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HomeMy WebLinkAbout08-26-14 (2) J 1505610140 REV-1500 PA Department of Revenue OFFICIAL USE ONLY - - Bureau of Individual Taxes INHERITANCE TAX RETURN C°°rlty Code- Year File Number PO BOX 280601 2 1 1 3 0 9 2 0 Hardsbur°"PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW - 0 8 1 5 2 0 1 3 0 7 2 1 1 9 3 1 Decedent's Last Name Suffix Decedent's First Name MI R H 0 A D S J A WE T K (If Oplicable)Enter Surviving Spouse's Information Below i ^ Spouse's last Name Suffix Spouse's First(fame. MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW - - Q 1.Original Return 2.Supplemental Return 3.Remainder Return(date of death " prior to 12-13-82) F1 4.Limited Estate 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required death after 12-12-82) © 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 E] 10.Spousal Poverty Credit(date of death 11.Election to tax under Sec.9113(A) - between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIALTAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number H A R 0 L .D S I R W. I N I I" I 7 1 7 3 1 9 5 6 0 REGISTF�OF WILLS Ui� NLY First line of address - CO h o 6 4 S O U T H P I T T S T R E E T r:wo Second line of address ' co � Qn _ r� City or Post Office State ZIP Code DAZE FILED c r ,C A R L I S L E P A 1 7 0 1 -.1 I vim, o -. correspondent's elmall address: irwinlawoffice @gmail.com Under penalties of pertury,l declare that 1 have examined this return,including accompanying schedules and statements,and M the best of my knowledge and belief, It is true,correct and complete.Declaration of preparer other then the personal representative is based on all Information of which preparer has any knowledge. -' _ �sIG URE OF PERSONf�ESP 7J'SIBLE FOR FILING RETURN DATE ADDRESS // / 7 IAN DRIVES C/ MT HOLLY SPRINGS PA 17065 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 64 SOUTH PITT STREET CARLISLE PA 17013 - - PLEASE USE ORIGINAL FORM ONLY -- - Side.1 1505610140 1505610140 J V 1505610240 .. REV-1500 EX - RECAPITULATION - 1. Real Estate(Schedule A) ..................................,,,,,,.,. 1. 1 5 0 0 0 0 . 0 0 2. Stocks and Bonds(Schedule B) ...................................... 2 4 3 0 . 0 8 3. Closely Held Corporation,Partnership or Sple-Proprietorship(Schedule C) ..... 3. - • 0 0' 4. Mortgages and Notes Receivable Sctxed'ule D - r' 0 • 0 0 .( ) ....... ........L.......... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. - 1 6. 0 5 9 . 7 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ....... 6. - 11 . 0 0' 7. Inter-Vivos Transfers&Miscellaneous NbProbate Property - - (Schedule G) u Separate Billing Requested .......- 7. 0 • o 0 8. Total Gross Assets(total Lines 1 through 7) ........................... 8. 1 6 8 9 8 9 . 8 7 9. Funeral Expenses and Administrative Costs(Schedule H) .................. 9. '4 9 9 6 5 . 0 5 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) .............. 10. 4 , 2. 0 4 11. Total Deductions(total Lines 9 and 10) ............................... 11. - 5 0 0 0 7 . 0 9 12. Net Value of Estate(Line 8 minus Line 11) ............. ............... 12. 1 1 8 9 8 2 . 7 8 for w 13. Charitable and Governmental Bequests/Sec 9113 Trusts an election to tax has not been made(Schedule J) ....................... 13. 0 . 0 0 14. Net Value Subject to Tax(Line 12 minus Line 13) ...................... 4. 1 1 8 9 -8 2 . 7 , 8 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES - 15. Amount of Line 14 taxable -at the spousal tax rate,or transfers Linder Sec.9116 - - - - (a)(1.2)x.045 1 1 8 9 8 2 . 7 8 15. 5 3 5 4 . 2 3 16. Amount'of Line 14 taxable - I - ' at lineal rate X_.0_ . . 0 . 0 0. 16 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 . 0 0 18. 0 . 0 0 19. TAX DUE'................. .....L.................................. 19. , 5 3 1 5 4 . 2 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 / L.. 1505610240 1505610240 ` i 1EV•1500IX Page 3 .-. Fee Number Decedent's Complete Address: 21 13 0920 DECEDENTS NAME - JANET K. RHOADS STREETADDRESS 1505 HEMLOCK AVENUE CITY STATE ZIP CARLISLE I PA 17013 fax Payments and Credits: Tax Due(Page 2,Line 19) (i) 5,354.23 Credda'Payments 11 542.50 A.Prior Payments B.Discount 267.71 Tofal Credits(A+B) (2) 11810.21 Interest (3) If Line 2 is greater than Una 1+Una 3,enter the difference.This is the OVERPAYMENT. Fig in oval on Page 2.Line 20 to request a refund. (4) 6,455.98 If Una 1+Line 3 is greater than Una 2,enter the difference.This is the TAX DUE. (5) 0.00 Make.check payable to: REGISTER OF WILLS,AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS 1. Did decadent make a transfer and: Yes No a retain the use or Income of the property transferred; .............................................................:........ ❑ b.c. retain the erighton�ignate who shall use the property transferred or its income; ..............................I ❑ 9 9 FRI my ___........____.................___................................:......:....... Q - d. receive the promise for rte d either payments,benefits or care? _0 2. If death occurred after December 12,198Z did decedent transfer property within one year of death without receiving adequate consideration? ......................................................:................................ . ❑ 3. Did decedent own an'in trust for'or payabl"ponmileath bank account or sersaffy,at his or her death!........... ❑ ®— 4. Did decedent own an individual retirement account,annuity or other non-probate proparty,which contains Abenefiiciary 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, )rdates 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 surriaingsi Ouse is percent i72 P.S,§9116(a)().1)@1. ; x dates of death on or after.Jan.1,1995,the fax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent 2 P.S.§9116(a)(1.1)(if)1.The-statute does not'exempta transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and. I ng a tax return are still applicable even if the surviving spouse is the only beneficiary. x dates of death on or after;Iuly 1,2000: The tax rate imposed on the net value of transfers from a deceased chill 21 years of age or younger at death taor for the use of a natural parent,an - - adoptive parent or a stepparent of the child is 0 percent 172 P.S.§9116(a)(1.2)1. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4,5 percent,except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent[72 P.S.§9116(a)(12)].A sibling is defined,under Section 9102,as an individual who has at feast one parent in common with the decedent,whether by blood or adoption, pennsytvania SCHEDULE A nEPAmvwoFREYENUE 001MANCETAXRETURN _ READ.ESTATE at:s�wraECAOt_ur. ' ESTATE OFd FILE NUMBER JANET K.RHOADS 21 .18 .0920 AS real pro owned solely or as atenant In common must be reported at fair market vilua Fair marital value is defined as the price at which property would be exchanged.between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of.the relevant fads. Real property that le jointtywwned with right of survivorship must bedisdosed on Schedule F. Attach a copy of the settlement sheet g the property has been sold. REM' Include a copy of the deed showing decedents interest it owned as tenant in common. VALUE AT DATE NUMBER OF DEATH.' DESORtPTfON i LOT ADJACENT TO 150$HEMPLOCK AVE„CARLISLE,PA 17013 25,000:00 Value based on sales pFioe See HUD-1-attached as Exhibit"B” 2. HOUSE AND LOT AT 1505 HEMLOCK AVENUE,CARLISLE, PA 17013 -'125,600.00 Value based omsale price See HUD-1 attached at Exhibit"C" TOTAL(Also enter on Line 1,Recapitulation.) $ 150000.00 9 mae I sneeded,use addtt#wnolstmeffiofPWofaresameSim. - REV-1_SWEX+(6-" j - SCHEDULES . COMMCNWE&TH OF PENNMVANtA STOCKS& BONDS ItNERITANCE TAX RETURN RESIDENT DECEDENT- - ESTATE OF FILE NUMSER `. JANET K:RHOADS 21 13 0,920 ` ,AD propertylof4vivnl with right Of eurvhorehip must be dixlosed on SdWule F. r ITEM VALUE AT DATE , NUMBER DESCRIPTION OF DEATH 1. SAVINGS BONDS 2,930.08 Value as shown on attached Exhibit"D" IflrAt {Aisoentsronline2 fteca'dulakar} # 2930.08 ` ' � - . . - (Ifmoreapaceisrreeded,lnsertadd8onaishe��atd'resamesim) ..., -RE tSb4 Dt+(8.9@) - -•:•. - t., =<.'. . - -. 3•: '-' ss _.,. }' r - - a�' :ja{ SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR - ... wtia ErirnEvENr SOLE-PROPRIETORSHIP 1. ESTATE'OF FILE NUMBER JANET K. RHOADS 21 13 0920 Sdtd*C•1 arC•2{ d&ffD*gkft=6m)ffdAbeab&M decodeKoftwthsha soleVWdetondtip.See kwkucdonsbr ft suppeding ht matlon to be subrr tedta w"*eto"s- ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 . TOTAL(Also order on line 3,Recapitulation $ 0.00 (Kwre spm is needed,inset adddionai sheen;of the saffm*8) _. REV-1507 EY+(8-98) MORTGAGES COMMONWEALTH OF PENNSYLVANIA (NOR i GAGES &NOTES INHERITANCE DECEDENTR " RECEIVABLE ESTATE OF _ FILE NUMBER JANET K.RHOADS 21 13 0920 All properly jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. NONE 0.fl0 TOTAL(Also enter on line 4,Recap tulation) $ 0.00 (if more space is needed,insert addt Tonal sheets of the same size) REV-1501 Ex+(9-98) . . . SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. - IIJRESDENTDECEDENT RETURN PERSONAL PROPERTY ESTATE OF FILE NUMBER JANET K.RHDADS 21 13 0920 Indude tre ds of litgatbn and the date tie proceeds were received by the-estate. All p'ropedy ofmty-0wnad with dgM o1 survivotshlp must be disdosed'on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MEMBERS 1ST FEDERAL CREDIT UNION 2,548.55 Savings Account No. 744698-0000 Value based on attached Exhibit"E" 2. MEMBERS 1ST FEDERAL CREDIT UNION 550.54 Holiday Club Savings Account No.744698-0002 Value based on attached Exhibit"E" ` 3. MEMBERS IST FEDERAL CREDIT UNION 1,532.23 Checking Account No. 744698-0011 Value based on attached Exhibit"E" 4. PROPERTY TAX PRORATION FROM LOT SALE 76.09 See HUD-1 attached as Exhibit"B" 5. 2001 SATURN STATIONWAGON 3,250,00 Value based on sale price 6. PRUDENTIAL 401 K 4,443,59 Value based on attached Exhibit"F" 7. MISCELLANEOUS HOUSEHOLD CONTENTS 1,500.00 , 8. - VERIZON WIRELESS 2,33 Credit Refund 9., CENTURY LINK 24.68 Credit Refund 10. I.R.S. 1,034.00 Income Tax Refund 11. THE SENTINEL 10.56 Credit Refund, 12. KEMPERINSURANCE 227A0 Homeowner's insurance refund 13. PROPERTY TAX PRORATION FM HOUSE SALE 278,69 See HUD-1 attached as Exhibit "C" 14. AMERICAN MODERN SELECT INSURANCE 581.53 Homeowner's Insurance Refund TOTAL(Also enter on line 5,Reca Wation) $ 16 059.79 (if more space is needed,insert additional sheets of the same sire) REV-7508 EX+(Ot-t0) . pennsyivania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY - INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JANET K.RHOADS 21 13 0920 N an asset was made jointly owned within one year of the decedent's date of death,h must be reported on Schedule a SURVIVING JOINT TENANTS)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. NONE i. B. i C. JOINTLY-OWNED PROPERTY: LETTER DATE %OF DATE OF DEATH ITEM f� M JM MADE INCLUDE NAME OF FINANCIALOINSTITUTIOON D BANKACOOUNT NUMBER On SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY-HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENTS INTEREST NONE 0.00 0.00 . TOTAL(Also enter on Urre 8,Recap tulation} $ 0.00 It more space is needed,use additional shoots of paper of the same size. REV-1510 E)(+(08-,M) pennsylvania SCHEDULE G- DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND NHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JANETK,, RHOADS 21 13 0920 This schedule must be completed and filed N the answer to any of questions t through 4 an page thfee of the REV-1500 is yes. _ DESCRIPTION OF PROPERTY ITEM INCLUDETRENAMEOFTHETRANSFEREE,THEIR REtATIONSRIPTO DECEDENT AND DATE OF DEATH % DECD'S EXCLUSION TAXABLE NUMBER THEDATEOF TRANSFER.ATTACH ACOPYOFTHE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE 1. NONE 0.00 0.00 TOTAL (Also enter on Line 7,Recapitulation) $ 0.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 Ex+(10-08) pennsyivania SCHEDULE H DEPARTMENT OF REVENUE_ FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF _ - --FILE NUMBER JANET K. RHOADS 21. 13 0920 Decedents debts must be-reported on Schedule L ITEM NUMBER DESCRIPTION I AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME-Funeral and Burial Expenses 9,650.34 ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) SUSANJ. CRUSEY ' 7,750.00 Street Address 7IAN DRIVE City MT. HOLLY SPRINGS State PA ZIP 17065 Years)Commission Paidr 2014 2, - Attorney Fees: IRWIN LAW OFFICE - 8_,500.00 3. Famlty Exemption:(If decedents address is not the same as claimant's,attach explanation.) , Claimant Street Address ... City State - ZIP - Relationship of Claimant to Decedent -; 4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 363.50 _5, AccountentFees: 6. Tax Return Preparer Fees: , , 7. KEMPER PREFERRED, ETC. -Homeowner's Insurance 2,617.00 8. . KUHN PAINTING-Repairs to home 970.00 9. PP&L- Electric Bills for home 611.89 10. LEFFLER ENERGY-Fuel oil for home 1,762.31 11. CHARLES HOLTRY,TAS COLLECTOR- Real estate taxes 913.66 12. CARLISLE BOROUGH-Water/Sewer bills 368.34 13. IRWIN LAW OFFICE-Attorney fees for both real estate sales 550.00 14. COMMONWEALTH OF PENNSYLVANIA- Real estate transfer taxes 1,500.00' 15. ANDREA RAMOS/GUARDIAN TRANSFER-Notary fees on real estate transfers 27.00 16. SELLER ASSIST IN HOUSE SALE 3,750.00 ' 17: HOOKE HOOKE&ECKMAN- Real estate comMiissions and fees 5,132.50 18. COLDWELL BANKER HOMESTEAD GROUP- Real estate commission 3,637.50 TOTAL(Also enter on Line 9,Recapitulation) $ 49,965.05 If more space is needed,use add'Nonal sheets of paper of the same size. i Continuation of REV-15011 Inheritance Tax Return Resident Decedent JANET K. RHOADS 21 13 0920 Decedenrs Name Page 1 - File Number Schedule H-funeral Expenses&.Administrative Costs-87. ITEM NUMBER DESCRIPTION AMOUNT 19. BASS AIR QUALITY SYSTEMS-Radon mitigation 795.00 20. PETERS PEST CONTROL SERVICES-Termite treatment 185.50 21. JOHN KkINGLER, CPA-Income tax preparatiomn 225.00 22. DAVID MYERS -House maintenance, ; 52.83/ 23. . DAVID,W. KETNER-House'repairs(crushed stone) 357.68 24. JOHN KLINGLER, CPA-Income Tax Preparation 225.00 . SUBTOTAL SCHEDULE H•117 1,841.01 REV-151204(12-681 - pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES,III LIENS . RESIDENT DECEDENT ESTATE OF FILE NUMBER JANET K. RHOADS 21 13 0920 Report debts Incurred by the decedent prior to death that remained.unpald at the date of death,Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION, OF DEATH 1. TV CABLE 36.04 2. PA DEPARTAA�NT OF REVENUE . 6-00 2013 Income Taxes Due TOTAL(Also enter on Line 10,Recapitulation) $ 42:04 It Rwre space Is needed,kwrt additiDrW sheets of are sates size. .. REV-1513 EX,(01-10) . pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JANET K. RHOADS 21 13 0920 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 usal distributions and transfers under Sec.9116(aV,2).] L SAMUEL S RHOADS Lineal 1768 Rockledge Drive 25%RESIDUE Carlisle, PA 17013 . 2. SWSAN J CRUSEY ; Lineal ; 7lan Drive ; 25%RESIDUE Mt. Holly Springs, PA 17065 3. BONNIE E RHOADS Lineal 1402 North 6th Street 25%RESIDUE Harrisburg, PA 17102 4. STEPHANIE R RHOADS Lineal 1874 Morningside Drive $5,000.00 Pittsburgh, PA 15206 5. SAMUEL W RHOADS Lineal 1768 Rockledge Drive $5,000.00 Carlisle, PA 17013 6. SHANE M CRUSEY Linea] 5615 Moreland Court $5,000.00 Mechanicsburg, PA 17055 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 NOTTAKEN: t. -NONE — — 0.00. I B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. NONE 0.00 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 0.00 If more space is needed,use additional sheets of paper of the same size. EXHIBIT "A" LAST WILL AND TESTAMENT I, JANET K. RHOOS, of 1505 Hemlock Avenue, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made.by me. 1. t direct my personal representative to pay all of my debts,.funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. 1-direct that my personal representative sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. 1 give, devise and bequeath,all of my estate of whatever nature and wherever situate as follows: A. The sum of$5,000.00 to each of my surviving grandchildren; and all the B. Rest, residue, and remainder to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if, living. 4. 1 nominate and appoint Susan J. Crusey to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Samuel S. Rhoads to be thr substitute personal representative, with the same powers and also without bond. 5. 1 suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 27th day of June, 2013. (SEAL) J T K. RHOA S Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses.. ACKNOWLEDGMENT AND AFFIDAVIT WE, JANET K. RHOADS, AMY J. MAZUTIS, and RACHEL " SHAW, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,,in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. JA . RHOADS AM UT RACHEL I. SHAW COMMONWEALTH OF PENNSYLVANIA :ss: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by JANET K. RHOADS, the testatrix herein, and subscribed and sworn to before me by AM J. MAZUTIS, and RACHEL I. SHAW, witnesses, this 277H day of June, 2013.. _ NOTARIAL SEAL HAnnLO SIRWM III ary Public Public ' - V - CPAI.ISIyn` ""BERLANDCOUNTY Feb 6.2015 NOTARIAL SEAL . - HAROLD S IRWIN III Notary Public - CARLISLEBOROUGH,CUMBERLANDCOUNTY My Commission Expires Fab 6.2015 A. Settlement Statement (HUD-1) oMBApproval No,25G2-G265 FINAL 18.Type of Loan 1.Q FHA 2.0 RHS 1p Cow.Unins- B-File Number: 7.Loan Number: 8.Mortgage Insurarxt Case Number. �11d•10NyELUBHi 4.Q vA 5t. ]Cony.Ins. C.Note:This form is furnished to 91"you a statement of actual padlement costs.Amounts paid to antl by the settlemem agents are shorn Items marled '010.c7'•wets Paid outside the closing;they are shown lane for informational purposes and are not Included in the totals •D.Name&Address of Borrw+er: E.Name&Address of Sailer: F.Name&Address of Lender: Welubhi Housing Group LLC Estate of Janet K Rhoads NONE. 1521 Hemlock Avenue,Carlisle,PA 17013 c/o Susan J.Cmsey,7 Isn Drive,Mt.Holly Springs, PA 17065 G.Property Location: - H.Settlement Agent: I.Settlement Date:0SMW014 1505 Hemlock Avenue(Lot) Banc Scherer LLC Disbursement Date:0 511 5/201 4 Cadiste.PA 17013 19 West South Street,Cafisie,PA 17013 Carlisle Borough Telephone:717-249-6873 Fat:717-249-5755 Place of Settlement: TitleExpmss i " - 19 Well South Street,Carlisle,PA 17013 Printed 05/15+2014 at 9:31 am by ALF , 100- GrossAmount Duefrom Borrower 400. Gross Amount DUeta Sailer 101. ..__,._ � . Camtrectt sales 25,�.W 401. C�riract sales� 25,000.00 102. Personal Erotically ` 402. Personal propeny. 103. Settlement charges to bonower(line 1400) 977.00 401 104. 404. ` 105. 405. . Adjustments for items paid b seller in advance Adjustments for items paid b seller in advance 106. Cityllorn tames to 406. CityAmn taxes to 107. County taxes 05/1512014 to 12/312014 5223 407. County tares 0511512014 to 12!3112014 52.23 108. Assessments to 408. Assessmants to 109. School taxes 0511 Will 4 to 0613012014 23.86 409. School tortes 05115/2014 to 0613012014 23.86 110. - 410. 111. 411. 112 412 120. Gross Amount Due from Borrower 26,053.09 420. Gross Amount Due to Seiler 25,076,09 200. Amounb Paid b or in Behalf of Borrower 500. Reductions In Amount Due o Seller 201. Deposit or eamest money 500,00 501. Excess deposit{see instructions) 202. Principal amount of new low(s) 502. SetOemad chaffs to early(line 1400) 13,547.50 203. Existing loa s taken su 'ectto 503. Existing ioa s taken subject to 204. 5D4. Payoff of first mortgage loan 205. $05. Payoff of second mortgage loan 206., 506. 207, 507, 208. 508. 209, 509. Aduatmanfstm-un seller 2L110 tsf-Ile-un d Wier 210. CityAaxn taxes to 50. Citynown tames to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. '513. m 214. 5tC ` 215. $15. •� 216. 516: 1 217. 517. 218. $16. 219. 619. 220. Total Paid b ffor Bortower 500.00 520. Total Reduction Amount Due Seller 13,547.50 300. Cub at Settlement fremito Borrower, 600, Cash at SemementtaBrom Setter 301, 26,053.09 601, Gross anm/ntdueosetier{IIne 420) 25,076.09 302. Less amounts paid bydor bonawer(fn;220) 5W,00 602, Less reductions in amount due seller(line 520) 13,547.50 303. Cash ❑X From ❑Ta Borrower 25,553.09 603. Cub ® To ,0 From Seller 11,526.59 WsivrM1 W6br46!R!•4�am'bq+iWOM VUdn„TR�r.Wm,�,�YpYb Ytu�2Wa'gms.bmW,luS.lM6ps�.Ntlw4+W Yq ObH-niPEAVFmmMYwvMMPYW:meM • a RcM. <NW M1xxMVN Previous editions are obsolete Page 1 of 4 HUD-1 Settlement Charges Tdw*sMlakiw-ft Paid 70I. $1 .00 to Hooke,Hooke&tam meanors,LL(; TOZ. $0,00 to 703, Commission paid at saftlarmsm 1,2 .00 704r BmkerFw to Hooke,Hooke&Eckman Reaftors,LLC $ (four GFE BUZ Your anscht or chaTge(polats)for the specific mteresl rate chosen (tmm GFE#2) 803. Your adjusted origination charges (from GFEA) W 'A sisal fee to from GFE#3) W& CFO&raport to ffmM GFE Q) OW Tax service to from GFE Q) 807. Flood cenifficatpon to from GFE#3) ON to WhYAAh W ot. UOY WASM91 onalW RO M MGM 1)WI b14 0 MIM14 9$0.001detf 902, ^Mat gage,insurance pnernium months to (fromGFE#3) 903. Homeowners Insurance mantis to (fmmGFE#11) ON, manors to iheat C,'FF*fll t :J .r 7 7 1001. Initial deposit for your escrow account (from GFE#9) 1002.Homeowees Insurance months 0 S ftWh 1003. Ararah JUDC Propeny toes monks Q Im" 1005, months a$ Month IOD&Assessments months 0$ 0.00/Month $ 1007-AWegale A*Mbcant It — — D�� ,,—77-7 7,77777 440CIK� � - �'� ":�:,-c 11 1. Inge sennaft end lender's tmemsurance . from GFE#4) 160.00 1102,Setfiernentorclosing fee to 1103,Owls Me insurance ran GFE 503,00 1104.Landees He inwrande $ 1105, Lenders We policy limit$0.00 Lenders Policy 1106,Owners file policy limit$25,00000 Owners Policy II07. $4250 1108.Lfrjderwdters portion of the total fide lruwrance premium $75.00 1201.Cwvemment mounding charges ffmm GFE P) 67.001 1202 Dmd$6700 Mortgage$ Release$ 1 1203,Transfer tun (from GFE#8) 250b0 ll 1204,Cky/County Wstamps Deed$250.00 Mortgage$ 1205.SMeTa*Wrps Dead$250.00 mortgage$ 250.00 1206, Deed S Mort gage$ 0 1301.0 ul.Kequined services met you con shop low (3FE 96) 1".2014 CMT4AWoLqh Tax Big to Qww Hot",Tax Collector $913.66 P.O.C4S.) 1 W3.Inheritance Tax Escrow to Register of Wdis,Agent I I AM2.. �2 13D4.Notary Fees to Andres M.Ramos 10.. M,Dead Prep to Irwin Law Office 5p.ign 'Pad outside of dosing by(S)omower,(S)eller,(L)andsr,(I)nnstw,BroXer.-CredA by tender shown on page 1.—Credit by selfershman on page i. Previous editions are obsolete Page 2 of 4 HUD-1 i ,�� �- • � 1 J r 1 r......I 4.y � � . 1 1 � � � � � r . � 1 ' - � ' . • •.... ...... y.... W - .. t OMB Approval No.2502.0265 A. Settlement Statement (HUD-1) FINAL. L©FHA 2.Q RHS a,Q Conv.Unins. 6.Fife Number: 7.Loan Number: 8,Mortgage Insurance Case Number: 14-1352GC 0039191358 446-2136427-703 [4.0 VA 5. Cow.Ins. - C.Note:This farts Is furnished to give you a statement of sduai settlement costa Amounts paid to and by the settlement agents are shm Items marked 'Oxo.cy were paid outside the closing;they are shown here for informational purposes and are not Included in the totals. D.Name&Address of Borrower: E.Name&Address of Seger. F.Name&Address of Lender. Timothy N Stump,Meghen A Muffeady Estate of Janet K Rhoads MicHsland Mortgage Corporation 154 E.Louther Street,Carlisle,PA 17013 900 Merchi nts Concouse„Si to 112, Westbury,NY 11590 G.Property Loca0om H.Settlement Agent - 1.Settlement Date:07/292014 1505 Hemlock Avenue Guardian Transfer Corporation Disbursement Date:07292014 Carlisle,PA 17013 4075 Market St„Camp Hill,PA 17011 Carlisle Borough Phone:717-9094700 Fax:717.723-4585 r , PlaceofSelttemenfi TibeExpress , t 4075 Market Street,Camp Hill,PA 17011 - Printed 07/29/2014 at 9:42 am by JS pin 1111.1r. If.&nIn-Viliffill 100. Gross Amount Due from Borrower 400. Gross Amount Dueto Seller 101. ontmct sales fi p dce -t 125,000.00 . _.4_.-_...'._._.. 125,00 .00 401. Contract sales once 102 Persarai 1m e,(ty 402. Personal pr operty = 103. Settlement charges to borrower(line 1400) 9,200.91 403. 104. 404. 105. 405. " Ad sfinen%torftwns M seltertnad"ma, Adjustments for Cams paid by sailer In advance 106. Gtyftown taxes to 406. Citylbvm taxes to 107. County taxes 0712912014 to 127318014 38647 407. County taxes 07898014 to 1213112014 386,47 108. School taxes to 408. School axes to 109. WatedSewer Y)JS 07129014 b0W-14 014 SUE 409, Wami/SewerJtAtS 0789t20141009730t2014 52.05' 110. 410. Ill. 411. 112. 412. 120. Gross Amount Due them Borrower 134,63143 420. Gross Amount Due to Seller- 125,436,52 200. Amouna Pa(d b or in Behalf of Borrower 500. Reductions In Amount Due to Seller 201. Depositor eameM nmrmy 1,000.00 501. Excess deposit(see Instructions) 202. Principal amount of new loan(s) 122,735.00 502. Settlement charges to seller(line 1400) 9,897,32 203. Exis' s taken subject to 503. Existing bas taken subject to 204. 504. Payoff of first mortgage loan 205. 505. PayattafsecaWmongageiaan 206. Seller Assist 3,750.00 506. Seller Assist 3,750,00 207, 507. 208. 508. 209. SIX Adjustments for items unpaid b seller Adjushnenaforlams unpaid b seller 210. CgAown taxes to 510 Cry/town axes to 211. County axes to 511. County axes to 212. School axes . 0 710 112 01 4 to 071298014 159.83 512. Schoolaxes 0710112014 to 07!292014 159.83 213. 513. 214. 614. ' 215. 515. , 216. i 516_ i 217. 517. 218. 516. 219. 519. 220. Toad Paidb/for Borrower 127,644.83 520, Total Reduction Amount Due Seller 13,807.15 300. Cash at SettlementfroadW Borrower 600. Cash at Settlementtotfrom Setter 301. Gross amount due from bommer(line 120) 134,639.43 601, Gross amount due to seller(line 420) 125,438.52 302. Less ammmis paid byAar hpmoese0he 220) 127,844.83 602. Less reductions in amount due aster(line 520) 13,807,15 303. Cash XQ From ❑ To Sommer 6,994.60 603, Cash © To ❑From Seller 111.631.37 NY Iam.N1WM1 M.e•-9'•�I01.0,ANtln.eWe.MCnMmWYb4�iNY-IM.v1amW.ltlr/.lMb4tlP-IpP'-'Ib PMF�..W.PESiA[mi,nOY-In,LmM IMwmN[np/Y9W YMn.-ppMU n . Previous editions are obsolete _ Page 1 of 4 HU5-1 700. Total Real Estate Broker fees $7,275.00 Paid From Paid From oraislonofcommission krm700 esfolkrxs: Borrower's Seller's 701. $3,637.50 to Hooke,Hooke&Eckman Funds at Funds at , 702• $3,637,50 to Coldall Banker Homestead Group Settlement Settlement 703. 'npaid atset8amem 7,275.00 704. broker Fee to Coldwell Bank Seism Prolessionabi -- 800, Items Payable in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000%or$0,00) $3,375.21 (from GFE#1) 802. Yax credit charge(pants)for Ore speuix interest raw chosen $3,38157 (tram GFE#2) 803. Your adjusted origination charges from GFE A) 804, Appraisal fee to GRU App last Assoc.LLC $400.00 P.O.C.B•(from GFE#3) 805• Credit report to Cod Financial MO a eServices Inc. (from GFE 03) 43.57 806. Tax service to franc GFE#3 807. Flood certification to from GFE#3 M. to 906, Hams Required h Lender to be Paid in Advance " 901, Oeilyinterest charges from from 07Y2912014 to 0M112014 @$14.71141day - (from GFE 010) 44.13 - 902. Mortgage insurance premium or months to Department of HUD (from GFE#3) 2,110.94 Homeowneys tnsurence for i ears to State Farm $619.00 P.O.C.B'(from GFE 011) 004. Months ta IGFE 1 - 1 1000.ReservesDetuositedywithl.enchur 1001.Initial deposit for your escrow account (from GFE 99) 615.13 1002.Homemvners insurance 4 months @$ 51.581month $20632 1003.Mortgage mWartce months a$ 0.00haDmh $ 1004.Property taxes 7 Manthelill 76S41mnnth $53848 1005;. months $ 0.00/month $ 106.School taxes 3 months $ 179.021momh $53706 1007.AggrepteAgtrstrMl $•566.83 • 1100.TiOe Char m 1101. itie services and lends s title insurance $ from GFE#4 1,340A0 17.00 1102.Settlement or closing fee to $ 1101 Onets 89e iamxance-First American Title insurance Corr"ay $ from GFE 95 112.50. 1t04,Lendefstitielnsumnce-FirstAmedcan TiVelnsurance Company $1,015.00 1105.Lenderstitie policy limit$122,735.00 Lenders Policy 1106,Ovmets We policy Rm'd$125,000.00 Owner's Policy 1107.Agents portion of the total Me insumnnst p eo iwn $956.37 _ to Guardian Tmns*Cwporabon 1108,Undervaitefs portion of the total tide insurance premium $169,13 to FindAmedcan Title insurance Company 1109.100 NoVit100 to Fine Arnencan Title 550.00 Insurance Cornaarry 1110.30OSurveyl300 to FirstAmerican Title $50.00 Insum w 6mpany 1111.900 EPL.RwW,1 toFbStAtrer}cen Title $50.00 Insurance Company , 1112.ClasrgSveUnCl to First Amerioen Title $75.00 tnsrxance Cornpaw . 1200.Government Recording and Transfer Changes - 1201.Government racoming charges $ ((rom GFE#7) 172.00 1202,Dead$77,00 Mortgage$95.0D Release It 1203.Transfer WM $ (Itom GFE#8) 1250.00 1204.CMr4unty tax/stamps Deed SUS0.00 Mortgage S 1205.State TaxJstamps Deed$U50.00 Mortgage$ 1,250.00 1206• Deed$ Mortgage$ 1207, $ - 1300,AddlOonal Setti¢ment Cha es 301.Requir¢tl services thatyaa can strop far (homGFE#S 1302 Survey to 1303. to 1904.RadonhiigaCwn to BmArrQW4 Systems 795.00 1305.TMINE, to Peters Past Cadroi SerAces 185.5 1306.201412015 School Tax Escrow to Guardian Transfer 3,220.00 1307.Deadprep tohwin Lax Office 300.00 , 1308.water/SOWAJMld to Borough of Cad'ste 013274 74. r s l 9,200,91 9,897.32. -Paid outside of closing by(B)omower,(S)elier,(L)ender,(I)nvestor,Bro(K)er."Credit by tender shown on page 1,"Credit by seller,shoran on pop 1. Previous editions are obsolete Page 2 of 4 HUD-1 EXHIBIT vwp.. 03/19/2014 Orrstown Bank Page: 1 Branch: 6 Savings Bond List Teller: 101 Serial Number Denomination Issue Date . Value Interest W3978044EE $ $64: 100 05/1993J� $114.12 $64.12 C403841455EE $100 03/1993 $114.88 88 C414346515EE $100 06/1993 $113.76 $63.76 C390204964EE $100 12/1992 $145.20 $95.20 C392919552EE $100 01/1993 . $145.20 $95.20 C368567111EE $100 10/1992 $145.20 $95.20 C363339435EE $100 08/1992 $148.08. $98.08 C363124812EE $100: 06/1992 148.08 $98.08 C337614948EE $100 ' 02/1992 $151.04 $101.04 C3448,80128EE $100 04/1992 $148.08 $98.08 C337614944EV $100 . ' 05/1991 $154.08 $104.08 C337614943EE $100 06/1991 $1$4.08 $204.08 C337614942EE $100 09/1991 $154.08 .$104.08 C337614938EE $100 11/1990 $157.16 $107.16 * C337614946EE $100 01/1991 $157.16 $107.16 * C337614947EE $100 11/1991 $151.04 $101.04 * C337614941EE $100 12//1991 $151.04 $101.104 * C337614945EE $100 03/1991 `'. $157,16 $107.16 * C337614940EE $100 07/1990 $160.32 $110.32 * C337614939EE $100 - . '09/1990 $160.32 $110.32 * Pre-Januaarryy.1990 Bonds: 0 $0,00 $0.00 January 1990 and Later Bonds: 20 $2930.08 $1930.08 Total Bonds: 20 $2930.08 . . $1930.08 . It N/E=Not yet eligible for redemption I I EXHIBIT INE.. Ln O o ' a o° fit U o MEMBERS 6t Kalnut Bottom O1 , 1166 walnut Bottom Road Carlisle PA 17013 / Inquiries.Call: N , ; 717-249-4666 Acct XXXXXXX709 S '• 1 ; Eff: 08/30/13 RHOADS,JARET A Tlr; 0709 - Date: 08130113 „�.7 -,.�j i ' Time: 10:15am Z M wi thdrwl from CNECAING Prev Bel: 0011 Amount: 1,532.23 - New Bel;; 1,532.23 M m i ' Seq: —0.00 O ; i Depoei tp REGULAR SAVINGS 000044698 Prev Bel: U) ' Amount: 2,548.55 $ lJ , , New Bel: 1,532.23 QSeq: 4,080.78 Prev Withd�ml HOLIDAY CLUB 00024x699 v Maturity date: _ 550.54 m O , ' N Amount: - 10/01/13 � �-7 New Bel: - 550.54 U , RC Seq; 0.00 Z N ; V' ,� Deposit to, -REGULAR SAVINGS #744700 ,y , N ' co [y7 S' - Prev Bel: 0000 N ; °'A Amount: 9,080.78 , p F r:) New Sal: - 550.54 Qy }N i ° Fy ry U Seq: 4,631.32 �i O. 3.-M - 11744701 kD to v, DC i ) ' 1r 0) - i O 41 O - - Author;zed by pO Source. W W ❑ SigCard ❑ Xnown ❑ Other VISA Balance Transfer 1, balance transfer fees. 90k APR NO for more details. Ask an associate JANET X RHOADS