HomeMy WebLinkAbout05-12-14 _J 1505610143
REV-1500 EX(02-11) ` '
PA Department of Revenue OFFICIAL USE ONLY
p pennsy lvania County Code Year File Number
Bureau of Individual Taxes °E°^a*�TOFeevEN°E
Po 60x.280601 INHERITANCE TAX RETURN 21 13 0791
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
07 12 2013 07 14 1942
Decedent's Last Name Suffix Decedent's First Name MI
REICHERT WILLIAM C
(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
F 1. Original Return 2. Supplemental Return 3. Remainder Return(Date of Death
Pnor to 12-13-82)
❑ 4. Limited Estate 4a.Future Interest Compromise 5. Federal Estate Tax Return Required _
(date of death after 12-12-82)
g Dewdent Died Testate Fac ie 'vaiote nest a Living Trust 0 B. Total Number of Safe Deposit Boxes
(Attach Copy of W I) 1 pY )
9. Litigation Proceeds Received 10,Spousal Poven pretliti(Date of Death 11.Election to tax under Sec.9113(A)
S 1231 Ji and -1-95) (Attach Schedule 0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (717) 761 4540
REGISTER OF WILLS USE PALY
C,3
c I
r
First Line of Address O C'
-0 p
301 MARKET STREET "� z
T2 C')
r-t r!
Second Line of Address
PO BOX 109 r�
City or Post Office State ZIP Code DAITE FJLEIb1
LEMOYNE PA 17043 v + ^~' rr I' f
y, ry cn o
Correspondent's e-mail address: egm(Ndsw.com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
Ql_% , .:... l_"�0 y.,, Christine L WIEST
ADDRESS
115 Nittany Drive Mechanicsburg, PA 17055
SIGNA RE OF PREPARER OTHER THAN REPRESENTATIVE DATE
4� �?� Edmund G. Myers
ADDRESS
301 MARKET STREET, Lemoyne, PA
1505610143 Side 1 1505610143 J
�l
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name. REICHERT, William C
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 94 , 000 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 11 , 333 . 02
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous f�{oq Probate Property
(Schedule G) u Separate Billing Requested............ 7, 189, 171 . 68
8, Total Gross Assets(total Lines i through 7)........................................................ 8. 294 , 504 . 70
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 32 , 143 . 63
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)............................ 10. 3 , 734 . 57
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 35, 878 . 20
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 258 , 626 . 50
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. 258 , 626. 50
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 0 . 00
(a)(1.2)X.00 15.
16. Amount of Line 14 taxable 258 , 626 . 50 16. 11 , 638 . 19
at lineal rate X .045
17. Amount of Line 14 taxable 0 . 00 17. 0 . 00
at sibling rate X .12
18. Amount of Line 14 taxable 0 . 00 18. 0 . 00
at collateral rate X.15
19. TAX DUE................................................................................................................ 19. 11 , 638 . 19
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L„ 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0791
Decedent's Complete Address:
DECEDENT'S NAME
REICHERT,William C
STREETADDRESS
906 Valley Road
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 11,638.19
2. Credits/Payments
A. Prior Payments
B, Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3) 25.77
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 11,663.96
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;.................................. ❑ ❑x
c. retain a reversionary interest:or............................................................................................................... ❑
d. receive the promise for life of either payments,benefits or care?............................................................ ❑
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ ❑
receivingadequate consideration?.................................................................................................................... x
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑
contains a beneficiary designation?.................................................................................................................. x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
for dates of death on or after July 1, 1994 and before Jan,1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or far 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
fling a lax 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)1.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)). A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
REICHERT,William C 21-13-0791
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
Include a copy of the deed showing decedents interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate located at 906 Valley Road, East Pennsboro Tvvp., Cumberland County,PA- 94,000.00
Estate sold on April 18, 2014. A copy of the HUD-1 Settlement Sheet is attached.
TOTAL(Also enter on Line 1, Recapitulation) 94,000.00
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev. 01-10)
Rev-1508 E%+(11-10)
SCHEDULE E
Pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property lomtly-owned with the right of survivorshlp must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Comcast-Reim bursement/Refund on Account 6.28
2 Farmers Insurance-Reim bursement/Refund on Auto Policy 44.34
3 Merrill Lynch Auto Fund -Direct Deposit to Account 630.00
4 Reimbursement/Refund-Checks Returned to Account 128.47
5 Wells Fargo/Revenue Rebate 250.00
6 PNC Bank Checking Account No. 5140301246 5,670.65
7 2002 Mazda Protege-Valued using Kelly Blue Book. Valuation is attached to this Return 2,012.00
8 Personal Property 1,000.00
9 Farmers Insurance-Reimbursement to Estate 34.00
10 Real Estate located at 906 Valley Road, East Pennsboro Twp.,Cumberland County, PA- 729.01
Reimbursement of Township, County and School Taxes and Sewer Payments. A copy of the
HUD-1 Settlement Sheet is attached
11 U.S.Treasury-2013 Federal Individual Income Tax Return Refund 808.00
12 Verizon -Reimbursement for final payment made 20.27
TOTAL(Also enter on Line 5, Recapitulation) 11,333.02
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1510 EX.(0"9)
SCHEDULE G
Pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
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.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.TRANSFEREE A COPY OF RELATIONSHIP DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Du Pont 401 K Retirement Plan-Beneficiaries: 189,171.68 189,171.68
Christine Wiest, Daughter;Angie Banks, Daughter
TOTAL(Also enter on Line 7, Recapitulation) 189,171.68
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA=1500 Schedule G(Rev.08-09)
REV-1511 EX.(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
DECEDENT URN
RESIDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 13,606.62
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Christine L WIEST
Street Address 115 Nittany Drive
City Mechanicsburg state PA zic 17055
Year(s)Commission Paid 5,000.00
2. Attorney's Fees JOHNSON DUFFIE 6,000.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
Relationship of Claimant to Decedent
4. Probate Fees 353.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 7,183.51
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 32,143.63
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Malpezzi Funeral Home 11,482.62
2 Pastor Shane Wilson 200.00
3 Rolling Green Cemetery 1,924.00
H-A 13,606.62
Other Administrative Costs
4 Brian McPherson,Auctioneer 995.00
5 Christine Wiest-Reimbursement for Care of Decedent's Animals 200.00
6 David Yogovich-Outside work at Residence 740.00
7 Deb Fox 50.00
8 Drain Doctor Repairs to real estate 490.00
9 East Pennsboro Township-Sewer/Trash 277.00
10 Farmers Insurance-Homeowners Insurance 118.00
11 FM Oppel/Oil for Residence-Furnace Repair 769.25
12 FM Oppel/Oil for Residence 1,529.17
13 Leffler Energy
1,023.45
14 PA American Water 184.08
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
ITEM
NUMBER DESCRIPTION AMOUNT
15 Pennsylvania Power&Light 350.65
16 Reserve-Additional Miscellaneous Estate Expenses 200.00
17 The Cumberland Law Journal-Notice of Estate Administration 75.00
18 The Patriot News -Notice of Estate Administration 141.24
19 Verizon 40.67
H-B7 7,183.51
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EXa)12-a8) -
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,Including unmimbumed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Angie Banks-Reimbursement for veterinary services for Decedent's cat 280.00
2 Deb Fox-Housekeeping services for Decedent's home/Pet sitting serivices 470.00
3 East Pennsboro Ambulance 129.00
4 Kylie Wiest-Reimbursement for expenses associated with Decedent's Animals 100.00
5 Pennsylvania Power& Light 78,05
6 PNC Bank Check Imaging Charges 3.00
7 PNC Bank Checking Account No.5140301246 -Check No.620 Clearing after Date of Death 1,000.00
8 Real Estate located at 906 Valley Road, East Pennsboro Twp., Cumberland County, PA- 1,566.45
Settlement Charges. A copy of the HUD-1 Settlement Sheet is attached
9 United Health Care-Premium Payment 108.07
TOTAL(Also enter on Line 10, Recapitulation) 3,734.57
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX.(01-10(
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
REICHERT,William C 21-13-0791
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do o List see s
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Angie Banks Daughter 112 of Personal
215 Hilltop Road Property; 1/3rd
Boiling Springs, PA 17007 of Residue
2 Kevin Forgie Grandson 1 13rd of Residue
4471 Pacific Coast Highway
Apt.A303
Torrance,CA 90505
3 Christine L Wiest Daughter 1/2 of Personal
115 Nittany Drive Property; l/3rd
Mechanicsburg, PA 17055 of Residue
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as approp riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOTTAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
ESTATE OF WILLIAM C. REICHERT
SCHEDULE OF EXHIBITS
EXHIBITA Last Will and Testament for William C. Reichert signed and dated
December 11, 2003
EXHIBIT B HUD-1 Settlement Sheet for Sale of Real Estate located at 906
Valley Road, Enola, PA
EXHIBIT C Date of Death Letter from PNC Bank—Checking Account
EXHIBIT D Kelly Blue Book Valuation for Decedent's Automobile
EXHIBIT E July/August Statement — DuPont 401 K held at Merrill Edge —
Account No. 85047
:622721
1,
c .
Ra fst V ill anb Te'5tament
OF
WILLIAM C.REICHERT
I, WILLIAM C. REICHERT, of East Pennsboro Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
I give and bequeath my motor vehicles(s),household and personal effects and other tangible
personalty of like nature (not including cash or securities), together with any existing insurance
thereon, unto those of the following who survive me, my daughter, DEBORAH R. FORGIE, my
daughter, CHRISTINE L. WEIST, and my daughter, ANGIE L. BANKS, to be divided among
them in as nearly equal shares as is practicable in accordance with their personal preferences.
Should there be a disagreement as to the disposition of any item or items in this Article II, I direct
that the same shall be disposed of under Article III hereof.
EXHIBIT A
ARTICLE III
REST,RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatever
nature and wherever situate, in equal shares, unto my daughters, DEBORAH R. FORGIE,
CHRISTINE L. WEIST, and ANGIE L. BANKS, or their then-living issue, per stirpes of any
daughter who predeceases me.
ARTICLE IV
UNIFORM TRANSFERS TO MINORS ACT
In the event any beneficiary of my Will has not reached the age of twenty-five (25) years at
the time for distribution of his or her share, distribution of said share may be made in the discretion
of my Personal Representative after considering the age and needs of the beneficiary, either directly
to the beneficiary or to a Custodian for such beneficiary until age twenty-five (25) under the
Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A § 5301 et seq., or the applicable
Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the state of residence of such
beneficiary as the case may be. My Personal Representative may designate as such Custodian any
institution or person, including my Personal Representative, qualified to act as a Custodian for such
beneficiary under such Act in effect at the time such distribution is made. A receipt for any
payment or distribution so made shall be a full discharge therefor to my Personal Representative,
who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter.
ARTICLE V
PERSONAL REPRESENTATIVE
I name, constitute and appoint my daughter, DEBORAH R. FORGIE, Executrix of this
my Last Will and Testament. Should my daughter, DEBORAH R. FORGIE, fail to qualify or
cease to so act, I name, constitute and appoint my daughter, CHRISTINE L. WEIST, alternate
Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein
2
shall be required to post bond for the faithful administration of the duties required in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,my Last Will and
Testament, this day of 4- 2003.
(SEAL)
WILLIAM C. REICHERT
Signed, sealed, published and declared by the above-named Testator, as and for his Last
Will and Testament, in the presence of us, who at his request, in his presence and in the presence of
each other,have hereunto subscribed our names as witnesses. �A
3
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND /v / h9 b f
We WILILIAM C. REICHERT, u'19(10'(k 6• l `I G(CI L
and �aN� • 4 1 eCe ty-oA( the Testator 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 Testator signed and executed the instrument as his Last
Will and that he had signed willingly and that he executed it as his free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at
that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
WILLIAM C. REICHERT
A�? )�
W
ss II^^ ll
n . VVL
Wi s
Subscribed, sworn to and acknowledged before me by WILLIAM C. REICHERT,
Testat r, and subscribed and swom to before me by �i�ftLQ�f( cZ •
and �kjtl Y�/I� lt(A1f witnesses,this day of ECE 2003.
No Ary Public
Notarial Seal
Kristee K.Myers,Notary Public
Lemoyne Boro,Cumberland County
:221534 My Commission Bores Dec.2,2006
Member,Pennsylvania Associatbn Of Notaries
4
a1 th'0*a OMB Approval No.2502.02515
A. Settlement Statement (HUD-1)
xv wx
��4 ON4i�
I. Type of Loan
.n FHA 2.E]RHS 1 C]Conv.Unins, 6, File Number: 7. Loan Number: S. !,mortgage Insurance Case Number:
1.Q VA 5.Q Conv,Ins, ISLS14-086 NIA
C. Note: This form is furnished to gins you a steremant of aduaf setttoment oasts. Amounts paid to and by the settlement agent are shown.
Items marled'(p.a.c)'were paid outside the cbsiirg,tray are shown here for aiformialknai pure e"and are not wed to fie totals.
D. Name and Address of Borrower. E. Name and Address of Seller: F. Name and Address of Lender:
KT Solutions.LLC Estate of William C.Reichert
4110 Douglas Drhm 301 Market Street
Bethlehem,PA 18020 Lemoyne,PA 17043 CASH TRANSACTION
G. Property Location: H. Settlement Agent: 1. Settlement Date;
906 Valiay Road Independent Settlement&Land Services,lna
Enola.PA 17025 4230 Jonestown Road April 18,2014
Cumberland County,Pennsylvania Harrisburg,PA 17109 Ph. (717)695-3641
Place of Settlement:
a230 Jonestown Road
Narrbbu ,PA 17109
J. Summary of Borrowers transaction K. Summary of settees transaction
100 Gross Amount Due from Borrower: .400. Gross Amount Due to Seller:
101, Contract sales price 94 DOOM 401. Contract sales price 94,000.00
102. Personal property 402. Personal p ro party
101 Settlement Charges to Borrower(Line 14, 8,066.00 403.
104. 404,
105, 405,
Adjustments for items paid by Seiler In advance Adjustments for Items paid by Seiler in advance
106. Township Taxes O411g/14 to 01/01115 1 104.41 406. Township Taxes D019114 to 01/01/15 1 104.41
107. County Taxes 04119/14 to 01101115 1 232.48 407, County Texas 04119114 to 01/01115 232.48
108, School Taxes 04/19114 to 07101/14 _ 281.42 408. School Taxes W19/14 to 07101114 281.42
109. Seater/Refuse Pro rations 04!19114 to C71otfl4 110.70 409. Sower/Refuse Pro-rations 04119/14 to 07/01114 110.70
110. 410.
111. 411.
112, 412.
120, Gross Amount Due from Borrower 102,815.01 420. Gross Amount Due to Seiler 94,729.01
200, Amounts Paid by or In Behalf of Borrower 500. Reductions in Amount Due Seller.
201, Deposit or earnest money 501. Excess deposit ses Instructions
202. Principal amount or new loans 502. Settlement charges to Seller Line 1400 1,566.45
203. Existing bans taken subject to 501 Exist leans taken subject to
204. 504. Payoff First Mortgage
205. . Pa nd Mon a
206. 506.
207, 50T.
208, 508.
209. .-_. 509.
Adjustments for items unpaid by Seder Ad ustments for Items unpaid by setter
210. Township Taxes to 510. T..shlp Taxes to
211. County Taxes to 511. County Taxes to
212. School Taxes to 512. School Taxes to
213. _ E 513.
214, 514.
215. 515.
216, 516,
217, 517.
218, 518.
219. 519.
220, Total Paid by/for Borrower $20. Total Reduction Amount Due Seller 1,566,45
300. Cash at Settlement fromtto Borrower 800. Cash at settlement toffrom Seller
301, Gross amount due from Borrower One 120 102,815.01 601. Gross amount due to Seller(line 420 94,729.01
302. Less amount pale b lfor Borrower(line 220) ( 602. Less reductions due Setter lne 520 1.565.4
303. Cash El From ❑ To Borrower 102,815.01 601 Cash Z To E] From Seller 93,162.58
•AQtlaasi4eUUmi+gly Ewrgvtal.8+la(S),�atla(t).awrbp ryt'() -
ExHfBIT B
_
Settlement Charges
10,Total Real Estate Broker Fees $3,000.00
Paid Fron Paid From
A,$ 3,000M to AGI Real Estate Services Funds at Funds at
)2's to Settlement Settlement
Commission paid at settlement 3,000.00
M.Items Payable in Connection with Loan
)2.Your credit or charge(points)for the specillp interest rate chosen (from GFE 92)
)3.Your adjusted oriclinalion charges to (from GFE#A) o.001
34.Appraisal fee to (it=GFE#31
)5,Credit Report to (from GFE#3)
36,Tax servoe to (from GFE*3)
37.Flood certification to (from GFE*3)
If-
01 Daily interest dharges from to @ $Iday (from GF5#10)
02.MiP Tot ins.for Life of Loan monthsto (from GFE#3)
03.Homeowner's insurance for yearsto (from GFF#11)
DOO.Reserves Deposited with Lohder MOM
OQI,ImItal deposit for your escrow account (from GFE#9)
002, Homeowner's insurance months S per month $
004 Property taxes $
007, months per month s
1009, It
1100.Title Charges
001, Tile services and lundees tft insutranoe (from GFE#4)
1102, Settlement or dosing fee $
5 04.-Lendees Me insurance to Old Republic National Title Insurance Company $
1105, Owner's title polivy limit $ 94,000.00 SALE
1107. Agent's portion of the total fitle nsurance premium to independent Settlement Land Services,Inc, $ 736,95
IIM Underwriter's portion of the total title insurance premium to Old Republic National Tille Insurance Company S 130.05
1103, Owraes title insurance to Did Republic National Title insurance Company (from GFE#5) 86700
/
'
11M
/ .~ Wire Fees to Independent Settlement&Land Services,Inc$ Funding 30.00
�
�
Till,
1113. Courier Fees to Independent Settlement&Land Services,me$ 20,00
1200,Government Recording and Transfer Charges.
�111 IM NI
1201.Government recording charges to Cumberland County Recorder of Deeds (from GFE#7) 69M 1
1202.Deed S 69,00 Mortgage S Releases $ Other S
12D3.Transfer noes to Cumberland County Recorder of Deeds (front GFE#8) 940-00
1204,C!ty4,County tax)stamps Deed S 94000 Mortgage $
1205,state taudstamps Deeds W,00 Morlqaqe $ 940.00
1206. Curnberland County Recorder of Deeds
1300.Additional Settlement Charges
1301.Required seroces that you can shop for r GF e#6)
1302, Management Fee to Trusted Source Capital,LLC $ 3,000.00
1303. Tax Certification Fee to independent Settlement Land Servims, $ - 10.00
1305, See addfl diso,exhibit to $ MOO 616.45
11400.Total Settlement Charges(entelP
HUD-1 Attachment
Borrower(s):KT Solutions,LLC Sellegs): Estate of William C.Reichert
4110 Douglas Drive 301 Market Street
Bethlehem,PA 18020 Lemoyne,PA 17043
Settlement Agent:independent Settlement&Land Services,Inc.
(717)695-3641
Place of Settlement 4230 Jonestown Road
Harrisburg,PA 17109
Settlement Date:April 16,2014
Property Location:906 Valley Road
Enola,PA 17025
Cumberland County,Pennsylvania
Additional AdJushnents For Rents Paid By Seller In Advance(Borrower Debit)
Description Amount From/Through Prorated Amount
Sewer/Refuse Pro-rations 138.00 04/01114 through 06130114 113.74
Total Line 1091409 113.74
Additional Disbursements
Payee/Description Note/Ref No. Borrower Seller
Debbie Lupold 148.28
2014 Township Taxes
Debbie Lupold 330.17
2014 County Taxes
Fast Pennsboro Township 138.00
Sewer Trash Fees ApHit thru June 30
East Pennsboro Township 10.00
Processing Fee
Total Additional Disbursements shown on Line 1305 $ 110.001; 616.45
Owner's Trtle Insurance BORROWER SELLER
Owners Policy Premium 867.00
to Old Republic National Title Insurance Company
Total $ 867.00 $ 0.00
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,It is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. i further
certify that I have received a copy of the HUD-1 Settlement Statement
KT Soluttli s.LLC j Estate of William C.Reichert t
BY: �Y,(i�LPiQ ?7`7y�'L _C6Y'/14�i'/L. BY-
Karen A Howell
To the best of my knowledge,the HUD-1 Settlement Statement which 1 have prepared is a true and accurate account
of the funds which were received and have been or will be disbursed by the undersigned as part of the settlement of
this transaction.
Inds ent Settle t 8 Land Sr ca ne.
Sat'ement Agent
wARtANG: k b a cdme to RnaMney make Mae atatemaMS to the UMteC Stares on this orarry eimila farm. Penaaies upon wnNdion con
IncWee a rive mM impdaommem.For eeblis xe: TIUe to US.Cosa Seaton trial m0 Section 101 a.
pSL514n%.PFGIISL51/-ea6/r)
Sep. 12. 2013 8 55A PNC Bank No. 4418 P. 1/1
LFADWS T14E WAY
September 12, 2013
Dana L Wi-seman
Law Offices John Duffle
301 Main St
P 0 Box 109
Lemoyae, PA 17043-0109
RE: William C Reichert
SSN: 175-34-8325
DOD: 07-12-2013
Dear Sir/Madam:
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the followine:
Checking Account
Account# 5140301246 Established: 03-01-1978
WILLIAM C REICHERT
DOD balance: S 5,670.65 non interest bearing
Please note that this office provides date of death balances for deposit accounts (1RAs, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. if you need assistance with
any of these items,please call I-888-PNC-BANK(1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that is privileged, confidential and exempt from disclosure under applicable law.
If the reader of this message it not the intended recipient or the employee or agent responsible,fbr
delivering this message ro the intended recipient, you are hereby notified that any dissemination,
distribution or copying of this communications is strictly prohibited Ifyou have received this
communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and
immediately destroy this faxed document.
RECEIVED
Page 1 of 1 SEP 122013
EXHIBIT C
Kelley Blue Book Page 1 of 2
I
Kelley Blue Book The Trusted Resource
%j Gldr Here
aewnlsemens My sass
Trade In to a Dealer
2002 Mazda Protege
Pricing Report Trade-In Value
Style:DX Sedan 4D $2,012
Mileage:a5,000 -
4 it
i ry � f � ��rr•vtFi'�
f
i :11
Vehicle Highlights fig'
Fuel Economyy' Max Seating:5 Trade-In Values valid for your area through 5/8/2014
City 22/Hwy 28/Comb 24 MPG Good condition
Doors:4 Engine:4-Cyl,2.0 Liter
Drivetrain:FWD Transmission:Manual,5-Spd
EPACIass:Compact Cars Body Style:Sedan
Country of Origin:Japan Country of Assembly:Japan
Your Configured Options
our pre-selected options,based on typical equipment for this car.
J options that you added while configuring this car.
Engine Comfort and Convenience Safety and Security
i 4-Cyl,2.0 Liter Air Conditioning Dual Air Bags
Transmission Steering Wheels and Tires
Manual,5-Spd Power Steering Steel Wheels
Drivetrain Tilt Wheel
FWD Entertainment and Instrumentation
AM/FM Stereo
Glossary of Terms
Tip:
Kelley Blue Book®Trade-in Value-This is Me amount you on expect to receive when you bade in
your or to a dealer.This value is determined based on the style,condition,mileage and options It's crucial to know your ear's
Indicated. true condition when you sell it,
so that you can price it
Trade-in Range-TheTrade-1nRange Is Kelley Blue Back'sesa w
mateofwhatyonreasonablyexpect appropriately.Consider having
to receive this week based an the style,condition,mileage and options of your vehkse when you trade it your mechanic give you an
In to a dealer.However,every dealer 1s different and values are not guaranteed.
objective report.
Kelley Blue Bookp Private Party Value-This Is Me stating point fa negotiation of a used-car sale
between a private buyer and seller.This is an'as h"value that does not Include any warrantles.The final
price depends an the car's actual condition and local market fatless.
Prlvam Party Range-The Private Party Range Is Kelley Blue Book's estimate of what you on
reasonably expect to receive this week for a vehicle with stated mileage in Me selected condition and
configured wind your selected options,excluding axes,title and fees when selling to a private party.
EXHIBIT D
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