HomeMy WebLinkAbout05-14-14 � 1505610140
REV-1500 EX (02-11)(FI)
OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 � 5 1 3
Harrisbura PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYW�I' Date of Birth MMDDYYYY
0 4 2 4 2 1 � 3 0 1 3 0 1 9 2 7
DecedenYs Last Name Su�x DecedenYs First Name MI
B A U E R M A R J 0 R I E E
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M�
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
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
G E R A L D J S H E K L E T S K I E S Q 7 7, 7 7 7 4 7 4 3 5
P.
REGISTER C�'VILLS USE 0 y - ,�'3
� �Q � �-i�i�:�
�'C3 _ '�' �.i��-.�
First Line of Address ���,,.- �-• ""'� ' 'L"
`y ' ' �.. E ��;
4 1 4 B R I D G E S T ��' `
Second Line ofAddress � Q��
C�C3 � � ,
P . 0 • B 0 X E �� ' �
�.{ � �`=t-rt
City or Post Office State ZIP Code D FI�ED �n�
tt`
N E W C U M B E R L A N D P A 1 7 0 7 0
Correspondent's e-mail address: g s h e k 1 e t s k i a�s t o n e 1 a w• n e t
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 personai representative is based on all information of which preparer has any knowledge.
SIGNA PE R SIBL F R FIL ETURN � DATE �
� l"
ADDRESS
GERALD J SHEKLETSKI 414 BRIDGE ST NEW CUMBERLAND PA ],7070
SIGNAT PREP E R TH EP ATIVE r � DATE
L7
DDRESS
GERALD J SHEKLETSKI 414 BRIDGE ST NEW �UMBERLAND PA 1707�
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1,505610140 15056101,40
�
�.'
� 1505610240
REV-1500 EX(FI) DecedenPs Social Security Number
�ecede�es Name: M A R J 0 R I E E • B A U E R
RECAPITULATION
1 9 5 � � 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. 4 � 7 8 2 4 . 1 2
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 2 3 � � . 9 1
7. Inter-Vivos Transfers&Miscellaneous N Probate Property
(Schedule G) �] Separate Billing Requested . . . . . . . 7. •
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 6 0 5 1 2 5 . � 3
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 6 � 4 8 7 . 2 7
10. Debts of Decedent, Mortgage�iabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. 4 8 . 1 6
��, Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 � 5 3 5 . 4 3
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2• 5 4 4 5 8 9 . 6 �
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . �3• •
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 5 4 4 5 8 9 . 6 �
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 _ � . 0 � 15. � . 0 �
16. Amount of Line 14 taxable
at�inea�rate x .045 5 4 4 5 8 9 . 6 � 16. 2 4 5 0 6 . 5 3
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 � • � 0 1 g. 0 . 0 0
19. TAX DUE 19. 2 4 5 0 6 • 5 3
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑X
Side 2
� 15D561024� 150561�240 �
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 21 13 0513
DECEDENT'S NAME
MARJORIE E • BAUER
STREETADDRESS
1480 MAPLEWOOD DR •
��Ty STATE ZIP
NEW CUMBERLAND PA 17070
Tax Payments and Credits:
�. Tax Due(Page 2,Line 19) (1) 2 4 ,50 6 • 53
2. CreditslPayments
A,Prior Payments 2 5,0 0 0 • 0 0
B.Discount 1,2 2 5 • 3 3
Total Credits(A+B) (2) 2 6 ,2 2 5 • 3 3
3. Interest
(3) 4 6 • 2 2
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 10 to request a refund. (4) 1,6 7 2 • 5 8
5. If line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 • �0
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 .............................................................. ....... ❑ 0
b. retain the right to designate who shali use the property transferred or its income ............................... ❑ 0
c. retain a reversionary interest ....................................................................................................: ❑ 0
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? ......... ❑ 0
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
is 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 appiicable 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 p2 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)j.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:
MARJORIE E • BAUER 21 13 051,3
All real property owned solely or as a tenant in common must be repoRed 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 knowiedge 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 propeRy has been sold.
ITEM Include a copy of the deed showing decedenPs interest if owned as tenant in common. VALUE AT DATE
NUMBER OFDEATH
DESCRIPTION
1 • ALL THAT CERTAIN TRACT OF LAND SITUATE IN LOWER ALLEN 195,000 . 00
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA , KNOWN AS
1480 MAPLEWOOD DRIVE, NEW CUMBERLAND, PENNSYLVANIA
17070 • THE PROPERTY WAS SOLD MAY 12, 2014 , TO
TODD K • ZEIGLER AND LANETTE A • ZEIGLER, HUSBAND AND
WIFE • COPIES OF THE DEED AND SETTLEMENT SHEET ARE
ATTACHED •
TOTAL(Also enter on Line 1,Recapitulation.) S 19 5,0 0 0 • 0 0
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.
INHERITANCE TAX RETURN
RES�DENTDECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
MARJORIE E • BAUER 21 13 057,3
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. 1997 CHRYSLER SEDAN AUTOMOBILE • TITLE NUMBER 2,57� • 00
52175403102DI, VIN 2C3HC56F2VH694412
2 • FIRST CITIZENS BANK TIERED MONEY MARKET SAVINGS 21,132 • 44
ACCOUNT NUMBER 0080700�4396
3 • FIRST CITIZENS BANK PREMIER CHECKING ACCOUNT NUMBER 13,42� • 79
008682567720
4 • EDWARD JONES ACCOUNT NUMBER 957-17739-1-1 369,537 • 36
5 • LIBERTY MUTUAL AUTO INSURANCE REFUND 445 • 00
6 • THRIVENT FINANCIAL FOR LUTHERANS REFUND 330 • 58
7 • VERIZON REFUND 4 • 97
8 • DISCOVER CARD REFUND CHECK 11 • 98
9 • MAGNOLIA GLEN RETIREMENT COMMUNITY REFUND CHECK 371, • 00
TOTAL(Also enter on Line 5,Recapitulation) $ 4 0?,8 2 4 • 12
If more space is needed, use additional sheets of paper 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:
MARJORIE E • BAUER 21 1,3 0513
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. KIRK P • DITTMAR 7208 BELLWEATHER COURT CHILD
RALEIGH, NC 27615
a.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE OESCRIPTION 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. 06/02 METRO BANK CHECKING ACCOUNT 4 ,601 • 81 50 • 2,30� • 91
NUMBER 513204644
TOTAL(Also enter on Line 6,Recapitulation) $ 2 ,3 0� • 91
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARJORIE E • BAUER 21 13 0513
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
�. PARTHEMORE FUNERAL HOME AND CREMATION SERVICES INC • 8 ,550 • 98
2 • NATIONAL CREMATION SERVICE, RALEIGH, NC 471 • 83
B, ADMINISTRATIVE COSTS:
1, Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2, AttomeyFees: STONE LAFAVER & SHEKLETSKI 25,000 • 00
3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
Ciry State ZIP
Relationship of Claimant to Decedent
4. ProbateFees: LETTERS TESTAMENTARY 463 • 50
5 Accountant Fees: 10 4 0 T A X P R 0 S 2 5 2 • 0 0
6. Tax Retum Preparer Fees:
�. LEGAL ADVERTISING — CUMBERLAND LAW JOURNAL 75 • 0�
8 • LEGAL ADVERTISING — THE SENTINEL 157 • 68
9 . CLEANING SVC — 1480 MAPLEWOOD DRIVE, NEW CUMBERLAND 140 • 00
10 • PENNSYLVANIA AMERICAN WATER COMPANY 14 • 28
11• LOWER ALLEN TOWNSHIP QUARTERLY SEWER AND REFUSE BILL 117 • 70
12 • METRO BANK CHECK PRINTING FEE — ESTATE ACCOUNT 24 • 52
13 • PPL ELECTRIC 51 • 73
14 • COAKLEY ' S RESTAURANT—FUNERAL DINNER 1„893 • 06
15. WILLIAM D • WIERMAN — NOTARY PUBLIC 10 . 00
16 • RICHARD MYERS — BATHROOM REPAIR — 1489 MAPLEWOOD DR • 250 • 00
17 • PENNSYLVANIA AMERICAN WATER COMPANY 34 • 1,2
18 • PINNACLE HEALTH CARDIOVASCULAR INST • INC, 43 • 94
TOTAI(Also enter on Line 9,Recapitulation) $ 6�, 4 B 7 • 2 7
If more space is needed,use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MARJORIE E. BAUER 21 13 0513
Decedent's Name Page 1 File Number
Schedule H - Funeral Expenses &Administrative Costs -B7.
ITEM
NUMBER DESCRIPTION AMOUNT
19 . PENNSYLVANIA AMERICAN WATER COMPANY 14 • 31
20 • ROBERT ORTEGA - PAINTING - 1,489 MAPLEWOOD DR • 250 • 00
21 • BEACON HILL HOA - MONTHLY DUES (MAY, JUNE, JULY) 330 • 00
22 • A1 DURANT STORAGE 8D4 • 29
23 • PPL ELECTRIC 67 • 29
24 • OVERHEAD DOOR - GARAGE DOOR SERVICE 99 • �0
24 • BEACON HILL HOA-MONTHLY DUES (AUGUST, SEPT • , OCT • ) 33� • OD
25 • BONNIE K • MILLER, TAX COLLECTOR 2013-14 SCH00� TAX 1,883 • 95
26 • C • F . ACRI & SON, INC • - FURNACE SERVICE 97 . 50
24 • DOCTORS MAKING HOUSECALLS - MEDICAL BILL 30 • 00
25 • PENNSYLVANIA AMERICAN WATER COMPANY 14 . 31
26 • PPL ELECTRIC 33 • 27
27 • LIBERTY MUTUAL GROUP - HOMEOWNERS INSURANCE 346 • 00
28 • BARR ' S CARPET & UPHOLSTERY - CARPET CLEANING 572 • 40
29 • LOWER ALLEN TOWNSHIP QUARTERLY SEWER AND REFUSE BILL 117 • 70
30 • PENNSYLVANIA AMERICAN WATER COMPANY 15 • 26
31 � PPL ELECTRIC 42 • 94
32 • PENNSYLVANIA AMERICAN WATER COMPANY 15 • 52
33 • PPL ELECTRIC 33 • 47
34 • BEACON HILL HOA-MONTHLY DUES (NOVEMBER, DECEMBER) 220 . 00
35 • PENNSYLVANIA AMERICAN WATER COMPANY 14 • 56
36 • PPL ELECTRIC 61 • 80
37 • PENNSYLVANIA AMERICAN WATER COMPANY 14 • 56
38 • PPL ELECTRIC 127 • 20
39 • PENNSYLVANIA AMERICAN WATER COMPANY 13 - 98
40 • PPL ELECTRIC 234 • 28
41 • PENNSYLVANIA AMERICAN WATER COMPANY 15 • 0�
42 • PPL ELECTRIC 315 • 19
43 - PENNSYLVANIA AMERICAN WATER COMPANY ],5 • 00
44 • PPL ELECTRIC 306 - 02
45 • PIG PEN HAULING - CLEAN OUT HOUSE 300 • 00
46 • LOWER ALLEN TOWNSHIP QUARTERLY SEWER AND REFUSE BILL 122 • 70
47 • BEACON HILL HOA-MONTHLY DUES ( JAN • FEB• , f1ARCH) 345 • 00
48 • PA DEPARTMENT OF REVENUE - 2013 INCOME TAX 323 - DO
49 • LOWER ALLEN TOWNSHIP QUARTERLY SEWER AND REFUSE BILL 122 •7D
50 • BONNIE K � MILLER, TAX COLLECTOR 2014 CTY/LOCAL 1,018 • 37
REAL ESTATE TAX
51 . C • F • ACRI & SON, INC . - FURNACE SERVICE ],57 . 00
52 • PENNSYLVANIA AMERICAN WATER COMPANY 1,7 . 04
SETTLEMENT EXPENSES- SALE OF 1489 MAPLEWOOD DR . FROM 12,988 . 42
SETTLEMENT SHEET ATTACHED . $14,080 . 00 (LINE 502)
LESS $661 • 24 (LINE 407) LESS $273 • 56 (LINE 4�8)
LESS $ 85• 32 (LINE 409) LESS $71 • 46 (LINE 410) •
SUBTOTAL SCHEDULE H•B7 21,8 2 9 • 0 3
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MARJORIE E. BAUER 21 13 0513
DecedenYs Name Page 2 File Number
Schedule H - Funeral Expenses 8�Administrative Costs- B7.
ITEM
NUMBER DESCRIPTION AMOUNT
53 • PENNSYLVANIA AMERICAN WATER COMPANY 37 • 47
54 • PPL ELECTRIC 187 . 31
55 • PPL ELECTRIC 103 • 12
56 • BEACON HILL HOA-MONTHLY DUES (APRIL AND MAY, 2014) 23� • 00
57 . BEACON HILL HOA - SPECIAL ASSESSMENT/SNOW REMOVAL 100 . 00
58 • ADDITIONAL PROBATE FEE 150 . 00
59 • RESERVE FOR CLOSING EXPENSES 300 • 00
SUBTOTAL SCHEDULE H-B7 1,10 7 • 9 0
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES� LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARJORIE E • BAUER 21 13 0513
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. EDWARD JONES CREDIT CARD ACCOUNT NUMBER 48 • 16
52376200�1770774
TOTAL(Also enter on Line 10,Recapitulation) $ 4 8 • 16
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARI ES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARJORIE E • BAUER 21 13 D513
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. KIRK P • DITTMAR Lineal 1 /3 of residue
7208 BELLWEATHER �OURT
RALEIGH, NC 27615
2 • CRIS LEE PFEIFFER Lineal 1 /3 of residue
21008 SUNPOINT WAY #2Q1
LUTZ, FL 33558
3• WILLIAM C • DITTMAR Lineal 1 /6 of residue
345 WOODLAND GREEN COURT
ABERDEEN, MD 21001
4 � SUSAN ANN DITTMAR Lineal 1 /6 of residue
860 STALEY LANE
CHINO VALLEY, AZ 86323
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.
COMMONWEALTH OF PENNSVLVANIA REV-1162 EX(11-96I
DEPARTMENT OF REVENUE
BUREAU OP INDIVIDUAL TAXES
DEPT.280801
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 017920
SHEKLETSKI GERALD J
STONE LAFAVER & SHEKLETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND, PA 17070
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
---------- --------
101 � 525,000.00
ESTATE INFORMATION: SsN: 2t�-24-2577 �
FILE NUMBER: 2113-051 3 �
DECEDENT NAME: BAUER MARJORIE E �
DATE OF PAYMENT: 07/22/2013 �
POSTMARK DATE: 07/19/2013 �
COUNTY: CUMBERLAND �
DATE OF DEATH: 04/24/2013 �
�
TOTAL AMOUNT PAID: S25,000.00
REMARKS: RECEIPT TO ATTY
CHECK# 1008
INITIALS: HMW
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
�� i � _. __, STONE, L�IFAVER SG SHEKLETSKI
� ATTORNEYS AT LAW � � .__
414 BRIDGE STREET
NEW CiJMHERLAND PA 17070
LAST WILL AND TESTAMENT
OF
MARJORIE E. BAUER a/k/a
MARJORIE E. DITTMAR
i, MARJORIE E. BAUER a/k/a MARJORIE E. DITTMAR, of the
Boroug;�� of New Cumberland, Cumberland County, Pennsylvania,
declar= this to be my last will and revoke any will previously
made b• me .
r
I�:EM I : I direct that my Executor hereinafter named shall
pay all my just debts and funeral expenses as soon as conveniently
may be done after my decease from the residue of my estate .
I� EM II : I devise all of my estate of every nature and
wherev�r situate, as follows : •
A. One-third ( 1/3rd) to my dauahter, CRIS LEE
PFEIFFER, or to her issue, per stirpes .
B. One-sixth ( 1/6th) to my daughter, SUSAN ANN
DITTMA: , or to her issue, per stirpes .
C. One-third ( 1/3rd) to my son, Y.IRK P. DITTMAR, or to
his is�ue, per stirpes .
D. One-sixth ( 1/6th) to my son, WILLIAM C. DITTMAR,
or to liis issue, per stirpes .
I^ EM III : I appoint GERALD J. SHEKLETSKI Executor of this my
last w� ll . Should my GERALD J. SHEKLETSKI fail to qualify or
cease �o act as Executor, I appoint DAVID H. STONE Executor of
this mv last will .
Page 1 of 4
.s_ M
I E'� M IV: No fiduciary acting hereunder shall be required to
post bond or enter security for the faithful performance of his or
her duties in any jurisdiction.
IN WZTNES3 WHEREOF, I, MARJORZE E. BAUER, have hereunto set
my hand and seal this �_ day of % � � , 2012 .
_�
MA JORIE E. BAUER a/k/a
�,j ` �' ' �i
MAR ORIE E. DITTMAR
SIGNED, SEALED, PUSLISHED and DECLARED by MARJORIE E. BAUER
a/k/a MARJORIE E. DITTMAR, the Testatrix above named, as and for
her Last Will and Testament, and in the presence of us, who at her
request, in her presence and in the presence of each other, have
subscribed our names as witnesses .
( � �J (�
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� 1C 1 '�} c �C� �"� :'-7 "'"1 C.71 C� r,`^� , � r l •
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Witness Address �
% �'�L , ` /� �
�.�- . ��� � �j�/'��.=�v y` ,��U �.�.��r,��'�� 7 ,
�
Witn� ss Address
�
I
Page 2 of 4
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COMMONWEALTH OF PENNSYLVANIR:
. SS :
COUNTY OF CUMBERLAND .
I, MARJORIE E. BAUER a/k/a MARJORIE E. DITTMAR, the Testatrix
whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law do hereby acknowledge
that I signed and executed this instrument as my last will; that
I signed it willingly and that I signed it as my free and
voluntary act for the purposes therein contained.
� -
//- . � ,< �i
' MA JORIE E. BAUER a/k/a
,h'�y r� .
MA JORIE E. DITTMAR
Sworn to or affirmed to and acknowledged before me by
MARJORIE E. BAUER a/k/a MARJORIE E. DITTMAR, the Testatrix, this
�;-� r,cl l'
..� day of ��1�,^ 11*' , 2012 .
�
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� J, - Notary Public
COMMONWEALTH OF PENNSYLVANIA
NOTARIAI.SEAL
JENNIFER A. MEARKLE� Notary Public
New Cumbe�tand Boro.Cwnbertand Co.
My Commiss+on Expires July 1, 2016
Paqe 3 of 4
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COMMONWEALTH OF PENNSYLVANIA : ,
. SS:
COUNTY OF CUMBERLAND .
�+� � /� /►
W e, t�-��(� �-�����ll a n d �t���c1�.! I-t• (_(A c...l G>/c� ,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say
that we were present and saw Testatrix sign and execute the
instrument as her last will; that Testatrix signed willingly and
that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the will as witnesses; that to the
best of our knowledge, the Testatrix was at that time eighteen or
more years of age, of sound mind and under no constraint or undue
influence.
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Witness
Sworn to or affirmed to and acknowledged before me by
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and '/ /"- t ( �✓�G�
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witnesses, this � day of ��G� ; �' , 2012 .
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_.°.•.4n��''�;�!1/r,:CTH QF PENNSYLVANIA `� �
' ivOTARIALSEAL fVotary Public
I �ENNIFER A. MEARKLE, Notary Publlc
New Cumberland Boro.Cumbertand Co. I
�!Cc�mmi�sion Ezpires July 7, 2016
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Z:\RE\DED\Dittmaz.Mazjorie—1480 Maplewood Drive
Tax Parcel#: 13-25-0008-187
Address: 1480�laplewood Drive
Yew Cumberland,Pr� 17070
DEED
THIS INDENTURE made the I��� day of May, in the year 2014, between
GERALD J. SHEKLETSKI, Executor of the Last Will and Testament of MARJORIE E.
BAUER, a/k/a MARJORIE E. DITTMAR, a/k/a MARJORIE ELEANOR DITTMAR, late of
Lower Allen Township, County of Cumberland, and Commonwealth of Pennsylvania, of the
first part, hereinafter called the Grantor,
- AND -
TODD ZEIGLER and LANETTE ZEIGLER, husband and wife, of the second part,
hereinafter called the Grantees;
WHEREAS, the said MARJORIE E. BAUER, a/k/a MARJORIE E. DITTMAR, a/k/a
MARJORIE ELEANOR DITTMAR became in her lifetime seised, as of fee, of and in a certain
tract of land, together with the improvements thereon erected, situate in Lower Allen
Township, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly
described hereinafter; and being so thereof seised, died on April 24, 2013, having tirst made her
Last Will and Testament in writing dated August 22, 2012, duly probated and registered in the
Office of the Register ot� Wills of Cumberland County on May 2, 2013, wherein and whereby
she appointed as Executor, the said GERALD J. SHEKLETSKI, to whom Letters Testamentary
, were duly issued by said Register of Wills on May 2, 2013, wherein and whereby said premises
� hereinafter described were not specifically devised, all as in and by said Will and the records of
said Register of Wills, recourse thereunto being had, appears: �
�
� NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in �
� consideration of the sum of ONE HUNDRED NINETY-FIVE THOUSAND and �
INO/100--------($195,000.00)--------Dollars, which has been paid to they by the said Grantees at
� or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, �
' bargained, sold, aliened, released and contirmed, and by these presents does grant, bargain, sell,
I alien, release and confirm unto the said Grantees, ;
�
� ALL THAT CERTAIN tract of land situate in the Township of Lower Allen, County
� of Cumberland and Commonwealth of Pennsylvania, more particularly bounded and described I
� as follows, to wit: ;
i
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� BEGINNING at a point at Limited Common Area No. 2 at the northeast corner of Lot I
� No. VI-62 of the hereinafter mentioned Plan of Lots; thence by Limited Common Area No. 2 !
� North seventy-three (73) degrees tifty (50) minutes eighteen (18) seconds East a distance of �
� forty and no hundredths (40.00) feet to a point at tands now or formerly of Limited Common I
� Area No. 2 being the northeast corner of the Lot herein described; thence by Limited Common i
� Area No. 2 South sixteen (16) degrees nine (09) minutes forty-two (42) seconds East a distance �
� of one hundred and no hundredths (100.00) feet to a point at lands of Limited Common Area ;
� No. 2 being the southeast corner of the herein described Lot; thence by Limited Common Area �
�
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No. 2 South seventy-three (73) degrees fifty (50) minutes eighteen (18) seconds West a
distance of forty and no hundredths (40.00) feet to a point being the southeast corner of Lot No.
VI-62 of the herein mentioned Plan of Lots; thence by Lot No. VI-62 North sixteen (16)
degrees nine (09) minutes forty-two (42) seconds West a distance of one hundred and no
hundredths (100.00) feet to a point at the northeastern corner of Lot No. VI-62, being the point
and place of BEGINNING.
BEING Lot No. VI-61 of Beacon Hill Final Development Plan Phase VI, as amended,
Village of Birchwood, prepared by H. Edward Black and Associates and recorded in
Cumberland County Plan Book 68, Page 93.
UNDER AND SUBJECT to a Declaration of Covenants and Restrictions recorded in
Cumberland County Miscellaneous Book 319, Page 556.
UNDER AND SUBJECT to a Supplemental Declaration of Covenants and Restrictions
recorded in Cumberland County Miscellaneous Book 355, Page 18.
UNDER AND SUBJECT to the By-Laws of Beacon Hill Community Association
recorded in Cumberland County Miscellaneous Book 319, Page 525.
UNDER AND SUBJECT, nevertheless, to the covenants and restrictions of record.
BEING the same premises which Sharon Lee Camasi, Trustee, or her successors in
trust, under the Edgar and Eleanor Barrett Heritage Trust, by Deed dated November 28, 2006,
and recorded December 5, 2006, in the Office of the Recorder of Deeds of Cumberland
County in Deed Book 277, Page 4203, granted and conveyed unto Marjorie E. Dittmar, a
married person, deceased.
�
I TOGETHER with all and singular the buildings, improvements, ways, streets, alleys,
passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances
whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders,
� rents, issues and protlts thereof, and all the estate, right, title, interest, property, claim and
demand whatsoever of her, the said MARJORIE E. BAUER, a/k/a MARJORIE E. DITTMAR,
a/k/a MARJORIE ELEANOR DITTMAR, at and immediately before the time of her decease,
in law, equity, or otherwise howsoever, of, in, to or out of the same. I
i
� TO HAVE AND TO HOLD the said lot or piece of ground above described, with the I
; buildings and improvements thereon erected, hereditaments and premises hereby granted or
I mentioned, and intended so to be, with the appurtenances unto the said Grantees, to and for the �
j only proper use and behoof of the said Grantees, forever. �
� ;
; AND the said Grantor, for himself and his respective heirs, executors and �
j administrators, does covenant, promise and agree to and with the said Grantees, their heirs and I
� assigns, that they, the said Grantor, has not heretofore done or committed any act, matter or j
� thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may j
� be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. j
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IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day
and yeaz first above written.
Signed, Sealed, and Delivered :
in the Pr nce of . �
, , • (SEAL)
Witness : GERA D J. SHEKLETSKI, Executor of the
: Last Will and Testament of MARJORIE E.
: BAUER, a/k/a MARJORIE E. DITTMAR,
: a/k/a MARJORIE ELEANOR DITTMAR
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
On this, the !�� day of May, 2014, before me a Notary Public, the undersigned
officer, personally appeared GERALD J. SHEKLETSKI, Executor of the Last Will and
Testament of MARJORIE E. BAUER, a/k/a MARJORIE E. DITTMAR, a/k/a MARJORIE
ELEANOR DITTMAR, 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 have hereto set my hand and notarial seal. j
�
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COMMONWEALTH OF PENNSYLVAR�IA �
NOTARIAL SEAL Pub �C
�..�
JENNIFER A. MEARKLE, Notary Public
New Cumberland E3oro.Cumberland Co.
My Commission Expires July 7, 2016 ;
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� I hereby certify that the precise address of the Grantees is
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� Attorney for �
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"�., `� OMB Approvai No.2502-0265
:;,;��i��;!{;F A. Settlement Statement (HUD-1)
.- . ..
1.�FHA 2.Q RHS 3.Q Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number:
14140
4.Q VA 5.Q Conv.Ins.
C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown.Items marked
"(p.o.c)"were paid outside the closing;they are shown here for infortnational purposes and are not included in the totals.
D,Name&Address of Borrower: E.Name&Address of Seller: F.Name&Address of Lender:
Todd K.Zeigler,Lanette A Zeigler Mary'orie E.Dittmar Estate Members 1 st FCU
48 Oakwood Avenue,Mechanicsburg,PA 17055 1480 Maplewood Drive,New Cumberland,PA 17070 5000 Louise Drive,Mechanicsburg,PA 17055
G.Property Location: H.Settlement Agent: I.Settlement Date:05/12/2014
1480 Maplewood Drive 1stAdvantage Settlement Services Inc. Disbursement Date:05/1?J2014
New Cumberland,PA 17070 6375 Mercury Drive,Suite 102,Mechanicsburg,PA 17050
Lower Allen Township
717-591-7755
Place of Settiement: TitleExpress
6375 Mercury Drive,Suite 102,Mechanicsburg,PA 17050 Printed 05/09/2014 at 1:53 pm
by VW
100. Gross Amount Due from Borrower 400. Gross Amount Due to Seller
101. Contract sales price 195,000.00 401. Contract sales price 195,000.00
102. Personal ro ert 402. Personal ro ert
103. Settlementchargesto bonower(line 1400) 7,868.61 403.
104. 404.
105. 405.
Ad'ustments for items aid b seiler in advance Ad'ustments for items aid b seller in advance
106. Cityltown taxes to 406. Cityltown taxes to
107. County taxes 05/09/2014 to 12/31/2014 661.24 407. County taxes 0 510 9/2 01 4 to 12/31/2014 661.24
108. SchoolTaxes 05/09/2014to 0613012014 273.56 408. SchoolTaxes 05I09/2014to O6/30/2014 273.56
109. May HOA Dues 05/09/2014 to 05I31I2014 85.32 409. May HOA Dues 05I09I2014 to 05/31/2014 85.32
110. 2nd Qtr Sewer(frach 0510912014 to 06130/2014 71.46 410. 2nd Qtr SewedTrach 05I0912014 to 06130/2014 71.46
��1. 411.
112. 412.
120. Gross Amount Due from Borrower 203,960.19 420. Groas Amount Due to Seller 196,091.58
200. Amounts Paid b or in Behaif of Borrower 500. Reductions In Amount Due to Seller
201. Deposit or eamest money 2,500.00 501. Excess deposit(see instructions)
202. Principal amount of new loan(s) 156,000.00 502. Settlement charges to seller(line 1400) 14,080.00
203. Existin loa s taken sub'ect to 503. Existin loan s taken sub'ect to
204. Credit for appraisal POC(B) 425.00 504, Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206• 506.
2�7• 507.
208. 508.
209. 509.
Ad ustments for items un aid b seller Ad ustments for items un aid b seiler
210. CityRown taxes to 510. Cityltown taxes to
211. Countytaxes to 511. Countytaxes to
212. SchoolTaxes to 512. SchoolTaxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. Total Paid b/for Borrower 158,925.00 520. Total Reduction Amount Due Seller 14,080.00
30D. Cash at Settlement fromlto Bortower 600. Cash at Settlement tolfrom Seller
301. Gross amount due from borrower(line 120) 203,960.19 601. Gross amount due to seller(line 420) 196,091.58
302. Less amounts paid by/for borrower(line 220) 158,925.00 602. Less reductions in amount due seller(line 520) 14,080.00
303. Cash QX From ❑ To Borrower 45,035.19 603. Cash QX To ❑ From Seller 182,011.58
p an or c a on o in orma on s m w per Raponsa a np, v np,en mp g e . s epancy may no ac s n oim �on,en yo era wre o com
I�I6 fmm�unlen fl 0leplaye i aurtenlh/valitl OMB control numbet.Nn CanlldaMiality b aawnA;Nls dledmun Ie m�Malory.This la tlealynatl�e proWde Ihe pertlm to a RESPA wveretl inneetllon wll�InlartnNlon tl�A�p I�e P e e
BCIlIE111EI1�PfOC89S.
Previous editions are obsolete Page 1 of 4 HUD-1
� a _ - � � .,�.._,,,�,�,-��: �.;.���. .���..,��.�.�s �� �;� ,. ��-�.�.�. , ..
700. Total Real Estate Broker Fees $11,950.00 PBid FI'Om Peid F�om
Divisionofcommission Iine700 asfollows: Bo�l'OWeI''S SeIICr'S
701. $6,100.00 to Re/Max RealtyAssociates,Inc. FUf1dS Bt Funds at
��2• $5,850.00 �o Re/MaxlstAdvantage Settlement Settlement
703. Commission paid at settlement 11,950.00
704. Commission to Re/Max 1stAdvantage 495.00
800. items Pa able in Connection with Loan
801. Our origination charge (Includes Origination Point 0.000%or$0.00) $595.00 (from GFE#1)
802. Your credit or charge(points)for the specific interest rate chosen $ (from GFE#2)
803. Your adjusted origination charges (from GFE A) 595.00
804, Appraisal fee to Members 1 st FCU (from GFE#3) 425.00
805. Credit report to (from GFE#3)
806. Tax service to from GFE#3
807. Flood certification to from GFE#3
808. to
900. Items R uired b Lender to be Paid in Advance
901. Daily interest charges from from 05/12/2014 to 06/01/2014 @$19.23291day (from GFE#10) 384.66
902. Mortgage Ins.Premium for months to (from GFE#3)
903. Homeowner's insurance for 1 ears to State Farm $680.00 P.O.C.B•(from GFE#11) 69.00
904. months to from GFE#11
1000. Reserves De osited with Lender
1001. Initial deposit for your escrow account (from GFE#9) 1,883.95
1002.Homeowner's insurance 2 months $ 62.42/month $124.84
1003.Mortgage Insurance months $ O.00/month 8
1004.City Property Tau months $ O.00/month $
1005.County Property Tax 4 months $ 84.86/month $339.44
1006.School Taxes 12 months $ 157.00/month $1,864.00
1007.Aggregate Adjustment $-064.33
1100.Title Cha es
1101.Title services and lenders title insurance from GFE#4 1,582.00
1102.Settlement or closing fee to $
1103. Owner's title insurance-First American Title Insurance Company $ from GFE�k5 195.00
1104. Lender's title insurance-First American Title Insurance Company $1,455.OD
1105. Lender's title policy limit$156,000.00 Lender's Policy
1106. Owner's title policy limit$195,000.00 Owner's Policy
1107.AgenPs portion of the total tiUe insurance premium $1,338.75
to 1 st Advanta e Settlement Services Inc,
1108. Undenvriter's portion of the total title insurance premium $311.25
to First American Title Insurance Com an
1109.
1110. Notary to Vickie Welker 10.00
1111.Tax Certification Fee to 1 st Advantage Settlement 20.00
Services Inc.
1200.Govemment Recordin and Transfer Cha es
1201.Govemment recording charges $ (from GFE#7) 174.00
�2�2.Deed$67.00 Mort a e$107.00 Release$
1203.Transfer taxes $ (from GFE#8) 1,950.00
1204. City/County taxlstamps Deed$1,950.00 Mort a e$
1205.State Tax/stamps Deed$1,950.00 Mort a e$ 1,950.00
1206. Deed$ Mort a e$
1207, g
1300.Additional Settlement Char es
1301.Requlred services that you can shop for (from GFE#6)
1302. Home Inspection&Termite Cert to The�rtus�rou $325.00 P.O.C.B'
1303. to
1304. Resale Cert to Pro Mana ement,Inc. 150.00
1305. Initiation Fee to The Beacon HIII Communit Assoc. 115.00
��� � ' ' ' • ' ' ' 7,868.61 14,080,00
'Paid outside of closing by(B)orrower,(S)eller,(L)ender,(I)nvestor,Bro(K)er.'"Credit by lender shown on page 1.""Credit by seiler shown on page 1.
Previous editions are obsolete Page 2 of 4 HUD-1
Com arison of Good Paith Estimate GFE and HUD-1 Char es Good Faith Estimate HUD•1
Char es That Cannot Increase HUD-7 Line Number
Our origination charge g 801 595.00 595.00
Your credit or charge(points)for the specific interest rate chosen # 802 0.00 0.00
Your adjusted origination charges # 803 595.00 595.00
Transfertaxes 1203 1,950.00 1,950.00
Cha es That in ToWI Cannot Increase More Than 10% Good Faith Estimate HUD•1
Govemment recording charges # 1201 238.00 � 174.00
Appraisal fee # 804 425.00 425.00
Credit report # 805 0.00
# 0.00
#
#
#
#
663.00 599.00
• ' '' ' � $ -64.00 or -9.6531%
Char es That Can Chan e Good Faith Estimate HUD•1
Initial deposit for your escrow account # 1001 2,200.00 1,883.95
Daily interest charges from # 901 $19.2329lday 500.05 384.66
Homeowner's insurance # 903 600.00 749.00
Title services and lender's title insurance # 1101 1,833.75 1,582.00
Owners title insurance-First American Title Insurance Company # 1103 195.00 195.00
#
#
Loan Terms
Your initial loan amount is $156,000.00
Your loan term is 30.years
Your initial interest rate is 4.5000%
Your initial monthly amount owed for principal,interest,and any mortgage $819.03 includes
insurance is QX Principal
QX Interest
❑Mortgagelnsurance
Can your interest rate rise? QX No. ❑Yes,it can rise to a maximum of %. The first change
will be on I I and can change again every years after l 1 . Every
change date,your interest rate can increase or decrease by %. Over the life of
the loan,your interest rate is guaranteed to never be lower than °/a or higher
than °/a.
Even if you make payments on time,can your loan balance rise9 QX No. ❑Yes,it can rise to a maximum of$ ,
Even if you make payments on time,can your monthly amount owed for QX No. ❑Yes,the first increase can be on / / and the monthly
principal,interest,and mortgage insurance rise? amount owed can rise to$ ,
The maximum it can ever rise to is$ ,
Does your loan have a prepayment penalty? QX No. ❑Yes,your maximum prepayment penalty is$ .
Does your loan have a balloon payment? ❑X No. ❑Yes,you have a balloon payment of$ due in
years on I I .
Total monthly amount owed including escrow account payments ❑You do not have a monthly escrow payment for items,such as property taxes
and homeowner's insurance. You must pay these items directly yourself.
QX You have an additional monthly escrow payment of$304.28
that results in a total initial monthly amount owed of$1,094.71. This includes
principal,interest,any mortgage insurance and any items checked below:
❑X Property taxes ❑X Homeowner's insurance
❑Flood insurance QX School Tax
❑ ❑
Note: If you have any quesfions about the Settlement Charges and Loan Terms listed on this form,please contact your lender.
Previous editions are obsoiete Page 3 of 4 HUD-1
�
HUD CERTIFICATION OF BUYER AND SELLER
I have carefuily reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of ali 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.
�—�L�^?YGt-t��� _
Todd K.Zeigler
7 ' � � i'�
Lanette eigler � __ �
�� L,
/
��
Marjorie E.D' ar Estate
The HUD-1 Settlement Statement which I have prepared is a true and accurate accaunt of this transaction.I have caused or will cause the funds to be
disbursed in accordance with this statement.
SETTLEMENT AGENT DATE �(5/
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.
Previous editions are obsolete Page 4 of 4 HUD-1
• • 1 1 � 1�
Name oi Borrower: Name of Seller: File Number
Todd K.Zeigler Marjorie E.Dittmar Estate 14140
Lanette A Zeigler
TitleExpress
Prepared 05/09/2014 at 3:02 pm
Note: This page is furnished to give you an itemization of the amounts shown on Paid From Paid From
Lines 1�01, 1103 and'I'104 of the Settlement Statement(HUD-1).This page Borrower's Seller's
accompanies but is not a part of the settlement statement. If a discrepancy Funds at Funds at
exists,the information shown on the Settlement Statement(HUD-1)applies. Settlement Settlement
1100. Title Charges Amounts Included
in Line 1101
1101. Title services and lender's title insurance 1,582.00
a. Wire In Fee $ 12.00
b. EmaillDoc Copy Fee 50.00
c. Ovemight Delivery Fee-Package 25.00
d. Notary Fee 40.00
$ 127.00
1102. Settlement or closing fee
1103. Owner's title insurance (policy) $ 195.00 795.00
1104. Lenders title insurance (policy) 1,180.00 $ 1,455.00
a. Endorsement 820 PUD 50.00
b. Endorsement 900 EPL-Residential 50.00
c. Endorsement 100(No Violation) 50.00
d. Endorsement 300 Survey 50.00
e.Closing Service Letter 75.00
(Total 1103+1104)
1105. Lender's title policy limit 5156,000.00
1106. Owner's title policy limit 5195,000.00
1107. AgenPs portion of the total title insurance premium $ 1,338.75
1106. Underwriter's portion of the total title insurance prem. 311.25
(Total 1107+1108)
1109.
1110.
1111.
1112.
� .. . . . . /
Totat Borrower Borcower Seller
1100. Title Cha es with Pa ee Char e POC or Credit Line 11D1 Paid
1101. Title services and lender's title insurance $
a.Wire In Fee to 1st Advantage Settlement Services Inc. 12.00 12.00
b. EmaillDoc Copy Fee to 1 st Advantage Settlement Services Inc. 50.00 50.00
c. Ovemight Delivery Fee-Package to 1 st Advantage Settiement Services Inc. 25.00 25.00
d. Notary Fee to Vickie Welker 40.00 40.00
1104. Lender's title insurance to 1st Advantage Settlement Services Inc. 1,455.00 1,455.00
$ 1,582.00 1,582.00
Kelley Blue Book Page 1 of 2
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' ' � Kelley Blue Book The Trusted Resource`
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aavertisement why a0s?
Your Blue Boolr Value
1997 Chrysler LHS
Style:Sedan 4D
�,;�.. � Mileage:80836
� �
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Private Party Value Vehicle Highlights
' Excellent MPG:City 15/Hwy 24 Max Seating:6
; $2,795 �
Doors:4 Engine:V6,3.5 Liter
' Very Good !
�2,645 � Drivetrain:FWD Transmission:Automatic
' Good EPA Class:Large Cars Body Style:Sedan
$2,570
Country of Origin:United States Country ot Assembly:Canada
'; Fair ` s- ---_._. ___.___. _____ _____�.__ _.�----.-----_� _._---.— ._..__�. _.�__.�._._.___._ �
. �_._._________.1
$2,095
________.________._._;
Your Configured Options
Our pre-selected options,based on typical equipment for this car.
/ODtions tha[you added while configuring this car.
Engine Com(ort and Convenience Seab
V6,3.5 Liter Air Conditioning Dual Power SeaGs
Transmission Power Windows Leather
Automatic Power poor Locks Wheels and Tires
Drivetrain Cruise Control Alloy Wheels
FWD Steering
Braking and Traction Power Steering
ABS(4-Wheel) Tilt Wheel
Entertainment and InstrumenWtion
AM/FM Stereo
Cassette
Premium Sound
Sa(ety and Security
Dual Air Bags
Glossary of Terms
Kelley 61ue Bookp Trade-in Value-This is the amount you can expect to receive when you trade in
your car to a dealer.This value is determined based on[he style,condition,mileage and options
indicated.
Kelley Blue Bookp�rivate Party Value-This is the s[arting point for negotiation of a used-car sale
between a private buyer and seller.This is an"as is"value that dces not intlude any warranties.The final
price depends on the car's actual condition and laal market factors.
http://www.kbb.com/chrysler/lhs/1997-chrysler-lhs/sedan-4d/?pricetype=private-party&ve... 7/10/2013
Kelley Blue Book Page 2 of 2
Excellent Condition:3%of all cars we value meet this criteria.This car looks new and Is in excellent
mechanical condition.It has never had paint or bodywork and has an interior and body free of wear and
visible defects.The car is rust-free and dces not need reconditioning.Its clean engine compartment is
free of fluid leaks.It also has a clean title history,has complete and verifiable service records and will
pass safery and smog inspection.
Very Good CondiGon:23%of all cars we value meet this criteria.This car has minor wear or visible
defects on the body and interior but is in eucellent mechanical condition,requiring only minimal
reconditioning.It has little[o no paint and bodywork and is free of rust.[ts clean engine compartment is
free of fluid leaks.The tires match and have 75%or more of tread.It also has a clean title history,with
mort service records available,and wilt pass safery and smog inspection.
Good Condition:54%of all cars we value meet this criteria.This car is free of major mechanical
problems but may need some reconditioning.Itr paint and bodywork may require minor touch-ups,with
repairable cosmetic defects,and its engine compartment may have minor leaks.There are minor body
scratches or dings and minor interior blemishes,but no rust.The tires match and have 50%or more of
tread.It also has a clean title history,with some service records available,and will pass safety and smog
inspection.
Fair Condition:18%of all cars we value meet this criteria.This car has some mechanical or cosmetic
defetts and needs servicing,but is still in safe running condition and has a clean[itle his[ory.The paint,
body and/or in[erior may need professional servicing.The tires may need replacing and there may be
some repairable rust damage.
c�1995-2013 Kelley Blue Book Co.',Inc.Atl rights reserved.
�;7013 Yr.11ey E311ia Qook Cn.,Inc.all rlyhYS reseiYed.7,N/7013-7/I./�023 Edlt�un�nr oenn>yfvaniu 17070.rne SU°-��Fi�inlorr�h[!on rey��ied fo
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v2li�(TC IO vPhh.-iP-ALCi/dl��dllidLill/IS Will vrI y b,f�2tl u(JOl1�I13/kd[CO��Uil�Oil!.,Sp2CifiCdfi0�1'3,v2�1�l:Ir CV/Idit10/1 O�Othd�(J9YLiCUId�fi/Cl//�IStd�ICPv p¢/lillP./If
Co thl�O�rl�CUiar vLl���le or the tranSaCt'�Gn o�f'ne 0���'e5 to the tr'3n5acClon.i711s�'2port�5 i�lfYndPO/G/Me Intllv;0ua!u5e of lf12 Ve�sorl y2llera[!ng lhis
�epoYt only anb snall no[�a scld oP oan>�nifle0 fo anecher pa�ry.Kelley Plue Bock avu�n2s no r�'sl+onsib;�lty ior errors o�omissions.j..13071)
http://www.kbb.com/chrysler/lhs/1997-chrysler-lhs/sedan-4d/?pricetype=private-party&ve... 7/10/2013
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FIH$T t1EN FAVOR OR:�. � SECOPID LIEN,FAVOR OF:
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AUTt10HIZED REPRESENTATNE DATE� � .. I
�JNQ ADORE84� � � �
• O O U O O O Bv A�THORIZED REPREBENTATNB il
MARJORIE E DITTMAR ';
'� 6 ARn1KORE CIRCLE
�" NEW CUMBERLAND PA 17070
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C � �� prlXy e�d tlr d�d Ww. IM oMCW,�.d�,. P.�,.,�.�+.o.�� BRADLEY L MALGORY"
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r owner,dtla goes to survivirp ownerJ CHECK HERE 0.Otherv+is�,tlM litllw-
wIN be iesuad as'Tenanb in Common'(On deetlY d one owner,interset W
.� decaesed owner goes to his/tiar hBira or estate).
�E� SIONRTINIE.OF PEPBON MMINISTERM(i OATH t St LIFN OA7E ♦ IF NO ItEN.CHECK� ����.�.
- � 15T LIENFIOLDER
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� FINANCIAL IN3TINT10N NUMBEfl
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�• • •. � � �• • �
� First Citizens
Bank
May 6, 2013
To whom it may concern:
Please accept this letter as verification of balance for the accounts held in the name of Marjorie E.
Dittmar.The balances listed below are dated for April 24, 2013.
008070004396-Tiered Money Market Savings- $21,132.44
008682567720- Premier Checking account-$13,420.79
Please let me know if I can provide further assistance.
Kindest Regards,
JAIME KULOW
FIRST CITIZENS BANK
�r'!C:t Pf�'ESIDEN_t
I��1t�l�NC;IAI... ,`�At_.F_S MANAC:.�E:R
��.r�jt�e�t fiE_tvc:�E�
919/716-4903
jaime.kulow@firstcitizens.com
00-900108(10/t i)
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BA N K 3801 Paxton Street 888.937.0004
Harrisburg, PA 17111 mymetrobank.com
5/7/13
Gerald J. Shekletski, Esquire
Law Offices of Stone LaFaver& Shekletski
414 Bridge St.
P.O. Box E
New Cumberland, PA 17070
RE: Estate of: Marjorie E. Bauer a/k/a Marjorie E. Dittmar
Tax Identification Number: 217-24-2577
Date of Death: April 24, 2013
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: CK
Account Number: 513204644
Date Opened: 06/05/2000
Date Became Joint: 06/14/2002
Primary Owner: Marjorie E. Dittmar
Secondary Owner: Kirk P. Dittmar
Accrued Interest: * $ 0.31
Date of Death Balance: $ 4,601.81
** Please note: The accrued interest will not be paid if the account is closed prior to the
date the interest is scheduled to post.
Please feel free to contact us at 1-888-937-0004 if we may be of further assistance.
Sincerel
i -.._. __...__
Jennifer Jacobs
Research Associate
Metro Bank
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