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HomeMy WebLinkAbout04-28-14 (2) ---� REV-1500(02-7t) 1505610143 Departmentof axes pennsyF ani OFFICIAL USE ONLY Bureau oflndividualTaxes �Pna,Mexro.rzerexue County Code Year FIIeNumSer PO BOX 260601 INHERITANCE TAX RETURN 21 Harrisburg,PA 17126-0601 RESIDENT DECEDENT 13 00913 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08 12 2013 04 07 1927 Decedent's Last Name Suffix Decedent's First Name MI DONOHOE ELIZABETH M of Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social SecurityNumber THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ❑ 2. Supplemental Return Q 3.Remainder Return(Date of Death Prior to 12-13-$2) 4. Limited Estate 0 4a.Future Interest compromise 5. Federal Estate Tax Return(date of death alter 1212-82) Required e, Decadent Died Testate Decedent Maintained a Living Trust 1 $. Total Number Of Safe Deposit Bones (Aeach Copy of will (Ahern Copy Of epos Trust) --- 0 9. Litigation Proceeds Received 10.Spousal Poverty Credit(Date of Death 11.Election to tax under See.9113(A) f between 12-31-91 and -1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name SCOTT M DINNER ESQ Daytime Tetepione Numbed`' 717 7915800-4 M rn rn rs REGISTEi g ll}S U5E uNLf) First Line of Address D rn 4J rrt 3117 CHESTNUT STREET o =r> Q*t -*1 Second Line of Address 1'." C Yn fn City or Post Office DATE FILED co State PIP HILL PA 17011 Correspondent's e-mail address: smdinner @yahoo.com Under true,penalties and� i eecla�re that IIhh have examined this than th including accompanying schedules and statements,and to the best of my knowledge and belief, Personal representative Is based on all information of which preparer has any knowledge. 31GNAT R PERSONR PDN EFpftF ING RETURN DATE �- LeonardB Donohoe ADDRESS { 109 ny Drive,Mechanicsburg,PA 17055 SIGN PRE REROTHERT EPRESENTATIVE DATE Scott M Dinner Esq APR 2 5 2016 AD E aw Office of Scott M. Dinner 3117 Chestnut Street,Camp Hill,PA 17011 Side 1 1505610143 1505610143 IN J 1505610243 REV-1500EX Decedent's Social Security Number Dec em':Name: DONOHOE, ELIZABETH M RECAPITULATION 1. Real Estate(Schedule A)........................................................................................... 1. 119 , 500 . 00 2. Stocks and Bonds(Schedule B)................................................................................. 2. 820 . 80 3. Closely Held Corporation,Partnership orSole-Proprietorship(Schedule C).............. 3. 4. Mortgages&Notes Receivable(Schedule D)............................................................ 4. & Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E).................... 5. 31 , 442 . 05 6. Jointly Owned Property(Schedule F) ❑ SeparateBilling Requested.............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ SeparateBilling Requested.............. 7. 120 , 0 7 3 . 56 8. Total Gross Assets(total Lines 1 through 7). 8. 271 , 836 . 41 9. Funeral Expenses and Administrative Costs(Schedule H)........................................ 9. 32 , 117 . 50 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)................................ 10. 3 , 704 . 79 11. Total Deductions(total Lines 9 and 10)................................................................... 11. 35 , 822 . 29 12. Net Value of Estate(Line 8 minus Line 11).............................................................. 12, 236 , 014 . 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts forwhich an election to tax has not been made(Schedule J).................................................... 13, 14. Net Value Subject to Tax(Line 12 minus Line 13)................................................... 14, 236 , 014 . 12 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amountof Line 14taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X .00 15. 16. Amountof Line 14taxable at linealratex .045 236 , 014 . 12 16. 10 , 620 . 64 17. Amountof Line 14taxable at sibling rate .12 17. 18. Amountof Line 14ta7able at collateral rate X .15 18, 19. TAXDUE................................................................................................................... 19. 10 , 620 . 64 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 1505610243 1505610243 J REV-1500EX Page 3 File Number 21 - 13 - 00813 Decedent's Complete Address: [DECEDENT'S A Donohoe, Elizabeth M EET ADDRESS 808 Wertzville Road CITY ------ —ii STATE ZIP vi i— -- Enola PA 17025 Tax Payments and Credits: 1. TaxDue(Page 2,Line 19) (t) 10,620.64 2. Credits/Payments A. PriorPayments B, Discount Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 4, if Line 2 is greaterthan Line 1+Line 3,enterthe difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. if Line 1 +Line 3 is greaterthan Line 2,enter the difference. This is the TAX DUE. (5) 10,620.64 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;........... .............................. ...... x b, retain the right to designate who shall use the property transferred or its ...... x c, retain a reversionary interest;or..................................................................................................................... x d, receive the promise for life of either payments,benefits or care?............................................................-.... H x 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving i—' �`� adequateconsideration?..........................................__......................._........____.............._......___..__.............._ 0 OX 3. Did decedent own an'intrust for' or payable upon death bank account or security at his or her death?.-............ 4. Did decedent own an individual retirement account,annuity,or other non-probate property which containsabeneficiarydesignation?........................................................................................................................ 1XI ❑ 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.t,1995,the tax rate imposed on the net value of transfers to orfor the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: •The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. •The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 172 P.S.§9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. pennsylvania DEPARTMENT OF REVENUE SCHEDULE A INHERITANCE TAX RESIDENT DECED NT RETURN REAL ESTATE ESTATE OF Donohoe, Elizabeth M FILE NUMBER 21 - 13-00913 All real property owned solely n 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 willingg seller,neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointlyowned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 contract sales price of decedent's principal residence located at 809 Wertzville Road, Enola, Pennsylvania [see line 401 of HUD-1,Attachment#1] 119,500.00 TOTAL(Also enter on Line 1, Recapitulation) 119,500.00 REV-1503 E%i(688) SCHEDULE B COMMONWEpLTHOFPENNSYLV-1A STOCKS & BONDS INHERIi.NCETA RETURN RESIOEMOECEOENT _J ESTATE OF Donohoe, Elizabeth M FILE NUMBER 21 - 13 -00913 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE 1 Post Holdings Inc. common stock[18 shs.] held in Edward Jones acct. # OF DEATH 896-11108 [see Attachment#4, 45.60 820.80 pg. 2 of 2]. TOTAL(Also enter on line 2, Recapitulation) 820.80 Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE INHERITANCE TAX RETURN CASH, BANK DEPOSITS AND MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Donohoe, Elizabeth M FILE NUMBER 21 13 00913 Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule p ITEM NUMBER DESCRIPTION VALUE AT DATE 1 2013 U.S. individual income tax overpayment/refund OF DEATH 1.732.00 2 M&T Bank Classic Checking account no. 28838130 [see Attachment#21 16,930.13 3 M&T Bank Market Advantage account no. 15004226797073 [see Attachment#31 11,524.92 4 household goods and tangible personal property, including items contained in safe deposit box 1,255.00 @ thrift shop value TOTAL(Also enter on Line 5, Recapitulation) 31,442.05 REV-1510 EX.(off-09) Pennsylvania DEPARTMENT OF REVENUE SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Donohoe, Elizabeth M I FILE NUMBER 1 - 13-00913 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY %OF NUMBER Include the name of the transferee,their relationship to decedent DATE OF DEATH EXCLUSION VALUE OF ASSET DECD'S TAXABLE VALUE and the dale of transfer Attach a copy of the dead forreal estate. APPLICABLE INTEREST (IF 1 1 Edward Jones IRA#896-95096; eight beneficiaries 48,447.10 who are decedent's children/grandchildren (see 48,447.10 Attachment#4- Edward Jones portfolio performance statement]. i 2 SunAmerica-American General variable annuity 71,626.46 contract# P1 3A5001936; two beneficiaries who are 71,626.46 decedent's children/sons(see Attachment#5-Annuity Details statement from Edward Jones]. Note values as of 8/22/13. i i i i i I i i i i i i i i I i TOTAL(Also enter on line 7, Recapitulation) 120,073.56 REV-1511 EX.(10-09) 3; Pennsylvania SCN®ULEN DEPARTMENT OF REVENUE FMMALEIRNSBAM RESIDENT RETURN /"14.lIL�UI THE RESIDENT DECEDENT ------II-- ESTATE OF Donohoe, Elizabeth M _ FILE NUMBER rt 21 - 13-00913 Decedent's debts must be reported on Schedule I. _ ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Sullivan Funeral Home 10,098.00 Enola, PA 17025 2 luncheon @ Enola American Legion 1,258.32 3 grave opening charges-Catholic Cemeteries 1,085.00 4 obituary costs-The Patriot News 30137 5 obituary costs-The News Journal[Wilmington, DE] 315.45 B. ADMINISTRATIVE COSTS: 1. PersonalRepresentative'sCommissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. AttorneysFees Scott M. Dinner, Esquire[est.] 3,780.00 1 Family Exemption_(if decedent's address is notthe same as claimant's,attach explanation) i Claimant Street Address City State Zip RelationshipofCiaimant to Decedent 4. ProbateFees Cumberland County Register of Wills 353.50 5. Accountant's Fees 6. Tax Return Preparer's Fees Martin J. Flannery&Associates, LLP[2013 indiv. income] 200.00 7. OtherAdministrative Costs 6 Estate Notices-Cumberland Law Journal/The Sentinel 232.88 See attached 14,491.18 TOTAL(Also enter on line 9,Recapitulation) 32,117,50 :s; , r. . SScheedtk H y COMMONWEALTH OF PENNSYLVANIA rY'wW iW qt INHERITANCE TAXRETHRN AJ .��y,t�^�yN� RESIDENT DE CE DE NT AM nsta COSb M*d ESTATE OF Donohoe, Elizabeth M FILE NUMBER 21 - 13 -00913 T lement Statement charges[lines 502 and 508 less lines 407 thru 409 of see Attachment#1]. 12,961.18 l contractor charges for panel upgrade - Bones Contracting 805.00 other miscellaneous fix-up expenses related to sale of personal residence 725.00 Page 2 of Schedule H pennsylvania SCHEDULE I DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEBTS OF DECEDENT, MORTGAGE RESIDENT DECEDENT LIABILITIES & LIENS ESTATE OF Donohoe, Elizabeth M FILE NUMBER 21 - 13 -00913 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION T11,U291.43 1 Country Meadows Associates-Outstanding personal care charges 2 PPL, Pennsylvania American Water, Verizon & E. Pennsboro Twp. sewer/trash 3 TruGreen- unpaid customized lawn plan charges 4 Chester Yeager-grass cutting/mowing 5 East Pennsboro School District real estate taxes 6 Diamond Pharmacy TOTAL(Also enter on Line 10, Recapitulation) 3,704.79 REV-1513 Ex+(01-10) Pennsylvania DEPARTMENT OF REVENUE SCHEDULE J INHERITANCE TAE RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Donohoe, Elizabeth M I FILE NUMBER RELATIONSHIP TO 21 - 13-00913 NUMBER NAME AND ADDRESS OF PERSON(S) SHARE OF ESTATE RECEIVING PROPERTY DECEDENT AMOUNT OF ESTATE i Do N.t List Tmstee(s) (Words) I ($$$) I, TAXABLE DISTRIBUTIONS[include outrightspousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Leonard B. Donohoe 109 Nittany Drive I Son one-third of residuary Mechanicsburg, PA 17055 I estate 2 Joseph J. Donohoe 4415 Fargreen Road I Son one-third of residuary Harrisburg, PA 17110 estate i 3 Philip Donohoe 6148 Mifflin Avenue Grandson one-sixth of Ha4A. iburg, PA 17111 residuary estate i r amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. ABLE DISTRIBUTIONS: AL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REV-1513 EX+(0140) pennsylvania DEPARTMENT OF REVENUE SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES continued D RESIDENT DECEDENT ESTATE OF Donohoe, Elizabeth M FILE NUMBER NNAME AND A DDRESS OF PERSONS) I RELATIONSHIP TO 21 - 13 -00913 RECEIVING PROPERTY DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE Do Not ListTrustee(y) (Words) ($$$) ABLE DISTRI13 NS[include outrightspousal distributions,andtransfers under Sec.9116(a)(1.2)] tthew Donohoe 6148 Mifflin Avenue I Grandson One-sixth of Harrisburg, PA 17111 residuary estate I i I I I i I I I I I Page 2 of Schedule J ----ATTACHMENT #1---- pg. 1 of 3 A. Settlement Statement HUD-1 OMB Approval No.2502.0285 1.O FHA 2.❑RHS 3.®Conv.Unins- 6.Flie Number: 7.Loan Number: e.Mortgage Insurance Case Number: CH14.00842 77792293 4.©VA g,Q Coma.Ins. C-Note:This force is formatretl to giveyou a statement of actual settlement costa.Amounts paid to and by the settlement agents are shown.Items marred °(p.o.crwere paid outside the closing;they are shown here for lnformaijonai purposes and am not included in the totals. D.Name&Address of Borrower E.Name&Address of Seger: F.Name&Address of Lander: FERDINANDO J.IOZ21NO,KATIE L IOZZINO THE ESTATE OF ELIZABETH B DONOHOE Metro Balk 529 Bedford Ct,Mecnanics wag,PA 17050 CORRECTLY KNOWN AS ELIZABETH M. 3801 Paxton Street,Harrisburg,PA 17111 DONOHOE 109 Nktany Drive,Mectiaiicsburg.PA 17055 G.Property Location; H.Settlement Agent: I.Settlament Dade:0372712014 809 WERT2VILLE ROAD,EAST PENNSBORO Homesais Settlement Services Disbursement pate:03927=14 TOWNSHIP 4000 Crams Mill Road,Suite 101,Harrisburg,PA 17112 ENOLA.PA 17025 East Pennabono Township 717$71-9676 Piave of Settlement. T.UeE ass 3435 Market Street,Canp Hill,PA 17011 Printed 03126!2014 at 6:01 pm 1bySH 100. Grose Amount Due from Borrower 400, Gmss Amount Dim to Seiler 101. Contract sales pace _- 11-9-,rOM 401. Contract sates prix 119,6M.00 102. Personal aasraty -._,- J- 402. Personal prop" 103. Seipament charges to txxroxer pine 1400)'- 5,343.36 403. 104. -,� 404. 105. 405. AdItratimands,for items paid by seller in advance Adjusunerd,for item paid by seder in advance 106. CityAown sates to 406. Odyltown tun to 107, County Mures 037272014 to 1213112014 339.26 407. County taus 03/2712014 td IV312014 33926 103. Sdw taxes 03771.2014 to 06=014 339.66 408. School tions 03/27!1014 to 060D014 339.66 109. Sewer&Trash 03872014 to03f312014 715 409, Sewer&Trash M7M14to OMl(2014 7,15 110. 410. 1-1. 411, 172- 412. 120. Gross Amount Due from Bomover 125,529.43 420. Gross Amount Due to Seller 120.186.07 200. ArtwuM6 Paid orM Bahalfoi Bortolssr 5W Reductions In Amount Due to SOW i. Depos9twearnest money 2. 501. Excess deposit(see instruction) 202. PdrndPal amwlrtdnewban(sj 115,915.00 502, Settlement charges to raise fillip 1400) 10.06225 203. Existing s taken subject to 5D1 Eidsting loanfill taken sallied to 204. 604. Payoff ol5rst mWW lean 205. 505. Payoff ofsecord Mortgage loan _ 20& 506. 207, 507. 208. SellerASSist 3,585.00 500, Seller Assist 3,585.00 209• 509. Ad' tMttpma unpaid ender Ad usbnenb for insam b Seiler 0. C4Ydoam taxers t0 5 0. /town to 211. County tares to 511. County taxes to 212. Sendai lass to 612. School taxes to 213. 513. 214, 514, 215, 515. 216. 516. 217. 517, 218. 518. 219. 519. 220. Total Paid byftr Romovar 121,500.00 520. Total Reduction Amount Due Seger 13,647.25 300. Cash at SattlamentfmMro BOtfoheer 6011. Cash at Settlement tolfrom Seller 301. Gross saga!due fawn bwlower line 120) 125,529.43 601. Gross arrwunl due to seller pine 429) 120,`186.07 302 Less amwnts fktid hyRw twrtowet pine 220) 121,$00.00 602. Less reductions N amount due seder lame 520) 73.647.25 303. Cash © From ❑ To Borro%mr 4,029.43 603. Cash © To p Fran&etier 106,538.82 �mp�MU�wP�a��O��wtMY 01GFANnMnM1V.Mrubf,nbnrhvpaunC,Wyµbvpbnwbeny,TWbueYMCmve.ia�MpMb,b�lE9P�[wwM YMWIM Mbm.L+, Ne Previous editions are obsd�e age 1 of 4 HUD-1 ----ATTACHMENT #1---- pg. 2 of 3 700- Total Beal Estate Broker Fees $7,170.00 Paid From Paid From Division dcormnosion(im700 as follows. Borrower's Seller's 701. 53685.00 to MC Waller Reeky ds at Funds at 702. $3585.00 to Pnldentrai HomeSale Services Group Settlement Settlement Camrdsswn paid at semernent 7,170. 704. Broker Fee to Prudential Hanesale Seviws Grwp 225 PO 800. kerns P !de in Connection wt@ Loan Wt. Our ongination charge onuudes onginaBon POlnt 0.000%a 50.001 sssfl finvnG #7) Your credit a charc3o(points)far he specifw intense!rate chosen S (Iram GFE 803. Your adjustor arigineiat de09as (form GFEA) SF0.00 Appraise fee to Capital Property Conwkant $375.00 P.O.C. G E#3) 805. Credit report to Equifax solutions ( G E#3) gr .6"a Tax service to W7. Flood cercrtcai w to Woners Kluwer Finanpal SemicesiM (franc E#3) 6. 808, to 900. kerns Leeiertobe Paid(n Advance 901. Dady interest charges front from 03127=1410 04 1 14@7$16.2 51day jtrom E#t ) 1 81,381 1902. Morklage insurance premium awnths to from GFE#3 903, Homeowners klsurance fart years to State Farm (Nan GFE#11) 664.00 904. months to itnornGFENIII 1M. Reeorroe Mpalplotl with Lender 10M.tnhial deposit for your esaowacmunt (from GFE#9) 915.82 1002.Homeowners insurance 3 months S 55.331mordh $165.99 7003, Man age insurance months a$ !month 1004. ProWy lazes M M9ts $ tmon(h 1005 County taxes 2months $ 35.86/north $71.72 1006.School Taxes 10 rnon0ls Q$ 109k2htamh $1.09820 1007.Aggregate Adjushrent $A20.09 1100.Tkk Charges 7 i, Title services 360 lenders tike insurance from GFE#4 1323.00 1102.Sedlement or dosing fee to $ 1103. Owner's We insurance•Old Republic Tike lnswmm Comparry from GFE#5 120.00 1104.Londees We ineorance,�Old RetrAft'rAle Insurance Company $980.00 1105.Lenders Me policy limit$175.915.00 Lenders Policy 1108. Owners 110o policy Grail$119.500.00 Owne's Policy 1107.Agem's portion of the total We insurance prenfium $979.00 to Homesale Settlernent Se hoes 1108. Undervnners Portion of me bt3l tale insurance prernhim 5721.00 to Old ftfLft Thle Insurance Company t 109. lax Cart to Hontesate Setfierrent Servi, 10-00 1110. Notary Fee to Rad ele R Hughes tO.OD 1200. Government Recording and Transfer ClIarges 1201- Government recording charges $ (from GFE#73 227,50 1202. Deed$67.00 Mortgaw S101A0 Releases 1203.Trawler taxes $ (from GFE#B) 1,19500 1204.OIty7County taxfslampe Deed$t 195.00 Mal $ 1206. State Tw0glimps Dead F1,195.00 s 1,196.00 1206. Deed$ Mort $ 1207. Mongage Assignment $59,60 1300,Additional SedlemeM Charges 130 . services that you can shop to ttnml F ) 1 to $ 1303. Pest InsPOW to Alpha Horne Im22glon S75.00 P.O.C.B' 7304. 14 wp to Debbie UpOA.Tax Colledo 44 . 7MY-R-ad-W-9Gf arum to EftwoqUest 775. 1 thane an'amy to Amencan Home Shield 400.0 1307. Sever Transfer Fee to East Penneboro Townshnp Authorty 1 1368. Radw Testing Fea to ha Homeins ion $100,00 P,O.C.B 1309. Here Inspection Fee to Alpha Home Inspection Mroff P.O.C.B' 101, 1 . 1 5,343. 8 10,062.25 'Paid outside of dosing by(8)orrower�Peter,(L)ender,p)nvasta,BM(K)e.^Crotlit by tender shown on page 1.-Creed"by seller shown on Page 1. Previous editions are obsolete Page 2 of 4 HUD-1 ----ATTACHMENT #1---- pg.3 of 3 HUD CERTIFICATION OF BUYER AND SELLER i have carefully mNewwd the HUD-I Settlement Statement and to the hest of my anowk tge and ballet,818 a true and accunda statement of all receipts and disbursements made on my acm nt or by me in this transagkn I further cattily that 1 hour ecai nnJ a copy of me HUD-i StBeemmit Statement FERONANDO J.'IOZZINO KATIE L.IOZZIND / r THE ESTATE OF ELIZABETH 8.DONOHOE CORRECTLY KNOM AS el i The HUD-1 Setuemeld Statement Which i haue prepared is a tnle and*=rate account of this tmmadimt I hay,caused or w81 cause the funds to be disbursed M accordance with this statement SETTLEMENT AGENT ' ..... DATE t WARNING IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010. lOUS edltiOns aM obsolete Page 4 of 4 HUD-1 .^3038 130 aq CLASSIC cusam wnawa r AU9.16-$EP.11,2*13 I OF 2 ----ATTACHMENT #2---- 00 0 06121" W 017 000004254 FJOSIS49DO1709111309 02 000004 130" ELIZABETH N DONOHOE OR LEONARD 9 DONOHOE Ill. 809 WERTZVILLE RD ENOLA PA 17025-1834 INTEMT EARNEDIM STATE"Mt.PERM 0.09 PLAZA INTEREST OAM YEAS.To.DATE Ui p .,'ACCO6N,.T 4 Akv., I N MW, I ND. I APOSINT 1, 16,930.13 M." 11 NS A L31 ze"991.1s I 1 1 7IR".06 1 6.10 0.00 ACCOUNT ACTIVITY --m L 00-1*-13 BEGINNING BALANCE - k 0- -Wig--u DEPOSIT,- - w 08-23-1 S CW= ISSWEIR 97746 *—'40*('o5,397.00, 23,OS8.OS 06-14-23 CKU HUMBER $777 11241.43 A 08-16-23 CWM MEMBER $762 10,098.00 11,668.62 2 06-20-13 CHM NOISER 497*3 1,256.32 10,410.30 08-23-13 CHEM NUMBER 6784 353.5* 10,056.50 66-26•13 CW" WASSER 6770 SIS.45 06-26-23 CHEM 1404SER 0779 303.37 08-26-13 CHEM OPLOPISM &US S09.00 88-26-23 C30MK NINNIES'6766 ".31 08-27-23 CNKK�NUMES_:8780 09-*3-x3 cum *,upsm l787'. " .47, 99-04-13 61ECK womwat 41.36 CHM 340 ib 7."3." 09-11-13 DITEREST PAYMENT 0.18 09-11-m CLOSEOW 8.90 [ENDINS SALOME Ad. 1 $0.60 1 MOVAY 6776 86-13-13 5,397.00 SM 08-14-13 1,291.43 6778 06-26-13 315.45 67" 08-26-13 303.37 8780 08-27-13 1'085.06 67M 06-1*-13 16,096.00 Am 06-20-23 1,250.32 8784 08-23-13 383.50 6785 48-26-13 564.00 67" 08-26-23 29.31 6787 09-63-13 173.47 97" 09-86-13 140.00 6789 09-84-13 41.3* ANWAAL PERCENTAGE YIELD EARNED a 0.00 X ----ATTACHMENT #2---- LW W2) A € STATAN9F>AT � RYlBE ,350Q42,24T930µ73. HHAT�lIRARACEI b�IYAUT-^ .. r fEB.14-�IRY:li2�13; � 1 OF 1 . _ ...90 0 06121E Rot 017 ----ATTACHMENT-#3---- ... 000W4380•iiU5i54kM705lM3O5O20OWW ELIZABETH M AONOHOE Z LEONARD B DdWDAOE � 804 wRTZYILLE.RD INTEREST FJtItltED f8R` 'PERIOD 1.13 9AOHEROAL fL.AZA .'.�•; ;- .WNQEST.PAID YEAR TO � - 1.93 ...;, Y ACCOUNT 9W)W AR.Y. .. . IIiH- Al10HATT 716.a: " . 15,52"2:910 1F 0,80 1" r .00 - _ LJ3 '11,524.07 .... . .... . ACCE it j IVITY 02-ib-1 fBlD.RA1:IdM:E - - 015,522 94 93-15- INTEREST PAVMEMT - 0.36 gg 04-15-1 OS-13-13 INTEREST PAVMT - 0.36 . OS-Mi-13 CUST0M WITHDRAWAL 4,000.00 11,'524. •07 5 BAINR BALANCE ' - AMNAH. PA'g'YCPJMTACE YMtW-EAAWD 0.ft.I 1 HRIETRER Y4M' M A AWAT RATE, RHARDS, .CalElflkTrL YOW. YISIT ANY , R:At1r;1i1tR , .'I- -JAR VISIT NTB.COM TOIAY-fa G�AL:S. ... ZD Ci5:C1T . . : ... +y ATTACHMENT #3---- W� rl G ----ATTACHMENT #4—=-- g oq � o t +$I O o T. i � • �a � H _ x . I W N 0 o m 3b Iz x CL 9rJsom _ ► mao I 1 $ }� p� w be I ----ATTACHMENT #4---- [pg. 2 of 21 X30 _ � B Z Q ! � oo �i " I � i no RS I INj � HI ' c ZL mo i ffi o I I Lo A , go Im = 9 I _ R �? � O N ----ATTACHMENT #5---- s'n■VYardJones Annuity Qetaft ELIZABETH M DONOHOE Branch: 08960 109 NTTTANY DRIVE FA: 896650 FA name: SEAN FERGUSON/ROCCO CANGIALOSI Single:89611108 POLARIS 0 A-CLASS VARIABLE As aP011129M3 Servicer: SUNAMERICA-AMERICAN Current value: 71,626,46 GENERAL Contract number: P13A6001936 Amount invested: 54,155.82 Symbol: POLARISIIA Total amount withdrawn: 3,200.00 Annuitant ELIZABETH M DONOHOE Est surrender value: 91tj82SAS Annuitant SSN/TID: 222-14-6162 Surrender date: Annuitant birth date: 04/07/1926 Est death benefit 71,826.46 Joint annuitant Owner 1: ELIZABETH M DONOHOE Owner 1 Address: 109 NTITANY DR MECHANICSBURG PA Issue date: 05252005 17055 Tenn: Rata: Renewal date: Owner 1 SSNMO: 222-14-6162 Qualified plan? No Owner 1 birth date: 04107/1926 Plan type: Owner 2: NOT AVAILABLE-VERIFY. jAgent. ROCCO CANGIALOSI Owner 2 SSN/TID: 51 111 Fund Allocation Domestic International Fund Value Percent Allocated WELL GOJ/01.BD 100% 6,878.38 9.60 LA GROWTHANC 100% 14,536.64 2029 FED CORP BOND 85% 15°/6 6,932.11 9.68 AMR GRTHANC 90% 10% 18281.00 25,62 AMR AST ALLOC 100% 17,796.77 24.85 INV COMSTOCK 100% 7,201.66 10.05 Current value: 71,626.46 Of «__„ss Name Type REFER TO SUNAMERICA CLIENT RECORDS PRIMARY