HomeMy WebLinkAbout12-11-12 (2)
J
REV-1500 EX -10) 1505610140
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 1 2 0 2 4 7
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 6 2 2 2 7 1 2 7 0 2 1 2 2 0 1 2 0 8 1 8 1 9 2 9
Decedent's Last Name Suffix Decedent's First Name MI
R A U D A B A U G H V I R G I N I A L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 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 after 12-12-82)
0 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
R 0 G E R B- I R W I N E S Q U I R E 71 7 2 9 2~3 5 3
C_ M
ISTER OF* ILLS E4JNLY
Cp : O r-" U
M zr C-~ c-D c!) 7o
First line of address p 1 P1 Ort
t--►
71 ;Z~ 4z)
I R W I N & M c K N I G H T P C
Second line of address
6 0 W E S T P 0 M F R E T S T R E E T M
y
City or Post Office State ZIP Code DefC} FILEL% C-1
,a
C A R L I S L E P A 1 7 0 1 3
Correspondent's e-mail address:
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 complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATU OF P SON.RESPON IBLE R FILI RETURN DATE
Imo//~v
ADDRE S`
2 FAIRFIELD LANE MECHANICSBURG PA 17050
SIGNATURE F P EPARER OT ER TH REPRESENTATIVE DAT
ADDRESS
60 WEST FRET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140 J
1505610240
REV-1500 EX
Decedent's Social Security Number
DecedeffsName: VIRGINIA L. RAUDABAUGH 1 6 2 2 2 7 1 2 7
RECAPITULATION
1. Real Estate (Schedule A) 1. 1 4 4 0 0 0. 0 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.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 1 6 7 0 . 0 0
6. Jointly Owned Property (Schedule F) ❑ Separate Billing Requested 6. 1 3 2 2 . 1 7
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested 7.
8. Total Gross Assets (total Lines 1 through 7) 8. 1 4 6 9 9 2 . 1 7
9. Funeral Expenses and Administrative Costs (Schedule H) 9. 2 1 4 9 1 . 3 8
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) 10. 2 8 2 4 9 . 2 3
11. Total Deductions (total Lines 9 and 10) 11. 4 9 7 4 0 . 6 1
12. Net Value of Estate (Line 8 minus Line 11) 12. 9 7 2 5 1. 5 6
13. Charitable 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. 9 7 2 5 1. 5 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. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 9 7 2 5 1. 5 6 16. 4 3 7 6. 3 2
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18. 0. 0 0
19. TAX DUE 19. 4 3 7 6. 3 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
1505610240 1505610240 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 12 0247
DECEDENT'S NAME
VIRGINIA L. RAUDABAUGH
STREET ADDRESS
28 NOTTINGHAM DRIVE
CITY STATE ZIP
MECHANICSBURG PA 17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 4,376.32
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits (A + B) (2) 0.00
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3)
Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,376.32
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? ❑ X❑
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ❑ ❑X
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ❑ X❑
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ❑ 191
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
tt11 Ty• p
J
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. §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 blood or adoption.
REV-1502 EX+ (01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
VIRGINIA L. RAUDABAUGH 21 12 0247
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined 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 jointly-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. 28 NOTTINGHAM DRIVE, MECHANICSBURG, PENNSYLVANIA 144,000.00
SOLD - SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on Line 1, Recapitulation.) $ 144 000.00
If more space is needed, use additional sheets of paper of the same size.
REV-1508 EX+ (11-10)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN CASH, BANK DEPOSITS, & MISC.
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
VIRGINIA L. RAUDABAUGH 21 12 0247
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PERSONAL PROPERTY - APPRAISAL ATTACHED 1,670.00
TOTAL (Also enter on Line 5, Recapitulation) $ 1,670.00
If more space is needed, insert additional sheets of paper of the same size
UEV-1509 EX+ (01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
• INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
VIRGINIA L. RAUDABAUGH 21 12 0247
If an asset was made jointly owned within one year of the decedents date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) 'ADDRESS RELATIONSHIP TO DECEDENT
A. STEPHANIE A. MADDEN 2 FAIRFIELD LANE DAUGHTER
MECHANICSBURG, PA 17050
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. M&T BANK 1,684.27 50. 842.14
CHECKING ACCOUNT #2670008586
2. A. M&T BANK 500.04 50. 250.02
SAVINGS ACCOUNT #25004920039581
3. A. M&T BANK 460.02 50. 230.01
SAVINGS ACCOUNT #25004920036991
TOTAL (Also enter on Line 6, Recapitulation) $ 1,322.17
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania SCHEDULE H
_ DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
VIRGINIA L. RAUDABAUGH 21 12 0247
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 954.49
2. FUNERAL LUNCHEON 682.55
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2. Attorney Fees: IRWIN & MCKNIGHT, P. C. 7,600.00
3. Family Exemption: (If decedents address is not the same as claimants, attach explanation)
Claimant
Street Address
city state ZIP
Relationship of Claimant to Decedent
4. Probate Fees: REGISTER OF WILLS 307.50
5 Accountant Fees:
6. Tax Return PreparerFees: PATRICIAA. ROSENDALE, CPA 375.00
7. REGISTER OF WILLS - FILING FEE 30.00
8. CLOSING COSTS FROM SALE OF REAL ESTATE - SETTLEMENT SHEET 10,901.97
9. THE SENTINEL - ESTATE NOTICE 189.54
10. CUMBERLAND LAW JOURNAL - ESTATE NOTICE 75.00
11. ROY D. GOTTSHALL - APPRAISAL ON PERSONAL PROPERTY 65.00
12. CHEMDRY - CARPET CLEANING 310.33
TOTAL (Also enter on Line 9, Recapitulation) $ 21 491.38
If more space is needed, use additional sheets of paper of the same size.
AEV-1512 EX+ (12-08)
pennsylvania SCHEDULE
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
VIRGINIA L. RAUDABAUGH 21 12 0247
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. DEBRA BASEHORE WIEST, TAX COLLECTOR 838.23
REAL ESTATE TAXES (PRORATED)
2. DISCOVER BANK - CREDIT CARD CLAIM 893.36
9
3. M&T BANK - INSTALLMENT LINE OF CREDIT 1,767.44
4. M&T BANK - MORTGAGE LOAN - SETTLEMENT SHEET 22,787.58
5. PA WATER COMPANY - WATER 205.95
6. UGI - UTILITY 283.23
7. SILVER SPRING AUTHORITY - SEWER 424.00
8. PP&L - ELECTRIC 347.70
9. AARP - HOMEOWNERS INSURANCE 638.96
10. HANGER CARES - LEG IMMOBILIZER - MEDICAL 62.78
TOTAL (Also enter on Line 10, Recapitulation) $ 28,249.23
If more space is needed, insert additional sheets of the same size.
PEV-1513 EX+ (01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
VIRGINIA L. RAUDABAUGH 21 12 0247
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 [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. MELVIN D. RAUDABAUGH Lineal 32,417.19
3 E. MAIN STREET 1/3 REMAINDER
NEW KINGSTOWN PA 17072
2. STEPHANIE A. MADDEN Lineal 32,417.19
2 FAIRFIELD LANE 1/3 REMAINDER
MECHANICSBURG, PA 17050
3. RICHARD W. RAUDABAUGH, JR. Lineal 32,417.18
6607 NORFOLK PLACE 1/3 REMAINDER
HARRISBURG, PA 17111
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.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
I, VIRGINIA L. RAUDADBAUGH, of Silver Spring Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executrix to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
three (3) children, MELVIN D. RAUDABAUGH, STEPHANIE A. MADDEN and RICHARD
W. RAUDABAUGH, JR. share and share alike, the child or children of any deceased child
taking the share their parent would have taken if living.
4. Should MELVIN D. RAUDABAUGH be deceased, then his share shall go to his
children, ZACHARY DAVID RAUDABAUGH, AARON JOSEPH RAUDABAUGH, PETER
ANDREW RAUDABAUGH and SARAH MAE RAUDABAUGH in equal shares. Should
STEPHANIE A. MADDEN be deceased, then her share shall go to her children, NATHAN
SCOTT SCHWARTZ and ERIC ANDREW SCHWARTZ in equal shares. Should
RICHARD W. RAUDABAUGH, JR. be deceased, and because he has no children of his own,
his share shall be divided equally between my six (6) grandchildren named above.
5. Should any portion of Paragraph No. 4 take effect, and any grandchild be under the
age of twenty-one (21) years, then their share is to be held in TRUST by ROGER B. IRWIN,
ESQUIRE, of Carlisle, Pennsylvania, and be used by said TRUSTEE for their health, education
and maintenance. When each grandchild reaches the age of twenty-one (21) years, then said
TRUSTEE shall distribute his or her share to him or her.
6. I nominate and appoint STEPHANIE A. MADDEN to be the Executrix of this my
Last Will and Testament; she is to serve as such without bond. Should she die before my
death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered,
I nominate and appoint MELVIN D. RAUDABAUGH and RICHARD W. RAUDABAUGH,
JR. as substitute Co-Executors, also to serve as such without bond, with the same powers as are
given herein to my Executrix.
7. I hereby suggest that my personal representative retain the services of Irwin &
McKnight as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /0 day of
200
(SEAL)
IRGIN
IA L. UDABAUG
2
Signed, sealed, published and declared by VIRGINIA L. RAUDABAUGH, the above-
named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her presence and in the presence of each other have subscribed our names as
witnesses hereto.
3
e •
ACKNOWLEDGMENT AND AFFIDAVIT
WE, VIRGINIA L. RAUDABAUGH, MARTHA L. NOEL and SHARON L.
SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will and Testament, that she had signed
willingly, that she executed it as her free and voluntary act for the purpose herein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of
age or older, of sound mind and under no constraint or.undue influence.
VIRGINIA UDABAUG
THA L. OEL
SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by VIRGINIA L. RAUDABAUGH,
the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and
SHARON L. SCHWALM, witnesses, this 1o' day of April, 2005.
COMMOE R II~NSYLVANIA
otanal Seal
Roger B. Innnn, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Oct. 3. 2008
Member, Pennsylvania Association Of Notaries
4
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QP HQ OMB Approval No. 2502-0265
rn HUD-1
* * A. Settlement Statement (HUD-1)
OG ~ ~ tiz
P
8044 DEVVO Page 1 of 3
B. Type of Loan
1. ❑ FHA 2. ❑ RHS 3. X❑ Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
4.[] VA 5.~ Conv.Ins. 4012028S2-CB 7126274658
NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked '(p.o.c.)' were paid outside the closing; they are shown here for informational purposes and are not included in the
totals.
D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender
JANE E. REEDER STEPHANIE L. MADDEN, EXECUTRDC OF THE ERA HOME LOANS
900 EAST COOVER STREET ESTATE OF VIRGINIA L RAUDABAUGH 1 MORTGAGE WAY,
MECHANICSBURG, PA 17050 28 NOTTINGHAM DRIVE MOUNT LAUREL, N3 08054
MECHANICSBURG, PA 17050
G. Property Location H. Settlement Agent
SECURED LAND TRANSFERS, LLC
28 NOTTINGHAM DRIVE, 485 ST. JOHNS CHURCH ROAD,
MECHANICSBURG, PA 17050 SHIREMANSTOWN, PA 17011
COUNTY: CUMBERLAND Phone : (717) 901-8342
PARCEL ID: 38-19-1621-219 Place of Settlement I. Settlement Date 11/12/2012
TOWNSHIP: SILVER SPRING TOWNSHIP
1068 HARRISBURG PIKE Disbursement Date 11/12/2012
CARLISLE, PA
7. Summa of Borrower's Transaction K. Summa of Seller's Transaction
100. Gross Amount Due from Borrower 400. Gross Amount Due to Seller
101. Contract Safes Price $144,000.00 401. Contract Sales Price 144 000.00
102. Personal Property 402. Personal Property 103. Settlement charges to borrower line 1400 $6,030.90 403.
104• 404.
105. 405.
Adjustment for Items id b seller in advance Adjustment for items aid seller in advance
106. City/Town Taxes 406. C l own Taxes
107. County Taxes 445.94/ 11112/2012 to 1/1/2013 60.92 407. County Taxes 445.94 r 11/12/2012 to 1/l/2013 60.92
108. Assessments 408. Assessments
109. School Taxes 1 305.61/ r 11/12/2012 to 7/1/2013 26.29 409. School Taxes 1,305.61/ r 11/12/2012 to 7/1/2013 $826.29
110. 1tth Quarter HOA Due 50.00/qtr for 11/12/2012 to $27.17 410. 41h Quarter HOA Due 50.00/qtr for 11/12/2012 to
1/1/2013 $27.17
111. 411.
112. 412.
120. Gross Amount Due from Borrower 1$150,945.28 420. Gross Amount Due to Seller 144 91438
200. Amounts Paid by or in Behalf of Borrower 500. Reductions In Amount Due to Seller
201. Deposit or earnest money $2 000.00 501. Excess De its
202. Principal Loan Amount from ERA Home Loans $215,200.00, 502. Settlement Charges to Seller $18,901.97
203. Existing loans taken sub ect to 503. Existing loans taken subject to
204. 504. Payoff of First Mortgage Loan to M&T Bank $22,787.58
205. 505.
206. 506.
207. 507.
208. 508.
209. 509,
Adjustments for items unpaid seller Adjustments for items unpaid b seller
210. Ci /Town Taxes 510. G own Taxes
211. County Taxes 511. County Taxes
212. Assessments 512. Assessments
213. Seller Paid Closing Costs $0,400.00 513. Seller Paid Closing Costs $6,400.00
214. 514.
215. 515.
216. 516.
217. S17.
218. 518.
219. 519.
220. Total Paid /for Borrower $123,600.00 520. Total Reduction Amount Due Seller S5
300. Cash at Settlement from/to Borrower 600. Cash at Settlement to/from Seller
301. Gross amount due from borrower line 120 150 945.28 601. Gross amount due to seller line 420 -M,214 .38
302. Less amounts 29 id by/for borrower line 220 123 600.00 602. Less reductions in amount due seller line 520 089.55
303. Cash X From To Borrower 27,345.28 603. Cash X To From Seller 96,824.83
The Public Reporting Burden for this colktition of irdonnation is estimated at 35 minutes per response for collecting, reviewing, and reporting the data. This agency may not
collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. No confidentiality is assured; this d'sd ure A
is mandatory. This is designed to provide the parties to a RESPA covered transaction with information during the settlement process.
Initial
l~o\
401202852-CS HUD-1 Page 2 of 3
L. Settlement Charges
700. Total Real Estate Broker Fees $8571.00
Division of Commission line 700 as follows: Paid From Paid From
701. 248.00 to RE MAX Real Professionals $4,073 t 175 Borrower's Funds Seller's Funds
At Settlement At Settlement
702. 323.00 to ERA NRT LLC 128 + 395
703. Commission id at settlement 195.00 $8,376.00
704.
800. Items Payable in Connection With Loan
801. Our origination cha a 585.00 from GFE #1
802. Your credit or charge (points) for the specific interest rate chosen 27.00 from GFE #2
803. Your ad usted origination charges from GFE A 612.00
804. Appraisal Fee to STARS from GFE #3 540.00
805. Credit report to CBC INNOVIS INC. from GFE #3 $11.20
806. Tax Service from GFE #3
807. Flood Cert. Fee from GFE #3
808. Lenders Inspection Fee to STARS 155.00
809. Credit Scoring Fee to FNMA 16.75
900. Items Required by Lender to Be Paid In Advance
901. Daily interest charges from 11112/2012 to 11/30/2012 a 11.14/day ERA
Home Loans (from GFE #10) $211.66
902. Mortgage Insurance Premium from GFE #3
903. Homeowner's Insurance Erie Insurance Exchange POC 614.00 from GFE #11
904.
1000.1teserves Deposited with Lender
1001. Initial deposit for our escrow account from GFE #9 875.79
1002. City Property Taxes 10.0000 month(s) 0 37.16 / month(s) to ERA Home $371.60
Loans
1003. School Taxes 6.0000 months @ 108.8 months to ERA Home Loans 652.80
1004.A ate Accounting Ad'ustment to ERA Home loans -$148.61
1005.
1006.
1007.
1100.Tltle Charges
1101. Title services and lenders title insurance to Seared Land Transfers LLC from GFE #4 $1,500.00 225.50
1102. Settlement or closing fee to Secured Land Transfers LLC 225.00
1103. Owner's title insurance to Seared Land Transfers LLC from GFE #5 140.00
1104. Lenders title insurance to Secured Land Transfers, LLC $1,180.00
1105. Lender's title policy limit $115,200.00
1106. Owner's title policy limit $144,000.00
1107. Agent's portion of the total title insurance premium to Secured Land $1,188.00
Transfers, LLC
1108. Underwriter's portion of the total title insurance premium to TRGC-Sale 132.00
1109. Insured Closing Protection Letter to TRGC 75.00
200.6ovemment Recording and Transfer Charges
1201. Government recording charges from GFE #7 $164.00
1202.Oeed 62.00 Mortgage 24 Pages) 102.00 Releases
1203. Transfer taxes from GFE #8 1440.00
1204.City/County tax/stamps Deed 1440.00 Ma e$
1205.State tax/stamps Deed 1440.00 Mortgage $1,440.00
1206.
1300.Additional Settlement Charges
1301. Required services that you can shop for from GFE #6 19.50
1302. Flood Certificatlon Fee to STARS 19.50
1303. Home Warranty to American Home Shield $500.00
1304. Escrow for Inheritance Taxes to Seared Land Transfers - Mechanicsburg; $8,000.00
1305. Home Radon, and Pest Inspection to Alpha Home Inspections POC(B)
50.00
1306. Final Sewer Bill to Silver Spring Township Authority 155.47
1307. HOA Resale Cert. Fee to Sowers Real Services 100.00
1308.4th Quarter HOA Dues to Southfield Crossing HOA 50.00
1309. HOA Transfer Fee and Next Quarters HOA Due to Southfield Crossing HOA 150.00
1310. Repair Service Conduit to W. S Carey Electric 55.00
1400.Total Settlement Charges (enter on lines 103, Section 3 and 502, Section K) $6,030.90 $18,901.97
If you have any questions about the settlement charges and loan terms listed on this form, please contact your lender. Settlement agent is not responsible for content of
lender's assessments on HUD.
The sellers and borrowers signatures hereon acknowledge their approval and signify their understanding that tax and insurance proration and reserves are based on
figures for the preceding year or supplied by others or estimated for the current year, and In the event of any change for the anent year, all necessary adjustments will be
made between borrower and seller directly. Any deficit delinquent taxes or mortgage payoffs will be prompty reimbursed to the settlement agent by the seller.
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it Is true and accurate statement of all receipts and disbursements
made on my account or by me in this transaction. I further oe ft that I have received a copy of the HUD-1 Settlement Statement.
E f~ SELLERS
((J~ phanle L Madden, Execuft of The Estate of inia L Raudabaugh
Ja Reeser p,n JA By: phanie Madden, Executrix
The HUD-1 Settlement Statement which I have prepared Is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in
accordance with this statement
Settlement Agent Date
v/./!`1'l' / t a e-' r`so ' ~ 111122012
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® M&TBank
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Phone 888-502-4349
Fax (302) 934-2955
March 14, 2012
Irwin and McKnight PC
60 West Pomfret Street
Carlisle, PA 17013-3222
Re: Estate of Virginia L Raudabaug_h
Social Security: 162-22-7137
Date of Death: February 12, 2012
I ~ -
Dear Sir or Madam:
Per your inquiry on February 27, 2012, please be advised that at the time of death, the above-named decedent
had on deposit with this bank the following:
1. Type of Account Checking Account
Account Number 2670008586
Ownership (Names of) Stephanie A Madden
Virginia L Raudabaugh
Opening Date 08115194
Balance on Date of Death $1,684.27
Accrued Interest $ .00
Total _
$1,684.27
2. Type'ofAccount Savings Account
Account Number 25004920039581
Ownership (Names of) Stephanie A Madden
Virginia L Raudabaugh
Opening Date 10108193
Balance on Date of Death $500.03
Accrued Interest $ .01
Total
$500.04
3. Type of Account Savings Account
Account Number 25004920036991
r"
Ownership (Names of) Stephanie A Madden
Virginia LRaudabaugh
Opening Date 11119109
Balance on Date of Death $460.01
Accrued Interest $ .01
Total $460.02
4. Type of Account Installment Loan
Account Number 12044453671906001
Ownership (Names o) Virginia L Raudabaugh
Opening Date I M6107
Balance on Date of Death $1,767.44**This amount is not to be
used for payoff purposes. Fora payoff"
balance, please call 1-800-724-2440
Current Balance $1,75734 This balance is not a payoff
balance
5. Type of Account Installment Loan
Account Number 12044453735784998
Ownership (Names of) Virginia L Raudabaugh
Opening Date 12103107
Balance on Date of Death $18,735.13**This amount is not to be
used for payoff`' purposes. For a payoff
balance, please call 1-800-724-2440
Current Balance $22,714.20 This balance is not a
payoff balance
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RILLU'S RESTAURANT
L1ate: 2/16/2012 Time: 7:23:22 PM
StaCus: Approved
Card Type: Visa
Card Number: XXXXXXXXXXXX7278
Snipe/Manual: Swipe
Server Name: 106 - Ashley
Check Number: 238691
Check Name:
Tab Number: 200
!'rofit Center: 3 - Dining Room
Number Of Covers: 14
Persons: 1
("aid Owner: RAUDABAUGH/VIRGINIA I_
AMOUNT 578.43
GRATUITY 0~~.0~~0
TIP
TOTAL. (ofd's y
Approval: 036097
Customer Copy
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Payable To: DEBRA BASEHORE WIEST Office Hours: MONDAY 9-12; TUESDAY 9.11 AM Bill No: 4878
289 WOODS DRIVE ALSO 4/18 & 4/25,5-7 PM Bill Date: 3(1/12
MECHANICSBURG, PA 17050-2635 CALL FOR HOURS AFTER JUNE 26 Control No:3838002905
PHONE (717) 697-1294
MAP NO: 384Assessed Value: Land: 32,800 Improvement: 123,700 Total: 156,500
Dear.: 28 NOTTINGHAM DRIVE
Acres 0.06 Discount Face Penalty
SOUTHFIELD CROSSING County RE 1.902 $291.71 $297.66 $327.43
LOT 10-B PH 2 PS 66 PG 131 Coun ' Lib .143 $21.93 $22.38 $24.82
~I~III~IN111~18Y>~I~IBIIpII~~~~811 a 0.8045 $123.38 $138.49
ICI l ~I OUNT DUE $437.02 $445.94 $490.64
$1.00 FEE FOR ADDITIONAL s 1) p1 Of Payment Is On 311/12 thru 4/30/12 5/1/12 2 7/1/12 or Later
Tax Payer,
RAUDABAUGH, VIRG1141A L
28 NOTTINGHAM DRNE
MECHANICSBURG, PA 17050-2844 A
.
TAXPAYER'S COPY - KEEP THIS PORTION FOR YOUR RECORDS
•
Payable To: DEBRA BASEHORE WIEST Office Hours: MONDAY 9-12; TUESDAY 9-11 AM Bill No: 6991
269 WOODS DRIVE ALSO 4/18 & 4125,5-7 PM Bill Date: 3/1/12
MECHANICSBURG, PA 17050-2635 CALL FOR HOURS AFTER JUNE 26 Control No:38-002824
PHONE (717) 697-1294
OCC
I~lBI~~~I~Nif COUNTY OF CUMBERLAND Discount Face Penalty
i1VI1Bl COUNTY PC $4.90 $5.00 $5.50
$1.00 FEE FOR ADDITIONAL REC P OF SILVER SPRING
k4qN
Tax Payer: ~
PC $4.90 $5.00 $5.50
VIRGINIA L. RAUDA13AUGH rv C ' N OCC 0.000 $0,00 $0.00 $0.00
28 NOTTINGHAM DRIVE • TAX AMOUNT DUE
MECHANICSBURG, PA 17 $980 $10.00 `$11.00
C If Date Of Payment Is On 3!1/12 thru 4130112 5/1/12$irttbl3 7/1/12 or Later
TAXPAYER'S COPY - KEEP THIS PORTION FOR YOUR RECORDS
NOTICE OF CLAIM
a
(Filed Pursuant to 20 Pa.C.S. § 3532)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF VIRGWIA L RAUDABAUGH , DECEASED
-No:.21120247
To the Clerk of the Orphans' Court Division:
Enter the claim of Creditor(s) listed on attached claim detail in the
(Claimant)
amount of $ 893.36 , against the above entitled Estate.
The Decedent, who resided at 28 NOTTINGHAM DR
(Street Address)
MECHANICSBURG PA 170502644 died on 2/12/2012 Written notice of
(Date of Death)
said claim was given to ROGER IRVING
(Personal Representative or his/her counsel)
at 60 WEST POMFRET ST
CARLYLE, PA 17013
SEP 2 6 2012 (Address)
S EP Diane Arndt
on (Date) 4-AA atX& Authorized Representative
(Claimant)
C/O DCM SERVICES 7601 PENN AVE S SUITE
A600
(Street Address)
N/A N/A MINNEAPOLIS, MN 55423-5004
(Claimant's Counsel) (Supreme Court I.D. No) (City, State, Zip)
N/A
(Address)
N/A
N/A
vlephone)
'C-07 rev. 10.13.06
KEY: Case Number:
' Line 1 Account No 211.20247
Line 2 - Creditor/Claimant
Line 3 - Balance PF Reference No:
CL466010
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII ccim
CL466010
CLAIM DETAIL
IN RE ESTATE OF: VIRGINIA L RAUDABAUGH
Claim detail is as follows:
************1145
DISCOVER BANK
$893.36
UNSECURED.
THE DECEDENT PURCHASED GOODS AND/OR SERVICES IN THE AMOUNT OF
$893.36, EVIDENCED BY ACCOUNT NUMBER ************1145.
Claim Balance: $ 893.36
219 North HanoverStreet
Carrale, Pennsylvania 17013
717.243.4511
toll free 1.866.451.4511
ell
fox 717243.3723
Fwm.- wwwmoth.com
,r FUNERAL HOME & CREMATORY, INC. into@hoftmanrolh.com
March 8, 2012
Stephanie Madden
2 Fairfield Lane
Mechanicsburg, PA 17050
Statement of Funeral Expenses for: Virginia L Raudabaugh -
Date-of -Beath: 'February-42.40122-
Acxnu-atld _16473-0 2_
PACKAGE:
Immediate Cremation, Memorial Service at Another Facility
OPTION 4 - Cremation $ 2.190.00
Sub Total: $ 2,190.00
FACILITIES~AND~PROFESSIONAL SERVICES:
Equipment and Staff for Graveside Service $ 190.00
Sub Total: $ 190.00
MERCHANDISE:
Outer Container Universal Urn Vault $ 240.00
- Sub Total: $ 240.00
-TOTAL FUNERAL-HOME CHARGES: - - _.$_.2,620.00
CASH ADVANCES:
Longsdorf Cemetery $ 350.00
12 Certified Death Certificates at $ 6.00 each $ J2.00
Newspaper Notice - Sentinel 84.179
Newspaper Notice - Patriot $ 238.32
Clergy $ 250.00
Flowers $ 196.10
Coroner's Fee 25.00--
Organist - $ 150.00
Sub Total: $ 1,366.20
Total Funeral Expense: $ 3,986.20
Total Payments Made: $ 3,031.71
Payments Made:
Allianz Check 531786 Mar 8,2612 -3,031.71
p~ - ✓ Balance: 954.49
- ---=-----._--.;;~r~ -
Please return this portion with your Remittance.
Amount Enclosed 69
Virginia -L Raiidabaugti - "
Service ID#c 16473-042
SERVING 0 UR COMMUNITY SINCE 1 907
` Advantage
{ 4 East King Street • Shippensburg, PA 17257
Shippensburg: 717-532-8676
Q em~'r (amp Hill: 717-761-8558 a (orlisle: 717-243 0949
y Harrisburg: 717-232-1200 • (hambersburg: 717-261-1950 e z = to
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PAYMENT INFORMATION
X(he(k ❑ (ash (heck# Credit Card t Expiration Date: r r
ADDENDUM TO OUR (ONTRACI: In the event of default, I(we) promise to pay any legal inter-
ests on the indebtedness, together with collection costs in the amount of no less than 33.33%
nor more than 50% of the principal balance due, reasonable attorneys' fees and court costs, as
may be required to effect collection of this note. AUTHORIZED ACCEPTANCE BY. X `