HomeMy WebLinkAbout08-27-13 � 1505610143
. . REV-1500 Ex`°,.,°, ''�'
OFFICIAL U9E ONLY
PA Depertment of Revenue pen�ylvanla coW,y coaa vaw Faa N�neer
. Bureau of Individual Taxes °'"1rtM°N1°'•`°'•
Po eox.zaoso� INHERRANCE TAX RETURN pi 12 0862
Harriaburg,PA 1712&0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
07 26 2012 07 15 1917
DecedenPs Last Name Suffix Decedent's First Name MI
VANCE HOMER R
(H Applicable)Enter Surviving Spouse's Information Below
Spouse's Lasl Name Suffix Spouse's First Nama MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Originel ReNm � 2. Supplemental Retum � 3. �r��r'3�;(tlaM of tlealh
� 4. limit¢d Estete � 4a.Future Intsrest Compraniw � 5. Fetlerel Estate Tez RBNm Requirld
. (tlate of Eeelh efler 1P-1YA2)
� g DeceMnt DieE 7estate � 7. OA�e�en��l��jr��a Livirq 7ruat B. Tof31 Number of SafE DlpOei�BOxBS
(At1ed�CWYMWiII) � �
� 9. Litlpatlon PrOCeeES Receive0 � 10.�n?9�'!��'���a��-�5��h � 71.Ek�ction lo faz under Sec.9113(A)
(Attech Sch.OJ
CORRESPONDENT•THIS SECTION MU3T BE COMPIETED.ALL CORRESPONDENCE AND CONFIDENTIMf�1�1i1FORMA'ROII S E DIRECTED TO:
Name ['�rtf�e Telept�e N�b6A
JAN M WILEY � c432<y966'b�
r r,. r� +�� •,..-.:r
t�EiI�R OF WILL`�.Rr„�US�ONLY
� c : � -�:� -��t
{
Firat Ilne of addresa ��-� �� � '�-
:aT r—. . .�7 .
3 N BAI+TIMORE ST ' � N � �'�
0 0, o
Second Ilne of address '`� "� ..
DATE FILEO ..... '
Cily or Post Offlce State ZIP Code
DILLSSURG PA 17019
Correspondsnt's e-mall addresa:
'��t 18� m�ne�%amntl mm'���l I h o������ren B'e�p�ara�a�ral re�pgsente i e is�bas�on aldl inb�on'o(�wh p�ier has any�noMe pe.��.
E OF PER ftE9Y0 E NG RETURN �ATE
Julie J. Geeae
E
�/ 2 ehed e/Lane Mechani u PA 17055
NRNRE OF REPARER OTHER THAN REPRESENTATNE DATE
� - L. • /„/� Jan M Wiley
ADDR S
3 altimore St. Dillsburg PA
Sfde 1
L 15U5610143 15�561D143 �
�
� 1505610243
.' REV-1500 EX
DecedenPS Sociel Security Number
��=Na�: Vance, Homer R.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 141, 000 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporetion,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages 8 Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank DeposRS&Miscellaneous Personal Property(Schedule E)............... 5. 32 � 881. 62
6. Jointly Owned Property(Schedule F) ❑ Sepa2te Billing Requested............ 6.
7. Inter-Vivos Trensfers&Miscellaneous ry�q-Probate Property
(Schedule G) U Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 7-7)..................................................................... 8. 173 , 881 . 62
9. Funerel Expenses&Administrative Costs(Schedule H)....................................... 9. 1 O, 942 .2 9
10. Debta of Decedant,Mortgage liabilities,8 Lians(Schedule I).............................. 10. 22 � 170 .26
17. Total.Deductiona(total Lines 9&10)................................................................... 11. 43 , 112 . 55
i2. NetvalueofEstate(LineaminusLine7t>.......................................................... tz. 130, 769. 07
13. Charitable and Govemmental BequestslSec 9173 Trusts for which
an elaction to tax has not been made(Schedule J)............................................... 73.
ta. Netva�uesuuJecttorax(Linetzm�nus�ineis)............................................... 1a. 130,769. 07
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
trensrere untler sec.s11s t5, 0 . 00
(a)(�.2)x.00
16. Amountof Line 14 taxable 130 � 769 . 07 �s. 5� 884 . 61
at lineal rate X .045
17. Amount of Line 14 taxable � . 00 17. 0 . 00
at sibling rete X.12
18. Amount of Line 14 taxable 0 . 00 18. 0 . 00
at collateral rate X.15
is. raxoue.................................................................................................................. is. 5,884 . 61
20. FILL IN THE OVAL IF YOU ARE RE�UESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
� 1505610243 1505610243 �
REV-1500 EX Page 3 File Number 21-12-0862
DecedenYa Complete Address:
DECEDENTSNAME
Vance, Homer R.
STREETADDRESS
100 Mt.Allen Drive
C�Ty STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tex Due(Page 2,Line 19) (1) 5,884.67
2. Credita/Payments
A. Prior Payments
8. Discount 0.00
Totai Credits(A +B) (2) 0.00
3. Interest (3�
q, If Line 2 ia greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to requeat a refund
g, If Line 1 +Lina 3 is greater than line 2,enter the difference. Thia is the TAX DUE. (5) rJ�$$4.6�
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
t. Did decedent make a transfer and: Yn ��NoII
a. retain tha use or income of the property transferred:............................................................................... � �
b. retein the right to designete who ahell use tha property transferred or its income:..................................
c. rotain a reveisionary intereat,or...............................................................................................................
d. recelve the Promise for Itte of ekher payments,banafils or care?............................................................
2. If death occurrod aftar December 12, 1982,did decedent transfer propaAy within one year of death withoul
receivingadeQuate consideretion4.................................................................................................................... ❑ �
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 Acwunt,annuity,or other non-probate property which ❑ �
contains a beneficiary designation7..................................................................................................................
IF THE ANSYVER TO ANY OF THE A80VE QUESTIONS IS YES,YOU MU3T COMPLETE SCMEDULE 6 AND FILE IT AS PART OF THE RETURN.
For dates of death on or aRer Juy 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
spouae is 3 percant(72 P.S.§9116(a)(1.1)(i)1.
For dates of death on or aRer January 1, 1995,the tex rate imposed on the net velue of transfers to or for the uae of tt�e surviving spouae ia 0 percent
[72 P.S.§9118(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse hom tax,and the statutory requirements for disclosuro of
essete and fiUnp a tax retum are still applicabla aven if the surviving spouse is lhe only beneficiary. .
For dates of death on or after July 1,2000: �
. The tex rate imposed on the nel vaWe of transfers hom a deceased child 21 years of age or younger at death to or for tha use of a naturel parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9118(a)(1.2)].
. The tax rate impoaed on the net value of transfers to or for the use of the decedenPS lineal barreficiaries is 4.5 percent,except as noted in
72 P.S.§9116 72)[72 P.S.§81 i6(a)(1)1.
. The tex rate Imposed on the net velue of translen to or for the use of the decedenPS siblings ia 12 percent[72 P.S.§9116(a)(1.3)1. A
siblinp is defined under Sedion 9102,as en individual who has at least one parent in common with the decedent,whether by bbad or edoption.
.
, _ _
Rw-0603 E%�(77-08�
' � SCHEDULE A
REAL ESTATE
� wuror�weun,orreraenv�n�n
IWIEFRANLETNIPETIIRN
XESIOlNTOE'4EDENT
ESTATE OF FILE NUMBER
Vance Homer R. 21-12-0862
All nal popMy own�tl wlNy or a�bnml In aommon mwl M nporleE at hir rtHrk�t vdus.Fair merkel velw is Cefinatl as Ifre pnce at wt�ich prope�ty wou10 ba
extlierpetl Eehvaen e willirq Wyer antl a willinp sellx,neilher Wirg cqnpelleA to buy w sell,bol�hevirq reeeoneble kroWedpe o(ttn roleveM flG�6
Raal pf(perty whk�b jolMlyowneA wllh Ag�t of turvlvonhlp mu,�W AhGwaA on xhatluls F.
qtlx��copy M Ma fadlsmsM�haat If tha proparty ha bean w10
I�wlutle a wpy M 1M tlaetl s�owinp tlscetlaM's inlere�t H ownatl as Nnmt In common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate Situate 214 Siddonsburg Road 741,000.00
TOTAL(Also enter on Une 1, RecapitulaHon) 141,000.00
(M more apece is needed,a0tlitbnal peges of the same aiu)
Copyright(c)2009 fortn software only The Ladcner Group,Inc. Form PA-1600 Schedula A(Rav. 11-OB)
Rw-1608 EXi(M88)
' � SCHEDULE E
CASH, BANK DEPOSITS, 8� MISC.
. PERSONAL PROPERTY
couMOnn�xin oF ver+nsnvnwn
IMIERITMICE TNI REIURN
RE&OFIIt OECEOEM
ESTATE OF FILE NUMBER
Vance Homer R. 21-12-0662
i�we m.a«e.a.m in�¢��o�,a�a ma ane ure w��a�re r��a ab..�a
NI property piM1Y�d M^�^�e�iplrt M�uMVOnhip must ba Gxl on ecMdWe F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cltlzena Bank Trust 22,899.22
2 ClHzens Bank Trust 8,925.40
3 Proceeda from Auctian 1,057.00
TOTAL(Also enter on Line 5.Recapitulatlon) 32,881.62
(If mo2 apace is needed,aC0ltlonal pagea of ihe same size)
CopyAght(c)2002 krm software only The Ladcner Group,Inc. Fomi PA•15�Schedule E(Rev.&96)
REV.7167 E%i�10.08) �
SCHEDULE H
• FUNERAL EXPENSES &
c� ��w ADMINISTRATIVE COSTS
ESTATEOF FILE NUMBER
Vance, Homer R. 21-12-0862
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 3,043.04
B. ADMINISTRATIVE COSTS:
1. Peroonal RepreseMative's Commisaions
Name of Personal Representative(s)
Julle J. Geesey
streetAddress 282 Stonehedge Lane
cny Mschanicsburg state PA z�o 17055
Year(s)Commission oaid 8,700.00
2. Attornev's Fees The Wiley Group, PC 8,700.00
3. Family Exemption: (If decedenPs address is not the same as claimanPs,attach e�rylanation)
Claimant
Straet Address
Ciry State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 318.50
5. AccountanPa Fees
6. Tax Return Preparers Fees
7. Other Administrative Costs 179.75
See continuatlon schedule(s)attached
TOTAL(Also enter on line 9, Recapitulatlon) 20,942.29
CopyAgM(c)2009 fortn software ony The Laekner Group,Inc. Fortn PA-1600 Seheduk H(Rev. 10-06)
' SCHEDULE M
' � FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
. continued
ESTATE OF FILE NUMBER
Vance, Homer R. 21-12-0862
ITEM
NUMBER DESCRIPTION AMOUN7
Funeral E:oenses
1 Cocklin Funerel Home 443•U4
2 Ginrich Memorials 2,500.00
3 Paator Sam Cunningham 100.00
H-A 3,043.04
Othar Administrative Costs
4 CumberlandLawJoumal 75.00
5 NewsChronicle ��•�5
H-B7 179.7s
Copyright(c)2W2 fortn software ony The Lackner Group,Inc. Fortn PA-7600 Schedule H(Rev.E98)
aw.�au ex.��zae�
' � SCHEDULE 1
DEBTS OF DECEDENT,
. MORTGAGE LIABILITIES, & LIENS
couMONnEUn�oc rerr+er�vnrnn
INffPoTM�CETN(RETMN .
RE&OEM OECEGEM
ESTATE OF FILE NUMBER
Vance, Homer R. 21-12-0882
Rsporl tlaEb bwurtstl by Ms Ex�Nnl pAor lo tlaeth Mel nm�lmtl u�eltl rt Me Ce1e of dwM,InelWl�q unrNmOwfstl m�tl1eM�xpwns�.
ITEM VALUE AT DATE
NUMBER DESCRIPTION , OF DEATH
7 AIeR Pharmacy 443.07
2 Bank Service Charges 60.77
3 Blivard's Plumbing 259.20
4 Buchanan&Erb(oil) 767.00
5 CD Hoffman-Penonal Tax prep 1,575.87
6 Depardnent of Veterans 7,703.00
7 Jeff Banzoff-Labor and Materials 3,585.07
8 Julfe Geeaey(cleaning) 200.00
9 Li/eways-Messiah 7,583.41
10 Met-Ed 145.03
77 Nate Geesey(Labor) 400.00
12 Nationwide Insurance 274.50
13 Paul Vance-Battery for Mower 41.29
14 Penn Waste 115.80
15 Social3ecurity 7,485.00
16 Westbrook Well Drilling 3,541.25
TOTAL(Also enter on Line 10,RecapitulaUon) 22,170.28
(II more speca is needed,aOtliUOnal pegas of Me same size)
Copyright(c)2009 form softwere only The Lackner Group,Ine. Fortn PA-7600 Schedule I(Rev. 12-08)
REV.161J E%t(77-08)
, , SCHEDULE J
00A"����4Y""'" BENEFICIARIES
�
ESTATE OP FILE NUMBER
Vance, Homer R. 21-12-0862
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPER7Y DECEDENT (WOMs) ($$S)
I TAXABI.E DISTRIBUTIONS [inGude outright apousal
distnbuhona,and trensfere
under Sec.9118 e 12
Julie J.Geeaey Daughter 32,692.27
292 Stonehedge Lane
Mechanicaburg, PA 17055
Catherine V.Renauld Daughter 32,892.27
One West Penn St.
Apt 174
Carlisle, PA 17013
Paul C.Vance Son 32,692.27
214 W.Siddonaburg Rd.
Dillsburg, PA 17019
AMene Wueschinski Daughter 32,692.27
5445 Bull Rd
Dover, PA 17315
Total 130,788.08
Enter dallar amounts for distributiona sAown above on Iines 15 throu h 18 on Rev 1500 cover aheet as a ' te.
NON-TAXABLE DISTRIBUTIONS�
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9t 13 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
8.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OP PART II-ENTER TOTAL NON-TN(ABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2009 fo�m soRware only The Lackner Group,Inc. Fortn PA-7500 Schedub J(Rev. 11-08)
"� OMB Approval No. 2502-0265
������ ' A. Settlement Statement HUD-1
.,i!i�d� ( )
i
1: XQ FHA 2.Q RHS 3.� Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
13215 1540089256 446-1785200-703
4.Q VA 5.Q Conv. Ins.
C. Note:This form is Nmished to give you a statement of actuai settlement costs.Amounts paid to and by the settlement agents are shown Items marked
"(p.o.c)"were paid outside the Gosing;they are shown here for informational purposes and are not included in the totals.
D. Name&Address of Borrower: E. Name&Address of Seller: F. Name&Address of Lender:
Robert Gottshall Jc The Estate o(Vance R.Homer Everbank
1550 Williams Grovew Road,Lot 73,Mechanicsburg, 214 West Siddonsburg Roatl, Dillsburg,PA 17019 301 W,Bay SUeet,Jacksonville,FL 32202
PA 17055
G. Property Location: H. Settlement Agent: I. Settlement Date:O6/17/2013
214 West Siddonsburg Road 1st Advantage Settlement Services Inc. Disbursement Date: O6/17/2013
Dillsburg, PA 17019 6375 Mercury Dnve,Suite 102,Mechanicsburg,PA 17050
Monaghan Township
Telephone:717-591-7755 Fax 717-591-7756
Place of Settlement: TitleExpress
6375 Mercury Drive,Suite 102,Mechanicsburg,PA 17050 Printed 06l17/2013 at 4:31 pm
by TF
• . .
100. Grose Amount Due from Bonower 400. Gross AmouM Due W Seller
101. Contract sales price 141,000.00 401. Contract sales price 141,000.00
102. Personal ro ert 402. Personal ro rt
103. Settlement charges ro borrower(line 1400) 12,248.76 403.
104. 404.
�45 405.
Ad uatments for items aid b seller in advance Ad uatments for items ald b seller in advance
106. Ciry/town taxes to 406. Cityltown taxes ro
107. County taxes 06/17/2013 to 12/31/2013 331.73 407. County taxes O6/17/2013 to 12131I2013 331.73
'08. School Taxes 06/1712013 ro O6I30/2013 60 07 408. School Taxes 06/17/2013 to 06130/2013 60.07
109. 409,
110. 410.
111. 411.
112. 412.
���• Grosa Amount Due hom Bonower 153,840.56 420, Grose Amount Due to Seller 141,391.80
200. Amounts PaM b or in 8ehalf of Borrower 500. Reductlona In Amount Due to Seller
201, Deposit or earnest money 1,000.00 501. Excess deposit(see instructions)
202. Principal amount of new loan(s) 138,446.00 502. Settlement charges to seller(line 1400) 15,831.62
203. Existin loan s taken sub'ect to 503. Existin loa s laken sub'ect to
2�4. 504. Pa oft of first mort a e loan
205, 505. PayoH of second mortgage loan
206, 506.
207, 507.
208. 508.
209. 509.
Ad ustments for itema un aid b seller Ad ustmenta for itemn un aid b seller
210. Cityltown taees to 510. Cily/town taxes to
211. County taues to 511. County tanes to
212. School Taxes to 512. School Taxes to
2?3. 513.
214. 514.
215. Seller Assist 8,460.00 515. Seller Assis! 8,460.00
216. 516.
217. 517.
218, 518.
. ,�
700. Totai Real Eatate Broker Fees $7,952.40 Paid From Paid From
Division of commission Iine 700 as touows: Borrower's S2112r'S
���� $3,976.20 to Re/MaclstAdvantage Funds at Funds at
�� $3.97620 to RelMacalHershey Settlement Settlement
703, Commission paid at settlement 7,952.40
704. Commission �o RelMau1slAdvantage 695.00
800. kems Pa able in Connection witli Loan
801, Our origination charge (Include�Ongination Point 0.000%or$0.00) $3,563.92 (from GFE#t)
802. Your credit or charge(points)for the speciAc interest rate chosen $-649.31 (from GFE#2)
803. Your adjusted originalion charges (from GFE A) 2,914.61
804. Appraisal fee to ULS A ralsal $425.00 P.O.C. K' (from GFE#3)
805. Credit report ro CoreLo ic Credco $19.35 P.O.C. K" (from G E#3)
806. Tax service to Lereta $74.00 P,O.C.L' (from GFE#3)
807. Flood certification to from GFE#3
808. to
900. Items R uired b Lender to be Paid In Advance
901. Daily interest charges from from 06/17/201310 07/0112013 @$11.37911day (from GFE#10) 159.31
902. Mortgage Ins.Premium for 12 months to Everbank (from GfE#3) 2,381.14
903. Homeowner's insurance for 1 ears to Erie Insurance Exchan e $443.00 P.O.C. B'(from GFE#11)
904, months lo from GFE#t t
1000. Reaerves De osited with Lender
1001. Initial deposit for your escrow account (from�FE#9) 370.02
1002. Homeowner's insurance 3 months $ 36.92/month $110.76 to Everbank
1003. Mortgage Insurance � months $ 151.62/monN $151.62 to Everbank
1004. City Property Tax months $ 0.00/month $ ro
1005, Counry Property Tax 5 months $ 50.97/month $254.85 to Everbank
1006. School Taees 2 months $ 130.51/month $261.02 to Everbank
1007. Aggregate Adjustment $-408.23 ro Everbank
1100. Title Char es
1101. Title services and lender's title insurance from GFE#4 1,547.00
1102. Setllement or dasing fee to $
1103. Owner's title insurance from GFE#5 10.00
1104. Lender's title insurance $1,420.00
1105. Lender's title policy limit$138,446.00 Lender's Policy
1106. Owner's title policy limit$141,000.00 Owner's Policy
1107, AgenPs portion of the total title insurance premium $1,15t.75
1108. Undenvriter's portion of the total title insurance premium $27825
1109,
1110. Notary to Tina Pullerton 10.00
1111. Tax Certification Fee to 1 st Advanta e Settlement S 15.00
1200. �overnment Recordin and Transfer Cha es
1201. Government recording charges $ (from GFE#7) 139.00
1202. Deed$63.50 Mort a e$75.50 Release$ lo York Count Recorder of Deed
1203. Transfer taxes $ (from GFE#B) 1,410.00
1204. City/Counry ta�stamps Deed$1 410.00 Mort a e$ to York Count Recorder of Deed
1205, State Taxlstamps Deed$1,410.00 Mort a e$ to York Count Recorder of Deed 1,410.00
1206, Deed$ Morl a e$ to
1207. $ to
1300. Addltional Settlement Char es
1301. Required services that you can shop for (from GFE#6) 764.85
1302. Flood Cert Fee fo Elite Lender Services $15.50
1303. Inspection Fee(Before Closing) to ULS A raisal $ $125.00 P.O.C. K'
1304, Inspection Fee(Before Closing) to Inte rit Bank $125.00
1305. ro
1306, Septic Pumping to Nelson L 2ie ler,Ina $180.00 240.00
1307 2013/14 School taxes EST to C.D. Hoffman 1,857.83
1308. 2013 Co/Twp Taxes to C.0.Hoffman 686.41
. . . _.. .. ._. _ ....... ..._. _. .
Com adeon of�ood Faith EnUmate GF and HUD•1 Cha es Good faifh Estlmate HU0.1
Char ee TNat Cannot Increase HUD�1 Llne Number
Ouroriginationcharge # 801 3,563.92 3,563.92
Your credi or charge(points)for the specific interest rate chosen q 802 -649.31 -649.31
Ycwr adjusled origination charges # 803 2,914.61 2,914.61
Transfer taxes 1203 1,410.00 1,410.00
Char ea That In Total Cannot Increaee More Than 10% Good Falth Eadmafe HUD�1
Govemment recording charges q 1201 165.00 139.00
Appraisal fee p 804 430.00 425.00
Credit report g 805 30.00 19.35
Tax service # 806 74.00 74.00
Mortgage Ins.Premium p 902 2,381.14 2,381.14
Flood Cert Fee g 1302 15.50 15.50
Inspection Fee(Befare Closing) g 1303 0.00 125.00
p
3,095.64 3,178.99
� � . � $ 83.35 2.6925%
Char ea That Can Chan e Good Fakh EaNmate HUD-1
Initial deposit for your escrow account g 1001 2,570.82 370.02
Daily interest charges from g 901 $N.3791Poa 341.40 159.31
Homeowner's insurance p 903 600.00 443.00
Title services and lender's title Insurance g 1101 1,460.00 1,547.00
Owne�s tltle insurance p t103 50.00 10.00
Inspection Fee(Before Closing) p 1304 0.00 125.00
Septic Pumping p 1306 180.00 180.00
Appraisal Fee Reimbursement � 1310 0.00 425.00
Credit Re ort Fee Reimbursement p 1311 0.00 19.35
Loan Terms
Your initial loan amounl Is $138,446.00
Your loan term is 30.years
Your initial interest rate is 3.0000%
Your initial monthly amount owed for principai,interest,and any mortgage $735.31 includes
insurance is ❑X Principal
❑X Interest
❑X Mortgage Insurance
Can your interest rate rise7 QX No. ❑Yes,it can rise to a maximum of °/,. The first change
will be on / / and can change again every years after I I Every
change date,your interest rate can increase or decrease by %. Over the Ilfe of
the loan,your interest rate is guaranteed to never be lower than %or higher
than °/,.
Even if you make paymenls on time,can your loan balance rise9 QX No. ❑Yes,it can rise to a maximum of$
Even if you make payments on time,can your monthly amount owed for ❑X No. ❑Yes,the first increase can be on / / and the monthly
principai,inlerest,and mortgage insurance risel amount owed can rise ro$
The maximum it can ever rise to is$
Does your loan have a prepayment penalry? ❑X No. ❑Yes,your macimum prepayment penalty is$
Does your loan have a balloon payment7 ❑X No. ❑Yes,you have a balloon payment of$ due in
years on I I
Tofal monthly amount owed incwding escrow account payments ❑ You do not have a monthly escrow payment for items,such as pmperty taxes
and homeowners insurance. You must pay these items direclly yourself.
❑X You have an additional monthly escrow payment of$218.40
that results in a total initial monthly amount owed of$953.71. This includes principal,interest,any
modgage insurance and any items checked below:
❑X Property taxes ❑X Homeowners insurance
� Flood insurance QX School Ta�ces
._._. .. .__ . — _—__ . ..__.. � ,-. .�.:... ,-.-Y,a .F.. „... . . . .. .. . . . .
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewetl the HUC-1 Settlement Statement and to the best of my knowleAge and belief, it is a true and accurete statement of all recaipts and
distiursements made on my aceount or by me in this transaction. I further certify that I have received a copy of the HU0.1 Settlement Stetemant.
T� —
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Robert Gottshall Jc
.,
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, _ �
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THE ESTAL Or VANCE R, HOMER
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The HUD-1 Settlement Statement which I have prepared is a true and accurate eccount of this transaction. I have caused or will cause the funds to be
disbursed in aecordance with this statement.
* oS /�i �l3
SETTLEMENTAGENT , DAT�
'�=4 =r�� 1 1 . • 1 �
(Name o:Bcrrower Name of Sellec Pile Number
Robert Gottshail Jr Vance R. Homer Trust 13215
I'
TitleExpress
_ _ Prepared O6/17/2013 at 1:38 pm
INote This page is furnished to give you an itemization of the amounts shown on Paid From Paid FFOm
I Lines 1101, 1103 and 1104 of the Settlement Statement (HUO-1). This page BorrOwel's Seller'S
accompanies but is not a part of the settlement statement. if a discrepancy FundSat Funds at
I exists, the information shown on the Settlement Statement(HUD-1) apptles. Settlerrl2nt S2ttlement
`---------- _ —
r— Amounta Included
�1100 Title Char�es In Line 1101
1101 L11e ser�ices ana lender's title Inaurance 1,547.00
a Nu 'nie� $ 12.00
— b Em �'16o Co�,� �;e 50.00
� c Ovemigh�Cehvcry Fee-Package 25.00
� d. Notary Fee _ 40.00
� --- _____ _---- 127.00
1102. Set�lemcnt cr closing fee
?103 Own� s,itic i�s� ce _ (policy) $ 10.00 10.00
1' 104_Lender s li�ia ms,ranae policy) 1,095.00 $ 1,420.00
a Endorsemenl 900 EPI.-Residential 50.00
_ _b. Endor,eineni 100(No Violation) 50.00
a Entlorse�nent1100WaiveArbitration 100.00
d, Endorseinen�300Survey 50.00
e Closing Servlce Letler 75.00
---- _ __— . __---
(Tota1 1103+1104) g_
1105� Lender's title pol�cy ilmit$138,446.00 5012742�42614
1106, Owner's tille pollc�limit $141,000.00 5011442•48628
1107, Agenfs portlon of�he total tiqe insurence premium $ 1,151.75
1108, Underwriiefs portion of ihe fotal title insurance prem. 276.25
(Total 1107+1108)
_..__ -
1109
,—_..._ _ __ —
'� _ -- —
1111 _
1112
' �, �(� _ �'s a . 1
Total Borrower Borrower Seller
1100. Title Cliarges with Ga� Cha e POC or Credk` Line 1101 Paid
1101, Tltle servlces aud londer's Iitle insurance $
--_._. __—_. . ___----
a, Wire in Fee te�se Advanfage Settlement Services Inc. 12.00 12.00
b, Ema1;lDoc Copy Fee ro 1 st Advantage Settlement Services Ina 50.00 50.00
c. Overnighi Delivaary Fee-Package to ist Advantage Settlement Services Ine. 25.00 25.00
d. Nctary ree(o?ina Fulledon 40.00 40.00
1104 Lendefs tilie ins.: ance to 1st Advantage Settlement Services Inc. 1,420.00 1,420,00
_ __ $ 1,547.00 1,547:00
. .� 3 `�s = ZC�`�' �
- O c�vl-�...�,rZ.
� �; �� ��� r� �, � � � _ �--- _ _
-�___
---_ - -- --�
--
A�count Number 6]00747387
� -- _ _ - { - --- -- - - -
Account Titic I Homer R Vance
- - --- -- � . .
- - -- ___--
� Date Opened_ 6,'6/1966 �
_ __ _ --
. _- - -
Ac cnunt T� I'rust �
_ __ ----- _- -
� Prmcipal Balancc as of DOD 522893.92
— — -- _ - --- - --
lnterest from Last Posting to DOD � .30
- - — - .__-
� Au.ount Balance as oT DOD $22899.22
F ----- --- ------ ___-- -- -
I l TD ]nterest to DOD $5.46
� �`� Q 0 0 • � V
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___ -_ . __ .. _.. _ ._ _.. _. .._ . .�-. . ._ . _ .__. __... _... .__ _ . _.. .
�� �1�1Z�CtS ����
Account Number 6140789451
Account Title Homer R Vance
Date O ened 3/I/2001
Account T e Trust
Princi al Balance as of DOD $8921.17
Interest from Last Posting to DOD $4.23
Account Balance as of DOD $8925.40
YTD Interest to DOD $64.13
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CUMBERLANDLAWJOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
September 21, 2012
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the o�cial legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Jan M. Wiley, Esquire
RE: Homer R. Vance Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
------------------------------------------------------------------
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Advertisement inserted on following dates:
September 7, September 14 and September 21, 2012
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
iaz
� �4d ve rt i s i n g The News-Chronicle Co.
22 East King Street
Statement P.O. Box 100
Shippensburg, PA 17257
�. Phone: (717) 532-4101
THE WILEY GROUP Customer : 01108826-000
ATTN: DAVID J. LENOX
3 NORTH BALTIMORE STREET Phone : (717)432-9666
DILLSBURG, PA 17019 Date : 09/30/12
Page : 1
Date Reference# Type Description Huns Lines Inches Total
09/18/12 01609973-001 i 2x3 executrix notice Estate o 3 23 6.00 104.75
THE WILEY GROUPlGENERAL ACCOUNT 11818
The News-Chronicie Co. 10I10/2012
The News-Chronicle Co_ (advertise Homer R. Vance 104.75
��
�
M&T -The Wiley Grou 01108826-000 104.75
PROWCiOLi1a3 USEWIT191663ENVElOPE
�
Remarks Sub Total: 104.75
PLEASE RETURN A COPY WITH PAYMENT Discounts: 0.00
Total Due: 104.7
Current 104.75 1-30 0.00 31-60 0.00 6'I-90 0.00 91+ 0.00