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Home My WebLink About02-24-10 (2)1505607121 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisbu , PA 17128-0601 RESIDENT DECEDENT 2 1 ~ ~ 0 5 0 4 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 9 1 8 7 4 3 3 0 5 2 4 2 0 0 9 0 7 0 5 1 9 2 1 Decedent's Last Name Suffix Decedent's First Name A L T L A N D MI V E R A A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE F REGISTER OF WILLS ILL IN APPROPRIATE OVALS BELO W Q 1. Original Return ~ 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of d th prior to 12-13-82) ~ 5. Federal Estate Tax Return Re i d ^X 6. Decedent Died Testate (Attach Copy of Will) ~ ea after 12-12-82) 7. Decedent Maintained a Livin Trust g (Att h qu re 0 8. Total Number of Safe De it B 9. Litigation Proceeds Received ac Copy of Trust) 10. Spousal Poverty Credit (date of death pos oxes 11 El between 12-31-91 and 1-1-95) . ection to tax under Sec. 9113(A) CORRESPONDENT - TH/S SECTION MUST BE COMPLETED. ALL CORRESPONDENCEAND CONFIDENTIAL N t 3 ame TAX /NF ORN1AT/ON H OULD BE DIRECTED T0: I V O V O T T O Daytime Telephone Number Firm Name (If Applicable) I I I 7 1 7 2 4 3 3 3 4 1 M A R T S O N L A W O F F I C E$ r-~a - - ~ ~.: REGIST ~ wILLS U8>~pNLY -~-~ ~; First line of address ~ ~~ `~ !"~""I ..,..,~ ~~. rf~z~ t 1 0 E A S T H I G H S T R E E T '~ ~ ~' Second line of address ~' ~-; t'"`~ ,.,., , : ~ ~-, City or Post Office -'~ ~ State ZIP Code .~ `.~,. ATE FILED L=.~ C A R L I S L E P A 1 7 0 ~' 1 3 Correspondent's a-mail address: I O T T O B M A R T S O N L A W• C O M Under penalties of perjury, I declare that 1 have examined fhis return, including accompanying schedules and statements, and to the best of my knowledge and belief it is free, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowled e. SIGN TURE OF ER RES ONS BLE FQR FILING RETURN g ~~ DATE ADDRESS ,~ ~ - ~~ 30 NORTH SEASONS DRIVE DILLSBURG SIGNATUR ` C R~ R ROT R THAN REPRESENTATIVE P A 17 0 ], 9 D TE ADDRESS r y 10 EAST HIGH STREET CARLISLE PLEASE USE ORIGINAL FORM ONLY P A 17 ~ 13 Side 1 L 1505607121 15056071,21 J~ J 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: V E R A A• A L T L A N D 1 8 9 1 8 7 4 3 3 RECAPITULATION 1. Real estate (Schedule A) ... . . . . . ....... 1 1 8 0 0 0 0 . 0 0 2. Stocks and Bonds (Schedule B) , , , , , . , , ... . ...................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3, 4. Mortgages & Notes Receivable (Schedule D) , , , , , , .... . ............. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) , .. , . , , 5_ 3 3 3 6 3 . 4 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested 6 6 7 5 9 7 7 6 ....... . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) ^ Separate Billing Re uest d q e ....... 7. 8. Total Gross Assets (total Lines 1-7) . , , , , , , , ................... 8. 2 8 0 9 6 1 , 1, 6 9. Funeral Expenses & Administrative Costs (Schedule H) . , , ............. 9. 3 3 9 6 7, 8 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 2 9 9 8 4 11. Total Deductions (total Lines 9 & 10) ........................... 11. 3 4 2 6 7, 7 0 12. Net Value of Estate (Line 8 minus Line 11) .... 12 2 4 ..................... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 6 6 9 3 . 4 6 an election to tax has not been made (Schedule J) ..................13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14. 2 4 6 6 9 3 . 4 6 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.o 0. 0 0 15. 16. Amount of Line 14 taxable 0. 0 0 at lineal rate X .045 2 4 6 6 9 3. 4 6 16. 1 1 1 0 1 2 ] 17. Amount of Line 14 taxable . , at sibling rate X .12 O O 0 17. 0 0 0 18. Amount of Line 14 taxable . at collateral rate X .15 0 0 0 . 18. 0 0 0 19. Tax Due ................................................19 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505607221 Side 2 1 1 1 0 1, . 2 1, 1505607221 __ REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME VERA A. ALTLAND STREETADDRESS 2 WESLEY DRIVE CITY CARLISLE Tax Payments and Credits: ~~ Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 9 000.00 526.30 3. InteresbPenalty ifapplicable D. Interest E. Penalty File Number 21 09 0504 __ -- STATE ZIP PA 17015 (1) 1 1,101.21 Total Credits (A + B + C) (2) 9,526.30 4. If Line 2 is greater Phan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.T otal Interest/Penalty (D + E) (3) Fill in oval on Page 2, Line 20 to request a refund. 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) 0.00 A. Enter the interest on the tax due. (5) 1, 5 74.91 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,574.91 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: a. retain the use or income of the property transferred; Yes No .......................................... ^ X b. retain the right to designate who shall use the ro ^ c. retain a re versionary interest; or p perty transferred or its income; ... . . . . . .. . . . . . . . ... ^ ........................... ~ 0 d. receive the promise for life of either payments, benefits or care? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ " " "' 2. lfdeathoccurredafterDecember121 ~~~~~~~~~~~~~~~~~~~~~~~~~ ^ 982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in ................................................................ X frost 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? ....................................................................... ........................... ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS /S YES, YOU MUST COMPLETE SCHEDULE G A ND 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 ne is three (3) percent (72 P.S. §9116 (a) (1 1) (i)J t value of transfers to or for the use of the surviving spouse 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 survivi (72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exem t a transfer to a surviving spouse from tax, and the statuto re uirem ng spouse is zero (0) percent filing a tax return are still applicable even if the surviving spouse is the only beneficiary. ry q ents for disclosure of assets and 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 th adoptive parent, or a stepparent of the child is zero (O) percent (72 P.S. §9116(a)(1.2)J, a use of a natural parent, an 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-half 4.5 72 P, S, §9116(1.2) (72 P.S. §9116(a)(1)J. ( )percent, except as noted in The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent X72 P.S. 9116 Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. § (a)(1.3)J. A sibling is defined, under REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF VERA A. ALTLAND FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as th0e price0 atOwhich ro ert p p y 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 roe wh/ch is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. 1 TEM NUMBER DESCRIPTION VALUE AT DATE 1. Real estate situate at 2 Wesley Dr., Carlisle, So. Middleton Twp., PA, known as Tax Parcel No. OF DEATH 40-10-0636-222. being described in Deed dated 12/8/1992, and being recorded in Cumb. Co. 180,000.00 Deed Bk A, Vo136, Page 558, and being conveyed to Ralph P. Altland and Vera A. Altland, his wife. Ralph P. Altland died 10/22/19991eaving title soley vested in Vera A. Altland. Value is actual sale value. See attached Settlement Statement. TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 18 0, 000.00 REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RESIDENTEDE EDENTRN PERSONAL PROPERTY ESTATE OF VERA A. ALTLAND FILE NUMBER 21 09 0504 InGude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 1 TEM NUMBER DESCRIPTION VALUE AT DATE ~• M&T Bank checking 2673038036 OF DEATH ($31,492.11 + $1.04 accrued interest) 31,493.15 See attached 2 • PA Treasury, Department of Revenue, homeowners rebate 500.00 3 • Sale of personal property 529.32 4 • Highmark, refund of premium 36 3.92 5 • Tax proration 477.01 TOTAL (Also enter on line 5, Recapitulation) I $ (If more space is needed, insert add-t-onal sheets of the same size) ~ 3 , ~ G ~ 40 REV-1509 EX + (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF VERA A. ALTLAND FILE NUMBER 21 09 0504 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. Ronald L. Altland 30 N. Seasons Drive Dillsburg, PA 17019 ADDRESS RELATIONSHIP TO DECEDENT Son B C JOINTLY-OWNED PROPERTY.• LETTER DATE DESCRIPTION OF PROPERTY ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ES DATE OF DEATH DECD'S D VALCUE OF TH TATE. 1. A. 06/11/08 Fulton Bank CD 31003920203260 (See attached) VALUE OF ASSET INTEREST DECEDENT'S INTEREST ($10,224.41 + $11.70 accrued interest); opened w/proceeds 10,236.11 50. 5.1 18.06 from M&T Bank CD jt. with son, Ronald L. Altland 9/04 2• A. 09/8/08 M&T Bank CD 31003920203260 (See attached) ($11,719.86 + $294.99 accrued interest); opened w/ proceeds 12,004.85 50. 6,002.43 from M&T CD jt. with son, Ronald L. Altland 9/04 3. A. 09/15/08 Wachovia Bank CD 3421 (See attached) ($15,859.70 + $19.47 accrued interest); opened w/proceeds 15,879.17 50. 7,939.59 from Citizens Bank CD jt. with son, Ronald L. Altland 3/03 4. A. 09/15/08 Wachovia Bank CD 4019 (See attached) ($51,951.85 + $131.33 Accrued interest); opened w/proceeds 52,083.18 50. 26,041.59 from Sovereign Bank CD jt. with son, Ronald L. Altland 2/08 5. A. 09/15/09 Wachovia Bank CD 4108 (See attached) ($29,747.02 + $75.20 accrued interest); opened w/proceeds 29,822.22 50. 14,911.11 from Sovereign Bank CD jt. with son, Ronald L. Altland 2/08 6. A. 09/15/08 Wachovia Bank CD 4110 (See attached) ($15,131.70 + $38,25 accrued interest); opened w/proceeds 15,169.95 50. 7,584.98 from Sovereign Bank CD jt. with son, Ronald L. Altland 2/08 TOTAL (Also enter on line 6, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 67, 597.76 REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & IN RES DENT DECEDEN RN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER VERA A. ALTLAND 21 09 0504 Debts of decedent must be reported on Schedule I. 1 TEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 7. Hoffman-Roth Funeral Home, Carlisle, Pa 2 • Mt. Zion United Methodist Church, minister, organist and funeral luncheon 3 • Gingrich Memorial, grave marker B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City Year(s) Commission Paid: State Zip 2. Attorney Fees MARTSON LAW OFFICES (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees Cumberland County Register of Wills 5• ~ Accountant's Fees 6. I Tax Return Preparer's Fees 1. Register of Wills, filing fee, Inheritance Tax Return 8 • Cumberland Law Journal, advertising Letters Testamentary 9• The Sentinel, advertising Letters Testamentary 10. S.W. Barrett Real Estate & Appriasal Services, appraisal fee 11. Register of Wills, additional probate fee 12 • First Energy, electric service pending disposition of real estate 13. Robert C. Cairns, Tax Collector, 2009 Real Estate taxes 14. Certified mailing, Department of Public Welfare 15. Ronald L. Atland, sale preparation 16. Ronald L. Altland, lawn care pending disposition of real estate 17 • House repairs pending dispostion of real estate 18 • 1-800-Got-Junk, trash removal TOTAL (Also enter on line 9, Recapitulation) I $ (!f more space is needed, insert additional sheets of the same size) AMOUNT 403.18 250.00 1,583.00 13,050.00 310.00 15.00 75.00 198.16 325.00 50.00 660.61 1,398.08 5.54 713.58 256.25 45.91 211.00 33,967.86 • -1500 Inheritance Tax Return Resident Decedent Continuation of REV 21 09 0504 VERA A. ALTLAND File Number Page 1 Decedent's Name Schedule H -Funeral Expenses & Administrative Costs - B7. AMOUNT ITEM DESCRIPTION NUMBER 303.00 South Middleton Municipal Authority, sewer/water pending sale of real estate 689.00 19. homeowners insurance pending disposition of real estate State Farm 30.00 20, 11 , Dennis Lebo, piano moving 18 ~ . ~ 5 . 12 Lowes, painting supplies to prepare house for sale 5,400.00 . 13 Keller Williams, real estate commission 5,400.00 . 14 S.W. Barrett Real Estate, real estate commission 175.00 . 15 Keller Williams, transaction fee 435.00 . 16. AFS Home Warranty 1,800.00 1 ~ , 1 % Realty Transfer Tax 14,41 SUBTOTAL SCHEDULE H-67 REV-1512 EX + (12-03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER VERA A. ALTLAND 21 09 0504 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank checking 2673038036, outstanding checks on date of death 92.91 2. ~ First Energy, account payable 6.61 3. ~ Waste Management of Central PA, account payable ~ 12.00 4. ~ South Middleton Township Municipal Authority, account payable 5. ~ PA Department of Revenue, 2008 personal income tax due 101.00 28.32 TOTAL (Also enter online 10, Recapitulation) I $ 299.84 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER VERA A. ALTLAND 21 ~9 ~5~4 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusfee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Ronald L. Altland Lineal 246,693.46 30 North Seasons Drive Dillsburg, PA 17019 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheefs of the same size) LAST WILL AND TESTAMENT OF VERA A. ALTLAND VERA A. ALTLAND, of 2 Wesley Drive, Carlisle, Cumberland County, I, ' 17013 declare this instrument to be my Last Will and Testament, in manner and Pennsylvania , form following: IR T: I hereby expressly revoke all Wills and Codicils heretofore made by me. F~_ D: I hereby direct my Executor to pay all my just debts, funeral and E dministrative expenses out of my estate, as soon as practicable after my death. a IRD : I direct that all taxes which may be assessed in consequence of my death TH of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. RTH: Should my husband, Ralph P. Altland, survive me by thirty (30) days, I F ive devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever g situate, to my husband, Ralph P. Altland. FIFTH: Should my husband, Ralph P. Altland, predecease me, or should he not ivin on the thirty-first (31st) day following my death, I give, devise and bequeath the be 1 g ainder of m estate to my son, Ronald Lee Altland; or if he is not living at the time of my rem y death, to his issue, per stirpes. SIXTH: I hereby nominate, constitute and appoint my husband, Ralph P. Altland, to be the Executor of this my Last Will and Testament. In the event Ralph P. Altland shall be unable to serve as Executor for any reason, I then nominate, constitute and appoint as Substitute Executor, in order of preference, my son, Ronald Lee Altland; or should he be unable to serve for any reason, then Financial Trust Services Company of Carlisle, Pennsylvania. No personal representative shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this 9th day of April, 1998. V.~J'teL . C~ ~~lJ(.~a~wtY~_. VERA A. ALTLAND SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 2 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. I, VERA A. ALTLAND, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowled ed before me, by VERA A. ALTLAND, Testatrix, this ~'~~" day of , 1998. -.-C.~t_..d'1.-- VERA A. ALTLAND, Testatrix Notary NOTARIq~ SEAL TERESA J. BURKHpLDER, Notary PubUc CarNsle, Cumberland County, PA MY Commission E~ires Feb. 21, 2000 3 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND ROGER M. MORGENTHAL and P.ATRICIA D. OLYARNiK ,the witnesses We, es are si ed to the attached or foregoing instrument, being duly qualified according whose nam ~ ALTLAND, sign to law, do depose and say that we were present and saw Testatrix, VERA e the instrument as her Last Will; that she signed willingly and that she executed it and execut that each of us in the sight of as her free and voluntary act for the purposes therein expressed; statrix Testatrix si ed the Will as witnesses; and that to the best of our knowledge the Te the ~ at time 18 or more years of age, of sound mind and under no constraint or undue was at th influence. 1~JGER M. MO and Sworn or affirmed to and subscribed to before me by ~ PATRICIA D. OLYAFd~iIK ,witnesses, this ~r day of 1998. fitness Witness ~~ Notary Public ~_ NOTARIAL SEAL Public TERESA J. BURt~~-DER, NoUary Carlisle, Cumberland County, PA My Commission E~Kes Feb• 21,2000 4 ~~~* ~~~~ -~~~~ A. Settlement Statement (HUD-1) ~~ ~11 ~~5, ,F: OMB Approval No. 2502-0265 1_ _ _ __ __ _ __ ___ 1 ~ FHA 2 ~ RHS _ _ ___ Conv. Unins 6. File Number: 7 Loan Number: 3 jj B. Mort a e Insurance Case um er I 14. I .-.. VA 5 _:.::i Conv.lns P i i ' ' . I ' ' C. Note: This form is furnished to grve you a statement of actual settlement costs Amounts paid to and by the settlement agent are shown (terns marked "(p o c.)" were paid outside the closing; They are shown here for informational purposes and are not included m the totals I D Name 8 Address of Borrower. E, Name 8 Address of Seller: i ~ F. Name & Address of Lender. Rita A. Carpenter '~ Estate of Vera A. Altland ! NIA ! ~ 91 Harmony Hall Road I c/o Manson Law Offices j Carlisle, PA 17013 10 East High St. ~ ~ Carlisle, PA 17013 _ _..... _ .......... ......._._.. ._ ~__... ............. .. .. . _._.. ...... .......... _ _... ..... ........._. ..........., ... . _ .. .... ........ ......_..... Settlement Date: I P ~ G Pro a Location: H. Settlement Agent. ~ . February 26, 2010 2 Wesley Drive Carlisle, PA 17013 Place of Settlement: South Middleton Township Cumberland County p ,Carlisle, Pennsylvania 100. dross Amount Dw from Borrower 101. Contract sales price S180,000.OOI ~- _ 400. Gross Amount Due to Seller 401. Contrect sales price ~ , $180 000.00 -- - - - 102. Personal propeAy $0.00 402. Personalproperty____....__..__.._ __..___ _.__._._ _._... _ _ .. ... $0.001 .. __ _ I 103. Settlementcharflesto borrower (line 1400} $1,852.00. 403. 104. 105. ___._~ _ _~ _404. __._...._.__.___......_._.__----_.._.__._.___...____..__._............_..__..........._.___ ....... 405. .............. _ .. _ Adjustment for items paid by seller in advance ` Adjustment for items paid by selhr in advance 1106. City/town texas tc South Middld: -- 50.16 ~ 4pg. City/trnnn taxes to South Midc~ ~_ ___ $0_ 6 _...._ t07. Coun taxes to Cumberland 51.89 407. Coun taxes t .. 51.89ti f__ _ . 108 Assessments to _ __,_~ i 408. Assessments to ~ 1pg South Middleton School District _ __ ___..__ _... $474.96 -- - ___ -- a09. South Middleton School District $474.96 i -- __. _ - i 110 - - ___{ i 41D• _.. .. I .. _.. ..... ........-. 111 _ ---- _ _ ~ ~ 411 ! 112 r--- - ------ ------ ---___._.~_ _.__ ' 120. Gross Amount Dw from Borrower ~ _ __ ........ $182,329.01 412 _... _.._.._ .... ... _..._ 420. Gross Amount Dw to Seller _ $180,477.01 ~. ! 200. Amount Paid b or in BehaH of Borrower X201. Deposit or earnest money _ _ ~ - --- __ $2,000:00 ~ 1 ! 500, Reductions In Amount Due to seller r----_._--~~_-----------------_t Sot. Excess de sit see instructions -_..___.._.._._- ___ .._..__ _..___i $2,000.00 202. Principal amount of new loan(s) i 50Z~Se emettl tit charges to seller (line 1400} ! ~ $13 210.00 .. ~ 203 Existing loan(s) taken subject t0 204. ___^-,__-_ " i_.... _..._..__._._.. ___..___._ I 503 Existing loan~s~ taken_subjecl to # 504. Payof/ or first mortgage loan ~ _ _ - -_ 205. ' 505. Payoff of second mortgage loan _ _ _~ _... _ _ _ , I 208. _._.._...-----------.._.. , ~ 508. ! j _ , r -- - 207. . ~ 507. ~ ~_ 208 f _.. __.. ! 508. __.. _. .; --- --- - --- i 209. i i I 509. , Adjustments for hems un aid by seller !. ; "AdJustrtants far items unpaid by seller 210. City/town taxes to ' --- ....__.. 510. Cityltown taxes to I _ 211 County taxes to I -_ - j ~ _; ! 511 Coun taxes ~ ~' . to ;x212. Assessments ,_- to 213. ', _ ~ --- - -- - _.. __{ i ' __-. 14.._ __..._.__ _. 513. Assessments I ~ _ _ _.._.__ _ _._. _ __ _. ,.. _._....._ ' 214 . ~' ; 514 21 515. I _ ! 218. , X516. L _..__---- . . __...._ _; 217. ---_ ---- __ _ ~ i 517. ~ 218. ---- _..._ _._ _ , -- - a !, 518. _ _.. __..._._~ ------ ---------------------- --- 219 r-.._. _ ._.. ~ ~ j 619. ' 220. Total Pard b Hor Borrovwr 52,000.00 320. Total Reduction Amount Dw Seller $15 210.00 300 Cash at Settlement fromfto Borrower - I -- - - B00. Cash at SettNrrrent tdfrom Seller - ------ ~- _ _ .....__ - -- 301 Gross amount due from borrower (hne 120) r E $182,329.01 ~ 801. Gross amount due to seller (line 420) _---ti r $180 477.01 302 Leas amounts paid by/for borrower (line 220) ' ( $2,000 00) 602. Less reductions m amounts due seller (line 520) ! ( $15,210 00 ) ~..J ! ~~ ~ 303. Cash ; X 'From , To Borrower --- t -- _:.: i $180,329.01 ' 603. Cash ~,~(! To ~ I From Seller ~ i -~ L` _J ' $165,267.01 r'hr'. Public Raportmy Ciuroen for'this colladion of uNorrnaLOn ~s es6rnatad at 35 rcunutes per response for collechny, rewewiny, and reppniny the data. Phis agency may not caflect this information. and you are not requved to complete this corm, unless rt displays a currently valid OMB control numher. No confidem~ahty is assured, this disclosure rnanaatory This ~s designed to prowde the parties to a RESPA covered transaction with information during the settlement process Previous edition are obsolete Page I of 3 MUD-1 ^s ~ / 4 700. ?otaMt Real EstaOr t3rolar FNS Paid From Paid From. ' Borrower's Selisr s Division of commission (line 700) as follows . Funds at Funds at j lot. 3 5,400.00 to 5eller's Agent, Keller Williams of Central PA Settlement Serifement 7p2, $ 5,400.00 to Buyer's Agent, Steven Barrett Real-Estate i_-_ °~ 0.00 $10,80 ~ r-_- 703. Commission paid at settbment ------- -- _ _ - ~-----517 5.00 7oa. Transaction Fee to Keller Williams of Central PA ------ i--- 800. Items Psysbie in Connection with Loan ___.:.._ _ ._ __..__...._. _ _ _ --._._. __.:__~.__- ~ y (from GFE #1) 801. Our origirtadon charge Your credH or charge (points) for the specrfic interest rate chosen _ _$ ... ....._..___ _.. _ ._...._ 1802 GFE _ ._, .. _ (f!n~?.. #2) _ _ . ._ ..._. ...___ _ ~; 803. Your adjusted ortginatwn charges ) ( from i (from OFE #3) ~ 804. Appraisal fee to , ~ ~~ 805. Credit report to (from GFE #3) - ! ' ____~ 806. Tax service to ' (from GFE #3) _ _ ~ , 807. Flood certification to from G ( __. - 808. _. _. _ _ t j 1001. Initialdepoantoryour~scrowacWUrn _. __._- ____.______.-T__ 1002. Homeowner's insurance months ~ S per month S I l 1003. Mortgage insurance months ®S per month $ i 1004 Property Taxes _. . _ _.__.. ... months (~ S. . _..._ __ __ onth S .. _?er m ._ __._. ._. _ _.... ._... . i _. _ _ . I _ 11005 months®S __ ..... _.. ._ _ . __ .... ___.. per month.....s.._._.... _.. ..._._. .__ ._....._.... _ _ }.__._. _ . I months ®S 1000 par month S - _.._..._.. - } . 1007. Aggregate Adjustment _S 1100. Title Cttargss 1101. Title services and lender's title insurance ~ (from GFE #4) . _ _..._._~_.. _...: 1102. SeHlement or closing fee __.. _ . .._. _ §.. _._. .. _......._ ....... __,..,.. _. j ....._ ... _ 1..... _ ..,_...._. _.._.. ..~__...... ....._ ~ 1103. Owner's title insurance (from GFE #5) _..._.. _.. _ ~ I 1104 Lender s title insurance .._ . S - - -- • ----- -- + i __..._._. ....._ .. _ ...... ', 1105. Lender's title policy limit S ~ --^--- 1---'-'--"~ 1108. Owner's title policy limit S _ ~ _-.. _ __ _ _.___- _.__.. _ _ _.. _1 1107. Agent's portion of the total title insurance premium to __ S _. _ ._. ,_. 1108. Underwriter s portion of the total title msurance premium to __ .... . ..,,.. S __,..,,_ ..._ ..._.. j l 1109. - . __. { r 1110. ---- r _-..._._...._.._.____.____i L 1111. _.__ __._ _.._._-....__.____- 1200. t3owrnment Recording and Transfer Charg~a ' 1201. Govemrtront recording charges (from GFE #7 ) $52 00 f-~ Release S 1202. Deed S Mortgage S (from GFE #6 ) $1,800 00 ! 1203. Transfer taxes _ L. : 1204. CitylCounty tax/stamps Deed S Mortgage -_- __ __ ___._... ..__ _ _ .__.._ i • ~ 1205. State tax/stamps Deed S Mortgage S ~i ~ i 51,800.00 1206. Transfer Taxes -- _ . . " ,_ _._____ .. _ ._ _ _ _.._ _ ___. _._..___._ _ __._ _ __ 11300. Additional 3ettNmerrt Charge _1 (from GFE #8) ; 1301 Required services that you can shop for _ _.. ____. 1302. AFS Home Warranty S - _ _. 1303. i _~. _ 4 . . 1304. _ ...._. _....._..... _ _..._.... _ __ _ .' 1305. _.._ ____._.. . _____- ----. _.._. ..._i__... ... __ !._.... i i , , . i ~ . i 51,852 00 $13,210 00 I F'revn,us edition are obsolete Page ~ of 3 HUD-i ~1~A~1 June 12, 2009 Manson, Deardorff, Williams, Otto, Gilroy & Faller 10 East High Street Carlisle, Pennsylvania 17013 Dear Ms. Otto: RE: Vera A. Altland, deceased May 24, 2009 In res onse to your recent inquiry concerning the accounts maintained in the name of p the decedent, please be advised that the following accounts were open at the date of deat CD # 064-0274869, open 6/11/2008, matures 6/11/2011, date~of death balance $10,224.41 plus accrued interest $11.70; paying 3.21 /o ~ oint with Ronald L. Altland. • If ou should have any further questions, please do not hesitate to contact me at (717) Y 291-2437. Very truly yours, ~~u,w., U Karen D. Hillegas Credit Inquiry Processor ~~ ~ ~~~ TI I~aJ ~~rft rrYYt.6ii~t f ~` t; j ~i„i f,y e-~ n ,x,41 S ~~ ~:.ir "", iU(r, .',, t ,"^ ~ i~,-..~E'r t:"• ~~ ?~rt'.,,3s r:" "1 .".~rtL~y t ,~ 1 i ~, {CIS ~ t. )ice .3 (iy. 'i: .._. i .f~Ll-„'i~l4r~~ »:' ,°.,i /'i , ~~: .i,i . _rt .'r ~-''7i:'t~.~rt' ll f:tn aye ~ ~ _ - ~~ L~ , En,~rm~~j~%~ ~. r?~~ C.i. , t ,.,,•.. ? car i:i i.l.l1~.:~'? ~'js~ t~?~ gia:~l~ Or ~ ~!y ~.F _~ ~f,~ 1.~~, ~stl; .'i,°1;~;~ 17 :i ~^tbr. ~ `.Yle+''` !"i~r~lr1 ~X~1~t;55~~ ;~ ~u,"":-a:~F ~~ £~C~r~;'l~~ iAtltl7~L:~ r.?~sice. P O Box 4887 ~ Lancaster, PA 17604 f Itonbank com ~ 1-800-FULTON-4 ~__. _ ~~~ ~ , 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302) 934-2955 June 5, 2009 Martson Law Offices Victoria L. Otto 10 East High Street Carlisle, Pennsylvania 17013 Re: Estate of ' Vera A. Altland Social Security 189-18-7433 Date of Death • May 24, 2009 Dear Sir or Madam: Per your inquiry dated June 2, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account ` Account Number 2673038036 ~• Ownership (Names o,~ Vera A Altland* Opening Date 8/1/89 Balance on Date of Death $ 31, 492.11 Accrued Interest $ 1.04 Total $ 31,493.15 Certi tcate o De osit 1~~~ 2. Type of Account .f f p Account Number 31003920203260 - ~ nG~ ~ t/~`' Ownership (Names o, f) Vera A Altland* Ronald L Altland* Opening Date 9/8/08 Balance on Date of Death $11, 719.86 Accrued Interest $ 294.99 Total $12, 014.85 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our High Street Carlisle Office # 717-240-4536. Sincerely, Tracie Hare Adjustment Services res-ncsilsmrfx2-22 6/10/2009 3:40:28 PM PAGE ~I~tI1~ Wachovis Bank N.A. Balarxx Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 Tune 10, 2009 IviARTSON DEARDORFF WII.LIAMS OTTO GREGORY & FALLER ATTN: VICTORIA L OTTO 10 EAST HIGH STREET CARLISLE, PA 17013 Reference ID: 2'T29071 SUBJECT: Verification /Confirmation of Account and Balance Information provided for: Customer: VERA A ALTLAND {SSN# XX~C XX 7433) Date of Death: May 24, 20Q9 Detw ait Account Information Acoouit Aaoou~t Type Number Date of Death ~~~ Average Date ~1~s OP~d Maturity Date Interest Rate 0? 4 Aoaued Idereat 47 $19 YTD Date Iderat Paid Closod $264•'10 CERTiFiCATEOF }~~Q~~'3421 S1S,859.70 911Sn008 9115n009 . . DEPOSIT LEGAL TITLE: VERA A AL'IZ.AND RONALD L ALTLAND Accouit jcirt since opcn date CERTIFICATE OF }0~0~4091 SS1,951.85 8/8n008 8/8n013 3.12 $131.33 $1,088.29 DEPOSIT LEGAL TITLE: VERA A ALTLAND RONALD L ALTIAND Aocoud made joist 0911 Sn008. CERTIFICATE OF XX}C~0~~4108 529,747.02 8/8n008 8/812013 5.12 575.20 5631.10 DEPOSTf LEGAL TITLE: VERA A ALTLAND RONALD L AL'i'L.AND Aocwd made jout 0911 Sn008. . CERTIFICATE OF }~~X7~4110 515,131.70 8/8n008 8/8n013 5.12 538.23 5321.03 DEPOSIT LEGAL TITLE: VERA A ALTLAND RONALD L ALTLAND Aacoud made joist 0911 snoo8. 1/002 Fax Server CD Paper Trail Vera Altland/Ron Altland JT Accounts Current CD ~ ~ 3 Wachovia #247402053783421 $15,437.99 -Origin: issued 3/10/03 to 2/7/04 @ Citizens, renew @ Citizeons to 9/5/06, transferred to State Farm to 9/15J08, transferred t Wachovia to present. Current CD /~ 1l Wachovia d~'""~""" ~ #247402093694110 $15,131.70- Origin: issued 2/7/04 to 2/7/06 @ Citizens, renewed @ Citi ed to 2/4/08, transferred to Sovereign 2/5/08 to 8/5/08, transferr to Wachovia to present. Current CD ~6. Wachovia transferred to #247402093694108 $29,747.02- Origin: issued 3/10/07 to 2/7/08 @ Citizoe Wachovia to resent. Sovereign 2/7/08 to 8/8/08, transferred P Current CD c~ Wachovia #247402093694091 $50,002.91- Origin: issued 3/10/03 to 2/7/04 @ Citizens, renewed @108 Citizens to 2/4/08, transferred to Sovereign 2/4/08 to 8/8 , transferred to Wachovia to present. Current CD ~ 2 M&T f.-~-~"'`" 9/7/07 #31003920203260 $11,719.86- Ong~n: issued 9/7/04 to 9/7/07 @ M&T, renewed at M&T to 9/8/08, renewed 9/8/08 to present. Current CD ~/~ f~~, ~ Fulton '~ #064-0274869 $10,224.41- Origin: issued 9/7/04 to 9/7/07 @ M8cT, renewed 9/7/07 to 6/9/08, transferred to Fulton 6/11/08 to present. ~2,Q.oL.-2~~~ ~ ~