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HomeMy WebLinkAbout10-17-12 (2)BOSWELL, TINTNER & PICCOLA COUNSELORS AT LAW 315 NORTH FRONT STREET HARRISBURG, PA 17101 LEONARD TINTNER JEFFREY E. PIOCOLA b nl 236-93n JEFFREY R. BOSWELL FAX (~ I ~) 236-931e KEVIN D. OILLESPIE WWW.pTPALAW.COM October 16, 2012 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Cumberland County Court House Room 102 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Joseph J. McGrail, III File No. 21-11-1061 Dear Ms. Strasbaugh: WILLIAM D. BOSWELL 4943.1999) I am enclosing herewith two (2) copies of the Inventory (Supplemental) and two (2) copies of an Amended REV-1500 Inheritance Tax Return. The originals are to be filed, and the copies "clocked in" and returned in the enclosed stamped self-addressed envelope. I am enclosing a check to your office in the amount of thirty ($30.00) dollars to cover the cost of filing same. Thank you for your cooperation. s+ `~ v~ a _~ _ ~. -~'- ~ `~O c ?U .~_ : .,x ,- ,:. , . ,~o r: : t- z ~,,..; =:~T:j~ , ':,~~ %~ c:; v 'rz~' v ~~~ o °'Encf~su res~ rcti: Sincerely, L~ ~N-t+Li /~ I ~ Leonard Tintner cc: Lois C. Loz, Executrix (w/encl.) INVENTORY (Supplemental) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-11-_1061 Lois C. Loz Personal Representative(s) of the Estate of Joseph J. McGrail III deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a randum :It the end of Is Inventory. I verify that the statements made in this Inven- /Y tory are true and correct. I understand that false state- ~~ ~'c" Lois C. Loz ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to - - - authorities. Attorney -- (Name) i , Ulre (F'm'/ Boswell Tintner & Piccolo _ _~_ -_._ (Address) 315 N. Front Street, Harrisburg, PA 17101 (Telephone) 717-236-9377 (Supreme CouR I.D. No.) 06859 DATE OF DEATH I LAST RESIDENCE 1316 Carlisle Road DECEDENTS SOC. SEC. N0. 08/24/2011 Camp Hill PA 17011 FIGURES MUST BE TOTALED Personal Pro ertv Cash ............................................................................................... Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ Total Real Property...~~.Y.ia,}]ltiS~..ktY...k2Qd}r74~~de sale Total Personal and Real Property ........................ 3,719.94 10,015.00 13,734.94 85,000.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may at the election of the personal reFlresentative include the value of each item, but such figures should not be extended into the total of the Inventory. (See LO Pa. C.S. § 3301(b)) Form RW-09 Rey. to-f3-aoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-11-1061 GATE OF DEATH LAST RESIDENCE 1316 Carlisle Road DECEDENT'S SOC. SEC. N0. 08/24/2011 Camp Hill PA 17011 ~e3Stl AAA Central Pennsylvania -refund 31.25 Blue C`irOSS Blue Shield -refund 15.13 Insurance Proceeds 1,113.69 Ohio Casualty Insurance Co. -return of premium - (auto coverage) 181.00 PNC Bank -Checking Account No. 5140286381 -close account 2,378.87 Total Cash 3,719.94 Personal Pry 2004 Subaru Legacy Sedan 10,015.00 Total Personal Property 10,015.00 Real Estate -one story ranch home located in Lower Allen Township, Iumberland County, PA, known as 1316 Carlisle Road, Camp Hill, PA 1011. See Deed Book 173, page 487,'Recorder of Deeds, Cumberland County, PA -- Tax Parcel #113-23-0545-368. Said real estate was originally listed on REV-1500, filed 8/8/12, at the appreised valuation of $121,000. Unfortunately, it was sold for "gross amount" of $85,000 --see settlement sheet attached. Total Real Estate 85,000.00 85,000.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 98 734 94 !~~1~'~~` A. Settlement Statement (HUD-1) "Nltl"ppr°°al"° "°`°`b' sir 1. ^ FHA 2. ^ RHS 3. ^Conv. Unins 6. File Number: 7. Loan Number: - 8. Mortgage Insurance Case Number 12-01$25300 4. ^ VA 5. ^Conv. Ins. C. Nd[a This form is furnishe , , qi sememene costs. Amounts paltl to and by the sel "(poc)"were pall nutsitle the dosing the are sh h llement agents are shown Items marketl , y own ere for informational purposes and are not inclu ded in the totals. D. Name 8 Address otBoTOwer'. E Name 8 Address of Seller' F. Name 8 Address o/Lend ' Sunny Beach LP Estate of Joseph J. McGrail er d50 Val'ey Road Etters, PA 77319 1316 Cadlsle Road, Camp HIII, PA 17011 G. Property Location: 1316 Carlisle Road H. selllement Agent: I. Settlement Date: 09/25!:?012 Camp Hill PA 17011 Barristers Land Abslrad CpmpanY Disbursement Dale: 09/2'/2012 , 'Lower Allen Township 3310 Markel Gtreel, Camp Hill, FA 17011 Telephone. 717-761-fi790 Fax. 717-761-0072 Place of Settlement 3370 Market Slreel, Camp Hill PA 17011 TitleExpress , Printed 09/2 V2012 at 4;05 pm by JE mw orou Nm0unl uue from BOrfOWer 101 ~ Contrad sales price 400. Grass Amount Due to Seller -- 702. Personal progeny 85,000.00 401. Contract sales price 85,000.00 103. selllement charges to borrower (line 1400) 104 1,96450 402. Personal ro ert 403. . 105. 404, 405. Atl ustments for items aid h seller in advance 106 Ad'ustmenls for items aid h seller In atlvance . Cityllown taxes to 406. City/town taxes to 107. County taxes 09/268012 to 12/31/2012 158.41 407. County loxes 09125/20121° 1213 7 /201 2 108 Sci~ool saxes 09/25/2012 to 06/3012013 907.90 156.41 406. School Taxes 09/25/201210 0613012013 109. Sewer 0 912 5 /2 01 2 tc 091308012 3S9 907.80 409. Sewer 091251201210 0913012012 710. Trash Credit 49.80 3.59 410. Trash Cretlil 771. 49.80 411, 112. 412 t20. Gross Amount Due ham Borrower 118,082.20 . 420. Groat Amount Due to Seller 200. Amounts Paid by or In Behalf of Bor wer 86,117.70 201. Deposd or earnest mone y 500. Reductions In Amount Due to Seller 202. Prmclpal amount pf new loan(s) 1,500.00 501. Excess deposit (see instmcfions) 203. Existing loarysl taken subjed tp 502. Settlement charges to seller (line 1400) 7,382.75 204. 503 Exislin loans taken suti ect to 205. 504. Pa off of first mon a e loan 206. 505. Pa oft pf second man a e loan 207. 5~' 507. 208. 508. 209 Adjustments for items unpaid by seller 509. 210. ply/town loxes Ip Atl ustmenla For items un aid h seller 211. County taxes l0 510. Cilyltown loxes to 212. School Ta.:es to 511. County taxes (p 213. 512. School Taxes to 513. 214 215. 514. 515 216. . 217 516. 218. 517. 518 219 . 220. Total Pald bylfor Borrower 1,500.00 519. 520. Total Reduction Amount Due Sell 700. Lash at Settlement fromka Bamower er 7,382.75 301. Gross amount due from bonower (line 120) 8 600. Cash at Settlement lolfrpm Seller 8,082.20 702. Less amounts paid byflor borrower (line 220) 601. Gross amount due to seller line 420 ( ) 66,117.70 1,500.00 602. Less reductions in amount due seller (line 520) 107. Cash Q From ^ To Borrower 86,582.20 603. Cash X To ^ ^ From Seller 7,382.75 78 Ilwm~unbul'degryse anenllvveW OMa ~mnlml numeer. No unfdenYal4YY ours]~INem.anai.n.......n.i~....i- .._ ~_ ,734.95 povNe Pa W~lu laegEdGl mvergbeneeMm wN~lnbrmellon ttvlryine ee evious editions are obsolete Page 1 of 4 HUD-1 ~M~IAl11 M 111y111111Y 1~ ' - - - - ' ----- -~~ .-rte ~~ ..~~ml uy serer mown on page 1. ' ~ HUD CERTIFICATION OF BUYER AND SELLER I ha.~a carefully reviewetl the HUD-1 Settlement Statement antl to the best o(my knowlodge and be Lef, it is a true antl accurate statement of all receipts antl 'lisbursements matle on my account or by me in this Iransadion. I further certify that I have receiveb a copy of the MU0.1 Settlement Statement. 1 SUNNV 6EACt1 LP ~,, .~./// ~ ~/ "l i by ~ eorge S. FI gtlMem er, ESTA~ SEPH J. MCGFIAIL Lois C. Loz, Executrix, the HUD-1 Settlement Statement which I have preparetl is a Irue antl accurate tlisbursetl in accortlance with this statement. I have causetl or will cause the fund: to be ~~Ar S TlE GENT C, ~ /~ DATE NARNING: IT IS A CREME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENAI-TIES UPON 70NVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S, CODE SECTION 1001 ANO SECTION 1010. are obsolete aovlsod sn O~ w o m c b ~, M ~ E N ~ o N '~ n fA o °m o a3~svF~ r s ~~ o $ ~.p ~. c_~~S ~'>l: U r ~JCn i1 C!~ i- :-j' ~j ~ O ~i. [t~ «V w O B G W W x O C 7 U E U w ~ q O ~" a W z ~ ~, ~ m r•C U W r~ a ~ 0. 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