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HomeMy WebLinkAbout04-09-121505611180 REV-1500 EX (02-11) (FI) pennsylvania OFFICIAL USE ONLY PA Department of Revenue pEpARTMENTOFREVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Hartisbur PA 17128-0801 RESIDENT DECEDENT 21-11-1146 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 10162011 07111925 Decedent's Last Name Suffix Decedent's First Name MI CAUFMAN JOAN (If Applicable) Enter Surviving Spouse's Information Below M Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW Ox 1.Original Return 0 4. Limited Estate © 6. Decedent Died Testate (Attach Copy of Will) 0 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Q 2. Supplemental Retum 0 4a. Future Interest Compromise (date of death after 12-12-82) Q 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) GORRE~ Name STEPHEN D. TILEY 717-243-5838 i -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number First Line of Address 5 SOUTH HANOVR STREET Second Line of Address City or Post Office CARLISLE Correspondent's a-mail address: State ZIP Code PA 17013 0 3. Remainder Retum (Date of Death Prior to 12-13-82) Q 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes Q 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) r_..~ c,• `WILLS USA.®NLY ~- . 1 ~, -L C7 ~~ ~:~ : r, ~7 ~r I -''_ ~ `'..: ' ' ~ 3 ~~ G ^ ..... __y J, ('7 L ~ ~ .' ~ ~ ., ~'~ C`; -'rt - -r 1 '' - ..._ __ r j 1'YATC CII ~n -,.~,- ~~ 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 corn lete. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has an knowled e. SIGNA PERSON PO E FOR FI NG RETURN DATE GLENN C. CAUFMAN 6~4 OE LANE LEWISBERRY PA 17359 SIGNA~E~OF PF~PARER OTHER THAN REPRESENTATIVE DATE ~ _,~~ .. ADDRESS `L STEPHEN D. TILEY 5 SOUTH HANOVER STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 1505611180 /o~9Nac> J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: JOAN M CAUFMAN 159-24-9984 RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1. N 0 N E 2. Stocks and Bonds (Schedule B) .................................... 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ........................ 4. N 0 N E 5 Cash Bank De 't d M' • pose s an iscellaneous Personal Property (Schedule E) .. .. 5. 16253.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. ], 5 4 4 8 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) OSeparate Billing Requested .... ... 7. 132130.00 8. Total Gross Assets (total Lines 1 through 7) 8 14 9 9 2 7 8 6 9. Funeral Expenses and Administrative Costs (Schedule H) .............. .. 9. ~ 5 4 6 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .......... .. 10. 4 2 3 , 0 0 11. Total Deductions (total Lines 9 and 10) ........................... .. 11. 7 9 6 9 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ......................... .. 12. 1419 5 8 . 8 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................... .. 13. ~ , 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14 1419 5 8 8 6 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 15. ~ ~ ~ 16. Amount of Line 14 taxable . at lineal rate x .0 4 5 1419 5 8. 8 6 16. 6 3 8 8.15 17. Amount of Line 14 taxable at sibling rate X . 12 17. 0 0 0 18. Amount of Line 14 taxable . at collateral rate X .15 18. 0 . 0 0 19. TAx DUE ...................................................... . 1 s. 6 3 88.15 20. FILL IN THE BOX tF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 L 1505611280 1505611280 J REV-1500 EX (FI) Page 3 File Number 159-24-9984 Decedent's Complete Address: DECEDENTS NAME JOAN M CAUFMAN STREET ADDRESS CITE STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 5850.00 B. Discount 307.89 Total Credits (A + B ) 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (1) 6388.15 (2) 6157.89 (3) (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 230.26 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: a. retain the use or income of the property 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? ............................................................ ...... ^ 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 beneficiary designation? ............................................................................................................... ..... ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(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 an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (11-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Joan M. Caufman 21-11-1146 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Capital One savings account no. 8312947456 (Exhibit "B") 1 877 2 Personal property sold at auction by Rowes Auction Service (Exhibit "C") 3,445 3 Misc. other personal property, not sold (1970's mantle clock personal family pictures ironin , , g board, walker) 25 4 Long Term Care Insurance reimbursement 3,720 5 Refund -State Farm Insuance 365 6 Long Term Care Insurance reimbursement 4,677 7 Country Meadows- reimbursement of unearned portion of nursing care 2,094 8 Ambulence Associatin refund 50 TOTAL (Also enter on line 5, Recapitulation) $ I 16 253 If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEF JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Joan M. Caufman 21-11-1146 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Glenn C. Caufman 694 Doe Lane, Lewisberry, PA 17339 Son B. C JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A Citizens Bank checking account no. 6100730921 (Exhibit "A") . . 7/11/00 3,089.71 50.00% 1,544.86 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 _ TOTAL (Also enter on Line 6, Recapitulation) I $ 1 544 86 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (OB-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ~~ i ~v I e ~r FILE NUMBER Joan M. Caufman 21-11-1146 This schedule must be completed and filed if the answer to any of questions 1 through 4 on Daae three of tnP RFV_~ snn I~ „ems ITEM NUMBER 1 DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. The Caufman F il P DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION °F Avvuc~eU:) TAXABLE VALUE . am y roperty Trust dated January 28, 2011 Real Estate deeded to trust September 16, 2011 0 (See recital in deed to purchaser -Exhibit "D") 0 Real Estate sold by Trust September 30, 2011 0 (See settlement sheet -Exhibit "E") 130,130 100.00% 3,000 0 127,130 Previous transfer from Capital One checking to Trust 5 000 100 00% 0 , . 5,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7 Recapitulation) $~ 132 130 If more space Is needed, use addltlonal sheets of paper of the same size. REV-1511 EX + (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESIDENTDECEDENTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Joan M. Caugman 21 11 1146 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Westminster Cemetery -Plaque 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: Frey & Tiley 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. 7. Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Frey 8~ Tiley Tax Retum Preparer Fees: Frey & Tiley Rowe's Auction Service (35% commission plus $45 hauling charge) TOTAL (Also enter on Line 9, Re If more space is needed, use additional sheets of paper of the same size. ZIP 467 5,750 78 0 0 1,251 REV-1512 FJ(+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES $ LIENS tsiart vt= FILE NUMBER Joan M. Caufman 21-11-1146 Report debts incurred by the decedent prior to death that remained unpaid at the date of deatti i~~i~„~n,,. ~~~b~~ti..~sa _,,.,:__~ _..______ •• • • •-• _ -r~-w ~~ ~ ~~~~ ~oc~ a auuiuVi ia1 51ICBL5 0I Ifl@ 58fT12 SIZ2. REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF: FILE NUMBER: Joan M. Caufman 21-11-1146 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY R oTN is i t Trust e(s) T AMOOF ESTATEARE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 Glenn C. Caufman, 694 Doe Lane, Lewisbery, PA 17339 Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 1.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0 00 If more space Is needed, use addltlonal sheets of paper of the same size. Citizens Bank February 1, 2012 Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle PA 17013 Estate of JOAN M CAUFMAN Date of Death: Oct 16, 2011 SSN: 159-24-9984 Dear Sir/Nladam: One Citizens Drive ROP112 Riverside, RI 02915 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. In regards to survivorship rights, the account was held jointly with both owners having 100 percent ownership on the account. For Installment Loans or Line of Credit accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-877-579-2667 Sincerely, - ~~ ~ ~~ Kristen L. Petrucci L~cedent Account Processing REF#: 528907 ~T~T "A" Citizens Bank Account Number 6100730921 Account Title JOAN M CAUFMAN/GLENN C CAUFMAN Date O ened 6/6/1966 Account T e Checkin Princi al Balance as of DOD $3089.71 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $3089.71 YTD Interest to DOD $ .00 Joan's Accounts as of October 17, 2011 ~ ~ ~ ~ CapitalOne 10% quarterly interest bonus if InterestPlus Online Savings $1,876.77 0.85% 8312947456 balance is greater than $15,000 CapitalOne Total $1,876.77 itizens Bank hecking $3,089.71 0.05% 610073-092-1 $20/monthly fee waived Established February 8, 2011 hecking -Trust $130,297.35 0.05% 6221707211 Business account - no monthly fees itizens Bank Total $133,387.06 RAND TOTAL $135,263.83 ~y i~J~~71;J~ B KGJ~ tai' ROWE'S AUCTION SERVICE (RH 79L) 2505 Ritner Highway Carlisle, PA 17015 Bill Rowe (AU 1538L) 249-1978 215-1044 574-1008 Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction SELLERS ADDRES; OTHER AUCTION DATE/LOCATION DESCRIPTION OF MERCHANDISE DATE ~a ~~ PHONE AUCTIONEER % =~,~,.~ CLERK % I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold, as.is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. AUCTION SIGNATURE SELLERS SIGN RE Total Sales (Clerking Tickets Attached? $ ~ ~..~ ~' ~~ """' Less Sale Expense: ~ ~~ - ?`sue % Commission Auctioneer $ ,,~,_,,yc" '"'"" % Commission Clerks $ OTHER: --1~~~~;~-.,: ~ ~.a ~,, __ ~,... TOTAL SALE EXPENSE DEDUCTED $ A --~ ~ ~,, P 4 .,.rs. ~.I ~ ~ ~' SELLERS NET $ '~, '~ '~~ ~-~ ~°`""""' ~e~~~R ~~ AWE'S AUCTI~-1~T SERVICE (RH 79L) Bill Rowe (AU 1538L) 2505 Ritner Highway Carlisle, PA 17015 249-1978 215-1044 574-1008 Dave Rowe (AU 2295L) Auction Is /Action Call "Rowe" For Satisfaction SELLERS NAME. _ ~~ ¢~ t,~ ~~{,~,-~ DATE ~ '~ ~ ~ a ~ ADDRESS +~~;~~` ~~3 ~ PHONE ~ `~ ' ~ ~--~•.~ R OTHER ~-~=~,~~~,~t•-~' ~!~ "~-'ti^ d ~ AUCTIONEER % ~ \~ ~ AUCTION DATE/LOCATION `~~ +=~- CLERK % DESCRIPTION OF MFRru a xrnTe~ ~'~''"~'' "~ t`4' y~ f C .,.. :dl "'~ ~ `~-~v /p -~- 'Zf .- Y1 J I ~-t; C1i . , ~~ ~ ~. r~ ~r t~ ~,}~-? ~'~ . c J,y.,,~ ... L! ,A •~zu ~ "'9 f ~ 1tr 1/~-~ 6 \ti... 2~ ,.+. ~Ra.q,~ ~I~„t3•~'~ ~,.r'(. `~ 7 S'~ w• ••- -r . -~. :. r •'~ bC~174. ... ., n .. ..... _,, ,.x+ i _ .. ~,; ~ C /'sdr-~:+~,.~~-~ 1f111c 5 E.. t~"+ ~.1aJa °..Y',+ ~-.-..e~A C,. ral) .r ~ -^`- ~ 1 t. ,~ t.r1 c.1~ - r.,. ,a,.^"J ht. / ~a7 5 /. ~. G-c~ /~ ~.,+~- G-r~ 7 ~. ~ ~-_. ~ I.Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to. be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- t tative of the merchandise, goods and or property and have.good title and the right to sell aad that they are free from, all encumbrances. I-agree to accept allresponsibilityfgr providing merchantable title and for delivery of title tq.ahe purchaser; I agree to-,hold harmless the Auctioneers against any claims of the nature referred to in this, agree;~eat. .:.~ ~ . , _ - ~k, .. AUCTION SIGNATURE S L ' ~ S S I~[ATURE ~' Total Sales (Clerking Tickets Attached) $ ~"'~' ~"'~ ~ Less Sale Expense: ~~ % Commission Auctioneer $ ~ ~'~~' M'~ Commission Clerks OTHER: `~..~:.,~ ~,';,, . $ F_ ,~~,.~ ~.,,,w,..k TOTAL SALE EXPENSE DEDUCTED $ "`°"~ '~ ~'""""~""""~ SELLERS NET $ c^ woo„pR N' t~'r,~a ~r~711 V awe' 5 ~!.tCt i 4?n '~crti ice i:~~2E`ij't i t ?~ t~'+r" l-I~t v Carl i 5I e, f~A 1 r't~.115 7 `! 7-•;~4`~-•~?~77„ ~4~ ~--1 ~'7G, ~`y'7-47`"4 t~wE,a. r"owe~it~.~ctia~rser~~vicrs. com Settlement ,?oa.n ~ t~~t+.~fman 7i'r-'3~~-~7~:~~ ~~a~e~ t 'Seller'. 7 ~_ 6~4 Uoe:< Lire :. L..ewxsber~`r;'sr PFD 17~~:~ _ . ..Item UeSC.riptian ~~ric e sty "°atal - HL _ .jewels^yfbelt ~!~,ek1e_..________.__._._.__ ._._____.~_..._._. ___f ____ F - AL - hat box/':,he1f t 'Y-~tt7i l 3.t~-I! - E-L - glassware - ESL -- kxtc:r~e~twares 1 ~. ~,'~ '" ~L -._ 'F7 atwt,r~.e/5 ate. a.dS {~ S 1E i 4. ~~ j' HL y .... - d :.~~.. . -- t~blecla~rhs ~' • ~. .< ~ Er.~O . ~~. _. _ j ,_ 7.• ~~+ ': ,. - SL - Bli.~e ~!i 11ow ,~ 4 n !~ - BL - towels ~~. ~~ - BL - ha!.~sel-roldfpawer strip:, i ~ 1~.~~ -- ESL - kitci~en lot i. k'i1~ SL - rolling pins 1 1. ~~~ '" LL - ree~.pe box 1 l.l~~ ~ L ~ - st e x*rs~~raacieri ~as;•t ~ lR~+~ •. ' ~L . / y ~. bS h• ~e ~ ~ ~ ~ ... ~~ . .. ~. ~~{• ~ ~ ~ " HL ° . - boas^ol. g~n+~s ~ ~ f~ ~ / ~w YJ'L' - ~'L . _ -s#ieet5 i. 1. Qt~L- ~ ~. ~~ ' _. ~! - G+r•.iPit^e55 ~-•~o!.t5e '~ u. ~~~ ` _. ~ L - ~ #~ y.^ r1 to e 5 .t `r. ~-0 ~tL - misc. if;.e:ii=. l ~. ~~ A - ~ ~L ._ , ;~4 tii a'Y.J S'~vsc^f !.gym Grella~ F F .... 1.1 ~.. '.' 7 . !~ 1 :":R ~ x i`t ~~, w +~ r' a $ 1' iry~~~~yy,. f':, a ltt 1~,1 1 4 ~~~ °- LPL - !iii :3 C ~. '~ C ?~! "^ ` _-~„ !~;n, i 7~ .. yli~ ... . ;;E 1 ::3 'w ~ ill ,i:' _ ... ~~ ~ ~IS~! t 4 .. .. .. ~ (2 N .... .. .... ~. _'. ~7. .~.i. i.. .. ..: l: a .. .. _ .".~ J. _..... .. ~?oWe° = Ai_;ct i c3r ~ier~ ire ~5~i`, ~itner~ @-In~~/ 717•-~::~~•~i°'~::s~,77, ;~='F -)--'1.'78, f=~`-~ i --47`4 www. rrwe.~aRe•~;zons~~r°vi~~e. com Settlement Joar~ i~1 Caufman 717-e~~~-'7~8'~ Sellers `r ~S4 ~ioe Lane L.ewisberrwy F~t~ 173,5 ~'E:Etn Description - PL -- F~ y ~^ ~ x - PL - misc. item - nE.. - new m4xilbox - RL - paint supplies - BL - .jewelr^y boxesJcas•t tract or- - EL - snt of dishes - HL - miss:. item= - ~~ - bo,~ka - HL - gl,•~sswar~e Int ' ~~ -- ni_it crackers/frame=_ -- LaL - postcards/rover-s i3L. - telb~.esClcati"isr`5~'1ee'~:s ,__ ~~_ - blanket ~s_ -' ialanfcet ..._ L~_. -- cam •P o r t e r". -. L-~I_ .~ c o m h o r~t e r~ ~s_ .... pii~hses _° L~E_ --• la's e ~'-'t W a~ _. ~~-- - sr~t• faf L'c3r'nir1CE LPL ._ ~ t ~" e !.:• i? I a ~ h t / to e ~~ •t: t• .s . ... __ .... is c., i f' .T Fa j:: _.~ '. .... ~'V r1. .. iii .... t i~ gn P~ v ,'' a:: i_i'6' W~ ~ f'1 Ct ':! i3 L~ 't ~ _. ~. ~. :.i~... .M y .,, ..,. Gr,ire ~'t'Y i otal 1 1. ~11~ :~ .y 1 ~' ~~ 1 4. ~~ ~ J. ~~C! 1 .:;. ~~ 1 :t . ~sZ' ~•. u~-z! ~ ~ ~ e;¢+ 1 .3~h ~~ L ~n V.~lff i ~i~. ~~ 1 1 „ +Z~-2! }. i . !tlf~t :~ 1. ~4~ 4a ~!L} Sri. k~R~ a 1 ~ ~t ~. i~ . E~~ i ~. ~l~1 q .t .- ~!~ CC. ,. ~~ ~ ._ . ~ ~ o ~s i~! i ~ r ~ ~ ... f u... ~, yr;:i Eyl ~~ ..W ~.~• ~ .,. ,.. •~~ r. .• f~'.1~^~ _ ~... ~~+~ W ... ,; ~~. o i...\J . t?~We' s ~tr_~ct i or. 5erv ice c:,~ii~+5 E~itner NWy Car°lisle„ ~~~ 27~1~ 717-X45-~:~.,77, ~ :~•'~-15'78, ~.:`7-4754 wwW, rawesa~.tctionservice. cam Sattlemerst Joan M Ca+,~fman Seller: 7 t/54 Doe Lane Lewa sberi^y ~~A 1'733` 71 !-B+~S-~7`E~5 Wage H :~ Ttem Descri pt i on _ -w __.._._._.________ ___-. _..__....__.__....._._ ~t Y ~rice Total Y RL - ~'faltagrafr •_.~_ _____._._ _.__ ___ -___ i~Er -• camera stuff i. ~4~. ~~ - RL - lighting 1 4.~Z-~ - ILL - potslpans/~`yrex 1 1.t~Q~ - RL - sewing lot: 1 4.~~ - A!w .., sewing box ! 8. ~~ - BL - records 1 1. ~~ --. F~L - pressure caa4er :t 1. ~~ -. HL - x-mas l at 1 ~. ~~ RL •- kid's banks 1 ?~•~••~ treat salfi ~••~~ 7, ~~ '- Doable ladder _. Step Zadder•, a• 7~. ~~ - L".inder~ styreader`? 1 `~. ~~ - Rr. makes 1 1~• ~~ - u s i-i a v e l s 1 1. ~~Z- -- L".~.slt ivatorlrake ~. ~'^ ~~ -- E~lontgomery Ward S~~W~?S~ '' ~..~~ B1ower~ ~t• blade'-!rase attach ~• lit'~~.~~J _ Tf~arens m~.~sic box; dislJs 1 ~ ~,~. ~~ _ . ,{,, - 4l+~ta al~•Z ~n b~.i ~". !• .L , , :. .:5 ~~•~K.i - L.ir~.~hters 1 lR-4„'~~ - Lar:g_aberge~~~ basket, i `~~. ~~ -- ,~! tN ~ ~ . .t.? 1 r.,. ~~~ - ~;tr~ing of bells 1 8, ~i~ - C`an ~~ n ca m e i.,~ W ~' 1 e ~? s e , ~, .~`"" ~~! _ 5t°':^ling ~~andleho?.c~~:,~s. ~• :'+~'+.4~~ ' ;? e ti} e r a e N3 a ~. n ~; ~ n c~ - . -, ~ t"J ~ i 4'~ ~ ~ ~: c' , ~ k'i . - -;•1-~ermomet~+r- " ::i~. Ito rn t _ `~ s-y '~ : V nl tom-. r' ~ ~ _; ~,~ ~ .,~. ti ~i. .._. WSJ ;•-1 tw3, n ~S.! ~, ~L.: .~ ~#,.AC ` .; ..... s..t. ~y~',+Kk .... ~Ei''f >~T Gam. + r)c~ ''Ci ip' .._ ~ T! .c : ; .i. y wJ WFr ry~t(~ ' ! yF :» j..: :k tag, ~t.s x.,.tPls 3+_i'~` .. ' ice; ~,; _ i Yl~t ~at Z e a i-~t9-L^'1Z~ 1 1 ~;~ : r~:a : 'GFS Rowe' C A!_tct i c°r! Ser v i.ce ~5~~ Rimer Hwy Car7.isle, F°f~ i7Y~:t5 www, r^awes<y{~ct:ionser••via:e. loam Sett]ement Jna,-r ~f C~t.tfman 717-~sk'r~-7~:6'~ Sel]er^e r 6~4 Dap Lane • Lewis~er^r^y F°€~ 1733' Item Uescriptian F°r^ice (;aty ^- Head vases - Enr~]ish item -• Q]c~ patches - ~L~ - Shark's tec'ch cane - PL - capper/mist - Df_ - k~races/carpenter panes - Ett_ - pine too] chts•c -- L~i_ - jack - Ht_ - hG-tt^dwar^e lot- - Bl_ - wr^encheslfi]es/bY.tcl~Li- - L~t_ -• socket set - Est.. - dr^ap coY•^~: - E~1_ - peC-tcl7 ba=bets - Ettr - tit set - EsL. - wrenches, dr~~. vei'`:~ - Ett« - taa] ]at - B t_ -•- ~f i r~ e g r^ i p s r` m i :~ ~:: -` Ett_ - c°_t]•~ivatur^./]wantcr^~Y - qtr •- C•-r.:].amps/knife - L~L_ - pawer^ taal~/p+.t]l.e>' ."'~"'i_ - ~r^r~lTtsmva9't r~nnw.~?}, `- E+t` -- car^ i n d i r? ~ wl-, c ~:• i s .. .LY r._ -- rMn ~_'~ =! M ... •9` : ci ~ s I ~ '1"'i s-~ :a Chi... ... ~._~,~ i~..... v' i. +.:..: r' i6Y ' ..... _ ._ • ~ ~, •~r•, , .. __. .~~R "~'~ i i y 1 w ..'•r_ c~} G °~'1 i,;'i F°ae~+: ~ i atr"1] 1 c:. 4~~ . ~~ ~a ~~ ~:. ~+~ 3. ~~-~ :t F ~ >zt~ :. ~-+~~ ~+. ~~ w. ~~ 4. ~~ `~. ~Ytlt 1. ~ .~d. ~~ ~:. ~~ 1E,. ~~ `` ? . QI !~! SL^ ~~ ~, kt~ 7. ~~ ~. ~~~ ~!. ~~ ~. ~~ ,~kY. ~~ 1 . ~.!4~? ry U ~±~? L.. c ~(,1 'r o~, .t °-i°~! U k. c- ~„ !tlti~° °~,':'! ., _ _, ~_. __. _, -.r,. _ rta~,{e~ S ~tliC`t iCtPi a~?r"td:iCp Car l a s l e, FI~1 17th 15 wvaw. r'awesa{..i~tzan servlC_`e. c_am Settlement ,:roan M ~:,a~_ifman ~~ ?f.l-8f_!a 7i_f~'? r:~ , Selier: f , ag, y 67~ Uc:!? Lane Lewi sherry FIA 17:?,3'~ I teln P~s~r^i~tian _____.____ ~'r'i~~ ~'?~~' ~o~al . ___.._._ __..._ _.r~_-____._.___._ _..___ _. •r-.;L - area s e g I.tn s i ~;{ ~ 1 1 ~ ~, ~ _.___w__.________..__._...._...__ 1 _._______._ 4 ~~Q! -- BL - Sl.inaco motor" of 3 . . E)L •- taal bax/ct_ftter" ?. 1. ~!~ PL - new ~~?int br"+,c~h~~ 1 1. ~~ " NL - fisk~ing stllf`~ ~. 1.~1~ -- HL - Crassmc-~n aa,r" gl.~n 1 ~~ ~~~ -- PL - arlti~~ae hasc ~^eel ? 1.4~Q! ` R1- - ~' tarps ~• its. C~~~ - I3L -- t a a 1 ~ / a X k't C-tn d l G ~ :L 1. Q!{Zt PL - Loa>z1e ~. i.1~1~ _ ~!L __ ca~.ltian cones '• 1:, Q!~ L~~-- - galvcni~er~ tl.ib=. i `. ~~ _ PL - i'r"ari/f'll_lteripinkinr~ :i 3„!Z!!~! _. Pk- --` Gate !t! an Pi_ - shop vac: ~• ~••~ !vat 5 a ? ~ ~•~••~~- 5 pc. i ran pat i s s e•c ~ - . ~~ 1 - ~ 1 Gral safes ~' 7~° ~~ _ Sofa pc tCht3 1 4~. ~~ - '_aveseat C~. ~~ ._ r.~C~hogany sta~7d i ~:~Zl. +~-~ - Utility stand ~' c''.°~~ tole step •,tand - Tsible ~oase ~?• ovaw +ac,, 1 1.~+~ p 'edes±le sin4 ~. c:.. w }''yy } ~- S.•i"•eiri,~~"C~~St nr~t~ke ~C'~blc i +~ a. ~Ke .~ Flir" r,•cncitio•,;er, " ~'°!" ~ ~' s n ii ._ {,,, :}. ~'° {..~i t c.3 i~ ? G C ~' '.e ~ ~._ ;,w ).w 1 .~ ~..)~ l~1 ~ ~_t ,~ ' : 1 ~t77.. u !E~ .. ~ y,; ... ~ i-; "^ir~.~~n b~.k t': 1L \: ~ .)ice .. . . .. V ... _.. •~ r)`.~ o t tit ~6 1 ~.°~i i (:.+ ..~ ,, ii; "t ~' : C; '''' ;,.., {,!~'~~ , EXFt1BR "C ~ . _ ~ ......,. ~,.. 5 {..' e t t 1. ~ !i7 @ 1'1 '~ Sr~llers 7 ~awey ~ ~!-!C'FiOr~ aer'Vil':e S5tL'~ kitner ~-Ewy Car x i. s 1 e, ~~{~ 17~~+1 ~ 717•-~:~E9-;~E77, ~~E"~- i 578 ~ =17--4r``~~E www.r'Owe,~ae~!.At:'~.;.",a11~Ei•'V1C_@. Cbttl ,7oari M L".~~l.lfm;'a!-s 717--t~~~-7~GS Lewisberi•~~ rr~ 17,.:,;~•`~ raged S Item t7e sc:ri pt iar: _._.._._..._.~......_......_._...._.._.._.._.._.._._..._.__.....__.__..._...._........_._. ,..._... rr'ice ~? _ tv '}- I ~/t FL ~,t,. - ~lashstand ~tarid ~ 'FC?t]tratUs~1 .~ Jv !Ztl71 -- Marble top dresser` k ~Fa ~~1 ._ ~!..li It racks tCW) :~ i~!. ~~ ~!.l1 ~.t r'aC:k •~•#3F i~iQt ~.p;.i;i ~ #3E•~• 1~. ~ - ,S ~ g 5 C7 a b k C: a s f~ -- l~iri•'or~ w/metal frame ~ t ~+MJ . !?HL'! - Metal racks t!~{-!) 4„ !~!~! a 1. {Zrl~! ~~ 1` - Laln P s, s i~E-i) ~~'~~.'. ~~'~ ~ . 4 s !Zl~c - Lamp . - Ro3.ltt)p desk 1 17. ~~ - (•'•~ C7 !~ V e 1'' Ni ]. n d T ! ! Y'! n ~ 1 1 4~.i~~! . - Elcre!-ca sweeper 1 ~ !~! . l~tt7~ 1 1 ~ lZu~! ._ Table lamp - File cabinet 1 Su~~ -- Iae{Wk - Maridox 1 ~„ ~!Z! 1 1~•~Zl. ~~ ._ 'Tab t e w/board 5 •~•~•th !ta=~.r :~ o 1 c~ •~'•~••?t ._ S e •F a f 4 0 ~. k C:• ~" ! rt ;6 r <.~ . 3 . F; ~! . tt~l~! - Tab. C +P:/-:: C: flctl i'~c ~' .:. ~i~ _. t^ :~ .~. r: g l e !n t~ r ~. e 'i ; e ::; d b ~.~ v r, r_! y--~E'~• ~ a f.~ •~; s !- r ~ d ~• ~• ~a• }}' ++7 ~ _ . x }' ..... f I 1 ~ • 3 ,_ .t, filr,i ... 1 ~' ~/ t 3 -51~~ ~ jai f .. ` 4 !ii,, i K. Gx Ia - - - __ . •..:. S. :.. .... Bowe' ~ A;.ire i ors 5er^v i:~•e. Ca;^! i 31 e, ~~~ 17~~ 1 717-•4~+"~-.c6i''~, r y4 ~~ 1 "~78, E,'~7-4• i'34• ININWo r'`OWeSeis„iC~: A:7rl:Jf_~r^V 7.P_`~a C`O€6'i Jettlement Jn~n h~i ~a~i•Finan 717-6-~5-7~6~ feller^: 7 6'34 ~i o ~+ L~r~ e Levi sber^r^y P~1 17w,:,`3 :`yank you for-• yaur^ b~.fsi.r~e~s Rowe3 R~.iction! rc3f~e a 7 ~~8~ Tax Parcel No. ~7jis',~eeb THIS INDENTURE made this 3© day of ~'9~, 2 011 Between GLENN C. CAUFMAN, TRUSTEE of the CAUFMAN FAMILY PROPERTY TRUST, (hereinafter referred to as Grantor), AND TIMOTHY MUSSER AND PAULA MUSSER, HUSBAND AND WIFE, (hereinafter .referred to as Grantee), WITNESSETH that the said Grantor(s), in consideration of the sum of ---ONE HUNDRED FIFTY-THOUSAND---00/100---------_ ---------------------($150,000.00)----------- -Dollars, lawful money of the United States of America unto them well and truly paid by the Grantee(s), at or before the sealing and delivery thereof, the receipt whereof is hereby acknowledged, has granted, bargained and sold, released and confirmed, and by these presents does grant, bargain, convey, release and confirm unto the said Grantee(s), their heirs and assigns, TRACT NO. 1: ALL THAT CERTAIN property located in the Township of North Middleton, County of Cumberland and State of Pennsylvania, bounded and described as follows: BEGINNING at an iron pin on the North side of a 9-foot driveway (right-of-way); thence along lands now or formerly of John W. McCoy and wife, North 19 degrees 30 minutes East, a distance of 80 feet to a stake; thence by same, North 80 degrees West, a distance of 78.8 feet to a stake; thence by same, North 6 degrees East, a distance of 65.5 feet to a stake; thence along other lands now or formerly of Joan M. Caufman, South 73 degrees East, a distance of 98.5 feet to a stake marking the center of the stone house; thence through this stone house, a distance of 40 feet; thence by said other land now or formerly of Joan M. Caufman North 85 degrees 30 minutes East, a distance of 184.3 feet to a stake; thence along lands now or formerly ~l~~,~i~' 6s~e9 of John Rasp, South 0 degrees 30 minutes East, a distance of 56.3 feet to a stake; thence along lands now or formerly of John W. McCoy and wife, South 85 degrees 45 minutes West, a distance of 180 feet to a stake; thence by same, South 3 degrees West, a distance of 65.1 feet to a stake; thence along a 9-foot right-of-way (or driveway), South 87 degrees West, a distance of 82.8 feet to an iron pipe, the place of BEGINNING. HAVING thereon erected the Southern one-half of a double dwelling house known as and numbered 917 Cavalry Road. TRACT N0. 2: ALL THAT CERTAIN property located in North Middleton Township, County of Cumberland and State of Pennsylvania, bounded and described as follows: BEGINNING at a stake on line of lands now or formerly of George Stumbaugh; thence by same, North 6 degrees 10 minutes East, a distance of 65 feet to a stake; thence along lands now or formerly of Joan M. Caufman, North 84 degrees 30 minutes West, a distance of 61.8 feet to a stake; thence still along other lands now or formerly of Joan M. Caufman, South 6 degrees West, a distance of 65.5 feet to a stake; thence along lands now or formerly of John W. McCoy and wife, South 80 degrees East, a distance of 61.3 feet to a stake, the place of BEGINNING. TRACT NO. 3: ALL THAT CERTAIN property located in the Township of North Middleton, County of Cumberland and State of Pennsylvania, bounded and described as follows: BEGINNING at a stake, thence along lands now or formerly of John W. Moody and wife, North 6 degrees East, a distance of 65.5 feet to a stake; thence along lands now or formerly of John Rasp, South 84 degrees 30 minutes East, a distance of 300 feet to an iron pipe; thence by same South 0 degrees 30 minutes East, a distance of 56.3 feet to a stake; thence along Tract No. 1, South 85 degrees 30 minutes West, a distance of 184.3 feet to a point marking the center of the stone house; thence through the center of this stone house, a distance of 40 feet; thence along Tract No. 1 North 73 degrees West, a distance of 98.5 feet to a stake, the place of BEGINNING. ~@~ "[~'~ TRACT NO. 4: ALL THAT CERTAIN property located in North Middleton Township, County of Cumberland and State of Pennsylvania, bounded and described as follows: BEGINNING at an iron pin on George Stambaugh; thence a].ongolands now or formerly of John Rasp North 84 degrees 30 minutes West, a distance of 62.3 feet to a stake; thence along lands now or formerly of Glenn 0. Kauffman, South 6 degrees 10 minutes West, a distance of 65.5 feet to a stake; thence along lands now or formerly of Charles Halford, South 84 degrees 30 minutes East, a distance of 61.5 feet to a stake; thence along lands now or formerly of George Stambaugh, North 6 degrees 10 minutes East, a distance of 65 feet to an iron pin, the place of BEGINNING. ALL TRACTS BEING THE SAME PREMISES which Joan M. Caufman by deed dated September 16, 2011 and recorded September 20, 2011 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania as Instrument Number 201126057 granted and conveyed unto Glenn C. Caufman, Trustee of the Caufman Family Property Trust, Grantor herein. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, driveways, passages, waters, water- courses, rights, liberties, privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging, or in any wise a and remainders, rents, issueserand profitsdthereofVeandoal the estate, right, title, interest 1 demand whatsoever of Grantor s property, claim and equity, of, in, and to the same, as well at law as in TO HAVE AND TO HOLD the lot or piece of ground described above with the messuage or tenement thereon erected hereditaments and premises hereb intended so to be, with the a y granted, or mentioned and their heirs and assigns, to anduforntheeonlunto Grantee(s), behoof of Grantee(s), their heirs and assignspfopeverse and "AND the said Grantor(s), for themselves, their heirs, executors and administrators, do covenant, promise and agree, to and with the Grantee (s}, their heirs and assigns, by these presents, that they, the said Grantor(s)and their heirs, all and singular the , hereditaments and premises hereby granted or mentioned and intended so to be, with the appurtenances, unto the said Grantee, their heirs and assigns, against them, the said Grantor (s) and their heirs, and against all and every person and persons whomsoever lawfully claiming or to claim the same or any part thereof, by, from or under him, her, them or any of them, shall and will, SPECIALLY WARRANT and forever DEFEND." IN WITNESS WHEREOF the undersigned Grantor(s) have executed this Deed the day and year first above written. WI NE c L C. USTEE OF THE CAUFMAN F LY PROPERTY TRUST STATE OF ~~wt,+~sy 1~O~.r- ~ c, . ss. COUNTY OF ~~~-2~L~+~ . On this the ~~~~` day of ~~ 2011, before me, the undersigned officer, personally appeared the above named Glenn C. Caufman, as Trustee of the Caufman Family Property Trust known to me (or satisfactorily proven) to be the persons whose names are subscribed to the foregoing Indenture, and acknowledged that they executed the same for the purpose therein contained, and desired the same might be recorded as such, according to law. In witness whereof, I have hereunto set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA `~~ l/ ~• ~ NOTARIAL SEAL Notary Publ i c CHARLES I. HINSON, Notary Public City of Harrisburg, Dauphin County My Commission Expires March 23, 2013 I certify the precise add ress o G rant ee(s) is: ~J f//~ ~ ~ 1 MEar~ eve ~ c y R t o ~. z A. Settlement Statement (HUD-1) `~aTa ocJE O~ B. Type of Loan OMB Approval'No. 2502-0265 1. ^ FHA 2. Q RHS 3. QX Conv. Unbs. 6. File Number: IA-2011-033-C 7. Loan Number: g. Mort 9a9e Insurance Case Number: 4. ~ UA 5. ^ Conv Ins. 900000895 C. Note: This form is hxnished to glee you a statement of actual settement ousts Amounts paid to and by the settlement a t ' gen are shown. Items marked (p.o.a)"were paid outside the dosirg,• they are shown here for informations/purposes and are not fnchydsd h the totals D. Name and Address of Borrower: E. Name and Address of Soler: F. Name and Address of Lender: Timothy Musser (~enn C. Caufman, Trustee Mid Penn Bank Paula Musser 407 Market Street Caufman Famly Property trust . 349 Unbn Street Lemoyne, PA 17043 Milersburg, PA 17061 G. ProperlyLoptlon: H. Settlement Agent 919 Cavalry Road IonniAbstrad Company 1. Settlement Date: Carfiste, PA 17013 Cumberland County, Pennsylvania September 30, 2011 Ph. Place of Settlement: Howard Hanna Real Estate Services CarNsle, Pa J. Summary of Borrowers trans ti ac on K. Summary of Seller's tranaactlon 100• Gross Amount Due from Borrower: 400. CxossAmount Due to Soler: 101. Contract sales ice 102. Personal 150,300.00 401. Contract sales ce 402 Personal 150,300.00 103• Settlement Char es to Borrower Line 1400 5 628.39 . 403 104. . 404 105. . 405. IW ustments for items aW b Seller in advance Ad 108. Ca/T Taxes 09/30/11 l0 12/31/11 145 38 ustments for Items aid b Seller in advance 406 107. School Taxes 09/30/11 to 06/30/12 . 1 419 80 , CofTw Taxes 09/30/11 to 12/31/11 407 Sd 145.36 108. Assessments to , . . wol Taxes 09/30/11 to 08/30/12 1,419.60 109. 408. Assessments to 110. 409. 111. 410. 112. 411. 412. 120. Gross Amount Due from Borrower 157,493.35 420. Gross Amount Due to Seller Z00. Amounts Paid b or in Behalf of Borrower 151'864'96 201. D ' or aemest mono 500. Reductions in Amount Dua Seller: 202. Prin ' I anaunt of new bans 2000.00 127 755 00 501. Excess d sk see fnstrudbns 502 S ttl 203. bans taken su ' t , . . e em~t dear es to Soler Lme 1400 12 220 05 o 204. 503. E ' bans taken au ' to , . 205. 504. Payoff Fkst e 505 P 206. . a ff Seoond e 207. 508. D .retained 2000.00 2 000 00 208. 507' , . 209. Self Assist- Cost ~8' s Ad ustments for items un aid b Seller 7,515.00 509. SelerAssist- Bu Costs 7,515.00 210. Co/T Taxes to Ad ustments for items un ald b Seller 211. Scholl Taxes to 510. Co/Tw Taxes to 212. Assessments to 511. School Taxes to 5 213. 12. Assessments to 51 214. 3. 215. 514. 218 515. 217 518. 218. 517. 219 518. 519. 220. Total Paid b Roc Borrower 300. Cash at Settlement fromlto Borrower 137,270.00 520. Total Reduction Amount Dua Seller 21,735.05 301. Gross amount due from Borrower ~e 120 600. Cash at settlement to/from Seller 302. Less amount b Borrower ins 220 157,493.35 601. Gross amount due to Soler lne 420 ( 151 864 96 303. Cash ^X From ~ To Borrower 137,270.00 802. Less redudkxls due Soler lne 520 ( , . 21,735.05 20,223.35 603. Cash O To ~ From Seller 130 1 The undersigned hereby ad crw wl'edge r f a comp leted copy of this statement 8 any attachments f d , 29.91 ~ ! Borrower ;/ ~ -"~~~ re erre to herein sous ~ ~~~ I movrylvtu~gat~ Glenn C-_Cau ~ n, Trustee /L Paula user Caufman FamTy Property trust Vas /orm~ui~ itit 4 ~~ ~ Ws cdlacem dhdormaedl is memebd a[ 35 miniles par reeporga Wr cdtecerg, rMeWrg, and raportlnp tle dale. TNs agency may ml cdlecl res Ireormaran, ant you ae viol raptred b compree process. splays a currerMy valid OMa w,trd nmtnr, No candariaairy I s asaveq tlla dadasure ie magaby. This is a§aigrd b prouid ar partlea ro a RESFpevv ell traaactlm aln, iraarm slim duirgtla seltlan ant Page 1 of 3 HUD-1 (IA-2011-033-C.PFD/IA-2011-033-C/28) ~X~l~'~9'T «E» L. Settlement Charges 700. Total Reai Estate Broker Feas $ 9 018 00 P in F , . Division of commission (tine 700) as follows a ran 6arrwx5 ~e Fran, s i 701. 4 509.00 to Howard Hanna RE Services Funds q ~ a~ 702. 4 509.00 to Howard Hanna RE Services Fu~,i 703. Commission aid at settlement s~~~ se~aea,en 704. De osit Ret'd B SeBin east to Howard Hanna RE Services $2000 00 pOC 7 018.00 . 705. Buyers Broker fee to Howard Hanna RE S i erv ces 225 00 800. Items Pa able in Connection with Loan 801. Our or' ination char e $ 1,852.55 from GFE #1 802. Your vedit or charge (points) for the spedfx: interest rate ch .:;,.1~,;;:y-,; ~ , , _ osen $ (from GFE #2) 803. Your adjusted orginatbn char es l+;c~ from GFE #A 604. sisal fee to D A Potts sisal Service $375 POC from GFE #3 1,852.SG 605. Credit Re ort to CBC Innovis from GFE #3 806 Tax service 17.50 : °4. , . to (from GFE #3) ; 807. Fkxxi certificatbn to CBC Innovis (from GFE #3) 808 Life of Loa Fo d S d 9.00 ~ , , _ , »;,>. -- . n o ear to CBC Innovis (from GFE #3) 2 00 _ 809' (from GFE #3 , 810. (from GFE #3) 811' from GFE #3 900. Items R wired b Landerto Be Paid in Advance 901. Daily interest charges from 09/30/11 to 10!01/11 1 $18.375720lday (from GFE #10) 18.63 : s°, °c` 902. Mort a e insurance emfum for months to Harle ' e Insurance $530 POC from GFE #3 ,a~s~.,+ 903. Homeowner's insurance for 1.0 ars to from GFE #11 , „s, ; ~' from GFE #11 r.a~c.~a, , , 905. (from GFE #11) - §.~'^ . ~..,; 1000. Reserves De osked with Lender 1001. Initial deposit for your escrow account (from GFE #9) 751.71 i--.,:: <: 1 omeowner s assurance mon s per mon ~ . - 1003. Mort a e insurance months $ month $ 1004. Pro taxes $ 1005. $ 1006. County/Twp. Tax 9.000 months @ $ 48.16 per month $ 433.44 1007. School Tax 4.000 months @ $ 158.25 per month $ 633.00 1008. $ ~? 1009. Aggregate Adjustment $ -491 41 - 1100. Title Char es 1101. Title services and lender's title Msurance (om G E #4) 1,026.75 1102. Settlement or do fee $ O ' s, , wner 1103. s title insurance to Stewart Title Guaranty Company from GFE #5 63 25 1104. Lender's title Insurance ro Stewart Title Guaran Company $ 576.75 . - 1105. Lender's title Amit $ 127,755.00 1106. Owner'stltle I' limit $ 150,300.00 . ~ 1107. east's rtion of the total title hsurance remium to Ionni Abstrad Com n $ 631.75 , f ~,,h 1108. Underwriter's rtion of the total title Insurance emium to Stewart Title Guaran Com an $ 395. 1109. 2011 Co/Twp Tax to Robin K. ShoNenberger, Tax Cogector 635 71 1110. 2011 Schod Tax to Rob'rr K. ShoNeneber er, Tax Collector . 1 699 01 1111. Deed Prep to Howard Hanna RE Servioes , . 150 00 1112. Final Water/Sewer 8/20 to 9/30!11 to North Middleton TownshlpAuthor'rty . 1113. Radon Mitigation system to Americen Radon Solutions 134.33 880.00 1200. Govemment Recording and Transfer Charges 1201. Government record' cha e5 to Recorder's Office from GFE #7 159 00 ~°_- ' 1202. Deed $ 62.50 Mort a e $ 96.50 Releases $ Other $ . 1203. Transfer taxes to Recorder's Office (from GFE #8) 1,503.00 ~: ! '~ 1204. City/Countytax/stamps $ 1,503.00 $ 1205. State taxlstam s $ 1 503 00 $ , . 1206 1,503.00 . 1207. 1300. Additional Settlement Cha es 1301.R ukedservicesthat censho for from GFE #6 ;2=;-~,:'..~~. 1302. Pest In n fee Pest Coma na $ 1303 . 1304. 1305. 1400. Total Settlement Cha es enter on Itasca 103, Section J and 502 Section K 5 628.39 12,220.05 Bysipiinppegeidltisslalema{tleNprlarl~cacknoWedpereceigdaaomgerdcopydpepe263a(WsMrwpgeelalwn~ S J/ ~; Y = 2~ lonm ad Company, SettlemeYt Agent Page 2 of 3 EXk131T "E" HUD-1 (I A-2011-033-G PF D/IA-2011-033-C/29) .on of Good Faith Estimate (GFE) and HUD-1 Charges as That Cannot Increase HUD-1 Ling origasation charge # 801 (our cedit or charge (points) fw the speafic interest rate chosen # 802 Your adjusted origasafion charges # 803 Transfer taxes #1203 Good Faith Estimate ~ HUD-1 1,852.55 1.503.00 Cha es That In Total Cannot Increase More than 10% G Government recording dtargeS #1201 ood Faith Estimate HUD-1 Appraisal fee #804 150.00 159.00 Credit report # 805 375.00 375.00 Fbod ~°~ #807 35.00 17.50 Life of loan Food Search fee # 808 9.00 9.00 In~rance Premium #902 2.00 2.00 Owner's title insurance to Stewart Title Guaranty Company #1103 761.00 530.00 Pest Inspection fee #1302 63.25 75.00 t oral 1,407.00 1,155.75 Incease between GFE and HUD-1 Charges $ -251.25 or -17.86 Charges That Can Change Initlal deposit for your escow account Good Faith Estimate HUD-1 #1001 3,172.96 751.71 Dagy hterestdtarges #901 $ 18.375720/day 18.63 18 63 Homeowner's insurance #903 . Title services and lender's title assurance # 1101 1,438.75 1,026.75 wan karma Your Initial loan amount is $ 127,755.00 Your loan term is 30 years Your initial interest rata is 5.2500 % Your initial monthly amount owed for principal, interest and $ 705.47 asdudes any mortgage Inaurence is ^ Prindpal ^ Interest ^ Mortgage Insurance Can your interest rate rise? ^X No ^ Yes, It pas rise to a maximum of %. The &st change wiq be on and ran change again every _ months after . Every change date, your interest rate can ascease or decease by %. Over the qfe of the ban, your Interest rate is guaranteed to never be bwer than % or higher than %, Even if you make payments on time, can your loan balance rise? ^X No ^ Yes, k can rise to a maximum of $ Even if you make payments on time, can your monthly ^X No ^ Yes fhe tkst incease pas be o amount owed for principal, Interest, and mortgage Insurance rise? , n and the monthly amount owed qn rise to $ The maximum it cen ever rise to is $ Does your ban have a prepayment penalty? 0 No ^ Yes, your maximum prepayment penalty is $ Does your loan have a balloon paymentT ^X No ^ Yes, you have a balbon payment of $ due as _ years on Total monthly amount owed including escrow account payments ^ You do not have a mon8dy escrow payment for Rams such as ro e , p p rty taxes and homeowner's insurance. You must pay these items d(rekily yourself. X^ You have an additional monthly escrow payment of $250.58 that results as a total intlial monthly amount owed of $956.05. This asdudes prindpal, asterest, any mortgage insurance and any gems checked bebw: ^ Property taxes ^X Homeowner's Insurance ^ Fbod Insurance ^ ~ ^ Vote: If you have any questions about the Settlement Charnea and i „~., r ..,~ i<< . ...~:_ ~__ _, - --- --- ~-' , ~ .............a.. ~....,, ,a,ue,. Page 3 of 3 HUD-1 (IA-2011-033-C.PFDlIA-2011-033-C123) L. Settlement Charges 700. Total Real Estate Broker Fees $ g,plg,pp aaa From P ia F Divisor of commission (tine 700) as follows: ~~~,~ e rom s~i~s 701. 4 509.00 to Howard Hanna RE Services 702. 4 509.00 to Howard Hanna RE Services Fins b s Fear ~ 703. Commission id at settlement ,m,,,,~ s~u~s,~,c 704. De sit Ret'd B SeINn east to Howard Hanna RE Services $2ppp.pp pOC 7 018.00 705. Buyers Broker fee to Howard Hanna RE Services 225.00 600. Items Pa able in Connection with Loan 801. Our or' inatan char e $ 1,852.55 from GFE #1 ^ a: , 802. Your aedk or charge (points) for the speoifro interest rate chosen $ (from GFE #2) ' a ~,.. o- ,~ ,. 803. Your adjusted or inatbn Ciarges from GFE #A i 804. raisal fee to D A Potts sisal Service $375 POC from GFE #3 1,852.SL~ r,~: : 805. Credtt R rt to CBC Innovis from GFE #3 17 50 , , ;> r: 806. Tax service to (from GFE #3) . _ , ._ ~ ,. 807. Flood cerfifiption to CBC Innovis (from GFE #3) g,pp _, ~ ;., ~, ,y 808. Lrfe of Loan Flood Seard to CBC Innovis from GFE #3 2,pp ; 809. (from GFE #3) ,ra;,~ ~ ,~ 810. (from GFE #3) 811. from GFE #3 ; r ~ v 900. kerns R aired b Lender to Be Paid in Advance 901. DaNy interest mar es from 09/30/11 to 10/01/11 1 @ $18.375720/day (from GFE #10 18,63 «jj s ;.,. ,. 902. Mort a e insurance emium far months to Harle a Insurance $530 POC from GFE #3 *~-yirr: _ ~ ;. 903. Homeowner's insurance for 1.0 ors to from GFE #11 _ -,~.;,.,. - ~~ from GFE #11 ~ ~ - 905. (from GFE #11) -.- ; . .,~ ~ 1000. Reserves De oaRad with Lender 1001. Initial deposit for your escrow account (from GFE #9) 751.71 0 omeowner s assurance mon s par mon ;4y._. ti , 1003. Mort a e Insurance months $ r month $ - -,,,~,,, 1004. Pro taxes $ ,.4 ; 1005. $ t ; .. •(.~:.; _ 1006. Counry/Twp. Tax 9.000 months @ $ 48.16 per month $ 433.44 1007. School Tax 4.000 months @ $ 158.25 per month $ 633.00 1008. $ °,- uc-; 1009. Aggregate Adjustment $ -491.41 1100. Title Cha e8 1101. Title services and lender's title insurance (from #4) 1,026.75 1102. Settlement or dosi fee $ 1103. Owner's Otte insurance to Stewart TRIe Guaranty Compan from GFE #5 ~ 63 25 1104. Lender's Otle assurance to Stewart Title Gua ran Company $ 578.75 . - ~ 1105. Lender's Otle Nmit $ 127,755.00 ~- 2:, 1106. Owner's Otte timtt $ 150 300.00 •, ,, ; ,;: 1107. ant's rtbn of the total Otle insurance remium to Ionnl AbsOad Com an $ 631.75 ,, ° "^ 1108. Underwrtter's rtion of the total tfOe insurance remium to Stewart Title Guaran Com an $ 395. ~ „_.:-yy 1 , 1109. 2011 Coffwp Tax to Robin K. ShoNenberger, Tax CoAedor 635 71 1110. 2011 School Tax to Robin K Sholleneber ,Tax Coledor . 1 899.01 1111. Deed Prep to Howard Hanna RE Services , 150 00 1112. Final Water/Sewer 8/20 to 9/30!11 to North Middleton Townsh~Authortty . 134.33 1113. Radon Mitigation system to American Radon Solutions 880.00 1200. Government Recording and Transfer Charges 1201. Government recordin char es to Reodrder's Office from GFE #7 159 00 1202. Deed § 62.50 Mortgage $ 96.50 Releases $ Other $ . 1203. Transfer taxes to Recorder's Office (from GFE #8) 1,503.00 1204. City/CountytaxlstemPs $ 1,503.00 $ 1205. State tax/stam s $ 1,503.00 $ " 1 503.00 1206. , 1207. 1300. Addkional Settlement Cha es 1301.R uiredservfcesthat cansho for from GFE#6 ! ~~k.!~.--- 1302. Pest In fee Pest Coma na $ 1303. 1304. 1305. 1400. Total Settlement Cha as enter on lines 103, Section J and 502, Section K 5,628.39 12 220.05 BY Si9rinB pegelal lhia stYlemsR,tl,e alAmlales ackroW~dpe racdpdacanparoa copydpapa2R 3d Wntlreepps Nel ~ nn lonm ad Company, Settleme Agent Page 2 of 3 ~~ ~~ HUD-1 (IA-2011-033-C.PFD/IA-2011-033C129) _' ~ ~ HUD-1 Attachment Borrower(s): Timothy Musser Seller(s): Glenn C. Caufman, Trustee 407 Market Street Lemoyne, PA 17043 Paula Musser lender: Mid Penn Bank ~ Settlement Agent: IonniAbstract Company Place of settlement: Howard Hanna Real Estate Services Carlisle, Pa Settlement Date: September 30, 2011 Property Location: 919 Cavalry Road Carlisle, PA 17013 Cumberland County, Pennsylvania Caufman Family Property trust Adjusted Origination Charge Details Origination Charge Origination &Admin. Fee 1,852.55 to Mid Penn Bank Total $ 1,852.55 Origination CreditlCharge (points) for the specific interest rate chosen Total $ Adjusted Origination Charges $ 1,852.55 Reserves Deposited with Lender Homeowner's Insurance 4.000 at 44.17 per month 176.68 County/Twp. Tax 9.000 at 48.16 per month 433.44 School Tax 4.000 at158.25 per month 633.00 Aggregate Adjustment month -491.41 Total $ 751.71 Title Services and Lender's Title Insurance Details BORROWER SELLER Settlement/Ttle Search fee 375.00 to Alonni Abstract Company Closing Service Letter to Stewart Title Guaranty Company 75.00 Lender's title insurance 576.75 to Stewart Title Guaranty Company Total $ 1,026.75 $ 0.00 WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and Imprisonment. For details see: Title 16 U.S. Coda Section 1001 and Section 1010. (IA-2011-033-C. PF D/IA-2011-033-C/30 ) EXtl~~l~ i '` HUD-1 Attachment - Continued Owner's Title Insurance BORROWER SELLER Owner's Policy Premium 63.25 to Stewart Title Guaranty Company Total $ 63.25 $ 0.00 Lender's Title Insurance BORROWER SELLER 'fees also shown above in Title Services and Lender's Tkle Insurance Dstails Lender's Policy Premium 426.75 to Stewart Title Guaranty Company Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge PA Endorsement Form 100 50.00 PA Endorsement Form 300 50.00 ALTA Endorsement Form 8.1 (Environmental Protection Lien) 50.00 Total $ 576.75 $ 0.00 WARNING: It is a crime to knowingly make false statements to the Unfted States on this or any similar form. Penalties upon conviction can include a tine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. (IA-2011-033-C.PFD/IA-2011-033-C130) ~~~R "E" Detailed Results for Parce129-17-1585-191. in the 2010 Tax Assessment Database DistrictNo 29 Parcel_ID 29-17-1585-191. MapSuffix HouseNo 919 Direction Street CAVALRY ROAD Ownerl CAUFMAN FAMILY PROPERTY TRUST C/O PropType R PropDesc LivArea 1608 CurLandVal 62500 CurlmpVal 148500 CurTotVal 211000 CurPrefVal Acreage 1.23 C1GrnStat TaxEx 1 SaleAmt 1 SaleMo 09 SaleDa 20 SaleCe 20 SaleYr 11 DeedBlcPage 201126057 YearBlt 1939 HF_File_Date 01/03/2007 HF_Approval_Status A i~ M ~ ~-