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HomeMy WebLinkAbout07-15-10~ . ORIGINAL 151756041125 "'~" REV-~ goo ~X (~~~) OFFlClA PA Qepattrnent of Revenue Bureau of individual Taxes County Cade Year File Number ~o Bax 2sosol INHERITANCE TAX RETURN 2 1 0~ 1 1 0 9 Harrisburg, PA 17128-06Q1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soria! Security Number Da#e of Death Date of Birth ? 1 6 0 7 2 6 1 6 1 1 2 6 2 0 0 9 1 2 2 5 1 9 1 3 Decedent's Last Name Suffix Decedent's First Name MI W Y L A N D R O B E R T K (If Applicable) Enter Surviving Spouse's tnfol7nation Befow Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OYAL3 BELOW © 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will} Q 9. Litigation Proceeds Received THIS RETURN MUST 8E FILED tN DUPLICATE WITH THE REGISTER ~F WILLS 2. Supplemental Re#um 4a. Future interest Compromise (date of [] death after 12-12-82) 7. Qeccedent Maintained a Living Trust (Attach Copy of Trust} 1 a. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~.uRRI~.~rvrvLJCly I - I nla JCt+I R1N Irlua~ oG 1+UIY1rLG1 Cu. ALL 4UKF{CtiYUNUtNI:t AI'IU VUPIFIf1tIY I IAL ! AA IPItUKN1A11uP1 SnUULU lik IJIKtti I tiJ 1 U: Name Daytime Telephone fVumber J A M E S R C L I P P I N:G E R 7 1 7 2 3'2 ? 5 6 1 Firm Name (If Applicable) C A~L D W E L L & K E A R N S First line of address 3 6 3 1 N O R T H F R O N T S T R E E T Second line of address City or Post Office H AR R I S B UR G State ZtP Code P A 1 7 1 1 0 Correspondent's e-mail address: jclippinger a~cklegal.net _...,~ r !`'` "3 ~.: •-.-. _. _-; f, ; ..I - .. .-.-i .~ _. ~:_:; ,. ...~~ r Cr.'s ..~ ~ Under penalises of perjury, i declare that I have examined this return, including aa~ompenying schedules and statements, and 1a the beat of my knowledge and belief, it is true, aamect and compie6a. Declaration of preparer other than rfie personal representative is haled on all Information of which preparer has any knowledge. SIG R F PERSON RESPON ISLE F R FILING RETURN [)per ,v is ~J~.~r... ADDRESS 153 N. BELVEDE DRIVE HAMPSTEAD SIGNATURE ~tEPAR ER THAN REPRESENTATIVE 3 6 31 (~iOF~TH FRONT S HARRISBURG PLEASE USE ORIGINAL t=ORM ONLY L 15056041125 Side ~ 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required. . 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. t)) REGISTER ILLS U3E O ~<< ~ ~ I.... . t....y ..r - , i 1 +.+. ~~..~:> ~ c.tl ~' c;; i +~. `i-1 ,..~~ -SLED NC 28443. C1ATE PA 17110 15~5b0411c?5 J 1,5056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: ROBERT K. WYLAND 7 1 6 0 7 2 6 1 6 RECAPITULATION 1. Real estate (Schedule A 1. 1 4 1 8 9 1. 7 1 2. Stocks and Bonds (Schedule B) ............................... ... 2~ • 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. • 4. Mortgages & Notes Receivable (Schedule D) ...................... .. 4. • 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 3 1 2 0 , 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 3 8 3 4 9 • 8 5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines 1-7) ......................... .. g, 1 8 3 3 6 1• 5 6 9. Funeral Expenses & Administrative Costs (Schedule H) .......... ...... 9. 8 .1 4 1 , 4 0 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ...... ...... 10. 3 ~'~ 5 2 2 4 11. Total Deductions (total Lines 9 8 10) ..................... ...... 11. 1 1 `~ 9 3 , 6 4 12. Net Value of Estate (Line 8 minus Line 11) ................... .... . . 12. 1 7 1 .3 6 7 y 2 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. 1 ~ 1 ~l 6 7 • 9 2 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 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0 0 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 1 7 1 3 6 7, 9 2 17 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 1 g. 19. Tax Due ........... ........................... ... .... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 0, 0 0 2 0 5 6 4. 1 5 0, 0 0 2 0 5 6 4. 1 5 a Side 2 1,50560421,26 1,50560421,26 J REV-1500 EX Page 3 Decederit's Complete Address: File Number 21 09 1109 DECEDENT'S NAME ROBERT K. WYLAND _____ STREET ADDRESS -- 14 Mumma Avenue CITY ~ Mechanicsburg STATE PA ZIP J 17055 Tax Payments and Credits: ~ Tax Due (Page 2 Line 19) (1) 20,564.15 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 20,000.00 C. Discount 1,028.21 Total Credits (A + 8 + C) (2) 21, 028.21 3. Interest/Penalty if applicable D. Interest E. Penalty Total {nterest/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) 464.06 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A, This is the BALANCE DUE. (56) 0.00 Make Check Payable to: REGISTER OF W/LLS, 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 : ...................................................................... ^ ^X b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ X^ 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? .................................................................................................. ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS FART 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 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 + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT K. WYLAND 21 09 1109 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 roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 14 Mumma Avenue, Mechanicsburg, Cumberland County, PA 17055 -Sold April 30, 141,891.71 2010 -Net proceeds to estate (See attached Settlement Sheet (HUD-1 )) _ TOTAL (Also enter on line 1, Recapitulation} ~ ~ 141, 891.71 (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, ~ M~~7Lr. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT K. WYLAND 21 09 1109 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. Miscellaneous household furnishings 3,120.00 (See attached statement) TOTAL (Also enter on line 5, Recapitulation) ~ $ 3 120.00 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER ROBERT K. WYLAND 21 09 1109 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. Kodger K. Wyland 13 c JOINTLY•OWNED PROPERTY: 153 N. Belvedere Drive Hampstead, NC 28443 Brother ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT 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 INTERESI 1. A. 6/14/74 Citizens Bank Account No. 6100701794 26,494.41 50. 13,247.21 (See attached statement} 2. A. 12/26/0 Citizens Bank Account No. 6223714355 25,102.64 100. 25,102.64 (See attached statement} TOTAL (Also enter on line 6, Recapitulation) I ~$ 38, 349.85 (If more space is needed, insert additional sheets of the same size} REV-15.11 EX + (12; 99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ROBERT K. WYLAND 21 09 1109 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home 2,375.00 2. Stephen R. Neff Funeral Home - Milheim PA/Fairview Cemetery Assoc. 650.00 3. J&J Monument 800.00 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2, Attorney Fees Caldwell & Kearns 2,500.00 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 322.00 5 Accountant's Fees 6. Tax Return Preparers Fees 7. Legal Advertising 294.40 8. Executor's travel expense 1,200.00 TOTAL (Also enter on line 9, Recapitulation) i ;6 $,141.40 (If more space is needed, insert additional sheets of the same size) REV-1512 EX ± (1~2-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ROBERT K. WYLAND 21 09 1109 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Bricker's Auction -Property Appraisal 155.00 2. H&R Block -Income Taxes 2009 142.00 3. Homeowner's Insurance 2010 437.00 4. Citizens Bank -Obtain state check/insufficient funds charge 67.55 5. West Shore EMS 66.93 6. East Pennsboro Ambulance Services 58.00 7. Internal Revenue Service -Filing of Income Tax 2009 920.00 8. UGI -Heating 865.99 9. Sewer/trash 778.24 10. United Water 111.51 11. PP&L 250.02 TOTAL (A1so enter on line 10, Recapitulation) ` $ 3, 852.24 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00)= SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT K. WYLAND 21 09 1109 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE j TAXABLE DISTRIBU710NS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Rodger K. Wyland Sibling 153 N. Belvedere Drive 100% Hampstead, NC 28443 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET jj, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART it -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) } REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: _ 20,000.00 Discount: _ ____!1 028.21 Interest Table ~-----_-- j Days Delinquent Year Balance Due Interest this time period this year this period Before 1981 _ - 1982 1983 _~- __-_- 1984 1985 ~_----1_-- _ _- 1986 _~ ------ -4- ------- ------ 1987 _ _-~___ _ _ 1988 through 1991 __~_ ___ _ ~ -, 1992 --1---------- _ _--____ -- 1993 throw h 1994 ' _____ _- a 1995 throw h 1998 - ----------- -~ 1999 2000 _~ - -~---___ ___ ~1 -- 2001 -- - ----i.-~--- ---- - ^ ~ ---~ -- ---- - ~ f 2002 2003 ------~ 2004 - ---------- I 2005 -- ~ J ~- I - - ----- -~ ~ 2006 _____--_ _- - ~ j _TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty ~` `,hi~-i~,~`~r; A. Settlement Statement THUD-1) OMB Approval No. 2502-0 -$5 , ~..,~ ^Conv. Unins. ^X FHA 2 ^ RHS 3 1 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: . . . 10-01-2-13136CAP 201086881 446-0079816-703 4. ^ VA 5. ^Conv. Ins. C. Nate: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. Items marked "(p.o.c}" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. Name & Address of Borrower: E. Name & Address of Seller: F. Name & Address of Lender: Michael J. Woska, Katie M. Woska Estate of Robert K. Wyland Howard Hanna Mortgage Services 750 E:rford Road, Camp Hiil, PA 17011 14 Mumma Avenue, Mechanicsburg, PA 17055 119 Gamma Drive, Pittsburgh, PA 15238 G. Property Location: H. Settlement Agent: I. Settlement Date: 04/30/2010 14 Mumma Avenue Barristers land Abstract Company Disbursement Date: 04/30/201 U Mechanicsburg, PA 17055 Telephone: 717-761-6190 Fax: 717-761-4072 Mechanicsburg Borough Place of Settlement: TitleExpress 3310 Market Street, Camp Hill, PA 17011 Printed 04/29/2010 at 3:34 pm by JE ~~,~,~`Sum~~~ ~ o'~ Barro~er's Transaction 100. Gross Amount Due from Borrower 101. Contract sales price 162,900.00 102. Personal ro ert 103. Settlement charges to borrower (line 1400) 8,849.18 104. 105. Ad'ustments for items aid b seller in advance 106, Cityltown taxes to 1t)7. County taxes 04/3012010 to 1213112010 549.61 108. School Taxes 04/30/2010 to 06/30/2010 315.69 109. SewerlTrash 04!3012010 to 0613012010 77.21 110. 111, 112. 120. Gross Amount Due from Borrower 172,691.69 200. Amounts Paid b or in Behalf of Borrower 201. Deposit or earnest money 1,000.00 202. Principal amount of new loan(s) 159,900.00 203. Existin loa s taken sub'ect to 204. 205. Misc. Tax Credit Advance 5,000.00 206. 207. Seller Assist 7,000.00 208. 209. Ad'ustments for items un aid b seller ?_10. City/town taxes to 211. County taxes to 212. School Taxes to 213. 214. 215. 216. 217. 218. 219, 220• Total Paid bylfor Borrower 172,900.00 300. Cash at Settlement fromlto Borrower 301. Gross amount due from borrower (line 120) 172,691.69 302. Less amounts paid by/for borrower (line 220) 172,900.00 303. Cash ^ From ^X To Borrower 208.31 400. Gross Amount Due to Seller 401. Contract sales price 162,900.00 402. Persona! ro ert 403. 404. 405. Ad'ustments for items aid b seller in advance 406. Cityltown taxes to 407, County taxes 04/30/2010 to 12131/2010 549.61 408. School Taxes 04/30/2010 to 06/3012010 315.69 409. Sewer/Trash 04/3012010 to 06130/2010 77.21 410. 411. 412. 420• Gross Amount Due to Seller 163,842.51 500. Reductions In Amount Due to Seller 501. Excess deposit (see instructions) 502. Settlement charges to seller (line 1400) 14,950.80 503. Existin loans taken sub'ect to _ ~' 504. Payoff of first mortgage loan 505. Payoff of second mortgage loan 506. 507. Seller Assist 7,000.00 508. 509. Ad'ustments for items un aid b seller 510. Cityltown taxes to 511. County taxes to 512. School Taxes to 513. 514. 515. ___. 516. 517. 518. 519. 520. Total Reduction Amount Due Seller 21,950.80 600. Cash at Settlement tolirom Seller 601. Gross amount due to seller (line 420) 163,842.51 602. Less reductions in amount due seller (line 520) 21,950.80 603. Cash X^ To ^ From Seller 141,891.71 Ilc r uul ~. ncpvl..l ly o~...c~. Iv. uIIJ wllculvll ~I II Il vlllla~lull IJ tlJI1111d1CU UI JJ .IIIIIVIGS per rcJpt~nsn cur conecung, revlewing ano repomng me aa~a. i ms agency may nvr cone~r uus Imormauon, ana you are not requires w compie~e Ihis form, unless it displays a currently valid OMB control number. No confidentiality is assured; This disGosure is mandatory. This is designed to provide the parties to a RESPA covered transaction wllh information during the settlement process. Previous editions are obsolete Page 1 of 3 HUD-1 °~ et~~~~e.+r~~ ~~iarges x t ` 700. Total Real Estate Broker Fees $ 10,249.00 Paid From Paid From Division of commission (line 700) as follows: Borrower's Seller'S 701. $5,162.00 to ReMaxRealtyAssociates Funds at Funds at 702. $5,087.00 to HOWARD HANNA REAL ESTATE Settlement Settlement 703. Commission paid at settlement 225.00 10,024.00 704. to 800. items Pa able in Connection with Loan 801. Our origination charge (Includes Origination Point % or $0.00) $325.00 (from GFE #1) 802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2) 803, Your adjusted origination charges (from GFE A) 325.00 804, Appraisal fee to A raisals b E.J. Ko enhaver (from GFE #3) 350.00 805. Credit report to CBC Innovis, Inc. (from GFE #3) 20.29 806, Tax service to from GFE #3 807. Flood certification to FDSI (from GFE #3) 13.00 808. Employment Verification to Work # (from GFE #3) 809. Transcripts to Data Verif (from GFE #3) 900. Items Required b Lender to be Paid in Advance 901. Daily interest charges from from 04130/2010 to 05/01/2010 @ $21.6900/day (from GFE #10) 21.69 902, Mortgage Ins, Premium for months to De t. of HUD (from GFE #3) 2,750.97 903. Homeowner's insurance for months to Peerless Indemnit Insurance Co. (from GFE #11) 549.00 904. months to from GFE #11 ^I 9000. Reserves Deposited with !.ender I 1001. Initial deposit for your escrow account (from GFE #9) 1,557.17 1002, Homeowner's insurance 4 months $ 45.75/month $183.00 1003. Mortgage Insurance months $ 71.54/month $0.00 1004. Cify Property Tax months $ 0.00/month $0.00 1005. County Property Tax 5 months $ 66.60/month $333.00 1006. School Taxes 12 months $ 151.78/month $1,821.36 1007. Aggregate Adjustment $-780.19 1200. Government Recordin and Transfer Char es 1201. Government recording charges (from GFE #7) 198.00 1202. Deed $62,00 Mort a e $72.00 Release $0.00 1203, Transfer taxes (from GFE #8) 1,629.00 1204. CitylCounty taxlstamps Deed $1,629.00 Mort a e $0.00 1205, State Tax/stamps Deed $1,629.00 Mort a e $0.00 1,629.00 1206. Deed $0.00 Mort a e $0.00 1207. Record 2nd Mortgage $ 64,00 1300. Additional Settlement Charges 1301. Required services that you can shop for (from GFE #6) 1302. Survey to $ 1303. Pest Inspection to Tiller Inspections $ $50.00 P.O.C, B* 1304. 2010 County/Borough Taxes to Barr L. Heckard, Tax Collector 815.48 1305. Reimbursement for Tax Cert to Barristers Land Abstract General - Hb 10.00 1306. Sewer/Trash (April 1-June 30) to Mechanicsbur Borou h 113.32 1307. Home and Radon inspections to Tiller Ins actions $ $400.00 P.O.C. B* 1308. Home Warranty to AHS 435.00 1309. Reimbursement Painting & Tax Biii to Jennifer Ackro d 310.00 1310. Wire Fee to Barristers t_and Abstract UVire - Hb 14.00 1311, Radon Mitigation & Repairs to Gar Walters Radon Services 1,600.00 Comparison'of Good Faith Estimate (GFE and HUD-1 Char es Charles That Cannot Increase HUD-1 Line Number Our origination charge # 801 Your credit or charge (points) for fhe specific interest rate chosen. ~ 802 Your adjusted origination charges # 803 Transfer taxes # 1203 Char es That in Total Cannot Increase More Than 10% Government recording charges # 1201 Appraisal fee to #, 804 Credit report to # 805 Flood Certification # 807 Employment Verification # 808 , Transcripts #, 809 Mortgage insurance premium # 902 Title services and lender's title insurance # 1101 Owner's title insurance # :1103. ~• ~ ~ ~• Char es That Can Chan e Initial deposit for your escrow account # 1001 Daily interest charge # 901 $21.69001day Homeowner's insurance # 903 Pest inspection ~ 1303 Home and Radon Inspections # 1307 . Loan Terms Good Faith Estimate HUD-1 325,00 325.00 0.00 0.00 325.00 325.00 3,258.00 1,629.00 Good Faith Estimate HUD-1 220.00 198.00 375.00 350.00 50,00 20.29 13.00 13.00 30.00 0.00 20.00 0.00 2,750.97 2,750.97 1,490.75 1,198,81 15.00 11.25 4,964.72 4,542.32 $ -422.40 or -8.5080% Good Faith Estimate HUD-1 2,641.64 1,557.17 21.69 21.69 425.00 549.00 55.00 50.00 0.00 400.00 Your initial loan amount is $159,900.00 Your loan term is 30 years Your initial interest rate is 4.9500% Your initial monthly amount owed for principal, interest, and any mortgage $925.04 includes insurance is ^X Principal ^X Interest ^X Mortgage Insurance Can your interest rate rise? ^X No. ^ Yes, it can rise to a maximum of %, The first change will be on I I and can change again every years after 1 1 .Every change date, your interest rate can increase or decrease by %. Over the life of the loan, your interest rate is guaranteed to never be Tower than % or higher than %. Even if you make payments on time, can your loan balance rise? ^X No. ^ Yes, it can rise to a maximum of $ Even if you make payments on time, can your monthly amount owed for ^X No. ^ Yes, the first increase can be on 1 I and the monthly principal, interest, and mortgage insurance rise? amount owed can rise to $ The maximum it can ever rise to is $ Does your loan have a prepayment penalty? 0 No. ^ Yes, your maximum prepayment penalty is $ Does your loan have a balloon payment? ^ No. ^ Yes, you have a balloon payment of $ due in years on I I 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 $264.13 that results in a total initial monthly amount owed of $1,189.17. This includes principal, interest, ar mortgage insurance and any items checked below: ^X Property taxes 0 Homeowner's insurance ^ Flood insurance ^ ^ School Property Taxes ^ 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 3 HUD-1 1 ~ 1 HUD CERTIFICATION OF BUYER AND SELLER have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and iisbursements made on my account or by me in this transaction. f further certify that I have received a copy of the HUD-1 Settlement Statement. ~~~ ~~~. Michael J. Woska r ~.-.... ~-- Katie M. oska sly e of Robert K. Wyland he HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be isbursed in accordance with this statement. . ___.~.. ..~ ETTLEME~dT ENT . DATE WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEPAENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. °revious editions are obsolete Page 4 of 4 HUD-1 aP~Raisa~ Personal Pro ert of ~! ~= ~ Gov, ' ~-,~ p Y ~~ ~ ~` ~ ~% ~ d~ ,~1-~, t.-r,'. ~~ j`'i~~s ~`~ ,-~~-~'~ , ~~,"mac;~~',~~ ,~` r~~~ ~ l ~ v.~;_5 Appraised by Chuck Eo Bricker AU094-L Date ,~/" ,~! ~'-~ ~ ~~ ITE~l11 VALUE tTE11A VALUE / ~i1,~ ~ ~ ~ I I ~ 'T ~~~ ~C~ ~- ~ < <r/~~~;~ t.,~L c~ ~ L;`, CMG T~ ~' j d,'c ice--' .~~~`~ % a`~ ~ ~ ~, ~ ~' ~~ ~ ~ ~ ,~~'; C~ (, ~ ~.: `~- % ~ ~ ~ -~ ~ T~ ` ~G~, CMG' ~~ ~~~..' L dCr~ I)~ ..5 y~ ~, L;c~ ~~~ ~``i~{ ~'~~ ,~~-c-6 ~~t~, ~ ~ ~ f~ ~,-~C ~1s L ~' ~ (~ ! ~ ~~~G fa / ~ ;~f~'t~~ t'L ~ / ~ ~~ ~ i ~' ~ ~ ~ 1, ;, /~i P~ ~ _ ~ 7` ~ ~. ~ ~ ~, ~ e., ~ s ~ 7-, ~~ ~ ~ ~ _~ ~~ ~~.~ ~` Lie ~~ c l`QIE ,~~ r~~~, d3L~ Gct ~S`~~T; ~~~T~=-i?~'s ~ic~ / u~~' ..~ a If ~~5~ ~ j ,_~C~: G' Cf /~~~v C ~°/?~.~. rte' Z~`,4 -~ ~,~ ~~ ~G, ~ e ~~ ~~-.~. `~, ~~ ~ .~:.~~ _., ~1~~! ( T ~Ur (.~1„~ ~~'~,~1'~~ ~;~G ~ ~ ' ~ G.-~ ~LfC;~ ~ L . ~' / l~lti 1. ~"fir % ~' ,`~ ~-~-'`~~ -> ~ c% ='c:- ~L, ~ L ~- G C ~~ ~~ ~:~. ~ a, t ~; . March 2, 2010 CALDWLLL d'; KEARNS, A"-,TY A7' LAW C/® JAMES It CLII'PINGER, ESQ. 3631 NOR"f1I FI~~ONT STREET 1-lARR1SBURG PA 171 10-1 S33 Estate of ROBERT K WYLAND Date of Death: Nov 26, 2009 SSN: 716-07-2616 Dear Sir/Madam ; S25 V~lilliam Penn Place ~~uite 153-2618 Pilasbur~h, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincere, s ~e~ Ann Rhodes Operations Services ,~~. ,n Yg s: ` i {{ ` ~. . .£id:L2 ~~fwwl 1 AA,. q~ 6 .. a .. .., ~. Account Numbet~ 6100701794 ~ Account Title ROBERT I{ ~~i~YLAND OR ROD~ER L WYLAND Date Opened 6/14/1974 Account Type, _ _ Checking Principal Balance as of DOD $26494.41 Interest from Last Posting to DOD __ ___ _ $ .00 Account Balance as of DOD _ _ __ $26494.41 YTD Interest to DOD _ $52.09 r~ ~; .. F:,~ kv ,s ~ ~`~ ~>, ~;< Account Number 6223 7l 43 55 ACCOLlllt ~hitle _ ROBERT It WYLA~ND OR RODGEIZ L WY LAND Date Opened _ 12/26/2008 Account Type _ Checking Principal Balance as of-DOD $25102.64 Interest from Last Posting to D OD $ .00 _ _ Account Balance as of DOD ___ __ _ $25102.64 YTD Interest to DOD $243.74 JAMES R. CLIPPINGER JAMES L. GOLDSMITH P. DANIEL ALT LA ND JEFFREY T. McGUIRE* STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN MICHAEL D. REED PAULA J. LEICHT ELIZABETH H. FEATHER KAREN W. MILLER DOUGLAS M. OBERHOLSER "BOARD CERTIFIED CIVIL TRIAL ADVOCATE CALDWELL &KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7110-1 5 3 3 July 14, 2010 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Robert K. Wyland File No. 2109-1109 Date of Death: November 26, 2009 Dear Sir or Madam: OF COUNSEL CARL G. WASS JAMES D. CAMPBELL. JR. CHARLES J. DENARY, III THOMAS D. CALDWELL. JR. 1{92 8-20011 RICHARD L. KEARNS RETIRED 717-232-7661 FAX: 717 - 232 - 2766 thefirm~CKLegal.net ra c~ ~' c ~ ~ ~, - ,~. - ~ ,~ , , , - ~ l t ~ l'~, ...... r."+, . -~ ~ r. , '.'.~4 ". . ~ l 7 1") ~ _ .~.i M'~ 'f ,,,t ~l '~ n I am enclosing herewith the following items on the above-referenced estate: 1. One (1) original and one (1) copy of the Pennsylvania Inheritance Tax Return, with attachments. 2. A check made payable to you in the amount of $15 representing the filing fee. 3. A copy of the face page of the Pennsylvania Inheritance Tax Return to be stamped and returned in the enclosed self-addressed, stamped envelope for your convenience. Thank you for your cooperation. Very t~~y yours, Jam s R Clipper CAL ELL &KEARNS JRC :mm Enclosures 09467-001 / 164614