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HomeMy WebLinkAbout03-23-10 (2)15056041125 REV-1500 ~ (~) OFFI~. l,~ OIILY PA Depslbllellt d Revenue Blaaau d MtlMd~d Ta>oee INHERITANCE TAX RETURN Code YAar FYe Nwrlber PO eox 280SD1 2 1 0 9 0 9 3 1 Heniebuta. PA 171211-0601 RESENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death Date of Birth 1 8 1 0 3 5 7 1 8 0 9 1 7 2 0 0 9 0 1 1 9 1 9 1 7 DeoedeM's Last Name B L A C K Sutibc DeoedeM's First Name LAW R E N C E (M Applicable) Enter Surviving Spouse's Infortnagon BNawlr Spouse's Last Name Sufioc Spouse's First Name Spouse's Soc9al Security Number FILL IN APPROPRIATE OVALS BELOW ® 1. Original Retum 4. Limited Estate ® 6. Deoedsrlt Died Testate (Attad- copy of Wdn 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPUCAtE WITH THE REGISTER OF WILLS MI E MI 2. Supplemental Retum 4a. Futuro Interest Compromise (date of death aRer 12-12-82) 7. DscedeM Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (data of death between 12-31-91 and 1-1-95) 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal'Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 11. Eladion to tax under Sec. 9113(A) (Attach 'Sch. O) CORRESPONDENT -TINS SECTION MUST BE COMPLETED. ALL CORRE Name W I L L I AM A D U N C A N Fim Name (K AppNcable) D U N C A N & H A R T M A N, First lice of addross 1 I R V I N E R O W Second line of address City or Post Oflloe C A R L I S L E Conespondent'a e-mail address: biildunCdn~De.n@t v ~O~ a DATE FILED _~ z _:;. T:i ~: i'ri ~~ ..;., AND CONFIDENTIAL TAX NIFORMJ-TION SHOULD BE DIRECTED T0: Daytime Telephone Number 7 1 7 2 4 9 ~,,7 8 0 P C Stabs ZIP Code P A 1 7 0 1 3 lJrxier perreNiee d penury, I dedne that I hwe examined this Islam. indudirg aooompairyirg sdledl~les and abslemerNa, and b the beet d my leawbdpe and beNei, k is true, oomect and oanpkbe. d piepeie- other then the persond ropreserNalNe is based on al Monnelion d wfdCh preperelr has airy Imowledpe. SIG RE OF PER FOR FILMIG RETURN DA 4~~ SS 14 KINGSBRIDGE CIRCLE CARLISLE PA 17013 OF PREPARER OTHER DATE 1146 S. PITT STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Sidi 1 L 15056041125 1.5056041125 J ~~ J 15056042126 REV-1500 EX DecadeM'a Social Security Number Deoedsnrs Nanb: LAWRENCE E. BLACK 1 8 1 0 3 5 7 1 8 RECAPITULATaN 1. Real estate (Sdbdub A) ....................................... . 1. 1 6 0 1 2 7, 9 4 2. Stocks and Bonds (Sdbdub B) ................................. . 2. • 3. Ckx;ely Fold Corporation, Partnership or Sole-Proprietorship (Sdbdub C) ..... 3. • 4. Mortgages ~ Notes Reoeivabb (Schedub D) ........................ 4. 0 . 0 0 5. Cash, Bank Deposits S MiaoeManeous Personal Property (Schedub E) ....... 5. 5 6 1, 7 8 6. Joi owned ~ eq ntly Property (Schsdub F) ^ Separate Biili R nested ....... S. 0 , 0 0 7. Inner-Vivoa Transfers 8 Miscellaneous -Probate Property Sd d ~ 4 5 7 1 2 7 2 ( re ub G) Separate Billing Requested ....... 7. , 8. Total Gross Asset (total Lines 1-~ ........................... 8. 2 0 6 4 0 2, 4 4 9. Funeral Expenses ~ Administrative Costs (Sclbdub H) ................ 9. 1 2 1 1 6 , 8 9 10. Debts of Decedent, Mortgage Liabilities. 8 Liens (SGbdub i) ............ 10. 4 5 3 9 8 , 0 0 11. Total Deductions (total Luba 9 8~ 10) ........................... 11. 5 7 5 1 4 , 8 9 12. Net Valw of Estab (Line 8 minus Line 11) ......................... 12. 1 4 8 8 8 7 , 5 5 13. Charitabb and Governmental BequesWSec 9113 Tnrats for whidr an election to tax has not been made (Schsdub J) .................. 13. 14. Net Vslw Subject to Tax (Line 12 minus Line 13) .................. 14. 1 4 8 8 8 7 , 5 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATE8 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2> x.o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxabb 1 4 8 8 8 7. 5 5 at lineal rate X .045 1s 6 6 9 9. 9 4 17. Amount of Lino 14 taxabb at abling rate X .12 0. 0 0 1 ~. 0. 0 0 18. Amount of Line 14 taxabb ~ 0 ~ at oolbteral rate X .15 18. ~. ~ 0 19. Tax Dw ................................................ 19. 20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 6 6 9 9. 9 4 Slide 2 15056042126 15056042126 REV 1500 EX Pepe 3 Decedent's Complete Addlress: Fib NWnber 21 09 0931 oECEOENrsIVAhE LAWRENCE E. BLACK sTREEr ADORESs 24 CLIFTON TERRACE CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credifia: ,. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 4,500.00 C. DLscount 236.84 3. InterestlPenally 'rf applicable D. Interest E. Penalty 4. 5. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FNI M ovN on Pape 2, Line 20 b rogwat a rNund. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (1) ss99.94 Total Credits (A +B +C) (2) 4,736.84 Total InterestlPenalty (D + E) (3) 0.00 (4) 0.00 (5) 1,963.10 (5A) B. Enter the total d line 5 +5A. This is the BALANCE WE. (5B) 1,9s3.10 Make Check Payable to: REGISTER OF NRii..L.S, AGENT PLEASE ANSVYER THE FOLLOYYING QUESTIONS BY PLACING AN "X" iN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes tJo a. retain the use or inoarre d the property transferred : ...................................................................... ® ^ b. retain the right b designate who shaA use the property transferred or its income; ............................... ^ r~ retain a reversionary or ................................................................................................ ^ d. receive the promise for Nk d either payments, benefits or care? ....................................................... ^ 2. M death oaxrrred aAer December 12,1962, did decedent transfer property wiftrin one year d death wNfrord reoeivirg adequate consideramon? ....................................................................................... ^ 3. Did decedent awn an'~ bust for' or payable upon d~u, bank aocaxrt or seaxfty at his or her death? ......... ^ ^ 4. Did decedent own an Individual Retirement Aooount, annuity, or other non~robate property which contains a benefiaary designation? .................................................................................... ^ .............. IF THE ANSYYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. For dates d death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value d transfers to ar for the use d the surviving spouse is three (3) percent (12 P.S. §9116 (a) (1.1) (i)). For dates d death on or after January 1.1995, the taut rate imposed on the net value d transfers to or for the use d the surviving spouse is zero (0) percent [12 P.S. §9116 (a) (1.1) (r)J. The statute does rat exempt a transfer b a surviving spouse from tart, and the statutory requirements for disdosrxe d assets and fisrg a tax return are sMl appNcable even A the surviving spouse is the only ber>efiriary. Far dates d death on or after July 1,2000: The tart rah imposed on the net value d transfers from a deceased childtwenty-one years d age a younger at death b or for the use of a natural parent, an adoptlve parent, or a stepparent d the cfir7d is zero (0) percent (72 P.S. ~116(aK1.2)). The tax rate irtposed on the net value d transfers to or for the use d the decedent's lineal benefiaaries is four and one-hall' (4.5} percent, except as nobd in 72 P.S. §9116(1.2) [72 P.S. §9116(aX1)). The taa rate irrrposed an the net value d b'ansfers to or for the use d the deceder~'s sibNngs is twelve (12) percent (72 P.S. §9116(aX1.3)). A siekng is defined, urMer Section 9102, as an individual who has at least ape parent in conrrnon wAh the decedent, whether by blood or adoption. REV 1502 EX t (8-96) aCHEDlJLE w CoNNAONwF~uTN of FENNSnvANM REAL ESTATE INMERRANCE TAX RETURN RESDEN'T DECEDENT ESTATE OF FILE IAIMBER LAWRENCE E. BLACK 21 09 0931 _ N aM propeAr orwred solely or as ~ Mnnrt h coornan nwet be raporbd ~ fak narkat vaNre. Fair med~et value is defined as the price ~ wMch properly would be exdtarrged between a w(NYrg buyer and a wiirrg seNer, neitiret being cortpeNed b buy or seN, both having reasonable knowledge of the rebvant fact. liM nlrielr N rr~ d rawt M dMclsssd on Sclrsdrrls F. ITEM VALUE AT DATE NUII~ER DESCRIPTION OF DEATH 1. 24 CLIFTON TERRACE 159,000.00 CARLISLE, PA 17015 [RETAINED LIFE ESTATE -SEE ATTACHED HUD SHEET] 2. CITYiTOWN TAXES - PRORATA 69.51 [SEE ATTACHED HUD SHEET] 3. SCHOOL TAXES - PRORATA 1,013.33 [SEE ATTACHED HUD SHEET] 4. ASSOCIATION PRORATA FOR OCTOBER 45.10 [SEE ATTACHED HUD SHEET] TOTAL (Also er-!er on line 1, Recapitulation) I i 160,127.94 REI/-1508 IX + (~ scwEOVCF E ~~,,,,,,,E„ ~,,, ~ ,,,~, CASH, BANK DEPOSITS, 8e MISC. ~'"~ Tt c ~~ PERSONAL PROPERTY ESTATE OF FILE NUMBER LAWRENCE E. BLACK 21 09 0931 include ~e proceeds of Ipipalbn and ttie dale Uie were renewed by the estate. AN wMh of mint b~ dhdo:•d on ScinduM F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. THE SENTINEL -REFUND 10.91 2. BLUE CROSSBLUE SHIELD REFUND 23.95 3. STATE FARM INSURANCE REFUND 174.07 4. CHASE HOME FINANCING LLC REFUND 13.79 5. SOUTH MIDDLETON TOWNSHIP AUNTHORITY WATER 8 SEWER REFUND 101.00 6. READER'S DIGEST REFUND 7.50 7. MEMBER'S FIRST FEDERAL CREDIT UNION REFUND 89.85 8. PPL REFUND 140.71 TOTAL (Also enter an line 5, Recapih,l8~on) I s REV 1510 EX + (8-08) Col~ioNwF~TH of PENNSnvAN~- CiF1ERRANCE TAX RETURN RESIDENT DECEDENT OF scNEOV~ c INTER-VNOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY LAWRENCE E. BLACK 21 09 0931 This sdiedule must be wmpleled and tied if Cie answer b any of questions 1 thnwgh ~ on the reverse side ~ 1he REV-1500 COVER SHEET b yes. ITEM NUMBER DESORPTION OF PROPERTY .«xuoen+ew~a~n+e.nr~ena,~naaxrmoEC~e~ra+u n+e an aF nwerse ~n~ ~cOw a nE o®wa ~x Esr~h. DATE OFDFJITH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION ~ q TAXABLE YALUE 1. FIRST NATIONAL BANK OF CHESTER COUNTY 10,953.00 100. 3,000.00 7,953.00 CD ~ 290005943-092009-LAWRENCE BLACK EXCLUSION [SEE ATTACHED DATE OF DEATH LETTER] 2. FIRST NATIONAL BANK OF CHESTER COUNTY 8,423.38 100. 3,000.00 5,423.38 CD ~ 290005945-09-2009-CAROL YENTZER EXCLUSION [SEE ATTACHED DATE OF DEATH LETTER] 3. FIRST NATIONAL BANK OF CHESTER COUNTY 2,287.05 100. 2,287.05 CHECKING ACCT. ~ 112801 -09/2009 [SEE ATTACHED DATE OF DEATH LETTER] 4. MEMBERS FIRST FEDERAL CREDIT UNION 4,369.82 100. 4,369.82 SAVINGS ACCT. #3574-00 - 08J2009 [SEE ATTACHED DATE OF DEATH LETTER] 5. MEMBERS FIRST FEDERAL CREDIT UNION 4,000.00 100. 4,000.00 SAVINGS ACCT. ~ 3574-04 -08/2009 [SEE ATTACHED DATE OF DEATH LETTER] 6. MEMBERS FIRST FEDERAL CREDIT UNION 3,009.20 100. 3,009.20 HOLIDAY CLUB ACCT. ~ 3574-02 -082009 (SEE ATTACHED DATE OF DEATH LETTER] 7. MEMBERS FIRST FEDERAL CREDIT UNION 10,397.95 100. 10,397.95 CHECKING ACCT. #3574-11 -088009 [SEE ATTACHED DATE OF DEATH LETTER] 8. MEMBERS FIRST FEDERAL CREDIT UNION 575.56 100. 575.56 INVESTMENT SAVINGS ACCT. ~ 3574-05 -08/2009 [SEE ATTACHED DATE OF DEATH LETTER] 9. MEMBERS FIRST FEDERAL CREDIT UNION 7,696.76 100. 7,696.76 CERTIFICATE OF DEPOSIT ~ 3574-44 - 08/2009 [SEE ATTACHED DATE OF DEATH LETTER] TOTAL (Also er~e- on prre 7 Recapitulatlor-j (= 45, 712.72 REV-1511 EX + (12-99) scHEOV~ H coe~oNwEA~TH of PENNSYWANIA FUNERAL EXPENSES Br MHERRANCE TAX RETt~tN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBE LAWRENCE E. BLACK 21 09 0931 Dabta of dacederrt mwt be reporbd on SolradrrN I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 8,732.89 B. ADMINISTRATIVE COSTS: 1. Personal RepresentetiMe's Commissions Name d Persarel RepreserMstlre (s- Sooid Seaaihr Nianber(syEtN Number d Personal Repaeenk~e(a) Sheet llddieas CiAr Stab Zip tea(s) Carxniesion Paid: 2, AtbmdJtFeee DUNCAN 8 HARTMAN, PC 3,055.00 3, Farm E~aempron: (K decedent's adds is rxx the same as deimer~fs, attach explerrelbn) Clairrerk Strout Addre~ Cibr Sbb Zip RebYarslrip d Claimant b Deoederrt 4. prpbab Feee REGISTER OF WILLS 114.00 5. Aooarnbn[s Fees 6. Tax Refum Propsers Fear 7. REGISTER OF WILLS -FILING FEE 15.00 8. HELD IN RESERVE 200.00 TOTAL (Also enter an fine 9, Recapitul8tion) ~ i 11 REV-1512 EX + (12-03) scMEOV~E ~ ~TM of PENNSrw~wa DEBTS 0~ DECEDENT, '""~'~""~ T""'~" MORTGAGE LIABILITIES, 8 LIENS RESIDENT DECEDENT ESTATE OF FILE !NJ LAWRENCE E. BLACK 21 09 0931 Report dabls hxumd br tll! daCadarlt prior b daalh which rwnaNlad unpaid as of flea dale of dsalh, irldudhp unnMubur'wad madicatl expanses. REM VALUE AT DATE FIBER DESCRIPTION OF DEATH 1. MEMBERS FIRST FEDERAL CREDIT UNION 43.28 VISA ACCT. dt 4672090000230391 [SEE ATTACHED DATE OF DEATH LETTER] 2. SOUTH MIDDLETON TOWNSHIP WATER & SEWER BILLING 101.00 3. CARLISLE PETROLEUM INC. 128.06 4. PRESCRIPTION PLUS iNC. 23.95 5. CLEANING SERVICES 60.00 6. CARPET CLEANING 8,4.75 7. TRASH REMOVAL 61.84 8. BATHROOM SHOWER ITEMS x,54 9. HERMAN PLUMBING 119.75 10. CARLISLE PETROLEUM INC. 95,00 11. SMITH'S APPLIANCE -REPAIRS 31.75 12. WASHINGTON MUTUAL PAYOFF OF MORTGAGE 40,992.66 [SEE PAYOFF STATEMENT ATTACHED] 13. DUNCAN 8 HARTMAN, PC -SETTLEMENT ATTORNEY'S FEE 275.00 [SEE ATTACHED HUD SHEET] 14. BANK CHECK FEES TO FREY 8 TILEY 20.00 [SEE ATTACHED HUD SHEET] 15. TRANSFER CHARGES 1,590.00 [SEE ATTACHED HUD SHEET] TOTAL (Abo enter an line 10, Recapilul9tion) : 45 398.00 (If mole space is needed, :serf addltlonal sheela of the same sine) Continuation of REV-1500 Inheritance Tax Return Resident Decedent LAWRENCE E. BLACK 21 09 0931 Decedern's Name Page 1 Fib Number Schedule 1-Debt of Decedent, Mortgage Liabilities, b Lfens ITEM NUMBER DESCRIPTION AMOUNT 16. PAINTINGJREPAIRS/CLEANING FEES 990.00 [SEE ATTACHED HUD SHEET] 17. FINAL WATER 8 SEWER CHARGES 125.42 [SEE ATTACHED HUD SHEET 18. U.S. TREASURY - 2009 INCOME TAX DUE 633.00 s~lBTO'fAl 1 1,748.42 GRAfO TOTAL Sg1E0ULE I : 45, 398.00 REV-1513 EX + (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT OF FILE LAWREN CE E. BLACK 11 uy u93~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [ndude ht spousal distributans, and transfers under t 9116 2 S . ) (a ( ec. 1. LARRY B. BLACK Lineal 14 KINGSBRIDGE CIRCLE 50% SHARE CARLISLE, PA 17013 2. CAROL YENTZER Lineal 1146 S. PITT STREET 50% SHARE CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET : llf mrua cnara is naariarl incPA arirlitinnal chr~fc of tha cams ci~al 1. FNA 5 m m nt H n 0 m Form U N Ps N. 2. FmI4A 6. Flle Number 7. Lan Number 8. Mortgage Insurance 3. Conv. Unlns. Cass Numbly 4.-VA RE3233 5. cony. [ns. ABST#6557 C. This form is fUmished m qiw you a statement d actual settlement cab. Amounts paid m end by the settlement agent am shown. Items marked "(p.o.c.)' wen paid outs the dosl • the an shown hen for infortnatbnal u and an not Indudad In the mtals. 0. Name and Address of Borrower: E. Name and Address d Seller: ROGER L. CALAMAN LARRY B. BLACK 541 N. WEST STREET DARLENE M. BLACK CARLISLE, PA 17013 CAROL M. YENTZER RODNEY L. YENTZER F. Name and Address of Lender N/A N. Buyer's Settlement Agent: Frey A Tile~f Law Offlee S South Hanover St. '[N 25-1730535 Carlisle, PA 17013 1. SUMMARY OF BORROWER'S TRANSACTION loo 101 ContraG sales prig 302 Personatproperty 103 Settlement Charges from (Una 1400) 104 305 AQ(usbnents Ibr hems paid by sdMr In advance: la gty/mwn taxes 10/22/09 m 12/31/09 log County taxes loe Assessmerns 109 11o Schad taxes 10/22/09 m 6/30/10 313 132 ASSOCIATION DUE PRORATED FOR OCT. 120 erOw AmeuM DW Front eerrOret 200. . ,. %:~ ~ 201 DepaeR or earnest molly 202 Pnntlpal amount o/ new loan(s)°t zoo Existlnq Inn(s) taken wb~ct m 204 205 206 20~ 2a 209 AdJusbnenb /Or Items upaid by seller 210 Clty/town taxes 1/1/09 m 10/22/09 211 County taxes 212 AsflfsmMb 211 z14 SCrOOltaxes 7/1/09 m 10/22/09 215 216 217 2/s 219 220 Trial -ald ey/POr eer.e.w G. Property Lacatlon 24 CLIFTON TERRACE, CARLISLE, PA 17013 SOUTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY t. settlement oats: Play a Settlement: October 22, 2009 S South Hanover Street Ia ~. 159,000.00 401 contract Sales prig 402 Personal property 2,939.00 403 .404 405 AdJustrnentr !br Items paid by sdkr /n advance: 69.51 Iob City/town taxes 10/22/09 m 12/31/09 407 County taxes Ice Assesemente 409 1,013.33 41o school axes 10/22/09 m 6/30/10 411 45.10 412 ASSOCU-TION DUE PRORATED FOR OCT. 163,066.94 as:sasssss Izo craw Amount Dw to sdker 1,000.00 sot exact depalt (see Instnxxions) sat Settlement charges m seller (urn 1400) 503 Exfstlnq len(s) taken subJeU m so+ PayoR of first mortgage loan WM sos PayoR o/ semnd mortgspe Ian sob LOAN NO. 0604352911 soy GOOD THROUGH 10-30-09 sae sag ~~ AdJusbnenb R7r Items upaid by seller sla Clty/town taxes 1/1/09 m 10/22/09 511 County taxes 512 AeeespnNlb SS] 514 Schad taxes 7/1/09 m 10/22/09 S15 Sib S17 sle S1a 1,000.00 b2a Total Reduetlom to Amt Dw Se1Nr 159,000.00 69.51 1,013.33 45.10 160,127.94 sasass=sea 1,000.00 3,000.42 40,992.66 44,993.05 son At ealtle~p~t.Etant sal Gros amount due from twrrowr pine 120) .: 163,066.94 soo hall _.... _ Ti,~l~w~,~ri,,,,;;~ .. ~ - --; sot Gras amount m seller from (Ime 420) 1610,127.94 sot Less amounts paid by/for borrower (from IUe 220) 1000.00 sot Ltle reductions in amount due seller (from an. 520): 993.05 sot Cash (X) -ran O To eerr.wer 162,066.94 sos CaeA ( )Fran (x) To seNar 1115,134.56 ass ss ss sos sssissssas nuu-i ~. selT~essenT arw~es Page No. 2 2oR Totem SfNs/b~okn's Cgmns. Wed ms pa~~ isf.00o.00 O x ^ 0.00 Paw Fran h1d FnNn 700 Olvls/On oI Comm/SSion (!!ne 700) as /OIIOWS: EOrr'01MV~a SeUer•e 701 t0 FYnda at FYr1da at 701 702 t0 SettlerrNtlt SettleTartt 7D2 703 70] 704 commission paid at Settlement 704 705 i~ns RnysWe Ia Connection WI`tff ~ 'sou aa ; -~ ` ~ "W . .. o r _, ~ - ~~,.,, ;, s~, . (Mk~rtpage Amt: 0.00) total charges, Unes BOS thr9lph 011: 0.00 001 Loan Ortginatlon Fu .000 % t0 0.00 e01 t02 Loan DlfcOUM .000 ~ t0 0,00 a02 007 Apprelsal FN t0 a03 ao4 CredR deport to eo4 e05 Lender's Inspectlon FN to 005 a06 Mortgage tnwranp Appllpbon Fu to a0a a07 AasumptlOn Foe t0 a07 aos eos ao9 ~y eiD eio 911 ui ,. 901 InOarest From 22-OCt-09 t0 O 0.000 pK day ~ 901 902 MOrtpige IneUranp Premium h1r morphs t0 902 903 Harerd Insurance PrMlium tOr 1 seers to 903 904 scarf to qp,~ 905 905 1001 Hazard Infurenp mot. a per montll 1001 1002 Mtxtgage InfurMp mos. 0 per month 1002 1003 Cfty property texef mos. O per month 100] 1004 County property taxef mos. O per month 1004 1005 Annwl assasfinents mos. O per month 1005 1006 min. 0 per month 1006 ioo7 School texas mos. O Per month 1oD7 loco Aaastiaete Settlement Adiustnsent ...... 1101 Settlement a dastrq faa to 170 1102 AbftrKt Or tlth search t0 110 1107 TkN exarnlnetlOn to 110: IIo+ Title Insurarxa. hinder to 11a 3105 Document pnparatfon t0 IIo! 1106 NOtery hus t0 1101 11D7 Attorney's tw to FREY • TILEY/DUNCAN 8: HARTMAN, P.C. 880.00 275.00 11D; (Indudef above Items numbers: ) 11oa Title Inwranp tc FREY A TITLY (COMMONWEALTH LAND TITLE INf. CO.) 1101 pndudes above items numbers: ~ 1109 Lenderf Coverage s Endorsements: uos IIIO Owners cWerage s lI1C 1111 CLOSING SERVICE LETTER TO COMMONWEALTH LAND TITLE INSURANCE CO. 1111 1112 1112 1113 OVERNIQHT DELIVERY/BANK CHICK FEES TO FRET/ ~ TILEY . ~~ 20,00 1117 ~ - v 1.201 necordba tees: Deed :49.00 Mortgage: wleaw ~ 49.00 1201 1202 City/county/stamp Dead ;1x590.00 ; Mortgage ~ 1,590.00 1202 1203 Stag tax/stemps: Dud ;1,590.00 Mortgage : 1,590.00 120] 1204 1204 uos .. .. A.,~ ~-`~' ` ~ ~ .f, .. 4~ *~ 17D3 PAINTINfi/REPAIRS/CLEANINQ FEE TO DARLENE M. BLACK AND RODNEY L YENT2ER 990.00 13oI, lwz Pest irgpeUlOn to 1 702 170] Current Taxes due from Borrowr/SeNer to t 9o7 170+ FINAL WATER AND SEWER CHARGES TO SMTMA -ACCT NO. O1Si07 125.42 1 ]04 17os RESALE CERTIFICATE FE! TO THE STONlHlDfiE HOMlOWNERS ASSOCIATION 0.00 1 7os 17oe INITIATION FEE TO THE STONENlDQE HOMEOWNERS ASSOCIATION 280.00 1 7oa 1707 NOVEMBER ASSOCIATION DUES TO STONEHlD6E HOMEOWNERS ASSOCIATION ~. 140.00 1 707 iiot T gnNee t 1 ~'- "" ' 2,939.00 3,000.42 1 .00 w ~ 1 ,,yy~ ~* y, 4, 1 i.rYi :... Pf~J°i.t Y~ r .ni+Ttif ^~d-.:. .~ fT f~WI .~ a.'t'~.r~.~. .LP "k.:~". _ --. • ~^~s^~^~~s ~ ~~~~~~^. ~. MUD-1 C E RTI FICATIO N I direct and authorize the Company [o make distnbutbns indicated far my attount on the attached HUD-1 Settlement Statement, approving the tax proratlans indicated MerNn, and understand that Droratlons were based on Rgures for the preceding year, ar estimates for the current year, and in the event of eny change for the current year, all necessary adjustments must be made between Seller and Borrower direct; likewise any DEFICIT In delinquent taxes will be reimbursed to Attomey/Title try Seller. [ have nrelully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and bNief, it +s a true and accurate statement of all renipts and disbursements made on my account or by me in Mis transaction. I further certify that I have received a copy of the MUD-1 Settlement Statement. -- ROGE MAN Y 8. B CK /!I ~ _. CAROL M. YENTI To Uu best of my knowledge, the HUD-1 Settlement Statement which 1 haw prepared is a true and accurate attount of the funds which were received and have bun Or will (1e disbursed by the undersigned as part Of the settlement Of Mis Cransaction. October 22, 2009 _ Data WARNING: It K a creme to knowingly make false statements to Me United States on this or any other similar form. Penalbas upon convlCtlon can include fine and imprisonment. For details sae: Title 18 U. S. Code Section 1001 and Sectlan 1010. INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUD SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND UNE 401) ANO [S 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 [S REQUIRED 70 BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT R HAS NOT BEEN REPORTED. Solicitation of TIN SNktr is required by law to provide the Attorney/Comparry wiM his/her cvnect taxpayer identlllntlan number. If correct taxpayer idendficatlon number is net provided, he/she may be subJect to Uvil or criminal penalties imposed by law. Certification of TIN Under penaties of penury, I certfy that the taxpayer identification number shown in Mis statement 4 my coned taxpayer identification number. Seller Seller TAX PRO-RATION ADDENDUM oats d noltatbn: SCMOOil RlAL E ATE TAX Owees Oetoiber 22, 200! from JuIY 1, 2009 to June 30, 2010 Schad Real Estatt Tax- Fan f1,503.64 P.O.C. Schad Real Estate Tax- Der Day (4.11956 AS.fEldalENT: COUNTY • MUNICIIAL TAX Oheu: horn Jarwary c, 2009 co Daumap 11, 2009 Co. 6 Munit. Rue Estate Tax- Fop f369.82 P.O.C. tiKr N0.: Co. 6 MumC. Real EstaM lax- Per DaY f1 01321 Su lettlernent Sheet Unu y~ los • 40f, ilo a •lo, school to:as p.o c. er cn,r0ae ro Seiier ~ 210 ~ 510, 214 ~ 514, ScMaW tut C.O.C. a marp~d ro 9orrowrr ( I an/ 13i0>I for co. a M,nK. p.o.c. or cnargW ro SNNr x Ruulb d tltb AddendWtt. LJ co. a Mums p.oc. or cnarOW ro Borrower Pi-~OFF.~TiaTEMEP~T .+ P~i.3 1 10 OR-09 'T1._a loan ~s no;n~ ~aei~riced by .;PMoryan Chase Bar[}•_, NA, successo t.c Wastt~t.yt:oi: Mutua-~ Bank. TO J;;ar_ :.dams FE : Loatt Nutnbe~ : 05U~s 33911 Client Number 156-0 Law Of _`ice Gur.Jc:i n find H ?,,awrence E Black 1 Irvine Rox~ Marian PI Blac}= C'arl~a'_e PA 1"10.13 FROPERI"I ADDRESS: 4 C1 i f tort Tee race Carlisle PF. 17013 '^O JOTuti ADAMS FAK NUMB EP : 717249'/$JO Lean Type - Convent-ioral t k~F***~k *r* k kYc ~k s*#*-r#x#*k****+*##~r •k :k*#~F ~k#+*###* #'k*##**##*###*###*~k*#*#• PAYOFF' FIGURES irUST BE VERIFTEll WITHIN 24 HOURS BEFORE PAYOFF. ADDITIODIAL AMOUNTS MAY" HAtiE BECOf9E DUE THF,T CHANGE THE PAYOFF AMOUNT if payoff Funds are insufficient. t.o payoff the loan, we must recei•~e funds t,; cover the deficient}> by 3:GG PM ET. If we do not recei+.>e the funds to cover the deficiency by ~:CO PM ET, we will return *_he pa}>off funds ir. the same manner as they were remitted. Interest will continue to accrue, late charges may be incurred, and other acti<.>ity or t.ransactio~~s ma;r tales place cn the lcan until sufficient funds are receieed to pad ~ha i_an in fu'_1 **~*PLF.A.^,F CALL TDLL FREE 1-866-925-8937 TO ~TEF.Irs PAYOFF FI~~UR.ES**** i~.MUU1dTS D[[E A. The next pa;m;ent due date is 1G-O1-09. Pa;mtent of the fol.Lowing antcunt~ are required to pair the loan in full on 1J-~U-D9: ::urgent Total Unpaid Principal Balance $ -~O,i10.2G Interest to 10-3C-C9 $ .17D..}0 Total amount to Pal Loan in Full on 10-30-09 ~ 40,jti".o(i B. The following amounts are adci~t i~nal fees and co: t.s that. .tre du-~ 1P.latlllg to this~oan: Other :nttstarding Fees ~ ~ , _ 00 Payoff StateT:eut- E'ee $ OU** Fecot: >e~-ante Fee $ , Op ^!YPAL FMC~[.Tt1T GUF. $ 40 , '~92 56 ~P:eaae excluue the Recording cost i° ;t:e transactLOn in~>ol.~~es a CcnJol~aatlon, Extension and Modificar.ion ccg_eement or the sage cr refinance of a cooperati<~E writ. *~'Pa;-off Ctatement Fee is due `_rom the requesting person o'' enci;~,~. ~f ~:ot .,;aid _n ful'~ by 10 3C G9, add a per -diem of y " i1.3. ~o r_ I_ r,~ ~_ c- ~, C7 ~ -. r.5 t~• i.. ,~s-y ya Tax Parcel No. 40-23-0602-168 THIS DEED ~ Made the ~ ~ day of ~ n.a , 2006; BETWEEN Lawrence E. Black and Marian M. Blank, husband and wife, of South Middleton Township, Cumberland County, ~a Pennsylvania, ~.~ r~ ~~ GRANTORS, AND Lany B. Black and Darlene M. Black, husband and wife, and Carol M. Yentzer and Rodney L. Yentzer, wife and husband, all of Carlisle, Cumberland County, Pennsylvania, GRANTEES, WITNESSETI~I, that the Grantors, for and in consideration of One and 00/100 ($1.00) DOLLAR, lawful money of the United States of America, to the Grantors in hand wie// and truly paid by the Grantees, at or belbre the sealing and delivery of these presents, the receipt whereof is hereby acknow/edgred and the Grantors being therewith fuuy sansli~ed, do by these presents grant, bargain, sell and convey unto the Grantees forever ALL THAT CERTAIN tract or parcel of land situate in South Middleton Township in the County of Cumberland and Commonwealth of Pennsylvania, and more spe~cally described in the Final Subdivision Plan for Stonehedge, Stage N, Clifton Terrace, recorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 60, Page 121, and more particularly described as follows, to wit: BEGINNING at the southwest corner of Lot No. 24, said comer being located North 32 degrees 45 minutes 50 seconds West, a distance of 210.25 feet from a permanent concrete monument which marks the southwest property comer of land now ~ formerly of Stonehedge Developers, Inc. and land now or formerly of S & A Custom Built Homes, Inc., and from the southwest comer of Lot No. 24, thence North 57 degrees 14 minutes 10 seconds East, a distance of 64.00 feet, thence North 32 degrees 45 minutes 50 seconds West, a distance of 9.00 feet, thence 'North 57 degrees 14 minutes 10 seconds East, a distance of 54.00 feet; thence South 32 degrees 45 minutes 50 seconds East, a distance of 46.00 feet, thence South 57 degrees 14 minutes 10 seconds West, a distance of 118.00 feet, thence North 32 degrees 45 minutes 50 seconds West, a distance of 37.00 feet, to the place of BEGINNING. BEING Lot No. 24 on the aforesaid Final Subdivision Plan. BEING the same premises which Frieda B. Weller by Janet W. Chevy, Agent, and Janet W. Chevy individually, of Mechanicsburg, Cumberland County, Pennsylvania by their Deed dated May 16, 2000 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 221, Page 356 granted and conveyed unto Lawrence E. Black and Marian M. Black, husband and wife, Grantors herein. THIS CONVEYANCE IS FROM PARENTS TO CHILDREN AND SPOUSES AND IS, THEREFORE, EXCEPTED FROM PENNSYLVANIA REALTY TRANSFER TAX PURSUANT TO 72 P.S. § 8102-C.3(6). AND the Grantors hereby warrant specJally the property herein conveyed. IN WITNESS WHEREOF, the Grantors have hereunto set their hands and seals the day and year fast above written. Witness: -; / awrence E. Black Marian M. Black ;- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. ON THIS, the ~ "- day of ~-t , 2006, before me the undersigned officer, personally appears Lawrence E. Black end Marian M. Black, knovm to me {or satisfactorily proven) to be the persons whose names are subscribed to the within deed and acknowledged that they executed the same for the purpose therein contained. WITNESS my hand and seal the day and year aforesaid. ,,.wr•~., t!ty ,. "' •. _„. . tY. ~ V 14 M !! <y.. .1+ . i' t%~ ,r No Public sMl ...• ~ ,,,~~. ,lanes M. Robir~eon, NodrY P~ ~", ,- a`'` ;:`•. CsiNslsBoro,dlrnbeAendCau~ty .~. , My Comn~iselon E~Nss .hu» 8, 2009 NNrnbar, Pennaylvanla Meoolatbn of NotariN I hereby certify that the precise mailing address of the Grantees is: 24 Clifton Terrace ~ Carlisle, PA 17013 I i Att y for Gran s _ . ~., . ~. ~ :2~.3 1 Certify tl~i~ ~ .: ;.. _ . .. . In Cumberl a; ~ .: ',::: ~ : ~. ~ ~' '~ _ ~ , ,.. .~'~, 1~. _ :. , of ~tc.~.. First National ,~ October 28, 2009 Duncan & Hartrnan, P.C. Attorneys at Law One Irvine Row Carlisle, PA 17013 RE: Estate of Lawrence E Black Date of Death: September 17, 2009 SSN: 181-03-5718 Dear Mr. Duncan: 9 N. High Street P.O. Box 523 West Chester, PA 19381 ~~ asa.8e1.4000 t nbank.com Per your request, I submit information concerning the account held by the above referenced decedent at the time of his death. Account # Title Balance (a~ Accrued Total @ Date of Date of Interest (a3 Death Death Date of Death Checking # Lawrence E Black 52287.05 5.02 52287.07 112801 Carol M Yentzer Opened Larry B Black 8/1/2007 made 'oint 9/9/2009 CD # Lawrence E Black 510,953.00 5536 510,958.36 290005943 Carol M Yentzer Opened Lamy B Black 4/10/2009 made 'oint 9/9/2009 CD # Lawrence E Black 5842338 54.12 58427.50 290005945 Carol M Yentzer Opened Larry B Blsck 4/10/2009 made 'oint 9/9/2009 Our records indicate there were no other open accounts held in the decedent's name at the time of his death. If you have any questions or should you require any additional information, please do not hesitate to call me at (484) 881-4264. Sincerely, M , / ~ CC~~i. 7Z.,~.,c/l.t~ Michelle Greiner Customer Service Operations A Suhsdiary of First Chester County Corporation MEMBERS 1't FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix Date Acxount Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established LIFE SAVINGS ACCOUNT: Account Number/Suffer Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 3574-00 07/11 /1955 $4,369.82 $.97 $4,370.79 Larry Black 8 Carol Yentrer 08/31/2009 3574-04 02/01/2001 $4,000.00 $.88 $4,088.00 Larry Black 8 Carol Yentrer 08/31 /2009 `Opened by transfer of funds from 3574-00 HOLIDAY CLUB ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established INVESTMENT SAVINGS ACCOUNT: 3574-02 12/13/1991 $3,009.20 $.73 $3,009.93 Larry Black & Carol Yentrer 08/31/2009 3574-11 07/24/1986 $10,397.95 $.80 $10,398.75 Larry Black & Carol Yentrer 08/31 /2009 Account Number/Suffix 3574-05 Date Account Established 07/24/1986 Principal Balance at Date of Death $575.56 Accrued Interest to Date of Death $.2g Total Principal and Accrued Interest $575.84 Name of Joint Owner Larry Black 8 Carol Yentrer Date Joint Ownership Established 08/31/2009 CERTIFICATES OF DEPOSIT: Account Number/Suffix 3574-44 Date Account Established 09/05/2008• Principal Balance at Date of Death $7,696.76 Accrued Interest to Date of Death $13.43 Total Principal and Accrued Interest $7,710.19 Name of Joint Owner None 'Rollover from certificate 3574-43, originally established 02/20/2008. 5000 Louise Drive PO. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwrnemberslst.ore VISA ACCOUNT: Account Number Date Account Established Balance on Date of Death Joint Cardholder LOAN ACCOUNT: Account Number/Suffix Date Loan Established Principal Balance at Date of Death Loan Type Name of Co-Borrower 4672090000230391 07/22/1996 $43.28 Marian Black 3574-07 01 /05/1987 $.00 Personal Service Loan/Contractual Pledge of Shares None (N M S 1sT~gE{iAL C~IT ~~/Jl.k Dania A. Kline Insurance Services Specialist November 4, 2009 Estate of: LAWRENCE E. BLACK Date of Death: 09/17/2009 Social Security Number: 181-03-5718 LAST WILL TESTAMENT OF I, LAWRENCE E. BLACK, of 24 Clifton Terrace, Carlisle, South Middleton Township, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in Westminister Memorial Gardens side by side with my wife, MARIAN M. BLACK, in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection acid inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath all of my estate of every nature and wherever situate unto my wife, MARIAN M. BLACK ,provided she survives me by thirty (30) days. If she fails to survive me by thirty (30) days, I give, devise and bequeath all of my estate unto my children, CAROL MARIE YENTZER and LARRY B. BLACK in equal shares, per stirpes. FIFTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate Passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SIXTH I hereby nominate, constitute and appoint my wife, MARIAN M. BLACK as Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of MARIAN M. BLACK, I nominate, constitute and appoint both my children, CAROL MARIE YENTZER and LARRY B. BLACK, or the survivor thereof, as Co-Executors of this my Last Will and Testament. I hereby relieve my Co-Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Co-Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, , y Last Will and Testament, consisting of one typewritten page this ' ~' ,day of ,''~J~t ~ r'. 2006. J' L WRENCE E. BLACK Signed, sealed published and declazed by the above named Testator LAWRENCE E. BLACK as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~.. COMMONWEALTH OF PENNSYL i~ANIA COUNTY OF CUMBERLAND SS. I, LAWRENCE E. BLACK, Testator 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. r > ~ .~ Sworn or affirmed to and acknowledged before me, by LAWRENCE E. BLACK this ~ ~ day of ~~1 G~Ch , 2006. ` ..R Not ubl c NOTARIAL SEAL Kathy L. Mummert, Notary Public Borough of Carlisle, Cumberland Co., PA My Commission Expires Aug. 11, 2007 ,_. ..~ A NC E. BLACK COMMONWEALTH OF PENNSYL VANIA , COUNTY OF CUMBERLAND :SS. We, ~ t I ~ I ~~ r~~~ ~ >UILC C.in and .~ ~`~'~ ~ RC~~.t~5 the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw LAWRENCE E. BLACK sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence _ , 1 l'~~ •~ ~ ~ Cf ,- `~~ a,~,~~- Sworn or affirmed to and subscribed before ~{e b~ ~ t (~ ((a'rY~ 1`i l~ l.) ~1~ C.lC1 and :.~ cx~in ~~ Flc.~u ~n S this 1 ~ witnesses, day of ~(~Jt(.,h , 2006. Notary ub 'c NOTARIAL SEAS Kathy L. Mummert, Notary Pubik Borough of Car1lsle, Cumberland Co., PA My Commission Expires Aug,11~ Z00T