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HomeMy WebLinkAbout04-01-10 (2)J 15056051058 06-05) REV-1500 EX ( OFFICU-L USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po sox zfiosol Harrisburg, PA 17128-0601 21 09 0312 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth _. 203-28-3001 ' 03/29/2009 ', 01/01/1938 Decedent's Last Name Suffix Decedent's First Name MI Volpicelli Barbara M (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 71HE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~°^ 1. Original Return 4. Limited Estate s~°` 6. Decedent Died Testate (Attach Copy of Will) _._.... 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Rem (date of death prior to 12-13- 2) ~m.,,, 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ~; ~ 11. Election to tax finder Sec. 9113(A) (Attach Sch`O~~ CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHaULD BE DIRECTED TO: Name Daytime Telephone Nlumber t^.i Lisa Marie Coyne (717) 737-048 ° ~ ~ ~ "7 Finn Name (If Applicable) REGISTER a ^~USE C ~ "> t } f' Coyne & Coyne, P.C. r kr t - n, •J r I i7 ! i First line of address : - `-~~ ~ ~: r , .,~ 3901 Market Street r ~ ~ a -n - - _,.. R, ; Second line of address ~_ ~ „^^~ -- ~7 _ ~. r ,.:= rxrl ~ y ca . , R.~ ? ...) ~ C.J ~ Clty or POSt Office State ZIP Code DATE IFILED Camp Hill ' PA ; 17011-4227 Correspondent's a-mail address: Und Wallies of perjury, I deGare that 1 have examined this return, including accompanying schedules and statements, and to the best of y knowledge and belief, it is correct and complete. DeGaretbn of preparer other than the personal representative is based on all information of which prepare has any knowledge. S NA F ERSON ESPONSIBLE FOR FILING RETURN ATE ~~~~ AD RESS Susan A. affney, 519 East Coover Street, Mechanicsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051'0'58 ~ ~ i 15056052059 REV-1500 EX Decedent's Social Security Number Barbara M Volpicelli ' 203-28-3001 s Name: Decedent __ . , _. RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 169,900.00 2. Stocks and Bonds (Schedule B) ....................................... 2 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. 9 9 ( ) ............................ Mort a es & Notes Receivable Schedule D 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 48,737.16 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 271.26 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 0.00 8. Total Gross Assets (total Lines 1-7) .................................... 8. 218,908.42 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 53,492.71 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) ................ 10. ' 41,955.71 11. Total Deductions (total Lines 9 & 10) ................................... 11. 95,448.42 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 123,460.00 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. 123,460.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 ~ 0.00 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 123,460.00 ' 16, 5,555.70 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. 5,555.70 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 0312 DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER M Volpicelli 203-28-3001 Barbara ____ STREET ADDRESS 42 South 39th Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 5,555.70 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 3,000.00 C. Discount 157.89 -- Total Credits (A + B + C) (2) 3,157.89 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,397.81 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,397.81 Make Check Payable 1*0: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ (~ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Fci~l~'.. < <~;~ t~:.X * '. 1. • OAS;: pennsylvania SCHEDULE A + DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT __ ESTATE OF FILE NUMBER Barbara M. Volpicelli 21-09-0312 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size. ' 08,/05 2010 14:49 FAX 17 64 18 /MAX ALT SEL 001 005 A, SETTLEMENT STATEMENT(WUD-1) ~' - - """`°' Af'fiHated SlBttl®ment Services Group, LLP +• F A ~ z, RHS a, coNV. uNu ~~,~,, 4. ~ VA S, ~ CONV. INS. ~ ~ +~ik 3912 Market S.treat a, ESCROW pILrC NUMBER: 7. LOAN NUMB6 1: 00103838-001 MAW 0117278348 `"mow„ Camp Hifl, PA 17011 (717) 975-7839 8. MORTOAOE INSURANCE' CASE NUMBER; C. NOTE: This }bml is fun7iatrad tv yiva You ~ atataMant of ocYUa/ sotUamaM costs. Amounts paid to arrd by the ssttbmsnt wgent aro drown. Roma rrta+'krd "(P.O.t:.)" wars paid outalde the downy: May aro shown horo -or hrflormeNonet purposes end aro notlrreludedln the totals. D. NAME OF BORROWER: enn r .Ruby ADDRESS OF BORROWER: 8 OekWOOd CoUrtt Camp HIi1 PA 17011 E. NAME OF SELLER: EStitE O1s f3aTbara VOIpic6III ADDRESS OF SELLER: 519 ESISt COOV@T Street Meahanicsbura PA 17055 F, NAME OF LENDER: WeIlS FsrgO BanIC, fV.A. ADDRESS OF LENDER; 6155 Rfcksidts Road Independence, OH 44131 G. PROPERTY LOCATION: 42 OUt 39th Street • Camp Hf)I, PA 17011 Cumbe>'fand County 10-21-0275-280 FLACE OF SETTLEBAENT~ 3912 Market Street, Cemp HNI, PA 17011 I. SETTLEMENT OATre $/$/2010 PRORATION DATE: 3JgJ20'I 0 _ __ DISBURSEMENT GATE: 3/13/21)10 101, CorrtrsOt SsMa PAe» 160,OD0.00 401. Cpnfred 8alea Prtoe ~66,000.00 102, Psrsvnal Property 4D2. P.raona) Propsry 10J. Settlement charges to Borrower.(Ilne 1400) 5,331.8~ 4D3, 104. ~~ 105. 406. ADJU671~NTS FOR ITEMS PALD BY BELLER IN ADVANCE: ADJU$TMENTB FOR ITEMS PAIO BY SELLER IN ADVANCE : 108. Cf !town Torras 408. CI lTowrl T 107. Tarcas 03/08!10 12/31/10 247.88 407. Coun Taus 03/08110 to 12131!!70 247.85. 109. Asseaament~ 405. Asde rrrenta 109, School texe 03/0$!10 to 08/10/10 329.16 409. School taxes 03!08!10 to OBr301~10 326.18 110, Sewer 03/08/10 to 03131/70. 37.61. 410. Sew4r 03!08!10 l0 03/31110 37,67 117. 411. 712, 412. 113: 413, 114, 414. 115. 415. 120, 2110,'; A l3ftOSi AMOL7NT pplF FROM BORROWER: ~' , fiY Olt IM YiIiAL.F •OF fsORRO1NE !!: ' ~. • + 176.845.,2 : ', ~ , L' .420.. GROS$ AMOUNT DUE TO $tsLLER: ' It140: ttf;Dt)C11 tff;AN10UNT bU,~ 70 3@fl5tetii ` ' c , )~ 170.614.133 ~ ~ '~r1'%•° ',A, 201, 202. Depoctt or earflest m0 ~ Prlncfpal ameunt of new loan(s) 3.000.00 135,920,OD . 801, bD2, Extnss des Dail acs instructions) 3etdement char er to Seller Ilne 1400 12, 1. 4 203. 204, Exialin loan(s) taken subject to Apptieatlon Faa Credtt 5.00 803. 504. F.xistin !Dart s taken su ctto P^ oR of 1al mt .. loan to.Mombera 7st 68.48 205. 505.. Pe Mot aeoond mo a e roan 208. par pd. otoatnQ costs 5,000.00 608. Seller pd, doaln Deals ?07: 507, 206. siOA. 200: aDe. .r~ u,ArucNr~ cnw ,T~u~ UucAie wv s;~t_~ccie AOJUSTMHMTi POR ITPiMi UriPAID BY.6ELLER: 210. CttylTown Tares 510., C[ ITOwn Terces 271. County 7lucrs 57 7. Couh Tarns 212, Aawasmants 512, Assessments 21,. 573. 274; 514. 275, SiS. 215. 518., 21 ~. 517. 21!!. 51 218. 220. TOTAL rA1D fY/FOR 90RROMrER: •i00.,'CAtiFI.A. f'f1oNYT,G'4ORROW~4 743,92b-00 .r. ,. ~r 520. TOTAL REDUCTONS IN AMOUNT DUE SELLERS ~,B00.'CglHATiIETi'{,t~NTa, ~i R4~r,gild#fir,,d 48.507.82 ;1r r;,"a~4'• ~} 301: Z3roas amount due from Borrower (line 120) 175,846.32 801. Gross amount duo to Seller (ILne 420) 170.514,fi3 302, Lsss amount pald Gry/for Borrower (Ilrta 220) 143,025.00 502, Less reduetlan In amount due Seller (Ilne 520) 45,507.82 303. CASN (~ FROM) ( ^ TO) ®ORROWER: 31,021.32 50,, CABN (^ FROM 1 (® TD) SL?LLER: 124,000.81 The Publle Rsportln0 Burden for this eellsetlon of Information k estlmetad at 313 minutaa per response for colleding, rsvlewing. Sind rsportlnp the data. Yhlc apeney may not oolnot this Information, and you era nor requlretl to ccmptats this form, Unless It dlcpleye o currently velltl CIMB oanlrol number. No oonfidentiellly is sa+ured; this discbsure is mandatory. This (s designed to provide the parties to a RESPA covered transaCtlon wllh Information durlnp the settlement process. PrwvlpLa etllaorn wn oD"awle PwQe 1 Or 6 wt in_a 0 /0 /2010 14:49 A% 1 526431 RE/MAX REAL Y SELEC 002/005 70 •• T ~ .. A BRO R ',r„ ,.i:. •,~-,•w s,. w,~~ ~, ~, t. -- D11rISION OF COMMISSION (LIN6700}AS FOLLOWS; - 701, if,122.00 m RsNaa Realty setae! - -- :tM ..h^. ~,N) PA 0 Fli M BDRROWER'S fUN08 AT SETTLEMENT ~ ~'-F r;(I :'T PAID fROM iELLLR'S 8ET11ENEN7 702. !6,072.00 b John Olitte Inc. Reeser 703. Cemmhsbn peW at esuNment 70, 784.00 704. AddttiottN sfreksr FN 1a Jehn Gllq •.eOC 4 'IN 00lINEC'PIONtAAl7i LOAN: •k~' '.~ t .. k. t~ ~,T' .O 807. oureAOMedenoharge rc4a6.oo (hvmGFEet) 160.00 155.00 v a,y ;+I1~41M1~#~l *'. 502, Your oredh or Cnafgs ( Ma iar tl~e ^psalsc Intenat rats ohoesn 10,00 (hsm OFE Nrt) 803, Your adjuetsd origlnepon Ohatpse b Wass Fargo Bank, NA (from OPEN as6.oo 604. APprolaal tde b RELS DlteCt POCf) (tram GPa sa) (400,00)9 805- Drsdk upon m REL$ (160 POCS) (kom GFi aa) 5.00 906. Tix aervlw (}fan GPE ea) 807. FIeOd eeRlfk+aon (from GFE N9) BOB. 809, e10, 001. Daly ktdreet ah^rpw hom VafJap70 et aMawg ~ ita.asoo-lacy 1w (a~ d+y^) Thom Or[ rto) 4140.20 ti02. MOApaOe Iruurantts prsmlum br 0 mordh(e) Thom cPa ao) fi03. IienrownsYa inaun^nw for 1 ysar(e) b Erb IneuMnt:O (POLE) (from GPE ett) (426.00)B Y04. 908. ~~ ~Mn. sa:eeranwts neee•ae~tsn ~aeTUa suneer, ~ ,: ," +~-r •.. •_elra-,~ •• •, ~ - ;a,:•~•.• - nr ~, -t •,. ,o ~ •.i 1001. Ini0a1 deppak for your sorrow aaaount (troll GFE aa) 54. 1 1002 omewner•. Itvunnw s months t>p i a6,6g D.r month aloi.so 7003. nAettpspslhaunnee monehe i rmonlh 7004, City propstlY lapse memtu i psr month 7 OOb. Count' property !exec 2 months ~ i 25,26 psr month itr0,68 1006, Annu aweaamenta month. ®i psr month 1007• 9ahpol ufrea 11 months ®S s7.s2 per month iea8;p2 1005• menthe i par meneh 1000. ApOrapale Acct, Ad). mandta ~ ti per manth -S3lr6.47 11oo.'~angaN/SRO~t ,.~,,l,. , n. , y:' ,, , I• , ,N .,, „,~ •~, •~~, P.o,c,',,1f,;~ • .•I! ^' • •,7ri:,,R •"Rx,R"• ,~ j, ~ ; ! 11x1, ntle aenr)a.s end I.nd.ra ape lnaunnw (tram o~E wt) 1, 04,88 17 oa. setsen+eni or olo.lhp a. 1103. OwrN~r's Utls Ineuranoe b Aftlllstad SCltlsmenl ServlCee Group,LLP ~ (from GF6 a6) 183.00 1104.. Lendare Otle uta~ronw • to A10Nsud Settlement Smlwe Group,LLP 1114,1 1 105. L,endera uds polay 1 It i136~440.OD 11176. Owners'e tltla pdby Umlt 516Y,e00:00 1707. ADMt's potion d the total Utle Ineuntnts fxsmlum 17,062.20 m Afflllatad Saelantant Ssrvlasa Group,LLP 1108, Undewd(s~a pMbn er tfu taut tltle )naurtanw prorttlum 12,0.66 b Old Reputilla NaOonalTkle Ina, Co. 110!1. .End 700.300, s.t • m At7fllated SstllemeM S~rvlwa Group,LLP 2760.00 7 170. InsYrsd Gloektp Letler • to Old Repubib Nadonel Tltls m^ Cv, ,71,00 1 717, OvemtgM Ftr • m /1Mllatad $ettlsmsnt $OMtxs Oroup,LLP 940,0.0 20.00 1912, •'S~e atuattad ter 6rsakdawn 1 !5.00 1ZOD:r, RECORDINGi,fANDtiTtAJdSFERCH4r2C.`FS: .''l; ,:r' ,.4. P.O.•O.• .1•:, •,It _w• ~,)r w ;s.•i. )::,,•, a" 1201. Oovenfrrrnl rscordlnp aherpea (fraM GFE e7) 102,00 1202. Owd 562.00 Mortgage 17 aleeae o.00 1203• Trenefer taxe^ (from GFE ae) 1.600,00 1804. Cify/County fatdeumpa Daed S1,BOD.GO Morfgaga 90,00 7,688.00 120!5. teuu taxlelampa Dssd 1!,682.00 Msngape 50.00 1206. 0 7. 12 y ~~ ~..~•.,~c ^~,. f t ,11 . I4DOITiIOIYAL SE7TLEIIIEl11T !<'t'1AR[SES: •7,. r.. - f•' • F•• 5•-I 'nt • ~ ••P. .C'.: F.r 1:I,•.,y,N' M ltr .fT yyII~~ I •„W~V 1r •. ., i'~ 1•• 1301. Requlrsd aenAaea the! you een shop /ol• (lrom OFE ee) 1!9,00 1302. 13 3, Homs W.rr.nry to )rat ~msrlun Hemb 6uysfe ProleOtlen Corp, 435.00 1304. 2010 CounyJTwp Tttxec to Michosl Lartpan 303.34 1 30 Flead Llu er Fse • w WP Msun,nCe St e.00 1306. Tax Service For • to WFRETS s1oo.00 1400. 707'AL RETTLHMt;NT CNARGHi (Enter on ilne t OD,Seetlon J -end .Ilse 502, 9eelbn K 5, 31,80 12,821.34 1 have aretuly ravieured the HUD-7 SetlbmsM 9tatsmsm and b the bed or ny knowledge and bell2f, It it: a true 2nd accurate paten+ant of ell re®Ipp and dlebursementa made on my aeop unt Or by ms h thN tranYdlon. I fu nhar csrtlfy that I hate roeelved a copy of the h0.)D-1 tireue mast 9lalamsnl, Jennrfsr L. Rudy Estate of Barbary VOIpiCblll porrvwers Selbra The NUD-1 :fsttl^m^nr St:tent's! vefr Id1 I have prepared is s true and aoaurau eoocunt cf thle Yana^dlah, t have 814 eed ar w{II Cause the Nnd^ b be dtelwraed ti aeoarda)tee wllh Lhle e IatamenL Setttemerrt A2ene Dets At'0)lated Settlement Services l3roup, LLP WARNMG: M to ^ arim010 tmowingly melee hlae statements b tlt a Unltsd Sbua on Ihla orany slmllarronn, Penaluae upon mrnrlotbn aan hclude a flue and Imprtaonment Fartletelle sae: 7)lla 16 US• Code Seetbh 1001 and Se dlon 1070. revleua sdltlona ^rs mroles e..,. ~ ,d a .~, ,... . 0/05/2010 14:49 FAX 71 64 78 /MAX R AL Y EL CT 003!005 6eerew Number. 90103838-001 MAW .Coot ^ ~Fa timab, GF and Hup=1 C o ' ^` ~ -" 1'„' p ~ lta ,~ ' I 1., Oood Fak tlrri `' h.~ ~ ~' ,rf Flt. rrHUO¢ ~w+ 1,; ~, ~ ,.~ . 1.e That Cannon lncrvaea HUD-1 Line Nurrtbar Our erlginatlon charge s1801 4Dli.00 485,00 Your pegtt or charge (polnls) for the speoNio Interost rah chosen t1t802 0.00 0.00 Yeur at$usted origination charge8 #1803 a95.00 ap8A0 Tntnsfer taxes tR1203 9,700.00 1,899.00 .C T 'h'• rylC' ' Morn Than t109: ry .,# ,t'' ~ "r; ,~,• 'Good F4Ith',~Nm' . t,,.l ;r , v` p , UDr Government roeArding fans 11+1201 DB.00 192.00 Appraisal ha >pS04 409.00 400.00 Credit roport 1M805 45.00 5.00 • d i ra Total 543.00 587.00 Inoroase between GFE and HUD-i Chargos S 54,t~ or 10.0000% ,~ ." ~ ~ . ~~. 'n 3' :5 1./' ii: r,~l ~' '~ Good IFa m Ub-~'~"' ~ ~ ~} ' Inklat ~poak for your asorow aaenunt ak1001 1.222,00 764,81 Dally ihtereat charpas tlIt901 $ 19.5500 /day 19.55 468.20 Homeo»lrteds Insurance #903 360.00 42A.00 Title seNloas and Iwnoar's tltla Insurance 1Rf101 7,543.74 7,294.85 Owner's tkla Ineuranoa +61103 0.00 153.00 '-See attached for ixeakdown tk1305-#1306 ~ 98.Ob 119.00 Loan T~rnrs Yetr Mttfal loan amount la 3 [35,920.00 Your loan tprrn Is 30 yeah Your Inktal Interest rate Is 5.2500% Your ihitinl monthly amount owed for prlnclpal, Interest, and any $ 750.68 Includes mortgayo Insuronw fs ~ PAnCipnl ~x Interest Mortgage Insurance Can your Interest rate rlsa7 ~ No. ~ Yss, It wn rise to a maximum of 0.000074. The first change will • on And osn ohange again every aRer .Every dtiahga dstenyour interest rats wn Ihonase or detxease by O.D000%, Owr the ~Ifa of IM loan, your Interest rate Is guaranteed to hewer be lower thin O.DOOD% or hg her than 0.0000%. Ewn Iryou maKe your payments on tlme, can your Ivan balance rise? 0 No. ~ Yes, it can rke to a maximum of $ 0.00. Ewn K you make your payments on time, can your monthly amount O Ne. ~ Yos, the first increase esn ba on antl the rhonthly amount owed owed for prlnelpal, Mterest, and mortgage tnaurence Nse7 can rise ea S 0.00. 7ha maxknum N nn ever rtes to is ; D.p0, Dogs your loan have ^ propaymant psnaky7 Qx No. ~ Yea, your maximum prepayment pane by Ile 6 O.DD, Does your losn haves a balloon paymgnt? Ox No. Yes, you have a balloon payment of S O.Oi0 due in 0 years on . Total monthy amount owed Inaudinp escrow ect:vur't payments ~ You do not have a monthly eaorvw payment fvr Items, such as property taxes and homwwner's Insurance. You must pay those items dlrecty yourooM. QX You new an addltbnal monthly escrow payment of S 148.12 thst results in a tetai initial month p. amount owed of i BA9.86. Thi# includes prin tape!, Interest any mortgepa Ineuranp e.ntl any Rarru checked below: Q Property taxq Q Homeowner's Insurance Flood insuranu Q ^ ^ Note; If you new any quastlona about the Settlement Cherge• antl Loan Terms Ilsled an lhls form. pleaa• nontsd your lender. Pn~IWn rdltbnr ens eb~elsta P~Oe S Ol6 HUD-1 03/05/2010 14:49 AX 717 2 4 1 RE/M X RE L Y S L CT .004/005 6~orow Number, 001D~!]e-001 MAW ~REAiCDdWN OF PAYOFF ON HUD LINE 504 Members 1st D®ccriptlon Amount Princigatl Ba~lsnce 28,886,48 7otai Payoff 28,686.48 Total es shown on HUD line 504. 28,686.46 Prwlou^ ~dltlon~ ~r• e6~eb1~ P~G~ 4 O(6 MUO.7 ..! ' 0 '05/2010 14:49 FAX 71 264 18 R /MAX REALTY S L CT .005/005 Ererow Numbae 00103838-001 MAW HUD '~ 112 DETAILED BREAKDOWN OF ADDtTICNAL TITLE CHARGES WtaY Seller Deseriptlon Amount Amount 1113. Doc Transmission - to Affiliated Settlement Services Group,LLP 525.00 1114. Wire Fee • to AfFliated Settlement Services Group,l.LP 525.00 71'15. Notary Fee - to Cynthia E. Ruhl 546.00 10.00 1116. Tax Cert Ririmbursement tp Affiliated Settlement Services Group ,LLP 5.00 Total as shown on HUD page 2 Line #1112 75,00 HUD 7200 DETAILED BREAKDOWN OF GQVERNMENT RECORbING AND TRANSFER FEES Huger S~IIer Amount Aerount City a County Taxi'Stamps CftyTax/3tamps: Deed $1,699.00 Total as shown on HUD pagr 2 Lina M1204 1,699.00 Buyer S~Ilrr Amt Amount state Taxlstamps StateTax/Stampsr Deed $1,669.00 Total as shown on HUD pegs 2 Llne #1205 DETAILED BREAKDOWN OF GFE CHARGES THAT CAN CHANGE De~orlptJion HUD-i Urw Number Flood 4ife o1` LOen Fee #1305 Tax SrNics Fee #7309 Total as shown on HUD page 3 GFE Comparison 1,6198.00 Good 1=afeh FiUD-1 EstimaRe Amount 16;00 16.00 100.00 100.00 119.00 119.00 Provlour sdMen^ eh obrohle Pepe 8 M 6 htUD-7 REV-1508 EX+ (6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Barbara M. Volpicelli 21-09-0312 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of aurvivorahip moat be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) MEMBERS 1st PEDBRAL CREDIT UNION SAVINGS ACCOUNT: Account NumberlSuffix 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 Jant 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 LOAN ACCOUNT: Account Number/Suffix Date Loan Established Principal Balance at Date of Death Loan Type Collateral Held as Security Interest Rate Name of Co-Borrower ?22458-00 09/16!2002 $29.46 $.00 $29.46 Susan Gaffney 09/16/2002 222458-11 09/16!2002 $513.05 $.00 $513.05 Susan Gaffney 09/16/2002 Primary Owner: Peter Scott'Voipicelli 309x0-00 oa/o7/1 s62 $13.12 $.18 ' $13.30 Barbara Volpicelli 08/07/1982 222458-02' 05/1712004 $34,582.44 Home Equit~/Contractual Pledge of Shares 42 South 39 Street, Camp Hill, 'PA 17011 4.99% None 'Loan does not have credit life insurance. M , ERS 1sT FEDERAL CRE1D~~NI~O,N1 _ Danielle A. line Insurance Services Specialist April 22, 2009 Estate of: BARBARA M. VOLPICELLI Date of Death: 03/29/2009 Social Security Number: 203-28-3001 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 ww~memberslst.org ESTATE OF BARBARA VOLPICELLI INVENTORY O F HOUSE KITCHEN Table & Chairs 35.00 Microwave 10.00 Stove 50.00 Refrigerator 75.00 Dishwasher 50.00 Pots & Pans 20.00 Dishes 10.00 Silverware 5.00 LIVING ROOM Sofa 35.00 Chair 25.00 Chair 25.00 End Table 10.00 End Table 10.00 Lamp 5.00 Lamp 5.00 Ottoman 5.00 Clock 20.00 ~/ 175.00 MASTER BEDROOM Bedroom Suit 250.00 2ND BEDROOM Computer 75.00 Compuer Chair 5.00 Computer Desk 25.00 ~/ 175.00 MISCELLANEOUS Sofa 35.00 Porch Furniture 25.00 Lawn Mower 100.00 Miscellaneous Tools 210.00 Vacuum 10.00 Grill 20.00 TOTAL $ 1,500.00 REV-1509 EX+ (6-98} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER Barbara M. Volpicelli 21-09-0312 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule 6. SURVNING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Susan Gaffney 519 E. Coover Street Mechanicsburg, PA 17055 daughter B. G JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~' A' 09!16102 Members 1st Savings Acct. No. XXX458-00 29.46 50% 14.73 2• A. 09116102 Members 1st Checking Acct. No. XXX458-11 513.05 50% 256.53 TOTAL (Also enter on line 6, Recapitulation) I : 271.26 (If more space is needed, insert additional sheets of the same size) . S~IEDULE H FLINEIZAL. E~EJVSES ~ COMMONWEALTH OF PENNSYLVANIA ~- INHERITANCE TAX RETURN 7 RESIDENT DECEDENT ESTATE OF VOLPICELLI, Barbara FILE NUMBER 21 - 2009 - 0312 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION I AMOUNT NUMBER A. FUNERAL EXPENSES: 1. Neill Funeral Home 9,342.27 I 2. Flowers 150.00 3. ~ Reception 500.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 2. 3. City State Zip Year(s) Commission paid Attorney's Fees Coyne & Coyne, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. 6. 7. 1 2 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Accountant's Fees Tax Retum Preparer's Fees Other Administrative Costs Cumberland Law Journal-- Legal Advertisement Patriot News-- Legal Advertisement 11,000.00 398.00 75.00 123.38 Total of Continuation Schedule(s) 31,904.06 TOTAL (Also enter on line 9, Recapitulation) 53,492.71 Sct~led~~ie H p COMMONWEALTH OF PENNSYLVANIA w~ « INHERITANCE TAX RETURN ~f~ ~'~ (~ RESIDENT DECEDENT ~ ESTATE OF VOLPICELLI, Barbara ~ FILE NUMBER 21 - 2009 - 0312 3 Postage 88.00 4 ~ Additional Short Certificates 5 Woof Appraisal-- Appraisal of Real Estate 6 Dehumidifier Replacement 7 j Carpet Mart-- Replacement for Sale 8 Paint Supplies 9 Cleaning Supplies 10 Lowes-- Material for Repairs for Sale 11 ; Reserves 12 Income Tax Preparation Fees 13 House Repairs-- Leigh Fissel 14 Repairs to Furnace-- Susan Gaffney 15 Replace Diswasher-- Susan Gaffney 16 ~I Estate Checks 17 Closing Costs for Sale of Real Estate 18 ! Sewer & Trash 19 JJ Skelton-- Oil 20 Duty's Locksmith 21 Mileage for Executrix @ $.55/mile 22 Heritage 23 I Bill Epps-- Repairs to House 24 Eric Wewer-- Furnace Inspection and Cleaning for Sale 25 H E Beers-- Radon Remediation for Sale 12.00 300.00 163.24 990.28 447.44 234.58 650.82 3,000.00 500.00 547.41 425.00 254.55 30.22 17,821.34 565.95 640.00 56.50 550.00 67.21 675.00 185.00 750.00 Page 2 of Schedule H C Schedt,ie H COMMONWEALTH OF PENNSYLVANIA Funeral EJ~9P'S INHERITANCE TAX RETURN A~Ir115~~ CiOS~ RESIDENT DECEDENT ESTATE OF VOLPICELLI, Barbara FILE NUMBER 21 - 2009 - 0312 26 j Overpayment of Federal Pension-- Recouped by US Govt 2,949.52 Page 3 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, ~ LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF VOLPICELLI, Barbara FILE NUMBER 21-2009-0312 include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Members 1st FCU-- Home Equity Loan 35,670.50 2 Alliance Computers 62.54 3 Members 1st -- Overdraft 81.91 4 Terminix 234.04 5 Erie Insurance 540.00 6 Verizon 96.06 7 Uncleared Checks 600.00 8 PAWC 434.13 9 PPL 1,058.29 10 Comcast 407.83 11 5trock Insurance 133.50 12 Dave's Service Center 315.84 13 Cindy Rowe 100.00 14 CGM, Inc. 48.64 15 5VSC 778.03 16 Michael Langan-- Tax Collector 1,394.40 TOTAL (Also enter on Line 10, Recapitulation) ~ 41,955.71 REV-t513 EX!-11.-08) pennsytvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAx RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara M. Volpicelli 21-09-0312 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 [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Kelly A. Mansbarger daughter 1/4_of residual 2. Susan Gaffney daughter 1/4_of residual 3. Leigh Fissel daughter 1/4_of residual 4. P. Scott Volpicelli son 1/4_of residual ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, insert additional sheets of the same size. REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2009- 00312 PA No . 2 ~ - 09- 0312 Estate Of : BARBARA M VOLPICELLI (First, Middle, Lanl Late Of : HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 203-28-3001 WHEREAS, on the 2nd day of April 2009 an instrument dated January 7th 2002 was admitted to probate as the last will of BARBARA M VOLPICELL/ /First, Middle, Lanl Late of HAMPDEN TOWNSHIP, CUMBERLAND County, who died on the 29th day of March 2009 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi1Is in and for CUMBERLAND County, in the Commonwealth of ,Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: SUSAN A GAFFNEY -~ who has duly qualified as EXECUTOR(R/XJ and has agreed to administer the estate according to Iaw, all of which full y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 2nd day of April 2009. IL.A~'~ W~1LlL 1~I~T~ ~'~~~~'~~~~ ®F ~A~~~~ ~'i. V®lL~d~~]LIL~ I, BARBARA M. VOLPICELLI of 42 South 39~ Street, Camp Hill, Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: I direct that my. body be buried in Ft. Indiantown Gap National Cemetery, Lebanon County, Pennsylvania. ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 3: I devise and bequeath all of my estate of every nature and wherever situate, together ,~ .~ 1 with all insurance thereon, to my husband, PETER J. VOLPICELLI, provided he survives for a period of thirty (30) days. H ITEM 4: Should my husband, PETER J. VOLPICELLI, predecease me or fails to survive my a v death for a period of thirty (30) days, I direct that my personal property be distributed in accordance with ,aa specific written instructions contained in a document attached. 0 ITEM 5: Should my husband, PETER J. VOLPICELLI, predecease me or fails to survive my a death for a period of thirty (30) days, I give the rest, residue and remainder of my estate~vheresoever ~ ~ w, ~'~ a situate and in equal shares, to my children, per stirpes. Should any beneficiaryo so st~ive ii~:e;;l~t ~x .:_... ~ rte- ~ ~~ ~~ ~ is represented by issue who so survive me, such issue shall receive in equ~as t~ share; ~ h deceased child would have received had he or she so survived me. ~~ ~ ~ '.~? ~ N ~;~ ~ '~ r--- ~ C~ ~t ~'~r ITEM 6: Should any beneficiary entitled to a share of my estate not have attained the age of '~ twenty-five (25) years at the time of distribution to him or her, I devise and bequeath the share of such beneficiary to my daughter, SUSAN A. GAFFNEY of 519 Coover Street, Mechanicsburg, Pennsylvania, as Trustee, (alternate trustee, LEIGH A. FISSEL of 24 Dulles Drive, Camp Hill, Pennsylvania} to be held ~ in separate trusts, to hold,.manage, invest and reinvest the share so received, in accumulation of income thereon, and to use and apply the income and principal, or so much thereof as, in Trustee's discretion, ,may be necessary or appropriate for such beneficiary's maintenance, support, and education (including !~ college education, both graduate and undergraduate) without regard to his or her parents' ability to ~e for such maintenance, support or education, or to make payment for these purposes, without a w U H a a 0 a x further responsibility, to such beneficiary's parents or to any person taking care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-five (25) years. If he or she dies before attaining the age twenty-five (25), the Trust shall terminate and such share shall be distributed to his or her personal representative. ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or ~ voluntary or involuntary alienation. ITEM 8: I direct that aII taxes that may be assessed in consequence of my death, of whatever mature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the 'expense of the administration of my Estate. ITEM 9: I appoint my husband, PETER J. VOLPICELLI, Executor, of this my Last Will. In the event my husband, PETER J. VOLPICELLI fails to qualify or cease to act as Executor, I appoint my daughter, SUSAN A. GAFFNEY, Executrix of this my Last Will. t ' - ITEM 10: I direct that my personal representative, trustee or his successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~!~ day of 1/~~ , 2002. _ ~ F ~ ~~..~ BARBARA M. VOLPICELLI Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. t b~8~ GUS L~s~~~ ~.... residing at /~f ~ G~ ms's ~ rI r~+5 ~~ ~ 7d sr ~ }P,~, ~ residing at ~ ~~ .U,r.~~~ f~~ COMMONWEALTH OF PENNSYLVANIA ) ) 5S: COUNTY OF CUMBERLAND ) We, BARBARA M. VOLPICELLI, ~/5 r1 ~~/E ~rt~, and ~N~ /~ , !~7 r,a~ Gam' ,the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she. had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. ~~1~~~~-~c.~ BARBARA M. VO''LPICELLI i ess ~,~. Yh L.~--~,-~--~ Witness Subscribed, sworn and acknowledged before me „r-. ~ Cn v wl ~ by BARBARA 7. VOLPICELLI, the Testatrix, and subscribed and sworn t~efore me by ~ / Sao ~ ~ , ~ ~"~, ,,, ~ and .~sr.,~- ~(, ~~ er..,,~r the witnesses, this ~~= day of ~- ~ , 2002. Notary Public iV~"~~' ~l.~t. Y F. Cp'~'!~, ~o~y P Tw~p., Cum~stla+nc! ~. ~Ar t'.rur~o9 Jk~ 7, COYNE & I~OYlvE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne 3901 Market Street 717-737-0464 Lisa Marie Coyne Camp Hill, Pennsylvania Fax: 717-737-5161 Jaime L. High 17011-4227 www.coyneandcoyne.com Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 March 30, 2010 n `° . a ~ -_ :~ ~ x_~ ~ "p r -~ m i ~, ~ ,-' `yam n C.~ ro ~ ~ -~ c~ -~-, a ; .; .~ ~ ~ r7 _a w Re: Estate of Barbara M. Yolpicelli, Deceased No. 21-09-0312 Dear Sir or Madam: Enclosed please find an original and two (2) copies of the Inheritance Tax Return for the above-referenced Estate. Kindly docket the original and return to me a "clocked-in" copy with the enclosed stamped envelope. Also enclosed are two estate checks. The first is No. 1093 in the amount of $15.00 for the filing fee for the Return and the second is No. 1096 in the amount of $2,397.81 which represents the balance of Inheritance Taxes owed for the Estate. Please issue appropriate receipts for the enclosed checks. If you have any questions, please contact me. Thank you for your assistance. Very truly yours, COYNE & COYNE, P.C. !~ i Marie Coyne LMC/amd Encl. ' Cc: Susan A. 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