HomeMy WebLinkAbout03-0624JAMES D. BOGAR
JENNIFER B, HIPP*
*Also admitted to New Jersey Bar
JAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN, PENNSYLVANIA 17011
e-mail mail@bogarlaw.com
October 8, 2003
TELEPHONE
(717) 737-8761
FACSIMILE
(717) 737-2086
Direct e-mail jhipl:~bogarlaw.corn
VIA HAND DELIVERY
Donna Otto
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE:
The Estate of Agnes D. Basehore
No. 21-03-0624
Date of Death: July 15, 2003
Dear Ms. Otto:
I represent the Estate of Agnes D. Basehore. Enclosed is a
check made payable to the Register of Wills in the amount of
$8,279.92, same constituting a prepayment at discount on account
of Pennsylvania inheritance taxes in the above-captioned estate.
The prepayment is determined as follows: $193,682.45 multiplied
by 4.5% or $8,715.71, less discount in the amount of 5% or
$435.79, resulting in payment of $8,279.92. Please provide me
with the appropriate receipt in this matter.
Your time and consideration in this matter are greatly
appreciated.
Very truly yours,
JENNIFER B. HIPP
Enclosure
cc: Richard H. Basehore, Executor (w/o enclosure)
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of _~nes D. Basehore
also known as
Richard H. Basehore , Deceased
Pet t oner(s), who is/are 18 years of age or older, apply(ies) for:
Social Security No. 207- 07- 7102
(COMPLETE 'A' or 'B' BELOW:)
~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 11/22/2002 and codicil(s) dated Not3.e
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Residence
(COMPLETE IN ALL CASES:)
Decedent was domiciled at death in Cumberland
or principal residence at 207 West Marble Street,
Attach additional sheets if necessary.
County, Pennsylvania with his/her last family
Borough of Mechanicsbur_~_z_ Mechanicsbur_~, PA
(list street, number, and municipality)
Decedent, then 91 years of age, died.. 07/15/2003 at Hol S irit Hos itel,
Decedent at death owned property with estimated values as follows:
(If domiciled in PA)
(If not domiciled in PA)
(If not domiciled in PA)
Value of real estate in Pennsylvania
17055
All personal property
Personal property in Pennsylvania
Personal property in County
(Location)
situated as follows: 207 W. Marble St., Mechancisburg, Cumberland Co., PA 17055
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the
letters in thee ro riate form to the un'tiers[ ~ed~ grant of
Si nature ~ -'-'-'-" '-"'-'-"- ~ ~ i-------- ---......T.._..__. __ .._.ii_.__ __
~-- d, Mechanlcsbur__~a- PA 17055
101,500.00
95,000.00
Prepared by the Pennsylvania Bar Association
Copyright lc) 1996 form software only CPSystems, Inc.
Form RW-1099~)
Commonwealth of Pennsylvania
County of Cumberland
Oath of Personal Representative
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administe
Sworn to or affirmed and subscribed ~> ~
before me thi~..~day of Richard [~. Basehore
No.
Estate of A_~.nes D. Basehore
Deceased
Social Security No: 207- 07- 7102 Date of Death: .07/15/2003
AND NOW,_ ~/-4.x~ ~ ?~i c-~)O ~-~
~ ~)" ; , ~, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~'~ Testamentary E~ Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Richard H. Basehore
in the above estate and that the instrument(s) dated 11/22/2002
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $ Z(~) 5, (_~
Short Certificate(s) ..... $ / ',~ OC)
Renunciation ........ $
Affidavits ( ) .... $
Extra Pages ( ) .... $ q ~ ~
Codicil.
JCP Fee.
......... $ /0. oo
Inventory .......... $
Other
lRegJs/ter of '~ JJ{3J ~_]"
Attorney: Jennifer B. Hipp, Esquire
I.D. No: PA 86556
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717/737-8761
TOTAL ......... $
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1099~)
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of _~snes D. Basehore
also known as
, Deceased
Richard H. Basehore
Pamela H. Basehore
(each) a subscribing witness to the [---] codicil(s) ~] will(s) presented herewith, (each) being duly qualified according to law
depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as
a witness at the request of Testator(rix) in his/her/their presence and J-~ in the presence of each other [~ in the presence of the
other subscribing witness(es).
(Signature) ~
963 West Trindle Road
(Address) Mechanicsbur~g, PA 17055
(Signature) Pamela H. Basehore
963 West Trindie Road
(Address) Mechanicsbur_~ PA 17055
Sworn to or affirmed and subscribed
before me this ~(?-~ ~ day
of ~,t~ _, o~o o3
Notary Public
My Commission Expires:
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
ul~ uURO. CUI~.Rt~#
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of instrument(s)
at time of notarization.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, inc.
Form #RW-2 (1991)
~' :p: ormatJon ,~ere given is correctly copied from an original certificate of death duly filed with me as
o-!.i.ir.t1 certificate will be forwarded to the State Vital Records Office for permanent hling.
WARNING: It is; illegal to duplicate this copy by photostat or photograph.
Fcc (or dd,s certifical:e, $2.00
P ,9331475
No.
Local Registrar
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
'%,~ ..... CERTIFICATE OF DEATH
~'
.... ~:s USUAL ~CUP~~~, '~,~ ·
~--- Whzte
Riced ~. ~s~re
-014889
......................... . , n p , due lo the c~ule(~) and [~
~o7 I¢o~,~.~ tfl~ ~{',~__~,,~',~ /70,/
LAST WELL AND TESTAMENT
OF
AGNES D. BASEHORE
I, AGNES D. BASEHORE, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my husband,
CHARLES S. BASEHORE, provided he survives me by sixty (60) days.
SECOND: Should my husband, CHARLES S. BASEHORE,
predecease me or die on or before the sixty-first (61st) day
following my death, I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, to
my son, RICHARD H. BASEHORE, provided that he predecease me, then
to my daughter-in-law, PAMELA H. BASEHORE.
THIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
{A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
mnvestment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
2
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOUR?~: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
F~H~: Ail interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
S~XH~: I nominate and appoint my son, RICHARD H.
BASEHORE, Executor of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said RICHARD H. BASEHORE, I nominate and
appoint my daughter-in-law, PAMELA H. BASEHORE, Executrix of
this, my Last Will and Testament. I direct that my Executor or
Executrix, as the case may be, and their successors, shall not be
required to post security or a bond for the Performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this~~day of
~'?W(~ , 2002.
· BASEHORE
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
4
OF
CHARLES S. BASEHORE
JAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN. PENNSYLVANIA 17011
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Agnes D. Basehore
Date of Death: July 15, 2003
Will No. 21-03-0624 Admin. No.
To the Register:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
July 31, 2003:
Name Address
Richard H. Basehore
963 W. Trindle Road
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
Date: July 31, 2003
Capacity:
Je B. Hipp, Esquire
One West Main Street
Shiremanstown, PA 17011
(717) 737-8761
Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003100
HIPPJENNIFERB ESQ.
ONE WEST MAIN STREET
SHIREMANSTOWN, PA 17011
........ fold
ESTATE INFORMATION: SSN: 207-07-7102
FILE NUMBER: 2103-0624
DECEDENT NAME: BASEHORE AGNES D
DATE OF PAYMENT: 10/09/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/15/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $8,279.92
TOTAL AMOUNT PAID:
98,279.92
REMARKS' RICHARD H BASEHORE C/O
JENNIFER B HIPP ESQUIRE
SEAL
CHECK# 1011
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
RI:V- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 171;)8-0601
OFFICIAL USE ONLY
FILE NUMBER
21-03-00624
COUNTY CODE YEAR NUMBER
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CDTNDEEE I DECEOENT'SNAME(LAST'FIRST'ANiMIDDLEINITIAL)Basehore A~nes D.
CAPB
H~RL
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~AC
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C
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A
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0
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I
0
DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR)
07/15/2003 07/01/1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE iNITIAL)
1. Original Return ~ 247! SupplementatReturn
4. Limited Estate . Future lnterest Compromise (date of death after 1Z-1Z-8Z)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
i~9. Litigation Proceeds Received I J Spousal Povertl/Credit
10.
(date of death between 12-31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
207-07-7102
THIS RETURN MUST BE FILED IN DUPLICATE W1TH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return priorto 1Z-13-8Z)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11, Ejection to tax under Sec. 9113(A)
(Attach Sch O)
NAME
Jennifer B. Hipp Esquire
FiRM NAME (If Applicable)
TELEPHONE NUMBER
717/737-8761
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Sche~lule E)
6. Jointly Owned Property (Schedule F) (6)
r"--1 Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
COMPLETE MAILING ADDRESS
One West Main Street
Shiremanstown, PA 17011
N~ne
101,916.57
N? ;e
None
22,051.28
187.96
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
· OFFICIAL ~EONLY
[~ > ,.-¢
(8) 211,071.57
(11) 22,239.24
(12) 188,832.33
(13)
(14) 188,832.33
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
188,832.33
X .0 0 (15) 0.00
X .0 45 (16) 8,497.45
X .12 (17) 0.00
x .15 (18) 0.00
19. Tax Due (19) 8,497.45
~ ~i~ :~i ~:: ~'ii ~i~i~ '/i~i'?:;~i~::'iiiiiC'i; ~i:' :: "::':':';:" ::'~ :;': '~ '::';"::': :'' *-': '"' ': "' ':'"'"'""'" '" ""'-' ~ '=' ~"'::~'~'~" '''~ ~'" ': ..... ' .... '~" "''
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
207 West Marble Street
CITY
Mechanicsbur5
STATE
?^
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
8,279.92
424.87
(1)
8,497.45
Total Credits ( A + B + C ) (2)
8,704.79
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4) 207.34
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 0.00
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; ......................... ~ ~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
d. receive the promise for life of either payments, benefits or care? ...................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ I--"1 []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. F-'I []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ r-'l []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Richard FI. Basehore DATE
_~~~~ 963 W. Trindle Road
' -- - - ....................
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Jennifer B. FIipp Fsquire DATE
lf,_,') One West Main Street .
;- .................... %!
For dates of death onVor after July 1, 1994 and before January 1, 1995, the' tax'rate imposed On the net' value of transfem to or 'for the'u;e'of th; '
surviving spouse is 3% [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 0%
[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 0% [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 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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.
Copyright (c) ZO00 form software only The Lackner Group, inc. Form REV- 1500 EX (Rev. 6-00)
REV~- 150Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE ]'AX RETURN
RESIDENT DECEDENT
ESTATE OF
Agnes D. Basehore SS~ 207-07-7102
SCHEDULE A
REAL ESTATE
07/15/2003
FILENUMBER
21-03-00624
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.
DESCRIPTION
ITEM
NUMBER
Sale of real estate - Ail that certain piece or parcel of real
estate having erected thereon a dwelling house being known and
numbered as 207 West Marble Street, Mechanicsburg, Pennsylvania.
The property was acquired by Charles S. Basehore and Agnes D.
Basehore, husband and wife, by Deed dated September 25, 1969 and
recorded September 25, 1969 in the Cumberland County Recorder of
Deeds Office, a copy of said Deed being attached hereto and
incorporated herein. The said Charles S. Basehore died December
9, 2002, whereupon full and complete title to the within
described property became vested solely in Agnes D. Basehore, the
Decedent herein. The above-described real estate was sold
pursuant to an Agreement of Sale for Real Estate dated November
7, 2003, a copy of which is attached hereto and incorporated
herein. Final settlement took plaCe on December 29, 2003. A
copy of the Deed conveying said real estate, along with a copy of
the Settlement Sheet, are attached hereto and incorporated
herein. The sale price of the real estate was $109,155.00.
TOTAL (Also enter on line 1, Recapitulation)
VALUE AT DATE
OF DEATH
109,155.00
109,155.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1502 EX (Rev. 1-97)
his nfi ntur ,
MADE THE '~ ._. / ' ~ day of ~'c. 0 't'/ '" "~ ~'~ in the year o/our Lord
on~ thousand nine hundred a~l s~xty-n2ne (~969)
BETWEEN ELLSWORTH P. MURPItY
E:ce~ or of th~ ~t Will ~ T~tam~t of Rebecca J. Cassell
~t~ of Mechanicsburg, C~berland County,
Pennsylvania, party of the Nrst ~rt, a~ CHARLES S. BASEHORE and
AGNES D. BASEHORE, his wife, of Mechanicsburg, par%iesof the s~co~ ~rt:
WHA'I~AS, thesaid Rebecca J. Cassell
bp her ~ Will and Testament, dulp ~ro~ed a~ recorded in the Ee9~teFs o~ce o/
Cumberland Caunt~, P~fi~aaia, on the 12th day
oF A,,t~u::t~, kg(,0, and remaLnLnE of record therein in Will Book ,
at. Pa~e , provided amenE ~,ther things, as feller, s:
"3- 'In the event that my said husband, Walter A.
Cassel, should predecease me, or should he die at about
the same 5ime as I so, such as in an accident common to
bo~h of us, then in such event, I direct that my entire
estate be converted into cash, and for this purpose, I
hereby authorize, empower and direct my said Executor to
sell any and all real estate which I may own at the time
of my decease, at either public or private sale or sales
and to convey the same to the purchaser or purchasers
r~hereof, by good and sufficient deed or deeds in fee
s lmple."
:~,;,,¢ol Dj'... Cumb.
NOW THIS INDENTURE WITNESSETH, that the said party of the first part, by vi.rt, e
of the powe~ and authority aforesaid, in said Will contained, and in con.~:deration of the a~m o!
Ninteen Thousand ($19,000.00)
Dolla.rs to him paid by the said part ie's of the second part, at and before the ensealing and
delivery of these presents, the receipt whereof is hereby acknowledged, has granted,
bargaiued, sold and conv~yed, and does hereby grant, bargain, sell and convey to the
said Charles S. Basehore and Agnes D. Basehore, his wife, their
heirs and a. ssig~s forever, all that certain piece or pc.reel of land altuate i~
the Borough of Mechanicsbux-g , County of Cumberland
and State of Penn,~jlvania, bounded and desoribed a~ follo,ws, to-wit:
BEGINNING at a p0tMt in West Marble Street at the Northeasterly
corner of lands now or formerly of Richard R. Knisely and wife;
thence along the line of said lands now or formerly of Richard R.
Knisely and wife.in a Southerly direction, a distance of one hundred
thirty-four (134~ feet to an Alley; thence along said Alley in an
Easterly direction, a distance of forty-three (43) feet to a point
in the line of land now or formerly of D. Wa]me Gutsha].l and wife;
thence along said land now or formerly of D. Wayne Gutshall and wife.
in a northerly direction, a distance of one hundred thirty-four (13&l
feet to a point in said West Marble Street; thence along said West
Marble Street in a Westerly direction, a distance of forty-three (43)
I'cet to ~ poi.nt ut the Northeasterly corner of land now or formerly
,~1' [~i~:l~ard [~. Knisely and wife, at the point and place ol' I31'JG1NNING.
IIAVING thereon erected a single family dwelling house known and
numbered as 207 West Marble Street, Mechanicsburg, Pennsylwlnia.
]~EING the same premises which Richard R. Knisely and F. Arlene
Knisely, his wife, by their Deed dated September 25, 1961, and
recorded in the Office of the Recorder of Deeds in and for Cumberland
County, Pennsylvania, in Deed Book "I", Volume 20, at Page 85,
granted and conveyed unto Rebecca J. Cassell, whose Executor ~is the
grantor here in.
TOGETHER with all and singular the rights, liberties, privileges, hersditaments a~ut appurtenan-
ces whatsover thereunto belonffing or an anywise appertaimno, ami the reversions and remainders,
rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and dema~.i
whatsoever of the said Rebecca J. Cassell
at and immediately
before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of
the same:
TO HAVE AND TO HOLD the said granted premises to the said Charles $. Basehore
and Agnes D. Basehore, his wife, their
heirs and assigns forever.
And
the
said
Ellsworth
Murphy, Executor as aforesaid,
Pdo-- es covenant, promise, grant and agree, to and with
the said Charles S. Basehore and Agnes D. Basehore, his wife their
heirs and as~gns, by th~z pres~, t~t he ' the said
Executor
not done, committed or k~wingly ~ ~llingly ~ffered to bz d~e, any act, matter, or thing what-
so,er, whereby the pr~es aforesaid, ~ any ~art thereof, ~, are, shall or may be charged or
ia~tmbered, in title, charge or estate, or oth~se ~wsoever.
1N WITNESS WHEREOF, the said Ellsworth P. Murphy, Exec:utor as
at'oresaid, has hereunto set his hand ami seal the
day and year above written.
Estat9 of Rebecca J. Cas~el]
' ..~,_~....~...J. ........ %.A......~.L~k~X ~ ...... xq ...........
,'" /,', , ~ ~'~ ~ Executor of the Last W~lll ~nd
.......................................................................... ) .........................................................
State of Pennsylvania Isa.
County o/ Cumberland
0~ this, the .~. ," day of
September , I~9 , before me,
the undersigned officer, personally appeared Ellsworth P. Murphy, Executor of the
Last Will and Testament of Rebecca J. Cassell, deceased,
o/ the State of Pennsylvania County of Cumberland , lowwn to
me (or satisfactorily proven) to be the person described in the foregoing inst~m~t, a~ ac~owl.
~,~,,~?'"'~e~hat he e~e~ted the same in the capa~ty ther~n stated and [~ the pu~oses therein co~-
.'.,f.' o . '..~ ~
.~: ~' ~,~r~?o~v~tness whereof, I hereunto set my ~nd~and offidal seal. ~
..~.. -- ~ ~ ,~: ~: ;~;~;~ ...........
". ~";; ,'~¥..%~ --.~.:.~'~ .......................... 2.: ............... (...!.{*'.4 ...........
State of
County o!
On this, the day of
the undersigned officer, personally appeared
, 10 , before me,
of the State of County of , known to
me (or satisfactorily proven) to be the person described in the foregoing instm~ment, and ack*~owl-
edged that he exe~ded the same in the capacity therein stated and for the pnrposes therein con-
tained.
In witness whereof, I hereunto set my hand and official seal.
Title of Officer.
CERTIFICATE OF RESIDENCE
~[ do hereby c~rti[~t that the prev4se,resi.d, ence and completq poet office addreee
COMMONWEALTH OF PENNSY-LVANIA
/' / .' / ~ eS. .-
· , :' ..... ,' oi.~L:: ............. :.~: ......... .''
R~ORD~D ~ ~t~ ........... ~.~....~.~.... ~
A. D.!~. .....in tkz Recordo~s Office o/said County, in D~ed'Book' f
Vol ....... m ............P~ ....~ ......~ ..........
STANDARD AGREEMENT~ FORfTHE SALE OF REAL ESTATE A/S.2K
SELLER'S'~SI~ ~LA~oNS~Ip~ PALICENSED BROKER
OR ' ' "
BROKER ~ TIlE AGENT FOR BUYE~ D~gnnt~ Age~l(~) for B~y~ ~pp!icnble: .
OR
B~ker ~ N~ Ihe Agent for Buyer and ~ Mnn: ~ AGE~ FoR ~ELLER ~ SUBAG~ FOa SELLER ~ T~NSA~ION
When the same Broker is Agent for Seller and Agent for Buye~ Broker,s a Dual Agent. All of Broker's licensees are also Dual Agents UNLESS
there are separate Designated Agents for Buyer and Seller. If/~e anmeflcmmce is designated for Seller and Buyer. the Licensee is a Dual Agent.
, ,. R6recment, d.,ed ,., /,I .{.O "q ._-- .,.be,wee. ,
~ .-~ ,-'h /'~ , called '~ller," and 4
PROPERTY (1-98) Seller be~b~l~ Io ~11 ~ ro"tJl ~ ]~ler, who be.bl II~ TO p~:
ALL TIIAT CERTAI~ lot or piece ofjmund~il~bild~p ~d ~p~vemen~ thegn e~ct~,~ any, ~~ g
Corm,~ or .' ~..~ ;~, .~ r-' ~ /4' ~ i. ih. Co~k~.., or r..=~,.an~., zip c~, -
Idonll~calJon (e.I., Tax 1~ I; Paad I; Lol, ~lak; ~ g~k~ Page~ ~oedlnI O~le)
which will t;~Jl by Bu~e;~ ~o.[
I. C=h or c~k at signing this ag=e~m: ~ / ~ t~
2. Cash m c~ck within days of the execution of ~is Agreement: $
3. $
4. C~h, c~hicr's or certified check at ti~ of ~ttlc~nt: $ 22
TOTAL $ /~- /~--
~sits paid on account of pu~h~ pric~ to ~ held by a~ker for Seller, unl~s othe~ise s~t~ here: ' // ~
lC) Seller's written approv~ to ~on ~f~: . }/ 7 2s
(D) Settlen~nl to ~ on . , ~-.,-~ /q <~ ~ , ~.~fore if Buyer and Seller ague.
(E) Conveyance front Seller will ~ by f~ simple ~Cd ~f s~ial wu~anty unless othe~i~ staled here:: 2a
29
30 (F) Payment of transfer taxes will be divided equally between Buyer and Seller unless otherwise stated here: 30
,,11 31
32
3,'1
34
35
36
37
(G)
At time of settlenmnt, the following will be adjusted pro-ram on a daily basis between Buyer and Seller, reimbursing where applicable: taxes 32
(see Information Regarding Tax Proration); rents; interest on mortpge aseumptioua; condominium fees and homeowner as~ncintion fees. if 3,1
any; water and/or sewer fees, if any, together with any other lienabie municipal service. The charges are to be pro-rated for the period(s) 34
covered: Seller will pay up to and including the date of settlement; Buyer will pay for all days following settlement, unless otherwise stated 35
here: 36
3a 4. FIXTURES & PERSONAL PROPERTY (1-00) .'. 3a
3a lA) INCLUDED in this sale and purchase price are all existing items permanently installed in the Property, free of liens, inc[udin8 plumbing; 36
40 heating: JJghtJng ~xtures (including chandeliers and ceiling fans); writer trualmant systems; pool and spa equipment; garage door openers 40
41 and transmitters; television antennas; shrubbery, plantings and unpotted trees; any remaining heating and conking fuels stored on the ,41
42 Propany at the time of settlement; wall to wall carpeting; window covering hardware, sha~es and~blinds; bi'ill-in air conditioners; built-in 42
43 appliances' and the range/oven unless otherwise stated Also included ~ )/,~!,~//j;~.) -/~',~ff-/~tr~/~"~ ~ 7:)
,15 lB) L~ASI~D itents (not ~wnnd by~llcr):~r ' ~..;""""~----~ , - ' '
,. ~c~ ~.XCL. UDED.x,.resand items: /'. ..~',~.~/ I ~'"",~
,, , ~ "r'.'-' / ,-\~N '
49 5. DATES/TIME IS OF THE ESSENCE (1-02) , ~
5u lA) The said date for settlement and all other dates and times referred lo f~or the performance of any of the obligations of this Agreement.are 50
51 agreed to be of the essence of this Agreement and are binding.
52 lB) For the purposes of this Agreement, number of days will be counted from the date of exeeution, by excluding the day this Agreement was
53 executed and including the last day of the time period. '
5,1 lC) The date of settlement is not extended by any other provision of this Agreement and may only be extended by mutual written agreement of 54
5n the parties.
56 (D) Certain time periods are pre-printed in this Agreement as n convenience to the Buyer and Seller. Any pre-printed time periods are negotiable
57 and may be changed by striking out the pre-printed text nmi inserting a different time period acceptable to all parties. 57
~9 Buyerlnillais, "'~SP i'i ~r/j MS-YKPagelof8 Selierlnitlals:
I~EALTORSa nlal2
~o 6. MORTG.~GE CONTINGENCY ('1-02)~.~ :4~t'.r~ :.~ D/,:;~.TgOD; D;'.,! ;~,IZ E.'.f~4'it U~ ( )T :4'~ !'F,.~,: aa
ul ~/~e~IVEDo This sale is NOT contingent on murlgaga financing.
63 (A) This sale is contingent upon Buyerobndn~d'~g~te;u~]aoc';~A'oll~w~ ,/]
o4 I. Amo,totormo~gageLo. a~.SI~ /o -I/N~lVlVc/IVl.~ o4
65 2 M I mum Term .~ O years
6 t 4. Intel;est rule , "~- %; however, Buyer aRtnes ~o accept the interest rate na may be committed by the mortgage lender, nm to 67
.. .... nd ..... i,u"',, i.ere., ru,e or pfe~/~.l/f/~. .. 0,
69 5. Disconnl poinls, loan origination, loan placenieot and other le~ charged by th~ lender as n percentage of the mortgage loan (excluding
10 any nm~l. gags insurance preniiums ur VA funding fee) not to exceed % (0% if nm specified) of the mortgage loan. 70
7 t The interest rule and fees provisions required by Buyer ate satisfied if a mortgage lender makes available to Buyer thc right to guarantee an 71
72 interest rate al or below the Maximuro Interest Rate specified herein with the percentage fees at et' below the amount specified herein. Buyer ~ 72
73 gives Seller the right, at Seller's sole option and aa permitted by the mortgage lender and applicable laws, to contribute financially, without 73
74 promise of reimlx~sement, to the Buyer and/or the mortgage lender to make the above tenna available to Buyer. 74
75 (B) Within DAYS (10 days if not specified) of the execution of this Agreement, Buyer will make a completed, written omrtpge application
76 fur the mortgage terms specified above to a responsibla motngaga lender. The Broker for Buyer, If any, otherwise the Broker for Seller, is 76
77 authorized to conununicate with the mortgage lender for the purl)eeles of assisting in the nmrtgnge loan proeees. 77
76 (C) I. Mortgage conunilmont date . If a written commitment is not received by Seller by the above date, Buyer 76
79 and SeUer agree to extend the mortgage commitment date until SeUer terminates this Ag~,ement in wriUng by notice Io Buyer. 76
eu 2. Upon receipt of a mongaga commitment, Buyer will promptly deliver n copy of the commitment to Seller. 60
81 3. Seller has the option to terminate this Agreement in writing, after the murtgage commitment date if the n~tlgage commitment:
8~' a. Is not valid until the date of settlement, OR 12
63 b. Is conditioned upon lite sale and settlement of any other property, OR 13
64 c. Contains any other condition not specified in this Agreement tlua is not satisfied and/or removed in writing by Ihe mortgage lender 14
as within 7 DAYS after the nsortgage commitment date in paragraph 6 (C) {1).
86 4. If this Agrcenient is terminated as specified in paragraphs 6 (C) ( 1 ) or (3), or the me. gage loan is not obtained for settlement, 'all deposit monies aa
61 paid on account of purcbsse price will be returned to Buyer. Buyer will be responsible for any premiums for mechanics' lien insurunce and/or 67
68 title search, or fee for cancellation of same, if any; AND/OR any premiums for flo~d insmance, mine subsidence insurance and/ur fire insur- aa
66 anco with extended coverage, or cancellation fee, if any; AND/C)R any aplwaisal fees,and cbstges paid in advance to the mortgage lender. 19
~0 (D) If the mortgage lender requires repeirs to the Property, Buyer will, upon receipt, deliver a copy of the morlgage lender's requirements to Seller. go
SI Seller will, within $ DAYS of receipt of the mortgage lender's requirements, notify Buyer whether SeUer will make the required repairs
62 at Seller's expense. ., · . .,
~3 I. If Seller chooses to make the required repairs, Buyer will accept the Property and agree to the RI~LFASE set forth in peragraph 25 of this
~4 ,. Agreement. , ~,.. .. ·
as 2. If Seller chooses not to make the requited repairs, or If Seller faits to respond within the time given, Buyer will, within $ DAYS,
e6 notify Seller in wallin8 of Buyer's choice to terminate this Agmernant OR make the required repalre at Buyer's expense and with Seller's Sa
st permission, which will not be unreasonably withheld. If Seller denies Buyer permission to make the required repairs, Buyer may, within
~6 $ DAYS of Seller's denial, terminate this Agreement, in which case all deposit monies paid on account of pun:ha.se price will be aa
99 ret.u~med promptly to Buyer and this Agreemeot will he VOID. 96
100 (E) Sell~a~asist 100
~0t LTM NOT APPLICABLE
102 f-I APPLICABLE. Seller will pay: 162
10;! [] $ , maximum, toward Buyer's costs as permitted by the mortgage lender. 103
104 [] 104
105
106
108
1U9
113
114
116
117
118
120
124
125
127
128
129
136
131
133
1,34
135
140
141
FHA/VA, IF APPLICABLE
(F) It is expressly agreed that notwitlmanding any other provisions of this contract. Buyer will not be obligated to complete the purchase of the 10~
Property described herein mr to incur any penalty by furfeiture of earnest money deposits or oO~nvise unless Buyer has been given, in accor- 107
dance with HUD/FHA ur VA requirements, a written statement by the Federal Housing Commissioner, Veterans Administration, or a Difeot 106
Endursement Lender setting fo~h the appraised value of the Property-of not less than $ . (the dollar amount to he 109
insertud is the sales price as stated in this Agreement). Buyer will have the privilege and option of proceeding with co,summation of the con- 1'16
tract witty, et reg-,ud to the amonnt of i~ ap~sed vnlnation. T~ apDmis(~J valnalion is ~rrived al to del~rmiu~ the ulaximum ruo,'lgage t~ 111
Deparlmeot of Housing and Ut~oan Devalopn~nt will inan~e. HUD does not wa~ant the value nor ti~ condition of the Property. Buyer should 112
satisfy himseif/l~.rself ~ the price and condition of t~ l~'operty am acceptable. 113
Warning: Section 1010 of Title Ig. U.S.C., Depa~lmeot of Housing and U~nan Deve[o~nt and Federal Honsin8 Administration !14
Trunsnctions, [x'ovides, "~loever for the pu.ejmse of... influencing in any way the notion of such Depal'troent, makes, peases, otters or pub-. 115
lashes any statement, knowing the same to be false.., shall be fined under this title ur imprisoned not mo~ than two years, or both." 116
((3) U.S. Department of Housing and Uriah Development (HUD) NOTICE TO PURCHASERS: Buyer's Acknowledgement 117
[] Buyer bss received thc HUD Notice #Fur Your Protection: (3et a Home Inspection" (see Notices and Information on Property Condition 116
Inspections). Buyer understands the impurtance of 8cttinff'an independent home inspection and has thought about this hefurc signing this
Agreemeot. 120
Buyer's Initials Date 121
tH) Certiflcarion We the undersigned, Seller(s) and Buyer(s) party to this transaction each ce~ify that the terms of this contract for purchase are 122
t~e to the best of our knowledge and belief, and that any other agreement entered into by any of these parties in connection with this transac- 123
lion is attached m this Ag~ement. 124
INSPECTIONS {1-O2} 125
(A) Seller agrees to permit inspections by authorized appraisen, repata~..~le certifiers, insurer's representatives, surveyors, municipal officials and/or 126
Buyer as may be required by the mortgage lender, if any, or insuring agencies. Seller further agrees to parmit any other inspections required by 127
or provided for in the terms of this AgrnemenL Buyer has the right to attend all inspections. 126
(B) Buyer reserves the right to make a pre-settlement walk-thmogh ins[.)o_c_.fion of the Property. Buyer's right to make this inspection is not waived 126
by any other provision of this AgreemenL 131
(C) Seller will have healing and all utilities (including fuel(s)) on for the inspeotirum. 131
(D) All inspectors, inclndifl8 home inspectora, are ~uthofized by Buyer to provide a copy of any repeal to Broker for Buyer. 162
PROPERTY INSPECTION CONTINGF_aNCY {1-02} 133
Other provisions of this Agreement may provide fur inspections and/ur eertificalioes that are not waived or altered by Buyer's election here. 134
[] W~SJ-VED. Buyer understands that Buyer has the option to request inspecti(ms of the Property (see Property Inspection Notices and la~
_ ~c~fivironmenlal Notices). BUYER WAIVF~ THIS OPTION and agrcns to the RELEASE set forlh in paragraph 25 of this Agraemem. 136
~ ELECTED. ~ 131
(A) Within / (-? DAYS ( 15 days if no(specified) of the executinn of this Aip~eemeot, Buyer, al Buyer's expeese, may ch~x~su to have inspec- 135
lions and/or certifications completed by licensed or otherwise qualified ix'ofeasionnls (see Prope~y Inspection Notices and Enviroumealal la~
Notices). This contingency does not apply to th~ following existing conditions and/or items: 14~
141
142 lB) Should Buyer elect to have a home inspection of the Property, as de£med in the Pennsylvania Home Inspection Law. (see Informmion Regarding 142
143 the Home Inspection Law) such home inspection shall be performed by a full member in good standing of a national home inspection associ- 143
144 alien, or by a person supervised by a full member of a national home inspection association, in nconn=lanee with the ethical stanchuds and code t44
145 of conduct or practice of that association. 145
................. ;1 .',0 ,I ,~¢/~ ........... "-
t47 (~_C)/ff Buyer is ax ~list'ed with t~ ~t~ of ~ ~ ~ ~ in my ~t~ ~ Burr will:
t4a ~ Option l. Will,ia ~ dme ~v~ f~ ~mp~l8 im~: 146
14. I. A~ the ~nY with ~ inf~ ~ in ~ ~s) ~ a~ m ~ RPJ-~E ~ f~ in ~gmph ~ of this AB~I. OR 14~
~sfl 2. Teflninam ~is A~nt in w~tin8 by ~i~ ~ ~ll~, in w~ch ~ ~1 ~sit ~n~ ~d ~ ~nt of ~ p~e will ~ ~um~ 150
I~, ~ ~om~ly lo Buyer ~ this Ag~nt will ~ VOID, OR Ifil
t ~2 3. Emer into a mulnally ~e~able w~n a~nl wi~ ~ller ~vid~g f~ any ~paim ~ im~ve~nm ~u the Pm~y ~or uuy c~dit
~:,,~ Io Buyer at ~ltlcs~tl, as may ~ ~Mle to ~ ~npge Ic~r, if ~y.
,, ~ Should cff~ In ~h a mutually ~e~ub~ a~nt f~l, Buyer m~t ch~ to ~ I~ Pm~ny or Icmfi~le thi~ Ag~meut wilhin
t . the lime Riven far cumpleliag is~ltous ~ ~iag 1o O~ ~visions iff ~gra~l 8(C) (O~ion I ) I m~ 2.
~,[ ~ (}ptioll ]. ~Vilhia the Ible given for ~eflng imam: 156
~',. I. AccepI Ibe ~l~fly with I~ infoflnab~ stared in ~ ~(s) ~ a~ to the R~SE ~l foflh in ~dgra~l 25 of this Ag~ment,
~., UNL~S I~ I~al C~l Io co~t ~ ~iti~ con~in~ in ~ ~s) is m~ th~ $ 158
~'+ 2. If I~ t~al c~l lo c~t I~ c~itio~ ~i~ in ~ m~(s) EXCEEDS ~e ~nt s~ified in ~agmph 8(C) (Opiun 2) I,
t~u Buyer will deliver ~e ~(s) to ~er ~llhin ~e tike givm for h~on. ~,0
~' a. Seller will, wilhin 7 DAYS of ~iving ~ m~(s), info~ Buyer in w~ting of Seller's choice to:
~ ( I ) M~e m~ ~lb~ ~lle~nt ~ ~at ~e mm~ning c~t to repair condiri~ con~i~ in the ~(s) i~ I~s Ihan ~ ~ual
~a I~ ~ot s~if~ in ~gn~ 8 (C) (O~ 2) 1.
",'~ (2) Credit Buyer at ~lden~ot f~ ~ diffm~ ~tw~ ~ cstimamd ~st of m~i6ng I~ conditions contained in thc ~(s)
~ and t~ ~mm s~ified in ~g~h 8 (C) (O~ion 2) I. ~is ~tion must ~ ~e~ablc Io Ihe m~guge lender, if any.
.i~i (3) Not m~ mpain a~ nm c~dit Buyer a ~t~ment f~ ~y c~(s to mp~r co~ilions c~tained in I~ ~n(s). lag
16/ b. If Seller ch~ to m~e m~in or credit Buyer m ~ttlemant m s~ifi~ in ~graph 8 (C) (O~ion 2) 2, Buyer will ~cept ~ 167
~ Pm~ny ~d a~ to ~ RELEASE mt f~ in ~ph 25 of this Ag~n~nt.
.;~, c. If Seller c~ ~t to m~e ~i~ aud nm to c~it Buyer at setllc[~nt, or If ~ller fai~ to chm~ any option within the time
[~u ~vea, Buyer will, within ~ DAYS:
~/~ (1) Accept ~ P~ny with ~ inf~ti~ ~a~ in ~ ~n(s) a~ ag~ m d~ RELEASE ~t Ibnh in ~graph ~ of
I1~ A~ OR
I/d (2) T~il ~is A~t in w~tin~ by ~ m ~1~, in which ~ all ~il ai~ pid on ~c~nl of ~h~ p~ce will 113
lin ~ mlu~ ~mptly m Buyer ~ ~is A~nt will ~ VOID. 174
.5 9. WOOD ~F~ATION ~PE~ON CONT~G~CY (1~) I
116 ~ WAIVED. Buyer undertows ~ Buyer ~ ~ ~ti~ m ~t ~at ~ ~ny ~ ius~ for w~ info.lion by a ce~ifi~ I)~ Canal 1
1~ t ~ O~mt~. BUYE~WAIV~ THIS O~ION md a~ Io ~e ~L~E ~t forth in ~grn~ ~ of this Ag~menl. 1
Fig (A) Wilhin /~' DAYS (15 ~ys if ~ s~ifi~) of ~ ~ut~n of ~s A~menk Buy~, ~ Buyer's ex~n~, will ~ain a w6Uen "W~- 119
{fill ~lmying ln~t Int~stalion I~tion Rc~." from a ~ifi~ Pm C~I O~a ~ will ~liv~ il ~d all sup~ning d~u~nts ~d 180
nBI ~win~ provid~ by ~ Pe~ C~I O~ m ~ller. ~ ~ is m ~ ~e ~sf~t~ m ~ in c~pli~ce with applicable laws, ~- 181
18~ gage lender, an~or F~I Insuring and Ou~nt~in8 Age~y ~ui~n~, if ~y. ~ i~tion will i~lu~ all re~ily visible ~ ~8z
~8J ~ce~ible ~ of all s~m~ on the ~o~y excep ~ following s~ct~, which will ~ ~ i~l~:
}~,l 184
It', (B) If the inspaction reveals evidence of active infestation(s), Seller agrees, at Seller's expense and before setdement, Io treat for aclive infe~ta- 185
186 tiaa(s), in accordance with applicable laws. t85
181 (C) If the inspection reveals damage from active infestntlon(s) or previous infestation(s), Buyer. at Buyer,s expeuse, ~ the o~on to ~in a ~t. 187
188 ten report by a professional conU'actor, home inspection sen, ice, or structural engineer that is limited to stmclund damage lo the Pmparty caused tan
189 by wood-desU'oyiug organisms and a proposal to repair the damage. Buyer will deliver the sUuctural damage report and corrective proposal Io 189
~se Seller within 7 DAYS of delivering the original iuspection report. 190
tgl (D) Whhin ~i DAYS of receiving the slrnctural damage report and conective proposal, Seller will advise Buyer whether Seller will repair, at 191
19; Seller's expense and before seltlement, any suuclural damage from active or previous in£es~alion(s). 192
lga (E) I f Seller chooses Io repair structural damage revealed by the repofl, Buyer agrees to accept the Property as repaired and agrees Io the RELEASE 193
1ga set forth in paragraph 25 of this Agreement. Ig4
~gs {F) If Seller chooses no~ to repair sUucturnl damage revealed by the report or falls to respond within lhe time given. Buyer. within :{ DAYS. t95
tgt, will axify Seller in writing of Buyer's choice to: tg8
Iql I. Accep~ the Property wilh the defects revealed by the inspection, without abatement of price, and agree to the RELEASE scl forth in para- 197
198 graph 25 of this Agreement, OR 198
199 2. Make the repairs before settlemem, if requited by Ihe mortgage lender, if any, at Buyer's expense and with Seller's permission, which will 198
?1,! not be unret, lonably withheld, in which case Buyer accepts the Property and agrees 1o the RELEASE Sel forth in paragraph 25 of this 200
zoi Agreement. If Seller denies Buyer permission to make the repairs, Buyer may, within :i DAYS of Seller's denial, lenninate this 20!
~0~' Agreement in writing, in which case all deposit monies paid on account of purchase price will be returned promptly lo Buyer and this zu2.
','O:l Agreement will be VOID, OR 2o3
.'Ul 3. Terminate this Agreement, in which case all deposit monies paid on account of purchase price will be relumed pmmplly ta Buyer and 294
2115 this Agreement will be VOID. ?05
/m) 10. RESIDENTIAL LEAD-BASED PAINT HAZARD REDUCTIONACT NOTICE REQUIRED FOR PROPERTIES 206
~L,/ BUII.TJ~EF(}RE 1978 (1-02)
:,u~ f-I/t~OT APPLICABLE 20~
zou ~ APPLICABLE 298
2U9
210 (A) Seller represents thai Seller bas no knowledge concerning Ihe presence of lead-based Painl and/or lead-ba.~d paint hazards in or about the 210
; ! 1 Property, unless checked below. 2'11
~1;' [] S~crhaskn~w~edgeofthepresence~flead-basedPaintand/orlead-basedpaintheza~dsin~rab~ulthePr~perty.(Pr~videth~basisfor 212
z~ de,cnnining that lead-based Painl and/or hazards exist, the location(s), the condition of the painted surfaces, and other available informa- ? ~3
/ ! 4 ti(n! c(n~cming Seller's knowledge of II~ pre,~uce of leed-b~ paint and/or lead-tmsnd paint hazards.) ? 14
(B) Records/Reports: Seller 'has no reports or records pertabdng (o lead-based paint and/or lend-'based paint hazards is, or about the Property, 218
unless checked below.
[] Seller Imm provided Buyer with all available reco~ls and reports pertaining to lend-based paint and/or lead-besnd Paiut hazards in or about
the Propeamy. (List documenls)
?~, (C) Buyer~s A~kn~wledgemen~: Buyer has received the pamph~e~ Pmtect ¥~ur Famgy ~rmn Lead ~a ¥~r Hume and hes rend tbe Lend ~aming 22t
z2Z S~atemeot coondned in this Agrcemem (see Eavironmenlai Notices). Buyer has reviewed Seller's disclusure of known lead-based paint and/or 222
72.1 lead-based Paint hazards, as identified in paragraph I 0(A) and Ima received the records and repom pertaining lo land-based Palm sud/or lead- 223
??4 based i~int hazards idemified in paragraph Ia(B). 224
2zb Buyer's ]nitinb Date 225
~ (D) _RIS/J~,ASSESSMENT/INSPECTION; BuyeracknowledgesthetbeforeBuyerisobliptedtobuyareaidentialdwellingbuillbefore 1978. Buyer
;~/ _/,J~s l0 DAYS to co~ducl a risk ssaessment or i..nspection of the Property for the p~esence of lead.h~ paint mad/or lead.based Paint hazards. 227
;28 ~' WAIVED. Buyer underslands that Buyer ha~ the ngl~ lo conduct a dak asse~ment or inspe~ion of Ihe Property to demnnine the presum:e of 228
?z9 lead-based paint nnd/or lead-bused paint hazards. BUYER WAIVES THIS RIGHT and agreus to the RELEASE set fo~h in Paragraph 25 of 229
73~ this Agreement. 230
:~31 [] ELECTED 2.31
,az I. Buyer, at Buyer's expense, chooses to obtain a risk assessment sud/or inspection of the Pmpany for lead-hesed Paint sud/or lead-based 232
~33 ~paim[l~uzu~ds.?~ risk assussmenl and/or inspaclion will be completed wiHtin IL) DAYS of Ihe excculion of thi~ Agreemem.
235
235
237
238
239
24O
242
244
245
246
247
248
249
250
252
254
255
256
26t
262
26;]
265
767
268
266
27O
271
273
274
276
277
278
283
284
2511
7S7
288
289
291
292
293
794
295
296
296
300
301
:]O4
3tir~
3o~
:]o6
309
:]it
315
:]18
~21
2. Within the time set forth above for obtaining the tbk asae~ment and/or.inspection of the Property for lend-ba~d paint and/or 235
lend-b~z~.d paint hazards, Buyer may deliver to SMler'a written list of the spectra: hazardous conditions cited in the report and these 236
corrections requested by Buyer. along with a'copyof the'flak assessment~and/or inspection reptm.' ." ,,. : ~' . 237
3. Seller mey, within 7 'DAYS of receiving the ii~t:and:repe~s);~ubmit a written corrective propesal m Buyer.,The corrective proposal zee
will include, hot not be limited to, the name of the mmedintion company, and a projected completion date for corrective measures. Seller 236
will provide certification from a risk asseseo~ or'inspector thai con~ecfive measures have been smisfactodly completed on or before the. 240
projected completion date.,,' . ., ',,...)13 .s[Jt~ ~H '~, mo.:.t'~..,' ...... .i, , ~c , · 241
Upon receiving the conecffve proposal, Buyer. within $ DAYS, will: 242
a. Accept the con'ective proposal and thc Property in writing, and agree to the RI~! J;ASE set forth in paragraph 25 of this Agreement, OR 24:]
b. Terminate this Agmemeot in writing, in Which case all deposit monies paid on account of purohase price will be returned peomptly
to Buyer and this Agreement will be VOiD. '~,:~i~.irt~mt, t~.r~.)~..,' .~ ~.~ .... F,'- ''. =245
Should SeUer fail to submit a written corrective propemd within the time set forth in paragraph 10(D)3 of this Agreement, Buyer, 245
within ~ DAYS, will: r :: , : : . ;~ .,,: ,. , 247
a. Accept the Property in writing, and agree to the RI:].I~-ASB act forth in paragraph 25 of this Agreement. OR 24a
b. Terminate this Agreement in writing, in which case all deposit monins paid on account of purchase price will be ~umed promptly
to Buyer and ~ Agreemem will be VOID.
Buyer's failure to exercise any of Buyer's options within the time limbs specified in this paragraph will cormitote a WAIVER of
lids continilency and Buyer accepts the Property and ngrees to the RELEASE set forth in paragraph 25 of this Ag~ement. 252
Certification: By signing this Agreement. Buyer and Seller certify the accuracy of their respective stntemenl$, to the beat of their knowledge. 25:1
11. STATUS OF RADON (1-02)
(A) Seller represents that Seller has no knowledge concerning the presence or absence of radon unless checked below.
[] I. Seller has knowledge that the Property wes tested on the finis, by the methods (e.g., charcoal canister, alpha track, etc.}, and with
the results of all tests indicated below:
DATE TYPE OF TEST RESULTS (plcocuries/liter or working levels)
[] 2.
COPIES OF ALL AVAILABLE TEST REPORTS will he delivered to Buyer with this A~eement. SELLER DOES NOT WAR-
RANT EITHER THE METHODS OR RESULTS OF THE TESTS.
Seller has konwiedge that the Property underwent radon reduction messu~a on the date(s) and by the method(s) indicated below:
DATE RADON REDUCTION METHOD
(B) RADON INSPECTION CONTINGENCY
{"l WAIVED. Buyeronder~~endsthatBuyerhasthe~ptiont~reques~thatthePropertyheinspectedf~rradonbyacerti~edinspect~r(~eeEnvir~n-
/mental Notices: Radon). llUYER WAIVES THIS OPTION and agrees to the RELEASE set forth in paragraph 25 of this Agreement.
ELECTED. Buyer, at Buyer's expense, has the option to obtain, from a certified inspector, a radon test of lite Property. and will deliver a copy
of the teat report lo Seller within DAYS (15 days if not specified) of the execution of this Agnrement. (Sen Environmental Notices:
Radon)
I. If the test sport reveals the lWe. senoe of radon below 0.02 words{ levels (4 plcocofies/liter). Buyer accepts the property and agrees to the
RELEASE set forth in paragraph 25 of this Agreemem. ,
x~_2+//'lf the test report reveals the presence of radon at or exceeding 0.02 woddng levels (4 plcoonries/liter). Buyer will. within 7 DAYS
.l~~ of receipt of the test results:
~ Option 1 ~= ",
a. Accept the Property in writing and agree to the RELEASE set forth in laungmph 25 of this Agreement, OR
254
255
256
257
256
259
260
261
262
263
264
265
265
267
266
259
270
271
272
273
274
275
276
277
276
Terminate this Agreement in writing, in which case all deposit monies paid on account of pomhes~ price will be returned promptly to Buyer 279
and this Agreement will be VOID, OR '" 280
Submit a written, corrective proposal to Seller. The conecfive ~ will include, hot not be limited to. the name of the certified mitt- 2al
Accept the Property in writing end agree to tbe~
Submit a written, correctit{~mposei to Seller/The.4~]~,,v]: p~
gation compan~m.?....)~nch~ii~.~'~ a~d a
( I ) If the total co~t of remediation anc~retnsta I~.CEEDyhe a
~ DAYS of receipt of tbe e.~t of remedla~ n]aify !
(a) Pay for the total cost of remeiliation and m,t~
in p~fawcaph 25 of this Agreement, OR
(b) Contribute toward the tov, d cost of remndiailon and mte~s only the amount specified in paragraph I I (B) (Option 2) b.
gaffon comps, ty; provisions for payment, including rete~ts; and a pmjeeted completion date for cmTective measures.
(I) Within-~ $ DAYS of .r~eiving the conactive, fx~)l~asal,. '.L Seller will:~ --~ ~_____ ~/
(a) Agree to the terms of t~e correcuve/propoasl ~11 wriffng,.it[whlch"e,ase Buyer/aecePtS'~he Pmpe~y/~d agrees to the
· ' RELEASE set forth in paragraph 259f this Agmethem; OR/'x, ~ \ /~
(b) Not agree to the term~ of ti~.correot[ve iwopo~l. \...../ \, . · \ ~
(2)Should Seller not agree to the terms of the con'ective proposal or if Seller falls to reSPOnd within theql~n~ given. Buyer will, within
't l il * (. 5 DAYS. elect to: .
~i' " (a) AceeptthePropertyinwritin~nndagmet~theRELEASE~f~rthinparagraph25~fthisAgreemeot~R ,
Optin (b) Terminate this Agreement in writing, in which case all deposit monies paid on aceonm of purchase price will be returned
. promptly to Buyer nnd this Agreement will be VOID.
n2
~.~ (2) If Seller cla~,es not to pay for tbe total co~t of ren~liati~ and ml~t~, or if Seller faii~ to eho~ etther olS. inn within ihe time
¢' r: given. Buyer will, within $ DAYS. notify Seller in wdting of Buyer's choice to:
i"l ~)'~'~[ ~ (a) Pay the difference between Seller's contrihotion to mmediafion and retests and the actual cost thereof, in which case
Buyer accepts the Property and agrees to the RELEASE set forth in paragraph 25 of this Agreement. OR
(b) Terminate this Agreement, in which case all deposit monies paid on accoum of pon:hese price will he returned promptly
to Buyer and this Agreement will be VOID.
12. STATUS OI'~WATER (1-02)
(A) Sells~preseots that the Property is served
by:
~ Public Water
[] On-site Water
[] Community Water
[] None
282
283
28,4
285
286
297
288
289
260
291
' "' 292
Jt.'nln.~penigraph 23 of this Agreement. OR ' 263
?males(iii include. ~t ~ ~ limi~ to. ~ ~ ~ ~ ~ifi~ miff- 294
~j~ ~plefi~ ~ f~ ~five ~. ~l~r will ~y a ~- 295
a ~, w~ will ~ ~ple~ by ~ttle~nt. 296
~n~s~if~ in ~8~ph I I(B) (O~i~ 2) b, ~ller will. within 297
y~n writing of Seil~'s c~ to: zoe
~ Buy~ ~ ~ ~fly ~ ag~ to ~ ~L~SE ~ f~ zg9
300
301
3117
303
304
3U5
3116
307
306
306
310
311
312
313
R SERVICE INSPECTION CONTINGENCY at53t4
ILl," WAIVED. Buyer acknowledges that Buyer has the optien to request an inapeeffon of the water service for the Property. BUYER WAIVES a16
THIS OPTION and agrees to the l~ ~-I .I~ASE act forth in pacagraph 25 of this Agreement. 317
f-I ELECTED 318
I. Buyer has the option, within DAYS (I 5 days if not specified) of the execution of this Agreement and at Buyer's expert, se. to deliver 319
to Seller a written inspection report by a qualified, professional water tnsdng company of the quathy and/or quenffty of the water service, a2O
n ..... ,.t ...... 3,,
~z~ 2. Seller agre~ to ]oca~ and provide ~ to ~e .on;,si~, ,(?~v~u~d.) Water system, if applicable, al Sel~'s expense, if required by the
324 inspection contpany. Seller also ap to restme the Property, al Seller's expense, prior to ~UlemenL
3Z5 3. If the repun reveals due. tho water seryice dues not~ment, t~l ~ ~ of any, applicable, govemmenlal authority and/or fails to
326 sat sfy the requirements for quabty and/or qannnty set by tho me.gage lender, tf any, then Seller will. wdhm 7 DAYS of receipt of
~7 thereport, nodfy Buyerinwrilingofseller'schoiceto:-,.,! / I'i..T~lli~:',!. ~; i, Ii.q/ ~ !,t:~k' '~. ". : -. ~".
;12l a. Upgrade the water.service to the minimum acceplnble levels, hefore settlement; m which ease Buyer nccepls the Property and agrees
:!29 ~ to tho RELEASE set fo~h in paragrn~ 25 of this Ap~emenl~ OR ,, , ~ ,~ ...... m~,~ ..... ·
~e b.. Not upgrade the water service., :, ,.~,.,.,,,.. ~ ~v~l .= ,r,?oi,t~'~ ~ill~ - ..,: :, · t : ...... '.
.1~t 4. if seller clu.,oans nol to upgrade the service to minimum ncocplable levels, or fails 1o respond within the thne ~iven. Buyer will, within
33~ ~[ DAYS, either:. .,=. ,, ;..,,,, ;,.,, :.~ h:~tl=.~)l ai *,rr~-tm'l ~lt .. :! *.. m: · .: ...... ,:, ,.' , .... , * .
333 a. Accept die Property and the water service and, if required by the mortgage lender, if any, and/or any governmental authority, upgrade
;134 tho water service before settlement or within the'lime requirnd.by the message lender, if. any, and/or any govemmenlal authority, at .
~;15 Buyer's cxpeme and with Seller's penni~ion,' which will not be unreduonably withheld, ~nd agree to tho RELEASE Ant forth in para-
3;t6 graph 25 of this Agreement. If Seller denies. Buyec permission to upgrade the water service, Buyer may, within :i DAYS of
33t selle~"s denial, terminate Ibis Agreement m writing,.m which ease all depu~it monies puid on account of purchase price will be
;l~a retumed p.,ompdy lo Buyer and this Agreement will be VOID, OR ~ , . .... · . ,, ,
3;1~ b. Teflninate this Agreement in wrilin& m which case,all depuait monies paid on account of purchase p~ce will be relumed promptly
340 to Buyer and this Agreement will be VOID.
,14! 1.3. STATUS OF~EWER (1.-02} ' : ! , '. ,. ~T,'q,~i'~:l.i'i;~',~ .~' ~ :'
342 (Al S__ell~p,qrepresonts thai the Properly is ~nd by:~ '~/, '1 ". t q
343 ~ Public Sewer *, .~ :
34.t [] Imlividnai On-lot Sewage Disposal System (See Sewage Nntice 1)
.~,s5 [] Individual On-lot Sewage Dispu4ml System in Proximity to Well (See sewage Notice I = ~ Sewage Notice 4, if applicable)
.~41i [] Communily Sewage Disposal System ~;
J41 ~-] Ten-acre Pemlit ~xemption (Sec Sewage Notice 2)
~41 I-I Holding Tank (See Sewage Notice 3) :
:t~9 1-1 None (See Sewage Notice l) , ,' · , ·
350 [] Hone Ava~lablPJPermit LJmitntinns in F_,ffoct (See Sewage N(xice 5) *
35t ) ~
35~ (B IDUAL ON-LOT SEWAGE DISPOSAL INSPECTION CONTINGENCY ... ' ' .. ·
[~WAIVED. Buyer aclumwledges that Buyer bus the option to ~xlne~ an'individual on-lei sewage disposal inspection of Ihe Property. BUYER
;153
354 WAIVES THIS OFTION and agrees to the RELEASE sel forth in paragraph 25 of this A~'eement. ·
355 [] ELECTED ·
ti:d, I. Buyer has Ihe up&m. within DAYS (I 5 days if nol specified) of the execntkm of this Agreement and nt Buyer's expend, to
~:, ~ deliver to Seller a written inspection repu~ by n qualified, professional inspector of the individual im,-Iot ~wage disposal system.
35~1 2. Seller, al. Seller's expense, agrees, if and u required by the inspection cmnpany, to locate, provide access to and empty tho individual on-
d.'~ lot sewage disposal system. Seller also aRrees to re~ore the Property, al seller's expense, prior to settlement.
,~,, 3. Ir the repun reveals defects thai do nm require expansion or replacement of the exisling sewage disposal system, Seller will, within
:~ t 7 DAYS of receipt of the repun, notify Buyer in writing of seller's choice to:
362 a. CmTect the defects befo~ Seltlemen~ including retests, al Seller's expense, in which case Buyer accepts the Property 'and agrees to
3b.t the RELEASE set forth in paragraph 25 of this Agreement. OR
:~b.t b. Not cmTect the defects.
,;~,!i 4. if Seller chooses not to correct the defects, or if Seller fails to respond wllhln the time given, Buyer will. within :~ DAYS. either:
~it,6 a. Accept the Property and thc system and, if required by the mortgage lender, if any, and/or any governmental anthOrily, correct Ihe
.~s,* defects hefo~e ~tllement or within the time required by Ibe mortgage lender, if any, at,d/or any governmental authorily, al. Buyer's
.~a sole expense and with Seller's permission, which will nm be unreasonably withheld, and ague to tho RELEASE set forth in para-
369 graph 25 of this Agreement. If seller denies Buyer permission to correct the defect% Buyer may. within :i DAYS of Seller's
3lo denial, terminate this Agreement in wrilin8, m which case all deposit monies paid on account of purchase price will be returned
;1/t promptly to Buyer and this Agreement will be VOID, OR
312 b. Temtinate this Agreement in writing,, in which case all deposit monies paid on account of pure.base price will be returned
~/3 promptly to Buyer and this Agreement will ho VOID.
.1/4 5. If the repun reveals the need to expand or replace the existing individual on-lot sewage disposal system, Seller may, within 25 DAYS
:~T5 of receipt of the report, submit a corrective proposal to Buyer. The corrective proposal will include, but nm ho limited to, the name of the
3?6 remndiation company; provisions for payment, including retests; and a projected completion date for corrective measures. Within
3,' I :i DAYS of receiving Seller's coneclive pmpusal, or if no corrective propesal Is received within the Ume given, Buyer will:
3~u a. Agree to the terms of the corrective propusal, if any, in writing, in which cese Buyer accepts the Pmpuny and agrnes to the RELEASE
:t ~q set froth in paragraph 25 of this Agreement, OR
~[~ b. Accept thc Property and the syslem and, if required by the mortgage lender, if any, and/or any governmental authority, correct the
~a~ defects before settlement or within the lime required by the mortgage lender, if any, and/or any goveromemal authority, at Buyer's
~a2 sole expense and with Seller's permission, which will not be unreasonably withheld, and ague to the RELEASE set forth in pa~a-
.1a;t graph 25 of this Agreement. If Seller denies Buyer'pennission to correct the defects, Buyer may, within ~i DAYS of Seller's
:~a4 denial, terminate this Agreement in writing, in which case all deposit monies paid on account of purchase price will be returned
3~5 promptly to Buyer and this Agreement will be VOID, OR
1~6 c, Tcnninate this Agreement in writing, in which case all deposit monies paid on account of purchase price will he relumed p~mnplly
,~n~ to Buyer and this Agreement will be VOID.
.~sa 14. NOTICES, ASSESSMENTS & CERTIFICATES OF OCCUPANCY (1.'02)
.~6q (A) Setler represents, as of seller's execntion of this Agreement thai no public ilnprovement, condominium or IKatteowner ussocialion assessa~ents
:,m have been made against the Property which remain unpaid, and .t~ no notice by any government or public authority has been served upon
to ~ Seller or anyone on Seller's behalf, including notices relating to violations of zoning, housing, building, sal~ly or fire ordinances which remain
l,~ uncorrected, and that Seller knows of tm condition that w~J_ Id con.irate, vi~abon of any such ordianncns which remains uncorrected, unless
(B) Seller knows of no other potential no~ic.es~..(jnclnd&ng violntions).F~d p~s-.s..qnonts except u follows:
~q ~ (C) In Ite event ~y ~ ~ (lac ud ng violatio~) a~ ~n~ ~ ~tv~ after ex~uuon of ~ss Agent a~ ~fom ~tde~t, Seller w II
~,~ ~ify Buycr in writing, within ~ DAYS of ~eivin8 ~ ~i~ ~ ~nt, ~nt ~11~ will:
,qq I. Comply wi~ ~ ~ ~u ~ ~ller's ex~ in wh~h c&~ Buyer ~ t~
~,, in ~gm~ 25 of this Age.m, OR
.m ~ 2. Not comply with ~ ~ ~n~ ~ ~l~r's ~.
m~ 3. If ~ller c~s ~ to ~m~y with ~ a~ ~ngnts, ~ fnib within the Ume Wen to nolify Buyer if ~r will comply, Burr
m ~ will ~ify ~ller within ~ DAYS in walling that Buy~ will eil~
~h4 a. Comply wi~ ~i~ a~ ~ms nt Buy~'s ex~ ~ a~ to I~ R~E~E ~t f~h in ~gm~ ~ of this Ag~n~nt, OR
m~, b. Te~ina~ I~s Ag~nt, in which ~ MI ~t ~i~ ~d ~ ~nt of ~ ~ce will ~ ~u~ ~om~ly Io Buyer
4.h ~ this A~m will ~ VOID.
,m / If Buyer f~ to nollfy Salter within I~ R~ give~ Buyer ~p~ the P~fly nnd ~ ~o ~ RELEASE ~1 forth in ~-
40s g~ph ~ of th~ Ag~men~
~n~ (D) Buyer is~vi~ that ~ss to a ~blic ~ may ~uim i~ of a'~ghway ~pa~y ~il f~ I~ ~nt of Transition.
,,. ,,,,,.,,.,,,.,.:_9['
;123
324
325
326
327
328
329
3;10
331
332
333
334
335
336
338
339
340
341
.142
.143
.146
348
350
351
352
.15~
.16§
371
;173
3/4
.t79
387
:tg.1
4H (E) lf required by law, within ]~i DAYS~ftheexecuti~n~fthisAgreemen~Se~letwi~~orderf~rde~iverytoBuyer,~n~rbsfmesettleroent: 411
I ~ I. A certiJication from thc appropriate municipal depaAnscnt or depamnents disclosing notice of any ancorrecled violalions of zoning, hous- 412
.t~:; lng, building, safety or fire ordinances, AND/OR 413
~1.! 2. A certificate permitting occupancy of the Property. In the event repaim/improvements are required for the issuance of thc certificate, Seller 414
ti5 will, within ,~ DAYS of Seller's receipt of the requirements, notify Buyer of the requirenmnts and whcthcr Seller will nmke tim 415
.t ~ti required repairs/improvements at Seller's expense. 416
ii ~ If Seller chooses to make the required repairs/improvements, Buyer apses to accept the Property as repaired and agrees to the RELEASE set
~1,~ forth in paragraph 25 of this Agreement. if Seller chooses not to nmke Ihs required repairs/improvements, Buyer will, within :i DAYS, 418
I I,~ notify Seller in writing of Buyer's choice to terminate this Agreement OR make the repairs/improvements at Buyer's expense and with Seller's 41§
I~, pemtission, whiclt will war hc unreasonably withheld. If Seller denies Buyer permission to make the required repairs or if Seller fails to respond 42o
~z ~ within the lirue given, Buyer may, within ,~ DAYS, terminate this Agreement in writing, in which case ail deposit monies paid on account 421
s;]:. of purcltase price will hc returned ixomptly to Buyer and this Ardeement will hc VOID. 472
~:'.~ IS. TITLE, SURVEYS & COSTS (1-02) 423
~,'.~ (A) The Property is to hc conveyed free and clear of all liens, encumbrances, and easements, EXCEPTING HOWEVER the following: existing
t,'~ deed restrictions, historic preservation restrictions or ordinances, building restrictions, ordinances, easements of roads, easements visible upon 425
1~0 the ground, ensemems of record, privileges or rights of public service companies, if any; otherwise thc title to thc above described real estate 476
I~, will be gnod and marketable and such as will hc insured by a reparable Title Insurance Company at thc regular rates. 477
t~0 (B) Buyer will Pay Ibr thc following: (I) Title search, title insurance and/or mechanics lien insurance, or fee for cancellation of same, if any; 428
t/~ (2) Flood insurance, lire insurance with extended coverage, mine subsidence insurance, or fcc for cnncellution of saroe, if any; (3) Appraisal 429
t3, fees and charges paid ni advance to monlpge lender, if any; (4) Buyer's customary settlement costs and accruals. 430
43 t (C) Any survey or surveys which may be required by thc Title Insurance Company or thc abstracting attorney for the preparation of an adequate 43 I
432 legal description of the Property (or the correction thereo0 will hc secured and paid for by Seller. Any survey or surveys desired by Buyer or
433 required by thc mortgage lender will be secured and paid for by Buyer. ,.. ............. 43;)
434 (D) In the event Seller is unable to give a good and marketable title and such as will be issued by ;'~e~ul~,,le 'lille Company at the regular rates, as
· cI5 speciliedinparegraph ~5(A)~Buyerwi~~hcvethe~~nion~f:(~)takingsnchtitieasSe~~ercan~ivewithnochangeto~hcparchas~Price;or(2)being 435
43t~ repaid ail monies paid by Buyer to Seller on account of purchase price and being reimbmsed by Seller for any costs incurred by Buyer for any inspec- 436
43/ lions or certifications obtaitmJ according to the terms of the Agreement, and foe' those items specified in paragraph 15(B) items (I), (2), (3) and in 43?
rt3~ paragraph 15(C), in which case Ihere will be no fudhcr liability or obligation on either of the parties bereto and this Agreement will become VOID. 438
139 16. ZONING CLASSIFICATION (1-02)
44u Failure of this Agreeng:m to contain thc zoning classification (except in cases where the property {and each pm'ce[ thereof, if subdivideble I is zoned 440
,tat solely or p~marily to permit single-family dwellings) will render this Agreement voidable at thc option of the Buyer, and, if voided, any deposits 44t
442 tendered hy the Buyer will be returned pt¥ Buyer withonl, an req~Lreq~ui,rement for court sclion. 4,12
444 ~-] ELECTED. Within l:i DAYS of the execution of this Agreement, Buyer will verify that thc existing use of thc Pmparty as 444
· 145 is pannitted. In thc event the use is nol pannitted, Buyer will, within the time 445
~40 given for veriflcoUon, notify Seller in writing that the existing use of the Property is not permitted and this Agreement will be VOID, in which 448
44 ~ case ail deposit monies paid on account of porchc.se price will hc returned promptly to Buyer. Buyer's failure to respond within the time 44?
t48 given~ill conslitute a WAIVER of this contingency and all other lento of this Agreement ~ntaln in full force and effeeL 4.t8
t4q I?. C_.OAI. J~q'OTICE 44s
150 LLL.,"~OT APPLICABLE
451 [] APPLICABLE 451
45~ TI Its DOCUMENT MAY NOT SELL, CONVEY, TRANSFER, INCLUD£ OR INSURE THE TITLE TO TI IE COAL AND RIGIfTS O~ SuPiq:M~r UNDERNEATH TIlE SURFACE I..AND 452
,154 IN THAT CONNECTION, DAMAGI~ MAY RESULT TO TH~ SURFACE OF THE LAND AND ANY HOUSE, BUILDINO OR OTHER STRUCTURE ON OR iN SUCH LAND. ('~'tis 454
455 notice is set l*orth in tbe manner provided in Sectioo I ofthcActofJuly 17, 1957, EL. 984.) "Buycr scknowledges that be muy not be obtaining the 455
t!,h right of protection against subsidence resulting from coal mining operalions, and that Ihc property described herein may be prmected frmn danmge 456
~',, due to mine subsidence by a private contract with Ihc owners of the economic interests in Ihc coal. This ncknowledgon~ent is made I'or the porpo.se 45/
~!~0 of complying with die I~xwisions o£ Section 14 of the Bituminous Mine Subsidence and Ihs 'Land Conservation Act of April 27, 1966,' Buyer agrees 458
~59 to sign the deed from Seller which deed will contain the aforesaid provision. 45~
~00 18. POSSESSION (1-02} 460
&h~ (A) Possession is to be delivered by deed, keys and: =,
,Iti:~ I. Physical possession to vacant Propony free of debris, with all structures broom-clean, at day and time of seulement, AND/OR 462
ti,3 2. Assignmeat of existing lense(s), together with any security deposits and inte~st, at time of settlement, it' Property is leased at thc 46;)
.1~,,~ execution of this Agrecn~m or unless otherwise specified herein. Buyer will acknowledge existing lease(s) by initialing said lanse(s) at 464
465 time of execution of this Agreement. ,165
q66 (B) Seller will not enter into any new lense~ written extension of existing leases, if any, or additional leases for the Prope~y without the written 468
46/ consent of Buyer. 467
t~ 19. RECORDING(3-85) ThisAgreemeotwii~no~hem~cdinthe~cef~rtheRecording~fDeedsorinanyothcr~ceorp~accufPab~icrecord
~§!~ and if Buyer causes or pemtits this Aareemant to hc recerded, Seller may elect to Ireat such sci as a brench of Ihis Ag~monL 4§9
4~0 20. ASSIGNMENT(3-85)ThisAgreementwi~bebindioguponth~i~uties~thnirreapcctivehcir~peraooa~represcn~uivcs'guardians*'mdsucces~or~, 4?,
471 ~md to the extent assiannble, on the assigns of the parties hereto, it b~iog expressly understood, however, that Buyer will not transfer or assign this 421
472 Agreement withoul the wrilten cousent of Seller. 4
473 21. DEPOSIT& RECOVERY FUND (1-02)
4z4 (A) Deposits paid by Buyer within 30 DAYS of settlement will be by cash, cashier's or certified check. Deposits, regardless of the form of 414
4?5 payment and thc person designated as payee, will be paid in U.S. Dollars to Broker or party identified in paragraph 3(B), who will retain them
416 in an escrow account until consummation or termination of this Agreement in oanformlty with all applicable laws and reguletions. Any unonshcd
417 check tendered as deposit monies mey be held pending the acceptance of this offer. 417
,t ~'s (B) Upon termination of this Agreement, the Broker holding thc deposil.,~ les will release the deposit monies in accordance with the tenus of a
47q fully executed written agreement between Buyer and Seller.
tins lC) In tie event of a dispute over entitlement to deposit monies, a broker holding thc deposit monies is required by the Rules and Regulations of
4a t the State Real Estato Commission (49 Pa. Code §35.327) to retain ther.~.monies in nscrow until the dispute is resolved. In the event of liliga~m 481
4,~ for the return of deposit monins, a beoker will dis~bote ~e monies es directed by a final order of conrt or thc writte. Agreement of ~e parties.
483 Buyer and S~ller agree Ihat, in the event any broker or affiliated licensee is joined in ]idgalion for ~ return of deposit monies, the atton-,eys' 48;)
48~ lees and costs of the broker(s) and licensee(s) will be paid by the party joining them. 484
485 (D) A Real Estate Recovery Fund exists to reimburse any persons who have obtained a final civil judgment against a Pennsylvania real estate 485
~00 licensee owing to fraud, misrepresentation, or deceit in a real estale transaction and who have been unable to collect the judgment after exhaust-
la/ ing all le.~d equitable remedies. For complete deteiis about the Fund, call (717) 783-3658, or (800) 822-2113 (wilhin Pennsylvania) and
48R (717.~,,~13-4854 (outside Pennsylvania). 4.'111
is. 22. CON~)~MINIUM/PI.ANNED COMMUNITY (HOMEOWNER ASSOCIATION) RESALE NOTICE (~-02) ,tsq
t~r. ~.~IN( )T APPLICABLE 49,
t.qt [] APPLICABLE: CONDOMINIUM. Buyer acknowledges ~ thc Property is a unit of a condominium that is Primarily mn by a unit owners' 461
49~ association. §340'7 of the Uniform Condominium Act of Pennsylvania requires Seller to furnish Buyer with a Ceni~cate of Resale and copies
,193 of thc condominium declaration (other than plats and plans), the bylaws, and Ihc rules and regulations of the association.
494 [] APPLICABLE: PLANNED COMMUNITY (HOMEOWNER ASSOCIATION). Buyer acknowledges that the Property is pml of a planned 494
495 communily as defined by thc Uniform Planned Community AcL (Sen Del'tuition of Planned Community Notice). §5407(8) of the Act requires
tgi, Seller to Ibrnish Buyer with a copy of the Declaration (other Ihcn plats and plans), thc bylaws, thc rules and regulations of thc as.sociatian, and 496
4q~' a Cerdl~cate containing8 the provisions set forth in §5407(a) of the Act..-.--~ "'~ / '.~ 497
......................... v.. (? ~5 i! r~ .~ ~',,~.
,199 THE FOLLOWING APPLIES TO PROPERTIF-~ JI~D,~ AR~ PART~OF'A CONDOMINIUM OR A PLANNED COMMUNITY. 409
500 (Al Within I~ DAY~ftheexecu~n~fthisA~reem~t,Se~erwi~u~nitarequestmtheass~ciati~nforaC~i~cate~fR~e~the~- 500
5fJI urnents necessary to ennble Seller to comply with the Act..The~Act provides that the association is required to provide thee documcots within: 501
502 10 days of Seller's request. . ~.l t;~. r. ,';1'lq ~, hr.ql ',~t; , .lln!!r ~, ',', ';,I [.;,! ,,~ *: , ,, ·
50~ (B) Se~erwi~p~mpt~yde~iverto~uyera~d~cumcotSre¢eivedfr~mtheesanciati~n~Underth~Act,Se~e~isnnt~iab~emBuyerforthefai~ure~r 503
504 delay of the association to provide the Certificate,in a timcly~manuer, nor is Selles liable to Buyer for any erroneous information provided by
506 (C) Buyer may declare this Agreement VOID at any time before Buyer's recoipl of the association documen~ and for 5 days thereafter, OR until 500
sattlemcot, whichever occurs first. Buyer's notice declaring Ibis Agreement void muat be in writing; thereaftea' all deposit monies ~ill be
500 (D) In the evem the assuciation has the right to buy. the Propefly~(right of Fast refmal), and the assuciation e~tercises thai right, Seller will reimburse flog
5~0 Buyer for all monies paid by Buyer on account of purchase price and for any costs incurred by Buyer for: (I) Title search, title insurance and/or ,
~1~ mechanics hen insursnce, or fco for cancellation of same, if any;~ (2) ,Finod iusurance and/or Fne insurance with extended coverage, mine sub-
.51Y sidcoce iesurance, or rue for canccllminfl ofsame, ifany; (:3) Appraisal fnes and charges paid in advnnce to mortgage lender, ifafly. ~
~ta 23. MAINTENANCE & RISK OF LOS~ 0-02) .... , ,, u'.:',, I
514 (Al Seller will n,.aiulain the Property. grounds, fixtores, and any personal property specifically scheduled herein in its present condition, n .°~mal
,515 wear and tear excepted, h ... .,
~l~ (B) ~n~be~vemanysysten~orap~ianceinc~udedin~besale~fthePr~pa~yfal~sandSe~erdoesnotrepairorrep~acetheitem~Se~erwi~prmppt~y 510
5,/ notify Buyer in writing of Seller's choice to: ~i 5
~ t ~ I. Repair or replace the failed syraem or appliance before settlement or credit Buyer at settlement for the fair market value of the failed~sys-
!i~ tern or appliance (this option must be acceptable to the moflgage lender, if any). In each case, Buyer accepts the Property and agree, to
!,?0 the RELEASE set forth in paragraph 25 of this AgreemcoL OR
.5~ 2. Not repair or replace the failed system or appliance,, and not credit Buyer at settlement for the fair market value of the failed system or
~2 app~innce~ ~f Se~lex d~es oot repnir~ replnce or ~er a ct~t for th~failed system ~r ~pphance~ nc ~f SeBer fai~ t~ n~fy Buyer of Se~er~s 5Z2
523 choice. Buyer will notify Seller in wri~iag within ' ~' DAYS or befme suttiemem, whichever is sooner, Ihat Buyer will: ..
~4 a. A. cuept the Property and agree to the R [~t I~ASE sat foflh in pafltgraph 25 of this Agreement, OR ; 524
,52,5 b. Terminate this Agreement. in which aa.se ail,depueit,mouiespaid-on account of purehase price will be ~tomed promptly to Buyer
526 and this Agreement will be VOID. , : ::,*.':'!:J..-~ r~i .:~':',,~:, ~ ..... :.,. ~ ....
5~ ~ (C) Seller will bear risk of loss from fire or other caanaities until time of setflemanL In the event of damage by fire or ether casualties to any pmp-
~;'s uny included in this sale Iha( is nm repaired or L'eplacedprior to settlement, Buyer will have the or. ion of re.~inding this Agreement mid ,5Z0
· q;~ prompOy receiving all nKmies paid on account of purchase price or of accepting the Properly in its then condition mgclber with ibe p~x)ceedp
5,10 of any iesurancc recovery obmi~mble by Seller. Buyer is hereby nmifind that Buyer may insure Buyer's equilahle intere~ in this Property as of ,530
531 the time of execution of this Agreement. :, : . ~ 53
532 24. WAIVER OF CONTINGENCIES (1-02) ,,,, ,~, ..... ,, 532
533 If this Agreement is contingent on Buyer's right to inspect and/or repair,the Property, Buyer's failure to exercise any of Buyer's options withIn
~4 Ihe time limits set forth in this Agreement will constilute a WAIVER of llmt contingency and Buyer accepts the Property and agrees to the ~34
5a,5 RELEASE set forth in paragraph 2S of this Agreeroent.
~,~ 2S. RELEASE(I-02) ..
.5.~ / Buyer hereby releases, quit cialms and forever discharges SELLER, ALL BROKERS, their UCENSEF~, EMPLOYEES, and any OFFI= ~'17
fi~a CER or PARTNER of any one of them and any other PERSON, FIRM, or CORPORATION wl'-o may be hable by or thrmsgh Umn, from 5;38
.53~ any and ail claims, losses or demancis, including, but not limited to, personal injures and property damage and all of the consequenors there-
540 of, whether now known or not, which may arise from the presence of termites or other wood-boring ismect~ radon, land-based paint hen- 540
.54 ~ ards, environmentoi hazards, any defects In lira Individ~ on-lo~ sewage dispoanl system or defl~ In the an-site water service system, 54 t
54~ or any defects or condiOoue on the Property. Should Seller he In default under the ternm of this Agreement, this ~lansu doos not deprive 542
54.t Buyer of any right lo pursue any remedies that may he available under law or equity. This release will survive settlement. 543
~r~ ~ 26. REPRESENTATIONS (1--02)
~4~, IA ) Buyer understands that any represenlatious, claims, advertising, p~omntional activities, brochures or plans of any kind nmde by Seller. Bakers,
!,.~; their licensees, employees, oll~cers, or pm'tuers are m.q a pm1 of this Agreement unleas exp~ssly iocoqx~Lted or slated in this Agre~mcm. It ia
',.w further understood that this Agreement contains the whole apeement between Seller and Buyer and there are no other terms, obligations.
~48 covenants, represenlatioes, statements or conditiou~ oral or otherwisu of any kind whatsoever conceming ,this sale. Fuflhennorc, this 54B
~-~ Agruemenl will nm be altered, amended, changed, or modified except ~"writing executed hy the pm~ies. 549
hbo (B) it is understood that Buyer has inspected the Property bofml signJag this Agrsement (including ~xtures and any personal property 55,
!i5 ~ specifically scheduled herein), or has waived the right to do so, and has agreed to pncclmse the Property in its present condition unless
562 otherwise slated in this Agreement. Buyer acknowledges that BcokenN their Ilrenser~ employees, ofllcers or partners have net made
55.3 an independent examination or deteeminatinn of the structural sounduesa of the Pcoperty, the age or condition of the components, envJ-
~ renmenlal conditions, the permitted uses, or of conditinne existlag in the locale where the Preperty is situated; nor have they made a
,5.55 mechanical inspection of any of the systems contained therein.' ~ t ~ . ...',
5~6 (C) Any repairs required by this Agreement will be completed iff a workmanlike manner. .550
,557 (D) Broker(s) may perform services to assist unrepresented parties in complying with thc terms of this Agreement.
~.58 (El The headings, captions, and line numbers in this Agreement are. meant only to make it easier to find the paragraphs. ,550
5.59 27. DEFAULT(1-O2) 55§
~oo (Al Seller has thc option of retaining all sums paid by Buyer, including the deposit monies, should Buyer:. 560
!.,61 I. Fail to make any additional payments as specified in paraarsph 3; OR
f,5~ 2. Furnish I~lse or incomplcte information to Seller, Broker(s), or the mo(lgage lender, if any, couccroing Buyer's legal or fioancial status,
.5.53 or fail to cooperate in thc processing of the mortgage loan application, which acts would result in the failure to obtain the approval of a 583
.sb.t mortgage loan commitmem: OR 904
5~5 3. Violate or fail to fulfill and perform any other temu or conditions of this AgreemenL
~a~ (B) Unless otherwise checked in paragraph 27 (C), Seller amy elect t~relain.._~ose sums paid by Buyer, including deposit monies, in one of the
551 following mmo~rs: 567
568 I. On account of purchase price; OR 560
569 2. As monies to be applied to Seller's damages; OR -~. 569
5,~ 3. A~tiqaida~damages forsnch breach. 5~u
5/~ (C) k.J,-'~¢ller is limited to retaining sums paid by Buyer, including deposit monies, as liquidated damages.
!~/? (D) If Seller retains all sums paid by Buyer, including deposit monies, as liquidated damages pursannt to paregrsph 2"/(B) or (C), Buyer and Seller
5/3 will be retcasud from Ihrtber liability or obligation and this Agreement will be VOID. 5/3
5/4 2X, MEDIATION (7-96) 5~4
5~5 r-I NOT AVAILABLE 575
5/¢ [~] WAIVED. Buyer and Seller understand dmt they may choose to mediate at 8 later date, should a disputo nri~e, hot that Ibere will be no obit-
5/z gat~av on the p~t of any party to do so.
5;8 I:~,/~'F-C'"r E D 578
5;9 (Al Buyer and Seller will try to resolve any dispato or claim that may arise from this Agreement through mediation, in accordance with (he Rules 510
.580 and Procedures of' the Home Sellers/Home Buyera Dispute Resolution .System. Any agreement reached through a mediation conference and 5sa
5,51 signed by the pmlies will be hireling. 581
:~a~ (B) Buyer aod Seller acknowledge that they have received, read, and underaland the Rules and Procedures of the Home Sellers/liome Buyers 582
',,:~ Dispute Resolution System (see Medialion No, ice). 583
,584 (C) This agreement to mediate disputes arising from this Agreement will survive settlement. 584
5115 585
~68
~i95
6O5
606
608
616
5it
612
61:1
514
616
617
618
619
620
621
625
29. SPECIAL ~.,AUSES (1-02)
(A) The following are peFt of this AgFeement if checked:
n Sale & Settlcmcot of Other Properly
Contingency Addendum (PAR Fofln SSP)
[] Sale & Settlement of Other Properly ContingenCy
with Right to Continue Marketing Addendum
(PAR Form SSP-CM)
, [] Se~ement of'Other Property Contingency Addendum (PAR Form SOP)
f-J Tenant-Occupied Pmpert~ Addendum (PAR Form TOP)
648
h49
565
666
Buyer and Seller acknowledge receiving a copy of this Agreement at the lime of signing.
NOTICE TO PARTIES: WHEN SIGNED, THIS AGREEMENT IS A BINDING CONTRACT. Return by facsimile transmission (FAX) of this
Agreement~ and all addenda, benrlag the signatures of nfl Imrtie~ constitutes acceptance of this Agreement. Parties to this trananction are advised
nn attorney before signing if they desire legal ndvico. "' .... ' r , ' .
~[~]'/JJ~ has ~-ceived the Consumer N~)flce at..a~0pted by the Sta. Real .E.~_ on at 49 Pa. Code
~[~l/'/?u'y~has received a statement of Buyer's estit~i**ed'~f'&Mh~*mtrt~gning thh~g~,ement.
~ .Ihlyer has read and understands the notices and explanatory JnfoFmntion set foflh in this AgreemenL
E~/'Bu~et~has received a Seller's Property Disclosure Statement, before signing this Apx, ement, If required by law (see Information Regarding
~';' Real Estate Seller Disclosure Law). ' ' ' ..... :' '~ ...... ~':'~
~ Buyer has received the Deposit Mouey Notice (for cooperative sales when Broker for Seller is holding deposit money) hefore slLmlng this
Agreement. ., ,
' "",' ..... ¢
B~E~'S CONTACT NOMBER(S): ~', .--~1'7 --~/- ~,~ ,., . , ;,
WITNESS. BUYER DATE
587
,588
589
590
592
593
594
595
595
59~
596
599
601
603
664
505
666
607
606
609
610
611
612
613
614
515
616
617
618
620
621
622
623
624
625
626
627
626
Bcoker's/Liconsees* Certifications (check all that are applicable)-' ,~w-
Regarding Lend-Baaed Paint Herds DiseJ~sm'e: Required if Property was built before 1978: The undes3igned Liconsees involved in
this transm~tiou, on bch~f of thenuclves and their brokers, ceflify that their st~_emcnts are true to the best of their knowledge m~l beliel:
Acknowledgement: Thc Licensees involved in this ~.snction have'informed Seller o£ Seller's obligations umler The Residential Lend-Based
Puim H~.~d Rcdecthm Act, 42 U.S.C. §4552(d), ;md ~re awn;e of their responsibility to cfuure compliance.
Regarding Fi[A Mortgages: The undersigned Licensees involved in this tnflSl~lion, on behalf of thent.~etves m~l their brokers, ceflil'y that
the terms of this COfltr'dCt for pUrChaSe are true to the best of their knowledge and belief, and that any uther agreement entered into by any of
thc"~ p~flies in connection with this transaction is attache0 to this Agreement.
[] Regarding Mediation: The undersigned [] Broker for Seller [] Broker for Buyer agree to submit to mndiaticm in accordmw, e with
ParaF, ntph 28 of this Agreement. ,~ I /
ACCEPTED BY t~ .?J?~ ~)~A~r ~ _ ,/ ;/ ..~-~,---..~ /' DATE ,/~ //.".'. /'/~' ~
_- . _ ~ , ~ , /?' - / ', / /
Acc ,,TED.¥ /,'. ' - ',.--/ .ATE //,/'% O,
634
635
635
631
636
647
659
665
6615
667
666
530 Seller hereby app~ves t.ha..above ..c~_tract this (date) 630
631 ~ 631
53~ 632
533 633
as received the CSnsumer Notice as adopted by th~ State Real Estate Commission at 49 Pa. Code §35.3:36.
~...~lJer has received a statement of Seller's estimated closing costs before si[~nlng this Agreement.
L.I Seller has read and understands the notices and explanatory information set forth in this Agreement.
X
I/
WITNESS [~ SELLER ' DATE.
WITNESS SELLER'. DATE.
11/10/2003 HON 10:38 FAX 717 761 1455 REMAX REALTY ASSOC. ~001
This language will replace paragraph
bo
11, Status of Radon, Option 2.
Accept the property in writing'and agree to the release set forth in
paragraph 25 of this agreement, OR
Submit a written, corrective proposal to Seller. The corrective proposal
will include, but not be l{mited to, the name of the certified mitigation
company; provisions for payment, including retests; and a projected
completion date for corrective measures.
If the Seller chooses to pay the costs of remediation and retest, which must
be completed by settlement, the Buyer after receiving written verification
that remediation has been successful, will at settlement, reimburse the
seller the actual costs ofremediation and retest or pay the Seller $800
whichever is less.
do
tf the Seller chooses not to pay the cost ofremediation and retest, or the
same is not completed by settlement, or Buyer doe. s not receive written
verification that remcdiation has been suCCessful prior to settlement, the
Buyer has ttm fight to terminate this Agrecment~ in which case all deposit
monies paid on account of purchase price will be returned promptly to
Buyer and this Agreement will be void.
Tax Parcel No.20-24-0785-417
THIS DEED,
MADE THE
BETWEEN
day of December in the year two
thousand three (2003)
RICHARD H. BASEHORE, Executor of the Last Will and
Testament of Agnes D. Basehore, late of the Bor-
ough of Mechanicsburg, Cumberland County, Pennsyl-
vania, party of the first part,
and
DAVID S. PRICE, and AMBER A. BOSCO, husband and
wife, of Mechanicsburg, Cumberland County, Penn-
sylvania, party of the second part:
W~ER~AS, the said Agnes D. Basehore by her Last Will and Testa-
ment, duly proved and recorded in the Cumberland County Register
of Wills Office, Pennsylvania, in Docket Book 21-03-0624, Letters
Testamentary being issued on July 21, 2003, provided, in perti-
nent part, as follows:
?HIRD: In addition to all powers granted to them by law and
by other provisions of this Will, I give the fiduciaries acting
hereunder the following powers, applicable to all property,
exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, for any
period of time, any real or personal property and to give options
for sale, exchanges or leases, for such prices and upon such
terms (including credit, with or without security) or conditions
as are deemed proper. This includes the power to give legally
sufficient instruments for transfer of the property and to
receive the proceeds of any disposition of it...
SIX?H: I nominate and appoint my son, RICHARD H. BASEHORE,
Executor of this, my Last Will and Testament...
NOW THIS INDENTURE WITNESSETH, that the said parties of the first
part, by virtue of the power and authority aforesaid, in said
Will contained, and in consideration of the sum of One Hundred
Nine Thousand, One Hundred and Fifty Five Dollars ($109,155.00)
to them paid by the said party of the second part, at and before
the ensealing and delivery of these presents, the receipt'whereof
is hereby acknowledged, have granted, bargained, sold and con-
veyed, and do hereby grant, bargain, sell and convey to the said
party of the second part, their heirs and assigns forever:
ALL THAT CERTAIN piece or parcel of land situate in the Borough
of Mechanicsburg, Cumberland County, Pennsylvania, being more
fully bounded, limited and described as follows, to wit:
BEGINNING at a point in West Marble Street at the North-
easterly corner of lands now or formerly of Richard R. Knise!y
and wife; thence along the line of said lands now or formerly of
Richard R. Knisely and wife, in a Southerly direction, a distance
of one hundred thirty-four (134) feet to an Alley; thence along
said Alley in an Easterly direction, a distance of forty-three
(43) feet to a point in the line of land now or formerly of D.
Wayne Gutshall and wife; thence along said land now or formerly
of D. Wayne Gutshall and wife, in a northerly direction, a
distance of one hundred thirty-four (134) feet to a point in said
West Marble Street; thence along said West Marble Street in a
Westerly direction, a distance of forty-three (43) feet to a
point at the Northeasterly corner of land now or formerly of
Richard R. Knisley and wife, at the point and place of BEGINNING.
HAVING thereon erected a single family dwelling house known
and numbered as 207 West Marble Street, Mechanicsburg, Pennsylva-
nia.
BEING the same premises which Ellsworth P. Murphy, Executor
of the Estate of Rebecca J. Casse!l, by deed dated September 25,
1969 and recorded September 25, 1969 in the Cumberland County
Recorded of Deeds Office in Deed Book K, Volume 23, Page 48,
granted and conveyed onto Charles S. Basehore and Agnes D.
Basehore, husband and wife. The said Charles S. Basehore died
December 9, 2002, whereupon full and complete title to the within
described property became vested solely in Agnes D. Basehore,
surviving spouse. The said Agnes D. Basehore died July 15, 2003.
TOGETHER with all and singular the rights, liberties, privileges,
hereditaments and appurtenances whatsoever thereunto belonging or
in anywise appertaining, and the reversions and remainders,
rents, issues and profits thereof, and all the estate, right,
title, interest, property, claim and demand whatsoever of the
said Agnes D. Basehore at and immediately before the time of her
decease in law or equity or otherwise howsoever, of, in, to or
out of the same:
TO HAV~ AND TO HOLD the said granted premised to the said party
of the second part, their heirs and assigns forever.
AND the said parties of the first part, do covenant, promise,
grant and agree, to and with the said party of the second part,
their heirs and assigns, by these presents, that the said party
of the first part, has not done, committed, or knowingly or
willingly suffered to be done, any act, matter or thing whatso-
ever, whereby the premises aforesaid, or any part thereof, is
are, shall or may be charged or encumbered, in title, charge or
estate, or otherwise howsoever.
IN WITNESS WHeReOF, the said party of the first part has
hereunto set his hand and seal the day and year above written.
Signed, Sealed and Delivered
ghe Presence of
RICHARD H. BASEHORE
Executor of the Estate of
Agnes D. Basehore
COMMONWEALTH OF PEAFNSYLVANIA :
:
COUNTY OF C~'rr~o~d :
SS.
On this, the ~qe~ day of ~Zdozr~%- , 2003, before me,
the undersigned officer, personally appeared RICHARD H. BASEHORE,
known to me (or satisfactorily proven) to be the person whose
name subscribed to the within instrument, and acknowledged that
executed the same for the purposes therein contained.
seal.
IN WITNESS WHEREOF, I hereunto set my hand an~ official
Noto~ public Notary Public
BNSP OF LOWE~ ^[~EN My Co~ission E~ires: C~- Z;,
Certificate of Residence
I do hereby certify that the ~recise residence and complete
post office address of the within named grantees is
~ v~ , 2003 ~.¢ ~.-i~/~~ ~.C~
Attarney/Agent for Gran~'~es
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
RECORDED on this day of , 2003,
in the Recorder's Office of the said County, in
Deed Book, page Given under my hand and
the seal of the said office, the date above written.
Recorder.
US. DEPARTMENT OF HOUSING AND uRaAN DEVELOPMENT
A. HUD-1 UNIFORM SETTLEMENT STATEMENT
b. Type of Loan
1 .[ ] FHA 2.[ ] FmHA 3.[ ] Cony. Unins.
4.[ ] VA 5.[ }Conv. Ins.
6. File Number: 17. Loan Number:.
8. Mortgage Insurance Case Number:
C. NOTE: This form furnishes a statement of settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
"(p.o.c.)" were paid outside the closing; they are shown for informational purposes and are not included in the totals.
D: Name & Address of Borrower:
David S. Price and Amber A. Bosco
330 S. Washington Street, Apt. 1
Mechanicsbur~ , PA 17055
G. Property Location:
207 W. Marble Street
Mechanicsburg, PA 17055
J. Summar7 of Borrower's Transaction
E. Name, Address & TIN of Seller:.
The Estate of Agnes D. Basehore
TIN of Seller:
Place of Settlement
1104 Femwood Avenue, Sta. 104
Camp Hill, PA 17011
100. Gross Amount Due from Borrower:
101. Contract sales pdce
102. Personal Pmpody
103. Borrower's settlement charrjes {line 1400)
104.
109,155.00
5,436.73
F. Name & Address of Lender:
Northwest Savings Bank - 708
108 Libedy Street PO Box 1793
Warren , PA 16365
H. Settlement Agent:
William C. Kollas, Esquire
I. Settlement Date: Dec 29 2003
K. Summa~7 of Seller's Transaction
400. Gross Amount Due to Seller:
401. Contract sales price
402. Personal Property
403.
404.
105. 405.
Ad)ustments for Items paid b~/seller In advance
106. City/town taxes 12/29/03 to 12/31/03 2.93
107. County taxes to
108. School taxes 12/29103 to 6130/04 605.69
Adjustments for Items paid by seller In advance
406. City/town taxes 12/29/03 to 12/31103
407. County taxes to
408. School taxes
109,155.00
2.93
12129103 to 6130~4 605.69
109. to 409. to
110. 410.
111. 411.
112. 412.
113. 413.
120. Gross Amount Due from Borrower 115,200.35 420. GroeeAmount Dua to Seller 109,763.62
500. Reductions In Amount Due to Seller:
501. Excess deposit {see instructions)
502. Settlement chan:jes to seller {line 1400)
503. Existlncj loan{s) taken subject to
504. Payoff of first mort~la(,]e
505. Pa}off of second mort~acje
506.
200. Amounts Paid by or In Behalf of Borrower:
201. Deposits or eamest money 1,000.00
202. Principal amount of new loan{s) 103,695.00
203. Existincj loan(s) taken subject to
204.
205.
206.
207. 507.
208. 508.
209. 509.
Adjustments for items unpaid by seller
510. City/town taxes to
511. County taxes to
512. Assessments to
Adjustments for Items unpaid by seller
210. Cityltown taxes to
211. County taxes to
212. Assessments to
6,921.05
213. to 513. to
214. 514.
215. 515.
216. 516.
217.
218.
219.
220. Total Paid By'for Borrower
300. Cash at Settlement From/to Borrower
301. Gross amount due from borrower (line 120) I
302. Less amounts paid ~or borrower {line 220)
303, Cash I~lfrom IEIIto Borrower
104,695.00
115,200.35
104,595.00
10,505.35
517.
518.
519.
520. Total Reduction Amount Due Seller
:600. Cash at Settlement To/from Seller
6,921.05
601. Gross amount due to seller {line 420)
602. Less reductions in amount due seller (line 520)
603. Cash I~lto I~from Seller
109,763.62
6.921.05
102.842.57
Subetltute Form 1099 Seller Statement
The information in Blocks E, G, H, I & line 401 (or, if line 401 is asterisked, line 403 and 404) is Impodant tax information and is being furnished
to the Internal Revenue Service. If you are required to file a return, a sanction will be imposed on you if this item is required to be repoded and
the IRS determines that it has not been reported. If this real estate is your principal residence, file Form 2119, Sale or Exchange of Principal
Residence, for any gain, with your income tax return; for other transactions, complete the applicable parts of Form 4797, Form 6252 and/or
Schedule D (Form 1040). You are required to provide the Settlement Agent (named above) with your correct taxpayer identification number. If
you do not provide the Settlement Agent with your taxpayer identification number, you may be subject to civil or criminal penalties imposed by
law. Under penalties of perjury, 1 certify that the number shown on this statement is my correct taxpayer identification number.
"'"~'~¢'~'~~ . '~-~.4.S.'1.,) (Seller)
The Estate of Agnes D. Basehd're
Copyfi~la l"lmq~Fonm,com 2002
L Settlement Charnee
700. Total Sales/Broker's Co,~;selon: (based on price)
Division of Commission {line 700) as follows:
701. Remax ~5,704.50
702. ~ 125.00
703. Commission paid at Settlement
704.
800. items Payable in Connection with Loan
801. Loan Odqination Fee
802. Loan Discount 2% Northwest Savings Bank
803. Appraisal Fee Northwest Appraisal Services POC $225
804. Credit Report The Credit Bureau, Inc. POC $9
805. Lender's Inspection Fee
806. Mortqaqe Insurance Application Fee
807. Loan Processin,q Northwest Savinqs Bank
808.
809.
810.
811. Flood Determination Fee to Fidelity National Flood Services POC $9
812.
813.
814. Application Fee POC ~300
900. Itema Required by Lender to Be Paid In Advance
901. Interest from Dec 29, 2003 to Jan 1, 2004
902. Mort,qa,qe Insurance Premium for
5.8400 per day
903. Hazard Insurance Premium for I year to Farmers Mutual POC $345
904.
905.
1000. Reeewes Deposited with Lender
1001. Hazard insurance 3 months ~,, $ 28.75 per month
1002. Mortoaoe insurance months ~ $ Der rngn~h
1003. City property taxes 11 months (~ ~ 11.99 per month
1004. County property taxes 11 months ~ $ 16.91 per month
1005. Annual assessments 7 months ~J ~ 99.60 per month
1006. months ~, ~ per month
Paid from
Borrower's
Funds at
Settlement
2,073.90
250.00
47.53
86.25
131.89
186.01
697.20
1007.
1008. '
1009. A.q,qre~, ate Account n,q Adiustment
1100. Title Cha~,~es
1101. Settlement/closinq fee
1102. Abstract/titia search Abstract Settlement and Property Services, Inc.
1103. Title examination Stewart Title Endorsement 100,300, 8.1
Release
1104. Title insurance binder Stewart Title
1105. Document preparation
1106. Notary fees
1107. Attorney's fees
{includes above itam numbers
1108. Title insurance
{includes above item numbers
1109. Lender's coveraqe
1110. Owner's coverage
1111.
1112.
1113.
1200. Government Recording and Transfer Charges
1201. Recordinq Deed 50.00 Mortqaqe 90.00
1202. City/county tax/stamps: Deed Mort.qage
1203. State tax/$ta,,ps: Deed Mort,qaqe
1204.
1205.
1206.
1300. AddltlonalSatttament Charges
1301. Survey
1302. Pestlnspection
1303.
1304.
1305.
1306.
1307.
1308.
1400. Total Settlement Charges {This Number Transfers to Lines 103 & 502 Above)
CE.A¥iFICATION
(345.60)
130.00
150.00
798.00
140.00
1,091.55
5,436.73
Paid From
Seller's
Funds at
Settlement
5,829.50
POC
1,091.55
6,921.05
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of
all receipts and disbursements made on my account or by me in this transaction. I furth~ certify that I hnave received a copy of the HUD-1
Settlement Statement. _ ~ , L
The Estate of Agnes D. Baseh~re
Seller k _,~(/I, vJff./~. ~('f* {~ ~-~,) Borrower
Amber A. Bosco
To the best of my knowledge the HUD-1 Settlement Statement which I have prepared is true and accurate account of the funds which were
received and have been or will be disbursed by the undersigned as part of the settlement of this transaction.
Settlement Agent Date
William C. Kolias, Esquire
WARNING: # i~ a cfln~ t~ Imowiagly make fai~e ~atemea~ to the Ul~led Slate~ ~1 Ui~ ~.a~yo81~. ~mi~r fem,. Penalties upon c~xwlctk3n can Inc~de a fine and impd~mme~t. F~-
de{ails see: Title 18 U.S. Code Section 1009 a~J Sectk3n 1010.
Copyf~lJltl TtloepeFonm.com 2002
REV-1508 EX * (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Agnes D. Basehore SS# 207-07-7102 07/15/2003 21-03-00624
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
iTEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
4
5
6
Comcast Cable - Refund of account
Contents of home and personal property - Sold at private sale
Erie Insurance Refund of homeowners insurance policy
Verizon Refund of account
Citizens Bank - Checking Account No. 6100700704, date of death
balance $14,244.70, accrued interest $0.00
Citizens Bank - Savings Account No. 6240853564, date of death
balance $85,323.51, accrued interest $110.17
1.32
1,960.00
271.00
5.87
14,244.70
85,433.68
TOTAL (Also enter on line 5, Recapitulation) $ 101,916.57
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
To:
From:
Re:
James D. Bogar, Attorney
One West Main St.
Shiremanstown, PA 17011
William G. Rowe, Appraiser
211 Old Stone House Rd.
Carlisle, PA 17013
Personal Property Appraisal
Estate of Agnes D. Basehore
207 W. Marble Street
Mechanicsburg, PA 17055
Date: September 4, 2003
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17013
717-249-1978
LIVING ROOM
TV / VCR
Chair
Tables, round (2)
Mirror
Lamps
Stands (2)
Blanket chest
Rectiner
Recliner
Sofa
Rocker / swivel chair - upholstered
Gateleg table
Radio
KITCHEN
Dinette set
Microware / stand
Refrigerator
Knick knacks
Pots / pans
Household items
DEN
Recliner
Stand
Music center - old
TV - small
Lamp
Secretary
BEDROOM
Twin beds
Dresser
Cedar chest
$30.00
$5.00
$20.00
$10.00
$20.00
$15.00
$125.00
$65.00
$75.00
$40.00
$35.00
$45.00
$5.00
$25.00
$15.00
$75.00
$20.00
$25.00
$15.00
$65.00
$15.00
$10.00
$10.00
$5.00
$2OO.OO
'$50.00
$35.00
$70.00
Basehore Appraisal 1 9/4/2003
Stand
Foot stool
SEWING ROOM
Chest of drawers
TV, old - no value
Upholstered chair
Lamp
Sewing items
Vacuum
Costume jewelry
Household items
BASEMENT
Chest of drawers
Cabinet
Rug
Wardrobes, metal (2)
Vacuum
Washer ! dryer
Fans
Dehumidifier - old
Christmas items
Scroll saw
Misc. tools
Kitchen cabinet
Household items
PORCH
Air conditioners (2)
Lawn chairs
STORAGE
Snow thrower
Lawn mower
Garden tools
Long-handled tools
Leaf blower - electdc
Weed eater - eiectdc
Garage items
$5.00
$10.00
$60.00
$0.00
$25.00
$5.00
$15.00
$10.00
$15.00
$5.00
$15.00
$10.00
$10.00
$20.00
$5.00
$150.00
$2O.OO
$5.00
$10.00
$20.00
$45.00
$115.00
$10.00
$50.00
$5.0O
$65.00
$60.00
$10.00
$20.00
$10.00
$10.00
$20.00
TOTAL $1,960.00
William G. Rowe
Basehore Appraisal 2 9/4/2003
CITIZENS BANK
525 William Penn Place
Suite 153-2510
Pittsburgh, PA 15219
September 28, 2003
JAMES D. BOGAR
ONE EWST MAIN STREET
SHnLEMANSTOWN, PA 17011
Estate of AGNES D BASEHORE
Date of Death: Jul 15, 2003
SSN: 207-07-7102
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 412.867.2299.
Sincerely,
Barbara Richards
Operations Services
CITIZENS BANK
Account Number 6100700704
Account Title AGNES D BASEHORE
02/26/1970
Date Opened
Account Type
Principal Balance as of DOD
Interest from Last Posting to DOD
Account Balance as of DOD
Checking
$14,244.70
$14,244.70
YTDInterestto DOD $21.25
CITIZENS BANK
Account Number 6240853564
Account Title AGNES D BASEHORE or RICHARD H BASEHORE
02/24/2003
Date Opened
Account Type
Principal Balance as of DOD
Interest from Last Posting to DOD
Account Balance as of DOD
Savings
$85,323.51
$110.17
$85,433.68
YTDInterestto DOD $530.21
REV-1511 EX + (1-g7)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Agnes D. Basehore SS~/ 207-07-7102 07/15/2003 21-03-00624
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
FUNERAL EXPENSES:
Jeremy Shartzer - Cemetary marker installation
Malpezzi Funeral Home - Final Bill - funeral arrangements
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / E[N Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney's Fees Jennifer B. Hipp Esquire
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
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Bon Ton Department Store Final Bill - charge account
Borough of Mechanicsburg - Final Bill - sewer and refuse
Clauser Real Estate Appraisals - Appraisal of real estate prior
to sale
Erie Insurance Company - Final Bill home owners insurance
Linden Hall Antiques Personal property appraisal fee
PP&L - Electric Bill - final
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
675.00
367.70
6,125.00
269.00
34.91
98.02
295.00
334.00
85.00
154.66
13,612.99
22,051.28
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, [nc. Form REV-1511 EX (Rev. 1-97)
Estate of: Agnes D. Basehore
Soc Sec #: 207-07-7102
Date of Death: 07/15/2003
Continuation of Schedule H-B7
(Other Administrative Costs)
Item Description
Amount
10
11
12
13
14
Recorder of Deeds Realty Transfer Tax
Remax Realty - Commission
RESERVES: Costs to conclude administration of Estate including
filing fee for PA Inheritance Tax Return, Inventory and First &
Final Account; preparation of Personal and Fiduciary Income Tax
Returns
Sidingmasters, Inc. Final Bill installation of windows and
awning at real estate (Decedent entered into contract prior to
death)
Terminix - Final Bill - termite treatment for real estate
UGI Gas Company - Gas Bill final
United Water - Water Bill final
Verizon Telephone Bill-Final
1,091.55
5,829.50
85O.O0
5,100.00
206.70
369.64
90.47
75.13
13,612.99
REV-151Z EX + {1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
A~nes D. Basehore SS~ 207-07-7102 07/15/2003 21-03-00624
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 77.96
2
Conner-Rich Associates Internal Medicine - Final Bill - hospital
admission and medical treatment
Moffit Heart & Vasculary - Final Bill doctor
TOTAL (Also enter on line 10, Recapitulation)
110.00
$ 187.96
(If more space is needed, insert additional sheets of the same size)
Copyright(c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES[DENT DECEDENT
ESTATE OF FILE NUMBER
Agnes D. Basehore SS# 207-07-7102 07/15/2003 21-03-00624
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
II.
TAXABLE DISTRIBUTIONS [include outright spou~l distributions, and
transfers under Sec. 9116(a~1.Z)]
Richard H. Basehore
963 W. Trindle Road
Mechanicsburg, PA 17055
Son
Rest, residue
and remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ?00o form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
LAST X,VILL AND TESTAMENT
OF
AGNES D. BASEHORE
I, AGNES D. BASEHORE, of Meckanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my husband,
CiLARLES S. BASEHORE, provided he survives me by sixty (60) days.
SECOND: Should my husband, Ci~X3.LES S. BASEHORE,
~!~st (61st) day
o~e~e~ease me or die on or before the sixty-='~
following m~y death, i devise and be_cfueath al! the rest, residue
W .... eye_
and remainder cf my estate of whatever nature and ~=~
siuuate, '~ ~, '~ property over which i hold Dower of
appointment and together with any insurance policies thereon, to
my son, RiCPL~RD H. BASEHORE, provided that ke predecease me, then
to my dauGhter-in-law, P~4ELA H. BASEHORE.
T~ZRD: in addition to al! powers granted to
law and by other p~c~_sqo=s of this Wi!! ~ cive the fiduciaries
acuing hereunder the following powers, applicable to al! proper-
ty, exercisable without court approval and effective until acius!
disuribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, witkout regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
~ insurance ~o~c~es or in other investments
(?) To exercise any election or privilege given by the
==~e~a~ and other tax laws ~ ~'~
......... c_._c_~g, but not necessarily being
........ d to, personal inccme, gift and estate or inheritance tax
laws.
(G) To makec_s~r=~u=_ons'~ ~ ~ to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrcw money from ~hemse!ves or others in order
~o pay debts, taxes, or estate or trust administration expenses,
to protec~ or improve any properly held under my will, and for
_==v_stment purposes.
(i) To select a mode of payment under any qaa!ified
retirement plan (pension plan, profit sharing plan, employee
stock oe~ership plan, or any other typ_e of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
2
any other rights which they may have under the plan, in whatever
marmer they consider advisable.
FOURTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
FIFTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attacb2nent, execution or sequestra-
tion for a~v.._ debt, contract, obligation or liability o~ any
beneficiaryt and furthermore, shall not be subject tc pledge,
assigr_ment, conveyance or anticipation.
SZXT~: I nominate and appoint my son, RIC~L~D H.
BASEHORE, Executor of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said R2Ci~qD H. BASEHORE, i nominate and
appoint my daughter-in-law, P~ELA H. BASEHORE, Executrix of
this, my Las5 Will and Testament. I direct that my Executor or
Executrix, as the case may be, and their successors, shall not be
required tc pcs5 security or a bond for the performance of their
. ~,~ ~ ~
duties in any ~u~~_d_c~on.
3
IN WITNESS WP/-R. OF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this~.~'~/,~'~ay of
/'v/~,'i~ i~i/ ' 2002.
..... .> ;:,--. >' -"' (SEAL)
AG~ES/D. BASEHORE
Signed, sealed, puo_zshed and declared by the above-
n~med Testatrix as and for her Last Will and Testament in cur
presence, who, at her re_cfuest, in her presence and in the
presence of each other, have hereunto subscrzoe_ our names as
attesting witnesses.
Address
Address
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estate of Agnes D. Basehore
also known as
, Deceased
No. 21-03-00624
Date of Death 07/15/2003
Social Security No. 207-07- 7102
Richard t~. Basehore,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I AVe verify that the statements made in this Inventory are true and correct, lANe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
Name of ~
Attorney: Jennifer B. Hipp Esquire Signature:
Richard [-l. Basehore
I.D. No.: 86556 Signature:
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717/737-8761
Address: 963 W. Trindle Road
Mechanicsbur~, PA 17055
Telephone: 717/766-7195
Dated:
(See
Description
continuation page(s) attached)
Value
(Attach additional sheets if necessary)
Total: 211,071.57
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, [nc. Form #Ri-? (19gz)
Estate of:
Date of Death:
County:
INVENTORY
Agnes D. Basehore
o7/15/2oo3
Cumberland
CASH:
Citizens Bank - Checking
Account No. 6100700704, date
of death balance $14,244.70,
accrued interest $0.00
Citizens Bank - Savings
Account No. 6240853564, date
of death balance $85,323.51,
accrued interest $110.17
Comcast Cable
account
Refund of
Contents of home and personal
property - Sold at private
sale
Erie Insurance Refund of
homeowners insurance policy
Verizon - Refund of account
REAL ESTATE/PA:
Sale of real estate Ail that
certain piece or parcel of
real estate having erected
thereon a dwelling house
being known and numbered as
207 West Marble Street,
Mechanicsburg, Pennsylvania.
The property was acquired by
Charles S. Basehore and
Agnes D. Basehore, husband
and wife, by Deed dated
September 25, 1969 and
recorded September 25, 1969
14,244.70
85,433.68
1.32
1,960.00
271.00
5.87
109,155.00
101,916.57
-1-
in the Cumberland County
Recorder of Deeds Office, a
copy of said Deed being
attached hereto and
incorporated herein. The
said Charles S. Basehore
died December 9, 2002,
whereupon full and complete
title to the within
described property became
vested solely in Agnes D.
Basehore, the Decedent
herein. The above-described
real estate was sold
pursuant to an Agreement of
Sale for Real Estate dated
November 7, 2003, a copy of
which is attached hereto and
incorporated herein. Final
settlement took place on
December 29, 2003. A copy
of the Deed conveying, said
real estate, along with a
copy of the Settlement
Sheet, are attached hereto
and incorporated herein.
The sale price of the real
estate was $109,155.00.
TOTAL RECEIPTS OF PRINCIPAL ...............
109,155.00
211,071.57
-2-
BUREAU OF ZNDZVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
'04 APR 2O
JENNIFER B HIPP ESQ
SHIREMANSTOWN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-Z547 EX AFP
DATE 04-19-Z004
ESTATE OF BASEHORE
DATE OF DEATH 07-15-2005
FILE NUMBER 21 03-0624
COUNTY CUMBERLAND
ACN 10!
I kmoun{ Rmmi{{ed
AGNES D
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-15&7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BASEHORE AGNES D FILE NO. 21 05-0624 ACN 101 DATE 04-19-2004
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I Real Es~a~a (Schedule A)
S~ocks and Bonds (Schmdula B)
$ Closely Held Stock/Partnership Zn~mrms~ (Schedule C)
Nor~gegms/No~ms RmcaAvabZm (Schedule D)
5 Cash/Bank DaposA~s/Nisc. Personal Propmr~y (Schedule E)
6 JoAn~ly Owned Propmr~y (Schedule F)
7 Transfers (Schedule G)
8 To~a! Assm~s
APPROVED DEDUCTIONS AND EXEMPTIONS=
9 Funeral Expmnsms/Adm. Cos~s/NAsc. Expanses (Schedule H)
10 Dob~s/Nor~gagm LAmbAIA~Aos/Limns (Schedule 1)
11 To,al Daduc~Aons
12 Ne~ Value of Tax Rm~urn
(1)
(2)
(3)
(4)
($)
(6).
(7).
109~155.00
O0
O0
O0
101~916.57
O0
O0
(9).
(8)
22,051.28
187.96
NOTE: To insure proper
crmdi~ ~o your account,
submA~ ~he upper por~Aon
of ~hAs form wASh your
tax payment.
13
NOTE:
211,071.57
(11) 22.230.2~,
(12) 188,852.33
CharAtablm/Govmrnmmn~al Bequests; Non-elected 911:5 TrusSes (Schedule J) (13)
Ne~ Value of Es~a~a Sub~ec~ ~o Tax
Zf an assess;ent ~as lssued previously, lines 1~, 15 and/or 16, 17,
reflect flgures that lnclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.oun~ of L/nm lq at Spousal ra~m
16. Amoun~ of LAne 14 *axabla a~ LAnmal/Class A ra*e
17. Amoun~ of Line 14 at SAbling re~m
16. Amoun~ of Line lfi ~axablm a~ Colla*eral/Class B ra~m
19. PrAnci>al Tax Due
TAX CREDITS
PAYHENT RECEIPT DISCOUNT (+)
DATE NUNBER INTEREST/PEN PAID (-)
10-09-2003 CD003100 424.87
.00
188,832
IF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 arid 19 w111
(~5), .00 x O0 : .00
(x6) 188,832.55 x 045: 8,497.45
(17). .00 x 12 = .00
(18), .00 x 15 = .00
(~9)= 8,497.fi5
AHOUNT PAID
8,279.92
TOTAL TAX CREDIT 8,704.79
BALANCE OF TAX DUEI 207.34CR
INTEREST AND PEN. .00
TOTAL DUE 207.34CR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR ZNSTRUCTZONS.)~
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLSj AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Xnheritance and Estate Tax" (REV-131S). Applications are availabXe at the Office
of the Register of NilXs, any of the ZS Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: X-800-S6Z-ZOSO; services for taxpayers with specie1 hearing and / or
speaking needs: X-8OO-fiqT-SOZO [TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalXowance of deductions, or assessment
of tax [incXuding discount or interest) es shown on this Notice oust object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 17128-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (7173 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (S) calendar months after the decedent's death, a five percent (SI) discount of
the tax pald is allowed.
The 15g tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed es indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine [9) months end one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (67'3 percent per annum calculated at e daily rate of .00016q. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calender year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ZOZ .0005q8 ~'~'~ - 1991 11Z .000S01 ~ 9X · OOOZfi7
1983 167. · 000q38 1992 9Z .0002q7 2002 67' . OO016q
198q 11Z .000501 1993-199q 7Z .OO019Z ZOOS 57' .O00IS7
1981; l:SZ .000556 1995-1998 92 · 0002r+7 ZOOq q.Z .000110
1986 102 .00027q 1999 7Z .OO019Z
1987 IOZ .O0027~, ZOO0 7Z .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUtIBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Agnes D. Basehore
Date of Death: July 15, 2003
Will No.
21-03-00624
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes XX No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 5/12/2004
Jennifer B. Hipp, Esquire
Name (Please type or print)
One West Main St.
Shiremanstown, PA 17011
Address
{717 ) 737-8761
Tel. No.
Capacity:
__Personal Representative
x
__Counsel for personal
representative
(MAH:rmf/AM3)
BUREAU OF INDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 18060!
HARRISBURG, PA 17118-0601
COHHON~/EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-i&O7 EX &FP C01-05)
JENNIFER B HIPP ESQ
I W MAIN ST
SHIREHANSTOWN PA 17011
DATE 05-17-200q
ESTATE OF BASEHORE
DATE OF DEATH 07-15-2005
FILE NUHBER 210$-06Zq
COUNTY CUHBERLAND
ACN 101
Amoun'l: Remi'l:'l:ed
AGNES D
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGTSTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, submi~ ~:he upper por~ion of ~hAs for. wi~h your ~ax payment.
CUT ALONG THXS LXNE ~ RETAIN LOitER PORTION FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03) .~ INHERITANCE TAX STATEHENT OF ACCOUNT
ESTATE OF BASEHORE AGNES D FILE NO. 21 05-062~ ACN 101 DATE 05-17-200~
THTS STATEHENT 'rS PROV'rDED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAHED ESTATE. SHO#N BELO#
'rS A SUHHARY OF THE PR'rNC/PAL TAX DUE, APPL.rCAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPL.rCABLE,
A P~OJECTED .rNTEREST F'rGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 0~-12-200~
PRINCIPAL TAX DUE: .........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
8,q97.q5
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
qZq.87
10-09-2005
Oq-27-200q
CD005100
REFUND
.00
8,279.92
207.3q-
TOTAL TAX CREDIT 8,q97.q5
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
ZF PAID AFTER TH/S DATE, SEE REVERSE
S/DE FOR CALCULAT.rON OF ADDZT/ONAL INTEREST.
( 'rF TOTAL DUE 'rS LESS THAN $1,
NO PAYHENT IS REQU/RED.
ZF TOTAL DUE 'rS REFLECTED AS A 'CRED'rT' (CR),
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR 'rNSTRUCT'rONSo )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLSj AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMHON#EALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, Nhich Nas not requested on tho Tax Return, may be requested by completing an
"Application for Ro~und of Pennsylvania Inheritance and Estate Tax" (REV-13I$). Applications are available at
the Office of the Register of Nills) any of the Z$ Revenue District Offices or from the Department's Iq-hour
answering service for forms ordering: 1-B00-362-2050; services for taxpayers Nith special hearing and / or
speaking needs: [-BOO-qqT-3OZO (TT only).
REPLY TO:
Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB060I, Harrisburg, PA [7[Z8-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedont's death, a five percent (SI) discount
of the tax paid is allowed.
PENALTY:
The [SI tax amnesty non-participation pena[ty is computed on the total of the tax and interest assessed, and not
paid before January [8, [996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one ([) day from the date of
death, to the date of payment. Taxes which became delinquent before January [, [gaz bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .OOO[6q. All taxes which became delinquent on and after
January [, [98Z will bear interest et a rate which wi[[ vary from calendar year to calendar year Nith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through gooq are:
Interest Daily Interest gaily
Year Rate Factor Year Rate Factor Year
198Z ZOZ .0005q8 1988-1991 11Z ,DOOS01 ZOO[
1983 16X .000~38 [99Z 9~ .OOOZq7 2OOZ
198~ llX .000301 1993-199~ 72 .O0019Z 2003
1985 132 .000356 1995-1998 92 .O00Zq7 ZOOq
1986 102 .O00Z7q 1999 7Z .00019Z
1987 9Z .O00Z~7 ZOO0 8Z .000Z19
Interest Daily
Rate Factor
9Z .O00Zq7
6Z ,O0016q
5Z .000137
qZ .000110
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is made after the interest computation data shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005750
BASEHORE RICHARD H
963 WEST TRINDLE ROAD
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
_n__n_ fold
101
$ 3 6.04
ESTATE INFORMATION: SSN: 207-07-7102
FILE NUMBER: 2103-0624
DECEDENT NAME: BASEHORE AGNES D
DA TE OF PAYMENT: 09/02/2005
POSTMARK DATE: 09/02/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 07/15/2003
TOTAL AMOUNT PAID:
$36.04
REMARKS:
CHECK#1028
SEAL
INITIALS: CCP
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
C
o
M
P
T U
A T
X A
T
I
o
N
OFFICIAL USE ONLY
REV-1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE
NUMBER
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Basehore A nes D.
DATE OF DEATH (MM-DD- YEAR)
SOCIAL SECURITY NUMBER
207-07-7102
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
21-03-00624
YEAR
DATE OF BIRTH (MM-DD-YEAR)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 0
(Attach copy of Trust)
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
010. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
o 11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
P NAME
C
0 0 Jennifer B. Hi
R N FIRM NAME (If Applicable)
R D
E E
S N
T TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
uire
One West Main Street
Shirernanstown, PA 17011
R
E
C
A
P
I
T
U
L
A
T
I
o
N
3 -8 6
Real Estate (Schedule A) (1) None
Stocks and Bonds (Schedule B) (2) None
Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 1,082. 72
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 281.92
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
800.80
OFFICIAL USE ONLY
~,~,
~"~~:)
:-::)
~~,_'1
-)
(.'~~
-)
I
"..,
:.,,-~
'.0')
\..0
1,082.72
281.92
800.80
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)( 1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
.0 0
.0 45
.12
.15
(15)
(16)
(17)
(18)
(19)
x
X
X
X
0.00
36.04
0.00
0.00
36.04
800.80
Copyright (c) 2000 form software only The Lackner Group,lnc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
207 West Marble Street
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
36.04
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
36.04
0.00
36.04
. ."."....:.:.::;: ::::::;::::nn:~~nn1n:::::: UlnjjjHHU!UHjHH1HHHnnn~:~::~:::;::::::::::::::::::':":..;.... ." . i[1nI1~~n~. 'jWjjjj)jj [j [if [[[n[nn~~nnn~nnnn ;~;~\::~~:~~:~~:: :::.::.:: :;:;:;:::: :u~:nniHnn1n;n Hi i !jj,jj
""'PCEASE'AN5WER"YHE'FOLLowi'NCf'QUESTIONS"SY'pLACi'N'<fAN "X" iN THE APPROPRIA TEBl.OC'KS ." .
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . ~ ~~x
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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.
~
~
~
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 pre parer other than the personal representative is based on all information of which preparer has any knowledge.
"ON"'" 0' "",ON ""ON"8" eo, "UNO "'''N _ _ _~~ ~~~:d :r:~ i~~~; e~~~~___ ___ _ _ _ _ _ _ _ _ _ _ _ _ ___ _ ___ _ _ Or' J J. o. 5
Mechanicsbur , PA 17055
Jennifer B. Hipp Esquire DATE
One West Main Street
-----------------------------------------------------
Shiremanstown, PA 17011
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 3% [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 0%
[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 0% [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 4.5%, 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 of the decedent's siblings is 12% [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.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV -1508 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Agnes D. Basehore SS# 207-07-7102 07/15/2003 21-03-00624
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Commonwealth of Pennsylvania - Unclaimed Property - ID No.
4774087 (Prudential Financial Inc. Demute Kba (Pa), as per
attached letter dated April 27, 2005
VALUE AT DATE
OF DEATH
1 ,082 . 72
TOTAL (Also enter on line 5, Recapitulation) $ 1,082.72
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97)
to'
~I ~
,11 / "
~l 3"r
Commonwealth of Pennsylvania
Treasury Department
Harrisburg, P A
April 27, 2005
Bashore Agnes D Est Of
C/O Basehore Richard H
963 W Trindle Road
Nlechanicsburg, PA 17055
Re: ClaimID99517161
Dear Mr Basehore:
We are writing to you about the following property (or properties) for which you have
filed a claim:
Property ID:
Property Type:
Holder:
Claim Amount:
Owner(s) of Record:
4774087
Demutualization Cash
Prudential Financial Inc Demute Kba (Pa)
$ 1,080.72
Basehore Agnes D
61 W Keller St, Mechanicsburg, PA 17055-6338
To ensure that property is returned only to its rightful owner, we carry out a thorough
review during which we look at various types of evidence. In the case of your claim,
we need the following: , "!.l-S se~T
'11\ ,.s \.V
. A copy of driver's license or valid state identification. be.\Cf e-.
· Proof of residing or doing business at the address reported by the holder
(highlighted above).
· Original death certificate for owner highlighted above.
· Verification of the Social Security number of the above-highlighted owner.
Please send the evidence to us at the Bureau of Unclaimed Property, P.O. Box 61440,
Harrisburg, PA 17106, along with a copy of this letter. We will then resume working on
your claim.
We ask for your patience during the claims process. It takes time for us to complete the
appropriate research, verification, and approvals that are so necessary, especially in view of
the increasing problems related to identity theft. Therefore, as much as we would like to
return property immediately, it may take as long as eight weeks, and sometimes longer. In the
meantime, if you have any questions, please call our office at 1-800-701-9897 from 7:30 a.m.
to 4:30 p.m. Eastern Time.
Bureau of Unclaimed Property
PO, Box 61440
Harrisburg, P A 17106
Fa:< 717-787-9079
.
.
MR BASEHORE
April 27, 2005
Page 2
If you have filed your claim on our Web site at www.oatreasurv.org, you may log in to check
the status of your claim there.
Thank you for contacting the Pennsylvania Treasury Department It is our pleasure to serve
you.
Claims Examination Unit
Bureau of Unclaimed Property
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Agnes D. Basehore
SSfl 207 - 07 - 7102
07/15/2003
FILE NUMBER
21-03-00624
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees Jennifer B. Hipp Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
262.50
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Register of Wills - Filing fee for Supplemental Return
15.00
2
U.S. Postal Service - Certified Mail to Commonwealth of
Pennsylvania
4.42
TOTAL (Also enter on line 9, Recapitulation) $ 281.92
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601 r,rrvv-.r'rr, rrFir.r- nr
HARRISBURG. PA 17128-Dl.1'Qt!)Ji' ,'.j '.,'I'>,..t ,.r NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I -'
11-14-2005
BASEHORE AGNES 0
07-15-2003
21 03-0624
Cumberland
501
REV-1547 EX (06-05) PC
lU"S L?C -2 PH 2: If2
JENNIFER e,HIPP ESQ
1 W MAlrfsT
SHIREMANSTOWN PA 17011
Appeal Date: 01-13-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS <;::J
'R-Ev~154i eK(I>'s-i>'s)PC h'.' -., - -, 'Notit-e-ciF'INi.fERifA-NCE-TA5f A P'P RAi s'e ME:'NT-,- A-Li:.OWAI~,fCE-OR - --, -.,'., h,.., h,.".".",."
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BASEHORE AGNES D FILE NO. 21 03-0624 ACN 501
TAX RETURN WAS: (~) ACCEPTED AS FILED (0) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
ESTATE OF
DATE 11-14-2005
1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3, Closely Held Stock/Partnership Interest (Schedule C)
4, Mortgages/Notes Receivable (Schedule D)
5, Cash/Bank Deposits/ Mise, Personal Property (Schedule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule G)
8, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 281,92
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0,00
11, Total Deductions (11)
12, Net Value of Tax Return (12)
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ~ returns assessed to date,
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0,00
0,00
0.00
0.00
1,082,72
0,00
000
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,082,72
281,92
800,80
0,00
800,80
ASSESSMENT OF TAX:
15, Amount of Line 14 at Spousal rate
16, Amount of Line 14 taxable at Lineal/Class A rate
17, Amount of Line 14 taxable at Sibling rate
18, Amount of Line 14 taxable at Collateral/Class B rate
19, Principal Tax Due
TAX CREDITS:
(15)
(16)
(17)
(18)
0,00 X .00
800,80 X ,045
0,00 X.12
0,00 X ,15
(19)
0,00
36,04
0,00
0.00
36,04
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-02-2005 CD005750 0.00 36,04
TOTAL TAX CREDIT 36,04
BALANCE OF TAX DUE 0,00
INTEREST 0,00
TOTAL DUE 0,00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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