HomeMy WebLinkAbout08-06-13 �
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Saci�l Sec:uri Naarn�er f
_ � _ G�e of�e�:i� ;.9,�GDYYYY L�ate of Bir:h 11(�DDY'YYY
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; a�125/2�13 Q41�0i�952
G�ece�ent's Last M�rne __ _ _ _ .
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S��us�'s Sc�eia{5�curity N��n�ber _ _ _ _ __ _ _
_ _ _ _ THiS�E3'U�lV�i�D�T�E�ILED!�1�UP��+��i'E 1�ITH T�IE
_ _ _ _ _ . �����T�� �� ���.��
FILL!N APi�Rt7pRtATE�VALS�ELO�
t'�! 'I, Ori�inai Return � 2.Sup�i�mer���#R�n�rn {� 3. Remain��er Return(D�te ofi Death
Prios tc 92-'!�-82�
C� 4. Lir�►ited Estat� � 4�3. �ut«re I��teres#�e��tZ rr�rn'ss� dat��af �.
� { � �, F��ier�l�st.ate Tax R�h,rn Req��ired
death�fter 12-�2-:32j
; � o. L�ecedent DiFd Te�tate � r. �er,��er�t Maintain�d a Livin�T�-ust 8. rrta4 1��:n�ber of Safe L�e Usit C3oxe5
� �Art�eh Go�y c�,l�tfitt; (1',t�aeh�'c�Y c�`7'rctsf.� �
� �. Litig�tic�n Pree.eeds Receiv��f � ��.Spousal P��v�rtu�r�d�t rpat�af L?eaffa t� �t'I, Elec�inn tc iax.un��r S�c. 91�(3�Ai
8�:tv�i�er�'i2-31 �'1 and'l-i-9�� (Att�r.F�Sch�d�afe�J
C�RRESR�IN[?ENT- TiilS SECTf�N MUS�BE�GClMPLETE[3.ALL�DRRESP�N�ENCE Af�D t�p�(F63�E�lTIA��AX Ihi��?RhfiA�147N 5H�?UL.D BE�?IREC7EQ T0:
�c�ll`i�
_ _ ___ _ Daytir-���T�;le�E�c�r�N�an���r
; J4HN J WALSH, III _ _ _
; _ (7�7}350-4743 �._, ;
, _ _ __ __ �� �
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Ia T�r"1 �"+"1
247 PAINTERS CRQSSING
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CHADDS F4RD _ _ _ b► _ , � 'rt
PA 19317
Correspanden#'s e-maii adtlr�ss:SnOO�y$076 yahoo.com
Untler p���atties of�er�tary,I�eclare fhat I ha�e exan�Ene�this retz3rr•,'rnclz�diny��eorr��raryirr�sr.hedi.�l�s�nci stat�rn�rts,and t�ihe b�st of my knawt�c!�e anc!hetief,
i#is tr�e,correct anc�cnmplete.L�claratir�n c�f pre�arer other th�r�the p�rsona(repr�sentr,�ive is b�sec!r�n ali 9n�rrrri�tic�r�f v,rh�h preparer has any knawtersge.
SIGNATIlhE C�F F'- NSI6LE f�R F?LiP�lG RETiJ�N
E?A�FE
�E�URE�� d'"6° -3
'�v7 ���.✓°�-�GS c�ss i.✓� cf os �v�0 ¢�� Ig 3�
SIGNATUIiE C,'f��f�EPt'�RER�1-NER TEiRN F7E4�'RE5EPIT�Tl�J�
�A�f-E
f�a L�l�E�S
Pl.�,4�E CJSE ORlGIN�4L F�RN! Oi�iLY
�ic�e 1
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G�cec?�nt's Sctiia.l S�:c�.arity Nurrtb�r
: �eceder�t'�t+la���� J�HN J VIIALSH, JR _
R���I�ITU�/�TioN
�. Re�t Est�i�{sch�r��af$a j, . . .. . ...... _ 46,O�Q.00
..... .... .. . ... .. a. .
�. Stocks�nd 8o�,us(Sch��r�{e 8} ........... .. .... . . �
.. . ..... ..... . ..... . �.
_
:. �E���;y�?�!�C�rper����r�,�'a;-tr�er��i�;;�r-:���,��-�'r,{?r•i�?�?rshi�r:�e.h����l��:� . �, ; __
°: 4. Mc�rtgaqe;and�+lo�es Re:;eiva.�l�(5�h�d�a1��'b... . . . ... .... .. ... . .. e .... . �. _ _ _ _
' S. C�sh.8�nk t���c�sits a.ric��;�ises�Il��aoUS P�rsarsal Pro���y�Scf�,�dule�,1. .. . .. . _
7. 56,�67.Q4 :
; C. Jc�ir.tly awrec Prop�rty{�c9�e��le�} C� �eparare E3illin�R��su�st�a . .. .. .. 6.
, 7. int��•-l1ivos Tran�f�rs&t��isc�llar��c�t,s Nar�-F'rat,�#�Pra��r:y _
: (Sch�c�uie�} � 5����-atP Bil9�n��eauesTe�...,. ., . 7. '
S. T°atal��ass A�sets(t�ta!L'snes 1 thrc�u�h�}. ..-_ .,. . .. .. .. �. , _ __ _
. ..... . ..... .. 102,1 fil.00
, �. F�anera!Exp�nses�nd�c�rr�ini�:ia-�ti��G�sts{�ch�dul�;-!.............. .... .. �. 9,450.�a
; 1Q. fle�ts c�f�}eceuer�i,Mor;g��!=Lia�iiiifies�na�.i�ns('ScFea�:(�i.`s.. .. . . ... ...... 1t�. _
�4�,4?9.U0 '
i1. Tata!C3eductiana(tc�ta!Lsnes�anu 1[}}.. ... .. . ... .. . .. .. .. 11 _ _
.... ...... .. . 33,869.00
9 2. Net Vatu�of Estate{Line S rriir�s Line 11} .. .. . .. ... . .... ... . .. .. ....... 1�. _
6$,2��.00
; 13. Ct��ritak�ie a;�d Gav�rrrr�er�i�l�e�uest:�iS�c a113 7ru�ts For whi��
;; an elec�uc�n ta tax i�as r,e�t be�n rrs�;e{Surecul�J) .. .... .... . . ., .,. . .. �,.
; 94. Net'Value�a�taject#Q Tax�Lire 12 r��ir?�s Line 13} ... . . ... ... . t4. _ __ _
..... .... . .. ss,2ss.ao :
TAX CALCtJLATi�N-SEE tN�TFt�CTiC3NS��7�APRL.IGABLE R�T�S
�5. Amc�ur�t of Lir�e 14 tax�ble
�;,he s�kcusal ta�c ra��,t�r
�; transfers un�er Sec.911�i _ _ _ _ _
: ['�}('1.2}?C .0.—, � _ __
9,. :
1�. �,r��ount�f Lir�e 14 iaxa�le _
+ at iineal r�te x .t�45 �$,29$.0� _ ,
' 1c. 3,Q�3.U0
17. �kmour,t c�F Lire 4�.�xahle _ _ _ _ _
at sit�ling ra#� X.42 17. _ _
' 'I$. AlTID(:11t C3f LiCt@`��t�x�bf� _. _ _ _ _ _ _
at��c�lla�eral rate X.4� ��.
; '!9. T'A7{D9J� .. .. .. ..... .... _
. .. ... ...... .. ..... ... . ...... ... . ... ., 3�. 3,Q73.00 '
. .. .
i _
20. FILL I�I 7HE CD1lAL!F YO�I t1RE i�EQil�STENG A RE�UN�3 OF AN C?1rEl�PAI�MENT �
�itl� �
L„_, �so5��a��s �.�as��,���.�
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REi1 1;iGC}EX(�-1j �age 3
Fiie hiumb�;r
�e+cedent'� +�c�rr��iete��c�����:
DECECEN7'S�JAA�tE
JOHN J WALSH, JR
STREE7 ADCRESS --- ------- — - --------- ------------
14� B R I DG E ST R E ET ---------------------
�lTY� � .—._---- -- -------- ---
N EW C U M B ERLAN D i ST�TE --- ---- z�p ------
; PA 17�7D
T`�x P'a��ents �n� �r����t�:
1. Tax Due{P�g�Z,Line 9�?i
2. GreditslP�yments �1) 3,a73.OfJ
�.Rrior i�ayments --------
f�.DiLcr;unt ----------
3. �nterest To��i Cr�di�s�A-�B i t'��
4. if Lin�2 is gr�atar thact Lin�1+L'ene�,�rt���h�tlifr"�s�r�e� This is the��{E�P�,��E�,T. ��1
�'i!1 in oval on Pag�2,Line 2�9 to r�quest�r�f�,nd.
(t�}
�, !f Line 1+Li�e 3 is�reat�r th�n Lir��2,�nter tt�e difl"�r�n��.Tt��is�s�h�T�(L�U�,
��} 3,073.00
; �
(���� �h�Gk ����b[� �0: ���fSTER �F �IILLS, ��`aEl��:
PLEA�E AN�1��R TF�E FC�L�.��1N��U��T�C��S ��PI�►�IN��1N "�„ �� THE�iPP�#C�P��IAT� _
; �L��!(�
1. �i:�c�P�sden�m�ke��r�r�s�er�n�:
' Y�s No
; a. rPtain the�asp�r in�ome cf the pr���r�y tra�sT�rrAd � �
b. re.aar�tt��ri h,tc�d�si n��i�whu�ta�i!���zh��r�����ir�nster . ,. �.
rp�a�its inc�m� .......... ... ..... . ........... ....
. . ,
.' fi � �� + � ,
'. � p ...................................... � �
= c, retain a reversianary int�r�st. ...... .............. . . ......
... . ...
d. re.,€:ive�t��pr�m��e f�r life�f ei��r paymen�,��neit�wr c�re?............. ......... ............ ..................... ..... � �
: ....................
2, !f deat�aceurr����flr Dec.�2, 1982,did r�ec���nt�ransfer prcpa�y 1a�itf�in�ne year��d�ath
; Lvitho��t r�c4s�ing ad��u�e c��nsi�erati�r�?.............
, .................... ......................
.................... ............ �
3. Q��de��tierat;�vn an"i�#r�si fr�r"�r p�ya�t�-p��;�r�-d��th����a:�..^�n:�F s�r��.��;f
r + - , � . 1 �tj �t�i�cr h�r���tf�?.............. � �
�. Qid de^edent c�v��n an ir�di��i�u�i reiir�rrten:ac.cc�ur�t �nni�ity r�r�th�r rt��-�rc�ate pr���r�y,whir��
��ontains a h�n�dciary�e�igraati�n� .............
.......... ... .................... ... ....... ❑ �
' i�T�E ANS1��R TO ANY QF THE�80VF�UE�iIONS�S�'E�,Yfl�J 1�U5T C�i�PI�ETE SCH�GULE G A[�a F1LF iT A5 P
ART�F TNE RETURN.
Far date�of�eattj on vr��er.l�ly�a,1�9�,an�h�f�rc Ja�. �, "995,th�t�x rat�impos��s�r�,h�r��t v�l��of�r�r�sf�rs,r��r f�r tl����sa�f tt�i�s�rvivin s
is 3 percen±[7�P.�. §9�16{�){1.1�(i�]. 9 pouse
Far datPS of deatt�� on or a�ter J�n. ". "��, tt�� j�� ��+p im��ser or�ti�e r9ei v�lue e��trar�sf�rs To nr f�r t�e �se of th� s�arvivirrg spouse is 0 erc�n�
[�2 P.S.§�116 ra}{1.1){ii�],Th�st�t,�t�u�es n�t exempt a tr�nsFp�t�a su�iv�ng sp€wse from;ax,�r�c�fh�s�at�ic�ry reyui�ements for�isclosur�o�assets�r r'
filing a��return ar�sti(!applic�ble even i{ih�s�r�ivir��s���se is the�nly hen��ici�y. i�"
For�ates of deati��ort�r�fter�luly i,2��C:
r Th�t�x raie imp�s�d�r�the n�i v�l��a��tr���fers{r�r��d�ce�s�d c��ii::� 2 i yQar� �2�g�ar yQ�;r�g�r�i���sh t�r�r��r tfi�us�c�f�n�iurai �rent
�dc��tive parent Qr a st�epp�rer�t,�f;�e�:�il�i�0 percent(72�.�.�91?��a}(1.�;]. � , �'�
� The�a�c�ate impose��r�the r�et�raiue��trzxnsi��s tr��r{�r the use�f:he U�ce��r�s's lir�e�i k�en�ficiari�s is 4.�perce��,�xcept�s rio�nr�ir� 72�.5. 9�i a ;�
[ § �t �� ,l�
�• The tax r�t��mpos�d an the r�et value r�f ir�r�sf�r�t��r f�r iht i;�e of th��ec��er�t's sibdin��is "2��rce�t[72 P.S.§911c�(�)�i_3�j.A sik�iing is de�ne�,
u�aer Sectior�91�2,�s�n ir��ivi€�u�l wh�has�t le�st c.�r;e p�rer��ir�3 comrr��r�with�h�,c�ece€�er�t.�rh�ther by b��a�c�r�c��pti�n.
COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE
COUNTY OF CUMBERLAND
,��
- T
I, GL ENDA FARNER STRA SBA UGH
Regi s ter for the Pro�ba te of Wi 11 s and Gran ting
Letters of Administration in and for
CUMBERLAND Coun ty, do hereby certi fy tha t on
the Ist day of February, Two Thousand and
Thirteen,
Le t ters TESTAMENTARY
in common form were granted by the Register of
said County, on the
es ta te of JOHN J WALSH JR , la te of NEW CUMBERLAND BOROUGH
(First,Middle,Last1
in said county, deceased, to JOHN J WALSH lll
(First,Midd/e,Lastl
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of sai d offi ce a t CARLISLE, PENNSYLVANIA, thi s 1 s t day of February
Two Thousand and Thirteen.
Fi 1 e No. 2013- 00125
PA File No. 21- 13- 0125
Da te of Dea th 1/25/20�3
�
S. S. #
f�°'`
� 'j ��;
1
rY �
�
3 e ster ills
a
2
Deputy
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
�
REiGtSTER OF W1LLS CERTIFIGATE OF
CUMBERLAND CaUNTY GRAIUT QF LETTERS
PENNSYLVANtA
.:. �
�
' No. 2413- 40125 PA No. 21- 13- Q 125
Es ta te Of: JOHN J WALSH JR
fFfrst,Middle,Lastl 1
; � � �
La te Of: NEW CUMBERLAND BOROUGH
CUMBERLANI? COUNTY
Deceased
Soci al Securi ty .No:
WHEREAS, on the 1 s t day of February 2 013 an ins�rumen t da ted
November 25th 2008 was admitted to probate as the Iast wi11 of
JOHN J WALSH JR
r�rsr,�idd�cestl
Za te of NEW CUMBERLAND BOROUGH, CUMBERLAND County,
who di ed on the 25 t.h day o.f January 2 0.13 and,
WHEREAS, a true cop� of the wi I I as proba ted i s annexed here to.
THSREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wi1Z� in and
for CUMBERLAND County, in the Commonweal th of Pennsylvar�ia, �iereby
certi.fy that I have this day granted Letters TESTAMENTARY to:
J4HN J WAL SH/l/
who has du1 y qua.I i fi ed as EXECUTOR(RIXI
and has agreed to admini s ter the es ta te according to I aw, al l of whi ch
fu11y appears of record in my offi ce a t CUMBERLAN� COUNTY�OURT HOUSE,
CARL/SLE, PENNSYL VAN/A.
IN TEST'IMONY WHE.REOF, I have hereunto set my hand and affixed the seal
of my office on the 1st day of February 2C?13.
�
�
_ eg�ster o t�
,--
uy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
.
vVill of John Jaseph Walsh Jr
Part 1.Person�l Informaho�
I,John Joseph Wa1sh Jr,a resident of the State of Pennsylvania,Cumberiand,declare that
�is is mv wili.
�.:
Part 2.�tevocation of Previous Wills � o � � rn
I revo ke atI vvills�nd codicils tha�t I have pre�►iousiy mad�. w� � � � ,r,�',
� ,?y�. r�- � � a
Part 3.Children � �?, �.r'�',, �-�' � b
�
I haije the followin.g ch�ldren nolu living:John Joseph V�alsh IIIJ Jenn�'��M$e V�sh�°d�
Jillian Nell Watsh. � � �` � �
_ -v `.� � i �
� �. rv rn o
� Part 4,Grandchildrea � `�
I have the following grandchildren now living:�;ander ponnelly and Don�van Eilis.
Part 5.Disposrti4n of Property
A beneficiary must survive me for at least 45 days to receive property under this will.As
used in this wil1�the phrase"survive me"means ta be alive or in exis�ence as ar�
organization on the 45th day after my dea#h.
If I leave property to be shared by two or more beneficiaries,and any of them does nvt
survive me,I leave Ius or her share to the others equally unless this w�ill provides
othervv�se.
My en.tire estate is a1I pro�rty I own at my dea�h that is subjeet ta this will.
I ieave my entire esta.te to my chi�dren John Joseph�Valsh III,Jennifer Mae Walsh and
Jillian ATeIl Walsh in equal sl�ares.
If John Joseph Walsh III.Jennifer Mae Wa1sh and Jillian Nell Walsh a11 do not survive
me,I leave my entire estate to Dona.van Ellis and_Xander ponnelly in equal shares.
All personal and reai pmperty that I Ieave in this will sh,all pass subject to any
encumbrances or liens placed on the property as se;curity far the repayme�tt of a loan or
debi.
Part 6.Eaecutor
!name John Joseph Walsh III ta serve as my executor.
If John�oseph�alsh III is unwilling or unable to serve as executor,I name Jennifer Mae
Page 1 of 4 Initiat�: D�te: a
�
� , ,
' .
�
Will of John Joseph Walsh Jr
Walsh to serve as executor.
If John Jose�ah V�alsh IIT and 3ennifer Mae Walsh are both unwilling or unable tc�serv�a�
e�ecutor.I name Tillian NeII Wa1sh to serve as executor.
�ia executor shall i�e required to past bond.
Part 7.Eaecutor'�Powers -
I direct mv executor to take ail actions iegally penmissible to have the probate of mv wil�
done as simply and as free of court supervisian as possible under the laws of the state
having jurisdiction over this will,including filing a petition in the appropriate court for
t�ie independent a�iministration of my estate. �
I grant to my executor the following powers.�a be exercised as he deems to be in the best
interests of mv estate:
�
1. "To retain pmperty without tiability for loss or depreciation.
2. To dispose of property by public or private sale,or exchange,or otherwise,and
receive and a+dminister the proceeds as a part of my esta�.
3. To vote s�ock;to exercise any option ar privilege to canvert bonds,notes,stocks or
o�her securities�lon��ing to my e�tate in#o other bonds,notes,stocks or other
securities;and to exercise a11 other rights and privileges of a person awning simiiar
p���'-
4. To Iease any real property in my estate.
�. To abandon.adjust,arbitrates compromise,sue on or defend and otherwise deat
with and settle claims in favor of or against my estate.
6. To continue or participate in any business wbich is a gart of my estate.and to
incorporate,dissolve or otherwise change the form.of organiza�ion of the business.
These powers,authority and discretion are intended ta be in addi.�ion to the powexs.
authority and discretion vested in him by op�eraxion of law by virtue of his of�ce,and may
be exercised as often as is deemed necessary or advisable,wi#hout application io or
approval by any court.
Part 8.Pavment of Debts
y
Except for liens and encumbrances placed on property as security for the repayment of a
P�g�2 of 4 Iaitial�: Date: 2'
;
,
t � �.
a
i ,
i
WiII of John Jo�e�►h �'t�Yaish Jr
�e►an c�r cieb�I direct t��at all deb#s a��i expenses c►wed by my estat+�be paid in the manner �
; provided f�r by the�aws�f Penns�Ivania. �
; �`�rt 9.F�yment of Ta.zes
I direct that a1I e:s�ate and i�.heritance ta�ces as�essed agau�st property in my est�.te or
aga�nst my beneficiari.�s be p�id c�ut of�3.1 the grc�perty in mv t��able estatew c�n a�rc�-�a�
�
b►asis.
�
; Part 10.No-Contest 1'rovision
�
If any beneficiary under this will cantests this will or any c�f its provisi+�ns,any sll�are or
:� interest in my estate�i�ven to the cc�ntesting beneficiarv uu�a►►der ttus v��i.i�.is revoked anc�
a shall be dispc►sed c,f as if t��.t cantesting benefieiar�had n�t su�vi.ved me.
;
�
t Part 11.Severabili#y
�
If a court inv�lidates any provision of�his ww�illl,thax shall not af�ect other provisions°1�ha�
can be given effect w%thout the invalid provision.
�
�
�i�►a#ure
I,Jahn Ja�s�eph W�ish�r,the tes�tatnr,si�n my name tc�tl�.%s docume�nt,this ��
� dav of��'"�►j��R�."�`'' _ ���_.at !'�1.�t�-f 4��S'�",.�.�� �.s a����► �.� r.����
'� I declare t�hat I si�n and exe�ute this document as my last rwill,th�t I sign it willingly and
that I execute it as mv free and volunt�act.I deeiare th�at I am of the a�e of majority ar
� otherwise legatly empawered to malce a�` , vnder no const�.in�or undue�in�iuence.
;
SiQnarure:
�
� 'Vr�iia�esses
�
3
� '�e.the witnesses�si�n vu�r names tv this dacu�nent�and decl�rre that the testator will��Y
� sign�d.and e�zecuted this�iacument as#he te;statc�r's last will.
,
� �n the presence of the testatar,and in the presence of each c�ther,we si�n t�us wi�i as
k witn��ses tt�the tes,tato�s sig��iu�.
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Page 3 0�4 tni#iaLs; Date: Z. a
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Wiil of Jahn Joseoh �Valsh��
>
To the best of our knowledge,the testator is of the age of majority or oth�rwise Iegal��:�
}�nno��ve�+eci t�make a will.is of sound mi.nd and is under n�cQnstraint or undue
in�luence.
We declare under penalty of per�unr ihat the faregoin�is true and correct.this
,�c�t,�' day of Nt�iJ�in'� �Y` �(�,�: at
��!
c�4� ���,�� �• ��a�.�1�r�.���-L�� -
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First Wirness ._ � _ —"—�
. .._
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Print vour name: ����'�'T �.S' %�'f��'��
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.`�� ,��-, ,�{'�, �.►�
�ddress: ,� � ' '
' ��U� ��l,�s.��� i��,�C-� � �� ''
City,Sta.te: P ,�, � 1 �� � ��
Second Witness
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Sign your natne:
�rsnt vour name: t�G�1 fl-IP� °���
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�aare�s: �
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Page 4 of 4 Initisls: Date: t �ZS �
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�,�'�r` �.`•�.ii x... i?;...3)';
';- i .=` pennsy�vani�
SCHEDLlLE A
° `�� OEPARTMENT flF REVEhd�JE
INHERITANCE TA;C REfURN REAL ESTATE
RESIDENT dECEDENT
a
ESTATE OF:
_ J�HN J WALSH, JR FILE NUMBER:
All real property nwned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the rice at which ro
would be exchanged between a willing buyer and a wiiling seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevantpa psrty
Real property that is jnintiy-owned with right nf survivorship must be discinsed nn Schedule F.
Att�ch a copy of the settlement sheet if the pr�perty has 6een sold.
ITEM Include�c�py of the deed shawing decedent's interest if owned as tenant in common.
���BE� VALUE AT DATE
;
DESCRIPTION OF DEATH
. 1
_
141 BRIDGE STREET,NEIAI CUMBERLAND,PA 1707p
; 46,0{�0.�0
� _
. _ _
; _
,
,
}
.f
�
, _
j _
;
TOTAL {Also enter on Line 1, Recapitulation.} $ ��,��0.�0
Ifi more space is needed,use additianal sheets of p�per of the same size.
6/17l2013 2:55:09 PM �
A.Set�lemertt Statement U.S.Department of Nousing OM8 Approval No.2502-0�85
and llrban Development I
B.Type of Loan I
I
6. rle Number. 7.�oan Number: 8.Mortga9e�nsurance Case Number.
1•Q FHA 2.0 Fmi1A 3.❑Conv.Unins. 20130666
4.�VA 5.0 Conv.Ins. ❑Other
�
I
C.Note: is form is tumished to give you a statement oi actual seritement costs.Amounis paid io and by the setilement agent are shown. ;
Items marked"(POC)"were paid outside the closing;they are shown here for infonnational purposes and are not included �
in th@ Wtats. I
0.Name&Address Molty iJace,164 t5ih Street,New Cumberland,PA 1707U ;
of Borrawer. �
E.Name 8 AddreSS Estate o John Joseph Walsh,Jr.,141 Bridge St.,New Cumberiand,PA 17070 i
of Seller:
F.Name 8 Address
of Lender.
�
G.Property Locatio�t: Propeny Address
141 Bridge St.New Cumberland,PennsyJvania 17070 �
PW ;
25250606339 . �
i
H.SettlementAgeM: Great Roatl Settlement Serv�ces,LLC.6 S.11th Street,Camp Hiil,PA 17011,(71 )731•10a0 I
Place of Settlemer� 8 S.17N Street,Camp HIII.PA 17011 i
I.SetUement Date: 6/17/2013 Proratfon Date: fi/17/2013 DisbursemeM Date: 6I17I2013
i
J.Summary of Borrowers Transactl�n.:, .:->:.: _: ;:: K Surr�mary,of Selle�'s Transaction: �,,'
100. GrossAmourrtDueiromBorrower _ ..•.. ;: .:, ..,. :'. ;.• ' �00. .GrossAmoumtDuetoSeller :: . .: : .� ..
10t. Contract saies pr�e a46,000.00 401. Contract sa�es price S48,000,OQ
102. Personal Property 402. Personal property �
103. Settlement charges to borrower(line 1400) 51,155.00 403,
104. 404. t
�
105. 405, .;, i
AdjustmQnts for kems paid by selter in advance .• ';Adjustrnents tor items paid.tiy sslier in advance •�
106. City/town taxes 406. CifyltOwn texes i
107. Cow+ty tauea W77/2013 to 12/31I2013 ;321,34 407. Counry taxes 6/17l2a13 to 12/31/2013 $321�34
108. Assessments 8/17/2013 to 6/30/2013 S29.i5 408. Assessments 6H7/20�3 to 6/3012013 529;15
109. Trash 6f 1712013 to 8f30/2013 55.50 408. 7rash 6/17I2013 to 6I30120!3 55�50
110. 410.
11 t. 411.
112. 412
120. Gross Amount Due f►om Banower 547,510.99 420. Gross Amount Due to Seller ��3�,�gg
Z00. AmouiKS Pak!by'or in 8ehalf of Borrower;:�,'.. ... ,:.,. ,.:-. .:.,•. SOO;.,ReduWons'in Amourit Due to 5elibr. ;.... , . :
2(}1. Deposit or eamest money 51.000.00 501, Exoess deposii(see instntc6or►s)
202. Principal amoum oi new ban(s) 502. 3@ttlement charges to seller(line 1400) 315,375'0
203. Existing ban(s)taken Subject to 503. Existing loan(sy tsken subject to �
�• 504. Payoff of first mortgage loan
2�• 505. Payoff of second mortgage ban
206. 506, �
207. 507. �
208. Spg,
�� 508.
AdJustments for items unpaid by seller �Ad usdnents for ibsms unpaic)by seller -
. . . . . . ..... .. . ... � ,., .,. �., .....,.
2�0, c�ynoNm e�as s�o. cnynown caxes
211, County taxes 511. Couniy taxes �
212. Assessments 512. AssessmeMS
213. 513. i
21A. 514, ' I
215. 515.
216, 516.
217. 517.
218. 518. I
219. 519.
220. Total Paid by/for Borrower ;l,000.00 520. Total Reduction Amount Due Seller 515,375 00
. . �
500. Cash at Settle�nt hom7to Botrotider;. , :;,. ;:�::- ...,. :_: ,. :.�.600:;.Casli atiSeWerrient.to/f[oni Ssller.;_ .::�,..,,.,... �.: .::••.
301, Gross amouM due from borrower(line 120) 547,510,94 641. G�o&s amow�t due to seller{�ine 420) 546,955.�9
302. Less amaunLs paid by/fpr borrower(line 220) (51.000.00)602. Less reductions in amouM dpe seller(line S20) (595,375,Q0)
303. Cash �From OToBonower 546.510.99 603. Cash �TOOFromSe3ler �0,980.99
SUBSTITUTE FORM 1099 SF.LL.ER STATEMENT- The iMormation caaaineU in Blocks E,G,H and I and on Une 401(or,ii line 40�ia asterisked,Iines 403 and 404),406,a0X
and 408-412(appticabfe part of buyer's rgal estate tax reportable�ttle IRS)ls impatiaM taX informadon artd is beinQ tumished to the trttemal Revenu9 SeNice,If you are �
required to BIs a return,a neqligenee penaky or other sancGon wfll be lmposed on you A thia ltem is roquired to be reported and the IRS determines that it has not been reported.i
SHLLE�F2 INSTRUCTION- If fhis real estat�was ywr prinapal residence,file form 2118,Sale or F.�ccharye of PrindpAl Residerwe.for any 9atn,wilh your income tax retum;
for other transaetions,complete the appGcabk parts of form 4797,Fort�s 6252 and/or Schedub D(Form 104�), �
i
You aro requ(red to provide the Setdement Agent with your cortmct taxpayer identification number.
Ii you do not provlde the Settlament Agem wifh your correct taxpayer iderrtiflcatibn number,you may be subjeCt W eivil or Criminal penaMtes., . '
ESTA E OF JOHt�JOSEPH WALSH,JR. � � �
.� 1 f-�-�,��,
J n .Wal II �� .
I
6/1 T12013 2:55:09 PM Filc Number.20130666
CERTIFICATIOK: •
I heve carefuliy revietiw.W the HUD-9 SeStlemeM Statertfent and to the best o(my knawledga and beliet,it is a irue aqd acwrate stasement ot ail recetpts ana tltsburseme�ts
made on my axount o�by me in fhis transaction.I turther certify that I have received a copy ot HUD-1 Setttement Sqtement 7he Settlement AgeM does not warrant or
represeM the aaurac,y of tMormation provided by arry pacty,including iniamatlon conoemir�g POC items and i�orrrsadon suppliee!by the tender,if any,in this transaction
appearing on thts HUD-1 SetUement Sfatement and the parties hold harmless the Settlement Agent as to any ina�curaaes in such matters.
!-►-��•� / ,�"�-'� �Sl'7E OF JOHpI JOSEPH WALSH,JR.
Nblly Nace �
��ece�.��
n .Wals III
To the best of my knowtedge,tl�e HUD-2 3Cttkment Statemerrt which 1 have prepared is a tn�e and aocurate accourK pf the funCS which were received a�d heve been or wNl be
dVsburs�d by the underslg�ecf s'�x settlement of this transaction.
� � ����
James A.M �
WAR : tt ia a crlme to owingly make false statemerns to tl�e Unihnd States on this orany other similar form.Penatties upon convictlon can Include a�ne and
i risonmeM.For deteila :Title i8:U.S.Code Seccion tool and SecUon 1010.
6/17/2013 2:55:09 PM File Number.20130666
. !..Sc�Jement Charges. . ..
7U0. Total SatesBroker's Commission Paid From Paid From
Division of Commission(line 700)as tollows: Borrowers Seller's
701. $2,995.00 to Remax 1si Advantage Funds at F'unds at
702. 52,500.00 to ReMax Reatty Associates,Inc. SetUement Settlement
703. Commission paid at settlemeni S5.495.04 55,495.00
704.
705.
800. Items Payable Fn ConnecttOn with Loan . :.: _ '�. ' .. , .. .
. . .. .. ....._. ... , .
80L l.osn originatlon fee
802. Loan disoount
803. Appraisal fee �
804_ CredR rof�at
805. Lender's inspection!ee
806. Mortgage insurance application tee
807. Assumption fee '
808.
809.
810.
811.
812. •
813. �
' 800.. Itern.i Required by Lender to Be Patd in Advance . .. .,_ .;�. '. . .,, . . . •
. ... . , . .:.. ... . ..
801. Mtereat irom
902. Mortgage insurance premium tor
903. Hazard insuranCe ptemiurtt for
904.
905.
1000.Reserves Deposited wlth Lender � , .
1001, Hazard insurance
1002. Mort9age insurance
1003, CitY ProP�Y taxes
1004. CountY P�aPeRY�e$
1005. Mnuai assessrr+ents
1006.
7007.
1008.
1009.
4100.TiUe Chsrgts• . .. ' :,:, .. , . .. •
... _.... .. ... ..
. _ _. .. .... - .... ....... ..
1101. SettlemeM or cbsEng fea
1102, ADstract a dUe search
„oa. rt�e��r,sewr►
1104, Title insurance binder
1105. Documerit prepars+tion
11 Q6. Notery fees
1107, Attomey's lees Uo
InCludes above item numb6rS:
1108. ftll IrtSUr8r1CC to reet oed ettlement ServiCes,LkC $803.00
Indvdes appva item numDars:
1�09. Lenders coverage
»�o. ers coverage 3as,000.oa $sos.ao
1111.
1112. Reimbursement!or tatt certificaibn to Great Road Settlement Services,LLC $20.00
1113. DEED to Miller Lipsitt,LLC 5950.00
1200.GovemmeM R�cording and T►an3fe�Chatges ::� , ', . : ,
.., .... ,�... .....:.... .
..... .. . .
'1201. Reooroing fees:Deed 557.00 357.OQ
1202, Cityl�nty tax/stamps:Deed 5460.00 �4fi0.00
1203, State tax/stamps:Deed 5460.04 S46o.o0
120d.
1205. UPI CERT&electronic t,ting to Gr�eat Road SetUement Sarvices,LlC g3g,pp
1206.
' 1300:AOditional Setdement Charges ..:; . , � . ;,. ,.
. , . ... _: ..... . .... . _ ......... ;..•. ,,.
1301. Survey
1302. Pest inspecxion
t3o3. SEVVER ESCROW PENDING 2nd quarter bill6ng ro Great Road Seulement Servicos,LLC a7�p.pp
13Q4. 2013 Counry taxes 4/8/13 to Robin Gasperetti POCS 5595.37
1305. 2Q12-13 School t�es 7171l12 to Robin Gasperetti POCS 5818.57
13fl6. Traah 2nd t/d pd to New Cumb Bor POCS 538.6Q
1307. Escrow to Register ot W�ls{ESCROW pending REV 1500} 58.500.00
l400. Total SettlemeM Charges(eMer on lines 103,Seetio�J and 502,Seetion!� $i,955.00 S1S,375.00
Items marked"POC'were pald autside the closinp by�Borca�rer(POCB),Lerxter(POCL),hAortgage Broker{pOCt�,Other(POCO),Real Estate Age�t(PpCR),or Setler(POCS).
PRE-S�TTLEMENT WALK-THROUGH INSP�CTION •
rhis form is recommended and approved for,but noc resrricted m,use by members of ihe Greater Norrisburg Association of REALTORS•.
< .r
�ATE OF SALES AGREEMEM': ✓�ti'� �� _______�20�3
PROPERTY ADDRESS: /yr ��i'd� /�%°�% G��sh/��G��Gl�G( I��i /7C �C' ---
SELLER(5}: ,.,,Ji�n ,Io�h �!/.S�ti �r c5'{.r.�' BUY�R(5): �r� /vGC�
The undersigned Bu,�(er(s}have completely inspected the above—captioned property on Jk� i 7 , 20/3.
accompanied by `;h Y�J �i�r;�a�c� and have determined to their satisfaction that the property
was in substantially the same condition as it was at the time of executior�of the Agreement of Sale.
The Buyer{s)acknawledge that all non-real estate extras as out{ined in the Agreement of Sale were on the premises at the time
of inspection and all fixtures were in place and function;ng.
The following items were noted as NOT being in satisfactory conclition but were accepted in"AS-IS"condition.(Indicate if
NNONE").The Buyer(s)have received copies of all required certifications and inspections and understand that non warranties
are inctuded unless specifically indicated on the written report.All ternns and conditions in the Agreement of Sale have been
satisfactorily rnet.
The fotlowing items were noted as NOT�eing in satisfactory condition and NQT ACCEPTED by the Buyer(s).Agreemer►t for
resolution is as follows:
In the case of an FHA insured or VA guaranteed purchase,this certification shall neither supersede nor supplant the requisite
pre-settlement inspection certification but shall supplement same.
Buyer(s)warranis that they are not relying on any representation made by Seller,Agent or Broker,and hereby refeases,quit
claims ancl forever discharges 5eller(s),5eller{s)Agents,Subagents,employees and any officer or part�er or any o�e of them
and any other person,firm or carporation who may be liable by or through them,from any and all claims,losses or demands,
including personal injurie nd U of e consequences thereof,where now known or not,which may arise due to the
condition of e taje pr -J-r'"
�
Witness• ��v� Buyer:�,��E��-� Date• 1�1 1
Witness: Buyer: Date:
Seller(sJ h e been advised of the results of 8uyer(s)inspection and agree tQ e�pt�ns or resofutions noted herein.
Witness: Selle u �r'Date:�,Qf�7I��
Witness: Seller: Date:
INSPECT[ON WAIVER
[Complete this section 0lVlY if inspection is waived by the Buyer{s)]
I(We),the undersigned Buyer(s)of the above captioned property,have been advised of our right to a pre-setttement
inspection.We hereby decline and waive our rlght to such inspectian and the benef'rts thereof and hereby release,quit claim
and forever discharge Selfer(s),Seller(s)Agents,Subagents,employees and any officer or partner or any one of them and any
other person,firm or corporation who may be liable by or through them,from any and a[t claims,losses or demands,incfuding
personal injuries and all of the consequences thereof,where now known or not,which may arise due to the condition of the
subject property.
Witr�ess: Buye�: Date:
Witness: Buyer: Date:
� REV-i�o8 EX+(o$-i2)
3
r' ;`pennsylvania S+CNEDLlLE E
s �� dEPARTMENTDFREVENUE ��}i� gANK DEP�SITS & MISC.
INHERITi4NCE TAX RE(URN pE��pNAL RRt1PERTY
RESIDENT DECEbEM
_ ESTATE�F:
; J�HN J 1NALSH, JR FILE NUMBER:
�
; Include the proceeds of litigation and the d�te the pmceeds were receiued hy the estate.
? All praperty jaintiy owned with right af survi�orship must be disclosed on Schedule F.
; ITEM
' NUMBER DESCRIPTION VALUE AT DATE
3 �. GASH _ _ oF DEATH
a __ �3,474.C�Ct
, _
� :PERSONAL ITEMS KEPT BY CHILaREN OR DISCARDED
' 16,7J2.OQ
� 3 : _
PERSON�L ITEMS SOLQ AT AUCTION
� __ - _ _ 1,�01.�70
_
i 4 ;INDIVIDUAL RETIREMENT ACCOUNT
' 29,99Q.�?(3
; : _ _ _
� _ _
,:
� _
a
s
f __
� _
t
; _
;
s
3
{ '�-�" .' .. ". ... . . .. ' . . . . .. .. .. ... . -.�' ... . .. .. . � .
A
.E . . • . . .. . - . .. .. -.. �
3
3 . . .. . � .. .. . . .. . . , . _ . .
.; .. . .. .. .. . . . . �.. . . . � :� .�. .. .. ... . . .... .. . -..� .,... .
i . . . . . . .. .� . .. -
�
.� . ... ... . .. . .. . .. .. . . . ... . . .. . .
f . ... . . . .. . . . . . .. . , . . ... . ..
T�TAL (Aiso enter on Line 5, Recapitulation} $ ��,167.�0
If more space is needed,Use additional sheets of paper of the same size.
�
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� ��`��Rl� P.O.BOX 658 ACCOUNT NUMBER: STATEMENT PERIOD:
� N�vCuMS�t[w1vDFFDExA�.Qt��i'LJNioN NEW CUMBERLAND,PA 17070 xxxxxxx747 Jan 1, 2013-Jan 31, 2013
�' �2'ourCommuniry Credit vnion sc�o-7o-tv���u 17�7-774-5?3`
ADDRESSSERVICEREQUESTED WVl�JY.NCFCUGNIINE.ORG SUMMARY AT A GLANCE
� Total Shares: 8,337.20
� Total Loans: 0.00
� Total Certificates: 0.00
�
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r John J Walsh ; �u °�1
3 141 Bridge Street 3� ��� ��'�,
New Cumberland Pa 17070-2124 � � �� ��
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� Page 1 of 2
j
�
�
� � *
; Trans Eff Date Transaction Deposit Withdrawal Balance
� Previous Balance 9,423.89
�
a Jan 02 Automated Deposit 102 Us Treasury 312/xxciv Ser....................... 471.00 O
' Jan 02 Home Bankin Transfer To S 4 Transfer To Checkin -2,889.89 ,005.00 �
� g....................
f
xan 1 Divi end........................................................................................... .90 7,005.90
; The Annual Percentage Yield Earned Is 0.15.
r
New Balance . 7,005.90
� , ,
; Trans Eff Date Transaction Deposit Withdrawal Balance
; Previous Balance 324.71
� Jan 02 Ach Withdrawal 0000003000 Ugi-Utilitie Img Util. Pymt.................. -47.15 277.56
� Jan 02 Home Banking Transfer From S 1 Transfer To Checking ............... 2,889.89 3,167.45
`# Jan 02 -21.00 3,146.45
; Share Draft Cleared 1412................................................................
� Jan 03 Jan 02 Visa Dr Purchase*03326-034 Docortho.com 877-846-4600 Mi...... -27.90 3,118.55
} Jan 04 Ach Withdrawal 6060416470 Knights Of Colum Ins. Prem............. -112.75 3,005.80
: Jan 04 Jan 01 Ach Withdrawal 1680214809 Hnfs Tricare Pm................................ -22.44 2,983.36
:'; Jan 07 Ach Withdrawal 0730383055 Midland Mtg Mtg Pymt...................... -686.14 2,297.22
Jan 08 Jan 07 Visa Dr Purchase*03175-835 Consumer Cellular I 800-6864460 -35.03 2,262.19
Or..................................................................................................
? Jan 09 Visa Dr Purchase*00000-931 Verizon*onetimepay Verizon.com Tx -177.36 2,084.83
�
� Jan 11 Atm W/d Pa00018489 345 Lewisberry Road New Cumberland Pa -500.00 1,584.83
� Jan 15 Ach Withdrawal 1630792555 Online--Aafes Ach Pymt................ -64.06 1,520.77
� Jan 18 Ach Withdrawal 1951985500 Newyorklife-Aarp Insurance.............. -32.19 1,488.58
; Jan 18 Ach Withdrawal 1951985500 Newyorklife-Aarp Insurance.............. -5.00 1,483.58
� Jan 18 Ach Withdrawal 1951985500 Newyorklife-Aarp Insurance.............. -5.00 1,478.58
� Jan 18 Ach Withdrawal 1951985500 Newyorklife-Aarp Insurance.............. -5.00 1,473.58 `
� Jan 24 A Withdr al 1951985500 New orklife-Aar Insurance.............. -5.00 1,468.58
� an 28 Ach Withdrawal 1230 Ppl Eu Elec Svc................................ -97.21 ,1,3 .
� Jan 29 Ach Withdrawal 1008096660 Pawc Payment......... ........ -40.22 1,331.15
t .................
° Jan 31 Dividend 0.15 1,331.30
' • ...........................................................................................
� The Annual Percentage Yield Earned Is 0.10. 1,331.30
� New Balance .
�
,
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,
� -
3 � � � 1 �' � I 1 � � � � f � � � � 1 1 � � I
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ESTATE OF JOHN 1 WALSW,IR
LISTING OF ITEMS TAKEN BY CHILDREN OR THROWN AWAY
:�
Desuiption Est Amount
' 6olf clubs 210
Living room furniture 1�
Bedroom fu�niture
Bedroom dresser Z�
� Dining room dresser �
j Laptop computer desk&chair 74
� Computer desk in office#1(where desktop was placed) qp
� Dining room table 50
� Flag chest ��
Cordless phones 25
Beruh
� Steelers fri�e 30
� Little fridge 50
� Refrigerator �
� Freezer
150
� Samsung 50"plasma N
425
� Bose CD player 420
��p ube� 7,673
� Snow 6lower 350
: Blu ray player �
"'`' N stand
30
Nintendo Wii 50
'' Roberto Clemente picture 1�
; Jerome Bettis jetsey
; Football piggy bank(contained$70 cash) �
� ���p� 70
Dyson DC35 200
170
� Oreck steamer 1�
3 Oredc handheld 50
� Shotglasses halder 20
�
x� Tool box �a
S
; Drill
30
Desktop computer 3�
Small 7V with DVD piayer 75
Smalt N without DVD player 30
� Air purifier
40
; Knives(Franklin Mint)-1/2 175
' Knives(Franklin Mint)-1/2 175
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2004 Jeep Liberty Sport Utility 4D Used Cas�Prices-Kelley Blue Book Page 1 of 3
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2004 Jeep Liberty Sport Utility 4D Used Car Prices-Kelley Blue Baak Page 2 of 3
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� (�2013 Kelley Bkx Book Co.,Inc At!rtghfs re,s�erved.7/4/2013-J/12/2013 EdiHOrt for Pennsytvanta I7070.The specitTc fnformation requJred to determirre the value for this particular veh/cle was
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� Mr.John J.Walsh,III
� 207 Painters Crossing 1/28l2013
� Chadds Ford,PA 19317
� For the Services of John J.Walsh,Jr.
� 1303 Bridge Street
� P.O.Box 431
� New Cumberland,PA 17070 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way
� we can. Please feel free to contact us if ou have an
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� �'H:(717)774-7721 is an itemized statement af the services,faciliries,automotive equipment and merchandise that you selected
� �X:(717)774-5546 when making the funeral arrangements.
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u Net 30 2/2712013 fi549.4
.�u .F.�.. .� �x..�._ �.�.�, _,�.�� Descriptian Amount
� SERVICES&MERCHANDISE Q.00
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� Gilbert W.Parthemore Traditional Funerai Service 6,495.00
� �ounder Honor&Glory Starionery Set(inciuded) 0.4p
� Rosemont Cremation Casket �
� l,260.00
y Marbieite Urn with US Army Me�dallion � 228.00
� Gilbert 1.Parthemore � `A �
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� Total Services and Merchandise �� s�13 7,983.Q0
� 7.�
� Stephen K.Parthemore CASH ADVANCE ITEMS ��
� Pres��ient,CFSP �
� �Death Notice,Harrisburg Patriot � � 426.22
� Bruce R,Parthemore Death Notice,Pittsburgh ,�N�dp 439.90
; p��_���,����r����.�a�. ��� 15 Certified Copies of Death Certificate � A „�,(Ys 90.00
Clergy Honorarium � S �Y`-JI,t�/+� 200.Up
` Flowers,Casket Spray �T''+ A�"" 206.00
' Honor Guard
75.00
� �_. _��.. � �. ..�.�� ,.�_.�r,� Dauphin County Coroner Fee,Cremation Authorization 30.Q0
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Hospice of Central Pennsylvania �nv01L`�
' 1320 Linglestown Road
� Harri sburg, PA i�11 o Invoice Number:
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� Voice: Invoice Date:
717-732-1004 .;'�' ... 1/31/13
� F�� 717-234-0384
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� 20'7 Painters Crossing
� Chadds Ford, PA 19317
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� Resident ID: wa�snJo�:
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� Payrnent Terms Due Date
� Net 15 Days 2/15/13
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� esidential Care - January 24-25, 2013 750.00
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� Total Invoice Amoun 7s o.o 0
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� JOHlU J WA�.SN JR �. 1�1 t+�ar�coupc�n bela�w w►"�th pay�r��rYt
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i Patierrt Name: Watsh Jc=Jahn J Previ�u�Salance. �+�o,838.90
� Sta�ement Date: �4/25/13 Totai New Ghar�ges: �.00
� PaymentslA�ijustme�r�t�s: �+60,587*9�-
� S�ervice Date(s}: �'1/13I1 3-01/2411 3 Account Baiance: �151.t10
� l�ccount Number: 44�7�3 P�ase P�ty This Am�un�:.--- ;15�i.� C�R
� Medical Recoai Number: 724141 gi��c�unte�!A�m�au c�f�128.35 �' a��t c�n a�
�fvre t�5f25/�4���
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� Please c�ll Customer S�erv�ce at�17-T�3-Z't 38
� ins. 1:CNaMPU�'Tf�ICA to add or make comec�ions to your insurance
} 1ns,�: infarm�ttian, or#o make grcangem�rrts fi�r a
; ��s,�: payment plan. If you are unabfe to make
� ins.4: payment,piease contact the Patiert�k financi�l
� Advocat�'s C�ffce at�'l17"}7�3�-2885 tg discuss
� financiai as�stance aptior�s.
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F�lease Na�fe:Yc�t��hys�ar�s wi11 b�l1 s�;�at+ely f+�r�rof�ssa'►�na1 se�vit�':s
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{ 'i pennsyl�ania �CHEDULE I
� (7EPARTMENT OF REVENUE
� DEBTS aF DECEQENT,
n INHERITANCETA�RETURN MORTGAGE LIABILITIES & LIENS
'� RESIbENT DECEbENT
� ESTATE OF FILE NUMBER
§
� J�HN J WALSH, JR
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� Re�ort de�ts incurred hy the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
� ITE M wALU E AT DATE
� NUMBER DESCRIPTIDN DF DEATH
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� MORTGAGE, 141 BRIDGE STREET,NEW CUMBERLAND, PA 17070 �39�q� ��
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� 2 HOSPICE OF CENTRAL PENNSYLVANI� �5�.��
3 HOLY SPIRIT HOSPITAL �Z�.�a
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� TOTAL�Also enter on Line iD, Reeapitulation} $ ���`������
If more space is needed,insert additional sheets of the same size.
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� ESTATE OF JOHN J WALSH,JR
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ANALYSIS OF MORTGAGE BALANCE
Payment Interest Principal Balance
23,540.65
'a 2/1/2013 700.00 147.13 552.87 22,987J8
' 3/1/2013 686.14 143.67 542.47 22,445.31 <-----agrees to principal balance per payoff statement
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NOTE Based on the payoff statement,executor was able to use the principal
balance payoff($22,445.31)and the interest rate(7.5%)to determine
the principal balance of the mortgage as of the date of death.
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� � A Division o�MidFirst Bank
Mortgagor(s)& Property Address: Loan Number: 0054356423
; ESTATE OF JOHN J WALSH Issue Date: 03/28/13
Expiration Date: 04/15/13
141 BRIDGE ST Teiler Number: 00290
Loan Type: VA
NEW CUMBERLAND PA 17070 Sub-Type:
- Investor Code: 01029
� Interest Rate: 7.50000
***CSS**6.52*** Escrow Balance: 222.55
ESTATE fJF JOHN J WALSH Buydown Balance: .00
207 PAINTEa�S CROSSING ARMNRM: N
' � � Foreclosure: N
' CHADDFORD PA 19317 FHANA/PMI Case Number: LH0101060515963
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� PAYOFF STATEMENT QUOTE
� Estimated Disbursements:
If a disbursement is made prior*,�the
expiration of this statement, the
total payoff amoun#may change.
_ Interest Interest Paid to Date: 03/01/13
Information: Daily Per Diem Interest Amount: 4.6121
,
Total Interest to be Charged: 204.85
Payoff Principal Balance: 22445.31
Amounts: Deferred Principal Balance*: .00
Interest Calculated to 04/15/13: 204.85
PMI/FHA Premium Calculated to 04/15/13: 0.00
Escrow/Impound Advance Balance: 0.00
Late Charge Balance: 0.00
Optional Product(s): 0.00
Prepayment Fee: 0.00
Statement Fee: 0.00
Release Fee: 40.50
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' � Expedited Delivery Fee: 0.00
Fees Assessed: 0.00
Unapplied Funds Retained: 0.00
Less Unapplied Funds: .00
Less Escrow Balance: 0.00
TOTAL AMOUNT DUE: 22690.66
Exaress Mail Address: Midland Mortgage
Attn: Payoff Department
� 999 N.W. Grand Blvd., Ste. 110
, Oklahoma City, OK 73118-6077
Loan Number 0054356423 Loan Type: 3
"Amount defeRed under a Home Affordable Modification Program.
*If your loan was in defauft at the time MidFirst Bank acquired the servicing of your loan,we are required to advise you that this
communication is from a debt collector,this is an attempt to collect a debt and any information obtained from you will be used for
� that purpose. If your loan has been discharged through bankn�ptcy or if you are currently in bankruptcy under the protedion of an
automatic stay,#his is not an attempt to collect a debt but is for informational purposes only.
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' CORRESPONDENCE www.MyMidlandMortgage.com
P.O.Box 26648,Oklahoma City,OK 73126-0648 Please include your name,loan number,daytime telephone
Phone(405)42G-1299 Fax(405)767-5500 number,and e-mail address on all correspondence.
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� t� Y� ���� SCHEDULE ]
� t7Cnl.�Tt�i[r�y�F REVFr4t�E
� INHERITANCETAX RE?URN BENEFICIARIES
� RESIDENT bECEDEfVT
� ESTATE OF: FILE NUMBER:
� JOHN J 1NALSH, JR
� RELATIONSHIP Tt}DECEDENT AMQUNT DR SHARE
� Nl1MBER NAME AND ADDRESS OF PER50N{SJ�cECEIVING PROPERTY Do Mot List Trustee{s} OF ESTATE
I TAXABLE DISTRIBUTI�NS[Include outright spousal distributions and transfers under
5ec.9116{a){1.2J.]
�• JOHN WALSH, 20l PAINTERS CROSSING, CHADDS FORD, PA 19317 SON ��7�� .
: 2 JENNIFER UUALSH,410 GE�RY ST, NEW CUMBERLAND, PA 17070 DAUGHTER �2���
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� 3 JILLIAN WALSH,279 MIKE DRIVE, ELKTON,MD 21921 DAUGHTER Z�c��;
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ENTER DOLLAR AMOUNTS FOR DISiRIBUTIONS SH[}WN ABOVE�N lINES 15 THR�U�H 18 OF REV-1500 CC}VER SHEETr AS APPROPRIATE.
� II NON TAXABLE DISTRIBIJTI(}N5
� A. SPOlJSAL DISTRIBUTIONS UNDER SECTIC}N 9113 FOR WHICH AN ELECfION TD TA�{IS NDT TAKEN:
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� 8. CHARITABLE AND GOVERNME(dTAL DISTRIBUTIONS:
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TOTAL�F PART II— ENTER TaTAL NDN-TAXABLE DISTRIBUTI�NS�N LINE 13 aF REV-1500 COVER SHEET. $
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