HomeMy WebLinkAbout01-29-14 � 1505610140
REV-1500 EX (02-11)(FI)
OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 2 1 1 3 0 9 1 0
Harrisburg PA 17128-0601 RESIDENT DECEDENT _
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 8 1 4 2 0 1 3 1 2 0 2 1 9 3 1
Decedent's Last Name Suffix DecedenYs First Name MI
U B E R R I C H A R D B
(If Applicable)Enter Surviving Spouse's information Below
Spouse's Last Name Suffix Spouse's First Name MI
U B E R S A R A J
Spouse's Social Security Number
THIS RETUR�I MUST BE FILED IN DUPLICATE WITH THE
1 4 7 2 4 5 8 2 6 REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death
Prior to 12-13-82)
� 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required
death after 12-12-82)
Q 6.Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
� 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11. Election to Tax 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 T0:
Name Daytime Telephone Number
J A C Q U E L I N E A K E L L Y 7 1 7 5 4 1 5 5 5 0
,-_:
,_ .--_—�--
� lt6GISTER OF W�CS US'EbM1�Y �,
i �
C p � I
�. C__ G7 p i
i � � =� � � �
First Line of Address j rn � C-> ---�tt � i
' �f y,,. r N C"r"1 � i
8 4 5 S I R T H 0 M A S C 0 U R T r' : !�' � � � '
�- U, � �, r-�, i
Second Line of Address "� � �—O "�^. ���? I
c'� C7 _r.a � .,-- �'!
S U I T E 1 2 �, `"�' ",-' ==`� ''-�
% ,:w� 4= � t...., �_rt �.
City or Post Office State ZIP Code �____..;�__���A7E��_ � � �
� � �-' �
H A R R I S B U R G P A 1 7 1 0 9 �y' �
Correspondent's e-mail address: JACKIEJLB[a�VERIZON.NET
Under penalties of pery'ury,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.
SI N RE OF PERSON R SPO SIBLE FOR FILING TURN DATE
-� �-�a� �
DR SS
5 HOLLY DRIVE NEW CUMBERLAND PA 17070
S ATUREOFP�PARE H R'�4iANREPRESENTATIVE _DAT�E7 /�
/' V
RES
845 SIR THOMAS COURT, STE 12 HARRISBURG PA 17109
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140 J
� 1505610240
REV-1500 EX(FI) DecedenYs Sociai Security Number
�ecedent's Name: R I C H A R D B • U B E R
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1 2 5 9 9 0 0 . 0 0
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2• •
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. •
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. •
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 2 � 2 7 � . � 8
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 1 3 � 3 9 . 8 2
7. Inter-Vivos Transfers&Miscelianeous N�Probate Property
(Schedule G) Separate Billing Requested . . . . . . . 7. .
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 2 9 3 2 0 9 . 9 0
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 3 1 8 5 2 . 3 1
10. Debts of Decedent,Mort a e Liabilities,and Liens Schedule I 1�. 3 4 9 3 8 . 9 6
9 9 ( ) . . . . . . . . . . . . .
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 6 7 9 1 . 2 �
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 2 2 6 4 1 8 . 6 3
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. 1 2 2 6 4 1 8 . 6 3
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(�.2)x.o _ 1 3 0 3 9 . B 2 15. O . 0 0
16. Amount of Line 14 taxable
at�inea�rate X.045 1 2 1 3 3 7 8 . 8 1 �6. 5 4 6 0 2 . 0 5
17. Amount of Line 14 taxable
at sibling rate x.�2 0 . 0 � ». 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 � • � � 1g. � • � �
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 5 4 6 � 2 . � 5
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT QX
Side 2
L 1505610240 1505610240 J
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 2� 13 0910
DECEDENT'S NAME
RICHARD B. UBER
STREET ADDRESS
507 Nurse Drive N.
___----- --- - -------------------------__.... -.---
T-------------
CITY ; STATE ZIP
Mechanicsburg � PA 17055
Tax Payments and Credits:
1• Tax Due(Page 2,Line 19) (1) 54,602.05
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+g) �2� 0.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 54,602.05
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 ...................................................................... ❑ �
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? ....................................................... ❑ ❑X
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ QX
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 account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ❑ �
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)j.
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 suNiving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)J.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in(�2 P.s.§s��s(a)(�)).
• 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
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
RICHARD B. UBER 21 13 0910
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 decedenYs interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. Real property located at 507 Nursery Drive North, Mechanicsburg, PA 17055 264,900.00
see attached settlement sheet
2. Real prope�ty located at 700 Nailor Drive, Camp Hill, PA 17011 995,000.00
tax assessed value: $995,000 x 1 (CLR) _ $995,000
TOTAL(Also enter on Line 1,Recapitulation.) $ 1 259 900.00
If more space is needed,use additional sheets of paper of the same size.
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCETAXRETURN pERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
RICHARD B. UBER 21 13 0910
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. Sovereign Bank 11,355.34
Checking Account 0601164032
2. New Cumberland FCU 48.00
S1-Savings Account xxxxxxx577
3. New Cumberland FCU 2,180.60
S4-Checking Account xxxxxxx577
4. New Cumberland FCU 46.00
S1-Savings Account xxxxxxx300
5. New Cumberland FCU 3,002.16
S3-Money Market Account xxxxxxx300
6. New Cumberland FCU 1,702.58
S4-Checking Account xxxxxxx300
7. Highmark; premium refund 258.50
8. Reimbursement for sewer; from sale of real property @ 507 Nursery Dr, Mech, PA 108.27
9. Reimbursement for school tax; from sale of real property @ 507 Nursery Dr, Mech, PA 1,568.63
TOTAL(Also enter on Line 5,Recapitulation) $ 20 270.08
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
RICHARD B. UBER 21 13 0910
If an asset was made 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. Sara Jane Uber 507 Nursery Drive North spouse
Mechanicsburg, PA 17055
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR 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. TD Ameritrade Account 783-005199 comprised of: 11,522.86 50. 5,761.43
cash: $800.36
Alcatel Lucent(ALU): 195 shs @$2.78 = $542.10
Freddie Mac(FMCC): 8,248 shs @$1.18 = $9,732.64
LSI Corp (LSI): 58 shs @$7.72 = $447.76
2. A. 10/2011 Sovereign Bank 567.99 50. 284.00
Checking Account#1390087336
3. A. 1983 New Cumberland FCU 300.09 50. 150.05
S1-Savings Account xxxxxxx326
4. A. 1983 New Cumber�and FCU 151.35 50. 75.68
S3-Money Market Account xxxxxxx326
5. A 1983 New Cumberland FCU 5,537.31 50. 2,768.66
S4-Checking Account xxxxxxx326
6. A. 2007 2007 Buick Lucerne 8,000.00 50. 4,000.00
sold to private party
TOTAL(Also enter on Line 6,Recapitulation) $ 13 039.82
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RICHARD B. UBER 21 13 0910
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hetrick Cremation Services 283.52
2. Funeral flowers 159.00
3. Funeral guest book 23.84
4. Funeralluncheon 1,065.30
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2, ,attorneyFees: Jan L. Brown &Associates 9,000.00
3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• ProbateFees: Cumberland County Register of Wills 113.50
5 Acxountant Fees:
6. Tax Retum Preparer Fees:
7. The Sentinel; legal advertising 178.92
8. Cumberland County Legal Journal; legal advertising 75.00
9. Sovereign Bank; date of death valuation fee 20.00
10. Recorder of Deeds; copy of Deed 5.00
11. Register of Wllls; additional probate fees 740.00
12. settlement costs; property at 507 Nursery Dr, Mechanicsuburg, PA 20,145.73
13. car transfer title fee 22.50
14. FSA filing fee 20.00
TOTAL(Also enter on Line 9,Recapitulation) $ 31 852.31
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES&LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RICHARD B. UBER 21 13 0910
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Holy Spirit Hospital; outstanding medical bill 387.00
2. Sovereign Bank 34,151.96
Home Equity Line of Credit; Account#4549176857
3. NCFCU; check cleared after death 400.00
TOTAL(Also enter on Line 10,Recapitulation) $ 34 938.96
if more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
RICHARD B. UBER 21 13 0910
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. Sara Jane Uber Spousal 13,039.82
507 Nursery Drive N Sch F property
Mechanicsburg, PA 17055
2. Linda S. Young Lineal 606,689.40
5 Hilly Drive
New Cumberland, PA 17070
3. Carolyn U. Shaw Lineal 606,689.41
118 Turtle Hollow Drive
Lewisberry, PA 17339
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
R� � �
� ��� ����
LAST WILL AND TESTAMENT
� OF
RICHARD B. UBER
I,RICHARD B. UBER,now domiciled in Cumberland County, Pennsylvania,declare this
to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral,and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance,estate,and succession taxes(including interest and penalties thereon,but not
including any generation skipping tax)payable by reason of my death on any property or interest in
property, including taxes assessed on jointly held assets and nonprobate assets, shall be paid out of
and be charged generally against the principal of my residuary estate without reimbursement from
any person. The tax shall be paid and allocated from my residuary estate before my residuary estate
is divided into shares for my residuary beneficiaries. This provision is not a waiver of any right
which my Executor has to claim reimbursement for any such taxes which become payable as the
result of any property over which I have the power of appointment.
- i -
Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed,located with my Will or with my valuable papers and found within 30 days of
the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give,devise and bequeath, IN EQUAL SHARES,to my daughter,LINDA S. YOUNG,of
York County, Pennsylvania, and to my daughter, CAROLYN U. SHAW, of York County,
Pennsylvania. It is my wish that LINDA S.YOUNG and CAROLYN U. SHAW use a portion
of the funds for my son, RICHARD B. UBER,for a period NOT to exceed ten (10)years and
NOT to exceed a total amount of One Hundred Thousand Dollars ($100,000.00)over that ten
(10) year period.
If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give,
devise and bequeath her share to her issue who survive me, per stirpes, or if she has no issue, the
share(s) are to be added equally to the other shares.
Article V
Except as otherwise provided in this Will,I have intentionally failed to provide for any other
persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar as I have
failed to provide in this Will for any of my relatives,and/or issue now living or later born or adopted,
such failure is intentional and not occasioned by accident or mistake. Specifically, RICHARD B.
UBER and his lineal descendants are not to inherit any monies or property,personal or real,under
- 2-
the terms of this Will.
Article VI
If any person(s) or entity(ies) singularly or in conjunction with any other person or entity
directly or indirectly, by legal proceedings or otherwise in any court, Register of Wills office,
department of court records division or other tribunal that in substance contests the validity of this
Will,including any gifts,devise,or other provisions,amendments or codicils thereto for that person
or persons under the Will, then the right of that person(s) or entity(ies) to take any interest in my
estate shall cease, and that person(s)or entity(ies)shall be deemed to have predeceased me without
issue.
Article VII
I understand and direct that my life insurance, annuities, individual retirement accounts
(IRAs), in trust for bank accounts and any other assets on which I may designate a beneficiary will
pass to the beneficiaries that I have named and will not be controlled by the distribution provisions of
this Will. I also understand and direct that any assets I own jointly with another with rights of
survivorship or a presumed rights of survivorship(whether the joint ownership was created before or
after this Will) will pass to the surviving joint owner and distribution of such assets will not be
controlled by the provisions of this Will.
Article VIII
If a beneficiary under this Will has not attained the age of thirty(30) years, the share of the
beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the
terms in Article IX.
- 3 -
Article IX
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
A. To expend and apply so much of the net income and so much of the principal of the
Trust as the Trustee shall consider advisable for the support, health, care and education (including
college, trade school,or other similar training or education) of the beneficiary until the beneficiary
attains the age of thirty(30) years.
B. Upon attaining the age of thirty(30)years,the remaining principal and accumulated
income of the beneficiary's share shall be distributed outright to the beneficiary.
C. If any beneficiary dies before the complete termination of his or her trust,the Trustee
shall divide any remaining trust property into shares for the beneficiary's issue then living, per
stirpes, or if none, in accordance with the provisions in Article IV of this Will.
D. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner,
nor shall any interest be subject to claims of his or her creditors or liable to attachment,execution,or
other processes of law.
Article X
I hereby appoint LINDA S. YOUNG as Trustee of any Trust(s)created in this Will for the
benefit of CAROLYN U. SHAW's lineal descendants. In the event of the renunciation, death,
resignation, or inability to act, for any reason whatsoever of LINDA S. YOUNG, I nominate and
appoint my son-in-law,THOMAS SHAW,of York County,Pennsylvania,as Successor Trustee of
any Trust(s) created in this Will for the benefit of CAROLYN U. SHAW's lineal descendants.
- 4 -
I hereby appoint CAROLYN U. SHAW as Trustee of any Trust(s) created in this Will for
the benefit of LINDA S. YOUNG's lineal descendants. In the event of the renunciation, death,
resignation,or inability to act,for any reason whatsoever of CAROLYN U.SHAW,I nominate and
appoint my son-in-law, EDWIN S. YOUNG, II, of York County, Pennsylvania, as Successor
Trustee of any Trust(s) created in this Will for the benefit of LINDA S. YOUNG's lineal
descendants.
Article XI
In order to carry out the purposes of the Trust established by this Will, the Trustee, in
addition to all other powers granted by this Will or by law, shall have the following powers over the
Trust estate, subject to any limitations specified elsewhere in this Will:
(a) to retain in the form received and/or to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(� to file fiduciary/income tax returns and pay the tax due for any year for which such a
return is required,
(g) to make distributions in cash or in kind,or in both,and to determine the value of any
such property,
- 5 -
(h) to employ any attorney, investment advisor,or other agent deemed necessary by my
Executor or Trustee; and to pay from my estate reasonable compensation for all their services,
(i) to conduct along with or with others,any business in which I am engaged in or have
an interest in at the time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
Article XII
I nominate, constitute, and appoint LINDA S. YOUNG as Executrix of my Last Will and
Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of
my Executrix, I nominate, constitute and appoint CAROLYN U.SHAW as successor Executrix of
my Last Will and Testament. I direct that my Executrix or successor Executrix be permitted to serve
without bond and in addition to those powers granted by law,I grant them power to distribute in cash
or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living.
My Executrix and successor Executrix shall receive reasonable compensation for services rendered
to my estate.
Article XIII
In addition to the powers conferred by law, I authorize my Executrix and successor
Executrix, in her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale,any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
- 6-
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d} to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(� to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind,or in both,and to determine the value of any
such property,
(h) to employ any attorney, investment advisor,or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death,
(j) to file any qualified disclaimer I could have if living, and
(k) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
- 7-
IN WITNESS WHEREOF,I,RICHARD B.UBER,hereby set my hand to this my Last Wi11
and Testament, on �� i J�.O .� �, 2012.
��� � - C���--
RICHARD B. UBER
In our presence, the above-named RICHARD B. UBER signed this and declared this to be
his Last Will and Testament, and now at his request, in his presence, and in the presence of each
other, we sign as witnesses.
�Name � Address
,
845 Sir Thomas Court,Suite 12 Harrisburg PA 17109
�� ,
845 Sir Thomas Court.Suite 12 HarrisburQ PA 17109
- 8-
I, RICHARD B. UBER, Testator, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will,and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
RICHARD B. UBER, the Testator,
on N0�(,tx.t�r I� , 2012.
�I�.7K� �� '�— ��h�� n} . (,��
Notary Public RICHARD B. UBER
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Melissa L. Smith, Notary Public
Gettysburg Borough, Adams County
My Commlaslon Explres June 13, 2014
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testator sign and execute this
instrument as his Will; that he signed and executed it willingly as his free and voluntary act for the
purposes therein expressed;that each of us in his sight and hearing signed the Will as witnesses,and
that to the best of our knowledge, that he was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
, ,
�' " 1
bY J G�C � ' � Q,�
and�► W" ess
witnesses, on t\Gv2Xxbcr / a , 2012. �'� ^
� Wit ss
—�--, �;1`-�
Notary Public
COMMONWEAITH OF PENNSYLVANIA
NOTARIAI SEAL
Melissa L. Smith, Notary Public
Gettysburg Borough,Adams County
My Commlt�lon Expires June 13, 2014 " 9'
ro er a
er
Cumberiand County, PA
:� �-, - - `� f r : �° - �
,�r r v + }"`
� .9 ��" Y'Si. �� 1 t �- l� :�``'� ,i i'"'%. � J �_i��,�-��i, S
, �;� , i�. } ,. ><! i.._,� ri' �
� r.'• �ti.'•' - ` ty � r •fi
�-. T._ Z '� •� ,.-r -C-l� - -7 ^)�..'�y ,. - •
, � � ;� ,�� ��
� �•e!'�.' 4 �^` y��' �
f t �" �� :`�t < ^� ly � '_— t � �� rJ':
:[F�� � - �
- ti:�Y �k-
,� }- � _ __-
�', �� _ `..� ''�' 'S�� 1 � •
—�i;,s � � i '`'-- ,ti Y � —
u� - � � r ` � �''� � %��'� �'
�- �� 5 ,_���., �,)!�1 ' i�_ '��-��_� 4r _ �.
�i,1 'l _ ti.t � ��� 1
-� y� ' } ) "_ -', �'I �.
� ���� i� � � �'� �`� .���
.'� ' ' �' '1 _'` ;,5. '`.
� {- ` ``�j "i 'I' "i' _�`�'•
� ...,'J �� ?'` �� �� 1 .
�j �' ,�. � ,i, , ',` �
J= 4 �,` ,i n f� .)�.
�rj � 1 �S i l
�,�•y io�k�,'� f�, � ,� - -- .�__.�. �''�
`,,, ° '� r>,' i �' ��s
�i � � ,�—'-`� �yt, �I _ I � '
� 3. '�t __r'' `. �— —�- 1 �,� ;-��
� !r. , rt� . [ Y� � r.�-^ , � _
Copyright 2011 Esri. All rights reserved. Tue Sep 3 2013 11:29:09 AM.
700 NAILOR DRIVE
PIN: 13-23-0549-229
Deedbook: 201000871
Owner: UBER, RICHARD B ETAL
Land Use Code: 211
Property Type: CA
Acreage: 1.25
Square Feet:
Taxable Status: T
Clean & Green Status:
Land Assessed Value $: 210000
Building Assessed Value $: 785000
Total Assessed Value $: 995000
Sale Price $: 1
Sale Date: Sun Jan 10 2010 07:00:00 PM
Year Built:
Municipality: LOWER ALLEN TOWNSHIP
Height in Stories:
Type of Dwelling:
Primary Exterior:
Basement Percentage:
Air Conditioning:
Total Rooms:
Bedrooms:
Full Bath:
Half Bath:
��l -
�� l �� ��-��,� oflos�$
�
Tax Parcel No. 13-23-0549-229
DEED
TH/S DEED, made this 6�'day of January in the year of aur Lord two thousand ten (2010).
BETWEEN RICHARD B. UBER and CALVIN W.WILLIAMS, JR., as co-partners, of Cumberiand
County, Pennsylvania
Grantors
and RlCHARD B. UBER , an adutt individual,
Grantee
WlTNESSETH:
In consideration of the sum of One ($1.00) Dollar, in hancf paid, receipt whereof is hereby
acknowledged, the said Grantors do hereby grant and convey unto the said Grantee:
ALL the following described tract of Vand, with any improvements thereon erected, situate
in Lower Allen Township, Curnberland County, Pennsylvania, bounded and described as
follows:
BEGlNNING at a point at the intersection of the southern side of Orchard Road with the
westem side of Nailor Drive; thence along the western side of Nailor Drive South forty-nine
(49} degrees seventeen (17) minutes East, a distance of eighty-eight (88) feet to a point;
thence stifl along the same, along a curve to the left having a radius of four hundred
eighty-five and fifteen hundredths {485.15} feet, an arc distance of fifty-five and four
hundredths (55.04)feet to a point; thence still along the same South fifty-five (55) degrees
forty-seven (47) minutes East, a distance of one hundred seventy and ninety-eight
hundredths (170.98) feet to a point at lands now or formeriy of Cedar Run, Inc.; thence
South forty-one (41) degrees nine (09) minutes West, a distance of two hundred thirty-five
and one hundredth (235.01) feet to a point; thence North thirty-twa {32} degrees thirty-
eight (38} minutes West, a distance of three hundred thirty-three and seventy-seven
hundredths (333.77) feet to the southern line of Orchard Road; thence along the southem
side of Orchard Road North forty-five (a5) degrees East, a distance of one hundred
seventeen and twenty-two hundredths {117.22) feet to the westem line of Nailor Orive, the
point and place of BEGINNING.
CONTAINING 54,519 square feet and having thereon erected a twenty-four unit
apartment building known as No. 700 Nailor O.rive.
BEING the same as surveyed by D.P. Raffensberger Associates on October 12, 1973,
BEING THE SAME PREMIS�S, which Martin J. Hoffman and Mary Jane Hoffman,
husband and wife, Walter G. Reich, Jr. and Eileen J. Reich, husband and wife,. Bemard
Stambaugh, a single individual, Combustion Heat and Power, Inc., a Pennsylvania
I0/25/2013 11:03:26 AM CUMBERLAND COUNTY Inst.#201000871 -Page 1 of 5
Corpo�ation, and Gerard T. Melato, joined by his wife, Geraldine L. Mefato, by their Deed
dated December 21, 1995, recorded in the Office of the Recorder of Deeds of
Cumberland County in Deed Book 132, Page 1138, granted and conveyed unto Richard
B, Uber and Calvin W. Williams, Jr., as co-partners.
And the said Grantors hereby covenant and agree that they will specially warrant the property
hereby conveyed.
IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seals as of the
day and year above first written.
WITNESS:
i�� �[.�Me� � � � (SEAI)
Richard B. Uber
��� � � 1 '
,
(SEAL)
Calvm W. Wiliiams, Jr.
COMMONWEALTH OF PENNSYLVANIA :
. ss:
COUNTY OF CUMBERLAND .
On this the 6�' day af January, 2010 before me, the undersigned o�cer, personally appeared
RICHARD B. UBER, known to me (or satisfactorily proven) to be the person whose name is subscribed
to the within instrument, and acknowledged that he executed the same for the purposes therein
contained.
!N WITNESS WHEREOF, I hereunto set my hand and official seal.
ii'"�%���
Notary Public
C�:"r,.�.,,,�.,,�.._� �,;. ,-�:.,.�,,,,...,�'�
:.k,.` ,. .
!n:rli rr �� �r�. . � r.:'�...
�ci .S t'a [.� .i'�
�+�'c� �.,'1 �i.. _. . J � . ... �,- .",J
i�i� L:.,... �_.. ..l . ..._ 'WW .. ..
10/25/2013 11:03:26 AM CUMBERLAND COUNTY Inst.#201000871 -Page 2 of 5
COMMONWEALTH OF PENNSYLVANIA :
. ss:
COUNTY O�CUMBERLAND .
On this the 6"' day of January, 2Q10 before me, the undersigned officer, personally appeared
CALVIN W. WILLIAMS, JR., known to me {or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that he executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and o�cial seal.
�ij'.�/l'
Notary Public
COMr44NL1l�AlTH OF PF.�".+'S"!1,f�!"!!A
�d0i.';�'AL ��:i`.L
MARK K. E�•��2Y, P'�::;► f�c,';!��
City of H�rris����sT, C>,�,,:in Ge�vity
�l�y �0i?TI�St31 L.".;::T�� Ju��. lU, lil��.
CERTtFICAtION OF ADDRESS
I do hereby certify that the precise residence and complete post o�ce address of the within
named Grantee is:
`�� � l�� �,s�E�.--,� E /"/ . i�d,-���.5,��<� (� l�v�
-�--r—�----"--
> /�
�
/
��r.� fo Grantee
:387302
10/25/2013 11:03:26 AM CUMBERLAND COUNTY Inst.#201000871 -Page 3 of�
REV-i83 EX(7-08)(FI) RECORDER'S USE ONLY
REALTY TRANSFER TAX State Tax Vaid � � -� �
� pennsylvania STATEMENT OF VALUE Book Number
OEPAR�MFNT Uf REVFN�/C
Buroau of Iadivtdual TaxQS Paqe Number �
POBOX�8o6o3 Date Recorded
NaMsburg PA i7u8-o6o3 See Reverse for Instructions t�
Complete eacn section and ftle in duplicate with aecorder of Deeds when{1)tJ�e full value/consideratlon is not set forth in the deed, (2)the
deed is without consideration or by giR,or(3)a tax exemption is claimed.A Statement of Value is not required if the transfer Is wholly exempt
from tax based on family relationship or public utility easement. lf more space is needed, attach additfonal sheets.
A. CORRESPONDENT-All inquiries may be diretted to the following person:
Name Telephone Number:
Ralph H.WrigM, Jr., Esquire (717)761-4540 �
Street Address Ciry State ZIP Code
301 Market Street �emoyne Pa 17043
B. TRANSFER DATA Date of Acce ance of Document JwN, � z vo 9
�rantor(s}/�essor(s) Grantee(s)/�essee(s)
Richard B. Uber and Calvin W.Williams, Jr. Richard B. Uber
Street Address Street Address ��—
507 Nursery Drive________._______ 50T Nur�r Drive
City State Z1P Code City State ZIP Code
Mechanicsbur PA 17055 Mechanicsbur PA 17055
C. REAL ESTATE LOCATION
Street Address City,Township, Borough
700 Nailor Drive ___�.�. Hil w r All T i _. ___
County School District Tax Parcei Number
Cumberland West Shore 13-23-0549-229
D. YALUATION DATA
1.Actual Cash Gonsideration 2.Other Consideration 3.Tota1 ConsiGeration
0.00 + 0.00 = 0.00
4, County Assessed Value 5. Common Level Ratfo Factor 6. Fair Market Value
84Q 000.00 x 1.26 = 1 058 400.00
E. EXEMPTION DATA
la. Amount o(Exemption Claimed lb. Percentage of Grantor's[nterest in Real Estate lc. Percentage of Grantor's interest Conveyed
_ 1,058,400.04 50 -----_—--- - -50 -- -------
2.Check Approprtate Box Below for Exernption Claimed
❑ WIII or Intestate succession. ____
(Name of Decetlenq (EState F+ie ivumbei)
❑ Transfer to Industrial Development Agency.
❑ Transfer to a trust. {Attach complete copy of trust agreement identifying all beneficiaries.)
❑ Transfer between principal and agent/straw party. (Attach complete copy of agency/straw party agreement.)
❑ Transfers to the Comrnonwealih, the United States and [nstrumentalities by �ift, dedication, condemnation or in
lieu of condemnation. (If condemnation or in lieu of condemnation, attach copy of resolution.)
❑ Transfer from mortgagor to a holder of a mortgage in default. (Attach copy of Mortgage and note/Assignment.)
❑ Corrective or confirmatory deed. (Attach complete copy of the deed to be corrected or confirmed.)
❑ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
� Other (Please explain exemption ciaimed, if other than listed abave.) .Transfer of.p�r�ngr�hi�property to a_.__ ___
partner having a 50%partnership interest in the property,and having held such interest in the property slnce December 21,
1995. Reg. Sect. 91.193{b)((13).
Under penaftfes of law, I declare that I have examined this statement, Including accompanyinq I�formation, and to
the best of my knowledge and beltef, It is true, cor�ect and complete.
Signatur po dent or sponsible P Dat
. . G �.v<�
FAILURE TO CO PLETE THIS FORM PROPERLY OR A7TACH REQUESTED DOCUMENTATION MAY RE5ULT IN
THE RECORDER'S REFUSAL TO RECORD THE DEED.
10/25/2013 11:03:26 AM CUMBERLAND COUNTY Inst.#201000871 -Page 4 of!
ROBERT P. ZIEGLER
RECORDER OF DEEDS .;, '
CUMBERLAND COUNTY -
1 CUURTHOUSE SQUARE � ` -
CARLISLE PA 17013 = �
� ,- ,
717-240-6370 � � � � '
= a � ;
_;,,�,
��..,.,.,,,,,�.:_ .
Instrumeut Number-201000871
Recorded On 1/I 1/2010 At 12:43:54 PM *Total Pages-5
*Instrument Type-DEED
Invoice Number-59087 User ID-MSW
*Grantor-UBER,RICHARD B
*Grantee-UBER,RICHARD B
*Customer-ASSURED LAND
*F'EEs
BTATE TRANSFER T.AX $s,292.0o Certifcation Page
STATB WRIT TAR $0.50
STATE JC3/ACCESS To $23.5o DQ NOT DETACH
JUSTICE
RECORDING FEES — $12.50 'I']�!S a e is now 8t'
RECORDER OF DEEDS P g P t
PARCEL CERTIFZGATIQN �io.00 of this legal document.
FEES
AFP'ORDABLE HOUSING $11.50
COUNTY ARCHIVES FEE $2.00
ROD ARCHIVES FEE $3.00
WE3T 3HORE SCHOOL $2,646.00
DISTRZCT
LOWER ALLEN TOWNSHIP $2,646.00
TOTAL PAID $10,647.00
I Certify this to be recorded
in Cumberlaad County PA
au
�'�"L"�'�—/
RECORDER O�
r�o
"-Iaformation denoted by an asterisk may changc during
the verificat(on process xnd may not be reflected on this page.
OOOSCB
III IIIIIIIIIIII I I Illillll NI
10/25l2013 11:03:26 AM CUMBERLAND COUNTY Inst.#201000871-Page 5 of 5
. •
sp�MEM��y,o OMB Approvai No.2502-0265
a `m
o'���= A. Settlement Statement (HUD-1)
9e�N oNfc�
B. 7ype ot Loan
t.�FHA 2.Q RHS 3.�X Conv.Unins. 6. File Number. 7. Loan Number. 8. Mortgage Insurance Case Number.
4.Q VA 5.�Conv.Ins. �1BROSE-AUGUSTINE 0210247706
C. Note: This/orm is/umished fo give you a statemenf o/actua/settlement costs. Amounts paid fo and by Me settlement apent are shown.
Items marked'(p.o.c.)'were peid oulside fhe closing;fhey are shown here lor inlormatronal purposes and are not included in the fota/s.
D. Name and Acldress of Borrower: E. Name and Address of Seller: F. Name and Address of Lender.
Robert D.Artibrose,Jr.and Eshate of Richard B.Uber SunTrust Mortgage Inc.
DaAene A.Augustine by Linda S.Young,Executor 9p1 Semmes Avenue
1701 Susquehanna Street Richmond,VA 23224
Harrisburg,PA 17102
G. Property Location: H. Settlement Agent 23-2083639 I. Settlement Date:
507 Nursery Drive NoAh Kerwin 8 Kerwin,LLP
Mechanicsburg,PA 17055 4245 Shate Route 209
January 3,2014
Cumbertand County,Pennsylvania Elizabethville,PA 17023 Ph. (717)3623275
Tax Parcel No.42-10-0256-101 Place of Settlement
4075 Market Street
Camp Hill,PA 17011
J. Summary of Bortowers tra�action K. Summary of Sellers VansacUon
100. Gross Artaunt Due from Borrower. 400. Gross Amount Due to Seller:
101. Contract sales ce 264,900.00 401. ContraG sales 'ce 284,900.00
102. Personal 402. Personai
103. Settlement Cha s ro Borrower Line 1400 11,134.26 403.
104. 404.
105. 405.
Ad ustmeMS fw Rema id Seller in advance Ad ustmeMa fw kems M Seller in advance
106. Sew�er Bill 01l04l14 to 04l01/14 108.27 406.Sewer Bill 01/04/14 to 04/O7/14 108.27
107.Coun Taxes to 407.Coun Taxes to
108. School Taxes 01/04/14 to 07l01/14 1,568.63 408.School Taxes 01/04/14 to 07/Ot/14 1 568.63
109. 4pg.
110. 410.
111. 411.
112. 412.
120. Gross AmouM Due from Borrower 277,711.16 420.Gross Amount Due to Seller 266,576.90
200. AmourMs Paid b or in BeAaH of Borrower 500. Reducdons In AmouM Due Seller.
201. it a eamest mone 2.000.00 501. Excess de it see insWctlons
202. Prind al artaunt of new loan s 124,900.00 502. Settlement cha s W Seller Line 1400 20,136.95
203. Exis6n ban s taken sub'ect to 503. Existln loan s faken sub'ed to
Z�• 504.Payoff Flrsl Mortgage fo Sanfander Bank 34,151.96
205. 505.Pa ff Second a
206. lication Fee POC 5p.pp �.
2��• 507. De ft disb.as roceeds
208. 508.
209. ypg.
Ad ustrnerKa for ftema un id b Seller Ad ustmeMs for kems un id b Seller
210. Sewer Bill to 510.Sewer Bill fo
211. Coun Taxes 01/Ot/74 to 01l04/14 8.78 511.Coun Taxes 01/01/14 to 01/04/74 8.76
212. School Taxes to 512.Sdiool Taxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. ToWI Paid b lfor Borrower 126,958.78 520. Total ReducUon Amourk Due Seller 54,297.69
300. Cash at Settlemerk homRo Borrower 600. Cash at settlemeM tdfrom Seller
301. Gross amount due from Bonower line 120 277,711.16 601. Gross amount due to Seller line 420 266,576.90
302. Less amount paid b/fa Borrower(line Y20 ( 726,958.78) 602. Less reductions due Seller(Iine 520 �( 54,297.69
303. Cash Xa From � To Borrower 150,752.38 603. Cash �To � From Seller 212,279.21
•vale ouuWe d M bona�eiiB�sUd(s}IenAertl�a tlwr09artY(T)
The unders(gn hereby adcrw�Medge recefpt of a completed copy of this shatement 8 any adachments referrpp to herein
Borrower ��yr,� �(l /�l jr-//rr,�j�'- - ����`_ ) i
Seller !�� X
R D.Am rose,Jr. � !�sta� of RicFiard B.Uber Llnd . oung,Executor
aAene A.Augustine
The PuEic Reparlin9 Burden fa Cus caCec�m d nlortrulbn is esbnale0 a135 miw�e6 7��aW��M cabcti^9.�e�iewi^0.antl repatNq Ihe Aab.This apency maY nM ca�ect tt�is in/amatbn.an0 YW aze nd rep::veG b
CampletB tl1b fOrm.lnbss M QiEpbys a I.Lrtently valtl OMB tontrd numEer.No ConM100nEiNY 6 asBUrW:tl�0 tl6tlowra u m3nEi�ory.TTib fs E86ipnBA lo WM'i08IhB PaNeB b a RESPA CovBreG VanSaClbn wiN hlOnna6dl
OulMp tl�e 681tl�n1 proCeBS-
Page 1 of 3 HUD-1
(AMBROSE-AUGUSTIN E.PFD/AM BROSE-AUGUSTINE/42)
L.Settlement Char es
700.Total Reei EStete Broker Fees `- S 15,894.00 ` Paid From Paid Fmm
Division o commission(line 700)as/o!lows: Borrowers Sel�efs
701.S 7 947.00 to ��II Banker Funds at FuMs at
702.S 7,947.00 to Coldwell Banker Semement Settlement
703.Cortunission aid at settlement 15 894.00
704.Brokers Fee to Coldwell Banker 300.00 325.00
705.Home Wartanry(5540.00) to AHS (Paid by Lisbng Agent)
800.kems Payable in Connectlomwith Loan
801.Our ori inabon char e Indudes Oti inatlon Pdnt 0.00%or 50.00 S 1 874.00 from GFE#t
802.Your credit a char nfs fa the s dfic inte2st rate chosen -1 249.00 from GFE#Z
803.Your ad'usted ori ination cha es from GFE#A 625.00
804. rafsal fee to from GFE#3
805.Credit Re W CREDCO from GFE#3 25.00
806.Tax service to from GFE#3
807.Flood certifipUon to CORELOGIC from GFE#3 6.00
808.Pro Ins .Waiver to SUNTRUST MORTGAGE 6om GFE#3 75.pp
809. from GFE#3
810. �G��
81�• (from GFE tf3)
900.Items Required.by Lendar to 8a Pafd in Advanee r :
, ,
901.Dai interest cha from 01/03/14 W 02I01/14 29 510.230000/da from GFE#10 �,g7
902.Mortgage insurance premium for months tp (from GFE#3)
903.HomeoNmefs insurance fa 7.0 years to State Farm (irom GFE#11) Ssq,pp
�• (trom GFE#17)
�5. (from GFE#11)
_ __
1000.ReServes M�4A�Ited wWi Lender ' - .
1001.Initlal deposit for your esaow account (from GFE#9) 2,767.87 .
1002.Horneovmers insurance 4.000 months Q S 46.16 per month S 184.64
1003. a insurance monfhs S r month S
�ooa.�oPeny�es �.000 monms � s so.s� Per monm s so.s�
1005.P Taxes 9.000 months 278.14 i month 2 503.26 School
1006.Sewer Bill months � S per month S
1007. rtanths � S per month 5
1008. S
1009.Aggregate Accounting Adjustrnent S -10.94
1100.Title Chalges -
1101.Title services and lenders tltle insurance (from GFE#4) 1,449.95
1102.Settlement a dosf fee s
1103.Owners tltle fnsurance fo Stewart Title Guarenty Company (from GFE#5) 7pp.pp
1104.Lendefs 6tle Insurance Oo Steuvart Title Cwaranly Company S 1,225.00
1105.Lenders title policy limit S 124,900.00
1106.Owners 6tle poliq limit S 264,900.00
1107.Agenfs portion of the total 6tle insurance premium �qge��
S 1,636.25
1108. Underwriters porbon of the[ohal title insurance premium to Stewart TiUe Guaranty Company S 288.75
1109.Deed Preparatlon Fee to Guardlan Trensfer S 125.00
1110.OvemlghtMail Fee to U.S.Postrnaster S (payo� ��.�
1111.Nohary Fee W Kerwin&Kerwin,LLP s t0�
1112. _
1113. s
1200.GovemmeM Recordtn and Transfer Cha
1201.Govemment recordin cha es to Recorder of Deeds from GFE#7 �gg.pp
1202.Deed S 69.00 Mo a e S 99.00 Releases S Other S
1203.Transfer taxes to Recorder of Deeds (from GFE#8) Z,gqg,pp
1204.Ci /Coun tax/stam S 2 649.00 5
1205.State ha�Jstam s S 2 649.00 S 2.649.00
1206.
1207.
1300.Additlunal SettlemaM Charges,
1301.Required serviees that you can shop fa . (from GFE#6) 83.00
13D2.Tax Service Fee to ValuTree S 83.00
1303.2014 Counly/Township Taxes to Dennis Zerbe,Tax Cdlecta S 1,091 A2 ''
1304.Resale Cerfifiqte to Property Management,Inc. S 150.�
1305.Hortieowners Quarterty Assessment Fee to Winding Hill Homeowners Assoc. S 118.75
1306.Radon Mitigatlon b Bass Air Quality Sysfems S 775.00
1307.Tax Certificadon W Dennis 2erbe.Tax Collec0or S t S.Op
1308.Sewer Bill W Upper Allen TownshiP S (10/1/13 to 3/31/14) �4.pp
1309.Master Assoc.Initiation Fee to Wtnding Hill Master Assodation S Zpp,pp
1310. HOA Ini6ation Fee b Winding Hilt Horneowners Assoc, j 25 pp
1400.Topl Setdemer�t Charges(enter on ilqes 103,Sectlon'J and:502.SacUon Kl 11;134.26 20'136.95
•aa�e a,rnwe a claCq M bonu»ar19��ebr(s�krMert��or miiu�any(i>. . . i`�
By sipnYip page 1 d Nit ataiemen4 M sipnabMS xWaweOpe receip d a canple�e0 copy d pape 2 d 3 d aq �/�
Kerwin 8 n,Settlement Agent
Cer6fied to be a true and correct copy
Page 2 of 3 HUD-t
(AMBROSE-AUGUSTI NE.PFD/AMBROSE-AUGU STI N E/42)
Comparison of Good Fakh Estimate(GfE)and HUD-1 Charges Good faith Estimate HUD-1
Charpes Thaf Cannot Increase HUD-1 Line Number
Ouroriginadon charge #801 1,874.00 7,874.00
Your credit a charge(points)for the specific rate chasen #802 -7,249.00 -1,249.00
Your adjusled origfnation cAarges #803 625.00 625.00
Transferhaxes #1203 5,298.00 5,298.00
Charges That in Total Cannot Increase More than 10� Good Fakh EsHmate HUD-1
Govemment recording charges #1201 218.00 168.00
Creditreport # 605 25.00 25.00
Flood certiBpBon #807 6.00 6.00
Property Insp.Waiver # 808 75.00 75.00
Total 324.00 274.00
Inaease behveen GFE and HUD-1 Ctiarges S -50.00 a -15.43
Charges That Can Chanpe Good Faith Estimate HUD-1
Initial deposit fa yvur escrow account #1001 4,340.00 2,767.87
Daily inter�t charges #901 S 70.230000/day 296.67 296.67
Hortieovmers insurence #903 840.00 554.00
Title services and lender's 6tle insurance #1101 1,632.00 1,449.95
Owners title insurance to SlewaA Title Guaranly Company #1103 7pp,pp 700,pp
Tax Service Fee #1302 83.00 83.00
Loan Terms
Your initiat loan amount is S 124,900.00
Your loan term is �p,pp y��
Your inkial iMerest rate fs p.ggpp q6
Your initlal monthly amount owed for principal,Interest and S 1,205.47 indudes
any mortgage insurance ia
QX Prinapal
Q Interest
� Mortgage Insurance
Can your fnterest rote rise7 �X No � Yes,it pn rise to a maxirtwm of %. The first
cha�ge will be on and can change agafn every_rtanths after
. Every change date,your interest rate can fnaease a decrease
by %. Over the life of the ban,yaur interest rate is guaranteed
to never be bwer than %a higher than %.
Even H you make paymerds on t(me,can your losn balance rise? �X No � Yes,it pn rise to a mawmum of S
Even N you make paymeMs on tlme,wn your monthly QX No � Yes,the first increase can be on and the mo�thly
amount owed fw principal,IMerest,and mortgage insurance Nse7 amount owed can rise to S
The maximum it pn ever rise to is S
Does your loan have a prepayment penalq/t X No Yes, r mawmum re a
❑ ❑ Y� P P Yment penalty is S
Does your loan have a balloon payment? QX No � Yes,you have a balloon payment of S
due in_years on
Total monthly amouM owed including escrow accouM paymeMS ❑ You do not have a monthly escrow payment fa items,such as property
taues and homeowners insurance.You rtwst pay these items directly
yourself.
XQ You have an additional monfhly esaow payment of E415.21 tt�at results
in a toMal inidal monthly amount owed of 51,620.88. This indudes
prindpal,interest,any rtartgage Insurance and any items checked belpNr.
XQ Property faxes XQ Homeowners insurance
� Flood insurance QX School Taxes
D ❑
Note: If you have any questions about the Settlement Charges and Loan Tertns listed on this fortn,please conhact your lender.
Page 3 of 3 HUD-1
(AMBROSE-AUGUSTIN E.PFD/AM BROSE-AU GU STI NE/42)
� HUD-1 Attachment
Borrower(s):Robert D.Ambrose,Jr.and Darlene A. Seller(s): Estate of Richard B.Uber
Augustine
1701 Susquehanna Street by Linda S.Young,Executor
Harrisburg,PA 17102
Lender:SunTrust Mortgage Inc.
Settlement Agent:Kerwin&Kerwin,LLP
(717)362-3215
Place of Settlement:4075 Market Street
Camp Hill,PA 17011
Settiement Date:January 3,2014
Property Locatton:507 Nursery Drive North
Mechanicsburg,PA 17055
Cumberland Counry,Pennsylvania
Tax Parcel No.42-10-0256-101
Seller Loan Payoff Details
Payoff First Mortgage to Santander Bank
Loan Payoff 34,151.96 As of 01/19/14
Total Additional Interest days @ 3.670000 Per Diem
Total Loan Payoff 34,151.96
Adjusted O�igination Charge Details
Origination Charge
Origination Fee 1,249.00
to SunTrust Mortgage Inc.
Processing Fee 575.00
to SunTrust Mortgage Inc.
Appiication Fee
50.00
to SunTrust Mortgage Inc.
Total S 1,874.00
Origination CrediUCharge(points)for the speci�c interest rate chosen
CrediUCharge -1,249.00
to SunTrust Mortgage Inc.
Total 5 -1,249.00
Adjusted Origination Charges S 625.Ot►
Reserves Deposited with Lender
Homeowner's Insurance 184�
4.000 at 46.16 per month
County/Twp/Borough 90.91
1.000 at 90.91 per month
2014/15 School Taxes 2,503.26
9.000 at 278.14 per month
Aggregate Accounting Adjustment -10.94
Total S 2,767.87
Title Services and Lender's Title Insurance Details BORROWER SELLEi2
WARNING: It is a crime to krrowingly make false statements to the Unked States on this or any similar form. Penalties upon convictton can
include a fine and imprisonmeM. For details see: Title 18 U.S.Code Sectlon 1001 and Sect(on 1010.
(AMBROSE-AUGU STI N E.PFD/AMBROSE-AUGUSTI NE/42)
� . --
HUD-1 Attachment- Continued
I Overnight Mail Fee (Settlement Package) �g.gs
� to U.S.Postmaster
i Incoming Wire Fee 10.00
j to Mid Penn Bank
, insured Closing Letter 75.00
, to Stewart TiUe Guaranty Company
Settlement Fee 100.00
to Kerwin 8 Kerwin,LLP
Notary Fees 20.00
to Kerwin&Kerwin,LLP
Lender's title insurance 1,225.00
to Stewart TiUe Guaranty Company
' Total a 1,449.95 S O.Od
I
I
I Owner's Title Insurance BORROWER SELLER
I
' Owner's Policy Premium 700.00
to Stewart Title Guaranty Company
Total S 700.00 S 0.00
Lenders Titie Insurance
� •fees also shown above In Title Servtces and Lenders Title Insurance DeWils BORROWER SELLER
! Lender's Policy Premium 1,025.00
to Stewart Title Guaranty Company
Lender's Endorsement Charges 200.00
Endorsement Endorsement Charge
ALTA Endorsement 100(Restrictions-No Apparent 50.00
Existing Violations)
ALTA Endorsement 300(Mortgage Survey Exception) 50.00
ALTA Endorsement Form 900(Environmental Protection 50.00
Lien)
ALTA Endorsement Form 820(Planned Unit 50.00
Development)
Total 5 1,225.00 S 0.00
WARNING: It is a crime to knowingly make false sWtemeMs to the United States on this or any similar form. Penalties upon conviction can
include a flne and imprisonment. For details see; Title 1g U.S.Code Section 1001 and Sect(on 7010.
(AM BROSE-AUGUSTI NE.PFD/AMB R OS E-AUGUSTI N E/42)
2007 Buick Lucerne CX Sedan 4D Trade In Values - Kelley Blue Book Page 1 of 2
g ZIP COOE:17304� Si9n in(or Sign up)
home { car values � cars for sa!e � car reviews � KBB top picks ( research taols
2014 CHEVROLET IMPALA Popular at KBB.com
lt�s bctki stunning antl sa�e.The Impaha�s innovaLtE safety iQatures indutle FO
�"-�_�� -�-+ atarulard c+ir bags.'antl avai�Lic hsatures su:h;is FoMnrd Coilisasn A!�rt.Lana
Dapatt:ue N�arrnnp antl Side BImO Zone A)eR. The 40 mpg Cars of 2013
8�ild Yr�ur Own Reouest a Ouo1e Loca;e a Store
qdv,.,:xm.!nl .. . . .. .
Why dds�
Nome>Car Values> Buick> Luceme> 2007�Style> Options>CX Sedan 4D BuiCk j�: LuCeme ;�. zQQ7 I•`,. C6o
Your Blue Bool� Value Shaw Used Car Pnces�Price Your Next Car
� 2007 Buick Lucerne �,-;�: .,_ �„�o ,R��Q�
�"�., '�``�� �� Siy1e:CX Sedan 4D �`
F.��ie, 2'�
' t • ft
:� ._.,.��. .. ,
Edit opdons�Check specs Mfleage:42344 Change ��;a ct�car � � . �
Trade In Get an Instant Sell to a ;
to a Dealer Cash Offer Private Parky �Prinr re�x�rt q�.
"'��' ",� � ,��:.
� " �a ���..���e, Y
�— Seli Your Current Car � f��'`= ; °�`���. ;a
� Reach millions of buyers on �^�°•���'s�'��'��"� wnyads�
F•„ �� `� y�=� KBB.com and AutoTradeccom
Cnnd.t,on ��
$9,089
♦ �G��� Place an ad
corw..c.+on � •� • �
W
:W!
}�
Start Shopping for �� . t �, # ,
Your Next New Car
• �
Browse all new cars GO �
;,,.. _..,_.,�,; bycategory
= f` Sedan �-i G@t A S�b►:
Fair Condition
vah�es valid for your area throuyh 10/24,r2013
Track this car's values h;ve,?ner�nt yrM,�,
Tell Us About This Car
Owrrers tike you rated tlie 2007 Lucerne BJ out Write your own review
of 10. � �
Next Steps to Selling Your Car ,����'����`�����
1 ;
"��''�`°'4� Get an Instant Cash Offer
Auto Start your offer
�d�,� Find dealers ready to buy i �
or trade in your car-today!
�
Benchmark Local Prices �e listings
See what dealers and prNate sellers in
your area are asking for your car.
Recently Viewed Cars � My Saved Cars Save car �
http://www.kbb.com/buick/lucerne/2007-buick-lucerne/cx-sedan-4d/?condition=fair&veh... 10/23/2013
JAN L. BROWN �L ASSOCIATES
ATTORNEYS AND COUNSELORS AT LAW
JAN L. BROWN.ESQUIRE BRENDA F. KEPHART,LEGAL ASSISTANT
JACQUELINE A. KELLY.ESQCIRE JUDITH A. EBERSOLE,ADMINISTRATIVE ASSISTANT
CHRISTA M. APLIN,ESQUIRE MELISSA L. SMITH,LFGAL ASSISTANT
TRICIA J. BELANSFK,LEGAL ASSISTANT
January 28, 2014 = �
c� - � m
� Q .r" y-� c->
+y C:� G? p
Register of Wills w � �.? c;, �
Cumberland County Courthouse � ��,. r �., �=,�; �
One Courthouse Square r-,`�,. ="' �, � "' `"'
Carlisle, PA 17013 �; �� " -� ° �
�a c� � -�- ��
f-, �:`> -�� � c°�r
;�y ��= f--�
Re: Estate of Richard Uber . ��.} rv ;=�= f'�
Estate No. 2013-00910 � �� � �" �
Executrix: Linda S. Young
Gentlemen or Ladies:
Enclosed please find the following items for filing with the Register of Wills:
1. An original and one copy of the Inventory.
2. An original and two copies of the Inheritance Tax Return.
3. Check payable to Register of Wills, Agent in the amount of$54,602.05 representing the
inheritance tax liability shown to be due.
4. Check payable to Register of Wills in the amount of$740 representing the additional fee
for the Grant of Letters.
Please time stamp and return our file copies of the Inventory and Inheritance Tax Return.
Also, please provide us with the appropriate receipts.
If you have any questions, feel free to contact this office.
Sincerely,
��� �.1-9--�-:�._ �
r-,
� �,.
Jacqueline A. Kelly
JAK/tj b
Enclosures
cc: Linda S. Young
Olde English Gap • 845 Sir Thomas Court • Suite 12 • Harrisburg, PA 17109
Telephone(717)541-5550 • Fax(717)541-9223 • Email:JLBassoc@janbrownlaw • www.janbrownlaw.com
�
$3.29 os2s000�sza,s,
US POSTAGE FIRST-CLASS MAIL FROM 17109
J � � stam�
�,
� � y , � ,�� o�i2ai2o�a
USPS FIRST CLASS MAILO
JAN L. BROWN
845 SIR THOMAS COURT, SUITE 12
HARRISBURG PA 17109
�
SHIP Register of Wills � o =�" � �
To: Cumb County Court House � �; � -`'' °
_:�>
� -�
1 Court Ho«s� S uare Ofc � � " ���� `�
q 7} ►— rv ¢-r� r-�
Carlisle PA 17013-3301 � �`- � "' =� �
-._> c" �c ca �
i���lll�„III������ILJL�,II���IIJL�����Illl������illl���l `� � �� `�' `T' �
��� ti.> -,; �
�:.J t.... �� C`�7
. "�� � �- t'Y 1
_� "'; � � C�Jyn�
Y" a •�