HomeMy WebLinkAbout07-18-14 � 15056Z1185
REV-'1500 EX(02-11)(FI)
OFFlCIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes
Po eox zsoso� INHERITANCE TAX RETURN 21 12 0129
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date Of D88th MMDDYYYY D8t2 Of Blfth MMDDYYYY
01122012 03�21937
DecedenPs Last Name Suffix Deceient's First Name MI
REID HERMINE M
(If Appiicable)Enter Surviving Spouse's information Below
Spouse's Last Name Suffix Spouse's First Name M I
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
� 1. Original Return � 2. Supplemental Retum � 3. Remainder Return(Date of Death
Prior to 12-13-62j
❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate TaxReturn Required
death after 12-12-82)
� 6. Decedeni Died Testate � 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Bo�s
(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 Schedule0)
CORRESPONDENT- THIS SECTI�1 MUST 8E COMPLETED.ALL CORRESPONDENCE AND CONFIDENT�AL TAX INFORMA7�1 SHWLD BE WBECTED TO:�.�
Name Daytime Teleph�mber a-` -�7� n
�S C._„ rr <^-;
L== , <:�
MICHAEL C• MCBRATNIE, ESQ 610-458�Q� r—�- ��;
REGIS WILLS USE�LY �.;t i. ;,`
C7�--�; � t-.., ;--:
C�C' - � .r-
First line of Address p�� ��f�
-s t;;3 �:. ��
FOX ROTHSCHILD LLP � � � �
Second Line of Address �~
PO BOX 673
City or Post Office State ZIP Code DATE FILED
EXTON PA 19341
aorrespondenrse-ma��aaaress: MMCBRATNIEa7FOXROTHSCHILD• �OM
Under penalties of pery'ury,I declare that I nave examined this return,including accompanying achedules and statements,and to ihe best of my knowledge and belief,
't is correct and mpl e. eclaration of preperer other than the personal representative is based on all information of which preparer has any knowledge.
F P N E ONSIBL FOR FILING RETURN DATE
,Q � � �
DRESS
C/0 FOX ROTHSC ILD LLP, PO BOX 673 EXTON, PA 19341 '
SI UR F PAR HER ENT T D � /
ADDRESS
FOX ROTHSCHILD LLP, PO BOX 673 EXTON, PA 19341
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505611185 ornosa�3.000 1505611185 �
�
� 1505611285
REV-1500 EX(FI)
DecedenYs Social Security Number
DecedenYs tvame: R E I D H E R M I N E M
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . � 0 0�
2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2, �• ��
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , g. 0•��
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . 4 �•�0
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5, �•0�
6. Jointly Owned Property(Schedule F) � Separate Biliing Requested , , , , �. 0 •00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Biliing Requested . . . . 7. Q•Q�
8. Total Gross AssetS(total Lines 1 through 7) , , , , , , , , , , , , , , , , , , 8 �•�0
9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . g, 3 4�1 O 4 •0 0
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , , , , . . 10. �•��
11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , ��. 3 4,1�4 •��
12. Net Vafue of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , �2 (3 4�10 4 •��)
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. �3 4,10 4•��)
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxabie
at the spousal tax rate,or
iransfers un�er Sec.9116
�a)�12)X.0- 0.�❑ 15. �•��
16. Amount of Line 14 �qble
at�inea�ratex.o4� (34,104 • 00) 16. �1,535•00)
17. Amount of Line 14 taxabie
at sibling rate X.12 0•0 0 17. 0•0 0
18. Amount of Line 14 taxable
at collateral rate X.15 �•0� 18. 0•�0
19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. �1,535•���
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENY a
Side 2
� 1505611285 1505611285 �
OM4648 3.000
REV-1500 EX(FI) Page 3 File Number
Decedent's Com lete Address: 21 12 ❑129
DECEDENT'S NAME
R H M
STREET ADDRESS •
CITY STATE ZIP
M IJRG PA 7
Tax Payments and Credits:
1. Tax Due(Page2,Line 19) ��� (1,535•0�)
2. Credits/Payments
A. Prior Payments � •0�
B. Discount � •0�
Total Credits(A+g) (2) �• 0 0
3. Interest
(3) �•,0�
4. if Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT.
Fill in box on Page 2,Une 20 to request a refund. (4) 1�5 3 5•��
5. If Line t +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
t. 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 shall use the property transferred or its income . . . . . . . . . : � �
c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . ❑ �
2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ ❑X
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? . ❑ ❑X
4. Did decedent own an individual retirement account,annuity, or other non-probate properly,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 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 disciosure of assets and
filing a tax return are still applicabie 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 benefi��aries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)j.
• The tax rate imposed on the net value of transfers to or for the use of the decedenPs 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.
OM4871 2.000 .
REV-7511EX+��p.pg� SCHEDULE H
pennsylvania
DEPPRTMENfOF REVENUE FUNERAL EXPENSES AND .
MWERI7ANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENTOECEDENT
ESTATE OF FILE NUMBER
Hermine Reid 21 12 0129
Decede�Ys debts must be reported on Schedule I.
ITEM
Nt1MBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
�. None
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attomey Fees: 3,500
3. Family Exemption:(If decedent's address is not the same as claimanYs,attach explanation.)
Ciaimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees:
5. Accountant Pees: 1,500
6. Tax Return Preparer Fees:
r
7.
1 Net Settlement Costs on Sale of Real Estate 29,104
TOTAL(Aiso enter on Line 9,Recapitulation) $ 34 104
swosnc 2.00o If mare space is needed,use additionai sheets of paper of ttie same size.
REV-1513EX+(01-10) SCHEDULE J
pennsylvania
OEPARTMENT OP REVENUE BENEFICIARI ES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER: •
Hermine Reid 21 12 0129
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[InGude outright spousal tlistributions and transters under
Sec.9116{a)(1.2).]
�. William R. Reid
184 Grove Road
Elverson, PA 19520 Son 0
ENTER DOLLAR AMOUNTS FOR DISTRI8U1'IONS SHOWN ABOVE ON LINES 15'fHROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
�� NON-TAXABLEDISTRIBUTIONS
A.SPOUSAL DISlRIBUTIONS UNDER SECl10N 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
t.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 0
9W46AI 2.0� If more space is needed,use additional sheets of paper of the same size.
s��� A.Settlement Statement(HUD-1) OMB Approval No.2502-0285
B:T ' e of Losn
1.� FHA 2.� RNS 3.� CONV.WJINS. �•Flb Numb�r. 7.Le�n Numb�r: t.Malpap�M�unne�G��NumMr.
a.� v� s.� corav.inis. CEN754-413 4600015885 44fi-131450&703
C.Nob:TIYs form k fumlehsd W give you a sfatement of aduel aetUemeM coats.Nraunb peid to e�d by fha aeltlemeM egeM a�e thown.ksms merked'{pa.a)'wero pa10 ouhide
ihe dosing;they are shown here fa IMOrnmqonel purpaec and are not H�duded in tlfe btels.
� � 0.N�m�i Addn��of Bortow�r. E.N�m�i Addnss af Bd4r: F.Wm�i Addnu e(I.nM�r.
Joshua Z.Albart arai Kimberfy Barone Albert, William R.Reid,Executor of the Estate of American Netghbortwod Mortgage Acceptance
husband and wtfe Harmine M.Reld,deceased Company,LLC
3802 Dwayne Ave 700 East Gate Drive
Mechantasburg,PA 17050 Sulte 400
Maunt Laurel,New Jersey 08054 .
li.Prepuqr�•••.•x•••• N.SsdlsmeM Ayerrt: 1.SN1HmsM O�Y:
3602 Dwayne Ave T.A.ot Central PA,LLC July 20,2012
Mecharricsburg,Pennsylvania 17050 590 Naih Lockwillow Avenue
lot 42,Delmier Menw,Book 25,Page 122, Harrisburg,Pennsylvanfa 171'12 -
Cumberland CouMy,PennsyWania 717-724.3724 fax:866-85&2780
� PMe.m S�MNmsnk �
T.A.of Central PA,LLC
530 North Lockwillow Avenue
Hertiaburg,Pe�nsylvanla 17112
Phone:(717)7243724
J. Summary of Borrower's Trensactlon K. 3ummery of Selkrs TnrnacUon
7D0.Gross Amount Due rom Borrower. 400.l3ross AmauntCue To S61iar:
1 eles Price 219 9 00 4 1. rrt Sal Price 219
. 2. P al 402. P nal P
' 103. SeSlement Charaes to Bor►ower(line 1400) 6.280.49 403.
A usbnents for Items Paid b 8elier in dvance: etler In
106. 201 u T 1 2012 th Dec 31 1 214 90 406. 2012 n /T J I 21 1 c 12 214.90
1 7. u /P ' 4 7. x
] ss nts 408. ses e ts
109. �12-13 Sehoot Tax Jul 21.2012 thru Jun 30, 1,700.40 qa9. 2012-13 School Tax JW 21,2012 thnr Jun 30, 1.700.40
1 2013
110. Seurer&Trash-qttly Jul 21,2052 thru Sep 30, 121.34 410. �2 r 8 Trash-qtrly Ju121.2012 thru Sep 90. 121.34
120. Orocs Amount Due from Borrowsr. 228 217.13 420. Gross Amount Due to Seller: 221 936.84
200.Amounts Paid b 'o'in Be N:of Bocro. r. 500. ReducGans In Amount Due W$elkr.
� t N n 21 916.00 502. e m nt e 1 41 . 9
b ect 3.
2 . S r 1 4 B . 8 4 P M Loan N/
• NtF n 87 . . P M n
207 7 Sell Aa b .58
ustments for ta s U id Ssiler. uetmeets far Items n id S�Ilar.
/T T (
1 511. u Pa' z
212 sments 12. As ssmerKs
220. Totel Paid i for Sorrower: 229 219.58 520. Total Reductlons in Amouot Due Sslkr: 45 984.07
,300.'Cash at: " nf irom/to Borr ri B00. Cash at emsrN to I from S6Nsr:
1. A from ortowx Ine 1
s ou t afd b ftor rtower n 220 2i9.58 602. Le Red ' na
�03. Cash To Borrower. ;1,002.45 605. Cash To Sellar. i175,952.57
The Public Reporting Burden for this colledion of Infortnation ia estimatad at 35 minutes per response for cdlecting,revlewing,and reportlrg the date.
TNe apency may not collect thie inforrnatbn,aM you are not required to complete thls fortn,unless ft displsys a cwrently v�W OMB contrd num6er.
No oonfldentielity la asaured;this diselosure Is mandatory.This is designed to provide ihe parties to a RE6PA covered transacibn wkh in(ortnatlon
dudng the setdement process.
Borrower Irdtlals: ._ Joshua Z.Nbert _ Kmberiy Barone Albart.
wlliam R.Reld,ExecuWr
Saller Initials: af the Estate of Hertnine M.
Reid,deceased
.
PreWous edHiona ere obsolete Page 1 of 5 HUD-1
Juty 18,2012 4:22 PM
Flle Number.CEN154-413
� Settlement Oate:Juiy 20,2012 Loan Numb�:4600015885 FA
L. Setdement Charges Psld trom Paid irom
700.Total:Salea/Broic�'s Commisslon:513,784.00 8orrowers Selkrs
Oivlslon of Commisalon(Iine Z001 as tollows. Funds at Funds at
7Q1 8 597 00 to RelMax ReaIN Assoclates(9%1 SetUement SetNement
702. 6.597.00 to Keller Wfllliams of Centrel PA Eest(3%1
703 Commisslon Pald at Settlemant �g�, gq.pp
704 Additional Commission Fee to Keller Wflliams of Central PA East Zsp,
795 Addiconel Broker Fee to RelMax Realtv Associafes .395,-
706 Reimbursement to Aaent for ReoaU Invoices l61 to John Esser 4 47 .39
707.
800. kems Pa abta in ConrtecNon with Loan:
� 801. Our origination charpa (from GFE#1)
802. Your credit or charpe(points)(w the spea8c interest rate chasen (irom GFE#2)
. to American Neighborhood Mortgage Acceptance Company,LlC andlor The Secretary
of H &3,359.00
803 Your ' ted ori inatlon cha es _ 7
804. Appraisal Fee (from aFE#3)
to AnnieMac(ooc 5450.00 bv Borrowerl
805. Credit Report (from GFE#3)
ditP us �,3g
806. Tax S
807. Fbod Cerliflcation (trom GFE#3)
- io CoreLon� 12.00
8D0. Itams Ra ulred l:endec to be Raid in Advance:
901. Daily intereat charge irom Jut 20,2012 to Aup 1,2012�22.1832/dey for 12 days (from C3FE#10)
to American Nefahbartroad Martaaae Acxeotance Comoarn.LLC 266.20
802. Mortpape Insurance Premium (from GFE#3)
to DeoartmeM of HUD 713. 5
903. Homeowner's Insurance �irom GFE#11)
Erle Insurance c 760.00 Bo er
1000.Rbserves oslte' .Wifh n' r.
1001. Initial deposft for your escrow account (from GFE#9)
W Amarican Neiahborhood Mortaaae Acceotance Comnanv.LLC 51 .38
1 H s I su nce 3 m er monfh 189.99
� 1043. Mortaaae Insurance�5219.19 oer month
7004. Co&Two Prooerlv Taxes 6 monihe�538.97 oer month 238.8
1005. Schooi Taxes 2 montha 153 3 r 7
10 9. a Ad'ustm t 72 1
1100:Titb Charaes:
1101. Title services and lenders tltle Insurance (from GFE 1f4 1 827.00
1102. SedlemeM or Gosina Fee
1103. Ownar's Title I�urance(First Americen Title Insurance Company� (from GFE�!5)
W T.A of Central PA.LLC fRisk Rate Premjum:_.$l.,5Q0.00).._,_._,,__.__ 0.00
1104. Lenders Tide Insurance(Fi►st Americen Tiqe insurance Company)
to T.A.of Central PA,LLC
- Lenders Ptemium(Riek Rete Premlum:a1,2B3.00) $1,480.00
- ALTA Short form loan policy(ind PA 100,300) $100,00
0 Endo ment ALTA 8.1 .00
P
8 e a Limit 219 900.00
1107. AaenCs PoAlon of the Tofel Tltle Insurance Premium 40 50
1 . Un rwrit ra P A' T I Tid In n P mi m 247.50
1109. Reimbu►sement for Tax Cert
T f n I P LC � .pp
1110. NOtery Fee
to Abbv F.Wendel 2p,pp
1111. Escrow torJnheritance Tax due on Estate
to Title Abstrect Comaanv oi PA 4
„ 1112. Esaow Sel Up Fee
to Tltle Abstract Comoarw of PA
1113. Deed Preparation Fee
to fon F r S tsk"
1200.Govsroment Reeondin .and T►anater Cha
1201. OovemmaM rdi Cha es from GFEl17 1 7.
1202. Deed 562.00 Mortaaae 575.00 Releases 50.00
1203. Transfer Taxes m FE#8
1204. CtN/Countv tax/stamps Deed t2.199.00 Mormeae$0.00
5. 2 1 .00 0
1206. Olher Tax 1
er T 2
1300:Aii klonil Settlemont Ch es:
1 1. R h r fr GFE
1 2.
1303. Home S Termita Inspection
r
1304. 2012 County/Twp(penelly amt)
Mich n T ur r 527.57
1305. 2012-73 Sctaol Taxes (diec amtl
1 8 3.90
1306. Sewer&Trash(atrly) (pas!due$177.33+current 5155.05)
to Hamoden iownshi� 326.38
1307. Invoice-
� to Mike Sheelv Home insoections .
1308. Invoice-
to C&C Plumbina�Electrlcal SeMca.Mc
1309. Invoice-balance due
to Sari9nolf HeaHna&NC 2 200.00
1400.Total Setttement Charg�a�Enter on line 103,Section J and iine 502,Section K) 58,280.49 541,380.49
Borrower Initials: _ Joahua Z.Albert _ KimbeHy Barone Albe�t
Previous editions are obsotate Page 2 of 5 HUD-1
July 19,2012 4:22 PM
FAe Number.CEN754-413
• Settlement Date:July 20,2012 loan Number:4600015885 FA
1MIIlam R.Reid,Executor
Seller Initials: of the Estate of Hertnine M.
Reld,deceased
.'
„•
Prevlous aditlons are obsolete Page 3 of 5� HUD-7
Juy 19,2012 4:22 PM
_ _ _
File Number.CEN154-413
• Settlement Date:Juiy 20,2012 Loan Number:4600015885 FA
Comperison of Good Faith EstlmataiQFE)and MUD Chames
Charges.That Ca�not Ineresse HUD Ll�e No. �OOd Fe�� HUD
Estlmats
ur o in tion che 1 g5p,
r t oi f r fh fl In r t rat chosen 2 -3
r ' ' atio cha es # -2 708.00 - 7
Tren fer taxes #1203 2 199.00 2 199.00
Charges That(n Total Cannotlncrease Moro Than 10°� HUD Une No. �O°d��� HUD
EsNmab
G ve m t Recordl Cha es 12 1 21 . 137.00
- Aooraisei Fee __ 4 4 .
Credit R ort #A05 51.36
Fbod Certiftcation #807 12.00
o a #802 3 71 .55 71
Total 4 437.55 363.91
Increase between QFE and HUD Cha es •73.84 -1.a6Y.
Charges That Can Change HUD Uae No. Good Faith HUD
EsHmate
In' I ft for r e a nt 1 7 2 4 1
D int rest from Ju120 2012 to Au 1 2 12 22 1 2 da for 12 da 28 .20 288.20
Homeowners Insuranca # 480.00 760.00
Titte servlces and lendara 8tle Inaura ce #1101 1 7 00
Owners T�le Insurance 110 1 9.00 20 00
Loan Tarms
Y �i ' 1' na unt 215916.00
Your loan tarm is 30 ars
Your in �Interost rate Is 3.75%
Your IMtial moMhly amount owed for principal,tnterost,and $1,219.13 includes
any mortgage inaurancs ls �X j Principel
[X j Interest
` X Mo a e Insura
Can your intarest rate.rlse? (X j No. ( ]Yes,k can riae to a maxlmum of_%.The firet change wid be on
and can change again every aRer .Every
change date,your interest rate can Increase a decrease by%.Over tt�e life of
the ban,your interest rate is puaranteed to never ba LOWER than_%or
HIGHER Man %.
Evan ff you maka payments on tlme,ca�your ban balanco [X]No. [ )Yes,it can rise to a mazimum of 3
Evsn if you make paymenb on time,canyour'monthiy [X j Na [ ]Yes,the first inaeesa can be on and the monthiy amount
amaynt owed tor prindpal,interest,and mwtgape owed can�ise b$
I�sunnc �ise? The maximum it can ever riee to is$
Does our loan have 6 eot nd X No. Yes our maximum nt na Is
Doas your losn have�halloon.payme�Y1 [X j Na [ ]Yes,you have e ballaon payment of S due I�y ouen
on
Total monthly amourrt owad Indudinq escrow account [ J You do not have a monthly escrow payment for items,such as property taxas
pryments and homeowners insurenca.You m�t pay these items direcdy yourseN.
[X]You have an addiUonaf manthly escrow payment of 5256.69 that resuris in a
total IMtlal monthly amount owed of 51.4T5.82.This(ndudes prindpal,Interest,any
moABage Insuranca end any Kems checked below:
[X]Property texes [X)Sehooi taxes
[ j Fbod Insurance [ �
X Homeownets insurence
Note:If you have any questions about the SetNement Charges and Loan Terms listed on this form,pleasa conted your lendar.
.
Previous editlons are obsoleta Page 4 of 5 HUD-1
July 19,2012 4:22 PM
File Nixnber.CEN154-413
� Settlement Date:July 20,2012 Loan Number:46000'I5885 FA
Bu ea
Joshua Z.AIbeA tQmbeHy Barone Albert
3602 Dwayne Ave
anics 7050
Sellen..
WiAiam R.Reid.Executor of the Estate of
I�Reid.dece��ed
Pr e Addresses
3602 Dwayne Ava
hanicsb rg P i
I have carefully reviewed the HUD-1 Settlement Statement,and to the best of my knowledge and balief,it is a true snd axurete stetement of all
� receipts and disbursements made on my account or by me in tMs vansadlon. I further ceAify fhat I have received a mpy of HUD-1 Sattlement
Statement.
Borrower. Selier.
Joshua Z.Aibert WBiiam R.Reid,Executor of the Estate of Hertnirre M.Re(d,
deceased
Bortower:
KimbeAy 8arone Albert
The HUD-1 SatUemant Statement whkh 1 have prepared is a true and accurate account of this transaction. I have caused or wfll cause the funds to be
disburaed in accordance with this sfatement. fA
Settlement Agent: Date: July 20,2072
Abby Wendel
WARNING: It is a crime to knowlagly make talse statements to the United States on this or any other similar form.Penaltias upon conviclion can
Include a fine and imprisonment. For detaiis see Title 18 U.S.Code Section 100'I a�d Sectlon 1010.
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Previous editlons are obsalete Pege 5 of 5 HUD-1
July 19,2072 4:22 PM
~ T.A.of Central PA,LLC
530 North Lockwillow Avenue
Harrisburg,Pennsylvania 17112
717-724-3724 fax:866-858-278U
Title Charges Addendum
flle Number. CEN154-413
lender Name: American Nei hborhood Mo�t a e Aoce tance Com n LLC
Loan Number: 4800015885
Bu n: Joshua Z.AIbeA and Klmbe Barone Albert
Property Aifdress: 3602 Dwayne Ave
M hanlcsbu Penns ania 17050
Sho�t Form Le al: Lot 42 Delmier Manor Book 25 Pa e 122 Cumberland Coun Pennc ania
Setdemant Date: Jui 20 2012
Titb Cha es Breakdown
Desori on B er Selter
� 1101. Tide services and le�ders tide insu�ance 1,827.00
- Closinp Senrice Letter to First Americen Title Insurance Company 575.00
- Document ovemight delivery fee to T.h of Central PA,lLC $30.00
' - Electron�document delivery tee to T.A.of Central PA,LLC 535-00
W I
t 102. lement or Cbsin Fee
��� Owners Title Insurance(Flrst American Title Insurance Comparry)to T.A.of Central PA,LLC(Risk 20.00
Rate f'remium: 1 500.00
1 iO4. Lenders TiBe insurence l�usl American Titie insurance Company)
- Lenders Premium(Risk Rate Premium:$1.283.00) 51.480.00
- ALTA Short torm toan policy fnd PA 100,300) 5100•00
Endors T 1 50.00
1105. r" Title Poli Lfmit 1 918.00
108 ers Trtle P I R 219 900.00
11 7. en's Portfon of the Total TI Insu nce Pre ium 1
11 . ndervvriter' P o In n Premium
09. i nt for Tax of C 10.00
111 . Nota Fee to Abb F.Wen I 20 00
r 1 x n Estat Titl n of PA 14 64 .
111 . Escro Set Fee to Title Abstract C a f
1113. Deed Pr a►ation Fee to Sfone LaFaver&Shekletski 1 00
Totsls: 1 847.00 1 048.25
Title Charges Addendum July 19,2012 4:22 PM
v
Fox Rothschild ��P
ATTORNEYS AT LAW
Eagleview Corporate Center
747 Constitution Drive,Suite 100
P.O. Box 673
Exton, PA 19341-0673
Tel 610.458.7500 Fax 610.458.7337
www.fox roth sc h i i d.c o m
MEGHAN E.SUTHERLAND
Direct Dial:610-458-1415
Email Address:MSutherland�Foxrothschild.com
July 16, 2014
Cumberland County Register of Wills f-�• ��
1 Courthouse Square � J� T
s°' �J
Suite 102 �� � ��-� �
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Carlisle, PA 17013 �-�± ,_. �- r�^i
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Re: Estate of Hermine Reid �� r �'
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File21-12-0129 ��-' �'" :'=Y ��
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Dear Sir or Madam: � -��
Enclosed is a check in the sum of$15 representing the tiling fee for this estate's supplemental
inheritance tax return which was forwarded to you on July 7, 2014.
Thank you for your assistance.
_�
Sincerely, � �
Meghan . utherland
Tax & Estates Paralegal
:mes
Enclosures
cc: Mr. William R. Reid
Michael C. McBratnie, Esquire
A Pennsy'vania Limded Liability Partnership
California Colorado Connecticut Delaware District of Columbia
Florida Nevada New Jersey New York Pennsylvania
_ _ _
v
Fox Rothschild ��P
ATTORNEYS AT LAW
Eagleview Corporate Center
747 Constitution Drive,Suite 100
P.O. Box 673
Exton, PA 19341-0673
Tel 610.458.7500 Fax 610.458.7337
N�ww.foxrothschi Id.com
MEGHAN E.SUTHERLAND
Direct Dial:610-458-1415
Email Address:MSutherland n,Foxrothschild.com
July 7, 2014
Cumberland County Register of Wills
1 Courthouse Square
Suite 102
Carlisle, PA 17013
Re: Estate of Hermine Reid
File 21-12-0129
Dear Sir or Madam:
Enclosed for filing is the above-captioned estate's Supplemental Pennsylvania lnheritance Tax
Return, in duplicate.
Thank you for your assistance.
n
Sincerely,
� �
� , � � ._ -�
�-- ;.�x.�
� ' L lc_ C.i �^ �r";
eghan . utherland ��, . � �-�,. ;�
Tax & Es es Paralegal ��,:' ; -- � '�
��, . � � ..
�J��'�. ... ._
. �`', _'C'� . ��.
��;,�-.. � _ T'
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:mes ��; �� �;,
Enclosures D �' � c��
rn
cc: Mr. William R. Reid
Michael C. McBratnie, Esquire
A Pennsylvanla Limited Llabillty Partnership
California Colorado Connecticut Delaware District of Columbia
Florida Nevada New Jersey New York Pennsylvania
RECEIPT FOR PAYMENT
-------------------
-------------------
LISA M. GRAYSON, ESQ. Receipt Date : 7/18/2014
Cumberland County - Register Of wills Receipt Time : 16 : 03 : 38
One Courthouse S quare Receipt No. : 1078594
Carlisle, PA 17613
REID HERMINE
Estate File No. : 2012-00129
Paid By Remarks : FOX ROTHSCHILD LLP
HMW
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 423839 $15 . 00
Total Received. . . . . . . . . $15 . 00
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