HomeMy WebLinkAbout05-10-10 (2)REV-1500 Ex (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po eox 28os°' 21 09 0920
Harrisburg, PA 17128-0801 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
172 01 2433 09 25 2009 09 26 1917
Decedent's Last Name Suffix Decedent's Frst Name MI
Peiffer Fay A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's Frst Name MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death
prior to 12-13-82)
~ a. Limited Estate O 4a. Future Interest Compromise (date of D 5. Federal Estate Tax Return Required
death after 12-12-82)
~ 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
C! 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 to:
Name Daytime Telephone Number
Stephanie Kleinfelter, Esq. 717 901 7786
Frm Name (If Applicable)
Keefer Wood Allen & Rahal, LLP
Frst line of address
635 N. 12th Street, Suite 400
Second line of address
City or Post Office State ZIP Code
Lemoyne PA 17043
Correspondent's a-mail address: Sklelnfelter@keeferWOOd.COm
REGISTEROF WILLS USE ~Y
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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 the preparer other than personal representative is based on all information of which preparer has any knowledge.
SIGNATUREOF PERSON RESPONSIBLE FOR FILING RETURN DATE
/Llti~vt 4i'~ ~~.CL~~'fF`YS~L'!l sf'~L/-~C
A RESS Karen M. Gillardy -
445 Shelle s Lane, Etters, PA 17319
SIGNATU E FPREPAREROTH,~RT ANR PRESENTATIVE DATE
ADORES ; Step anie Klein elter, Esq.
635 N. 12th Street, Suite 400, Lemoyne, PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
^ CI^ ^I I ^^ I ^ ^^ L1 I ^^ J
~~.._. _~
Rev-1500 IX
Decedent's Social Security Number
Decedent's Name: Fay A. Peiffer 172 01 2433
RECAPITULATION
1.
.....................................
Real estate (Schedule A) 1•
.... 126,000.00
2.
................................
Stocks and Bonds (Schedule B)
....
2. O.OO
3. Closel Held Corporation, Partnershi or Sole-Proprietorshi Schedule C
y P P( )..
....
3. O.OO
4. Mortgages&NotesReceivable (Schedule D) ~.••••••••••••••••••••• •••• 4• O.OO
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .... 5. 82,419.65
6. Jointly Owned Property (Schedule F) O Separate Billing Requested • • . • • • 6. 27,052.96
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested • •
• • • • 7. 78.01
8.
............................
Total Gross Assets (total Lines 1-7)
....
a. 235,550.62
9. Funeral Expenses & Administrative Costs (Schedule H) ... • • .. • • • • • • • • • • • • • 9. 20,613.01
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .... • • • • • • • • • • • 10. 2,078.39
11. Total Deductions (total Lines 9 & 10) .. ~ • • • • • • • • • • • • • ~ • • • • • • • • • • • • • • • 11.
22,691.40
212 859.22
12.
13.
14. Net Value of Estate(LineBminusLinell)......••••••••••••••••
Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .. • • • • • • • • • • •
Net Value Subject to Tax (Line l2 minus Line l3) ..•••••••••••••• •••••••
•••••• 12.
,3
1a. '
0.00
212,859.22
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 OO
O O
OO
(a)(1.2) X .00 . 15. .
16. Amount of Line 14 taxable 212 85 9 22 16 9,578.66
at lineal rate X .045
17. Amount of Line 14 taxable
0
00
0.00
at sibling rate x .12 . 17
1s. Amount of Line 14 taxable 00
0 0.00
at collateral rate X .15 . 1g
9,578.66
19. .............................................
TAX DUE ....... ,s.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Q
Side 2
Rev-1500 EX Page 3
Decedent's Complete Address:
Fle Number
21 09 0920
DECEDENTS NAME
Fa A. Peiffer DECEDENTS SOCIAL SECURITY NUMBER
172-01-2433
STREET ADDRESS
558 Walunt Street
CITY
Lemoyne STATE
PA ZIP
17043-1546
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 9,578.66
2. Credits/Payments
A. Spousal Poverty Credit 0.00
B. Prior Payments 8,393.00
C. Discount 441.72 Total Credits (A + B + C) (2) 8,834.72
3. Interest/Penalty if applicable
D. Interest 0.00
E. Penalty 0.00
Total Interest/Penalty (D + E)
(3)
0.00
4. If Llne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Flll in oval on Page 2, Llne 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) 743.94
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 743.94
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 : ..... . . . . . . ......... . . . . . . ... . . . . . ^
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 "intrust fog" 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 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. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue 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. Sect. 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. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 9116(a)(1.3)]. A sibling
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+(8-98)
SCHEDULE A
COM NOHERTANCEOTAXRETURLNANIA REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Fav A. Peiffer 21 09 0920
All real property owned solely or as a tenant in common must be reported atfair marketvalue. Fair marketvalue is defined as the price at which property would be
exchanged between a willing buyerand a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
(If more space is needed, insert additional sheets of the same size)
REV -1508 EX+ (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAXRETURN PERSONAL PROPERTY
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Fay A. Peiffer 21 09 0920
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 Scheduel F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Susquehanna Bank 21,365.84
Checking Account No. 10004353685
2 Susquehanna Bank 4,946.93
Statement Saviangs
Account No. 10004354030
3 Members 1st 17,390.64
Certificate Of Deposit No. 31973-42
Maturity Date 10/14/09
Principal $17,366.52
Accrued Interest $24.12
4 Members 1st 31,956.88
Certificate Of Deposit No.
Maturity Date 04/15/2010
Principal $31,956.88
5 Members 1st 5,861.68
Account No. 31973-42
Savings
6 Cash 13.68
Held In Scottrade Account No. 65853434
7 U.S. Treasury -Refund Of Overpayment Of U.S. Individual Income Tax For 884.00
Year 2009
TOTAL (Also enter on line 5, Recapitulation) I 82,419.65
(If more space is needed, insert additional sheets of the same size) 1
REV-1509 EX+(6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENTDECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Fay A. Peiffer 21 09 0920
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Karen M. Gillardy 445 Shelleys Lane Daughter
Etters, PA 17319
B. Lisa McBride 612 Overlook Drive Granddaughter
Etters, PA 17319
c.
JOINTLY-OWNED PROPERTY:
ITEM
NUM. LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY. INCLUDE NAME OF FINANCIAL
INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFVING
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
1 AB Cornerstone 26.53 33.333 8.84
Federal Credit Union
Member No. 107
2 A 57 Common Shares Peabody Energy Corp. 2,114.70 50.000 1,057.35
Held In Scottrade Account No. 65853434
3 A 4,250Common Shares Sprint Nextel Corporation 16,830.00 50.000 8,415.00
4 A 290 Common Shares Century Tel 9,529.40 50.000 4,764.70
5 A 432 Shares Windstream 4,246.56 50.000 2,123.28
6 B 2,970 Common Shares Sprint Nextel 11,761.20 50.000 5,880.60
Corporation
7 B 202 Common Shares Century Tel 6,637.72 50.000 3,318.86
8 B 302 Shares Windstream 2,968.66 50.000 1,484.33
TOTAL (Also enter on line 6, Recapitulation) I 27,052.96
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX+(6-98)
COMMONWEALTH OF PENNSYLVANIA
INH ERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Fay A. Peiffer 21 09 0920
This schedule must be completed and filed if the answerto any of questions 1 through 4 on the reverse side of the REV-1500 COV E R SH E ET is yes.
ITEM
NUM DESCRIPTION OF PROPERTY
INCLUDE NAMEOFTRANSFEREE,RELATIONSHIPTODECEDENT&
DATE OF TRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE
DATE OF DEATH
VALUE OF ASSET
%OFDEC'S
INTEREST
EXCLUSION
(IFAPPLICABLE)
TAXABLE
VALUE
1 Cornerstone Federal Credit Union 25.95 100 0.00 25.95
Member No. 7241
2 Cornerstone Federal Credit Union 26.09 100 0.00 26.09
Member No. 7242
3 Cornerstone Federal Credit Union 25.97 100 0.00 25.97
Member No. 7240
TOTAL (Also enter on line 7, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
78.01
REV-1511 EX+(10-OB)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETU RN ADMINISTRATIVE COSTS
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Fay A. Peiffer 21 09 0920
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Myers-Harner Funderal Home, Inc. 2,137.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City _ State Zip
Year(s) Commission Paid:
2. Attorney Fees 9,000.00
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 310.00
5. i Accountant's Fees
6. Tax Return Preparel's Fees
See schedule attached
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
9,166.01
20,613.01
Page 2
Estate of: Fay A. Peiffer 21 09 0920
Schedule H, Part B -Administrative Costs
Miscellaneous Expenses
Item
Number Description Amount
7 Cumberland Law Journal -Legal Advertisement 75.00
8 The Sentinel -Legal Advertisement 166.30
9 Cumberland County Register Of Wills 80.00
Miscellaneous Charges:
Will $15.00
Short Certificates $20.00
JCP Fee $10.00
Automation Fee $ 5.00
Inheritance Tax Return $15.00
Inventory $15.00
10 Eshenaura Fuels, Inc. -Repair Pipe To Kitchen Sink 112.76
11 Bonsell Lawn Care 598.30
11 /4/09 $169.60
12/12/09 $222.60
04/11/10 $196.10
04/23/10 $ 10.00
12 PP&L 282,07
11/13/09 $48.32
12/14/09 $47.45
01/15/10 $49.99
02/17/10 $41.56
03/15/10 $34.36
04/17/10 $30.39
04/23/10 $30.00
13 Pennsylvania American Water 206.01
11/16/09 $33.92
12/15/09 $35.53
01/15/10 $32.60
02/13/10 $31.81
03/15/10 $29.44
04/15/10 $28.71
04/23/10 $14.00
14 Borough Of Lemoyne -Sewer And Refuse 270.13
10/01 /09-12/31 /09 $120.50
01 /01 /10-03/31 /10 $120.50
04/23/10 $29.13
15 Montour Home Comfort Services -Fuel Oil 952.25
TOTAL. (Carry forward to main schedule) ...... 2,742.82
Estate of: Fay A. Peiffer
Schedule H, Part B -Administrative Costs
Miscellaneous Expenses
Item
Number Description
15 11/19/09 $118.17
01/23/10 $257.83
02/01/10 $294.46
02/22/10 $281.79
16 Richard Cassel -Trash Removal
17 Jeff Taylor -Snow Removal
12/20/09 $50.00
18 Special Pest Control Service Agreement -Termites
19 Complete Inspection Agency
- Repair Flooring in Livingroom (termite damage)
20 Keefer Wood Allen & Rahal, LLP
Miscellaneous Disbursements
Paid 12/07/09
Register Mail/Insured Mail $17.13
Postage $ 5.35
Copies $ 7.20
Telecopier $ 8.00
Deed Search $30.00
21 Cordier Antiques & Auctions -Advertisements and Commissions
22 Secured Lanad Transfers -Tax Certification
Page 3
21 09 0920
Amount
200.00
50.00
824.68
520.33
67.68
4, 745.50
15.00
TOTAL. (Carry forward to main schedule) ...... 6,423.19
REV-1512 EX+(12-03)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
____
ESTATE OF FILE NUMBER
Fay A. Peiffer 21 09 0920
Report debts incurred by decedent prior to death which remained unpaid as of date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Holy Spirit Hospital -Medical Expense 1,068.00
2 ~ Bonsell Lawn Care -Lawn Maintenance ~ 437.78
3 USAA P&C Premium -Check Cleared After Death (Homeowners' Insurance) 260.17
4 PP&L -Electric Service To Residence 72.33
5 Pennsylvania American Water ~ 30.31
6 WSEMS- Chambersburg ALS/BLS -Medical Expense ~ 99.80
7 ~ Keefer Wood Allen & Rahal, LLP -Legal Services ~ 110.00
TOTAL (Also enter on line ~0, Recapitulation) I 2,078.39
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+(9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCETAX RETURN
RESID ENTDECEDENT
ESTATE OF FILE NUMBER
Fay A. Peiffer 21 09 0920
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not Llst Trustees OF ESTATE
z TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Karen M. Gillardy Daughter 202,097.42
445 Shelleys Lane
Etters, PA 17319
Lisa McBride Granddaughter 10,683.79
612 Overlook Drive
Etters, PA 17319
Alexandra N. McBride Great-Granddaughter 25.97
612 Overlook Drive
Etters, PA 17319
Andrew M. McBride Great-Grandson 26.09
612 Overlook Drive
Etters, PA 17319
Ryan C. McBride Great-Grandson 25.95
612 Overlook Drive
Etters, PA 17319
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18, AS APPROPRIATE, ON REV-1500 COVER SH EET
it NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
A Settlement Statement
U.S. Department of Housing
and Urban Development
OMB Approval No 2502-0265
B Type of Loan
t ; ,' FHA 2. I RHS 3 ; 1 Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Numoer
4_ [ ] VA 5- ; ~ Gonv. Ins. 401000323-CH
C NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlemen; agent are shvwn Items
marked "(p.o.c.)" were paid outside of the closing: they are shown here for iniormationat purposes and are no! included ir: me totals
D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender
ROMEO LIO KAREN GILLARDY, EXECUTRIX OF
ESTATE OF FAY A. PEIFFER
209 N. 36TH STREET
CAMP HILL, PA 17011 558 WALNUT STREET
LEMOYNE, PA 17043
G. Property Location
558 WALNUT STREET,
H. Settlement Agent
(SECURED LAND TRANSFERS - MECHANICSR', IRr;
~~iwvTrvr=, rH i ~v4a
Place of Settlement
COUNTY: CUMBERLAND 485 ST. JOHNS CHURCH ROAD„
PARCEL ID: 12-21-0267-261 SHIREMANSTOWN, PA 17011
TOWNSHIP: LEMOYNE BOROUGH I. Settlement Date 04/23/2010
Disbursement Date 04!23/2010
J. SUMMARY OF BORROWER'S TRANSACTIONS K. SUMMARY OF SELLER'S TRANSACTIONS
100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller
101. Contract Sales Price $126,000.00 401. Contract Sales Price 5126,000.00
102. Personal Property 402. Personal Property
103. Settlement Charges to Borrower $2,211.88 403.
Adjustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller in Advance
113. City/Town Taxes 413. City/Town Taxes
114_ County Taxes 621.781yr 4/23/2010 to 1/1/2011 $430.99 414. County Taxes 621.78/yr 4/23/2010 to 1/1/2011 $430.99
115. School Taxes 1 ,243.63lyr 4/23/2010 to 7!1/2010 $235.10 415. School Taxes 1 ,243.63/yr 4!23/2010 to 7/1/2010 5235. i 0
118. Assessments 418. Assessments
1 19. 419.
122. Sewer and Refuse 120.50igtr for 4/23/2010 to
7/1 /2010 $g1 37 422. Sewer and Refuse 120.50/qtr for 4/23/2010 to
7/1 /2010 $91 37
120. Gross Amount Due From Borrower $128,969.34 420. Gross Amount Due To Seller $1 "t6,757.46
200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller
201. Deposit or earnest money $10,000.00 501. Excess Deposits
202. Principal 502. Settlement Charges to Seller ~ 6.141 00
203. Existing Loan(s) Taken Subfect to 503. Existing Loan(s) Taken Subject to
Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller
210. 510.
211. 511.
212. 512.
213. City/Town Taxes 513. City/Town Taxes
214. County Taxes 514. County Taxes
218 Assessments 518. Assessments
219. 519.
220. Buyer's Total Credits $10,000.00 520. Seller's Total Charges ~ [~,6 141 Oii
300. Cash At Settlement From/To Borrower 600. Cash At Settlement TolFrom Seller
301. Gross Amount Due From Borrower (line 120) $128,969.34 601. Gross Amounl Due To Seller (line 420j $ i 26,757.46
302. Less Amounts Paid By/For Borrower (line 220) $10,000.00 602. Less Deductions In Amt. Due To Seller (line 520) 36,141 -00
303. Cash [ X ] Frorn [ ] To Borrower $118,969.341603. Cash [ X ] To [ ]From Seller 3? 20,t,16 46
40' ii00323 - CH
L. Settlement Statement
700. Total Sale Commission 126000.00 @ 3 % = 3780.00
Division of Comm~ssior. (hne 700) As Follows:
701. $378C.00 to Cordier Antiques & Auctions
702. Commission Selling
Page 2
Paid From Borrowers Paid From Seller's
Funds At Settlement Funds At Settlement
703. Commission paid at settlement
$3 780 00
800. Items Payable In Connection With Loan
1001. Hazard Ins. Reserve
1002. Mortgage Ins. Reserve
10x)3 City Property Taxes
1004. County Property Taxes
1010. Aggregate Accounting Adjustment
i i vu. ~ ive cnarges
1101. SettlemenUClosing Fee
1102. Abstract or Title Search
1103. Title examination
1104. Title Insurance Binder
1105. Document preparation
1106. Notary fee
1107 Attorney Fee
1108. Title ms Total to Secured Land Transfers -Mechanicsburg $ggg g8
1109- Lender's Coverage $ ($)
111 r~ Owner's Coverage $126000.00 ($889.88)Reissue Rate
1138. Processing;Tax Cert. to Secured Land Transfers -Mechanicsburg $15.00
1200. Government Recording And Transfer Charges
1201 _ Recording Fees for Deed 62.00; Recording Fees for Mortgage $62.00
1202. City/County Tax/Stamps 1260.00 $1,260.00
1203. State Deed Tax 1260.00 $1,260.00
isuu. F+oamonai aemement Gnarges
1 305. Advedising Fees to Cordier Antiques & Auctions $965 50
1306- Sewer and Refuese (AprillMaylJune) to Lemoyne Borough Office $120-50
1400. Total Settlement Charges $2,211 .88 ~ $6,141 .00
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief it is true and accurate statement of all receipts and disbursements
made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement.
BUYERS SELLERS
~
i-~ .
_~!~!~/"_.-_____ _ _ 'w _
__ __
Estateof
F
ayA. Peiffer _
Romeo L~~o ,,~
,
~~
-_,~
~~fC~.lC/
~~
/ ~
By: Karen Gillardy, Executrix
The HUD-)/Srttler~ient Stal men
accordande ~th hi~ st-t~tnent.~ t which I have epare~s a true and
~ ~ ;' accurate account of this transaction. I have caused or will causr~~ the funds to be disbursed in
~ ~
d;' J/'
Settlerrl~ert3'A ~-
' Date
04/23/2010
SFCURFDt_AND7RANSFFRS- MECHANICSBUR~
yuu. items Kequirea ay ~enuer ~ v oe raga m wavance
901 _ In(erest
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REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
No . 2009- 00920
Estate Of: FAYA PEIFFER
CERTIFICATE OF
GRANT OF LETTERS
PA No . 21- 09- 0920
(First, Middle, Last/
Late Of : LEMOYNE BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No: 172-07-2433
WHEREAS, on the 1st day of October 2009 an instrument dated
February 15th 1995 was admitted to probate as the last will of
FA Y A PEIFFER
/First, Middle, Last)
late of LEMOYNEBOROUGH, CUMBERLAND County,
who died on the 25th day of September 2009 an
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
KAREN M GILLARDY
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
ful ~ y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 1st day of October 2009.
~_~' !~ `_ '' F
Register of Wills /j
t ~ `' ~,
J
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
~11'tt,~~ ~tll tt~td ~E~ttt~tP~t~
O F
F A Y A. P E I F F E R
I, FAY A. PEIFFER, being of sound and disposing
mind, declare this to be my Last Will and Testament and
hereby revoke all prior wills and codicils made by me.
-1-
M}- Executrix shall pay from the residue of my estate
all debts, administrative expenses and all estate,
inheritance, succession and transfer taxes imposed by the
United States or any state, territory or possession which
shall become payable by reason of my death. It shall not
be necessary to file any claims therefor, nor to have
them aJ.lowed by any court.
-2-
I give, devis~ a^.d bequeath the rest, .residue and
remainder of my estate, real, personal and mixed, of
whatever kind and nature, and wherever situated at the
time of my death, including any property over which I now
have or hereafter acquire a power of appointment to my
daughter, RAREN M. GILLARDY, provided she survives me by
sixty (60) days.
-3-
In the event my daughter, RAREN M. GILLARDY,
predeceases me or does not survive me by sixty (60) days,
the rest residue or remainder of my estate to my
granddaughter, LISA R. MC BRIDE,
~ s/9~
-4-
Should my granddaughter, LISA R. MC BRIDE,
predecease me or fail to survive me by sixty days, I
direct that the rest, residue or remainder of my estate
be divided between my great grandchildren living at the
time of my death. At the time I write this My Last Will
and Testament, my great grandchildren are ANDREW MICHAEL
MC BRIDE, RYAN CODY MC BRIDE AND ALEXANDRA NICOLE
MCBRIDE.
-5-
I appoint my daughter, KAREN M. GILLARDY, as
Executrix of this, My Last Will and Testament. In the
event that my daughter, KAREN M. GILLARDY, fails to
survive me, fails to qualify, refuses or ceases to act as
Executrix, I appoint my granddaughter, LISA R. MC BRIDE,
as Executrix of this, My Last Will and Testament. In the
event that my grandaughter LISA R. MC BRIDE, fails to
survive me, fails to qualify, refuses or ceases to act as
Executrix, I appoint my nephew, JAMEB L. COULSON, JR., as
Executor and as Trustee for that portion of my estate
designated for any great grandchild who is a minor at
the time of my death to serve in that capacity until said
great grandchild attain their majority. Either LISA R.
MCBRIDE or JAMES L. COUL60N JR. are to serve without
bond or without being required to account to any Court.
IN WITNE68 WHEREOF, I, FAY A. PEIFFER, have set my
~~
hand and seal this /S~`"day of ~ 199
~~ /_k~ ( SEAL )
Signed sealed, published and declared by the above named
Testatrix, FAY A. PEIFFER, as and for her Last Will and
Testament, in the presence of us, who have hereunto
subscribed our names at his request as witnesses hereto,
in the presence of the said FAY A. PEIFFER, and of each
other. The preceding document consists of this and ?
other consecutively numbered typewritten pages.
/1 ~ /}--~- i'~~,, ~ ~ residing at ~~o,~ r ~
(%~~-
_~~_ ~~_ ~,_ residing at~'~~- ~-~-~"'-~r-
COMMONWEALTH OF PENNSYLVANIA SS
COUNTY OF CUMBERLAND
~FfEO~ ~i~r~,~~a~F l ,~i.~SCti/
and
the Testatrix and the witnesses trument1 havinghbeennduly
are signed to the foregoing
qualified according tc law, do hereby declare to the
undersigned authority that we were present and saw the
Testatrix sign and execute the instrument as her Last
Will and Testament; that she signed it willingly; and
that she executed it 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 witness and to the best of
their knowledge the Testatrofx sound t mind ande underteno
years of age or older, and that I, the said
constraint or undue influence; that I signed and
Testatrix do hereby acknowledge that I si ned it
last will, g
executed the instrument as my
willingly and that I signed it as my free and voluntary
act for the purposes herein expressed.
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y
Sworn and subscribed to before me
th i s 1$'t-~--..' day o f ~c~-L~-~--~
19 [51 n
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Notary blic
t of ~~
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Da ~ ~r V I .... L.I/
is
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