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HomeMy WebLinkAbout07-14-11Ex (01-10) -~ REV-1500 1505610143 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code Year File Number Bureau of Individual Taxes DEPARTMEHrOFREVEMIE Po Box.2soso~ INHERITANCE TAX RETURN 21 10 0 5 6 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 577 40 8906 05 29 2010 Decedents Last Name Suffix TURNER (lf Applicable) Eimer Surviving Spouse's Information Below Spouse's Last Name SufFa Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received Date of Birth 10 05 1929 Decedent's First Name MI NORMAN E Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 7. Decedent Mairrtained a Living Trust (Attach Copy of Trust) ^ 10. Spousal Poverty Credit !date of death between 12-31-91 and i-1-9~ ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 0 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 ~IR~ECTED TO: Name Daytime Teleph~e Number ~ 7~ SCOTT M DINNER ESQ 717 7 61~~;8 0 0 ~._ ='~''c!"-'-a First line of address 3117 CHESTNUT STREET Second line of address City or Post Office State ZIP Code CAMP HILL PA 17011 correspondent's e-mail address: d i n n e r a~ I o c a 1 n e t. c o m 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 PERSON RESPONSIBLE FOR FILING RETURN DATE ~~,,,,,~ L ~ ~,, ~'~~..-- James C. Taylor ~~`~` -;Z /~ v / f .hnno~ec 108 Sholly Drive ,Mechanicsburg, PA 17055 SIG TORE OF P E E OTHER TH EPR~SENTATNE DATE ~ l , .-~ Scott M Dinner Esq II II 1 ~ 7(111 3117 Chestnut Street, Camp Hill, PA 17011 Side 1 1505610143 ~:~ 4;? "i- ~ ,-`.'-~ ti_.a ._.._. ~ ,}:' °--r'~ rn --r~ DATE FILED 1505610143 J REV-1500 EX eSName: TURNER, NORMAN E Decedent's Social Security Number 577 40 8906 RECAPITULATION 1 8 2, 5 0 0. 0 0 1. Real Estate (Schedule A) ............................. ,,,,,,,,,,,,,,, ............................................. 1. 2. Stocks and Bonds Schedule B 2_ 1 7 2, 7 1 5. 9 9 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)............ 3. 4. Mortgages ~ Notes Receivable (Schedule D) .......................................................... 4. 5. Cash, Bank Deposits 8~ Miscellaneous Personal Properly (Schedule E) .................. 5. 4 9 3 , 2 2 5 . 0 8 6. Jointay Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-V'NOS Transfers S Miscellaneous Non-Probate Property (Schedule G) ^ Separate Btll~ng Requested ............. 7. 1 1 , 1 0 0 . 3 4 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 8 5 9, 5 4 1 4 1 9. Funeral E enses ~ Administrative Costs Schedule H ............... xp ( ) ........................... g. 3 7 , 4 1 2 . 3 2 10. 9 9 ................................ Debts of Decedent Mort a e L~abiiities 8~ Liens (Schedule I) 10. 6 , 0 8 1 5 0 11. Total Deductions (total Lines 9 8~ 10) ..................................................................... 11. 4 3 , 4 9 3 . 8 2 12. Net Value of Estate (Line 8 minus Line 11) ............................................................ 12. 8 16 , 0 4 7 . 5 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which l J t b d S h d l ti t t h 9 4 7 2 5 8 0 4 u e ) .................................................. o ax as no een ma e ( c e an e ec on 13. , . 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 1 1 , 1 0 0 . 3 4 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 at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 1, 1 0 0. 3 4 18. 19. Tax Due ................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 1,665.05 1,665.05 Side 2 L 1505610243 1505630243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 10 - 0564 Turner, Norman E STREET ADDRESS 417 Sharon Avenue CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 1,600.00 83.25 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) Make Check Payable to: REGISTER OF WILLS, AGENT. (1) 1,665.05 (2) 1,683.25 (3) 0.00 (4) 18.20 (5) 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 ................................................................................................................. ^ 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? ...................................................................................................................... ^ ^x 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death?........... ^ ^x 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 O 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. §91 i 6 (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. ~~~-~~~~ ~~ ~~ ~ ~~~ ~C k 4, - 1 ^4''c _~ p_kt '.'~. ~ e -. -- I i I •'4 ~$ E C ~~~L ~ ~ ~ ~ 1 I ~ _ .. _. ; ti.! iiiGlft'Ee'~ ,)~ ~.,':lsfx~ ,~`iia i~}~t~ t~~'S.8:i,3;Lfte,.s.ii~ sii~a~:e ik.' i,7Q.~t:,~;.;:4t?sF )° ~ic;:Et~.~..'Ev ~- . -#,;~ i ~ ,.; i ~(': `- I - _ _ , i - .} _ ~'_. ,~ __~_~; _}r_7~'_ 1.-'~. -~t`:_.~_~~t,(_~ _i_;'._~I.:_7~t_i _1 - i ~ i ~ j- r f j r , j'_l-:F~. r jt r~Nl ` ~ 7r ~ ~ '._~ . ~ .' J } , ~~r't T . i r I ` ~'~ 1 ,I :' ~.' !~ I I ~ i- ~-. .',i _r ~ C~'~..~ .r_i~7r_ : -~ - ~ ~ !'__I. r- .~~ ~ ; _ -- - ~ ---- ------ -'-~----'-- r --'- --- i- ~~T>~~ fi~~a ~Yf~~t t7~, IEt'iC ~, ~~:-a~itu~~.ti~n} s 17~.?'1~.~~ ~~~ _= =~~ =ate 1. ~ _ _~3 s ~~ ~~~ ~~ - ~ ~_§ - -- _ ~.3 '~ __ ____ _ _ _ _ __- _______ __ _ _ ~g _ _ _ - _ _ _~_. ~_.- - ~_--_ ~~ -_~__-_:_ _____a-_ _ _-_ _s~`s?T~~ fix` ~`~'•__-__=`~sse= __ - _- =_ ~- - =_ - Wig== ~~ _- _ ]LAST ~YY.Y, ~ll[Rc~~ ~I']ES'Y'A11~[]EN'I' am~ ,~orr~an ~. ~Curtter C ~ .... ~_ 1 ':~~ ,_~ -, ..-, ,l :...~ t: I, NORMAN E. TURNER, currently of 417 Sharon Avenue ,Mechanicsburg, Cumberland, County, Pennsylvania, being of sound and disposing mnd, do make, publish and declare this as and for my last Will and Testament, hereby revoking any and all Wills and Codicils by me at any time heretofore made. FIRST: I direct that all my just debts and inheritance taxes ~~e paid by my hereinafter Warned Executor or Executrix as soon after my decease a:~ may conveniently be done. I have paid in full all of my funeral, cemetery and burial ccssts and expenses. I r SECOND: I give, devise and bequeath all of the rest, residuf: and remainder of my estate to my beloved wife, MADOLYN TURNER, without restr:~ction. J ~• J a ,> .: .~_ J ~ ~'• 1 THIRD: In the event that my wife does not survive me, I di~~ect that my estate be ~ ?i«>>;dat?d. 1 give, devise and bequeath five thousand dollars ($S,OGO.UO) to the Bob --• Jones University of Greenville, South Carolina to be used as it deter.nines best. TOURTH: In the event that my wife does not survive me, I give, devise and ~I be~~ueatli all of the rest, residue and remainder of my estate to the Emmanuel Baptist Church of Mechanicsburg, Pennsylvania, to be used as it determines best. FIFTH: I nominate, constitute and appoint my wife, MAL!OLYN TURNER, the Executor of this m last Will and Testament, and direct that she shall not be required Y r..': C.. t ~r t~ ~ "'1 ;` ,.'! !.' ;'1 ~; tc~ enter security in any jurisdiction in which she may act. In the ever~r. that she refuses or' is unable to act, I nominate, constitute and appoint my friend, JAME;~ CUR."I'IS "TA~'L(~R, the Executor of this my last Will and Testament, and dire~~t that he shall not lse i required to enter security in any jurisdiction in which he may act. In the event that he I refuses or is unable to act, I nominate, constitute and appoint my friend, KENNETH CUNNINGHAM, the Executor of this my last Will and Testament, and direct that he i shall not be required to enter security in any jurisdiction in which he array act. In the event i i that he refuses or is unable to act, I nominate, constitute and appoint REVEREND i PASTOR STEVE CREWS, pastor of my church, the Executor of thi~,~ my last Will and ~~ ~! Testament, and direct that he shall not be required to enter security ir: any jurisdiction in' which Ize may act. Except for my surviving spouse, I expect my Exe~~utor to maintain records of his time and expenses in administrating my will, and that Jle be compensated i for his services and reimbursed for his expenses. For any executor o tiler than my spous~, ~~ I direct that the Executor compensation be set at thirty thousand doll..trs ($30,000.00), soj long as said payment does not exceed fifty percent (50%) of my estate. In the event that ~! i said payment would exceed fifty (50%) of my estate, l direct that the Executor ~_ compensation be set at fifty percent (SO%) of my estate, but not less than twenty thousand ~ dollars ($20,000.00). j ~ In addition to powers given them by law, my Executor, and any successor ~ Executors shall have the following powers, applicable to all propert} held by them, ~ effective without court order and until actual distribution: i (a) To exercise any corporate stock options, b To retain an ro ert received b them including th:~~ stock of an ~' () Y p p ~' Y b Y 7 ~ ~ corporate fiduciary acting lz~,reunder; (c) To sell real estate for any purpose, publicly or privatey, for such prices and on such terms as they deem proper, without liability to the purchasers to see to application of the purchase monies; (d) To compromise controversies; (e) To distribute in cash or kind or both at such valuatior~s as they may fix; (f) To distribute property passing to a minor under this v~~ill either to the minor or to any person to hold for a minor; ', (g) To sell articles passing to a minor under this Will if t)ae Executor or ~ i Executrix in his or her sole discretion considers such articles unsuit~:ble for a minor. ~ it SIXTH: The term "Executor" wherever used herein shall mean the executors, , i `, executor, executrix or administrator in office from time to time. I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless stach beneficiary ~' survives me by more than thirty days. ' LASTLY: Words used in the singular may be read to include the plural or the plural ma be read as the sin ular. Similarl the masculine form m~i be read to include ~ Y g Y~ Y f' the masculine and neuter; and the neuter may be read to include the masculine and i feminine. ACI~NOWLEllGNI~NT CON11~10NWEALTI-I OF PENNSYLVANIA SS COUNTY OF CIJIVIBERLAND I, NORMAN E. TURNF,R, the testator whose name is sigr:~ed to the attached ~r foregoing instrument, having been duly qualif ed according to law, do hereby i acknowledge that I signed an~.I ex~c2.ted the instrL.r.-:ant as n:y Lest ~,~Jill; that I ~:gr~zd' it willingly and as my free and voluntary act for the purposes therein e;~pressed. ~wwZ,,,,, 4 ~,i..ti,,,,~._ NORMAN E. TURNER Sworn to or affirmed and acknowledged before me by NORI~/IAN E. TURNER, the testator, this .9th day of May, 2008. i ,. ~,:: /' NOTAF:Y ~~ AriFiIIAVTT COMMONWEAI.TII OF PENNSYLVANIA SS COUNTY OF CLIMF3ERLAND WE, SUZANNE S. O'CUNNUR and MARY ANN SMITH(_ the witnesses whose names are attached to the foregoing instrument, being duly qualified according to law, d hereby declare to the undersigned authority that the Testator signed ~:nd executed the instrument as his last V~'ill and Testament and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein exp•essed, and that each of the witnesses, in the presence and hearing of the Testator, signed she Will as witnesses and that to the best of their knowledge, the Testator was at the time r~ighteen (18) years c;~f age or older, of sound mind and under no constraint of undue influence. ,, f~SUZ E S. O CO1~~~1OR, WI"TNESS ;^ e ~- _, ~ Y SMITH, WITNESS Sworn to or affirmed and acknowledged before me by SUZY^~NNE S. O'CONNOR and MARY ANN SMITH, the witnesses, this 9th day of May, 2008. V" ~~ ~~ f~G2'~ f~l~ NOTA:IZY REGISTER OE WILLS CUNIRERLialVD COUNTY PEIVNSYLVANI/~ CERTIFICATE OF GRANT OF LETTERS No . 20 ~ 0 - 00564 P.P, No . ~ t - 10- 0564 Estate Of : _NOR_N_l_A_ N__E_TURNER (Firs!, Middlr~, LnsU ~_-"-~_ - Late Of : MC-~CHANICSBI/RG F30P' HUGH CUMBERLAND GOUNT'r' Deceased Social S'ecuri ty No : 577-40-89~~)6 WHEREAS, on the 2nd day of June 2010 an i.ns trum~~n t dated Nlay 9th 2008 was admitted to probate as the last wilt of NORMAN E TURNER _ /First, M,ddre, Las!/ late of MF_ CHANICSBURG BOROUGH, CUMBERLAND County, who died on the 29th day of May 2010 and, GVHEREAS, a true copy of the will as probated is .=tnnexed hereto. `T'HEREFORE, I, GLENDA EARNER STRASBAUGH Reg ~ s ter of Wi 11 s ire and for CUM13E'RLAIVD County, in the Commonweal t:h of Pennsy ~ vani a, hereby certify t,~:~at= I have this day granted Letters TESTAMENTARY to: JAMES CUSTIS TA YL OR who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which f u11 y app~~a_r~s of record i.n my office a t CUMBERLAND C~7UNTY CDURT HOUSE, CARLISLE, PENNSYLVANIA, ITV TESTIMONY WHEREOF, I have hereunto set my h~-trot al_« affi,:c=d t_jL~ u~~~l of my office on the 2nd day of June 2070. ~, ' Reyisre~ of Wills "' ~ ~e,~~rty r * k1V0`I'E* * ALL NAMES ABOVE APPEAR (FIRST, MIDI>LE, LAST) Q1Ml:NY~S. 0 I 0 ~/6 ~/~k I III ~ ~~~ i III ',~. ~~~ B. Type of Loan ul~tt-x~q-~t~~-tn ,~t,end/s~~}r.I~-pu>?-s~.Ir,/sal~Ini~~rtln3/uto~•uir,~u~4~'~~~'~°X~~.4~~//:d~~t~ A. Settlem~:~ I-t Statement (HUD-1) 1. L 1 FHA 2. ~ RN5 3. L^~ Conv. Unins. 4. Q VA 5. ^Conv. Ins. 6. File Number: 2010100004H5 7. Loan Number: 3710600067 8. Mortgage Insurance Case Number: C Note: i his form is tumished fo give you a statemenf of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p. o c. I"were paid outside the closing; they are shown here for intarmational purposes and are not included in the totals. D. Name arzd Address of Borrower William fodd Mayor 417 Sharon P,venue Mechanicsburg, PA 17055-6631 E. Name and Address of Seller: Norman E. Turner Estate C!O James C. Taylor 109 Sholly Drive Mechanicsburg, PA 17055 F. Name ant/ Address of Lender: PrirneLending, A PlainsCapital Company, I;:AOA 18111 PresCrm Road, Suite 900 Dallas, TX 7''.252 G. Property t_ocation: 417 Sharon Avenue Mechanicsburg, PA 17055-6631 Cumberland County, Pennsylvania H. Settlement Agent: 2U-4444871 Hometown Settlements, LLC 3800 Market Street Camp Hill, PA 17011 Ph. (71'71761-4170 I. Settlement Date: October 21, 2010 Place of Settlement: 3800 Market Street Camp Hill, PA 17011 J. Summary of Borrower's transaction K. Swnmary of Seller's transaction 100. Gross Amount Due from Borrower: 400. Gross Amount Due to Seller: 101. Contract sales price ~ 182,500.00 _ 401. Contract sales rice ~ 182,500.00 102. Personal ro eri __ 402. Personal ro art 103. Settlement Char es to Borrower Line 1400 11 284.73 403. 104. Mt Pa off _ 404. 105. Mt Pa off 405. Ad'ustments for items aid b Seller in advance Ad ustrnents for !tams old b Selleir !n advance 106. Cit rTown Taxes 10/22/10 to 01/01111 171.32 406. Cit /Town Taxes 10/22/10 to 01/01/11 171.32 t07. School Taxes 10!22/10 to 07/01/11 1,448.14 407, School Taxes 10/22/10 to 07/0 1/11 1,448.14 108. Sewer & Trash 10/22/10 to 01/01/11 91.31 _ _ 408. Sewer ~ Trash 10/22!1 0 to 01/01/11 91.31 109. . 409. 110. 410. - 111. _ 411. 112. _ 412. 120. Gross Amount Due from Borrower 195,495.50 420. Gross Amount Due to Seller 184,210.77 200. Amounts Paid b or In Behalf of Borrower T 500. Reductions in Amount Due Sellbr: 201. De osit or earnest mone 23 000.00 501. Excess deposit (see instructions) 202_. Princi al amount of new loans 146,OOO.U0 502. Settlement char es to Seller Llnr: 1400 1,835.00 203. Existin loans taken subject to 503. Existin loans taken sub"act to 204. ~ _ 504. Payoff First Mortgage 205. _ 505. Pa off Second Mort a e ~ 206. _ 506. 207. - _ 507. De osit disb. as roceeds 208. 508. 209. _ 509. Ad"ustments for Items un aid b Seller _ Ad ustm ents for items unpaid by Seller 210. Cit !Town Taxes to _ ~ _ 510. Cit /Town Taxes to 211. School Taxes to _ 511. School Taxes to 212. Sewer 8 Trash to _ 512. Sewer & Trash to 213. 513. 214. _ 514. 215. _~ ~' 515, 216. -516. _ 217. 517. 218. _ _ 518. 219. _ 519. 220. Total Pald b /for Borrower 169,000.00 520. Total Reductior, Amount Due Seller 1,835.00 300. Cash at Settlement from/to Borrower 600. Cash at settlement tolfr°m $elir:;•r 301. Gross amount due from Borrower (line 12_01 195,495.50 601. Gross amount due to Seller (line •120 184 210.77 302. Less amount paid b /for Borrower (line 220 ( 169,000.00) 602. Less reductions due Seller (Itne :.20 ( 1,835.00 303. Cash a From rl` Bdrr war 26,495.50 603. Cash ~ To ~ Froln Seller 182,375.77 The undersigned here ck ~'~ ge i ei ~ f a i lets copy of this statement & any attachments referred to herein Borrower Seller ~~ i 'a o or - rues Custis Taylor, Exe tQP'of the Norman E. Tumer Estate Tho Public Reporting burden for Uus co0ection of infnrmaGOn is estimated at 3b minutes per response for edretding reviewing, 2nd rer,orting the data. This epancy may r -~tcollect tNs inlormelwn, end you ero not required to complete this form, wdess it displays a cwranUy vehd OMa cwtuol number. No wnhdentlallty ie esaurod, tras discbsu:e is maruatory true in dns~gnecr to provide rho parties to a ftESPA covered kensadion wNi Intormetion during lha setllBment process. Page 1 of 3 HUD-1 (20 ! 0100004HS.PFU/2010100004HS/22) Leo c a~l?~ Ulnc~U3~j (~11(~~ I /~jlulluIUIOJ I S31~IAl~~~J and I sl~l;.r,~ J~u~ s~.1~ I xog-at~Z-uj-a~~nd Pufflc Page 2 of 3 L.~3~ ~ r s an ra s tun - c lull >les .ommun>i y , u etl~;llln a 7e ' 700. Totat Roat Estate Broker Fees _ aald From Pa,d From Droisr 110 of conunlssion (r/nr. 700) as follow .- Borrmvar'c Seuefs 701. $ ---_ --- tU --- _ =unos at Funds at t0 Satt!emant Sotltomenl 742. $ _ _ 703. Commission paid at settlement _ _ 704. Hucrion Fees Norman Turner E state to EUner Murry Auctions, Inc. _ -_---- 5 475.00 __ _______ _____ - . __~. __ .~ 705. ~ 500. Items Payable !n Connection with Loan 801. Our on !nation char e _ $ 11355.00 (from ~3FE #1) _ ~ - '" _ _ 802. `r'oar creditor charge (points) fur the specific interest rate chosen $ 35U.1)A {fron, 3FE #2} 803. Your adjusted oug nation charges _ from_GFE #A) _ 1,705.04 804. Apprai.,al fee _ _ ___ to_ PL FBG Coiesto,k Appraisal Services fiom GFE #3 _ 150.00 r f 80~ Credrt he orl to PL FRG C<xeLogic Credco (trorn GFE #3} --- ---- ------E-- __ ____ 37.06 '" 806 Tax service to _ (fr~mvFE #3) 105.00 807. r~lood c.ertificativn to PL FBO CoreLogic (frrim GFE #3) - ~----- -~-- 11.00 808. (from GFE #3) - 809. __ _ __ (from GFE #3) - _ 810. (from GFE #3) _ 811. (from GFF #3 90U. Items Ro ulred b Lender to Be Pafd in Advance 901. Daily interest charges from _ 10/21/10 to 11/01/10 11 w $15.500000/day (from G;f'E #10) 170.50 902. Mori a e insurance premium for months to from GFE #3) 903. Hom_eowner's insurance for 1 0~ars to Erie Insurance Exchange (from GFF_ #11) POC:B380.00 904. _ifrom GFE #11) _ 905. {from GFE #11) 1000. Reserves De osited with Lender 1001. Initial deposit for your escrow account (from GFE #9) Homeowner's rnsurance mont s per mon '~"~"- _ _ 1003. Mori a e insurance months $ per month $ _ 1004. Property taxes $ CitylTown Taxes months @ $ per month County Taxes months Q $ per month Assessments months @ $ per month 1005. $ - r 1006. months @ $ per month $ 1007. months @ $ per month $ 1008. $ , 1009. $ 1100. Tltie Char es 1101. Title services and fend_er's title insurance { rom GFE #4) 1,461.13 10.00 _ _ 1102. Settlement or closing fee $ 1103. Owner's title insurance to Stewart Title Guaranty Company (from GFE #5) 185.00 _ 1104. Lender's title insurance to Stewart Title Guaranty Company $ 1,266.13 8.119 1105. Lender's iltle policy limit $ 146 000.00 Basic Rate 1106 Owner's title olic limit $ 182 500.00 Basic Rate ' '' 1107, A ent's onion of the total title insurance remium to Hometown Settlements, LLC $ 1,233.46 1108. Underwriter's onion of the total title insurance remium to Stewart Title Guarant Cam an ~ $ x:17.67 _ 1109. CPL to Stewart Title Guaranty Company S 75.00 1110. 1111. - 1112_ 1113. 1200. Government Recording and Transfer%harges 1201. Government recordin char es to Recorder's Office from GFE #7 160.00 _ 1202. Deed $ 62.00 Mortgage $ 98.00 Releases $ Other $ _ 1203. Transfer taxes to Recorder's Office (from GFE #8) 1,825.00 _ 12.04. City/County tax/stamps $ 1,825.00 $ 912.50 1205. State taxlslam s $ 1,825.00 $ 912.50 1206. Coon Char ed UPI Fee Recorder's Office 1207. 1300. Additional Settlement Char es 1301. Re aired services that ou can sho for from GFE #6 1302. _ 1303. 1304. _ 1305. - 1400. Total Settlement Char es enter on lines 103 Section J and 502, Section K 11 284.73 1 835.00 Ry signing page 1 of ihls statement, ttre signatories ackrrowletlge receipt of a completed copy or page 2 S 3 or this three page statement. Hometown Settlements, LLC, Settlemect Agent Certified to be a true copy. HUD-1 ~of7 (2010' 00004HS.PFD/2014100004HS/22) http:I/CO111111uIllty.clubpen~uin.con~/funactivities/arts-and-craftsipuffle-in-thl~-box.htm 8/29/2010 - - - ~~g _. ! ` !~ 41~~'1~1 !!~l ~ I I! I I!! I I I I!! I I!! 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NYC~OLAS ~.~~ BEN - ate: prom - Ds~te oi' C~ezth Request r ~,~~~' f ;~,I ~. l i,n 'n r1 .., Page I of 2 ~'ro~n: DA.~TE t71~ ~JEA7"H REQUEST'S Ta: HA1~1SE;~I, :tiICHC}LAS Datt: 4; ? 2~`20I 1 3:0$ I'A~i Sub,~ect: Re: prod - 1~7ate oz Iaeath Request Per you z~equest, Please find ~?eioW the date of death values far N"U:~an E 'T`w-ner , SS# ~7?-4(?-890u. ACCOUNT BALANCE ACCRUED ViC TQTAL NUMBER X1 ER~ST 1 934140'431 337394 .00 3373.74 2 15004220980575 3731.73 .13 3731.86 3 3100391601405] 7519b 01 57 ?31 75427 SS . . . Let me knew if there's ariythir~g else yt~u nerd :-) ''hanks, Tammy Spencer Records lUianagement i i~C~l~? Unit &'t Bank- "Understanding what's important." Records ~an,agement i DQI7 U~ut M&T Bank- "iUnderstandulg ~~~hat's irnporta~Y," >~ ~N~ANSE1tiT@IZ~ib.wm> 4/12!2011 11:Q9 A.S~ »> Account informatyor: Date of heath: 05129'2010 Account 1tiTun~abor: 3100 91 bC± 1405 l Pxoduct Type: deposit Account file:/JC:`.Docurrlents and S~tti.ngs'rL-~3RItiT'~WH'~I.oo~.l SettingslTe:,zp~~GrpV~rise'~47A4t~A... 4!1312011 A ~ ~, I _ ~ l ! 4 l~ ~ ('i 1 f'; D'~ jl ,"~'S ^ iii ~ ~tJ ~' L ~'~~ .,`. n f r" n !~ f r ~ ~~ ~~ '~ P' ~ i ~~~ _ ~ ! ~~ `I ", . .. ~ _ i .. ~ 1 l 'f ! 141 i:~:. L . , ~ 1. _ ..... Fage2of2 ACCOUIlt I~ri1TY1~-~'T' 9~~ l40 ,'~3 l Product ~'ype: Deposit Acr ~ouz~t Account I~Tumber~ SuC~4?2a9~057~5 Product xype~ Deposit ~~.:,count Re~tiest. Details Deliver to: Reque~tor Deliver} options: ?vigil Deliverf Details: TRIND~~ ROAD, Q1 file::` C:'~Documents grid Settings'~~$~.~~'H1Local Settings'tiTe~x~p~,XPG~~4':se`~4D A~6A,.. 4;"13/2011 u;~rv~l~cu ~ ~ i ~:+u~ ~merlcna~i~~ t-Ctl Spurting Gr~e~r~ ~FAS~ jT ~ 7 593 ~ ~~~;~ N.~L 76fl~3 FED~K~AL CREr~IT UNION Bc~rlding ~?elexionshi~s ~o~ Life Nlav ?, 2Q 11 Scr~tt Diener, 1=,squirt 31 t ~ Chestnut Street Carr~p Hill. PA 1.7011 Re: Estate r>.f 1~1c~rrnan E. -lliriler Mr. I~i,rrc>tcr, The iteceder~t ha~~ one rrcmber nun~b~r X4871 titled Normzu-. "1"u~~ner. This: account incl~~ded a regular sa~-ings, {"suffix C~1} and a Cer~ifii;ate of 1Jeposit ~suffcx 6~9,. The re~u!ar sati•i;rgs and : erti~cate ar Deposit aec~o~u~rs ~.~~ere <~~~~rz~ed car: April =.~?, 20C'-~. Uate of death halanccs were as follows: Savings - ~1+aQ5.93 $1.59 diviclen~s ~.c~.r;.:cd firEr~ry. U1,'11-O~i3Q C'Lt-~.ifieate of ~~:posi~ - ,~7~,0? ~.~'~4 $175.97 dividencl.s acorued from 01;11-0130 ~fi~e ab~~ve halaslces include the accrued dividends. Please feel free to coitU~t me directly «1ith any clue`stoll~~ }~ou rrxa~;l':Aa~,~c., Sincerely, ~.~, r~ Beck}r ''"a.rpe Head Me:x~'~ex Ser~,-ice It4prescntati~~~s ~'hane (? 2 7} 591-9690 Fa,-~ t717} 591-969 E,n~;xil bsh:~rae ~~a.m°~-choice.. s ~~ '~ M Silver Spring; Ctxnrrtvf~s Office:::~~1 Slx~rrin~; Green Drier. Mecnanicsl:a,arg; PP~. 1 ?Q~•D. IPhos~e: !' ~: ? ; 591-t3~,~).~ ~ Fax: i?7 7) 591-uEst+; __ 4V+~bsite: w~,ti'v~:arnc~rich~kra.arg ,. -- w I ~CI~A I OpportunRy ~ r i r, r• a' ~ %E`riDgR !~' ^"~--_.1 LEN~E CREll!T U*In'-tvs' -;PR-11-~'~11 1=4 : ~'~r-r~ oni: "11~T ! E!`iLp' TNS ~l.~Pt~T ??7'~~~1 i ~ To : 71 ~ ?~1 ~~~~ .o MEMBE~tS 1"` t1-DtBkALLk~1Jii' U!~IUN izEtaUt-AR~~ 5~~ S A~C~ 11~~1T: Account Number;Suffix i2t}79~00 Uat¢ .4C1aUnt E:~,iabliShBd t}41t5J1977 Principe! 3alance at Da~e of Death $28,288.86 Accrued Irttewct to QatM of Drxth $0,51 Toiai Prin~gal and Aoorued Intpre~t $28,295,31 Name of .;Dint Owner Idlasloiyn Turner Date Joint Ownert;hlp t~tabllsi~id 04115/197? CHEGKIk ACCOUNT: Account N;~ml~orlSuffix 12079-"t't pa;v Account Established 0;11011 J$ P-incipal Balance et U3to Of ueath $25,905.47 A.^.Crued interest to Date cf Death $1.961 Total Principal and ACCruQd Interest $25,907.16 Narnc of Joint Owner Madolyr~ Turner Date .!Dint Ownership Established 08J30f1985 CERTIFICA9'E OF ©EPOSIT: A~:,count Numberl5uffix 12079.40 12079-~42 Date Account E3tablishe~~ 12/16J2009 ~ 21t 6/20A8 F'rinCipel 9iils:tnCe At Aeto of Death 232,707.04 $76, 390.01 Accrued !merest to Oate of Death b85.31 $197,85 Total Prircipai and Accrued Interest $32,792.35 $77,187ot38 Name of Joint Owner Novo Nonz Ct:RTIFICATE t3F DEPOSIT Account Numl;erl$uffix 1 Z079r43 12079-46 DatR Ac'.CQlJf1t i=ztablish8d OS/t76/2C)10' 01109/zt~* Principal Balance at Date of Death $i0,4t30.66 $134,355.65 Accrued Interest to Dete of Death $19.23 $479.26 Tataf Principal 8t1d ACCru~ed Interest $24,499.89 $134,834.81 Name of Joint Owner None IVane 'Rollover from certificate 12079-4" , originell~ esteblit;h6d 05~08i2000. "~'Qperierd by transfer ,yf fund: tram 12t}79~5. EMBER5 1sT i=iEDERAI EDlT r~N ~~tSie' lie A. Kline Lending InSuranCO Support Speciai~at April 11, 21)11 Estate of: NORMAN E, TURNER date or Death: 05129!2010 Social Secufity Nuimbef: 577-4D-89U6 P. ~ rc ~tx.)U L~~,ise llrive I?U. Mc:,x ~~U M~cY•iatyicti~~ur~~, l~et~n43•lv7ni~ 17t:i5K ~ ~2i(.~;)j ~$-~:~2F4 r,vey~:mri~abrr~ltir.crt',~; IIIIIIIIIIIIIIII~IIIIIIIIIIIIIfiPIJI'Ifilfill1111hIIII11111111111n111~n~d~N vio ~ ~I; , a, ~ __~, ~ -~- d J 0 O ~ ~ p '~~„ a ~ -~ ~ - ~ G ~ ~ 2 ' ~ y ^ a L ~. ~ o. - 1 ~y '7~ tlt '~ ~ ~ . t v..,, O• S` ~ K G_`, s N ...+ , N ~ ~ 5 ~ ~ ~ p ~ © O ±~, ~ ~ Q 1 i i ~ ~ Q , ~ ~ ~ ~ ~. ~ C .1 W ='~' ~ ~ , i ~ ~ .~_. ~ ~ tJ'~ CD C ~ N o - - !li ~ ~ t ~ ~ ~ ~^' ~„ :o ~ G ^ { { ~ }~ `n• 9> ~_ R, C~ v. r _y C 0 ~~ C v .~+ ~' r' ~ ~ W N ^~ m L ~ ~ ~a W w c~ '~ '^~ W v ...r °~. _. ~ ~i 1 ~+ G! O C 7 ~ .a ~„ CA J N W G _..a ~ M~ 1 CU (,'~ ~ m -~ ~ o ~, Q. C~ ~ G tD ~. (/'~ ~ CD CV G ~' SCt7TT M. DINNER, E5QUIF2E TEL: (7 17) 761 -5800 3 i 17 CHESTNUT STREET FAX: (7 i 7) 76 i -5008 CAMP HILL, PA 1 701 i July 12, 2011 Glenda Farner Strasbaugh Register of Wills and Clerk of the Orphans' Court One Courthouse Square Carlisle, PA 17013 Re: Estate of Norman E. Turner ("Estate") #21-10-0564 The following items are being submitted on behalf of the Estate: 1. REV-1 S00 Inheritance Tax Return Resident Decedent (2 copiesJ. 2. My check # 2540 for CIS. ding fees payable to `Register of Wills'. Thank you. Scott M. Dinner, Esquire enclosures (3) cc: James C. Taylor, Personal Representative e...~:,~ ~~: ~ ~ ~ r~ ~ r~.._ ~` _L z? ~~~ ~ s- - ~ ~ ,~.~ cn :~~~ ~ ~_ ~~ ' : . N ~ , `v ~ ~.. 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