Loading...
HomeMy WebLinkAbout05-21-14 (3) REV-1500 EX(02-11) t 1505610143 PA Department of Revenue OFFICIAL USE ONLY P Pennsylvania ceunry cede Year File Number Bureau of Individual Taxes PO BOX.280601 INHERITANCE TAX RETURN 21 13 1123 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Dale of Birth 10 05 2013 11 10 1939 Decedent's Last Name Suffix Decedent's First Name MI TAYLOR JUNE J (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 1, Original Return 2, Supplemental Return 3, Remainder Return(Date of Death Prior to 12-13-82) q. Limited Estate qa Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) ❑ 6. (An ah Copy of Will)to EJ 7 Detto ce8 Maigred Living Trust 0 B, Total Number of Safe Deposit Boxes opy 9, Litigation Proceeds Received 10.bRhreen i?volf Fnedit{Dat95�f Death 11,Election to tax under Sec.9113(A) and (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULggE DIREC159 TO: Name Daytime Telpohone NumbW �:D rn KRISTINE K EVELER 717 2693000: o 0 REGISTER WWIL�S US03NL V—' �p Co First Line of Address p o-) o •"O `�1 T 2997 CAPE HORN RD STE A C) ° -n 3 o t- m Second Line of Address —1 `,.I O T+ co T City or Post Office State ZIP Code DATE FILED RED LION PA 17356 Correspondent's e-mail address: kristine(cDevelerandeveler.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 9 Qi� p Cindy L.Wolfe ADDRES 1 SIN Kendale Place Lancaster PA 17601 SIG A THERT REPRESENTATIVE KRISTINE K. EVELER S 6 ADD ES 2997 Cape Horn Rd., Ste A-6, Red Lion, PA 17356 1505610143 Side 1 1505610143 j A�\ ll J 1505610243 REV-1500 EX Decedent's Social Security Number DemdeM's Name: Taylor, June J. _ RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 163,393. 60 2. Stocks and Bonds(Schedule B)............................................................................. 2. 26, 763 . 55 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. 22 ,396. 33 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 6,344 . 43 7. Inter-Vivos Transfers&Miscellaneous Nt Probate Property (Schedule G) u Separate Billing Requested............ 7. 135 ,150 . 03 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8, 354 , 047 . 94 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 45 ,233 . 94 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 53 . 20 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 45 ,287 . 14 12. Net Value of Estate(Line 8 minus Line 1 1).......................................................... 12. 308, 760 . 80 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. 308, 760 . 80 TAX COMPUTATION-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.00 15. 0 . 00 16. Amount of Line 14 taxable 308 760 . 80 16. 13 at lineal rate .045 r ,894 . 24 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19.• TAX DUE................................................................................................................ 19. 13,894 . 24 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. n Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-13-1123 Decedent's Complete Address: DECEDENT'S NAME Taylor,June J. STREETADDRESS 211 S. Norway Street CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1} 13,894.24 2. Credits/Payments A. Prior Payments 13,500.00 B. Discount 894.71 Total Credits(A +B) (2) 14,194.71 3. Interest (3) 4, If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4) 300.47 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) Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS L 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 income:...................... c. retain a reversionary interest;or................................................................-................-........................... x d. receive the promise for life of either payments,benefits or care?............................................................ ❑x 2. if death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................-........................._......................_....................__....................... ❑ r1 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ Q 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. r For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)j. For dales 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 lax 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 forthe use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 172 P.S.§9116(a)(1)j. • 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. Rev4502 EXr(01-101 SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 All real property owned solely or ae a tenant in common must be reported at fair market value.Fair ma*ot value is defined as the price at which propery 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 fads. Real property that Is Jointly-o med with right of survivorship must be disclosed on schedule F. Attach a wov of the settlement sheet if the womerty has been sold Include a coov of the deed showirw decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real estate situate at 211 S Norway St., Mechanicsburg Borough,Cumberland County, PA- 146,000.00 More fully described in deed dtd.1/8/64,recorded in Book C21,page 123,from Thomas F. Bender and Shirley A.Bender,to Wayne F.Taylor and June J.Taylor 2 Real estate situate at Whiskey Spring Rd., Franklin Twp.,York County, PA-More fully 17,393.60 described in deed dtd. 10115/80,recorded in Book 81-Y page 627,from Freda M.Sheets and Stephen S.Sheets to June J.Taylor and Wayne F.Taylor.Assessed value 15,530 x 1.12 CLR TOTAL(Also enter on Line 1,Recapitulation) 163,393.60 (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-1503 FXa(5.99} SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTOECEDENT ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 All Property jointlyo tut with right of suMvorship must M disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE of DEATH 1 147.477 shares of First Eagle Fds Inc.-Janney Montgomery 53.2499983 7,853.15 Scott LLC Individual Acct.xxxx8649 2 348 shares of PPL Corp-Janney Montgomery Scott LLC 30.1325 10,486.11 Individual Acct.xxxx8649 3 951.897 shares of Sentinel Group FDS Inc.-Janney 8.8500016 8,424.29 Montgomery Scott LLC Individual Acct. xxxx8649 TOTAL(Also enter on Line 2,Recapitulation) 26,763.55 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule 8(Rev.6-98) Rev4508 EX*(11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 Indutle iha proceeds of litigation and the date the proceeds were received by the estate. R8 FroPertYlolydiY.ownad Win the right of aurvivorship avast be drectosed an sche"a F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash Sweep-Janney Montgomery Scott LLC Individual Acct xxxx8649 6124.36 2 Comcast-Refund 47.01 3 Fed X-Vacation pay 121.53 I 4 Misc.refund 10.00 5 Motorists Mutual Insurance Co.-Premium refund 262.23 6 Motorists Mutual insurance Co.-Premium refund 413.78 7 PA Dept of Revenue-income tax refund 60.00 8 PA Media Group-Refund 115.84 9 Pinacle Health-Refund 25.00 10 Prorata refund of items paid by seller prior to real estate closing-Lines 406,407,408 of 11098.68 settlement statement 11 U.S.Treasury-Income tax refund 118.00 12 2010 Toyota Rav4,4WD Sport Utility-25,494 miles %000.00 TOTAL(Also enter on Line 5,Recapitulation) 22,396.33 (if more spate is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule E(Rev. 11-10) ROV-0509 EJN(0410) Pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 R en asset Was made Joint within one year of ft dscsdanrs date of d"th,It must be reposed on sche"t,O. SURVIVING JOINT TENANT($)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Cindy L Wolfe 1909 Kendale Place Daughter Lancaster,PA 17601 B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH ITEM INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH ECD VALUE OF NUMBER FOR JOIN MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR ALUE OF ASSE INTEREST DECEDENTS INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. 1 A 04/1011998 Sovereign Bank Ckg.xxxx2127 12,688.86 50.000% 6,344.43 TOTAL(Also enter on Line 6,Recapitulation) 6,344.43 (If more space is needed,additional pages of the same size) , Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1600 Schedule F(Rev.01-10) Rev-1510 EX.(08491 SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 This schedule must Im 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% EXCLUSION TAXABLE NUMBER THE DA E O TROAtFdTFER A7fACFI HE PY ATTHE DEIED FOR REAL Es�e VALUE OF ASSET INTEREST {IF APPLICABLE) VALUE 1 Janney Montgomery Scott LLC IRA Acct.xxxx0823- 13,518.27 100.000% 0.00 13,518.27 Beneficiaries:Cindy Wolfe,daughter Douglas W. Taylor,son,Nicole R.Taylor,dtr-in-law 2 Janney Montgomery Scott LLC IRA Acct.xxxx0823- 42,207.76 100.000% 0.00 42,207.76 C,enworth Financial Life&Annuity,Beneficiaries: Cindy Wolfe,daughter, Douglas W.Taylor,son;Nicol R. Taylor,dtr-in-law 3 Janney Montgomery Scott LLC Roth IRA Acct '2,686.22 100.000% 0.00 2,586.22 xxxx0982-Beneficiaries: Cindy Wolfe,daughter Douglas W.Taylor,son, Nicole R.Taylor,dtr-in-law 4 Ohio National Variable Annuity Cotract El 444686- 76.837.78 100.000% 0.00 76,837.78 Janney Montgomery Scott LLC Individual Acct. xxxx8649. Beneficiaries:Cindy Wolfe,daughter; Douglas W.Taylor,son;Nicole R.Taylor,dtr-in-aw TOTAL(Also enter on Line 7,Recapitulation) 135,150.03 (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) REV4611 EX.(10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DEC ENTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 _ Decedent's debts must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s)attached 5,603.17 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Cindy L.Wolfe Street Address 1909 Kendale Place City Lancaster State PA zip 17601 Year(s)Commission Paid 9,300.00 2. Attorney's Fees Eveler&DeArment LLP 6,300.00 3. Family Exemption: (If decedent's address is not the same as claimant's„attach explanation) 3,500.00 Claimant Cindy L.Wolfe Street Address 1909 Kendale Place city Lancaster state PA zio 17601 Relationshio of Claimant to Decedent Daughter See continuation schedule(s) attached 4. Probate Fees 433,50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 20,097.27 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 45,233.94 Copyright(c)2009 form software only The Lackner Group,Inc. Forth PA-1500 Schedule H(Rev. 10.09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Taylor,June J. 21 13 1123 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Cocklin Funeral Home-Funeral services 5,503.17 2 Minister stipend 100.00 H-A 5,603.17 Family Exemption 3 Cindy L Wolfe-Family exemption 315110-00 H-B3 3.500.00 Other Administrative Costs 4 Bass Air Quality System -Radon mitigation 700.00 5 Borough of Mechanicsburg-Utility service. 126.00 6 Comcast-Utility service 7611 7 Douglas Taylor-Parts and labor,repairs to house in preparation for inspection 200.00 8 Douglas Taylor,refund costs advanced-Door replacement 12719 9 Douglas Taylor, refund costs advanced-MISC.materials for repairs 7.92 10 Eveler&Eveler,refund costs advanced-Register of Wills, oath&certified mail service 20.00 11 Eveler&Eveler,refund costs advanced-Sovereign Bank,account verification fee 20,00 Copyright(c)2002 form software only The Lackner Group,Inc. Forth PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 ITEM NUMBER DESCRIPTION AMOUNT 12 Eveler&Eveler,refund costs advanced-Cumberland County Law Journal,advertise legal 75.00 notice 13 Eveler&Eveler,refund costs advanced-The Sentinel advertise legal notice 169.30 14 HR Block-Preparation of decedents income tax return 255.00 15 Janney Montgomery Scott LLC Estate Acct,xxxx9509-Estate valuation charge 150.00 16 Michael Mentzer-Labor and materials,painting 270.00 17 Motorists Mutual Insurance Co.-Insurance premium 29.50 18 Motorists Mutual Insurance Co.-Insurance premium 504.00 19 PPL Corp-Utility service 27.02 20 PPL Corp-Utility service 20.56 I 21 PPL Corp-Utility service 21.78 22 PPL Corp-Utility service 21.98 23 PPL Corp-Utility service 18.62 24 PPL Corp-Utility service 9.57 25 PAL Corp-Utility service 31.67 26 Real estate closing costs-Line 520 of settlement statement 16,609.66 27 UGI Utilities-Utility service 30.46 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 Taylor,June J. 21-13-1123 ITEM NUMBER DESCRIPTION AMOUNT 28 UGI Utilities-Utility service 8718 29 UGI Utilities-Utility service 81.66 30 UGI Utilities-Utility service 97.02 31 UGI Utilities-Utility service 97.86 32 UGI Utilities-Utility service 31.52 33 UGI Utilities-Utility service 16.15 34 United Water-Utility service 11.42 35 United Water-Utility service 11.42 36 United Water-Utility service 11.54 37 United Water-Utility service 23.08 38 United Water-Utility service 11.59 39 United Water-Utility service 17.56 40 William Lastoskie,T.C. -County&municipal real estate tax 77.93 H-B7 20.097.27 Copyright(c)2002 forth software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX-(12-W) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT DEPARTMENT OF REVENUE r INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF Taylor June J FILE NUMBER 21 13 7123 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,Including umaimbursed medical expenses, ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Sovereign Bank-Credit card balance 16.00 2 UHIC-Healthcare premium 37.20 TOTAL(Also enter on Line 10, Recapitulation) 53.20 (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-(0140) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Taylor,June J. 21-13-1123 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSONS)RECEIVING PROPERTY DECEDENT (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Douglas W.Taylor Son 25%of residue 220 Franklintown Rd. Dillsburg, PA 17019 2 Nicole R. Taylor Daughter. 25%,of residue 429 W. Main St. Apt. 2 Mechanicsburg, PA 17055 3 Cindy L.Wolfe Daughter 50%of residue 1909 Kendale Place Lancaster, PA 17601 Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL 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 Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) _ 110, DEED "'jt Uy Y,1;L UR.7 ALL STATE LEGAL SUPPLY CARI. 1116 ARCH ST.PH I.ACELPHIA;PA.11101 �V .(3.w ♦ 1565 Afade the / fh day of Oc-y- bei , in the year :1"ineleen hundred and eighty (1980) c`°P Pmt FREDA M SNEETS and STEPHEN S. SHEETS, hen &,bond, 06 R.D. 2, GaAdnene, Penn6yCvania, GRANTORS A N D £ JUNE J. TAYLOR and WAYNE F. TAYLOR, her. hu6band, 06 21.1 Nonuny_Stneet, Mechanicabung, Penn.6ytvania, GRANTEES ifnrssefll That in consideration of Thirteen Hundnel DottaAb and no cent6 ($1300.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said grantor do hereby grant and convoy to the said grantee Al fiheiA heirs and assigns, 6 ALL THAT CERTAIN twat a6 Card ditaate in the g most i o Fxankti,n, County. 06 York an, Co wit: atth a6 Penn6yCvania, being most 6u,U2y ou a and .Zimited . a6 �joLUow6, to wit: BEGINNING at an axed in�ithe eentuUi.ne 06 a r(ght-o6-way N/F.06 the GAantee6 heAein; thence'atong Cand6 N/F o6 Cheater. C. Mwotay, SA., the 60ttowing counaeb and oL66tanee6: NoAth 6i6teen (L51 degrees We t jour hundAed 6eventy-jive ana,�twe.nty hundnedth6 (475.201 6eet to a.paint; :thence North eighty-beven 1871 degnee6 6ijteen (15) minute6 Eabt 6ouA. hundAed ten and 6i6ty-.two hundAedth6 (410.52) beet to. a point:at Cand6 N/F of.JOS eph B. and Cynthia Funk; thence along Cant mentioned Conde the 6ottowing eourber and di6tanceh: South thirteen (13) degneez Ea6t three hundAed thtee and aixty hundredths (303.60) beet to a point; thence Soufih 6ixty-jour (64J degreea 6i6teen (15) minutes West thAee hundAed s ueri.+y-vu.ne and 6i6ty- hundnedth6 (379.501 beet to-an axet in the eentv&eine o6 a 4ight-o6-way _ WE o6 the GAan.teea heAein, and the Ptaee 06 BEGINNING. CONTAINING 3.5 Ac&u moAe or te66, in accoAdance with a 6uAvey by Rodney Lee DeekeA, dated Juty 6,- 1976, -ptotted 6AOm the deed. IT BEING.the Game pnemiae6 which Freda M. Sheet6, Executrix o6 the E6tate 06 GA.etna M. Wenger, and the.heiiu 06:Gnetrla: M. Wengch, by theiA;Estate Deed.dated•November. 3, 1976, and,Aecaaded in the Yonk County ReeoAdeti's 066ice in Deed Booh 71 A' at, page 820, 94dnted' and conveyed unto.June J. Taytoa and Freda.M. Sheet6. The'.6aid-Freda M. Sheet6 ab a.gAantoti conveya a.C2 he/L.u)idioided::6ne-hde6.,;interebt in and to 6aid pliopeaty and and togetheA with Shen husband';:Stephen S. Sheet6, oAe the GAantoAh heAein. THE GRANTORS'GRANT UNTO THE GRANTEES herein the 6otCowing dear&ibed Alight - o6-way: BEGINNING at a point in Whi6key Spning6 Road, .Townzhcp Road'-?-k74; at tanda N/F of Cheater. C. MaAray Sn.; thence by Cand6 N/F a4•.Che,6teA C. Mu y, SA., NoAfih 62. deg4ee6 30 minuted Eabt book hundred 6ixt'y-dix and ninety-hive hundredth6 (466.951 beet to a point. at coAn¢jc o6-.fi6nda ( 628 F NIF o6 Freda M Sheets and June J:.Taytax; ;th.ence Soath 27 degrees-thWy 1(301 It minatea East"raght and no hhndxedthb (8.00) 6eet fio c point; thence Smith" M(621 degrees thirty- 1301'mikuteb West 6owc hundted beventy andx:utiha ,1470:301 Beet to a-po_At'in'T 874; thence throaghT 4) degrees 43.htb'utea-.Weat eight and sixty-eight hundxedthb' to a pocnt"in Whizkey Sp,ui 6 Road; T-874,-attandb N/F"o6:Che6tex C Murray Sr the gut mentconed pint and Place.o6 BEGINNING.: .ST BEZN^the"borne jakem4e4 A*ZchAW:mm H At6ent Exe&vix o6 the - � Fbtate o6-"Ira I Atbext; by e�e hen deed dated Oetob 4, 7976, and xecoxded ..in the 066ic.e o6 the Recorder n6 0eed6 in and box York'County, pennayf =vacua in Deed Book 71 A, at page, 826 granted and conveyed wbto' 4 Freda M Skeeta and June J. ray&, Tke baid_Fxeda M. Sheets a6 one 1 06 the GxantoA4 henetrarexewtea th" deed'to:convey hen undivided one= has{, iitm"t in and tq:th+_a�pxopeA.tg.unto-the Grantw and Z6 jo.ined:. I . by" -husband, Stephen S: Sheeta.ab-Gxantorb heaein. " fi j j ,. I ? r. SIY var.._ 629 .: P'lUb the said _�rantory do hereby G N E R A L L V warrant' the property hereby conveyed. "l14 p SS tXtVf, raid grantor, have hereunto settjLe handy and.vraly the day and yeor/i.rst above written, *iynrb, *ralrb anb 3yrllaarrrb f..,` c'ia flar r�rrsnarr aF fir_— � � �✓ . /�jiy, yy�. � p_a FREDA SH i ST PHEN S. SHEETS 6i>aanaasancaraik9a aF ;�arana�l>maaaia � • 191113,111V :of yo v K. }erg'. - O" tAwb , if dory of 0 C2 ho 6 e✓ 080 bnJura me 0. noto y C Ih a ;mdr,iareer( aJ.cnr, pn,nvoanlir aP rrrtred FREDA N. Nill S STEPHEN S. SHEETS, hen h"band knawn to mo(ur.enG:+fnravi[y prunwt)La br.Lhr prmm�b mhnvc rtvmed cAe x+abxc>i6ed-0o'L'hawithin ,_ invin+rnrtnL,and vekrmm/edbmf L/ent .my ennairr!Llu:.vnme for lliepmrJrose Lhe ciaCORCAine/F. ' /N N^(7y^E'SS' N7I Elf 8O1',P/mue hnroamlo xeL my'hvnd wrrd nO.EaMaQ- ee�L '$'},lA ClE`IOd M 4?TPIUGTOM Hoar G 6,.C3 r POeG4,YORK CGV y I Y EXPIRE CEC • � b :QSanaanaaarueralfla. of ........ - CLa�uaitk aF } . Oa fhix. Ma do,of Y'J boJure nee ...... . the vndeceignrd o/Ji enr, peredimlly rlppeored kv..... n+r(wxn Gs/arloril.PnrrrnJ lu br Ll<rvprremb roho.ert nvmrt x ub.veiibed'1.Lhe,Wlhln u+.rnrn+enL.unr(vi LV""r/crl�rd L/vrt he rx'ac"leri'.l h.c sam.a,(or L!u•parpo.ee Lhercrn'ebntoirindl !:1'IP77NESS,LV1187fB OF./'h-,e here"111o..vel my.hand, ml �. PYPD}�I 'terPISF7?( that the pr a ess o/'the grantee he'reirt us. - f)9a cl.. 1q iloSS - r Mate of _ c. .811 PAC: 630: se: (Taunter of On this;the -: : d J'of .1 "-' i9 ..,bet.nr me + the undersigned officer,personally appeared 1 k in. ..FL{q lNr.-(,v�actVd pi°;GV�lo be 11 epe on whbvepnme ,.qubscr[bed to the rnithin. l x6w,i' 1 and v6kho+ ! Queer/Z%iot A� eared fl same(or me p 'p"-e',therda contained.: Y I.#�N'(T1 E$S W'HEREOF,.I+mte.lv muveo sq,rny rtan i,"and. seal.- c., I; . . l 1 COMMONWEALTH OF PENNSYLVANIA= DEPARTMENT OF REVENUE _ REALTY _ c IA,(NSrER.7'40'' L Shod, ' ofm x .1 PS o By Au 6on,,of - - - "REAL E$ATE TR,:LPER Tsx RESDL mw:fl Ameuar E d PS T.e.. ;— � P W on SW tiLL a, y " tt�oznzrrIIZZxuaalt.[� IIf�rxczcs�Clvaizrza ss. II838tE ffi York Atrvrbts4 in the Offoce for'Becordiri¢of Deeds in and for Yo-k;.County. in Deed Book B1-Y Xo. - - page 627 Etc .. Aunts; my hand and seal of Ofiee-this 17th day.of October nreo Domini 19.80 Becorder [ <Title> r-- a Parcal`Key 29000NA00190000000 ` ,Parcel ID: r t , !Location:WHISKEY SPRING RD - iOwner:TAYLOR JUNE J&WAYNE F TAYLOR 1I1-and Value-$15530 ^iBuilding Value:$0 {Total Value:$15530 ?IDeed Book/Page:081Y-0627 j ;,]Grantor: Clean&Green:N 0 y�Acreage:3.450 �- ,,Land Class: 100 Sale Price:$1300 (Sale Date:Tue Sep 30 1980 _jHomestead Code: ,HomesteadApprov.: (Homestead%: Farmstead Code: Farmstead%: Copyto Clipboard } ' 110I0 ` 1 S iJ 0009H 00094 r 000910 € 0009M 0009 N 0009K Road N . 'ounly, ' Municipalities Rail ��SS,CSSITt�13; t71 � 100 yrlooclplain Parcels j {------ Easements) (�-- Soils) 10110/2013 Xfapx are not front act«al :tu re5 Scale 1:2400 Made this I .5 day of January in the year nineteen hundred and SIXTY-FOUR (1964) 35MU Q I, THOMAS F. BENDER and SHIRLEY A. BENDER, his wife, of the Borough of Mechanicsburg, County of Cumberland, State of Pennsylvania, (hereinafter called the Grantors ), and WAYNE F. TAYLOR and JUNE J. TAYLOR, his wife, of the Borough of Mechanicsburg, County of Cumberland, State of Pennsylvania, (hereinafter called the Grantee WitneOISOb, That in consideration of i ff Twelve Thousand Five Hundred (412,$00.00) - - - - - - - - - - - - - - - - - - - - -Dollars, in hand paid,the receipt whereof is hereby acknowledged,the said Grantor, do hereby grant and convey unto the said Grantee a their heirs and assigns, ALL TBAT CERTAIN lot or parcel of land, situate in the Borough of Mechanicsburg, Cumberland County, Pennsylvania, bounded and described in accordance with a survey and plan thereof made by D. P. Raf£ensperger, Registered Surveyor, dated December 27, 1963, as follows:-- BEGINNING at a Point marked by an iron pin on the Easterly line of Norway Street said point being two hundred twenty (220) feet South of the centerline of Simpson Street; and at a corner of land now or late of Robert Rupp; thence along said land North sixty-four (64) degrees thirty (30) minutes East one hundred thirty-three and thirty-five one-hundredths (133.35) feet to A corner in line of land now or formerly of Wilbur H. Fought; thence along said land South nineteen (19) degrees thirty (30) minutes East eighty (80) feet to-an iron pin in the Northern line of Robert Street; thence along Robert Street South sixty-Pour (64) degrees thirty (30) minutes West one hundred thirty-three and thirty-five one-hundredths (133.35) feet to an iron pin at the Northeast corner of Norway and Robert Streets; thence along Norway Street North nineteen (19) degrees thirty (30) minutes West eighty (80) feet to the Point and place of BEGINNING. HAVING thereon erected a one story frame dwelling known as No. 211 South Norway Street. BEING the same premises which Peter P. Petroskl and Evelyn J. Petroskl, his wife, granted and conveyed unto Thames F. Bender antl Shirley A. Bender, his wife, by Deed dated June 19, 1959 and recorded in Deed Book E Vol. 19 Page 557, Cumberland County records. ' Pa:I '� , ��� t J w a : i L ra<��" .,I nib f P3 oaroJ i may.ia, 4i i9E nazi txi t i star oa t _a POIJ'a -GY t I'� p AMP, : u.da l sF1 (A/ 01 bdNT �fu,lc in z7n::m;_ toll da SIO:J30—B6;D;IKI I 8DOK 21 PACE 123 Boor 21 FgE 424 21nb the said Grantor s do hereby covenant to and with the said Grantees that they the said Grantor s SHALL and WILL Warrant and forever Defend the herein above described premises, with the hereditaments and appurtenances, unto the said Grantee s their heirs _ and assigns,against the said Grantors and against every other person lawfully claiming or who shall hereafter claim the same or any part thereof,by,from or under it,them or any of them. It Witnegg Mend,the said Grantors he vecaused these presents to be duly executed,the .day and year first above written. OeaCeb anb 30eCibereb = In the Presence of: Thomas F. Hander - zlz A/ Shirley A.A.Be deer ,. State of Pennsylvania County Of Dauphin - On this,the '�-�� day of January 19 sa,before me,the undersigned officer,personally appeared Thomas F. Bender and Shirley A. Bender, his wife, known to me (or satisfactorily proven)to be the person whose name a are subscribed to the within instrument, and acknowledged that t hey executed the same for the purposes therein contained - �fn Witnto Wberenf, I hereunto set my hand and official seal. .........."''�;,, Notary Publi > r.-, z f'..Q. . " My Commission Expires_-�vnplji;1Rb " a. `c i 4 5 v v a e a w m E v Z trw 6 V w° a � z ou « in w `4 71" qz ZwnZ ww sg m o m � m¢ FF N V Zi 2 Q y m. v YC AS A q h Kr N 4 g 0 m 6 w STATE OF PENNSYLVANIA, /J COUNTY OF RECORDED on this 1; g7l—1 day ofG�' A.D. 19 6 y in the Recorder's Office of the said County in Deed Book Vol. a page 1�3 GIVEN under my hand the seal of the said office,the date above w(ri�tten. Recorder. _ ......, OMB No.2502-0265 ,unm, A. Settlement Statement (HUD-1) B.Type of Loan 1, ❑ FHA 2. ❑RHS 3. ❑Conv Unins 6.File Number 7.Loan Number 8.Mortgage)as Case Number 4. El VA S. ❑Con,Ins. 6. ❑Seller Fin 154-000865 1601777079 10.104-0657706 7. O Cosh Sale. C.Note: This form is rum;shod m give you a statement 0factual settlement costs. Amounts paid to and by the settlement agent ore shown. Items marked .o.c."Wert paid outside the closin;they arc shown here for informational purposes and arc not included in the totals. D.Nome&Addressor Borrower E.Nam.&Add..of Seller F.Name&Address of Lender Anthony Galan Spesmcek and Hrike R.Spevneck The Estate ofJ.ac J.Taylor,deceased Franklin American Mortgage Company 235 Constitutional Court c/o Cindy L Wolfe,Executrix 501 Corporate Centre Drive,Suite 400 Meclmnicsburg,PA 17050 1909 Kendnle Place Franklin,TN 37067 Lancaster PA 17601 G.Property Location H.Settlement Agent Nome 1.Settlement Dote T.A.of Central PA,LLC 4/212014 211 S.Norway Street,Meelmsiesburg,PA,17055, 530 N.Lockwillow Avenue Fund:4/2/2014 Mcclmn;oil mg Borough Harrisburg,PA 17112 717-724-3724 Underwritten By:First American-NJ/PA Place ol'Sc dement T.A.of Central PA,LLC 530 North Lockwillmv Ave Harrisburg PA 17112 J.Summary of Borrmvcr's Tmnsacdon K.Summary of Seller's Transaction 100.Gross Amount Due from Borrower 400.Gross Amount Due to Seller 101. Cmrtmcl soles price 5146,000.00 401.Contract sales price S146,000.00 102. Personal property 402. Personal property 103.Settlement charges to borrower 55,716.38 403. 104. 404. 105. Principle Reduction 5265.54 405. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance 106.2014 County&Borough 04/03/14 thin 12/31/14 $570.28 406.2014 County& 04/03/14 thm 12/31/14 5570.28 Taxes B....ghT n..x 107.2013-14 School Taxes 04/07/14 flrn 06/30114 5392.75 407.201344 School Taxes 04103/14 thru 06/30/14 5392.75 108.Sewc,,7.n]t 2nd Qtr 04103/14 thm 06130/14 5135.55 408. Scumuruish 2nd fur 04103/14 thru 06/30/14 5135.55 109. 409. 110. 410. 111. 411, 112. 412. 113. 413. 114. 414. 115. 415. 116. 416. 120.Gross Amount Due From Borrmver $153,080.50 420. Gross Amount Due to Seller $14],098.58 200.Amounts Paid By Or in Behalf Of Borrower 500.Reductions in Amount Due to Seller 20). Deposit or enmest money 53,000.00 501. Excess deposit(see instructions) 202. Principal amount of now lentils) 5140.780.00 502. Settlement charges to seller(line 1400) 511,609.66 203. Existing Imu(s)taken subject to 503. Existing loan(s)taken subject to 204. 504. Payoff of Nod mortgage loan nix 205. 505. Payoff ofsecond mortgage loan ale 206. Seller Assist 55,000.00 506. Seller Assst S5,00D.00 207. 507. (EMD 53,00)Disbursed as Proceeds) 208. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210.2014 County&Borough 510.2014 County& To.. Boma liTaxes 211.2013.14 School Trams 511.2013-14 School Taxes 212. Sewerfrmsh 2nd Qtr 512. SorminTmsh 2nd Qtr 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. M. 518. 219. 519. 220.Tend Paid By/For Darr mver 5148,780.00 520.Total Reduction Amount Due Seller 516,609.66 300.Cush At Settlement Fromrro Rare mver 600.Cash At Settlement To/From Seller 301.Gross Amoumdic from bommver(line 120) $153,080.50 601.Gross Amount due to seller(line 420) 5147,098.58 302.Less amounts paid by/for borrmwr(I me 220) 51481780.00 602.Less reductions in amt,due seller(line 520) 316,609.66 307.Cash From Borrmrcr 54,300.50 603.Cnah To Seller. 5130,488.92 The Publ is Reporting Borden 1'.,this col lection of in funnntimt is en handed m 35 an us per response for col luring.reviewing and reporting the dnta.'firs agency may not rollout this hubranamn.and you are not required to complete this form,unless it displays a enrmn0y valid OMB co Aral number.No emdidentiality is assured:this disclosure is numilmury.This N designed to provide the parties to.,RESPA covered transaction with inl'onnmiun during the smttcmmnt process. POC(B)-Paid Outside ol-Closing by Borrmver POC(S)-Paid Outside of Closing by Seller. POC(L)-Paid Outside of Closing by Lender. Previous editions are obsolete Page I of 5 HUD-] L Setttement COargas 700.'Form Real Esbtr Broker Fees 58,654.00 Paid From Paid From Division orcommisim lima 709)as follows: Borrowers Sellers 701.$4,327.00 to RcMaa A-1 MARY,Int Funds at Funds at 702. S4}27.00 to Keller Williams*r Central PA East Scaltment Settlement 703.Commission Paid at Statement 50.00 58,654.99 704. Broker Fa to Rcmna A4 Really,lac 5195.00 705.Additional Commission(n/a VA loan) to Keller Williams of Cemrml PA Emt 800. Rims Payable in Connection wim Loan 801. Our on minim,char c M,519.s0 (fern GFE 91) 802. Your creditor char a Alain for OM ecific rate chosen 54559.81 (from GFE 42 ranklinAmcrumn (from 0rE A) S-2,331.32 803. Your adjusted ariginntion charges m FMart eCom nn 804.Appoints]Fee to Freeman Real Estate,Ica (from GFE 43) S375M Castom Residential FBO (from GFE 03) $122.43 805.Credit report to Cfadit Plus 806.Tax service to (from GFE 53) 807, Fioad«rtrficadon to (Cram GFE oa 808.VO£Fee pod Party) m Caseam Rosidentiat FRO (t GFE43) 594.85 The Wark NOmbor 900. Item.Requtrod by bender To at Paid to Arita not 907. Daily interesleknrgts from4R/2014 ro, t112014 @S163922/day (From GFE 410) 547537 902. Mort o e Insurance Premium for monhs to (from CPS 93) Allstnte Vehicle and Property (Cram GFE 911) S554.08 901 Romcowncrs insumn«Far I years to Iasurance Cam an Franklin American Mortgage (from GFE 03) 52,080.50 904.VA Funding Fee to Company 1000.Reserves Depasited With Lender 1001.Initial Deposit for Your esrow account (from GFE 99) $1,365.47 1001 140meawnees insumn« 3 monWsQ S46.t7 per month 5138.51 I W3.Mortgage ha-moue montfis Q per mantle 1004,City property LAWS months o, pm mont4 1005.County prapc nixes d months Qu $66.Bd per mnnlh 5259.36 1006.Assessment Taxes momhsQ per mom@ 1007.School property Imes II nmalm@ 5134.23 Ferranti SIA7643 1008.NOA Fees uromhsQ Par month 1009. Other(axes 0 months Q 1910. Other(axes 0 months Q tort.AggtxBnle Adjustment S-508.93 1100.Title Chagos 1101,Titlesemices and lenders title insurance to T.A.of Central PA,LLC (from OFF 94) 51,330.00 T.A.orcentral PA, 1102,Seticurnm 0o closing fee to LLC 1103.Ounmen title inim. to T.A.of Ctnrral PA,LLC (f GFE 05) $25.00 1104.Loaders title insurance to T.A.of Can trai PA,LLC SI,305.00 1105.Condors title pal icy limit$ .3140.780.005150. 0. 1106.Ounmrs title policy limit S S146,000A0/SI,130."' 1107.Agmt's portion of the ratan this insumn« to TA.f Cvo.IPA,LLC SI,088A0 .Iran 1108.Underwriters portion offle total titlo to Firat Amerienn-NJ/PA SI92.00 1109 Type oflnsaaam Rate:Standard Sale m Pales 1110. PA Shan Farm Policy Premium to T.A.ofCtatrgl PA,LLC 5109.09 7I11. PA 900 Eu,mrmmud-Res to T.A.of Central PA.LLC 550.00 1112. Reimburaemain for Tax certification to T.A.of Central PA,LLC 510.00 1113, Decd Preparation Fee to T.A.o r Coo real PA,LLC 5125.00 1114. Soper Marry Pee t0 Abby Wradei 520.00 1200. Gavornmea t Recording a ad Transit,Cimrge, 1201. Govemmum recording charges (room Out 117T $165.00 to Cumberland County 1202.Deed 568.00;Mortgage S97,00,Relmaa 50.90 Recorder ofl).da 1203.Transrertimm (Gam GPEm) $1,46"0 to Cumberlad 1204. City/County mx/ttmn s Dcd$L460.00;Mortgage ComRetord erof $1,460.00 SOAR Dcods to Cumberland i296.Stns tanlstamPs Dead$1,460,00;Mariana. County Recorderor 59.00 59.00 Detds 1300, Additimml Settlement Charges 1301. Required servi«s you can shop for (from GFE 116) 1302.2014 County&Turin Times(dis<oum) to BarryL r larkird,Tm 5762.46 Cotkcto 1303. 2013-14 School Toxcs m Barry L Rmkard,Tm rods)) Collettar sLm9.T 1304. Se,au7Aah 1st Qtr to 51imnanicsbug Borough 5138.60 previous editions are obsolete Page 2of5 - RUD-I file No.154-000865 1305, Sewerfrmsh 2nd Qv to Mechnniesburg Borough 5138.60 1306. 'fennile Inspection Co Ta-maux 5106.00 1400.'rotal Sculanent Clwges(enter on lines 103,Section J and 502 Section IQ 55,716.38 511,609.66 POC(B)—Paid Outside of Closingby Bormrver. POC(S)—Paid Outside or Closing by Seller. POC(L)—Paid Outside of Closing by lender. Previous editions are obsolete Page 3 of 5 PIUD-1 Comp.uh..of Gaud Faith Cohan cc(GFC)and IRID-1 Charges MG..d stimate HUD-1 Clmrges Thal Cannot Inneasc 11U6d Line Number Our oigimaion chrge 1801 50 $3,519.50 Your credit or ristme lesions)far the specific rate chosen 802 .82 5-5,850.82 Youradjustedoriginutwohargos 803 32 $-2,331.32 Trturer tuxes 1203 00 SLA60.00 Charges That in Ival Cannot Increase,h4ore Thna l0% Good Faith Estimate HUD-1 Government recording charges 1201 $208.00 5165.00 Appraisal Fee 804 5475.00 5375.00 Credit report ----+ --- 805 $0.00 5122.43 VOC Fee(3rd Party) 808 50.00 594.8; VA Funding Fee 904 $2,080.50 $2.080.50 'fide smvfires and lendees title insurance 1101 $725.00 5030.00 Oumets title insurance 1103 $1,412.13 $25.00 Total $4,900.63 54,192.7 _ -- Increase bchveen GFC and HUD-1 Charges r 5.707.85 nr -14A4 Charges Thin Can Change Good Faith Estimule _ IlUD-1 Initial deposit for your escrow account 1001 $530.34 51365.47 Daily interest char es 90I $409.80 5475.37 { Homem nets msumnse 1903 2/dnv 5720.OQ _ 5.554.08 Loan Terms Your initial loan amount is $140,780.00 Your loan term Is 30 years Yon,initial interest rate is 4.25% Your initial monthly amount hived for prmlled,interest,and any mortgage $692.55 includes insurance is © Principal © Interest ❑ Mortgage Insurance Can your interest rate rise'? ©No.❑ Yes,it can rise to a maximum or 0%.The first change will be on aunt can chat; again every after.Cveprohange date.your interest rate can increase ordeovasc by 0%.Over the file ofthe loan,your interest rate is uumltlecd to never be larva,than 0%or higher than 0°/a Even fryan amAeymyments on time,can your loam balance rise? ®NO-❑ Yes,it can rise to a maximum arS0A0 !Sven ifyou make payments on time.can your monthly ®No.❑Yes,the first increase can be on end the monddy mnourtl mved f amount owed Far Principal.interest.and mortgage insurance rise? can rise to$0.00'rhe maximum it can ever rise to is Won Does your loan hove a p,epayment Penalty'? ®No.17 Yes,your maximum prepayment pennity is$0.00 Dori your loan hove a balloon payment? ®No. ❑ Yes,You have a but loan Fayment ol'50.00 due in 0 years on 'fatal monthly warrant owed including cscNw account paymens ❑ You do not have o nonfhly escrmv payment for items,such as property, talcs and honcrowner's insurance.You must pay these items directly yoursp(C W Yau have an additional monthly escrow payluent of$245.24 - that results in a land initial monthly amount owed of$937.79.This includes principal,interest,any marlgoge insurance and any items checked botany: ®Propertyurses EM liomeawneesinsumnce ❑ Flood insurance 0 School rams ❑ ❑ Note:IFyou have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 4 of 5 fl U0.1 File No.154-000865 1 have carefully reviewed the HUD-1 Stlticmmm Statement and in the best of my knowledge and belief,it is a Into and accurate statement of oii receipts and disbu meats made on my accouator by me in this transaction, I forther certify that l have rectived a completed copy ofpages 1,2 and 3 of this HUD.I Settlement Sim ani. Cindy L.W ,Executrix of The E to of June J.Taybr,deceased - At d/0)ry 0 amn Spevoeek Pcikt R.Spevacck SETTLEMENT AGENT CERTIFICATION Tire NUO-1 SatlementStamartax which I have prepared is a Irmo and aceum¢ acct u a of this Imnsaction. I have cauud the Ponds to be disbursM in accordance with th' Inter,ent. Settlement Agent Dntc Waningatfsauimeta kmvvingiy oaks 161sesiatemrnts to the United include athis And imprisonment. For pile Net: upon U.S. odeSection 1001 and Station 1010, Previous editions are obsolete Page 5 of 5 IIUDd Estate Valuation Date of Death: 10/05/2013 Estate of: June J. Taylor Valuation Date: 10/05/2013 Account: 5513-8648 Processing Data: 11/27/2013 Report Type: Date of Death Number of Securities: 4 File ID; June Taylor - 5513-8549 - DOD - 10-5-13 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 348 PPL CORP (69351T106; PPL) COM New York Stock Exchange 10/04/2013 30.31000 30.05000 H/L 10/07/2013 30.20000 29.97000 H/L 30.132500 10,485.11 2) 950.609 SENTINEL GROUP FDS INC (817270853; SSIGX) SHORT MAT GV A Mutual Fund (as quoted by NASDAQ) 10/04/2013 8.85000 Mkt 8.850000 8,412.89 3) 147.477 FIRST EAGLE FDS INC (32008F507; SGENX) GLOBAL FD CL A Mutual Fund (as quoted by NASDAQ) 10/04/2013 53.25000 Mkt 53.250000 7,853.15 4) 6124.33 Cash (CASH) 6,124.33 Total Value: $32,676.48 Total Accrual: $0,00 Total: $32,876.48 Page 1 This report was produced with EstateVal, a product of Estate Valuations S Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7,3.1) 1 Sovereign Bank ESTATE OF June J. Taylor SOCIAL SECURITY#: DATE OF DEATH: October 5, 2013 Account#: 1681722127 Type: Checking Open date: 4/10/1998 In the name of: June J Taylor or Cindy L Wolfe Date of Death Balance: $12,688.86 Int.(YTD)from 1/1!2013 to 9/23/2013 $091 Accrued interest to date of death: $0.05 Otherinto: Page 1 of 1 Estate Valuation Estate of: June J. Taylor Date of Death: 10/05/2013 Account: 7540-0623 Valuation Date: 10/05/2013 Report Type: Date of Death Processing Date: 11/27/2013 Number of Securities: 2 File ID: June Taylor - 7540-0823 - DOD - 10-5-13 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 348 PPL CORP (69351T106; PPL) COM New York Stock Exchange 10/04/2013 30.31000 30.05000 H/L 10/07/2013 30.20000 29.97000 H/L 30.132500 10,486.11 2) 3032.16 Cash (CASH) 3,032.16 $13,518.27 Total Value: $0.00 Total Accrual: Total: $13,518.27 Page 1 This report was produced with Estateval, a product of Estate Valuations s Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) APR-21-2014 11:13 JMS 7177314411 �P.003 ! F Genworth ' ' Lr*&L ,VA 44 Ln!tVYe'aag,YAe45ik�i":6 {4� ��)u338hSa l4:A)fM5l7&;rrr �nrxmk.r�r April 18,2014 Janney Montgomery Scott,LLC Attn: Judy StIvalOokees Asst. Re: Deceased:June J.Taylor Contract Number.T06188M Dear Judy, In response to your Inquiry,dte account values of the above referenced contracts are as follows: For T06188539,the value as of 10/05/2013 was$42,207.76. Pike let is krrmv M you have any dons concerning the contract. You may contact us at 800 535.8056, Monday—Friday 8:30 am.to 5..00 p.m.Eastern Time. Sincsrety, Claim Division son GeWOMCl Llle Mauro CM"WmW—YOrk GOmmrth We aW kM*6RVMCe CftMy,Gmlh Life 6wwa CompenY APR-16-2014 ISM 94/ P.002 TOTAL P.003 i Estate Valuation Date of Death: 10105/2013 Estate of: June J. Taylor Valuation Date: 10/0512413 Account: 4952-0982 Processing Date: 11/2712013 Report Type: Date of Death Number of Securities: 2 File ID: June Taylor - 4952-0982 - DOD - 10-5-13 Shares Security - Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 3) 173.932 LEGG MASON INVT TR INC (52465G103; LMOPX) LEGMASN OPP TR C Mutual Fund fas quoted by NASDAQ) 1010412013 14.83000 Mkt 14.830000 2,579.41 2) 6.81 Cash (CASH) 6.B1 r Total Value: $2,586.22 Total Accrual: $4,00 Total: $2,586.22 Page 1 This report was produced with Estate Val, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) rn 05 -04 p Q M TT 'tro4 mS .c OB roAp� IA N rr m row 2 J 3 0 G m m A 4l i 7 ° P 74 � f g t ° W �p mm Z STg P 20 3y4� zp8tiQp �oQ MO 3 o CD sc ° Zr w > O OpO v 000000(�0 Q m ONOO�w,ppl ANN 10000 HQH NSH8,0 8NHHN(0�000 Sy �p �g m � " yy�� 000NoN ow`��. g 0 00 7�+ Op tl�,p AyO�I PQ R gig O 00 � SH SJSHSa W O W RECEIPT FOR PAYMENT LISA M. GRAYSON, ESQ. eceipt Date: 5/21/2014 Cumberland County - kegister Of Wills Receipt Time : 15 :44 : 00 One Courthouse Square Receipt No. : 1078088 Carlisle, PA 17913 TAYLOR JUNE J Estate File No. : 2013-01123 Paid By Remarks : CINDY WOLFE DB1 ------------------------ Receipt Distribution ----------------- ------- Fee/Tax Description Payment Amount Payee Name ADD PROBATE FEE 50 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 1012 50 . 00 Total Received. . . . . . . . . V0 . 00 Eveler & DeArment LLP 2997 Cape Horn Road Suite A6 Andrea Eveler Stanley Red Lion, PA 17356 Retired andrea@eveleranddearment.com 717.246.8000 • Fax 717.246.8880 George L.Eveler,Jr. Claudia L DeArment George L.Eveler,Ili claudia@eveleranddearment.com Kristine K.Eveler kristine@eveleranddearment.com May 19, 2014 Register of Wills Cumberland County Courthouse One Courthouse Square, Rm 102 Carlisle,PA 17013 RE: Estate of June J.Taylor File 21-13-1123 Dear Register: Enclosed, in duplicate, are the following items for filing in connection with the estate of June J.Taylor: 1. Inheritance Tax Return Rev-1500 2. Inventory 3. Status Report Also enclosed is check 1012, in the amount of $50.00, which represents payment of an additional probate fee. Thank you for your attention to this. ;:Urn � 01 o <°�; cry truly yours, x,. mac^ STINE K. EVELE C-a co -n Z3 M KKElbjm cn cn o Encl. C° c - � N A,l 1` m s.� 0 11 CO) (r m N Y/ Z r, W o � � .. L 0 < Q O =W(L xw ----- a z a <u)2 x w f� W O a M W N H D W H 30a � r-, o a o oox ova Lo a a ) G LU ti 4 rJ [ Z {p r U] WUaHa U $ 00 O Q Q (9 £ C4 4 LL LU- O O U I W 6. W D z FC W Z aGUOU r LLIJ Lu r"r uj w Q O ('(1 E J X Q U J O 0- r w F- • UJ E