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Home My WebLink About02-27-09 (2)1 505605 1 058 t ~' ~ `~ ~ ~ : ~` ', , REV- ^ ~~~ EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO Box 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0568 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 193-07-1619 05/16/2008 07/27/1917 Decedent's Last Name Suffix Decedent's First Name MI BRUCE CAROL L (N Applicable) Enter Surviving 3pouse'c Information Sslow Spouse's Last Name. Suffix Spouse's First Name MI N/A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL iN APPROPRIATE OVALS BELOW _ .: 1. Original Retum ~:~'? 2. Supplemental Retum ~~w 3. Remainder Retum (date of death prior to 12-13-82) 4. Llmlted Estate ~.,_, 4a. Future Intsrest Compromise (date of ~:~~~ 5. Federal Estate Tax Retum Required death after 12-12-82} t::~~a 6. Decedent Dled Testate (Attach Copy of Will) ~:v.°:% 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes "~' '' 9. Litigation Proceeds Received `""` '' `~:M ~ 10. Spousal Pov arty Credit (date of death :. 11. Election to tax under Sec. 9113(A) ~ between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOtJLO BE DIRECTED TO: Name Daytime Telephone Number ROBERT R. BLACK (717) 243-37~ rv Firm Name (If Applicable) ° _ REGISTER ~I~LS USE ONL Y , LANDIS & BLACK T , ' First line of address -~ L n :, w - - --~ ~> ~ tV 36 South Hanover Street -=- ~' =^: ~ Second line of address _ ~~ ~ -r-m . ~7 O~ - ?~ City or Post Office State ZIP Code N DATE FILED {,~ _ ._ Carlisle PA 17013 Correspondent's e-mail address: Under penalties of perjury, I dedere that I have examirmed this return, induding accarmpanying sd'medules end statements, and to the beet of my knowledge and belief, k is true, correct and complete. Declaration of p-~erer other than ih I representative is based on all information of which preparer has any knowledge. SIGNATUR~F P~2SON ~SJ?O~SI$l, OR FILING RETU _ ._~ Q 307 Tic riv M oily Springs, PA 17b65 SIGNATU PRE ATIVE AODRES 36 South Hanover Street, Carlisle, PA 17013 PLEASE USE ORIGINAI. FORM ONLY 1 505605 1 058 Side 1 15056051058 15056052059 REV 1500 EX Decedent's Social Security Number Decedents Name CAROL L BRUCE 193-07-1619 RECAPITULATION ______. _._._._..._ ._... _.__ 1. Real estate (ScheduleA) ............................................. L 10,000.00 __ _. 2. Stocks and Bonds (Schedule B) .................... 2 _ _ . . __ _._ _ . _ _ . _ _ _ _ ................... . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. _ __ _. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. ..... .._.... . 6. Jointly Owned Property (Schedule F) ~°u" ~.; Separate Billing Requested ....... 6. . . _. _... __ 7. Inter-Vvos Transfers r£ Miscellaneous Non-Probate Property - - - - (Schedule G) ~'::AN Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 7) ........... 8. r.....~ . _ 10,000.00 . _. __.,_ . _.~ 9. Funeral Expenses 8 Administrative Costs (Schedule W)..... , , . , g, 10. Debts of Decedent, Mortgage Liabilities, r£ Liens (Schedule I) ................ 10. 11. Total Deduction: (total Lines 9 & 10) ................... 11 _.. ................ . 12. Net Valus of Estats (Line 8 minus Line 11) ................. 1Y _ _ __ , ............. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which - - - - --- an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. 14 ........... . ...._. _.., ..., ..m.. . 10,000.00 - _ __ . _. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~ ~~ .._. 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of line 14 taxable _ _. at lineal rate X .045 10,000.00 16, 450 00 17. Amount of Line 14 taxable _. _ . at sibling rate X .12 17 18. Amount of Line 14 taxable _ _ _ _ _ __ at collateral rate X .15 18 19. TAX DUE ......................................................... 19.' _ 450.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Sjde 2 15056052059 REV-1500 EX Page 3 Ftle Number Decedent's Complete Address: 21 os . o5ss DECEDENTS NAME -- -- CAROL ___ _ _ L BRUCE DECEDENTS SOCIAL SECURITY NUMBER STREET ADDRESS _ _ 193-07-1619 _ 113 South Pitt Street Carlisle ' ""'t ; zIP PA ~ 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (U 450.00 A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penal rf a liable Total Credits (A + g + C) (2) ty ~ pp D. Interest E. Penalty 4. N Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT al Irrteresf<Penalty (D + E) (3) Fill In oval on Page Z, Line ZO to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is die TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) Make Check Payable fo: REGISTER OF WILLS, AGENT 450.00 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 ar 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 ................................ . ................ ...... . receive the promise for life of either payments, benefits or care? ......... 2. If death occurred after December 12, 1982, did decedent trensfer proPehY within one year of death without receiving adequate consideration? .................. 3. Did decedent own an "in mist for'" or payable upon death bank arxbunt or security at his ~ her death?,,,,,,,,, ,,,,, 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property whid~ contains a benefcary designation? ................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent (72 P.S. §9116 (a) (1.1) (ii)j. 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 ff the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is four and one-hall (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(x)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent j72 P.S. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Pennsylvania DEPARTMENT OF REVENUE fNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ra~n~r. yr FILE NUMBER BRUCE, CAROL L. 21-08-0568 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 that is jointlyrowned with right of survivorship must be disclosed on Schedule F, Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' All that certain tract of land with the improvements erected thereon stiuate at 113 South Pitt Street, Carlisle, PA 17013. Parcel No. 04-21-0320-194. See HUD attached hereto. Down payment of $10,000.00 was inadvertently omitted from valuation in prior return. TOTAL (Also enter on Une 1, Recapitulation.) f $ ,. If more space is needed, insert addittonai sheets of the same size. LAST WILL AND TESTAMENT OF CAROL L. BRUCE I, CAROL L. BRUCE, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. DISTRIBUTION OF PERSONAL PROPERTY THIRD: I give my personal property in accordance with a Memorandum which I may attach to this Will. In lieu of such Memorandum, all my personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal property of every kind, and insurance thereon, I give in equal shares to my children who survive me for a period of thirty (30) days, to be divided among them as they may agree or, if they are unable to agree, as my Executor may decide. The share of any minor child shall be selected and held by my executor for delivery to such child at termination of minority or, in the discretion of my executor, may be delivered either to the minor or to another to hold for the minor during minority and the receipt of the minor or such other person shall be a complete discharge of my executor. Any items not so disposed of shall be sold by my executor and the proceeds added to my residuary estate. DISTRIBUTION OF RESIDUE FOURTH: I give the rest of my estate, per stirpes, to my three children, namely Robert H. Bruce, Jr., Elizabeth Ann Shearer and Cynthia L. Peterson, or their issues, per stirpes, who survive me for a period of thirty (30) days. ~ r'~.~_ initials PROTECTION OF BENEFICIARIES (Spendthrift Provision) FIFTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate to any one or more of my descendants or to any one or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENEFICIARIES SIXTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. POWERS OF EXECUTOR SEVENTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS EIGHTH: I appoint my executor as guardian of the estates of minors with power to hold C--~~- initials all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTOR/RIX NINTH: I appoint my son, Robert H. Bruce, Jr. Executor of my will. If Robert H. Bruce, Jr, is unable or unwilling to qualify as Executor or having qualified is unable or unwilling to act, I then appoint my daughter, Elizabeth Ann Shearer as Executrix hereof. WAIVER OF BOND TENTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE ELEVENTH: Words used in the singular maybe read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TWELFTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this -day of , 2000 ;' Carol L. ru , T tatrix l~~~ Witness ~~~~ Witness ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND SS. We, CAROL L. BRUCE, the Testatrix in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say; (a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. jJ,/ } `/~/ y,, Testatrix, Carol L. Bruce 1 ~ Witness r W' es ~,q ~ 1 3~i `~.7~ C / Notary Public ~ Notarial Seal Susan K. Guyer, Notary Public CarAsle Boro, Cumberland County My Commission Expires Sept 4, 2003 Member, Pennsylvania ASSOCIatlon of Notaries }I• .~A Settl men atom nt - U. S. Oe aliment of Housin nd U an D v l0 ment F nn US HUD - 1 Pa a No. 1 2. FIaMr, 6. File Number 7. Loan Number 8. "torcgage Insurance :. Conv. Unins. Case Number a.vA RE3096 13281337 s. Conv. Ins. ASST#6491 C. This form Is furnished to give you a statement Of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outs. the dosln • the are shown here for Informational u ses and are not induded in the totals. 0. Name and Address of Borrower: E. Name and Address of Seller: DINO R. CRAIG ROBERT L. BRUCE, EXECUTOR 30 W. POMFRET STREET LWT OF CAROL L. BRUCE CARLISLE,PA 17013 F. Neme and Address of Lender PNC BANK, N.A. ISAOA ATIMA H. Buyer's Settlement Agent: Frey & Tiley Law Office 5 South Hanover St. G. Property Location 113 SOUTH PITT STREET, CARLISLE, PA 17013 3RD WARD OF THE BOROUGH OF CARLISLE CUMBERLAND COUNTY PARCEL NO. 04-21-0320-194 I. Settlement Date: Place of Settlement: August 29, 2008 5 South Hanover Street ~ 11:00 a.m. Carlisle PA 17013 K. SUMMARY DF SF11 Floc Tewuc.•.~..... loo ionoatr<+e1tAt47ridtliit'1('~tfl~" ,' „ aoo (Stosf Antaattt thte TO SIt11eF tol Contract sales price loz Personal property 153,000.00 _ ao1 Contract sales price 153,000.00 103 Settlement charges from (line 1400) 3 596 75 402 Personal property ao3 104 , . 105 400 AdJustments for Items pa/d Dy sel/er In advantt: 405 AdJustments /or Items paid Dy seller In advance: 106 Clry/town taxes 8/29108 to 12/31/08 t07 County taxes 246.73 aos Ciry/town taxes 8/29/08 to 12/31/08 246.73 109 AsseSSmen[5 a07 County taxes 109 409 Assessments llo School taxes 8/29/08 to 6/30/09 111 1,477.38 409 alo School taxes 8/29/08 co s/3o/o9 1,477.38 112 all 120 Gross Amount Due From 6orrowar 158,320.86 412 azo Gross Amount Due to Seller __________ 154,724.11 zoo ,...._, # 201 De .... ~_ ...~ ~• ~ posit or earnest money 10 000 00 500 ~~'jjlf Ial?Ae;OYnt Dirt TD Sglt¢r so __________ 202 Pnndpal amount of new loan(s) • , . 122 400 00 l Excess deposit (see instrud:ions) 50 S I 10,000.00 203 Exlstinq loan(s) taken subJed to , . 2 ettlement charges to seller (Ilne 1400) 503 E i i 1,633.75 x st ng loan(s) taken subJed: to 20a 2os 504 Payoff of first mortgage loan 206 505 Payoff of second mortgage loan 207 506 208 507 209 508 AdJllsbnents for Reins upa/d by sd/er 509 210 Clry/town taxes 1/1/08 to 8/29/08 AdJustments for Items upa/d by seller 211 County taxes 510 City/town taxes 1/1/08 to 8/29/08 212 ASSeaament5 511 County taxes 213 512 Assessments 21a School taxes 7/1/08 to 8/29/08 513 215 51a School taxes 7/1/08 to 8/29/08 216 515 217 516 219 517 219 Sla 220 Total Pald ey/For Borrower 132 400 00 519 520 T , . -------- otal Reductions to Amt Due Seller 300'; tY ~ "; ~„ . ._ . .. /TA.. .~ 301 Gross amount due from borrower (line 120) -- 600.Ca>fh A p 4`~tttatieir?o/`F~din;$a{ler: 302 Less amounts paid by/fOr bOrrOwer (from line 220) 158,320.86 132 400 00 601 Gross amount to seller from line 420 303 Cash (X) From ( ) To 90rrower . 25 920 $6 602 Less retluQions In amount due seller (from lint 520): , . 603 Cash ( )From (X) To Seller 11,633.75 154,724.11 31 633.75 143,090.36 HUD-1 L. SETTLlMENT CHARGES Page No. 2 '~ - '~ •C01t11'1)r.,Wtilt pCiCmt 153,000.00 O °Po = 0.00 Division o! Comm/ss/on (qne 700) as /oflows: Psid From Paid From 700 701 t0 Borrower's Seller's 702 tp Funds at Funds at 701 703 Settlement Settlement 702 704 Commission paid at Settlement 703 705 7a s~y,,~ t,~a ,au. ;~ ~1t~,, ~n2/Mz!91i .~ .,F~-. ~1~L i, t ' 1 ~ ~• Y7k~;~~iA~K ~~i'3~ ~h 705 .. . fi .. (MOrtOape Amt: 122,400.00) Total charges, LJnes 801 through` 700.00 80d sot loan Orlginatlon Fee ,000 % t0 602 Loan Discount .000 % t0 x'00 901 603 A ppraisal Fee to PNC BANK, N.A. D•~D 602 eao credit Report ~ 250.00 903 eos Lender's[nspedlon Fee to ea4 s06 Mortgage Insurance Application Fee to eos 907 ASSUmptlOn Fee ~ B06 eos RECORDING FEE TO PNC BANK, N.A. 697 eo9 LOAN FEE TO PNC BANK, N.A. 105.00 soe ela 345.00 809 611 . ~~Q~>ri i~lq zsK~'o Be Pik! Irt /CdvWt~b•' ,,, • ., ~. 810 ell 901 Interest From 29-Auy-08 co (~ 0.000 ~ per tlay ~ '° ~ ~. 9ao 902 Mortgage Insurance Premium for months to 901 903 Hazard Insurance Premium for 1 years to 902 904 years to 903 905 p~+a~p~ y~ '"~ V '~'-'•d~ .,, ~~~.~.~.,'~i .. .~. ~~~,l~dr. ,.: _r~~~.~~;L„.~ `~Oal~1 ,: ~;;. x ~ 904 905 . .00 1001 Hazard Insurence mos. ® 1~0 1002 Mortgage Insurance Per month mos ® 1001 . per month 1003 City property 10X15 mos. O 1002 per month 1004 COUnty property [axes mos ~ 1003 . 1005 Annual assessments per month loos mos. O per month 1000 mos. O 1007 School taxes per month 1095 mos. O loos A re ate Settlement Adjustment per month lone 1 007 1101 Settlement or dosing fee 1 ro i :.' ~ rao4 1102 AtnYrad: ar title Search C0 1 301 1103 Title examination t0 1 102 1104 Title Insurance binder t0 1105 Document preparation to 1 103 1109 NOtaryfees t0 1 104 1107 gttornev's lea to LANDIS & BLACK 1 s 105 loe pndudes stave Items numbers: P.O.C. 1 107 130e Title Insurance to FREY a! TILLY (COMMONWEALTH LAND TIT ' LE INS. CO. (Indudes above items numbers: ) 1,273.75 1109 Lender's Coverage ; 122,400 Endorsements: ) 13oe 1110 owners Coverage ; 153,000 1109 lul CLOSING SERVICE LETTER TO COMMONWEALTH LAND TITLE I 11'0 NSURANCE CO. lllz 1113 OVERNIGHT DELIVERY FEES TO FREY $ TILEY '"ih ' 4 f i - ~o tll i~rix ~'. ... `~'~' rChwr9~t-1 .~ ~~I {~,; _. lzol R ~O Pa es ` ° ~ ` 1112 1113 g .:' ' ecording fees. Deed ;38.50 Mortgage ;54.50 Releases ~ 12o2ary/county/stam ~ ~ ~ azon p Deed;1,530.00 Mortgage; 93.00 lzol 1203 State tax/stamps: Deed #1,530.00 Mortgage; 1,530.00 1zo2 lzc4 lzos 1,530.00 lzo3 .... ...;. ... ~. , ~y . ~ .. ~ 1 04 . ~•~-1 . ..... ." .. ?! ,., ~ _ 1301 $Urvey t0 "I'~ 1205 _ 1302 Past ins pectlon to ~ - - , , ~ ' 1303 Current Taxes due from 8orrowey$eller to 1301 1300 FINAL WATER AND SEWER CHARGES TO CARLISLE BOROUGH -A 13oz 130 1305 CCT N0. 04044 3 130° 103.75 1364 1307 1305 ,~. 'rye . d~.(~..~~''Chsr~! ~ldel~etr hnl~er2r~'C~ia%:.7ir.lh.... _, ~ _...,..:.~, . ,. 1706 '~elo~n .~ arld St~~, Ste~gon K) ; '' ; 3,596.75 1,633.75 1 HUG-1 CERTIFICATION I direct and authonza the Company to make distributions Indicated for my account on the attached HUD-J Settlement Statement, approving [he tax proratlons indicated therein, and understand that proratlons were based on figures for the preceding year, or estimates for the current year, and In the event of any change for the current year, all necessary adJestments must be made between Seller and Borrower dlreQ; likewise any DEFICIT in delinquent taxes will be reimbursed to Attomey/Title by Seller. I have carefully revlewetl the HUD-1 Settlement Statement and to the best o/ my knowledge and belief, it is a true and atturete statement of all receipts and disbursements made on my account or by me in this transacYlon. I further certify that t have received a copy of the HUD-1 Settlement Statement. DINO R. CRA ROBERT L. BRUCE, ECUTOR LWT OF CAROL L. BRUCE To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and atturate account of the funds which were received and have been or well be disbursed by the undersigned as part of the settlement of this transaction, Agent -~ Au ust 29 2008 /~ Date WARNING: It Is a crime to knowingly make false statements [3lfie United States on this or any other similar farm. Penalties upon convictlon can include fine and imprisonment. For detaiB see; Title 18 U.S. Code Section 1001 and Section 1010. INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS MUD SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND LINE 401) AND IS BEING FURNISHED TO THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FILE A RETURN, A NEGLIGENCE PENALTY OR OTHER SANCTION WILL BE IMPOSED ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT lT HAS NOT BEEN REPORTED, Solicitation of TIN Seller Is required by law to provkle the Attorney/Company with his/her correct taxpayer identification number. If correct taxpayer identification number is not provided, he/she may be subject to dull or aiminal penalties imposed by law. Certification of TIN Under penalties of perjury, I certHy that the taxpayer IdentiflrAtlon number shown In [his statement is my correct taxpayer identlflWtlon number. Seller Seller Date of Pro-liation; AuOUSt 29, 2005 ASSlgsMtNT: ;140,490.00 Parcel No.: see settlement Sheet Linos 106 4406, 110 ~ q10, 210ak510,214ss14, and 1303 for Itesulb of this Addendum. TAX PRO-RATION ADDENDUM from )uly 1, 2008 to June 30, 2009 School Real Estate Tax- Face School Real Estate Tax- Per Day COUNTY /! MUNICIPAL TAX hom January 1, 200a to Oeumher 31, 2008 Co. 8 Munic. Real Estate Tax- Face Co d Munic. Real Estate Tax- Per Day School taxes P.O.C. or charged to Seller ; Yes School taxes P.O.C. or chargW to Borrower a Cd. a Munk. P.O.C. or charged to seller Co. S Munk. P.O.C. or cha x road to Borrower 51,804.09 54.94271 ~- Owes: 5741.08 f2.03036 P.O.C. P.O.C.