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HomeMy WebLinkAbout01-14-13 1505610143 REV-1500 E11101-10) OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO BOX.280601 INHERITANCE TAX RETURN 21 12 0766 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 186 34 0995 06 27 2012 07 04 1941 Decedent's Last Name Suffix Decedent's First Name MI CALAMAN KENNETH G (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 1. Original Return ❑ 2. Supplemental Return 1:1 3. Remainder Return (date of death FX] prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise ❑ 5. Federal Estate Tax Return Required ❑ ❑ (date of death after 12-12-82) 6 Decedent Died Testate Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes F XI Copy of Will) ❑ (Attach Copy of Trust) 1:1 9. Litigation Proceeds Received El 10. Spousal Poverty Credit (date of death 1:1 11. Election to ax under Sec. 9113(A) between 12-31=91 and 1-1 -95Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MARK A MATEYA 717 241 6500 REGISTER V&LS USEd64LY C__ F` c ICU First line of address , ME: C~., "'Zll 55 W CHURCH AVENUE r~ f A; Second line of address DATE FILED City or Post Office State ZIP Code CARLISLE PA 17013 _ Correspondent's e-mail address: mamigmateyalawxom 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. SIGNATURE OF RSON RESPONSIBLE FOR FILING RETURN DATE Lester L Calaman ADDRE 159 Kutz Road, Carlisle PA 17015 SIGNATURE OF P EPAR OT R THAN REPRESE TIVE ATE t Mark A. Mateya ADDRESS 55 W. Church Avenue, Carlisle, PA Side 1 1505610143 1505610143 ,J .s e ep PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 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. Signature #2 Name Roger L Calaman Address1 31 Countryview Est Address2 City, State, Zip Newville, PA 17241 Date r 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Calaman, Kenneth G 186 34 0995 RECAPITULATION 1. Real Estate (Schedule A) 1. 14 7, 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 & Notes Receivable (Schedule D) 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. 9 , 5 0 6.63 6. Jointly Owned Property (Schedule F) ❑ Separate Billing Requested............ 6. 21567.88 7. Inter-Vivos Transfers & Miscellaneous Non- Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1-7) 8. 159,074.51 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 30f857.35 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) 10. 6f322.74 11. Total Deductions (total Lines 9 & 10) 11. 37f180.09 12. Net Value of Estate (Line 8 minus Line 11) 12. 121r894.42 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. 121f894.42 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0.00 (a)(1.2) X .00 16. Amount of Line 14 taxable 121f894.42 16. 5r485.25 at lineal rate X .045 17. Amount of Line 14 taxable 0.00 17. 0.00 at sibling rate X .12 18. Amount of Line 14 taxable 0.00 18. 0.00 at collateral rate X .15 19. 5,485.25 19. Tax Due 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-12-0766 Decedent's Complete Address: DECEDENT'S NAME Calaman, Kenneth G STREET ADDRESS 104 North Locust Lane CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 5,485.25 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A + B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 55485.25 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; x b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or F ❑x receive the promise for life of either payments, benefits or care? El d 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ❑ ❑ receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ❑ ❑x 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 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 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+(11-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 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 which 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 Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate - 104 N. Locust Lane, Mechanicsburg, Cumberland County, PA - See Attached 147,000.00 Settlement Sheet TOTAL (Also enter on Line 1, Recapitulation) 147,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) , Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Deposit into new estate checking account - Proceeds from decedent's M&T Checking 1,449.78 account 2 1992 Ford Ranger Truck - See Attached Kelly Blue Book Value 1,641.00 3 2002 Oldsmobile Alero - See attached Kelly Blue Book Value 3,897.00 4 Rowe's Auction Service - Proceeds from sale of personal/household effects 1,108.50 5 Carlisle Reg Med Ctr - Refund for overpayment of Invoice No. 1195643 137.91 6 Comcast - Cable Television service at residence - Account No. 09547205196-01-1 27.19 7 Comcast - Refund on cable television service - Account No. 09547-20519601 27.19 8 Highmark - Healthcare Insurance Premium Refund 640.61 9 Nationwide Insurance - Refund on Automobile Insurance - Policy No. 5837A 691589 181.75 10 Sky Media - Refund 365.75 11 Sky Media LLC - Refund for cancellation of magazines 29.95 TOTAL (Also enter on Line 5, Recapitulation) 9,506.63 (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 E (Rev. 6-98) Rev-1509 EX+ (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Lester L Calaman 159 Kutz Road Child Carlisle, PA 17015 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECEDENT'S INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST 1 M&T Bank - Joint Checking account No. 5,135.76 50.000% 2,567.88 1188690 - Jointly held with Lester L. Calaman TOTAL (Also enter on Line 6, Recapitulation) 2,567.88 (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 F (Rev. 6-98) REV-1151 EX+ (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE REIDEC DENT RN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 1,894.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Mark A. Mateya 7,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 327.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 21,635.85 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 7_ 30,857.35 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 Calaman, Kenneth G 21-12-0766 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Cremation Society of PA - Funeral Services 1,894.00 H-A 1,894.00 .Other Administrative Costs 2 Barristers Land Abstract - Tax Certification Reimbursement 10.00 3 Barristers Land Abstract - Escrow fee 25.00 4 Bouder's Trash Removal & Hauling Service - Trash removal from residence in preparation of 475.00 sale of residence 5 Cumberland County Recorder - Transfer tax on sale of real estate 1,470.00 6 Cumberland County Register of Wills - Filing fee for Inheritance Tax & Inventory 30.00 7 Cumberland Law Journal - Legal Advertisement of Estate 75.00 8 HSA Home Warranty - Home warranty on sale of real estate 419.00 9 Mateya Law Firm - Fees for Deed preparation 150.00 10 Neidlinger Fine Homes - Repairs to basement 150.00 11 Prudential Home Sales Group - Real Estate Commission for sale of real estate 9,115.00 12 Prudential Homesale Services - Real Estate Commission on sale of home 8,820.00 13 Rowe's Auction Service - Auctioneer Commission on sale of personailhousehold property 387.97 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 ITEM NUMBER DESCRIPTION AMOUNT 14 Rowe's Auction Service - Trash removal fee 45.00 15 Sunday Septic - Septic service in preparation of sale of real estate 200.00 16 The Sentinel - Legal Advertisement of Estate 263.88 H-B7 21,635.85 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 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 Carlisle Regional Medical Center - Outstanding medical bill 352.90 2 Debra Bashore Wiest, Tax Collector - 2012 School Taxes 1,146.13 3 Discover - Credit Card Account No. 9462 42.49 4 M&T Bank - Personal Loan - Account #10000135269490001 4,341.47 5 M&T Bank - Personal Loan - Account #10000135269490001 12.25 6 Penn Waste, Inc. - Trash service 38.20 7 PP&L Electric - Electric Service for Residence - June 7 through July 9, 2012. Account No. 211.31 77860-72005 8 PP&L Electric - Electric Service for Residence - Aug 7 through Sept 6, 2012. Account No. 89.00 77860-72005 9 PP&L Electric - Electric Service for Residence - September 6 through October 8, 2012. 88.99 Account No. 77860-72005 TOTAL (Also enter on Line 10, Recapitulation) 6,322.74 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (11-08) SCHEDULE J COMINHE,RII ANCETAXRETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Calaman, Kenneth G 21-12-0766 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116(a)(1.2)] Lester L Calaman Child 40,631.07 159 Kutz Road Carlisle 17015 Roger L Calaman Child 40,631.07 31 Countryview Estate Newville, PA 17241 Connie S Salisbury Child 40,631.07 33 Susquehanna Ave Enola, PA 17025 Total 121,893.21 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. 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. 11-08) 71 LAST WILL AND TESTAMENT t y " N `:XJ ! r KENNETH G. CALAMAN o KNOW ALL MEN BY THESE PRESENTS, That I, KENNETH G. CALAMAN, o the Township of Silver Springs, County of Cumberland, and Commonwealth of Pennsylvania, do make, publish, and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST: I direct the Executors hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently may be done after my death. I further direct the Executors hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. SECOND: I give, devise and bequeath the rest, residue and remainder of my estate in equal shares, share and share alike, to my Sons, LESTER L. CALAMAN and ROGER L. CALAMAN, per capita, and to my Daughter, CONNIE S. SALISBURY, per stirpes. THIRD: I appoint my Sons, LESTER L. CALAMAN and ROGER L. CALAMAN, to be Co-Executors of this my Last Will and Testament. I do hereby give to the Executors hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the property comprising my estate as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to r~ make, execute and deliver any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefor. LASTLY: I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give bond and that if, notwithstanding this direction, any bond is required by any law, statute or rule of court, no surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages on the margin of which (except this page) I have affixed my initials this 31St day of August, A.D. 2010. r l KENNETH G. CALAMAN Signed, sealed, published and declared by KENNETH G. CALAMAN, the above-named Testator, as and for his Last Will and Testament, in the presence of us and each of us, who at his request, and in his presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. LDAVII KNAUER J ICE L. BUS -2- ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, KENNETH G. CALAMAN, the testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by KENNETH G. CALAMAN, the testator, this 31 St day of August, 2010. i • ,M~~ ~l rte!-• KENNETH G. CALAMAN, Testator NOTARY PU IC My commission expires: NCTMK SEA! AMY KNAUEA Nowy PWM [M1MWyCwWs" ~it1RG moo., Cu t. m mow 20 Jat 35.15 -3- AFFIDAVIT County of Cumberland ss. Commonwealth of Pennsylvania We, DAVID W. KNAUER and JANICE L. BUSH, the undersigned witnesses to the Will, the attached or foregoing instrument, having been qualified according to law do depose and say that we, the witnesses, were present and saw the testator sign the instrument as his last Will, that he signed it willingly and as his free and voluntary act for purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed before me by David W. Knauer and Janice L. Bush, witnesses, on this 31St day of August, 2010. David W. Knauer (Witness) Attorney ID No 21582 f ~ 3 Ja 'ce L. Bush (Witness) My commission expires: Notary Public ON- ON tws~aAL SEAL AWKWJJM 1Mur P*k CHANCE UNG WRO., CUMNALM t tr My COMMWW .Was Jan 25, M3 -4- ACKOWLEDGMENT AND AFFIDAVIT TAKEN BEFORE AN ATTORNEY AT LAW COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND On this, the 31St day of August, 2010, before me, AMY KNAUER, the undersigned officer, personally appeared DAVID W. KNAUER, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the testator and witnesses. In witness whereof, I hereunto set my hand and official seal. _..1 U AMY KNAUE NOTARY P BLI NOTARIAL SEAL AMY KNAUER Notary Public CHANICSBURG BORO., CUMBERLAND COIN N My Comftsion Expires Jan 25,203 -5- rtu OMB Approval No, 2502-0265 A. Settlement Statement HUD-1 . 1. X❑ FHA 2. ❑ RHS 3. ❑ Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 12-01-2-25634 201237727 446-1473064-703 4. ❑ VA 5. ❑ Conv. Ins. C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents 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 & Address of Borrower: E. Name & Address of Seller: F. Name & Address of Lender: Jonathan D. Muffley Estate of Kenneth G. Calaman Howard Hanna Mortgage Services 11897 Mountain Ash Road, Clear Springs, MD 21722 104 N. Locust Lane, Mechanicsburg, PA 17050 119 Gamma Drive, Pittsburgh, PA 15238 G. Property Location: H. Settlement Agent: I. Settlement Date: 10/25/2012 104 North Locust Lane Barristers Land Abstract Company Disbursement Date: 10/25/2012 Mechanicsburg, PA 17050 3310 Market Street, Camp Hill, PA 17011 717-761-6190 - Place of Settlement: TitleExpress 3310 Market Street, Camp Hill, PA 17011 Printed 10/24/2012 at 3:48 pm by JE J. Summary . Borrower's Transaction K. Summary of Seller's Transaction 100. Gross Amount Due from Borrower 400. Gross Amount Due to Seller 101. Contract sales price 147,000.00 401. Contract sales price 147,000.00 102, Personal property 402. Personal property 103. Settlement charges to borrower (line 1400) 7,956.32 403. 104. 404. 105, 405. Adjustments for items paid b seller in advance Adjustments for items paid b seller in advance 106. City/town taxes to 406, City/town taxes to 107. County taxes 10/25/2012 to 12/31/2012 73.17 407. County taxes 10/25/2012 to 12/31/2012 73.17 108. School Taxes 10/25/2012 to 06/30/2013 781.88 408. School Taxes 10/25/2012 to 06/30/2013 781.88 109. 409, 110. 410. 111. 411, 112. 412. 120• Gross Amount Due from Borrower 155,811.37 420. Gross Amount Due to Seller 147,855.05 200. Amounts Paid b or in Behalf of Borrower 500. Reductions In Amount Due to Seller 201. Deposit or earnest money 1,000.00 501. Excess deposit(see instructions) 202. Principal amount of new loan(s) 144,300.00 502. Settlement charges to seller (line 1400) 22,685.13 203. Existing loa s taken subject to 503. Existing loans taken subject to 204. 504. Payoff of first mort a e loan 205. 505. Payoff of second mortgage loan 206. 506. 207. Seller Assist 6,328.91 507. Seller Assist 6,328.91 208. Good Faith Deposit 375.00 508. 209. 509. Adjustments for items unpaid b seller Adjustments for items unpaid b seller 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. School Taxes to 512, School Taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517, 218. 518. 219. 519. 220• Total Paid by/for Borrower 152,003.91 520. Total Reduction Amount Due Seller 29,014.04 300. Cash at Settlement from/to Borrower 600. Cash at Settlement to/from Seller 301, Gross amount due from borrower (line 120) 155,811,37 601, Gross amount due to seller (line 420) 147,855.05 302, Less amounts paid by/for borrower (line 220) 152,003.91 602. Less reductions in amount due seller (line 520) 29,014.04 303. Cash ❑X From ❑ To Borrower 3,807.46 603. Cash ❑X To ❑ From Seller 118,841.01 no u is epo ng u en or this collection a information Is estimated at 35 minutes per response or co a mg, rev ewmg, an reporting the data. is agency may no w e is information, an you are no require o comp e e this form, unless it displays a currently valid OMB control number. No confidentiality is assured; this disclosure is mandatory. This is designed to provide the parties to a RESPA covered transaction with information during the settlement process. I Al 111111 ate Broker Fees $ 9,340.00 Paid From Paid From al Est n of commission line 700 as follows: Borrower's Seller's 7Di 701, $4,705.00 to Prudential Homesale Services Group Funds at Funds at 702. $4,635.00 to HOWARD HANNA REAL ESTATE Settlement Settlement 703. Commission paid at settlement 225.00 9,115.00 800. Items Payable in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000% or $0.00) $690.00 (from GFE #1) 802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2) 803. Your adjusted origination charges (from GFE A) 690.00 804. Appraisal fee to Appraisals b E.J. Ko enhaver (from GFE #3) 375.00 805. Credit report to CBC Innovis, Inc, (from GFE #3) 23.02 806. Tax service to from GFE #3 807. Flood certification to FDSI (from GFE #3) 13.00 808. to 900. Items Required b Lender to be Paid in Advance 901. Daily interest charges from from 10/25/2012 to 11/0112012 @ $12.85001day (from GFE #10) 89.95 902. Mortgage Ins. Premium for months to Dept. of HUD (from GFE #3) 2,482.46 903. Homeowner's insurance for 12 months to Progressive Home Advanta . $116.53 R.O.C. B' (from GFE #11) 349.47 904. months to from GFE #11 1000. Reserves Deposited with Lender from GFE #9) 499.55 1001. Initial deposit for your escrow account 1002. Homeowner's insurance 4 months $ 38.83/month $155,32 1003. Mortgage Insurance months $ 146.38/month $ 1004. City Property Tax months $ 0.00/month $ 1005. County Property Tax 11 months $ 32.16/month $353.76 1006. School Taxes 6 months $ 95,51/month $573.06 1007. Aggregate Adjustment $-582.59 1100. Title Charges 1101. Title services and lender's title insurance from GFE #4 1,444.87 1102. Settlement or closing fee to $ 1103. Owner's title insurance - First American Title Insurance Co - Hbg from GFE #5 10.00 1104. Lender's title insurance - First American Title Insurance Cc - Hbg $1,350.00 1105. Lender's title policy limit $144,300.00 Lender's Policy 1106. Owner's title policy limit $147,000.00 Owner's Policy 1107. Agent's portion of the total title insurance premium $1,156.50 1108. Underwriter's portion of the total title insurance premium $203.50 1109. 1200. Government Recording and Transfer Charges 1201. Government recording charges $ (from GFE #7) 134.00 1202. Deed $62.00 Mortgage $72.00 Release $ 1203. Transfer taxes $ (from GFE #8) 1,470.00 1204. City/County tax/stamps Deed $1,470.00 Mortgage $ 1205. State Tax/stamps Deed $1,470.00 Mortgage $ 1,470.00 1206. Deed $ Mortgage $ 1207. $ 1300. Additional Settlement Charges- 1301. Required services that you can shop for (from GFE #6) 150.00 1302. to $ 1303. Pest and Home Inspection to The Virtus Group - POC B / 1304. 2012 School Taxes to Debra Basehore Wiest, Tax Collector 1,146.13 1305. Tax Cert Reimbursement to Barristers Land Abstract General - Hb 10.00 ✓ V 1306. Escrow Fee to Barristers Land Abstract General - Hb 25.00/ 1307. Escrow for Inheritance Taxes to Barristers Land Abstract Escrow - Hb 10,000.00 1308. Home Warranty to HSA Home Warrant 419.00 1309. Septic Pumping & Inspection to Sunda Septic $150.00 SD t&L, 200.00 1310. Deed Prep Fee to Mate a Law 150,00,/ 1311. Basement Work to Neidiin er Fine Homes 150.00 v/ 1111176MIRM 7,956.32 22,685.13 'Paid outside of closing by (B)orrower, (S)eller, (L)ender, (I)nvestor, Bro(K)er. "Credit by lender shown on page 1. ""Credit by seller shown on page 1. 1992 Ford Ranger Regular Cab S Short Bed Trade In Values - KelleY Blue Book Page 1 of 2 ZIP CODE: 17015 i Sign in (or Sign up) home car values cars for sale car reviews kbb top picks research tools Popular at KBB.com linter rrecr Shop at Progressive and 2111cods you aIVhldyS know the score. t 10 Coolest Gars Under $18... ~ i advertisement why ads') Home > Car Values > Ford > Ranger Regular Cab > 1992 > Style > Options > 'Ford I~Ranger Regular Ca 1992 90 S Short Bed Your Blue Book' Value Show Used Car Prices I Price Your Next Car 1992 Ford Ranger Regular Cab l Style S Short Bed CARCHEK is the company you can trust for your EXTENDED AUTO WARRANTY Free Instant Quote edit options change style Mileage:112UB94 Chang Like z this car Learn Attire Review Beteflts . _ _ . RH proomtoc Trade-In Value Private Party Value (t when trading in at a dealership when selling the car yourself i Print Report 0yB)}[ _________r_._____._....... _ ____.__________.____________.~_____i__.___ nw:mneauwti CLIStOfYI@r8@ti10Q off when you mention pronto code: KelleyBlueftok Excellent ! advertisement why ads? $1,891 j Shop for your next car price a new car Very Good i _ _ $1,766 Search Cars for Sate Good Instant Trade-In Offer get the offer near Carlisle $1,641 i i Fair i_....... _ _ i , $1241 Ford - - ! Ranger Own it? Love it? Tell Us. write a review _ Verify Condition h searc i Values valid until Be the first to know follow this car 07i26/2012 when values change Sell Your Car Fast (updated weekly List it on kbb.com and _ l... _ . _ _ Autotrader.com More about this car: Photos Specs Write a Review Also on kbb.com: 10 Steps to Sell place your ad i i Want to Stay in the Family? _ Get a Used Car Report ,/Aura rr l . . I Get the Information You Need on This 1992 Ford Meet the New Before You Buy Ford Ranger Regular Cab Enter vrnr (Optional) go take a closer look No VIN? No Problem! Buy an UNLIMITED report today and run VINs as you research. 1 See the entire Ford family i i Get up to $1,500 cash back on a new Ford Ranger Regular Cab! I Use Seller's Toolkit , Recently Viewed art My Saved Cars save car I httn•/Axrxxrxxr lrhh r~nm/fnrri/ranoar_regular-rah/1997-fnrri-ranger-regular-cah/c-~hnrt-hed/?ve_-. 7/24/2012 2002 Oldsmobile Alero GL Coupe 2D Trade In Values - Kelley Blue Book Page 1 of 3 V ZIP CODE: 17015 l Sign in (or Sign up) home car values cars for sale car reviews kbb top picks research tools W, Popular at KBB com 10 Coolest Cars Under $18... ~afW Home> CarValues> Oldsmobile> Alero> 2002> Category> Style> Options> Oldsmobile LAlero `20o2 go A GL Coupe 2D Your Blue BoW Value Show Used Car Price I Price Your Next Ca 2002 Oldsmobile Atero F!Iee hcar Was t©taled and later Style: GL Coupe 2D d to the original condition ...If ! , edit options change style _ Mileage 33300 changer Like this car I' . Trade-In Value Private Party Value { when trading in at a dealership when setting the car yourself Print Report _ . Aut*Check vatrici► hory rarpgtta~ Excellent advertisement why ads? ' $4,222 t Shop for your next car price a new car Very Good _ ' 4122 ' Good i Instant Trade-In Offer ~ 0 Best _~biBe Sedans 1 get the offer i $3,897 l Under $25,000 Fair $3,372 i I Own it? Love it? Tell Us. write a review Verify Condition I i ;i~012 Hyriticl.ii `;ca»d! Values valid until " I 07/26/2012 Be the first to know yrs I when values than follow this car t_ (updated weekly) Q advertisement why ads? Helpful resources from kbb.com Write a Review Check Specs Sell Your Car Own it? Love it? Tell us. Know your car inside Use our Tips & Tools. and out. Search Cars for Sale Get a Used Car Report near Carliste r._.__..__._...___...._...___...___._...._........... . Get the Information You Need on e - Oldsmobi I Alero ? This 2002 Oldsmobile Before You Buy search I i Enter VIN (optional) go Cars M Saved Cars save car http://www.kbb.com/oldsmobile/alero/2002-oldsmobile-alero/ial-coupe-2d/?vi-hic1P,rl=dt,~l . . RECEIVED OCT 0 42012 ROWE'S AUCTION SERVICE(RH 79L) Bill Rowe (AU 1538L) 2505 Ritner Highway • Carlisle, PA 1701.5 Dave Rowe (AU 2295L) 249-1978 215-1044 574-1008 Auction Is Action Call "Rowe' For Satisfaction SELLERS NAME 7~ 4 L- ~t'tt 0 &L_- A 6&-( 4,` ;s DA'T`E ADDRESS_ L~i PHONE f- VA_ 'ct OTHER ` t l 13 AUCTIONEER,% AUCTION DATE/LOCATION __-_E A:, CLERK % DESCRIPTION OF MERCHANDISE L S. I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be said as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all encumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. AUCTION SIGNATURE SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ~ l cP 40- y___~ _ _ ~ r~ ~ c'%~-t. t~"~ Less Sale Expense; 35- % Commission Auctioneer $ % Commission Clerks $ OTHER. Z S` .Y. TOTAL SALE EXPENSE DEDUCTED IL(3 91 S.~ J SELLERS NET $ Ft i j 3 v'' .i. Ell; toy, i in e 'B 1'. :1 RIO S' F. s { . ` i:1 ~ ° 1'~ ,F_, is 3. d 134. 11 la i r! t b I- U S 11 C1 1. 15. 131. t j, T) 41 1" 131. 171 s, ti: J. c. v ,i- x.. c,. y...d f an T1 i Tt t.-# EN , vk it d! 3, BL. `l: w- Ea ,i, ii i.7 i • E„! r k,. is 131. , tcl .s 11 1 4,3 is ~ (114 131. t J. vo V, f? cc (3 1-1 r C) C; r (3 04 to r CA 0 M t r a 'i'I I C; `?r it 3, 3.- i v i. 1 e C-1 3,..##r:' _ i k.:44.,., .••i 3. F ~ pL~•i :1. 3`:• i. ;'i pplisac: ~ s .i Y1 it i' • x in ;a v C) t3 to b u (3 in v. 1, t FF r _ `.Yi 4..-. t b' { 1 y E iv. al i. 11 is r,-• e F; f : e, ,7y !f'fi l: ;4. t r. ::l ,t. # 1 •t, ' TA U C? 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