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HomeMy WebLinkAbout07-01-111505610143 REV-1500 Ex(o,_,o> OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 Harrisburg, PA 17128-0601 RESIDENT DECEDENT Year File Number 10 1057 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 195 07 9301 10 06 2010 Decedent's Last Name SEBOLT (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Date of Birth 03 30 1917 Suffix Decedent's First Name MI RICHARD W Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE Wll'H THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a 1. Original Return ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Compromise ,2 ,2 82 f d h ft er - - ) (date o eat a g Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. between 12 31 ~1 ndt (datge5~f death 3. Remainder Return (elate of death pnor to 12-13-82) 5. Federal Estate Tax I~eturn Required ~ 8. Total Number of Safe Deposit Boxes 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 JAMES D BOGAR 717 7 3 7 8 7 61 r-,.~ ~~ r. _. First line of address ONE WEST MAIN STREET Second line of address City or Post Office State ZIP Code SHIREMANSTOWN PA ~; REGISTER OF WI ~SE ONL~' r~. n ~- ~' ~;~ r~r`1 t -~~ ' ~ -"+~>~ ~i~ 5...,.... ~~^^ -.-~..~ \.: :7 ~~ DATE FILIED ~"' ~ ;~' j `~'~ ~- ~-~~ C'"mx ~r+~ •-.... • 7 ~:.~ ~. Correspondent's a-mail address: jbOgar aCbogarlaW.COm 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. SIGNATURE OF PERSO SPONSIBLE FOR FILING RETURN CATS: Gary R. Sebolt 6 ' =~ ' ~~ f ADDRESS 120 Wed .evlvood Circle Etters PA 17319 _ SIGNATURE OF PREPARER OTF{g THAN REPRESENTATIVE DATE_ " ',~~~~, James D. Bogar l0 LPL a. C' ( ~ r.~ i~ ADDRESS One West Main Street, S iremanstown, PA Side 1 ~, 1505610143 15056],0143 J REV-1500 EX Decedent's Name: Sebolt, Richard W. Decedent's Social S~ec~urity Number 195 07 9:301 RECAPITULATION 124,375.00 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 & Miscellaneous Personal Property (Schedule E) ............... 5. 6,309.56 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous fin-Probate Property arate Billin u Se Re uested S h d l G 1.7 2 90.2 9 r p g q ............ ( c e u e ) 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... g. 196 7 , 9 7 4 . 8 5 1.6, 750.12 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 11.1 , 410.65 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11 1t:8 , 160.7 7 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 1.9,814.08 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. 1.9, 814.08 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 19 814.0 8 16 at lineal rate X .045 , . 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ................................................... .............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 1505610243 0.00 891.63 0.00 0.00 891.63 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-1057 DECEDENT'S NAME ~ ~ Sebolt, Richard W. STREET ADDRESS 336 10th Street CITY New Cumberland STATE PA ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) 891.63 0.00 891.63 3. Interest 0.00 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) (3) (4) (5) 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 to designate who shall use the property transferred or its income :.................................. [] ^x c. retain a reversionary interest; or ............................................................................................................... ^ 0 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? .................................................................................................................... ^ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ~~ ^ 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 tl-ie use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+ (11-08) J ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 ian real property ownea solely or as a tenant m common must pe reporteu at tally market value. ralr 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 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate -All that certain piece or parcel of real estate having erected thereon a dwelling 124,375.00 house known and numbered as 336 10th Street, New Cumberland, Pennsylvania 17070. The property was acquired by Richard W. Sebolt by deed dated January 7, 2010 and recorded January 19, 2010 in the Cumberland County Recorder of Deeds Office at Instrument No. 201001465. The total date of death assessed value of the property is calculated as follows: $99,500.00 (County Assessed Value) x 1.25 (Common Level Ratio) _ $124,375.00. TOTAL (Also enter on Line 1, Recapitulation) I 124,375.00 (If more space is needed, additional pages of the same size) L- Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 ~~ch~edule A (Rev. 11-08) 3 ~4~~ j Prepared by: Core Settlement Services, Inc. 3 8 00 IVlaxket Street OOO S f Camp Hill, PA 17011 Return to: Above address DEED Tax Parcel loo. 26-24-0811-241 THIS ~IYDENTURE, made the ~7 day of fah ~A at7- in the year of our Lord Two Thousand Ten (2010). BETWEEN RICHARD V4~. SEBOLT, a widower, by and through GAF:'Y R. SEI3OLT, his attorney-in-fact, pursuant to a Letter Of Attorney dated August 21, 2007, recorded in Cumberland County, Pennsylvania, GRANTOR, Warty of the First Part, A N D RICHARD W. 5EBOLT, a widower, GRANTEE, Party of the Second Part, WITNESSETII that the said Party of the First Part, for and in consideration of the sum of ONE ($1.00) DOLLAR and .00/100, lawful money of the United Staites of America, well and truly paid by the said Party of the Second Part to the said Party of the Pirst Part, at and before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, have granted, bargained, sold, alienated, enfeoffed, rel~ea+~ed, conveyed and confirmed and by these presents does grant, bargain, sell, alien, er~feoff, release, convey, and confu7m unto the said Party of the Second Part, her heirs and assigns. ALL that certain lot or parcel of land together with the improvements thereon erected, situate, lying and being in the Borough of New Cumberland (formerly Lower Allen Township), in the County of Cumberland and State of Pennsylvania, being the Western moiety or twenty-hve, (25} feet of lot numbered thirty-three (33} on Plian of property of the Levi Brandt Estate, known as i'Seven Maples No. 1" as recorded in the office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, iri Flan Book No. 1 at page 44 and more particularly bounded and limited as follows, to wit:: BEGINNXNG at a point on the southerly line of Tenth Street fifty (SO) feet East of the intersection of Tenth Street with a ten {10) feet wide public alley, at the easterly line of lot numbered 34 in the above-mentioned plan of lots; thence continuing along the southerly line of Tenth Street in an easterly direction twenty-five (25) feet, more or less, to the center of the partition wall separating the property herein described and No. 334 "Tenth Street; thence along, through and beyond said partition wall above mentioned in a southerly direction, at right angles to Tenth Street, one hundred (100) feet to the northerly line of another ten (10) feet wide public alley; thence by the northerly Line of saiC[ alley westwardly a distance of twenty-five (25) feet, more or less, to the easterly line of lot numbered 34, said first mentioned plan of lots, and thence by the easterly line of said[ lot numbered 34 in a northerly direction one hundred (100) feet to the southerly line of TE:nth Street, the point or place of BEGINNING. BEING the westerly twenty-five (25} feet of lot numbered 33 on said Plan known as "Seven Maples No. 1" and having thereon erected the westerly half of a two and one- half story frame dwelling house and known and numbered #336 Tenth Street, New Cumberland, Cumberland County, Pennsylvania. BEING THE SAN:[E PREMISES which Leon E. Zeigler and Dorothy E. Zeigler, his wife, granted and conveyed unto Richard W. Sebolt and Phyllis J. Sebc-lt, his wife, by deed dated February 9, 1957 and recorded February 19, 1957 in the Recorder of Deeds Office in and for Cumberland County, Pennsylvania in Record Book Q-17, Page 267. The aforementiozzed Phyllis J. Sebolt departed this life on March 2, 2008, thereby vesting her interest unto her surviving spouse, tie grantor herein. THIS IS A C~IVTlEYANCE FROM AN ,1rNDIVIDUAL UNT'D H.~M.SELF Al~~.D~ IS THEREFORE EXEIIIPT .FROM TRANSFER TAX UNDER and SiTBJECT to restrictions and conditions as now appear of recor+d. AND THE SAID Party of the First Part, for herself, her heirs, executors and administrators, does by these presents, covenant, grant and agree to atad with the said[ Party of the Second Part, her heirs and assigns, that they, the said Party of the First Pan, hear heirs all and singular the hereditaments and premises hereinabove described and granted or mentioned and intended so to be, with appurtenances, unto the said Party of the Second fart, hez heirs and assigns, against the said Party of the First Part and her heirs and against all and every other person or persons whomsoever, lawfully claiming or to claim the same or any part thereof, by, from or under them, them or any of them, shall and will, by these presents, SPECIALLY W~.IZRANT AND FOREVER DEFEND. THE REI~L~NDER ~F THIS PAGE IS INTENTXUNALLY LEF"I' BLAN>:. ~~-~,ea+~•M?:~M~~71lI~s~ISIM~.. _ M~K;+~IF'MI~tlM~l~~wq/e .. t~#~r7~*~--"'".,..".r.,...:..,-._...:. ._. .. ~.~, ...,..._~. ~».,,~...~,,. ._:• , ~,_..-Y...-,... ....... ._.,...._...o..... ..._. ,,--•......._..° M.aMan.-".... IN WITNESS ~WkIEREOF, the said Party of the First Part, have hereunto set hex hand and seal the day and year first above written. Signed, Sealed and ~t , ~, ~~d~ Delivere in the Pzesence of (SEAL) (SEAL} RICI-IARx? 'W. SE$DI~T, by his ITNESS FOR GARY R. SE$O?LT, attorney-in-fact GARY R. SEBOLT attorney-in-fact for RICkIARD W. SEBOLT CONA!'IONWEALTHOFPENNSYLVAN7A ) ) :SS CoUrr'rY o~ a ~. dew ~G h ~ ) On this, the ~_ day of v`7a^lrM , 2410, before me, a Notary Public, the undersigned officer, personally appeared GARY R S ~ BOLT, Attorney-in-Fact for R~C1tA,RD W. SEEOLT, the Grantor, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he e.~ecu#ed the same for the purpose therein contained. IN WITNESS W1=~REOF, I hereunto set my nand and Notarial seat. My Commission Expires JAL y~~ Notary Public coMMOrvw~z~ of ~vNSY~.v~w~ t~otariat seal }Oren L. Burch, Notary publ~t Hampden Twp., ~ms~ertsrw Cwunry My Commt9slon hOY. ~4 20t3 Member. ~tn~rtv~ta~! n ~ Ni~MN CERT'.I~CAT~4N OF'ADDRE1SS I hereby certify that the precise residence of the Gxantee in the within Deed is: lZp ~~a G+~f/d ~ C,r rt. u~~ ~,~ nS ~ ~G ~ ~ 7 3 ~~ _~. Agent far ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17{l13 717~24~-637U Instrument Number • 241001463 Recorded On 1/1912010 At 11:44: 05 AM * Instrument Type -DEED Invoice Number - 59448 User 1D - MSW * Grantor - SEBOLT, RICHARD W * Grantee - SEBOLT, RICHARD W * Customer -CORE SETTLEMENT SERVICES * FEES STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICE RECORDING FEES - $12.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $21.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 WEST SBORE SCHOOL $0.00 DISTRICT NEW CUMBERLAND BOROUGH $0.00 TOTAL, PAID $63.00 * Total Pages - 4 Certif cation Page DO NOT DETACH: This page is now part of this legal document,. I Certify this to be recorded in Cumberland County PA ° RECORDER U~ D DS ~~o * -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. iiiiiuiiuiiiiiiiiiiiui~u Cumberland County Tax Reassessment Value Lookup:Details Page 1 of 1 Detailed Results for Parcel 26-24-0811-241. in the 20.10 Reassessment Database Ur„11C1 altt » 26 -NEW CUMBERLAND p ~ 2ND WD Prt~pe~t'~f Type. R ~iCl'1pQl Dlstt'ICt; 9 -WEST SHORE SD ()y~~er» SEBOLT, RICHARD w Pa~`Cel I(~; 26-24-0811-241. ~('j S'~a'~Ur~; pause 336 Taxable Status: T~3xable Property Number: ~"itreet: TENTH STREET t)Id Assessed -Land: 20000 New Assessed -- Land: 25500 O-Id Assessed -Buildings: 79500 New Assessed -Buildings: lo6soo t)Id As5-es5ied - T+~tal: 99500 NG'W Assessed !' Total: 132300 ~Dld CG ASSess+~d " l..and: NOT New ~.~.71i Assessed ~' l..and: NOT t)Id CG Assessed - APPLICABLE NeW ~~ Assessed ~ APPLICABLE Buildings: Buildings: t?Id CG Assessed -Total: New CG Assessed -Total: http://ccweb.cepa.net/tax_lookup/Details.aspx?pid=26-24-0811-241. 10/18/2010 Rev-1508 EX+ (6-98) ,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 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. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) ~~ LEADING THE YYAY November 19, 2010 James D Bogor Esq. One West Main St Shixexn.anstowzt, P,A, 17011 RE: Richard W Sebolt SSN: 195-07-9301 UOD: 10-06-2010 Dear Mr. Bvgar: In response to your xequest for Date of Death (DOD) balances for the custorar~er noted abovE:, oux arecords show the following: Checking Account Account # 5140056236 RICHARD W SEBOLT Established: 01-01-1978 DOD balance: $ 4,452,53 non intexest bearing Please note that this office provides date of death balances for deposit accounts (]F.AS, CDs, Checking and Savin,;s). ~ We do not process any finapzial txaosacta.ons or provide statements. tf you need assistance witJa any of these items, please call I-888-PNC-BANK (1-885-762-2265) or stop by your local PNC Bari; branch v£~ice. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC T~iis message is int~errded for the use of the individual or entity tv which it is addressed and may ca~ztain information that is privileged confidential and exerrrptfrom disclaszcre under applicable law. ~f the reader of this message is not the intended recipient ar the employee or agent responsible. for delivering this message to the intended recipient, you are hereby notified that crny dissemination, distribution or copying of this corrrmurricatiorts is strzctly prohibited. If you have received Phi?s communication in error, please notify me immediately by reply yr by telephone at 800-76Z-1775 and irramedaately destroy this fared document. Page 1 of 1 Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFER.SATTACNTA COPY OF TIE DEED OR REAL ESTATDE. DATE OF DEATH VALUE OF ASSET °i° OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 MetLife Annuity -Contract No. RS00641376. Gary R. 17,290.29 17,290.29 Sebolt is the designated beneficiary of this annuity. See attached fax from MetLife. J TOTAL (Also enter on Line 7, Recapitulation) II 17,290.29 (If more space is needed, additional pages of the same size) 'T Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) ME:tLiFe P.O. Bax 10360 Des P~ioines IA S0306-0366 1-$Dt~-255-9~~38 0 To: Gary Sel~oft Fax: 717-932-747 Phone: Re: RS~d13?6 -Richard Seboh From: Alison Loanley Pages: 1 fete: Nouember 1 D, 2010 C C: Fax: ^ Urgent ^For Review ^ Please comment ^ Please Reply ^ Please I~ecycJe This correspondence is in response to your inquiry on the reference- d c~ontr``` ~s of Octaher 6, 2010, the commuted value of contr ct RS00641376 u.'as $17,?9p ,~9 If you have any questions, p lease contact your repres t~ve or cal! our Customer ~ Service tenter at 1-$Od-255-944$ ~~tonday through Frsday ~een 3;30 a.m t 6;3Q p.m,, ET. I~b1POfiT4Ni: TH15 f~IESSACE IS fh'i:NpEO FOR THE USE DF THE INDIVIDUAL OF "eNT1TY 70 PJJ:ICY 4GpRESSl.O APJJ tv1AY COJJTAItI If~'FORM4TIdN iHAT !S CONFfDENTtdL. IF 1r,E READER .'~.F TH15 h1E55AGE 15 WOf THE INTENDED P,ECIPIEPII OR THE EMDLDYEc DFt 4GEiJl RESpON51BlE FAR Ds~1vERIPa..; THE ME:SSaG= 10 7'r:E iiVicPiDF4 FtECIPIEPIT, 1'OU AAE HEREBY NOTfrfED THAT A?JY GISSEh,91NATI0PJ, OISTR'BUTI01'J OR COPYING OF THIS CChdML'fJICl~TI}fJ IS SiRICTtY PRO'r11E17EO, fF YCU HAVE RECE'L'EG TN,IS CCJN1v1U~VIC.~TIOM IN ERROR, PLEASE NO~ifFY U; Il~IiNIEDIATELY 3Y TELEPhONE TO ARR~NG= FOfi TL;E RETURN qF 7HE MATEF,IALS. THANK YD',;. REV-1151 EX+ (10-06) SCHEDULE H ,. COMMONWEALTCH OF PENNSYLVANIA FUNERAL EXPENSES & IN RESIIDENCED ~ DENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A, FUNERAL EXPENSES: See continuation schedule(s) attached ~ 1,766.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zia Year(sl Commission raid 2. Attorney's Fees Bogar & Hipp Law Offices 7,350.00 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 319.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 7,314.62 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 16,750.12 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex enses 1 Musselman Funeral Home -cremation bill 1,766.00 H-A 1,766.00 2 Other Administrative Costs APM -lawn care and snow removal 60.00 3 APM -Lawn care and snow removal 40.00 4 APM -lawn care and snow removal 20.00 5 APM -lawn care and snow removal 165.00 6 APM -lawn care and snow removal 140.00 7 APM -lawn care and snow removal 120.00 8 Apryl Diehl -painting 1,500.00 9 AT8~T -utility bill 101.77 10 Borough of New Cumberland -Sewer and refuse bill 115.04 11 Borough of New Cumberland -Sewer and refuse bill 102.43 12 Borough of New Cumberland -Sewer and refuse bill 106.43 13 Castle Clean -house cleaning 179.00 14 Comcast -Cable bill 87.98 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 ITEM NUMBER DESCRIPTION AMOUNT 15 J 8< W Hardware -home repairs 81.85 16 Lowe's -home repairs 100.00 17 Lowe's -Home repairs 100.00 18 Lowe's -home repairs 200.00 19 Lowe's -Home repairs 60.00 20 Lowe's -Home repairs 60.00 21 Lowe's -home repairs 100.00 22 Lowe's -Home repairs 60.00 23 Lowe's -Home repairs 40.00 24 MetLife -Reimbursement 221.41 25 Mike Clouser -junk removal fee 209.50 26 PA American Water -utility bill 65.26 27 PA American Water -utility bill 35.11 28 PA American Water -utility bill 34.09 29 PA American Water -Utility bill 99.68 30 Pharmerica -medical bill 24.93 31 PPL -utility bill 45.21 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-1057 ITEM NUMBER DESCRIPTION AMOUNT 32 PPL -utility bill 24.00 33 PPL -utility bill 22.90 34 PPL -Utility bill 39.28 35 PPL -Utility bill 63.07 36 RESERVES: -Costs to conclude administration of the Estate, including fees for filing of PA 1,500.00 Inheritance Tax Return, Inventory and Accounting, preparation and filing of Fiduciary Income Tax Returns 37 Robin Gasperetti, Tax Collector -School Taxes 325.31 38 Robin Gasperetti, Tax Collector - 2010 County/Township Real Estate Tax 654.22 39 State Auto -Homeowner's Insurance 113.00 40 State Auto -Homeowner's insurance 36.62 41 State Auto -homeowner's insurance 36.62 42 State Auto -Homeowner's insurance 36.62 43 State Auto -Homeowner's insurance 36.62 44 State Auto -Homeowner's insurance 36.62 45 UGI -utility bill 26.03 46 UGI -Utility bill 38.66 47 UGI -utility bill 11.65 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) sc~E®u~ ~ FUNERAL EXPENSES AND ADlViINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-105'7 ITEM NUMBER DESCRIPTION AMOUNT 48 UGI -utility bill 38.71 H-B7 7,314.62 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SHE®ULE 1 _~ DEBTS OF DECEDENT, IVIO~TGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sebolt, Richard W. 21-10-105'7 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expen:~es. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Golden Living Center -nursing home care 314.33 2 Golden Living Center -Nursing home care 185.41 3 Pennsylvania Department of Public Welfare -Claim for restitution of medical assistance per 4,086.79 attached letter. 4 Wells Fargo Home Mortgage -Reverse Mortgage No. 1687672. This Home Equity Conversion 106,824.12 Mortgage dated January 7, 2010, and recorded January 19, 2010 in the Cumberland County Recorder of Deeds Office at Instrument No. 201001466, and was originally held by PNC Mortgage, LLC. A copy of said mortgage is attached hereto and incorporated herein. Said Mortgage was assigned to Wells Fargo Home Mortgage by Assignment of Mortgage dated July 19, 2010 and recorded August 9, 2010 in the Cumberland County Recorder of Deeds Office at Instrument No. 201021902, a copy of which is attached hereto and incorporated herein. Pursuant to the attached correspondence from Wells Fargo Home Mortgage, same being dated January 27, 2011, the outstanding balance of this mortgage is $106,824.12. TOTAL (Also enter on Line 10, Recapitulation) I 111,410.65 (If more space is needed, additional pages of the same size) - Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF PROGRAM INTEGRITY DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 January 6, 2011 JAMES D BOGAR ESQ ONE WEST MAIN STREET SHIREMANSTOWN PA 17011 Re: Richard Sebolt CIS #: 960186361 SSN: ###-##-9301 Date of Death: 10/06/2010 Dear Attorney Bogar: Please be advised that the Department of Public Welfare maintain: a claim in the amount of $4,086.79 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 19'4, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $4,086.79, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be Entered as a priority Class 5.1 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assess~aent, and a current appraisal, if available. Sincerely, Judy E. Deaven Claims Investigation Agent 717-214-1284 717 - 7~ =~~.~3- FAX 7 ~; L - ~" ~ ~---C~, Enclosure ,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS 'CPL SECTION -CASUALTY UNIT PO BOX 8486 HARRISBURG PA 17105-8486 December 17, 2010 STATEMENT OF CLAIM SUMMARY NAME Estate of SEBOLT, RICHARD I D 960 186 361 MEDICAL CLASS 3 CLASS 5:1 TOTAL INPATIENT .00 .00 .00 OUTPATIENT .00 .00 .00 LONG TERM CARE 4,086.79 .00 4,086.79 DRUG .00 .00 .00 REIMBURSEMENT TO DPW 4,086.79 .00 4,086.79 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE EIN - 23-6003113 ~ -- GOLDEN LIVINGCENTER-WEST SHORE 770 POPLAR CHURCH RD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE December 17, 2010 STATEMENT OF CLAIM NAME SEBOLT, RICHARD I D 960 186 361 AMP HILL PA 17011 DATE OF SERVICE PAYMENT DATE ORIG}NAL CRN ADJUSTED CRN USUAL CHARGES AMOUNT APPROVED 09/01/10 - 09/30/10 12/06/10 27103404022150001 27103404022150001 6,094.20 4,086.79 DIAGNOSIS 1 5990 URIN TRACT INFECTION NOS DIAGNOSIS 2 : 78096 GENERALIZED PAIN PROC CODE : 000000 PROVIDER SUB TOTAL GOLDEN LIVINGCENTER-WEST SHORE 6,094.20 4,086.79 03 101553152 0001 r~r~,.~,,, ~. ~z. 191~~ This Dacument Prepared By: SARAH FAECHER PNC MORTGAGE, LLC 9021 MERIDIAN WAX IST FLC-OR WEST CHESTER, OH 45069 WI-~e::, Recorded Mai} To: WF;EIlVI FINAL DO 2599-024 405 SW TH REET D OIN IA 50309-4604 Core Se~~t ~; -'ce: ~gpp ~ Strea# Camp Niq, P~-17o'11 Nll~ll~~~lA~ltlll~ PH NE: 5130 a ~ ° 4 g 1 1 ~' a~ ~ . Parcel No: o(~t (Space Above Thts Line For Recording Dataj Commonwealth of Pennsylvania FHA Case No. 441-9654934-95Z Loan No. 0116583428 (This is an Open-End Mortgage and secures future advances pursuant to 42 Pa. CS. §§ 8143 and 8144, Act. No 126 of 1990) ADJI~STABLE RATE OPEN-END HOME EQUITY CONVERSION MORTGAGE THIS OPEN-END MORTGAGE ("SECURITY INSTRUMENT") SECURES FUTURE ADVANCES THIS OPEN-END MORTGAGE ("Security Instrument") is given on JANUARY 7, 2010 .The rnortgagar is RIC1iARD W SEBOLT by Gary R. Sebolt, P4A whose address is 336 TENTH STREET NEW CUMBERLAND, PENNSYLVANIA 17070 ("Borrower"). This Security Instrument is given to PNC MORTGAGE, LLC which is ,and whose address of ("Lender"}. Borrower has agreed to repay to Lender amounts which Lender is obligated to advance, inc}uding future advances, under the terms of a Home Equity Conversion Loan Agreement dated the same date as this Security Instrument ("Loan Agreement"). The agreement to repay is evidenced by Borrower's Note dated the same date as this Security Instrument ("Note"). This Security Instrument secures to Lender: (a} the repayment of the debt evidenced by the Note, with interest at a rate subject to adjustment (interest;, and all renewals, extensions and modifications of the Note, up to a maximum principal amount of TWO HUNDRED ONE THOUSAND AND NO /100 organized and existing under the laws of DELAWARE P.O. BOX 11701, NEWARK, NEW JERSEX 07101 Dollars (U.S. $ 201,000.00 }; {b) the payment of a(I other sums, with interest, advanced under Paragraph 5 to protect the security ofthis Security Instrument or otherwise due under the terms ofthis Security Instrument; and {c} the performance of Borrower's covenants and agreements under this Security Instrument and the Note. For this purpose, Borrower does hereby mortgage, grant and convey to Lender the following described property located in CUMBERLAND County, Pennsylvania: First American Loan Production Services Pennsylvania HECM ARM Security Instrument X2008 First American Item Estate Solutions LLC FALPS~ PAHECMISIA Rev. OS-1 I-09 Page 1 ~.,..tw..:....:.~.w. ~. .: ,9rF!,.iY,r,AM,.MANd~IIW-kIM.,iMal.wsrw~.__ ... _ ~...... ._.:..:.,,..:.. „ ....~w.~..,:,ncw;...,.,~.,..~-..~ ...... ~•. ~ _ _ ... .. _ ,.~. a-,.~m........._ . :. OI16583428 SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART 1^IEREQF; which has the address of 336 TENTH STREET NE'W CUMBERLAND ,PENNSYLVANIA [CitYl [State) [Street) 17070 ("Property Addmss"}; [Zip Code) TOGETHER WITH all the improvements now ar hereafter erected on the Property, and all easen1ents, rights, appurtenances, and fixtures now or hereafter a part of the Property. Ali replacements and additions shall also be covered by this Security instrument. All of the foregoing is referred to in this Security Instrument as the "Property." BORROWER COVENANTS that Borrower is lawfully seised of the estate hereby conveyed artd has the right to mortgage, grant and convey the Property and that the Property is unencumbered. Borrower warrants and will defend generally the title to the Property against all claims and demands, subject to any encumbrances of record_ THIS SECURITY INSTRUMENT combines uniform covenants for national use and non-uniform covenants with limited variations by jurisdiction to constitute a uniform security instrument covering real Property. UNIFORM COVENANTS. Borrower and Lender covenant and agree as follows: i. Payment of Principal and Interest. Harrower shall pay when due the principal of, and interest on, the debt evidenced by the Note. 2. Payment of Property Charges. Borrower shall pay all property charges consisting of taxes, ground rents, flood and hazard insurance premiums, and special assessments in a timely manner, and'. shall provide evidence of payment to Lender, unless Lender pays property charges by withholding funds from monthly payments due to the Borrower or by charging such payments to a line of credit as provided for in the Loan Agreement. 3. Fire, )(flood and Other Hazard Insurance. Borrower shall insure all improvements on 'the Property, whether now in existence or subsequently erected, against any hazards, casualties, and contingencies, including fire. This insurance shall be maintained in the amounts, to the extent and for the periods required by Lender or the Secretary of Housing and Urban Development ("Secretary"). Borrower shall also insure all improvements on the Property, whether now in existence or subsequently erected, against loss by floods to the extent required by the Secretary. All insurance shall be carried with cotnpanies approved by Lender. The insurance policies and any renewals shall be held by Lender and shall include loss payable clauses in favor of, and in a form acceptable to, Lender. In the event of loss, Borrower shall give Lender immediate notice by mail. Lender may make proof of loss if not oracle promptly by Borrower. Each insurance company concerned is hereby authorized at~d First American Loan Production Services Pennsylvania 1-iECM ARM Security Instzurnent 92008 FirstAmerican Roal Estate Solutions LLC FALPS# PAHECMISIA-2 Rev. OS-11-09 Page 2 0116583428 directed to make payment for such loss to Lender instead of to Borrower and Lender jointly. lnsurance proceeds shall be applied to restoration or repair of the damaged Property, if the restoration or repair is economically feasible and Lender's security is not lessened. If the restoration or repair is not economically feasible or Lender's security would be lessened, the insurance p~~.;~~e.~.~ shall he afl~Iicd first to the reduction of any indebtedness under a Second Note and Second Security Instrument held by the Secretary on the Property and then to the reduction of the indebtedness under the Note and this Security Instrument. Any excess insurance proceeds over an amount required to pay all outstanding indebtedness under the Note and this Security Instrument shall be paid to the entity legally entitled thereto_ In the event of foreclosure of this Security Instrument or other transfer of title to the Propem,~ that extinguishes the indebtedness, all right, title and interest of Borrower in and to insurance policies in farce shall pass to the purchaser. 4. Occupancy, Preservation, Maintenance and Protection of the Property; Borrower's Ltaan Application; Leaseholds. Borrower shall occupy, establish, and use the Property as Borrower's principal residence after the execution of this Security Instrument, .and Borrower (or at least one Borrower, if initially more than one person are Borrowers} shall continue to occupy the Property as Borrowers principal residence for the term of the Security Instrument. "Principal residence" shall have the same meaning as in the Loan Agreement. Borrower shall not commit waste or destroy, damage or substantially change the Property or allow the Property to deteriorate, reasonable wear and tear excepted. Borrower shall also be in default if Borrower, during the loan application process, gave materially false or inaccurate information ar statements to Lender (or failed to provide Lender with any material information) in connection with the loan evidenced lby the Note, including, but not limited to, representations concerning Borrowers occupancy of the Property as a principal residence. If this Security Instrument is on a leasehold, Borrower shall comply with the provisions of the lease. If Borrower acquires fee title to the Property, the leasehold and fee title shall not be merged unless Lender agrees to the merger in writing. 5. Charges to Borrower and Protection of Lender's Rights in the Property_ Borrowe><• shall pay all governmental or municipal charges, Ernes and impositions that are not included in Paragraph 2. Borrower shall pay these obligations on time directly to the entity which is owed the payment. If failure; to pay would adversely affect Lender's interest in the Property, upon Lender's request Borrower shall promptly furnish to Lender receipts evidencing these payments. Borrower shall promptly discharge any lien which has priority over this Security Instrument in the manner provided in Paragraph l2(c). If Borrower fails to make these payments or the property charges required by Paragraph 2, or fails to perform any other covenants and agreements contained in this Security Instrument, ar there is a. legal proceeding that may significantly affect Lender's rights in the Property (such as a proceeding in bankruptcy, for condemnation or to enforce laws or regulations}, then Lender may do and pay whatever is necessary to protect the value of the Property and Lender's rights in the Property, including payment of taxes, hazard insurance and other items mentioned in Paragraph 2. To protect Lender's security in the Property, Lender shall advance and charge to Borrower all amounts due to the Secretary for the Mortgage Insurance Premium as defined in the Loan Agreement as well as all sums due to the loan servicer for servicing activities as defined in the Loan Agreement. Any announts disbursed by Lender under this Paragraph shall become an additional debt of Borrower as provided for in the Loan Agreement and shall be secured by this Security Instrument. 6. Inspection. Lender or its agent may enter on, inspect or make appraisals of the Property i.n a reasonable manner and at reasonable times provided that Lender shall give the Harrower notice prior to any inspection or appraisal specifying a purpose far the inspection or appraisal which must be related to Le:nder's interest in the Property. If the Property is vacant or abandoned or the loan is in default, Lender ma.y take reasonable action to protect and preserve such ~•acant or abandoned Property without notice to the Borr~awer. First American Loan Production Services Pennsylvania l-IECM ARM Security Instnzrnent ©2008 First American Real Estate Solutions LLC FALPS>* PAHECMtSTA-3 Rev. 05-11-09 Page 3 .me,..z,..c....w,.a.a..s......e~!.~...tl+I~R+Aw-+~..a~wwl~r~w-+*,~w*-..g....+._....,_.,_...:..,.....w...+,--,+~k-~~.a wk+,w+-•.,. _: .~, ,... .......~..., 0116583428 [Space Below T}tis Line For Acknowledgment) -` State of PENNSYLVANIA County r /~ On this, the ~ day of r ZU~ ~ before me ~CZ.Y'"Gh ~ ~ {~~L ~'`L^_ --~ the undersigned officer, p ovally ap re RICHARD W SEBOLT ~ j'J ~~~l~? ~~ known to me (or satisfactorily proven} to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ti Title of Of icer Certificate of Residence: I do certify that the precise address of the within named mortgagee is PNC MORTGAGE, LLC TH QF P~~-VANIA COMSNONIN1:Al~__ ~rIa1N~`+Y t~ti~htit lCa~n l.. tBur+d~, tiampd~n~p,~ ~,tidnt~ ~:ountY µQ4.:t~, z01s ~- ~ ~ ~ at tiat~rle5 rwm~E P.G. B(?X 11701 NEWARI{, NEW JERSEY 0710I First American Loan Production Services ©2008 First American Real Estate Solutions LLC FALPS;r PAHECMISiA-l 1 Rev. OS-l 1-09 ;~ By: , ~ -- Nam e: ~/ ~d.y~t i~, ~~ /U l~ i^C/~ --- Title: ~~ r Page 11 Pennsylvania HECM AR1vI Security Instlroment Stewart Title Guaranty Company Commitment Number: 2009120019'' EXHIBIT A PROPERTY DESCRiPTIQN The land referred to in this Commitment is described as follows: ALL that certain lot or parcel of land together with the improvements thereon erected, situate, lying and being in the Borough of New Cumberland (formerly Lower Allen Township), in the County of Cumberland and State of Pennsylvania, being the Western moiety ortwenty-five, (25) feet of lot numbered thirty-three (33) on Plan of property of the Levi Brandt Estate, known as "Seven Maples No. 1" as recorded in the office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Plan Book No. 1 at page 94 and more particularly bounded and limited as follows, to wit: BEGINNING at a point on the southerly line of Tenth Street fifty {50) feet East of the intersection of Tenth Street with a ten (10} feet wide public alley, at the easterly line of lot numbered 34 in the above-mentioned plan of lots; thence continuing along the southerly line of Tenth Street in an easterly direction twenty-five (25) feet, more or less, to the center of the partition wall separating the property herein described and No. 334 Tentlh Street; thence along, through and beyond said partition wall above mentioned in a southerly direction, at right angles to Tenth Street, one hundred {1Q0) feet to the northerly line of another ten (10} feet wide public alley; thence by the northerly line of said alley westwardly a distance of twenty-five (25) feet, more or less, to the easterly line of lot numbered 34, said first mentioned plan of lots, and thence by the easterly line of said lot numbered 34 in a northerly direction one hundred {100) feet to the southerly line of Tenth Street, the point or place of BEGINNING. BEING the westerly twenty-five (25} feet of lot numbered 33 on said Plan known as "Seven Maples No. 1" and having thereon erected the westerly half of a two and one-half story frame dwelling house and known and numbered #33fi Tenth Street, New Cumberland, Cumberland County, Pennsylvania. Parcel #26-24-0811-241 ALTA Commitment Exhibit A (2009120019.Pf=Dl2009120019/25) ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARI..ISLE, PA 17413 717-24p-6370 Instrument Number - 201001466 Recorded On 1/19!2010 At 11:44: 06 AM * Instrument Type -MORTGAGE Invoice Number - 59448 User ID - MSW * Mortgagor - SEBOLT, RICHARD W * Mortgagee - PNC MORTGAGE LLC * Customer -CORE SETTLEMENT SERVICES * FEES STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICE RECORDING FEES - $27.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 TOTAL PAID $78.00 * Total Pages - 13 Certification Page DO NOT DETACH: This page is naw part of this legal document. I Certify this to be recorded in Cumberland County PA ;~ ort cay++ ° ° RECORDER O~ D DS r~ * -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. OOOSIA !7!91M!~M"1MNd+Yn(rt~n.,,,.,:..,,;,...y.w,,,,.".„~,,,... .:Yn*w..: / - =ii!'-•t :. ~'-* M'M M.r?`r+~Mf•4rlF 'Rp."''~~ rV:.•.yayen..-~....~ .ilMr+..' . • .. «!p.{ _ ~~qe~ ~ RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: Wells Fargo Home Mortgage- Final Docu 405 SW 5th St. Des Moines, IA 50309 Attn: MAC #X2599-024 Loan #: Il~~li~8~l~ll~pl~~ll~l~lll~lllil~ld11 Prepared By: TIM FALCK Pin or Tax ID ;26-24-0811-241 MIN #: 100011300126070027 MERS Phone: 1-888-679-6377 Space Above this Line for County Recorder Assignment of Mortgage ~ilNl~llllll~l~~l'~I OO I W R2 FOR VALUE RECEIVED, the undersigned hereby grants, assigns and transfers to: Wells Fargo Bank, N.A., successor by merger to Wells Fargo Home Mortgage, Inc. 1000 Blue Gentian Rd -X9999-01 M, Eagan, MN 56121-7700 all beneficial interest under that certain Mortgage dated: January 07, 2010 executed by: RICHARD W SEBOLT Beneficiary: PNC Mortgage, LLC and recorded as Instrument No. 201001466 on January 19, 2014 in Book: Page: , of Official Records in the County Recorders office of Cumberland County PA ,describing land therein as: New Cumberland Borough. Legal Description as shown andlor attached to the mortgage referred to herein. Pin or Tax ID #: 26-24-0811-241 Loan Amount: $2x1,000.00 Property Address: 336 TENTH STREET, NEW CUMBERLAND, PA 17070 TOGETHER with the note or notes therein described or referred to, the money due and to become due thereon with interest, and all rights accrued or to accrue under said Mortgage. PNC Mortgage, LLC Dated: July 19, 2010 State of Minnesota ) ss. VIENGMOR PHIDAVANH County of Dakota Vice President Loan Documentation, PIVC Mortgage, LLC On Jufy 19, 2010, before me, personally appeared VIENGMOR PHIDAVANH, Vice President Loan Documentation of PNC Mortgage, LL.C known to me {or proved to me on the basis of satisfactory evidence} to be the person(s) whose names} islare subscribed to the within instrument and acknowledged to me that hetshe/they executed the same in hislherltheir authorized capacity(ies). entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. ;;: t SEBLEWOi~iGEL MOLLA ~.. ~[otary Public ~ ~ ~/I,, ~. .j ,. --- - -~._ {Seal) . p;;„ ;~~ Minnesota ----- My Con~missior Expired .January 31, 2011 Notary I do certify that the precise address of the within named assignee is 1000 Blue Gentian Rd -X9999-01 M, Eagan, MN 55121-7700 ~.''.1 ~.~ Signed: (TIM FALCK) ROBERT P. ZIEGLER RECORDER OF DEEDS CITMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA, 17U13 717-244-637a Instrument Number - 201021902 Recorded On 8!9/2010 At 1:03:39 PM * Instrument Type -ASSIGNMENT OF MOR'T`GAGE Invoice Number - 70597 User ID - AF * Mortgagor - SEBOLT, RICHARD W * Mortgagee -WELLS FARGO I3K N A * Customer -WELLS FARGO HOME MORTGAGE * FEES STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICE RECORDING FEES - $11,50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 TOTAL PAID $50.50 * Total Pages - 2 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA ` RECORDER O~D EDS ~~ r v»o * -Information denoted by an asterisk may change during the verification process and may not be reflected on 1:his page. ()Q1'WR2 Il l l it l it ~l i 111 II fil i lilfl ill s ~~ _.'. .. January 27, 2011 GARY R. SEBOLT 120 WEDGEWOOD CIRCLE ETTERS, PA 17319 Subject: 33 Day Repayment Demand- Deceased Loan Number: 1687672 Borrower(s): ESTATE OF RICHARD SEBOLT Dear GARY R. SEBOLT: rA~~~, {' ~., ~~, . Our records indicate that the reverse mortgage loan referenced above is in default. Unless the default is cured by 03/02/2011, it will become necessary to accelerate the Mortgage Note and pursue the remedies provided for in the Mortgage or Deed of Trust. The reason the referenced reverse mortgage loan is in default. :is due. to the death of all named mortgagors on the Note and Mortgage: or Deed of Trust. Failure to cL~re the default by repaying the entire loan balance and all applicable fees and costs, associated with the debt will z:esult in the ac~eler~~ti on o~ the Martgacse ?vote. UndQr the terms of your deed of trust, you have the rig~lt to pay the loan balance in full, sell the property for the lesser of total balance of the loan or 950 of appraised value and apply the proceeds to the debt; or provide the lender with a Deed in Lieu of Foreclosure. Once acceleration has occurred, a foreclosure action or any other remedy permitted under the terms of the Mortgage or Deed of Trust may be initiated. Lender Loan Id: 0116583428 The right exists to cure the default of the Note and Mortgage or Deed of Trust after acceleration. However, any future negotiatior_s attempting to cure the default shall not constitute Wells Fargo Bank, N.A.'s waiver of the acceleration unless agreed to, in writing, by Wells Fargo Bank, N.A. If foreclosure is initiated, the right exists to refute the existence of a default or offer any other defer-use to acceleration deemed appropriate., The approximate debt as of January 2-7, 2011 was $106,824.12 representing principal, accrued interest, Mortgage Insurance Premium (MIP) and service fees. Additionally, any advances made for delinquent taxes, insurance and maintenance of the property will be added to the debt. If you do not cure this default or take one of the other actions outlined in paragraph four by 03/02/2011, we will proceed with acceleration and foreclosure. Foreclosure fees and costs will be assessed to the loan ioalance. If you need additional time to market and sell the property, to repay this debt please contact our office by phone, at 1-866-234-0002, as soon as ~:ossible. In addition, a monthly property inspection will be performed to insure the property is secured. If the property is vacant, it will be preserved.. It remains the responsibility of the estate to maintain the property at all times. We are required by Federal Law to notify you of the availabi:Lity of government approved home ownership counseling agencies designed to help homeowners avoid losing .their home. We urge you to give this matter your immediate attention. To obtain a list of approved counseling agencies for your state please call 1-800-569-428'7 or write to: U.S. Department of Housing-and Urban Development 4.51 7th Street S.W., Washington, DC 20410 http://www.hud.gov/offices/hsg/sfh/hcc/hccprofl4.cf~m If you would like to discuss the present condition of your loan, or if we can be of further assistance, please call our Loan Service Representatives at 1-866-234-6002, Monday through Friday 8:00 a.m. to 6:00 p.m. Eastern Standard Time (EST). Please submit all written correspondence and payments to the following address: Wells Fargo Home Mortgage Reverse Mortgage Servicing P.O. Box 6000 Fort Mill, SC 29715-60.0.0 Fair Debt Collection Practices Act Disclosure Wells Fargo Bank, N.A. is required by the Fair Debt Collection Practices Act to inform you that, as your loan servicer, we are attempting to collect a debt, and any information obtained will be used for that purpose. However, if you have received a discharge from bankruptcy, and the loan was not reaffirmed in the bankruptcy case, Wells Fargo Bank, N.A. will only exercise its rights aga=inst the property and is not attempting to act to collect the disch<~rged debt from you personally. Sincerely, Wells Fargo Home Mortgage Reverse Mortgage Division La notificacion es de soma i~nportancia. ci no comprende el c~>ntenido ~T ~ ~f de esta notificacion obtenga una traducion inmediatamente. ACT 91 NOTICE TAKE ACTION TO SAVE YOUR HOME FROM FORECLOSURE DATE: January 27, 2011 TO: Estate of RICHARD SEBOLT 336 TENTH STREET NEW CUMBERLAND PA 17070 This Notice (Act 91 Notice) is sent pursuant to the Housing Finance Agency Law, Act of December 23, 1983(P.L.385, No. 91) (35P.S. Section 1680.41c, et. Seq.) in the form prescribed in Chapter 31, Subchapter B. Therefore, this information does not pertain to a Reverse Mortgage Loan. THIS FIRM IS A DEBT COLLECTOR ATTEMPTING TO COLLECT A DEBT. THIS NOTICE IS SENT TO YOU IN AN ATTEMPT TO COLLECT THE INDEBTEDNESS REFERRED TO HEREIN AND ANY INFORMATION OBTAINED FROM YOU WILL BE USED FOR THAT PURPOSE. IF YOU HAVE PREVIOUSLY RECEIVED A DISCHARGE IN BANKRUPTCY, THIS CORRESPONDENCE IS NOT AND SHOULD NOT BE C~JNSTl2UED TU BE AN ATTEMPT TO COLLECT A DEBT, BUT ONLY ENFORCEMENT OF A LIEN AGAINST PROPERTY. This-is an official notice that the mortgage on your home is i:n default, and the lender intends to foreclose. Specific information about the nature of the default is provided in the attached pages.The HOMEOWNERS EMERGENCY MORTGAGE ASSISTANCE PROGRAM (HEMAP) may be able to help to save your home. kj r . ~. ~. ~~;~y;,: This Notice explains how the program works. To see if HEMAP c:a:n help, you must MEET WITH A CONSUMER CREDIT COUNSELING AGENCY WITHIrI 33 DAYS OF THE DATE OF THIS NOTICE. Take this Not-ice with you when you meet with the Counseling Agency. The name, address and phone number of Consumer Credit Counseling Agencies serving your County are listed at the end of this Notice. If you have any questions, you may call the Pennsylvania Hou~~ing Finance Agency toll free at 1-800-342-2397. (Persons with impaired hearing can call (717) 780-1869). This Notice contains important legal information. If you have any questions, representatives at the Consumer Credit Counseling Agency may be able to help explain it. You may also want .to contact: an attorney in your area. The local bar association may be ab1E~ to help you find a lawyer. LA NOTIFICACION EN ADJUNTO ES DE SUMA IMPORTANCIA, PUSS AFEC7.'A SU DERECHO A CONTINUAR VIVIENDO EN SU CASA. SI NO COMPRENDE EL t:ONTENID0 DE ESTA NOTIFICACION OBTENGA UNA TRADUCCION INMEDIATAMENTE LI~AMANDO ESTA AGENCIA (PENNSYLVANIA HOUSING FINANCE AGENCY) SIN CARGOS AL NUMERO MENCIONADO ARRIBA. PUEDE SER ELEGIBLE PARA UN PRESTAMO POR EL PROGRAMA LLAMADO " HOMEOWNER`S EMERGENCY MORTGAGE ASSISTANCE PROGRAM " EL CUAL PUEDE SALVAR SU CASA DE LA PERDIDA DEL DERECHO A REDIMIR SU HIPOTECA. _~'!~ ~~ 7 :e AYW" TEMPORARY STAY OF FORECLOSURE -- Under the Act, you are entitlE~d to a temporary stay of foreclosure on your mortgage for thirty (30) days from the date of this Notice (plus three (3) days for mailing). During that time you must arrange and attend a "face-to-face " meeting with one of the consumer credit counseling agencies lip>ted at the end of this Notice. THIS MEETING MUST OCCUR WITHIN THIRTY-THREE (33) DAYS OF THE DATE OF THIS NOTICE. IF YOU DO NOT APPLY FOR. EMERGENCY•MORTGAGE ASSISTANCE, YOU MUST BRING YOUR MORTGAGE UP TO DATE. THE PART OF THIS NOTICE CALLED HOW TO CURE YOUR MORTGAGE DEFAULT, EXPLAINS HOW TO BRING YOUR MORTGAGE UP TO DATE. CONSUMER CREDIT COUNSELING AGENCIES -- If you meet with one of the consumer credit counseling agencies listed at the end of this notice, the lender may NOT take action against you for thirty (30) day:> after the date of this meeting. The names, addresses and telephone numbers of designated consumer credit counseling agencies for the county in which the property is located are set forth at the end of this Notice. It is only necessary to schedule one face-to-face meeting. Advise .your lender iir~mediately of your intentions. APPLICATION FOR MORTGAGE ASSISTANCE -- Your mortgage is in default for the reasons set forth later in this Notice (see following.pages for specific information about the nature of your default). You have the right to apply for financial assistance from the HomeownE=r's Emergency Mortgage Assistance Program. To do so, you must fi_11 out, sign and file a completed Homeowner's Emergency Assistance Program Application with one of the designated consumer credit counseling agencies listed at the end of this Notice. Only consumer credit counseling agencies have applications for the program and they will assist you in submitting a complete application to the Pennsylvania Housing Finance Agency. To temporarily stop the lender from filing a foreclosure action, your application MUST be forwarded to PHl?A and received within thirty (30) days of your face-to-face meeting with the counseling agency. YOU SHOULD FILE A HEMAP APPLICATION AS SOON AS POSSIBLE. IF YOU HAVE A MEETING WITH A COUNSELING AGENCY WITHIN 33 DAYS OF THE POSTMARK DATE OF THIS NOTICE AND FILE AN_APPLICATION WITH PHFA WITHIN 30 DAYS OF THAT MEETING, THEN THE LENDER WILL BE TEMPORARILY PREVENTED FROM STARTSL3G ~~ FORECLOSURE AGAINST YOUR PROPERTY, AS EXPLAINED A:ROVE, IN THE SECTION CALLED TEMPORARY STAY OF FORECLOSURE. YOU HAVE THE RIGHT TO FILE A HEMAP APPLICATION EVEN BEYOND T:HE~SE TIME PERIODS. A LATE APPLICATION WILL NOT PREVENT THE LENDER FROM. STARTING A FORECLOSURE ACTION, BUT IF YOUR APPLICATION TS EVENTUALLY APPROVED AT ANY TIME BEFORE A SHERIFF'S•SALE, THE FORECLOSURE WILL BE STOPPED. ~~ 4 HOW TO CURE THE DEFAULT -- You may cure the default within TH:IR.TY (30) DAYS of the date of this notice BY PAYING THE TOTAL AMOUNT PAST DUE TO THE LENDER, WHICH IS $ $N/A, PLUS ANY MORTGAGE PAYMENTS AND LATE CHARGES WHICH BECOME DUE DURING THE THIRTY (30) DAY PERIOD. As of the date of this letter, you owe the amount specified above. Because of interest, late charges, and other charges that may vary from day to day, the amount due on the day that you pay may be greater. Hence, if you pay the amount shown above, an adjustmf=_nt may be necessary after we receive your check, in. which event we w:ill inform you before depositing the check for collection: For further information, write the undersigned or call (215) 563-7000 and ask for the Foreclosure Resolution Department. Payments must be made either by cash, cashier's check, certified check or money order made payable and sent to: PHELAN HALLINAN & SCHMIEG, LLP One Penn Center at Suburban Station 1617 John F. Kennedy Boulevard, Suite 1400 nhiladelpria, PA 19103-1814 Attn: Foreclosure Resolution Department You can cure any other default by taking the following action ~~ithin THIRTY (30) DAYS of the date of this letter: (Do not use if not: applicable.) IF YOU DO NOT CURE THE DEFAULT -- If you do not cure the default within THIRTY (30) DAYS of the date of this Notice, the lender intends to exercise its rights to accelerate the mortgage debt,. This means that the entire outstanding balance of this debt will be considered due immediately and you may lose the chance to pay 1=he mortgage in monthly installments. If full payment of the total amount past due is not made within THIRTY (30) DAYS, the lender also intends to instruct its attorneys to start legal action to fcr.eclose upon your mortgaged property. IF THE MORTGAGE IS FORECLOSED UPON -- The mortgaged property w:il~l be sold by the. .Sheriff to pay off the mortgage debt. Any attorney's fees will be added to the amount you owe the lender, which may al~;o include other- reasonable costs. OTHER LENDER REMEDIES -- The lender may also sue you personally for the unpaid principal balance and all other sums due under thE~ mortgage. LL ~ ~ ~' RIGHT TO CURE THE DEFAULT PRIOR TO SHERIFF'S SALE -- If you have not cured the default within the THIRTY (30) DAY period and foreclosure proceedings have begun, you still have the right to cure the default and prevent the sale at any time up to one hour before the Sher_iff's Sale. You may do so by paying the total amount then past due, plus any late or other charges then due, reasonable attorney's fees and costs connected with the foreclosure sale and any other costs connected with the Sheriff's Sale as specified in writing by the lender and by performing any other- requirements under the mortg<~ge. Curing your default in the manner set forth in this notice will restore your mortgage to the same position as if you had never defaulted. EARLIEST POSSIBLE SHERIFF'S SALE DATE -- It is estimated that t]~e earliest date that such a Sheriff's Sale of the mortgaged prod>erty could be held would be .approximately six (6) months from the elate of this Notice. A notice of the actual date of the Sheriff's Sale will be sent to you before the sale. Of course, the amount needed to cure the default will increase the longer you wait. You may find out at any time exactly what the required payment or action will be k>y contacting the lender. HOW TO CONTACT THE LENDER: Name of Lender's Attorney: P_HELAN HALLINAN & SCHMIEG, LLP Address: One Penn Center at Suburban Station 1617 John F. Kennedy Boulevard, Suite 1400 Philadelphia, PA 19103-1814 Phone Number; (215) 563-7000 Fax Number: (215) 568-0719 E-Mail Address: FCResolution@fedphe.com EFFECT OF SHERIFF'S SALE -- You should realize that a Sheriff's Sale will end your ownership of the mortgaged property and your right to occupy it. If you continue to live in the property after the Sheriff's Sale, a lawsuit to remove you and your furnishings acid other belongings could be started by the lender at any time. ASSUMPTION OF MORTGAGE -- You may or _Xr may not (CHECK ONE) sell or transfer your home to _a buyer or transferee who drill asstime- the mortgage debt, provided that all the outstanding payments, charges and attorney's fees and costs are paid prior to or at i~he sale and that the other requirements of the mortgage are satisfied. YOU MAY ALSO HAVE THE RIGHT: TO SELL THE PROPERTY TO BORROW MONEY FROM TO HAVE THIS DEFAULT TO HAVE THE MORTGAGE HAD OCCURRED, IF YOU THIS RIGHT TO CURE Y YEAR . ) TO OBTAIN MONEY TO PAY OFF THE MORTGAGE DEBT OR ANOTHER LENDING INSTITUTION TO PAY OFF 'T'HIS DEBT. CURED BY ANY THIRD PARTY ACTING ON YOUR BEHALF. RESTORED TO THE SAME POSITION AS IF NO DEFAULT CURE THE DEFAULT. (HOWEVER, YOU DO NOT HAVE DUR DEFAULT MORE THAN THREE TIMES IN ANY CALENDAR .'~~~~ ~ REV-1513 EX+ (11-08) SCHEDULE .! COMMNHERITANCE TAX RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Sebolt. Richard W. 21-10-105'7 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE APJIOUNT OF ESTATE NUMBER PERSON(S1 RECEIVING PROPERTY DECEDENT S (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Gary R. Sebolt Son Rest, residue 120 Wedgewood Circle and remainder of Etters, PA 17319 Estate Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a r o mate. NON-TAXABLE DISTRIBUTIONS: II• 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 SHEET ~' t,9 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 :ichedule J (Rev. 11-03) LAST 'WILL AND TESTAMENT OF RICHARD W. SEBOLT I, RICHARD W. SEBOLT, of the Borough of New Cumberland, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking al:l other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my wife, PHYLLIS J. SEBOLT, provided she survives me by sixty (60) days. SECOND: Should my wife, PHYLLIS J. SEBOLT, prececease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which S hold power of appointment and together with any insurance policies thereon, to my son, GARY R. SE~BOLT. THIRD: Should my son, GARY R. SEBOLT, predecease me, I devise and bequeath all the rest, residue and remainder of my . estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together_ with any insurance policies thereon, to my daughter-in-law, ROSEMARY C. SEBOLT. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all p:rc>per- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and 1~o give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power t:o give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real Estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and. to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments_ (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. ~~~ (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others iri order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I ) To select a mode of payment under any qual:if'ied retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan;) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or no#: with 2 respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTIi: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of an~~ beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint my wife, PHYLLIS J. SEBOLT, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said PHYLLIS J. SEBOLT, I nominate and appoint GARY R. SEBOLT, Executor of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this .C ~ THday of JvN,~ 1997. . ~' • ( SEAL ) RICHARD W. SEBOLT Signed, sealed, published and declared by the a:bove- named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address Z ~°~,,., ~ /J. ~e,.,~ ~/ 3