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HomeMy WebLinkAbout10-22-10 (2)1505610101 REV-1500 a(°'-'°' OFFICIAL USE ONLY PA Department of Revenue DennsyWaMa County Code Year File Number Bureau ofIndivldualTaxes ~~,,,rMa,~,~. PO BOXZ8o6o1 INHERITANCE TAX RETURN ~ ~ w O n~~ HaMstwre. PA 1712&0601 RESIDENT DECEDENT (J ' Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 178-40-8985 ' 07/26/2010 ', 08/06/1919 __-, ._ Decedent's Last Name Suffix Decedent's First Name MI Krone ', Caroline E ', (If Applicable) Enter SurvNing Spouse's lnfortnation Below Spouse's last Name Suffix Spouse's First Name MI .Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t70 1. Original Retum O 2. Supplemental Retum O 4. Limited Estate O 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 0 10. Spousal Poverty credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Retum (date of death prior to 12-1382) O 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Marvin Beshore, Esquire (717) 238-0781 First line of address 130 State Street Second line of address P.O. Box 946 City or Post Office _ Sfate Harrisburg ' PA ZIP Code r-s REGISTER WILLS USE ~Y i" ~ O i ~ C-7~ I t~"[n ~ _ i~ =urn N ~ t c!i ;r T "Cy . iO r~ ~ : ' N - I D FILED ~~ 17101 c..+ Correspondents e-mail address: mbeshore(~beshorelaw.COm Under penalUea of poriury, I declare that I have examined this velum, including accompanying schedules and statements, and to the best of my knowledge and belief, k is true, correct end complete. Dedaretbn of preparer other than the personal repreaentadva is based on all infonnatlon of which preparer has any knowledge. SIGNATURF.,rQf„Q~^ONiES~Sj~~ §~~~N~yR~I'URN ~~,,,~~n~'DATE !~'~_/ 54 Keefer Way, ~t/eohanicsburg, Ib'A 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE 37037 Jeb Stuart Road Purcellville, VA 20132 DATE ADDRESS 130 State Street, P.O. Box 948, Harrisburg, PA 17101 PLEASE UEE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J i (, _,; > ~~ ~b J 1505610105 REV-1500 EX Decedent's Social Security Number ___ Decedenes Name: ''~. 178-40-8985 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 742,000.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Properly (Schedule E)....... 5. ' 32,436.35 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separte Billing Requested........ 7. ', 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. ', 8,072.47 182,508.82 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 34,266.82 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. ', 9,627.41 ', 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. ' 43,894.23 12. Net Value of Fatale (Line 8 minus Line 11) ............................ .. 12. ', 138,614.59 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 13,054.21 ', 14. Nat Valua SubJsct to Tax (Line 12 minus Line 13) ...................... .. 14. ' 125,560.38 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _ ._ i 6. Amount of Line 14 taxable at lineal rate X .0~ 125,560.38 ', t6. 5,650.22 ; 17. Amount of Line 14 taxable ,, ,,., at sibling rate X .12 .,,. 17. ', _ 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ....................................................... .. 19.', 5,650.22 ', 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: Flle Number DECEDENT'S NAME Caroline E. Krone STREETADDRESS 1100 Crandon Way CITY Mechanicsburg STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 5,352.85 2. CreditslPaymeMs A. Pdor Payments 8. Discount 297.37 Total Credits (A + B) (2) 297.37 3. Interest (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) 5,650.22 Make check payable ~t$o•~1: REGISTER OF WILLS, AGENT. ~` 3' ~ 168 }?y'y~' ~~•~, ~ , wn:.r ~u ~. ~%~ ~ Y` ~ #'iaYf ' ~ }h;(, v =;'t~y .n}'d rt-}'~- Irene: " -'~ ^~' ~ ku"tFi~ rr4n i, 4,~ in,5 i, e$~f' ~~h,~,h.,,ns.~°~~.<~ -w"~~~~.+ ~, ~.n ~ ~ ~.~ , fit,.-,,(C ~: z.t~ ~ ,~„I Y,~~.~~~n ~~«...~,~~t,l~~~~d~~fn,: 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 :.................................................................................... ...... ^ ^Q b. retain the right to designate who shall use the properly transferred or its income :...................................... ...... ^ ^Q c. retain a reversbnary interest, or .................................................................................................................... ...... ^ ^>< d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ Q 2. If death oaxlrred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ ^K 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................................. ...... ^ ^x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~,€~a~,< ;~r~fl~~it(irltf,~~N1Nirrll';ii~'~li1t. .,~~~Il~;;s~~;~ „ ,r I~~?,r~~`. ~~"~"~~:# .t~ a, ~~,~ .;,;: r~s._ ~ `~~~~~rr For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (I)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent p2 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 21 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 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 4.5 percent, except as noted in 72 P.S. §9116(1.2) [/2 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 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+ (11-06) ~ i~' Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Caroline E. Krone 2010-00787 All real property owned eolely or ae a tenant In common moat ba reported at hir 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-owrNNi with Nyht of eurvlvorahip moat be disclosed on Scheduk F. Attach a copy of the setHement sheet if the property has been sold. REM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• 545 Paddletown Road, Etters, York County, PA 17319 142,000.00 "Contract sales price as shown on HUD-1 attached. TOTAL (Also enter on Line 1, Recapitulation.) ; 142,000.00 If more space is needed, insert additional sheets of the same sin. REV-1508 EX+ (5-9a) SCNEDIILE E CASHr BANK DEPOSITS & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Caroline E. Krone 2010-00787 Indude the proceeds of Iftigation and the date the proceeds were received by the estate. All property Jointly-rnmed with right of survivorship moat be dlecloted on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Fulton Bank: CD # 000.0089174 8,106.84 2. Fulton Bank: CD # 000-0102745 8,715.77 3. Fulton Bank: CD # 000-0132466 6,897.95 4. Fulton Bank: CD # 514-0176576 7,192.09 5. Mutual of Omaha refund 25.30 6. Loyalton Assisted Living refund 468.00 7. Cash on hand. 40.13 8. Mutual of Omaha refund 588.19 9. Commonwealth of PA Pension 221.08 10. Mid-Atlantic Insurance Group refund 181.00 TOTAL (Also enter on line 5, Recapitulation) = 32,436.35 (IT more space Is needed, insert additlonal sheets of the same size) REV-1510 EX+ (OB-09) ~i Pennsylvania SCHEDULE G ~V DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INNERiTANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Caroline E. Krone 2010-00787 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV•1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY ]NCUIDE TXE WWE OF TXE 7AANSFHIEE, TXDR REIATIONSNIP id DECEDENT AND THE DAh or TRNxsEER ArrAa A wPr or THE DEED NNl REU EsrATE, DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION AEPL[GBLE TAXABLE VALUE i. Fulton Bank-#33237, Carol Silvestri child 1/21/10 , , 5,101.02 100 2,550.51 2,550.5' 2 Fulton Bank-#11031, Carol Silvestri, child, 1/21/10 5,971.45 100 449.49 5,521.9E TOTAL (Also enter on Line 7, Recapitulation) # I 8,072.47 [f more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INNE0.RANCE TAX RETURN 0.ESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Caroline E. Krone 2010-00787 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES; 1' Pastor Joyce Trees- Funeral Services 200.00 2. Paddletown St. Paul's UMC-Funeral Luncheon 263.16 3. William E. Little Funeral Home- Funeral home, casket, burial vault, grave 11,259.00 B. ADMINISTRATNE COSTS: i. Personal Representative Commissions: Name(s) of Personal Representative(s) Rodney L. Krone street Address 37037 Jeb Stuart Road city Purcellville State VA Zip 20132 Year(s) Commisslan Paid: 2010 2. 3. 4. 5. 6. ~. 8. 9. ~ o. Attamey Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address Ciry State Relationship of Claimant to Decedent Probate Fees: Aaountant Fees: Tax Retum Preparer Fees: Settlement costs on house closing- per HUDt attached Estate Notices: Patriot News, Cumberland Law Journal Law Offices of Marvin Beshore (Reimburse office costs, photocopies) Reserve for fiduciary income taxes and additional attorneys' fees ....353.50 '' 12,013.57 177.59 50.00 500.00 TOTAL (Also enter on Line 9, Recapitulation) ; 34,266.82 ' ZIP 7,500.00 2,500.00 if more space Is needed, use addltlonal sheets of paper of the same size. REV-1512 EX+ (12-OB) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERRANCE TAX RETURN MORTGAGE LIABILITIES 8E LIENS RESIDENT DECEDENT ESTATE OP FILE NUMBER Caroline E. Krone 2010-00787 Report debts Incurred by the decadent prior to death that romained unpaid at the date or death, Indudlny unrelmbursad medical expenses. If more space is needed, insert additional.sheets of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OP REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES c~Iw~e v~: FILE NUMBER: Caroline E. Krone 2010-00787 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not ListTrustaa(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal disMbutlons and transfers under Sec. 9116 (a) (1.2).] 1• Rodney L. Kron®, 37037 Jeb Stuart Road, Purcellville, VA Son 1 g°,~ 2. Mary E. Wright, 54 Keefer Way, Mechanicsburg, PA 'Daughter 1 ga/, 3. Evelyn L. Krone, 11200 SW 79th Ter, Ocala, FL ''-0aughter 1 g°~, 4. Carol E. Silvestri, 820 Surrey Court, Camp Hill, PA baughter 18% 5. Cindy K. Earp, 30216th Street, New Cumberland, PA Daughter 18°~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. St. Paul's Paddletown United Methodist Church 13054.21 TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ 13054.21 If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF CAROLINE E. KRONE I, CAROLINE E. KRONE, ofNewberry Township, York County, Pennsylvania, being of sound mind, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all former Wills made by me at any time heretofore. I order and direct that all my debts and funeral expenses be paid by my Executrix, Executor or Executors, as the case maybe, hereinafter named, as soon as conveniently maybe done after my demise. 2. Death taxes: All federal, state and other death taxes payable on the property forming my gross estate for those purposes, whether or not it passes under this Will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I have a general power of appointment for federal estate tax purposes. 3. I hereby appoint as Co-Executors ofthis Will my son, RODNEY L. KRONE and my ~, daughter, MARY E. WRIGHT. ff either are unable or unwilling to serve as Co-Executor, I hereby appoint my daughter, CAROL E. SII,VESTRI as Alternate Co-Executrix. 4. I direct that any items of jewelry which were given to me by any of my children be given back to that donor child. 5. Idirect my Co-Executors to equitably divide my household goods and personal effects among my surviving children as can be mutually agreed upon between my children. If there is any ~~~( personalty rema+n+*+g after such division, I direct that such personalty should be sold at public or private sales as may be determined by my Co-Executors. 6. I give all the rest, residue and remainder of my estate as follows: A Nmety percent (90.0) to my children, RODNEY L. KRONE, MARY E. WRIGHT, EVELYN L. KRONE, CAROL E. SILVESTRI, and CINDY K. EARP, in equal shares, per stirpes. In the event that any of my children should predecease me without issue, I direct that that child's share be divided equally between my surviving children or their issue. B. Ten percent (10%) to Paddletown St. Paul's United Methodist Church. 7. I give to my Co-Executors and Trustees all those powers granted by law pursuant to the Pennsylvania Probate, Estates, and Fiduaaries Code. I direct that their authority be construed in the broadest manner consistent with validity and with their duties as fiduciaries hereunder in carrying out and executing my Will. 8. To the extent that such requirements can be legally waived, I direct that my Co- Executors and Trustees shall not be required to post any bond or give any security in connection with their duties, hereunder. IN WITNESS WHEREOF, I, CAROLINE E. KRONE, have hereunto set my hand and seal to thjs, my Last Will and Testament w 'ch consists of two (2) typewritten pages, this ~'(/~ day of 1999. ' r >~f.~!a~~~~, ( /mil r -- - CAROLINE E. KRONE Signed, sealed, published and declared by the above-named, CAROLINE E. KRONE, as her Last Will and Testament in the presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. W ess . C~.~-o • ILMG~. Witness of / ~'L~t ~ Q I'131 ~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) ss. COUNTY OF DAUPHIN ) I, CAROLINE E. KRONE, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed this instrument as my Last'Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. CAROLINE E. KRONE Sworn or sifirmed to and acknowledged before me, by CAROLINE E. KRONE, the Testatrix, this //~i day of ~ / l~ ~~ .1999 otary Public w~c kly Oomenisebn Expire~~.1 200 . Perx~pMarHa Assodatlon ~ Nopliet AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ss. COUNTY OF DAUPHIN ) We, .. -~~G~ and the witnesses whose names are signed to the attached and foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instnunent as herl,ast Will; that she signed willingly and that she executed it as her free and vohmtary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affumed to and subscribed to before me by these witnesses, this,L~ 'I day of ~G~~ 1999. a./ Public ' ~~~oc~,~ fie, a~ °~• ,~ IIoo~ pssoc~tlon of Noq,~ ~~ LISTENING IS JUST THE BEGINNING.'" August 20, 2010 Marvin Beshore 130 State Street P.O. Box 946 Harrisburg, PA 17108-0946 Dear Mr. Bashore, RE: Caroline E. Krone, deceased July 26, 2010 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking #0007-33237 Date of death balance $5,101.02, $0.14 accrued interest would not have been payable upon date of death, $1.07 paid in interest in 2010 prior to date of death, opened 2/1/79, joint with Cazol E. Silvestri (Cazol added 1/21/10) Savings #4484-11031 Date of death balance $5,971.25 plus $0.20 accrued interest, $0.90 paid in interest in 2010 prior to date of death, opened 1/7/82, joint with Carol E. Silvestri (Cazol added 1/21/10) DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER M TIJRITY 000-0089174 $8,088.34 $18.50 1.39% 12/2/96 .5/27/09 3/27/11 * Joint with Dale P. Krone * $111.64 paid in interest in 2010 prior to date of death 000-0102745 $8,631.41 $84.36 1.00% 10/5/98 8/5/09 9/5/10 * Titled in her name alone * No interest paid in 2010 prior to date of death 000-0132466 $6,320.59 $77.36 1.24"/0 2/1/01 8/28/09 6/28/11 * Titled in her name alone * No interest paid in 2010 prior to date of death 514-0176576 $7,066.65 $125.44 2.71% 4/1102 12/1/08 12/1/10 * Titled in her name alone * No interest paid in 2010 prior to date of death If you have any other questions, please feel free to contact me at (717) 291-2436. Sincerely, C~ N F i D E NTH A L /~ This information is fuEnishod ss a matter of business courtesy /!t3 ,f~~ in ans~r©r tq yoGK :airy, arms is far ycwr r~onfid3nt~! use c~ly: //' The bank fumiskinr~ this information duos rat represent or Joshua A. Groff guarantee the excaarecy, can~!f~teness or refiatrility of the Credit Confirmation Processor informat,'en pnJryJed. Mo ro~ensibi!ityts sssumed by the bank or arty of tts c~'fi~rs, ®rnptm/s~s cr ~'+~. ~.ny opinion herein expressed is subset to change vrithout notice 1.800.FULTON.4 fultonbank.com Fuhon Bank, N.A. Member FDIC. Member of the Fulton Financial Family M UTUAL Of OMAHA INSURANCE COMPANY Mutual of Omaha Plaza Omaha, NE 68175 ~+; 402 342 7600 mutualofomaha.com CAROLINE E KRONE FOR THE ESTATE OF 54 KEEPER WAY MECHANICSBURG PA 17055-9257 1150 CHECK NO. 0012314341 CHECK DATE 09/14/2010 PAYEE N0. 0000000009 PAYEE NAME CAROLINE E KRONE CHECK AMOUNT $588.19 DESCRIPTION VOUCHER AMOUNT 282076-91 CAROLINE E KRONE INTEREST ACCRUED ON REFUND MEDICARE SUPPLEMENT REFUND 04075552 04075552 .59 587.60 MSMM: ____ - -- MUTUAL OfOMAHA INSUAANCA COMPANY GATE CHECK NUMBER 7&4 MutualofOmahaPlaza 09/14/2010 0012314341 1049 Omaha, NE 68175 PAYABLE THROUGH ~gf~8~ ,102 3,42 7600 FIRST NATIONAL BANK OF OMAHA OMAHA. NE. 68102 mutualofomaha.com FREMONT NATK)NAL BANK a TRUST CO PAY: FIVE HUNDRED EIGHTY EIGHT AND 19/100 DOLLARS *********588.19 Please Cash As Soon As Possible 0 o TO THE CAROLINE E KRONE G ORDER R1 OF 0 ~rI A O ~.~ ~~-^^ • ~ ~ + a ~ a +„^ a• Ln~4nnn~.R~:09 L0406 2ll^ a 0 0 'yam N J 0 ~I F [ ;o r Tw N ~ ~ T ~, - O T m ,.~.. ri ~. ~. 6 ~ e. ~ ,.. ~. '~ `S '~ ~. y~ T yy T' -? ;:,:.. ,~.>. [~ 1 M u't .a ru .a ti rv J a O a rn O o- ru a rf1 N ru c~ *4000000022108' --- - - - - -. ARE 0000358223 Date Invoice Number Invoice Description Net Amount 09/15/10 ;.51109547 0358223 REFUND DUE TO Policy Cancelled - 181.00 Use your AAA membership in ways you may nat expect at fine estab/ishments a/most everywhere. Entertainment Discounts, Shopping Discounts. Save money on /oca/ and national attractions, movie tickets, travel accessories, luggage, Crave/ guides and more/ Visit your /oca/ AAA office or visit AAA. coi Totals s iR1.nn DETACH AT PERFORATION BEFORE DEPOSITING CHECK - - . ,n.a.c wvo~ PROTECTED BY POSITIVE PAY PNC Bank Check No. Philadelphle, PA Mid-Atlantic /nsurance Group ONE RIVER PLACE WILMINGTON, DE 19901-5125 PAY: ONE HUNDRED EIGHTY-ONE DOLLARS & 001100 ro ESTATE OF KRONE o~aer 545 PADDLETOWN RD or ETT~RS, PA 17319 _ 3.5!310 0000358223 Date Issued Amount 09!15/2010 $ "•**••**181.00 L /~'I• /C f/C~jC . -- -- - ~ --_~ -~~ -~ AUTHORRED.SIGNATURE ... . - - ~ VOID AFTER 180 DAYS 11'0000 3 58 2 2 311' I;0 3 10000 5 3t: 8 5 L i0 548 5911' ~''z` ?G`ISRSE SIDE r0(~ OPENING !NSTRUCTiC7P3S '-Mid-ACJantic Insurance Group ONE RIVER PLACE WILMINGTON, DE 19801-5125 ESTATE OF KRONE 545 PADDLETOWN RD ETTERS, PA 17319 ~i"i Y~~ I...ILI,~,L,11,I„111,b/ICI,~JI,,,,,t1,AIJ~-IILt,~„~1J,1~., .._.. RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: Cumberland County - Register Of Wills Receipt Time: One Courthouse S uare Receipt No.: Carlisle, PA 1713 KRONE CAROLINE E 8/04/2010 08:15:56 1062129 Estate File No.: 2010 -00787 Paid By Remarks: LAW OFFICES OF MARVIN BESHORE DM ----------------------- - Receipt Distribution ----- -------- ------- ---- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 260.00 CUMBERLAND COUNTY GENERAL FUN WILL SHORT CERTIFICATE 15.00 20.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN JCS FEE AUTOMATION FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D 5.00 CUMBERLAND COUNTY GENERAL FUN Check# 21608 ---------------- $323.50 Total Received......... $323.50 The Patriot-News Co. 2020 Technology Pkwy Suite 300 Mechanicsburg, PA 17050 Inquiries - 717-255-8213 MARVIN BESHORE ATTORNEY AT LAW 130 STATE STREET P.O. BOX 946 HARRISBURG PA 17108 INVOICE ACCT# NAME 53450 MARVIN BESHORE 53450 MARVIN BESHORE 53450 MARVIN BESHORE AD ORDER # DATE EDITION 0002088242 08/27/10 METRO WEST 0002088242 09/03H0 METRO WEST 0002088242 09/10/10 METRO WEST ~IlepatriotNews Now you know ADDTL. INFO. AFFIDAVIT CHARGE $5,00 TOTAL: LAW OFFI! DATE CHE # AMOUNT ; ACCOUNT: PAID TO: REMITTANCE ADDRESS ALL CHARGES ARE NET TYPE OF CHARGE AMOUNT BASIC AD CHARGE $32.53 BASIC AD CHARGE $32.53 BASIC AD CHARGE $32.53 x102.59 :ES OF MARVIN BESHORE Sep 21/2010 21672 $102.59 GENERAL - 4 The Patriot-News, 5010 Client Disbursement 21672 Co. ~LIENT: 4185 - Estate of Caroline E. Krone KATTER: 4185 LAW OFFI( DATE . CHE # AMOUNT ACCOUNT: PAID TO: :ES OF MARVIN BESHORE Aug 16/2010 21617 ' $75.00 GENERAL - 4 Cumberland Law Journal 5010 Client Disbursement - Publication CLIENT: 4185 - Estate of Caroline E. Krone MATTER: 4185 21617 _....... _. _.... ... ._..-.. ._ ._ ._- ..-._... _.. .___._.. _.. _ .__..._._. .M 21617 LAW OFFICES OF MARVIN BESHORE GENERAL ACCOUNT P.O. SOX 948 HARRISBURG, PA 17108-0948 l~.~ltoalB~lk~. LISTENING IS lU57 THE BEGIN NING!^ 60.142-313 Aug 16/2010 DATE e&~ ~, $75.00 AMOUNT Seventy Five ************~*****,r************************************* 00/100 PAY TO THE Cumberland Law Journal ORDER OF ' Caroline E. Krone Estate AUTHORIZED SIGNATURE _p 0 s a 6 u'02L6L711' ~:03i30i422~: 3623 52L05u' otot KEEP OMNICARE PHARMACY SERYICEB OF EASTERN PA 6990 B SNOWDRIFT ROAD, 1ST FLOOR ALLENTOVVN, PA 18106 RETURN SERVICE REQUESTED 3oso5-ueae PHONE: 888-565-6708 STATEMENT OF ACCOUNT PAGE: 1 of 1 ACCOUNT NO: INVOICE NO: DX NO: INVOICE DAT~ FACILITY: PATIENT NO: PATIENT NAME: AMOUNT DUE: TAX' 1039.366 PH413059_ 'R~P6X ~'` 06/30/10 TON OF CRE 366 KRONE, CAROLINA, ~ 53.73 ~~//n~J,~, ,' 0 00 ~~~ 11~11141hIIgy~III~IIIrIy114~1~4111~h~hIlhlllunPht~ ,. - ' CAROLINE KRONE DUE DATE: (~~, 8 1 J ! {(t e F~~ G7! ~ AMOUNT DUE: ~ ~~~~~~~~~~~~ ~ ' 'i ~~~`-~~J 30905-U848•TZBOA9SJV002787 2ZBOAJ1M0:7.1 PORTION FOR YOUR RECORDS -RETURN C ° ' '><' STUB WITH PAYMENT KRONE CAROLINE 1039 LOYALTON OF CREEKVIEW 1039.366 06/30/10 DATE RX N0. TRANS DESCRIPTION PHYSICIAN NDC N0. ~UANT AMOUNT TYPE Medicare D Plan: COMMUNITY CCRX MEDICARE (2009) 06/23/10 1209 LOCK PAYMENT -THANK YOU - Lockbox 20100623073505 _3g.P7 000405039 06/15/10 57707884 CHARGE vASCURA K/L WHT SM 00040 LAWLER 88008-8022-22 1 11.73 SUPLMS 06/15/10 841212091 CHARGE 80NIVA ONCE MONTHLY 150MG'TABLET-(COPAY) LAWLER 00004-0186-82 1 33.67 RX 0615/10 84121208 CHARGE CLOTRIMAZOLE 1% CREAM(GM): Medication or ProducE ~LAWLER 51672-2002-02 30 8.33 OTC Was Denied by Third Party Coverage 75 Mesaegea FINANCE CHARGES are ce~ulated et a MONTHLY PERIODIC RATE OF 7.50% (ANNUAL RATE OF 18.00%) based upon an unpaid belonce outeterxitnp 30 days a more. o cutnnc o ~•u~e •••----- ~nnnuw rannn~c LnARUe fLIAL 1.nARUtS YATMENTS ~ CREDITS AMOUNT DUE ~ 38.27 53.73 0.00 92.00 -38.27 53.73 ~~~ ~~~~~ B. '~ a Settlement Statement (HUD-1) 6. File Number. 7. Loan Number. 8. Mortgage Insurance Case Number. 1. ®FHA 2.~ RHS 3; ^ Cenv.Unlns. A05-090093-9TQ 5801046370 446-0309811-703 4. ~ VA 5. ~ Conv. Ins. C. Note; This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c)" were paid outside the closing; they are shown here for Informatlonal purposes and are not included in the totals. D. Nama & Address of Borrower. E. Name & Address of Seller. F. Nama & Address of Lender: Donna V. Hake Estate of Caroline E. Krone, Fulton Bank, N.A., 3104 Vl/lage Court 545 Paddlefown Road One Penn Square Dover, PA 17315 Etters, PA 17318 Lancaster, PA 17602 Neal L. Kauffman 540 Paddlefown Road Etters, PA 17319 545 Paddletown Road Etters, PA 17318 York County i. Settlement Agent: Dethlefs-Pykosh Law Group, LLC, MJchael J. Pykosh, Esquire Phone Number: 717-975-8446 2132 Market Street 08/05/2010 Date: Place of Settlement: I Disbursement Date:08/05/2010 Fulton Bank, Etters, PA 17319 J. Summary of Borrower's Transaction K. Summary of Seller's Transaction 100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. Contract sales price $1a2, ooo. 00 401. Contract sales price $1a2, ooo. 00 102. Personal property 402. Personal property 103. Settlement charges to borrower (line 1400) $8, 915.57 403. 104. 404. 105. 405. Adjustments for Items paid by seller In advance Adjustments for items paid by seller In advance 108. City/town taxes To 408. Ciry/town taxes to 107. COUnty tax85 08/0517010 !0 12/31/7010 $T56.97 407. COUnty taXeS 08/05/9010 to 12/31/1010 $756.97 106. ASSe35mentS 08/05/TO30 :0 06/30/2011 $9x1.69 408. ASSOSSmentS 08/05/2010 t0 06/30/2011 $9d1.69 109. 409. 110. 410. 111. 411. 112. 412. 120. Gross Amount Due From Borrower $1s2,114.23 420. Gross Amount Due To Seller $ia3, 198.66 200. Amounts Paid By Or In Behalf r,>f Borrower 500. Reductions In Amount Due To Sellgr 201. Deposit or earnest money 501. Excess deposit (see Instructlons) 202. PrinGpal amount of new loan(s) ' $1x0,113.00 502. Settlement charges t0 seller (line 1400) S5, 013.57 203. Existing loan(s) taken subject to 503. Existing loan(s) taken sub ect to 204. 504. Payoff of first mortgage loan CDBO RvivnyFnd $9, 533.73 205. 206. Seller Assistance w/C.':oelag Coates $7,000.00 505. Payoff of second mortgage loan 506.9eller Aeaiataace m/Closing Coate $7,000.00 207. ~ 507. 208. , 506. ~ 209. 509. Adjustments for items unpaid by seder Adjustments for Items unpaid by seller 210. Ciry/town taxes ~ ~ 510. Ci /town taxes to 211. Count taxes ~ 511. County taxes to 212. Assessments ~ 512. Assessments a 213. 513. 214. 514. 215. 515. 216. - 516. 217. 517. 218. 518. 219. 519. 220. Total Paid By/For Borrower $1x7,113.00 520. Total Reduction Amount Due Seller $21, 546. ao 300. t:aan f-t setuement Froml7o Borrower 600. Cash At Settlement TolFrom Seller 301. Gross amount due from borrower line 120) $152, aia.23 601. Gross amount due to seller (line 420) $ta3,198.66 302. Less amounts paid by/for borrowr+r (line 220) ( $147,113.00 602. Less reductions in amt. due seller (line 520) $21, 5x6, eo 303. Cash ®From ^ Ta Borrower S5, 001.23 603. Cash ®To ^ From Seller S121, 651.86 The public Reporting Burden for ti,ds collection of information is estimated at 35 minutes per response for collecting, reviewing, and reporting the data. This agency m•iy not collect this information, and you are not required to complete this form, unless, it displays a currently valid OMB control numb ir. No Confidentiality is assured; th(s 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 3 HUD-1 f L. Settlemerit Charges 70~. l'otal Real Estate Broker Fees Paid From Paid From Division of Commission (line 700} as follows: Borrowers Sellers 701. $ to Funds at Funds at Settlement Settlement 702. $ to 703. Commission paid at Settlement 704. ( P.O.C. by ) 500. Items Payable In Connection With Loan 801. Our originatlon charge Fultoa ~~ k, N.A. $ 695.00 (from GFE #1) 802. Your credit or charge (points) for the spedflc interest rate chosen $ (from GFE #2) 803. Your adjusted origlnatlon charges (from GFE A) 5695.00 804. Appraisal fee to 8heaffsr ADyrai eal ( P.O.C. by I (from GFE #3) 5375.00 805. Credit report to Credetar = ( P.O.C. by I (from GFE #3) Saa.51 808. Tax service to ( P.O.C. by I (from GFE #3) 807. Flood certiftcatfon Firee Am !'loud ava ( P.O.C. by I (from GFE #3) 521.50 $Og, IneDectioa Fee to 8heaffer ]gpDraieal 5100.00 809. -- 810. 811. i 812. 900. Items Required B Lender To Be Paid In Advanee 901. Dail interest charges from oaro5/cola to 09/ol/solo $17.756 (day (from GFE #10) $!79.36 902. Mortgage Insurance Premium for,- months. 53, 083.18 (from GFE #3) 53, 083.18 t0 Fulton Bank -Life of ?Goaa 903. Homeowner's Insurance for 1.00 years. 5570. oo (from GFE #11) 5570.00 t0 Donegal 1Wtual Sas. Co. 904. ~ years. to 905. 1001. Initial deposit for your escrow account (from GFE #9) 5568.77 1002. Homeowners Insurance 6. DO months ~$I7.50 per month $190.00 1003. Mortgage Insurance months (cp$ per month $ 1004. Property taxes ~ 7. oo months x$35. so per month $ a69. ao 1005. L~^1 T~ 7.00 months ($17.93 per month $1x5.53 1006. Bahoo2 Tax ~, 3.00 mOnth6 0$88.57 per month $x85.71 1007. Aggregate Adjustment ~ a6a.65 1101. Title services and lenders title Ir~surence (from GFE #4) Si, 613.75 1102. Settlement or dosing fee $ 1103. Owners Utle insurance ~ (from GFE #5) 55.00 1104. Lenders Ube Insurence Fu1t. sank $ 1105. Lenders UUe policy limit $160, 113.00 1108. Owners title policy limit $ i6a, oo. 00 1107. Agents portlon of the total title insurance premium Dsthlef:-pykoeh $ 1, 035.94 1108. Underwriters portion of the totaYtltle Insurance premium security Title $1sa.8a 1109. (Basic -Bad. 100, 300,; 8.1) 1110, sswrity TStle (CPL Fea') 575.00 1111, R:{ahael J. Pykoeh (B'ota,cy Fes) Sas. 00 1112. 1113. Xarvia Bsehore, beQUira (Attorney Feee) 5a, 500.00 1114. 1115. --__. ____...... _.._~____.-...a -.... ......-.-. ~..... 1201. York County Recorder Government recording charges: (from GFE #7) 5171.50 d5a. 00 1202. Deed $ 63.50 ; MO a e $ 79.50 ;Releases $ 1203. Transfer taxes York coaae~ Recorder (from GFE #8) SS, aao. ao Si, aao. o0 1204. City/County tax/stamps: ' Deed $1, 6ao. 00 Mortgage $ 1205. State tax/stamps: peed $1, aao. oo Mortgage $ 1206. 3aeiefaatioa Fes $ 5a. 00 1207. RecordiaQ Fse for Power~of Attorasy $x8.50 1208. $ 1zo9. $ 1301. Required services that you can shop for (from GFE #6) 1302. ~ $ 1303. $ 1304. 1305. 1306. Debra Poyy, Tau CO11ecYOr (x020-11 School Tax) 51,042.57 1307. 1308. 1309. 1400. Total Settlement Charges (enter on Tines 103, Section J and 502, Seetlon K) S8, 915.57 S5, 013.57 Previous editions are obsolete - Page 2 of 3 HUD-1 Comparison of Good Faith Estimate (GFE) and HUD-1 Charges Good Faith Estimate HUD-1 Charges That Cannot Increase : HUD-1 Line Number Our origination charge # 801 $695.00 $695.00 Your creditor charge (points) for he specific interest rate chosen # 802 $o. oo $0.00 Your adjusted origination chargeq # 803 $695.00 $695.00 Transfer taxes # 1203 $a, a5a. 00 Sa,a7o.oo Charges That in Total Cannot Increase More Than 10% Good Faith Estimate HUD-1 Government recording charges ,- # 1201 $130. oo $171, so Apprai eel Fee # 804 $d50.00 $375.00 Credit Report Fee 4, #805 ~. $40.00 $73.51 Flood Deter/MOaitor #807 $11.50 $11.50 Saspection Fee • ~ # 811 $100.00 $100.00 ffiortpaQe Za9urance Prmrium #907 $3,096.00 53.083.18 Title Services/LSnder's 3'itl• Insurance #1101 $1,349.00 $1,413.75 Owner's Title Insurance #1103 $700.00 $5.00 # $0.00 $0.00 ~ # $0.00 $0.00 # $0.00 $0.00 i Total $5, 376.50 $5,187.44 Increase between GFE and NUD-1 Charges $ -190.06 or -3.61 % Charges That Can Change Initial deposit for your escrow account #1001 Daily interest charges # 901 $17.75a /day Homeowner's Insurance ~ # 903 Good Faith Estimate $a,7o8.3a $3e. ca $eoo. oo HUD-1 $568.77 $479.36 S57o. 00 # $o.oo $o.oo # ~ # $O.oo $o.oo $o.oo $o.oo # so.oo So.oo # $o.oo $o.oo # So.oo So.oo # $o.oo So.oo roan ferns Your initial loan amount is ~ ~ $ Sao, i13. 00 Your loan term Is 3o years Your Initlal Interest rate is ' 4.675 % i Your Initlal monthly amount owed for principal, interest, and $ 7ga, 73 includes and any mortgage Insurance is ' ®Prindpal ® Interest ®Mortgage Insurance Can your Interest rate rise? ' ®No. ^ Yes it can rise to a maxi f , mum o %. The first change will be on and can change again every after . Every change date, your interest rate pn Increase or ' decrease by %. Over the life of the loan, your Interest rate is guaranteed to never be lower than % or higher than %, Even if you make payments on ime, can your loan balance rise? ®No. ^ Yes, it can rise to a maximum of $ , Even if you make payments on 7me, can your monthly ®No. ^ Yes the first Increase can be on amount owed for principal, interest, and mortgage insurance rise? , and the monthly amount owed can rise to $ , The maximum it can ever rise to is $ Does your loan have a prepayment penalty? ®No. ^ Yes, your maximum prepayment penalty is $ , Does your loan have a balloon f:ayment7 ®No. ^ Yes, you have a balloon a ment f $ p y o due in years on , Total monthly amount owed Ind~~ding 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 1 . ®You have an additlonal monthly escrow pa ment of $ 189 60 y . _ that results in a total Initlal monthly amount owed of $ 97x.33 .This includes prindpal, interest, any mortgage Insurance and any items checked below: t ®Property taxes Homeowner's insurance ^ Flood insurance . ®Local Tarr ®SeLool max Note: If you have any questlons: about the Settlement Charges and Loan Terms listed on this form, please contact your lender. Previous editlons are obsolete Page 3 of 3 Certification (continued from HUD-1) I 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 disbursements made on my account or by me in this . transaction. I further certif~r that I have received a copy of the HUD-1 Settlement Statement. (' n Seller or Borrower: :. pate J ~~ ~V Agent: =<~ , ~/t'~ te: ~~~~ nna V. ake ~~~- Estate of aroline one 3104 Village Court Dover, PA 173 i 5 a ,~ ~~o Seller or Borrower: ~ Date: 4~/ lL7 Agent: Ne I L. ~ an F 540 Paddletow:i Road Etters, PA 173''9 Seller or Borrower: ~. ~~ Date: 5 ~ U Agent: xine E. tCaulfman 540 Paddletowi Road Etters, PA 173'` 9 545 Paddletown Road Etters, PA 17319 The HUD-1 Settlement wh'ch I have prepared is a true and accurate account of tt caused or will cause the finds to be disbursed in accordance with this statement. Date: Settlement Agent: Date: Date: I have Date: 8 ~ - ~ WARNING: It is a j;rime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can Include a fine and imprisonment. For details see: Ttle 18 U.S. Code Section 1001 and Section 1010.