HomeMy WebLinkAbout05-11-10 (2)LAW OFFICES
SAIDIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
JOHN E. SLIKE CAMP HILL, PENNSYLVANIA 17011 CARLISLE OFFICE:
ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 26 WEST HIGH STREET
JAMES D. FLOWER, JR EMAIL: tflower@sfl-law.com CARLISLE, PA 17013
CAROL J. LINDSAY www.sfl-law.com TELEPHONE: (717)243-6222
JOHN B. LAMPI FACSIMILE: (717)243-6486
DANIEL L. SULLIVAN
ALBERT H. MASLAND
DEAN E. REYNOSA
THOMAS E. FLOWER REPLY TO CAMP HILL
MARYLOU MATAS
JASON E. KELSO
May 10, 2010
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Cumberland County Register of Wills r~ ~ ~ ~ ~ ~ ~ ~'
1st floor
Suite 102 ;~ ~ -- ~. ! `%
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1 Courthouse Square `=~c~,~ ~ ~~' `-==
Carlisle, PA 17013 -~~ ~' ~~'~' ~' ~
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Re: Estate of Judith Hoffman ~'~ '
File No. 21-09-1190
Dear Sir or Madam:
Enclosed please find an original and two (2) copies of the Inheritance Tax Return for the
above-referenced decedent. Also enclosed is a $15.00 check in payment of the filing fee. Please
return atime-stamped copy to our office using the enclosed self-addressed stamped envelope.
Very truly yours,
SAIDIS, FLOWER & LINDSAY
e`~ .. I~1
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Y e Sersch, assistant for
Thomas E. Flower, Esquire
/ys
Enclosures
r
15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
INHERITANCE TAX RETURN _ _. ... _
PO BOX 280601 21 09 1190
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
182-46-3512 12/16/2009 09/14/1954
Decedent's Last Name Suffix Decedent's First Name MI
HOFFMAN JUDITH q
(If Applicable) Enter Surviving Spouse's Information Below
Spouse'$ Last Name Suffix Spouse's First Name MI
Spouse'$ Social Security Number
FILL IN ~-PPROPRIATE OVALS BELOW
,'~°;~ 1. Original Return
'~~°;: 4. Limited Estate
>~~~ 6. Decedent Died Testate
(Attach Copy of Will)
~m,.:~ 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
C~`a 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
7. Decedent Maintained a Living Trust 0..... 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
`THOMAS E. FLOWER (717) 737-3405
__
_. __
Firm Name (If Applicable)
_ _. _ _ ~ ~
....... ........ .. ... ...
... ... .......... .. w.F.w
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__ _ ____ REGISTER .S US
E O !~~
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SAIDIS, FLOWER & LINDSA { ' ~ ~ t --
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First line of address -
l~ "r
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-- ~
2109 MARKET ST .~
,___ ..'_'=,~ --~` ; -.`-~ `--:
Second line of address - ..
___
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City or Post Office ~~
DATE FILED
State ZIP Code ............. ................................ ................. """^' `"'~ } ,--^ ~
=;'
CAMP HILL ! PA :17011-4723
Correspondent's a-mail address: tflOWel'@Sfl-IaW.cOm
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUREF PERSON RES~jONSIBLE FOR FILING RETURN
~~~~
DA
18 S`YI~,L~/1~(~/j!K WAY, ~V~TTINGHAM, MD 21236-4700
SIGN~i' JFI~ OF PREPAR~'DZF~'E THAN REPRF_SENTATIVE
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ADDRESS
SAIDIS, FLOWER & LINDSAY, 2109 MARKET ST, CAMP HILL, PA 17011
15056051058
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058
J
15056052059
REV-1500 EX
Decedent's Social Security Number
JUDITH A HOFFMAN 182-46-3512
Decedent's Name:
. ~ . . . , .. _ .. , . , ~ , .. ... _ , , ... . _ .. , .... . ~ , . ~ . .... ~ , .. . . . ~ ... , , , ... _ , .. . , ..... _ , ~ . . , . . . , _ _ , . , . . µ ~ , , . ~ . w , , , , . , . . ~ .. , .. _ ... .... , _ . . .. , . ~ ... .. ~ . . µ ~ ~ ~ . ~ , . , , .. _ . . _ .. , . ~ . , . ~ . .. . , ~ . . ~ , .... ~ . . . _ .. _ . , .. , ~ . . , ... ... , .. _ , . .. _ _ . , . _ . , . , . , ~ , .... ~ . _ . _ . ~ , .... . ~ . , , . ~ , . , _ , , . , µ , . . ~ . ... ... _ . , m . . . _ . , _ . , .... , . , w . . .. . ~ .. - .. . . _ , , _ . _ . . ~ .. ,
RECAPITULATION
1. Real estate (Schedule A) . ............................................ 1. 152,900.00
2. Stocks and Bonds (Schedule B) ....................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ............................. 4. ~'
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 13,291.67
6. Jointly Owned Property (Schedule F) t Separate Billing Requested ....... 6.
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. ; 166,191.67
9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9.
40,377.41
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 126,003.39
11. Total Deductions (total Lines 9 & 10) ................................... 11. 166,380.80
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 0.00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ........................ 13. ' 0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 0.00
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ,.a.,,,~„~..~~„-....,,d,,..~ .,..~,.~.,,~..,.,~,,,,-.,,,,w,,...m„M.~..,,,~,,,~,.,.~.-.~.,,M,..
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 ____ ___...
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ ' 16.
17. ;..~ .... n ...,.w., . _ .. _....__._.~ ... . .. ............. .~ ~._ . ~,._...... ,.~.._._..._., , .,.,. ,, ~_.....
Amount of Line 14 taxable . ._......... .._.~., .~ ....._...~......
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ......................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side Z
0.00
'~
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
FIIe,Number_
~...µ ........... .....„.,.,~.,..,..,..,.,.,,. j :.........
,:
~ 21 ~ 09 ~ :1190
„~......~..o..~.~., ~ ~~~~~~~~ ~~~~~~~~~ DECEDENT'S SOCIAL~~~~
DECEDENT'S NAME SECURITY NUMBER
JUDITH A HOFFMAN 182-46-3512
STREET ADDRESS
5 CAROL LANE
CITY STATE ZIP
ENOLA PA 17025
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
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)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
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: Yes No
a. retain the use or income of the property transferred :.......................................................................................... ^ 0
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? .............................................................................................................. 0 ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ Q
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 TtiE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
t s~N,F y~'
`~"~r~~~ff~_ '~.:. ~ ~~'~ flrk.. 3 t> `i Mm'e'."' -.-~fk ;._. ~;~Y+
For dates of death on or after Juty 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)J.
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 is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (11-08)
~ ~` Pennsylvania SCHEDULE A
r DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JUDITH A. HOFFMAN 21-09-1190
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,
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
JUDITH A. HOFFMAN 21-09-1190
Include 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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 . JEWELRY, PER APPRAISAL 2,485.00
2. HOUSEHOLD FURNISHINGS, MOSTLY DESTROYED BY CATS AND DISCARDED 500.00
3. MEMBERS 1 ST CHECKING ACCOUNT # 189003-11 829 25
4. MEMBERS 1ST SAVINGS ACCOUNT # 189003-00 1,485.86
5. 2003 CHRYSLER SEBRING AUTOMOBILE, 37,000 MILES, sale proceeds 4,000.00
6.' PRUDENTIAL INSURANCE ALLIANCE ACCOUNT # 4351002887709 3,991.56
TOTAL (Also enter on line 5, Recapitulation) S 13,291.67
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
JUDITH A. HOFFMAN 21-09-1190
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE 7HE NAME Of THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE of TRANSFER. ATTACH ACOPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
~ ~ IRAs NOT TAXABLE -DECEDENT NOT YET 59 YEARS OF AGE
0.00
2 LIFE INSURANCE NOT TAXABLE
. 0.00
3. CASH GIFT WITHIN ONE YEAR OF DEATH -NOVEMBER, 2009; 499.00 100 3,000,00 0.00
TRANSFEREE: ANDREA TAYLOR, SON'S FIANCEE p
TOTAL (Also enter on line 7 Recapitulation) $ I 0.00 ,
(If more space is needed, insert additional sheets of the same size)
- REV-1511 EX+ (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JUDITH A. HOFFMAN 21-09-1190
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' SULLIVAN FUNERAL HOME, ENOLA, PA 1,712.00
2. .ROLLING GREEN CEMETERY; INTERMENT & RECORDING FEES 1,345.00
3. JDK CATERING: MEMORIAL DINNER 2,724.11
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) -
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 10 000.00
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. Probate Fees 319.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
~. .Publish estate notices -Cumberland Law Journal, $75; Patriot-News, 169.92 244.92
s. Jewelry appraisal fee, Rose Marie's Antiques 200.00
s. Obituary 85.00
10. E. Pennsboro Twp dumping permit 30.00
11. PPL Electric 86.51
12. Continuation Sheet Total 23,630.37
TOTAL (Also enter on line 9, Recapitulation) $ 40,377.41
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H CONTINUATION SHEET
ADMINISTRATION COSTS
ESTATE OF FILE NO. 21-09-1190
JUDITH A. HOFFMAN
B. 12.
a. Members 1St Home Equity Loan, debt service prior to sale $ 782.76
b. Chase Home Finance mortgage loan, debt service prior to sale 3,154.88
c. J.F. McGraw Co., UV light installation for well water 662.50
d. Pa Water Specialists, serviced water system 89.04
e. F.M. OPPEL, heating fuel 997.89
f. Liberty Mutual, auto insurance 87.75
g. Real estate agent's commission 9,324.00
h. Realty Transfer Tax 1,529.00
i. Overnight fees from settlement 40.00
j. Notary and tax certification fees 20.00
k. County/Township Taxes 491.77
I. Less county & school taxes credited at settlement (642.92)
m. E. Pennsboro Twp, sewer 137.00
n. Less sewer payments credited at settlement (51.05)
o. "Seller assist" deducted from sale proceeds at settlement 7,000.00
p. Fed Ex 7.75
Continuation sheet total: $ 23,630.37
• REV-1512 EX+ (f2-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
JUDITH A. HOFFMAN 21-09-1190
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
~~ PHILHAVEN
260.92
2. VISA 719.95
3. :MEDICAL BILL 173.18
4. HOSPICE OF CENTRAL PA 3,100.00
5. EMERGENCY MEDICAL SERVICES 250.62
6. HARRISBURG PHARMACY 140.00
7. J.C. PENNEY 597.57
8. SAIDIS, FLOWER & LINDSAY, LIFETIME LEGAL SERVICES 607.50
9. :Payoff of Chase mortgage loan from settlement funds 87,374.74
10. -Payoff of Members 1st home equity line of credit balance from settlement funds 32,778.91
(If more space is needed, insert additional sheets of the same size)
r
LAST WILL AND TESTAMENT
OF
,TC7DITH A . HOFFMAN
ii ~.
SAIDIS '
JFF, FLOWER
:_Tr~ .~,
TORNEYS•AT•LAW
... - -o- ---- __.
Carlisle, PA
I, Judith A. Hoffman, of Enola, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory ar~d
understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking all other Wills
and Codicils heretofore made by me.
FIRST
I direct the payment of my just debts and expenses of my
last illness and funeral from my estate as soon after my death
as conveniently may be done. If there be no cemetery lot
available for my interment owned by me at the time of my death,
I authorize my personal representative to purchase such cemetery
lot with a contract for perpetual care, using therefore funds
from my estate in such amount as he shall consider necessary and
1 re resentative to cause
desirable, and I authorize my persona p
~itlE' to or ownership of such lot so purchased to be vested in
such person as my personal representative shall designate.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
,~.~,_-......,,~ .a P.. ._~ . .
purchase, erection and inscription of a suitable marker for my
grave.
SECOND
I give, devise and bequeath all of my jewelry to my sister,
SUSAN WEISERT. I bequeath certain other items of my tangible
personal property, not including cash and securities, in
accordance with a written list made by me during my lifetime.
In absence of such a list or designation on said list, I
bequeath my tangible personal property to my son, JEFFREY E.
NEUMAYER. Should he be deceased, any remaining articles of
tangible personal property shall go to my sister, SUSAN WEISERT.
THIRD
I bequeath any interest I have in my pets to my former
husband, RANDY L. HOFFMAN, should he predecease me, I direct my
executor find appropriate homes for my pets and I bequeath to
such persons the sum of Five Hundred Dollars ($500.00) for each
pet that they take in their care. Should my executor be unable
to find proper homes for my pets, I direct that my Greyhounds be
given to Personalized Greyhound, Inc., or if such organization
AIDIS is no longer in existence, to any Greyhound Organization. Any
E, FLOWER
~INDSAY cats which are unplaced in homes shall be delivered to a norl-
NEYS•AT•I.A W
. High Street
rlisle, PA kill animal shelter which is willing to accept cats .
2
FOURTH
I bequeath the rest, residue and remainder of my estate, to
my son, JEFFREY E.NEUMAYER. In the event he fails to survive
me, then I give the rest, residue and remainder to my sister,
SUSAN WEISERT.
FIFTH
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or
otherwise shall be paid out of the principal of my residuary
estate.
SIXTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in his
absolute discretion:
A. To retain in the form received, or to sell either at
~~
~AIDIS
~, FLOWER
J. High Street
arlisle, PA
public or private sale any real or personal property;
B. To exercise any options to subscribe for stocks,
bonds, or other investments;
C. To join in ally plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
D. To sell, transfer, convey, mortgage, pledge, lease
or exchange any property, real or personal, which at any
3
time may form part of my estate, for the payment of debts
or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
personal representative, in his sole discretion, may deem
wise, and to execute and deliver deeds of conveyance or
transfer thereof;
E. To make settlements and compromises on such terms as
my personal representative in his sole discretion may deem
wise without the necessity of obtaining any court approval
thereof ;
F. To make distribution hereunder either in cash or
kind, as my personal representative in his discretion may
deem wise.
SEVENTH
I do hereby nominate, constitute and appoint my son,
JEFFREY E. NEUMAYER, as Executor of this my Last Will and
Testament. Provided, however, that if he is unwilling or unable
to act as Executor, I direct the duties of Alternate Executor to
be performed by my sister, SUSAI~~ WEISERT
MIDIS EIGHTH
;FLOWER
[NDSAY I direct that no personal representative, guardian, trustee
dEYS•AT•LAW
High Street
•lisle, PA or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
4
IN WITNESS WHEREOF, I, JUDITH A. HOFFMAN, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of five typewritten pages, the first four of which bear my
signature in the margin for identification, this /J~~~-day of
~~..~~ 20 Gam.
Judith A. Hoffman
Signed, sealed, published and declared by the above-named
.AIDIS
'F, FLOWER
TATTIC 4V
ZNEYS•AT•LAW
•. ttign a[ree~
irlisle, PA
Judith A. Hoffman, Testatrix, as and for tier Last [H]ill and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix and of each other.
.~ '
~:~ C f~~ ~~'J . ,~-~_ ADDRESS :~ ~ G' ~ ~~~z.~~~ .
` ~~ ~ ~ ADDRESS
~r
%/ G !
5
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
mind and under no constraint or undue influence.
~~
di th A . Hof man
We, Judith A. Hoffman, ~,,,~-,-~~ ~rl _ ~~c~J~;' and
~5~; ~, ;~,, fn,~. ~,,,~,,~ the Testatrix and witnesses, respectively
whose names are signed to the foregoing or attached 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 Testament and that she signed willingly and
that executed as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix signed the Will as
witnesses and treat to the best of their knowledge the Testatrix
was at the time eighteen (1~i; or more years of age, of sound
,Wetness
AIDIS
F, FLOWER
INDSAY
NEYS•AT•LAW
High Street
rlisle; PA
Subscribed, sworn to and acknowledged before me by Judith
A. Hoffman, the Testatrix, and subscribed to and sworn or
affirmed to before me by j ~csc~ m. ~oc~/~r- and
~~~s~ 5- z;Mrr~-c~rr~~:,-,~ witnesses, this ~ day of ~furch
2 0 Dad -
,Witness
otary Public
Notarial Seal
Sallie Allshouse, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Mar. 29, 2404
6
u
MEMBERS 1St
rEUERAL CREDIT UNION
Send Inywres to:
5000 Louise Drive
PO Box 4D
Mechanicsburg, PA 17055
www.members1st.org
Main Switchboard: (717) 697-1161 or (800) 28.
EZ Call: (717) 697-4372 or (800) 283-ti.,/2
TDD: (717) 697-5312 or (800) 283-2328 ext. 5312
TeleBranch: (717)795-6049 or (800)237-7288
JUDITH A HOFFMAN
C/O JEFFREY NEUMAYER
18 SYLVAN OAK WAY
NOTTINGHAM MD 21236
Statement of Accounts 1
Nov 25 , 2009 thru Dec 24 , 2009
Account Number
Balances at a Glance:
Checking:
Savings:
Certificates:
Loans:
Money Management:
Swipe 5 YTD Reward:
189003
486.08
4,426.39
5,193.47
32,640.08
o.oo
7.95
Page
Your current Member Loyalty Rewards level is Platinum.
Your aggregate balance as of December 1st is $42,162.22.
An aggregate balance of $75,000 and having 3 products
will move you to the Titanium level.
1099-INT s are not included in this statement. If you earned at least $10 in
dividends on your account for 2009 you will receive your 1099-INT in a separate
mailing in early January 2010. 1099-INT information will also be available on
Members 1st Online early in January.
1 of 3
CHECKING ACCOUNTS
0011 -CHECKING
Date Transaction Description Additions Subtractions Balance
Nov 25 Balance Forward 335.09
Nov 25 Check 002647 Tracer 0001427946 59.07- 276.02
Dec 02 Check 002650 Tracer 0001173269 29.85- 246.17
Dec 08 Deposit by Check 108.39 354.56
Dec 11 Deposit by Check 254.83 609.39
Dec 11 Check 002574 Tracer 0001188298 45.99- 563.40
Dec 14 Check 002576 Tracer 0027302275 25.00- 538.40
Processed Check - JCPENNEY MC
TYPE: CHECKPAYMT ID: 0818200407
Dec 14 Check 002572 Tracer 0003641501 36.95- 501 .45
Dec 14 Check 002577 Tracer 0003712538 50.00- 451 .45
Dec 15 Check 002575 Tracer 0022107208 25.00- 426.45
Processed Check - MEMBERS 1ST FEDE
TYPE: PAYMENT ID: 9265010023
Dec 15 Check 002573 Tracer 0001629060 30.95- 395.50
Dec 16 Deposit Transfer From Share 0000 433.65 829.15
Dec 18 Check 002578 Tracer 0001185115 10.00- 819.15
Dec 20 Withdrawal Transfer To Loan 0002 260. 92- 558.23
Dec 23 Check 002579 Tracer 1601535781 25.90- 532.33
Processed Check - MBI INC TYPE: CHECKPMT ID: 8881117905
Dec 23 Withdrawal ACH LIBERTY MUTUAL 46.25- 486.08
TYPE: PAYMENT ID: 9267721101 CO: LIBERTY M UTUAL
Dec 24 Ending Balance 486. OS
Courfesy PaV and NSF Fee Summary
Courtesy Pay Fees Year- to- Date 33.00
CHECK SUMMARY
Check # Amount Date Check # Amount Date
002572 36.95 Dec 14 002575 25.00 Dec 15
002573 30.95 Dec 15 002576 25.00 Dec 14
002574 45.99 Dec 11 002577 50.00 Dec 14
- - - Continued on following page - - -
st Send Inquires lo:
5000 Louise Drive Main Switchboard: (717) 697-1161 or {800) 283-2328
Po sox ao EZ Call: 717 697-4372 or (800) 283-4372
( >
Nov 25, 2009 thru Dec 24, 2009
• Mechanicsburg, PA 17055 TDD: (717) 69 7-5312 or (800) 283-2328 ext. 5312 Account Number: 189003
M)JMIftiltS I°
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www.members1st.org TeleBranch: (717) 795-60A9 or (800) 237-7288
Page:
2 Of 3
Check # Amount Date Check # Amount Date
002578 10.00 Dec 18 002647' S9. 07 Nov 25
002579 25. 90 Dec 23 002650'` 29.85 Dec 02
'~ Asterisk next to number indicates skip in number sequence
10 Checks Cleared for 338. 71
SAVINGS ACCOUNTS
0000 - REGULAR SAVINGS
Date Transaction Description Additions Subtractions Balance
Nov 25 Balance Forward 297 , 74
Nov 30 Deposit Dividend 0.350% 0.12 297.86
Annual Percentage Yield Earned 0. 360% from 99/09/2009 through 19/30/2009
Dec 16 Deposit ACH SOC SEC 1,188.00 1,485.86
ID: 3031036030 CO: SOC SEC
Dec 16 Deposit ACH FDL 433.65 1,919.51
TYPE: DOCSQL ACH ID: 2362598882 CO: FDL
Dec 16 Withdrawal Transfer To Share 0011 433. 65- 1,485.86
Dec 24 Ending Balance 1,485. 86
0010 - IRA SAVINGS
Date Transaction Description Additions Subtractions Balance
Nov 25 Balance Forward 2,939.32
Nov 30 Deposit Dividend Tiered Rate 1 .21 2,940.53
Annual Percentage Yield Earned 0. 500% from 99/09/2009 through 99/30/2009
Dec 24 Ending Balance 2,940.53
CERTIFICATE ACCOUNTS
0015 - 12 MONTH IRA CERT Maturity Date - Feb 27, 2010
Date Transaction Description Additions Subtractions Balance
Nov 25 Balance Forward 5,183.76
Nov 30 Deposit Dividend 2.280% 9.71 5,193.47
Annual Percentage Yield Earned 2. 300% from 99/09/2009 through 99/30/2009
Dec 24 Ending Balance 5,193.47
LOAN ACCOUNTS
0002 - HOME EQUITY
Date Transaction Description Amount Interest Fees Principal Balance
Nov 25 Balance Forward 32,714.39
Dec 20 Payments Transfer From Share 0011 260.92 186.61 0.00 74.31- 32,640.08
Dec 24 Ending Balance 32 640.08
Annual Percentage Rate 6.940% Daily Rate .019013%
YTD SUMMARIES
TOTAL DIVIDENDS PAID TOTAL LOAN INTEREST PAID
0000 REGULAR SAVINGS 2.02 0002 HOME EQUITY
0010 IRA SAVINGS 18.83
0011 CHECKING 0.00
0015 12 MONTH IRA CERT 115.61
Total Current Year IRA Contributions 0.00
Total Year To Date Dividends Paid 2.02
NOTE: Total includes closed shares
Total Year To Date Nontaxable Dividends 134.44
Total Year To Date Interest Paid 2,296.98
2,296.98
- - - Continued on reverse side - - -
sl Send Ingwres to: Maln Switchboard: (717) 697-1161 or (800) 283-2328
5000 Louise Drive EZ Call: 717 697-4372 or 800) 283-4372
Po sox ao ( ) ( Nov 25, 2009 thru Dec 24, 2009
Mechanicsburg, PA 17055 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 ACCOUrIt NUmber: 189003
M,L'MU~GRS t°. www.members1st.org TeleBranch: (717) 795-6049 or (800) 237-7288
Page: 3 of 3
NOTE: Total includes closed loans
Don't forget about our new Member Loyalty Rewards Program.
The more products you have with us, the more benefits you'll receive.
Ask an associate for details or visit our website at www.members1st.org for details.
Prudential
ATTACHED YOU WILL FIND A CHECK FOR THE FULL BALANCE OF YOUR
ALLIANCE ACCOUNT. YOUR ACCOUNT IS NOW CLOSED SINCE IT HAS
EITHER REACHED THE MINIMUM BALANCE ALLOWABLE, OR BECAUSE OF
A PERSONAL REQUEST WE HAVE RECEIVED. IF YOU HAVE ANY
QUESTIONS, PLEASE CONTACT US AT 1-877-255-4262.
DETACH ALONG DOTTED LINE AND RETAIN TOP PORTION FOR YOIIR RECORDS
RcMOVE DOCUMEN' A! ONG THIS ?ERrORATION
3881;~3480~5'3
-Please cash within 120 days
>62-22
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PAY~~THREE THOUSAND NINE HUNDRED°NINETY-ONE DOLLARS AND`FIFTY-SIX CENTS'****"***• "*'*'*`* *~* $3 , 991 .`56
TO TH E
ORDER OF THE HUDITH A ?HOFFMAN .ESTATE Wacho~ia Bank of Delaware; National Association ~~~y,~2y~.~T/~~itt
C/O SAIDIS, FLOWER & LINDSAY Wilmington, DE 19803
21.09 MARKET'STREET
.CAMP-HILL, PA 17011
_ .. ... _ __ _ ~ Secunt~•reatures Inc~uood {Ueiails on bark; MS%
II' 388 i 3 x,80 5 3-I' ~:0 3 L X00 2 2 5~: CO X 9 9 5008 6 2 7 ZI-'
EEB - 5 2010
Qose CG!arief.~tir
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Estate Appraisal
For: Judith Hoffman Estate
January 26, 2010
The following is an itemized list of fine jewelry from the estate of Judith Hoffman. We
estimate the value as listed for estate purposes at the current value excluding Federal and
other taxes.
1. Modern sterling with gold wash diamond sapphire earrings. Made in China. $65
2. Sterling Vermeil garnet pendant on chain. $30
3. Two tone 14K gold diamond cluster ring. Center cluster contains 7 pave set
diamonds at approximately %2 carat total weight. $350-$400
4. 18K gold electroplate faux ruby ring. $10
5. 18K gold electroplate faux opal ring $10
6. a. 18K gold and platinum two tone mounting ring with blue/purple center stone
(badly abraded) possibly tanzanite with 6 side diamonds $300
b. 14K gold emerald and diamond band ring. Contains 5 stones set across. $125
c. 14K gold green stone ring with 12 side diamonds. $75
7. Sterling Vermeil garnet earrings $30
8. Sterling pendant with small diamond chip. $10
9. 14K gold garnet pendant on chain. $45
10. 14K gold blue stone ring. $60
11. a. Marcasite and red stone ring made in Thailand. $30
b. 14K gold Blue stone ring. $45
12. 14K diamond stud earrings approximately 10 point total weight. $100
13. 14K purple stone earrings. $95
14. 18K gold over sterling silver sapphire and diamond tennis bracelet. $50
15. 14K gold and platinum ring with citrine stones with small diamonds. $250
16. a. Faux pearls. $5
b. 14K Jabel sapphire and diamond add a link bracelet. Sapphires are
approximately 10 points each. Diamonds are approximately 5 points each. $300
17. 14K gold diamond pendant on 14K gold chain. Diamond is approximately 1/4
Carat total weight. $300
Total $2485
The foregoing Appraisal is made with the understanding that the Appraiser assumes no
liability with respect to any action that may be taken on the basis of this Appraisal.
,~
A raiser ~~ ~~
pP ~," ~~ '~~~~ ~~ , Date ~-~
OMB Approval No. 2502-0285
A. SETTLEMENT STATEMENT (HUD-1)
,Q~"i°`"``~`ti Affiliated Settlement Services Group, LLP
* ~~ * W~ 3912 Market Street
`p~wotvc~9~ Camp Hill, PA 17011
(717) 975-7839
FINAL
B. TYPE OF LOAN
1. FHA 2. RHS 3. CONV. UNINS.
4. ^ VA 5. ^ CONV. INS.
6. ESCROW FILE NUMBER: 7. LOAN NUMBER:
00103857-001 CER 7700327157
8. MORTGAGE INSURANCE CASE NUMBER:
446-0122107
C. NOTE: This form is /umished to give yvu a statement of actual settlement costs. Amounts paid to and by th a settlement agent are shown.
Items marked "(P.O.C.)" were paid outside the closing; theyare shown here forinformationa/ purposes and are not included in the totals.
D. NAME OF BORROWER: LUCKS MeC@ and Katle Mace
ADDRESS OF BORROWER: 201 East Maln Street
Mechanicsburg, PA 17055
E. NAME OF SELLER: Estate Of JUdlth A. Hoffman
ADDRESS OF SELLER: 18 Sylvan Oak Way
Nottingham, MD 21236
F. NAME OF LENDER: MN@t Mortgage Corp.
ADDRESS OF LENDER: 805 Estelle ~rlVe SUlte 201
Lancaster, PA 17601
G. PROPERTY LOCATION: 5 Caf01 Lane
Enola, PA 17025
Cumberland County 09-14-0836-132
Parcel #09-14-0836-132
H. SETTLEMENT AGENT: Affiliated Settlement ServiCeS GfOUp, LLP (717) 975-7839
PLACE OF SETTLEMENT: 3912 Market Street, Camp Hill, PA 17011
I. SETTLEMENT DATE: 4/23/2010 PRORATION DATE: 4/23/2010 DISBURSEMENT DATE: 4/23/2010
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
101. Contract Sales Price 152,900.00 401. Contract Sales Price 152,900.00
102. Personal Property 402. Personal Property
103. Settlement charges to Borrower (line 1400) 9,189.92 403.
104. 404.
105. 405.
AI'1 fl ICTMFNTC Ff1R ITFI.AC PAIf1 RV CFI 1 FR IN AnVANr:F• All II ICTAAFNTC FfIR ITFAAC DAlrf RV CFI 1 FR IN Aft\/ANf`F~
106. Citylrown Taxes 406. Cit /Town Taxes
107. Count Taxes 04/23!10 to 12/31/10 346.46 407. Count Taxes 04!23/10 to 12/31/10 346.46
108. Assessments 408. Assessments
109. School Tax 04/23/10 to 06/30/10 296.46 409. School Tax 04/23/10 to 06/30/10 296.46
110. Sewer 04/23/10 to 06/30/10 51.05 410. Sewer 04/23/10 to 06/30/10 51.05
111. 411.
112. 412.
113. 413.
114. 414.
115. 415.
120.
201. GROSS AMOUNT DUE FROM BORROWER:
Deposit or earnest money 162,783.89
1,000.00 q20.
501. GROSS AMOUNT DUE TO SELLER:
Excess deposit (see instructions) 153,593.97
202. Principal amount of new loan(s) 150,130.00 502. Settlement charges to Seller (line 1400) 11,473.27
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff of 1st mtg. loan to Chase 87,374.74
205. 505. Additional payoffs 32,778.91
206. Seller Assist 7,000.00 506. Seller Assist 7,000.00
207. 507.
208. 508.
209. 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. CityfTown Taxes 510. Cit frown Taxes
211. County Taxes 511. County Taxes
212. Assessments 512. Assessments
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER: 158,130.00 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 138,626.92
301. Gross amount due from Borrower (line 120) 162,783.89 601. Gross amount due to Seller (line 420) 153,593.97
302. Less amount paid by/for Borrower (line 220) 158,130.00 602. Less reduction in amount due Seller (line 520) 138,626.92
303. CASH ( ®FROM) ( ^ TO - BORROWER: 4,653.89 603. CASH (^ FROM) (®TO) SELLER: 14,967.05
The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting, reviewing, and reporting the data. This
agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. No
confidentiality is assured; this disclosure is mandatory. This is designed to provide the parties to a RESPA covered transaction with information during the
settlement process.
Previous editions are obsolete Page 1 of 5 HUD-1
L. SETTLEMENT CHARGES ESCROW FILE NUMBER: 00103857-001 CER
PAID FROM PAID FROM
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: BORROWER'S FUNDS SELLER'S
701. $4,762.00 to John Glise, Inc. Realtor AT SETTLEMENT FUNDS AT
SETTLEMENT
702. $4,562.00 to M.C. Walker Realty
703. Commission paid at settlement 9,324.00
704. Broker Fee to MC Walker Realty 195.00
' gp1, Our origination charge $1,020.00 (tromGFE#1)
802. Your credit or charge (points) for the specific interest rate chosen $0.00 (from GFE #2)
803. Your adjusted origination charges to MNet Mortgage Corp. (from GFE A) 1,020.00
804. Appraisal fee to Capitol Property Appraisers (from GFE #3) 400.00
805. Credit report to Kroll Factual Data (from GFE #3) 18.00
806. Tax Service (from GFE #3)
807. Flood certification to First American (from oFE #3) 21.00
808.
809.
810.
901. Daily interest charges from 4/23/201010 5/t/2010 @ 522.1100 /day % (8 days) (from GFE #10) 176.88
902. Mortgage insurance premium for 0 month(s) to HUD (from GFE #3) 2,582.09
903. Homeowner's insurance for 1 year(s) to Erie Insurance (horn GFE #11) 515.00
904.
905.
~.
t
1001. initial deposit for your escrow account (from GFE #9) 1,156.57
1002• Homeowner's insurance 3 months ~ $ 42.92 per month $128.76
1003 Mortgage insurance months @ $ 67.20 per month
1004 City property taxes months (~ $ per month
1005 County property taxes 3 months Q $ 41.82 per month $125.46
1006• Annual assessments months @ $ per month
1007• School Taxes 10 months (~ $ 132.61 per month $1,326.10
1008 months @ $ per month
1009 A99regate Acct. Adj. months @ $ per month -$423.75
. 1101. Title services and lender's title insurance to Affiliated Settlement Services Group,LLP (from GFE #a)
1,362.38 R'
1102. Settlement or closing fee
1103. Owner's Utle Insurance to Affiliated Settlement Services Group,LLP (from GFE #s) 9.00
1104. Lender's the insurance • to Affiliated Settlement Services Group,LLP $1,002.38
1105. Lender's title policy limit $150,130.00
1 106. Owner's UUe policy limit $152,900.00
1107. Agent's portion of the total title insurance premium $994.82 to Affiliated Settlement Services Group,LLP
1108. Underwriter's portion of the total title insurance premium $250.56 to Old Republic National Title Ins. Co.
1109. Ends. 100, 300, 8.1 • to Affiliated Settlement Services Group,LLP $150.00
1110. Insured Cbsing Letter • to Old Republic National Title Ins. Co. $75.00
111 1. Overnight Fees • to Affiliated Settlement Services Group,LLP $40.00 40.00
1112. "See attached for breakdown $95.00 20.00
1201. Government recording charges (rrom GFE #7) 174.00
1202. Deed $82.00 Mortgage $92.00 Release $0.00
1203. Transfer taxes (from GFE #B) 1,529.00
1204 City/County tax/stamps Deed $1,529.00 Mortgage $0.00 1,529.00
1205. State tax/stamps Deed $1,529.00 Mortgage $0.00
1206.
1207.
..
1301. Required services that you can shop for (from GFE #e)
1302. 2010 County/Twp Taxes to Debbie Lupold 491 77
1303. Sewer 4/1-6/30/10 to East Penn Consumer Office 68.50
1304. Trash 5/1-6130 to East Penn Consumer Office 31.00
1305.
1306.
1400. TOTAL SETTLEMENT CHARGES (Enter on line 103,Section J -and -line 502, Section K) 9,189.92 11,473.27
I have raretuNy reviewed the HU0.1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of aN receipts and disbursements made on my
account or by me in this transaction. 1 further certify that I have received a copy of the HUD-1 Settlement Statement.
Lucas Mace Estate of Judith A. Hoffman
Katie Mace Borrowers Sellers
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transadion. I have caused or wiN cause the funds to be disbursed in accordance with this
statement.
Settlement Agent _ _ Date
Affiliated Settlement Services Group, LLP
WARNING: It is a crme to Ivrowingly make false statements to the United States on this or any simiar form. Penalties upon conviction can include a fine and imprisonment. For details see
Titb 18 U.S. Code Section 1001 and Sedan 1010.
Previous editions are obsolete Page 2 of 5 HUD-1
Escrow Number: 00103857-001 CER
Charges That Cannot Increase HUD-1 Line Number
Our origination charge #801
Your credit or charge (points) for the specific interest rate chosen #802
Your adjusted origination charges #803
Transfer taxes #1203
Government recording fees #1201
Appraisal fee #804
Credit report #805
Flood certification #807
Mortgage insurance #902
Title services and lender's title insurance #1101
Owner's title insurance #1103
1,020.00 1,020.00
0.00 0.00
1,020.00 1,020.00
1,529.00 1,529.00
185.00 174.00
375.00 400.00
18.00 18.00
21.00 21.00
2,582.09 2,582.09
1,748.75 1,362.38
100.00 9.00
Total 5,029.84 4,566.47
Increase between GFE and HUD-1 Charges $ -463.37 or -9.2124%
Loan Terms
2,205.54 1,156.57
663.30 176.88
450.00 515.00
Your initial loan amount is $ 150,130.00
Your loan term is 30 years
Your initial interest rate is 5.3750%
Your initial monthly amount owed for principal, interest, and any $907.88 includes
mortgage insurance is ^x Principal
X^ Interest
Mortgage Insurance
Can your interest rate rise? ^X No. ^ Yes, it can rise to a maximum of 0.0000%. The first change will be
on and can change again every after .Every change date, your interest rate
can increase or decrease by 0.0000%. Over the life of the loan, your interest rate
is guaranteed to never be lower than 0.0000% or higher than 0.0000%.
Even if you make your payments on time, can your loan balance rise? X^ No. ^ Yes, it can rise to a maximum of $ 0.00.
Even if you make your payments on time, can your monthly amount X^ No. ^ Yes, the first increase can be on and the monthly amount owed can
owed for principal, interest, and mortgage insurance rise? rise to $ 0.00.
The maximum it can ever rise to is $ 0.00.
Does your loan have a prepayment penalty? X^ No. ^ Yes, your maximum prepayment penalty is $ 0.00.
Does your loan have a balloon payment? ^X No. ^ Yes, you have a balloon payment of $ 0.00 due in 0 years on .
Total monthly amount owed including escrow account payments ^ You do not have a monthly escrow payment for items, such as property taxes
and homeowner's insurance. You must pay these items directly yourself.
X^ You have an additional monthly escrow payment of $ 217.35 that results in a
total initial monthly amount owed of $ 1,125.23. This includes princpal, interest,
any mortgage insurance and any items checked below:
Q Property taxes Q Homeowner's insurance
^ Flood insurance ^
^ ^
Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender.
Previous editions are obsolete Page 3 of 5 HUD-1
Escrow Number: 00103857-001 CER
BREAKDOWN OF PAYOFF ON HUD LINE 504
Chase Description Amount
Principal Balance 87,374.74
Loan # 006059989
Total Payoff 87,374.74
Total as shown on HUD line 504. 87,374.74
BREAKDOWN OF PAYOFF ON HUD LINE 505
Members 1st Description Amount
Principal Balance 32,698.41
Loan # 189003-0002
Total Payoff 32,698.41
Chase Home Finance Description Amount
Principal Balance 80.50
Loan # 429400250624
Total Payoff 80.50
Total as shown on HUD line 505. 32,778.91
Previous editions are obsolete Page 4 of 5 HUD-1
Escrow Number: 00103857-001 CER
HUD 1112 DETAILED BREAKDOWN OF ADDITIONAL TITLE CHARGES
Detail Seller
Description Amount Amount
1113. Doc Transmission • to Affiliated Settlement Services Group,LLP $25.00
1114. Wire Fee • to Affiliated Settlement Services Group,LLP $25.00
1115. Notary Fees • to Settlement Officer $45.OQ 10.00
1116. Tax Cert Fee to Affiliated Settlement Services Group,LLP 10.00
Total as shown on HUD page 2 Line #1112 20.00
HUD 1200 DETAILED BREAKDOWN OF GOVERNMENT RECO RDING AND TRANSFER FEES
Buyer Seller
Amount Amount
City 8 County Tax/Stamps
City Tax/Stamps: Deed $1,529.00
Total as shown on HUD page 2 Line #1204 1,529.00
Buyer Seller
Amount Amount
State Tax/Stamps
State Tax/Stamps: Deed $1,529.00
Total as shown on HUD page 2 Line #1205 1,529.00
Previous editions are obsolete Page 5 of 5 HUD-1
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