HomeMy WebLinkAbout03-05-13~,~ 1505610143
REV-1500 Itx(°'-'°' `'
PA De artment of Revenue OFFICIAL USE ONLY
p Pennsylvania c°~my cpae veer File Number
Bureau of Individual Taxes °C°""""EAROF ""r1EM1e
Po Box.zeoeot INHERITANCE TAX RETURN 21 12 0795
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
06 2012 12 OS 1932
Decedent's Last Name Suffx Decedent's First Name MI
WAHL RICHARD W
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffz Spouse's First Name MI
WAHL COLETA A
Spouse's Social Security Number
THIS RETURN M UST BE FILED IN DUPLICATE WITH THE
R EGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Retum (date of death
pdor to 12-13-32)
4. Limitetl Estate ~ 4a. Future Interest Compromise ~ 5. Fetlerel Estate Tax Retum Requiretl
(data a daatn anar 1z-tzaz)
'~ g Decedent Oied testate
(Attach C°pY of Willl ~ ~ ~An ~~omeinte~rreaat_ivine Tn'st
py of Trust) e. TOtal Numberof Safe De sit BOxes
~
9. Litt anon Proceetls Receivetl
^ g 10. 5 ousel P v Cred't tlate of death
b~tween 1~1-~1~It and ~-i-95) 11.EIeQion to tax under Sec. 9113 A
~
( )
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL 7Ax INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JERRY A WEIGLE ESQUIRE 717 ~2 7388=;y
~ m
0
REGIS~~ ~WJLL~E O~Y_n
r-n~
t,
First Ifne of address ~
~ N ::.r U1 z
126 EAST KING STREET •x
~~ ~ ~ ~ o n
+:3
Second line of address ~ ~ 1_, Vii: ~-fir
_ -.
~ ~ ' `~~ rn
,
DATE FI ~ ~
City or Post Otfice State ZIP Code
SHIPPENSBURG PA 17257
Correspondent's a-mail address:
1505610143
1505610143
J~
~, 1 1505610243
REV-1500 EX
Decedent's Social Security Number
oacatlenrs Nama: Wahl, Richard W. 182 30 3416
RECAPITULATION
1. Real Estate (ScheduleA) ...................................................................................... . i. 240 , 000.00
2. Stocks and Bonds (Schedule B) ............................................................................ . 2. 2 , 352.50
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. 2 , 954.71
fi. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous -Probate Property
(Schedule G) Separate Billing Requested............ 7. 205 , 246.55
8. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 450 , 553.7 6
9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 39 , 242.69
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 4 , 7 93.71
i 1. Total Deductions (total Lines 9 8 10) ................................................................... 11. 44 , 03 6 . 4 0
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 4 O 6 , 517 .3 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. 4 O 6 , 517 .3 6
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 0
0 0 15 0. 0 0
.
(a)(7.2) X .00 .
16. Amount of Line l4 taxable 406,517.36 16. 18,293.28
at lineal rate X .045 -
17. Amount ofLine 14 taxable
00
0
17
0.00
.
at sibling rate X .12 .
18. Amount of Line 14 taxable
0
00
18
0.00
•
at collateral rate X .15 .
79. Tax Due ................................................................................................................. . 19. 18,293.28
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-12-0795
DECEDENT'S NAME
Wahl, Richard W-
STREETADDRESS
22 Rich's Drive
CITY
Shippensburg STATE ZIP
PA 17257
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 18,293.28
2. Credits/Payments
A. Prior Payments 8,000.00
B. Discount 421.05
Total Credits (A + B) (2) 8,421.05
3. Interest (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Cheek 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) 9,872.23
Make Check Payable to:
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a trensfer 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 inwme :.................................. 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
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 benefciary.
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. §9176 (a) (1)].
. The tax rate imposed on the net value of trensfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)j. A
sibling is defined under Section 9102, as an individual who has at least one parent in common whh the decedent, whether by blood or adoption.
Rev-7502 EX. 111-08)
SCHEDULE A
REAL ESTATE
COMMON W EALTH OF GENNSri VANIA
INHERITANCE TAX RETDRN
RESIDENT nECEOENi
ESTATE OF
NUMBER
All real property owned solely or as a tenant in common must be reportetl at fair market velw. Fair market value is tlafined es the price et which propany woultl be
exchangetl between a willing buyer end a willing seller, neaher being compelled lc buy or sell, both having reasonable knowledge of the relevant facts.
Real property whleh Is jointlyHwmetl wHh dght of survivorship must be dleclosed on schedule F.
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA•1500 Schedule A (Rev. 11-OB)
(If more space is needed, additional pages of the same size)
ReY-1503 EX+ (6~g81
SCHEDULE B
STOCKS 8L BONDS
COMMONWEHLTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wahl, Richard W. 21-12-0795
All property jointly-ownetl wiN nght of aunivormhip moat be dbclosetl on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
.CIF DEATF7
1 50 shares of Prudential Financial -stock 47.05 2,352.50
TOTAL (Also enter on Line 2, Recapitulation) 2,352.50
(If more space Is nestled, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule B (Rev. 6-98)
Red-1606 EX+i6-a0)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF RENN6YLVANIA
INHERRNNLE TA%RETURN
RESIDENTDECEDENT
W.
FILE NUMBER
ESTATE OF
Inclutle the proceeds of litigation entl Me tlate the proceetle were rewivetl by the estate.
All property )oindy-ownetl with Me ngM of survlvorahip must be tllaclosstl on schedule F.
(If more space is needed, add'Rional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-0510 E%~ (6-ea)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWE4LTHOF PENNSYWANIA
INHERRANOE TPX RETURN
RESIDENT DECEDENr
ESTATE OF
Richard W.
FILE NUMBER
Tnis schetlule must be c°mpletetl and flatl if the ansxreHD any M questions 1 MrouBh < qn the reverse sideW the REV-1500 COVER SHEET is yas.
ITEM
NUMBER DESCRIPTION OF PROPERTY
THE DATE OF TROANSFERSATTACIITA COPYEOF TORE DEED ~OR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET %OF DECD'S
INTEREST E%CLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 Vanguard -beneficiaries sons of decedent -Max S. 205.246.55 100.000°/a 205.246.55
Wahl, Michael L. Wahl, and Mark R. Wahl
TOTAL (Also enter on Line 7, Recapitulation) ~ 205,246.55
(Ir more space is nestled, addRiOnal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 E%t (10-06)
'. SCHEDULE H
COMMOI 1~A~~7t{DF^Px ~N~~$Y~ynHiA ~ gDMINSTRATIVE COS S
ESTATE OF FILE NUMBER
Wahl, Richard W. 21-12-0795
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION ~ AMOUNT
NUMBER
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
6,936.99
Street Address
City State Zio
Year/sl Commission paid
2. Attorhev's Fees Weigle & Associates, P.C. 8,500.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Coleta A. Wahl
Street Address 22 Rich's Drive
city Shippensburg state PA zip 17257
Relationship of Claimant to Decedent SpOUS@
4. Probate Fees 461.50
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 19,844.20
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 39,242.69
Copyright (c) 2009 form software only The Lackner Group, Inc.
Fonn PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wahl, Richard W. 21-12-0795
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Fogelsanger-Bricker Funeral Home 6,862.00
2 Reception Food 48.13
3 Wreath and Ribbon 6.86
H-A 6,936.99
4 Probate Fees
Register of Wills, Cumberland County -Letters Testamentary and Short Certificates
71.50
5 Register of Wills, Cumberland County -additional probate fee 390.00
H-B4 461.50
6 Other Administrative Costs
Cumberland Law Journal -advertising Letters Testamentary
75.00
7 Exxon -lawn mower gas 17.10
8 Full Blast -pressure wash of house exterior 534.24
9 Linda K. Klein -notary fee 20.00
10 Max S. Wahl -executor expenses including travel 13.86
11 News Chronicle -advertising Letters Testamentary 113.00
12 Real Estate Settlement Expenses -including County Tax Proration (514.79); Realty Transfer 17,441.25
Tax ($2,400.00); and Auctioneer Fees ($15,026.46)
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
Wahl, Richard W. 21-12-0795
ITEM
NUMBER
DESCRIPTION
AMOUNT
13 Register of Wills, Cumberland County -filing PA Inheritance Tax Return 75.00
14 Register of Wills, Cumberland County -filing Family Settlement Agreement 75.00
75 Register of Wills, Cumberland County -one Short Certificate 4.00
16 Rosenberry's Septic 362.40
17 T. L. Sheffer, LLC - dumpster rental and trash removal. 1,135.00
18 Wal Mart -residence keys 5.35
19 Washington County Solid Waste -pump debris .33.00
H-B7 19,844.20
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev~1512 E%+ (12A81
~
~ SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTNOF PENNSYLVANIA
INHERITANCE TA%RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wahl, Richard W. 21-12-0795
Report debts ineumd by the decadent prior to Malh that nmalnetl unpaid at the date of deffih, Including unroimburoed medics) expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Century Link 54.46
2 Direct TV 71.08
3 Harry Killian, Tax Collector - 2012 school taxes 3,701.27
4 Harry Killian, Tax Collector - personal taxes 9.80
5 Internet 30.75
6 Penelec 169.85
7 Reese's Plumbing 90.00
8 State Farm 404.00
9 Weigle & Associates, P.C. -outstanding billing for work prior to date of death 262.50
TOTAL (Also enter on Llne 10, Recapitulation) I 4,793.71
(If more space is needed, atlditional pa0es of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I (Rev. 12-00)
PFV.1 S1i FYw 1'11JIR1
SCHEDULE J
gLTC~{E (~( E Gu
COM,NIOENNT OECEOENTRN ANA BENEFICIARIES
ESTATE OF FILE NUMBER
Wahl, Richard W. 21-12-0795
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S1 RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116a 1.2
1 Mark R. Wahl Son One-Third Share 135,505.79
42 Overview Lane
Loysville, PA 17047
2 Max S. Wahl Son One-Third Share 135,505.78
P. O. Box 417
Maugansville, MD 21767
3 Michael L. Wahl Son One-Third Share 135,505.79
24407 Galeano Way
Damascus, MD 20872
Total 406,517.36
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet as a r o riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS 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. Fonn PA-1500 Schedule J (Rev. 11-08)
LAST WILL AND TESTAMENT
I, RICHARD W. WAHL, presently residing at 22 Richs Drive, Shippensburg,
Cumberland County, 17257, zip being of sound mind, memory and disposition, do hereby make,
publish and declare this my Last Will and Testament, hereby revoking and making void all Wills
by me at any time heretofore made.
FIRST. I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to our children namely, MAX S. WAHL, MICHAEL L.
WAHL, and MARK R. WAHL on a per stirpes distribution basis.
THIRD. I nominate, constitute and appoint my son, MAX S. WAHL, presently
residing at 13638 Village Mill Drive, Maugansville, MD 21767 to be the Executor of this my Last
Will and Testament. In the event that MAX S. WAHL be unable to fulfill the duties of Executor,
I then nominate, constitute and appoint MICHAEL L. WAHL, presently residing at 24407
Galeano Way, Damascus, MD 20872 and MARK R. WAHL, presently residing at 42 Overview
Lane, Loysville, PA 17047 or the survivor thereof as Co-Executors of this my Last Will and
Testament.
FOURTH. I direct that my personal representatives shall not be required to give bond
for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, RICHARD W. WAHL, have hereunto set my hand and seal
to this my Last Will and Testament, written on one (1) page. this _~ day of
2009.
Z u-h ~ LL/, N/~~- (SEAL)
WEIGLE E. ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 1]25]-139]
This instrument was by the Testator, on the date hereof, signed, published and declared by him to
be his Last Will and Testament, in our presence, who at his request and in the presence of each
other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed
our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
I, RICHARD W. WAHL, the person whose name is signed to the foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
RICHARD w. wAHL
Sworn or affirmed to and acknowledged before
me by RI HARD W. W e Testator,
this' ay of 1 , 200,.
A `/
G ~
II NOTARIAL SEAL
Jerry A Walgle, NOUrv Public
qty o! Sh~rr+c^snurp, Gumberlatnd County
My i.":_' s~an Ea__ Pig 1Ob_°' 07. 1010
WEIGLE 6 ASSOCIATES. P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - 6HIPPENSBURG, PA 1]25]-139]
~`~ ~~~~~
~.~~ ~ ,
~~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
,J -
and ~~Q~-~- i (-7-0 i~ia- ,the witnesses whose names aze signed to the
foregoing instrument, being duly qualified according to law, do depose and say that we were
present and saw'RICHARD W. WAHL, the Testator, sign and execute the instrument as his Last
Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator, signed the Will as
witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more
yeazs of age and of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed before me
by~`~r~c~c ~ ~`~~~P ~l ,
r
and __ -) ~S < <'q
this 7 5a~av of C.~dd/l~t/h/ /, 2009.
(.~
Notary ~,;.
V
COMMONWEA TN P~ENNfYlVAN1A
NOfARIAI SEAL
tarry A. WNpI~, Notny Pubiie
City of SAi~burp, CumbsrUnd County
MY CommitNOrt Ezpirtas October 07. 2010
WEIGLE 6 ASSOCIATES. P.O. -ATTORNEYS AT LAW - 126 EAST KING STREET - 6RIPPENSBURG, PA 1]25]-139]
t°/1.(_U-0.-i
~'
'Q$MENTQCry
G OMB..pgOVY N0. 35@-0305
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* ° A. Settlement Statement (HUD-1)
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FHA 2 ~ RHS 3. ®Conv. Unins. fi. File Number 7. Loan Number . 8. Mortgage Insurance Case Number:
33855 472654-01
L ~ VA 5. ~ Conv. Ins.
-_.____....__ _ _. .... .x
C.Note: rmrm.urwnw~.amv~.n..=w.ova,m,Y..w.nwnwro.nm..v.wmm.mqu...w.m.n wn~•. m,.n. imm, man.a
'm.o.cr wM r.m an.m. m. e.Yns: vrr ue mm nererarmamaiwa ww.W .m...oi..iw.o m m. mwe.
). Name antl Atltlress of Borrower E. Name 8 Atltlress of Seller ' F. Name antl Adtlress or Lentlec
Marcus H. Hoover 8 Estate of RichaN W. Wanl AgChoice Farm Cred'R, ACA
Lucille W. Hoover ~ 900 Bent Creek Blvd.
696 Ridge Road Mechanicsburg, PA 17050
Shippensburg, PA 17257
i I
22 Richs Drive, Shippensburg, PA 17257 I Zullinger-Davis, Professional Corporation 1/6/2013
Hopewell Township, Cumbertantl County ~ ___-._____-._.
Tax Parcel #11-10-0610-007E Place of SeWement I
Hamilton C. Davis, Esquire, 20 E. Burd St.,
Shippensburg, PA 17257
Y00. Gross Amount DUe From Borrower 400. Gross Amount OUe To Seller ~ _ _ _
-
'101. ConVact sales price 240,000.00 401. Conbact sales pdce 2ad,0o0.00
102. Personal Property 402. Personal Property
703. Settlement charges to borrower (line 1400) 5,a07.00 403. '
i
104.
Lender's Stock/Participation Certificetes
1,000.00
404. . _ __-_.. _.
- --
105. 405. ~
- _
-
Adjustments for items paid by seller in atlvance Adjustments for items paitl by seller in atlvance
'
_ _
108. Ciryttown taxes to 406. Cily/town taxes to '
107. County taxes to i 407. Coumy taxes to
1706. Assessments to 406. Assessments to
-
109. School Tax 01/06/13 fo 06!30/13 1,754.30 409. School Tax 01/OtY13 to 06/30/13 ~ 1,754.30
710. Garbage Fee 410. Garbage Fee I
_
__
711. 411.
---
'112, 412.
X120. Gross Amount Due From Borrower 248,561.30 420. Gross Amount Due To Seller 241754.30
200. Amounts Paid By Orin Behalf Of Borrower 500. RetlucOOns In Amount Due'(o Seller
201. Deposits or earnest money s,d9o.od 501. Excess deposit (see insWCtions) I_
_ -
202. Pdncipal amount of new loan(s) 192,000.00 502. Settlement charges [o seller (line 1400) 20,02a.85
203. ExisOng loan(s) taken subject to 503. E>osOng loan(s) taken subject to
204. Refuntl to Borrower 850.00 504. Payotf of first mortgage loan
05. ApDliw0on Fee from Borrower 350.00 505. Payofr of second mor(gage loan
206. 506. '_
-
207. 507. _ _
208. 508. Inheritance Tax Escrow per tale tympany ' 5,780.00
_..____-
209. 509. ' _ _ _ _ _ _
Adjustments for Items unpaid by seller Adjustments for items unpaitl by seller _ _ -
- _--
10. Cityttown taxes to 510. Ciryttown taxes to -
211. County taxes 01/01/13 t0 01/08/13 74.79 511. County l8xes 01/01/13 [0 01N8/13
~~ 1479
-
12. Assessments to 512. Assessments to
~
213. School Tax to 1 573. School Tax to '1
_
214. ~ 514. _ _--
215. ~ 515. i
216. 516.
--
217. 517.
218. 518. ~ _
219. 519. ~~
220. Total Paitl By/For Borrower 198,21a79 520. Total Retlucdon Amount Due Seller I 25,819.84
300. Cash At Settlement FromRo Borrower 600. Cash At Settlement TWFrom Seller
~
301.
302. Gross Amount due from borrower (line 120)
Less amounts paid byRor borrower (line 220) 2a8,561.30
196,274.79) fi01.
602. Gross Amount due to seller (line 420)
Less reductions in amt. due seller (line 520)-`,( 2a1,754.30
25,et9.64)
303. Cash ~ From ~o Borrower S 50,346.51 603. Cash ~To From Seller I 5 275,934.66
The Public Reporting Burden for this collection of infor
rata. This aaencv may not collect this information. and mation is estimatetl al 35 minutes per response (or collecting, reviewing and reporting Ne
you are not required to complete Nis form, unless it displays a currently valid OMB control
number. No confden5alily is assured; this tlisUOSUre in mantlarory. I nis Is deslgne0 to prowoe me parties 1o a rctarH wveree rmnsacnon vnm
information tlunng the settlement process.
B rro oyrer MatcOS H.tH~y4r , ^ n ~ Seller Estate of Ri and W. ah
-BOmower „L~o-uUII~e W. HooQve/1r I~.^~"L1 eJv Seller
_-_.__._
vnwa.:.mw.. ar..S..mM P.e•+YS .. rvuo-!
to
0.00
f1000
1001. ON 'De naC°
Initial deposit fdryour escrow akxnuht
(from GFE #9) y, .•. n's_
000- +";.
1002. HameOwneYS insumnce months ~ 8 per monN S i i
1003. Mortgage insurance monNS ~ $ per monN S
1004. Property taxes months ~ $ per monN $
1005. months ~ $ per monN 8
1006. months ~. S Dar month S ,
1007. months @ $ per monN $
1008. Aggregate Adjustment -S ,
1100_
1101. t1eC a. ea
Title services antl IBntleYS Mle insurance ;~~ ~rY.. ..
~ ~7hay,8 ." S=F lr ~
(from GFE #4) _ 7 895.00 '.
7102. SeUlement or Dosing fee $
i _ _ ,
1103. OWr7ef'6 lute lnsu2nCe 240.00 (from GFE#5)
1104. LendeYs title insurance $ 7,360.00 i
1105. LendeYs Utle poliq limit $ 792,x00.00
1106. Ownels title policy limit $ 240,oo0.0a _
1707. Agent's ponion of Na total title insurance premium $ ~~
1708. UntlerwriteYS portion of the total Utle insurance premium $
1109. Endorsemenl87001300/900 750.00
1110. Insuretl Closing Protection letter 75.00
-__.. ..
1111. Package Download Fee/OVemight Mail 70.00
7200.
1201. o .. arrtRecordla ;and ns harges:~
Gavemmen[recortling chergesRecorder of Deeds
(tram GFE#7) ~ - `* ~ ;"'
~~-tx v.
734.00-~ 0.00
1202. Deed $ 6200 Modgage $ 72.00 Releases $ !
__.
1203. Tfanafer taxes Recemer of Deeds (from GFE #6) 2,400.00 ~ 2,400.00
- __.____. _.
'__..
.
1204. City/County fax/stamps Deed$ 2,400.00 Mortgage$ r
1205. 3Nle tax/stamps Deed $ 2,400.00 Moggage S ~~
1206.
1202
• pw owzae a msrq M comer
' PW wlstle W tlovq M aMv
rn~w..aaau ar. oewau a~zora - Huo-+
1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) " ' r r '
Y
son ofGood Forth Estimate (GFE) and HUD 1'~Charges psi ~°,
_~e5 That Cannot Increase HUD-1 Line Number
,r origina0on charge # 801
lour creditor charge (paints) for the specific interest chosen # 802
Your atljustetl origination charges # 803
Trensfer taxes # 1203
.Charges That in Total Cannot Increase More Than 10%
Gpvemment recoMing charges # 1201
Appraisal Fee # 804
Flood Determination Fee # 810
#
a
Charges That Can Change
Inieal tlepasit farydur escrow account # 1001
Dairy interest Uaryes # 901 $ /day
Hamewnars insurance # 903
Lenders Tige insurance # 1104
Owners Ti0e Insurance # 1103
I non Terms
865.00 ~ B6:
865.00 86;
--2,400.00 ~--- _-- 2,401
:CadtlPaME9insa atidMUO-1
_ =~
134.00. 134.00
495.00 495.00
10.00 18.00
647.00 647.00
$ 0.00 or 0.00%
"~' B~ NNUO.1s~~:
_ _..-I___ 0.00
__._._.. _. _ __.
-- 400.00 --
1,360.00 ~ 1,360.00
350.00 ~ - 240.00
your initial loan amount is $ 192,000.00
Your loan laim is 20 years
Your initial interest rate is 4.700 %
Your inttial monthly amount owed for pnndpal,interest $ 1,232.23 includes
and any mdrtgage insurance is ® principal
® Inleresi
^ Mortgage Insurance
®No ^ Yes, it wn rise to a maximum of %. The frst change will be
Can your interest rate rise?
on and can change again every after
. Every cnenge dale, your interest rate ran incense
or decrease by %. Over the IHe of Ne loan, your interest rate is
guaranteed to neverce lower than %or higherthan %.
Even Hyou make payments on time, can your loan balance nse? ®No ^ Yes, it can rise to a maximum of $
Even if you make payments on time, wn your monthly ®No ^ Yes, the irsl increase will be on
amount owed for principal, interest and mortgage insurance rise antl the monthy amounts owetl wn rise to$
The maximum it can ever r¢e to is $
Ooes your loan have a prepayment penaltyt ®No ^ Yes, your maximum prepayment penalty is $
^ No ~ Yes, ydu have a balloon payment of $ 136,667.59 due in
Dces your loan have a balloon payment?
8 years on
® Ydu tlo not nave a monthly escrow payment far items such as property taxes
Total monthly amount owed including escrow account payments and hdmeownars insurance. You must pay these items directly yourself
^ You have an atlditional monthly escrow payment of $
that results in a total initial monthly amount owed o($ This
incudes pnndpal, interest, mortgage insurance and any items checked below.
Property taxes ^ Homeowners insurance
^ Flootl insurance ^
Note: If you have questions about the 8eftlement Charges and Loan Terms listed on this farm, please wntact your lender.
a,awus aan~... meow. neeeawa -- Huo.i
2800 Buchanan Trail Eest
Greencastle, PA 17225
717.597.9100
FAX 717.597.9922
277 Eastern BoulevarA
Hagerstown, MD 21740
301.733.3330
8GG.4 BIDDERS
Bill To
COLETA WAHL
Max Wahl
PO Box 417
Mau¢ansville, Md 21767
,~.e ~u~
Date Invoice #
10/30/2012 3581
P.O. No. Due Date
22 RICHS LANE 10/30/2012
Item Description Amount
Record Herald Advertising Display ads 185.30
Record Herald Advertising Showcase 80.00
Public Opinion Advertising Display ads 135.52
Public Opinion Advertising Display ads reschedule 50.82
Public Opinion Advertising Homes Guide 300.00
Franklin Shopper Advertising Display ad 108.55
Lancaster Farmer Advertising 345.84
The Sentinel Advertising 361.81
The Sentinel Advertising 25.61
The News-Chronicle Co. Advertising Display ads 10/19, 10/23 & 150.00
10/24
Frederick News Post Advertising display ads 96.04
Radio Advertising Radio Advertising 25.00
Electronic Billboazd Electronic Billboazd 30.00
Information Packets Advertising Information Packets 103.60
Signs-banners Advertising banner 117.62
Internet Marketing Internet Mazketing 250.00
Commission 5% Auctioneer's commission of $240,000 12,000.00
Outside Services CURFMAN AND ZULLLINGER paid ck 660.75
14435
Misc. Expense Misc. Expense Personal Property Auction
Expenses 2598.39
Total $15,026.46
Payments/Credits $0.00
Balance Due $15,026.46
www.HURLEYAUCTIONS.com ~
Prudential
J~JnLIr~~~1~1111J1~n111~I111~11a~11dlalaJl~n1~~I~I11~iL
RICHARD W WAHL
22 RICH DR
SHIPPENSBURG PA 17257-8625
~,omputershare
Computershare Trust Company, N.A.
PO Box 43033
Providence, RI 02940-3033
Within USA, US territories b Canada 800 305 9404
Outside USA, US territories 0 Canada 732 512 3782
www. com puters ha re.com/f nvestor
Prudential Financial, Inc. is organaed under the laws
or the state a NJ.
Holder Acwunt Number
00003287408
Company lD
SSNITIN Certified
PRLL
Yes
Transaction(s)
Date I Transaction Description SharesNn al I CUSIP I Descrption
18 Dec 2001 Distribution of Value 50.000000 744320102 Common Stock
ACCOUnt Information: Date: 19 Jun 2012 (Excludes transac0ons pending settlement)
Current
Direct Shared Price Value ($) CUSIP Class
Registration Units Per Share Description
Balance
50.000000
48.330000 2,416.SD 744320102 Common Stock
IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS.
This advice is your IewrO of the share vawadbn aAeuTrq your account on tlw books d the Canpalry n partof the Dlred ReglsPeAm Sysbm. II b nearer a negotiable insaumem nor a aecuity, and delivery d Mis ad+ire don na of kseN
coMer any Agha on the reciDrent. n should M keDl wkh you Ynpatwd daclmena as a record of yolr vanasNP al Areas shares.
No eGbn on your pmt it raWiretl, uMns you wah ro dapoeM pur exiadlq aNkmbs, sell a re9un18 certaceb, ar Mlrela your cook-enby shares.
TM IRS re9ures Mat we IeDort the arst bean al arbM shores xAWlea aMr Jamsay 1, 2071. N yax shorn was covered by Me bgbbtlon ant ynu have add ar Vanahrred Are aMres alk repreaed a spxac coal bash DAIDUIadon malwd,
wehm ProWSSedn represbd. ayou diJ mtapacryelmi Mail calcllatlm maMad,we have dabNbdblre Aid kl,firstM IFIFOI IneMOd. Pkwsevisil aurwaMNeaoxwuh ymelax atlvisarA you need adNawl alhrlnatlon atlW and MSk.
UDOn regued, Me Cwnpsmy rill lum6h ro airy sMrehddar, wahoN cMrye, a NII ablanenl of iM tleGgmams, Aphis pncludrN AAhls unto airy Canpalys Riphb Rpreanenl, d aryl. praierences ant IImIbMM of IM slaves olnch Gen ant
%ABe aulhalzedro M.Ia9110d.8rld IM dNMAIy er Ma a0ad OlnileGOR M dlVkf21M 6Mma h11tI5al9a and t0 dalamlM 81VJ dlallge lghta PRIaaKaS aid lma8d0116 0/ aty Ca66 Of SBMS.
PSS015 as Iql dBDreads al ('AnIDUlael199 Md aR 1101 IMnlad bj'tlle FaQ9lal Oapoul RyJIaRB CorporeMn. MC $eflxl4n hNe910f P(OIeGk11 (AIPaBbOn, sally drlm led&a U SIBIa BgB14Y.
g you do not keep In contM with us ordo nM hm any aclMty In you aaoud far Me gore patlotls apedlad Ay stab law, yourPrePertY multl beemna subkctro stale arJaknsd Propaly leas and Iremhretl ro tM appaapiab able.
40UDR
P R U
' 1x1I(SINNIi,a.Lmix.lk235i l(iM1l/(Nm5x1l(al'9i3
OOHSA9-PRU (Rev. 1/11) Please see important PRNACY NOTICE on reverse side of statement
PRU Historical Stock Quotes -Prudential Financial Inc. Historical St... http://www.marketwatch.com/investing/stock/PRU/historical?siteid=..
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June 2C. 20'12 3.38 PM EDT Fed continues Twin( Bernenke hint of more action '. It s earn nos sense ono v bile tb.,le era banCreds
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New von Lontla Tdcyo DOW -49.00 NASDAD 777 58P 500 -5.42 _
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E I ESJk"-~Le r(v='k+hetKO.' ' PRU 7gµralad rpe6rcA ~'
Set NeM Fintle&oker
Prudential Financial Inc. "EmarSymbDlorl~eywrod co
Mh N PMrolio Tratle a ETRNDE ._
NYSE: PRU ulm za'.
'k~1
OVERJIEW PRQ ILE NEWS C HARTS FINANCIALS ', MS'fCRICAi. OIYJ'fE5 ANALYST ESTIMATES OPTGJS SEC FILINGS PICKS HULBERT INSIDERS
counwwnro close-Reatlme qugbs Juno, xouaae p.m. Presioua cbce Dey low Dey high 52 weak low 52 week high
//~~ QQ AA
~T(7. ~ T -0.19 -0.39%
Volume L97m _ 5 48.33 u7.99
- 549.76 562.66 $66.30
-
tW tie 12p 1P 1p 3p
Enter Oate' '. SN ''.
i`listoncaf quote for: PRU
Wetlnesday, JUne O6, 2012 -- - -
ClosinB Price: 447.94
Open: £4G.d1
High: 447.64
Low: £dG.26
Volume. SAGM
ss
w
_ _.. es
49
M J
Coultl this Stock Triple?
Billionaire bets biB on young phemreceuliwl mmpany
ak_rc59ftinan;,lfllDnax co,TJGC#Y
PRU to Blow Up in 2012]
DonY tretle PRU until you get our WateO free weekly firstling etlvir<I
uxn-. T rsFles.pJUMSL+tLia coin
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Gal help in applying for you SSN Card for ony 59.87. Sign up Nowl
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CopyrlpD[¢ID4 MnrkeM2ldi.Inc. NlrlgDb reeerved ebba.F+retley tleh tlNeyetl lS mnNes lorMMeq, entl 2p Mnuree firaMereMmBes. norv.bnn nWnaFA ham DOwbnaaa
By usinO Drv sl¢, Vau npree N the Ter ns of SeMCe entl PMa W Polity-IPMTEO eo„perry, Iw.9FH(Ftratley tleb k proNtleE DY slSTelekurs mtl fie a+lese+80-MnWe Ealeyatl.M quMea sre in Ioul eiw4en0a Dine.
+onarzon
1 of 1 6/20/2012 3:47 PM
r.
Richard W. Wahl
PO Box 417
13638 Village MITI Drive
Maugansville, Mp 21767
Page > 1 of 1
Vt'tilglldttl`
Voyager Services: 800-284-7245
Total report value: $205,246.55
(Total report value indudee eny accruetl dividends.)
STAR Fund 10058-098929889261 11101/20011 3,432.855 $19.38
Equttylncome Fund Adm 10565-09892988926I11/19/2010I 1,818.738, $48.97
$86,528.73 -
$85,428.12 -
0003401408 07!18/2012 15:40:43
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