HomeMy WebLinkAbout10-02-14 J 1505610105
REV-1500 EX�oz_��>�F�, �;�
enns lvania OFFICIAL USE ONLY
PA Department of Revenue Pfo'qrME Y
Bureau of Individual Taxes °`"`"`"°` County Code Year File Number
PO BOX 28o6oi INHERITANCE TAX RETURN
Harrisburg,PA 1�128-o6oi RESIDENT DECEDENT ��� �� Q���J
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
' ' 02/05/2014 ' 07/15/1924 '
DecedenYs Last Name Suffix DecedenYs First Name MI
Seese ' Sr. ' Stanley ', A '
_ __ __ __ _
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Su�x 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
Ct� 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required
death after 12-12-82)
� 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT– THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
_ __ __ __ _
',Mary A. Etter Dissinger ' ! (717) 957-3474
__ _ �, _
REGIb'�ER OF WILLS� ONLY,
�_ Q C:J ��
First Line of Address ` a "�`' ��� '_'
_ _ _ t.,� _.� r-y -�—� � ; ="
'400 South State Road "' ^ �" � r�
,_ , ,.3 �.
, :: i , N ._
Second Line of Address � i. ; , _ =�
. , : ,:> �._
'. ' , ...,� ..Y.1
� �
City or Post Office State ZIP Code DATE FILED .�..�
_ _ _ _ . ° i f"'
Marysville , PA , 17053 � c.� cn o
_ _ - '. � "�
CorrespondenYs e-mail address
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR F PERSON RESf�NSIBL�R FILI ETURN ' � �� /Q —DAT���
ADDRESS r ✓ / T—
2261 Fishing Creek Valley Road, Harrisburg, PA 171�2
SIGNAT E OF PREPAR O ER THAN REPRESENTATIVE DAT
' !!p L ,
ADDRESS �
400 South State Road, Marysville, PA 170 3
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610105 1505610105 �
J 1505610205
REV-1500 EX(FI)
DecedenYs Social Security Number
DecedenYs Name: St811I@y A. S@@Se, Sr. ';
RECAPITULATION
1. Real Estate(Schedule A). ....... ................... .................. 1. ' 127,950.00 '
2. Stocks and Bonds(Schedule B) ......... ............................ .. 2. ' 0.00 ,
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. ' 0.00 '
4. Mort a es and Notes Receivable Schedule D 4. ' 0.00 ',
9 9 � ). ... ... ................... .
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. ' 13,165.70
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. I 43,234.21
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.... .... 7. 0.00 ',
8. Total Gross Assets total Lines 1 throu h 7 8. 184,349.91 '
� 9 )..... ... .....................
9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. ', 30,068.01 '
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).............. . 10. ', 17,769.44 '
11. Total Deductions(total Lines 9 and 10)........................... ... ... 1L ', 47,837.45
12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. 136,512.46
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ... ............. ... ..... 13. 0.00
14. Net Value Sub'ect to Tax Line 12 minus Line 13 14. 136,512.46 '
1 � ) ........................
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 _ 0.00 ' _
(a)(1.2)X A_ 15. , 0.00 '
16. Amount of Line 14 taxable '
at lineal rete X.0 45 136,512.45 �g. 6,143.06
17. Amount of Line 14 taxable
at sibling rate X.12 �.0� �7. 0.00 '
18. Amount of Line 14 taxable
at collateral rate X.15 0.00 ' �g 0.00
19. TAX DUE .............. ....... ...... ...................... ... ..... 19. ', 6,143.06
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
� 1505610205 1505610205 �
REV-1500 EX(FI) Page 3 File Number
Decedent's Compiete Address:
DECEDENT'S NAME
Stanley A. Seese, Sr.
STREETADDRESS
2102 Logan Street
CITY ------ ------ -- �TATE __ I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 6,143.06
2. Credits/Payments
A.Prior Payments ____ _ 7,200.00
B.Discount 378.95
Total Credits(A+g) (z) 7,578.95
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 1,435.89
5. If Line 1 +Line 3 is greater than Line 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 decedent make a transfer and: Yes No
a. retain the use or income of the property transferred.......................................................................................... ❑ �
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?.............................................................................................................. ❑ �
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ �
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
containsa 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 disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the oniy beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decetlent,whether by blootl or atloption.
REV-1502 EX+(12-12}
� pennsylvania SCHEDULE A
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN REAL E STATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Stanley A. Seese, Sr. 2114-0226
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
wouid be exchanged between a willing buyer and a wiiling seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
OESCRIPTION
1• Real Estate located at 2102 Logan Street,Camp Hill,Cumberland County,PA 127,950.00
(Settlement Sheet attached)
TOTAL(Also enter on Line 1, Recapitulation,) $ 127,950.00
If more space is needed,use additional sheets of paper of the same size,
REV-1508 EX+(o8-iz)
� pennsylvania SCNEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Stanley A. Seese, Sr. 2114-0226
Include the proceeds of litigation and the date the proceeds were received by the estate,
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Santander Account#76576578892 500.10
2. 'Santander Account#1055540213 7,979.52
3. Miscellaneous Personal Property(Appraisal Attached) 1,295.00
, 4, Federal Income Tax Retum 3,386.00
5. PA American Water Refund 5.08
TOTAL(Also enter on Line 5, Recapitulation) $ 13,165.70
If more space is needed,use additional sheets of paper of the same size.
REV-i5o9 EX+(oi-1o)
� pennsylvania SCNEDULE F
DEPARTMENTOFREVENUE )pINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Stanley A.Seese,Sr. 2114-0226
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A� Donna Lindquist 2261 Fishing Creek Valley Road Daughter
'Harrisburg, PA 17112
B.
G
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERT'( %OF DATE OF DEATH
1TEM FOR lOINT MADE [NCLUDE NAME OF fINANCIAI INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT ]OINT IDENTIFYING NUMBER.ATrACH DEED FORlOINTLY HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 10125102 PNC Account#5140056295 8,962.36 50% 4,481.18
2. A. 03131183 PNC Account#5130081219 36,728.39 50°/a 18,364.20
3. A. 01110103 Members 1stAccount#225713-00 25,644.60 50% 12,822.30
4. A. 01110103 Members 1 st Account#225713-05 2,965.82 50% 1,482.91
5. A. 04105111 Members 1stAccount#225713-41 12,167.24 50% 6,083.62
TOTAL(Also enter on Line 6, Recapitulation) $ 43,234.21
If more space is needed,use additionai sheets of paper of the same size.
REV-1511 EX+ (08-13)
� pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley A. Seese, Sr. 2114-0226
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES;
1' Myers-Harner Funeral Home 9,558.00
2.' Gate of Heaven 865.00
3. Good Shepard Church Helping Hands 200.00
B, ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: 0.00
Name(s)of Personal Representative(s)____ __._________
5treet Address
City State ZIP
Year(s)Commission Paid:
9,217.50
2. Attomey fees: UiSSinger & Dissinger
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 0.00
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 378.50
5. Accountant Fees: 0.00
6. Tax Return Preparer Fees: 0.00
�� 'Register of Wills(Certified Copy of Will) 5.00
s. Register of Wills(Short Certificates) 15.00
s. Cumberland Law Journal 75.00
�o. Leon D.Gerlach,Appraiser 350.00
��. Ron Hess(Personal Property Appraisal) 125.00
�2. Santander(Fee for Date of Death Values) 20.00
TOTAL(Also enter on Line 9, Recapitulation) $ 30,068.01
If more space is needed,use additional sheets of paper of the same size.
13. PPL $ 30.13
14. UGI $ 122.40
15. UGI $ 100.28
16. PPL $ 27.91
17. PA American Water $ 94.48
18. Sentinel $ 116.20
19. Millville Mutual $ 177.00
20. PPL $ 21.79
21. UGI $ 57.55
22. PA American Water $ 95.66
23. PPL $ 18.20
24. UGI $ 21.80
25. M & M Auctioneering $ 370.50
26. Borough of Camp Hill $ 165.00
2�, ppL $ 19.33
28. UGI $ 11.60
29. UGI $ 23.07
30. PPL $ 41.12
31. Members 1 st (checks) $ 14.95
32. Millville Mutual Insurance $ 178.00
33. Sudden Death Termite & Pest $ 238.50
34. Costs of Settlement on Real Estate (Settlement Sheet attached) $7,299.28
35. UGI $ 6.42
36. PPL $ 7.84
p�v-isiz Ex+ ,rz-iz}
� pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCE TAX REfURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stanley A. Seese, Sr. 2114-0226
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• Borough of Camp Hill(Sewer) 168.00
2. UGI 125.05
3. Hospice 1.21
4. PPL 31.70
5. Millville Mutual ' 177.00
6. Dissinger&Dissinger(Fee for Attorney's Fees prior to death) 1,031.50
7. PA American Water 31.26
8. Penn Waste 41.55
9. Hospice 1,875.00
10. Hospice 11,625.00
11. Dianne Neiper,Tax Collector 731.19
12. Borough of Camp Hill(Sewer) 165.00
13. Diane Neiper,Tax Collector 1,765.98
TOTAL(Also enter on Line 10, Recapitulation) $ 17,769.44
If more space is needed,insert additional sheets of the same size,
REV-1513 EX+(01-10)
a,,
��A� pennsylvania SCHEDULE �
� DEPARTMENT OF REVENUE
WMERITANCE TAX RETURN B E N E FI CIARI ES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Stanley A. Seese, Sr. 2114-0226
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRE55 OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec,9116(a)(1.2).]
1• Stanley A.Seese,Jr.;3744 Brisban St.,Harrisburg,PA 17111 Son 35%
2. Donna Seese Lindquist;2261 Fishing Creek Valley Rd.,Harrisburg,PA Daughter 35%
17112
3. Amy Delage;3129 South Cliston,Wichita,KS 67210 Granddaughter 15%
4. Wendy Putt;315 Miller Dr.,Strasburg,VA 22657 ' Granddaughter 15%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
L
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, $
If more space is needed,use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
OF
STANLEY A. SEESE, SR.
I, Stanley A. Seese, Sr. , of 2102 Logan Street, Camp Hill,
Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils
heretofore made by me.
ITEM I . I direct that all my debts and funeral expenses,
including my cemetery lot and grave marker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my death as part of the expense of the
administration of my estate.
ITEM II . I devise and bequeath all of my estate of every
nature and wherever situate as follows :
A. Thirty-five percent (35%) to Stanley A. Seese, Jr. ;
B. Thirty-five percent (35%) to Donna Seese Lindquist, and
C. The remainder equally per stirpes to my grandchildren
who survive me, provided the share for Amy Delage shall be
held IN TRUST for her benefit by Stanley A. Seese, Jr. ,
on the following terms and conditions : The Trustee shall
distribute quarterly to Amy the sum of seven hundred fifty
($750 . 00) dollars . Additionally, the Trustee shall have
�, the absolute discretion to pay funds for medical purposes
4
rj�} �°: for Amy Delage . The trustee in his absolute discretion may
u-� -:.:�:� °� �CU
�? -=�. �: _-c-av make payments in amounts and in such frequency for medical
;1.... - .� :-���.��
"��'�.� -=�.'�? purposes for Amy Delage as he may determine from tim� to
_.� N _,:��
+<�y � �� �~ � i'c��„� time from the trust . In his absolute discretion, he may
;.L`�.:,w .� " �`�
�' >';-:' ;�:. �� choose to make no payments for medical ur oses for Am
��;�.: .x P P Y
�� �==- Delage. The trust shall terminate upon Amy' s death if
�-.
funds have not been exhausted or consumed by then, and
should there be any funds left in trust at Amy' s death,
they shall be paid to Wendy Putt at Amy' s death. In the
event of the inability of Stanley A. Seese, Jr. to serve
as Trustee, Wendy Putt shall serve at Trustee.
ITEM III . I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my Will or
otherwise, shall be paid out of the principal of my residual estate .
ITEM IV. I appoint Donna Seese Lindquist, Executrix of this my
Last Will and Testament . In the event of her renunciation, death,
resignation or inability to act for any reason whatsoever, I appoint
David Lindquist, Executor of this my Last Will and Testament . I
relieve my Executrix and Executor from the necessity of posting
security in connection with her or his duties as such in any
jurisdiction in which she or he may be called upon to act .
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last
Will and Testament, which consists of 3 pages, to each of which
I have affixed my signature this �� day of �wnvet� , two
thousand and fourteen (2014 ) .
.���� <�--���,
� Stanley A. Seese, Sr. , Testator
_- . (N,
ne�s
Witnes
Subscribed and sworn to and acknowledged
before me by Stanley A. Seese, Sr. , Testator
and subscribed nd sworr��to a�d acknowledged
before me �y ��✓�UiaP K� e �, , and
� � , witnesses this
�L da y o . A,✓���c.,�,�,� , 2 014 .
Notary Public CommonwealthofPenns Ivania
NOTARIAL SEAL
PAMELA ppICE,NOTARY PUBLIC
City of Harrisburg,Dauphin County
My Commisslon Expires May 25,2014
COMMONWEALTH OF PENNSYLVANIA .
. ss . .
COUNTY OF �aV�aV1+�,n ,
A�, D,,,,
We, Stanley A. Seese, Sr. , and �w���- I"���� , and
����1��+-S ��PS'f-�- , th� testdtor and the �vitnesses
respectively, whose names ar� signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testator signed and executed the
instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the testator, signed the Will as witness and that to
the best of their knowledge the testator was at that ti.me eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
'_,-
�' �,Q.� ` �"�
Stanley . Seese, Sr. , Tes'�ator
�%-� � ..
Witness
.
Wi ne
Subscribed and sworn to and acknowledged
before me by Stanley A. Seese, Sr. , Testator
and subscribed and s�o,�n t��nd acknowledged
b f o r e me b y �o��`C.t���K,t9j , a nd
�, �.� , witnesses this
d a y o t U✓unc.,A,�.� , 2 014 .
��J ,i:,,�r,imanwealth of Pennsylvanls
NOTI�RIAL SEAL
' �'r��UIEIA PRiCE,NOTARY PUBLIC
C:!t;t nf Harrisburg,Dauphin County
� .�,�v!:cs. *�!�sion Expires Ma 25,2014
�/��� OMB Approval No.2502-0265
� �r����-��< A. Settiement Statement HUD-1
�I�i�� ( )
,
1.Q FHA 2,Q RHS 3.�X Conv.Unins. 6 F�le Number: 7.Loan Number: 8.Mortgage Insurance Case Number:
CH140N46 000088374
4.�VA 5.Q Conv.Ins.
C.Note:This torm is fumishetl to giva you e statament of aclual seltlement costs.Amounts paid to and by the settlement egents are shown.Ilems marked
"(p.o.e)"were peid outsfde the Gosing;thay are ahown here tor informetionel purposae and ere not Inciuded in the tolals.
D.Name 8 Address of Borrower: E.Name&Address of Seller: F.Name&Address of Lender:
M.GAII.GEYER ESTATE OF STANLEY A.SEESE ALSO KNOWN HOMESALE MORTGAGE,LLC
113 W.Cherty St.,Palmyra,PA 17078 AS STANLEY A.SEESE,SR. 215 South Centerville Road,Lancaster,PA
2102 Logan SVeet,Camp Hill,PA 17011 17603
G.Property Location: H.Setllement Agent: i.Settlement Date:09/12/2014
2102 LOGAN STREET,BOROUGH OF CAMP Homesale Settlement Services Disbursement Date:09/12/2014
HILL 4000 Crums Mill Road,Suite 101,Harrisburg,PA 17112
CAMP H�IL,PA 17011
Camp Hill Borough 717•671•9876
Place of Settlement: TitleExpress
BHHS HomeSale Services,4000 Crums Mill Road, Printed 09/10/2014 at 11:58 am
Hamsbur,PA 17112 by SH
:• �
100. GronsAmounCDuehomBortower 400. OroaaAmountDuetoSeller
101. ConVact sales price 127,950.00 401. Contract sales price 127,950.00
102. Personal pro e 402. Personal ro e
103. Settlement charges to barower(line 1400) 5,711.55 403.
104. 404.
105. 405.
Ad ustmenta for iteme aid b aeller in advanee Ad usfinenta for itema paid b seller in advance
106. Cityltown taxes ro 406. City/town texes lo
107. Countyta�ces 09/17J2014to12/31/2014 222.36 407. Countytaxes 0 9/1 212 0 1 4to12/31/2014 222.36
108. School taxes 09/12I2014 to 06130I2015 1,412.78 408. School taxes 09/t212014 to 06/30/2015 1,412.78
109. Sewer 09/12/2014 to 09/30/2014 34.08 409. Sewer 09112/2014 ta 0913012014 34.08
110. 410.
111. 411.
112. 412.
�2�• Grosa Amount Due from Bortower 135,330.77 420. Grose Amount Due W Seller 129,619.22
2Q0. Amounb Raid b oNn BeNaN of Bor[ower 500. Beductlona in Amount Gue,to Seller
201. Deposit or earnest money 2,000.00 501. Ezcess deposit(see instrucGons)
202. Principal amount of new loan(s) 102,360.00 502. Setllement charges to seller(line 1400) 8,968.50
203. ExisGn loan s taken sub'ect to 503. Existin loan s taken sub'ect lo
2�� 504. Pa off of f rst moR a e loan
205. 505. Pa off of second mort a e loan
206. 506.
207. 507.
208. 508.
209 509.
Ad'ustmanta for items un aid b seller Ad'us6nenta far Items un aid b seller
210. City/lown taxes to 510. Cityltown taxes �o
211. County taxes to 511. Caunty taxes to
212. Schoo�laxes to 512. School taxes �p
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220• Total Paid b Itor Bartower 104,360.00 520. Total Reduction Amount Due Seller 8,968.50
3Q0'. Gash afSetGemencfromlW Bortower 800. Gaah at Setllement tolfrom:Seller
301. Gross amount due fram borrower(line 120) 135,330.77 601. Gross amount due to seller pine 420) �yg,g�g,pp
302. Less artwunis paid by/for bortower(line 220) 104,360.00 802. �esa reductlons in amount due seller(line 520) 8,968.50
303. Cash QX Fram � To Bortower 30,970.77 603. Caah X❑ To � From Seller 120,650.72
n.m,a`,ti«°:iw �w .w � �o�,a��..�. . m »n«,e+wn.woo .q.,...»vq.. ,.ro�n .. . m�v �o o,m,�.. �a�.,.�o,�y�. ow .
YEkm�MpIXesf. ��ecunNNv�IbOlaBOOnlidnlrtter.NpcoNqeMUNyl�wunO.IMS6�cb�v�hrronNlary.T�iekMapneElapa+IWlMp�inro�RE3PAcoveroUlraroeqionvnAlnlamNiondttinpl�a
Previous editions are obsolete Page 1 of 4 HUD-1
700. Toqt ReaVEatate&oker Feos 3�,677.00 Paid From Paid'Fcom
�ivisionofcommission ine700 as[dinws: Borrower's Seller's
701. $3,838.50 �a Livingston&MaGilton
��2 $3,838.50 to 8erkshireHathawayHaneServices Funds.ak: Funds at
SettlemenC 5ettlement
703. Commission paid af settlement 7,677.00
704. Broker Fee to Berkshire Hathaway HomeSeMCes
225.00
800. kems Pa�61eln Connectlomwtthlcen
801. Our originaUOn charge (Includes Originalion Point 0.000°h or$0.00) $795.00 (tran GFE#1)
802. Your credit or charge(points)for the spedfic interest rata chosen $ (from GFE#2)
803. Your adjusted origination charges (6om GFE A) 195.00
804. Appraisal fee lo HSM @o Ca itol Pro e raisers (hom GFE#3) 400.00
805. Credit repoR to HSM Ibo E uifax (fran GFE#3) 16.10
806. Tax service to han GFE#3
807. Flood certification to HSM @o CLFS (fran GFE�3) 12.50
808. to
900. Itema R uired 6 Lenderto 6e P�Idin Advance
901. Daily interest charges from Bom 09I12I2014 to 1 0/0112 01 4(�a12.0800/day (hom GFE#10) 229.52
902. Mortga e insurance remium months to Bom GFE tf3
903. Homeowners insurance for 1 ears to Allstale Insurance (6an GFE#11) 393.53
9� months to from GFE#11
100 t Rea rva30 itad end r
1001. IniUal deposit for your escrow acwunt (Ban GfE#9) 735.40
f002. Haneownersinsurance 4months $ 32.79/month $131.16
1003. MoR a e insurance months $ /month
1004. Pro e taxes months $ Irtanth
1005. County taxes 9 months $ 62.18Imonlh 3559.62
1006. School Taxes 4 monlhs $ 150.17/month 5600.68
1007. Aggregate Adjustment $•556.06
11D0. TiUe:Ghar ea
1101. Title services and lender's dtle insurance Ban GFE t14 1,308.00
1102. Set�ement a ciosing tee ro $
1103. Ownefs 6tle insurance-Oid Republic Title Insurance Company Bom GFE#5 125.00
1104. Lendefs title insurance-Old Republic Title Insurance Company $1,190.00
1105. Lenders title poiicy limit$102,360.00 Lender's Policy
1106. Owners 6ile pdicy limit$127,95D.00 Owner's Policy
1107. AgenYs portion of lhe total 6Ue insurance premium $1,059.10
to Homesale Settlement Services
1108. Undenvriters portion of the total title insurance premium $255.90
to Old Re ublicTitle Insurance Com an
1109.
1200. Government-Recor�n andlTranaferChar ea
1201. Government recording charges $ (6om GFE#7) �gp,pp
�2o2• Deed$79.00 MoA age$113.00 Release$
12�3. Transfer tazes $ (hom GFE#8) 1,279.50
1204. CirylCounty tax/stamps Deed 51,279.50 MoR a e$
1205. State Ta�stamps Deed$1,279.50 MoAga e$ 1,279.50
1208 Deed$ MoA age$
1300. Additlonal5e�lementGBar ea . -
130t, Required services that you can shop for (hom GFE q6)
1302. �
1303. 2014 School Ta�ces to Diane Neiper,Taz Collector $1,765.98 P.O.C.S')
1304. Nolary Fee to Nota PuWic �Z�
1305. �
��� � ' � ' S,711.55 8,968.50
'Paid outside of closing by(8)orrower,(S)eller,(L)endar,(IJnvestor,Bro(K)er."Credil by lender shown on page 1."•Credit by seller shown on page 1.
Previous editions are obsolete Paqe 2 of 4 HUD-1
Com a�isonof-600dFaithfadip.�Re GF.E andHUD•1@har ee GoodiFalthHStlmata NUD�1
Cha ea:ihaiCUnnot•,Increaao HUD-9=1�naNu bet
Ouraiginadoncdar4Q g 801 ` 795.00 795.00
Yourcr�iFOt�cherge{ptlintsytorxthespeaficfntecest>r�echoaert_ #8Q4 0.00 0.00
YouradustedaiginaHOncnarqes �803 795.00 795.00
Transtevtazes #.1203 1,279.50 1,279.50
Cha aaThat:inToLlCannot=lncreaaeMOreThan1095 QoodFalth,Estlmate� s HUp•1
Gavemment recoM(ngcharges #1201 250.00 192.00
prais8ltea �804 ' 400.00 400.00
Creditt6purt 805 60.00 16.10
FiOnd certifieayon #8Q7 12.50 12.50
Title serviges and.lendec=3 h"tle insurance N61- 1,594.00 1,308.00
Owners btle i�surance-Oltl Republic Title Insu€anee Com an 1103 250.00 125.00
2,566.50 2,053.60
� $-512.90 or •19.9844%
Char ea That C�n Chm e GoodsBalth Eetlmate NUDi
InitialdeposfLfor ucesemwaccauM g1001 ' 2,297.58 735.40
DaifYinterestcAargesUom �901 5120�OOlda' 193.28 229.52
Haneownar's insurance #903 600.00 393.53
#
Loan Terms
Yourinitlal loan amoun[:is $102,360.00
Youdoaniermis ` 30.years
Your initiaP lntarest rate fs 4.25000�
Yourinitlalmonthlyarnountowedtorpdncipai,:interest,andanymorigage E503.551ncludes
insurance is
QX Pnncipal
❑X Interest
❑Mortgapelnsurance
Can yourinferest rzte rise? ❑X No. �Yes,it can rise to a manimum of %.The first change
will be on I I and can change apain every yeazs after l I .Every
"change date,your interest rate can increase or decrease by °k.Over the life of
' the loan,your interest rate is guaranteed to never be lowerthan %or higher
lhan °h.
Even if you make payment&.on tlme,caayourt0an balance rise? ❑X No. �Yes,it can rise to a ma�cimum o($ ,
Even if you make payments.on dme;can;your mont�ly amount awed:(or QX No. �Yes,the firsl increase can be on / I and the monthly
priocipai,+i�terest,and;modgage(esurancerise? amountowedcanriseto$ .
The maximum it can ever dse lo is S .
Does yourloan have a prepayment penalty� �X No. �Yes,your maximum prepayment penalty is S .
Does-ynurloan.have a ball000 payment? , �X No. �Yes,you have a balloon payment of$ due in
years on I I ,
Total monthty amountowad including eserow acxo�ntyayments ; Q You do not have a monthly escrow payment for items,such as property taues
' and homeownw's Insurance.You must pay these items directly yourself.
�.� �. �.� � _� � � �. XQ You have an additional monthly escrow payment of 5245.14
' that results in a total initial monlhly amount owed o(5748.69.This includes pnncipal,interest,any
moRgage insurance and any items checked below:
, QX PropeAy taxes QX Homeowners insurance
_ ; �Flood insurance �
� ❑
Note;I(you have any questions about the Settlement Charges and loan Terms listed on this form,please contact your lender.
Prevtous editions are obsolete Page 3 of 4
HUD-1
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviawed fhe HUD-1 Settlement Statement and to the best o/my knowledge and beliel,it is a true and aceurate atatement of all receipts and
disbursemanta mede on my accounl or by me in this transaelion.I further eertify that I have reeaived a eopy of the HUD•1 Satllement Statamant.
M.GAIL GEYER
ESTATE OF STANLEY A.SEESE ALSO KNOWN AS STANLEY A SEESE,SR.
The HUD-1 Settlement Stalement which I have prepered is e true end accurete eacount of this traneaction.I have caused or will eausa the funds to ba
disbursed in accordance with this etatement.
SETTLEMEM AGENT DATE
WARNING:IT IS A CRIME TO KNOWINGLY MAKE FA�SE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETA�LS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010.
Prevfous editions are obsolete Paqe 4 of 4
HUD•1
. .. . .
Name of Borrower: Name o/Seller.
file Number:
M.GAIL GEYER ESTATE OF STANLEY A.SEESE ALSO KNOWN AS CH1401146
STANLEY A.SEESE,SR.
Prepared 09/10/2014 at 11:58 am
Note:This page dispiays an itemizatlon ot the adJuatatl originatlon chargea ahown In sectlon 800 of the HUD-1 Settlement Statement.
Thia page accompanies but Is not a part of the HUD-1 Settlement Statement.IT a discrepancy exlata,the Informatlon on the HUD•1
Settlement Statement applles.
Your Loan Originatlon Chargea Borrawer Seller
801. Our origination charge (Includes Origination Point 0.000%or$0.00)
Origination Fee to HOMESALE MORTGAGE,LLC $ 795.00
802. Vour credit or charge(points)for the specific interest rete chosen
�� s o.00
803. Your adjusted wigination chazges 795.00 0.00
i
Name of Bortower: Name o(Seller.
Fite Number:
M.GAIL GEYER ESTATE OF STANLEY A.SEESE ALSO KNOWN AS CH1401146
STANLEY A.SEESE,SR.
Prepared 09/10I2014 at 11:58 am
Note:This pape diaptaya an itemlzatlon of the ehargea shown an Iine 1101 of the HUD•1 Settlement Statement.Thia page
accompanles but Is not a part of the HUD-1 Settlement Statement.If a discrepancy exlats,the Informatian on the HUD-1 Setllement
Statement applles.
3100,Title6harges TotaPCharpe Bortower Seller
��p�, Title services and lender's 6tle insurance �p
Notary Fee to Notary Public S 35.00
35.00
Internet Doc Prep to Homesale Set�ement Services $ 50.00 50.00
Express Handling to Homesa�e Settlement Services S 16.00
18.00
Wire Fee ta Homesale SelUement Services S 15.00 15.00
1102. Settlement a closing fee ip $ 0.00
1104. Lendets tltle insurance•Old Republic Title Insur�o Old Re ublic Title Inswance Com $ 1,190.00 1,190.00
Totals: S 1,308.00 0.00 1,308.00 0.00
SeII�lLenderereditsahownort a e1 POC=PaidOubideClosin :CR=LendecCradit
Previous editions are obsolete Page 1 of 1
HUD-1
S�
�
MEMBERS 1St
FBDERAL CREDIT iJNION
REGUI_AR SAVINGS ACCOUNT:
Accourit Number/Suffix 225713-00
Date Account Established 01/10/2003
Principal Balance at Date of Death $25,644.32
Accrued Interest to Date of Death $0.28
Total Principai and Accrued Interest $25,644.60
Name of Joint Owner ponna Lindquist
Date Joint Ownership Established 01/10/2003
MONE'Y MANAGEMENT ACCOUNT•
Account Number/Suffix 225713-05
Date Arcount Established 01/10/2003
Princip;�i Balance at Date of Death $2,965.79
Accrued Interest to Date of Death $0.03
Totai Principal and Accrued Interest $2,965.82
Name of Joint Owner ponna Lindquist
Date Jc>int Ownership Established 01/10/2003
CERTIl=1CATE OF DEPOSIT:
Account Number/Suffix 225713-41
Date Ac;count Established 04/05/2011
Princip��i Balance at Date of Death $12,167.24
Accrued Interest to Date of Death $0.40
Total Principal and Accrued Interest $12,167.64
Name uf Joint Owner ponna Lindquist
Date Joint Ownership Established 04/05/2011
MEMBERS 1ST FEDERAL CREDIT UNION
-�j kei nderson � "-`----_.
lending Insurance Support Specialist
April 10, 2014
Estate c�f: Stanley A. Seese Sr.
Date of Death: 02/05/2014
Social :�ecurity Number: 191-18-4857
5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org
�Y�� iV7U f, I
'�,I,,�.��,�
. .':�:��Ci 7��.{���.
Apri123, 2014
M�ary A Etter Dissinger Esq,
Dissinger & Dissinger
28 N'32nd St .
Camp Hil1, PA 17011 �
�%� Stanley A Seese Sr. �
SSN: 191-18-4857
DOD: 02-OS-2014
De,ar Ms. Dissinger:
In a�esponse to your requesf for Date of Death(DOD)balances for the c�ustomer noted abo�ve, our
records show the following:
Ch.�ecki�,g AFCour�t
Acr,ount# 5140056295
STANL�Y'A SEESE S12 �stablished: 10-25-2002
nOD balance: $ 8,962,2g + 0.08 accnred i�nte est�����TST'
Tnterest paid Ol-Ol-2014 thru 02-OS-20]4$ 0.15 YTJ3
Savings Account
Account # 5]3 0081219
STANT���'A S�ESE SR Established; 03-31-1983
DQI)balance: $36,726.95 + 1.44 accxu d�i�te St �DQUIST
Intez�est pa�d Ol-01-2014 thru 02-OS-2014 $ 1.63 YTD
T'lease note fhat this office provides date of death balances�'ox de
Savir�gs). 'l�Ve do uot process any t�bancial transactions or pro�v�ide sta eme ts.�,(�'�����assistan e�wit�
any of theso items,pleaso call �-ggg.�NC.a,����,88g_762_2265)or stop by your local pNC Bank Uranch
office:.
Sirice,rely,
National Financial Sercrices Centex
PNC Bank,N,A. �
Member FDYC .
Page 1 of 2
���� iv7u f, [
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that isprivileged, confide�atial and exemptfrom drsclosure under applrcable law.
lf the reader of lhis message zs t,ot the rrrtended recfpient or the emproyee or agent responsible for
delivering thts message to the intended recipienr,you are hereby not�ea'that any rlissemination,
di,stribution or copyfng of this communrcation,�is srrictly prohibzted I
communaculion in error,please noc�me immediatel b re l or by t lephonevat 800 762f 1775 and
immediately destroy this faxed document. y Y p y
Page 2 of 2
R' F' H� 185 Idle Road
,Appraisals: Specializing Marysville, PA 17053
in antique toois & coins Ph 717-957-4079
April 16, 2014
t�E: Personal Property Appraisai for Stanley A. Seese, Sr. Est, DOD Feb 5, 2014
Description Appraised Value
lJpholstered furniture incl sofa � 25
Pair of chairs in living rm 25
Recliner in bedrm 25
E:nd stands (2) & coffee table in living rm 25
�'_enith TV w/entertainment center 25
MGA portable N on stand 5
Duncan Phyfe style mahogany round top stand w/brass feet 20
:�mall slant front secretary desk (repro) 75
A/lisc lamps throughout house 25
Misc frames & prints throughout house 50
C�lass stemware, figurines, misc china & knick knacks throughout 50
Misc jewelry, incl watches, music boxes, etc throughout 25
C)ining table & 6 chairs 50
VVall clock (modern) 10
�m kitchen appliances, pots & pans, utensils, tableware,
supplies, etc 25
C�E side by side refrig/freezer 100
Frigidaire refrigerator 20
Sharp microwave 25
Metal cabinets/wardrobes throughout house 50
Maytag auto washer& dryer 150
Antiq glassware, incl crock bowl (damaged), green depression
Glass, Majolica plates, sm fluted top vases,etc 50
Cookie jars (modern) 10
Two drawer wooden file cabinet 10
Metal shelving in basement 10
F��rmica top dinette table & chairs 10
Misc lawn/lounge chairs 10
Singer electric sewing machine 10
Sinall clothes hamper& modern quilts 20
Single bed in spare bedroom 10
D��uble bed, dresser& mirror in spare bedrm
Drexel four pc bedroom suite 25
Srnall marble top Empire style stand 75
Ar�tique reed market basket 50
O<�k dresser base 15
Frigidaire & GE dehumidifiers 10
GE= VCR, shoe shine kit, kitchen stool & sm braided rug 15
Pr�ilco console radio & unusual record cabinet w/records
Small chord organ (Italy) w/bench 30
10
Descr�on
Toro push mower Aapraised Value
Toro 3 hp snow blower 25
25
Craftsman hedge trimmer
B & D weed wacker& Toro leaf blower 15
Scott spreader 20
Wooden step ladder& misc hand & garden tools 5
Wheelbarrow, hose reel & metal glider 20
�-�and truck, digging iron & gas cans 15
15
Total Appraised Value 1295
�
Appraiser: � � �.�,_.�
Ronald F. Hess
��uctioneer:
Dave a ��,g,,.�
,
• !'age 2
a � ��" .
Court Order Processing\Decedents- MA1-MB3-02-10 - P. O. Box 841005 - Boston,MA 02284
April 30, 2014
Mary A. Etter Dissinger
Dissinger and Dissinger
28 North Thirty-Second Street
Camp Hiil, PA 17011
RE: Estate of Stanley A. Seese, Sr.
Date of Death: 02/05/2014
Dear Mary A. Etter Dissinger:
PE�r your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
VE�ry truly yours,
,
; �
� r' ��
Nico�e
S�►ecialist
617-514-5189
Santander
ESTA'I'E OF Stanley A. Seese, Sr.
SUCIAL SECURITY #: 191-18-4857
DATE �OF DEATH: February 5, 2014
Account#: 7676578892 Type: Savin s
In the name of: Stanle A Seese Sr g �pen date: 3/5/2013
Date of Death Balance $500.10
Int.(YTD) from 1/1/2014 to 2/5/2014
Accrued interest to date of death: $0.02
$0.00
Other Info:
Accoun�#: 1055540213 Type: CD
In the name of: Stanle A Seese Sr �pen date: 2/23/2006
Dat�e of Death Balance $7,979.24
Int.(YTD) from 1/1/2014 to 1/23/2014
Accrued interest to date of death: $0.68
$0.28
Oth�.r Info:
Account#: 0358007052 Type: IRA Passbook CD
In the n�ime of: Stanley A Seese Sr 4pen date: 3/19/1985
Dat�e of Death Balance: Account closed prior to death
Int.(YTD) from to
Accirued interest to date of death:
Oth�r info: Account closed on 12/30/2013.
Account#: 1054022510 Type: Savin s
In the name of: Stanle A Seese Sr Open date: 1/9/2003
Date of Death Balance Account closed rior to death
Int.(YTD) from to
r��cr�ued inter�5t to date of death:
Other info: Account closed on 02/20/2013.
Account#: 1271148617 Type: Checkin
In the na�me of: Stanle A Seese Sr g �pen date: 3/30/2010
Date of Death Balance: Account closed prior to death
Int.(`YTD from to
Accrued interest to date of death: � .
Other Info: Account closed on 09/15/2010.
Page 1 of 1