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HomeMy WebLinkAbout09-09-13 (2) INVENTORY REGISTER OF WILLS OF CUM •v J� �ANtl �,��CG►UNTY, PENNSYLVANIA c: q '�T � ��t COMMONWEALTMOFPENNSYLVANIA ` `'� ����'' J � �'��� v couNrvoF Cumberland } ss Fi�e�um�er 21-12-0725 _ __ ____ _ G._:.,,;� ,. , Jacqueline L. Brink and James L. Huntz ,. . ,- ' � Personal Representative(s)of the Estate of Bernette Lynn Hu�� �� � ••+ ���.._,�._,..... .. . , d'ri deceased,depose(s)and say(s)that the Rems appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the veluation pleced opposite each item of said inventory represents its fair value as of the date of the decedenYs death,and thet Decedent owned no real estete outside of the Commonwealth of Pennsylvania except that w ' ppears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- � � D � tory are true and correct. I understand that false state- �`�-- J 11 . ry ments herein are made subject to the penalties of �4 _ _ _______ 18 Pa.C.S.§4904 relating to unsworn falsification to �a L. Huntz authorities. Attorney- �Name) Jeffrey R. Boswell,Esquire�.`�.,,��. �3�/2013 (Supreme CouKI.D.No.) y$qq4 �F�""� Boswell,Tintner&Piccol �A���1 315 N.Front Street,Harrisburg, PA 17101 (Te�epnone) 717-236-8377 DATE OF UEATH LAST RESIDENCE 706 Linwood Street �ECEDENTS SOC.SEC.N0. 01/72/2012 New Cumberland, PA 17070 20636-8833 FIGURES MUST BE TOTALED Personal Propertv Cash............................................................................................... 606.104.82 Personal Properly........................................................................ 76�298.00 Stocka/Listed................................................................................ Stocks/Closely Held..................................................................... Bonds............................................................................................ 939.97 Partnershfps and Sole Proprietorships ..................................... Mortgages and Notes Recelvable............................................... . • All Other Property........................................................................ Total Personal Property........................................ 823,342.79 Total Real Property................................................ 326,27a.87 Total Personal and Real Property........................ µi4 {a���''•�" � � NOTE: The Memorandum of rW atate oulalde the Commonxreelth of Pennaylvanie mey et the elecCOn of tha personal represeMative inGutle the value of eaoh � item,but such figures should not be eMentletl into the rotal of Na Imentary.(See�0 Pe.C.S.§3301(bp � Form ftW-08 Rev.f413-100E � �� �i INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA � COMMONWEALTHOFPENNSYLVANIA couNTV oF Cumberland } ss File Number 21-12-0725 DATE OF DEATH I.AST RESIDENCE 706 Llnwood Street DECEDENT'S SOC.SEC.N0. 01H2/2012 New Cumberland PA 17070 206-36-8833 SeSh Allianz-annuity 3,579.65 Erie Insurance -premium refund 269.00 . Erie Insurance-refund 1,097.00 GMAC-opt product premium refund 39.80 GMAC-tax escrow refund 7,697.94 . GMAC-mortAage refund 1,174.15 Highmark-medical expense refund �,ggg,43 Highmark 401(k) -Account#04752 7683199 001 092038 651742 343,417.67 Highmark Retirement Plan -Legacy Benefit -Reference#1-1253467185 206,678.56 Highmark Retirement Plan•RetirementAccumulatlon Account If1-1253467185 6,421.11 Members 1st Fedenl Credit Union-IRA savings account no.47521•10 10,108.13 . Members 1st Federal Credit Union-checking account no.47521•12 16,747.48 . Membero 1st Federel Credit UNon-savings account no. 705523•00 5.00 Members 1at Federel Credit Union•checking account no. 105523-11 3,207.81 � Members 1at Federal Credit Union-investment savings account no. 105523-05 8,238.05 PA American Water•refund 90.27 . Penn State Hershey-refund 30.00 (Attach addkional sheots'rfnecessary) Total Personal Properly and Real Estate 949,621.66 I i INVENTORY REGISTER QF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OFPENNSYLVANkR COUNTY oP Cum�dattd } S5 Pile Num6er 21-12d1125 _�__ OATE OF DEATH LABT RESIDENGE 706 Linwood Street �ECE�ENTS 30Q SEC.N0. p1t12t2412 New Cumtrerfand.PA 97470 2Q6-36-8833 Service Oii Company-rafund 604.47 ' Verizan W€refess-refund 43.18 Total Ca3h 606,104.82 Persanal Propg►trr John and Sherry Dye•loan repaymenffi•03/07/3012 to 04/19/2013 2,500.00 Personal Property-per atfached Summary Appraisa!Report prvspared by Ibis Appraisai 13.788.00 Servfces,d8ted April 4,2012 ToYa)Persona!Properfy 16,298.00 �SllldB U.9.Savings Bonds 935.97 TQlBE BOt1ds 939.87 Reat Ee a � Real Estate•706 Lfnwood Street,New Cumberland,CumbeHand County,PA 17470 195,$15.44 • {5194.D00 pius adjuaVnenfa of§1,815.A4}•see Se#lemen#SfaterneM{HUD-i}attached- Sekdement date:August 24,2072 Real Estate-408112 4th Street,New Cumberiend,Cumberland CcuMy, FA 7476 '!30,4fi3.d3 {;129,940.88 pIw adjuatmsnts of;583.43}-sae Setfiemeret Statement{iiUD-1}attxched •Settlement date: June 24,2013 Tatal Real Es#ate 328,278.87 i 1 i s � . _2_ , . _ __ ___ 9���„` OMB Approval No.2502-U35 ° a s � � A. Settleme�t Statement (HUD-1) CO�y�&���z_ e�.o..E� 8. Typeo(LOan 1.❑FHA 2.�RHS 3.�%Con¢Unns. 8. Fik Numbar: 7. Lwn Number: 8. Martgege Inwrance Case Namber. 4.QUA S.QConvins. 201207644.PFD %%%X%%IfiBB C. Note: This krm B/urnisheC b giro pu a stetemont o/ecfual saffbment msfs AmouMS pail b end by fhe aoNbmant egent are shown. ttems markad'(p.o c)'were peiE oufvde tM dosiq;Ifrey ere shown here/ur in(ormeDanalW�Pa�s arM ere irot'mdutlatl in fha totals. D. NameandAdCressofBOrrowec E. NemeandAddreasofSeYec F. NameandPdAressotLender: bshua L.Rne�arl Fstale ol Bemette Lynn Huniz WeILS Fergo Bank,N A. � KelyA.Bowen-Rinehart 706 Limvood Slreet 800 WahN SUceI 318ftasemonlA�enue NewCUmberknE,PA1]O]0 DesMOinas,lA50309 New CumberlanE,PA 77070 G PropartyLo�ation: H. SeltlementPgenC I. Se@kmentDale�. 706 LinwoaG Slreet CeMnl Penn LenA Trans(eq LLC New Cumberland,PA 170�0 2793 Otl Past RoaQ$ute 201 Augus(24,2012 CumberlaM County,Pennsylvania Hartisburp,PA 77170 PR Q1I)695-3166 Plaa of senbmem: � 2793 Oltl Pori Raatl,Suie 201 HarcLSbu ,PA 17710 J. Summary of eomowa's tnnsactlon K. Summ�ry of Ssibls tonsactbn 100. GrossAmowrt Due(ram Borrower 400. GrwsAmounl Due ta Sebr 101. ContreA sales rice 19d 000.00 401. CoMred saW rice 194,0001 102. Peraonal r �02. Persanal 103. Setllemenl Cha ea to Barrower Lire 1400 6,609.71 403. 104. 904. 105. 405. Pd'ustmenb tor Rems al0 b sene.m aa�ence AO urimanb for ttama altl b Sallar In aCVance 106. MUNICIPPL OB2W72 l0 01N7/13 250.98 <p5, MUNICIPAL 0&25/12 to 01Po1/13 250f 107. Coun Tarxs OB125/12 to 01N1/13 722.39 IW.Cou Taees 08/2W12 to 01/01/13 122.: 108. School OBRS/12 la WrD1/13 1,042.09 108. Sdiool OB/2W12 to W/01/13 7.4021 109. 409. na. s�o. 111. 411. 112. 112. t20. Groan Amount Due irom Bovower 202,425.15 {20.Cxoas AmouM Dua to SdNr 195,815. 300. Amounb PaW b or In BshaN of Bortower 500. ReAUCNana in Nnouat Dw Sell�r: 207. D or eameel � 2 750.00 W 7. E[mE ' aee lnstruClioM 202. Prin' I emouM W rew Wn s 174 600.00 502. SatlkmeM dwr a lo SeAer L'ne 7100 15,263.� 203. Fxsl" loan 5 Uken w [0 503..Eril s klmn ' d�o 204. U.er 7olerence 14.45 501. Pa FHrt Mat to 67.1AC MoMgaga 32,3'IB.i 205. W5. Pe S80011OM e 206. 508. 207. 507. d'eb.as roaeetle 208. 508. 209. SelerVie 5000.00 509. SalerHe 5�000.1 AE usfmanb for kema un alA b Sollar AL usdnMb for Reme un aid b Sallx 270. MUNICIPAL b 510. MUNICIPPL to 271. CW Tawes t0 511. Co Tmma 10 212. SUiod� to 512.StlwW lo 213. Trash 8 Sewer 3N artar 07/07/12 W OB/25/12 68.89 513.Tresh 6 Sewer 3rtl uarler 07N1/1210 0825/12 68.1 214. 574. 215. 575. Y16. 578. 217. 517. 21fl 518. 279. 519. 7RO. 7otalPaM norBOrtowx 182,433.34 S20. TObIRMUCWnMnountOwBellsr 52,650.: 70U. Gsh at Seltlemmt Immho Bolrower BW. Catll rt tettlrllaM b/Fnm Selbr 3U1. Groaeartw�MAUehanBonwror Ine720 202425.15 801. GrosamwntduaWSeNer ine420 195,815: 302 Len amounl� w 8ortaver Wre Y20 ( 182�433.3d BU2. Les roEUdbns Cue Sebr ine 520 ( 52.650: 707. Cah �% frqn � Ta Bortower 19,991.81 BOJ. Cash X❑To � From Ssibr 743,18/.1 •wdme�aduLaN��a.(�I.wMSI.�14.a+Van.�r(r . TF1e unde7signeO hreby aclmowbdge reoeipt of a IeteE mpy o/thb statement 8 any eHatlimeMS raferretl 10 hereln .. . Bortawer - . �� � � e L iq i 1 �ate o19em Lynn Hunfz � � � �N�. � an-Rf:.. art Ttk +�'�� �� � , ___ __ __ `� .'Settlement Cha a ' � PeE�Fmm Paid Fmm �Oi�isian o/mmmiuion(Nrre 700)as/albwz .Barw:eti. Sdiafs 701.$ 5,670.00 �o Inpte Rea Finds a1 Furb et ]02.8 5,6'l0.00 to JoyDanie6fteelEStateGoup Sememal SeltlemeA ]03.Commissbn aitl a�senlement 77 340.( 704. t t.. � . ,,,:�: � r _.. �. '_ . . F� . � , OOt.OUror' matbnchar e $ � 665.00 homGFER1 802.Vour aetlA or char e oinls (ar the s tifK interest ra�e c�oun hom GFE 7F2 603.Your atl'us�etl or ina�ion rhar es from GFE 7tA 665.00 804.A ra¢alfee to RELSValuatbn hwnCaFEp3 295.00 BOS.CretlAReotl toRELSCreCA fwmGFEM3 44.00 806.Tax servke m hom GFE p3 BOZ Fbotl reriRralian �o Imm GFE N3 BOe. frwn GFE p3 809. hom GFE M3 e W. hom GFE p3 811. ((rom GFE M3) K il� f -' � - �' f� i�ri'S .,�°. 901.Dai intereslMaresfram OB2MR to 03/01fl2 8 E77.340000/C tromGFE%10 13872 902.Motlgage insuranre premum for monlhs lo (han GFE%3) 903.HOmeowner'sinsuran�/or 1.OyEarslo Er'elnsuren� ((romGFEM11) 709.00 90d. (from C+FE k11) 905. (fromGFEp11) . :S �' 1001.Intlial Geposil(or your escrow aocouM (from C,FE#9) 8fi6.49 1002.Haneowne�'s insurance 3.000 months � $ 59 OB per maNh $ 1�].26 1003.Motl e insurance mantM b r maMh E 1009.Pr tazes 5 617.96 SUaol montha S r moMh Counl Taxes 7.000 rtronlhs S 28.94 r moMh MUNICIPAL 7.000 mon�hs � E 59.34 par monlh 1005. 1006. School 3.000 monihs � E 141.W per moMh § 124.50 1001. monlha � E per month $ iooe. g 7009.4ggre9atePdj4stme�rt S -35321 fl01. Tik sarviwa and kiWer's�ilb insurance ((mm(�E7F4) � 1,579.50 20.( 1702. Setlkment or tlosin fee S 7103. Prrer's Idle insuranm lo FistAmerican Tqk�nwrance Campany (from GFE%5) 95.00 1104. LerMer's Idle insurance lo FMriPmerican TNk Inwranca Canpany 5 1,425.00 1705. Lerber'stitbpoliqknA $ 174,fiW.00 11 W. O.vrrer's tille poliq limd $ 199.000.00 1W7. Pgent§potlbn of the total�Mk Inaunr�rn premum lo Central Penn LaM Transfer,�LC Y 1,292.00 1108. lJMerxr'ter'spotlbnottheloteltileinwrenoepremum. Io.F'vatPmerlrenTNbinwrenaeCanpany § 228.00 1709. DacumenlAepFee lo JeflreyBOSwell $ �EED 150.( 1110. j t111. j 1112. j 1113. j 1201.Go�ermrenl rewtdin dia s lo Cumbarland Cou Recuder W Deads Gam GFE#7 158.00��� 1202.OeeC 5 62.00 Mar� $ 95.00 Releaus E qher $ 1203.Trensfer taaes lo CumberltM Counry RemrAer o/Deeds (ham GFE 7f8) 1,940.00 1204.C oun tav/atam Deed S 1 940.00 MM 1 940.( 1205.Slale Wtls� s Deed E 1,940.00 MM 5 7206. 120]. 1307.Requied sxvioea Ihel�ou nn ahop kr (from GFE A'6) � 779.00 . 1302. HomaNJood InspaCbn to ImpeCbn Cenkr S P.O.C.3320.00(Br 1303. 207720735MOOITeas to RobinGaepaelti S - 7,W].f 1304. Refuse 3rd �uaner � to New CumberlaM Boro�qh g �g',E 1305. Sawef CueApN�-June to New ClttnberleM Borough E 7fi:E 1306 TazServbeFee� � ta Wflls:FargoReat,.E{yloTaz. E 100.00 13W. FtioACeifAYeot.4V3n * ., ta , k�.F .F �:..'. ' ,:. 5. �19.00 .. . •�, "i°p •waaeC,.aemcYl^^rt��l.w"r"l'a1�.ertU L;a�.n(r�,�.: .' � , ��� . . 4�sio+�o.wavnt! wes��ativrb�seawiW�r.yqar�miiq+siwiaevaa�aw�wr Fompatlson o/Good Paith Estima[e(GFE)anA H1J04 Charges � Good Paith Estimate HUD-� Charges That Caanot Increase HU0.1 Llne Number ' �Our orginal'qn diarqe tl 801 665.00 885.00 Youradjustedorgina�bntliarges M B03 �� 665.00 665.W Trensler lazes M7203 1,940.00 1,960.00 Charges Thal In Total Cannot Increase More[han 70% ���. Good Paith Estimate HUD4 Go�emmerit remrEing tl�arges k7201 i80A0 158.00 Appraisaifee :Y 804 380.00 295.00 Creddrepotl # BOS � 23.32 ClAC Tax Service Fee k73W ' 100.00 100.IX Fload Ce�Lde o(LOan p73W � 19.00 19.0[ I Toql ]@.32 616.0C � I Inaease belween GFE and H110.1 Gharges Y -8632 w -1225 Charges Tha[Can Change Good Failh Fstimate MUD-7 IndaldepasilMryouresvowaanunt %7001 849.94 B66A5 �aiyinterendarges k 901 5 iZ390000/Eay 296.18 1387. H«neownefsinwrance % 903 600.00 709.IX TAk servkes antl knEefs tdle nsurenre p1101 1,530.00 1,579.5[ Oxner's tille insurance b FirslAmeriran TRIe Insuranoe Canpany M7103 10.00 950( Loan Terms Vour initial loan amount is S 774,600.00 Vour loan lerm is 30.00 years Vour initlal inbrest nte is 3.62W% Your initial monthly amount owetl for pnncipal,Interast and S 067.57 indutles any mortgage insuance is O pry��ipal O Interest Q Mortgagelnsurance Gan your Interest Me Ase? �X No � Yes,A can ree to e mamwm at %. The(rq tlwnge wil ba on aM on Uiange agan every_maMha eMr . Every c�a�ge�te,you�nterest rate on naeaee or tlettease by %. O.er tM Nk M the ban,your iMerest rote e guaraMeetl to�uerbebwarlhan %orhigharihan %. Even if yau make payments on lime,pn your loan baWnce�ISe? QX No � Yes,R wn rba�o a ma+�imum of 5 Even H yau m�ke p�ymenH oo Ilme,po your monthly �% No � Ves,the Nrsl inaease can be on and ihe monihy amount owed for pdnUpal,intafect,antl mortgage fosu2nce tlse7 amounl oweA csn rBe to S T�e mazimum i�n ever ree to b S Ooas your loan hava a pmpaymanl penalry7 �%� No � Yes,your ma�dmum prepaymeM panapy is S Ooea your loan havs a balloon paymen[7 �X No� � Yes,you�ave a balbon payment of b Eue h_yean on Tobl monthly amaunt oweE Including escrow account pryments ❑ You da not ha�e a monthy esoow paymant for tems,such as property tazes anE homeowrer's hsurana. Vou muat pey these kems CireHly �oursaN QX You have an eECAional monl�y escrow Daymenl ot 5z88.%thal rnups n a total initiel monlhl/amount awed o151,156.43. Ths ntludes prhdpal,Meresl,any mortgage insurence aM arry iems chadaed hebw: QX Propenytaves �X HaneownehFsuranw � Fbod'mwran�e �% StlioolTaxes ❑ ❑ Note: If you ha�e Any Queslions aboN Me Settkment Charges aM Lwn Tertns I'steE on Ih6 form,pleax mntap your Ie�Wer. Y HUD-1 Attachment BorroweKs�:Joshua L. RinehaR and Kelly A. Sellets�: Estate of Bernette Lynn Huntz Bowen-Rinehart,husband and wife 318 RosemontAvenue 706 Linvrood Street New Cumberland, PA 17070 New Cumberland, PA 17070 Lenikr:Wells Fargo Bank, N.A. SanlementApart:Centrel Penn Land Transfer, LLC (717)695-3166 PWCe otSetdeme�t:2793 Old Post Road, Suite 201 Harrisburg, PA 77110 . SettlementDate:August24,2012 PropertY Loca0on:706 Linwood Street New Cumberland, PA 17070 Cumberland County, Pennsylvania AdJustments For Items Unpaid By Seller(Seller Debit) Descriptfon Amount FromlThrough ProratedAmount TrashBSewer3rdquarter N524 07/01/12through09/30/12 68�.89 Total Ltne 213/513 68.89 Seller Loan Payoff DeWils PayoH Fi'st Mortgage to GMAC Mortgage Loan Payoff 32,378.69 As of OB/29/12 Total Additional Interest -5 days @ Per Diem ToWI Loan PayoH 32,318.69 Adjusted Origination Charge DeWils Origination Charge Origination Charge 665.00 to Wells Fargo Bank, N.A. Total S 685.00 Odginatlon CredWCharge(points)for the specific interest rate chosen Total S Adjusted Odglnatlon Charges S 865.00 Reserves Deposketl with Lender HomeowneYSinsurance ���24 3�.000 at 59.08 per month County Taxes ' 202.58 7.000 at 28.94 per month MUNICIPAI 41538 7.000 at 59.34 per month School 424.50 3.000 at 141.50 per month Aggregate Adjustment 353.21 Tota� S 886.49 HUD-1 Attachment - Continued Electronic Document Retrieval 25.00 to Centrel Penn Land Transfer, LLC Wire Fee 15.00 20.00 to Central Penn Land Transfer, LLC Overnight Delivery Fee 14.50 to Central Penn Land Trensfer, LLC Closing Protection Letter 75.00 to FirstAmerican Title Insurence Company Notary Fee � 25.00 to Jeanette L Pennington Lender's title insurence 1,425.00 to FirstAmerican Title Insurance Company Total $ 1,579.50 5 20.00 Owner's Title Insurance BORROWER SELLER Owner's Policy Premium 95.00 to FirstAmerican Title Insurance Company Total S 95.00 S 0.00 Lender's TiUe Insurance BORROWER SELLER Men elao shown abova In Title Servicas anE Lantlers Titla 1nsu2nce Details Lender's Policy Premium 1,275.00 to FirstAmerican Title Insurence Company Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge ALTAEndorsement Form 8.1 (Environmental Protection 50.00 Lien) ALTAEndorsement 100(ResMctions NoApparent 50.00 E�nsting Volation) ALTAEndorsement 300(Mortgage Survey Exception) 50.00 Total E 7,425.00 5 0.00 4' �Sns�•q, ;: -.. �` ORHAPProwiNO.2507.tl26S �'�� A. S�ttiernerrt5#atement(HUD-1} `9a e..n & oElos� 1. 7�FHA 2.�RHS 3,�]COtN.UM�w. & FbNUmber: 7.LanNumber: B. MdipeQeNlueanonCasNUmber. a.p� s.p coin�tn.. �mxeerat�o rors+ss�a +�e.vrrozu a �ma: rnmk.mranmr.ato�rt�++•amm�»nrmartmmmt�rmaraama amw,rapcamwrera»o�w�u,t+�ar.svM,. Nemcmansd 7Paa)"w+n P�outsqr Mnr dwYg;4nPan afcwn Iws krhbnnabwwMaassam en notlw�deah Ms alap. �.NsmeaneAdaeeasar8onewar: E iVamea�,kkkewd�lor: F. NwMaMtdtltewMtaMer AlmeeN.Hatmx E.eMepiperroMpLgv�HU� W44FUgoBeMSN.A. 979t�umbxs9uwt bideHemei�Ly'mtNnd P68mc10D676 OOeHn.Pa 97173 W612 fouM SMeel � PMrrsr�ce,6C 28B{72-OSiB Naw Cum6oLntl.AIt?D70 O. PiapaM1YLOradan: H.SetlYnwilPyuR 6 SAtleme'R6ale: aoa tn�«�n,so-ae� c�wivea,i..�,a�eta.,tic NeW CunbMYnE.PA170Tt1 �f00 Mehet�raM June R4.2013 CuaLeMnd CouMY.PonneyMnlo Cam�H4 PA 17t711 Ph. S7i7)6953te6 . Place af 6rrtlfsmenk ��, 9600MaIXetStreel �� - fliiTtitl A BumMVyofBormWlfaMIlMWpn K mYyOf •iRM�GIUtl - � i�. Gl'OR 6IXf1�1lam +IOP.QfasJygWtdt)umumm ,tx: _._.._,�^ �.. �07. 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