sum of Fifteen Thousand
($15,000.00) Dollars to the Trustee hereinafter named, IN TRUST, for
my great-granddaughter, AMBER AILDEBRANDT, for the following uses and
purposes:
A. To expend and apply so much of the net income and the
principal of the Trust, as the Trustee shall, in her sole discretion,
deem advisable for my great granddaughter's support and education
(including education in college, trade school or graduate school)
after taking into consideration her parents' readily available assets
and sources of income.
B. When AMBER HILDEBRANDT reaches the age of twenty-one
(21) years, he or she may, upon written demand to the Trustee withdraw
the entire remaining balance of the trust principal and accumulated or
undistributed income. Should my great-granddaughter die before
Page 2 of 6
receiving the balance of the trust principal and income, the trust
shall be terminated and the undistributed principal and income shall
be distributed to my issue, per stirpes.
ITEM V: I devise and bequeath all the rest, residue and remain-
der of my estate, of every nature and wherever situate, to my
daughter, PAULA HILDEBRANDT.
ITEM VI: I appoint my Executrix and her successors guardian of
any property which passes, either under this will or otherwise, to a
minor and with respect to which I am authorized to appoint a guardian
and have not otherwise specifically done so, provided that this ap-
pointment of a guardian shall not supersede the right of any fiduciary
in its discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have the
power to use principal as well as income from time to time for the
minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make payment
for these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM VII: The interests of the beneficiaries hereunder shall not
be subject to anticipation or to voluntary or involuntary alienation.
ITEM VIII: I appoint my daughter, PAULA HILDEBRANDT, Trustee of
any trust created under this my Last Will and Testament.
ITEM IX: I appoint my daughter, PAULA HILDEBRANDT, Executrix of
this my last will.
Page 3 of 6
ITEM X: I direct that my Executrix and Trustee or her successors
shall not be required to give bond for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I, PAUL L. RUSSELL, have hereunto set my hand
and seal this a~ ~ day of , 1994.
PAUL L. RUSSELL
SIGNED, SEALED, PUBLISHED and DECLARED by PAUL L. RUSSELL, the
Testator above named, as and for his Last Will and Testament, and in
the presence of us, who at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses.
Witness' Address
P..r~
Witness
~~
Address
COMMONWEALTH OF PENNSYLVANIA:
:SS:
COUNTY OF CUMBERLAND
I, PAUL L. RUSSELL, the Testator whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
Page 4 of 6
to law do hereby acknowledge that I signed and executed this instru-
went as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
PAUL L. RUSSELL
Sworn to or affirmed to and acknowledged before me by PAUL L.
RUSSELL, the Testator, this ~ ~ ~ day of `1~~~+~.~/ , 1994 .
~~~ ,
Notary Public
NOTARIAL S[AL
CO`d~T,""'K l., f;~.RLI, NOTARY PU9LIC
i,:_~' (,~" ~."?i A'dD. PA (~~iG~R(,Pd9D CO.
M'i CO;;~~,~ciJN EXPIRES A"RIL 13, 1995
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
o~___-
We, ~.*~ !~ J ~'~`.~ and ~.-!~ ~ ,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
Page 5 of 6
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence. - /
l
.. r ~ <'
Witness
o~~
'~.,«
Witness
Sworn to or affirmed to and acknowledged before me by
', ~~, ~~ t.~ J''[Z;~;~. and ~ru l'1'- - ~~'~-~-1
t
witnesses, this ~~ S day of ~i,7u~~--. , 1994
ct.~
Notary Public
NOTARIAL SEAL
CO~~STA~r,E L. KAR~I, t;~?rn.RY PUBLIG
~~%~! (l"'BLRiAt~~, F'A C!;`•~S~RLAaD CO.
M'i COi'~i°,ISSIdt1 EXPiitcS Ai=kll 13, 1995
Page 6 of 6
rr ~,ded`.R l~ SS E L LF. STA'f'E vogelsong-execdeeS
Parcel #12-21-0265-334
DEED
___-.
THIS INDENTURE made the ~~J day of k'-~,~Y~l~ in the year 2008, between
PAULA HILDEBRANDT, Executrix of the Last Will and Testament of Paul L. Russell, late of the
Borough of Lemoyne, County of Cumberland and Commonwealth of Pennsylvania, of the first part,
hereinafter called the Grantor,
-AND-
VOGELSONG INVESTMENT PROPERTIES, LLC, of the second part, hereinafter called
the Grantee;
WHEREAS, the said Paul L. Russell, became in his lifetime seised, as of fee, of and in to a
certain tract of land, together with the improvements thereon erected, situate in the Borough of
Lemoyne, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described
hereinafter; and being so thereof seised, died on December 3, 2007, having first made his Last Will and
Testament in writing dated November 21, 1994, duly probated and registered in the Office of the
Register of Wills of Cumberland County on December 11, 2007., wherein and whereby he appointed as
Executrix, the said Paula Hildebrandt, to whom Letters Testamentary were duly issued by said Register
of Wills on December 1 1, 2007, wherein and whereby said premises hereinafter described were not
specifically devised, all as in and by said Will and the records of said Register of Wills more fully
appears;
NOW TNIS INDENTURE WITNESSETH, that the said Grantor, for and in consideration of
the sum of Eighty-Eight Thousand and NO/100 088,000.00) Doliars, which has been paid to her by the
-1-
granted, bargained, sold, aliened, released and confirnied, and by these presents does grant, bargain, sell,
alien, release and confirm unto the said Grantee,
ALL THAT CERTAIN lot of ground situate in the Borough of Lemoyne, Cumberland County,
Pennsylvania, more particularly bounded and described as follows:
BEING Lot No. 26, Block "A" on the Plan of Lots known as Plan No. 1 of Riverton, which Plan is
recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "J",
Volume 4, Page 40; said Lot fronting on Hummel Avenue 35 feet and extending back the same width
150 feet to Apple Alley.
HAVING THEREON ERECTED a cement block bungalow known as No. 81 Hummel Avenue,
Lemoyne, Pennsylvania.
BEING THE SAME PREMISES WHICH the Administrator of Veterans Affairs, an Officer of the
United States of America, by deed dated March 12, 1986, and recorded March 24, 1986, in the Office of
the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Record Book U-31, Page 14,
,granted and conveyed unto Paul L. Russell and Ilse Russell, his wife. Isle Russell died on April 1 1,
1994, thus by operation of law vesting title in Paul L. Russell, deceased.
TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages,
waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever,
thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and
profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of him, the
said Paul L. Russell, at and immediately before the time of his decease, in law, equity, or otherwise
howsoever, of, in, to or out of the same.
TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings
and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and
intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use and
behoof of the said Grantee, forever.
-2-
And the said Grantor, for herself and her respective heirs, executors and administrators, does
covenant, promise and agree to and with the said Grantee, his heirs and assigns, that she, the said
Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises
hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the day and
year first above written.
Witn
c ~'
~c.~.~i~:~ \'t ~~~. <~_:,~~ ~~~; ~~c~; ~k- (SEAL)
PAULA HILDEBRANDT, Executrix of the Last
Will and Testament of Paul L. Russell
COMMONWEALTH OF PENNSYLVANIA
I,, ~ ~ SS:
COUNTY OF Ct~~~~ an
On this, the ~ `~ day of ~.~`pY,,l~, 2008, before me a Notary Public, the
undersigned officer, personally appeared PAULA DEBRANDT, Executrix of the Last Will and
Testament of Paul L. Russell, known to me or satisfactorily proven to be the person whose name is
subscribed to the within instrument, and acknowledged that she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial
COMMONWEALTH OF PENNSYLVANIA
N07ARIAt. SEAL Notary u lic
KATHLEEN KEIM, Notary Public
New Cumberland f3oro., Cumt~erland Co.
My Commission Expires Dec. 5, 2010
-3-
I hereby certify that the precise address of the Grantee is:
Attorney for
-4-
~~
r..vv~ J~nC~VL'U~tl~l.vc[)ttNwUI.YHULRd[IIM-executorsdeed.wjx]
PARCEL 4x`27-000-05-0033-00-00000
}'~ t. C C3~i i~ U---I-'iH1 t'.7
DEED ~'~:.~:~_,{.z~,c +,iP` y'}~::r!~: ~;F:~_,l L.
,..
~~~fti~ .~::~~~r~ ; ; . r~E:r;. ;:,~ri~~uar~,~iA
THIS INDENTURE made the ~_ day of , (~1____G c~, in the year 2008, between
PAULA R. HILDEBRANDT, individually and as Executrix of the Last Will and Testament of PAl1L L.
RUSSELL, late of the Borough of Lemoyne, County of Cumberland and Commonwealth of Pennsyl-
vania, and TIMOTHY J. HILDEBRANT, her husband of the first part, hereinafter called the Grantors,
- AND -
PAULA R. HILDEBRANT and TIMOTHY J. HILDEBRANDT, husband and wife, of the second part,
hereinafter called the Grantees;
WHEREAS, the said PAUL L. RUSSELL became in his lifetime seised, as of fee, of and in to a
certain tract of land, together with the improvements thereon erected, situate in the Borough of
Lemoyne, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described
hereinafter; and being so thereof seised, died on December 3, 2007, having first made his Last Will and
Testament in writing dated November 21, 1994, duly probated and registered in the Office of the
Register of Wills of Cumberland County on December 11, 2407, wherein and whereby he appointed as
Executrix, the said PAULA R. HILDEBRANDT, to whom Letters Testamentary were duly issued by
said Register of Willson December 11, 2007 wherein and whereby said premises hereinafter described
were not specifically devised, all as in and by said Will and the records of said Register of Wills more
fully appears;
NOW THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration of
the sum of ONE AND 00/100----------($1.00)---------- Dollar, which has been paid to her by the said
-1-
Grantees at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has
granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell,
alien, release and confirm unto the said Grantees,
ALL that certain piece or parcel of land situate in the Township of Fairview, County of Yark
and State of Pennsylvania, more particularly bounded and described as follows: to wit:
BEGINNING at a concrete marker on the easterly line of Evergreen Road, also known as
Township Road T-970, and the southerly line of Lot No. 150 on the hereinafter mentioned Plan of Lots;
thence North 66 degrees 10 minutes East along Lots Nos. 150, 151 and 152 a distance of three hundred
sixty-three and seventy hundredths (363.70)feet to the westerly line of Summer Lane (20 feet wide);
thence along Summer Lane, South 35 degrees 39 minutes East a distance of eighty-nine and three
hundredths (89.03) feet to a stake; thence still along Summer Lane, South 45 degrees 40 minutes East a
distance of eighty-eight and thirty hundredths (88.30) feet to a stake at land of Waddell; thence along
land of Waddell, et al, South 59 degrees 36 minutes West a distance of one hundred eighty-seven and
thirty hundredths (187.30) feet to an iron pin; thence South 06 degrees 36 minutes West a distance of
thirty-six and ten hundredths (36.10) feet to railroad spike in the center of a ten (10) foot right-of--way;
thence through said ten (10) foot right-of--way, North 46 degrees 24 minutes West a distance of thirty
(30) feet to a railroad spike; thence South 59 degrees 36 minutes West a distance of eighty and three
tenths (80.3) feet to a stake at Lot No. 171 on said Plan; thence along Lots Nos. 171 and 170, North 26
degrees 17 minutes West a distance of one hundred eighty-four and thirty-five hundredths (184.35) feet
t:o the northerly line of Lot No. 170; thence along Lot No. 170, South 63 degrees 43 minutes West a
-2-
distance of one hundred ten (110) feet to Evergreen Road; thence along Evergreen Road, North 26
degrees 17 minutes West a distance of twenty-three (23) feet to a concrete marker, the place of
BEGINNING.
THE ABOVE DESCRIBED tract of land is from a survey made by D. P. Raffensperger, R.S.,
on June 7, 1963, and the lots mentioned in said description are the lots shown on the Complete Plan of
Reeser's Summit as recorded in the York County Recorder's Office in Deed Book 27-Y, page 7UU.
SAVING AND RESERVING, NEVERTHELESS, an easement in favor of Lot No. 1 SU on
said Plan as recorded in Deed Book 41-5, page 163, together with the right to a ten (10) foot driveway
running from the land herein conveyed in a southeasterly direction to Orchard Road, said driveway
being reserved by Annie S. Black in Deed recorded in Deed Book 41-D, page 444, and Deed Buok 37-P,
page 526.
HAVING THEREON ERECTED a one story dwelling and garage.
BEING a part of the same premise which Annie S. Black, widower, by deed dated Jufy 9, 19f~a
and recorded in the York County Recorder's Office in Deed Book 54Q, Page 209, granted and conveyed
unto Paul L. Russell and Ilse Russell, his wife. Isle Russell died on April l 1, ] 994, thus by operation of
law vesting title in Paul L. Russell, deceased.
TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages,
waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever,
thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and
profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of them,
-3-
the said decedent, PAUL L. RUSSELL, at and immediately before the time of their decease, in law,
equity, or otherwise howsoever, of, in, to or out of the same.
TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings
and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and
intended so to be, with the appurtenances unto the said Grantees, to and far the only proper use and
behoof of the said Grantees, forever.
And the said Grantors, for their selves and their respective heirs, executors and administrators,
do covenant, promise and agree to and with the said Grantees, their heirs and assigns, that they, the said
Grantors, has not heretofore done or committed any act, matter or thing whatsoever whereby the
premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered
in title, charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seal the day
~c~cY ~~ ~~'.c~~~. 4tieG r<<~~~ SEAL
PAULA R. HILDEBRANDT ,individually and
as Executrix of the Last Will and Testament oi-
Paul L. Russell
;~
ww'
' (SEAL)
TIMOTHY J.. ILDEBRANDT
-4-
and year first above written.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
On this, the ~~ day of~~~,~\V~,.. , 2008, before me a Notary Public, the
undersigned officer, personally appeared PAULA R. HILDEBRANDT, individually and as Executrix
of the Last Will and Testament of Paul L. Russell and TIMOTHY J. HILDEBRANDT, known to me or
satisfactorily proven to be the persons whose names are subscribed to the within instrument, and
acknowledged that they executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
--~-~` \
COMMONWEALIN OF PENNSYIVANiA
NOTAfliAL SEAL Notary Public
CAROL L. TROXELL, Notary Public
New Cumberland Bata. Cumberland Co.
My Commission Expires Dec. 27, 2009
I hereby certify that the precise address of the Grantees is 605A Evergreen Road, New
Cumberland, PA 17070.
-5-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280603
REALTY TRANSFER TAX
STATEMENT OF VALUE
State Tax Paid
Book Number
See Reverse for Instructions
Page Number
Date Recorded
Complete each section and file in duplicate with Recorder of Deeds when (1) the Tull valuelconsideration is not set forth in the deed, (2) when the
deed is without consideration, or by gift, or (3) a tax exemption is claimed. A Statement of Value is not required if the transfer is wholly exempt from
tax based an: (1) family relationship or (2) public utility easement. If more space is needed, attach additional sheet(s).
_A. CORRESPONDENT -All inquiries may be directed to the following person:
Name Telephone Number:
AVID H. T NE UiRE 717 - 774- 74
Street Address City State Zip Code
B. TRANSFER DATA Date of Acce tance of Document
Grantor(s)/Lessor(s) Grantee(s)/Lessee(s)
Street Address I Street Address
Cit State Zip Code Ci State Zi Code
y tY P
NEW CUMBERLAND PA 17070 NEW CUMBERLAND PA 17070
C. PROPERTY LOCATION
Street Address City, Township, Borough
0 A EVER REEN R AD FAIRVIEW TOWNSHIP
County School District Tax Parcel Number
YORK 27- 00-05- 033-00-000 0
D. VALUATION DATA
1. Actual Cash Consideration 2. Other Consideration 3. Total Consideration
1 + = 1. 0
4. County Assessed Value 5. Common Level Ratio Factor 6. Fair Market Value
11 1 .0 x 1. 1 = 14 2 .1
E. EXEMPTION DATA
1 a. Amount of Exemption Claimed 1 b. Percentage of Interest Conveyed
_1.000 1 0°
2. Check Appropriate Box Betow for Exemption Claimed
Will or intestate succession PAUL L RUSSELL 2007-01120
(Name of Decedent) (Estate File Number]
^ Transfer to Industrial Development Agency.
^ Transfer to a trust. {Attach complete copy of trust agreement identifying all beneficiaries.)
^ Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.}
^ Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu
of condemnation. (if condemnation or in lieu of condemnation, attach copy of resolution.)
^ Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number
^ Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
^ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
^ Other {Please explain exemption claimed, if other than listed above.)
Under penalties of law, I declare that I have amined this Statement, including accompanying information, and to the best
of my knowledge and belief, it is true, c ec and complete.
Signature of Correspo a Date //Jf I)
,~ ,jj"cl'Ju
FAILURE TO CO~~ETE..~46-f'6RM,~OPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN
THE RECORDER'S REFUSAL TO REC RD THE DEED.
~ PN~BAN~
The Thinking behind The Money
December 24, 2007
Stone, Lefever Bc Shekletsla
Attorneys at Law
414 Bridge St
PO Box E
New Cumberland, PA 17070
It,E: Paid L Russell (Deceased)
SSN: 192-14-7471
DC}D: 12-03-2007
Dear $ir or Madam:
In response to your request For Date of Deatlx COes for the customer noted above, our
records show the following:
Checking Account
Accourn # 5140054599 Established OS-0.1-1973
PAUL L RUSS>rLL
DOD balaace: $20,601.41 + 4.i6 accr-ied interest
Savings Accannt
Account # 50800429bb >vstablished 04-25-1994
PAUL L RUSSELL
DOD ba]ance: X23,892.13 + 35.34 accrued interest
?he decedent maintained Investment Account # 69381624, For further information, you
may all the Brokerage DeparbQaent at 1-$00-762-6111.
Page 1 of Z
Please note that this ofFice only provides date of death balances far deposit accounts
(IItAs, Cps, Ctaecking and Savings accounts). We do not proees9 any rinancial
transactions or provide statements If you need assistance with any of thesc items,
please call 1-888-PNC-B,A.NK (i-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
Colleen Crowder
1-800-762-1775
P7-PFSC-04-F
500 First Ave
Pittsburgh, PA 15219
G~~
Member FDIC
Page 2 of 2
TRANSAS-~ERICA
~ LIFE INSURANCE COMPANY
Transamerica Life Insurance Company
4333 Edgtwood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
January 2, 2008
Paula Hildabrandt
c!o David Stone
414 Bridge St PO Box E
New Cumberline PA 17070
RE» Annuity N'umber(s) 02MF8008659
Dear Paula Hildabrandt:
We have received notification, Paul Russell, annuitant of the above
listed non-qualified tax deferred annuity is deceased. Our office
wishes to extend sincere condolences for your loss.
The following is the current information on this annuity:
Annuitant:
Owner:
Primary Beneficiary:
Annuity Policy Date:
Full Value as of 01/02/2008:
Taxable Portion:
Full Value as of 12/0312007:
Paul Russell
Paul Russell
Paula Hildabrandt 100
August 15, 2fl 05
$76,855.33
$ 6,855.33
$76,647.46
The attached document reflects the options available to the
beneficiary.
The full value as of the date of death is for tax purposes only and is
not a guaranteed death benefit amount.
Opez-ations performed on an automatic basis when applicable have been
terminated, such as; Systematic Payouts or Automatic Billing.
The attached document contains general tax information based on
Transamerica Life Insurance Company's interpretation and should not be
relied upon for your personal tax planning. If you have questions
concerning the direct tax consequences when selecting an option, you
may wish to consult a tax advisor.
Member of the `,EGON. Getup
Dn~pu. D.~y~u:
ANNUItY FINANCiAI
~N TC Ftr FpiAkV
$ERViCE Awak[. Posr.Sn~e
.SERVICE Ar,~nF[~
20g6 2006
Any additional questions regarding this annuity can be directed to the
Annuity Service Center at 1-800-553-5957. A Transamerica Life
Insurance Company representative will gladly assist you with any
questions you may have regarding this annuity and help you meet your
financial goals.
Sincerely,
~~~
Katrina Holub
Transamerica Life Insurance Company
Claims
Enc;losure(s): Annuity Claimants Statement
Death Option Packet
Postage Paid Return Envelope
Death Option Packet
02MFB008659
Please submit the following documents upon selection of an option,
defined below:
• Certified copy of the death certificate indicating the manner of
death
• Original annuity policy
• Annuity Claimant's Statement
The following options are available to the beneficiary:
Delay the Lump Sum Payment up to 5 years from date of death
You will be responsible for notifying the company to remove any
remaining funds prior to the fifth anniversary of the date of death.
Include designation of beneficiary{ies) on the Annuity Claimant's
Statement
Lump Sum Payment
The death proceeds value, per the terms of the contract, will be
disbursed to you in a lump sum payment.
Settlement Option
The death proceeds will be disbursed in periodic annuity payments over
a period of time determined by the settlement option chosen, (i.e.
period/frequency) if agreed to by us.
The annuity funds will be disbursed in periodic payments over a
minimum of (5) years calculated on a minimum value of $5,000.00. The
following restrictions or requirements may also apply, depending on
the settlement option chosen and as described in the original annuity
policy:
• Period may not be permitted to exceed your life expectancy
• Annuity payments must begin within one year of the date of death
• Minimum number of annuity payments may be required
• Annuitization application will need to be submitted
If you have any further questions regarding the Settlement Option,
please contact our Customer Care Group.
Please note, regardless of which option is chosen, the taxable amount
will be reported on a Form 1099-R the January following the
distribution.
In the event the claim has multiple beneficiaries, we require only one
certified copy of the death certificate indicating the manner of
death. A separate Annuity Claimant's Statement is to be completed by
each beneficiary. Each beneficiary may choose from the options
applicable, and need not elect the same option as any other
beneficiary.
Upon receipt of the required documents from all of the designated
beneficiaries, our company mill begin processing your request.
Please contact our office for information concerning products
available to you at this time.
oenl~ lun- ~sn~_n~ss
A B. PE OF LOAN:
DEPARTMENT OF HOUSING & URBAN DEVELOPMENT
U
S 1. FHA 2.QFmHA 3. CONY. UNINS. 4. VA 5. CONV. INS.
.
. 6. FILE NUMBER: 7. LOAN NUMBER:
SETTLEMENT STATEMENT g. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked (POCJ" were paid outside the closing; they are shown here for infortnafionai purposes and are not included m the totals.
1.0 3/98 (RUSSELL EST TO VOGELSONG.PFD/RUSSELL EST TO VOGEL
D. NAME APdD ADDRESS OF BUYER:
Vogelsong Investment Properties, LLC
612 S. York Road
Dillsburg, PA 17019 E. NAME AND ADDRESS OF SELLER:
Estate of Paul L. Russell
81 Hummel Avenue
Lemoyne, PA 17043 F. NAME AND ADDRESS OF LENDER:
G. PROPERTY LOCATION:
81 Hummel Avenue
PA. 17043
Lemoyne H. SETTLEMENT AGENT: 23-1284840
Wion, Zulli & Seibert I. SETTLEMENT DATE:
February 14
2008
,
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
109 Locust Street
Hamsburg, PA 17101 ,
J. UM A Y Y TRAN A ION K. UMMA Y F ELLER' RA SA I N
101. Contract Sales Price 88,000.00 401. Contract Sales Price ', 88,000.00
102. Persona& Pro a 402. Personal Pro e
103. Settlement Cha es to Bu r Line 1400 558.14 403. ',
104. 404.
105. 405.
r
106. Ci !Town Taxes to n
406. Ci /Town Taxes to
107. Coun Taxes 02/15108 to 01!01109 382.44 407. Coun Taxes 02715/08 to 01/01/09 382.44
108. School Taxes 02!15!08 to 07!01/08 373.71 408. School Taxes 02/15/08 to 07/01/08 373.71
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BUYER 89,314.29 420. GROSS AMOUNT DUE TO SELLER 88,756.15
200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. De osit or earnest move 1,000.00 501. Excess De osit See Instructions
202. Princi al Amount of New Loans 502. Settlement Char es to Seller tine 1400 7,892.36
20a Gvicfinn ~nanrc~ taken subject to 503, Existin loans taken sub'eCt tb
20 mil/ 504. Payoff of first Mortgage
~
20 a l 505. Pa off of second Mort a e
20 506.
20 ___... _
_ _ _ -- 507. De ositdisb.as roceeds
n
2C f~
_ 508.
t.L 1.f /'r I ~CC~,
2C
(fU
/
~' d
Q ~~ 509.
~
..__
... __ _.
, _
__.__ _.__._ _____ ustments or ems n a/ a er.
2• 510. Ci !Town Taxes to
2. _..~.____ _. _. ---- --- _..____.._.___ _ _ _._._ ..----.._. _ __._..-,__ 511. Coun Taxes to
2• "~ -~
5~ .512. School Taxes to
~~
a
2 -- ~ ~ _ __ - ..__., . . ,.. _. 513.
2
~
e~~~ ~
6
5 514.
!
.
7
. /
2 _ _.... _ _.___. _ ----____ __ 515.
__. _. __.. __.
/ 7
2 ?
3
~ ~ 3 ~
Z( 516.
~
/
, .
~ ~S r!
2 517.
___ _..
_ - -... . _.___. __~..... __
518.
2 ~~~ ~~3 ~ ~
2 _..____
1,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER
7,892.36
3 600. CASH AT SETTLEMENT TOIFROM SELLER:
3 _.__.. _.. ____ ___..____.____._____._- __.._.__....__ __ . 89,314.29 601. Gross Amount Due To Seller Line 420 88,756.15
3 ( 1,000.00) 602. Less Reductions Due Seller (Line 520) ( 7,892.36
303. CASH (X FROM) ( TO) BUYER 88,314.29 603. CASH (X TO) ( FROM) SELLER '; 80,863.79
The undersigned hereby acknowledge receipt of a completed copy of pages
Buyer Vogels tme t Pro Ries, LL
BY:
J . Vogelson
1&2 of this statement ~ any att ants referretl her n.
Seller ~ a us
BY:
P ild bra utrix
Pa°e 2
L. SETTLEMENT CHARGES
700. TOT COMMISSION Ba @CI Orl PrICe ° PAID FROM PAID FROM
Division of Commission line 7D0 aS FOIIOWS: BUYER'S SELLER'S
701. $ 2,665.00 to Re/Max Realty Associates FUNDS AT FUNDS AT
702. $ 2,615.00 to The Homestead Group, InC. SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 5,280.00
704. Transaction Fee to Re/Max Real Associates 295.00
Note: Lune 701 Includes Adjustment of 25.00 For
Note: Line 702 Includes Adjustment of -25.00 For
0 IT P I
801. Loan Ori ination Fee 0.0000 % to
802. Loan Discount % to
803. Appraisal Fee to
804. Credit Report to
805. Lender's Inspection Fee to
806. Mo a e Ins. .Fee to
807. Assumption Fee to
808.
809.
810.
811.
90 .ITEM RE I D Y LENDER TO BE PAI IN A VANCE
901. Interest From to @ $ /day ( days %)
902. MIP Totlns. for LifeOfLoan for months to
903. Hazard Insurance Premium for 1.0 ars to
904.
905.
1000. RESE VE DEPOSITED WITH END R
1001. Hazard Insurance months $ er month
1002. Mort a e Insurance months $ er month
1003. Ci /Town Taxes months $ er month
1004. Coun Taxes months $ er month
1005. School Taxes months @ $ per month
1006. months $ er month
1007. months @ $ per month
1008. months $ er month
11 .TT
1101. Settlement or Closin Fee to Wion, Zulli & Seibert 100.00
1102. Abstractor Title Search to Wion, Zulli & Seibert 350.00
1103. Title Examination to
1104. Title Insurar+.ce Binder to
1105. Document Pre aration to David Stone
1106. Nota Fees to Wion, Zulli & Seibert 10.00
1107. Attorney's Fees to
includes above item numbers:
1108. Title Insurance to
includes above item numbers:
1109. Lender's Coverage $
1110. Owner's Coverage $
1111.
1112.
1113.
V N AR E
1201. Recording Fees: Deed $ 39.50; Mortgage $ Releases $ 39.50
1202. Ci /Count Tax/Stam s: Deed 880.00• Mort a e 880.00
1203. State Tax/Stam s: Revenue Stam s 880.00; Mort a e 880.00
1204.
1205.
1300. ADDITIONAL SETT EMENT CHAR ES
1301. Surve to
1302. Pest Ins ection to
1303. Sewer/WateNTrash to Borou h of Lemo a 56.64 57.36
1304. 2008 Coun /TWP Tax Escrow to Wion, Zulli & Seibert 500.00
1305.
1400. TOTAL SETTLEMENT CHARGES (Enter on Llnes 103, Section J and 502, Section K)_ _~ 558.14 7,892.36 i
By signing page 1 of this statement, the signatories acknowledge receipt of a
EST TO VOGEL / 14 )