HomeMy WebLinkAbout01-22-14 1505610105
REV-1500°"M-'r'(IF"
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year RleNumber
PO BOX 2806o1
Harrisburg,PA 17128-06o1 RESIDENT DECEDENT j -�5 c,15 Iq
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
04/23/2013 09/17/1957
Decedent's Last Name Suffix Decedent's First Name MI
Zerbe Jeffrey J
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
N/A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
CW 1.Original Return O 2.Supplemental Return p 3. Remainder Rehm(Date of Death
Prior to 12-1382)
O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
m 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust U B. 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 Sea 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 T8phone Number.'•
Susan J Zerbe (717)8K7-Z231 �_ r o
m C-
RE"I, TEft 017WILLS'&SE O
D r-
2. N M rtT ,
r-' M fV CD
First Line of Address N O O
3024 N. 5th Street ° o '1 it
Second Line of Address O C n
%, I— r rn
n?
City or Post Office State ZIP Code r DATE FILM
Harrisburg PA 17110
Cormaspondent's e-mail address:SZerbe3024@gmaii.com
Under penalties of perjury,I declare that I have examined this etum.including accompanying schedules and statements,and to the best of knout
It Is true,correct and complete.Dedamtlon of preparer other than the personal representative Is based wall information of which n9'knowledge end belief,
p preparer has any knowledge.
SIGNATUR F PERSON RE ON E FOR (LING RETURN DATE
ADDRESS jr
d .S>/f /O
SIGNATURE OF PREPARER OTHER THAN RE15AESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105 J
1505610205
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: Jeffrey C Zerbe
RECAPITULATION
1. Real Estate(Schedule A). .................... ................... ..... 1. 87,000.00
2. Stocks and Bonds(Schedule B) ....... ......................... ....... 2. 0.00
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00
4. Mortgages and Notes Receivable(Schedule D)...... ..................... 4. 0.00
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 25,412.52
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) - O Separate Billing Requested........ 7. 5,559.49
8. Total Gross Assets(total Lines 1 through 7)............................. 8. 117,972.01
9, Funeral Expenses and Administrative Costs(Schedule H)................... 9. 2,116.90
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. 86,422.85
11. Total Deductions(total Lines 9 and 10)...................._........... 11. 88,539.75
12. Net Value of Estate(Line 8 minus Line 11) ......... ........... ..... ..... 12. 29,432.26
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.
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.045 29,432.26 16. 1,324.45
17. Amount of Line 14 taxable
at sibling rate X.12 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18.
19. TAX DUE ............. ...... ............... ....................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610205 1505610205
F 'AT
1XIIA
10
REV-1508 EX+(08-n)
s pennsytvania SCHEDULE E
DEPARTMENT OFaE LIE CASH, BANK DEPOSITS& MISC.
IESIDEN DE EDENT UPN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Z'erbe,Jeffrey C 201300514
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorshlp must be disclosed on Schedule F.
rrEM
VALUE AT DATE
NUMB PTI
ER DESCRION
OF DEATH
1, Cash 234.39
2. Estate of Jeffrey C.Zerbe-New Cumberland Federal Credd Union-Chking AccL X0963066 0.00
3, PSECU-Saving&Checking Acct.#184489201 15,562.24
4. Wells Fargo-Balance of Tax Escrow Acct.at time of death 1,215.42,
5. Andrews&Patel-Chemo Treatment refund 146.17
6. Comcast refund prepaid cable services 106.25
7. Allstate Ins.refund$204.20 car ins.)&$113.63 homeowners ins.) 317.63
8. PA Media Group-Pabint News refund 71.23
9. Cumberland county VA 100.00
I
10. Wells Fargo Tax Escrow Refund 399.46
11. Sale of Personal truck to private party 6,000.00
12. Int of all credit union accts(Actual$10.03+.43 x 3 months=$1.29(est.)Jan.Feb.March b1 estate closed 11,86
13. Refund of prepaid taxes at time of Settlement(Settement Statement Attached) 1,237.18
14. Refund of prepaid Trash B11 at time of settlement 10.49
TOTAL(Also enter on Une 5, Recapitulation) $ 25,412.52
If nmre space is needed,use additional sheets of paper of the same size.
v
} pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INNERTTMlCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zerbe,Jeffrey C 201 3-00514
This schedule must be completed and Bled If the answer tD any of questions 1 through 4 on page three of the REV-1500 Is yes.
I DESCRIPTION OF PROPERTY
PiEM
INCLUDE MW OFINETRAISFEREE,RIM RELATIONSHIP m DECDExTAw DATE OF DEATH % OECDs EXCLUSION TAXABLE
NUMBER TxE Onrzorra.PSPEa ATnaAOmranE OEm Rxt RFUESrArc VALUE OF ASSET INTEREST NAWUGDF VALUE
1. 'Roth IRA-Edward Jones-Acct.#336-98572.1-8-Decendant was only 55 8,188.27 0.00
years of age at time of death and therefore the IRA is NOT subject to
inheritance tax. The IRA was not transferred but did list 2 beneficiaries which
were paid directly by Edward Jones(brokerage fmn)(Paul Smith agent)
New Cumberland Federal Credit Union-Saving&Checking Accts. 5,559.49 100 5,559.49
#0000132985
'Account Value as of 41302013-$8188.27-distribution:
Susan J Zerbe(sister)-$5353.49
Amy Shepler(friend of decendant-$2764.78
TOTAL(Also enter on Line 7,Recapitulation) $ 5,559.49
If more space is needed,use additional sheets of paper of the same size,
A,a pennsylvania SCHEDULE H
Llb DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zerbe, Jeffrey C 2013-00514
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I' Auer Cremation-Obit$92.72 Register Book$21.20-Prayer Crds$53.00
Coroner&Death Certificates$54.00(Receipt Attached) 220.92
8. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s) Susan J Zerbe
Street Address 3024 N. 5th Street _
city Harrisburg State PA Zip 17110
Year(s)Commission Paid:.N/A _
2. Attorney Fees:
225.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.)
Claimant
Street Address
city _State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 293.50
5. Accountant Fees:
6. Tax Return Preparer Fees:
7. Legal Advertising(Cumberland Law Journal$75.00)(Carlisle Sentinel$147.06) 220.06
8. Overnight mail($19.95)and Notary($10.00) 29.95
9. Woof Appraisal-Homestead Appraisal Fee 350.00
10. Decendant's Son's Plane Ticket to Attend Funeral-(Charged on Aunt's Visa) 358.00
11. Dining Room Rental$79.50&Epic Buffet$339.97(Buffet Receipt Attached-$339.97) 419.47
TOTAL(Also enter on Line 9, Recapitulation) $ 2,116.90
d+ pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
RESIDENT DE ED RETURN MORTGAGE LIABILITIES & LIENS
RFSIDEM DECEDENT
ESTATE OF FILE NUMBER
Zerbe,Jeffrey C 2013-00514
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 DESCRIMON
OF DEATH
1. Prescription-Harrisburg Pharmacy 2.39
2. VNA-Community Care Svcs.-In home PT-Copay 25.00
3. Comcast Cable(Mailed 4127/13) 127.48
4. PA Amercian Water 122.18
5. New Cumberland Bom(Sewer&Trash) 230.48
6. PPL-Electric 99.25
7. UGI-Gas 53.96
8. Jason Morrow Landscape-Grass Cutting Svcs.-from April GI Settlement in Sept. 350.00
9. 1-800-Got-Junk-Removal of old-fashioned broke TV 88.00
10. Carey's Dumpster-Dumpster for Homestead 350.00
11. Cumberland Valley Masonry-Deposit of Cement sidewalk pieces left in decendant's back yard 125.00
12. UGI-Inspection of Furnace&Propane Heater 122.00
13. Faulker Toyota-Evaluate decendants '97 truck prior to sale to private party 29.00
14. Wells Fargo Monage.&Principal($415.48 x 5 months) 2,077.40
15. Wells Fargo Mortage Payout at time of Settlement 78,468.83
16. Parftal Sewer Bill-Paid at time of Settlement 55.81
17. Property Taxes Paid 2,021.02
18 Wells Fargo Tax Escrow Acct.($241.01 x 5) 1,205.05
19. Govt.Recording&Transferr Fee on homestead paid at time of Settlement 870.00
TOTAL(Also enter on Line 10,Recapitulation) $ 86,422.85
If more space Is needed,Insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHUMANE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Zerbe,Jeffrey c 2013-00514
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustees) OF ESTATE
I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under
Sec 9116(a)(1.2).)
I. Eric Micahel Zerbe,4865 N.US Highway-Apt.3,Melbourne,FL 32935 Son 100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH I8 OF REV-1500 COVER SHEET,AS APPROPRIATE.
13 NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART 11—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ;
If more space is needed,use addNional sheets of paper of the same size.
.2502-0265 q1P
I.S.DEPARTMENT OF HOUSING&URBAN DEVELOPMENT 1' FHA 2. FmHA 3. CONY.UNINS. 4. VA 5. CONY.INS.
5. FILE NUMBER: 7. LOAN NUMBER:
SETTLEMENT STATEMENT S. MORTGAGE INS CASE NUMBER:
NOTE: This form is furnished to give you a statement ofactual settlement costs. Amounts paid to and by Me settlement agent are,slown.
Items marked'(POC)"were paid outside the closing,they are shown here for infonnaffonsl purposes and ere not tnduded in o totals.
1.0 318e aER8EWSM.PFDrZM8SWS4W1
). NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
iusan J.Zerbe Estate of Jeffrey C.Zerbe and
1024 North 5th Street by Susan J.Zerbe,Executrix
iarrisburg,PA 17110
3. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
123 Salley Street Kerwin&Kerwin,LLP
Jew Cumberland.PA September 5,2013
;umbedand County,Pennsylvania PLACE OF SETTLEMENT
ax Parcel No.26-23-0543-346 27 North Front Street
Harrisburg,PA 17101
END- GROSS AMOUNT QUE,FROM BORROW -- 4(13. GROSS AMOUNT DUE JOSELLER,
31. Contract Sales Price 87,000.00 401. Contract Sales Price 87,000.00
)2. Personal Property 402. Personal Property
33. Settlement Charges to Borrower(Line 1400) 2195.50 403.
)4. 404.
)5. 405.
Adiustments For items Paid By Seller ina{
36. Cityf town Taxes to 406. CityrTown Taxes to I
37. County Taxes 09/06/13 to 01/01/14 266.88 407. County Taxes 09106/13 to 01/01/14 1 266.88
X. School Taxes 09/06113 to 07/01/14 970.30 408. School Taxes 09/06113 to 07/01/14 970.30
39. Trash Bill 09!06113 to 10/01/13 10.49 409.Trash Bill 09M13 to 10/01/13 10.49
10. 410.
11. 411.
12. 412.
20. GROSS AMOUNT DUE FROM BORROWER 1 90,443.17 420. GROSS AMOUNT DUE TO SELLER 88,2477
70. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500.REDUCTIONS IN AMOUNT DUE TO-S R
A. Deposit or earnest money i 501. Excess Deposit See Instructions
)2. Principal Amount of New Loan(s) 502. Settlement Charges to Seiler Line 1400 1.124.95
33. Fads6n loans taken subject to I 503. Extsfln loans taken subject to
14. 501. Payoff of first Mortgage to Walls Fargo Home Mortg 78,468.83
35. 505. Pa M op mortgage
)6. 506.
)7. 507.
)8. 508. I
)9. 509.
Ad dius mi miss For Items n r e r Adlystments r ms UnDa-ld By Nelfer
10. Cay/Town Taxes to i 510. City/Town Taxes to i
11. County Taxes to 511. CounlyiTaxes to
12. School Taxes to 512.School Taxes to
13. Sewer Bill 07/01/13 to 09/06/13 55.81 513. Sewer Bill 07/01/13 to 09/06!13 1 55.81
14. I 514.
15. 515.
M. 516.
17. 517.
I6. 518.
19. 519.
?0. TOTAL PAID BY/FOR BORROWER 55.81 520. TOTAL REDUCTION AMOUNT DUE SELLER 79,649.59
)0. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER.
M. Gross Amount Due From Borrower Line 120 90 443.17 601. Gross Amount Due To Seller Line 420 88 247.67
)2. Less Amount Paid By/For Borrower(Una 220) ( 55.81) 602. Less Reductions Due Seller(Lena 520) 79,649.5
A CASH(X FROM)( TO)BORROWER , 90,387.36 603. CASH X TO) FROM SELLER 8,598.08
The undersigned hereby acknowledge moe;1j a c leled copy of pages 1&2 of this statement&any attachments referred to herein.
Borrower Seller
Susan J.Ze re Estate Jeffrey C.Zerbe
by Susan J.Zerbe,
2 B1
L SETTLEMENT CHARGES
r00 M ISSION Based ra PAN FROM PAN FROM
Division of COmmisS on ins,700 as Folbws: GORROWERS SELLERS
Tot.$ to FUNDSAT FUNDS AT
rU2.$ t0 SEfn.MAENr SERLEMENT
W.Commission Paid at Settlement
r04, to VAM LOAN
IN oar n nation Fee ° to
302.loan Discount % to
303. Appraisal Fee to
304. Credit Report to
305. Tax Service Fee to
306. MorWage Ins.App.Fee to
307. Assumption Fee to
306. Flood Certificate
309.
310.
311.
)00,ITEWIS REQUIRED BY LENDER TO BE D IN ADVANCE
301.Interest From to @ $ /day ( days %)
)02. MIP Tatins.for LifeOfLoan for months to
)03.Hazard Insurance Premium for 1.0 years to
304.
305.
RESERVES O D VATH LENDER
1001.Hazard Insurance months Q $ per month
1002.Mortgage Insurance months @ $ per month
1003. CI !Town Taxes months 0 $ per month
1004. County Taxes months 8 $ per month
1005. School Taxes months 0 $ per month
1006. months @ $ per month
1007. months @ $ per month
1008. months $ per month
CHARGES 1100.TITLE
1101.Attorneys Fees to Kerwin&Kerwin,LLP 425.00 225.00
1 102.Abstractor Title Search to
1103. Ovemi ht Mail Fee to U.S.Postmaster 19.95
1104.Title Insurance Binder to
1105. Deed Preparation to
1106. Notary Fees to Kerwin&Kerwin LLP 5.00 10.00
1107.Attorneys Fees to
includes above item numbers:
1108.Title Insurance to Stewart Title Guaranty Company 828.50
includes above item numbers:
1109.Lenders Coverage $
1110.Owner's Coverage $ 87,000.00 828.50
1111.
1112.
1113.
ZORDING AND TRANSFER CHARGES
1201.Rgrdin Fees: Deed $ 67.00;Mortgage $ Releases $ 67.00
1202.C' /Coup Tax/Stamps:Deed 870.00:Mortgage 870.00
1203.State Tax/Stamps: Deed 87030:Mortgage 870.00
1204.
1205.
1300,ADDITIONAL SETTLEMENT CHARGES
301. Survey to
302. Pest Inspeclion to
303.
304. Inheritance Tax Payment Register of Wills.Agent POC:S0.00
305.
400.TOTAL SETTLEMENT CHARGES Enter on Lines 103 Section J and 502,Section K 2,195.50 1,124.95
By signing page 1 of this statement,the signatories admowledge receipt of a completed Copy of page 2 of this two page statement
Certified to be a true copy. Kerwin&Kerwin'
Settlement Agent
(ZERBESUSAN/ZIRBESUSAN17)
arkfOaRw" P.O.BOX 658 ACCOUNT NUM_ 6 STATEMENT PERIOD:
rayon FW C® tbA NEW CUMBERLAND,PA 17070 xxxxlooc306 Apr 1, 2013-May 31, 2013
4'osrCOMMUnfbyCre&Vnion 900-71-NCFCU 1 717-774-7706
ADDRESS SERVICEREQUEVED w .ncfeuonline.org SUMMARY AT A GLANCE
Total Shares: 16,022.92
Total Loans: 0.00
Total Certificates: 0.00
00455
_ Idud�I�iLIILiIJlpl�ii�'I��gll'Illlll�'I�I'I'I'I�I�il�l'�� � ,'I --
Estate Of Jeffrey C.Zerbe
Susan J.Zerbe,Ex
323 Bailey St
New Cumberland PA 17070.1208 -
,
IPA--ANMIAL PERfB7fAGE PATE AM US FOR DETAW
Page 1 of 1
Joint Owners: Susan J. Zerbe
S1 - SI-Primary Shares
Trans Eff Date Transaction Deposit Withdrawal Balance
Previous Balance 0.00
May 11 Deposit Check................................................................................. 5.00 5.00
New Balance 5.00
S4 - S4-Share Drafts
Trans Eff Date Transaction Deposit Witted Balance
Previous Balance 0 Q r�u.do i' 0.00
May 11 Deposit Check................................................................... d 15.706.56 15,706.56
May 30 Deposit Check........................................................................ . 310.45 16,017.01
May31 Dividend........................................................................................... 0.91 16.017.92
The Annual Percentage Yield Earned Is 0.10.
New Balance 16,017.92
TOTAL DIVIDEND YEAR-TO-DATE 0.91
TOTAL FINANCE CHARGE YEAR-TO-DATE for all loans. 0.00
PSEC,Wi Pennsylvania State Employees Credit Union
P.O. Box 67013 Harrisburg, PA 1 71 06-701 3
800.237.7328 Member Number 0184""""
psecu.com Statement Period: 04/01113 to 04/30/13
Direct Inquiries regarding preauthotized electronic
transferor account enorsto the above address. Page Number. Regular Iof2
Account Balances at a Glance
Total Shares: $15,564.79
Total Certificates: $0.00
JEFFREY C ZERBE Total Loans: $0.00
323 BAILEY ST
NEW CUMBERLAND,PA 17070-1208
ONLINEBill Payer service, e-Staternents,
r
account alerts and more.
YEAR TO DATE INFORMATION
Description Amount
Total Dividends Year to Date $11.10
SHARES
Posting Effective Transaction New
Date Date Transaction Description Amount Balance
REGULAR SHARES ID 01
04/01 Beginning Balance 5.00
04/30 Ending Balance 5.00
Dividend YTD: Year to Date 0.00
CHECKING 10 04 -
04/01 Beginning Balance 225.08
04102 Check 000154 -105.08 120.00
04103 Check 000155 -75.00 45.00
04130 Ending Balance 45.00
Dividend YTD: Year to Date 0.07
CLEARED DRAFT RECAP
Draft# Date Amount Draft# Date Amount Draft# Date Amount
154 04102 105.08 155 04/03 75.00
`Indicates a break in check saguenke.
MONEY MARKET ID 07
04101 Beginning Balance 15,512.24
04130 Payment Dividend 0.200% 2.55 15,51419
Annual Percentage Yield Earned 0.200%from 04/01/13 through 04130/13
0430 Ending Balance 15,514.79
Dividend YTD: Year to Date 11.03
rr.•.6m
Pennsylvania State Employees JEFFREY C ZERBE
p yeas Credit Union
P.O. Box 67013 Harrisburg, PA 17106-7013
SE@Umi
800.237.7326 Member Number. 0184""
psecu.com Statement Period: 04/01/13 to 04/30/13
Page Number. Regular 2 of 2
"The balance used to compute Interest is the unpaid balance each day after payments and credits to that balance have
been subtracted and any additions to the balance have been made.
.»......FEES.."" "
TOTAL FEES FOR THIS PERIOD $0.00
*" INTEREST CHARGED`"""""'
TOTAL INTEREST FOR THIS PERIOD $0.00
2013 Totals Year To Date
Fees Charged YTO
6 � Wells Fargo Home Mortgage
Page 1 of 2
'}< .I.-I PO Box 14547
°` Vie':: s Des Moines,IA 5o3o6-4547
Final escrow account disclosure statement
Loan number: - 0375448263
0001529 - SP 1225 1'014 NONE Statement date: September 22,2613
Account review period: Jan 8033-Sep 2013
ESTATE OF JEFFREY C ZERBE Customer service: 1-eoo-3400473
LV ES SUSANJZERBE Customer service hours: Mon-Fri Gam-1op.m
Sat 8a1h.-2 p.m.CT
3024 N STH ST We accept telecommunications relay service calls.
HARRISBURG PA 17110
Property,address: - -
323 BAILEY STREET.
. NEW CUMBERLAND.PA 17o7o-1208 -
Subject:Final escrow account statement
Dear ESTATE OF JEFFREY C ZERBE
Since your Wells Fargo mortgage is now paid in full,we're writing to provide you with:
Your final escrow account statement
A refund check for$399.46,representing the remaining funds in your escrow account
Review your escrow account history
Please take a moment to look over your Escrow Account History on the reverse side of this letter.It shows the actual and
projected activity for your escrow account The projected amounts reflect escrow activity that was scheduled to occur if your
mortgage had not been paid in full.For your information,prior to this transaction your monthly mortgage payment was
$65649,of which$241.01 was for your escrow account.
Take these important next steps
Now that your mortgage is paid in full and your escrow account has been closed,it's important that you do the following:
About your homeowners/flood insurance:Contact your insurance agent/company to have all future bills sent
directly to you.For your convenience,the insurance agent/company associated with this mortgage is ALLSTATE
- -----INSURANC-E: ---- -- - -- - -" " - - -
About your taxes:Contact your taxing authority.Although we've requested the taxing authority send the tax bill
directly to you,its a good idea for you to also contact your taxing authority.This will ensure that you receive the bill on
time so you will not miss a due date or be charged any penalties.
If you are no longer the owner of the property listed above,contact your insurance agent/company and/or taxing
authority to notify them of this change in ownership and request any applicable refunds be sent to you.
We're here to help you
We're happy to have you as our customer and the opportunity to help with your home financing.Whenever you're ready to
purchase or refinance a home,we're here to help you every step of the way.If you have any questions,please contact us at
the number in the information box above.
Sincerely,
Customer Service
Wells Fargo Home Mortgage
Page 2 of 2
Loan number. 0375448263
The following information covers your escrow account history activity from Jan 2013 to Sep 2013
Payments to escrow(S) Payments from escrow(S) Escrow balance(S)
Date Projected Actual Projected Actual Description Projected Actual
Jan 2013 Starting balance 71447 2SL38 M
Jan 2013 210.51 24LO1' 0.00 0.00 924.98 49239 C
Feb 2013 210.51 24LOI1 0.00 0.00 1,13549 73340
Mar 2013 210.51 241.01' O.00 0.00 1346.00 974.41
Apr 2013 210.51 482.02' 8OL69 832.57' NEW CUMBERLAND BORO 754.82 623.86
May 2013 210.51 24LO1' 0.00 0.00 96533 86467 C
Jun 2013 210.51 24LOI1 0.00 0.00 4175.84 1105.88
Ju12013 210.51 24LOI1 0.00 0.00 1,386.35 1,346.89 G
Aug 2013 210.51 24LO1' 1,175.84 1,188.45' WEST SHORE SD 421.02 39945 -
Sep 2013 210.51 0.01' 0.00 399.46' ESC REFUND 63L53 0.00 C
Totals 1,894.59 2,16g.io 1,977.53 2,420.48
L Indicates where a difference exists between the projected and actual account activity.
Wells Fargo Home Mortgage is a division of Wells Fargo Bank,NA
®2012 Wells Fargo Bank,NA All rights reserved NMLSR ID 399801 ioiBEn
N + Po.Box 658 ACCOUNT NUMBER: - STATEMENT PERIOD:
uN NEW CUMBERLAND,PA 17070 ia00000:298 - Apr.1, 2013-Apr 30, 2013
Tour Community Credt Vnion 800-71-NCFCU 1 717-774-7706 - � _
ADDRESS SERVICE REQUESTED www. +amine ory SUMMARY AT A GLANCE'
Total Shares: 4,676.93
_ Total Loans: 0.00
Total Certificates: 0.00
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Jeffrey il Street
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323 Bailey Street 4
New Cumberland PA 17070.1208
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Page 1 of 2
Joint Owners: Susan J. Zerbe
S1 - SI-Primary Shares
Trans Eff Date Transaction Deposit Withdrawal Balance
Previous Balance 114.98
Apr 30 Dividend........................................................................................... 0.01 114.99
The Annual Percentage Yield Earned is 0.11.
New Balance 114,99
S4 - S4-Share Drafts
Trans Eff Date Transaction Deposit Withdrawal Balance
Previous Balance 423.48
Apr 01 Automated Deposit 102 Us Treasury 312/xxciv Ser...................:... 1,618.81 2,042.29
Apr 03 Ach Deposit 3111036170 Us Treasury 312 Tax Ref--................... 3,248.00 5,290.29
Apr 05 Share Draft Cleared 1791,.....---......................................_............ -400.00 4,890.29
Apr 09 Share Draft Cleared 1792 Wfhm Mortgage Checkpaymt-............... -856.49 4,233.80
Apr 10 Share Draft Cleared 1789................................................................ -116.66 4,11714
Apr 13 Deposit Cash....----......................................................... ........... 159.65 4,276.79
Apr 13 Withdrawal Cash.............................................................................. 550.00 3,726.79
Apr 16 Ach Withdrawal 9783397101 Verizon Paymentrec......................... -7.76 3,719.03
Apr.16.--._.1.- Share D[aTt_Cles_r, d1Z93.,,............ ......... ...._,,.....,,.,....,.,.........,,. - - - - - -7 75.130___3644.03 _._..
Apr 17 Share Draft Cleared 1795......... .........--......--...---.... -200.00 3,444.03
Apr 18 Ach Withdrawal 2141901461 Pinnacieheaithho 7172303717......... -750.00 2,694.03
Apr 20 Deposit Cash................................................................................... 2,700.00 5,394.03
Apr 26 Share Draft Cleared 1798 Wfhm Mortgage Checkpaymt-............... -656.49 4,737.54
Apr 26 Share Draft Cleared 1799..............................--............-.................. 54.00 4,683.54
Apr 26 Share Draft Cleared 1796................................................................ -127.48 4,556.06
Apr 29 Share Draft Cleared 1797................................................................ -25.00 4,531.06
Apr 30 Ach Withdrawal 1008096660 Paws Payment................--... -19.95 4,511.11
Apr 30 Dividend........................................................................................... 0.35 4,511.46
The Annual Percentage Yield Earned Is 0.10.
New Balance 4,811.48
CHECKS CLEARED AT A GLANCE *Indicates a break In sequence
oats Draft Number Amount Data Draft Number Amount Date Draft Number Amount
Apr 10 ❑ 1789 -116.66 Apr16 ❑ 1793 -75.00 Apr 29 13 1797 -25.00
Apr 6 ❑ 1791* -400.00 Apr 17 ❑ 1795* -200.00 Apr 26 ❑ 1798 -656.49
Apr9 ❑ 1792 -656,49 Apr 26 ❑ 1796 -127.48 Apr 26 ❑ 1799 -54.00
'p� 1 ' ACCQ98 UMBER "STATEMENTPECjIOD `
sApr�1 2013,'Apr`30,2013s
Page 2 of 2
S8 - SB-Christmas Club
— Trans Eff Date Transaction Deposit Withdrawal Balance
Previous Balance 12.42
New Balance 12.42
S9 - S9-Vacation Club
Trans Elf Date Transaction Deposit Withdrawal Balanca
Previous Balance 30.06
New Balance 38.06
TOTAL DIVIDEND YEAR-TO-DATE 0.49
TOTAL FINANCE CHARGE YEAR-TO-DATE for all loans. 0.00
EPIC BUFFET
HOLLYWOOD CASINO @ PENN NATIONAL
WWW . HCPN . COM
41 Donna
--- ----------------- ------------
CHK 9 O 2 3 MAY03 ' 13 12 : 3GST 18
----------- ------- ------- -------
16 Weekday Buffet 269 . 82
NO CHOICE
20 %
BUFFET GRAT 53 . 96
FOOD 269. 82
TIP/OTHER 53 . 95
TAX 16 , 19
PAYMENT 339 . 97
CASH 350 .00
CHANGE DUE 10 .03
----41 CLOSED MAY03 12 : 38PM-----
P OQAn 4NgL. +Z1SD
****** THANK YOU *******
• �ggMATIONSt?gb�
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6R 9u AuER CREMATION SERVICES OF PENNSYLVANIA, INC.
OpP �C 4100 Jonestown Road • Harrisburg,PA 17109 • 1-800-720-8221 •Fax 717-541-9943 • Shawn E.Carper,Supervisor
BNNSYI,VAN�A'
130517 MCR-5
Apr 23, 2013
Susan .J. Zerbe
3024 N. 5th Street
Harrisburg, PA
Jeffrey C. Zerbe - Deceased
SPECIAL CHARGES
X Direct Cremation $1 ,695.00
Nationwide Guarantee Program
Worldwide Travel Protection Program
TOTAL SPECIAL CHARGES $1 ,695 .00
PROFESSIONAL SERVICES
X Services of Funeral Director & Staff Included
Dressing/Cosmetizing
Facilities & Staff for Memorial Service
Staff & Equipment for Memorial Service
Private ID Family Viewing
Witnessing the Cremation
Packaging/Forwarding of Cremated Remains
X Personal Delivery/Coordination to Nat` l Cem. $95 .00
Scattering of Cremated Remains.
TOTAL PROFESSIONAL SERVICES $95.00
AUTOMOTIVE EQUIPMENT
Removal Vehicle
Lead Car./Clergy Car
Family Car
Service Vehicle
TOTAL AUTOMOTIVE EQUIPMENT $0.00
MERCHANDISE
Register Book
X Prayer Cards 50 .0 $50.00 6% Tax $3.00 $53 .00
Thank You Cards
Remembrance Package
Alternative Container
X Ivory Plastic Urn $35. 00
Urn Burial Vault Container
Veterans Flag Case
Grave/Memorial Marker
X Paperback Dove Register Book $21 . 20
TOTAL MERCHANDISE $109. 20
CASH ADVANCED ITEMS
Grave Opening
Cemetery Equipment .
X. Harrisburg Patriot News -Tuesday $92.72
Newspaper Notice
Newspaper Notice
Clergy
Church/Sexton/Organist/Soloist
Flowers
X Crematory Charge Included
X County Coroner Fee $25.00
X 1 Certified Copies of Death Certificate $6.00
X 9 Additional Copies $54 . 00
TOTAL CASH ADVANCED ITEMS $1'77 , 7P
SUMMARY OF CHARGES
Special Charges $1 ,695.00
Professional Services $95.00
Automotive Equipment $0.00
Merchandise . .$109.20
Cash Advanced Items $177.72
. ----
CREDITS -$136.00
AMOUNT PREPAID Date May 21 , 2012 -$1 ,720.00
TOTAL $220. 92
AMOUNT PAID Date May 2, 2013 -$220. 92
BALANCE DUE $0.00
THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES
d
Rattan Matl Opemfions
pp Box 14411 Statement data 04/08/13
Des Molnes,w 503063411 Loan number 0375448263
Property address
..r .. 323 BAILEY STREET
NEW CUMBERLAND PA 17070
Customer Service 2 Callne
" ,c wellsfargo.rom
M?Fox
1-866-278-1179 Telephone
1.86&734-8271
Correspondoncc'
PO Box 10335 Hours of operation
t1l I Des Moines,IA 50306 Mon-Fri6a.m-10pm
"IlI11 Ill ln"'lllll�'1�'ICI'1�1�I11�'I�IIIIIIInr11�t�ItI11 Sat8a.m.-2RtsCT
to Payments
1AT 00449/016449/000449 0059 1 AC045T 708 PO Box 11701 Purchase or refinance
JEFFREY C ZERBE Newark NJ 07101 1-800-443-3429
323 BAILEY ST - Weacrept telecommunications relay service calls.
NEW CUMBERLAND,PA 17070-1208
Important messages
umma "Ready to buy your next home?
tY. /�� We're here to help you understand your options,
syment rincipai andLgr intereat.escrow— .^,.$656,/�9.�Un a id prinetpal bolnnco l_$78937J_ so you can make informed home pydecisions
"7trtm«r CLaomm$MCehrsosrpa'e//b�/sueTJi Learn about ourlow down payment Programs,
otal payment due 05/01/13 656.49 recast mta 4500% financing options,and howwe can help make
recast paid year-to-dote $1.18851 buying your next home a rewarding experience.
Escrow balance $L215.42 Call 1-866-418-3476,stop e.Mentio branch,C
or visit wellafargo.com/newhoma Mention Code
DMR7ABL
Need access to funds?
Learn about options novel
Make home improvements with WeOsFargo
.CtlVlty since your last statement Iit Home EguityFinancing.You maybe eligible for
ne Description Total Principal Interest Escrow Other an interest rate discount up to 0.375%1
V08 Payment $656.49 $119,02 "S29646 524101 . Call 1-866-848-7460 today]
Conduct a home energy audit..
The average household spends about$L900 per
year on energy costs A home energy audit can
help you identify ways to reduce those costs
Leam bow by reeding the Department of Energy's
. ' Instructions on how to conduct a dodtyourself
home energy audit Visit
energysavera.gov/your_home/energy_oudits .
to team more.
t F Retum Man Operations Statement date 08/12/13
• i ,1; '�' t PO Box 14411 Loan number 0375448263
Des Moines,IA 50306-3411 Property address
323 BAILEY STREET
NEW CUMBERLAND PA 17070
Customer Service R online
w lisfargmecmi
Fax 19 Telephone
1-866278-1179 - 1-866.234-8271
Correspondence 10335. Hours of operation
ul III III ull t t dr Ld m ds h . . I L Des M. e%I P
Des Mofncs,lA 50306 Mon-Fri 6e.m•10 pm
1AB 0390610999061003906 0309 1 ACOKHO 708 - Sat 8 am.-2 Pm.CT
=Paymants
ESTATE OF JEFFREY C ZERBE PO Box U701 Purchase or roBnance
C/O SUSAN J ZERBE Newark NJ 07301 1-866-M-3026
3024 N 5TH ST
HARRISBURG,PA 17110-2701 We accept telecommunications relay service calls
Important messages
Energize with home improvements
Before making any major home improvement _
'ayment(principal and/or interest,escrow) $656.49 Unpaid principal balance $78,33608 purchases,besureto educateyourself onstste,
(eonren C.na.aoscrvi.ster�.rpayolfb.,a+m.J�/ local,utility and federal incentives for renewable
'otal payment due 10/01/13 $656.49 interest rate 4500% energy efficiency by visiting
Interest paid yeamodate $2,664.10 http-.//energy.gov/savings.
Taxes paid year-todatc $83257
Escrow balance $11587.90
Wessex
lctivity since your last statement
-dte Description Total Principal Interest Escrow Other
8/12 Payment $65649 S12LZ7 $294.21 $24101
asysosoatsw rmxno s,era+-rats t
Plmu detach ardremm mthymrpWnTL Monthly payment
Loan number 0375448263 8 pmt amt A -
s • ' `t"� Current monthly payment due $656.49
t • t'9 ' 4r z t 0 Total payment due 10/01/13 $656.49
-' After 10/16/13 a late charge may apply $20.77 Additional _ r.
principal
Checkhereandsee ESTATE OF JEFFREY C ZERBE Late ,
reversefwaddress charges e
rorreetion maoyosssoW(Xns000rw tacQx Qros
Other
cuJitlstci:unle
d11.111111t'1I Jill,I'I 11'1l1' - charges n .-------------•---
WELLS FARGO HOME MORTGAGE
PO BOX 11701 Additional .�
NEWARK NJ 07101-4701 eacrcw L
otal amount enclosed
'Please do uct send cash)
!YE..
LAST WILL AND TESTAMENT OF
Jeffrey Chases Zerbe
I,Jeffrey Charles Zarba.a resident of the State of Pennsylvania.make,publish and dedaA NO W FPO F F 10 E OF
Wit and Testament,revoickg al wins and codicils at any time heretofore made by ms.. REGISTER OF {'!ILLS
FIRST:I direct that the expenses of my last Illness and funeral.the expenses of the adm ., ���(OOn(1Q!my rt1
estate,and at estate.inheritance and similar taxes payable,With respect to properly indni6Mt¢nNfl 1naYWl PI I 1 04
whether or not passing under this will.and eery interest or perel6es thereon.shall be pad out of my residuary
estate,without apportionment and with no tight of reimbursement from any reclWont of any such MOVE R K O F
SECOND: am not married.I have the following child:Edc Michael Zerbe,born m SeptembA r AAN S' COURT
CUMBERLAND CO., PA
THIRD:1 give all tangible personal property owned by me at the time of my death,inducing without limitation
personal effects.doting,jewelry.furiture,hxniskrgs.household goods,automobiles and other vehicles,
together with all insurance policies relating thereto.to those of my children who survive me,in mbstattially
equal shares,to be divided among them as they shall agrees or if they cannot agree,as my Executor shag '
detemine.All costs insured by my Executor in connection with obtaining possession,appraising,
safeguarding,delivering or seifmg such property shag be paid as expenses of administering my esaa.
FOURTH:I give an dins rest.residue and remainder of my property and esfam,both rest and personal,of
whatever kind and wherever located,that I own or to wNch 1 shall be in any moaner entitled at the time of my
death(collectively referred to as my'residuary aslael,as follows:
(a)To those of my Uvlden who survive me and to the issue who survive me of those of my dxldren who shat
not survive me,per sfirpea.
(b)If Uwe shall be net issue of mine the fivirg.I give my,residuary estate to those who would take from me as
if t were than to die without a will,uumamied and the absolute owner of my residuary estate.and a resider of
the State of Pennsylvania.
FIFTH:If any property of my estate vests in absolute owners*in a minor or Incompetent,my Executor,at any
time and without court authorization,may:distribute the whole a eery part of such property to the beneficiary;or
use the whole or any pat for the health,education.maintenance and support of the beneficiary;or distribute
the whole or any part to a guardian,mmrtittee or other legal representafive of the beneficiary,or to a custodan
for Ure benefxiary unda ary gift m minors Of banters to miners ad,w to the person w persons with whom
the beneficiary resides.Evidence of any such distribution or the receipt therefore executed by the Person to
whom the distribution is made shall be a full dadhage of my Executor from any liability with respect thereto.
even though my Executor may be such person.If such beneficiary is a minter.my Executor may deferthe
distribution of the whole or any part of such property until the beneficiary stains the age of twertlyahe(21)
years,and may hell the same as a separate fund W the beneficiary with all of the powers described in Article
SEVENTH tweet.If the beneficiary des before Attaining said age,any balance shat be paid and distributed to
the estate of tun beneficiary.
SIXTH:I appoint Susan J Zerba to be my Exacutw.It Susan J Zerbe does not survive me,or shag fat to fly
for any realm es my personal representetive.or having qualified shall de,resign or castes to ac for any
reason es my executor,t appoint James J Zerbe as my Executor.To the extent permitted by the laws of the
State of Pensyba 1%this will is intended as and shat be construed to be a ronimerventim will and,after to
probate of this win,ra further proceedings in court shat be necessary ether than to comply with the statutes
relating to the handling of estates under nonintervention welts.No bond or surety or other security,snail be
required of any Persona Representative serving harp nder.The decision to admlrhistar my estate
indWennardy or under court supervision shag be made solely by my personal representative.
SEVENTH:I grant to my Execute all powers conferred upm executors wherever my Executor may act.I also
gram to my ExamW powerto retain,sell at public or private sale,exchange,grant options e,irrveal anti
reinvest,and otherwise deal with any kind of property.real or personal,for rash or on credit:to barrow money
and encumber w Wedge wry property to secure bane;to divide and distribute property In cast or in kind;to
exercise at powers of An absolute owner of properly;to compromise and release claims with or without
consideratm;ant to employ attorneys,mmuhtarts and other persons for aervicee or advice.The term
`Executor whoever used hash sail mom to executors,execular,executrix or administrator in office from
time to time.
E1GNfft I direct tat for purposes of this well a beneficiary shat be deemed to predecease me,unless such
beneficiary survives me by more than thirty days.The terms"child","Children"and issue",as used in this will,
include children and issue hereafter born.
IN WITNESS WHEREOF,I,Jef r��ttC�"harles Zerbe,sign my name and publish and declare this instrument as
my last will and testament this May of A'0 v 20LI.I also have affixed my inifials on the bottom
of each of the`pprr�eecercllii`n'g pages hereof.
JAfifiVy darles Zerbe .
We,the witnesses.at the Testators request,sign our names to this instrument,being first duly swom,and do
hereby declare to the undersigned authority that the Testator signs and executes this instrument as the
Testators will and that the Testator signs it willingly,and That each of us,in the presence and hearing of the
Testator,hereby signs this will as witness to the Testators signing,and that to the best of our knowledge the
Testator is eighteen years of age or older,of sound rand,and and constraint or undue influence.
of 9"
ess of-ZJUL0., �f-f
ass
Witness
z �_
AFFIDAvtT OF WITNESSES:
STATE OF Pennsylvania,COUNTY OF ss.
Before me the undersigned authority,on this day personally appeared:
the Testator,
r'�{r+r C„ Zgel,e having an address at,-v rr.�""�r/Ply "i L.�i.�r�4K/ /70
and each of the undersigned witnesses, /
11141 yIE �%Ai=/having an address at(LV S .f}`- ,z�owll 9"13
750)`)()Y0. 1. EVOMS having an address at, 0 l UlOWVt �11ANt� ClYI�GU P& 11005
VC�JOE L, C(.tS/u having an address at, 6Q/3NJ r +'S k r ����-•��"' , ` `�� �
respectively,being individually and severally duly swom,did depose and say that
The foregoing last will and testament was subscribed in our presence and sight by
Q[t? frw G. '2-0�i eo the Testator named therein.The undersigned witnessed the execution of
said will of C.24wk on this day.
At the time the instrument was so subscribed,the Testator declared said Instrument to be their last will and
testament.The undersigned thereupon signed their names as witnesses at the end of said will at the
request of the Testator,in the presence of the Testator and each other.At the time of so executing said will,
in our respective opinions,the Testator was at least eighteen years of age,and was of sound mind,
memory and understanding, under no constraint,duress,fraud or undue influence,and In no respect
incompetent to make a valid will. In our respective opinions,the Testator was able to read,write and
converse in the English language,and was not suffering from any defect of sight,hearing or speech,or
from any other physical or mental Impairment which would affect their capacity to make a valid will. Each of
us was acquainted with the Testator,and we make this affidavit at their request.Said will was shown to us
at the time this affidavit was made,and we examined it as to the signature of the Testator and our
signatures.Said will was executed as a single,original instrument,and not In counterparts.
TialtUr
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Witness
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mess
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Subscribed,sworn to and acknowledged before me w TelFew n C2-* , ,the Testator,and
subscribed and sworn to before me by the said / t° and f-O&Z-and
as witnesses,thisMday of
Notary Public
My commission expires on
NOTARIAL SEAL
LAST WILL AND TESTAMENT OF J-ejC LD
Dated: /kr►vv�., r ,20 f�. Notary Peblle
SUSQUEHANNA TWP.,DAUPHIN COUNTY
My Comnasston Expires Jul 10,2015
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