HomeMy WebLinkAbout11-10-111505611185
REV-1500 EX t°Z-", tF'>
PA Departrnent d Revenue OFFICIAL USE ONLY
Bureau d Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 y y y 0 5 4 9
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDOYYYY Date of Birth
MMDDYYYY
180-22-7434 04282011 09011924
Decedent's Last Name Suffix Decedent's First Name
MI
BRYAN ELEANOR C
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
MI
Spouse's Social Security Number
- - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE t30XE3 BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (Date of Death
^ ^ Prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required
® death after 12-12-82)
6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Bones
^ (Attach Copy of Will) (Attach Copy of Trust.)
9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (Date of Death ^ 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD C- SNELBAKER 717-697-8528
First Line of Address
44 WEST MAIN STREET
Second Line of Address
City or Post Office
MECHANICSBURG
CorreapondenCs e-mail address:
State ZIP Code
PA 17055
REGISTER OF WILLS USE ONLY
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r FILED '- rn
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Under penalties of perjury, I declare that I hove examined this return, including accompanying schedules and statements, and to the best d my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the peroonal representative is based on all informal d which preparer has eny knou4edge.
SIGNATUR_E.O/F_PE-R`SO-N RESPONS-I7B~LE FOR FILING RETURN ~ DATE
ADDRESS a~ ~ ~ t t i ~ i t l
BARB~iA E. BRYAN, ~XJ~CUTRICE ~DIANNE C BRYAN, E'XECUTRICE
SIG O~PREP7~yER OTHER TH N REPRESENTATIVE _ . __
RICHARD C- SNELBAKER 44 WEST MAIN STREET, MECHANICSBURG
PLEASE USE ORIGINAL FORM ONLY PA 17055
Side 1
L 1505611185 1505611185
OM4847 3.000
~~
1505611285
REV-15DD EX (FI)
Decedent's Social Security Number
180-22-7434
Decedent's Name• BRYAN I F A N A R
RECAPITULATION
1. Real Estate (schedule A) .. .. .. .. ..
.. .. ... 1 ], 2 5 , 9 31 • 8 5
2. Stocks and Bonds (Schedule B) . 2 0 • 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)
, 3 0 • 0 0
4. Mortgages and Notes Receivable (Schedule D)
4
0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) g
. 4 , ? 9 9.41
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6 0 • 0 0
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested 7. 9 2 3, 8 9 5. 9 4
8. Total Gross Assets (total Lines 1 through 7)
8 1, 0 5 4 , 6 2 7.2 0
9. Funeral Expenses and Administrative Costs (Schedule H). g
_ 18 , 8 0 8.0 5
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I)
t0 776.02 .
11. Total Deductions (total Lines 9 and 10)
, t 1 19 , 5 8 4 •0 7
12. Net Value of Estate (Line 8 minus Line 11)
13.
Charitable and Governmental Bequests/Sec 9113 Trusts for which 12
1 , 0 3 5 , 0 4 3.13
an election to tax has not been made (Schedule J) , _ 13
, .
0.00
14. Nat Value Subject to Tax (Line 12 minus Line 13)
,
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 14, 1, 0 3 5 , 0 4 3.13
15. Amount of Line 14 taxable
at the spousal tax rate, ar
transfers unfjer Sec. 9116
(a>(1.2>x.o_ 0.0D ts. 0.00
16. Amount of Line 14 xable
o 4~
at linealratex
17. .
1,035,043.13
Amount of Line 14 taxable
16. 46,576.94
at sibling rate X .12 0 • 0 0
18.
Amount of Line 14 taxable 17,
0 ' 0 0
at collateral rate x .15 0. 0 0
18 0. 0 0
19. TAxDUE 19. 46,576.94
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505611285 1505611285 J
OM4848 3.000
REV-1500 EX (FO Pege 3 File Numb•r
Total Credits (A + g) (2)
3. Interest 4 8 , 3 0 0 • ^ 0
4. If Line 2 is greater than Line 1 + Llne 3, enter the difference. This is the OVERPAYMENT. (3) ~ ~ ~
Fill in box on Page 2, Line 20 to request a refund. (4) 1, 7 2 3.0 6
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ^ 0 O
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 properly transferred .. ..
^
..
b. retain the right to designate who shall use the property transferred or its income
^
::::
c. retain a reversionary interest .. .. .. ^ (~
d. receive the promise for life of either payments, benefits or care? ^ L~'~'f
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .... .. ..
3. Did decedent own an "in trust for" or payable-upon•death bank account or security at his or her death? ^
4. Did decedent own an individual retirement account, annuity, or other non probate property, which
contains a beneficiarydesignation? .. ..... ..
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS P
ART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)J. 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(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)]. Asibling is defined,
under Section 9102, as en individual who has at least one parent in common with the decedent, whether by blood or adoption.
OM4671 2.000
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 46,576.94
2. Credits/Payments
A. Prior Payments 4 6, 0 0 ~• 0 ~
B. Discount _ 2 , ~ ^ ^ ^ ^
REV-1502 EX « (01-10)
Pennsylvania
DEPARTM£Ni OF REVENUE
INHERITANCE TN( RETURN
ESTATE
SCHEDULE A
REAL ESTATE
FILE NUMBER:
Eleanor C. Bryan 2111 0549
All real properly owned solely or as a tenant in common must be reported at fair market value. Falr market value Is defined as the price d which propeny
would be exchanged between a willing buyer and a willing seller, neither bring compoled to buy or aril, both having reasonable knowledge of the relevant facts,
Real properly that isjointty-owned with rlgM of survivorship must be disclosed on Schedule F.
Attach a copy aT the settlement shed if the property has txen arid.
ITEM Include a copy of the deed showing decedent's interestd owned as tenant in common. VALUE AT DATE
NUMBER DESCRIP170N
O F DEATH
1. Property known and numbered 125,931.85
as 3531 Green Street, Hampden Township, Cumberland
County, Camp Hill, PA. Sale value (see attached
settlement sheet)
TOTAL (Also enter on Llne 1, Recapitulation.)
8
125,931.85
swaess z.ooo If more space is needed, use additional sheets of paper of the same size.
REV-1508 EX+ (11-10)
pennsylvania SCHEDULE E
DEPARiMENiOF REVENUE CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF:
FILE NUMBER:
Eleanor C. B an 21 11 0549
Include the proceeds of litigation and the date the pra»eds were received by the estate.
All ro olntl owned with ri ht of survivorshl must b® disclosed on Schedule F.
ITEM
NUMBER VALU E AT DATE
DESCRIPTION OF DEATH
~• Burial benefit from Cumberland County
100.00
2 Cumberland Crossings
refund due the decedent on nursing home care 765.00
3 Erie Insurance
refund due the decedent on homeowner's insurance 50.00
4 Household goods retained by family
200.00
5 Household goods, sale value
50.00
6 PNC Bank
checking account #5070077313 3,612.91
7 Verizon
refund due the decedent
21.50
TOTAL (Also enter on line 5, Recapitulation 5 4 , 799.41
aw48AO 2.000 It more space is needed, use adddionaf sheets d paper oFthe same size.
REV-1510 EX+(08-09)
Pennsylvania
DEPARTMENiQFREVENUE
INHERITANCE TAX RETURN
RESIDEPIT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
r~~.~ ~~umocrt
Eleanor C. B an 21 11 0549
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is ves
D
~
I~
RR
U
N
O
E
D
P
~Tp
ITEM
NUMBS riL~ETFENNAEO
F
~p
FER
E,T
E
F
~R
FI
AT
I
7ooECEOExrAw
TF DATE OF DEATH %OFDECD'S EXCLUSION
EMTEOFiRM$ER,ATTpI]IgpppypFT1EDEEDFORREALE6TATE. VALUE OF ASSET INTEREST TAXABLE
~
Di IFPPPLICABLE VALUE
anne C. Bryan 13,000.00 100.0000 3,000.00
10
000
00
gift made by the decedent on ,
.
March 3, 2011
2 Roger F. Strand 13,000.00 100.0000 3,000.00 10
000
00
gift made by the decedent on ,
.
March 3, 2011
3 Barbara E. Bryan 13,000.00 100.0000 3,000.00 10
000
00
gift made by the decedent on ,
.
March 3, 2011
4 Anthony F. Kren 13,000.00 100.0000 3,000.00 10
000
00
gift made by the decedent on ,
.
March 3, 2011
5 Lincoln Financial Group 58,485.23 100.0000 0.00 58
485
23
account #97-5244438. ,
.
beneficiaries are decedent's
children in equal shares
6 Vanguard 825,410.71 100.0000 0.00 825
410
71
investment account. ,
.
Beneficiaries are decedent's
children in equal shares
TOTAL (Also enter on line 7, Recapitulation) $
923 895 94
If more s eed
pace is n ed, use addttlonal sheets or paper of the same size.
BW46AF 2.000
REV-1571 EX• (1609)
Pennsylvania
OEPNtTA£Ni OF REVENUE
NHERITANCE TAX RETURN
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Eleanor C Brvan 21 11 549
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
~. Funeral Luncheon, obituary
guest book and flowers
B.
1
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
city
Year(s) Commission Paid:
State ZIP
2. Attorney Fees: Snelbaker & Brenneman, P. C.
3,752.50
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
4.
5.
6.
7.
1
2
9W48AG 2.000
City State ZIP _
Relationship of Claimant to Decedent
Probate Fees:
Accountant Fees:
Tax Return Preparer Fees:
Cumberland Law Journal
Advertising Executrices Notice
Hampden Township
sewer/refuse service
Total from continuation schedules
TOTAL (Also enter on Line 9, Recapit
If more space is needed, use additlonal sheets of paper of the same size.
AMOUNT
1,103.61
727.50
75.00
105.75
13,043.69
80
Estate of: Eleanor C. Bryan
21 11 0549
Schedule H Part 7 (Page 2)
3 Michael Langan, Tax Collector
2011-2012 school taxes
l,olo.ea
4 Pennsylvania American Water
water service
59.49
5 PNC Bank
check printing fee
4.50
6 PPL Electric
electric service
72.42
7 Ralph Daywalt
financial work for estate
210.00
8 Register of Wills
filing fee for Inheritance Tax Return
15.00
9 Repairs to Green Steet property
in order to prepare property for sale and siding
repair discovered on settlement day.
550.00
10 Settlement costs associated with the sale of Green
Street property
a. Realtors Commission $7,500.00
b. Title services $15.00
c. Real estate transfer taxes $1,250.00
d. Hampden Township, sewer $150.00
e. Home warranty $399.00
9,314.00
11 The Sentinel
advertise Executrices Notice
219.40
12 UGI
gas service
88.04
13 Reserve
for filing fees, accountant fees and other costs
associated with the administration of the decedent's
estate
1,500.00
Total (Carry forward to main schedule) 13,043.69
REV-7572 EX F (12-OBJ
Pennsylvania SCHEDULE I
OEPPF27MENr OF REVENUE DEBTS OF DECEDENT
roRIET~C~~T ~NTTURN MORTGAGE LIABILITIES $ LIENS
ESTATE OF
FILE NUMBER
Eleanor C. B an 21 11 0549
Report debts Incurred by the decedent prior to death that remained unpaid at the data of death, including unreimbursed medical expenses.
ITEM
PAIMBER DESCRIPTION VALUE AT DATE
OF DEATH
1.
Continued Care RX
medical expenses
469.12
2 Cumberland Crossing
nursing homo care
120.00
3 Hampden Township
seweer/refuse service
150.00
4 Pennsylvania American Water
water service
19.00
5 PPL Electric
electric service
17.90
TOTAL Also enter on Line 10, Reca itulatfon j 776.02
ewasnrl 2.00o If more space is needed, insert additional sheets of the same size.
REV-1573 EX+(01-10)
Pennsylvania
OEPPRTMENi OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Indude auldght spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. Roger F. Strand
69 Dirbyshire Drive
Carlisle, PA 17015
Roger F. Strand
Inventory Value: 10,000.00
2 (Anthony F. Kren
1026 Country Club Road
Camp Hill, PA 17011
Anthony F. Kren
Inventory Value: 10,000.00
RELATIONSHIP TO DECEDENT
DO Not List Trustee(s)
Son-in-law
Son-in-law
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SF~WN ABOVE ON LINE515 THROUGH 18 OF REV•1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
FILE NUMBER:
1~1--05-4.-9
I ~~.xJNT OR SHARE
OF ESTATE
10,000.00
10,000.00
TOTAL OF PART II • ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I Z 0 0
9wesni z.ooo If more space is needed, use addltlonal sheets of paper of the same size.
Estate of: Eleanor C. Bryan
Schedule J Part 1 (Page 2)
Item
No. Description
3 Barbara E. Bryan
1026 Country Club Road
Camp Hill, PA 17011
One Half of Residue: 507,521.57
4 Dianne C. Bryan
69 Derbyshire Drive
Carlisle, PA 17015
One Half of Residue: 507,521.57
Relation
Daughter
Daughter
21 11 0549
Amount
507,521.57
507,521.57
~`xltM{xt(A Y
~9 ~~ A. Settlement Statement (HUD-1)
~+N o~ie~
B. Type of Loan
OMB Approval No. 2602A2s8
1. ^ FHA 2. Q RHS 3. QX Conv. Unins 6. Flle Number.
11-382 7. Loan Number: 8. Mortgage Insurance Casa Number:
. 240921039
4. Q VA 5. Q Conv. Ins.
C. Note: 7hls fomt is fumished to glue you a statement ofadua/ s
at
t
ement cows. Amounts paW to and 6y the setdemenl agent are shown.
Items marked'(p.o.c.)' were pald outride the closlrrg; txy are shown hers forin/ormaflonal
Purposes end are notlnd
d
d I
D. Name and Addross of Bonower: u
e
n tre totals.
E. Name and Address of Seller:
Dean LC. Foote
Estate of Eleanor C
Br F. Name end Address of Lender.
an
1112 Wansford Road .
y
BANK OF AMERICA, N.A
Medumlcsburg, PA 17050 ATTN: Enterprise Cbeing
Protectlon Dept
MS:TX2-972.04-02, 8400 Legacy Dr.
Plano, TX 73024
G. Property Location:
3531 Green Street H. Settlement Agent: 25-1867112
I. Settlement Date:
Camp Hill
PA 17011 Midstab Abstract Company
,
Cumbedand County, Pennsylvania 2331 AAarket Street
Camp HIII
PA 17011
October 8, 2071
, Ph. (717)763.1383
Place of SePoement
2331 Market Street
Cam HIII, PA 17011
J. Summa of BonowMS tnnsaetlon K. Summa d Seller's trsnsaetlon
100, Oross Amount Dus from Borrower
.
101. Contrad setae rice 400. Gross Amount Due to Seller.
102. Personal roe 125 000.00 401. Contract sales rice
125 000
00
103. Settlement Cha ea td eonowar Line 1400 4 832
59 .
402. Personal ro
403
104. . .
105. 404.
405
Ad uatmenb for items old b Seller In advance .
106. Ci /Town Taxes
tO Ad usbnenb for Items id b Salbr In advance
107. Coun Taxes 10/06/11 to 01!01/12
66
78 406. CI /Town Taxes to
407
C
T
108. Sdrool Taxes 10108/11 to 07/01/12
109. 4th Qtr. Sewer 10!06/11 to 01/01/72 .
758.10
106
97 .
oun
axes 10/06!11 to 01/01/12
408. School Taxes 10I08l11 1p 07/01112
409
4th
S
66.76
758.10
110. . .
qtr.
ewer 10/06!11 to 01101/12 106
97
111. 410.
411 .
112. .
412.
120. Gross Amount Due from Borrower 130,584.44 420. Gross Amount Dw to Seller
200. Amounb Paid b or In Bshelf oT Borrower
300 725,931.85
201. ^ sit or earnest mon . Reductlons In Amount Dus SNlsr:
202. Pdnd al amount of new bans 1 000.00
100 000
00 . 501. Excess de it see IrtsWCtlons
502
203. Exiatln loans taken sub act l0 . . Settlement cha es to Seller Line 1400
9
314.00
204. 503. Existln loans taken sub'ect to ,
205. 504• Payoff First Mortgage
505
P
208 .
a nd Mo e
207. ~~
507
D
i
208. .
e a
l disb. as roceeds
209. 309.
509
Ad uatmenb for items un aid b Ssller .
'
210. G /sown Taxes
t Ad
ustmsnb for kerns un old b Seller
o
211. Coun Taxes to 510. Ci /Town Taxes to
511
C
212. School Taxes to .
oun Taxes
to
213 512. School Taxes to
214 613.
215. 514.
218. 515.
516
217. .
218. 517.
219 518.
519.
220. Total Pald b /for Borrower
300. Cash at t8sttbmsM fromlto Borrower 101.000.00 520. Total Reduction Amount Due Selbr
9,314.00
301. Gross amount due from Borrower Ilne 120 800. Cash at saKlemeM to/from Seller
302. Less amount id b /for Borrower Ilne 220
( 130 564.44
101
000
00 601. Gross amount due td Seller line 420
802 125,931.85
303. Cash X^ From ~ To Borrower ,
. . Less reduc8ons due Seller line 520
(
9'314'00
Th~.,..aa,....W ~ 29,584.44 803. Cash Q To ~ From Ssller 118,617.85
. _.e..__ .._....., o,,,,,,,,.,,a„y®, ew,pc or acompleted copy of this statement 8 any attachments referred 1o herein
Borrower OV.O,rPI,~'G/~~~~
II Seller Estate of Eleanor C. Bryan
Dean LC. Foote - n
BY: LIAX9atd- ~ /i ,
renbYM MY /wpm, M~~ ~ailb~Otb~wnholb ~~rrbwM~er,lbloxxybrrurW~tlilr~wnY~^~MaY. 7hbbM Wh. Thbaprbymryrbr axMCllMahMr,ram, mU you mnotrpuwEb
~M1q M naer,wx tlWpIM b Pru"b~ M Wrtlw b ~ RESPA WwM barn~wbn Wm NAxm~EOn
Page 1 of 3
HUD-1
(FOOTE.DEAN.PFD/11-362/8)
L. 3ettiemeat Charoas
- 700. Total Rul Estate Broker Fua $ 7
500
00
,
.
DlNSlon commission Inc 700 es folbws: Pete FO11 gb Frem
701 3 7 Cddwell B nker H d
Pmf I ecrtowere scars
e
702
B n H el ro ions - ,usa.x
~dter
7 la on ement satlsmait Sxaxrant
704,
7
705.
800. Items Pa bls In Connectbn wRh Loan
801.Our inatlon ch a Inductee inatlon Pdnt 96 or 590.00
802. Your credit a charge (poinb) for the s
edfl
i
t from GFE #t
~~~,~`~" >• ~ ~~~ ~
~
~ ~~
p
c
n
erest rata chosen $
803. Your adJustad o irtatlon cha es (from GFE #2) ~
`
:~ ~ '^ ;, ~ ,
804. relsel fse W LarWSafe relael Services, Inc. from GFE #A
frorrr GFE #3
44 890.00 .~' sr ~ ~: '
~
805. Credit R ort to LandSak Credit Inc 0.00 POC q 00 a ~, =~e ~ :
~
~
.
8. ax service b BA ax Services Co retlon ffrom G~ ~ 35.00 1J "
':: "t
807. Fkz1d cerdftcatlon b Land fe Flood Determinatlon
Inc 89. ~~ , v~.;.
,
.
808.
mGFE fl3), .
28.00. ~„,, ..~
809. from FE 3)
G „y„ .
1~"M r'7"
610. F S3 k'> i r,a,~r
811. from F 3) v11..n~P%'a.~...t
900. Ibms Re aired b Lender to Bs Pald In Advanu m E ip ~~~"' ,.,
907. Dail interest charges from 10/08/11 t
11/
o
01/11 28 ~ $11.300000/da
902
M from GFE #10 r
.
e e Insurance remium for months to
f 293.80 + 4a~. ""r;J ,.^;
903. Homeowne/s Insurance for 1.0 an to USAA rom GFE #3
904.
908, from GF 11
from GFE #11 351.61 ~ ~ a .
1000. Raserws De oaited wkh Lander (from GFE #11) .., ,,,
1001. Initlal deposit for your esvow account
omeowners insurance mon s (from GFE #9)
547 43 d ~ ~>
`
1003. Mort e e insurance ~ mon
months 4
'
'~ ~
er month
1004. Properly fazes $ ,,.
A' 3
'
Coun Taxes 9.000 monhs
23.35 er mon $ 631.36 ~
: i;~"'yam . ,~,. r ~: 1,,'„fit, '
Assessments 5.000 months S 84.24 month `i i° ~-~
7005.
1006. months ~ $ per month $ ~ ~ ~ ~ a p
1007. months Q $
per month
1006.
$
$ e
1009. Aggregate Adjustment
1100. Title Char es $ -207.16
i '.
...............
~
1101. Title services and lender's tltle insurance
1102. Settlement or dosin fee (from E #4) 1,168.7
5 15.00
1103. Owner's tltle Insurance to Midsfate Abstract Com any Insurance Acct $ „. " ~~ s '~ "5 "' "
.
1704. Lender's tltle insurance to Midstate Abstract Compan Insurance Acct from GFE #5 125.00
.
1105. Lender's tltle oli limit
$ 100
000
00 $ 858.75 s,; re ~ c Y,, ^, .. ,......
,
.
1106. Owne's tltle oli limit
$ 125,000.00
' +""'r . ,.,: ,.,
~°~,~ +
1107, ant
s ortlon of the total tltle Insurance remium to Midstate AbstraG Com an _~ t
~w ~ s car.
1108, Underwriter's oNon of the total tltle insurance re
i $ 685 7 ° a
~ ~
'~'
m
um to Midstate Abstract Com a
1109. n Insurance Ac $ 178,p ~ ~ ; -
1110.
1111.
1112.
1113.
1200. Govemment Recording and Transfer Ch
arges
1201. Govemment racordin cha es to Recorder of Deeds Office from GFE #7
1202. Deed $ 82.00 Mortg e $ 90.00 Releases $ Other
$ 152.00 p _
7203. Transfer taxes
to Recorder of Deeds Offic '' ~ ~ ,.•,~
e
1204
Ci
/C {from GFE #8) 1
250
00 s
~
.
ty
oun tax/stamps $ 1
250
00 ,
. ~
;;
~,
~~
,
.
1205. Stets tex/stam s $ $
.-. i, ',_
1208. $ -=~'-i:.... ... _,... ~. 1 250.00
1207.
1300. Additional Settlement Char es
1307. R aired services that u ran sho for
1302. from GFE #8
e a'"~'z}?~4'
1303.
1304.
1305. See addil'I distr. exhibit to
1400. Total Settlement Char es enter on lines 103, SacOon J and 502
SlteBo
K 649.00
,
n
Byslpnb9 p,pe t xxu sblanur,4 the &pne6xies aCknoMlpge rscepl Of a eamol,nE wov W nape 2 of tlw Ne,,un..r. 4 632.59 9 314.00
Certlfled to be a true copy.
1
Midstate pl ompan , ettlement Agent
Papa 2 of 3
HUD-7
(FOpTE.DFJ W.PFD/11-382/6)
of Good Fsifh Esumats (GFE) antl NUD-1
for
Loan Terms
Your Initial loan amount la
loan tsnn is
Your Initial interest rate is
Your inttfal monthly amount owed /or principal, Interest and
any mortgage insurance is
Can your interest rate rise?
Even If you make payments on time, can your loan balance riser
Even I/ you make payments on time, can your monthly
amount owed for principal, Inlareat, and mortgage Inauance rise?
Dose your loan have a prepayment penalry7
Does your loan have a balloon paymeml
Total monthly amount owed Including escrow account payments
Good Faith Estimste I HUD-1
# 802
#1203
$ 700,000.00
30 years
4.125D
1,250.00
$ 484.65 includes
^X Prinrtipal
0 Interest
^ Mortgage Insurance
^X No ^ Yes, it can dse ro a maximum of % . The Orst
change will be on and can change again every_ months after
. Every change date, your Interest rate can increase or decrease
by %. Over the life of the loan, your interest rate Is guaranteed
to never be lower than °~ or higher than
%.
^X No ^ Yes, it can rise ro a maximum of $
Q No ^ Yes, the first increase can be on
amount owed can dse ro $ and the monthly
The maximum it ran ever rise to is $
^X No ^ Yes, your maximum prepayment penalty is $
^X No ^ Yes, you have a balloon payment of $
due In _ years on
^ You do not have a monthly escow payment for items, such as property
taxes and homeowners insurance. You must pay these Items directly
yourself.
^X You have an additional monthly escrow payment of $136.90 that results
in a total ini8al monthly amount owed of $621.55. This includes
principal, interest, any mortgage Insurance and any Items checked below:
^X Property }axes ^X Homeowner's insurance
^ Flood insurance I"I
Note: If yvu have any questions about the Settlement Charges and Loan Terms listed on this form, lease contact I__I
P your lender.
Page 3 of 3
HUD-1
(FOOTE.DEAN.PFD/11-382/8)
HUD-1 Addendum
Borrower(s): Dean L.C. Foote Ballet(s): Estate of Eleanor C. Bryan
1112 Wansford Road
Mechanicsburg, PA 17050
Lender: BANK OF AMERICA, N.A. ATTN: Enterprise Closing Protection Dept.
Settlement Agent: Midstate Abstract Company
(717)763-1383
Place of Settlement: 2331 Market Street
Camp Hill, PA 17011
Settlement Date: October 6, 2011
Property Location: 3531 Green Street
Camp HIII, PA 17011
Cumberland County, Pennsylvania
Additional Adjustments For-items Paid By Seller In Advance (Borrower Debit)
Descri lion Amount From/1'hrou h
4th Qtr. Sewer 150.00 09/01/11 through 12/31/11 Prorated Amount
106.97
Total Line 109/409 106.97
Additional Disbursements
Payee/Description Note/Ref No.
Borrower Seller
Hampden Township
4th Qtr. Sewer 150.00
rst American Home Buyers
Home Warranty
Total Additional Disbursements shown on Line 1305
Adjusted Origination Charge Details
Origination Charge
Origination Charge
to BANK OF AMERICA, N.A. ATTN: Enterprise Closing Pro
Origination Credit/Charge (points) for the specific interest rate chosen
$ 0.00 $ 549.00
590.00
Total $ 590.00
Total $
Adjusted Origination Charges $ 590.00
Reserves Deposited with Lender
Homeowner's Insurance
4.000 at 29.31 per month
County Taxes
9.000 at 23.35 per month
Assessments
5.000 at 84.24 per month
Aggregate Adjustment
month
117.24
210.15
421.20
-201.16
Total 547.43
WARNING: It Ia a crime to knowingly make falp statements to the United Stsus on tMs or any similar form. Penakiss upon ccmrictlon can
include a floe and ImprlsomrpnL For details tee: Tkle 18 U.S. Code section 7001 and Section 1070.
(FOOTE.DElW.PFDl11-3tr2le)
HUD-1 Addendum - Continued
Title Services and Lender's Title Insurance Details BORROWER SELLER
Closing Service Letter
Midstate Abstract Company
Electronic Doc. Preparation
Midstate Abstract Company
Wire Fee
Midstate Abstract Company
Notary Fee
Midstate Abstract Company
Overnight Fees
Midstate Abstract Company
End. 100 300 & 8.1
Midstate Abstract Company
Tax Cert.
Michael Langan
Owner's Title Insurance
Owner's Policy Premium
to Midstate Abstract Company Insurance Acct.
Lender's Title Insurance
Lender's Policy Premium
to Midstate Abstract Company Insurance Acct.
75.00
50.00
10.00
10.00
15.00
1 50.00
5.00
10.00
Total $ 310.00 $ 15.00
BORROWER SELLER
983.75
Total $ 125.00 $
BORROWER SELLER
858.75
Total $ 858.75 $
WARNING: It Is a crime to knowingly make (else statemems to the Untied Slatp on this or any similar form. Panahlas upon eonvktion can
IneluM • ftn. and imprlaonmsnt. For dataile sae; Tkla 18 U.S. Code Sacdon 1001 and Section 1818.
(FOOTE.DEAN.PFD/1 ~-362/6)
LAST WILT, AND TESTAMENT
uw orrm[[ II
SNELBAKER.
MCGLP-0 R EC7CKER
I, ELEANOR C. BRYAN, of the Township of Monroe, County
of CumbexJ;and and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare-this as and for my Last W11 and Testament,
hereby revoking and making void all former wills and codicils
by me at any time heretofore made.
RIRST. I order and direct that all my just debts and
funeral expenses be paid Yay my Executor, Executrices or
Executrix, as the case may be, hereinafter named, as soon as
copveniently may be done after my decease.
"SECOND, I give, devise. and bequeath all the. rest;
residue. and remainder of my Estate, real, personal and mixed,
whatsoever, and wheresoever situated, unto my husband, bONALD E.
BRXAN,.absalutely and in. fee. simple, if he survives me by as
manx.as sixty .(60) days,
THIRp, If my husband, DONALD E. BRYAN, does not survive
me. by: as matey as. sixty .(60} days, then and in that event, I
give, devise. and bequeath ail the rest, residue and. remainder of
my Estate,.zeal, persona],: and mixed, whatsoever. and. wheresoever
situated, in equal. shares unto my daughters, namely, BARBARA E.
BRYAN and DIANNE C, BRXAN,,share and share alike, absolute],y and
in. fee. simple, If either of mX said daughters. shall predecease
me, I order, and direct that. the. foregoing 'residuary disposition
shal3,.be distributed unto my surviving daughter,
I+F~STtiY, I nominates constitute and appoint ,my husband,
DONP,Lp E, BRYAN, to be the. Executor of this, iny,Last Will and
Testament, but. if for anX.reason he should. fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my daughters, namely, BARBARA E,
BRYAN and DIANNE C. BRYAN (or either of them singularly if one
should €ail to qualify or cease so to serve), to be the
Executrices of this, my Last Will and Testament, each and both
to serve without bond or other security as a condition of I
qualification hereunder.
IN WITNESS WHEREOF, I, ELEANOR C. BRYAN, have hereunto set
my hand and seal to this, my Last Wili and Testament which
consists of two (2) typewritten pages to each of which I have
affixed my signature this ~~~ day of
A.D.,
One. Thousand Nine Hundred Eighty-five (198 .
~~'~`~~'~ ~ (SEAL)
U
The pzeceding instrument, consisting of this and one (1)
other typewritten page,. each identified by the signature of the
Testatrix,. was on the date t#~ereof signed, sealed, published and
declared. by ELEANOR C, BRYAN; the Testatrix. therein named, as an
~oz.hez Last Will, azid Testament, in the presence of us, who, at
her. request, in.hex'presenee,..and in the presence o~ each other,
have subscribed our names. as wit ess h eto
~,e~
uwomco
3N EL94KER.
OLEO ~ EpCKCR
COMMONWEALTH OF PENNSXLVANIA )
COUNTY SS.
Ok' CUMBERLAND )
We, ELEANOR C. BRYAN, RICHARD C. SNELBARER and JANET M. FORF
the Testatrix and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will and
Testament and that she had signed willingly, and that she execute
it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the. presence and
hearing of the Testatrix, signed the Will as witness and that to
the best of his or her knowledge the Testatrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
8 11
.~~ 'Gi~c.'~'rrrc~LJ
,~j ness
f ~ .~+ 7`"' Ill ~„_
Witness
Subscribed, sworn to and acknowledged before me by ELEANOR C.
BRYAN, the Testatrix, and subscribed and sworn to before me by
RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this //~'
day of ~L d~e~ , 1985.
/ / ~
Notary Public `
FLORENCE 6. IUSCHER. NOTARY PUBLIC
HIECHRHlCSBURG BIIRO, CUSRBERlAH9 COUHTY
FdY IAAtYtSSION EXPIRES APRIL 6, 19Bb
MEmper, Pennsylvania Association at Notaries
t~
uw ornccc
6N P.LBAKER:
ALES 6 ELICKF'j=