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HomeMy WebLinkAbout04-14-11 1505610145 REV-1500 EX`°'-'°' PA De artment of Revenue Pennsylvania "~ P DEPARTMENT OF REVENUE Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harcisburo PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth 199-30-5157 03092010 10071938 Decedent's Last Name Suffix Decedent's First Evans Evelyn (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First N Spouse's Social Security Number FICIAL USE ONLY unty Code Year File Number MMDDYYYY MI M MI THIS RETURN MUST BE FILED 1 DUPLICATE WITH THE REGfSTER O WILLS FILL IN APPROPRIATE BOXES BELOW 0 1. Original Retum 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate Q 4a. Future Interest Compromise (date of Cj 5. Federal Estate Tax Return Required death after 12-12-82) © 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) [~ 9. litigation Proceeds Received Q 10. Spousal Poverty Credit (date of death Q 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX NFDRMATION SHOULD BE DIRECTED T0: Name Da ime Telephone Number Stephen D. Tiley 717-243-5838 First line of address Frey and Tiley Second line of address 5 South Hanover Stree City or Post Office State ZIP Code Carlisle PA 17013 Correspondent'se-mail address: Stiley@freytiley.COm ISTER O~tILLS USE ONLY c' i-i C ~ = e ~ ~ ~-~ f- n ~7 I r Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, d to the best of my knowledge and beliet, it is true coned and Dorn lete. eclaration of re arer other than the ersonal re resentative is based on all information of wh h ~reparer has any knowledge. SI URE OF P PONSIBLE FOR FILIN N ~ DATE AD RESS Kenneth L Evans & Laurie A. Evans, 872 Ridge Rd., arlisle, PA 17013 SIG RE OF REP HER TH RESENTATIVE ~, ATE ~ l~ ADDRESS Stephen D. Tile , Fre & Tile 5 South Haaover St., Carlisle, PA 1701 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610145 1 0'5610145 J l~(~t/`~ J REV-1500 EX Decedent's Name: EVelVri M Evans Decedent's Social Security Number 199-30-5157 RECAPITULATION 1. Real Estate (Schedule A) ......................................... .. 1. 8 8 5 0 0. 0 0 2. Stocks and Bonds (Schedule B) .................................... .. 2. NC NE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. N NE 4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4. NC NE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... .. 5. 11 O 0 6 . 3 4 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ...... .. 6. N N.E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ...... .. 7 3 O 14.0 0 8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 10 2 5 2 0 . 3 4 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 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. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0 4 5 $ 8 6, 9 4 9. 4 3 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 BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 150561Q245 10775.96 47 94.95 15570.91 86949.43 0.00 86949.43 0.00 3912.72 0.00 0.00 3912.72 L 15Q561Q245 15175610245 J REV-1500 EX Page 3 File Number I 199-30-5157 I~Pr_pdent's Cemnlete Address: 21-10-0277 DECEDENTS NAME Evel n M Evans STREET ADDRESS 157 "B" Street CITY Carlisle STAT PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments $3,800.00 B. Discount $195.63 (1) 3912.72 Total Credits (A ~{ B) (2) 3995.63 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in 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. (3) (4) 82.91 (5) 0.00 Make check payable to: REGISTER OF WILLS AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" N THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: f d f th rt t Yes ^ No : ....................................................... rans erre e prope y a. retain the use or income o ..................... . b. retain the right to designate who shall use the property transferred or its income : .......... ..................... ^ Q or t t i i ^ 0 ...................................................................................... eres ; onary n c. retain a revers ..................... . d. receive the promise for life of either payments, benefits or care? .................................... ..................... . ^ ^ If death occurred after Dec. 12, 1982, did decedent transfer property within one year of de 2 th . without receiving adequate consideration? .......................................................................... ...................... ^ 0 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his o her death? ... . ^ ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, hich ~ ^ contains a beneficiary designation? ..................................................................................... ..................... . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDUL 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 ransfers 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 [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the st tutory 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 ~ 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 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 perce defined, under Section 9102, as an individual who has at least one parent in common with the decedent to or for the use of a natural parent, an 4.5 percent, except as noted in t [72 P.S. §9116(a)(1.3)]. Asibling is vhether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Evel n M Evans 21-10-0277 All real property owned solely or as a tenant In common must be reported at fair market value. Fair mark 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 hav n g reasonable knowledge of the relevant facts. Real properly that is jointly-owned with right of survivorship must be disclose on Schedule F. Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE ITEM Include a copy of the deed showing decedent's interest if owned as tenant in ommon. OF DEATH NUMBER DESCRIPTION 1. Personal residence at 157 "B" Street, Carlisle, PA 17013 Year 2010 assessment: $66,600.00 CLR of 80.1 % _ $83,146.00 Year 2010 Countywide reassessment effective for tax year 2011, $101, 700.00 The heirs originally negotiated a sale to James E. Evans for $100,000.00. However the bank appraisal came in lower and the price was reduced to $88,500.0. $88,500.00 See copy of settlement sheet attached as Exhibit "D". TOTAL (Also enter on Line 1, Re c pitulation.) $ 88,500 If more space is needed, use additional sheets of paper of the sa a size. REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COM NHERTANCEDTAXRETURNANIA PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Evel n M Evans 21-10-0277 Include the proceeds of litigation and the date the proceeds were receiv d key the estate. All ro 'ointl -owned with ri ht of survivorshi must be disclose an Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Household personal property at 157 "B" Street, Carlisle, PA 17013 see Rowe valuation attached as Exhibit "A." $2,655.00 2. M & T Bank checking account #2677085470 -See Exhibit "B" $1,609.59 Accrued interest to date of death $0.01 3. M & T Bank savings account #15004198338228 -See Exhibit "B" $2,700.90 Accrued interest to date of death $0.08 4. Contents of safe deposit box - M & T Bank N/A (Box was empty. See inventory filed.) $3, 351.00 5. Year 2001 Saturn Automobile, market value per Edmunds.com To be gifted to Kenneth L..Evans, Jr., see Exhibit "C." 6. Refund - Medco Highmark Blue RX $118.00 7. Highmark Medical Insurance Reimbursements $255.76 8. Refund - 2009 Pennsylvania Personal Income Tax $72.00 9. Refund - 2009 Federal Personal Income Tax $144.00 10. Mara Trailer -Sold to Richard Evans $100.00 TOTAL (Also enter on line 5, Re apitulation) $ 11,006 (IT more space is needed, insert additional sheets of the sa a size) REV-1510 EX+ (OS-09) SCHEDULE G Pennsylvania INTER-VIVOS TRANSFERS & DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC NON-PROBATE PROPERTY RESIDENT DECEDENT . ESTATE OF FI E NUMBER Evel n M Evans 2 -11D-0277 This schedule must be completed and filed if the answer to any of questions 1 through 4 on pag three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %~ OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. M & T Bank IRA Account #35004200166161 $3,002.53 100.00% 3,003 Accrued interest to date of death $10.94 100.00% 11 (Estate is beneficiary of account.) 0 See Exhibit "B." 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL Also enter on Line 7, R ca itulation $ 3,014 It more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Evel n M Evans 2 - 11)-0277 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Bros.Funeral Home $3,246.93 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State P Year(s) Commission Paid: 2. Attorney Fees: Frey and Tiley $5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Z P Relationship of Claimant to Decedent 4. Probate Fees: $365.50 5. Accountant Fees: Frey and Tley $0.00 6. Tax Return Preparer Fees: Frey and Tlley $0.00 7. Advertising -Cumberland Law Journal and The Sentinel $283.78 8. Rowe's Auction Service -appraisal $85.00 9. Short Certificate $4.00 10. Penn National Insurance -Homeowners Insurance $76.00 11. Utility and Miscellaneous Administrative Expenses (see atached itemization) $1,714.75 TOTAL (Also enter on Lin e 9, Recapitulation) $ 10,77 if more space is needed, use additional sheets of paper of the sam size. Borough of Carlisle -water and sewer PP8~L Electric PP&L PP&L UGI Utilities Borough of Carlisle -water and sewer UGI Utilities Interstate Waste Services (Dumpster to clean out house) Filing Fee -Inheritance Tax Return 2010-11 School RealEstate Taxes Borough of Carlisle -Water and Sewer Total Utility and Miscellaneous Administrative Expenses $17.17 $207.77 $9.84 $8.83 $32.80 $162.87 $29.31 $324.65 $15.00 $840.64 $65.94 1, 714.82 Estate of Evelyn M. Evans Schedule "H" -Line B.11 ~ 21-10-00277 REV-1512 EX+(12-08) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES $ LIENS ESTATE OF FILE NUMBER Evel n M Evans 21-10-0277 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, inclu in g unrefmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checks cleared after death - M & T Bank - 3/10 UGI Utilities $24.05 3/11 PP&L Electric Utilities $175.26 3/15 Telenational Com Elec Dr ft $3.38 3/16 CenturyLink -Telephone $120.08 3/29 Highmark CPA - medica insurance $147.55 3/30 check no. 3285 - $1,595.00 4/26 Telenational Com Elec Draft $2.28 2. Net cost of slae of 157 "B" Street and Satisfy Cumberland County Redevelopme t Authority lien. See Exhibit "D" lines 406, 410 and 502 $2,028.44 3. Borough of Carlisle -water and sewer $66.93 4. Dish Network $117.64 5. UGI Utilities $40.70 6. CenturyLink (Embarq) -telephone $59.12 7. Carlisle Borough Tax Account - 2010 per capita tax $5.00 8. Carlisle Borough Tax Account - 2010 County & Municipal Tax re 157 "B" Street $409.52 TOTAL (Also enter on Line 1 0, Recapitulation) $ 4,795 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Evel n M Evans 21-10-0277 RELATION H IF' TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not L ist Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] Kenneth L. Evans 1 ~ 938 Franklin Street son 33.30% Carlisle,PA 1701 Laurie A. Evans 2' 872 Ridge Road daughter 33.30°!0 Carlisle, PA 17015 James E. Evans 3. USAKJ2 son 33.30% PSC 303 Box 26 APO, AP 96204 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF RE -1500 COVER SH EET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT T KE:N: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COV E SHEET. 0 If more space is needed, use additional sheets of paper of the same si 1,. 4a! I, EVELYN M. EVANS, of 157 "B" Street, Carlisle, Cumb nand County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. 1 direct my personal representative to pay all of m debts, funeral and administrative expenses as soon as convenient after my decea e. I direct that all inheritance taxes imposed or payable by reason of my death an interest and penalties thereon with respect to all-property, whether or not such grope passes under this Will, shall be paid by my personal representative out of my Estate. 2. I authorize and empower my personal re~-resenta~ and/ar personalty owned by me at my death and not s~-ecificall~ herein, at public or private sale or sales and to give goE:>d and s bills of sale therefore, in fee simple, as I could do if living. My r. authorized and empowered to engage in any business in which death, for such period of time after my death as seems expedie 3. I give, devise and bequeath all of my estate of why wherever situate to my children, share and share alike, the child deceased child taking the share their parent would have taken if 4. I nominate and appoint my children, Kenneth L ie to sell any realty devised or bequeathed fficient deeds and/or presentative is may be engaged at my t to said representative. ever nature and r children of any iving. ins, Laurie A. Evans and James E. Evans to be the co-personal representatives of my~ estate, to serve without bond. 5. I suggest that my personal representative retain th services of Harold S. Erwin, 111, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand nd sea{ this 12th day of ,luly, 2000. LYN M! EVANS (SEAL) Signed, sealed, published and declared by the above-na ed person as and for a last will and testament, in our presence, who at said person's re uest, in said person's presence and in the presence of each other have hereunto set ur names as subscribing witnesses. WE, EVELYN M. EVANS, AMY S. CASEY and HEATH R A. BARBOUR, the testatrix and witnesses respectively, whose names are signed t the foregoing instrument, being first duly sworn, do hereby declare to the and rsigned authority that the testatrix signed and executed the instrument as her last will nd that she had signed willingly, and that she executed it as her free and voluntary act f r the purpose herein expressed, and that each of the witnesses, in the presence and Baring of the testatrix, signed the will as a witness and that to the best of their knowled a the testatrix was, at that time, eighteen years of age or older, of sound mind and un er no constraint or undue influence. M.~VANS AMY S. HEATHER A. COMMONWEALTH OF PENNSYLVANIA as: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by E ELYN M. EVANS, the testatrix herein, and subscribed and sworn to before me by AMY S. CASEY and HEATHER A. BARBOUR, witnesses, this 12T" day of July, 2000 No;.aria) Seal Narcld S. Irwin 141, rotary Public ' Carlisle Bono, Cumberland County Notary Pubtic ~ PAy Cr.; nmiss~,;n [>^oires Sept. 23, 2002 i1• _n,cr~, ,-2:~,+ _y'i1S: ~ _ so~iation of f~otaries ROWE'S AUCTION SERVICE 2505 RITNER HIGHWAY CARLISLE, PA 17015 717-249-1978 To: Stephen A. Tilley, Attorney 5 South Hanover Street Carlisle, PA 17013 From: William G. Rowe, Appraiser Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 17015 Re: Personal Property Appraisal Estate of Evelyn M. Evans 157 "B" Street Carlisle, PA 17013 Date: July 29, 2010 KITCHEN Washer /dryer Table /chairs Microwave Oak cabinet Miscellaneous household LIVING ROOM TV /stand Stereo Couch /chair 2 barrel-back chairs Lary Boy Lamps Wall hangings Knick knacks /decorations, etc. 3 pc. blue glass set Rocker. Oak stand Wash bowl /pitcher Candle stand BASEMENT Miscellaneous household, as is condition BEDROOMS Rocker Desk Computer Sewing machine - no value Radio Dresser Dresser /mirror Brass bed Miscellaneous household Evans Appraisal 1 ~~~ $150.00 $100.00 $15.00 $50.00 $25.00 $85.00 $50A0 $25.00 $20.00 $80.00 $15.00 $15.00 $35.00 $45.00 $45.00 $30.00 $20.00 $20.00 $20.00 $30.00 $20.00 $30.00 $0.00 $30.00 $60.00 $140.00 $125.00 $15.00 07/29/2010 ATTIC Christmas decorations GUNS /GUN CABINET Gub cabinet Ithaca 20 ga. Lever action Remington 22 cal. Target Master Savage 110E 243 Winchester BB gun Ithaca 22 Lever action Mossberg 35 REM Lever action Mossberg 12 ga. Pump Ranger 22 cal. Bolt action German 22 cal. Single Savage 20 ga. / 22 cal under Ithaca 12 ga. Single Westf+eld Model 63 22 Winchester TOT $25.00 $25.00 $125.00 $125.00 $150.00 $20.00 $150.00 $100.00 $100.00 $85.00 $85.00 $185.00 $75.00 $110.00 $2,655.00 ....~- ~ G. Rowe Evans Appraisal 2 ~ 14y,J 07/29/2010 ©MBTB~ank 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 June 24, 2010 Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Evelyn M Evans Social Security: 199-30-5157 Date of Death: March 9, 2010 Dear Sir or Madam: Per your inquiry on June 14, 2010, please be advised that at the time of death, e above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 2677085470 Ownership (Names o, fl Evelyn M Evans Opening Date 08/043 Balance on Date of Death $1,609.59 Accrued Interest $ .Ol Total $1, 609.60 2. Type of Account Savings Account Account Number 15004198338228 Ownership (Names o~ Evelyn M Evans Opening Date O1J17/02 Balance on Date of Death $2,700.90 Accrued Interest $ .08 Total $2,700.98 ~~ ~~ ~~ 3. Type of Account Account Number Ownership (Names o,~ Opening Date Balance on Date of Death Accrued Interest Total 4. Type of Account Box Number/Location Ownership (Names of) Opening Date IRA 35004200166161 Evelyn M Evans 0320199 $3,002.53 $ 10.94 $3, 013.47 Safe Deposit Box 1034/High Street Carlisle Evelyn M Evans 0729/09 For further account information, closures and/or reimbursement of funds please call the High St~'eet Carlisle Office at #717-240-4536. Sincerely, Suzanne M Kimble Adjustment Services ~~ ~~ Edmunds used Saturn S-Series caz appraisal.lJsed Saturn car pricing. NA Editors' Rating Not Yet Rated ~ Read the Mociel Review 7.3 Consumer Rating 132 Reviews iWrite a Review ~~ Fuel Economy 27 mpg PARTNER aPOTLICNr Shoooino for a Used Car? Check the CARFAX Report for every vehide you're mnstderinq. YEA7ClE SPOiLIri1T :r.;.i•_<.. ce ;:,incrn Shoe Me the CARFA%! 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Some NEW cars cost less than last year's USED cars. See t to comtatete list )) h ?tmvaction=vd... 8/10/20l 0 ®~ "C" vmarm awtemant: nuu-7 ( 1. FHA 2 F Battlement Shtament - U. 3. De artment of Hausin and Urhan Da ment Farm US HU - 1 ( ) . mHA 8. File Number T L N b Pa a No. 1 ( o. Conv. Urlkra. oan um er 8. Mortgage Ins ncs ( ~, yq 127285 Case Number ( S. Com. Ins. C. T71b farm n krrrishad to grvs you a atatemeM of scWN altlemaM coW. Amounts paid to and by tl7a attlemaM pent are Mown. Items msrkad'(p.o.c.)' wero paid ouWds the dosin ; th aro shown hers for inrarmadonel purposes and are not Included kr the totals. D. Noma and Atldreas of Bartowar. JAMES E EVANS E. Nsma and Addraa of Seder: F. Name and as o/ Lander; . PSC 46 BOX 1035 ESTATE OF EVELYN M. EVANS " " MEMBERS 1 ST FEDERAL CREDIT UNIOI APO AE 09469 157 B STREET ISAOA ATI CARLISLE, PA 17013 PO BOX 40 MECHANIC BURG, PA 17055 G' Lacatlm " " H. SatllsmaM Agent Battlement Dste: 157 B STREET, CARLISLE, PA 17013 Fre 3 The Law Offices BOROUGH OF CARLISLE Aril 14 2011 CUMBERLAND COUNTY place of samemant 5 South Hanover Street 11:30 A.M. PARCEL NO. 06-20-1798-026 Carlisle PA 17013 1 . 00 Orws Arrorart Dw FramBasrowar 400 eron Amount Otra To Sager tot CaWaclWarpdee 88,500.00 Oat corMdBalspdce 102 Parana) property 88,500.00 402 Personal propwry 103 Sattlemart di 'rg°a °°"' (6,. t4°°) ' 3,884.40 401 sot 404 106 Battlement charyas from Addendum 84.00 4os : AdJuabnerXa /ordama paid by saAw n atlimce: ... ~aa'~ ~ ikrrrs pad by aaiiar /n aoyrru: 106 Cirylhnn tars 4n 4)11 mt2ntm 363.88 406 cdyrmwn mra 4/lutt m 12l31n1 363 68 107 Caunh teas 40TCountY Lava-. . too Ass.srnenta 4aE Asseurrwus tog aoe , 0 sdwd tun ut 4/1 t ro 6rearl t 177.34 41 a Bd,ad rue, u1 ut 7 11 m eclat t 177.34 ut 112 412 720 Oroaa Arrrwnt Dw From B«rowar 92,809.42 420 Oroas Amount Dw to s.trr 89,041.02 200 Arrrornts PaW By Or a BaFraM Of aanowac Soo Raduatbas In Amount DwTo SsJlar 201 Deposit a aartwal money 601 Fxcss depoait(aa instrudlma) 202 PrtrdpalamouM Ot now bsn(a)'^ 85,500.00 302 Seelemard tllr ga m sepr (dn. t4oa) r zoo ~0 teen(s) tatun arbjad W 2,568.48 za4 MEMBERS 1ST CREDIT FOR AMT. PD 375.00 50.7 E~istln0loan(iJ liken suthad to sot PayaffothH rrortpaga loan 205 . SOS Payoff of eecantl ^bnW9e ban 206 ,~ ' '. 2m BENEFICIARY CREDIT 23,000.00 eaT BENEFICIARY CREDIT zoe 23,000.00 Soe zod ~ bog Settlement chafges from Addendum 0 00 ~~~ ~ uPaM Dr enter A~rrsanantr forfMrns upaid try salW . 210 Cllyhown bas 1(1/17 too/14/t1 310 Cihhowvr. tazn t/1111 to 4/1M11 211 Cantytaas 611 Canh hxa 272 Assesarrwns St2 Asseaameny .211 St1 "2t4 Sdwd tea 7l1n0 m4/1UI4 514 School takes TttflO m4/t4/11 .215 513 316 Ste 217 517 276 Ste 21g 519 zzg rod Pak ay+For Borrow+r 88,875.00 326 Toht Radnctbns b Amt Dua SaOar _ _==~~sa,:_ - 25,569.48 300 Caah At sasUarrwrrt fromn"o aarrower: 600 Cash At Sefflamarrt To/From 9aINr; arar>:=s::a~~: ,. Sot craw .mount dw tam bmmvar (1n. 120) 82,609.42 t 7o1 Gros amourd m seder tour (dn• t2~ 302 Lao amount pNd by/for borrower (ram dna 220) 86 675.00 602 l.aeersoLWau kr amount bra d t me 3 89,041.02 ~ Sol cash Ix) Frpm (1 To lcerorsar aa u ( om 2ap (25.589.46) 3,934.42 601. Cuh ()From pq To salty 83,471.56 Initlala ~ Papa t ot4 Inltlats 'Y7Y / ~®~ 700 Tote) SilaflBrOkM's Comm. bif W on OrICS: 88,d00AO DAO 1Xnaion d Commission (ime 700) es /o8ows.' WA 701 to 702 to 70 P~ F~ aoyrawere Fundsu eemsnrnt. P~ f~ 8e8srs Funds at BeMNmerd 7~ 701 702 3 Commissim paid M 9sttlemant 704 - 703 X000 Itemsf. Payable:IA COgnedlon WIth,LOSO: ', TOTAL CHECK TO MEMBERS 1ST FCU 51 278 08 704 , . (Mortgage Amt 88,ttD0A0) Toth aterpas, Linos 80T mrouph 808: 830.00 801 our odgbn8on faa 8 830.00 (ham GFE 81) : 0 00 802 Your credit ar ehnps (points) for8ts sped8c intereM role ahsaen S (from GFE /2) . 0 00 8pt 803 Your adJuged adpnslfOn dnrpas _ : (from OFE /U . 930 00 802 tsw Appreiw bs a (hom GFE fpl . 803 808 Credh repatto (hom GFE tK1) 804 . 806 Tuservia eo - (hom GFE>p) 805 807 Rood w89cs8on b (from GFE KS) 808 808 . 807 ,. ,.. ... . coo ItBs Rpulrsd'By'~Md r't'o B Pafd~~ d . ~ "~ 806 t s mA vanra; . scot ta.,rt~,r..car.o.. 14-Apr-11 m 1-May-11 X10.78710 (rromGFEato) 183,04 apt 902 ~DeO• unursnw Premum for mamna tQ (hom GFE i3) 903 tlsnrd lruurenw i yetra to LIBERTY (eom cFE st i) 889 84 902 9oa 51,058 PD 588.18 DUE S989 84 . go3 sooo Resttrtras p~ltad Wkt- [.ender- ` . sot -. 7001 Rrmat decant to ya~r escrow account .. (tram GFE s0) 840 04 f f 1 . 1002 HOmoonn.r,:aw,nw 4 mos. ~ 588.17 . par month 352 88 . loot 1003 BAorOpaOe intvvence mos. ~ per month . . 7002 1004 Properly rues ] moo ~ ...;42.38 per manor 127 14 1003 tons. saved Wes t1 rtws. ~ ' 370.05 per month . 770 55 1004 j008 mos.. QQ per manta . toes 1006 tool r+~eo.e.na~,.e,,.,,t (810 33 ~ 1007 trot nw serWcea and letwera 88e lnauencr REISSUE RATE ttrom OF'E F) - 889 28 .v ~ -.__ ~ t10z Settlement or alwiq (ee FREYBnLEY ; - . 1101 1103. OwnaYt tl1e nwance ; . .(from GFE ssl 124 20 1102 1104 Lender's title fttwanw : ; . 1103 1105 LandeYa 188e pdkY Wnlt S 63,500.00 1104 1108 Ownefa ti8e po8cy 8mk - S 88,500.00 1105 i 107 Agent's por8ori a mf•I tl8e trwrancs pemium 5891.48 1108 1106 Undetw,iterti portlon r total tlee tmuar,w pranJrrm 5122 02 1107 t 04 ~ ' 1 ' ,~ ~ms.P 1108 2 .:. r ~ tWK1Ntt~(1 ~~RC_Cft ~71Q~i1.., ~7}r1,tt1 ltE:~laai'4d>s~._ re ~ :~e ~ ~~ ~ i ' -; ' ~ _ 1201 Govemrwnl Rscordrp CharOen _ . ., ..: :..` - , .a.a .. . , . . - .. ..1500 tzoz o.ed ;82.00 -+anwa ;98.00 ; poasgr 527.00 185.00 50.50 1201 tzoz r 4203 Tranaler 7uw tzot Cilyloaunlyh: o.ed EXEMPT (4ort0a9a i T2oa tzo3 star. ra:tiw,ps: o..d EXEMPT A/ongapr ; t2o4 1206 RECORDING FEE FOR DEED TO RECORDER OF DEEDS 1205 ~ 300 ~FddilfGt3i~ 1' 1f ~~ : ettf0 iE~ ~ I +?^F ~ s~ro 63.00 1~ _ _ 4 i ~aS :. , ... #,I . r . Y. .._ a; ,. . . x .. .. _ _ . 1300 1301 Requked Servlcu that you can afwp for (from GFE #&) .130'2 Peet 4aPa,'1fm (s. : 1303 Durant Tues dw tram BonowerlSMar b Car61e BarouOh Tor Acaaunt 1364 PAYOFF OF THE REDEVELOPMENT AUTHORITY OPEN END MORTGAGE. t3os FINAL WATER AND SEWER CHARGES TO THE BOROUGH OF CARLISLE -ACCT N0.008081 3,884.40 I direct and authorize Frey & They to make distributions indicated for my account on the attached HUD-1 Settlement Statement, approt and understand that prarations were based on figures for the preceding year, or estimates for the current year, and in the event of arty adjustments must be made between Seller and Borrower direct; likewise any DEFICIT in delinquent taxes will be reimbursed to Frey 8 the HUD-1 Settlement Statement and to the best of my knowledge and belief, R is a true and accurate statement d all receipts/an//d~~d/Jig, this transaction. I~furtihe~rcertify that I ve received a py of th/e~~~HUpD-1 Settlement Statement. L/G //~C~ `~ v C ~ ~ y"1/ JiICMES E. EVANS as a ne.evel vu u ~...~ To the best of my knowledge, the HUl7-1 Settlement Statement which I have prepared is a true and accurate atxount of the funds disbursed by the dersigned as part of the settlemFnt of this transaction. Frey Tpey, Settlement Agent PsOe z d 4 1301 1302 508.58 1303 1,910.00 1304 100.37 lsos T,589.48 1400 g the tax prorations ktdicatad therein, tango far the cunent year, all necessary Iley by Seller. I have carefutty reviewed casements ode on my account or by me in i~ D~®/4' 9~r ~$ysteJ' ~~ ~~^~ ~ wero roceived and have been or will be ~i~~ ~®.. ADDENDUM OVERNIGHT DELIVERY FEE TO FREY & TILEY 10.00 ELECTRONIC DELIVERY FEE TO FREY a TILEY 50.00 INCOMING WIRE FEE TO ORRSTOWN BANK (BANK INCOMING WIRE FEE T 12.00 O ORRSTOWN BANK (EVAN 12.00 w une tu0 84 Total to Line 509 0 INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS THIS HUO SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND UNE 401) AND IS BEING FURNISH D TO THE INTERNAL REVENUE SERVICE. IF YOU ARE REOUIRED TO FILE A RETURN, A NEGLIGENCE PENALTY OR OTHER SANCTION 1MLL BE I SEI ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPO TED. TAX PRO-RATION ADDENDUM Dasa of Pru-R.ebn: SCHOOL REAL ESTATE TAX BOnO1MK ~• Aprb 14, ZOt t from July 1,2010 to June 30, 2011 Owes. Scholl Raal Estate Tsx- Faea Sd1od Rest Estab Tax- Per Day SS57'BO P.O.C. ASSESSMENT: 32.35014 COUNTY 8 MUNICIPAL 7AX Owu: rom January 1,2011 to December 31,2011 Co. a Muria Real Estate Tax- Faca Co. d Muroc. Real Eehta Tax- Pa Day 51 b.g7 508.59 See Settirmnt Sheet ' 1.12 LYrn 1a a 4ob,11o a uo, rea School taxes P.O.C. ar charged b 3ebx : x 210 i H0, 214 6 b14, 9chod taxes P.O.C. or charged to Borrower and 130.1 for Co. a Munic. P.O.C. a charged to Ssbar : x Rewlb of thb Addendum. Co. d MuNc. P.O.C. or drarged to Borrower Pape 3 014 Comparison of Good Faith Fattmate (GFE) and HUD-1, Charges Goad Faktt E Charges ThaCCannot Increase HUD-1 Llne Number Our ortginatlon charge s sot Your eredk or charge (points) for the specific interest rate chose s eoz Your adjusted origination charge seoa Transfer taxes i tz~ 1 ;Chatges TtfatJtt Total ca»not Inc Gorvemment recording charges Appraise) Fee Crodk Report Tax Service Fee Flood Certification i~zm saos saae seo~ s s s K-~ ,~-~ HUD-1 0.00 0.00 830.00 0.00 Huo-~ 1 i35A0 185.00 Char+~e¢ 7t1~t.Carterhloge ...._.o. ,_ < <_.. , . ;_ .~. ..,,~.~: ~ ~ ~ ~<.~.~~.~. ~.`r~', 'r~. ,~,.^_- ~, ; GooQ FLsq at FJUn-4 infial deposk for your escrow account • 10°~ , 350 0 4 Daily irrterost charges sgor ®~o.~e~~o IdaY . 13.1 640.0 183 04 Homeowners insurance s aaa 400. . 1058 00 -Title Services and Lender's Title lns. srttii 1358.7 . 689 28 Owner's Coverage sttoa I 120. . 124.20 s Your Inlnal Loan amount is $ 80 000.00 Your loan Nrtn Ia 30 ears Your Wtlal irkareat rate is 6.00% Your kNtlal monthly amount owed for prlnclipal, Mteroat,and $ 479.84 includes arty mortpapeinaurana is ~L_ Prindpal ~_ Interest , Mort a Insurance Gn your trKereat rate risev _X_ No _ Yes, k can rise to a maximum of °~. The fl t change will be on and can change again every aRer . Every change date, your interest rate can in se or decrease by _°~. Over the Ike of the ban, your interest rate is guarant d to never be lower than % or hi her than %. Evan H make manta on tlme can our loan bafanu ria~9 X No Yes k Can rise to a maximum oT $ Even tf you make payments on nma, can your monody X_ No _ Yes, the first Increase tan be on nd the month amount amount ovwd for nel .and mort a • insunnartsN Owed Dan rice t0 $ The maximum k can ever rise to is $ Dou loan Curve a meat ,1 X No Yes our maximum re ent ens is $ Dan your loan !rave a balloon paymant4 _ No _X Yes, you have a balloon pehment of $72,191.20 a in total monthly amount owed includlnp ,,crow, account payments 7 ears on _ You do not have a monthly escrow payment for kerns, such property taxes and homeowner's insurance, You must pay these kerns di N yourself. _X_You have an addkional monthly escrow payment of azooso that resuks in a total inkial morttttly amount owed of $ . This InGudes principal, Interest, any mortgage insurance and any kerns check below: _X Property taxes _X Homeowner' insurance Flood Insurance Note: k you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact you Pegs 4 of 1 HUD-t ~tBR y p„