HomeMy WebLinkAbout02-06-12 (2)J 15Q5b101Q5
REV-1500 Ex toz-~s> cFr)
PA Department of Revenue pennsylvanta OFFICWL USE ONLY
«wnrm a ncvFme
ureau of Individual Taxes County Code Year File Number
PO BOx z8o6ot INHERITANCE TAX RETURN I~ f l ~^ f
Harrisbu pA i iz8-o6oi RESIDENT DECEDENT ~ ~ 'l'S
ENTER DECEDENT INFORMATION BELOW
Soaal Security Number Date of Death MMDDYYYY Date of Birth AtMDDYYYY
208-38-3323 11/07/2010 07/07/1947
Decedent's Last Name Suffix Decedent's First Name
MI
Myers VlrlNam ~
(N APpilcabie) 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 DUPLNCATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OWALS BELOW
CiD 1. Origins! Return O 2. Supplemental Return
O 3. Remainder Return (Date of Death
O 4. Limited Estate O
4a. Future Interest Compromise (slate of Prior to 12-13-82)
O 5. Federal Estate Tax Return Required
deatlt after 12-12-82)
4D 6. Decedent Died Testate O
(Attach Copy of Will) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust.} O 8. Total Number of Safe Deposit Boxes
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule 0}
CORRESPONDENT - THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORIYtATION SHOULD BE DIRECTED T0
Name :
Daytime Telephone Number
Shelley J. Laughman
(717) 2fi6-4998
First Line of Address
90 Donrene Road
Second Line of Address
City or Post Office
Mt. Wolf
state ZIP Code
PA 17347
ItEQISTER OF if3 USE ONLY
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Correspondent's e-mali address•
Under penalties of perjury, 1 dedage that 1 have examined this return, including accompanying schedules artd statements, and to the best of my knrnMedge and belief,
it is true, correct and complete. Dbclaretion of preparer oMer than the personal representative is based on all informatkm of which
SIGN~R~ OF ~ ~iSON RESP~SiBLE FjrjR FILING TURN - f~reparer i~as arty knowledge.
J~ ~ J , . _ y,~ „ i DATE j I
90 Donrene RoadUfAt, VNb(f, PA 173 _-_T~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ----
DATE
ADDRESs
PLEA>tE iJSE ORIOIN/LL FORM ONLY
Side 1
L, 1505b1Q105
150561Q1Q5
~•~
J 1505610205
REV-1500 EX {FI)
Decedent's Social Security Number
uecedenra New: William L. Myers 20&38-3323
RECAPRtfLATION
1. Real Estate (Schedule A) ..........
................................. .. 1. 122,50D.00
_
2. Stocks and Bonds (Schedule B) ......
...... .......... .. 2. 9,924.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. _
4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4, _
5. Cash, Bank Deposit, and Miscellaneous Personal Property (Schedule E)..... .. 5. 102 021.12
'
6. Jointly Owned Property (Schedule F) O Separate BlHing Requested ..... .. 6
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property .
{Schedule G) O Separate Silting Requested.. , ... .. 7.
$. Total Gross Assets (total Lines 1 through 7) .... .. .. $. ?34,445,12
9. Funeral Expenses and Administrative Costs (Schedule H) ... 9
............... .
. 34,800.85
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .............. . 10. 40,890.29
11. Total Deductions (total Lines 9 and 10) ................................ . 11. _ _ T5,691,14
12. Net Value of Estate {line 8 minus Lute 11) ........ ..
.................... . 12. 158
753
98
13. Charitable and Govpmmental BequestslSec 9113 Trusts for which ,
.
an election to tax his not been made (Schedule J) . . ..................... . 13.
14. Net Yatue Su6Ject tiro Tax (Line 12 minus Line 13) ....................... . 14. 158,753.98
TAX CALCUtAT10N • SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Una 14 t~xabie
at the spousal tax rajte, or
transfers under Sec. 9116
15.
16. Amount of Line 14 tt~~xabte -
at li
l
4
t
nea
ra
e X .0 _
~ 158,7$3.98 1 g, 7
143
93
17. Amount of tine 14 taxable - ,
.
at sibling rate X .12 17.
18. Amount of Line 14 taxable _ _
at collateral rate X .15 1$
19. TAX DUE ................................. ........ 19.
................
20, FILL IN THE OVAL 11~ YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
150561h205
7,143.83
1505610205 J
REV-15f10 EJC (Fq Page 3
Decedent's Complete Address:
WiNiam L. Myers
- -------------------------
STREETADDRESS
4149 Nlountainvievv Rd.
clrY -
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A Prior Payments _ __ 7,000.00
B. Discount 250.00
3. Interest
Flle Number
STATE - --ZIP -- - -----
PA 17050
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 7,143.93
Total Credits (A + g ! (2) 7,250.00
(3)
(5)
(4)
106.07
0.00
Make check payable tti: REGISTER OF WILLS, AGENT.
PLEASE ANSWER tHE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP PROPRIATE BLOCKS
t • Did decedent make a transfer and:
a. retain the use or income of the property transtemed ..................... Yes No
b. retain the right to designate who shall use the property transferred or its income ..........................
c. retain a reverisionary interest .................................................................................................................... .......... ~ .
d. receive the Atomise for life of either payments, benefits or care? ,,,,,,,,,,,,,,
2. If death occurred after Dec. 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................
....................................................................................
......... a
^
3. Did decedent owin an "in trust for" orpayable-upon-death bank account or security at his or her dearth? ..... .........
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
corNains a beneficiary designatan? ........................ r"-1
IF THE ANSWER fi0 ANY OF THE ABOVE QUESTIONS iS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent (72 P.S. §9116 (a) {1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivi
(12 P.S. §9116 (a) (1.1) (a)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for d sd~areeof assets and
filing a tax return are still applicable eNen if the surviving spouse is the only benefidary.
For dates of death on or after July 1, 7000:
• The tax rate imposed on the net value of transfers from a deceased dt~d 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 ifl or for the use of the decedent's lineal benefidalies is 4.5
percent, exc~t as noted in [72 P.S. §9116(a){1)].
• The tax rate imposed on the net vralue of transfers to or for the use of the decedent's siblings is 12 percent (7'2 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individwal who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX'.- (il-OS)
Pennsylvania
~' DEPARTMENT OF REVENUE
INHERfrANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
WtlGam L. Myers FILE NUMBER --
21-10-1188
All real property owned solely or as a tenant In common must be reported at fair market value. Pair market value is defined as the price at which property
would be exchanged between ~ wilting buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property that is ioiMly-owned with right of curvivor~hlp must be disclosed on Schedule F,
Attach a copy of the settlement sheet if the property has been sold.
ITEM tndude a c
NUMBER opy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
f3ESCRiPTION OP pEATH
1' Property sihlate at 4149 Motmtaimriew Road, Hampden Township, Cumberland County, 122, 500.00
Mechanicsburg, PA (sea attached settlement statement]
TOTAL (Also enter on Line 1, Recapitulation.) $
If more space is needed, insert additional sheets of the same size.
122,500.00
REV-i5o3 p(+ (7_u)
Pennsylvania
DEPARTMENT Of REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
scN~ou« s
STOCKS & BONDS
ti~~/1~Y Vr .-
William L. flAyers FILE NUMBER
21-10-1168
'~ ProPert!- ]ol~Y owned with right of survlvorahip must be disclosed on Schedule #~.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
i' 1,000 Seriees'~I Bond, rued 10J2001, Bond #M0028900471(valuatlon attached)
1,000.00
accrued intenast to date of death
654.00
2 5,000 Belies N Bond, issued 1012001, Bond #V0014087171(valuation attac~ted) ,
5,000.00
accrued interest ~ date of deatlt
3,270.00 "
TOTAL (Also enter qn Une 2, Recapitulation) ~ 9,924.00
if mare space is needed, Insert additional sheets of the same size
REV-150$ EX+ (11-io)
pennsylvarria
' DEPARTMENT OF REVENUE
INHERRANCE TAX RETURN
RESIDENT DECEDENT
~.u~.a
ESTATE OF:
wlliam L. Myers
TtEM
S~NEpVLE E
CASH, BANK DEPOSITS 8E MISC.
PERSONAL PROPERTY
Include the proceeds of litigation and the date the proceeds were received by i:he estate.
Alll property jointly owned wlRh right of survhnxship must be dlsdosed on Schedule F.
1. Sovereign Bank, chedting account no.1881716966 (statement attached)
2. Sovereign Bank, savings account no.1684007709 (statement athached)
acqued lrt~rest b date of de~h
3. 2004 Ford Taurus, proceeds on of sale
d. Household furnishings, ixoceeds on sale of
5, Wells Fargo, escrow refund
6. ascov8r, cxedR card refund
7. , homeove!>ers refund, policy ~QO1700 73s
$. Capital One, credit card refund
g. Comcast, cable refund
10. American Water, refund
11. Secured Land Transfers, credit a# settlement for taxes, utilities
12. Foremost Insurarice, horrieowner polio, refund
TOTAL (Also enter on Line 5, Recapit~~lation) ~
Ir more space is needed, use additional sheets of paper of the same size.
FIRE NUMBER:
21-10-1168
69,029.49
26,433.01
1.84
2,900.00
1,200.00
934.35
146,81
104.00
82.64
17.37
6.25
1,014.28
151.08
.---~.._
102,021.12
REV-1511 EX+ (10-09}
~ Pennsylvania
DEPARTMENT OF gEVENUE
INHERITANCE TAx RETURN
RESIDENT DECEDENT SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF
vVlltiam L. Myers FILE iNUMEER
21-10-11f:8
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A• FUNERALEXPEN~ES: - - AMOUNT
I' Panebaker Fumeral Home
2.
St. Paul s Dubs Lutheran Church
funeral rec
ti 9,9fi6.22
,
ep
on
281.36
s. ADMINISTRATIVE'. COSTS:
1, Personal Representative Commissions:
Name(s) of Personal Representative s
Street Address
City -- - -- --
----- ---- --- - - - - -- - - ----- -State --- -ZIP
Years} Commission Paid:
2. Attorney Fees:
3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.}
Claimant
-- --------
Street Address ------------------
City ---- -_ - - --- --- ---------- - ---- State -- ----ZIP
Relationship of Claimant to Decedent
4• Probate Fees:
323.50
5• Accountant fees:
6• Tax Return Preparer Fees:
50.00
~. Secured Land Transfers, LLC, settlemer-t coats
14,005.00
8• Eftlplre Today, ~t replacement
3,353.00
g• Welts Fargo, morggage Payrrtents
1,536.39
to. Mid~ael Langan, tax Collector, pivperty taxes
1,173.78
t ~ . Beshore and Koller
car repairs
, 790.78
1z. Wyndham Place, homeowner asaociaiion dues, January thru October 2011
750.00
If more space is needed, use additional sheets of paper of the same size.
TOTAL (Also enter on Line 9, Recapitulation)' #
32,230.03
ESTATE OE WILLIAM L MYERS schedule H page 2
FILE NUMBER 21-10-116$
SCHEDULE H
Funeral and Administrative Cost
Page 2
Balance Forward
13. Stanley Steemer, carpet cleaning
24. Home Depot, dishwasher and garbage disposal
15. c R Powers, dishwasher installation
16. Roger Lauck, roof repair
17. Foremost, homeowners insurance
18. Thomas Insurance, homeowners insurance
19. Hampden Sewer, sewer
20. PA WatQr, water
21. PPL, electric
sub Total (page 2)
TOTAL
32,230.03
232.14
347'.63
.116.00
150.00
x!31.12
264.96
433.58
z58.3s
537.04
2,570.82
34,800.85
Page 1
REV-1512 EX+ (12-08)
~ ! Pennsylvania
~,1 DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & !TENS
ESTATE OF
William L. AAyerg FILE NUMBER
21-10-1168
Report debts incurred bN the decedent or[nr to dvrti d..- .~....~.....---:. _..~_ .___ _, . .. ..
_ -----, ....,~,...,._..,,,~~.,~ ancc~a w u:c aame size.
REV-1513 EX+ (01-10)
pennsytvania SCHEDULE ~
DEPARTMENT DF gEVENUE
1Nf1ERITAr~ICE ruc aE;ruan BENEFICIARIES
RES1oeNr oar
ESTATE Of':
William L. ers
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY RELATIONSHIP
I TAXABLE DISTRI ONS [Include outright spousal distrltnitions and transfers under ~ ~ ~
Sec. 911fi (a) (1.2).)
i• Sh~teyJ.Laughm~-
Daughter
90 Dorrrene Roed! Mount Woff PA 17347
ZtyE NUMBER: T
21-10-1168
AMOUNT OR SHARE
OF ESTATE
100°~
ENTER DOLLAR AMOUfYTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-150fI COVER SHEET, AS APPROPRIATE.
NON TAXABLE DISTRIFUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
i.
I B. CHARITABLE AND G'DVERNMENTAL DISTRIBUTIONS;
1.
TOTAL OF PART;i'- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON tINE 13 OF REV-1500 COVER, SHEET. ~
If more space is needed, use additional sheets of paper of the same site.
LAST WILL AND TESTAMENT
OF
WII..LIAM L. MYERS
I, William L. Myers, residing at Mechanicsburg, Pennsylvania, being of sound mind, do
hereby make, publish and declare this to be my Last Will and Testament and do revoke
any and all other Wills and Codicils heretofore made by me.
ARTICLE 1
1.1 - I order end direct my Executrix, hereinafter named, to pay all of my just debts,
funeral expenses and expenses for administration of my estate as soon after my decease
as it may con!venieirtly do so.
ARTICLE 2
2.1 - I give the rest of my estate to my daughter, Shelley Loughman. If she predeceases
me, I give the rest of my estate to my grandchildren, equally, share and shaze alike, per
stirpes.
2.2 - If any beneficiary shall fail to survive me by 45 days, it shall be deemed that such
person shall hiave predeceased me.
2.3 - If neither my daughter nor my grandchildren survive me, I direct that the rest of my
estate be divided into three equal parts. I give one part to my sister, Brenda R. Billman,
one part to my sister, Sherrie $. Bower, and one part to my sister, Jeannie L. Craumer to
shaze and share alike, per stirpes.
ARTICLE 3
3.1 - I appoint my daughter Shelley J. Myers, Executrix of this will.:[f she predeceases
me, I appoint my sister, Jeannie L. Craumer. I direct that no appointee hereunder shall be
required to give bond for the faithful performance of the duties of said office.
This Will has been prepared in duplicate, each copy of which has been executed as an
original. One ofthese executed copies is in my possession and the other is deposited for
safekeeping with my sister Jeannie L. Craumer, 2365 Grandview Road Hanover, PA
17331.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 26th day of
September 2b09.
(SEAL
The preceding instrument, consisting of this and one other typewritten page, was on the
day and date lthereof signed, sealed, published and declared by William L. Myers, the
testator there$n named, as and for his last will, in the presence of us, who, at his request,
in his presence and in the presence of each other, have subscribed our names as witnesses
hereto
ate,:>_~~~[P~,~ ~a[
Address ,V?u.iJav+er ~~~
g'.~hs ~~~-rl'yc~ ~d
Address ~~o,~.e~, Pa X7331
Witness
Witness
~q'QSMENTO~,y
p ~~~ ON OMB Approval No. 2502-0265
~ * * ~ /
Z A. Settlement Statement (HUD-1) "up-1 ~ ~ /Yu (~
a LS
G9B4N DEV ELOQ-
Page 1 of 3
3. Type of Loan
1• L'J FHA 2. ^ RHS 3. ^ Conv. Unins. 6. File Number:
4. ^ VA 5. ^ Conv. Ins.
401101720-CB
. NOTE: This form is fumkhed to give you a statement of actual s
Items marked '(p.o.c.y were paid outside the cl
i
os
ng; th
totals.
D. Name and Addraa of Borrower E. Name tend Address
ROBIN B. MILLER SHELLEY ); LAUGHMAN,
201 NORTH BALTIMORE ST. MYERS
EXECUTRIX OF l
D
,
ILLSBURG, PA 17019 WILLIAM Li, MYERS
4149 MOUf~ITAIN VIEW A
MECHANICSBURG, PA li
G. Property I.aCatlon
4149 MOUNTAIN VIEW ROAD
,
MECHANICSBURG, PA 17050
COUNTY: NMBERLAND
PARCEL ID: 10-15-1285-179
TOWNSHIP: HAMPOEN TOWNSHIP
]. Summa of Borrower's Transaction
100. Gross Amount Due from Borrower
101. Contract Saks price
122 500.00
102. Personal pro
103. Settlement cha es [o borrower line 1400
6 011.51
104.
lOS.
uatmsrtt for lame Id sNlar in advance
106• own Taxes
107• Cou Taxes 322.89 r 30 24 2011 to 1 1 2012 61
04
.
108. Assessments
109• Sclaol Taxes 1 197.73 r 10 24 2011 [0 7 1 2012 821
39
.
110. October's HOA Due 75.00/mo for 10/24/2011 to
11 1 2011 ;19.35
111. Sewer/Trash 10/1 to 12/31 150.00/qtr for
10 24 2011 to 1 1 2012 ;112.50
112.
120, Gror AmprM Due from Borrower 29 525.79
200. Amourta Paid br or in seHaN of Borrower
201. De or earrxst mo 1 000.00
202. Principal Loan Amount from Members 1st Federal
Credk Union ;19,394.00
203. Existi loans taken sub'ect to
204.
205.
206.
207.
208.
209.
ustmants for Teams un Id seller
210
. own Taxes
211. Cou Taxes
212. Assessments
213. SNkr Assist
2 ~. 5 000.00
14.
215.
216.
217.
218.
219.
220. Tool Pald for Borrower 1 S 94.00
300. CaaA at Sstnarriarrt from/to Borrower
301. Gross amount due hom borrower line 120 1 9 525
79
.
302. Less amounts W b r bo^ower line 220 1 5 394.00
303. Cash X From To Borrower 131.79
7. Loan Number: 8. Mortgage Insurance Case Number:
6800445050 446-0953833 703
~ttlement costs. Amounts paid to and by the settlement agent are shown.
:Y are shown here for Informational purposes and are rat included in the
rf Seller F. Name and Address of Lsndar
°/K/A SHELLEY J. MEMBERS 1ST FEDERAL CREDIT UNION
HE ESTATE OF 5000 LOUISE DRIVE,
OAD MECHANICSBURG, PA 17055
DSO
H. 5attlamarrt AgaM
SENRED LAND TRANSFERS, LLC
485 5T. JOHNS CHURCH ROAD ,
SNIREMANSTOWN , PA 17011
Phone : (717) 901-8342
Place of Settlement I. Strttlamertt Data 10/24/2011
3915 MARKET STREET Disbursamarrt pate 10/24/2011
CAMP HILL, PA 17011
K. Summary of Seller's Transaction
400. Oros Amount Dw to Seler
410. ~""""' ^vn uue r~.00/m0 for 10/24/2011 to
13 1 2011 ;19.35
411. Sewer/TresA 10/1 to 12/31 150.00/qtr for
_ 10/24/2011 to 1/1/2012 ;112.50
SOO. Reductions 1<n Amount Due a SNlar
600. Cash st SatgemaM to/from S
ll
e
er
601. Gross amount due tb seller Ilne 420 123 514
28
.
602• Less reductions In amount due seller Ilse 520 14 005.00
BuNsn for this waectlon W kdortnatbn a eali 603. Cash X To From Seller 309,309.26
ma at 35 rNnuks per rasporme for copecang. rsvbwi
coaect nth kdormstlon
You are rat rsgrwed b wrtrpbte nth form, a t tlfaphys a a^e^t1Y vstd OMB eonb'd numb~sr. No confldentle dab. This agency mry not
a marMabry. TMs h dsagrod b Provide dro parses b a RESPA
is au
d
thf
B
cover rxs
~
Y
e dladoeure
ed traneactbn with kt<onnatlon d
urkq the saaNrrrent prows.
~ ~M
Initials -i~L
401101720-CB
HUD-1
L. SlLtIOMlllt Chirtae: _ Page 2 of 3
700. Toth Real Estate Srokar Fap;7275.00
DNisbn of Commissbn line 700 as follows:
Paid From Paid From
701. 3750.00 to Prodential HomeSak Services Grou lncluda 225 Broker Fee Sorrower'e Funds Shcar'a Funds
702. 3525.00 to ERA-NRT LLC
703. Commissbn id at settlement At Settlement At Settlement
704. 7 275.00
500. Items Payable In Connectlon vNM Lean
801. Our o inatbn dre e
802. Your aedtt or tots for the s ifk ante t rate chosen 505.00 from GFE A` 1
803. Your usted inatbn cha from GFE N2
804• sisal Fee to Members 1st Federal Credit Unto from GFE A 505.00
805. Credit rt to Member 1st Federal Credit Union from GFE •3 400.00
806. Tax Service from GFE +r3 8.00
807. Food Cert. Fee to Members 1st Federal Credtt U from GFE M3
ni n
808. from GFE N3 12.50
900• hems Requlrad by Lender to N Paid in Ad
vepee
901
Daly interest charges from 10/24/2011 to 11/1/2 11
,
D 12.44/day
Members 1st Federal Credit Unbn
(from GFE 110)
902. FHA UFMIP to Members 1st 599.50
903. Homeowrtefs Insurance al Insurance Grou POC 239
00 rrom GFE M3 1 182.12
.
909. from GFE X11
1000.Reaerws DePOSlled with Lander
1001. IrNtlal de R for r escrow account
1002, Hazard Ins. Reserve 3.0000 month(s) D 19.92 / nbnM(s) to Members 1st from GFE •9 494.14
Federal Credtt Union ;59.76
1003. County Property Taxes 10.0000 month(s) 41. 26.91'/ month(s) to Members
1st federal Credit Unbn ;269.10
1004. School Taxes 5.0000 month(s) ®99.81 /month(s) to Memb
ers 1st Federal
Credit Unbn
;499.05
1005. A99re9ate Accountln9 AO)ustment to Members 1st ederal C
di
re
t Union -
333.77
1006.
1007.
300.TItle Charges
1101. Title servkes and IerWer's tide insurance to Seca Land Transfers LLC
1102. Settlement or Closf fee Secured Land Transfe LLC from GFE !4 1 478.75
1103.Owners title Insurance m Secured Land Transfers C 225.00
1104. Lender's title insurance to Secured Land T2nskrs C from GFE YS 15.00
1105. Lender's the 1' Iimtt 119 394.00 1 158.75
1106.Owner•s title I Iimtt 122 500.00
1107. A9enCS portion of the rotal tltle insurance premium ko Secured Land
Transfers LLC ;1,056.37
1108. Underwriter's rtbn of the total tltk insurance re ium to TRGC 1
1109. Note fee to Colleen Blume Notn Publk 17.38
1110. Itstrred Cbsi Protectlon Letter to TRGC 20.00
75.00
200.0overomerrt Reeordln5 and Transfer Char
as
y
1201: Government recordi ch es
1202. Deed 62,00 M 15 ~
DO Rek from GFE x7 196.50
.
1203. Transfer taxes
1204• Coun scam Dent 1225.00 Mo from GFE x8 1 225.00
1205. Stale scam Deed 1225.00 Mort a e
1206. nment Retordln 50.50 1 225.00
300.Additlonal Settlarrrant Charges
1301. R wired services that ou can for
1302. Pest arW Homc fns n to Homecftek from GFE +f6 320.00
1303. Note Fee to Colleen Blume Note public 320.00
1304. Tax Lett Proarsi Fee TA Secured Lend Transfers -,Mechanksbu 10.00
1305. Deed P2 ratlon Fee m Secured Und Transfers - anirsbu 10.00
1306. Novembers MOA Due tO W ndham %ace Homeown Assoda[ion 100.00
1307. Resale Cert. Reimbursement to DankOe Sullivan 75.00
1308. Taz Cert. Reimbursement l0 Danlelk Sullivan 150.00
1309.Oc[ober's HOA Due to W ndham Pbce Homeowners otiation 10.00
1310. Sewer rash for 10 1 to 12 31 to Mam en Townshi Sewer Autho 75.00
4tN).TOtal Settlement Charges (erttar on Iinea 103 150.00
, on) and 502, Section K)
H You Aaw am eusatlona ahaa tn...ai...•...r ..,._-~ --' '--- ;6,011.51 ;9.005.00
sonars aaasanbnb en HUD. _ _ __ __....._ -_-__ .... ,.~.., ,•.~ ~~•. v,e.,e canucr Your lamer. Saltlenxnt alum is nol responalDb far content of
The aeMra and bomsaers aiprnturee hereon adatoxledge 8tek and signHy stair urMersbndktg that tax and inarance proralbns and rawrves era based on
agures for 1M preodkg year or aWDSad by o8ws or sa0mated br the currsnl year. and in 8a evsm of any charge for the wnenl year, at racesaary ad)uWnants w5 be
matla between bomarwr and sstsr dkWly. Arty detkdt deWquem bless or mongyp peyoRS w5 be promptly rstrnburae0 b tre esltlemers agent by the aster.
made on secant oror maHb this transactions further aa~ b ~ ba°t of my knowledge and beNei~ b b bus arxl aavab sbtement of as rscaipla ant tliWursemanta
Y ~ ndY tllbt I have ~iwad a Copy of the HUD-t Satllement Statement.
RS
~1~ ~ > SELLERS
Robe B. Attbr "' - The Eslah of WNym L. My ,p
.iial,~ ~~' C
The HU0.1 Ssltlamem Sbb ..y. Shetey J. a an, llkh,9 J. , Exeartr4
mem which I haw prepared is a true arNd accurate account or this tbnaact n. t have auaed a wN ruse 8ie hods b be db6uraed in
accordance wim tlrb abbment.
Dab
~~ Oo ~_
102 412 01 7
z r~.2c~ ~.~ ~
Calculated Value of Your Paper Savings Bond(s) Page 1 of 1
Calculated Vafue of Your Pa er Savin s Bond s Sch e~' c~ (-~
p 9 ()
Calculator Results for Redemption Date 11/2010
Total Price Total Value Total Interest YTD Interest
$6,000,00 $9,924.00 $3,924 00 $331.20
Bonds: i•2 of 2
Serial # Series Denom Issue Next Final
Date Accrual Maturity issue
Price
interest Interest
Rate Value Note
V001408717I I $5,000;,10/2001„ 12/2010 .,10/2031; $5,000.00 $3,270.Q0 4.56%; #8270.00
H002690047I I $1,000..10/200,1 12/2010 10[2031,.. $1.,000.00 _ $654.00 _
4.56°rb';1654.00!
_
Totals !or 2 Bonds ;6,000 00 ;3.924 00 X9,924 00
T Notes
NI Not Issued
_._._ __
HE Not eilgible for payment
_.
AS Includes 3 month interest penalty
__
MA Matured and not earnin interest
http://www.treasurydirect.govBC/SBCPrice 1/14/2012
~~ ~ cl~.t -e E
Santander Strong--
Sovereign is part of Santander, "Global Bank of the Year."'
100000 1701668212
WILLIAM L AI~YERS
SHELLEY J IAUGHMAN ATTY IFF
4149 MOUN7~AIN VIEW RD
MECHANICSBURG PA 17050-7626
Statement Perlod 10/12/10 TO 11/09/10
THE SOVEREIGN ONE ACCOUNT
For your convenience our Customer Contact Center
is available from 7 am - 8 pm EST, 7 days a week.
Call us at 1-877-SOV-BANK (1-877-768-2265).
Hearing impaired rriay call 1-800-428-9121 (TTY/TDDJ.
www. sovereignbank. com
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lsnnnllsao
A Sovereign Flexllack'Home Equity Line al Credit is the smart way to borrow money, and can give you access to credit
when you need iL as yiau need it. Now is a great. time to take advantage of our limited-time rate specials available through
December 17, 2010.
• Discounted rate when you use automatic payment from your Sovereign checking account
• Interest may be tak deductible*
- Choioe of repayment plans inducting a Fixed-Rate took Option
7o find out more, stop by any sovereign Branch or call i.877.50V.l3ANK today!
~>P I,a+.l,a.•h.,enr,,..r.. nkr..:no.rnH•p.rri+at~~/.HU.emc+r,.Mnx.~u•norwr.1.a.+a.+wla,roon.wwrv~rwarwrmrvec!.Maa~.
dµet r~.-M1.:t.sll~,aV~. rFVl+N(./b.+I:,e:::2'!.7.'I p. f,YG1Y.4rSWr pc WUall:rua 4Ye !le }Jtfl~ll r'GYCI e/11
V W yqr 111 aAiW.
7111~r
~rot~ct your go~c~ narne.~ ~. z ~ ,
F.
Defend yourself against identity theft with Sovereign Identi#yProtector~"' This
powerful suite of services and benefits hel s ou detect
reve
p Y , p nt, intercept and
resolve identity theft issues and gives you the peace of mind of knowing you have ~'^/+
the protection you neG~d.
To find out more, visit soveretgnbank.urwdQntityprotector
141 ufiTM - ~. ~K
~rnother year is comirlg,to an end. Now is the perfect time to set up a meeting with. your dedicated Finanaal Consultant
located at Sovereign 6~nk and ensure your plan still makes sense. Our professionals are hens to make sure that your
hard-earned money is 'till working hard for you_ Don't let this yearly opportunity pass you by Be sure to schedule your
appointment today and let us help you make the mast of your money.
To learn more about Investment Services at Sovereign Bank, please contact your local branch financial Consultant ar
visit sovereignbank.com.
..__....
...:.....:. ~._...-.........._....,YVblf•r +Illun nlnta flMI1F:J"v'. IrWnu~<~1nlnWH,We,, IPLPrwlilra YY.,Y1Mh1. 5>•w.~ RmY4 rYp~i[earerr,k/IYYrrYaYx btl-, ml /I,M,.1 evl+IPl nr...;~:.
~ NOT A DfFn6rt I NrtT FDIC If19URfD II Np'v I CEF YAtUP ~ fdDe CUAReflTffD dY THE MNK 1 NOT INSVRFD BY N:Y RDERAI. ODiFNWrYIENi M3~ENGN{
_ _ _...._..__..~ _...~-......... ...__ 1011 k5%
e 1 O ,3 6weragn Bahr b a Hamper FDIC era a •MIOM/ owned aWektbry of Banco 6anhrtle,, 6.0. ~ sowngn alto a kl8o an7 SaNander and ib
Peg I - (opo era reBbWea traa.marlo of Sweagn Bank.Ild SaNantler, rupsctlvaw, or tlait amore. or sowltllwb. h the UrWetl States am other 1681716968
..~ pounhbs. 'ACmrCkq W TM Brlkw, DeoemGr, 2008.
~Sc Did-~~,~ ~
Account Activity (Cont. for Acct# 1681716968)
Date Description
Additions Subtractions Balance
11-08 CHECK 5744
11-09 CHECK 5749 $258.50 $89,055.28
11-09 INTEREST CREDIT $42.20 $69,013.08
11-09 Ending t3alancn
$16.41 $69,029.49
Balances
Beginning Balance. $20 089 5t Current Balance -
Withdrawals/Debits + ,343.50 Average Daily Balance 521,521.91 '
- $0.00
' This balance was calculated for the period beginning on 10/01/10 and ending on 10/31/10
Interest
Paid this Period' $ 0.00 -Annual Percents a Y1eld Earned ' o
Earned this Period
$ 1.84 0.10 /o
Paid Last Year
Paid Year-To-Date ~
q ~o a~. $41.70
'The interest earned and
interest paid may dit-er depending on when interest is credited to your account.
Account Activity
Date Description Additions Subtractions Balance
10-12 Beginning Balance
_10-25 DEPOSIT $20,089.51
11-09 Ending Balance $8,343.50 $28,433.01
26,433.01
IN Ck1SE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS
CALL YOUR CUSTOMER SERVICE CENTER AT THE NUMBER SHOWN ON THE TOP OF YOUR STATEMENT OR WRITE TO THE BANK
FOR DEBIT CA1~D ISSUES: FOR ALL OTHER ISSUES:
Sovereign Bank Sovereign. Bank
Attn: Card Dispputes Team Attn: Client Relations
MAI MB30205 ]0-421-CRl
P.O. Box 831002 P.O. BOX: ]2646
Boston MA 02283-1002 READING, PA 19612-2646
Please contact us if you think your staterent or receipt is wrong or if you need additional information about a transfer on the statement or receipt. We must hear
from you no later than 60 days afrer we s@nt you the FIRST statement on which the error appeared,
• Tell us your name and account number. • Describe the error or the transfer that you ere unsure about and explain as clearly as you can why
• Tell us the dollar amount of the suspected error. you believe there is an error or why you need further information.
If you tell us orally, we may require you to send your complaint or question in writing within 10 business days.
We will promptly investigate the matter apd call or write to you with an answer within l0 business days (10 calendar days in Massachusetts). If we need more time,
we may take up to 45 days to investigate our complaint, or question. [f we do, we will credit your account wrthin this 10-day period for the amount you think is in
error, so you will have the use of the mon~gy during the trme rt takes us to complete our investigation. If we ask you to put your complaint or question rn wrrting
and we do not receive it within ] 0 business days, we may choose not to credit your account.
For errors involving new accounts, point of sale purchases or foreign transactions, we may take up to 90 days to investigate your complaint or question. For new accounts,
we may take up to _0 business days to credit your account for the amount you think is in error.
We will tell you the results of our investi lion within 3 business days afrer completing our investigation. If we decide there was no error, we will send you a written
explanation. You may ask for copies of t~documents we used in our investigation.
Important information about your Sovereign Debit Card
The networks through which some of youq Sovereign Debit Card purchases are processed have begun allowing merchants to process your purchases without
either a signature or a PIN. if you are not required to enter your PIN when you make a purchase, your purchase may be processed either through the Visa
network or through the STAR or NYCE networks. If your purchase is processed through STAR or NYCE, different terms apply and you will not be eligible
for the rights and-protections available through Visa. Please see your Personal Deposit Account A
greement for more informationu
page 3 oj3
168171[5968
SHELLEY J LAUGHMAN ATTY /FF Account # 1684007709