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HomeMy WebLinkAbout05-09-12 (2)J 1505610143 REV-1500 Ex(°'.'°' PA De artment of Revenue OFFICIAL USE ONLY P Pennsylvania County Cotle Vaer File Number Bureau of Indivitlual Taxes °r""a*-a.cr "ewEaaE Po Box.zaosot INHERITANCE TAX RETURN 21 11 0957 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08 26 2011 11 23 1941 Decedent's Last Name Suffix Decedent's First Name MI TURNS CAROL E (If Applicable) Enter Surviving Spouse's Information Betow Spouse's Last Name Suffiz Spouse's First Name MI Spouse's Social Security Number THIS RETURN A9UST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ^ 2. Supplemental Return ^ 3. Remaintler Return (date of tleath poor to 12-13-S2j ^ 4. Limited Estate ^ qa, Future interest Compromise (data of tleath after 242A2J ^ 5. Federal Estate Tax Return Required G.-I 6 Decedent Died Testate LxJ (Attach Copy of Vgll) ^ y Deceda t Mein1 ned a Living Trust (AKeGt RGapy ol~ rusq O a. Total Number of Sa(e De osit Boxes P ^ 9. Litigation Proceeds Received ^ c 10. EBhveenP2--3i ~1 end t<tle~asgi deeM ^ 11. Election to tax antler Sec. 9113(A) (Attach Soh. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL. TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDMUND G MYERS r.~ (717) 7t~1 4541 :~ ~ ' -~ - ^ ~~ REGISTER OIEW~~~13E I~fQY %= -S' ~~ ~ ~ --~ 1 First line of address _ 301 MARKET STREET ~'~' -~ t,~ G._. -~~ Second line of address ~~ ~' -''~ PO BOX 109 D c > .~= ,~ c~ Y.t City or Post Office State ZIP Code DATE FILED LEMOYNE PA 17043 Correspondent's a-mail address: ADDRESS THAN REPRESENTATIVE EDMUND G. MYERS knowledge and belie( any knowledge. DATE 301 MARKET STREET, Lemoyne, PA Side 1 L 1505610143 1505610143 J 1 150561243 REV-1500 EX na~tlam'sNama TURNS, Carol Estelle Decedent's Social Security Number RECAPITULATION 1. Real Estate (Schedule A) ...................................................................................... . 1. 115 , 500.00 2. Stocks and Bonds (Schedule B) ........................................................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ . 3. 4. Mortgages 8 Notes Receivable (Schedule D) ....................................................... . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 16, 517.35 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requestetl............ 6. 12 ,131.70 7. Inter-Vivos Transfers & Miscellaneous tyoq Probate Property (Schedule G) LJ Separate Billing Requestetl............ 7, 50 , 534. O1 8. Total Gross Assets (total Lines 1-7) .................................................................... . 6. 194 , 683.06 9. Funeral Expenses & Administrative Costs (Schedule H) .............................. ......... 9. 2 0 , 8 65.93 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ..................... ......... 10. 10 , 524.72 11. Total Deductions (total Lines 9 & 10) .......................................................... ......... 11. 31, 390.65 12. Net Value of Estate (Line 8 minus line 11) ................................................. ......... 12. 163 , 2 92.41 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................................... ......... 13. 14. Ne[ Value Subject to Tax (Line 12 minus Line 13) ...................................... ......... 14. 163 , 2 92.41 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. i6. Amount of Line 14 taxable 163 292.41 16 at lineal rate X .045 r . 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L 1505610243 Side 2 0.00 7,348.16 0.00 0.00 7,348.16 15115610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0957 DECEDENT'S NAME TURNS, Carol Estelle STREETADDRESS 24 South 8th Street CITY Lemoyne STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Cretlits/Payments A. Prior Payments e. Discount 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Llne 20 to request a refund 5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make Check OF (1) 7,348.16 Total Creiiits (A + g} (2) 0.00 (3) (4) (5> 7,348.16 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a, retain the use or income of the property transferred :............................................................................... ^ x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... ^ x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate wnsideration7 .................................................................................................................... ^ ^ x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death7....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation7 .................................................................................................................. ~ ^ IF THE ANSgWER TO ANY OF THE ABOVE OUEST~Iy~ONS IS YES, YOU MUST COMPLETE SCH¢E~DULE G AND FILE IT AS PART OF THE RETURN. eE,'"d1~k'i ~1'x zr+e`~:`~f7 yq3 i3b~ iu-..i_&'.Y.~~~' r,~i~fFt`~„ ~~M1..F;1. :. .J i iYSS ~ .. 4~ir .S~t3 .. d.,r S`; W . ,.t 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 thexuse of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and f ling a tax return are still applicable even if the surviving spouse is the only benefciary. 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. §9118 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by bloodd or adoption. Rev-1502 EX+(11-aB) COMMONWEALTH OFPENNSVLVANIA INHERITANCE Tqx RETURN ftEaIOENTOECEOENT SCHEDULE A REAL ESTATE ESTATE OF IFII.E NUMBER TURNS, Carol Estelle 21-71-0957 All reel property owned solely or ss a tenant In common must ba reported at fair market value. Fair meMet value is definetl as the price et which property would be exchanBetl behvean a willing buyer entl a willing seller, neither being compelled to buy or sell, both having reasonable knowletlge of the rolevant facts. Real property which la jointly-owned with right of aurvivarship moat be disclosed on achetluls F. Attach a copy of the settlement sheet fifths property has been sold Include a copy of the deed showing deeedanre interest Howned as tenant In common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 7 Real Estate located at 24 South 8th Street, Lemoyne, Cumberland County, PA -Contracted 115,500.00 sales price. Real Estate was sold on March 30, 2012 and a copy of the HUD-1 Settlement Sheet is attached to this Return TOTAL (Also enter on Llne 1, Recapitulation) I t 75,500.00 (If more space is needed, additional pages of the same sire) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-OS) Rav-1606 E%+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC, PERSONAL PROPERTY cOMMONNEAITH OF PENN6YlVANIA INHERITANCE TAX RETURN RE6IDENTDECEDENT ESTATE OF FILE NUMBER TURNS, Carol Estelle 21-11-0957 Include the proceeds of litigation end the tlate the procseda ware received b the estate. All property jointly-ownedwlih the right oraurvlvarahlp must be dlacloeedon schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 2000 Ford F150 Truck -Valued using Kelly Blue Book 4.861.00 2 2002 Buick LeSabre -Contracted Sales Price 6,500.00 3 2003 Vespa -Valued using Kelly Blue Book 1,110.00 4 Household GoodslTangible Personal Property 3,500.00 5 Nationwide Homeowners Insurance - Refund on Account 79.00 6 Real Estate located at 24 South 6th Street, Lemoyne, Cumberland County, PA - 457.35 ReimbursemenURefunds for Taxes paid at Settlement on March 30, 2012. A, copy of the HUD -1 Settlement Sheet is attached County: $282,98 School: $164.37 TOTAL (Also enter on Line 5, Recapitulation) I 16,517.35 (If more space is needed, adtlitional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rav.,SaaEx.,a-aa, SCHEDULE F COMMONY,EALTH OF PENNSVLVPNIA JOINTLY-OWNED PROPERTY INHERRANCETp%RENRN RESmENT DECEDENT ESTATE OF FILE NUMBER TURNS, Carol Estelle 21-11-0957 If en asset wan made jolntwithin one yearo(tha decetlanYa date of death, it must ba reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Robynn C. Hope 3536 March Circle Daughter Camp Hill, PA 17011 g, Kathryn A Morrow 122 Henry Road Daughter Enola, PA 17025 C. JOINTLY OWNED PROPERTY: jTEM 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 dolNTl.v-HELD REAL ESTATE. DATE OF DEATH VALUE OF MASSE o /o OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A, B 04/27/2004 Pennsylvania State Employee Cretlit Union 3,257.08 50.000°/a 1,628.54 Money Market Account S7 -Kathryn A. Morrow was added as a joint owner on August 16, 2011. 2 A, B 04f27/2004 Pennsylvania State Employees Credit Union ~rgg1.Z9 50.000% 10,496.15 Checking Account S4 -Kathryn A. Morrow was added as a joint owner on August 16, 2011. The Account is taxable at 1/2 ($13,496.15) rather than 1/3rd and the $3,000.00 exclusion has been applied. 3 A, B 4127/2004 Pennsylvania Slate Employees Credit Union 14.02 50.000°/a 7.01 Savings Account S1 -Kathryn A. Morrow was added as a joint owner on August 16, 2011. TOTAL (Also enter on Line 6, Recapitulation) I 12,131.70 (If more space la needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 698) Rav-1510 E%+i8-9e) COMMONN.FALTH OF PENNSYLVANIA INHERITANCE TA% RETORN RESIDEMDECEOENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER TURNS, Carol Estelle 21-11-0957 This schetlule must be wmplaled entl fled g tha answer to any of questions ~ through 4 on the reverse side of the REV-t 500 COVER SHEET is yas. ITEM NUMBER DESCRIPTION OF PROPERTY THE DA7E OF TRANSERSATTACI1iA COPVEOF THE DEED ~OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °k OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 PNC Bank IRA Account No. 75200037132 -Date of 50,534.01 50.534.01 Death Valuation from PNC is attached. Beneficiaries: Kathryn A. Morrow, Daughter and Robynn C. Hope, Daughter TOTAL (Also enter on tine 7, Recapitulation) I 50,534.01 (If more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1751 E%+tiD-06) COMM~LT~OF eEF~IJ~$VLVANIA SCHEDULE H FUNERAL EXPENSES & ESTATE OF FILE NUMBER TURNS, Carol Estelle 27-11-0957 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 7,986.68 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Kathryn A Morrow Street Address 122 Henry Road City Enola State PA Zio 17025 _ Year(sl Commission Oaid 2012 6,500.00 z. Attorney's Fees JOHNSON DUFFIE 5,000.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio _ Relationship of Claimant to Decedent 4. Probate Fees 343.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 7,035.75 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 20,865.93 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER TURNS, Carol Estelle 21-11-0957 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exoenses 1 FunerallBurial Costs 8 Expenses 4,104.68 2 Gravemarker 3,882.00 H-A 7,986.68 3 Other Administrative Costs Cumberland County Register of Wills Office -Filing Fees for Inheritance Tax Return and 30.00 Inventory 4 Jack O'Neill -Repairs to Real Estate as Agreed Upon Prior to Sale 143.25 5 Maintenance on Automobile Prior to Transfer 294.20 6 Patriot News Co. -Advertisement for Sale of Residence 92.20 7 Reserves: Miscellaneous Costs and Expenses 250.00 8 The Cumberland Law Journal -Notice of Estate Administration 75.00 9 The Patriot News -Notice of Estate Administration 151.10 H-B7 1,035.75 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-96) Rev~1613 EX+11r~ga) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONN£ALTH OF PENNSYLVANIA INHEft1TANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER TURNS, Carol Estelle 21-11-0957 Report dobb Incurred by me dacedsnl pdor to death that romalnad unpaid atMS tlata o/ death, Including unrolmburostlmedleal szpenese. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Buchanan and Erb -Oil gg4,gg 2 Comcast Cable Television 14.75 3 Faith Nicola, Tax Collector - 2011 Real Estate Taxes 741.26 4 Nationwide Carlnsurance 215.30 5 Penn Waste 90.00 6 Pennsylvania Power & Light -Electrical Work at Residence -Condition of Sale 950.00 7 Pennsylvania Power & Light -Utility on Residence -Final bill on Account 11.52 8 Pennsylvania Power & Light -Utility on Residence 155.27 9 Pennsylvania Water Company -Utility on Residence 433.84 10 Real Estate located at 24 South 8th Street. Lemoyne, PA -Settlement Charges 7,047.90 TOTAL (Also enter on Line 10, Recapitulation) I 10,524.72 (If more space is needetl, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Forth PA-1500 Schedule I(Rev. 12-00) RE4-151 ] EX~ 111A9) COM ~N~~Of eEF~~S eLVANIA SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER TURNS, Carol Estelle 21-11-0957 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER pERSON(Sl RECEIVING PROPERTY DECEDENT (Wortls) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Robynn C Hope Daughter 1/2 of Residue of 3536 March Circle Estate Enola, PA 77025 2 Kathryn A Morrow Daughter 1/2 of Residue of 122 Henry Road Estate Enola, PA 17025 Total Enter dollar amounts for distributions shown above on lines 7 5 throw h 18 on Rev 150 0 cover sheet as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-OB) ESTATE OF CAROL ESTELLE TURNS SCHEDULE OF EXHIBITS EXHIBITA EXHIBIT B EXHIBIT C EXHIBIT D EXHIBIT E EXHIBIT F Last Will and Testament for Carol Estelle Turns signed and dated January 19, 1995 HUD-1 Settlement Sheet for sale of Residera~e located at 24 South 8`h Street, Lemoyne, PA 17043 Kelly Blue Book Valuation for 2000 Ford FISO Kelly Blue Book Valuation for 2003 Vespa Pennsylvania State Employees Credit Union (PSECU) Date of Death Letter for Joint Account PNC Bank Date of Death Letter for IRA Aca~unt :495220 LAST WILL AND OF CAROL E. TURNS _ ~) ~ .. ,. , T... '~1~~~ :7`T'1 '.-v-t -r CJ c,^ ''' -'O - - -:7 ~ ~ 17 . }'~ C T Rte. .. _ . J-~CiU ~ ?"' __ i )f~-r1 -_ ~~ _ _~ - :n' D -T1 f,„', I, CAROL E. TURNS, of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last will and :revoke any will previously msde by me. . ITEM I: I direct that my Executrix hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: 2 devise and bequeath all the rest, :residue and remain- der of my estate, of every nature and wherever situate, in equal shares to such of my daughters, KATBRYN A. BYRNES and ROBYNN C. ROPE, as survive me. Should any of my daughters predecease me, I devise and bequeath the share of such daughter to her issue, per stirpes. ITEM III: I appoint my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and: hRve not otherwise agecifically dora so,'psovided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both Page 1 of 4 graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM IV: I appoint my daughter, KATHRYN A. BYRNES, Executrix of this my last will. Should my daughter, KATHRYN A. BYRNES, fail to qualify or cease to act as Executrix, I appoint my daughter, ROBYNN C. HOPE, Executrix of this my last will. ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHER80F, I, CAROL E. TURNS, have hereunto set my hand and seal this ~ p day of _, 1995. ~n - D~ s~~-~--a-- CAROL E. TURNS SIGNED, SEALED, PUBLISHED and DECLARED by CAROL E. TURNS, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the pr ce of each//other, have subscribed our /'names as wit/~nesses. V ~ ~~6, l ./~+ -fie. n i`°y. it,(ne~s [., Address(n'~/~,, I g Witness Address Page 2 of 4 ~: COMMONWEALT$ OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND I, CAROL E. TURNS, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ~~ CAROL E. TU ~iS Sworn to or affirmed to and acknowledged before me by CAROL E. TURNS, the Testatrix, this _9_ day oE -s~.nx.e..~ , 1995. Notary Pu li ~a._...... _.._, ..~ ~orARIaL sF~:i. -. COtJSTAItCE L. e:ARLI, N'.'TAR;' 9?tQt,IC NeR CUMSERLA.ND, PA C'iAif:i ~~4i;~ CO. HT CQMMISSiOtI EXPIRES APRIL t3, 1993 COMMONWEALTR OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND We, \. ,n..::;n ~(. S'-n,~.~. and ~~~ ~Y-Nl~ac.LUVr .~ r the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as Page 3 of 4 her last will; that Testatrix signed willingly and that she execiit` d ~~~~ it as her free and voluntary act for the purposes therein expressed, that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue infl Witness Sworn to or affirmed to and acknowle/}dged before me by ~tt~~ t-t -~'r-v~.r~ and LLD-iUn-a. l~l~~-~t--~-~,`~' , witnesses, this (9 day of 34~- _, 1995. Notary Public NOTA2IAL SEAL _~,~_ CONSTANCE L, iCARLS, P;CTA?,Y Ft'~LiC NEW CLMBERLANO, F'A ",L'h:~n~_~",~'u L'0. MY COP1i'SSSSON EXFI',Ra ui'?...:, 7y:5 Page 4 of 4 A SETTLEMENT STATEMENT (HUD-1) 1. ® FHA 2. ^ RFI$ 3. ^ CONV. IINMS. 4,r"""°+ga a. va s. ^ coNV.INS. x ~ x5 6. ]'ILENUMBFR 7.IAANN[1MBER 4 12 033-ALT 6017322 „"m, 8. MOR7'(]AGE1N3. CASE NO.: 446-1134675-703 C.NOTE:'Ifiis mrmbfvmishedm give you asbtavem o[acmat senlemmt vests. Amounb paWmmdbYmemntwat egmt ma uhosm. [ems muked "(aaaY' were pvdounide tlm cloam8: they veahownfierc Cot "vsfmmedunal purposes end aR not included in du: totals. D. NAh~~ADDRESS John P. ONedl OF BOIUtOWEIt 206 Hmmen Avenue.I.emoma PA 17043 E. NAME 8e ADDRESS Carol & Tutus OF SELLER: 2A S. 8th Scat. Lemoyne, PA 17043 F. NAME &:ADDRESS Cole Tavlor Hanle H. 7. Summ otBornowa's Travsaction IC. Summa ofShcer'a Tramactiop 100. Gross Amount Due From Borrower: 400. Gross Amouot Dve To Seger. 101. Contract sales 4e ]15500.00 401. Cenllaetdm sire 1]5500.00 102. Pwsoml 402. Perspml e 103. Settkmm[ dm6onowu:0ine 1400 6 71.46 403. 104. 404. 105. 405. Ad'mtmevts For Items Paid Seller Advan ce: Ad'uslneq rltans Paid eEer vance: 106. ~ /mwn mm m 406. (S /towntm m 107. Coun faze 03/30/12 m ]2!31/12 282.98 407. Co lea 03/30/!2. m ]2/3]/12 2 .98 108. ASSessnvnb m 408. ASSasmenb m 109. Sehool7aw 3/30/2012ro 6!30/2012 184.37 409. School Taxes 3l302012m 6/!0/201:! 18437 110. 410. 111. 4L1. 112 412. i I3. 413. 114. 414. 715. 475. 116. 416. 120. Gross Amount Due Flom Borrower. 122,338.81 620. Grom Amount Due To Seiler. ] 15,967.33 200. Amovnb Pai nBeh t orrawer. tDue To Geller: 201. m~oma[ 1000.00 301. Fxeas 't see'vuhucdem 202 Priori womrt ofmwl a II 577.00 Sdt Settimsent mae11a0ine 1400 1547.90 203. Fxistin Iom s taken sub' m 503. Exirtin bats taken mb'w1 m 204. Selmr !Bait 5500.00 404. 1seM Lv. - 205. SOS. Pa B2ndM Ln. 206. 506. Se1lerCrc6h 5 500.00 207. 507. 208, 508. 209. 509. Adjushamb For Items Unpaid By Seller. 210. Ci Aoav axes m AdJastmevb For Items Unpaid By Seller: 310. Ci /town taxes m 211. Couv taxes m 511. Cv taus m x12 ASttssoeMa ' m sta. Assessrnevb m 213. S13. 214. 514. 215. 515. 216. 576. 217, 517. 278. 518. 219. SI9. 220. Total Paid ByfFOr Borrower. 119,071.00 520. Total Reductions In Amount Doe Gallen 7,047.90 300. t emevt /Io Borrower: 600. a tFrpmlTo 6elier. 301. Cnob amount due from bortowu ine 120 122338.87 601. (]fuss amount due to seller ix 420 ~ 115967 5 302. Lacs avmun[ 'd /for Oonow¢ 220 119 077. 602. Less mdacOmu N amount due miler (line 520 7047.90 303. Cash (®FAOM) i^FO) Borrower. 3$67.81 603. Cash (®I'O) tOFROM) 6eikv; 108,919.45 end rcpovingdm data This egenay smmhm. No wnOdmtialiry is assured; Page 1 of 4 ~ HUD-I Cn -' en ofGnnd sith 'mate d 70.1 CAs a /:nod Faith Estl ate lD-1 . 'rtes' n 4 r r i h $ ' n ch # 3 #1 1 55. ] Cha at in TMeI n i n e ore Than 10% and Faith ate FIUD-] ri n um ~ffi 6 7 10. 1 # 4$Q 4 till mn #1 4 11 In ! ~ # r Cha aT n ha ad Fa' tl }]III) w t .00 4 1 .4 m _ 0. 4 .00 Loan Terms Yow initial loan amourrt is S 112,571.00 Your loan term is 30 Years Your inidal interest rate is ~ 3.750000 Your initial monthly amount owed for principal, intaeat, and $ 62725 includes and any mortgage insurmce v Q Principal ^X Irtvest ^X Mortgage Lssumoce Can yow itrmratrete rise? ©No. ^Yes, it can tine toammdmum oP % The fust change will be on and cmt change again every alter . Evo4'chmge date, yow interest rate can inctpae or decrease by % Over thelife ofthe loan, yaw interest rate is guaranteed to neverbe lower than %or higher tfian %. Even ifyou make payments on time, canyour loan balance rise? ©No.^Yes, it can risetoamavimum ofS Even ifyou make payments on time, can yow monthly ^X No.^Yes, the fiat inweme can be on and the vmnthly amount owed for principal, interest, and mortgage insurance rue? amount owed can rise to $ The maximum item ever rise to lsS Does your loan haveaprepaymentpeneltyR X^ No. ^Yes, your maximum prepayment penalty is$ Dca yow lone haveabalioon payment? ^X No.^Yes, you have aballaon payment ofS due in Yams on Total monthly amount owed including avow aecownpaym<nts ^ You do not haveamontlrly arrow payment far items, sucha ProPaO' taxes and homeownets iwmance. You must payfhese itmns d'uxdy yourself. © You have an additional monthly eserow payment ofS 127.36 thatravlu in atoml initial montiily amourt oweif ofS ~ 754.61 . This . imluda yrincipal, inerest, any mortgage insurance and any hems checked below. ^X Property taxes ^X FYonuownets insurne ^ Flood Lrsumna Q Misc. Impound ^ ^ Notr. tfyou have any questions about the$ehlemwt Charges and Loan Tema listed on this form, please ronma your ]enter. Page3 of4 FIUD-1 SELLER'SAND/OR BORROWER'S STATEMENT F~scrow: 12-00053-ALT I have carefully reviewedthe HUD-1 Settlement Statement and to the best of my lmowledge and belief, it is atroe end acerimte statement of all receipts and disbursemems made on my aaount or by me in this transaction. I further cedifY that I have received a copy ofthe Hl1D-I '~SelUement Statement. BorrowetslPurchasem 1 P. '11 Sellers Gr ~ E~Cc1JtT'- Carol E. Tu The FII7D-t Sarlemmt Statement which I hnvc prepared is atroe and accurate sarount of this tnmsaction. I have caused a~rwill ease the funds to be disbursed in accordmccwi/th tlda emtanent. ' ScttlemrntAgent l_.-----~ ~ Date: 3 ~o a~12. Title Officer, Assured Imd TmnsCera, Ina. WARNAIG: It is a crime m Imovnngly make talsc statements to the United States on this m arry outer similar form Penalties upon conviction can include a fine or imprisomnrnt For details sea: 7iUe 18 U.S. Code SeUion ]00] aM Sation 1010. Page4 of4 _ _ 2000 Ford F150 Regular Cab Short Bed Trade In Values -Kelley Blue Book TG1tG~ B~U® vW~lflC nlUS'I[n Rr80Ur%Y' Used Car Private Party Values Trade-In/Sell Values . ry,_ , 2000 Ford F150 Regular Cab Style 7;qn Private Party Value Vehicle Highlights Excellent $5,236 Very Good I $4,961 Good $4,861 ~, ' Falr j $4,236 '~ Page 1 of 2 MPG: City 14/F1wy 19 Doors: 2 Drive[rain: 2WD EPA Class: Standard Pckup Trucks Country of Origin: United States Max SeaOng: 3 Engine: V8, 4,6 titer Transmission: Automatic Body Style: Stykslde Pickup Country of Assembly: United States Your Configured Options Our Pre-selected options, basetl on hPkal equtprnerH for this wr. _. _ ~ J Options Mrt you atlded while configuring Nis car. '~(.. Y .~ New Cars You Might Like ... 2012 Ford F150 Regular (2b 2012 GMC Sierra 1500 Regular Ub an~k 2012 Chevrolet Siherarb 1500 Regul... a ... Gk>ssary of Tema http://www.kbb.com/ford/f150-regular-cab/2000-ford-fl 50-regular-cab/short-bed/?vehiclei... 3/20/2012 2003 Vespa ET2 -Kelley Blue Book Kelley Blue Book,nt,at>S,InR1Wm1~t- 2003 Vespa erz Trade-In Value Mileage/Equlpmerrt Into Good $1,110 Now that you have your value, it's time to: • Price your neM car .Get your credit score Equipment Standard Equipment: I-Cylinders, 2-Stroke, SOtt Check Used Motonyde HisEOry r.. ,- This m^ mprehenslve SIN Ckeck• Yves you peace of mirb when buying a used motorcycle. VIN: 3' , ~ -~.~ Copyaph[ O 2012 try kelky Blue gook Co., M RIgh6 aesertta. l/1/1012 1/3 0/2 0 3 2 Edi[bn. TM1e Inrormatkm In NI5 report a m[enaea ror tM personal use or be msbmer Dory anq may no[ Ee solo a lrammmea ro another paM. We assume no raponslamty ror errors or amlulons. Page 1 of 1 Shopping Tools I want to know my motorcycle's history Get a Cydechek motorcycle VIN check now I need motorcycle insurance Get a free Progressbre Insu2nce quote I want a free dealer price quote Get a free Motorcycle quote 1 want [o sellmy motorcycle Sell on eBay Motors or PowersportSTV.mm I'd hke to see what5 available nearby Connect with the best bml dealers Have comments about our Blue Book Valuesp GNa us your feetlback http://www.kbb.com/motorcycle/trade-in/2003/vespa/et2/81099/?printable=true 3/20/2012 PSE(~ Johnson Duffie law Offices Attn: Dana Wieseman 301 Market St PO Box 109 Lemoyne PA 17043-7013 Re: CAROL E TURNS, Deceased. PSECU Reference # 3177571052071 Dear Dana Wieseman: The above referenced person has an account with PSECU which was opened on April 27, 2004. The Share accounts were jointly held by CAROL E TURNS, ItOBYNN C HOPE and KATHRYN A MORROW. KATHRYN A MORROW was added as a joint owner on August 16, 2011. 02/14/2012 The following are the Date of Death Balances for CAROL E TURN'S's account with PSECU: Account Shares: (Sl) -Savings (S4) -Checking (S7) -Money Market Date of Death Balances $ 14.02 $26,990.59 $ 3,256.09 Interest -August 1-26 $ 0.00 $ 1.70 $ .99 The joint owners need to close the decedent's account with PSECU at the earliest convenience. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, 49 Sandy Fagley 11 Member. Service Representative PSECU i.. Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.73:?8 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER. 1Nar. L. /U IL tl:~7RiV! YIV~ bHlvh ~1ua[~~o PNC tJ:ADEl16 THp WAY March 2, 2012 Dana L Wieseman Johnson & Duffle Law Offices 301 Market St P O Box 109 Lemoyne, PA 17043-0109 RE; Carol E Turns SSN: 168-36-3321 DOD: 08-26-2011 Deaz Sir/Madam: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: i12A Account Account # 75200031132 Established: 02-03-2006 CAROL E TURNS DOD balance: $ 50,526.77 + 7.24 accrued interest Interest paid 01-O1-ZO11 thru 08-26-2011 $ 87.78 YTD Pot beneficiary information, please call 1-888-762-4727. Please note that this office provides date of death balauces for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please calf 1-888-P14C-BANK (i-888-762-2265)'or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is »ot the intended recipient yr the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly prohibited. If'you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-177 and immediately destroy this faxed document. Page 1 of 1