HomeMy WebLinkAbout01-18-11J REV-1500`(°'-t °' ,,~. 1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code rear File Number
Bureau of Individual Taxes ~~TMEMaF"
PO Box.2sosol INHERITANCE TAX RETURN 21 0 9 -1016
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
220 24 1695 10 16 2009 12 23 1928
Decedent's Last Name Suffix Decedent's First Name MI
TAYLOR LOIS G
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Nurnber THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa, Future Interest Compromise ^ 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
g Decedent Died Testate 7, Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
® (Attach Copy of wa) ^ (Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. sben~~eearlr iz-31 i a~ndfti-dim-95jt'~' ^ 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
BRADLEY L GRIFFIE 717 243 5551
REGISTER OF tS USE Oi~~'
~.
~_ a~ tw:
First line of address r- ; _ __
200 NORTH HANOVER STREE ~~ ~ --
~` .. _
Second line of address ~ -, ;~-~ ~_,
C_ --
_=r
DAT~IL~D - -
City or Post Office State ZIP Code _.,_
CARLISLE PA 17013 ~~`'
~ ,ti5y.,
G`> . 3
< ~ r,
r"3 :. 7
t.:; <~)
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- "~~
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4~7
Corresponderrt'se-mailaddress: bgriffie@griffielaw.com
Under penalties of perjury, I deGare that I have examined this return, Including accomparrying schedules and statemertts, and to the best of my knowledge and belief,
ft is true, correct and complete. Declaratlon of preparer other than the personal representadve is based orr all information of which preparer has any knowledge.
John I. Taylor, Jr. t (I 3 (l ~
760 East Lowther Street, Carlisle, PA 17013
it P~BEB.07.ME[ZTHANREPRESENTATIVE
Bradley L Griffie , ~ t 3 ~ t l
200 North Hanover Street, Carlisle, PA 17013
Side 1
1505610143 1505610143 J (~ 1~
REV-1500 EX
1505610243
oece~rs rye: TAYLOR, LOTS G
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 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 Z3< Miscellaneous Personal Property (Schedule E) ................ 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7,
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8,
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12.
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.
Decedents Social Security Number
220 24 1695
148,000.00
23,531.92
72,322.85
65,925.68
309,780.45
50,974.31
59,990.39
110,964.70
198,815.75
198,815.75
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(ax1.2) X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 19 8 , 815.7 5 16.
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.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
8,946.71
8,946.71
1505610243 ~ 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 09 - -1016
Taylor, Lois G
STREET ADDRESS
370 Greenspring Road
CITY
Newville STATE
PA ZIP
17241
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 8, 946.71
2. Credits/Payments
A• Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B) (2) 0.00
(3) 0.00
(4)
(5) 8, 946.71
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 :.................................................................................. x
b. retain the right th designate who shall use the property transferred or its income :.................................... x
c. retain a reversionary interest: or .................................................................................................................. x
d. receive the promise for life of either payments, benefits or care? .............................................................. x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which
contains a benefidary designation? ...................................................................................................................... ~ ^
IF THE ANSYVER 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 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. §9196 (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 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 disdosure of
assets and filing a tax velum are still applicable even if the surviving spouse is the only benefidary.
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 yyears 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 refs imposed on the net value of transfers to or for the use of the decedents lineal benefidaries is 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 decedents siblings is 12 percent [72 P.S. G9116 (a) (1.3)1. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, ether y blood or adoption.
cowr+oNwEwTN of PENNSrWANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF Taylor, (_OIS G 21 - 09 - -1016
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 wilting seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 370 Greenspring Road
Newville, Cumberland County, Pennsylvania
(See attached HUD-1 Settlement Sheet)
148,000.00
I TOTAL (Also enter on Line 1, Recapitulation) ~ 148,000.00
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
CDMMCNWEALT}1 of PBJNSYLVANIA PERSONAL PROPERTY
INHERRANCE TA%RETURN
RESIDENT DECEDENT
ESTATE OF Taylor, LOTS G FILE NUMBER
21 - 09 - -1016
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 2009 Federal Income Tax Refund 436.00
2 Metro Bank 1,894.75
Checking Account No. 513392613
(See attached}
3 Metro Bank 21.48
Checking Account No. 537636748
(See attached)
4 Household furnishing, furniture, etc. (Private sale) 475.00
5 Household Furnishing, furniture, etc. (Auction) 656.50
(See attached)
6 Met life, Guaranteed Interest Certificate 10,123.77
Account No. 4400060772
(See attached)
7 Met Life Total Control Account 7,295.66
Money Market Option Account No. 4052386988
(See attached)
8 Cash 120.00
9 Century Link Refund 23.71
10 Nationwide Mutual Insurance Company 177.40
Auto Insurance Refund
11 1995 Ford 500.00
TOTAL (Also enter on Line 5, Recapitulation) 23,531.92
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
«.THDFnvA~A PERSONAL PROPERTY
INHERRANCE TAX RETURN
RE&DdITDECEDEN7 continued
FILE NUMBER
ESTATE OF Taylor, Lois G 21 - 09 - -1016
Include the proceeds of Iftigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
13 Tax proration credit at settlement
(See attached HUD-1)
14 ~ Valley Rural Electric Coop
1,420.33
101.71
15 ~ Union Central Life (premium refund) ~ 185.61
Page 2 of Schedule E
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
ESTATE OF Taylor, Lois G I FILE NUMBER
21 -09--1016
ff 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
John I. Taylor, Jr. 760 East Louther Street Son
A Carlisle, PA 17013
Justin Yuda 317 Arch Street Grandson
g Carlisle, PA 17013
Talia Howard 898 Fireside Drive Great Granddaughter
~ Cookeville, TN 38501
JOINTLY OWNED PROPERTY: see continuation
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT C~FfSCRIPT.IO~ (~F PRO~ERTkY
Include name o Inanaal Ins u Ion an ban 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
DECEDENTS INTEREST
1 A 04/29/2096 Members First Federal C. U. 214.84 50% 107.42
Savings Account No. 26383-00
(See attachment)
2 B 08/09/1978 Members First Federal C. U. 25.67 50% 12.84
Saving Account No. 53333-00
(See attachment)
3 C 10/25/2001 Members First Federal C. U. 306.14 50% 153.07
Savings Account No. 210608-00
(See attachment)
4 B 04/24/2003 Members First Federal C. U. 54.11 50% 27.06
Checking Account No. 53333-11
(See attachment)
5 D 04/29/1986 Members First Federal C. U. 109.01 50% 54.51
Savings Account No. 59390-00
(See attachment)
6 E 05/03/1982 Members First Federal C. U. 95.90 50% 47.95
Savings Account No. 30466-00
(See attachment)
TOTAL (Also enter on line 6, Recapitulation) ( 72,322.85
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Taylor, Lois G 21 - 09 - -1016
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
ITEM
NUMBER
FORIJOINT
TENANT
MADE In
~pIM o DESCRIPTION OF PROPERTY
Jude name of financial institution and bank account number
r similar Identifying number. Attach deed for jointly-held real
DATE OF DEATH
VALUE OF ASSET
DECDFS
INTEREST
DAVAOUE pFTH
DECEDENT'S INTEREST
7 B Real Estate - 131 Elm Street, Carlisle, 89,900.00 80% 71,920.00
Cumberland County, Pennsylvania
(See attached deed and appraisal)
Page 2 of Schedule F
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
S(~DULE F
JOIM'ONNVERS
ESTATE OF - ~ FILE NUMBER
Taylor, Lois G 21 - 09 - -1016
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
D Susan Taylor
317 Arch Street
Carlisle, PA 17013
Daughter
E Linda Taylor 499 Grace Union Road Daughter
Kettle, KY 42717-8640
COMMONWEALTH OF PENNSYLVANIA SCHEDULE G
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS &
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Taylor, Lois G
FILE NUMBER
21 -09--1016
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
REM
NUMBER DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent
and the dale of transfer. Attach a copy of the deed for real estate. DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST EXCLUSION
(IF APPLICABLE)
TAXABLE VALUE
1 John Hancock Life Insurance Company 21,149.62 100% 21,149.62
Roth IRA Acct. No. 2697597
(See attachment)
2 John Hancock Life Insurance Company 15,396.52 100% 15,396.52
IRA Account No. 2697142
(See attachment)
3 Nationwide Financial 6,065.14 100% 6,065.14
Annuity Contract No. 01-5503212
(See attachment)
4 Morgan Stanley Smith Barney 6,832.24 100% 6,832.24
IRA Account No. 410-014313-140
(See attachment)
5 Membert First Federal Credit Union 5,936.13 100% 5,936.13
IRA Certificate No. 26383-26
(See attachment)
6 Members First Federal Credit Union 10,546:03 100% 10,546.03
IRA Certificate No. 26383-27
(See attachment)
TOTAL (Also enter on line 7, Recapitulation) 65,925.68
SCFIEDULE H
FUNER~IL EKES 8~
caaMONwEn~TN of PENNSVwnNa w~~' ~p wT /~
INNERR'ANCE TA7C RETURN !'11./IrM1\W 1 x'11 ~ VVJ I J
RESIDBdT DECEDENT
FILE NUMBER
ESTATE OF Taylor, Lois G 21 - 09 - -1016
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Egger Funeral Home, Inc. 5,522.87
2 Burial Plot 300.00
3 Grave Marker 2,615.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
John I. Taylor, Jr.
3,500.00
Street Address 760 East Louther Street
city Carlisle state PA zip 17013
Year(s) Commission paid 2011
2. Attorneys Fees Griffie and Associates 8,000.00
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 457.00
5. Accountants Fees 290.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 0.00
TOTAL (Also enter on line 9, Recapitulation) 50,974.31
G ~Schedt.ie H
COMMONWEALTH OF PENNSYLVANIA ~ ~A ^~
INHERITANCE TAX RETURN ~~"~ ~.r~
RESIDENT DECEDENT
ESTATE OF Taylor, Lois G FILE NUMBER
21 -09--1016
2 Real Estate Settlement Fees: 11,007.71
(A) Realtor's Commission $9075.00
(B) Transfer Tax $1480.00
(C) Tax Cert~cation $ 5.00
(D) 2010 County Real Estate Taxes $ 302.71
(E) Water Test $ 45.00
(F) Furnace Cleaning $ 100.00
(See attached HUD-1 Settlement Statement)
3 Nationwide Insurance (Homeowners Insurance) 534.00
(Greenspring Road, Newville)
4 PPL Electric Utilities 445.81
(Greenspring Road, Newville)
5 Embarq 58.50
6 Critter Getters (extermination) 106.00
7 Century Link 118.93
8 The Sentinel (Advertising Estate) 187.54
9 Waste Management (Trash removal) 909.47
10 Defense Finance and Accounting Service (DFAS) 1,393.18
(overpayment of pension)
11 Century Link 1.17
12 Kough's Fuel Oil 1,597.04
(heating fuel)
13 Lowe's (home repairs) 47.12
14 Tim Yuda (plumbing repairs) 71.98
15 Mackey's Flooring (home repairs) 5,512.44
Page 2 of Schedule H
Schedule H
Ftrtleral ExNenses&
COMMONWEALTH OF PENNSYLVANIA w~.^~
INHERITANCE TAX RETURN l~M~,1 WOM7
orc~nrur nFr.FnFnrr
FILE NUMBER
ESTATE OF Taylor, Lois G 21 - 09 - -1016
17 Orrstown Bank (Estate account banking fees) x•95
18 Quigley Mechanical (plumbing/electric repairs) 120.00
19 Tanger's (appliance repair) 106.00
20 Nancy Creek (home repairs) 400.00
21 Cumberland Law Journal (Advertising) 75.00
22 Rowe's Auction Service (Actioneer Fees) 196.95
(See attached)
23 PPL Electric Utilities (Elm Street property 2009) 112.00
24 Oak Tree Septic Repairs (Greenspring property) 1,879.70
25 UGI Utilities (Elm Street property 2009) 24.20
26 GMAC Mortgage (Elm Street property 2009) 1,104.19
27 Real Estate taxes (Greenspring Road property) 1,753.51
28 John Taylor (Miscellaneous repaits-Greenspring Road) 442.05
29 Reserves 1,000.00
Page 3 of Schedule H
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
DoI~II+oNwEA~TrIOF~+rlsn.vANw
NJHERTTANCE TAX RETURN LIABILITIES, & LIENS
RESIDENT DECEDENT '
FILE NUMBER
ESTATE OF Taylor, LOIS G 21 - 09 - -1016
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Members First Federal Credit Union 4,271.69
Visa Account No. xxxx-xxxx-xxxx-9536
(See attachment)
2 Members First Federal Credit Union 85.07
Loan Account No. 26383-03
(See attachment)
3 Members First Federal Credit Union 5,568.54
Loan Account No. 26383-09
(See attachment)
4 MVOA 425.00
(Time share delinquent fees)
5 Military Star 803.68
(PX Chard Card Balance)
6 Griffie and Associates 553.00
(Legal services-Guardianship proceedings)
7 GMAC Mortgage balance (Pay off at time of filing return) 48,283.41
(See attachment)
TOTAL (Also enter on Line 10, Recapitulation) I 59,990.39
REV
n•~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Taylor, Lois G 21 - 09 - -1016
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Vat Truateels)
I
• TAXABLE DISTRIBUTIONS [include outright spousal
distrlbutions, and transfers
under Sec. 9116 (a) (1.2)]
1 John I. Taylor, Jr. Son Twenty-Five
760 East Lowther Street
Carlisle, PA 17013
2 Linda Taylor Daughter Twenty-Five
499 Grace Union Road
Kettle, KY 42717-8640
3 Susan M. Taylor Daughter Twenty-Five
317 Arch Street
Carlisle, PA 17013
Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate.
II
• NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SFiEETI V.uu
REV-1513 EX+ (8-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Taylor, Lois G 21 - 09 - -1016
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not LlstTruatee(s)
I TAXABLE DISTRIBUTIONS [nclude outright spousal
• distributions, and transfers
under Sec. 9116 (a) (1.2)]
4 Betsy K. Taylor
East Ridge Street
Carlisle, PA 17013
5 Justin Yuda
317 Arch Street
Carlisle, PA 17013
6 Talia Howard
898 Fireside Drive
Cookeville, TN 38501
Daughter ~ Twenty-Five
Grandson I I 39.90
Great Granddaughter ~ ~ 153.07
Page 2 of Schedule J
SCHEDULE
«A~~
OMB Approval No. 2502-0265
-_ A. Settlement Statement (HUD-~~ FINAL
.:.. N
" 1
m,o?:i:::::ialeinY~due~nmSBorrnweF~.- . ;
214.
215.
216.
211.
218. 518.
219.
220• Total PaW b r Borrower
147,033.00 519.
520. Total Reduction Amount l>ve Seller
21,20021
'300 ~~asM.itISaenfiroioltoiBor`rower,., ;600, CasS~etn~ftW(,ro~Seller~z .,.. ~ , •-;" , .:~~ _,
301. Gross amount due from borrower Qine 120)
158,063.93
601. Gross amount due to seller bne 420
(' )
149,420.33
302, Less amounts paid bylfor borrower (line 220) 147,033.00 802. Less reductions in amount due seller (line 520) 21,200.21
303. Cash ^X From ^ To Borrower 11,030.93 603. Cash ^X To ^ From Seller 128,220.12
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n11Nmw1 Praeln
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See attached addendum for additional information
Previous editions are obsolete Page 1 of 4 HUD-
'; B00}~.e1IlIIri4 ~ Weirn+wnn~cuun.~wnw w~u .:, -:.., ,.. .. _ .. •.., - _.. _ . _
00 (from GFE #1)
$670
801. Our odgination charge .
802 Your creditor charge (points) for the specific interest rate chosen $365.08 (from GFE #2)
.
803. Your adjusted origination charges (from GFE A) 1,035.08
804. Appraisal fea to Nationwide Pro d $400.00 POC Borrower (from GFE #3)
805. Credit report to Credit Lenders (from GFE #3) 15.90
806 Tax service to from GFE #3
(from GFE #3)
14.00
807. Flood certificetion to Nationwide Pro (from GFE #3) 200.00
808. Repair Inspection Fee to Nationwide Pro rt
(from GFE #3) 3,213.00
809. MIP (Financed) to HUD (from GFE #3) 0.45
rain uia r(:ash1 ro HUD
-, . .
GM*diGY.w.eiD ~.:«tl~,Miift~nAwr.M~t1e~:~Paid'Irl•/id1I8RCl.':- ~ - '" ':.:.. ~ _• ~' ~`~-~
903. Homeowner's insurance -for 1 ears to JP Woffe Insurance, Inc. pmm vr~ n ~ ~ r
gOq. months to from GFE #11
~1000~ ,:-. :,. " :~AtlrY"t0lrrfer „
1001. Irntial deposit for your escrow account .. ...:: .. :.. _ :':
(from GFE #9) 613.42
1002. Hort~owner's insurance 2 months $ 30.171month $60.34
1003. Mortgage Insurance months $ 64.981month $0•~
1004. City Property Tax months $ O.OOlmonth $0.00
1005. Countv ProoerN Tax 5 months (a? $ 25.231month $126.15
O.OOlmonth
1101. Title services and lender's tNe insurance (from GFE #4) 250.00
1102. Settlement or closing fee to $
1103. Owners title insurance (from GFE #5) 1,098.75
1104. Lenders title insurance $225.00
1105. Lender's title policy limit $146,033.00
1106. Owners title policy limit $148,000.00
1107. AgenPs portion of the total title insurance premium $1,061.44
1108. Underwdter's portion of the total title insurance premium $262.31
1109.
1201. Government recording charges (from GFE #7) 148.00
1202• Deed $62.00 Mort a $86.00 Release $0.00
1203. Transfer taxes (from GFE #8) 1,480.00
1204. CitylCounty taxistamps Deed $1,480.00 Mort a $0.00
1205. StateTaxlstamps Deed $1,480.00 Mort a e$0.00 1,480.00
1206. Deed $0.00 Mort a $0.00
1207.
See attached addendum for additional information
Previous editions are obsolete Page 2 of 4 HUD-1
1
1400. Total Settlement Charges (enter on lines 103, Section J and 502, Sectio~i K) ~ r r
s7o.oo s7o.oo
365.08 365.08
1,035.08 1,035.D8
1,480.00 1,480.00
~i
V
~
~ _.
~!
~o
a l.~a ~
f
190.00 .
148.00
425.00 400.00
25.00 15.90
14.00 14.00
100.00 200.00
3,213.00 3,213.00
0.45 0.45
3,967.45 3,991.35
$ 23.90 pr 0.6024%
2,097,84 613.42
270.06 18.00
450.00 362.00
1,993.75 250.00
1,098.75
300.00
80.00
~ ....., rs....e
See attached addendum for additional information
Previous editions are obsolete Page 3 of 4 HUD-1
Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender.
HUD CERTIFICATION OF BUYEt2'AND SELLER
have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a We and accuratestatement of all receipts and
isbureemenU 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
/-
V V ~X~~.
_ois .Taylor Estate
?7-&290723
The HUD-1 Settlement Statement which I have prepared is a true and accurate account ofthis transaction. I have caused or will caGsa the funds to be
di ursed in accordance wtth this statement.
SETT EMENT AGENT
d lb
DATE
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FARM PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION'1010.
See attached addendum for additional information
Previous editions are obsolete Page 4 of 4 HUD-1
SCHEDULE
«E~~
'METRO
BANK
3801 Paxton Street
Harrisburg • PA • 17111
mymetrobank.com
888.937.0004
Griffie & Associates
Attn: Bradley L. Griffie
200 N Hanover St
Carlisle, PA 17013
RE: Estate of: Lois. G. Taylor
Tax Identification Number: 220-24-1695
Date of Death: October 16, 2009
To Whom It May Concern:
November 23, 2009
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 513392613
Date Opened: December 20, 2001
Primary Owner: Lois G. Taylor
Date of Death Balance: $1,894.75
Account Type: Checking
Account Number: 537636748
Date Opened: December 20, 2006
.Primary Owner: Lois G. Taylor
Date of Death Balance: $21.48
Please feel free to contact me at (717) 412-6105 if I may be of further assistance.
Sincerely,
~~~J~~~~
Cindy Shultz
Support AssociatelDeposit Services
Metro Bank;
Ra~VE'S AITCTION SER,~ICE (RH 79L)
Bill Rowe (AU 1538L) 2505 Ritner Highway Carlisle, PA 17015
249-1978 697-4794 249-2677 Dave Rowe (AU 2295L)
Auction Is Action Call "Rowe" For Satisfaction
SELLERS NAME
ADDRESS
OTHER
~~ v
AUCTION DATE/LOCATION
DESCRIPTION OF MERCHANDISE
DATE ~~"' ~
PHONE -
AUCTIONEER
CLERK
1 (;ommission the Auctioneers to sell the merchandise to the highest bidder by Public Ac`~ton. Merchandise
to be sold as is & grouped as necessary to obtain.bids..,I:,eextiiwy~that>:I.~a~n~the~~owner or~t~~hor-ized represerl=~~~
tat~v~e~' ~t]~e~;rnercham~iise,xgao~ls and or.°~propertyanci have good title and the right to sell and that they are free
from incunibiances. I agree to accept all responsibility for providing merchantable title and for deliver
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to on
this agreement. ,
~.~'
_~
AU T IGNATURE SELLERS S GNATURE
Total Sales (Clerking Tickets Attached) $ ~.~ ~~ ~ -
Less Sale Expense: _
~ ~
--~ % Commission Auctioneer $ ~ ~ b --`''
% Commission Clerks $
OTHER:
TOTAL SALE EXPENSE DEDUCTED $
SELLERS NET $ ~ S~~i s'" ~T
MetLife and Affiliates
TCA Administration
PO Box 6511
Utica, NY 13504-6511
]-800-638-7283
October 27, 2010
Griffie & Associates
Att: Bradley L. Griffie
200 N. Hanover Street
Carlisle, PA 17013
Re: Total Control Account # 4460060772-- LOTS G TAYLOR
Metropolitan Life Insurance Company
Dear Mr. Griffie,
MetLife
In response to your request for the date of death balance, the date of death balance is $10,123.77
which includes interest of $13.28.
Tlus is a Total Control Settlement Option Account.
If you have any questions or require further assistance, please call our TCA Customer Service
department at (800-638-7283) Monday through Friday S:OOa.m. through 6:00 p.In. Eastern Time.
Sincerely,
TCA Administration Services
Note: Metropolitan Life Insurance Company provides administrative services for Total Control Accounts issued by its aff ]fates.
tca.0052.rev.01
MetLife and Affiliates
TCA Administration
PO Box 65l ]
Utica, NY 1 3 504-65 1 1
1-500-63 8-7283
November 22, 2010
BRADLEY L. GRIFFIE
200 N. HANOVER ST.
CARLISLE, PA 17013
Re: Total Control Account # 4052386988
Metropolitan Life Insurance Company
Dear Mr. Griffie,
The Date of Death Balance as of October 16, 2009 was $7295.66.
MetLife
If you have any questions or require further assistance, please call our TCA Customer Service
department at (800-638-7283) Monday through Friday B:OOa.m. through 6:00 p.m. Eastern Time.
Sincerely,
TCA Administration Services
Note: Metropolitan Life Insurance Company provides administrative services for Total Control Accounts issued by its affiliates.
tca.0052.rev.01
A. Settlement Statement (HUD-1) OMB Approval No. 2502-0265
FINAL
1. ~ FHA 2, Q RHS 3. Q Cam. Unins. 6. File Number: 7. Loan Number. 8. Mortgage Insurance Casa Number:
2010.29X:REFJ(
4. ^ VA 5. ~ Conv. Ins.
C. Nda: This form is famished to give you a statement of actual sehbmaM casts. Anauds paid to and M the aetllement ageda aro shown same marked
'(p.o.c)' were paid aubide the dosi
th
ng
ey are dawn hem for infommlional purposes and aro nd inokaMd b the tdats.
D. Name 8 Address of Borrower. E. Name 8 Address of Seller: F. Name & Address of Lender:
Jason CreeJc Lds G Taybr Estate
207 Lefava Ibad,
NewvlNe, PA 17241 370 Greane
ir
Reed
N
iN Fainters & FAlaitanb Trust
~mPenY
p
5
,
ewv
e, PA 17241 20 South Mein Strad, P.O. Box 6010,
Cttamberstkug, PA 17201
G. Property Locatiorc H. Settlement Agent: I. Settlement DMe: 08r3012010
370 Geenspmg Noel O'Brien, Back 8 Stlterer
NeavNle, PA 17241 Disbumement Dale: 09r3Ur2010
Place of Se6lement
19 West Soutlt SIreM, Garish, PA 17013 TitleExpress
Phnie:717-2495873 Fax: 717-2495/55
.r .
• ~: ` ~
101. ConhaG sales pdce 'd/Tmou~IGf7ilto}8~9uip'1.t"y.iESli_A~i~.{4r~.t `~i`e~i~f~KA' `E!al~i
148,0 401. Conhad sales price 148
000
102. Personal .
.
402
Personal
103. Settlartwil charges b hortower line 1400)
1a. 8,643.60 .
403.
1os 4a.
. ~
Ad for Ibrs d abler b advance
106
t:h
lb
t uMmsb for hens seller in adsraa
.
y
ast
ams b 406. GtyAotm Axes b
107. Caehy tams 09lJ0/1I110 b 12131!1010 77.13 407, County tams 09/JMp10 b 12/31!1010
tOB. AssessmeriN b
408. Assessments 77.13
109. Sdtod Tint OB/342010 b O6/JN2011
110.
1,343.20 ro
409. Scholl Tax 09lJ012010 b 06rJ0/1011
1,343.20
111. 410.
411.
712. 412
120. Gros Amount Dus hen Borrower 156,063A3 420. ~~Amount DUe to liehp
---- ~.
aI1F~BC110111aAni`.4',.~'xu4 "~+kyC.4ib~~ -
4
~ - - ~ -
~ 149 42D.33
~
201. ar earrlBat nbrtey 1 ~
B~=lxY
501. Emess tteposit lase inshtttdiiaa) .. ~
~.~; a ~t'tx s.: z z x:
202. Pdrtdpal atmurd of crew banle) 146,033.00 502. Seltlentertt charge b seller (Bne 1400)
T03. s taken b
ZW.
503. Ezie s taken b 21,200.21
ZaS. 504. Paydfoffastnarlgage loan.....
~. 505. Payoff of aecortd nangaga ben
207. ~.
208. 507.
~. ~.
210. br hems un eeha
~~ tease b 509.
Ad nb br gams un saher
211. County 187ts b 510. ChyAosm (axes b
212. Aasexroras b - 511. Canty tees b
213. 512. Aasesernentg
b
214 513.
514
215. .
216 515.
516
217 .
21d 517.
219. 518.
~• Tottl Pak r
~~
147,033.00 519.
520. TdN Badudlon A
mount Dtm Suter
y 21,200.21
301. Gans amatxh due hom tartorrer line 120) 158,063.93 . . ~ .. : ~ `:" /°
601. Gros9 enfant due to seller line 420) ~*'4~ ~„
302 Less amaude pdd byRar borrower
~e ~)
147,033.00
802. Lase raduclions b amwml due aetler l~ 520 149 420.33
3W. Crh X Fran
^ T
B )
21,200.21
o
orrower 11,030.83 603. Cash QX To ~ From Sehar 126
220
1
rY...Y.. ...wvww~.r+r. ,. ,
.
2
~~+Yy~i~r'r ~YI~ ~rY M~iW~iwYYYfWM YYmielrt.tlYYYeY.Yl~eYw.Y~w~IyW.WYiYpanlYYwrY.wy„•
pYYi Y-Y YPy llu C+sYYea0bYr-Y. MM Y-vYYr MY~wRwW ~1Yt~,.~is.~~~
mWi-NrYa iMe_ r~-~M~`rn,-w.rt.MhnwaN..MwY.enYYI,Yy~Y1Mh~YfwYS.~Ya,r4 barrwe-rr.s~M~w1M~+Yr.sMl.~,nn.M
.~M~.b Ywb„swy OY/p aW i 1fY,r Tr~]Miw))a~LFwb Mef.r-,+Yr~rYraYeY.r+r. Yf-rri+~f./snewe.A~YwbM~,Ytrw, rlYrFabtlMlwaw.l
rrrYr.r.rY..reurn.+i.rr.Fn iwerra+r+rrw~wr+rW Y.rymr.eYgvYweCe,lo„rr.
TM'-azi----I-~G3_-- aauaw apw~tunewt r .
See attached addendum for additional information
Prevbus edmons are obsolete Page 1 of 4
HUD-
9,075.00
• 704. &oka Fee b Pnrdaaal Haniesale Services Gra
rp
19500
9.onT&.. - ~;e~-::... "~ z.'.., ~`. ~k ,.. ..::t•Tn.~t-t. :'~;~ .a5+r~~"vR -r~~~.....~-. rz_..,,.:
.801. Ouradginetlmdtarge ;~::.. .~ ~.,
5670.00 (from GFE 11)
802. Your neat a drarge (ponls) (a the specific inlereat rMe drmen
(IB
.
Gram GFE n)
803. Your adjusted adg'uwion dwrges
(from GFE A 1,035.08
804. Appraisal fee
to NaBonxide 5400.00 POC (trap GFE 13)
' CredM read
to Crest Leaders (kom GFE 13) 15.90
806
Tax service
.
b from GFE 13
807. Fbod rcr8ficatlan b Natbnwkle P (from GFE 13 14
00
)
.
BOB. Repair Irupadim Fee b Naianwide (from GFE 93
)
I Fpunad) b HUO (from GFE #3
3.21.00
810. MIP Cash
b HUD (ham GFE iJ) 0.45
,90D$YMNYri :.... `-'dxetdM":PddlnrAaruiteig .~, ... ,:
~
1. Da4y interest ahagea from Iran 10 b 10A1 10 ~ 518 1/daY { (hen FE 110)
~ 78
00~~
.
902. Mortgage Im. Pnmarm fa months b
((ran GFE p)
Haneowne/s insuraae (a 1
ears to JP Wage Yrsurance, tle. (from FE 111) 362
OD
.
~~ nrantlrs b ran GFE 111
.....::
esaow axainl
:.- , : ~:: ;
,.
~.:::.: w:~ ~~:;.
(from GFE 19) 813
42
1
s .
montlis S 64.
98Mbnlh i0 00
~~
~
~
1004. q
Properly months i O.OOhrronih 50.00
h,
1005' PmpertY ax 5 monNs S 25.23hmrlh 128.15
1006. Aseesarrlerys
manBts S O.OOhrbMh 50.00
1 ' Sdad ax 3 montlrs 149.11MronMr 7
1 . Aggregere Adjust ~ L .40
....
' o .;.,R, ~'1 , .v. s _ .., F. 1;C ' :5.r?.ay ..`ri`d a(~zi srr:
1101. Titlesavitas IerrdelsBtleinwrance ,•..*, .~.•
-:-'~~
~
~
:'~- :`
(hanGFE/4
i t . Seltlertrertt a aoswrg tee b E > yqp .
1103. Ovnrar's tltle inaurarre
(ham GFE 15)
1704. I.errdet's tllb'ursaarrce 1,098.75
5225.00
1105. Cordate tltle palby tlrNt N48,033.00
1108. Owrrals tllb policy NtNt 5148,000.00
1107. Agmfs padbn d Bre bfal tltle insumnce premium 57
061
44
,
.
1108. Urrdewtlels partbn of the totM tllle insurance premium 5262.31
1108.
~4200ifGoJvemai[R'iedraYr' .: Trirr6t ~,,:. . .,;:' .;
; , µ
7201. Garerarent recarang s
~ w
' .
(hen GFE 17) 148.00
1202. Deed 562.00 588.00 Release 50
00
.
1203. Trannfertases
00 Ihan GFE 18)
7~' CiryfCaunfy Deed S1
4B0
50
00 ,..1.480.00
,
.
.
1205. Stye Taxhterps
~d 51480.00 50
00
.
7206.
D 1,480.00
eed 50.00 Mat 50.00
1207.
1301.ReWaedsevlcestlelYaucanshapta ~ .r ~ , '. -_s ..,..;:M ~~fr';u~'B',5 wl#t?n'~'~ _,.5~'s>°~:,x't
1302. aX Cetlficatlon Fee (from GFE tb7
b D
l
R
ar
ene
tlman
1303. 10 County Tezes
b Darlene Pitlman
Tau Cdleaa
5'
,
1304. 2(110.11 Sand Taxes b pyres Pinman, Taz Co4eaa
1 . Water eY b BIS Hans 517B9.3D POC Seder 302.71
7 . hVredlarrce ax to Boric Schere 45.
1307. Fumacegealirrg b 10,192.
l 100.
n
681360
21,20011
See attached addendum for additional Information
Previous editions are obsdete Page 2 of 4
HUD-1
2•~•~ 613.42
270.06 18.66
450.00 362.D0
1,993.75 250.00
1,098.75
300.
80.00
Note: If you have any questlons bout the Settlert~ent Cha u
rges and Loan Terms fisted on this form, please contact your lender.
See attached addendum for additional information
Previous edlUons are obsok[e
Page o 4
HUDl
t3~ its Y(I I i I I I~
s7o.a0 s7o.o0
365.06 36s.o6
to3s.oe to3s.06
1,480.00 1,480.00
HUD CERTIFICATION OF BUYER-AND SELLER
nave cere/uly reviewed Ne HU61 Stttkment Statement eM to the best of my knaMedge and 6elbf, N u a tore and accurate atatemenl of aN receipts and
iaburanrrrenb made an my account or Dy me d Nk transedioa 1 further tardy that I have received a copy of the HUQi Settlement Stahmenl
r ~U
;i~~~~~~ ~xEc
..ds .Taylor Fatale -
_n-szso~z~
The HU61 SetlMmenl Statement adllcll I have prepared Is a tore entl accurate account oFihis DsnaacDon I have wueed or wi0 cruse the fords to be
d ursed In aaodance wiN NN statement
SETT MENT AGENT U ~b
DATE
WARNING IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNRED STATES ON THIS OR ANY SIMILAR FORM PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMRISONMENT. FOR DETAILS SEE TITLE 19: U.S. CODE SECTION 1001 ANO SECTION~1010.
See attached addendum for additional Information
Previous editions are obsolete Page 4 of 4
HUD-1
SCHEDULE
«F»
St
MEMBERS 1St
PEDERAL CREDIT UNION
SAVINGS ACCOUNT:
Account NumberlSuffix 26383-00
Date Account Established 02/19/1981
Principal Balance at Date of Death $214.80
Accrued Interest to Date of Death $.04
Total Principal and Accrued Interest $214.84
Name of Joint Owner John Taylor
Date Joint Ownership Established 04/29/1996
HOLIDAY CLUB ACCOUNT:
Account Number/Suffix 26383-02
Date Account Established 12/05/2008
Principal Balance at Date of Death $.00
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $.00
Name of Joint Owner John Taylor
Date Joint Ownership Established 04/29/1996
IRA SAVINGS ACCOUNT:
Account Number/Suffix 26383-10 26383-12
Date Account Established 01 /06/1984 01 /07/2000
Principal Balance at Date of Death $.00 $.00
Accrued Interest to Date of Death $.00 $.00
Total Principal and Accrued Interest $.00 $.00
Name of Beneficiary Linda G. Luetkemeyer 20% Linda G. Luetkemeyer 20%
John I. Taylor 20% John I. Taylor 20%
Joanne Taylor 20% Joanne Taylor 20%
Susan M. Taylor 20% Susan M. Taylor 20%
Betsy Kay Taylor 20% Betsy Kay Taylor 20%
IRA CERTIFICATES:
Account Number/Suffix 26383-26 26383-27
Date Account Established 05/04/2009 05/04/2009
Principal Balance at Date of Death $5,930.57 $10,536.16
Accrued Interest to Date of Death $5.56 $9.87
Total Principal and Accrued Interest $5,936.13 $10,546.03
Name of Beneficiary Linda G. Luetkemeyer 20% Linda G. Luetkemeyer 20%
John I. Taylor 20% John 1. Taylor 20%
Joanne Taylor 20% Joanne Taylor 20%
Susan M. Taylor 20% Susan M. Taylor 20%
Betsy Kay Taylor 20% Betsy Kay Taylor 20%
~nnn T n„icP T7rivP P(~_ Rix 40 Mechanicsbure. Pennsvlvania 17055 (800) 283-2328 wwvv.memberslst.orl;
VISA ACCOUNT:
Account Number
Date Account Established
Balance on Date of Death
Joint Cardholder
LOAN ACCOUNT:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Loan Type
Interest Rate
Name of Co-Borrower
4633660000009536
02/24/1999
$4,271.69
None
26383-03*
12/20/1991
$85.07
Personal Service Loan/Contractual Pledge of Shares
11.00%
None
*Loan does not have credit life insurance.
LOAN ACCOUNT:
Account Number/Suffix 26383-09*
Date Loan Established 03/01/2007
Principal Balance at Date of Death $5,568.54
Loan Type Unsecured Loan/Contractual Pledge of Shares
Interest Rate 9.44%
Name of Co-Borrower None
'Loan does not have credit life insurance.
E BERS 15~X..v`~R~ Cfjt`~'~NIOt/ N
anielle A."Kline Q/'Q~ ~r
Insurance Services Specialist
November 4, 2009
Estate of: LOIS TAYLOR
Date of Death: 10/16/2009
Social Security Number: 220-24-1695
St
MEMBERS 1St
PEDERAL CREDIT UNION
PRIMARY OWNER:
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CHECKING~-CCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Estate of: LOTS TAYLOR
Date of Death: 10/16/2009
Social Security Number: 220-24-1695
Justin Yuda Talia Howard
53333-00
08/09/1978
$25.67
$.00
$25.67
Lois Taylor
08/09/1978
53333-11
04/24/2003
$54.11
$.00
$54.11
Lois Taylor
04/24/2003
210608-00
10/25/2001
$306.08
$.06
$306.14
Lois Taylor
10/25/2001
EMBERS 1ST FEDERAL REDIT UNION
Danielle A. Kline
Insurance Services Specialist
November 4, 2009
Snnn T.nnice T~r;ve P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
St
MEMBERS 1St
PEDERALCREDIT UNION
PRIMARY OWNER:
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Estate of: LOTS TAYLOR
Date of Death: 10/16/2009
Social Security Number: 220-24-1695
Susan Taylor Linda Taylor
59390-00
04/29/1986
$108.99
$.02
$109.01
Lois Taylor
04!29/1986
30466-00
05/03/1982
$95.88
$.02
$95.90
Lois Taylor
05/03/1982
BERS 1ST FED(~RAL C EDIT UNION
~N . ~_
Danielle A. Kline
Insurance Services Specialist
November 4, 2009
~nnn r .,,,;~P r~,-;,~P PC~_ Rc,x 40 Mechanicsburg. Pennsylvania 17055 (800) 283-2328 wwwmelnberslst.org
. ~;'~a IIIli0l~lflll~~l1G
PARCEL NO. 02-20-1800-190
This Deed
~.
MADE THE % ~"~' day of f-~~b,(,it~e.~i.c/ in the year of our Lord two thousand
and nine {2009).
BETWEEN LOIS G. TAYLOR, single woman, of Cumberland County, Pennsylvania,
Grantor herein,
A
N
D
JUSTIN O. YUDA, single man, of Cumberland County, Pennsylvania, Grantee herein.
WITNESSETH, that in consideration of UNE AND XX/100 ($1.00) Dollar, in hand paid,
the receipt whereof is hereby acknowledged, the said grantor does hereby grant and
convey to the said grantee, his heirs and assigns, aone-tenth (1/10) fee simple interest
within the following tract:
ALL THAT CERTAIN tract of land with improvements thereon erected, situate in the
First Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and
described as follows:
ON the North by an alley; on the East by land now or formerly of Annie E. Strickler; on
the South by Elm Street and on the West by land now or formerly of Edgar E. Heckman.
CONTAINING 22 feet in front of Elm Street; extending 150 feet, more or less, in depth
to the alley in the rear; and being improved with atwo-story frame dwelling house known
as No. 131 Elrn Street.
BEING the same premises which Lois G. Taylor, Administratrix of the Estate of Joanne
Taylor, by deed dated the 23`d day of October, 2006, and recorded in the Office of the
Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book 277, Page
1465, granted and conveyed unto LOTS G. TAYLOR, GRANTOR herein.
ALSO BEING the same premises which Lois G. Taylor, by deed dated the 1'` day of
October, 2008, and recorded in the Office of the Recorder of Deeds in and for
Cumberland County, Pennsylvania, at Instrument Number 200833708, granted and
conveyed unto Justin O. Yuda a one-tenth {1/10) fee simple interest of the within tract,
thus, making his total interest in the within tract with this transfer atwo-tenths (2/10) or
one-fifth (1/5) interest.
n~i~si2m ~ 32548 PM CUMBERLAND COUNTY Inst.# 200904752 -Page 1 of
And the said grantor herehy covenants and agrees that she will warrant specially
the property hereby conveyed.
The within conveyance is between grandparent and grandchild and, therefore,
exempt from realty transfer tax.
IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the
day and year first above written.
Signed, Sealed and Delivered
in the Presence of
Commonwealth of Pennsylvania
County of'Cumberland
SS.
~~f/ (SEAL)
L IS G. ~ AYLOR
On this, the / ~ ~ day of ~,CL~.C~~ , 2009, before me, the undersigned
o~cer, personally appeured Lois G. Taylor, known to me (or satisfactorily proven) to be
the person whose name is subscribed tv the within instrument, and acknowledged that she
executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and o~cial seal.
. MOwHlt~yt ~~~ '
RO~Ni J. WtER
NOfary rubec
CA#tlNlE ~OR'OtIGM, Clomp
Mjr CoRNniulorl Expir~t Apr 17, ~Ol l
I do hereby certify that the precise residence and complete post once address of
the within named grantee is 370 Greenspring Road, Newville, Pennsylvania, 17241.
ttorney for ~ ~,..'(a r
N.T•S
n~i~Rron~ ~ ~~~~ as PM CUMBERLAND COUNTY Inst.# 200904752 -Page 2 of
ROBERT P. ZIEGLER
RECORDER OF DEEDS
CUMBERLAND COUNTY
1 COURTHOUSE SQUARE
CARLISLE, PA 17013
717-240-6370
Instrument Number - 200904752
Recorded On 2/20/2009 At 11:50:23 AM
* Instrument Type -DEED
Invoice Number - 37581 User ID - KW
* Grantor -TAYLOR, LOIS G
* Grantee - YUDA, JUSTIN O
* Customer - GRIFFIE
* FEES
STATE WRIT TAX
STATE JCS/ACCESS TO
JUSTICE
RECORDING FEES -
RECORDER OF DEEDS
PARCEL CERTIFICATION
FEES
AFFORDABLE HOUSING
COUNTY ARCHIVES FEE
ROD ARCHIVES FEE
CARLISLE AREA SCHOOL
DISTRICT
CARLISLE BOROUGH
TOTAL PAID
$0.50
$10.00
$11.50
$10.00
$11.50
$2.00
$s.oa
$0.00
$0.00
$48.50
Certification Page
DO NOT DETACH
This page is now part
of this legal document.
I Certify this to be recorded
in Cumberland County PA
f cv,M
s
e,,
R~ RECORDER O ' D EUS
~ y;
t~ao
* - fnformation denoted by an asterisk may change during
the verification process and may not be reflected on this page.
IIIIYIVIIIIV~iIVUIIIN
* Total Pages - 3
n, i, ai~n„ 1~94dA PEA CUMBERLAND COUNTY Inst.# 200904752 -Pape 3 of
,~~ Prudenti~.l
December 16, 2010
RE: 131 Elm Street, Carlisle Market Evaluation
To Whom It May Concern:
Homesale Services Group
8 Brookwood Ave., Suite A, Carlisle, PA 17015
Office 717 245-2100 Fax 717 245-0683
www.PrudentialHomesale.com
As a licensed Real Estate Associate Broker/Appraiser in the state of Pennsylvania and
having 30 years of activ serv e in the real estate industry, it is my opinion based upon
my inspection of the abov roperty that the value as of December 16,2010 is $89,900.
Should $ou have
~/
L.
Jr.;
feel free to contact me at my office.
The Region's #1 Provider of Real Estate, Mortgage, Settlement and Insurance Services
Homesale Lending, LLC •Homesale Settlement Services •.Homesale Insurance Services • Prudential Homesale Services Group
SCHEDULE
«G~~
John Hancock Life Insurance Company (U.S.A.)
John Hancock Annuities Service Center
164 Corporate Drive, Portsmouth, NH 03801-6815
Mailing Address: PO Box 9505, Portsmouth, NH 03802-9505
(B00) 3441029
www.Jhannuities.com
October 12, 2010
Grime and Associates
Attn: Bradley Griffie
200 North Hanover St
Carlisle, PA 17013
Dear Mr. Griffie:
Re: CONTRACT/CERTIFICATE # 2697597
the future is yours
This letter is in response to the inquiry recently submitted for the annuity contract referenced above. The date of
death value as of 10-16-2009 was $21,149.62.
If you have any questions or concerns about this letter, please call us at 877-543-2363. Our Claims Service
Representatives are available on weekdays from 9:00 a.m. to 5:00 p.m. EST.
Sincerely,
John Hancock Annuities
Lite insurance annuities, including group anrwiGes, are products issued by John Hancock Life Insurance Company (U.S.A.)', Bloomfield Hills, MI 'nat licensed in New York
John Hancock Life Insurance Company (U.S.A.)
John Hancock Annuities Service Center
164 Corporate Drive, Portsmouth, NH 03801-6815
Mailing Address: PO Box 9505, Portsmouth, NH 03802-9505
(800) 344-1029
www.jhannuities.com
October 12, 2010
Griffie & Associates
Attn: Bradley Griffie
200 North Hanover St
Carlisle, PA 17013
Dear Mr. Griffie:
Re: CONTRACT/CERTIFICATE # 2697142
.the future is yours
This letter is in response to the inquiry recently submitted for the annuity contract referenced above. The date of
death value as of 10-16-2009 was $15,396.52.
If you have any questions or concerns about this letter, please call us at 877-543-2363. Our Claims Service
Representatives are available on weekdays from 9:00 a.m. to 5:00 p.m. EST.
Sincerely,
John Hancock Annuities
Life insurance annuities, inGuding group annuities, are products issued by John Hancock IJfe Insurance Company (U.S.A.)', Bloomfield Hills, MI "not licensed in New York
On Your Side'
November 9, 2009
Griffie Associates
200 N. Hanover St.
Carlisle, PA 17013
RE: Nationwide Annuity Contract Number:
Contract Owner/Annuitant:
01-5503212
Lois G. Taylor
To Whom It May Concern:
Nationwide Financial
P.O. Box 182021
Columbus, OH 43218-2021
www.nationwide.com
Please extend our condolences to the family of Lois G. Taylor. This communication is confirming the
Contract Value and Death Benefit Value as of October 16, 2009 for the above referenced annuity
contract as requested.
Please accept this letter as confirmation the Contract Value for annuity contract number 01-5503212 as
of October 16, 2009 was $6,065.14; the Death Benefit Value at this time was $7,610.86.
We're here if you need us. Please contact us at 1-800-848-6331, Monday through Friday, 8:00 a.m. to
8:00 p.m. Eastern Time should you have any additional questions or concerns.
Best regards,
Service Management
Nationwide Financial
AG
45(17 IvoreF. Fmnr Svecc
Suice 201
Hacrsiburg, PA 17110
gel 7t7 255 6666
Fax 717 255 6651
cull frcc AOD 676 0673
MorganStanley
SmithBarney
Griffie and Associates
200 North Hanover Street
Carlisle, PA 17013
December 15, 2010
Dear Mr. Griffe,
The value of account number 410-014313-140, Lois Taylor, IRA, as of October 19, 2009
was $6832.24.
Sincerely,
Kathleen,+Benef el
Sr Client Service Associate
TOTAL P.01
St
MEMBERS 1st
AEDHRAL CREDIT UNION
Accou umber/Suffix 26383-00
Date Acco Established 02/19/1981
Principal Balan at Date of Death $214.80
Accrued Interest t ate of Death $.04
Total Principal and Ac ed Interest $214.84
Name of Joint Owner John Taylor
Date Joint Ownership Establi d 04/29/1996
HOLIDAY CLUB ACCOUNT:
Account Number/Suffix 26383-02
Date Account Established 12/05/2008
Principal Balance at Date of Death 00
Accrued Interest to Date of Death $.
Total Principal and Accrued Interest $.00
Name of Joint Owner John Tay
Date Joint Ownership Established 04/29/1996
IRA SAVINGS ACCOUNT: \
Account Number/Suffix 26383-10
Date Account Established 01!06/1984
Principal Balance at Date of Death $.00
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $.00
Name of Beneficiary Linda G. Luetkemeyer 20%
John I. Taylor 20%
Joanne Taylor 20%
Susan M. Taylor 20%
Betsy Kay Taylor 20%
26383-12
01 /07/2000
$.oo
$.00
Li G. Luetkemeyer 20%
John aylor 20%
Joanne for 20%
Susan M. Ta r 20%
Betsy Kay Tayl 20%
IRA CERTIFICATES:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Beneficiary
26383-26
05/04/2009
$5,930.57
$5.56
$5,936.13
Linda G. Luetkemeyer 20%
John I. Taylor 20%
Joanne Taylor 20%
Susan M. Taylor 20%
Betsy Kay Taylor 20%
26383-27
05/04/2009
$10,536.16
$9.87
$10,546.03
Linda G. Luetkemeyer 20%
John I. Taylor 20%
Joanne Taylor 20%
Susan M. Taylor 20%
Betsy Kay Taylor 20%
~nnn t ~,~,;~P T~,-;~P PC~_ Rnx 4O Mechanicsbure. Pennsylvania 17055 (8001 283-2328 wwwmelnberslst.oru
VISA ACCOUNT:
Account Number
Date Account Established
Balance on Date of Death
Joint Cardholder
LOAN ACCOUNT:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Loan Type
Interest Rate
Name of Co-Borrower
4833660000009536
02/24/1999
$4,271.69
None
26383-03*
12/20/1991
$85.07
Personal Service Loan/Contractual Pledge of Shares
11.00%
None
*Loan does not have credit life insurance.
LOAN ACCOUNT:
Account Number/Suffix 26383-09*
Date Loan Established 03/01/2007
Principal Balance at Date of Death $5,568.54
Loan Type Unsecured Loan/Contractual Pledge of Shares
Interest Rate 9.44%
Name of Co-Borrower None
*Loan does not have credit life insurance.
E BERS 1sT FEDE C E UNION
n ~ yP~
anielle A. Kline
Insurance Services Specialist
November 4, 2009
Estate of: LOTS TAYLOR
Date of Death: 10/1612009
Social Security Number: 220-24-1695
SCHEDULE
«H~~
OMB Approval No. 2502-0265
~•®•~ A. Settlement Statement (HUD-1) FINPy~
1, ^ FHA 2. ^ RHS 3. ^ Corn. Unins.
2
q. ^ VA 5. ^ Conv. Ins. 8. File Number:
010.291CREEK 7. Loan Number. 6. Mongage Insurance Case Number.
C. Nob: This form re famished to give you a ebtament of actual setllemeM costs. Amounts paid to and by the aet0ement agents aro shown Items made
ypo.c)' were peitl outsde the dosing; tMY are mown here for infortnalionel purposes ant era not included b Ne tools.
D. Name & Address of Bortovrer. E. Name 8 Address of Seller:
Jason Creels Lds G Taybr Estate
2071.efever Road, NewvlMa, PA 17241 370 Greenepdng Road, NewvlNe, PA 17241 F. Name & Address of Lender:
Famlas 8 A4endtartb Trust Company
20 South Mob Skeet, P.O. Bmt 6010,
Chanfbersburg, PA 17201
G. PropeAy Locatiorc H. Setllement Agent:
370 Greanapmg Rued O'&ien, Boric 8 SMerer I. Set0ement Date: 03130!2010
Disbursement Date: 09r30l2010
Nawvile, PA 17241 Place of Settlement:
19 West Soutlt Skeet, Calisle, PA 17D73
Plane: 717-2498873 Fax: 717-2495/55 7"tlleExpress
X101. CoNbdealesprice~. }9olrowa`~i~r ,~J7'>,3,=s+~,. ..?~:4;`<.... -
148.000.00 k'4i01~$"n~aeTXiold~lbus~3?SWN~~+,4.,f'.<.1:;:6~;ha`~~ I~Yc.{t ,F,t43`I"`''
4 1. CaMract sales price 148,000.00
102. Fdaonai 402. Personal
103. ShclentNil charges to borrower (6ne 1400) 8,843.60 403.
104. 404.
105. 405.
for loins Id seller in advance ~ Ad brtertb for Mema b ae8ar in edvanea
106. Clty/town bxes b 40G. CltyAawn faces b
107. Coucy faces 0913012010 b 121318010 77.13 407. County ~ 09(JM2010 b 12(J12010 77.13
106. Aseeserrialb b 40e. Assessments b
109. Shcod Tax 09lJ02010 b O6/J071011 1,343.20 409. Scholl Tax 09fJN1010 b 067,iIk2011 1,343.20
110. 410.
111. 411.
112. 412.
720• Gros AnuarM Dw hom Bmrovwr 158,063.93
11jOf11~0r10MIH"fr'viv~%J;Nc4+~ia.8Y8xi' {.S-ef+3R
~2D1. Dapfefl a aarrleat money 1 • 420. Gross Amount Dus to Seger 148,420.33
iWi'`F'r~n`E.". .:~-. fi ;
501. Excess depoed (see alskttgbns) _
202 Ptindpal amount d new loan(s) 146,033.00 502. Shclemmit chages b sayer (9ne 1400) 21,200.21
203, s taken su ' b 503. E ~ s taken b
201. . .5114. Payd(affiistmafgageban..
205. 505. Payo0 d second mMgege ban
206. 506.
207. 507.
ZO6. 506.
209. 509.
Ad for Nears un id b seller Ad'ummenb for Bmna un id aelbr
210. CNyAvwn leafs b 510. GtyAwvn taxes b -
211. Caumy laces b 511. County faces to
212. AasesamerW4 b ~ 512. Aseeasrtaafts to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 516.
219. 519.
228 Tobl Paid r Banowr 147,033.00 520. ToW Reductlon Amount Due Seller 21,200.21
,... .m -,w ._.... ....
.'~NQ1(raad10~80r1klaff„ ... .~,..
41`+t,< Y" -,~.
''r.WN4'L'+.drd^'.
301. Grins amount due tram borrower (i1e 1~1) 158,063.93 601. Grose amount due b eeNer (Wte 420) 149A20.33
302. L.eca amounb paid byMor korrower (Ww 220) 147,033.00 802. teas radfotlma h amount due ee6er (Fns 520) 21,200.21
303. Cash ^X From ^ To Borrotrwr 11,O.tOJ13 1103, Cash ^X To ^ Frmnl;a0er 128,220.12
...r"~"`"erw.~'....s'°"..w.H'++.°r".,'e'°"•.+'.ew~.,`"'°"r.....~a °e.a..:wF°°'~ ~r~,,.~rrY`~°'iE.c"'..,.er~...~"W wi'"...°-""0a.-`.`.o,.,...nn~...•aw°w.~........,
~ wMM w ~Oasa bbf atl-a 111•lentil!Hr~TY,Mrvs,r„em.Ab,/Oe.-wer.Yw,wrMwW...s,ew~RWa®n,r,Y~. p„v/~w-unolWra,r,
rvwYrYAl~-w, MW-MM,Y4.ItW.Y1MInrrye.nwllbY-,wYWm,Ar+gmrNWMyunr,+r.
iw_~r__,~r__ aeLLLMaIawlMlallpe: I
See attached addendum for additional information
Prevbus edtlbns are obsolete Page 1 of 4 HUD
_ dcnmiiefnt 'Zf10:asPoIfOM~s't
701. 50.00 m Pmden6a Fiatresae Services Grail ...
702. Sg O75A0 m PnxknBal Honbsae Services Group .. e
703. ComMsslon pad a 6ettlemem 9,075.00
. 701. Ordcer Fa m Prudanlia Harrreale Services Gmup
,. T axe
:a#o - •drvr: C •` ^Ytti ,
,
, 195.00
. df .vS~M1
'~i-+3~~^'- r4 ~u
(1ranGFEa1)
801. aiginatlmdrarge 1670.01)
802. Yar aedh a charge (poias)1or the spedfic iderest rate rduxsen 5365.08 (tram GFE a2)
803. Your arfjusled aiginabn charges (from GFE A) 1,035.08
804. Appraise ee m Natianwids P 5400.00 POC t3aroxrer (~^ GFE #3)
805. Credk report to Credit Lenders {hen GFE Ki)
15.90
805. Taz service m from GFE #3
807. Fmod ta8firatbn to Nallawdde Pro (kom GFE #3)
BOB. Repak mspeclim Fee m Nadomride (from GFE a3)
14.00
.OD
MIP (Finennd) m HUD Oran GFE
870. MIP Cash m HUD (hen GFE #3) 3,213.
0.45
,Y007AYl~ar! .......Iieeder~M:PildkrWrarutltir '': _,. ... ;.- . ;...~ .. :::' ,..,.e .
y
fiom 09130/1010 m 1OO1f1010 @ 518.00411day (~ GFE #10)
901. Oatly mlere6t drarges kom 18.00
902. tdortgage Ire. PremGrm to months m (ham GFE Ki)
903. Fiontaowrtefs hreurarrce fa 1 ears m JP Wo#e msaance hw;. (hen GFE #11)
362.00
gOq. nxxtlhs m fmm GFE 911
- - ~ a..
1001. hYtla deposit for your escrow axoatt (tram GFE a9) 613.42
1 . Fkn160'anBr6 trearellCe 2 rr1011Ns S 30.17hronfh 580.34
1003. MaAgage Irattrrartce months 5 64.9&rtmnm 50.00
1004. City Properly Tau months S O.OOhrmnlh 50.00
1 . CauMy Properly Taz 5 monhs 5 25.23hrgnlh 126.15
1005. Assesameds months 5 O.OOhrmmh SO.W
1 . Stlmd Tax months 149.11hrenlh 5447.33
1008. Aggregam AdjusUnart 5-20.40
T
krxlers dlb iretaance fran GFE #4)
1101. TBIe services 250.
it ladaahrgfee to 5
1103. Owner's t8b ireuarce (tmn GFE #5) 1,098.75
1104. LertOefs Btle insureroe 5225.00
1105. Larder6 title po0ry dMt 5146,033.00
110fi. Owrrars the potlcy tlral 5148,OOOA0
1107. Agenfs potion d the mtal tide Yisurartce premium 51,061.44
1106. lhrdanwtlers par8m d the mla dtle inaurarrce premnsn 5262.31
1109.
;.420aii'Gorimnrelfhrartlb wtdTfirrfw h•:.. -` ~ . ;.,.: §! . , ., :., : ~-. , - ~ .. , .~_,<_ - _. ,,
1201. GovemmeM racattlrg diarges (from GFE #7) 148.00
1202. Deed SGL00 586.00 Release SO.OD
1203. Trernfertaxes (tram GFE #8) '.1.480.00
1204. cay~caa,n ~~ t>aed st4eooB SD.oo
1205. Stae Tazlaanrps peed 51,480.00 50.00 1,480.00
1206. De~150.W 50.00
1207.
1301. Required services tlrel you ran ahoy fa (from GFE )
1302. Tax CeNBcetlan Fee m Darlene Raman 5.
1303. 7010 Carey Tmro m Darlene Rdnran, Tax Collecla 302.71
1304. 2010.11 Taxes m Dadene Rtlman, Taz Colleaa 51,789.30 POC Sell
13~. Wa~Test m 015 Flare I 45.
1 . IareBarce ax Fsaow m Boric Sdierer 10,19
1307. Pomace Geaang m 100.
s r r 8;843:60 21,20021
See attached addendum for additional Information
Previous editions are obsolete Page 2 of 4 HU0.1
s7o.DO s7o.aD
3ss.o5 35s.oe
t,o35.05 t,o3s.o5
1,450.00 1,450.00
2,097.84 t3.42
27D.08 18.00
45D.00 352.00
1,993.75 250.00
L .75
300.110
811.00
Loan Tarma
3t46,D33.00
30 years
4.5000%
180491 includes
^J( Pondpal
LJ Inbred
^X ~19e9e Insurance
X^ No. ^ Yes, 8 can rise b a maximum d X. The4Ms1 dwnge
w016e m / 1 and can dumge again every yeas alter I I . Every drenge
dab, your imereat rate can inaease or decease by X. Ova the fie d the loan, your
interest bb is guaanbed b never he bwa than % or higMr tlub %.
^X t4o. ^ Yes, q wn dse b a rrbxinaan d S
^X No. ^ Yes, 0re fist Increae can bean I I and dre monthly
amount ovwd ran rise b 1
Themadmun5caneverreebisS
Na U Yes,1~ maxim P~Y~t P~~Y is i
No. ^ Yes, you have a balloon payment d; due in
ears on 1 1
LJ You do rat have a manWy esaow payment far tlems, suds as~propedy lazes
end horrbowrbr's insurance. You must pay tlbae ilane dirfldly yeiase5.
^X Yau have an ad6lional marBYy espow payment d 520457
the result b a trial in8ial monthy arount owed d St,ll(19.42. Tlib bcM,des prwrdpa< Interest,
mortg~e hrswarx;e and any tlems dbckad below
^X Property taxes ^JC liortbovmera Insurarrz
^ i=bod'msurarca ^
Note: K you have any questlons about the Settlement Charges and Loan Terms listed on this form, please cooled your lender.
See attached addendum for additional information
Previous editions are obsolete Page 3 0 4 HUD-i
HUD CERTIflCATION OF BUYER~AND SELLER
hew nrotu0y reviewee the HU0.1 Sattkmenl Statement amt to the beat of my knowktlge and UakM, d r e foes a~ aecuraleatalemenl of a9 receipts amt
iabureemoMS made on my account or by me in this tranaadkA I lutlher celOfY that 1 haw nacaiwd a copy o(tM HU0.1 Settlement Statement
U
pis . Taybr Fie
?75290723
The HU0.1 SatllemsM Statement whkh I haw prepared re s true and accurate accaiM of Ihb trenaaUion I have ceuaed or wt0 cause the footle to oe
d taetl ut aaoMance with this statement
-~-d 1b
SETT Mf3dT AGENT DATE
WARNING R IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNRED STATES ON THIS OR ANY SHAILAR FORM PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMRISONMEM. FOR DETAILS SEE TRLE 18: U.S. CODE SECTION 1001 AND SECTION 1010.
See attached addendum for additional Information
Previous editions are obsolete Page 4 of 4 HU0.1
~ (RH 79L)
R,OV~E S AUCTION SERVICE
2505 Ritner Highway Carlisle, PA 17015
Bill Rowe (AU 1538L) 249-1978 697-4794 249-2677 Dave Rowe (AU 2295L)
Auction Is Action Call "Rowe" ~'or Satisfaction
SELLER:
ADDRES
OTHER
AUCTION DATE/LOCATION
DATE ~ ~
PHONE
AUCTIONEER % ~_
CLERK %
~ DESCRIPTION OF MERCHANDISE
s~ t ~.~
.~.,--~.
I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids.,I, certify-ahaa ~I ~am:~bhe=owner or anChorized represen~"':`-
tati==ve.of .~~he merchandise,<goods and or progeny and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this a~greefm~ent.
AU T IGNATURE ~ ~ SELLERS S GNATURE
Total Sales (Clerking Tickets Attached) $ ~.~
Less Sale Expense:
~ S
~:~ % Commission Auctioneer $ ~ ~ b `~`~~
% Commission Clerks $
OTHER:
TOTAL SALE EXPENSE DEDUCTED $
_.--
SELLERS NET $ ~-f S °i' s ~~
MEMBERS 1St
AEDBRAL CREDIT UNION
Ac unt NumbedSuffix 26383-00
Date ccount Established 02/19/1981
Princip glance at Date of Death $214.80
Accrued I rest to Date of Death $.04
Total Princip and Accrued Interest $214.84
Name of Joint ner John Taylor ,
Date Joint Owner ip Established 04/29/1996
HOLIDAY CLUB ACC NT:
Account Number/Suffix 26383-02
Date Account Established 12/05/2008
Principal Balance at Date of De h $.00
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $.00
Name of Joint Owner John Taylor
Date Joint Ownership Established 04/29/1996
IRA SAVINGS ACCOUNT:
Account Number/Suffix 383-10 26383-12
Date Account Established 01 6/1984 01/07/2000
Principal Balance at Date of Death $.00 $.00
Accrued Interest to Date of Death $.OD $.00
Total Principal and Accrued Interest $.00 $.00
Name of Beneficiary Linda G. Lue Byer 20% Linda G. Luetkemeyer 20%
John I. Taylor 20 John I. Taylor 20%
Joanne Taylor 20% Joanne Taylor 20%
Susan M. Taylor 20% Susan M. Taylor 20%
Betsy Kay Taylor 20% Betsy Kay Taylor 20%
IRA CERTIFICATES:
Account Number/Suffix 26383-26 26383-27
Date Account Established 05/04/2009 05/04/2009
Principal Balance at Date of Death $5,930.57 0,53E.16
Accrued Interest to Date of Death $5.56 $9.
Total Principal and Accrued Interest $5,936.13 $10,5 3
Name of Beneficiary Linda G. Luetkemeyer 20% Linda G. L tkemeyer 20%
John I. Taylor 20% John I. Taylo
Joanne Taylor 20% Joanne Taylor 2
Susan M. Taylor 20% Susan M. Taylor 20
Betsy Kay Taylor 20% Betsy Kay Taylor 20%
VISA ACCOUNT:
Account Number
Date Account Established
Balance on Date of Death
Joint Cardholder
LOAN ACCOUNT:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Loan Type
Interest Rate
Name of Co-Borrower
4833660000009536
02/24/1999
$4,271.69
None
26383-03*
12/20/1991
$85.07
Personal Service Loan/Contractual Pledge of Shares
11.00%
None
*Loan does not have credit life insurance.
LOAN ACCOUNT:
Account Number/Suffix 26383-09*
Date Loan Established 03!01/2007
Principal Balance at Date of Death $5,568.54
Loan Type Unsecured Loan/Contractual Pledge of Shares
Interest Rate 9.44%
Name of Co-Borrower None
*Loan does not have credit life insurance.
E BE(R~S~1s~T 1=EDER C EP~U;NIOIJ
1 _'" `~j rR~~l~
amelle A. Kline
Insurance Services Specialist
November 4, 2009
Estate of: LOTS TAYLOR
Date of Death: 10/16!2009
Social Security Number: 220-24-1695
.T'RT~~~T.l~
CUSTOMER INFORMATION
Name: Lots G Taylor Estate PROPERTY ADDRESS
131 ELM STREET GMAC Mortgage
CARLISLE PA 17013 ~~~
Account Number: 0600847016
Home Phone #: (717)241-9495 Visit us at www.gmacmortgage.com for
` account information or to apply on-line.
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lease ca~lll~'1~'s0 766-4622.
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For ~nformdt~or).about r~~inancing or obtaining
a new lo~~~;Tplease calk 1-866-690-8322
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and co-borrower information. Make necessary corrections on Ihis portion of the
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Interest Paid Year-to-Date
Taxes Paid Year-to-Date
Escrow Balance
Principal Balance(PB)~
December 131;.::2010
November O1~",~ 2028
5:87500
$2,888.64
$1,y689.77
$958.63
For Customer Care inquiries call:
For~~lnsurance inquiries call:
For Payment Arrangements call;
1-800-766-4622
1-800-256-9962
1-800-850-4622
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Description Pmt Date Tran. Date Tran. Total Principal Interest Escrow Add'I Products Late Charge Other
Payment 12/01/10 1Z/13/10 $573.46 $138.57 5237.07 5197.82
"This Is your Prln Ipal Balan a only, no the amount r qulred to pay the loan In ful . For payoff f gures and mat Ing Instructlo s, call the
Customer Care nu bar above or you ma obtain Hate sary payoff fl ures through ur automate system (24 ho rs a day, 7 d ys a week).
See back for autornaHc payment sign-up infom~atfon and other payment oprwns.
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Happy Holidays!. Your Annual Loan Statement (Form;1098) information will be mailed with your
' mortgage account statement in Jantaary.to the address above. In addition, you can obtain
-year-end tax information at www.gmacmortgage.com as early as 11512011. Our office hours for
customer service and payment processing on Friday, 12/3172010 will be 6:OOAM - 7:OOPM CT.
Payments received after 7:OOPM CT on 12131 will be posted in 2011 for tax purposes.
Principal and`Ir
Subsidy/Buydown
Escrow
and meilio addrtbss listed for Inquides an the reverse side.
$375.64
$0.00
$197.82
0.00
$0.
$0.00
' $573.46
7anuar 01, 201
Amount- Past Due
Outstanding Late Charges
Other
Total..;~Amount Due
Account Due Date