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HomeMy WebLinkAbout01-14-13 (2)-_ -__ X ' 1505611185 rl UL -IIf( ) ( 15UU E KtV- OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 21, 12 0 6 5 4 Harrisburg, PA 1 7 1 28-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BE LOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1,64-50-5556 0605201,2 11151,957 Decedent's Last Name Suffix Decedent's First Name M I BOWERS BONNIE L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 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) 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.) ^ 9113 A th ^ 1 1 El ti T d S f D t 0 ^ 9. Litigation Proceeds Received . ) ax un er ( on o ec. ea ec 1 . Spousal Poverty Credit (Date o Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number KEITH 0 • BRENNEf1AN, E SQ • 71,7-697-8528 First Line of Address 44 WEST MAIN STREET Second Line of Address P•0• BOX 51,8 City or Post Office State ZIP Code MECHANICSBURG PA 1,7055 Correspondent's a-mail address: REGISTER OF WILLS USE ONLY , ,8 I ... I ~~ ,, a...,. . t,, ,- ....~~., ,, ~ z a ~ ~ • ~. DATE~FILED r ~,.. ~ ....J'~ 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 PEf~SON RESPONSIBLE FOR FILING RETURN DATE A©DRESS SUSAN RENE ~1ACBEAN, EXECUTRIX 16 GLADNEY AVENUE, T0~1S RIVER NJ 08753 SIGN URE OF PREPARER OTHER THAN REPRESENTATIVE DATE ~` ~" ' ~.~ ADDRESS KEITH 0 • BRENNE~1AN, ESQ • 44 WEST ~1AIN STREET, ~1ECHANICSBURG PLEASE USE ORIGINAL FORM ONLY PA 17055 Side 1 ],505611,185 OM46473.000 1505611185 I I ~~ ~~' J 1505611285 REV-1500 EX (FI) Decedent's Social Security Number 1,64-30-3536 Decedent's Name BOWERS BONNIE ~ RECAPITULATION 1. Real Estate (Schedule A) 1. 1, 2 D , 5 9 2 •6 3 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. 6. Jointly Owned Property (Schedule F} ~ Separate Billing Requested g. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) g. 0.00 0.00 0.00 62,976.55 0.00 0.00 1,83, 569 •18 9. Funeral Expenses and Administrative Costs (Schedule H) . g. 1, 4 , 8 0 4 •8 5 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 1 p. 3 , 6 3 5.8 7 1 1. Total Deductions (total Lines 9 and 10) , 11. L 8 , 4 4 0 •7 2 12. Net Value of Estate (Line 8 minus Line 11) 12. L 6 5 ,1, 2 8 • 4 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , . 13. D - D D 14. Net Value Subject to Tax (Line 12 minus Line 13) . 14. 1, 6 5 ,12 8 • 4 6 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un~er Sec. 9116 16. Amount of Line 14t~xable at linealratex.o- 1,65,1,28.46 16. 17. Amount of Line 14 taxable at sibling rate X .12 D . 0 D 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . D D 18. 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 OM4648 3.000 0•DO 7, 430.78 D•00 0.00 7,430 •?8 J REV-1500 EX (FI) Page 3 _ _ _ _ _ _ _ _ ~ _ _ A J J ~ ... - File Number a1. l.a IlL ~U LlGVGUGIILJ VV111',/IG~C. /'~1.1u14.7.~• ~- -- DECEDENT'S NAME BOWERS BONNIE ~ STREET ADDRESS 0 O W R A D U T H MIDDLETON TOWNSHIP CUMBERLAND COUNTY CITY STATE ZIP GARDNERS PA ],7324- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments ~ • ~ 0 B. Discount 0 • 0 ~ 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 7, 430 •78 0.00 (3) 0.00 0.00 (5) 7,430.78 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 ^ 0 b. retain the right to designate who shall use the property transferred or its income c. retain a reversionary interest ^ d. receive the promise for life of either payments, benefits or care? 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ^ without receiving adequate consideration? ^ 0 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? 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. X9116 (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(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. Total Credits (A + B) (2) OM4671 2.000 REV-1502 EX + (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF: Bonnie L. B FILE NUMBER: 21 12 0654 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. swasss z o0o If more space is needed, use additional sheets of paper of the same size. REV-1508 EX+ (11-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: T7. T Dr. rc. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER: 21 12 0654 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. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION 9,000.00 1. 2009 Chevy Colbalt appraised value (see attached appraisal) 2 China closet and blue willow china 80.00 bequeathed in Will to Susan Rene MacBean (see attached appraisal) 3 Commonwealth of Pennsylvania 500.00 revenue rebate due the decedent 0.00 4 Cumberland County death benefit due the decedent in the amount of $100.00. This is non-taxable and is listed for informational purposes only. 110.00 5 Gold watch and chain bequeathed in Will to David Luther Beetem (see attached appraisal) 202.94 6 Highmark insurance premium refund due the decedent 735.00 7 Household goods appraised value (see attached appraisal) 3,203.50 8 M&T Bank checking account #3740590520 22,709.05 9 M&T Bank savings account #15004200129672 7,011.82 10 M&T Bank certificate of deposit #31003920249115 11 Prudential Insurance Company of America 17,443.13 investment account #4351001000095 1,258.00 12 Social Security benefit due the decedent 260.25 13 State Farm homeowners insurance premium refund due the decedent Total from continuation schedules . TOTAL (Also enter on line 5, Recapitulation) $ 462.86 62,976.55 OW46AD 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Bonnie L. Bowers Schedule E (Page 2) Item No. Description 14 State Farm Mutual Automobile Insurance Co. auto premium refund due the decedent 15 Teamsters death benefit due the decedent 16 The Sentinel subscription refund due the decedent Total (Carry forward to main schedule) 21 12 0654 Value at Date of Death 264.67 189.00 9.19 462.86 REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Bonnie L. Bowers 21 12 0654 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Susan MacBean reimburse for funeral expenses 98.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Citv State ZIP Year(s) Commission Paid: 2. Attorney Fees: Snelbaker & Brenneman, P. C. (Estimated) 5, 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4. 5. 6. 7. 1 2 9W46AG 2.000 City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Adams Electric electric service Cumberland Law Journal advertise Executrix Notice Total from continuation schedules TOTAL (Also enter on Line 9, Recapitulation) ~ $ If more space is needed, use additional sheets of paper of the same size. 198.50 148.60 75.00 8,784.75 14,804.85 Estate of: Bonnie L. Bowers Schedule H Part 7 (Page 2) 3 4 5 6 7 8 9 10 11 Keystone Termite & Pest Control insect treatment required for settlement Linden Hall Antiques appraisal fee for household goods Real Estate Settlement charges as follows: a. Sellers Assistance $5,000.00 b. Title Services $15.00 c. Transfer taxes $1,200.00 d. School taxes $942.35 Register of Wills short certificates Register of Wills filing fee for Inheritance Tax return and Inventory Sam Beetem sewer repairs TD Bank check printing fee The Sentinel advertise Executrix Notice Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate 21 12 0654 159.00 65.00 7,157.35 24.00 30.00 120.00 8.00 221.40 1,000.00 Total (Carry forward to main schedule) 8,784.75 REV-1512 EX+(12-08) SCHEDULE pennsylvania DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bonnie L_ Bowers 21.12 0654 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. 8W46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENTOFREVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Bonnie L. Bowers 21 12 0654 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Susan Rene MacBean 16 Gladney Avenue Toms River, NJ 08753 China closet and blue willow china Inventory Value: 80.00 One Third of Residue: 54,979.49 Daughter 55,059.49 2 Paula Dawn McKee 2 River Road Dauphin, PA 17018 One Third of Residue: 54,979.49 Daughter I 54,979.49 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. If more space is needed, use additional sheets of paper of the same size. 9W46AI 2.000 Estate of: Bonnie L. Bowers Schedule J Part 1 (Page 2) 21 12 0654 Item No. Description Relation Amount 3 David Luther Beetem 1051 Bellaire Park Road Carlisle, PA 17013 Gold watch and chain Inventory Value: 110.00 One Third of Residue: 54,979.49 Son 55,089.49 -- OMB Approval No. 2502-0265 A. Settlement Statement (HUD-1) ^Conv. Unins. X^ RHS 3 ^ FHA 2 1 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: . . . 12.111 1104006343 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: Jamie McDermond Estate of Bonnie L. Bowers Vision Mortgage Capital, a Division of 120 Frytown Road, Carlisle, PA 17015 Continental Bank, 620 West Germantown Pike, Suit, Plymouth Meeting, PA 19462 G. Property Location: H. Settlement Agent: I. Settlement Date: 11/06/2012 106 Old Town Road The Law Office of Andrew H. Shaw, PC Disbursement Date: 1 V06/2012 Gardners, PA 17324 200 S. Spring Garden Street, Suite 11, Carlisle, PA 17013 South Middleton Township Telephone: 717-243-7135 Place of Settlement: TitleExpress 200 S. Spring Garden Street, Suite 11, Carlisle, PA 17013 Printed 11/06/2012 at 10:09 am by SDC W-- :. inn r_.,.« nm„~r„• n~~o 4n Collor 101. Contract sales price 120,000.00 102. Personal propert 103. 104. 105. ~rli~ictmnn4c fnr itamc nairl by sallar in advance. I 106. City/town taxes to 107. County taxes 1110612012 to 1213112012 36.37 108. School Taxes 1110612012 to 06/3012013 556.26 109. 410. 411. 412. 420. Gross Amount Due to Seller 120,592.63 500. Reductions In Amount Due to Seller 501. Excess deposit (see instructions) 502. Settlement charges to seller (line 1400) 8,157.35 503. Existin loans taken sub'ect to 504. Pa off of first mort a e loan 505. Payoff of second mortgage loan 506. Seller's Assist 5,000.00 507. 508. 509. Adjustments for items unpaid by seller 510. Cityltown taxes to 511. County taxes to 512. School Taxes to 513. 514. 515. 516. 517. 518. 519. 520. Total Reduction Amount Due Seller 13,157.35 600. Cash at Settlement tolfrom Seller 601. Gross amount due to seller (line 420) 120,592.63 602. Less reductions in amount due seller (line 520) 13,157.35 603. Cash X^ To ^ From Seller I 107,435.28 is agency may no coi ec nis in oimaiion, and you are not requirea ~o compieie the parties to a RESPA covered transaction with information dunng the Previous editions are obsolete Page 1 of 4 HUD-1 ,. 700. Total Real Estate Broker Fees Paid From Paid From Division of commission (Iine700) as follows: Borrower's Seller's 701. $0.00 to Funds at Funds at 702. 80 00 to Settlement Settlement 703. Commission paid at settlement 800. Items Payable in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000% or $0.00) $625.00 (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) 625.00 804. Appraisal fee to Robert Jones & Assoc. $400.00 P.O.C.(B*) (from GFE #3) 805. Credit report to Kroll Factual Data $19.51 P.O.C. B* (from GFE #3) 806. Tax service to (from GFE #3) 807. Flood certification to Kroll Factual Data (from GFE #3) 8.00 808. Ellie Mae Closing Fee to Vision Mort a e Capital, a Division of (from GFE #3) 100.00 900. Items Required b Lender to be Paid in Advance 901. Daily interest charges from from 11106/2012 to 12/01/2012 @ $9.89651day (from GFE #10) 247.41 902. Mortgage insurance premium for months to 903. Homeowner's insurance for ears to Nationwide (from GFE #11) 765.93 904. Rural Guarantee Fee for months to USDA (from GFE #3) 2,448.96 1000. Reserves De osited with Lender 1001. Initial deposit for your escrow account (from GFE #9) 390.95 1002. Homeowner's insurance 3 months $ 63.83/month $191.49 1003. Mortgage insurance months $ 0.00/month $ 1004. Annual RD Fee 2 months $ 40.42lmonth $80.84 1005. County taxes 10 months $ 19.81/month $198.10 1006. School Taxes 6 months $ 71.39/month $428.34 1007. Aggregate Adjustment $-507.82 1100. Title Charges 1101. Title services and lender's title insurance to The Law Office of Andrew F from GFE #4 1,405.00 15.00 1102. Settlement or closing fee to $ 1103. Owner's title insurance from GFE #5 1104. Lender's title insurance $1,015.00 1105. Lender's title policy limit $122,448.00 Lender's Policy 1106. Owner's title policy limit $120,000.00 Owner's Policy 1107. Agent's portion of the total title insurance premium $812.00 1108. Underwriter's portion of the total title insurance premium $203.00 1109. to $ 1200. Government Recording and Transfer Charges 1201. Government recording charges $ (from GFE #7) 200.50 1202. Deed $62.00 Mort a e $88.00 Release $ 1203. Transfer taxes $ (from GFE #8) 1,200.00 1204. City/County tax/stamps Deed $1,200.00 Mort a e $ 1205. State Taxlstamps Deed $1,200.00 Mort a e $ 1,200.00 1206. UPI Fee Deed $ Mort a e $ 1207. Assignment Recording Fee $50.50 1300. Additional Settlement Char es 1301. Required services that you can shop for (from GFE #6) 1302. Survey to $ 1303. to 1304. 2012/13 School Taxes to Robert Cairns 942.35 1305. Inheritance Tax Escrow to The Law Office of Andrew H. Shaw, PC 6,000.00 ~~ "'~ ' ' 7,391.75 8,157.35 *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. Previous editions are obsolete Page 2 of 4 HUD-1 Comparison of Good Faith Estimate (GFE) and HUD-1 Char es Char es That Cannot Increase HUD-1 Line Number Our origination charge # 801 Your credit or charge (points) for the specific interest rate chosen # 802 Your adjusted origination charges # 803 Transfer taxes # 1203 Char es That in Total Cannot Increase More Than 10% Government recording charges # 1201 Appraisal fee # 804 Credit report # 805 Flood certification # 807 Ellie Mae Closing Fee # 808 Rural Guarantee Fee # 904 ,. _ Charges That Can Chan e Initial deposit for your escrow account # 1001 Daily interest charges from # 901 $9.8965/da Homeowner's insurance # 903 Title services and lender's title insurance # 1101 Owner's title insurance # 1103 Good Faith Estimate HUD-1 750.00 625.00 0.00 _ 0.00 750.00 625.00 1,200.00 1,200.00 Good Faith Estimate HUD-1 200.00 200.50 450.00 400.00 50.00 19.51 8.00 8.00 100.00 100.00 2,448.96 2,448.96 3, 256.96 3,176.97 $ _7g.gg or -2.4560% Good Faith Estimate HUD-1 1,674.99 390.95 9.90 247.41 699.96 765.93 1,285.00 1,405.00 0.00 0,00 roan r erms Your initial loan amount is $122,448.00 Your loan term is 30. years Your initial interest rate is 2.9500% Your initial monthly amount owed for principal, interest, and any mortgage $512.95 includes insurance is ^X Principal ^X Interest ^ Mortgage Insurance Can your interest rate rise? ^X No. ^ Yes, it can rise to a maximum of %. The first change will be on / / and can change again every years after I I .Every change date, your interest rate can increase or decrease by %. Over the life of the loan, your interest rate is guaranteed to never be lower than % or higher than %. Even if you make payments on time, can your loan balance rise? Q No. ^ Yes, it can rise to a maximum of $ Even if you make payments on time, can your monthly amount owed for Q No. ^ Yes, the first increase can be on 1 I and the monthly principal, interest, and mortgage insurance rise? amount owed can rise to $ The maximum it can ever rise to is $ Does your loan have a prepayment penalty? Q No. ^ Yes, your maximum prepayment penalty is $ Does your loan have a balloon payment? 0 No. ^ Yes, you have a balloon payment of $ due in years on I / Total monthly amount owed including escrow account payments ^ You do not have a monthly escrow payment for items, such as property taxes and homeowner's insurance. You must pay these items directly yourself. Q You have an additional monthly escrow payment of $195.45 that results in a total initial monthly amount owed of $708.40. This includes principal, interest, any mortgage insurance and any items checked below: Q Property taxes 0 Homeowner's insurance ^ Flood insurance 0 School Taxes ^ ^ Annual RD Fee Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lenoer. Previous editions are obsolete Page 3 of 4 HUD-1 . it ~~ HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. ;. ~ i • -s, .. `' -,- ~ -._.y-_.. •- Jemie McDermond ESTATE OF BONNIE L. BOWERS -~ ~ ~~- 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 WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 LINDEN HALL ANTIQUES 211 N. OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: Keith O. Brenneman, Attorney Snelbaker & Brenneman, PC 44 West Main Street Mechanicsburg, PA 17055 From: William G. Rowe, Appraiser 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Estate of Bonnie Lee Bowers 106 Old Town Rd. Gardners, PA 17324 Date: June 14, 2012 ITEMS LISTED IN WILL 1) Corner cupboard $50.00 2) Set blue dishes $30.00 3) Gold-plated watches $110.00 DINING ROOM /LIVING. ROOM Table /chairs $50.00 Sofas - 2 @ $45 each $90.00 T.V. cabinet $50.00 T.V. - no value $0.00 Clock $20.00 Stands - 2 @ $20 each $40.00 Pots /pans /household $20.00 BEDROOM Bed - no value $0.00 Dresser $30.00 Stand $30.00 Miscellaneous jewelry $20.00 Linens $10.00 BASEMENT Clock $30.00 Stand $10.00 Lamps $10.00 T.V. - no value $0.00 Miscellaneous household $10.00 Table /chairs $50.00 Dishes /pots /pans $20.00 Dehumidifier $25.00 Lantern $20.00 Spoon collection $55.00 Bowers Appraisal 1 06/14/2012 WORK ROOM Trunks (2) $40.00 Christmas $10.00 Roll-out cot $25.00 Miscellaneous household $10.00 OUTSIDE Picnic table $10.00 Tools $25.00 Electric mower $15.00 Old mower $10.00 AUTOMOBILE 2009 Chevrolet Cobalt $9,000.00 TOTAL $9,925.00 ~~~~~L ~rn ~ /'~~}~ ~~~ William G. Rowe CC: Rene MacBean 16 Gladney Ave Toms River, NJ 08753 Bowers Appraisal 2 06/14/2012 LAST ~~~ILL AND Z'1/STA[~~IENT 1, BONNIE L. BOWERS, of the Township o1~South Middleton, County of Cumberland, and Conm~onwealtll of Pennsylvania, being i~Tsound and disposing mind, u~emory and Ullllel"Standing, d0 111a1<C;, pUbIISh and deClal~e th1S aS and ~Or Illy bast VIII and Testilment, he]'ehy re~~~oking and making void all ~orme~r wills and codicils by me at auy(ime heretofore made. PIRS`h. 1 order anal direct that all my just debts and funeral expenses be paid by iuy Executrix or 1/xecutor, as the case may be, hereinafter named, as soon as conveniently n~a}~ be done after my decease. SECOND. I give and bequeath my antique gold ~~~atch and chain unto my son, namely, L DAVID LUTI-IER BEETEM, absolutely, if he survives me. , ~L ~ , ~J' o ~, ~1,~; THIRD. I give and bequeath n1y china closet and all ol~n~y antique blue willow ~~~are china unto my daughter, namely, SUSAN RENE MacBEAN, absohtely, if she survives me. FOURTH. I give, devise and bequeath all the rest, residue and remainder of my Estate, ~ real, personal and Mixed, whatsoever and wheresoever situated, unto my three children, namely, SUSAN RI/NL MacBEAN, DAVID LUTHER I3EETEM and PAULA DAWN McItEE, slJare and sharealil<e, absolutely and in fee simple. Il~my daughter, namely, Susan Rene MacBean, should predecease me andlor if my son, namely, David Luther Bcetcm, sllonld predecease me, then and in that event, 1 order and direct that the Ioregoing share of my residuary estate ath~ibulable to such deceased child shall be distributed in equal shares unto my t~~,~o (2) grandchildren, namely, ERICA N. BEETEI\~I and ANDREA-V DAVID BEETEM, share and share alike, subject, however to the protective trust provisions of Item hiftli hereinbelow with respect to any beneficiary who has not attained the age oCthir(y (3(!) }ears at the time of such distribution. If my da~.ighter, narn~ly, Paula Dawn i~~IclLr,e should predecease mc, ll-ten and in that I.AW OFFICES SNELBAKER. BRENNEMAN & SPARE event, I order and direct that the foregoing share oCm~~ residuary estate attributable to her shell he distributed in equal shares unto my two (2) other children, Hamel}~, Sl_)SAN RCNE 9acI3EAN and Dr\VID LUTIiLR BEETI~1vi, share and share alike. I"hEh,1 FIF"I~H. I order aild direct that the distributive share of my Estate attributable to ny~ bene~tlciary ~~~ho has not attained the age of thirty (?0) years at the time of distribution of rich share shall be paid over and delivered unto my testamentary trustee, hereinafter named, 1N CRUST, NEVrRTIILLESS, to hold, manage, invest, accuululate income and reinvest for the ~ene.fit of said beneficiary and until said beneficiary attains the age of thirty (30j }ears, at which _ime said trust shall be terminated and the net proceeds thereof be paid over io the beneficiary LAW OFFICES SNELBAKER. B RENNEh1AN & SPARE absolutely. ] authorize and empower my said Trustee to invest the assets of said trust in any reasonable manner ancf not be limited or restricted to so-called "legal" or statutory investments or fiduciaries. I designate any mist hereunder to be aspend-thrift trust. The beneficiary shad have no fight to invade, pledge, assign or otherwise dispose of the assets of said trust (including income) 1i~r shall any creditor of a beneficiary have any right to seize, levy or execute upon said ~.~ssets by reason of any pledge, assignli~ent or other transfer, voluntarily or invol~.mlarily, made by said ~eneGciary. 1 further authorize and empower my said Inrstee to use, consume, upend, and apply from .ime to time such amounts of income and principal of and from said trust which in the exercise o its sole discretion shall be determined to be reasonable and necessary for the beneficiary's education. The term "education" shall be construed and interpreted to mean college or other punt sigh school training which is intended to improve the beneficiary's productivity as an adult or enhance the duality of his or her life. In considering what is reasonable, and necessary, my said Trustee will take into consideration the primary responsibility oFtlie beneficiary's surviving parent to provide such education. It is ~~~}~ will and intention that the Coregoing discretionary provision for education shall be supplementary to the parent's primary responsibility. LASTLY. I nominate, constitute and appoint m}~ dau~~hter, namely, SUSnN RI',N[ ~1~~1acI3LAN, to be the I~xecutcix of this, my Last y~ill and Testament, and the Testamentary -7- "Trustee of any protective trust created hereinabove, but if for any reason she should fail to qualify as such Executrix and/or Testamentar}~ Trustee, or cease so to serve, ll~en aril in that event, I nominate, constitute and appoint my son, namely, DAVID LLITIdER BEE~I'I?M, to be the Executor hereo f and Testamentary Trustee hereunder, each and both to serve without bond or other security as a condition oCqualificalion hereunder. IN WI7,NESS WIiERCOF, I, BONNIE L.. BOWERS, have hereunto set my hand and seal to this my Last Will and Testament, which consists oCthree (3) typewritten pages to each of which I have affixed my signature this ~/ ~ day of l~~sL , A.D. Two Thousand Two (2002). ~/ -- - ~~~~ (S IA I.. j Bonnie L. Bowers The preceding instrument, consisting of this and t«~o (2) other typewritten }ages, each identified by the signature of the Teslatrix, was on the date thereoF signed, sealed, published and declared by BONNIE L. i30WERS, the Teslatrix therein named, as anal 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 ~~~ilnesses hereto. -- / J y ~_ V` ~~~y~ LAW OFFICES SrJELBAKER. BRENNEMAN & SPARE -~- ~ . COIv~11v~~ON~~~CALTII OF PCNNSYLVANIA) SS. COUNT' OF CUIvIBERL~IND ~~ We, I~ONNIE L. BOWERS, RICHARD C, SNELBAKI~R and .JANE .l. COONI~Y, the Testatrix and the witnesses, respectively, ~~~hose names are signed to the attached or foregoing instrument, being rrst duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and "Testament and that sloe had sighed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and shat each of the wihlesses, in the presence and hearing of the Testatrix, signed the ~Vifl as a witness and that to the best of his or her knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. -~--Cn__=- __ - - -- latrix Hess - ~~~i t n~ s ---- -- ---- Subscribed, sworn to and acknowledged before, use by BONNlE L. BO~'CRS, thr ,estatrix, and subscribed and sworn to before me by IZICIIARD C. SNELBAKTR and JANL J. 'OONEI', the witnesses, this ll ~~ `` day of ~1 ~~~° , 2002 Notary Public ~ ,1 Notarial Seal Susan L. Zych, Notary Public Mechanicsburg Boro, Cumberland County tvfy Cornmission Expires Nov. 24, 2003 t~i~rt;bEr, PCnIl5'.'~`!a^t3 A`;;~;:~7'r.;i 01 hh=1?iifr~ LAW OFFICES SNELBAKEF2. BnErJNEMAN & Sr~nRF