HomeMy WebLinkAbout03-01-13ti ~ ~,l-l~ - i~
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FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE
IN THE ESTATE OF DONNA F. HOFFMAN
KNOW ALL MEN BY THESE PRESENTS, that, WHEREAS, Donna F. Hoffman, late of
Cumberland County, Pennsylvania, died testate on January 23, 2012 ,having first made her last will
and testament duly executed on August 18, 1998;
WHEREAS, the said Donna F. Hoffman, by the aforesaid last will and testament, named
Catherine Greeley, Executrix of said last will;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the
Register of Wills of Cumberland County, Pennsylvania, to the said Executor, Catherine Greeley
hereafter collectively called the personal representative.
WHEREAS, the personal representative has gathered the assets of the estate of the said
decedent and the assets consist of personal and real property, to a total value as set forth in Exhibit
"A", a copy of the Pennsylvania Inheritance Tax Return filed by said personal representatives, and
which has been provided to each heir; o ~ ~ rn
~~ ~
WHEREAS, the debts and deductions, including the payment of iet~ce t i ~~
n e,~id
A i"
estate are further referenced in Exhibit "A"; <~n
~ ~"r' '~{ C3
`
WHEREAS, a balance for distribution of $230,780.73 exists; ~ ~ ~
~~ ~ ~
WHEREAS, the Executrix previously made a partial distribution the~heirs in the fc~ld~iing
~
a ~ ~
cxo
amounts: Catherine Greeley $50,000.00; Sharon Eakin $50,000.00 and Cynthia
Mangum
$50,000.00;
WHEREAS, the balance for distribution has been reduced to cash and is available for
distribution in accordance with the terms of the last will and testament of the said decedent.
NOW, THEREFORE, KNOW YE, that we, being all of the named beneficiaries of the will
and the said decedent, do hereby each of us, acknowledge that we have this day had and received
from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of
money, legacies, bequests, and devised as are given, devised and bequeathed to each of us
respectively by the said will of Donna F. Hoffman in the amounts due us under said will, which
amounts we have received this day, in the amounts as set forth on Exhibit "B" hereto.
6u!
~~ .;
AND, each of us does hereby stipulate that in order to avoid the, expense and time involved
in the filing of a formal account and schedule of distribution, we each agree that no account is
necessary and we do hereby agree that we do consent to distribution being made without the filing
of an account and schedule of distribution, the same to be with the same force and effect as if they
had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge
the said personal representative, heirs, executors, and administrators and assigns of and from the said
estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever
for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the
estate of the said decedent, and each of us do further hereby covenant and agree with each other and
the aforesaid personal representative, that we will contribute pro-rata, our share of the estate to
satisfy any and all claims, demands, suits, or causes of action which maybe successfully prosecuted
against the said estate or aforesaid personal representative after the signing, sealing and delivery of
this family settlement agreement and final release.
IN WITNESS WHEREOF, and intending to be legally bound hereby, we have hereunto set
our hands and seals on the ates below indicated.
LSS:
.~ ~C
Catherine S. Greeley
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
AND NOW, this 1 bfi day of m aY (',~.~ , 2013, before me, the undersigned
officer, personally appeared Catherine S. Greeley, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she executed same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
C4MMONWEgLTM OF PENNSYLVANIA
Tricia D, Notarial Seal
Carlisle BorNoa~or' NO~ry Public
MY Commission ~ i ~rla~d County Notary P 1C
P ~• 2, 2014
,, y
..
~~~~
STATE OF PENNSYLVANIA
S aron A. akin
SS.
COUNTY OF CUMBERLAND
.AND NOW, this ~ ~ day of m D~,r-e~ , 2013, before me, the undersigned
officer, personally appeared Sharon A. Eakin, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PENNSYLVANIA
Notarial Sea!
Trivia D. Naylor, Notary Public
Carlisle Boro, Cumberlana County
MY Commission Expires Act. 2, 2(114
~~~~
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
AND NOW, this ~ ~" day of
~;.
Cynthia Mangum
SS.
m 4~,~ ~ , 2013, before me, the undersigned
officer, personally appeared Cynthia Mangum, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she executed same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEq~TM OF PENNSYLVANIA
Notarial Seal
Trivia D. Naylor, Notary Public
Carlisle Borg, Cumberland County
My Commission Expires nct. 2, 2614
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
David A. Baric. Esquire (7171 249-6873 --~~-~
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Carlisle PA ` ':17013
Correspondent's a-mail address: dbaric@baricscherer.com
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.
SIG TUR OF PERSON RESPONSIBLE FOR FILING RETURN DATE
„~ S z G.~ o ~ ~ R~~~ ~~ i ~
ADDRESS
40 ~ssroad S ool Road, rlisle, PA 17015
SIG OF PFD A R ER P ~ SENTATIVE DATE
,- ~ oq ~4 la
19 West South Street, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105
1505610205
REV-1500 EX (FI)
Decedent's Social Security Number
Decedents Name: Donna F. Hoffman :195-28-0030
RECAPITULATION
1. Real Estate (Schedule A) ............................................. 1. ' 135,618.57
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. 74,071.64
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 103,886.50
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7.
8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 313,576.71
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 37,728.41
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 0.00
11. Total Deductions (total Lines 9 and 10) ................................. 11. 37,728.41
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 275,848.30
13.
Charitable and Governmental Bequests/Sec 9113 Trusts for which ..
`
an election to tax has not been made (Schedule J) ........................ 13. 0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 275,848.30
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
.... ,
16. Amount of Line 14 taxable
at lineal rate X .0 ~!5 275,848.30
.. ,.:
17. Amount of Line 14 taxable
at sibling rate X .12
,_. _
18. Amount of Line 14 taxable
15.
16. ' 12,413.17
17..
at collateral rate X .15 18.
19. TAX DUE ......................................................... 19. 12,413.17
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~
Side 2
L 1505610205 15~561~205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
File Number
DECEDENT'S NAME
Donna Hoffman
STREET ADDRESS
1404 Walnut Bottom Road
CITY
Carlisle STATE
PA ZIP
17015
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
B. Discount
3. Interest
620.65
4. If Line 2 is greater than Line 1 + Line 3, inter the difference. This is the 0`JERPAYP.9ENT.
Fill in oval 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.
(1) 12,413.17
17,446.58
0.00
(4) 5,033.41
(5)
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 ............................................ ^
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? .............................................................................................................. ^
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)J.
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)J.
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)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
16,825.93
Total Credits (A + B) (2)
(3)
REV-1511 EXt (10-09)
~~:~~ ~~ ~~~ pennsylva,~ia
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Donna F. Hoffman 21-12-0179
Decedent's debts must be reported on Schedule I,
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS: -
1. Personal Representative Commissions:
13, 900.00
Name(s) of Personal Representative(s) Catherine Greeley
street Address 402 Crossroad School Road
~;ty Carlisle State PA zIP 17015
Year{s) Cor7mission Paid: 2012
Z• Attorney Fees: 13,900.00
3• Family Exemption: (If decedent`s address is not the same as claimant's, attach explanation.)
Claimant None
Street Address
City State ZIP --
Relationship of Claimant to Decedent
4• Probate Fees:
5• Accountant r"ees: •
6• Tax Return Preparer Fees:
~• The Sentinel (legal advertising) 168.30
B. Cumberland Law Journal (legal advertising) 75.00
s. .Heritage Lawn Landscape 1, 380.00
~ o. PPL 176.92
~ ~ • Comfort Construction
......... . 175.00
*CONTINUED ON ATTACHED SHEET*
TOTAL (Also enter on Line 9, Recapitulation) I $ 37,728.41
If more space is needed, use additional sheets of paper of the same Size.
ESTATE OF DONNA F. HOFFMAN
Estate # 21-12-0179
SCHEDULE H CONTINUED:
12. Green Ridge Village $ 6,467.42
13. Robert Cairns tax collector $ 303.03
14. Robert Cairns tax collector $ 4.90
15. Sharon Eakin $ 100.00
16. IRS $ 559.00
17. Department of Revenue $ 286.00
18. Dr. Guistvvite $ 12.84
19. Smith Elliot Kearns & Co. $ 220.00
REV-1509 EX+ (oi-io)
^- ~ ~` pennsylvania
DEPARTMENT OF REVENUE
.......... .
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDI~ILE F
JOINTLY-OWNED PROPERTY
ESTATE OF: FILE NUMBER:
Donna F. Hoffman 21-12-0179
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
_. _ _ _..
A• Catherine Greeley 402 Crossroad School Road daugther
Carlisle, PA 17015
B.
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR ]DINT
TENANT oATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR IOINTLY HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET ~ of
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
i. A• 12106112 : Susquehanna Bank; Acct. # 1000940213 207,773.00 50 103,886.50
TOTAL (Also enter on Line 6, Recapitulation) I $ 103,886.50
If more space is needed, use additional sheets of paper of the same size.
.,
REV-15o8 EX+ (ii-io)
pennsyLvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Donna F. Hoffman 21-12-0179
Include the proceeds of litigation and the date the proceeds were received by the estate.
All oronertV iointly owned with right of survivorship must be disclosed on Schedule F.
If more space is needed, use additional sneers or paper a~ uie same site.
Codicils at any time heretofore iaade by me . ~ - - - ~ - .. -
_ ::.
._. ._ ..
_ ::.
-. -
1. -
-~-I- -arder~'-ai~d-~~direct~-my Executor, hereinafter named, to pay iay `d~lots- ~` ~~ - -
funeral expenses and expenses involved or connected with the
administration of my estate as soon after my death as is reasonably
possible.
ITEM II
I direct that my body shall be cremated according to my plan with
the Cremation Society of Pennsylvania and the ashes scattered on my
property in Newville. I also direct that there be no viewing or public
memorial services.
ITBNI III
I give, devise and bequeath all of the remainder of my property, of
- ---
every kind and description (including lapsed legacies and devises -
wherever situate and whether acquired before or after the execution of
this Will, to my husband, EARL E. HOFFMAN, if he survives me, or if he
predeceases me. to my children, CYNTHIA MANGUM, SHARON ANN FAKT-N and
CATHERINE GREELEY, per stirpes.
Page 1 of 4
~ ~ ~y~G~
law to do . ~_
ITEM VII
I authorize my Executor in his discretion, to sell, with or without
.notice, at either public or private sale, and to lease any property
~~belonging to my estate, subject only to such confirmation of Court as
:may be rernli red by law, for such prices and on such terms and conditions
'as he deems best, and to make distribution hereunder either in cash or
kind, as he may deem wise .
Page 2 of 4
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residing at
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~OMMOr~IEALTH OF PgN11T5YL0ANIA
- SS.
-=;COUNTY OF C~ygggr._A*tn
We , DONNA F . HOFFMAN, JAMES J. KAYER, DEBRA D . NELSON and PATRSCIA.
;~R. BROWN, Testatrix and the witnesses, respectively, whose names are
':~:~:~signed to the attached or foregoing instrument, being first duly sworn,
~~
~::: ~ do hereby declare to the undersigned authority that the Testatrix signed
=~ and executed the instrument as her Last Mill and Testament, and she had
signed willingly and that she executed it as her free and voluntary act
~:~ for the oses_:therein...:e~.pressed,_:_:ans]..that each _of the_.:witnesses,,.:_in_.::_.-_._.~.:_:..::_:.::
`~ ~ the presence and hearing of the Testatrix, signed the Will as witness
~'~".:and that to the best of his/her knowledge, the Testatrix was at that
~~.~` ars of a e ar alder, of sound mind, and under no
~:: -~t3.me eighteen ye 4
=~~~ =pans traint or undue influence . _
.--
DONNA F. HOF - TEST
Page 3 of 4
WHEREOF, I have Hereunto set my nar~a ~~~ a~~~~u 1LL,~ .~~..~.
day of August, 1998. ~`
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Grp? ~::
D011~TA F . HOFFMI~N °=``
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residing at
gat
.` .witness
~ " - day of August, 1998. ~- ~ t ~ .. :1 .. ,.__.
"" °~• OMB Approval No. 2502-0265
i'-•~~~• ~~ ,A. Settlement Statement (HUD-1)
,~
~~-
1. Q FHA 2. [] RHS 3. Q Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
12-31
4. Q 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:
Holly Lyn Shoemaker Estate of Donna F. Hoffman USDA Rural Development
22 Clifton Terrace, Carlisle, PA 17015 1404 Walnut Bottom Road, Carlisle, PA 17015 401 East Lowther Str, Ste 304, Carlisle, PA
17013
G. Property Location: H. Settlement Agent: I. Settlement Date: 06/22/2012
1404 Walnut Bottom Road A One Settlement Services, LLC Disbursement Date: 06/22/2012
Carlisle, PA 17015 337 Lincoln Street, Carlisle,-PA 17013
South Middleton Township
Place of Settlement: TitleExpress
337 Lincoln Street, Carlisle, PA 17013
• .
r.4 ~ i -i~ ?'Y N
.. tom. '
101. Contract sales puce 146,000.00
102. Personal ro
103. Settlement charges to borrower (line 1400) 4,892.69
104. Payment Toward Principal payable to USDA Rural H 221.65
105.
Ad'ustments for items aid b seller in advance
106. Cityltown taxes to
107. County taxes 06122/2012 to 1213112012 158.97
108. Assessments 0612212012 to 06130/2012 26.69
109.
110.
111.
112.
120. Gross Amount Due from Borrower 151,300.00
20D.p~ ~tltbYll~f' , ~~of;Biyrrow~er .
201. Deposit or earnest money 1,000.00
202. Principal amount of new loan(s) 151,300.00
203. Existin loo s taken sub'ect to
204.
205.
206.
207.
208.
209.
Ad'ustments for items unpaid b seller
210. Cityltown taxes to
211. County taxes to
212. Assessments to
213.
214.
215.
216.
217.
218.
219.
220• Total Paid Ifor Borrower 152,300.00
,, i
~.:
.... .............r .. ._. ,.. .. _ ... ...
301. Gross amount due from borrower (line 120) 151,300.00
302, Less amounts paid byffor borrower (line 220) 152,300.00
303. Cash ~ From 0 To Borrower 1,000.00
.:. .. .. .r ~ ..: .-.. . ~.. .. ...•. .. .t:... :..
r_;L
401. Contract sales price 146,000.00
402. Personal ro ert
403.
404.
405.
Ad'ustments for items aid b seller in advance
406. Cityltown taxes to
407. County taxes 0612212012 to 12131/2012 158.97
408. Assessments 06122/2012 to 06!30/2012 26.69
409.
410.
411.
412.
420• Gross Amount Due to Seller 148,185.68
.;BOO .,: {~I~EIE Ct~04:~0f~1t0011f.DU!'.1~O~SQICIr , , . i - .. ~ a .. ',
501. Excess deposit (see instructions)
502. Settlement charges to seller (line 1400) 10,567.09
503. Existin loo s taken sub~ect to
504. Pa off of first mort a e loan
505. Pa off of second mort a loan
506.
507.
508.
509.
Ad ustments for items unpaid b seller
510. Cityltown taxes to
511. County taxes to
512. Assessments to
513.
514.
515.
516.
517.
518.
519.
520. Total Reduction Amount Due Seller 10,587.09
X00 i"as~at~~fltit~ont:S'° ler - "
601. Gross amount due to seller (line 420) 146,185.66
602. Less reductions in amount due seller (line 520) 10,567,09
803.
p n Cash XQ To ~ From Seller
p a nt a q Y^ ut mu o, e Y u ns repuu
o eom 135,618.57
P e e
lms fomt unless Il Oiapliya a Cunenlly vell0 OMB eam~ol numM:r. No wnridmlia0ly Is essuteQ lhla diSdaSYn: Is menUatory. Th1515 designeC to Provltle the pahies to a RESPA cpvere0lransaglon with informilWn Eunnp the sehllmem
pmeess.
Previous editions are obsolete Page 1 of 4 HUD-1
:700: TotahReaF~F.ifstaB~oker.Fees; ~"8,98500. - ~ -~:. -. - ,Paid From. ' `Paid-From
Division ofcommission. Iine:70U as follows: B.Orrower's Sekler's
701• $4,605.00 to Prudential Home Sale Services Funds -afi Funds at.
702. $4,380.00 to Re1Max Delta Group Settlernert. -Settkement
703. Commission paid at settlement 8,985.00
704. Broker Fee to Re1Max Delta Group 195.00
:.~ .,,
_ _ _.
_ ,in~cnnabti'on:widi Loan:-..:: ,; - _- -
801. Our origination charge (Includes Origination Point 0.000% or $0.00) $ (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)
804. Appraisal fee to Rural Develo ment (from GFE #3) 425.00
805. Credit report to (from GFE #3)
806. Tax service to Rural Develo ment (from GFE #3) 96.00
807. Flood certification to from GFE #3
808. to
_ _ _ -
:900:•: I~mi% .. u T~niferto±be%P.~idm=.l~dvmce`-: -. ~. =' _ _ _
901. Daily interest charges from from 06122/2012 to 0710112012 @ $O.OOlday (from GFE #10)
902. Mort a insurance remium months to from GFE #3
903. Homeowner's insurance •- far 1 ears to Erie Insurance Exchan a $562.00 P.O.C. B' (from GFE #11)
904. months to from GFE #11
_. .. -
.. OII.l61- ... ..,.. ...... ... - ........ ..
_ -.. _
1001. Initial deposit for your escrow account (from GFE #9) 1,220.94
1002. Homeowner's insurance months $ 46.83/month $
1003. Mort a insurance months $ /month
1004. Pro taxes months $ !month
1005. months $ !month
1006. Assessments months $ 0.001month $
1007. Escrow for taxes and insurance $1,220.94
.. , .._
__ . ..
1101. Title services and lender's title insurance from GFE #4 1,365.75
1102. Settlement or closing fee to $
1103. Owner's title insurance from GFE #5
1104. Lenders UUeinsurance $1,313.75
1105. Lender's title policy limit $151,300.00 Lender's Policy
1106. Owner's title policy limit $146,000.00 Owner's Policy
1107. Agent's portion of the total title insurance premium $1,028.16
1108. Underwriter's portion of the total title insurance premium $285.59
1109. Notary Fee to Kell Baker $30.00 20.00
1110. Wire Transfer Fee to A One Settlementsl0rrstoun $12.00
1111. Overnight Mail Fee to A One SettlementslFed Ex $10.00
_ - - -
.. .. .
;1~00.,. ,. ..• .. -:~d:Tranafer:Cb- .~ ': . _ ::. .. -: ~~ . ;: _: -
1201. Government recording charges $ (from GFE #7) 130.00
1202• Deed $62.00 Mort a e $68,00 Release $
1203. Transfer taxes $ (from GFE #8) 1,460.00
1204. CitylCounty taxlstamps Deed $1,460.00 Mort a e $
1205. State Tax/stamps Deed $1,460.00 Mort a e $ 1,460.00
1206. Deed $ Mort a e $
_:. ~ - _ ._
:1~b~d4~dilional.5~llen~ltCh _ - ` - = -. . - -
1301. Required services that you can shop for (from GFE #6)
1302. to
1303. Pest InspeuKion to All American Pest Control $45.00 P.O.C. B'
1304. 2012 CouniylTwp. taxes to Robert Cairns, Tax Collector $303.03 P.O.C. S'
1305. 2011-2012 School Taxes to Robert Cairns, Tax Collector $1,220.94 P.O.C. S
1306. Final Water/Sewer - Acct#022208 to S.M.T.M.A. 102.09
1307. Deed Prep to Boric & Scherer POC
1308. Home Inspeoions to MidPenn Home Ins 'ons $280.00 P.O.C. B
~ ~ , ~ ~ ~ - 4,892.69 10,567.09
'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 ~ of 4 NUD-1
., .,
.Good:Faith.Estlmate ~ :~ ~I~)D-1 , _
0.00 0.00
0.00 0.00
0.00 0.00
1,460.00 1,460.00
~;,{:~~oo_~Fai9tiEs6niafer s _'= ;H1~1
150.00 130.00
425.00 425.00
32.00 0.00
96.00 96.00
1,448.75 1,365.75
0.00 0.00
2,151.75 2,016.75
$ -135.00 or -6.2740
~.?~!W~';si~
1,263.79 .._:~! Ms j14iWT'E i1 YJa~a+
1,220.94
0.00 0.00
540.00 562.00
Loan Turns
Previous editions are obsolete Page 3 of 4 HUD-i
note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender.
HUD CERTIFICATION OF BUYER AND SELLER
~ ~ `r, , „ ~ 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.
Holly Lyn Shoe~na er Vr
Estate of Donna F. Hoffman ~'
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.
.~9'
SETTLEM NT AGI_ T DATE ~
WARNING: IT IS .4 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
.- '
a~ ~. *.
~ ~
Name of Borrower: Name of Seller File Number
Holly Lyn Shoemaker Estate of Donna F. Hoffman 12-31
TitleExpress
Prepared 06/21!2012 at 3:42 pm
Noce: This page is furnished to give you an itemization of the amounu shown on Lines ttOt, i103 and _" ~` •i I ~, ~
1104 of the Settlement Statement (HUD-t). This page accompanies but is not a part of the
settlement statement. If a discrepancy exists, the information shown on the Settlement Statement
(HUD-1) applies.
i ~ ,~ ~ 1.
\..JC~•`.!L-._, S • u ~l.(~.(.~C,~ ~'~EC: Date 6/22/12 • "~I ~i~!l~LL ~i f~"v~ Date 6/22/12
Estate of Donna F. Hoffman ~~ L Holly Ly Shoemaker
~ o ~~
FINAL DISTRIBUTIONS:
Catherine Greeley $76,926.91
Sharon Eakin $76,926.91
Cynthia Mangum $76,926.91
EXHIBIT "B"