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HomeMy WebLinkAbout06-15-11J 1505610140 REV-1500 EX (°'_'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisbur PA 17128-0601 RESIDENT DECEDENT 2 1 1 0 0 8 3 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 4 2 8 7 8 7 7 0 8 0 8 2 0 1 0 0 2 2 8 1 9 1 9 Decedent's Last Name Suffix Decedent's First Name MI H U T C H I N S O N M A R Y V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number W I L L I A M A D U N C A N 7 1 7 2,n4 9 7 8 0 ~~ M REGISTE ~ '~LLS USE~LY ~ yt ~~~ rte- '~ C.. ~. C~ First line of address ~ rT ,, ~~~~ 1 I R V I N E R O W r~. , .- Second line of address ~ ~..a -~.~ _ . '~t~ '~~ I ~ ---yl ~~ ~:~ ,-. ;. " . City or Post Office State ZIP Code DATE FILED ~'` ~' C A R L I S L E P A 1 7 0 1 3 Correspondent's a-mail address: B I L L D U N C A N a P A• N E T Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT E OF P S RE O SIBLE FOR FILIN~ E~ RN DAT ADDRE S ~ ~~ 245 MOORELAND AVENUE CARLISLE PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARY V• HUTCHINSON 1 9 4 2 8 7 8? 7 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 8 4 5 0 0, 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ..................... ..... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).. ..... 5. 8 5 6 0 4 . 6 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .. ..... 6 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property . (Schedule G) ^ Separate Billing Requested .. ..... 7. 8. Total Gross Assets (total Lines 1 through 7) ...................... ..... 8. 1 ? 0 1 0 4 . 6 9 9. Funeral Expenses and Administrative Costs (Schedule H) ............. ..... 9. ? 9 6 0 . 9 4 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ......... .... 10. 2 1 9 2 8 . 3 4 11. Total Deductions (total Lines 9 and 10) ........................... .... 11. 2 9 8 8 9 . 2 $ 12. Net Value of Estate (Line 8 minus Line 11) ........................ .... 12. 1 4 0 2 1 5 . 4 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. .... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. .... 14. 1 4 0 2 1 5. 4 1 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. 0 0 15. 0 0 0 16. Amount of Line 14 taxable . at lineal rate x .045 1 4 0 2 1 5. 4 1 1 g. 6 3 0 9. 6 9 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 1 g, 0. 0 0 19. TAX DUE .................................................. .... 19. 6 3 0 9• 6 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 ~~EV-1500 EX Page 3 File Number Decedent's Complete Address: 21 1,0 0831, DECEDENT'S NAME MARY V• HUTCHINSON STREET ADDRESS 252 E• LOUTHER STREET CITY CARLISLE STATE PA Tax Payments and Credits: ~ ~ Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 6, 0 0 0 • 0 0 B. Discount 315.6 0 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT ZIP 17013 6,309.69 6,315.60 5.91 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCK S 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ......... ............................................................. Yes ^ No 0 b. retain the right to designate who shall use the property transferred or its income; ............................... ^ 0 c. retain a reversionary interest; or ............................ ... ... . ... . d. receive the promise for life of either payments, benefits or care? ..................................... ^ .................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death . ... without receiving adequate consideration? ................................................................................... ^ a 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [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 siblin s is 12 ercent 72 P.S. 9116 a 1.3 . A siblin Is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood[or adoption. ()( )] g (1) Total Credits (A + B) (2) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN R SIDENT DECEDENT N PERSONAL PROPERTY ESTATE OF MARY V• FILE NUMBER HUTCHINSON 21 10 0831 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be di l d ITEM sc ose on Schedule F. NUMBER DESCRIPTION VALUE AT DATE ~ C OF DEATH . ORNERSTONE SAVINGS ACCT• # 5786-01 ESEE DOD LETTER ATTACHED71 13,644.31 2• CORNERSTONE C•D• # 5786-10 ESEE DOD LETTER ATTACHED] 14,185.12 3• WACHOVIA BANK CHECKING ACCT• #4224 [SEE DOD LETTER ATTACHED3 23,769.44 4• WACHOVIA BANK MONEY MARKET ACCT• #6578 25 367 56 ESEE DOD LETTER ATTACHED3 , . 5• 1990 TOYOTA CAMRY SEDAN 4D 700.00 6• (CARLISLE REGIONAL MEDICAL CENTER REFUND I 93.86 7• (NATIONWIDE MUTUAL INSURANCE COMPANY REFUND I 42.10 8• (UNITED CHURCH OF CHRIST HOMES REFUND I 6,429.7B 9• IU.S. TREASURY - 2010 TAX REFUND I 1,095.00 10• COUNTY TAXES PAID ON REAL ESTATE 239.12 [SEE HUD SHEET ATTACHED] 11. ASSESSMENTS PAID ON REAL ESTATE 38.40 [SEE HUD SHEET ATTACHED] TOTAL (Also enter on line 5, Recapitulation) l a 8 5, 6 0 4. 6 9 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS t5 I ATE OF FILE NUMBER MARY V• HUTCHINSON 2], 10 0831 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. EWING BROTHERS FUNERAL HOME 996.86 B ADMINISTRATIVE COSTS: ~ • Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State _ ZIP Year(s) Commission Paid: 2. Attomeyl=ees: DUNCAN & HARTMAN, PC 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation.) 5, 953.66 Claimant Street Address City State _ ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 343.50 5 Accountant Fees: 6• Tax Return Preparer Fees: 7. CUMBERLAND LAW JOURNAL - LEGAL NOTICE 8• THE SENTINEL - LEGAL AD 75.00 9• REGISTER OF WILLS - FILING FEE 176.92 10• HELD IN RESERVE 15.00 400.00 TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use addilJOnal sheets of paper of the same size. 7 ~ 9 6 O • 9 4 REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER MARY V. HUTCHINSON 21 10 0831, Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION TE D VA OF DEAT H 1. MILLENIUM PHARMACY 33.79 2. THORNWALD PERSONAL CARE 10,208.44 3. PPL - ELECTRIC BILL 62.83 4• COMCAST 67.14 5- UGI 29.96 6• PPL - ELECTRIC BILL 40.83 7- UGI 27.45 8• BOROUGH OF CARLISE - WATER & SEWER BILL 70.24 9• CRAIG ANDERSON - LAWN CUTTINGS 120.00 10• COMCAST 4.48 11• PPL - ELECTRIC BILL 25.96 12- UGI 38.81 13• CRAIG ANDERSON - LAWN CUTTINGS 125.00 14- PPL 21.67 15• UGI 122.35 TOTAL (Also enter on Line 10, Recapitulation) I $ 19 , 3 9 3 . 3 4 If more space is needed, insert add~onal sheets of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARY V. HUTCHINSON Decedent's Name Page 1 21 10 0831 File Number Schedule I -Debts of Decedent, Mortgage Li abilities, & Liens ITEM NUMBER DESCRIPTION 16• BOROUGH OF CARLISLE - W/S BILLING AMOUNT 65.94 17• PPL 24.67 18• UGI 134.67 19• PPL 22.29 20• UGI 130.33 21• CARLISLE BOROUGH TAX ACCOUNT - 20],1 REAL ESTATE TAXES 432.08 22• PPL 22.92 23• UGI 96.93 24- CARLISLE BOROUGH W/S BILLING 65.94 25• CRAIG ANDERSON - YARD WORK 110.00 26• PPL 20.42 27• VITAL RECORDS - DEATH CERTIFICATES FOR FATHER 18.00 28• UGI 62.98 29• LARRY~S TRADING POST - CLEAN OUT ATTIC 250.00 30• PPL 22.42 SUBTOTAL SCHEDULE I I 1, 4 7 9. 5 9 Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARY V. HUTCHINSON Decedent's Name 21 10 0831 Page 2 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION 31• REAL ESTATE BROKER FEE - SALE OF REAL ESTATE ESEE HUD SHEET ATTACHED3 32• STATE TAX/STAMPS - SALE OF REAL ESTATE ESEE HUD SHEET ATTACHED3 33• HOME WARRANTY - SALE OF REAL ESTATE ESEE HUD SHEET ATTACHED] 34• FINAL WATER/SEWER BILLING - SALE OF REAL ESTATE ESEE HUD SHEET ATTACHED71 35• SELLER ASSIST - SALE OF PROPERTY 36. IBO KYLE - SELLER ASSIST - SALE OF PROPERTY AMOUNT 5, 070.00 845.00 435.00 64.80 2,535.00 500.00 SUBTOTAL SCHEDULE I 9, 4 4 9. 8 0 GRAND TOTAL SCHEDULE I $ 21,928.34 REV-1502 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE tJ I A I t UF: FILE NUMBER: MARY V• HUTCHINSON 21 10 0831 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that 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. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• 1252 E- LOUTHER STREET 84,500.00 CARLISLE, PA 17013 C EE HUD SHEET ATTACHED] TOTAL (Also enter on Line 1, Recapitulation) I $ 8 4 , 5 0 0 • 0 0 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES wir~~cu MARY ' NUMBER 1. 2• 3• 4. 1 r: J- HUTCHINSON NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] GARY A. HUTCHINSON 245 MOORELAND AVENUE CARLISLE, PA 17013 JOHN J- HUTCHINSON 11 ANDREWS COURT PARKTON, MD 21120 ROBERTA L- HUTCHINSON 459 VICTORY AVENUE MOUNTAIN VIEW, CA 94043 VIRGINIA A. HUTCHINSON 3900 FAIRFAX DR, APT # 2008 ARLINGTON, VA 22203 FILE NUMBER: 21 10 0831 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE ILineal ~25i SHARE ILineal ~25~ SHARE ILineal ~25i SHARE ILineal ~25i SHARE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I ~ )t more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT I, MARY V. HUTCHINSON, of 2S2 East Loather Street, Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by m~ F~ FIRST. I direct that all my just debts and funeral enses be aid rom . ~p p f my estate as oon after my death as practically and conveniently may be dons J ~~~-~ SECOND. I direct that my remains be interred within my family's burial lot in accor~ll~~ with my expressed wishes. p x THIRD. I authorize my personal representative to expend funds rom m estate in .f y such amounts as my personal representah've shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my graves ~a-,~,z,eA~ c,..t-e... FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my children, Gary A. Hutchinson, John J. Hutchinson, Jr., Roberta L. Hutchinson and Virginia A. Hutchinson, in equal shares per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my unto my children, Gary A. Hutchinson, John J. Hutchinson, Jr., Roberta L,. Hutchinson and Virginia A. Hutchinson, in equal shares per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, Gary A. Hutchinson, John J. Hutchinson, Jr., Roberta L Hutchinson and Virginia A. Hutchinson, in equal shares per stirpes. ' SEVENTH. I direct that ony and all Inheritonce, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estates EIGHTH. I hereby nominate, consh'tute and appoint my son, Gary A. Hutchinson, as Executor of this my Last Will and Testomen~ In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Gary A. Hutchinson, I nominate, constitute and appoint my son, John J. Hutchinson, Jr. as Executor of this my Last Will and Testament I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in ony jurisdiction in fvh~ch he may be tolled upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I outhorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private saleony real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specifc persons I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in con,~unction with this Will IN WITNESS WHEREOF, I have hereunto set my and and seal to this, my Last Will and Testament, consisting of two typewritten pages this day of ~ ~ p 1995. ""~ MARY Y. HUTCHINSON Signed, sealed, published and declared by the above named Testatntx MARY t! HUTCHINSON as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~ COMMONN~F.ALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND . I, MARY V HUTCHINSON, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed ~Y V HUTCHINSON Sworn or off rmed to and acknowledged before me, by MARY V. HUTCHINSON this ~ ~ ay J Urt~ 9S. otary Pr~blic ) COMMONN~EALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND • ss. We' ~'~i~~a~ ~ and witnesses whose names are s ned to the att Q ~ the g ached or foregoing instru nt, being duly quali ed according to law, do depose and say that we were present and saw MARY Y. HUTCHINSON sign and execute the instrument as her Last Will; that MARY V HUTCHINSON signed willingly and that MARY V HUTCHINSON executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue injluenc~ Sworn or affirmed to and subscribed befor me by ~~-'~- ~` ~~_ 'mac witnesses, thi~;~~t. da of ~ l.~ c1~ ~ 1995. / / 4 ~ ~~ - aaUth "'iG~,o.~~ ~a~; ±~,~'~r~ ~L~Ftr C ORNERST ONE P.O. Box 118 I , 5 East Gate Drive, Carlisle, PA 170 15 Federal Credit Union Telephone (7 17) 249- 1661 FAX (7 17) 249-8208 Member founded -Service based www.cornerstonefcu.coop August 25, 2010 Duncan & Hartman, P.C. Attorney At Law One Irvine Row Carlisle, PA 17013 RE: Estate of Mary V. Hutchinson William, ~At the time of her death, Mary V. Hutchinson was the sole owner of account 5786 which included a savings, and a certificate of deposit. As of August 16, 2010 accounts were closed. Listed below is the additional information requested: (1) Type of Account: Savings and certificate of deposit (2) Account Numbers: Savings account number 5786-01 Certificate of deposit account number 5786-10. (3) Name: Mary V. Hutchinson, single owner (4) N/A (5} Principal and interest balances as of date of death. Principal Interest Savings $13,644.31 $ 53.56 Certificate of Deposit $14,185.12 $185.52 If you require any additional information, please do not hesitate to contact me at 717-249- 1661 ext 240. Sincerely, Donna J. Mickey Financial Services Administrator MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED TO $2SO,OOO BY THE NATIONAL CREDIT UNION ADMINISTRATION Kelley Biue book Kelley Sloe Bout THE TRUSTED RESOURCE --.. _.~....._ il~.~w Page 1 of 2 iii Send to Printer PROGRE.l1/!/E O/RECT advertisement $50~~ You tell us. • 111111. '_~~; i.,.,.~ Name Your Price 1990 Toyota Camry Sedan 4D BLUE BOOK® TRADE-IN VALUE Condition Value Excellent $1,575 Good $1,450 ~ Fair $1,200 (Selected) Vehicle Highlights Mileage: 65,000 Engine: 4-Cyl, 2.0 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard Air Conditioning Power Door Locks AM/FM Stereo Power Steering Tilt Wheel Cassette Power Windows Cruise Control Steel Wheels Blue Book Trade-In Value Kelley Blue Book Trade-In Value is the amount consumers can expect to receive from a dealer for atrade-in vehicle, assuming an accurate appraisal of the vehicle's condition, mileage and features. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent ~~~~~ ~1~575 • cor<s new, Is ~n excellent mechanical condition and needs no reconditlc ni q. • Never had any paint or body work and is fCee Of fUSt. • Clean tale history and will pass a sr~~og and safety inspection. • Engine compartment is clean, ~,vlth no fluid leaks and is free of any swear or visible defects. • Complete and verifiable Service records. advertisement ~' ~ ~ ~ Camry 33 NIP~3-R~hd [~}, ~~~' TAKE A LOOK - DOWNLGAO ERO+CHURE - I+IEUJ F'HGTOS - 360 1lIEkrS RNG C~ti6R5 SHOPPING TOOLS ~~ BUILD POURS - ESTIFIAIE PRYMENT - FIND R DENLER Close 4~lindow http://www.kbb.com/used-cars/toyota/camry/ 1990/trade-in-value/pricing-report?condition... 8/ 13/2010 ~VIII'ilU~' ii I iati~t 13:ildncc (;anti rniatit)n 5crt"iccs I' (I I tux ~it)(121i ltoanukc, VA 2=tU22 Scptcn3l~cr ~, 2O1 Q UUNC~'AN ~, FtAR'I'MAN. P. C. R~f~r.:na III .3I474'at~ SUBJECT: Verification ! Confirmation of Account and Balance Int'ori(>at.ion provided tor: Customer; MARY V HIITCHINSON {SSN# XXX-XX-7ti77) Date nt Death: AN~ust ~, 2tl1(1 Deposit Account Information ••~~Yiunt A~tit~unl I)~ate ui~llrath Averagi lialsina: Ikst~: Maturity Intc~resi Acc•-u~;d Y'!'D ' I'y~• N umh:;r I is lun~a: Hate tficnccl 17atc Rat:; (rricr:~:t Inicn~ct paid C'Ic~sad <..'lll~'.I~KINt~ S~?~:Xt!tiXJkr4224 '~23,iG'J44 r c I1/3,1J8I ;~I).4G :f 4?(, ltll<~,~2t)IU LI•;l~Al,'I'I`1'I.1•. titgRY ~' Ii[ '1'CIl[NSUh t'lll•a.'hIV(~ ?~1?~;1:~4tX\GS?8 ~i25,.3G~.Sb iI:3i2tJt)ii. ti2.64 'Er41.(lG k; Ib~ltiltl 1.4AiA1,'l l"I'I,1•; AagRY ~" II[ 'I'(:IItNSI)h t hM' I,f m~,fi: ul~Lhc nxlu.xctxl aia~unls htiv4 ,x,nv:;rt~l tc, 'd'ells l~urgc~ Bunk unei a rc~punt~; em those acx:ourdx will ii~licwv undiT septuat:•, ex,v.:r. Page 1 of 2 t~~\ ` t ,, ~,~ih • \~I A. Settlement Statement (HUD-1) OMB Approval No. 2502-0265 by RLM "~ ~~ too, Grop M101."; OW k01R ~MNt 101 tones salts Wife ~ 40l. Menu ~~.,....r ea._ ~ ~._._ Prevbus editions are obsolete Page 1 of 4 HUO-1 702. 60.00 to rrudential liomesals Services 703. Commission aid at b P settlement 800. Rena P able in Connectlon vdllt Loan 801. Our origination charge Qndudes Originatlon Point 0.000%ar 50.00) 802. Your credit or charge (pdnta far ~ 5315.0 ) sPeciAc interest rate chosen 5 803. Your adjusted originatlon charges 804. ApjNaisat tee 805. Credit report to s 1 st Federal Credit Uni 806. Tax service b A1er-rbers 1st Federal Credit Unl 807. Flmtl r.nM,.ew,~ ~ 901. Daily interest ahargea from -- -- ....•,••«~~• from 06/1312011 to 07/01/2011® ; 902. insurance urn 903. months to Ftonbownera insurance (or ors to Sta1s Farm 904. Flood Insurance ~ 905. months to State Farm ~ months to 1000. Reewq rl4tlt LendK 1001. Inltlal depoatl far your escrow account 1002. FtwrbaN,rrer's insurance 3 -nonths S 43.33hr 1003. insurance ~~ 5 1004. Scholl Taxes ~ 1005. County taxes 13 months s 64.90hn 1008. Flood Insurarwe 5 months 5 38.Ot/m 1007. 3 months 5 70.081rt~ Aggregate Adjustment 1100. Title Ch M 1101. Title servkxs and tinders title insurance 1102. Settlement or dosing fee ~ 'd Land Transfer l 1103. Owner's title Inaurarke ~ t 104. Lerxbrs title Insurance 110s. Lenders tiib pd>cy limit 581,985.00 Lenders Potlcy 1108. Owner's title potlcy IkrAt 684,500.00 Owners Pdiry 1107. Agent's portion a the total title inaurarrce pnunium 1108. Ur~yritars Patlw- of the total title insrxancs prerntum 1109. Cioaing Protection Let1x ~ d Land Transfer, LL 1200. (iowrrutten! R and Transfer Ch 1201. Governrrbnt recording charges 1202. p~ 554.00 5 1203. Trarutfer taxes ~.~ Relea~ 1204. CirylCounty taxlstampa 5 1205. State Tax/starrpa Deed 5845.00 ~ 1208. p~j 5 Deed 5845.00 a 1207. Part~l Certl6catbn ~.~ Releas 530.00 1208. Assi9rxnent of Mortgage sso.so 1300. Addllbnal SettlMneM 1301. Required services that ~ can shop fa 1302. 1303. Peatlnaoectlon to (from GFE (horn GFE (from GFE ari 1 (hom GFE #11 (from (from GFE #7) (from GFE #8) GFE ~Peld outside of ~n9 by (e)orroMror, (S)eNer, (L~nde f, (t~Ve~, l1rO(Kkr. "Credd by tinder shown on Page 1 • Credit by setler shown on page 1. 5129.99 5843.70 s1 52 5.799.55 5 ~_ s726.ss 5610.08 588.48 575.00 Paid From pa- I- d-Front Borrower's Seller's Funds at Funds at 841 Prevbus editions are obsolete Page 2 of 4 HUD-1 of F HUD~4 ~ Catntot < ' _ ` t3ood F'atkh our ortpfrta~in M HUEI~i Your erodt or )16r tl1a ' itillrellt raM 1#togrl ~: ~t ~ ~ 375.00 375 00 Your O~pMIiM9rl tdWf4M: . 0 00 . T-an~r taaii aS ~ . 0.00 375 00 ~ 1209 . 375,00 t~laroa 111Th Teh1C~^...w-r..~..~_ ^~° ~: - ..--- . ~~ 845.00 Yea irtldal ban amount N Your ban Nn~ N Your hYtlp1 Mperat raM k Your h~Nlal npn~y anOW1t owed fof pdndpal, Int)eteal; ~ aMr inelrrarice is ~ l~olr hNlrNtrrll! ruer' - Even N you mtioe paytrwib qt ~ ~ 1~ brM1 tialleloe rhre7~ Even It you ~ paym«~ on tM11e, air gout irtwtaN Owed lb- PPM, krlwek and nlaipap~ N1surOna rtte~ Doer ~ br- haw a OroPMrMrd p« Ooea your loan hwe a haNoon payrrlettt? Tod mortlfi~r amoud owed including eaxow account LX J No. U Yes, it can rise to a maximrxn of S l`lo• ^ Yes, the first increase can be on / I and the monthly amount owed can rise b 5 , The rtlaxirrnwn it can ever rise b fa S X~ No. ~ Yes, your maximum prepayment Penalty is S l`b• ~ Yes, you have a balloon Payment of 5 Imars ~ / / due in You do not have a morindy esrxow payment for items. such ~ and homeowners insurance. You must pay these items d' P-oP«ty taxes ~Y Yo~ssH X~ You have an additlonal monthly escrow Payment of 5262.13 that results in a total inNial madhly amountowed o/ 5727, 52. This Indudea principal, interest, any mortgage insurance and any items checked below; ~PedY taxes Flood insurance ~ Homeowner's insurance Note: if you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender. 581,985.00 30. years 5.5000X 5465.39 includes XO Prinr9pal Xn Interest ^ rNortpape Insurance ~• ^ Yea, It can rise to a maximum of X. The fist change . w~ bs on I 1 and can change again every date, Yoe interest rate can increase a dec Years alter I I .Every change rease by interew rate is guaranteed b never be bwer th X. Aver the Nfe p f ~ loan, gar an X ar hlpher than X, Previous editions aro obsolete Page 3 of 4 HUD-1 • HUD CERTIFlCATION OF BUYER AND SELLER I have arofuay reviewed the HUD-1 Setdsment 3letsment end to the best of my knowledQs end belief, it is a bue and accurate statement of ell roaipts and disburaments made on my account or by me in this transectlon. I further artily that I hwe roaived a copy of the HUD-1 Settlement Statement. :i--- Bo K. Kyle Estate d Mary V. Hutchinson The HUD-1 8eglement gfate~t ~~ I haw preparod is a true end axunte acaunt of this trmsactlon. I haw aused or wi11 cruse the funds !o be dlsbuned in eccordarwe with this stetemsnt. SETTLEMENT AGENT DATE WARNING: IT 18 A CRIME TO KNOWINGLY MAKE FALSE 3TATEMENT8 TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIE8 UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS 8EE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. Prevbus editions ere obsolete Paye 4 of 4 HUD-t