HomeMy WebLinkAbout08-05-13 � 150561014�
REV-1500 EX �°2_,,,�F'>
PA Department of Revenue
OFFICIAL USE ONLY
Bureau of Individuai Taxes INHERITANCE TAX RETURN �ounty Code Year File Number
PO BOX 280601 2 1 1 3 0 2 9 6
Harrisbur�,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW ^ �
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW
0 2 1 9 2 0 1 � 0 8 2 7 1 9 2 5
Decedent's Last Name Suffix Decedent's First Name MI
P R 0 B S T G I L B E R T W
(If Applicable)Ente�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
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death
Prior to 12-13-82)
� 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required
death after 12-12-82)
❑X 6.Decedent Died Testate � 7. Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
� 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11. Election to Tax�,�der Sec.911� .�. �
Befinreen 12-31-91 and 1-1-95) (Attach Schedul�) "�"� ��
� G��_� �".«�
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SH�La"'�E DIRECT�IITO ���= �"$
Name Daytime Telephone Nu e�= �� � :�;,;s
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J A C Q U E L I N E A K E L L Y 7 1 7 5 4 � � ,;�fi 5�-jD �-� ��°�°
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REGISTER OF WILLS�j�E'�'S�ILY � �� �
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First Line of Address --6 6"'�
8 4 5 S I R T H 0 M A S C 0 U R T � � � �
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Second Line of Address
S U I T E 1 2 ' '
City or Post Office State ZIP Code DATE FILED
H A R R I S B U R G P A 1, 7 1 0 9
Correspondent's e-mail address: JACKIEJLB@VERIZON.NET
Under penalties of perjury,I declare tha ave examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declar ion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG T E OF PERSON R SIBLE FAR FILING RETURN DATE
��-'' — � O��
ADD ESS
7 LONGSTREET DRIVE CARLISLE PA 1,701,3
SI A URE OF P EPARE H R T AN REPRESENTATIVE DATE
-�- d -�ot3
RES
845 SIR THOMAS COU T, STE 1,2 HARRISBURG PA 1,7109
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1,5056101,40 150561,01,40 J
�
J 1505610240
REV-1500 EX(FI) DecedenYs Social Security Number
�ecedent'sName: GILBERT W• PROBST
RECAPITUL.ATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2 1 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(Schedule E). . . . . . . 5. 3 0 9 4 1 . 2 4
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. •
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . . . . 7. 9 8 3 7 5 . 4 7
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . g, 3 3 9 3 1 6 . 7 1
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 5 7 8 8 2 . 8 7
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 1 2 2 . 3 �
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 5 8 � � 5 . 1 7
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 2 8 1 3 1 1 . 5 4
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. 2 8 1 3 1 1 . 5 4
TAX CA�CULATION-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 . � � 15. O . � �
16. Amount of Line 14 taxable
at�inea�rate X.045 2 8 1 3 1, 1 . 5 4 �6. 1 2 6 5 9 . 0 2
17. Amount of Line 14 taxable
at sibling rate �C.12 0 . � � 17. � . � �
18. Amount of Line 14 taxable
at collateral rate X.15 � • 0 0 �g, � . 0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 2 6 5 9 • 0 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OX
Side 2
� 1505610240 1505610240 J
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 2� 13 0296
DECEDENT'S NAME
GILBERT W. PROBST
_ _ _ _
STREET ADDRESS
5 Chester Road
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
�• Tax Due(Page 2,Line 19) (1) 12,659.02
2, Credits/Payments
A.Prior Payments 11,000.00
B.Discount 578.93
Total Credits(A+B) (2) 11,578.93
3, Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
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) 1,080.09
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 ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income ............................... ❑ �
c. retain a reversionary interest ..................................................................................................... ❑ �
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ �
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 ❑
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ❑ 0
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
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)J.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a}(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1502 EX+(12-12)
pennsylvania SCHEDULE A
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
GILBERT W. PROBST 21 13 0296
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 wiliing 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. Real property located at 5 Chester Road, Enola, PA 17025 210,000.00
see attached settlement sheet
TOTAL(Also enter on Line 1,Recapitulation.) $ 210 000.00
If more space is needed,use additional sheets of paper of the same size.
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERtTANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
GILBERT W. PROBST 21 13 0296
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointty owned with right of survivorship must be disclosed on Schedule F.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2012 Subaru Outback 24,000.00
proceeds from willing buyer
2. Premier Eye Care; refund 176.00
3. Allstate; refund for policy changes 32.08
4. CVM; refund for online registration overcharge 5.00
5. John Deere cart, chainsaw, soldering gun, tractor 3 970.00
proceeds from sale '
6. Highmark; refund 270.40
7. Comcast; refund 53.43
8. Allstate; premium refund 29 99
9. Adjustment for items paid in advance of settlement for the sale of 2,404.34
5 Chester Road, Enola PA 17025
(city/county/school tax reimbursement)
TOTAL(Also enter on Line 5,Recapitulation) $ 30 941.24
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GILBERT W. PROBST 21 13 0296
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEOENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OFTHE DEED FOR REAI ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Susquehanna Bank 90,018.49 100.00 3,000.00 87,018.49
CD 10011691200; made joint within 1 yr of death with
daughter, Brenda D. Johnson
2. Susquehanna Bank 11,356.98 100.00 11,356.98
Checking account 4600072509; made joint within 1 yr death
with daughter, Brenda D Johnson
TOTAL (Also enter on Line 7,Recapitulation) $ 98 375.47
If more space is needetl,use additional sheets of paper of the same size.
REV-1511 EX+(10-09) �
pennsylvania � SCHEDULE H
pEPAR7MENT OF REVENUE � FUNERAL EXPENSES AND
INHERiTANCE TAX RETURN ADMINISTRATIVE COSTS
RESIQENT DECEDENT
ESTATE OF FII.E NUMBER
GI�BERT W. PROBST 21 13 429fi
� Decedent's debts must be�eported on Schedule I.
ITEM �
NUMBER QESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1, Neill Funeral Home 7,478.42
2. clergy fee 125.00
3. funeral luncheon 437.50
4. Gingrich Memorials; stone engraving 1fi5.�4
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s}of Personal Representative(s) .lonas A. Diffenbaugh 11,211.99
StreetAddress 7 Longstreet Drive
�;ty Carlisle ���� PA ��� 17413
Year�s)Commission Paid; 2013&201�
�, AttameyFees: ,J�t1 �. Brown &Associates 11,876,08
3, Family Exemption:{If decedenf s address is not the same as claimant's,attach explanation.)
Claimant
SVeet Address
City State ZIP
Relationship of Claimant to Decedent
4. Prabate�`ees: ��mberland County Register of 1Nills �53.50
� Ac;countant Fees:
6, Ta�c Retum Preparer Fees:
7. Cumberland County Legal Reporter; legal advertising 75.OQ
8. The Sentinel; legal advertising 214.70
9. 5 Chester Rd, Enola, PA; settlemen#costs 22,729,90
10. Qebbie Lubold, Tax Coilector; Property taxes 678.88
11. PA American Water;water bills 114.52
12. PP�; electric biiis 523.43
13. East Pennsboro Township; sewer/trash bill 141.57
14. Ibis Appraisal; appraisal of 5 Chester Road, Enola PA 17�25 225.QQ
15. Allstate; homeowners insurance 418.18
16. Amerigas; propane biil 34.21
�7. Marsha Paskevich; house cleaning 200.Q0
19. Sovereign Bank; deluxe estate checks 14.99
TOTAL(Alsa enter on Line 9,Recapitulation) $ 57 882,$7
lf more space is needed,use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
GILBERT W. PROBST 21 13 0296
Decedent's Name Page 1 Fite Number
Schedule H -Funeral Expenses&Administrative Costs -B7.
ITEM
NUMBER DESCRIPTION AMOUNT
20. Cumberland County Register of Wills; additional probate fees 265.00
21. Cumberland County Register of Wills; FSA filing fee 20.00
22. American radon 780.00
SUBTOTAL SCHEDULE H-B7 1,065.00
REV-1512 EX+(12-12)
pennsylvania SCHEDULE 1
DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GILBERT W. PROBST 21 13 0296
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. Holy Spirit; outstanding medical bill 112.50
2. Debbie Lupold; personal tax 9.80
TOTAL(Also enter on Line 10,Recapitutation) $ 122.30
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
GILBERT W. PROBST 21 13 0296
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. Daniel L. Probst Lineai 60,978.69
79 Beard Road 1/3 residue
Enola, PA 17025
2. Brenda D. Johnson Lineal 159,354.16
9001 Southpointe Lane 1/3 residue& Sch G
Lorton, VA 22079
3. Tara Nelson-Shrauder Lineal 15,244.67
620 State Street 1/12 residue
Lemoyne, PA 17043
4. Tonya Maclay Lineal 15,244.67
9 N. Corporation Street 1/12 residue
Newville, PA 17241
5. Erika Nelson Lineal 15,244.67
400 Cameron Station Blvd, Unit G8 1/12 residue
Alexandria, VA 22304
6. Andrea Nelson Lineal 15,244.68
69 Faith Circle 1/12 residue
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size,
y � � �, '� • � 1
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LAST WILL AND TESTAMENT OF GILBERT W. PROBST
I, Gilbert W. Probst, of 4260 Valley Road, Enola,
Cumberland County, �ennsylvania, being of sound mind, memory
and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking any and all
wills by me heretofore made.
ITEM 1. Y direct that my funeral be conducted in a manner
cor�esponding with my estate and situation in life and that all
my just debts and funeral expenses be fully satisfied as soon
as may be after my decease.
ITEM 2. I give, devise and bequeath all that rest, residue
and remainder of my estate, whether real, personal, mixed, of
whatsoever kind and wheresoever situate, unto my loving wife,
Blanche J. Probst. In the event that my said loving wife,
Blanche J. Probst, should predecease me, I give devise and
bequeath all that rest, residue and remainder of my estate
unto my children: Daniel L. Probst, Brenda D. Diffenbaugh
and Trudy Lynne Probst, in equal shares, share and share alike.
ITEM 3. I nominate, constitute and appoint my loving wife,
Blanche J. Probst, to be and act as Executrix of this my Last
Will and Testament. And she shall serve in such capacity
without having to post any security bond for the performance of
her duties as my Executrix.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 29th day of December, 1977, A.D.
_ �-.
�
_ '*t =w ,N; . , c,
The preceding instrument, consisting of this and one other
typewritten page, each identzfied by signature of the Testator,
was on the date thereof signed, sealed and published and declared
by Gilbert W. Probst, in the presence of us, who at his request,
in his presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
.
GILBERT W. PROBST
' .
�,.��°'>..� OMB Approval No.2502-0265
i•���u��a A.Settlement Statement(HUD-1)
h•,...,..�
B.Type of Loan
1.Q FHA 2.� RHS 3.� CONV.UNINS. 8�F��e Num4er: 7.Loen Numbur. 8.MoAgape Inaurancs Case Numbor.
a.� vA s.� CONV.iNS. CEN154-670 46Q0045320 446-1844032-703
C.Note:This torm is furnished to give you a etatement of actual settlement costa.Amounts pafd to and by the settlement apent are shown.Items marked"(p.o.c.)"were paid outside
the dosing;they are shown here(or informational purposes and are not inGuded in the totals.
D.Nama b Addrest of Borrower: E.Name i Address of Selier. F.Neme 6 Address ot Lendar:
Juiie M.Kenes,a singte woman Jonas A.Diffenbaugh,Administrator CTA of American Neighborhood Mortgage Acceptance
3614 Golfview Drive Estate of Gilbe�t W.Probst,deceased Company,LLC
Mechanicsburg,PA 17050 7 Longstreet Drive 700 East Gate Drive
Carliste,PA 17013 Suite 400
1111ount Laurel,New Jersey 08054
G.Propsrty Location: H.Satttement Agent: I.SattlemaM Date:
5 Chester Road T.A.of Central PA,LLC July 24,2013
Enola,Pennsyivania 17025 530 North Lockwiilow Avenue
Lots 10 8 11,Section"A"of the P1an of Lots of Harrisburg,Pennsylvania 17112
West Enola,Book 1,Page 29,Cumberland 717-724-3724 fax:866-858-2780
County,Pennsylvania
Plece o(Setpsmonh
T.A.of Central PA,LLC
530 North Lockwillow Avenue �
� Harrisburg,Pennsylvania 17112
Phone:(717)724-3724
J. Summary of Borrower's T�ansaction K. Summary of Seller's Transaction
100.Gross Amount Que From Borrower: 400.Gross Amount Due To Seiler:
101. Contract Sales Price 210,000.00 401. Contract Sales Price 210 OOQ.00 �
102. Personal Pro ert 402. Personal Pro ert
103. Settlement Char es to Borrower line 1400 9,914.10 403.
Ad ustments for items Paid b Seller in Advance: Ad ustments for items Paid b Seller in Advance:
2013 County/Township Taxes Jul 25,2013 thru 2g7,59 406. 2013 CounrylTownship Taxes Ju125,2013 thru 29�59 •
��' bec 31 2013 Dec 31,2013
107. Count /Parish Taxes 407. Count !Parish Taxes
108. Assessments 408. Assessments
109. 2013-14 School Taxes Ju125,2013 thru Jun 30, 2,011.62 409. 2013-14 School Taxes Jul 25,2013 thru Jun 30, 2,011.62 �
2014 2014
��� Sewer&Trash-3rd qtr Jul 25,2013 thru Sep 30, g5.13 410, Sewer&Trash-3rd qtr Jul 25,2013 thru Sep 3�, 95.13 �
2013 2013
12Q. Gross Amount Due from Borrower: 222,318.44 420. Gross Amount Due to Seller: 212 404.34
200. Amounts Paid b or in Behalf of Borrower: 500. Reductions in Amount Due to Seller:
201. De osit or Earnest Mone 501. Excess De osit see instructions
202. Princi al Amount of New Loan 188,179.00 502. Settlement Char es to Selter l.ine 1400 17,729.90
203. Existin Loan s taken sub'ect to 503. Existin Loan s taken sub'ect to
204. Seller Assist 5 000.00 504. Pa off of First Mort a e Loan NIA
205. Gift Funds 32,000.00 505. Pa off of Second Mort a e Loan N/A
206, 506. Purchase Mone Mort a e
207, 507. Seller Assist 5,000.00
Ad ustments for Items Un aid b Selier: Ad ustments for Items Un aid b Seller:
210. City/Town Taxes 510. Cit /Town Taxes
211. Coun /Parish Taxes 511. Coun /Parish Taxes
212. Assessments 512. Assessments
220. Total Paid b /for Borrower: 225,179.00 520. Total Reductions in Amount Due Seiler: 22 729.90
300. Cash at Settlement from!to Borrower: 600. Cash at Settiement to J from Seller:
301. Gross Amount due from Borrower line 120 222 318.44 601. Gross Amount due to Seller line 420 212,404.34
302. Less Amount Paid b lfor Borrower line 220 225,179.00 602. Less Reductions Amount due Seller line 520 22,729.90
303. Cash To Borrower: 52,860.56 603. Cash To Seller: 5189,674.44
The Public Repo�ting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.
7his agency may not collect this information,and you are not required to complete this form,unless it displays a currently valid OMB control number.
No confidentiality is assured;this disclosure is mandatory.This is designed to provide the parties to a RESPA covered transaction with information
during the setttement pro ess.
Borrower Initials: Julie M.Kenes
Seller.Initials: _
Previous editions are obsolete Page 1 of 4 HUD-1
July 23,2013 3:18 PM
. ' File Number.CEN154-670
Settlement Date:July 24,2013 Loan Number:4600845320 FA
L. Settlement Charges Paid from Paid from
700. Total Sales/Broker's Commission:$12,300.00 Borrower's Selter's
Divfsion of Commission line T00 as follows Funds at Funds at
701. 6,150.00 to Coldwell Banker Homestead Grou 3%N Settlement Settlement
702. 6150.00 to Keller Wifliams of Centrai PA East 3°h N
703. Commission Paid at Settlement 12,300.00
704. Additional Broker Fee to Cotdwell Banker Homestead Grou 325.00
705, Additional Commissions to Keller Williams of Central PA East 375.00
800. Items Pa able in Connection with Loan:
801. Dur origination charge (from GFE#1)
$850.00
802. Your credit or charge(points)for the specific interest rate chosen (from GFE#2)
$0.00
803. Your ad'usted ori ination char es from GFE#A 850.00
804. Appraisal Fee (from GFE#3)
to Coesters A raisals oc$475.00 b Borrower
805. Credit Repoft (from GFE#3)
to Universal 35.00
806. Tax Service
807. Flood Certification (from GFE#3)
to CoreLo ic 12.00
900..Items Re uired b Lende�to be Paid in Advance:
901. Daily interest charge from Jui 24,2013 to Aug 1,2013 aQ 23.8446 /day for 8 days (from GFE#10)
to American Nei hborhood Mort a e Acce tance Com an ,LLC 190.76
902. Mortgage Insurance,Premium(FHA) (from GFE#3)
to De t of HUD 3 236.50
903. Homeowner's Insurance (from GFE#11)
to State Farm Insurance 593.00
1000.Reserves De osited with Lender:
1001. Initial deposit for your escrow account (from GFE#9)
to American Nei hborhood Mort a e Acce tance Com an ,LLC 570.84
1002. Homeowner's Insurance 3 months $49.42 er month $148.26
1003. Mort a e insurance $198.92 r month
1004. Co&Tw Pro ert Taxes 6 months $56.57 er month $339.42
1005. School Taxes 2 months $179.43 er month $358.86
1099. A �e ate Act'ustment $-275.70
1100 Title Charges•
1101. Titie services and lender's title insurance from GFE#4 1,690.00
1102. Settlement or Closin Fee $
1103. Owner's Title Insurance(First American Title Insurance Company) (from GFE#5)
to T.A,of Central PA,LLC Risk Rate P�emium:$1,450.00 105.00
1104. Lenders Title Insurance(First American Title Insurance Company)
to T.A.of Central PA,lLC
- Lenders Premium $1,345.00
- Aita Endorsement 8.1(PA 900) $50.00
- PA 100,300 Endorsements PAShort Form loan olic $100.00
1105. Lender's Title PoUc Limit$188,179.00
1106 Owner's Title Policy Limit$210 000.00
11Q7. A enYs Portion of the Total Title Insurance Premium • $1,360.00
1108. Underwriter's Portion of the Total Title Insurance Premium $240.00
1109. Deed Preparation Fee -by attorney throu h estate
1110. Notary Fee
to Abb F.Wendel 20.00
1111. Reimbursement for tax certification fee �
to T.A.of Central PA,LLC 10.00
1200.Govemment Recordin and Transfer Char es:
1201. Government Recordin Char es from GFE#7 146.00
1202. Deed$67.00 Mort a e$79.00 Releases$0.00
1203. Transfer Taxes from GFE#8 2,100.00
1204 City/Counry tax/stamps Deed$2 100.00 Mortgage$0.00
1205 State taxlstamps Deed$2 100.00 Mortaaae$0.00 2,100.00
1206. Other Tax 1
1207. Other Tax 2 �
1300.Additional Settlement Char es:
1301 Required seroices that you can shop for from GFE#6
1302. Surve
1303. Pest Ins ection
1304. 2013 County/Township Taxes
to Debbie Lu Id oc$678.88 b Seller '
1305. 2013-14 SChool Taxes(discount)
to Debbie Lu old 2,153.20
1306. Sewer 8�Trash-3M qtr
to East Pennsboro Townshi 128.70
1307. Processing fee-township(sewer&trash)
to East Pennsboro Townshi 10.00
1308. Home Warranry
to American Home Shield 520.00
1309. Invoice
to Fabie 8 Associates,LLC 173.00
1400. Total Settiement Charges(Enter on line 103,Section J and line 502,Section K) 59,914.10 $17,729.90
Borrower tnitials: � Julie M.Kenes
Sellet Initials: �
Previous editions are obsolete Page 2 of 4 HUD-1
July 23,2013 3:18 PM
• � File Number:CEN154-670
Setflement Date:July 24,2013 Loan Number:4600045320 FA
Comparison of Good Faith Estimate(GFE)and HUD Charges
Charges That Cannot Increasa HUD Line No. Good Faith HUD
Estlmate
Our ori ination char e #801 850.00 850.00
Your credit or cha e oints for the s ecific interest rate chosen #802 0.00 0.00
Your ad'usted ori ination char es #803 850.00 850.00
Transfer taxes #1203 2,100.00 2100.00
Charges 7hat in Totai Cannot Increase More Than 10% HUD Line No. �ood Faith HUD
Estimate
- Government Recordin Char es #1201 295.00 146.00
A raisal Fee #804 450.00 475.00
Credit Re ort #805 35.00 35.00
Flood Certification #807 13.Q0 12.00
Mort a e insurance Premium FHA #902 3,546.38 3,236.50
Totai 4 339.38 3,904.50
Increase between GFE and HUD Char es -434.88 -10.02%
Charges That Can Change HUD Line No. Good Falth HUD
Esttmate
Initial de osit for our escrow account #1001 3,400.00 570.84
Dail interest char e from Jul 24,2013 to Au 1,2013 23.8446 /da for 8 da s #901 156.77 190.76
Homeowner's Insurance #903 600.00 593.00
Title services and lender's title insurance #1101 631.00 1,690.00
Owner's Title Insurance #1103 1,310.00 105.00
Loan Terms
Your initial loan amou�t is $188,179.00
Your loan term is 30 ears
Your initiai interest rate is 4.625%
Your initial monthly amount owed for principai,interest,and $1,166.42 includes
any mortgage insurance is (X J Principal
(X]Interest
X Mo�t a e Insurance
Can your interest rate rise? (X]No. [ )Yes,it can rise to a maximum of %.The first change will be on
and can change again every after .Every
change date,your interest rate can increase or decrease by %.Over the life of
the loan,your interest rate is guaranteed to never be LOWER than °h or
HIGHER than %.
Even if you make payments on time,can your loan balance [X�No. ( �Yes,it can rise to a maximum of�
rise?
Even ff you make payments on time,can your monthly [X]No. [ ]Yes,the first increase can be on and the monthly amount
amount owed for principal,interest,and mortgage owed can rise to� .
insurance riseT The maximum it can ever rise to is$
Does our loan have a re a ment enal ? X)No. J Yes, our maximum prepa ment enatt is$
Ooes your loan have a balloon payment? (X]No. [ ]Yes,you have a balloon payment of$ due in yea�s
on
Total monthly amount owed including escrow account [ j You do not have a monthly escrow payment for items,such as property taxes
payments and homeowner's insurance.You must pay these items directly yourself.
. (X�You have an additional monthly escrow payment of$285.42 that results in a
total initial monthly amount owed of$1,451.84.This includes principal,interest,any
mortgage insurance and any items checked below:
(X J Property taxes (X]School taxes
[ j Flood insurance [ )
X Homeowner's insurance
Note:If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender.
Previous editions are obsolete Page 3 of 4 HUD-1
July 23,2013 3:18 PM
' � File Number;CEN154-670
Settlement Date:July 24,2U13 Loan Number:4600045320 FA
Bu ers
Julie M.Kenes
3614 Golfview Drive
Mechanicsbur ,PA 17050
Sellers
Jonas A.Diffenbaugh,Administrator CTA of
Estate of Gilbert W.Probst,deceased
7 Longstreet Drive
Carlisle,PA 17013
Pro e Addresses
5 Chester Road
Enola,Penns Ivania 17025
I have carefully reviewed the HUD-1 Settlement Statement,and to the best of my knowledge and belief,it is a true and accurate statement of all
receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of HUD-1 Settlement
Statement. .
...{�� Jonas A.Diffenbaugh, d 'nistrator CTA of Estate of Gilbert W.
Borrower: �'�'"'`"'i� "-"� Seiler. pro , eceased
uiie�es � ,,, /�iw/� ��
Seiler.
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be
disbursed in accordance with this statemen� FA
� /�f� Date: July 24,2013
Settlement Agent: �G��---�-1��(t'J`��
Abby Wendel
WARNING: �t is a crime to knowingly make false statements to the United States on this or any other similar form.Penalties upon conviction can
include a fine and imprisonment. For details see Title 18 U.S.Code Section 1001 and Section 1010.
Previous editions are obsolete Page 4 of 4 HUD-1
• July 23,2013 3:18 PM
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