HomeMy WebLinkAbout10-25-13 1505610105
REV-1500 EX(azal)(FI) Ir}
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
T11.1-11.E.^, Coun Code Year_ _ File Number
Bureau 2Individual Taxes h _ _
PO Box 280601 INHERITANCE TAX RETURN i_ I - /�✓f/
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW j
Suffix Decedent's First Name MI
Robinson Pearl
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
OD 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
OID 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10:Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Mark F Bayley, Esquire
17)C;41-2446 °
--::a ._..._
ISTER OF W#USFONIM
m = o – cn �
{
First Line of Address D r j
17 West South Street
o 0
Second Line of Address n O -n
C::
3
_. O.
- F'r M '
DATE Ifli N O
City or Post Office State ZIP Code
Carlisle PA 117013 -
---_ ----- . --- – —...... — (___j I - ---
Correspondent's e-mail address: markbayley @bayleymangan.com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUi OF PEE SON RESPOONNSIBL FOR FILING RETURN DATE -
ADDRESS
14 Douglas Court, Carlisle, PA 17013
'SIGNATURE O P ARER OTHER-THAN RFjRgLSEf ;NE //� DATE
R/A'DiS EtSS v1 C INA1 /Ill / •1 Z� T (_�Ci —Z�— I
17 West South Street, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105
U�
1505610205
REV-1500 EX(FI)
RECAPITULATION
I Real Estate(Schedule A). . . ....... . . ..... .. . ... . .. ..... . .. .... . .. . I
133,102.10
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. 2,981.50 1
6. Jointly Owned Property(Schedule F) C=) Separate Billing Requested . . . . . 6. I 3,235.01
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) C=) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets(total Lines 1 through 7). .. ..... .... . ....... . .. . .. ... 8. l 139,318.61
9. Funeral Expenses and Administrative Costs(Schedule H).. . ...... .. . 9. 14,816.851
1-'°--._.__..........__........ .._-1
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)..... . .... .... 10. 34,365.17
11. Total Deductions(total Lines 9 and 10)... ... . . . ..... ..... . . . .... ... ... . 11.1 49,182.021
12. Net Value of Estate(Line 8 minus Line 11) . .... .... . .... .. ... . . . . . . 12. 0,136.59
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made(Schedule J) ....... . ...... . . . . ...... 13
_ 914, Net Value Subject to Tax(Line 12 minus Line 13) ..... .. . ... . . ..... .. . .. . 14. 90,1136.5
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15, Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0- 15.
16, Amount of Line 14 taxable
at lineal rate X.0 45 90,136.59 16.1 4,056.141
17. Amount of Line 14 taxable
at sibling rate X A2 17.
18. Amount of Line 14 taxable
at collateral rate X.15
18.1
19. TAX DUE ... . . . ..... . . . ..... . .. . . . . . ...... ... . .. 19. 4,066.14
20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=)
Side 2
1505610205 1505610205
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Pearl I. Robinson
STREETADDRESS
225 West Main Street
CITY STATE ZIP
Walnut Bottom PA 17226
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 4,056.14
2. CreditslPayments
A.Prior Payments
B.Discount
Total Credits(A+B) (2)
3. Interest
(3) 328.61
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)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 4,384.75
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.......................................................................................... ❑ 0
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 Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑
3. Did decedent own an'in trust for'or payable-upon-death bank account or security at his or her death?.............. ❑
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 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(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 OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Pearl I. Robinson 21-11-0276
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1 225 W. Main St.,Walnut Bottom,PA-Assessed value($129,100)x CLR(103.1%) 133,102.10
See assessment printout attached as"Appendix 1"
TOTAL(Also enter on Line 1, Recapitulation.) $ 133,102.10
If more space is needed, use additional sheets of paper of the same size.
REV-3508 EX+(08-11)
UPennsylvania SCHEDULE E
' DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Pearl 1 Robinson 21-11-0276
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1_ Personal property(see Rick Foreman Auctioneer summary attached as"Appendix 2") 2,981.50
TOTAL(Also enter on Line 5, Recapitulation) $ 2,981.50
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(01-10)
i��i�pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE.OF: FILE NUMBER:
Pearl 1. Robinson 21-11-0276
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.Charles Robinson 14 Douglas Court Son
Carlisle, PA 17013 g
B.
e
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMIIAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 10/18/0& Citizens Bank of Pennsylvania account:6140761638 5,000.90 50 2,500.45
or
2. A. 10/18/06 Citizens Bank of Pennsylvania account: 11168579 1,469.12x 50 734.56
or bef6rn
TOTAL(Also enter on Line 6, Recapitulation) $ 3,235.01
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(08.13)
i pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Pearl 1. Robinson 21-11-0276
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Dugan Funeral Home(4.27-11) 10,029.00
John H.Robinson,Jr.(refund advance for funeral food-refreshments)(2-19.11) 343.35
South Newton Fire Company(premises rental-funeral reception)(2-19-11) 50.00
B. ADMINISTRATIVE COSTS:
L Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2, Attorney Fees: 4,000.00
1 Family Exemption:(If decedent's address is not the same as daimant's,attach explanation.)
Claimant
Street Address
city State ZIP
Relationship of Claimant to Decedent
Q. Probate Fees: 354.50
5. Accountant Fees: 44.04
6. Tax Return Preparer Fees:
7.
TOTAL(Also enter on Line 9, Recapitulation) $ 14,816.85
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
J-rL' pennsytvania SCHEDULE I
r� DEPARTMENTOCREVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Pearl I Robinson 21-11-0276
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
I. Donna Brobst,Tax collector(real estate taxs)(2011-2013 total) 5,341.36
2. Erie Insurance(real estate insurance premiums)(2011-2013) 1,344.00
3. J.W.P.Environmental,Inc.(real estate septic repair/replacement)(84-12&10-29.12 total) 730.00
4. E.W.Mainhart(real estate septic repair/replacement)(Aug.2012-Nov.2012 total) 12,453.82
5. Grant Marshall(real estate septic repair/replacement)(8-13.12) 350.00
6. Kough's Oil Service(real estate oil)(March 2011 -January 2013 total) 1,806.62
7. Mermber's 1st(interest on loan for real estate septic repairtrepiacement)(Nov.2012) 216.31
B. Carlisle Regional Medical Center(medical bills)(Feb.2011-Sep.2011 total) 486.52
9. Cardiology Diag(medical bill)(4-11-11) 150
10. Centurylink(real estate telephone)(Feb.2011 -March 2011 total) 115.41
11. PPL(real estate electric)(March 2011-August 2013 total) 632.53
12. Kuhn Comm(real estate cable)(2.10.11) 4.80
13. Lester Reeder(real estate electrical repair/service)(8-30-13) 375.00
14. Dale Robinson(real estate lawn care)(2011-2013 total) 1,000.00
15. Graham Medical(medical bill)(44-11) 17.46
16. Mount Rock(medical bills)(2-28-11&8-31-11 total) 77.10
17. Baxter Drew Wellman,D.O.(medical bills)(2-10.11&3-8-11 total) 446.05
18. Alexander Songs,Moffit Heart,Shippensburg Family Practice(medical bills)(March 2011 total) 188.79
19. Hershey Kidney Spec.,Carlisle Digestive Health Disease(medical bills)(March 2011 total) 180.87
20, Kinetic Imaging,G.V.Nepholigy Ass.(medical bills)(Feb.2011-March 2011 total) 65.03
21. Real estate settlement charges(see HUD-1 attached as"Appendix 30) 8,530.00
TOTAL(Also enter on Line 10,Recapitulation) $ 34,365.17
If more space is needed,insert additional sheets of the same size.
:��, Property Mapper
Cumberland County, PA
41-32-2292-040
t
Site Address: 225 W MAIN STREET
Deed6 Mo k: 201x331248
Ownert.11HIG INBOTHAM, JEFFREY A
Land Use Code: 101 Parcel
Property Type: R
Acreage: 1.05
Square Feet: 12.1.9 41
Taxable Status: T
Sit
Glean & Green Status: De
Eand Assessed Value $: 32000 Ow
Building Assessed Value $: 97100 La
Total Assessed Value $: 129100 Pro
Sale Price $: 120000 Aer
Sale Date: Thu Sep 19 2013 08:Q0:00 Sq
Ta x
Rick Foreman Auctioneer Au1163L
386 Springfield Rd.
Shippensburg Pa 17257
(717)776-4602
40�/
/I 14e .
311).
3 7a sa
GMB Approval No.2502-0265
A. Settlement Statement HUD-1
�. Ilillill�, � � FINAL
B.Tyl of Loan
1.❑FHA 2. X❑RHS 1❑Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number:
2013-181 1189435476
4.❑VA 5.❑Conv.lns.
C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown Items marked
'(p.o.c)"were paid outside the closing;they are shown here for informational purposes and are not included in the totals
D.Name 8 Address of Borrower: E.Name&Address of Seller: F.Name&Address of Lender: r
Jeffrey A.Higinbolham The Estate of Peed I.Robinson Reliant Funding Group
102 Timber Lane,Shippensburg,PA 17257 1910 Cochran Road,Manor Oak II,Ste.545,
Pittsburgh,PA 15220
G.Property Location: H.Settlement Agent: I.Settlement Date:09/20/2013
225 West Main Street PA Real Estate Settlement Services,LLC Disbursement Dale:09/20/2013
Walnut Bottom,PA 17266 354 Alexander Spring Road,Carlisle,PA 17015
South Newton Township
Telephone:717-249 6333 Fax:717-249-7334
Place of Settlement: TitleExpress
354 Alexander Spring Road,Carlisle,PA 17015 Printed 09/20/2013 at 9:38 am
by KSC
100. Gross Amount Due from Borrower - - 400. -Gross Amount Due to Seller
101. Contract sales price 120,000.00 401. Contract sales price 120,000.00
102. Personal property 402. Personal property
103. Settlement charges to burrower(line 1400) 6,053.01 403,
104. 404.
105. 405.
Adjustments for items paid b seller in advance Adjustments for items paid b seller in advance
106. City/lown taxes to 406. Cityltmvn taxes to
107. County taxes 0 912 012 01 3 to 1213112013 101.86 407. County taxes 0912012013 to 12131/2013 101.86
108. Assessments 09012013 to 0613012014 1,144.35 408. Assessments 09120/2013 to 0613012014 1,144.35
109. 409.
110. 410,
111. 411.
112. 412.
120. Gross Amount Due from Borrower 127,329.22 420. Gross Amount Due to Seller 121,246.21
200. Amounts Paid by or in Behalf of Borrower 500. Reductions 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) 122,448.00 502. Settlement charges to seller(line 1400) 8,530.00
203. Existing loa s taken subject to 503. Existing loans taken subject to
204. 504. Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206. 506.
207. Seller Assistance 4,000.00 507. Seller Assistance 4,000.00
208. 508.
209, 509.
Adjustments for items unpaid b seller Adjustments for items unpaid b seller
210. Cityhown taxes to 510. Cityltown taxes to
211. County taxes to 511. County taxes to
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215, 515.
216, 516.
217. 517,
218. 518,
219, 519.
220. Total Paid by/for Borrower 127,448.00 520. Total Reduction Amount Due Seller 12,530.00
300. Cash at Settlement fromlto Borrower 600. Cash at Settlement tolfrom Seller
301. Gross amount due from borrower(line 120) 127,329.22 601, Gross amount due to seter(line 420) 121,246.21
302. Less amounts paid by/for hammer(line 220) 127,448.00 602. Less reductions in amount due seller(line 520) 12,530.00
303. Cash ❑ From ❑X To Borrower 118.78 603. Cash ❑% To ❑ From Seller 108,716.21
veeie em paesa gsys.ammiy vane oN9ran,m,numw.xowergmncl ry,auwrte,NndHew,eumaNgory.mmslaaeagnM io pwNe Pe prliesb�xESVl.wwrNlrenve�en wY.,,nlo,mNOn scone lse 4e
Previous editions are obsolete Page 1 of 4 HUD-1
McAj 't � 3
L.Settlement Charges
700. Total Real Estate Broker Fees $7,185.00 - Paid From Paid From
Division of commission fine 700 as follows: Borrower's Seller's
701. $7,185.00 to Prudential Homesale Services Group Funds at Funds at
702. $0,00 to Settlement Settlement
703. Commission paid at settlement 7,185.00
704, Broker Fee to Prudential Homesale Services Group 225.00
800. Items Payable in Connection with Loan
801. Our origination charge (Includes Origination Point0.000%or$0.00) $4,959.68 (from GFE#1)
802. Your credit or charge(points)for the specific interest rate chosen $6,088.11 (from GFE#2)
803. Your adjusted origination charges (from GFE A) -1,118.43
804. Appraisal fee to Nationwide Properly and Appraisal (from GFE Of 445.00
805. Credit report to Credit Plus (from GFE#3) 15.72
806. Tax service to from GFE#3)
807. Flood certification to Reliant Funding Group (from GFE#3) 20.00
808. Final Inspection to Nationwide Property and Appraisal (from GFE#3) 150.00
900. theme Required by Lender to be Paid in Advance
901. Daily interest charges from tram 09/2012013 to 1010112013 @$16.1563/day (from GFE#10) 177.72
902. Mortgage insurance premium for months to (from GFE Of
903. Homeowner's insurance fort years to Ede Insurance (from GFE#11) 51000
904. VA Funding Fee to months to USDA (from GFE#3) 2,448.96
1000. Reserves Deposited with Lender
1001. Initial deposit for your escrow account (from GFE#9) 396.54
1002.Homeowner's insurance 3 months @$ 42.50 1month $127.50
IDD3.Mortgage insurance months $ 40.53Imonth $
1004. Property taxes months $ /month
1005.County taxes 8 months $ 30.701month $245.60
1006.Assessments 4 months $ 125.071momh $50028 -
1007.Aggregate Adjustment $-476.84
1100.Tille Charges -
1101. Title services and lender's title insurance from GFE#4) 1,356.50
1102. Settlement or closing fee to $
1103. Owner's title insurance from GFE#5 100.00
1104. Lender's title insurance - $1,240.00
1105. Lender's title policy limit$122,448.00 Lenders Policy
1106. Owners title policy limit$120,000.00 Owners Policy
1107. Agent's potion of the total title insurance premium $1,097.75
1108. Underwdters portion of the total title insurance premium $242.25
1109. Deed Prep to Salzmann Hughes,P.C. 125.00
1110. to $
1200. Government Recording and Transfer Charges
1201. Government recording charges $ (from GFE#7) 156.00
1202. Deed$67.00 Mortgage$89.00 Release$
1203.Transfer taxes $ (from GFE#8) 1,200.00
1204. City/County tax/stamps Deed$1,200.00 Mortgage$
1205. Stale Tax/stamps Deed$1,201 Mortgage$ 1,200.00
1206. Dead$ Mort a e$
1300.Additional Settlement Charges
1301.Required services that you can shop for (from GFE#6)
1302.Tax Certification to Donna Brobst,Tax Collector 21
1303, Pest Inspection to $
1304. to
1305. to
'r t - r t 6,083.01 8,530.00
'Paid outside of closing by(B)ortmver,(S)eller,(L)ender,(I)nvestor,Bro(K)er.-Credit by lender shown on page 1.-Credit by seller shown on page 1,
Previous editions are obsolete Page 2 of 4 HUD-1
Comparison of Good Faith Estimate(GFE)and HUD-1 Charges Good Faith Estimate HUD-1
Charges That Cannot Increase HUD-1 Line Number
Our origination charge if 801 4,969.68 4,969.68
Your credit or charge(points)for the specific interest rate chosen p 802 -6,088.11 3,088.11
Your adjusted origination charges p 803 -1,118.43 -1,118.43
Transfertaxes # 1203 1,200.00 1,200.00
Charges That In Total Cannot Increase Mom Than 1D% - Good Faith Estimate HUD-1
Government recording charges - if 1201 125.00 156.00
Appraisal tee - p 8D4 490.00 445.00
Credit report - p 805 50.00 15.72
Flood certification if 807 20.00 20.00
Final Inspection - if 808 0.00 150.00
VA Fundng Fee - q 904 2,448.98 2,448.96
9
If
3,133.98 3,235.68
r S 101.70 a 3.2451%
Charges That Can Change - Good Faith Estimate HUD-1
Indal deposit for your escrow amount _ g 1001 - 1,854.00 396.54
Dairy interest charges from - p 901 $16.15631d 239.03 177.72
Homeovmers Insurance p 903 600.00 510.00
Tide services and lenders ride insurance W 1101 1,390.00 1,356.50
Owners fide insurance p 1103 - 100.00 100.00
if
Is
Loan Terms
Your initial loan amount is $122,448.00
Your loan term is 30.years
Your initial interest rate is 4.7500%
Your initial monthly amount cared for principal,Interest,and any mod" S679.28 includes
insurance is ❑X Principal
❑X Interest
❑X Mortgage Insurance
Can your Interest rate rise? Q No. ❑Yes,It can dse to a maximum of %. The first change
wet be on / / and can change again every years after / I . Every
change date,your interest rate can increase or decrease by X. Over the life of
the loan,your interest rate is guaranteed to never be lower than %or higher
than %.
Even if you make payments on time,can your loan balance rise? ❑No. ❑Yes,it can dse to a maximum of S
Even 8 you make payments on time,can your monthly amount awed for [K No. ❑Yes,the first increase ran be on I / and the monthly
principal,interest,and mortgage insurance rise? amount awed can dse to$
The maximum It can ever rise to Is$
Does your ban have a prepayment penally? X❑No. ❑Yes,your maximum prepayment penally Is$
Does your ban have a balloon payment? ❑X No. ❑Yes,you have a balloon payment of$ due in
years on I /
Total monthly amount awed including escrow account payments ❑You do not have a monthly escrow payment for items,such as property lazes
and homeowners insurance. You must pay these items drectly yourself.
❑X You have an addtional monthly esaow payment of$198.27
that mulls in a total inital monthly amount owed of$877.55. This includes principal.Interest,any
mortgage insurance and any items checked bebw:
.. ❑X Property laces ❑K Hoineomrers Insurance
❑Flood insurance ❑X School Tax
❑ ❑
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
OREM HUD CERTIFICATION OF BUYER AND SELLER
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 the HUD-1 Settlement Statement.
Mw
Jeffrey A.Wqov
W.
THE ESTATE OF li ROBINSON
:Settlement Agent
The HUD-1 Settlement Statement which I have Prepared is a true and accurate account of this transaction.1 have caused or will cause the funds to be
disbursed in accordance with this statement.
C1 N663
SETTLEMENT AG-ENT 0 DATE
WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY 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
Itemisation ofLi.cs 1101.IT03 and 1104
Name of Borrower. Name of Seller. File Number
Jeffrey A.Higinbotham The Estate of Pearl I.Robinson 2013-181
TllleExpress
Prepared 0920/2013 at 9:39 am
Nora This page is furnished to give you an itemisation of the amounts shown on Lines 1101, 1103 and Paid From Paid From
1104 of the Settlement Statement (HUD-Q. This page accompanies but is not a part of the Borrowers Sellers
settlement statement Ira discrepancy exists.the information shown an the Settlement Statement Funds at, Funds at
(HUD-1)applies. Settlement Settlement
Amounts Included -
1100. Tide Charges "In Unel101 .•
1101. Title services and lender's title insurance 1,356.50
a.overnight Mail S 20.50
b.Wire Fee 12.00
c. Processing Fee 49.00
d.Notary Fee 35.00
$ 116.50
1102. Serlemenl or closing in
1103. Owner's fire insurance (policy) $ 100.00 100.00
1104. Lender's We insurance pd' 1,015.00 $ 1,240.00
a.Endorsement 900 EPL-Residential 50.00
b. Endorsement 100 No Violation 50.00
c. Endorsement 3D0 Survey 50.00
d.Closing Service tatter 75.00
(total 1103+1104) S 390.00
1105.'Lender's this policy limit$122,448.00 I
1106. Owners title policy limit $120,000.00 -- -
1107..A is potion of the total fire insurance premium- $ 1,097.75
1100. Underwriter's portion of the total title insurance prem.. 241.25 1
(Total 1107 1108) $ 00
1109.
1110.
1111.
1112.
Additional Infomation for Line 1101 Items
,Total Bornewar Bonower Seller
11D). TideCharges with Payee Charge POC or Credit Line 1UH Paid
1101, Title services and lender's title insurance S
a.Ovem' ht Mal to Salmunn Hughes,P.C. 20.50 20.50
It.Wire Fee to PA Real Estate 12.00 12.00
c. Processing Fee to Salzmann Hughes,P.C. 49.00 49.00
d.Notary Fee to Kernels Commas 35.00 35.00
1104. Lender's title insurance to Steuart Tide Guarani IPA RE SS 1,240.00 1,240.00
. ... -.- - $ 1.356.50 1.356.50
THE ESTATE OF PEARL I.ROBINSON
By / Q ® n 920113 Date 9120113
/JWF610 Higinbomam
LAST WILL AND TESTAMENT ,(
I, Pearl I. Robinson, a resident of the Tocroship of AO-CL1`
Newton, County of Cumberhnd and State of Pennsylvania, being of
sound mind and memory, do make, Dublish and declare this to be
my Last Will and Testament, hereby revoking any and all Wills by
me heretofore made.
FIRST: I hereby direct my Executor, hereinafter named, to
pay all my just debts and funeral expenses as may conveniently be
done after my decease.
SECOND:- I give, devise and bequeath all my estate, be it
real, personal or mixed, to my two sons, John R. Robinson, Jr.
or his heirs, and Charles J. Robinson and Clara R. Robinson, or
their heirs, equally, share and share alike.
THIRD: I hereby nominate, constitute and appoint my son,
Charles J. Robinson, Executor of this my Last Will and Testament.
If Charles J. Robinson should be unable to serve as Executor for
any reason whatsoever, then I name, constitute and appoint my son
John H. Robinson, Jr. substitute Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament dated this day of January, 19 2.
�„�,CN,X 'Q �dLG�•-'�'�i'L �. (SEAL
This instrument was by the Testatrix, Pearl I. Robinson, on
the date hereof, signed, published and declared by her to be her
Last will and Testament, and in our presence, who at her request
and in her presence and in the presence of each other, we believi g
her to be of sound and disposing mind and memory, have hereunto
subscribed our names as witnesses. -
MCCREA 6 MCCREA
ALT.P.E AT Un
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