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HomeMy WebLinkAbout05-31-12 (2)J 1505610140 REV-1500 Ex l°'-'°' PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box zaosot 2 1 1 2 0 0 1 1 Harrisburg, PA 17128-06°1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Secudty Number Date of Death MMDDYYW Date of Birth MMDDYYW Decedent's Last Name Suffix Decedent's First Name MI P O P L A S K I M A R L E N E R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Secudty Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death aker t2-12-82) ^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number M U R R E L W A L T E R S I I I E S Q 7 1 7 ~ 9 7 4" ~6 5 0 ._ ~ ~, rv rTt REGIST~! ILLS U NLY ' ~ rrt~C~ ~: <~, ~ " First line of address j ~;-i - ; - ~ - 5 4 E A S T M A I N S T R E E T ~~, x r, or - Second line of address ' -~; c~ _~~, i-ri y cn ~~ ~ - n 4, City or Post Office Stale ZIP Code DATE FILED M E C H A N I C S B U R G P A 1 7 0 5 5 Correspondent's a-mail address Under penalties of perjury, I declare that I have examined this return, including acwmpanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and wmplete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. E OF PERSON R N~IB~FOR FILING RETURN E BERRY SIGNATURE OF PR~g1~R Q;fHER/~~9AyrkEPRESENTATIVE ,~,-DATE ~ 2 TEIRS III ESQ, 54 E• M. PLEASE USE Y Side 1 150561014U 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARLENE R• POPLASKI RECAPITULATION 1. Real Estate (Schedule A) ........................................... t. 1 8 5 3 9 3. 2 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .................... .... .. 4. 1 3 5 5 4 . 6 3 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). .... .. 5. 6. Jointly Ovmed Property (Schedule F) ^ Separate Billing Requested . .... .. 6. 7. Inter-Vivos Transfers 8 Miscellaneous N -Probate Property ~ S Billi R t d 7 1 9 9 2 4 5 4 5 eparate ng eques e . (Schedule G) .... . .. • 8. Total Gross Assets (total Lines 1 through 7) ..................... .... . . 6. 3 9 8 1 9 3 , 2 8 9. Funeral Expenses and Administrative Costs (Schedule H) ............ .... .. 9. 1 ~ 8 4 6 . 6 $ 10. Debts of Decedent, Mort a e Liabilities, and Liens Schedule I 9 9 ( ) ....... .... 10. .. 8 9 7 8 • 7 4 11. Total Deductions (total Lines 9 and 10) ......................... .... .. 11. 1 9 8 2 5 . 3 9 12. Net Value of Estate (Line 8 minus Line t 1) ...................... .... .. 12. 3 ~ 8 3 6 7 . 8 9 13. Chadtable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ .... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................ .... .. 14. 3 ~ 8 3 6 7 . 8 9 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES t5. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0_ ~ ~ D 15. O. ~ ~ 16. Amount of Line 14 taxable at lineal rate x .045 3 7 8 3 6 7. 8 9 16. 1 7 0 2 6. 5 6 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 ~ 17. ~. D D 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0• ~ 0 19. TAX DUE ...................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1 7 0 2 6. 5 6 15N5610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 12 0011 DECEDENT'S NAME MARLENE R. POPLASKI STREET ADDRESS 43 LONGVIEW DRIVE CITY MECHANICSBURG STATE PA ZIP 17050 Tax Payments and Credits: t. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 5,885.58 B. Discount 294.28 3. Interest 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. It) 17.026.56 Total Credits (A + g) (2) 6.179.86 (3) (4) 5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 10.846.70 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................... ^ ^X c. retain a reversionary interest; or ................................................................................................ ^ ^X d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ Q 3. Did decedent own an'in trust for" orpayable-upon-death bank account or secudty at his or her death? ......... Q ^ 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(1.2) [72 P.S. §9t 16(a)(111. • 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. RF.V-1502 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF: MARLENE R. POPLASKI 21 12 0011 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is join0y-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 43 LONGVIEW DRIVE, MECHANICSBURG, PA 17050 185,393.20 NET SALE PRICE TOTAL Also enter on Line 1, Recapitulation.) ~ $ If more space is needed, use additional sheeLS of paperof the same size. REV-1508 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY MARLENE R. POPLASKI 21 12 0011 Include the proceeds of litigation and the date the proceeds were received by the estate. All orooeM iointlvovmed with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. MEMBERS 1ST FEDERAL CREDIT UNION 364.29 CHECKING 2. MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS 13,190.34 TOTAL (Also enter on line 5, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER•VIVOS TRANSFERS AND MISC. NON•PROBATE PROPERTY FILE NUMBER MARLENE R. POPLASKI 21 12 0011 This schedule must be completed and fled if the answer to any of questions t through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR REUTIDNSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHACDPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION pF APPLICABLE) TAXABLE VALUE 1. MEMBERS 1ST FEDERAL CREDIT UNION 25,696.79 100.00 25,696.79 CD ITF THERESA L.LONCAR 2. MEMBERS 1ST FEDERAL CREDIT UNION 25,696.79 100.00 25,696.79 CD ITF STEVE F. POPLASKI 3 MEMBERS 1ST FEDERAL CREDIT UNION 25,696.79 100.00 25,696.79 CD ITF VALERIE A. KANE 4, MEMBERS 1ST FEDERAL CREDIT UNION 20,106.36 100.00 20,106.36 CD ITF THERESA L.LONCAR 5. MEMBERS 1ST FEDERAL CREDIT UNION 20,106.36 100.00 20,106.36 CD ITF STEVE F. POPLASKI 6. MEMBERS 1ST FEDERAL CREDIT UNION 20,106.36 100.00 20,106.36 CD ITF VALERIE A. KANE 7. ALLSTATE LIFE INSURANCE COMPANY 61,836.00 100.00 61,836.00 ANNUITY TOTAL (Also enter on Line 7 Recapitulalion)I S 199 245 45 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-0e) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS MARLENE R. POPLASKI 21 12 0011 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME 5,276.07 2. FUNERAL LUNCHEON AT OLIVE GARDEN 426.08 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)ofPersonalRepresentative(s) THERESA L.LONCAR Street Address 836 SILVER LAKE ROAD City LEWISBERRY State PA ZIP Year(s)CommissionPaid: (RENOUNCED) 2, AttomeyFees: MURREL R. WALTERS, III 3. Family Ezemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State _ Relationship of Claimant to Decedent 4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 5 AcxountantFees: ALFRED WHITCOMB 6. Taz Retum Preparer Fees: 7. US POST OFFICE -STAMPS 8. REAL ESTATE VALUATION 9.00 100.00 TOTAL(AlsoenteronLine9,Recapitulation)I $ ,,,,,,,,,,~ 4,400.00 ZIP 480.50 155.00 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INNERITANCE rAx REruRN MORTGAGE LIABILITIES 8 LIENS , RESIDENT DECEDENT ESTATE OF FILE NUMBER MARLENE R. POPLASKI 21 12 0011 Report debts Incurred by the decedent prtor to death that remained unpaid at the date of death, including unrelmbursed medical a:penses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PPL 473.73 ELECTRIC 2. UNITED 67,27 WATER 3. ACE HARDWARE 39.26 PAINT 4. PAUL SNYDER 1,000.00 FORMICA TOPS 5. SILVER SPRING TOWNSHIP 221.00 SEWER 6. CLIFF SCHAFFNER 1,835.00 REPAIRS TO HOUSE 7. GREG FULLER 2,250.00 CARPET INSTALLATION-HOUSE 8. LOWE'S 345.07 LIGHT, SINK, WATER HEATER 9. TUSCARORO WAYNE 378.06 HOUSE INSURANCE 10. HOME DEPOT 79.94 REPAIR TO KITCHEN FLOOR, GARAGE DOOR SPRINGS 11. SCOTT DANNER HOME IMPROVEMENT 560.00 REMOVE MOLD IN HOME 12. VITUS GROUP 725.00 INSTALL RADON SYSTEM 13. GIANT FOOD 8.07 CLEANING SUPPLIES 14. LAWN MOWING 15.00 15. PENN WASTE 44,35 REFUSE If more TOTAL (Also enter on Line 10, Recapitulation) 15 sheets of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARLENE R. POPLASKI 21 12 0011 Decedent's Name Schedule I -Debts of Decedent, Mortgage Liabilities, 8 Liens File Number ITEM NUMBER DESCRIPTION AMOUNT 16. WEST SHORE EMT AMBULANCE 936.99 SUBTOTALSCHEDULEI 936.99 GRAND TOTALSCHEDULEI ; g,g~g,~q REV-1513 EX+ (Of -10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT OF: FILE NUMBER: MARLEN E R. POPLASKI 21 12 0011 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pnclude outn'ght spousal disidbutions and transfers under Sec. 9116 (a) (1.2).] 1. THERESA L. LONCAR Lineal 33.00 836 SILVER LAKE ROAD LEWISBERRY, PA 17339 2. STEVEN F. POPLASKI Lineal 33.00 12 MORARI DRIVE DILLSBURG, PA 17019 3. VALERIE A. KANE Lineal 33.00 4005 SULLIVAN STREET MECHANICSBURG,PA17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S If more space is needed, use additional sheets of paper of the same size. A. Settlement Statement (HUD-1) FHA 2. Q RHS 3. ©Conv. Unins. VA 5. Q Conv. Ins. OMB Approval No. 2502-0265 "(p.o.c)"were paid outsitle the closing; they are shown here for Informational purposes and era not Inclutletl In the totals. Name 8 Address of Borrower: E. Name 8 Atldress of Seller: F. Name 8 Address of Lender: iald V. Wichl, Michelle S. Wchl Estate of Marlene R. Poplaski Howard Hanna Mongage Services Schoolside Ddve, Mechanicsburg, PA 17055 43 Longview Odve, Mechanicsburg, PA 17050 119 Gamma Orive, PiOSburyh, PA 15238 G. Progeny Location: H. Settlement Agent: I. Settlement Date: 04/27/2012 43 Longview Drive Mechanicsburg PA 17050 Barristers Land Abstract Company Disbursement Date: 0427/2012 , 3310 Market Street, Camp Hill, PA 17011 Silver Spring Township Telephone: 717-761E190 Fax: 717-7614072 Place of Settlement: TitleExpress 3310 Markel Slreel, Camp Hill, PA 17011 Printed 04/2W2012 at 4:58 pm by LM 100. Grose Amount Dua tram Borrower 400. Grose Amount Dua to Seller 101. Contract sales price 199,90000 401. Conirxl sales price 19990000 102. Personal o d 402. Personal ro 103. Setllemenl charyes to borrower (line 1400) 7,920.14 403. 104. 404, 105. 405. Ad ushnents for Items old b seller In advance Ad ustmenb for Gems aid b seller In advance 106. City6own taxes to 406. Cilyflown lazes to 107. County taxes 04/2720121012/3112012 434.44 407. County loxes 0 4 /27 2 012 10 1 7/311101 2 4q g3q 108. School Taxes 0427201210 O6r302012 330.51 408. School Taxes 0 42 7201 2 10 Ofi/302012 . 330 51 109. Trash 041272012 to 0613012012 31.fiB 409. Trash 04272012 to 06/302012 . 31.68 110. 410. 111. 411. 112. 412. 110. Gross Amount Dua hom Borrower 106,616.77 420. Gross Amount DUe to Seller 200,696.67 200. 20 Amounts Paidb or In &heRof Borrower 500. Reductions In Amounl0ueto Seller 1. Deposit or earnest money 5,000.00 501. Excess deposit (see insWC6ons) 202. Principal amount of new loan(s) 149,900.00 502. Setllemenl charyes to seller (line 1400) 39,303.43 203. 2(14 ExisOn loo s taken sub'ect l0 503. Fxistin loo s taken su ' 1 to . 504. Pa o6 of first mod loan 205. 505. Pa off of second mod a e loan 206. 506. 207. Good Faith Deposit 350.00 507 208. 508. 209. 5W. Atl uatmenta for Gams un old b seller Ad usMenla for Items un aid b seller 210. Cilyllown taxes to 510. Cigflawn taxes to 211. County taxes l0 511. County loxes to 212. School Taxes l0 512. School Taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 110. Tobl Pald b Ifor Borrower 155,150.00 510. Tohl RaducOOn Amount Due Seller 39,703.47 700. Cash at Se0lement iroMto Borrower G 600. Cash at Settlement tollrom Seller 307. ross amount tlue Irom honower (line 120) 208,616 77 601, Gross amount due to seller (line 420) 200,696.63 301. Less amounts paW byHor bonower (line 220) 155,150.00 602. Less reductions in amount due seller (line 520) 39,303.43 707. Cash ^X From ~ To Borrower 51,166.77 607. Caeh ^X To ~ From Seller 161,797.10 .. ~~. ~. ron--v-.o.wn....w.,uma w.wn,,.,..a.~wn m,o~,n.,wd.nrvw Previous editions are obsolete Page 1 of 4 HUD-1 ~a~Rea, cswre omeer tees D its~r uu Division o/commission line 700 as follows: 701. $6,197.00 to ReMax 1st Advantage Paid FrDm Borrower's Funds at Pdld From Seller's F d 702. 86,222.00 to HOWARD HANNA REAL ESTATE 703. Commission paid al seltlemenl Settlement 225.00 un s at Settlement 12,194.00 800. Nema Pa able In Connection sNlh Laan 801. Our origination charge (Includes Origination Pcin10.000%or $0.00) $940.00 (from GFE#1) 802. Your credit or charge(pointsl for the specific inleesl rate chosen $107.38 (from GFE p2) 803. Your adjustetl origination charges (from GFE A) 1 727 38 804. Appraisal fee to E.J. Ko enhaver (from GFE #3) 80 , . 3517.00 5. Credit report to CBC lnnovis, tnc (from GFE#3) 3209 806. Tax service to Howard Hanna Mon a e Services (from GFE k3) 807 F 87.00 . lood cenificalion Io FDSI (Irom GFE#3) 13.00 BOB to 900. Items Re aired b Lender to be Paid In Advance 901, Daily interest charges from Irom 04/27/201210 OSN12012 (~ 516.4300/tlay (from GFE #10) 902. Mongage Ins. Premium for months to (hom GFE k3) 903. Homeowners insurance for months to Erie Insurance Exchan a (Irom G E #11) BO4. months to from GFE #11 1000. Reserves De balled vdih lender 65.72 449.00 1001.Inilial deposit for your escrow account (from GFE p9) 1002. Homeowner's insurance 4monlhsp$ 3742/month $14968 1003. Mongage Insurance months $ 0.00/month $ 1,582.27 1004. City Property Tax months $ O.OOlmwlh E 1005. County Property Tax 5 months $ 52.15/month 8260.75 1006. School Tazes 12 monNS $ 151.991monlh 51,623.86 1007. Aggregate Adjustment E-652.04 1100. Title Char es 1101. Title services antl lenders title insurance Irom GFE#4 1,43866 1102. seltlemenl or closing lee 10 $ 1103.Owner's title insurance~Slewad Title Guaranty Company (from GFE#5 250.00 1104. Lender's title insurance-Slewan Title Guaranty Company $1,333.75 1105. Lender's line policy limit $149,900.00 Lenders Policy 1706. Owner's title policy limit $199,900 00 Owners Policy 1107.Agent's podion of the total line insurance premium $1,282.44 1108. Underwriters portion of the total line insurance premium $30131 1109. Escrow fee for inheritance taxes to Bamslers Land Abslracl Ge 25.00 1200. Gavemmenl Recordln and Transfer Char es 1201. Government recording charges $ (from GFE#7) 15200 1202. Deetl $62.00 Mon a e 590.00 Release $ 1203. Transfer lazes $ (from GFE qB( 1,999.00 1204. City/County lax/stamps Deed $1,999.00 Mod a e$ 1205. Slate Taxlslamps Deed $1,99900 Man a e$ 1,999.00 1206. peed $ Mon a e $ 1207. $ 1700. Additional Settlement Char< ea 1301. Required services that ya can shop for (from GFE p6) 1302. Home Warranty Ic HSA 14900 419 0 1303. Pest lnspedion to . 1304. Reimburse tax certification to Barristers Land Abslracl General - H ig gg 1305. Escrow for inheritance taxes to Barristers Land Abslracl Eutaw- H 1306. 2012 Counly/Township lazes to Debra Basehore Wiest, Tax Collector 24,00000 625.81 1302 Final sewer (o Silver S tin Townshi Aulhoril 1308. Deed Preparation to Murrel R. Walters Ill Es : POC seller -_ , ~ r .. I ' 30.62 7,920.14 39,303.43 closing oy (n7orrower, (5(eller, (L)ender, (Qnveslor, Bro(Kler. "Credit by lender shown on page 1."'Credit by seller shown on page 1. Previous editions are obsolete Page 2 of 4 HUD-1 Com orison of Good Faith EsBmata GFE end HU0.tCha ` - ' es Char ea That Cannot Increase HU0.1LIne Number •~ ~ Gbod Faith EsBmete HU0.1 Our origination charge ,.,.., -. ~ A-&1p 940,E 940 W Your creditacharge(pbinls)fa the specdic in(aestJale chpsen g 802 . . 18238 18236 our adjusted origination charges ~ ~g.8Q3 1 12238 1 127 Transtertaxes `:1203 , 1,999.00 , .36 1,999.00 Cnar ea That in Total Cannotincrease Mdre Than 10%~ - a ~ Good Faith Eatlmate- - HUDd Government recoraing ch rges y 1201. 210.00 152 00 Appraisallce p.:804.~ 350.00 . 350 00 Credit repon >r: 805 50.00 , 32 09 Tax service . ; ` • y.606 r. F d ~ 100.00 . 87.00 loo cer~caUOn > ` r .+, p 807 i ..... 13.00 1300 Tdle sdrvices and endars1111eingurellce '• g11pL: ~ 1,430.75 1 438 68 Owpers Idle Insurance • Stewart Title Gpargnty Company, ,; p 1103;1 ,I ~„r .;:: 250.00 , . 250.00 r,`l: 1 ~ z,%aY..1 ~.:r4Tt II a :rtaY'j 1` ., r 2,403.75 2,322.77 r $ =80.96 o r -3.3689% Cha ea That Cen Chan a '- GoodBUh Ealimate HU0.1 Ipitlal depositla yourescrow account g 1801,: 2,509.38 1,502.27 Daly interesl cha~geg trem, 'p 981'y 16.4300Itla 65.72 65.72 Homeowners Insurance 7 ~ ,p 9p3?„ - 428.W 449.00 p. .~x r N R Loan Terms Yourinitial loco amountls- _ $lqg gggW Your loan term is 30. years Your iniBal Interest rate is-. - '. 4.0000% Yourinitialmonthly amounl owed for pdnnpal;interest, and anympdgage $715.65 includes insurance is X^principal " X^ Interest ':r ^ Mortgage Insurance Can you interesl role rise] „ X^ No. ^ Yes, it can rise to a maximum of %. The frsl change y will be on / I antl can change again every years after / I .Every +. change dale, your interesl rate can Increase or decease by %, Over the life of '- the loan, your interest rate is guaranleetl to never he lower Than %a higher Uan %. Even if you make payments on tlma, can your loan balance tlse7 4` X^ No ^ Yes it can rise t i f , r.. . , o a max mum o $ Even if you make paymentsbn Ilme, can your mpnthly amount owed for ," Q No. ^ Yes the Brsl inceasecan be on / / principa, interest; and mortgage Insura0ce dse? +' , antl the monthly amount owed can rise 10 $ '. The maximum it can eve rise la is $ Does yaui loan have a pepaymenl penally] ~~ ' ' ~ ~- ~ ~ ` 0 No. ^ Yes, your maximum prepayment penalty is $ Dces your loan have a balloon payment? ~' ,j7 ^X No. ^ Yes, you have a balloon payment of $ tlue in ~ ~ years on / / Total monthly amounl owed including escrow accoun(payments d ~ ^ You do not have a monhly escrow payment far items, such as progeny loxes and homeowners insurance. You must pay Ihese items tlireclly yourself X^ Vou have an additional monthly escrow payment of $241.56 Ihat results in a total initial monthly amount owed of $957.21. This includes principal interest, any ' mortgage insurance antl any items checked below: ~~ QPropeny taxes QHomeowner's insurance - _ ^ Flootl insurance ^ ^ ^ Note. If you have any questions about the Settlement Charges and Loan Terms listed on this farm, please contact your lender. Previous etlitions are obsolete Page 3 of 4 HUD-1 HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewetl the HUD-1 Settlement Slalement and 1a the best of my knowletlge and belief, it is a True and accurate statement of all receipts and tlisbursements made on my account or by me in This transaction I further certify that I have receivetl a copy of the HUQt Settlement Slalement. /~ ~ ~_ 1 Donaltl V. W¢hl ~ Mlc elle S Ichl 6 ESTATE OF MARLENE R. POPLASKI _/_" _ ~l c~--- I c__~1--~, ,~ ,. Theresa L Loncar, Executrix, The HU0.1 Settlement Statement which I have prepared is a Irue and accurate account o/this transaction. I have causetl or will cause the funds to be disbursed in accortlance with this statement. ~~~ ~~~~ SETTLEMENTB(S~NTr y~~~/~ DATE / ~ WARNING'. IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STAI ES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE ANO IMPRISONMENT. FOR DETAILS SEE TITLE 10' U.S. CODE SECTION 1001 AND SECTION 1010. previous editions are obsolete Page 4 of 4 HUD-t r r ,. Name of Borrower. Name of Seller. File Number Donald V. Wicht Estate of Marlene R. Poplasl;i 12-01-2-22fi13 Michelle S. Wicht TitleExpress Preparatl 04/27 2072 at 10:01 am Note: This page is furnished to give you an Itemization of the amounts shown on lines EtOt, 1103 and 1104 of the Settlement Statement (HUD-1 ). This page accompanies but is not a part of the settlement statement. If a discrepancy exists, the information shown on the Settlement Statement (HUD-1) apptles 100 T[tle C~879Qfrl~y.?t1~' r~ t•as a, .7. tx .~~ t o .M r .F ,: w. _Ii--i Y...w.s m" ~] ~ 1101. Ti11e services and lenders line insurance y i p j~~~ ,tr~r+V PiTyi ~,~ , ~8~FI8 y1: 1.i319~~~.~ ~a 1,478.68 'aia'O~f~rtl f. ~:'~~~~f+g - x'~W~IdS at 81{II$,~eflt H.,n;~+~ ., 'j~kgS. ~~„:i x~..:, a. Not Fees $ 35.00 b. Wire Fee-2 1000 c. Ovemighl Fee 14 93 d. Electronic Doc Transmittal Fee 45.00 $ 104.93 1102. Settlement or closin fee 1103. Ownefs lisle insurance policy) E 25000 250.00 1104. Lender's lisle insurance policy) 1,100.75 $ 1,337.75 a. Endorsement 900 EPL-Residential 50.00 b. Closing Service Letter 75.00 c. ALTA Shon Farm Loan 100.00 (Total 1103+1104) 1105, Leddef8 tlhe polld'aimit E149,90q. 0.3; a a,.i~. 1105, Oviner8011e`pdip ~IIm8~E1988 ,OD";~ ~+r F~y' 110T,A° is rOm~4f11te-lolaltltle lneulanCe mlUm :, sE [,282.44'~I 1108. UnderwdtArs rlibe'of fhe liital. Itle irisura0ce "rem. - -~ 701.31" yTplaI1107+1905) ' 1109. 1110, 1111. 1112. r ,~~ 11D0 TIN4Cha ll°' `Pe eer^v~r~~~, ~`$1 i1:s ~"'~ - ~ 1 ~ - . . a a. r. 1101 Ti11e services and lender's title insurance ~ $ 8'~i E a^"~'~itd ~^, . a. Notary Fees to Untla McBe(h 35.00 35.00 b. Wire Fee -2 to Barristers Land Abstract Wire - Hbg 10.00 10.00 c. Overnight Fee lc Bartislers Land Ahslracl Postage - Hbg 14.93 14.93 d. Electronic Doc Transmital Fee to Barristers Land Abstract General - Hbg 45.00 g5,g0 1104. Lenders title insurance to Barristers Land Abstract Company 1,333.75 1,333.75 . ~3,~:., . '': `w ,^'L!k"s-, " 4".p.".', E'~»5. 3,q. _gw" x., .?':,a "' u "cti .w w: `:l,d. se .;i ~.r ~ ~ J '-.~~~.~L\•'=' Date 4/27/12 o` D nald V. Wicht ~~.~.~,~ ate 4/27/12 ichelle 5. Wicht