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HomeMy WebLinkAbout05-08-13 _J 1505610140 REV-1500 EX (01-10) PA Department of Revenue OFFICIAL USE ONLY au 0 PO BOX 280601 Taxes INHERITANCE TAX RETURN County Code Year File Number Harrisbu PA 17128-0601 RESIDENT DECEDENT 2 1 1 2 0 3 3 4 ENTER DECEDENT INFORMATION BELOW 0 3 0 9 2 0 1 2 1 1 2 3 1 9 2 4 Decedent's Last Name J O N E S Suffix Decedent's First Name MI J E N N I E M (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 FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS Q 1.Original Return 2.Supplemental Return 3.Remainder Return(date of death 4.Limited Estate prior to 12-13-82) 4a.Future Interest Compromise(date of E] 5.Federal Estate Tax Return Required QX 6.Decedent Died Testate death after 12-12-82) (Attach Copy of Will) 7 Decedent COPY of i Trust)a Living Trust _ 8.Total Number of Safe Deposit Boxes 9.Litigation Proceeds Received (Attach Copy of Trust) 10.Spousal Poverty Credit(date of death E] 11.Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFID Name ENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number R O G E R B I R W I N 7 1 7 4 9 0 3� m REGISI.6R WILLS UBFDNLY-:._ c7 First line of address tTt n "�' G,) xr r- --i r7 ,;.t 'n I R W I N & M c K N I G H T P C Second line of address �' �= '" a 'r1 6 0 W E S T P 0 M F R E T S T R E E T City or Post office State ZIP Code ti DATE FILED'-' G. r� C A R L I S L E P A 1 7 0 1 3 Correspondent's a-mail address: SUnder penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,antl to the best of my knowledge and belie/, is true,correct and complete.Declaration of preparer other than the personal representative is basetl on all information of which preparer has any knowledge. SIGNATURE F PERSON RESPONSIBLE F FILING RETURN n7�L'� ADDRESS •� 1}— S/O�� 60 WES" rvriFRE STREET r 4 SIGNATU P CARLISLE PA 17013 HER REPRESENTATIVE I DATE ADDRESS �f 60 WEST POMFR TREET CARLISLE PLEASE USE ORIGINAL FORM ONLY P 17013 Side 1 L 1505610140 1505610140 1505610240 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A) ....... .................. .......... ....... 1. 1 1 5 0 0 0. 0 0 2. Stocks and Bonds(Schedule B) ...................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .... . 3. 4. Mortgages and Notes Receivable(Schedule D) ...---............... 4. ' 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedula E)... .. .. 5. 4 7 1 6. 5 5 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ....... 6. 8 2 4 0 . 8 0 - - 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) [] Separate Billing Requested . ...... 7. 8, Total Gross Assets(total Lines 1 through 7) ........................... S. 1 2 7 9 5 7. 3 5 9. Funeral Expenses and Administrative Costs(Schedule H) ... .... ...... .. ... 9. 5 7 2 6 7 . 9 0 10. Debts of Decedent Mortgage Liabilities,and Liens(Schedule 0 ............. 10. 1 2 7 2 3. 1 8 11. Total Deductions(total Lines 9 and 10) ........ ..... ........ ....... ... 11. 6 9 9 9 1 . 0 8 12. Net Value of Estate(Lime 8 minus Line 11) ............................ 12. 5 7 9 6 6. 2 7 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. 5 7 9 6 6. 2 7 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable - at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _„ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.045 5 7 9 6 6 . 2 7 16. 2 6 0 8. 4 8 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable 0 . 0 18. at collateral rate X A5 19. TAX DUE .. .. ......... .................... ................_.., 19. 2 6 0 8 . 4 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �] Side 2 1505610240 1505610240 REV-1500 EX Page 3 File Number Decedents Complete Address: 21 12 0334 DECEDENT'S NAME JENNIE M. JONES STREET ADDRESS 47 LINN DRIVE CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2,608.48 2. Credits/Payments A.Prior Payments S.Discount 3. Interest Total Credits(A+B) (2) 0.00 - 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. (3) Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2,608.48 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ...................................................................... ❑ ❑ b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ X❑ c. retain a reversionary interest,or ................................................................................................ ❑ ❑ d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑X 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ X❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?............................................................ ❑ 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 Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvanla SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JENNIE M.JONES 21 12 0334 All real property owned solely or as a tenant in common must be reported at fair market value,Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 47 LINN DRIVE, CARLISLE, PENNSYLVANIA 115,000.00 SOLD-SETTLEMENT SHEET ATTACHED E TOTAL(Also enter on Line 1,Recapitulation.) $ 115 000.00 If more spy is needed,use additional sheers of paper of the same size. REV-1508 EX+(08-12) , pennsylvania SCHEDULE E DEPARTMENT REVENUE INHERITANCE TAX RETURN CASH, BANK DEPOSITS MISC. NC RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: JENNIE M. JONES 21 12 '0334 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PERSONAL PROPERTY-SETTLEMENT SHEET ATTACHED 1,439.50 2. MEMBERS 1ST FEDERAL CREDIT UNION 3,277.05 SAVINGS ACCOUNT#389798-00 I� TOTAL(Also enter on Line 5,Recapitulation) $ 4716.55 if more space is needed,use additional sheets of paper of the same size. REV-1509 EX-$01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JENNIE M. JONES 21 12 0334 If an asset was made 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. KAREN M. JONES 8 GREYSTONE CT. DAUGHTER SELINSGROVE, PA 17870 B. C. JOINTLY-OWNED PROPERTY: LETTER I DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE, VALUEOFASSET INTEREST DECEDENTSINTEREST 1. A. 10/1982 MEMBERS 1ST FEDERAL CREDIT UNION 7,959.96 50. 3,979.98 SAVINGS ACCOUNT#31281-00 2. A. 10/1982 MEMBERS 1ST FEDERAL CREDIT UNION 8,521.64 50. 4,260.82 CHECKING ACCOUNT#31281-11 I, TOTAL(Also enter on Line 6,Recapitulation) $ 8,240.80 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(10-03) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE RESID ENT D ADMINISTRATIVE COSTS RESIDENT ESTATE OF FILE NUMBER JENNIE M.JONES 21 12 0334 Decedents debts must be reported en Schedule 1, ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 4,076.33 2. BAUGHMAN MEMORIAL WORKS, INC. 1,523.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) ROGER B. IRWIN 5,750.00 streetAddress 60 WEST POMFRET STREET City CARLISLE State PA ZIP 17013 Years)Commission Paid: 2, Attorney Fees: IRWIN &MCKNIGHT, P.C. 6,800.00 1 Family Exemption:(If decedents address is not the same as claimant's,attach explanation.) claimant Street Address City state ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 307.50 5 Accountant Fees: 6. Tax Return PnrparerFees: PATRICIA A. ROSENDALE, CPA 375.00 FINAL FIDUCIARY TAX RETURN 7. REGISTER OF WILLS- FILING FEE 30.00 8. CLOSING COSTS FROM SALE OF REAL ESTATE 28,016.33 9. ROWE'S AUCTION SERVICE-COMMISSION 503.82 10. CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00 11. THE SENTINEL-ESTATE NOTICE 178,92 12. S.W. BARRETT REAL ESTATE-APPRAISAL ON REAL ESTATE 375.00 13. REGISTER OF WILLS -SHORT CERTIFICATE 4.00 14. CRAIG ANDERSON -LAWN CARE/SNOW REMOVAL 2,103.00 15. BOUDER'S TRASH REMOVAL&HAULING SERVICES-TRASH MISC REMOVAL 650.00 16. ZHC BUILDERS-PARTIAL PAYMENT FOR REPAIRS TO REAL ESTATE 6,500.00 BALANCE LISTED ON SETTLEMENT SHEET- LINE 1302 TOTAL(Also enter on Line 9,Recapitulation) $ 57 267.90 If more space is needed,use additional sheets of paper of the same size. REV-1512 Fit+t12-12) pennsylvania SCHEDULE 1 DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES&LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER JENNIE M. JONES 21 12 0334 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. MEMBERS 1ST FEDERAL CREDIT UNION-VISA#4672090000134809 102.74 2. THORNWALD HOME - NURSING 9,904.73 3. GEORGE T. HICKS, JR., TAX COLLECTOR -TAXES 4.90 4. PP&L-ELECTRIC 441.93 5. ERIE INSURANCE GROUP-INSURANCE 863.00 6. BOROUGH OF CARLISLE-WATERISEWER 291.60 7. CENTURYLINK-TELEPHONE 12.93 8. MILLENNIUM PHARMACY-MEDICAL 133.44 9. CARLISLE PETROLEUM-FUEL 967.91 TOTAL(Also enter on Line 10,Recapitulation) $ 12 723.18 If more space is needed,insert additional sheets of the same size. REV-1513 EXa jot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES I RESIDENT DECEDENT ` ESTATE 0F: FILE NUMBER: JENNIE M. JONES 21 12 0334 4%' IA. * RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONS)RECEIVING PRO RTY`' f�' Do Not'ListTrustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pndudeo trt spousal distribution and transfers under Sec.91 6(a)02).) 1. KAREN M. JONES , --_ Lineal 8 GREYSTONE CT. "" 1 ':. _ t'-' ' ': ^= Cr 112 REMAIN JT ACCTS SELINSGROVE, PA 17870 1/2 REAL ESTATE 2. J. DAVID•JONES ` " t Lineal % "` "' t= �k R1,57 PO BOX 191 .+ 112 REMAIN 33.3% STEWARTSVILLE, NJ 08886 ' ' C ' 1/2 REAL ESTATE 3. MARK E. JONES Lineal I 23 GOLQ COIN ROAD 112 REMAIN 33.3% HALL, MONTANA 59837 1/2 REAL ESTATE 4. MATTHEW B. JONES „ Lineal 250 OLD Y ROAD ' '» 1/2'REMAIN 33.3% GOLDEN; CO 80401 + 112 REAL ESTATE t' , .,lit - -,. f a a.Y„'+N• t t -• ",' t r. art ` .i .t'.M . '. w r ;” . ... r`°.T .. a.Y ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1508 COVER SHEET,AS APPROPRIATE, IL NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT,TAKEN: is B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more apace is needed,useaddillonat sheets of paper of the same size. N {,Fl taj,5?33iE i.`J `)lwsffi# f)tLC STta't•':x'.:'f3.rsif3tf;ar;:_x:i:C#.'0^c^a .::L�t)fiw;'i.38"+,:;:k°.if f)Ri$,.pjif••F) ;gv:ritf:{? 83 `�fi7(fli'li fw;f:Rt?i3EFf 17tf 0 -01 S?fF.ifj2(;;)1Li`(1"i'7Efbfi,ffifLClci'3L1:?F E[!I ai IM a,•;' .d '3A,Iftt{i\a[•i`t)'=iSB ?!if ICLL�'�F 5 i'ufi�€� ,x9trtcrE�fi Ye f z7 sa�sGSfv,n us;s r �,.• �tsarl=G..' t PR) rrua-s"(f'flPeq' a 6rd~ u'."D4011.Z,«1HIMi R,"TAGF, wr;x(r".)a:.iait'tmti! b(ir :e2FEtf' vi3ff": r:r nv"dF 4"3KFi ,h V' .AVT AIA t { lu `7StCa axl!* {_:7�10-tabs i!iw, t,.n"'Ilhjev!„;e*1mo „ y( L#1•'. 1 vi uPllkli3rd; u ,;•:ttf ;r8b v 01 Ox,0 e) Yxs:r. °.Fl ['i �!} Lai ;pZ*'CST i lf"3:ts:,(i r i IRW i2sJ •gars 6.iilo rairuaR:-f r,L!1 'af of 3;7.n or, N't ^:?Naim'oo d ? pool)''; At: ]on ;d St: `{"".?itt::l 0 fy.IM? ,St;: �3�B33a;i;�'�� BfiCt :)S°: ?D�a`a�9tit FSi •it.i�St'fCJu'.'�i '�'.tF, i:�ii rn!ii' .FIO: ",iierf ffStCfi: TGsF7:i']b;`f -IlafivAiir`u) f;Gdd? ::'? ({f-+'f-%IYJ Jimr Y!lin;)f" iblii %frvr lac'l '�M 3fi':.`io n..:;••�;-R7 5d, j i tt� 0 1 0 ^ 6. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60)days. 7. No Executor or Substitute Executor acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. 8. No beneficiary may assign, anticipate or pledge her or his interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. 9. if any person entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament,such person shall forfeit his or her entire interest inherited hereunder and all provisions in favor of such person shall be declared void and of no effect. The share of such person so forfeited shall be distributed as part of the residue pursuant to Paragraph No.4 hcreo� as the case may be, except that if such person is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary beneficiaries. 10. I hereby suggest that my personal representative retain the services of Irwin & McKnight,P.C. as attorneys in the settlement of my estate. 3 ACKNOWLEDGMENT AND AFFIDAVIT WE, J. MARIE JONES, MARTHA L. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively,whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed,and that each of the witnesses, in the presence and hearing of the Testatrix,signed the Will as a witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. J.MARIE JOKE t F MARTHA-L.NOE , SHARON L.SCHWALM COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by J.MARIE JONES, the Testatrix herein, and subscribed and swam to before me by MARTHA L. NOEL and SHARON L. SCHWALM,witnesses,this 30'b day of October 2009. r c.- COMMONWEALTHOF P ENN SYLVANIA p liC Notarial Seal Karen S.Noel,Notary Public Catusleo o,CumberlandQuMY MYCammission Expires Oea 8,2011 Member,Pennsylvania Association of Notaries 5 OMB Approval No.2502-0285 -, A. Settlement Statement (HUD-1) FINAL Fype of Loan 1.©FHA 2.❑RHS 3.❑Conv.Unsts. 6'File Number. 17.Loan"=her: 18.Mortgage Insurance Case Number. 13-05550C 27009613 446-1724020.703 4.❑VA 5. 3Conv.Ina C.Nate:This form isfumished to gwe you a statement of actual settlement costs.Amounts pal!to and by the seftlemem agents are shown Items markad "(P 0-sywere paid outside the dosing;shay are shown here for Informational purposes anu are not included in the totads. D,Name&Address of Borrower E.Name&Address of Seller: F.Name&Address of Lender: Daniel L.Sheathe Roger S.Irwin,Executor of the Estats of J.Made Janes GMH Mortgage Sendoes,LLC 47 Linn Drive,Carlisle,PA 17013 8 Graymone Court,Sellingsgrove,PA 17013 10 Campus Blvd,Newtown Square,PA 19073 G.Property Location: H.Settlement Agent: I.Settlement Date:0510312013 47 Linn Drive Guardian TransterCorporation Disbursement Date:051032013 Carlisle,PA 17013 4075 MarW St,Cwsa HD,PA 17011 Carlisle Borough 717.9084700 Place of Settlement: Til eExpress _ 4075 Market Strest Camp 181,PA 17011 Pdnted0510=13 at Z:65pm by JMG 10 Gde uSSdetrom rro -Vlk Grd9ttAdutDdeto seller ay t 115,000.E 401 ConBaIXSatesprxn I 115,1&M.05 ...�rt ... .. 102. Personal rm a 402. Personal 103. Settlement charges to borrow(line 1400) 7,675.33 403. 104, 4D4. 105. 405 AdpstmerftforRmepWdbyselterinadvame Adustment$ftritems paid b sellerin advaoca 106. CityAown tams to 406. CityAown taxes I to 107. County taxes OSM013 to 10312013 635.79 407. County taxes 05M30131012f3112013 635.79 108. Schad two 051032413to OS t2,013 323.18 408. Schad tests 05R132013to08t3612}13 323.18 109, 409. 110, 410. 111, 411. 112, 412. 120. Gross AnuuntDuetmmthdower 123,634.30 420. Gross Amnum Duet*Wier 115,958.97 ,200 AmourithOsO. ror7MIT e0'sIFoTBdrgiz r; . +:;'. 5 580.-Redo d-s'IirAinoddt0de.1d:5eller zn Deposit or earnest money 1,500.00 501. Excess deposit(m insWcllons) 202 Principal amoant of new hunts) 112,917.00 SIR Settlement charges to seMer(tme 1400) 28,018:33 8,13. Existing lose(s)takers subject to 503. E-4s8 s taken subject to 204. 504. Payoff of first mortgage loan 205. 505. PayoOof second mortgage loan 206. SellersAudill 250.00 506. Sellers Assist 250.00 207, Bonawerpoldhoe 495M 507. 208, 508. 209. 509. A siments fordems Id seller Ad saneots far8ans=paid sates 210. CByA� MI to 5141. C1MM tares to 211: County law to 511. County fazes to 212. School taxes to 512. School taxes to 213. 613. 214. 514. 215. 515. 216, 516. 217. 517. 218- 518. 219. 519, 221, Total Paid IforBOrrower 115,182.00 520. Total Reduction Amount Due Seller 28,268,33 300, 'Cashia $eYObntenf'tTifinllyi brrafuer•, - -;? 40D ba@M9t0elliddient'tOpi"nlstll'er.-- . . ,, 3Dt, Gross amount duehmn harrower(61st 120} 123,634.u0 601. Grose amont dueto germ(fine42D) 115,958.97 302, toss artrowds Daid bgAatprmwer(tEne 720} 115,162.00 6D2. Less reductions inamount due seller(lina 526) 26,266.33 303, Cash ® From ❑ To Borrower 8,472.30 603. Cash © To ❑ From Seiler 87,692.84 Nb(OM.uNnfYAfpnry.w,lwlMnMOMBmM,pIMmEn.ryomnMwY�%Yb�nP.NISNCkAlnhmvdlory.Teb MniEbpoNN4lpgMilciPESPA wwMlemipkn YJp'mMn Jn � .IdMnMpeuw Previous editions are obsolete Page 1 of 4 HUD-1 L.Settlement Charlies 700. -TotaliReal EState BrokerF.ees- -" $8,367.50•:.. Paid From Paid From Diviwanlafcommiislcillihe700,asdollam: - Borrower's Seller's 701. $4.016.25 to 11 -Sell Dehveiler Realty Funds at Funds at 702. $4,351.25 fo CddwellB":Homestead Group Settlement Settlement 703. Commission Palo at settlement 335.00 8,032.50 :800.-:.:IkmtlrP-'tihk�mCbdKecUdh WHh;LOan - _ - 801. Our origination charge (Includes Odgmation Point 0.000%or$0.00) $kohl from GFE#1) 802. Your aetlitarcharge(poinmj forthe spemc interest raw chosen $4,670.00 (from GFE#2) 803. Your adjusted origination charges (from GFE A) -675.00 604. Appraisal fee to Bryn Maw Appraisals (from GFE#3) 425.00 805. Credit report to Credit Plus (from GFE#3) 43.66 806. Tax service to from GFE 83 807. Flood certification to from GFE Q) 808. Appraisal lnspedion k Bryn MawrA raisals (from GFE#3) 125.00 900. ;Ik1ns:Re-'eireda EeadeChi Be P.dldJI'vance 901. Dairy Interest chargesfrom from U5/0312013teonjt13 C W.4410day (from GFE#10) 302.79 902. Mortgage insurance premium for numthsto De oiHUD (from GFE#3) 1,942.06 903. Homeowner's insurance for 7 ears to Safeco (from GFE#11) 469.00 9D4. months to from GFE#11) 1000.:ReseriegrDeposhed With Lender: - - 1001. Initial deposit for your esaav account (from GFE 119) 1,999.32 1002.Homeowners insurance 4months A$ 39.09hnonlh $156.36 to GMH Mortgage Services LLC _ 1003.Mortgage insurance months P.$ 114.57/month $ to GMH Mortgage Services,LLC 1004.Property taxes months @$ 0.00 1111011111 $ to GMH Mortgage Services,LLC 1005.County taxes 4 months 9D$ 79.59/month $318.36 to GMH Mortgage Services,LLC 1006.School taxes 12 months fill$ 186.61/month $1,999.32 to GMH Mortgage Services,LLC 1007.Aggregate Adjustment $474.72 to GMH Mortae$ervice&LLC p100. 1101 TTece d lenders title insurance from GFE#4 1,287.00 1102.Settlement or dosing fee to. $ 1103.Owners We insurance-Ti0e Resources Guaranty Company from GFE#5 107.50 t 1104.Lenders title insurance-Ti9e Resources Guaraty Company $965.00 1105. Lenders title policy limit$112,917.00 Lenders Policy 1106.Owners We policy limll$115,000.OD Owners Policy 1107.Agent's portion of the total(#Ie insurance premium $911.62 to Guardian Transfer Corporation 1108. Underwriters potion of the total li0e Insurance premium $160.88 to Tige Resources Guaranty Company 1109. 100 No Vo111o0 to Title Resources Guaranty $50.00 Company 1110.300 Survey130D to Title Resources Guaranty $50.00 Company 1111.9DO EPL-Resi8.1 to Tifie Resources Guaranty $50.00 Company 1112.ClosingSvd.MCL to Tl0e Resources Guaranty $75.00 Company 9200.CovemmenCReirordln e� d7raheIRChinjils- -: 1201.Government recording charges $ (fran GFE#7) 164.00 1202.Deed$62.00 Mortgage$102.DD Release$ to Sim lille 1203.Transfer lazes $ (from GFE#8) 1,150.00 1204.CitylCourdy laxlstamps Deed$1,150.00 Mortgage S toSIMplifile 1205.State Taxlstamps Deed$1,150.00 Mortgage$ to Sim lifile 1,150.00 1206. Deed$ Mo a e$ to 1207. $ to �130D::Addhied3h5@dlementCha es: . 1301.Required services that you can shop for (from GFE#6) 1302.Repairs to ZHC Builders 8,495.00 1303.Esorm for inheritance taxes to Guardian Transfer Corp 6,000.00 1304.Notary fee to Guardian Transfer CO oration 15.00 1305. Courier fee-tax claim to Guardian Transfer Corporation 15.00 1306. 2013 CountyRawnship fazes to Borough of Carlsle 954.99 1307.Deliquent taxes to Cumberland Co Tax Claim Bureau 3,274.32 1308.Reimbursement of tax cat to Guardian Transfer Corporation 5.0 1309. Final Sewer/Water to Borough of Carlisle 74,52 'rr t r 7.675.3-3T---2-8.0-16-33-1 'Paid outside of dosing by(B)onower,(S)eller,(L)ender,(I)nvestor,Bro(IQer.-Credit by lender shown on page 1.-Credit by seller shown on page 1. Previous editions are obsolete Page 2 of 4 HUD-1 ROWWS AUCTION SERVICE (RH 79L) 2505 Ritner Highway . Carlisle,PA 17015 Bill Rowe U 1538L) 248-1978 215-1044 574.1008 Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction SELLERS NAME f2:6 &i -Q, 1 JAta n _ T- "96s DATE ADDRESS PHONE OTHER �-- AUCTIONEER-% 3� AUCTION DATE/LOCATION CLERK % DESCRIPTION OF MERCHANDISE - I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction.Merchandise to be sold as is &c 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) $ X f 3 e-!" — Less Sale Expense: z %Commission Auctioneer $ Se-r') %Commission Clerks $ OTHER: TOTAL SALE EXPENSE DEDUCTED $ SELLERS NET $ 3S �- port MEMBERS ON PHDHRALCRBDIT UNION ' SAVINGS ACCOUNT: Account Number/Suffix 31281-00 389798-00 Date Account Established 09/15/1982 07108/2010 Principal Balance at Date of Death $7,959.52 $3,276.87 Accrued Interest to Date of Death $.44 $.18 Total Principal and Accrued Interest $7,959.96 $3,277.05 Name of Joint Owner Karen M. Jones None Date Joint Ownership Established 10/2611982 CHECKING ACCOUNT: Account Number/Suffix 31281-11 Date Account Established 09/15/1982 Principal Balance at Date of Death $8,521.45 Accrued Interest to Date of Death $.19 = Total Principal and Accrued Interest $8,521.64 Name of Joint Owner Karen M. Jones Date Joint Ownership Established 10/26/1982 VISA ACCOUNT: Account Number 4672090000134809 Date Account Established 0212711987 Principal Balance at Date of Death $102.74 Name of Joint Cardholder None E BERS 1�E�/�L-CREON ame a A. hne Lending Insurance Support Specialist March 27, 2012 Estate of: JENNIE M.JONES Date of Death: 03/09/2012 Social Security Number: 184-12.4771 5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800)283-2328 • www.memberslst.org w 219 North Hanover Street Carlisle,Pennryia 17013 717.217.243.451 1 toll free .451.4511 fax x 717 717.243.3723 ;I Or/ ~hoffmonrolh.com FUNERAL HOME & CREMATORY, INC. info0hoffmanroth.com May 17, 2012 Karen M. Jones 8 Greystone Court Selinsgrove, PA 17870 Statement of Funeral Expenses for: Jennie Marie Jones Date of Death: March 9, 2012 Account Id: 16497-064 PACKAGE: Immediate Cremation, Memorial Service at Another Facility OPTION 4-Cremation $ 2,190.00 Sub Total: $ 2,190.00 FACILITIES AND PROFESSIONAL SERVICES: Equipment and Staff for Graveside Service $ 190.00 Sub Total: $ 190.00 MERCHANDISE: Register Book $ 25.00 Memorial Folders $ 25.00 Sub Total: $ 50.00 TOTAL FUNERAL HOME CHARGES: $ 2,430.00 CASH ADVANCES: St. Patrick Catholic Church Cemetery $ 600.00 10 Certified Death Certificates at$ 6.00 each $ 60.00 Clergy $ 250.00 Additional For Sat @ Cemetery $ 400.00 Coroner's Fee $ 25.00 Cantor $ 75.00 Organist $ 150.00 Altar Servers $ 60.00 Sub Total: $ 1,620.00 Total Funeral Expense: $ 4,050.00 Total Payments Made: $ 1,620.00 Payments Made: Karen Jones Check 5300 Mar 20,2012 1,620.00 Interest Chrages: $ 6.33__ Balance: Baughman Memorial Works Inc. Ld Statement 25 South Main St. � Dover,PA 17315 1/ i f �jj d DATE Phone#71 2-2621 10/812012 BILL TO ESTATE OF JENNIE JONES t % ATTY ROGER IRWIN OCT 10 2012 60 W. POMFRET ST. CARLISLE PA 17013 rR.�UV j FNoKN1GH TERMS DUE DATE AMOUNT DUE AMOUNT ENC. Net 15 10!23/2012 $1,523.00 DATE DESCRIPTION AMOUNT BALANCE 06/25/2012 Balance forward 0,04 07/19/2012 INV#182537. Due 08/03/2012. 3,046.00 3,046.00 07/20/2012 PMT#032040. -1,523.00 1,523.00 I AMOUNT DUE ALL WORK IS NOW COMPLETE. $1,523.00 THANK YOU FOR ALLOWING US TO SERVE YOU. 1.5% FINANCE CHARGE ON UNPAID BALANCES AFTER 30 DAYS STATEMENT Thornwald Home 442 Walnut Bottom Road Statement Date: 05/01/2012 Carlisle, PA 1717)249-4118 Telephone: (717) Due Date: 05/25/2012 Amount Enclosed$ J/,73-7.16L. Amount Due: $ 4,737.12 Account#: 1323 Karen Jones RE: Jennie M Jones 8 Greystone Court Selinsgrove, PA 17870 Balance B/F 7"7 04/23/12 HOSPICE,CELTIC 5,332.52 40 4,737.12 JENNIE M JONES w-3Y24r@313 5 3 01 KAREN.M JONES -y 47 LINN DR. DATE/ Y(Q.�j(r�d i���. CARLISLE,PA 17013-4245 tJ i PAY TO THE T7_ . . _ .). A .d � I $ �F'737. l � ORDEROF �� �1 �LL.Y,.(���L. $ .(/!- 7 i'Ld LLdLU KK"ALU�/i- �u Y'r�'�''x%QPy(�PJ✓•��=OLLARS IJ 0 8< MBMBERS 1" -r�wN.ra�rrumop MEMO I �(,rA(�/L_Y IL. M14 -1: 23L313 2AW: 004 L3L28Wils S30 Current 31-60 Days 61-90 Days Over 90 Days Amount Due .00 2,150.28 2,586.84 EFFECTIVE:06/01/2012 Cable charges will increase by$1.00 .00 r� :-4x7;3%7�2y`,sl a= Payments MUST be received by the 25th of each month. Statement Date: 05/01/2012 Due Date: 05/25/2012 Jennie M Jones-Account#: 1323 Thornwald Home 442 Walnut Bottom Road Carlisle, PA 17013 Telephone: (717)249-4118 FROM : KM JONES PHONE NO. 3022272910 Apr. 25 2012 09:24AM P02 STATEM EN1 ThorHOme Statement Date: 04/01/201 442 alnut Sotto ad Carlisle, PA 170 Due Date: b4/25/201 Telephone: (717) 249-4118 Amount Enclosed $ Amount Due: $ 5,332.52 Account#: 1323 RE: Jennie M Jones Karen•Jones 8 Greystone Court Selinsgrove, PA 17870 .: '••• a::: . . .....1.., n Er. - '. .. :.�• ^::Ifazu•.` •, ' .•rnHpl:?'ki.�^. ,: ri_::.p:•'r:`�c%,pi��i:.'.q,i.�''`::q''' .w. :,.,....r,>i .. :..L^ . .,,.I{....,.. •.... .•-••.: -t.wd„.r.....:. .........kv::+�a::.....:,d�..:.d..y..••rt-,..nq: 9.n;:..:\••• ,.,. '1 .n.. ... .. ... ..:;... _:.. ........••.o.:•;rv.:.:R.,.,.... ...:In..-_...:m...i .1?-.::..:..., .,..:Yn<.•.v:r .._Y•;7�ir�I �._. .. ...y� .. ' ..... .. .. .. .,. :'. •... .. .stirs, :.:r�..1, v.?••• "4•:i ...•.•.:.... .. ... .... ..: .•...,,•.,. peutl7d:HYirf...••.r._..ti•......!'�_ 4. - ...... Vate�A.: ......_ .. i......:S:mvm fi 4r .• .. ::::':...- at'I:Jj::....r,..rl ....:: . ..n(4'.,.: : N..•. Balance B/F 5,318.24'` 5,311 02/28/12 Pharmacy OTC -1 .03 -.03 5,311 02/29/12 Cable Television d 24.75 ”-24.75 5,29. 03/01/12 Permhal Supplles✓ 4 .09 6.30 5,29• 03/03/12 Medical Supplies✓ 3 .47 7.76 5;30. 03/31112 Personal Laundry Services/. 1 25.00 25.00 5131'. I C Jim)- lLhoii l�lcea'e �'� JENNIE M JONES Eo'Eaxaaala 5 2 4 7 KAREN M JONES 47 LINN DR. DATE ' CARLISLE,PA 1701&4245 _.... PAY IM � yytp� I -7,6J Amount Due ORDER OF .. 2 2 Ft(AU- i kftL/!3.j& nt) -4wjtdhll "JQ,91A n l Ab7)OLLARS EFFECI7VE: st MEMBMS 19 Datc: 04/01/201; Faymenl� ME M .�-e®a�v.o�maox� MO `I�n Date: 04/25/2017 - .�,� `-Yti�•- 1: 23138224ir: 001, 1312.81011' S247 4442-WainUt OEM Roan _ Carli5le,PA 17013 ^ INVOICE BOUDER'S 'TRASH REMOVAL & HAULING SERVICES TRASH REMOVAL FOR: Jones Estate(Roger B.Irwin Esquire) Address: Linn Street Carlisle,PA 17013 Trash Removal: 0 2 - Loads($250.00 Per Load) $500.00 Piano Removal 150.00 TOTAL COST: $650.00 YC der .5 6V` 2264 Ritner Hwy Carlisle,PA 17015 I i I�Ovisod snj a T O Z ' ° D w , o m\ M N N • n; D O w w _ o.. Z 0 CD � 3 � I Z 2 N d C D O N N t` - ;� 117 0 ° co w N•, -n am • O O D O r- fn O c r i • • m m -4 -1 Z1 m F v O N4 A m w Fn cn z N • j O 0 <, .i O V N Z D -� • -4 O O _..� c C V C N ll ' • = N m Z N 2 y m • n cn m o • N N O D o m O • Csa (fl co N G O w • N V co f0 N CO co N w n V N O m to co O 0 DocuSign Envelope ID:D496 D7C3-3175d8A4-AC4&25167689F330 DowftnEnvaWys 7 F32FD5A-1Fad,4Ce5.62aW3EDE12308327 RR coon, av u�ua r•a.aava�wsara vaaau ADDENDUM TO AGREEMENT OF SALE twetem4e�mddooseppmvdto4b91meadicrosmew0 y,tbomemsosorl Pamr1nNsAmoetdmdPJIALICAP(PAM. 1 PROPERTY 47 Linn Drive,Carlisle PA 17013 2 SELLER J.Maria Jones 3 BUYER Dare Sheafter 4 DATE OFAGREEMENT 311812013 9 In reply to the following isapec anfys 9 (B HomeiProperty taspeetlsm and&mlroa- 0 wood Iafestatlon ❑pop"Bosndarles mental Hazards(mold,etc): ❑Radon O Deeds,Aestrlefloss and Zoning 9 ❑water Service ❑Lead-Baaed Pater RauMs 9 ❑On4m swage ❑MsoMMpd 10 13 AppralsaVMoregage Leader Impeedus O Property Insurance ❑Others 11 1.❑ Aceept Buyer accepts the Property in the condition reflected in the above Repott(s)acsnita. _ 12 2.❑ WrInsu Cerreetva Propa cak b response to the attached Rspwt(a),Buyer we"the Properly and SOON arm to Ad*the 13 terms of rho following Written Corrective Proposal(sy. _ 14 (A) O Correction lRepairs and/or eredits: Seller,at Seller a cxpense,will make the following eoarectionelmpairs to the 1s Property, in a worl®anlike manner,with permits if requited,or provide the following credits prior to settlement: 144/10/2013 1' ��' 17 2. Remove dd mmr io n A) 1a O9 3. install heal Dump 1s A0 work to by ZHC Custom 0dam as per aBachad propnaek. 20 the mpaay ~ B 0 , z+ 0 q e e 22 13 See attached prspoi alas) 23 (B) ❑ Senor Apht Seller Resist is changed to S or %of the Purchase Price,maximum, 24 toward Buyer s coats an permitted by the mortgage lesder(a),if my.Softer is only obligated to pay up to do amount 26 or percentage which is approved by mortgage lender. 26 (C) ❑ Settlement Dates Settlement date is changed fram to 27 (D) ❑ Purchase Pries:Prod"price is changed from S to S 2e (g) ❑ MortgageTermn. 29 is changed from to 30 is changed from to 31 (F} ❑ Other: 32 33 34 3.❑ Change of'fime Paiod(s)(changing of any time period in the Agreement of Sale dues notwastinne acceptance of the Property, 36 not=otherwise stated): Time periods stated in the Agreement of Sale can changed an follows: 36 (A) Coatiagaecy Pmisds 37 1. The contingency period for .elected in the Agreement of Sale is changed to 30 2. The comingmLy pricic l for elected in the Agreement of Sale is changed to 39 3. The contingency,period for elected in the Agreement of Sale is dwaged to 49 (B) Additional Time Periods 41 1. The time period in paragraph.line of Agreement of Sale is changed to 42 1 The tone period in paragraph lip of Agreement of gale is changed to 43 3. The time period in pmagraph .line of Agreement of Sale is changed to 44 All other terms and conditions of the Agreement of Sale resssin unchanged and in faB force and effect m+d W. 46 WITNESS DATE4/5/2013 46 WITNESS BUYER 32A2XSR FM9F__ DATE 47 WITNESS BUYER °oc s2" err. DATE 40 WITNESS SELLS Vwiyu DATE 4/10/2013 49 WITNESS SELLER 3]0481111679464._ DATE 69 WITNESS SELLER DATE COPMOM FENNMUNUA9SOCLMON OVAIMTORP 2010 �/ Pennsylvania Association of REALTORS" the