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HomeMy WebLinkAbout09-04-14 (2) REV-1500 EX(D2-11) 1 3 1505610143 PA Department of Revenue OFFICIAL USE ONLY P Pennsylvania County Code Year File Number Bureau of Individual Taxes 0eP^eTMENief RcvEXeE PO BOX.280601 INHERITANCE TAX RETURN 21 14 0039 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 12 15 2013 08 21 1925 Decedent's Last Name Suffix Decedent's First Name MI PRICE ETHEL D (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW F 1. Original Return 2. Supplemental Return 3, Remainder Return(Date of Death Prior to 12-13-82) 4. Limited Estate 4a, Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) 6 Decedent Died Testate 7 Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes (Attach Copy or Will) (Attach Copyoff rust) P 9, Litigation Proceeds Received ❑ 10.gaus nPee 31�Fr eitt(Datves�f Death 11.Election to tax under Sec.9113(A) (Attach Schedule 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number - SETH T MOSEBEY (717) 243 341 en x rn REGISIRW WILLS�tJSE OM F P M = C7 -a First Line of Address r- )n. M "r1 C:t 10 EAST HIGH STREET " ' Second Line of Address c, -n :a ::E n 1`113 r— M -�D TE FILEDW City or Post Office State ZIP Code te CARLISLE PA 17013 Correspondent's e-mail address: smosebey(dlmartsonlaw.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 persona Is based on all information of which preparer has any knowledge. SIGN PERSON RESPONSIBLE FOR�ING RETURN DATE \ � PER �'�� David L. Price C11412o/c{ ADDRESS 2 North Pin Oak Drive, Boiling Springs, PA 17007 51 TURE OF PREPARER OTHER THAN UEPRESENTATIVE DATE j r Seth T. Mosebey 9 /N/L of y A DRESS 10 East High Street, C;4/1/isle, PA 17013 Side 1 1505610143 1505610143 J 1505610243 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 185 , 000 . 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 43 , 752 . 33 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Non,-Probate Property (Schedule G) a Separate Billing Requested............ 7. 8, Total Gross Assets(total Lines 1 through 7)........................................................ 8. 228 , 752 . 33 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 35 , 897 . 26 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 9, 700 . 51 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 45, 597 . 77 12. Net Value of Estate(Line 8 minus Line 11)... .. .. - .. .. .. - .. - 12. 183 , 154 . 56 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. 183 , 154 . 56 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 at lineal rate X .045 183 , 154 . 56 16. 8 ,241 . 96 17. Amount of Line 14 taxable at sibling rate .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. 8 ,241 . 96 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. El Side 2 1505610243 1505610243 ,J REV-1500 EX Page 3 File Number 21-14-0039 Decedent's Complete Address- DECEDENT'S NAME Price, Ethel D. STREETADDRESS 10 East Hunter Drive CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1} 8,241.96 2. Credits/Payments A. Prior Payments 7,000.00 B. Discount 368.42 Total Credits(A +B) (2) 7,368.42 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 873,54 Make Check Payable to REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred:.........................................._........._.............. ........ ❑ ❑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?........................._..........._...... ......__ ___............................................... ❑ ❑ 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ 0 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?._._................_.....................___.....___............__.......................... ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(7]. For dates of death on or after January 1,1995,the tax tale imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent 172 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from lax,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 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 172 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 P.S.§9116(a)(1.3)1. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev-1502 EX-(0140) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Price,Ethel D. 21-14-0039 AU real Property owned solely or as a tenant in common must bereported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant fads. Real property that Is Jointly-ownedwith right of survivorship must be disclosed on schedule F. Attach a copy of the aetaemrent sheet if the property hasbaan sold Include a copy of the deed showing decsdenrs interest If owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Residence-Real estate located at 10 East Hunter Road, South Middleton Township, 185,000.00 Cumberland County,PA, known as Tax Parcel No.40-24-0760-058, being described in Deed dated December 22,2006,and recorded in Cumberland County,PA,Deed Book 278,Page 660,and being conveyed to Ethel D. Price,Decedent herein. Value is actual sale value,see attached settlement sheet. TOTAL(Also enter on Line 1,Recapitulation) 185,000.00 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev.01.10) Rev-1508 FX*(11.10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Price, Ethel D. 21-14-0039 Include the ceetls or i@ etian end the date the proceeds were received by the estate. All property Jo ntlyovmod with the right of survivo,ship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Rowe's Auction House-Proceeds from sale of household goods and miscellaneous 1,917.28 personal property 2 American General-Benefit due decedent on date of death 872.83 3 PNC Bank Checking Account 5005161957-Date of death value,see attached 3,081.48 Accrued interest on Item 3 through date of death 0.01 4 PNC Bank Money Market Savings Account 5005160663-Date of death value,see attached 18,049.64 Accrued interest on Item 4 through date of death 0.57 5 2005 Ford Focus-Actual sale price 5,500.00 6 Church of God Home-Refund 12,903.62 7 Everence-Medical insurance, refund 621.95 8 First Energy-ACH reversal 205.20 9 State Farm-Auto insurance,refund 117.75 10 United States Treasury-2013 Federal income tax refund 482.00 TOTAL(Also enter on Line 5,Recapitulation) 43,752.33 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10) REV-1511 EX.(10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHRITANCE TAX R SE URN DENTDEC D NT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Price, Ethel D. 21-14-0039 Decedent's debts must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s)attached 413.26 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid Waived 2. Attorney's Fees Martson Law Office 10,612.67 3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 408.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 24,462.93 See continuation schedule(s) attached TOTAL(Also enter on line 9,Recapitulation) 35,897.26 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1600 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Price, Ethel D. 21-14-0039 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 David Price-Reimbursement for Hoss'luncheon following funeral service 263.26 2 Shelter Memorials-Tombstone engraving 150.00 H-A 413.26 Other Administrative Costs 3 AC&H-Heat pump system check at decedent's residence in preparation for sale of real 80.00 estate 4 Advance Disposal -Garbage, pending disposition of real estate 41.28 5 Advance Disposal-Garbage, pending disposition of real estate 42.09 6 American Radon Solutions-Installation of radon reduction system in decedent's residence 750.00 7 Central Penn Land Transfer-Title services 20.00 8 Coldwell Banker-Broker fee 350.00 9 Cumberland County Recorder of Deeds-Realty transfer tax 1,850.00 10 David Price-Reimbursement for Advance Disposal garbage($41.92,4115/14); State Farm 515.17 auto insurance($279.04,4/26/14); PA Dept of Transportation auto registration($36.00, 4/26/14); South Middleton Township Municipal Authority sewer/water($140.32,4/26/14);and Bradford Exchange checks for Estate Checking Account($17.89,4/26/14) 11 David Price-Reimbursement for supplies purchased from Lowes and Home Depot to paint 406.39 the decedent's residence 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 Price Ethel D. 21-14-0039 ITEM NUMBER DESCRIPTION AMOUNT 12 David Price-Reimbursement for lawn maintenance and home upkeep fees for decedent's 2,480.00 residence 13 First Energy.Electricity bill, pending disposition of real estate 354.09 14 First Energy-Electricity bill,pending disposition of real estate 218.44 15 First Energy-Electricity bill,pending disposition of real estate 84.75 16 Jennifer Richardson .House painting to prepare decedent's residence for sale 750.00 17 Jennifer Varner,Tax Collector-Real estate taxes 497.22 18 Jennifer Varner,Tax Collector-2014 school taxes,pending disposition of real estate 1,696.05 19 Landex-Title search 0.27 20 Legal Advertising-The Sentinel 201.16 21 Legal Advertising.Cumberland Law Journal 75.00 22 Met-Ed-Electricity,pending disposition of real estate 164.04 23 Met-Ed -Electricity, pending disposition of real estate 70.00 24 Met-Ed-Electricity,pending disposition of real estate 17.60 25 PNC Bank Checking Account 5005161957-Calculated service charge 15.00 26 Real Estate Commission-Coldwell Banker 5,550.00 27 Real Estate Commission-Joy Daniels Real Estate Group 5,550.00 Copyright(c)2002 form software only The Lackner Group,[no, Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Price, Ethel D. 21-14-0039 C ITEM NUMBER DESCRIPTION AMOUNT 28 Royer's Gulf Service-Auto inspection to prepare decedent's car for sale 82.29 29 Shane Boulder-Trash hauling,pending disposition of real estate 250.00 30 Sollenberger's-Auto title transfer for decedent's car 98.50 31 South Middleton Township Municipal Authority-Water and sewer, pending disposition of 135.22 real estate 32 South Middleton Township Municipal Authority-Water and sewer, pending disposition of 37.00 real estate 33 Stanley Steamer-Carpet cleaning at decedent's residence,pending disposition of real estate 290.42 34 Tax proration-County real estate taxes(0712912014-1213112014) 211.07 35 Tax proration-School taxes(07/25/2014-0613012015) 1,579.88 H-B7 24,462.93 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.8-98) key-0812 EX.(12-08) SCHEDULE ! pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Price, Ethel D. 21-14-0039 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Alert Pharmacy Services-Account payable 373.75 2 Alert Pharmacy Services-Account payable 116.54 3 Church of God Home-Account payable 8,737.56 4 First Energy-Account payable 205.20 5 New York Life-Account payable 146.15 6 South Middleton Township Municipal Authority-Account payable 121.31 TOTAL(Also enter on Line 10, Recapitulation) 9,700.51 (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-1613 EX.101-10) pennsylval SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Price, Ethel D. 21-14-0039 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List IrmsigeW I TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Connie S. Belsinger Daughter One fourth of 45,788.64 1217 Poplar Ave estate Halethorpe, MD 21227 David L. Price Son One fourth of 45,788.64 2 North Pin Oak Drive estate Boiling Springs, PA 17007 Donald K. Price Son One fourth of 45,788.64 4073 Caisson's Court estate Enola, PA 17025 Robert M. Price,Jr. Son One fourth of 45,788.64 P.O. Box 561 estate 5 North Lincoln Ave Elkins,WV 26241 Total 183,154.56 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) ORIGINAL RETAINED BY: MARTSON DEARDORFF WILLIAMS OTTO GTLROY&FALLER MARTSON LAW OFFICES LAST WILL AND TESTAMENT OF 10 EAST HIGH STREET CARLISLE,PA 17013 ( ETREL D. PRICE 717)243-3341 I, Ethel D. Price, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I : I direct that my legally enforceable debts, funeral expenses, and the expenses of the administration of my estate, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II : I bequeath to the individuals identified in any written Memorandum signed by me and attached to the original of this Will who shall survive me by thirty (30) days certain items of tangible personal property described therein. This provision authorizing reference to such a Memorandum does not necessarily mean that such a Memorandum has been made by me in connection with the making of this Will. ITEM III: I bequeath all of my household goods, furniture and furnishings, china, silverware, . jewelry, ornaments, works of art, pictures, wearing apparel, tools and similar equipment and personal effects, not specifically bequeathed under Item II of this my Last will and Testament, and excluding cash, any motor vehicles I may own at the time of my death and tangible evidences of intangible property, together with any policies of insurance &- trJ ab ` qe- ' applicable thereto, in equal shares unto my four (4) children, Robert M. Price, Jr. , David L. Price, Donald K. Price and Connie S. Belsinger, who shall survive me, to be divided among them, as they shall agree. ITEM IV: I devise and bequeath the rest, residue and remainder of my Estate of every nature and wherever situate in equal shares unto my four children Robert M. Price, Jr. , David L. Price, Donald K. Price and Connie S . Belsinger, provided, however, that the share of any of my said children who shall predecease me on die on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death and in default of such then living issue, such share shall be added to the shares for my other then living children and the issue, per stirpes, of my other then deceased children. ITEM V: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross Estate for tax purposes, whether passing under this will or otherwise, including any interest or penalty imposed in connection with such taxes, such be considered a part of the expense of the administration of my Estate and shall be paid out of the principal of my Residuary Estate without apportionment or right of reimbursement. ITEM VI : I appoint my sons, Robert M. Price, Jr. and David L. Price, co-Executors of this my Last Will and Testament . i x , � k 1 4 s C t ., � y Y ITEM VII: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this day of December, 2006 . cc��av�/J 1.�D�i,,c. . 44%7- [SEAL] Ethel D. Price The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Ethel D. Price, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. t• �/�ca �C.. �-. � 'rye®_,_ -3- It COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Ethel D. Price, Dale F. Shughart, Jr. , and David L. Price, the Testatrix and the 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence . Testatr' i�tcneo . Witness Subscribed, sworn to and acknowledged before me by Ethel D. Price, the Testatrix, Dale �'. Shughart, Jr. , and David L. Price, witnesses, this day of December, 2006 . NOTARIAL SEAL LZ BONNIE�COYLE.NOTARY PUBLIC Nota Pu :i'L BORO OF CARLISLE,CUMBERLAND CO.PA MY COMMISSION EXPIRES OCTOBER 11,2010 -4- OMB Approval No 2502.0265 A. Settlement Statement (HUD-1) e.Typo of Loan 10 Q FHA 2.Cl RHS 3.QX Conv Unins. 6 File NumbaY: 7. Loan Number I8, Mortgage Insurance Case Number: 4.C)VA 5 C]Conu as 2614064]7.PFD 77792609 C Note: fins form 3Nmished to gi✓e youa stefemeni oleduai SaHkment WSta. Amounts pa[d to and by the settlement agent are shown. Items marked'dmo.c./"were pendoudeda the dosiag;ihoyere shown here for Informational purpoms and ere not Indpded in the totals 0. Name and Address of Borrower, E. Name and Address of Seller F. Name and Address of Lender: Katy B.Myers Estate of Ethel D.Price Metro Bard, 617 Whiskey Springs Road 10 East Hunter Road 3601 Paxton Street Boning Sprmgs,PA 17007 Carlisle,PA 17015 Harrisburg,PA 17111 G. Property loce0on: H. Sefikmem Agent: L Seliienvue Date: 10 East Hunter Road Central Penn Land Transfer,LLC Carlisle.PA 17015 3800 Market Street July 25,2014 Cumberland County,Pennsylvania Camp HA PA 17011 Ph. (717)695.3166 Place of Setlbment: 3800 Market SGaet Camp Hill,PA 17011 J. Summary of BUrrowe's transaction K. Summary of Sellet'stmnsaction 100 GvossAmoum Over Gorr Borrower: 400. GrossAmount Due to Serum, 161. Contract asks;price i85,000.W 401 Conked sates 2rkar 185,900.00 102. Personal property 402. Persona prthemy - 103, Settlement Charges to Borrower Line 1400 4 6,328.62 403, 104, 404. 105, 405. Adustments for Items prdd b Seller In advance Adustments for items sold b Seiler In advance 105, C /Fn Taxes to 406.CirrlTevor Taxes 10 107. Count Taxes 0726/14 to 12/31!14 211,07 407.County Texas 0725114 to QJ31114 211.07 108. School Taxes 0725114 to 06/30/15 1,579,88 400.School Taxes 0726114 to 00130115 1579.88 109, 404. 110, 410, 11t_ 411. 112. t 412. 120. Gross Amount Okra from Borrower j 193.119.77 420.Gross Amount Due to Salter 186,790,95 290,Amounts Paid by or in Behalf of Borrower 500. Reductions in Amount Due Seiler: 201. D sd or earnest money 2,000M 501. E.M.deposit see inskudkans 202. Pfin ai amount of new bans 1 148,000.00 502, Settlement Charges to Seller Line 1400 i 15,053.05 203, E.Ionq loan s)taken subject to 503. Existing fournal taken sub'ed to 204, 504. Payoff First Mortgage 205. 505.paved Semnd Menasha 206. 5%, ! 207. 507.iDeposit dab,as prouseal { 208, 508. 209, 509. Ad'ustm ants for items unpaid by Seller Adjustments for Items unpaid by Seller 210. Dit rToven Taxes to 610.Cd tfown Taxes to 1 211. County Texas to 511. C.adIv Taxes 10 1 212. Sdmoi Taxes to i 512.School Taxes to 213. 513. _ 214. 514. 215, 515, 216- 515- 217. 517. 218. 518. 219. 519. 220. Total Paid byrnor Borrower ! 150,000 00 520.Total Reduction.Amount Due Sane, 15,053.05 500, Cash at Settlement mrawto t6oROwer 699. Cash at settlement osurom Seller 301. Gross amount due from Borrower line 120 19311977 601, Gross amount due to Salter fine 420 { 186.79095 302. Less amount paid b Ror Borrower line 220) 1( 150.000.00) 602. Less redudions due Seller(tine 520) ( 15,053,05 303- Cash %❑From El To Borrower ) 43,11977 603.Cash oR To ❑ From Seller { 171 337.90 Te undersigned hwa by acknowledge ieapr(Lta MrI sat) The undersigned hereby adnowktlge r cep( f eomdeietl oapy of Ibis statement&any attachments referred io herein Borrower �- � Seller Esiale�� [halo.Pricy ftty .If)Pre B C t David 1.Fhxz.F w or iMwn,ce+saoreewmra r�swir.+mavlvrrgor l ns,er.Vm'ermcw<uurxrrtamx maarwaarn.¢#n amws:Y!ea Trrmm.u+arnesgersarnrrdurvalaoVDwaa vnpn AocwtMwxiryienavel M6 Tn+bleovi...&a mr.e.RESeccm.v.."Wh rfl,r lr.,q:euen l.+r m se Page 1 of 3 HUD-i 1201406477,PFO/201406477,PF 0727) S SC41 YJGt�E A L-Settlement Chari 700.Total Real Estate Broker Fees - $11,100.00 1 From Paid Fran D,Llsion almmmlssbn(Me 700)as 7o(i Bom,,vars 5elis 701.S 5.550.00 t0 Cokiwea Banker Sektl ProfeSSianais Fixtls m Fm,da M 702.$5,550.00 to .Soy Daniels Real Estate Group SeUkme'd Schemes 703.Commission pad at settleme n iDO W 704. Broker Fee to Joy Denleb Real Estate Group 395.00 600,Items Payable in Connection with Loan 801.t7�r of matron char ¢ $ 895.00 from GFE#1 802.Your credit or theme fisoinhit for the s giro inter sf rate chosen ffrom GFE#2 803.Your adjusted origination char e a. (from GFE#A 695,00 804 Appraisal fee to S.W.Barrett Real Estate&Appi fr -GFE#3 PO.G. 3750 B" 806.Credit Report to E uifax MOr2 a S6k4OM1a from GFE U) 16.03 806.Tax servxe to ffm.GTE#3 807,Flood centralism to Wooers Kluvidid,Financial Servicesi Orom GFE 11 808. _ from GFE#3) 809 from GFE#3 810. from GFE#3 fill. (from GFE#3) 900,Items Requiretl by Lender to Bo Paid In Advance 901.Dairy interest charges from 07125/14 to 08101/14 7@ $174722001day (from GFE#t0) 122,31 902,Mpngage insurance premium for mamhsto (from GFF_iJ3} 903 HOmavwrrerS insurance for 1Oyearsm The Ph6ada$rnie CararibuFbnsh' {from CFE#tt} 605,00 904 (from GFE#i1j 905 (from GFE#77) 1000.Reserves Deposited with Lender 10011na'Nl tleposa for our esuow amount (hom GFE#9) 471.68 tW2.Homeowners insuranw 3,000 months @ $ 50.42 per month $ 151.26 1003.Marl a e insurance months a $ per month $ ION,Property faxes 5 247.20 County Taxes 6.00D months S 41.20 pet month School Tams months @ $ yam month 1005. $ 10%, School Taxes 2,000 months @ $ 144.22 per mpnlh $ 28844 1007. months @ S per month $ 008. $ 1009.AggregadeAdjustainent $ 41522 1100.Title Charges 601. Tale services and lenders idle inguranw (fmm GFE#4) 1,598,50 2000 1102. Settlement or dosing fee $ 1103. Owner'a ale Insurance to FirstAmerican Tale asuranm Compan (from GFE#5), 203.50 1104, Lendi fade insurance Ta Fast American The insurance Company S 1,404.00 iw Lenders the pi lima $ 148,000.00 ME Owner's as policy fmit $ 185,000,00 1107. Agent's portion of the total lob insurance premium to Central Penn Land Transfer.LLC 5 1,366.37 Tim Underwriters confirm of the law this insurance premium to First Amemkan lead Insurance Company $ 241.13 1109. 5 Tito $ 1111. $ 1112. $ 1113- S 1200-6OVemment Recordin aim 1munifferChadynds,"+ 1201,Government recording charges to Cumberland County Resumer of Deem, from GFE#7 166,00 1202.Deed $ 62.00 Mort a e S 104.00 Releases $ Other 5 1203.Transfer taxes to Cumbertaro County Rewriter of Deeds (from GFE#8) 1,860.00 1204.CltyrIlouidy existam a Deed $ 1.85000 McAmare$ t.a50.00 1205.Slate tax/stam s Deed S 1,85000 Mortgage S 1206, 1207. 1300,Additional Settlement Charges 7301,Reque®d services Thal you win shop for (from GFE 46) 1302,Water&Sewer to SMTMA $ 4/141252014 37.00 1303. Home7rermhelRadon Inspection to Alpha Home Inspections $ P0.C54750O(B)" 1304. 2014 School Taxes Due to J rmi S.Varttar $ 1.696.05 1366.ffipkar Fee to Colddi Banker $ 350,00 1400.Total BatUemenf Charges{anter on tines 103,Section J and 602,Section K) Si 15,053.05 'Pad WYs.doled/M,[xxflo i J<nb W.a vad..d Tl By vyveyr Je t Cuti aYdrYN ve fiq,.tn,M A:XmM M,v,taV p W ica nNao]Wry dlwlNe2>umx � �r uY �(/-mi ai Penn Le Tr r id r,L .,Settlement Page 2 of 3 HUD-1 (201406477 PFD2 014 064 77 PFD/23) Comparison of Good Faith Eatlmate(GFE)and HUD-1 Charges Gootl Faith Eallmate NUD-1 Charges That Cannot Increase NUD-1 Line Number Our origination charge # 801 895.00 895.01) Your ad)usled origination charges #803 895.00 895.00 Transfer tams #1203 3,700.00 1,850.00 Charges That In Total Can not Increase Mom than l0% Good Faith Estimate HUD-1 Goremment recording charges 01201 200.00 166.00 WPM WI #804 375.00 -375.00 Credit repon If 805 15.83 15.83 Flood Mrlftwbn If 807 6.00 6.00 Total 598.83 562.83 Increase between GFE and HUD-1 Charges $ •31.00 or -5.70 Charges That Can Change Good Faith Estimate HUD•1 Initial deposit for your escrow account #1001 2,500.00 471.68 DaiM Interest charges # 901 $ 17.472200/day 122.31 122.31 Homeowrsre insurance 0 903 600.00 605.00 This serNma and laruees We insurance 01101 1,575.00 1,598.50 Owner's title Insurance to Find American Title Insurance Company 01103 185.00 203.50 Loan Terms Your initial loan amount Is It 148,000.00 Your loan farm Is 30.00 years Your Initial Interest rate is 4.2500% Your Initial monthly amount owed for principal,Interest and $728.07 Induces my mortgage Insurance Is ❑X principal ❑K Interest ❑ Mortgage Insurance Can your Interest rate rite? Q No ❑ Yes,it can rise to a mmtlmum o/ %. The land lunge w1)be on_and can change again every_months after . Every change date,your Interest rate can Increase or decrease by %. Over the fife of the ban,your interest rate Is guaranteed to never be lower than or higher than %. Even H you make payments on time,can your loan balance rise? ❑X No ❑ Yes,it con rise to a ma:mnum of$ Even Hyou make payments on time,can your monthly ❑X No ❑ Yee the my tno ass con be on end the monthy amount owed lorprincipal,Internet,and mortgage Insurance rise? amount owed can rim to The madmum it can ever rise to Is$ Does your loan have a prepayment penalty? ❑% No ❑ Yes,your madmum prepayment penally s$ Does your loan have a balloon payment? © No ❑ Yes,you hags a balloon payment of$ due in_years on Total monthly amount owed Including escrow account payments ❑ You do not haves monthyesormpaymentfor items,such aspnoperty lases and homeownefa insurance. You must pay these Items directly yourself. ❑X You have an additional monthly escrow payment of$235.84 that results In a total Milled monthy amount owed of$963.91. This Includes principal,Interest,any mortgage Insurance ant any hems checked below: @ Propertylaaea ® HomeewnW,bum m ❑ Flood Insurance ❑ ❑ ❑ Note: I/you have any questions about the Settlement Charges and Loan Terms listed on this from,please contact your lender. Page 3 of 3 HUD-1 (201406477.PFD/201405477.PFD24) S�Fe HUD-1 Attachment Borrower(s):Kelly B. Myers,single Woman Sellegs): Estate of Ethel D. Price,deceased 617 Whiskey Springs Road 10 East Hunter Road Boiling Springs, PA 17007 Carlisle,PA 17015 Lender:Metro Bank Settlement Agent Central Penn Land Transfer, LLC (717)695-3166 Place of Settlement:3800 Market Street Camp Hill,PA 17011 Settlement Date:July 25,2014 Property Location:10 East Hunter Road Carlisle, PA 17015 Cumberland County,Pennsylvania Adjusted Origination Charge Details Origination Charge Administration Fee 895.00 to Metro Bank Total $ 895.00 Origination Credit/Charge(points)for the specific Interest rate chosen Total $ Adjusted Origination Charges $ 885.00 Reserves Deposited with Lender Homeowner's Insurance 151.26 3.000 at 50.42 per month County Taxes 247.20 8.000 at 41.20 per month School Taxes 208.44 2.000 at 144.22 per month Aggregate Adjustment -215.22 Total $ 471.68 Title Services and Lender's Tide Insurance Details BORROWER SELLER Electronic Document Retrieval 40.00 to Central Penn Land Transfer, LLC Wire Fee 15.00 to Central Penn Land Transfer, LLC Overnight Delivery Fee 14.50 to Central Penn Land Transfer,LLC Closing Protection Letter 75.00 to First American Title Insurance Company Notary Fee 25.00 10.00 to Jeanette L. Pennington Bringdown Fee 25.00 to Central Penn Land Transfer, LLC Tax Can Fee 10.00 to Central Penn Land Transfer,LLC Lender's title insurance 1,404.00 to First American Title Insurance Company Total $ 1.598.50 $ 20.00 WARNING: it is a crime to knowingly make false statements to the United States an this oraty slmllarform. penalties upon conviction can include a fine and Imprisonment Fordetalls ego:rule 18 U.S.Code Section 1001 and Section 1010. (20140S477.PFD2 014 0 34 77.PFD25) HUD-1 Attachment- Continued Owner's Title Insurance BORROWER SELLER Owner's Policy Premium 203.50 to First American Title Insurance Company Total $ 203.50 $ 0.00 Lender's Title Insurance BORROWER SELLER Tees also shown above in Title Services and Lenders Title insumnes Details Lender's Policy Premium 1,254.00 to First American Title Insurance Company Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge ALTA Endorsement Form 8.1 (Environmental Protection 50.00 Lien) ALTA Endorsement 100(Restrictions No Apparent 50.00 Existing Violation) ALTA Endorsement 300(Mortgage Survey Exception) 50.00 Total $ 1,404.00 $ 0.00 WARNING It b a crime to knowingly make Islas statements to the United Stelae on this or any similar to m. Penalties upon conviction can Include a fine and Imprisonment. For details see:Title IS U.S.Code Section 1001 and Section 1010. (201405477.PFD201406477.PFDt25) DPNI C January 16, 2014 Martson Law Office Dena S Brumbaugh 10 E Night St Carlisle, PA 17013 RE: Name: Ethel D Price SSN: 160-20-5974 DOD: 12-15-2013 Dear Ms. Brumbaugh: in response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account#5005161957 Established:01-29-2007 ETNEL D PRICE DOD balance: $3,081.48+0.01 accrued interest Interest paid 01-01-2013 thru 12-15-2013 $0.90 YTD See E #3 Savings Account Account#5005160663 Established:01-29-2007 ETNEL D PRICE DOD balance: $18,049.64 + 0.57 accrued interest C C � L�� -#4 Interest paid 01-01-2013 thru 12-15-2013 $28.99 YTD Please note that this office provides date of death balances for deposit accounts(IRAs,CDs,Checking and Savings). We do not process any financial transactions or provide statements. if you need assistance with any of these items, please call 1-888-PNC-BANK(1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC ` Page 1 of 2