HomeMy WebLinkAbout12-10-14 � 15�5611185
REV" I JQO EX(02-it}(FI)
PA Dapariment ot Revenue OFFICIAL USE OTfLY
Bureau of Individuaf Taxes County Code Year �i{e Numbar
PO BOX 280601 INHERITANCE TAX RETURN 2�, y� p p 6 Q 3
Harrisburg,PA 17128-66D1 RESIDENT DECEDENT
ENTER DECEDEPIT WFORMATION BELOW
Sociai Securiiy Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
�33Q�QZ3 Qb7,8I,947
DecedenPs Last Name Suffix DecedenYs Firsf Name M I
BROWNNTNG WANDA L
(If Appticable) Enter Surviving 5pouse's Infarmation Below
Sp�use's Last Name Suffix Spouse's First Name M I
Spouse's Social Security Number 7HIS RETURN MUST BE FILED IN DUPLfCATE W1TH THE
- - REGISTER OF WILLS
FIIL IN APPROPRIATE BOXES BELOW
� 1.Original Return � 2, 5upplemental Return � 3. Remalnder Return(Date of Death
Prior l0 12-13-82}
❑ 4. Limlted Estate ❑ 4a. Future Interest Gompromise(date of ❑ 5. Federal Estate 7ax Return Required
death atter 12-12-82)
� 6. Decedent Died Testate � 7. Decedent Malntained a Living Trust � 8. ToSal Number of Safe Deposit Boxes
(Attach Copy�f Will) (Attach Copy of Trusi.)
❑ 9, LitigatYon Proceeds Received ❑ 10, Spousai Poverty Credif(Date of Death ❑ 11. Election fo Tax under Sec.9113{A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
COF2RESPQNDENT- THIS SECTION MUST BH CO�I+IPLETED.ALL CORRESPONDENCE AN�CONFItiENTIAI.TAX 1NFORMATION SHOl1LD BE�CTED TO:
Name Daytime TelephoRBrNumber � � �
C �
STANLEY A . S�iTIH, �SQUIRE �17-233-�7�Z ,..�,�, �? �
REGI5FER,�QF SE�Y �
r..,. � � � �i t�"1
�»" .'�7 C.:.7
�. CI'� .�.
�..., <:�, C�
First Llne of Address t,.1 � � `-p , —ry
::-� c:a -,i . � M �
RHQADS & SINON LLP <:::� �== '' c�
_ ;.� rv �
Second Line of Address ..� `�`+ Q
P � 0 . BOX �,146 � � �'
Clty or Post Office State ZIP Code DATE FILED
H.ARRISBLIRG PA 171Q8
corresPondent's e-mat�address: S S�1 I T H o�R I-I 0 A D S-S I N 0 N • C 0 M
Under panaltles of perjury,I declare that I have examfned this ralurn,fncfuding accompanyfng schedules and staiements,and to the hest of my krtowledge and belief,
if fs true,correct and complete. DeclaraUon of preparer other then the persanal representative is based on ail information of which preparer has any knowledge.
SIGNAIUR F PERS���RESPON BL�LING RETU��2 C[t,��G ���y/�y
�
ADDRESS
C/0 RH4ADS & SINON LLP, P0� 1146 HAR�.IS�BURG, PA Z7],08
StGNATUR�OF PREPARER OTHER TNAN REPS DATE
STANLEY A • SMITH, ES -�y
ADDRESS
PO BOX 17�46 HARRZSBURG, pA 177,08-],Z46
PLEASE USE ORIGIhfAL FORM ONLY
Side 1
� 15�5617,L85 pM48473.000 7�50561titiB5 � �
��
� 1505611185
REV-1500 EX(02-11)(FI)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po aox zsoso� INHERITANCE TAX RETURN 21 1,3 0 0 6 0 3
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Sociai Security Number Date of Death MMDDYYYY Dat@ Of Blfth MMDDYYYY
03302013 06181,947
DecedenYs Last Name Suffix DecedenYs First Name MI
BROWNNING WANDA L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M i
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
' - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
� 1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death
Prior to 12-13-82)
❑ 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 ❑ 10. Spousal Poverty Credit(Date of Death ❑ 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 TO:
Name Daytime Telephone Number
STANLEY A • SMTIH, ESQUIRE 717-233-5731
REGISTER OF WILLS USE ONLY
First Line of Address
RHOADS & SINON LLP
Second Line of Address
P • 0 • BOX 1146
City or Post Office State ZIP Code DATE FILED
HARRISBURG PA 17108
�orrespondenrs e-mai�address: S S M I T H a�R H 0 A D S—S I N 0 N • C 0 I`1
Under penalties of perjury, I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
C/0 RHOADS & SINON LLP, P 1146 HAR -SBURG, PA 17108
SIGNATURE OF PREPARER OTHER THAN REP DATE
STANLEY A • SMITH, ES —�y
ADDRESS
PO BOX 1146 HARRISBURG, PA 17108-1146
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505611185 OM46473000 1505611185 J
� 1505611285
REV-1500 EX(FI)
DecedenYs Social Security Number
338-38-6150
�ecedent'sName: BROWNNING WANDA L
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 12 2, 5 0 0 • 0 0
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2 � • �0
3. Closely Heid Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , 3. � • ��
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . q � • ��
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. ],,812 • 2 9
6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g. � - ��
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . 7. 0 • ��
8. Total Gross Assets(total Lines 1 through 7) , , , , , , , , , , , , , , , , , , 8 ],2 4 ,312 • 2 9
9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . g, ],6,312 • �1
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , , , , , , �p 0 • 0�
1 1. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , ��, ],6,312 • O L
12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , �2. 1 O 8���� • 2 8
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , �3. � • ��
14. Net Value Subject to Tax(Line 12 minus Line 13) , , , , , , , , , , , , , , , 14. ],�8 i��� • 2 8
TAX CALCULATION -SEE INSTRUCTIONS FOR APP�ICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers unSier Sec.9116
(a)(1.2)X.O�� � • �� 15. � • ��
16. Amount of Line 14 t xable
at Iineai rate X.0 4� 0 • 0 0 16. 0 - 0 0
17. Amount of Line 14 taxable
atsiblingrateX.12 p . 00 �� 0 • 0D
18. Amount of Line 14 taxable
at collateral rate X.15 10 8�0 0� • 2 8 �s. 16�2�0 • 0 4
19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. IiE�,200 • 04
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X❑
Side 2
� 1505611285 ],505611285 �
OM4648 3.000
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 21 7,3 �0 6 0 3
DECEDENTS NAME
BROWNNING WANDA L
STREET ADDRESS
CITY STATE ZIP
LEMOYNE PA 17D43-
Tax Payments and Credits:
1. Tax Due(Page 2,�ine 19) (1) 16�200 • 0 4
2. Credits/Payments
A. Prior Payments 21,517 • 9 5
B. Discount 0 • 0�
Total Credits(A+g) �2� 21,517 • 9 5
3. Interest
(3) � • ��
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) 5�317 • 91
5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 • ��
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 . . . . . . . . . . X
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
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for th� use of the surviving spouse is 0 percent
[72 P.S.�9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The 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 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 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 decedent,whether by blood or adoption.
OM4671 2.000
RE�_,5o2EX.�,2_,2> SCHEDULE A
pennsylvania
DEPARTMENTOF REVENUE
INfiERITANCL'TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Wanda L. Brownning 21 13 00603
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defned a;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 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 DESCRIPTION OF DEATH
1. Real property, 525 South 3rd Street, Lemoyne, Cumberland
County, PA, more fully described in Deed dated
05/21/1991 and recorded in Cumberland County Deed Book
D35, page 85. Value based on sales price. See attached
HUD-1. 122,500.00
TOTAL (Also enter on Line 1,Recapitulation.) $ 122,500.00
zwasss z.000 If more space is needed, use additional sheets of paper of the same size.
REV-1508 EX+(OB-12)
pennsylvania SCHEDULE E
DEPARTMENTOF REVENUE CASH, BANK DEPOSITS & MISC.
RESIDENTDECE ENTTURN PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Wanda L. Brownning 21 13 00603
Include the proceeds of litigation and the date the proceeds were received by the estate.
All pro ert 'ointl owned with ri ht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Penn Waste - refund of sewer escrow. 150.00
2 Ryan A. Hoffman - Refund of real estate taxes at
settlement. 155.49
Refund of county real estate taxes.
3 Quantum Imaging & Therapeutic Associates, Inc. - Refund. 251.16
4 Holy Spirit Hospital - Refund. 52.45
5 Ryan A. Hoffman - Refund of real estate taxes at
settlement. 1,203.19
Refund of school district real estate taxes.
TOTAL(Also enter on line 5,Recapitulation) $ 1,812.2 9
zwasao z.000 If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+„o-o9> SCHEDULE H
� pennsylvania
DEPARTMENTOF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wanda L. Brownning 21 13 00603
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
� None
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attorney Fees: 4,750.00
3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 50.00
5. AccountantFees:
6. Tax Return Preparer Fees:
7.
1 UGI Gas Service, service to residence 90.93
2 Penn Waste, service to residence 87.00
Total from continuation schedules . . . . . . . . . 11,334.08
TOTAL(Also enter on Line 9,Recapitulation) $ 16 312.O1
swasnc z o0o If more space is needed, use additional sheets of paper of the same size.
Estate of: Wanda L. Brownning 21 13 00603
Schedule H Part 7 (Page 2)
3 Lemoyne Borough Sewer, service to residence 150.00
4 PP&L Electric, service to residence 217.72
5 Faith A. Nicola, Tax Collector
2013 County and Borough Real Estate Tax 1,799.86
6 Best Landscaping Service, maintenance of real
property. 480.00
7 TD Bank - wire fee 15.00
8 Sudden Death - Payment for pest control services. 689.00
9 Recorder of Deeds - Payment of transfer tax. 1,225.00
10 Law Office of Andrew H. Shaw - Payment for tax
certification. 20.00
11 Centruy 21 at the Helm - Payment of realtors
commission. 612.50
12 Keller Williams of Central PA - Payment of realtors
commission. 2,450.00
13 BHHS Homesale Realty - Payment o£ realtors
commission. 3,675.00
Total (Carry forward to main schedule) 11,334.08
REV-'1513 EX+(01-10) SCHEDULE J
pennsylvania
DEPARTMENTOF REVENUE BENEFICIARI ES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Wanda L. Brownnin 21 13 00603
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 spousal distributions and transfers under
Sec.9116(a)(1.2).]
�. Dianna Casner
110 Laurel Drive
Pitman, NJ 08071
Residue in the amount of
One Third of Residue: 522.01 Niece 36,000.10
2 Daniel Barnhill
1399 Dairy Lane
Cedar Springs, MI 79319
Residue in the amount of:
One third of Residue: 522.01 Nephew 36,000.09
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVFR SHEET,AS APPROPRIATE.
�� NON-TAXABLE DISTRIBUTIONS
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTA�NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00
�f more space is needed,use additional sheets of paper of the same size.
9W46AI 2.000
Estate of: Wanda L. Brownning 21 13 00603
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
3 William R. Barnhill
207 South Webster Street
Greenville, MI 48838
Residue in the amount of
One Third of Residue: 522.01 Nephew 36,000.09
' � ��
�N���'� OMB Approval No.2502-0265
k4�ia•� A. Settlement Statement (HUD-1)
����`
G.Flle Numbvr: 7.Loan Numbar. 8.Mortgage Insuranca Case Numbor:
��.�FNA 2.Q RHS 3.Q Conv.Unins. �4•iJ2 27G18578
q.Q vA 5.Q Conv,Ins.
C.Note.This(orm Is WrNshatl lo give yau a statemenl ol aclual settlemenl cosls.Amounts paid lo end by the solllament agants oro shoHn.Ilems merked
"(p.o,c)"ware pald outslde Ihe Gosing;Ihey are shoWm here for INormational parpose5 and are not lnGudad In Iho{otais.
D.Name&Address of 6orrower: E.Name&Address of Sellet: F.Name&Address of Lender:
Ryan A.Hofiman Esiste of Wxr.da L 6rownMng GA9H Mo�tqagr.Sarvices,LLC
276 Ridpa Road.HaGfax,PA 17072 110 Laurel Orivc,Pllman,NJ 08071 625 West Ridge Pike,ConslwlwcV,en,PA
19428
G.P�opahy Locatlon: H.Seftlement Apent I.Selllement Date:10l30l2014
525 South 3rd StreM Tho LawO(ficeoFAntlrewH.5haw,FC Disbursemenl�ele:10)3012014
Lemoyne,PA 17D43 200 S,Spnng Garden Strect,Su;fe 11,CarGsle,PA 1701J
l.emoyne 8orough
717�243�7iJ5
Place o(SeltlemeN; TNIeExpress
200 S.Spnng Garden Street Svita 11,CarBsle,PR 17013 Pdnfed 10/28R014 at 4:32 pm
by SDD
10a. GrossAmountDuelromeorrower '4D0. GroasAniouKtDuetoSellar
701. Contrxtsalesprice 122,500.00 407. Coniractsalasprlce 122,SDO.OD
102. PerSonal.propeAy -002. Personai ro ed
1D3. SelUementcharges lo borraNer(fine 1q00) fi,458.26 4U3,
104. 404,
105. A05.
Ad usUnants for ttems paid by sellarin advance Ad usfinents Tar{tems �Id b seller In advance
10G. Ciryftowntaxes to 408. Cdylfowntazes lo
107. Counly Iaxes 10730t2014 fo 12f3112814 155.A9 407, Counly taxes 1p13(?l201A io 11135l201A 155.49
t08. SchoolTaxas 10130l2014lo06fJ012015 1,203J9 408, SchodTaxes 10130T1014ta0&fS0IP015 1,293.16
' 109. 4�.
110. 410.
i 11. 411.
uz. ��z
120. GrossAmountDue(romBortower
110,316,94 i20. Groca Amou�il Duo to 5eller 129,858.68
200, AmoUnls Rald hy orin.8ehalf of.6orrawe� SUO. Reduelions'In Atnoqdt0ue t4'Seller :.
201. Deposit or earnesl money�� 500.00 ' S01. Excess depasit(sse InsUucGons)
202. PMc(pal amouN of new loan(sJ 116,575.60 502 SetUemenl charyes lo selter Qine 1400) �4��•o0
203. ExISUng loan(s)taken subJact l0 603. Ex(s6nB�(s lakan suhject lo
Zpq 504. PayoNM(ustmorlga9eloan
205. 505. Payo%of second mottgage ban
206. 508.
207. `�7.
ypg. 508.
209. 509.
Ad uslments toritems unpaid by sallar Adjuslments for Items unpald b aellet
210. CdyRavn laxes !0 510, Cliyhown taxes �a
2N. Counlytaxos to 511. Counlytaxes lo
212 School Taxes to 512. SchoG Ta�es to
213. 513.
214. 514.
215. 515,
216. 516.
21 l. 517,
218. 518.
2�9, 519.
z2�. Total Pald byltw Bor�ower 158,875.00 520, Total Reduction Amount Due Sellet 1A,8�9.�D
30p. Gash:at�Seiilementfrorril.to Borrower � . 600. Cash at SeKlemenlloftrom�Saliqr
301. Gross emount doe from barower pina 120� 130,319.94 gp�, Gross amount due lo seller p(ne 420) 123,858.68
3pp. Less amounts peid byf(or bortower(ine 220) 116,C75.00 602 �ess reducfions fn amount due seA�r(Gne 520) 14,633.00
305. Cash X�From ❑ To�orrower 13,441.94 607, Ca<h QX To � Fram Seller 109,025.83
ro 2�w-n i �mn oouwun «,��a mmx>wna��•e o �^n.i .a. ��peMa . ,. �w�.qwr e.w.�im�uor,r,enn�v�u.wr�a�ux mw s
•p'�a�cunaW/wINOMBeenYdeNn4H.nbem Mmalyke[tuvlM�tiKY��i�4mM�nry 1lAbledqrlloWnH+M+paf beRESPAm.nWuarsacUenvrAM14iaTafi�ntlwNplW
Prevlous edldons are obsoleCe � page S of 4 HUP•1
. �;_ -
� :
700. 7otalRealEstetodrokorFees E6,737.50 Pald From Pald fcom
OIJ�stonofcanmissbn liro)00}2sioilavs: Borrower's Seller's
I01. Ep,qp f� Punds at Eunds at
702. 5�,675.00 �o BHHSHomesalaRealty Settlement Settlement
32,450.00 �o Kdler WJGams ol CenUa1 PA
8�12.50 to Century 21 at the Hekn
703, Commiss{on pald at settiemenl 8,737.50
704. Bmker Fee Io BHHS tlomesate Realty 695.00
705. 8roker fee �o Kelier WiRiams ol CenUat PA 861.50
800. Itoms°Pa ebla In ConnecUonw(th Loan
8p7, Ouroriglnailonchar9a (IncludesOdgina(ionPdn10.000%or80.00) 5995.00 (franC�FEA1)
602. Yorn cred'A or charge(polMs`tor Iha specl4c Inlerast rate chosen 5 ((ran GFE MZl
80.3: Your edjusled origina6nn charpes {<<��E A) a9`'•�
804. Appraisal fee tu Central Penn Ap➢���s (from(�E 113) k10.60
805. Credit report N Cre�Gl Plus (fran GFE N3) z6,51
809. Tax service lo
807. Hood cerii6calion to
809. N
. . ......... . ..
000. Items R ulred 6 Lender ta be Pe(d 3n AHvanee
901. Da�yinlerastchargas(mm Irom10l30f2014to11/01l2010.@513.94911day (BomGfEN10) 27.90
902, lAortgaBe Insurance premlum tor �n1hs lo tfran GFE X3)
903. Haneowner's insurance (or 1 eazs to Eda Insurance Exchange {irom GFE k11) -502.00
9pq, months to (twm GFE lit 1)
f000. Reserves De o_p sited with Lender
�OOL (nNialdeposll(oryourescrowaccnunt �tmmGFE�9} BJ2.35
tpOt H«neowner'sinsurence �monlhs S 4f.84lmonth $ti�•5z
f001 Mar�qage InsuraiKe monlhs @ S 60.13/month 5
1004. Properly Wxes months @ S (month
1005. Counly laaes 9 months�S 75.OBImonth 5675.12
16D6, SchaalTaxes 5 months S 149,991month 5749.95
1007, qqgregatekd}usimeM S�)iB,89
N00, TIGe Char os
1t01. TlUeservkesandlendersliUeBisurance 3 (homGFtN4} 1,425.60
1102. SelUemeM or cbsing lee to �
1f03. Owoer's6ltelnsurance•WeslCorl2ndand7illetnsuranceCwnpany S tkomGPBNS) 131.50
1504. Lenders UUe Insurance•West Cur Land and Ti4e lnsurance Cocnpany $985.00
1165. lendars lltla poNcy 6mll SS16,375.00 Lender's PoAcy
1106. Owners title poicy timil 5122.500.Q0 Owne�'s Policy
1107. Agen!'s poriton o�lbe total Iillc insurance p+erdum 5949A2
W The Law O�ce of Mdrew H.9hna,PC
1108. Undecwriler's poNon oi the Wtal tHle disuraxe premlum 5167.G8
to Wesl Cor Land ane Title Insurance Com any
U69. Tax Cert. lo La�v Ofico of Andrsw N. 20.00
Shaw Taz Account
1200. Government Recording entl?rens[er�C6arAas .�� � � � �
1201. Govemmen(recording charges 5 �from GFE N7) 1��
1202. Ceed S79.D0 NoAgaqe 5109.00 Rdeaso E
1203. Trensfev taxes $ �Irom GFE a8j 1,225.00
1209. CIIyfCounly tazlsWmps Deed 51,225.00 Mort age S
1205. Slate Taulstamps Oeed 51,223,� tvfoitgage S 1,225.00
1206. UPI Fee� Deed S Motigage S
1300. AddiUonaVSetllemm�tChflrgus
iJ01. Roquked sen9ces that you can sfwp(w (Irom GFE d6j
1302 lo
1901. HomelPestinspecfion� to Nkd Penn S $J60.00 P.O.C.(87
f3DA, FInalWalerlSawar-EsUmats in0aoughoflemoy�re t50.OD
1�05. PestTreatmont IoSuddenDealh 889.00
1306. Inheitance tax escmw to Reglster of WYlls,Agenl � 5'����
i i � � 6,458.26 14,833,00
'Pald outslde of�osing by��arower,(S}elte6(L)en0er,{!}nveslw,Bra(K�er."Cred�l by lendef shown on paga 1."'Credil by sefler shown on page 1.
Prevlous editloos are obsale[e Page Z of 4 HUO-1
' �� ��
,,.
Com��arison�of�Good:Faiifi Eatimate_GFE and HU6 1�Ghar ea .��i- �l�'�� .��>���� �•�� � SGood Faith Estimate `��< �' :HUD 1__
Char esThat'CunootlncreAse RUO•1 Glne Nu'm6er
Ouroriginalion�charqe�.. .�. � .:�.� ���. .. .:�.� . ...�.'-.� ..:�:.y.�:6D1 ��-:;��': .�:,.� 985.00 995.00
Your cretlil or charge(�oints)ta qie specific Inlerast rale choson �802 0.00 0.00
Youracyusled 4riqina6on charges . ' '#B03 995.00 g95.0�
7rensfer;lazes p 1209 1,225.00 f,226.00
:i":: ..__e, � '� � ;:::.;;i Good,Falth,Esfimate :. ` HUD 1
.._ ._..__,._......_,,s;..::::-.:.:.
..... .--
`€'i . _ ... �:.: -i. `_ ';;� 245.00 188.00
..
r. r ., ; ,' ; ,.
:s s _' 1 00
_ _ _. .. :�
M125.00 4 0.
`"� ' �� � ....::. 50.00 26.61
::: . . .: .. . �. _cs z . :
ts.� ,. ,. .. .: _ .
::: . ._ . ..: . . ��.. � . .. .. .;
::...._ _.�.._..._...._�.�: � .... . - :.:: ����r:_: .:.:.:: 0.00 O.110
.;. .
E: . . - : - , . - : : - _
�?•...... � . !..�� � �._...r - ,= a
�� : : . . ._., _ ..�:.....::.. �.�. . � . : . � �. . . .�
;V. . '',..... .��...�» ��. �::.. ..........- ..�.
; = =�___ ____ _._..:,. 718.00 624.51
�........_............................_._.............................._.........................._...............::.::::.. -..........._.__........._
�--- ..r._-.�:�_.....___. --...._..................- ..-�----...__. - � 5�93.49 0� •13.0209°/>
::....._..._.._. � ..��r.....o.._��.-----ssr_=_3u:::..��....».__..._._....---...._......_...._
,.. ...... ...r. � ., ,... ... ...:. �..::�. . . ..
Char esThakCsiidheq e` GoodEaiE56sUmate HU0.t ' '
Itillial tle¢uslGlor youC:oscrdW:axowit '#3091 �•�. 818,65 ._+�832.35
iDa�ylhte�eaCcl�ergesJrom;-, ;�901, ? $1999$�Iday 2os.7a ! z�.so
Nomeo�io�r'.sinstaa�ce`'.` - ,kE43 600.00 502.00
>:TUtessm,r,es'.�ndl¢�deti�PelpsuraDce : ;�1;�01 - 1,6A8.56 1,425.00
;;OWn€i's'tiUeSijsU�a�Ce West�o�,Larid'�ndTaQetnsiaa�s�Company ;` ,�1:14� . J3.50 131.50
��.HOR1elP@st'In.SPecUon , ��'�:� �:;�:�303 0.00 360.OD
�.'
Loan Tarmc
� Yqurbllial�lonpAmountl5 ��'��. '�:� Ei16,J75,00
Your loan 19rm9e . .� . ���� 7U.years
Your kulial inL^resl rale Is : 4.9750%
Your9nitialmo�thlYamounlowedforpdncipal,:lnl�re�andeny.merl9age E63f.751ndudes
Insurancels ,� . �. �� �X Pdndpal
'.Q Intefast
.'�;:� �X Mortgage ireurence
Can yrourinte'restrate nse?'��� ;`.'�X No. ❑Yes,it can rise to a maximum nl %.The(ust change
;% wiP.baon f 1 andcanchangeaA�nevery yea�safter ! I .Every
:.changa date,your interest rate can I�rease or deorease by %.Over Ihe life a(
-.��� iheloan,yaurinluestrateisgvazaMoad�nevertelowerthan %orhfgho�
��:�. ihan %.
Even A yoo inaka yaymentsan tme can yoia lo�n balaricAnse� ;,,�X No. ❑Yes,it can rise In e maximum of S •
,E�an d you ma4 epaymentsonbme can}roiu monthly ainuurt axedkr'' �X t�o. ❑Yes,the first Increase can be a+ 1 ! and the monlNy
prinapa�,int�resl,2�d.nwdga4e:lnsurance rlse�, '' amount owod cen Ase b S
'-The maximwn it can e�er rise to is S •
Do�}roq loaq have a prepapmentperaiiy�. ,;.�X No. ❑Yos,your meximum prepaymeot panr�ly is$ ,
Dce;yow iaan haw a 6allaon p8yment� " ';;QX No. ❑Yes,you hava e batloon payment af 5 due ln
years on ! I .
Tota'manU�y�ama.MR4ed.irtdudng eufou am�urttpayinenis ': �You da nol have a munthly e��ow payment for itams,such as properiy laxes
-�.* and homeawner's insurance.You mus[pay U�ese l�ems direcUy yvursolt.
'i�❑X You have an edd�lional monthly escrow paymr.M nf f2fi6.91
>s� that results in a tolal InNal rtanfhly amaunl ovred of$908.08.This includes
`: pnn�lpal,IMerest,any modgage;nsuran�and any Ilams checkad belav:
:�;j Q Propedytaxes X�Flortmowner'slnsuranca
; �Floodinsurance O SchoolTaxes
`. .' ❑ ❑
Note: 1t you have any queslions aboul lhe SeAlemenl Charqes and Loan Terms Ils(ed on Ihls lorm,please contact your lender,
prevlous editlor.s are obsole!e Page 3 o(R HUO-1
,
���-, ��
HUp C�RTtF�CATiON OF BUYEa AND 5ELLER
1 have cnretully ro�owed�no HUp-t S�Uloment Statomenl and lo U�e bast ot my knovAedge and bellef,it fs a lrue and aaurale slatemeni of ali rewipts and
disbursaments made on mY accounl or 6y me in lhls transac0on.I lurther cerlify that I hava received a copy o(1ha Nt1D•1 Seiliement St�tomenl.
'`�'�,�.--�� ���'�..�
Ryun A,NoHman
ESTATE OF Wk34DA L,BROWNNfNG
Dlanna Cas�er,Admintstra6ix,
The HUP-1 Satuament SlatemenE which f have repared is e tn�o and accumta uccauni o(thia transacllon I kiave causvd or wH3 cause lhe funds to pa
disbursed in accordanca witl�thls statement���
j'1 `� i ,1"
,�'� _�-// -_( �,,.._- % l t'-��-�' %l;�
1R-^'^ lV a .. t• -
SETTiEMENT AGENT aATE
� � �.,
�
Name of 0onower. Name of SeBer. Fle Num6er.
Ryan h.lio(tman Eslate af Wanda L BrownNng Y4-132
Prepared 10126/2074 at 4:32 pm
Note;Thts paga displays an 1lemlzeflon af lha charges sEiown on Ilna 1101 oi tha HU�•1 Sattlomant Siatoment.7hls page
nccompanles but 3s not a parl of the NUD•'I Setqement Statament.If a dlscrepancy exists,the informaflon on the HUD•S SetHement
Statomont applles.
N00.Tille 0harges Totel Charye Borrawer Selicr
110t Title services and IenJer's lilie insurance �o
Doc.('rap. to The Law Otfrcx ot Andrew H.Shaw 3 100.00 100.00
Notary Fee b Sarah DiccY.man $ 35.00 35.00
Coarier W The Law O(Oca of Antlrew hL Shaw $ 90.00 30,00
160 No Vb1110�7 lo P.HSYYLTIC, $ 50.00 50.00
;SOU SwveyL300 lo AHSWLiIC S ��� 50,00
90U EAL-Res18.1 b AkSWL71C $ 60.OQ 50,0�
ClosingS�zLIf�C� to NiSWLTIC S 125.00 125.60
1102 SeNemeni or ciosing tee �0 3 a•�
1104. Lertders 6tle inswar�e-West Cor Land a�id Tiliryo A}i5W1.TIC g 9B5.00 985.00
Totats: S 4,425.00 0.00 1,425.00 0.00
SellerlLender�credits shown orrpaya 1 POC=Pald Outside Closing CR�Lender Cr¢dit
prevlous edi[ions are obsolete Paye t of 1 HUO-t
Kelly S. Shuffelbottom
ph(717)237-6705
RHOADS & SINON LLP � ��»�260-43��05
kshuffelbottom u rhoads-sinon.com
Reply to Harrisburg OYfice
FiLE No: 12734/O 1
December 9, 2014
Re: Estate of Wanda L. Brownning
File No. 2013-00603
�
Ms. Glenda Farner-Strasbaugh � � � rr�
Register of Wills � � � � �
Cumberland County Courthouse � � � .,� ,�-,�,
1 Courthouse Square i �'�? � � �
Carlisle, PA 17013 � : "'- :=� � c�
ti.� �-, � --v --ri -n
<.�� � -�-i � -*�
Dear Ms. Farner-Strasbaugh: ^�� � � � rn
Enclosed are the following for the above-captioned Estate: �-�' o �' -�*�
1. Supplemental REV-1500, Pennsylvania lnheritance Tax Retum, in
duplicate, showing a refund due in the amount of$ $5,317.91.
2. Check in the amount of$15.00 for your filing fee.
3. A copy of this letter and the first page of the Supplemental
Pennsylvania lnheritance Tax Return.
Please date-stamp the copies and return them to us in the enclosed self-addressed
envelope.
Very truly yours,
RHOADS& SINON LLP
�
By:
Kelly S. Shuffelbottom
Paralegal
Enclosures
cc: Ms. Dianna Casner, Administratrix
One South Market Square, 12th Floor • P.O. Box 1146 • Harrisburg, PA 1 71 08-1 146 • ph: 717.233.5731
29 Dowlin Forge Road • Exton, PA 19341 • ph: 610.423.4200 • fax: 610.423.4201
9�32o4.i www.rhoads-sinon.com
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