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Home My WebLink About12-11-09--~ REY-1500 1505607120 EX (06.05) OFFICIAL USE ONLY PA Department of Revenue county code Year FNe Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 Harrisburg, PA 17128.0601 RESIDENT DECEDENT 21 0 9 0 4 9 9 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 198107640 05162009 02231919 Decedent's Last Name Suffix Decedent's First Name MI MECRLEY MADALENE M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffgc Spouse's First Name Spouse's Social Security Number MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa, Future Interost Compromise (date of death after 12.722) ^ 5. Federal Estate Tax Return Required ® g. Decedent Dletl Testala (Attach copy of Wdl) ^ ~ Decadent Maintained a Living Tust (Attach Copy of Trust) 8. Total Number of Safe De posit Boxes ^ 9. Litigatton Proceeds Received ^ 10. Spousal PoveM credit~dete of death 11, Election to tax under Sec. 9113 A txtwaen 1237- 1 end -1-95) ^ t ) (Attach Sch. 0) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0: Name Daytime Telephone Number JEAN D SEIBERT 71723301 _. p ,`moo -r~ Ft N If A - rm erne ( pphcable) =c WIONr ZULLI AND SEIBERT REGISTER~I~S U NLII~?' ~ :~ First line of address ~=7,r ci~ ~'~-~j ~ -_ T! _. :~ ~ 109 LOCUST STREET r-> t`_ `~`-~ ro c-t-; Second line of address a - -: ~°=' l ~c.~ N City or Post Office State ZIP Code DATE FILED HARRISBURG PA 17101 correspondenese-mauaddress: wzs@mindspring.com Under penalties of perjury, I declare that I have examined this return, inGuding axompanying schedules and statements, and to the best of my knowledge and belief, h is true, correct and canplete. Declaration of preparer other than the personal ro resentative is based an all Informatbn of which ~ P preperer has env knowledge. Edward M. 210 South High Street, Mechanicsburg, PA 17055 SIGNAjjI E OF P AR R OTHER THAN REPRESENTATIVE y I Jean DSeibert /y/~ 9 109 Locust Street, Harrisburg, PA 17101 L_ Side 1 15D5607120 1505607120 15D56D7220 REV-1500 EX Deeetlenrs Name: MECKLEY, MADALENE M Decedent's Social Security Number 198107640 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. $ 2, 5 0 0. 0 0 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3 2 8, 0 6 3. 4 5 3. Closet' 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. 2 4 , 5 7 2 . 1 3 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 7 , 0 0 4 . 5 8 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 4 1 2, 1 4 0. 1 6 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and 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. 21,763.23 823.04 22,586.27 389,553.89 389,553.89 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 3 8 9, 5 5 3. 8 9 1s. 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 17,529.93 17,529.93 Side 2 L 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 09 - 0499 Meckley, Madalene M STREET ADDRESS 218 South York Street CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 17,529.93 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 17,442.00 C. Discount 876.50 3. Total Credits (A + B + C) Interesf/Penalty if applicable (2) 18, 318.5 0 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. (4) 788.57 Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A, Enter the interest on the tax due. (5A) B, Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 0 , Make Check Payable to: REGISTER OF W1LLS, 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 properly transferred :.................................................................................. ^ x b. retain the right to designate who shall use the property trensferred or its income :.................................... ^ ~x c. retain a reversionary interest; or .................................................................................................................. ~ ^ d. receive the promise for life of either payments, benefds or care? .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-hail (4.5) percent, except as noted in 72 P.S. §9116 1.2) p2 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 twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Seetion 9102, as an individual who has at least one parent in common wkh the decedent, whether by blood or adoption SCHEDULE A ~,„~PE~18,~,,,~,,,, REAL ESTATE INHERRANCE TA%RE7iJitN RE&DEM DECEDEM FILE NUMBER ESTATE OF Meckley, Madalene M 21 - 09 - 0499 All real property owned solely or as a tenant In common must be re orted at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Real Property situate at 218 South York Street, Mechanicsburg, Cumberland County, 52,500.00 Pennsylvania. For deed into decedent see Cumberland County Recorder of Deeds Office, Deed Book "O", Volume 14, Page 557. For date of death value see attached settlement sheet. j TOTAL (Also enter on Line 1, Recapitulation) ~ 52,500.00 conw~oNwEUTN of rEnnar~vanu INHERRANCE TAX RETURN RE8XIENT DECEDEM SCHEDULE B STOCKS ~ BONDS FILE NUMBER ESTATE OF Meckley, Madalene M 21 - 09 - 0499 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH Morgan Stanley Smith Barney Account No. 54J-04843 listed below: 1 1,092.306 Shares of Calamos Growth & Income Fund I @ $22.93 per share 25,046.58 2 2,733.903 Shares of Calamos Market Neutral Income Fund I @ $10.55 per 28,842.68 share 3 603.872 Shares of Capital Income Builder Fund A @$41.24 per share 24,903.68 4 950.121 Shares of Capital World Growth & Inc Fund F @ $27.39 26,023.81 5 4,747.845 Shares of First Eagle Overseas Fund I @ $16.89 per share 80,191.10 6 1,741.503 Shares of Income Fund of America A @ $12.92 per share 22,500.22 7 1,683.828 Shares of Loomis Sayles Strategic Inc A @ $11.39 per share 19,178.80 8 2,782.595 Shares of Oppenheimer PA Muni Fund A @ $9.22 per share 25,655.53 9 3,756.061 Shares of Van Kampen Equity ~ Inc Fund I @ $6.51 per share 24,451.96 10 3,720.775 Shares of Van Kampen High Yield Muni Fund I @ $8.35 per share 31,068.47 11 2,188.583 Shares of Western Asset FDS Inc Core BD Port Finl Inter CI ~ 20 200.62 $9.23 per share , TOTAL (Also enter on line 2, Recapitulation) 328,063.45 SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. DDI.fgNNiEALTNOF PENNSYLVANIA PERSONAL PROPERTY MIRERRANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Meckley, Madalene M 21 - 09 -0499 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Morgan Stanley Smith Barney Money Market 15,837.10 2 Sovereign Bank Checking Account No. 1681701839 7,644.19 Accrued Interest 1.19 3 Credit of 2009 County Real Estate tax at settlement 114.66 4 Cash 362.71 5 ~ Refund from Freedom Blue Health Insurance ~ 159.00 6 Refund from Comcast Cable 46.02 7 Credit for Sewer Bill at settlement 76.26 8 ~ Net Proceeds from Brickers Auction for personal items ~ 280.00 9 ~ Refund from Homeowner's Insurance Policy ~ 51.00 I TOTAL (Also enter on Line 5, Recapitulation) ~ 24,572.13 COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS 8 RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Meckley, Madalene M FILE NUMBER 21 - 09 -0499 This schedule must be completed and filed If the answer to any of questions 1 throuoh 4 on oaae 2 is ves ITEM NUMBER DESCRIPTION OF PROPERTY InGUdethenamedNetranaleree,theirrelationshiptodecedeM and the dale of transfer. Attach a copy of the deed for real estate. DATE OF DEATH VALUE OF ASSET DECpFS INTEREST ExcLUSION pF APPLICABLE) Tp,XggLEVALUE 1 Morgan Stanley Smith Barney IRA Account No. 7 004 58 54J-76486, Beneficiaries are Edward M. Meckley, her , . 7,004.58 son and Robert M. Meckley, her grandson TOTAL (Also enter on line 7, Recapitulation) I 7,004.58 co-rnonvVExrH of vERNrnvARw INMERRANCE TAX RETURN RESIOEM DECEDEM SCF~IA.E H ~FryU~~~iA~L~DT~wB~~ES ~ ~w~~~-71 rW I IYG ESTATE OF McCkley, Madalene M FILE NUMBER 21 - 09 - 0499 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A• 1 Myers Funeral Home 7,975.50 2 Gingrich Memorials 135.00 B. (ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Wion, Zulli and Seibert -- Jean D Seibert 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cdy State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills Filing fee for Return and Inventory 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Sovereign Bank -Fee for Date of Death Balances 9,250.00 460.00 30.00 20.00 TOTAL (Also enter on line 9, Recapitulation) 21,763.23 Schedule HH COMMONWEALTH OF PENNSYLVANIA C y Funeral ~ Y '~ ~ R INHERITANCE TAX RETURN RESIDENT DECEDENT ~ ~~ ~ ~~1/00 ww../L., ,,.d a~V1 M11 R,R'JY ESTATE OF Meckley, Madalene M FILE NUMBER 21 - 09 -0499 2 Cumberland Law Journal -Advertising 75.00 3 The Sentinel -Advertising 263.28 4 Graham Enterprises -Electric work 48 71 5 PPL Electric 31.75 6 Mechanicsburg Borough -Sewer & Refuse 113.32 7 Barry L. Heckard, TC School Real Estate Tax $1,591.07 minus credit of $1 059 26 at , . settlement 531.81 8 United Water 17.76 9 PPL Electric 14.90 10 Robert Haring -Junk Removal 75.00 11 1-800-Got Junk 236.00 12 United Water 8 88 13 Graham Enterprises -upgrade electric to 200 amps 8~ breaker box 1,700.00 14 Plumbing repair 81.00 15 PPL Electric 16.52 16 1 % Real Estate Transfer Tax 525.00 17 Barry L. Heckard T.C. -Tax Certification 5.00 18 Mechanicsburg Borough -Sewer and Refuse 113.32 19 United Water 8.91 20 PPL Electric 15.11 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF Meckley, Madalene M 21 ~ PPL Electric -Final 22 ~ United Water -Final ScJ~edulle H Fulneral E~ertlses 8 ~~ FILE NUMBER 21 - 09 -0499 Page 3 of Schedule H 4.94 6.52 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE INNERRANCE TA%RETURN °°""'°""'E"""°`~""$"`"""'" LIABILITIES, 8~ LIENS RESIDENT DECEDENT ESTATE OF Meckley, Madalene M FILE NUMBER 21 - 09 -0499 Include unrefmburaed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Outstanding checks from date of death balance ($14.22, 529.99 & 57.22) 601.43 2 Citi Credit card -medicine bill 162.50 3 Verizon 20.38 4 Mechanicsburg Meals on Wheels 14.00 5 PPL Electric 24.73 TOTAL (Also enter on Line 10, Recapitulation) ~ 823.04 REV-1977 EX~ (9.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES t, I A l t VF Meckley, Madalene M NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I, TAXABLE DISTRIBUTIONS [inGude outright spousal distributions and transfers under Sec. X116 (a) (1.2)] 1 Edward M. Meckley 210 South High Street Mechanicsburg, PA 17055 FILE NUMBER 21 - 09 - 0499 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTA DECEDENT (Words) ($$g) Do Na UN Tnuta~ls) Son 1/2 of Residue 2 Robert M. Meckley Grandson 1/2 of Reisdue 6160 Springford Drive Apt. C-6 Harrisburg, PA 17111 3 Timothy E. Meckley Grandson 290 Colwyn Terrace West Chester, PA 19380 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER 1,000.00 0.00 Sovereign MAl MB3 02-10 Court Ordered Processing/Decedent P.O. Box 841005 Boston, MA 02284 June 10, 2009 Attn: Jean D. Seibert Wion Zulli & Seibert 109 Locust Stree± Harrisburg, PA 17101 RE: Estate of Madalene M. Meckley Date of Death: 05/16/09 SS# 198-10-7640 Dear Sir or Madam: JUN 1 5 2009 Per your request, enclosed please find account information as of the date of death for the above-named decedent. For your information, accrued interest in not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, e~~ Nicole Jab COP Specialist III Decedent Department (617) 533-1364 Sovereign Bank ESTATE OF Madalene M. Meckley SOCIAL SECURITY #: 198-10-7640 DATE OF DEATH: May 16, 2009 Account #: 1681701839 Type: Checking Open date: 12/15/1982 In the name of: Madalene M Meckley Date of Death Balance: $7,644.19 Int.(YTD) from 1/1/2009 to 5/1/2009 $30.50 Accrued interest to date of death: Otherlnfo: $1.19 Page 1 of 1 LAST WILL AMID TESTAMENT OF MADALENE M. MECKLEY I, MADALENE M. MECRLEY, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and whereso- ever the same may be situate, to my husband, ROBERT W. MECIQ,Byg-yabsolut~~.y ~p us and unconditionally. ~xr ~~ ~ ~ r_., -. .. . 3. ~ -U~~ ~ ~~C.~ ,.. In the event that my husband, ROBERT W. MECKI.EY, sh4'tYlt~ prede- ' cease me, or should he die at about the same time as I do, su h as in L~'~; an accident common to both of us, then in either such event, I direct the settlement and distribution of my estate to be made in the following manner, to wit: a.) I give and bequeath the sum of One Thousand ($1,000.00) Dollars to my grandson, TIMOTHY MECRLEY, and direct that the Inheri- tance Tax on this bequest be paid out of my residuary estate. -1- b.) I give and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever the same may be situate, to my son, EDWARD M. MECKLEY, and to my grandson,, ROBERT M. MECKI.EY, share and share alike, per stirpes. LASTLY, I nominate, constitute and appoint my husband, ROBERT W MECKLEY, Executor of this, my Last Will and Testament, and in the event that my said husband should predecease me, or should he be unable or un- willing to serve in such capacity for any reason, then in such event, I nominate, constitute and appoint my son, EDWARD M. MBCKLEY, and my grand- son, ROBERT M. MECRLEY, Co-Executors of this, my Last Will and Testament, in his place and stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of November, A. D. 1988. ~1 ~ ~ ~- T'ladalene M. e%lcley y Signed, sealed, published and declared by the above-named ~~~ M. MECRLEY, as and for her Last Will and Testament in the presence of us, who, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~~ ~M`'ANWFALZIi OF FII~IIVSYLVANIA) X)IA~TIY QF CUMBERLAND . ) S$ I' i~enar.>;xE M- ~~~ ,the teStaQix ,whose name is signed :o the attached or foregoir4g instnment, ~~~ bean duly qualified according to law, 3o hereby acla~vwledge that I signed and executed the instrument as my Last Will and Cestament; that I signed it willingly; and that I signed it as my free and voluntary Ict and deed far the purposes therein expressed. Staorn and affirmed to and aclalowledged before me, the 15th day of No tuber My Omission Expires: %ct`1`~~AI.ZH OF FEI~IIdSYLVANLs,) MARY s. RDYINSlNL NDTARY PU4LIC ) SS ; MECMANICSWRG iDROti CUINIERUWD CG. XN~IY OF CUMBERLAND ~ My Ceoaisslon Expires Sept. 21, 1!!1 We, the tmdersigned, J. ROBERT sTAIIFFER and >:TT.YN Itev aeYTm the witnesses whose names are signed to the attached or `oregoing instnmlent, bP~ ~ ~y ~yfied according to law, do depose and say that ~e were present and saw the testatrix ' MADALENE M HECR'I~ , ;ign and execute the instrlment as Yher Last Will and Testament; that the said :eSta$IX , MADALENE M. MECRLEY fiat the said .~ signed the same willingly and ~' T ~""'' rt alFrrrr ~ ,executed it as his/her free and ~llt;ltary act for the purposes therein expressed; that each of us, i11 the hEaarjng and fight of the testatrix ,signed the Will as witnesses; and that to the best of our nowledge the testatrix ,was, at the time, 18 or more years of aye: of solmd mi_nd~ nd under no constraint, duress c ~aorn and subscribed to before me 15th day of November. , 19 gg, ' MARY S. RDYINSUN. NDTARY PU6~IC y CCIIIiL].SSlon Esp' GHANICSBURG BORO. CIR46ERLAND CD. My Comnisston Explras Sept. 21. 1!!1 2. FmHA 3. Conv. Unins. 4. VA Number RE3226 Loan Number Case Number C. This form Vs famished to glue you a statement of aUUal settlement cents, Amounts paid to snd by the settlement agent are shown. Items marked'(p.o.c.)" were paid outs? the dosing; they_are shown here for Infonnatlonal ourooses and are not intluded in tna rorxi~_ D. Noma and Address of Borrower: E. Name and Address of Seller: IOANNIS KATSIFIS EDWARD M. MECKLEY, EXEC. FANI KATSIFIS ROBERT M. MECKLEY, EXEC. 13 KEYSTONE DRIVE ESTATE OF MADALENE M. MECKLEY MECHANICSBURG, PA 17055 A/K/A MADALENE MECKLEY nN F. Name and Address of Lender G. Property Locetion N/A 218 5. YORK STREET, MECHANICSBURG, PA 17055 BOROUGH OFMECHANICSSURG ' CUMBERLAND COUNTY ' PARCEL NO. 20-24-0785-275 H. Buyer's Settlement Agent: Frey Bt Tiley LaW Office I. Settlement Date: place of Sedierrient: 5 South Hanover St. October 30, 2009 5 South Hanover Street TIN 25-1730538 Carllsle PA 17013. ~3:30PM Carllsle PA X7013 7. SUMMARY OF BORR~WFO'C'TDeNr eerrrnw SUMMARY OF eFl I FtYG rosaa K ~~.. loo.. e,~ . pCTIOW iI1:,;v:Y aoo;='~, ... , ~:uq'~To'`.~ 101 ContraG sales price 52,500.00 , a01 Contract Sales price 52,500.00 102 Personal property a02 Personal Property 103 Settlement charges from (line 1400) 1,063.50 a03 loo aoa lOS aoa AdJus[mentr for Items paid by seller In advance: AtlJusLnents for Items paid by sel/er /n advanx: 106 Ctty/town taxes 10/30/09 to 12/31/09 114.66 4afi'Clty/town taxes 10/30/09 to 12/31/09 114.66 l07 County taxes am County taxes ' 109 Assessments ~ 4ae Assessments 109 409 110 School taxes 10/30/09 to 6/30/10 1,059.26 a1d School taxes 10/30/09 to 6/30/10 1,059.26 111 all 112 SEWER and TRASH PRORATION 76.26 alz SEWER snd TRASH PRORATION 76.26 1zo Gross amount Due From Borrower 54,813.68 azo Gross Amount Due to Seller 53,750.18 wFW.1l.. zoo 0 1 2. ~ soo""` o`a~ qy ; . e1 201 Deposit or comes[ money 30,000.00 501 Excess deposit (See Instructions) r 2a2 Pnntlpal amount of new loan(s)•" sat Settlement charges m seller (line 1400) 643.32 203 Existng loan(s) taken sub)ect to 5a3 Existing loan(s) taken sub)ect to 204 504 Payoff of first mortgage loan , 205 soy Payoff of second mortgage loan 206 50fi 2d7 507 208 5~ 209 509 AdJustments for Items upald by seller. AtlJustments for Items upald 6y seller 210 City/town taxes 1/1/09 to 10/30/09 510 City/town taxes 1/1/09 to 10/30/09 2u County taxes 511 County taxes 212 Assessments 512 A55e5smen[s 213 513 214 School taxes 7/1/09 to 10/30/09 sia School taxes 7/1/09 to 10/30/09 215 5 15 21fi s is Paid $17,442 in estimated inheritance zv s v taxes zle s in 219 5 19 22a Total Paid ay/For Borrower 10,000,00 5 20 Total Reduetlons to Amt Due Seller 643.32 _ y~. aoa= - 6 S ~ _ _ i 'yp '* ' ' ~ 'n^` fi aa Ca et i-- Sg~tlinn . r 301 Gross amoum due from borrower pine 120) 54,813.68 s ol cross amount to sever from pine a20) 53 750.18 r 302 Lass amounts paid by/for borrower (from Ilna 220) 10 000.00 6 02 Less reductions In amount due seller (from Ilne 520): 64$.32 303 Caah (x) From () ro Borrower 44,813.68 fi 03 Cash ( )From (X) Te seller 53 106.86 r ______ -_-_--oval -ovvovvvvo HUD-1 - L SETTLEMENT CHARGES ~ Page NO. 2 ~Tgfal Silk/9r9klr'SjE0mm baedbeprTdec~,~? 52,500.00 @%- 0.00 -70R Pafd From Pald From 700 , D/vlsion of Commission (line 700) es follows: ~ Borrower's seller's to Funds at Funds at 701 701 YO settlement settlement 702 702 703 703 700 Commission paid at Settlement 7oa 706 ~0 „.a F ~.~e ~. s a '' °s1<." "~~. AfB`'c"°~°1 ' ~~' -. ~.:.,s^ra a m [1P,sti~>i 1+1(ith Loan ,~b»wi~~ ~-~ ~~ .:"~'~.~.ia. !?~~ayable Iq;Can 44p~ Ite § :^d ~'i~"~l' .~ ~.., ± .._ g ~ ~:~fr ~:~sw~-..~~:~~s . ~i'a: eoc. . . ., (Mortga0e Amt: 0.00) Total Charges, Unes 801 through 811: 0.00 801 Loan OHglnatlan Fee .000 % LO - 0.00 801 e02 Loan Discount .000 % LO ~ 0.00 802 803 Apprelsal Fee to eo3 804 Credit Report to ~ 804 e05 Lender's Inspection Fee to eos 806 Mortgage Insurance Application Fee to ~ 806 807 Assumption Fee to 807 BOB 808 809 809 810 810 811 811 „ 901 Interest From 30-OCt-09 to ~ 0.000 per day ~ 901 902 Mortgage Insurance Premium far m0nti1S W 502 903 Hazard Insu2nce Premium for 1 years to 903 904 Years t0 ~ 904 905 905 :. .: x10 u ~ ... 100i Hazard Insurance mos. ~ per month 1001 Soot Mortgage insurance mos. ® per month Ioo2 1003 Gty property taxes mos. ~ per month 1003 1004 County property taxes mos. ~ per month 1004 loos Annual assessments mos. (4 per month loos SD06 mos. ~ per month 1006 i0a7 School taxes mos. (ip per month 1007 looe Apprepate Settlement Ad ustment 1005 1101 Settlertlent or closing fee CO 1101 1102 Abstract or title search to 1102 1103 Title examlFlatlOn t0 1103 1104 Title Insurance binder t0 1104 1105 Doament preparation to 1105 110fi Notary fear to w FREY &TILEY/WIONr ZULU 8: SEIBERT ' 490.00 P.O.C. 1106 uo7 s fees 1107 AMAmey (Includes above items numbers: ) to FREY &TILEY (COMMONWEALTH IANO'1'ITLE INS. CO.) 1108 1108 71t1a Insurance (Includes above Items numbers: ~ 1109 Lenders COVerege $ Endorsements: 1109 1110 Owners Coverage S ~ iuo MONWEALTH LAND TITLE INSURANCE CO. 1111 1121 CLOSING SERVICE LETTER TO COM u1z lug OVERNIGHT DELIVERY FEES TO FREY &TILEY 1113 u13 X a -~c art '1201 Recording fees: Deed $48.50 ~ - ; Mortgage: Releases $ 48.50 izol 1202 City/county/stamp Deed $525.00 , Mortgage $ ~ - 525.00 ~ 1202 1zo3 State tax/stamps: Deed $525.00 Mortgage $ 525.00 1203 1zo4 uoa 1205 lzos 4 ~.~. , . 1... ~ , . ~ 1301, 1301 Survey t0 ' 1302' 1302 Pest Inspection W 1303 1303 Currem Taxes due from Borrower/SCller to 5 00 1300 1300 TAX CERTIFICATION FEE TO BARRY L. HECKdRD, TAX COLLECTOR . 13ds WATER AND SEWER CHARGES TO MECHANICSBURG BOROUGH 113.32 1305 1306 1306 1307 ,a..,~ .~.~ah ~ - ~o ~ , ~4"`s1 pSec a d S~F~' ~ '~ , . 1,063.50 643.32 laoo ~x~I ~ e 1~N. i '. L ~~.~e~s~e_ _~~__~ma~ea ii o ~~ H O O W ` Q T' 3 .q. N r- 3 ,~" ~ ~ W O W O u O V U -Cc~'io- • N ~~~~ N~ ~o ~LL ~ a~W o~ ~so311pin o °o ~ 0 z W 3 ~. z •~ ~ I ~; > ,. -. o -~ W ~ .. ~ z -~.. ~'~> H ~ a , ~ ~ ~ :.~ s a ~ oaa .-;i ., a\w S a ~ LAW OFFICES ~~ ~~ ~ ~ DAVID A. WION P.O. BOX 1121 FRANCIS A. ZULLI 1-IARRISBURG, PA 17108-I 121 JEAN D. SEIBERT _.______________________ lOB LOCUST STREET HARRISeuaG, PA 17101 (717)236-9301 (717)232-1488 FAx(717)236-6100 EMAIL: WZS [7 MINDSPRING.COM December 9, 2009 Register of Wills Office Cumberland County Courthouse Carlisle, PA 17013 113 E. MAM STREET HUMMELSTOWN, PA 17036 (717)566-2501 RE: Estate of Madalene M. Meckley No. 21-09 0499 SS# 198-10-7640 Dear Register of Wills: Enclosed please find an original Inventory and PA Inheritance Tax Return, along with two copies and a check in the amount of $30.00 for filing same. Kindly date stamp our file copy and return same in the envelope I have provided. Thank you. Very truly yours, Jean eibert JDS/dm ,a ~~ Enclosures ',,, ~ r-n ~.~ ~ '~_ ± ,~' ~ .r t ~ ~ , i'"4 ~ ~ ~'' ; .-~ ~~rI ,,,,_ r r_ rn ~ ~.n -x, N -r-P