HomeMy WebLinkAbout04-11-14 � 1505610140
REV-1500 EX (01-10)
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 8 6 9
Harrisburq PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYVYY Date of Birth MMDDYYYY
0 7 1 4 2 0 1 3 0 9 0 3 1 9 5 2
DecedenYs Last Name Suffix DecedenYs First Name M�
TROUTMAN TRUDY �
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
a 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 Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
J OS E P H C . M I C H E T T I , J R . 5 7 0 7 9 7 8 6 5 1
REGISTf�OF WILLS U�NLY�
�
_�..� � j
.�" � tri
First line of address r~r1 � �,
9 2 1 MARKET STREET ;� � � o �
�a
Second line of address �° � " �-�
C3 �a � 'O —ri
C) � —rt � �
City or Post OffiCe State ZIP Code � FILED '� '
� � O
T R E V O RT O N P A 1 7 8 8 1 � o �+ '
Correspondent's e-mail address: MICHETTI PTD NET —
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on alt information of which preparer has any knowledge.
SIG RE OF PERSON �SP� ON�IBLE FOR FILING RETURN DATE
, ����,��t��S. �h4Gl,�-�h�.,� �, 4/3/2014
ADDRESS
1351 WE IN ST VALLEY VIEW PA 17983
SIGNATURE F PREPAR R OTH THAN EPRESENTATIVE DATE
4/3/2014
ADDRESS
921 MARKET STREET TREVORTON PA 17881
P�EASE USE ORIGINAL FORM ONLY
Side 1
� � �
1505610140 1505610140
� 1505610240
REV-1500 EX Decedent's Social Security Number
DecedenYS Name: TRUDY J. TROUTMAN
RECAPITULATION
1 8 6 0 0 0 , 0 0
1. Real Estate(Schedule A) �•
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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. � 5 1 9 4 . 7 9
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 2 � 7 5 . 9 7
7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property 7 9 5 5 'rJ , 2 3
(Schedule G) � Separate Billing Requested . . . . . . . 7.
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2 $ 2 $ 2 5 • 9 9
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9� � 3 9 7 7 . � 4
10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. � 5 6 2 6 3 . 6 1
��. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. � 7 � 2 4 � . 7 5
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12• � � 2 5 $ 5 . 2 4
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. � � 2 5 $ 5 . 2 4
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 _ � . � O 15. O . � �
16. Amount of Line 14 taxable 7 3 8 6 6 . 4 1 �6. 3 3 2 3 . 9 9
at lineal rate X .045
17. Amount of Line 14 taxable 3 8 7 1 8 . 8 3 ��. 4 6 4 6 . 2 6
at sibling rate X.12
18. Amount of Line 14 taxable � . � O
at collateral rate X.15 � • 0 � �g.
19. TAX DUE 7 9 7 � • 2 'rJ
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
� 1505610240 1505610240 �
REV-1500 EX Page 3, � File Number
Decedent's Complete Address: 2� 13 0869
DECEDENT'S NAME
TRUDY J. TROUTMAN __.
STREETADDRESS
2 Connie Drive
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 7,970.25
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+g) (2) 0.00
3. I nterest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fiil 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) 7,970.25
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;or ................................................................................................ ❑ X❑
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ �
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ �
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 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
3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)�.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in
72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,unde
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1502 EX+(01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
TRUDY J. TROUTMAN 21 13 0869
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
Real Estate situate in Silver Spring Township, Cumberland County, Pennsylvania, 186,000.00
municipally known as 2 Connie Drive, Mechanicsburg, as more fully described in
Instrument No. 201121811, as sold on January 22, 2014, a copy of the settlement
sheet being attached hereto
TOTAL(Also enter on Line 1,Recapitulation.) S 186 000.00
If more space is needed,use additional sheets of paper of the same size.
REV-1508 EX+(6-98�
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS� a MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
TRUDY J. TROUTMAN 21 13 0869
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Personal Property of the Decedent 1,000.00
2. 2003 Chrysler VIN#3C4FY4823T500278 1,000.00
3. PSECU Savings Account No. 1,410.52
9858135222082-S1
4. PSECU Savings Account No. 6,011.31
8856381773702-S1
5. PSECU Vacation Club Account No. 276.74
8856381773702-S2
6. PSECU Christmas Ciub Account No. 351.07
8856381773702-S3
7. PSECU Money Handler Account No. 2,322.54
8856381773702-S4
8. PSECU Certificate of Deposit 2,822.61
8856381773702-S53
TOTAL(Also enter on line 5,Recapitulation) $ 15 194.79
(If more space is needed,insert additional sheets of the same size)
REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE �OINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
TRUDY J. TROUTMAN 21 13 0869
If an asset was made jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. MORGAN N. MOORE 239 Green Acres Lane Grandchild
Herndon, PA 17830
B.JASON A. MOORE 239 Green Acres Lane Grandchild
Herndon, PA 17830
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 SIMIIAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 1/97 PSECU Checking Account 9.53 50. 4.77
#8319842933916-S4
2. A. 1/97 PSECU Savings Account 2,383.80 50. 1,191.90
#8319842933916-S1
3. B 12/98 PSECU Savings Account 1,758.59 50. 879.30
#5771246339668-S1
TOTAL(Also enter on Line 6,Recapitulation) $ 2 075.97
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09) ,
pennsylvania SCHEDULE G
DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
TRUDY J. TROUTMAN 21 13 0869
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPLICABLE) VALUE
1. Transamerica Short Term Bond A, Account No. 6500171234 75,320.10 100.00 75,320.10
Pamela Troutman, Sister, and Jennifer Klinger, Daughter,
beneficiaries-50% to each
2. Great West Retirement Services Deferred Compensation 4,235.13 100.00 4,235.13
Account No. 3347016- Pamela Troutman, Sister, Jennifer
Klinger, Daughter, Morgan Moore, Grandchild, and Jason
Moore, Grandchild, beneficiaries-25%to each
TOTAL (Also enter on Line 7,Recapitulation) $ 79 555.23
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
TRUDY J. TROUTMAN 21 13 0869
DecedenYs debts must be�eported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Auer Cremation Services of PA, Inc. -funeral costs 1,785.00
B, ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2 AttomeyFees: JOSEPH C. MICHETTI, JR., ESQUIRE 7,070.00
3, Family Exemption:(If decedenYs address is not the same as claimanPs,attach explanation.)
Claimant
Street Address
�i�y State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 348.50
5 Accountant Fees:
6. Tax Return Preparer Fees:
7. Harris TV&Appliance-washer repair 62.54
8. PA Electric Utilities-electric service 2,358.95
9. Penn Waste, Inc. -garbage removal 86.34
10. The Sentinel -advertising grant of letters 251.26
11. Cumberland Law Journal -advertising grant of letters 75.00
12. State Auto Insurance- homeowners coverage 429.00
13. Verizon -telephone service 138.67
14. Teresa A. Dobson - notary fees 35.00
15. U.S. Postal Service-overnight mail 19.95
16. Holy Spirit Hospital Laboratory- medical expense, patient balance 30.00
17. The John Hopkins University- medical expense, patient balance 19.75
18. Liberty Land Transfer-express mail and tax certification 17.00
TOTAL(Also enter on Line 9,Recapitulation) $ 13 977.14
If more space is needed,use additional sheets of paper of the same size.
• Continuation of REV-1500 Inheritance Tax Return Resident Decedent
TRUDY J.TROUTMAN 21 13 0869
DecedenYs Name Page 1 File Number
Schedule H - Funeral Expenses&Administrative Costs - B7.
ITEM
NUMBER DESCRIPTION AMOUNT
19. Cumberland County Tax Claims Bureau -2013 delinquent school taxes 955.60
20. Debra Wiest, Tax Collector-2014 County/Township Taxes 29.58
21. Commonwealth of PA-duplicate car title and transfer fees 65.00
22. Reserve for administration 200.00
SUBTOTAL SCHEDULE H-B7 1,250.18
REV-1512 EX+(�2-0$) ,
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
TRUDY J. TROUTMAN 21 13 0869
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. PSECU Visa Account 4,793.69
No. 8856381773702-L9
2. EnerBank USA Account 23,610.80
No. 1206190272
3. Wells Fargo Mortgage Account 127,859.12
No. 0378919369
TOTAL(Also enter on Line 10,Recapitulation) $ 156 263.61
If more space is needed,insert additionai 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:
TRUDY J. TROUTMAN 21 13 0869
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. JENNIFER N. KLINGER Lineal 69,672.88
239 Green Acres Lane
Herndon, PA 17830
2. PAMELA S. TROUTMAN Sibling 38,718.83
1351 West Main Street
Valley View, PA 17983
3, MORGAN N. MOORE Lineal 2,255.45
239 Green Acres Lane
Herndon, PA 17830
4. JASON A. MOORE Lineal 1,938.08
239 Green Acres Lane
Herndon, PA 17830
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.
, , U.S.DEPARTMENT OF HOUSING and URBqN DEVELOPMENT � OMB Na.2502-0265
SETREMENT STATEMENT TITLEPRO"'.
LIBERTY LAND TRANSFER, INC.
B.TYPE OF LOAN
4660 Trindle Road,Suite 201 i.Fr�n 2.RHS 3.CONV.UNINS.
Camp Hill,PA 17011 a.vn 5.CONV.INS.
8.FILE NUMBER: 7.lOAN NUMBER:
Phone:717-975-9915 FAX:717-763-7460 97i3e 2osssoossa
MORT.INS.CASE NO.:
C.NOTE:This form is fumished to glve you a s�temeM d aclual aeltlert�ent aosls.Arnounis Patd ta and by ttie setllert�enC ageirt are shown.
ttems marlmd•(p.o.a)'were pgid outaide tlie Gosing:they ere sliown here 1or uNonneGon puiposes and are not induded in tlie totals.
D.NAME AND ADDRESS OF BORROW ER E NAME AND ADDRESS OF SELLER: F.NAME AND ADDRESS OF LENDER
JermNer N.IOinger Trudy J.Trautrnen EstaEs S6aems Lend'in9.Inc.
239 Green Acres Lene 1351 W.Main St 4 Hutton Centre Drive,10th Fl.
Hert�don,PA 17830 Valley View,PA 1798;f Sanha qrre Cq gz707
G.PROPERTY LOCATION: H.SETTLEMENT AGENT: Llberty L end Transfer I.SETTLEMENT DATE:
2 Conhie Drive
Mechanicsburg,PA 17050 Jan 72 2014
Wadnesday
SiNer Sqing Township PLACE OF SETTLEMENT; �6�2 State Roatl
Cumtierland County,PA pM�� PA���
J.SUMMIARY OF BORRpYVER'S TRANSACTI K SUMMARY OP SELLER'S TRANSAC'TION
100.Gross Amount Due From BortoMrar 400.Gross AmouM Dua W Saller
101.Con6act sales prka 186.000.00 401. Conkact ssles price 186.000.
102. Personal Property 402. Personei Pioperty
103. Seqlertient Charges(line 1400) 4,78620 403.
104. 404.
105. 405.
Adjustrner�fir items paid in advance by seper(s) p,dj�strr�e�g{a-���in advance by sel
ler(s)
O6- Cily/TOwn t�t to 406. Cily/TOwn fa�t yp
107. CounH/C�'tau �0 407. Counry/Cit�'� to
O8.0.ssessmer� to 408.AssessmenTs m
09.Schod Tax 1/2?J2014 to 6J30/2p14 6�.87 409. Schod Tax 1/71I2014 to g/30/2p14 fipg.8
110. �
111. 410. ryp
� 417. m
712. Oo 412. m .
120. Groca AmouM Due 6om Sorrwipr 797,375.07 42p. Gross Amou�t Due M Sellw i88,
00.AmowRs Paid By Or In Behalf Of Bortower 5pp. Reductlons In AmouM Due To Saller
1. Daposit w eartiast mcxiey 501. Excesa depoSN(see Instructiais)
. Princtpel AmouM of new loen(s) 148�800.00 502 SeqlemeM rlrerges to seller Qine 1400) 1.717.
03- 6ds6ng ban(s)taken subject to 503. F�6sting laen(s)tala�subjec;t to
04. 504. PayafF ot Flrst Niortgage Loen
W dls Fer90 Benk NA 171,859.1
� 505. Paydf of Second MOrfgape Loan
6. Gift Equdy 42,529.57 506.Gift Equiry
07. 42.528.5
507. Eacrow-Inheritance Tau 4�000.
OB' �.
9. �.
Adlustrnenls for iherns unpeid by selbr AdF�strneMS Tor items unpeio by seller
..70. Cily/iown f�c Eo 510. Cily/Tam lax �p
y�.c�rc;�,mX vyrzo�a s� imrm�a zs.se s��. ca,Myicnymx v�rzo�a m imrmia �
m
12.Asseurr�tts Op 512.Aaeessrtients y�
13.Sehool Tax !0 513. Sdqol Tax �
14. 60 514. p�
15. fo 515. �
18. . � - to � 516. �
17.
18. 517.
19. 518.
519.
0.Total Pak!bylfor Borrowar 191,359,15 520.Total Reductlon in Amounf Due Seller
178,1
. CASH AT SET7LEMENT FromlTo BORROVYER 600. CASH AT SETTLENIEp7 To/From SELLER
1.Groas anaunt due from bortower(fine 120) 191�375.07 601. Gross Artwuirt due Seper(�ne 420) 186.808.8
.L�a�������r��e�) 191.359.15 602. Less reductlon in amt due seller�ine 520) 176,1352
3. Gsh�FROM �TO Bonowar 15.92 6p3. O �FROM Seller
10.473.
Buyer w Borroweds Sigr�ature
Sel s SignaWre
HUD-t
_ �,..
�
1 • L SETTLEMENT CHARGES Case 0 87138
700. Total Reat Esfats Broker Fees S Paid From PaM From
Division of c�rhmission Qine 700)as ToAo�vs;
8o�rowars Seikrs
701. to Funds At Fw�ds At
702. to SeKlement So/tlement
703. Commission peid gt Sayiert�errt
704. �p
800. ftems Payable In ConneWon YVfEh Loan
807. O�u ixigirmtion charge 5�983.00
(from(GFE#1)
eoz. v«,r Geaa w ai�e�)ror u,e�rner��ace d,ose�3 �s,sae.9s� (fiom(GFE i{2)
�. YO��°�"ad0^� b. (frwn(GFE A) 394.07 0.
�. �F� eo M��� (fiom(GFE#3) 425.00
805. Gedit Repat to Credit Plus (from(GFE 4Ki) 43.66
806. T�c Service to (trom(GFE#3)
807. Flood cerb"fication to (irom(GFE#3)
808. �
809. m
810. �
811. �
812. �
813. bp
814. �p
900. kems Required by Lendpr to Be Paid i�Advgnu
901. Daily fiteres[charges trom 1/222014 to 7H/2014 �$ 18.6300 /day (from(GFE#10) 196.30
902. Nbrf�aa9e insuranoe pemium tor 0 rtiontl�s m (from(GFE q3)
903. HortieoWnefs insurance pemium tw 1 y�rs lo Seleclquo0e qupo (from(GFE#11) 880.00
904• po
1000. Reservas Depos(fed with Lander
7001. Irritlel deposit tor yauf esppw account (fiom(GFE q9) 961.17 0.
1002. Flomeoxmers i�urance 2 Montlis�S 73.33 /AAo�h 146.66
1003. Mor�age Insurance 0 Months�S /AAonih
1004. Property laces 7 Monttis�$ 29.66 /MOnth 207.62
1005. Ta�vnship/Litxary� 7 MoMhs�$ 13.19 IMordh 92.33
1006. Sclwd 5 �Aor�hs�S 178.48 /AAaNh 582.40
1�07. Aggregateqd}ustrrrent - 47.84
1100. Tfqa Charges
1107.'Title seMoes ard IerWer's title in,wrance (from(GFE#4) 1.505.00 0.
1102. Sedlement or closfng fee to LibertY Lard Trarsfer
� 7103. Owners fitle insurance 6u LibeAy land Transfer (from(GFE�f.,) 185.00
7104. Lendefs tltle insurance 1,378.00
7105. Lende�s title P��-Y� S 148�800.00
1106. Ownei's tltle pd7�y lirnit S 188,000.00
1107. AQenCs portion of the eo41 tlHe)nsurance premfum 7.363.50
1108. UrWe+vrr�Tefs portion oT the total title insurance premium 199.50
1109. Fx MaW to Liberty Land Traruier 7.
1110. Tax Cert m Vy�,�T���
1111. m
10.
12(m. GovemmeM Recortlfng and Tranafer Charges
1201. Government recorddrig cAarges (from(GFE#� 756.00 .
1202 Deed S 67.00 Wbr$�age$ gg.pp �{p�
1203. Tiansler� (irom(GFE It8) 0.00
12oa. GblCarrir tex/st�mps oeed E nAortg�e$ Recorder of Deeas
,zos. s�m mxrsmn,ps oeea s n�e a �oraer o��eds
�zos. �
1300. Addttlonal Setllamerrt Charges
1301. Reqtd�ed serNceg that you can st�op fot (irom(GFE il8) 0.00
1302. �p
1303. tip
1304. m
1305. flp
1306. 2013 Sdwd�-es�xow b Liberty Land Tranafer 1.700.
1307. ' m
1400. Totat SettlemaM Charqas(errter on lines 103.SecUons J and 502.Sections q 4.76620 1.717.00
' Pertiea eg�ae thet'ro fleb�ily Is eewme0 Ey Settlement Agent far the eoaxa�,y a inTtxmetlon fumished by dhers es ahown on ttre HUD-1 SettlernerR S�tertient •
HUD CERTIFlCATION Of BUYER3
1 have cmefuly raviewed the HUD-1 Settlemerft Sla�mer»aixf to me best of rtry Imowletlge baNef�ll is a and aawate of all and
disbursements made on my accouM by me in this trensactior�. I fixtlier oeNfy tlret I ived e oopy HUD-1 Se Stet�ent�P�
d� ��s'CO
w 9oncwers sig�,re seu a � �re
Buyerc AACren S P�wlw: Sallera New Address 8 Ptqne:
The HUD-1 S9ttlemeM StatemeM wheh I have preparetl is a tue end aa��ate acmurri of Nis transaelbn.1 have wused or wN puse tha funds b be disbursed In aeooNen�e wMh
�s�� �-zz-/�
semernent neent v oaa
WARNING It b e ciirtw to ImowUgy rtyke{alu ay�enp�y m yw UnAed Slates on Ihb a airy NmOar fam.Penaltlea upon comiction can inUUde a fina antl Im�Maonment For
OemBS sea Title 78:U.3.Code Secfion 100'I erq geqbn 1010.
� r �.
LAST WILL AND TESTAMENT
OF
TRUDY J. TROUTMAN
I, Trudy J. Troutman, of 2 Connie Drive, Mechanicsburg,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this
to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ITEM I . I direct that all my debts and funeral expenses,
including costs and expenses relating to my preference to be
cremated and all expenses of my last illness, shall be paid from
my residuary estate as soon as practicable after my death as part
of the expense of the administration of my estate.
ITEM II. I devise and bequeath all of my estate of every
nature and wherever situate to my daughter, Jennifer Klinger, if
she survives me by thirty (30) days.
ITEM III . If my daughter, Jennifer Klinger, predeceases me or
dies on or before the thirtieth day following my death, I devise
and bequeath all of the rest, residue and remainder of my estate
of every nature and wherever situate to IN Trust, to Pamela S.
Troutman. My Trustee shall divide the assets into a sufficient
number of equal shares so that there shall be set aside one such
share for each child of Jennifer Klinger who survives me, and one
such share for each child of Jennifer Klinger who predeceases me,
said share to be divided equally among his or her issue per
stirpes, and said shares to be managed as follows:
A. If any beneficiary shall have then reached the age of
thirty (30) years, the share set aside for such
-1-
�
.
� ,
beneficiary shall be transferred, conveyed and paid over
to him or her and they will cease to be a beneficiary of
the Trust.
B. If any beneficiary is under thirty (30) years of age,
the share set aside for such beneficiary shall be held
in further Trust by the Trustee, in a federally insured
financial institution. The Trustee shall not be
required to manage the funds for the beneficiaries but
shall hold the funds in an ir,terest bearing account for
the duration - of the Trust and held until each
beneficiary attains thirty (30) years of age.
C. Upon any beneficiary reaching the age of thirty (30)
years, the Trustee shall transfer, convey and pay over
the principal of that beneficiary' s share of the Trust
� and accumulated interest to that beneficiary and they
will cease to be a beneficiary under the Trust. If such
beneficiary dies before reaching the age of thirty (30)
years, upon his or her death his or her interest in the
Trust shall be transferred, conveyed and paid over to
his or her then living issue, per stirpes, in equal
shares, or, if no such issue is then living, to the
remaining beneficiary, if any.
D. If the Trustee, in the exercise of its absolute
discretion, shall at any time determine not to continue
to hold any property in Trust, as hereinabove provided,
it shall have full power and authority to transfer and
pay over such property, without bond, directly to a
beneficiary who is over eighteen (18) years of age or,
where the beneficiary has not yet reached their
eighteenth birthday, to the parent of the beneficiary or
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to the guardian of his or her person or property or to
the person with whom such beneficiary resides .
E. The receipt of the parent or guardian or person to whom
any principal or income is transferred and paid over
pursuant to any of the above provisions shall be a full
acquittance and discharge to the Trustee from liability
with respect to such transfer or payment and from
further accountability therefor.
ITEM IV. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my Will or
otherwise, shall be paid out of the principal of my residual
estate.
ITEM V. I appoint my sister, Pamela S. Troutman, Executrix
of this my Last Will and Testament. In the event of her
• renunciation, death, resignation or inability to act for any
reason whatsoever, I appoint Jennifer Klinger, Executrix of this
my Last Will and Testament . I relieve my Executrix from the
necessity of posting security in connection with her duties as
such in any jurisdiction in which she may be called upon to act.
-3-
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last
Will and Testament, which consists of 4 pages, to each of which
I have affixed my signature this 'V�� day of �,�. , two '
thousand and eleven (2011) .
`�./ • �
Trudy . Troutman, Testatrix
Witness �
L`'� �
�f
Witness
Subscribed and sworn to and acknowledged
before me by Trudy J. Troutman, Testatrix
and subscribed and sworn �o and acknowledged
before me by ,,J ' , (�' , and
/�� �. ;z , wi esses this
Dece er 5, 201 .
�? �-,u
Notary Pu lic
MQTMNL SEAI
ANI�TfE M.�
Nohry P�IM�
H�,l lOR011QM.q�p
�h'c°""^u��M►t.pe�a
-4-
COMMONWEALTH OF PENNSYLVANIA .
• ss . , �
COUNTY OF CUMBERLAND ,
.
We, Trud J. ,Troutman, and l�im G_: � and
�� ��' , the testatrix and the witnesses
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testatrix signed and executed the
instrument as her Last Will and that she had signed willingly, and
that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, ' in the
presence and hearing of the testatrix, signed the Will as• witness
and that to the best of their knowledge the testatrix was at that
time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
V . �
Trudy . Troutman, Testatrix
d�
Witness ... ���
�--� p�� ` `
Witness
Subscribed and sworn to and acknowledged
before me by Trudy J. Troutman, Testatrix
and subscribed and sworn t and acknowledged
before me b 'i ' �` �,; , and
y� � , witn sses this
D ce er 5, 2011 .
. � '
Notary Pu lic
�TfEMa�ApNl�
���ENLAI�
��e.�o�s
LAW OFFICES
OF
DIEHL, DLUGE, cTONES & MICHETTI
921 MARKET STREET
AOBERT E. DIEHL, JR. TREVOATON, PA 17881 MICHAEL AIVI{O
xosERT L. nLUGE, Jx. 570-797-8651 (�e3�-�es�)
HUGH A.JONES FAX:$70-797-1879
JOSEPH C. MICHETTI, JA.
ANTONIO D. MICHETTI
Y.y,�r N
April 8, 2014 � � �
co -� � rn
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rnz � � � �
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Ms. Glenda Farner Strasbaugh c� �., -o -�., -�,
Register of Wills ; � � � � h
Cumberland County Courthouse - � � r n�<
One Courthouse Square a � �' .°��,,,�
Carlisle, PA 17013-3387 �`
Re: Estate of Trudy J. Troutman
File No. 2013-00869
Dear Ms. Strasbaugh:
Enclosed for filing, please find the Inheritance Tax Return in regard to
the above captioned Estate. Also enclosed are checks to cover the filing fee
and inheritance tax due.
Should you have any questions, please feel free to contact my office.
Sincerel yo ,
Josep . Miche i, Jr.
]CM/tad
Enclosures
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