HomeMy WebLinkAbout12-23-14 --� REV-1500�`�°2-"� ,� 1505610143
�� OFFICIAL USE ONLY
PA Department of Revenue pennsyivania
Bureau of Individual Taxes DEPARTMENTOFREVENUE County Code Year File Number
Po aox.2soso� INHERITANCE TAX RETURN 2 1 14 0 0 3 0 7
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
167 30 03 24 2014 03 04 1928
DecedenYs Last Name Suffix Decedent's First Name MI
WILSON PATRICIA M
(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
� 1. Original Return ❑ 2. Supplemental Return � 3.Remainder Return(Date of Death
Priorto t2-13-82)
� 4. Limited Estate � qa,Future Interest Compromise � 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
� g. Decedent Died Testate � � Decedent Maintained a Living Trust O 8. Total Number of Safe De
(Attach Copy of Will) (Attach Copy of Trust) poSit BOxeS
❑ 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � ��.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
GARY L ROTHSCHILD 717 540 3510
REGISTER C�,�INILLS USE ONLY
0
First Line of Address --�� � 1'�1
tTt
2215 FOREST HILLS DR � � `� �
� � _� c�
Second Line of Address s �'' ��.,.� N P�"� �
G3 ;::.a �
SUITE 35 ;��� � ;"; ti � �
F`� � C>DA ILEDr' �'r
City or Post Office _ --�
State ZIP Code
HARRISBURG PA 17112 ;'``� � �'"" �� �
--� � ~ � ca
�:� � �
CorrespondenYse-mailaddress: gl�othlaw@ComCast.net
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 personai representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
��;z.;.��,,�_ l...I�;1�� Patrick A.Wilson � ���, ,� < <,c.
ADDRESS �, .�
1738 W arton Street, Pittsburgh, P 15203
SIGNATU F PREPARER THER
D TE
�` Gary L Rothschild %��9 1 �
ADDRESS
The Law Offices of Gary L. Rothschild
2215 Forest Hills Dr., Harrisburg, PA 17112
Side 1
� 1505610143 1505610143 J
J 1505610243
REV-1500 EX
DecedenYs Social Security Number
Decedent'sName: W�LSON� PATRICIA M
RECAPITULATION
1. Real Estate(Schedule A)......................... 1 1 5 , 0 0 0 . 0 0
....._............................__........................ 1.
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. 2 5 , 15 5 . 6 3
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested............. 7, 7 2 0 . 2 3
8. Total Gross Assets(total Lines 1 through 7�....................................................... g, 1 4 0 , 8 7 5 . 8 6
9. Funeral Expenses and Administrative Costs(Schedule H)............ 2 2 . 2 1 7 • 8 0
...................... 9.
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)............................ 10. 2 4 ' 8 8 9 • 2 6
11. Total Deductions(total Lines 9 and 10)............................................................. �� 4 7 , 1 0 7 . 0 6
12 Net Value of Estate(Line 8 minus Line 11}.......................................................... �2, 9 3 , 7 6 8 . 8 0
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 Tau(Line 12 minus Line 13�.............................................. �4, 9 3 . 7 6 8 . 8 0
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.
16. Amount of Line 14 taxable
at lineal rate x .045 9 3 , 7 6 8 . 8 0 �s. 4 , 219 . 6 0
17. Amount of Line 14 taxable
atsiblingrateX ,12 ��
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE...................................... ................. 19. 4 , 2 19 . 6 0
......................_............................_ .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
X
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 Fi1e Number 2� - 14 - 00307
Decedent's Complete Address:
D D A
Wilson, Patricia M
STREET ADDRESS
801 Third Street
CITY �
NeW Cumberland STATE Z�p
Pp► 17070
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19)
2. Credits/Payments
(�) 4,219.60
A� PriorPayments 4,800.00
B. Discount 210.98
Total Credits(A +g) (2) 5,01 0.98
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is theOVERPAYMENT. (4) 791.38
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 theTAX DUE (5)
Make Check Payable to: REGISTER OF WILLS, AGENT.
�;�������� z�,�� �
�.���. � . .,a, .��.. .. _ m �� . , ��z'":
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:.................... . � O
. .......................................................
b. retain the right to designate who shall use the property transferred or its income:................................ � a
c. retain a reversionary interest;or..................................,....,....
.................. X
..... ......................_.................
d. receive the promise for life of either payments,benefits or care?................... . .
.. .................................... ❑ a
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.............................. ❑ ❑
.................................................................................. X
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death3....... a �
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 RETUR
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 January 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 re�urn 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)].
•ibf ng 1s def ed�under Sectiont9102eas arn indiv dt al who h s ateeast o eepar�ent in Scommon wi hph decedent,wh§ethes by�tilood o adoption.
� �`',, pennsyivania
: DEPARTMENTOFREVENUE SCHEDULE A
RESIDE TNDECEDENTTURN REAL ESTATE
ESTATE OF �/IISOCI, Patricia M FILE NUMBER
21 - 14-00307
Ail real property owned solely or as a tenant in common must be reported at fair market valu�air market value is defined as the price
at which property would be exchanged between a willing buyer and a willing selier, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant factsReal property which 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.
Include a copy of the deed showing decedenYs interest if owned as tenant in common.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 Residence located at 801 Third Street, New Cumberland, PA 17070. Property was soid to third 115,000.00
party on September 5, 2014. Copy of Settlement Statement(HUD-1) attached as Exhibit"A"
reflects sales price of$ 115,000.00.
TOTAL(Also enter on Line 1, Recapitulation) 115,000.00
���--.
� pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN CASH, BANK DEPOSITS AND MISC.
RESiDENTDECEDENT PERSONAL PROPERTY
ESTATE OF �/j�SOCI, Patricia M FILE NUMBER
21 - 14-00307
Include the proceeds of litigation and the date the proceeds were received by the estate411 property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 2004 Toyota Matrix automobile in fair condition with approximately 32,000 miles sold to third 6,500.00
party for$ 6,500.00
2 Federal Income Tax refund for 2013 1,993.00
3 Federal Income Tax refund for 2014 400.00
4 PNC Bank checking account number xxx9344 (See attached PNC online banking statement g,752.g2
with account activity and balances marked as Exhibit"B")
5 PNC Bank money market account number xxx1548 (See attached bank statement marked as 6,122.03
Exhibit"C").
6 Personal property sold at auction 1,200.00
7 Miscellaneous personal property 80.00
8 PSERS-death benefit 107.78
TOTAL(Also enter on Line 5, Recapitulation) 25 155.63
�
REV-1510 EX+(OS-09)
� � � pennsylvania
�w� DEPARTMENTOFREVENUE SCHEDULE G
INHERITANCETAXRETURN INTER-VIVOS TRANSFERS &
RESIDENTDECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Wilson, Patricia M FILE NUMBER
21 - 14-00307
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH ��F EXCLUSION
NUMBER ��clude the name of the transferee,their relationship to decedent DECD'S TAXABLE VALUE
and the date of transfer. Attach a copy of the deed for real estate. VALUE OF ASSET �NTEREST (IF APPLICABLE)
1 � Total Control account. Acount number xx1941 (See �2o.2s 100% 720.23
attached statement marked as Exhibit"D"). Payable
upon death, in equal shares, to decedent's three sons
and 1 grandson.
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TOTAL(Also enter on line 7, Recapitulation) 720.23
REV-1511 EX+(�0-09)
_�� pennsylvania S(�i�I�EH
� DEPARTMENT OF REVENUE �AIGflAI �/p���C wwm
��Lf�F�L�!-GI�F7f�J/yl YLJ
INHERITANCE TAX RETURN AMAI���
RESIDENT DECEDENT �YA���
ESTATE OF Wilson, Patricia M FILE NUMBER
21 - 14-00307
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A• 1 Auer Cremation services 180.00
2 Reverend Farrell for funeral services 145.00
3 Harpers Tavern for meals following service 527.61
4 Flowers for funeral service 118.72
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
I Name of Personal Representative(s)
I
i i
Street Address
City State Zip
��� Year(s)Commission Paid j
2. i Attomey's Fees The Law Offices of Gary L. Rothschild I 3,500.00
3. i Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) �
', Claimant i
iStreet Address ;
� City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters Testamentary 348.50
Advertising of estate 254.92
Additional Short Certificates 30.00
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
� Utility bilis for residence (PPL, PA American water, UGI, comcast, New Cumberland 1,972.96
Borough sewer and water)
See attached 15,140.09
TOTAL(Also enter on line 9, Recapitulation) 22,217.80
SchedWe H
COMMONWEALTH OF PENNSYLVANIA r�—�""""�
INHERITANCE TAX RETURN �u�����.,,...1;....,..,1
RESIDENT DECEDENT ��a����U
ESTATE OF Wilson, Patricia M FILE NUMBER
21 - 14-00307
2 House cieaning expenses 494.95
3 Kumpfs-auto vehicle repairs 110.48
4 Settlement costs, net of credit adjustments, related to sale of residence as reflected g,g2g,75
on Settlement Statement(Exhibit"A"). Costs are listed on line 513 ($ 72.46), line 703
($7,250.00), lines 1110-1112 ($ 40.00), line 1205($ 1,150.00)and tines 1305-1309($
2,924.07). Total costs equal $ 11,436.53. Net deduction, after credit adjustments on
lines 407-410($ 1,606.78), equals $ 9,829.75.
5 Trash removal/hauling 1,483.00
6 Lawn care 835.00
� House exterminator 2,024.80
I
$ � Homeowner's insurance 133.66
9 ; Miscellaneous expenses including bank charges i 228.45
I
�
Page 2 of Schedule H
,�"� pennsylvania SCHEDULE I
�' DEPARTMENT OF REVENUE
� INHERITANCETAXRETURN DEBTS OF DECEDENT, MORTGAGE
RESIDENTDECEDENT LIABILITIES & LIENS
ESTATE OF �/�/IISOCI, Patricia M FILE NUMBER
21 - 14-00307
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreirnbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 PNC line of credit on residence, account number xxx14540 (See attached statement marked 24,420.42
as Exhibit"E").
2 Bank of America credit card balance outstanding at date of death (See attached statement 468.84
marked as Exhibit"F").
TOTAL(Also enter on Line 10, Recapitulation) 24,889.26
REV-1513 EX+�01-70)
���� pennsylvania
DEPARTMENT OFREVENUE SCH E D U LE J
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wilson, Patricia M
21 - 14-00307
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) �$$$�
RECEIVING PROPERTY Do Not LlstTrustee(s)
I� TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)j
1 Patrick A. Wilson Son One-fourth of estate
1738 Wharton STreet
Pittsburg, PA 15203 �
I
2 William K. Wilson Son One-fourth of estate
503 8th Street
New Cumberland, PA 17070
3 David J. Wilson Son One-fourth of estate
895 C Street
Meadville, PA 16335
i j
i
, I � �
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j Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II
II� ;NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN i
i
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE 0.00
REV-1513 EX+(01-10)
��� pennsylvania
DEPARTMENT OF REVENUE S C H ED U LE J
INHERITANCETAXRETURN BENEFICIARIES continued
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Wilson, Patricia M
21 - 14-00307
NAME AND ADDRESS OF PERSON S RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER RECEIVING PROPERTY � � I DECEDENT (Words) �$$$�
Do Not List Trustee(s)
I, TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
4 James P. Wilson Grandson One-fourth of estate
12 Pink Dogwood Lane
Marietta, PA 17547
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Page 2 of Schedule J
LAST WILL AND TESTAMENT
OF
PATRICIA M. WILSON
n ' �
LAST W2LL AND TESTAMENT ,� o "� � rn
t� ..�a � �i c�
OF � z � � � �
r' z rn -i rs
PATRICIA M. WILSON 2 v? � W � v
c-> o c' 'O -� -ci
C� C `�i `�' � '`r►
: �7
� iV f".' �
I, PATRICIA M. WILSON, Social Security Number 167-�-2119,�f �
Commonwealth of Pennsylvania, declare that this is my LAST WILI.�ND �
TESTAMENT and I revoke all other wills and codicils previously made by
me .
FIRST: I appoint my Husband, BILLY ALLEN WILSON, as my Personal
Representative concerning this Will . If he is unable or fails to
serve, I then appoint my son, PATRICK A. WILSON, to serve as my
Personal Representative.
a . I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any cou-rt ; except as required bv law. T direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Persona� Representative is unable or does not des�r� �o qualif_y as
�r'iCil�c�l'y' _c�d� iE�T'ESEI1���iVe; 1 appoir�L ciS SUCi7 ariciiiary �egal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of rny last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave) , and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c . All eatate, inheritance, succession and other death taxes
with respect to all property passing under this my Will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to pay or
deliver every legacy or bequest to my beneficiaries without waiti g any
time that may be believed to be customary in probate matters . �� `,
PAGE 1
0 F 4 PAGE S �� ���L,� /1/w�'
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my Husband,
BILLY ALLEN WILSON, as his sole and absolute property if he shall
survive me .
THIRD : In the event that my Husband, BILLY ALLEN WILSON shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my children
PATRICK A. WILSON, DAVI�D J. WILSON, WIILIAM K. WILSON, and to my
grandchild, JAMES P. WILSON, in shares of substantially equal value to
be divided as they may agree.
a . If any of the said beneficiaries shall not survive me,
then the share of that beneficiary shall go to the descendants of that
beneficiary, who are to take per stirpes and not per capita. If any of
my said beneficiaries shall not survive me and shall not be survived by
an`� descendants, �hen the share oL that beneficiary shall be
distributed to the surviving bene��ciaries and the descendants oi any
of my other beneficiaries who fail to survive me, in the manner set
�orth above .
b . �fi ttzey are unablF to agree, t'r?e divzszon among my
beneficiaries and the descendants of any of my beneficiaries who fail
to survive me shall be made by my Personal Representative, in that
person' s sole and absolute discretion. I empower my Personal
Representative to sell any or all of such property, if such property is
not distributed in kind hereunder, and to distribute the proceeds among
my said children in substantially equal shares . Any determination of
my Personal Representative as to what should pass or be sold under this
paragraph and to whom it should pass or be delivered or at what price
it should be sold shall be conclusive.
FOURTH : If any beneficiary to any share of my estate which is not
subject to tlze provisions of any trust which may be created by this
wi11 is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor' s share be
converted into qualifying property and delivered to PATRICK A. WILSON
as Custodian for the minor under the Uniform Gifts to Minors Act or the
Uniform Transfers to Minors Act as may then be in effect in either the
state in which the beneficiary or the Custodian resides, or any other
state of cornpetent jurisdiction. � _/
��
PAGE 2 (�
OF 4 PAGES /f S �� `�'�
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act .
b. The financial custodian will serve without bond or surety
and without intervention of any court, except as required by law.
c . The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
FIFTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not . Insofar as I
have failed to provide in this Will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
b�YT a.ccident cr mistake .
SIXTH: Any beneficiary who fails to survive until one hundred
twentti� (120 ? hours after my death shall be deemect to have pred2ceased
;-ClP , �r'iC� L�lc qi TL LO rhd� �eI?2f�Cld�"V 5���� �� �1Sp05"� O� =�C��Oia1I1�1'y"-
SEVENTHe The term "Personal Representative" as used in this Will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
EIGHTH : In addition to any powers granted by the laws of the
state in which this Will is probated, I hereby authorize and empower
the fiduciaries named in this Will, to the extent of the discretion
herein granted, to sell, exchange, convey, transfer, assign, mortgage,
pledge, lease or rent the whole or any part of my real or personal
estate, to invest, reinvest, or retain investments of my estate, to
perform all acts and to execute all documents which my fiduciaries may
deem necessary or proper in regard to my property. If any of my
fiduciaries elect to receive compensation for services, such
compensation will be that allowed by law.
NINTH: If any part of this Will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative . My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention ot this Will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative. ��,n `,�
!�(.'1''
PAGE 3 �� � 6S _i ''�
OF 4 PAGES
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this
�� day of , 19 9� , set my hand and seal to
this ,my LAST WILL TESTAMENT, consisting of 4 typewritten pages,
each page bearing my handwritten initials.
This document was prepared under the authority of 10 U. S .C.
section 1044, and implementing military regulations and instructions,
by Lieutenant Colonel John D. Fritz, who is licensed to practice law in
Pennsylvania.
( � . . • (S EAL
PATRICIA M. WILSO � >
The foregoing instrument was, at Carlisle Barracks, Pennsylvania,
this N`=� day of , 19 �/� , signed, sealed, published
and declared by PATRICI M. WILSON, the testatrix, to be her LAST WILL
�`�TD TESTAs'IENT i n the pr sence o_f all oi u� at one time, and at the same
��me we; at he_r request and i�= ���r presence and in the presence of each
other, have hereunto subscribed aur names as attesting witnesses, and
we do so v����l_,� believe that thc sa_d testatrix is of sound and
�i BpOSl:��� Cr��riC� �I"1� �1Ei1101"Zr c�� �h� ��'r_� ?��rA�� .
.�.1/. 0� " r
..��� �i�.� .����� � S�,� �'t�� � �.��a�C � ���C�
Soc .Sec .No. /(p�-3y_�,�y Soc.Sec.No.`� �?-� L oJ,� Soc . Sec .No.
OF ,D �L.LS i?�p r-.� OFL �l�S�t�IPC OF Gl�-t�u/1 f(,�( l
� /�oi 9 a/ �� t `�o Jl
PAGE 4 / „��
�.... � �r• ' �-- -f�-
OF 4 PAGES '� v��__
, .
CO�ONWEALTH OF PENNSYLVANIA
CUMBERLAND COUNTY
ACKNOWLEDGMENT
I, PATRICIA M. WILSON, testatrix, whose name is signed to the
attached or foregoing instrument, having been dul
to law, do hereby acknowledge that I signed and exec�uutedithe instrament
as my Last Will ; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
• ' I r
��
PATRI IA M. WILSON � �S�L'�
AFFIDAVIT
We, _�> /l.a.+�► /f, �TANL , - � �//
����`` , and
''� � � � � � �^ `E�' the witnesses, sign our names to this
Lnsrrumenr , �Plnq r�ul�, �u�l ified accor�in to l �j,�,
tha� we were present and saw tn� testatrix sign anddexecpte�thEd say
instrument as her Last Will; that the testatrix signed willingly and
executed it as her free and voluntary act for the purposes therein
expressed; �hat eac� subscribin ;
q witness n tr` hearing and � �
_'•� �es�o�r��., siyreci t'r'ie wiil_ s1g11� o_
as a w�tnessr and that to the best ot our
�nowledge the testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence .
St� 0 �
Witness itness A�_ A ��'
Wltness
Subscribed, sworn to and acknowledged before me by PATRICIA M.
WILSON, the testatrix, and subscribed and sworn to before me by
�i L L�A�+r �r.c�,U t
' , and
— � `�'�'�`a � < <� � c._(/, the witnesses �
, this �` daY of
---_. , 19�, iVotan��Seal
� Jett��ti. Siandridge, Notary Public
; arlis�e Boro,Cumberland County
� '��� !'ommission Expires May 14,2001
o..;.,,;,- ---__--
NOT PUBLIC My Commission E�xpir�esSOc��tionofNotaries
EXHIBIT ��A"
=`iiieiii';--, q. Settlement Statemen� I��C��� OMBApprovalNo.2502-0265
\,:,iili� ( )
1.Q FHA 2,Q RHS 3. Conv.Unins. 6.File Number 7.I...oan Number.
� 14379 8.Mortgage Insurance Case Number:
4.Q VA 5.Q Conv.Ins.
C.Note:This form is fumished to give you a statement of actual setUement costs Amounts paid to and by the settlement agents are shown.Items marked
"(P o.c)"were paid outside the closing;they are shown here for�r,formational pinpcses and are not included in the totals.
D.Name&Address of Borrower. E.Name 8.Address oi Seller
Lois M.Myers F.Name&Address of Lender:
630 Hummel Avenue,Lemoyne,PA 17043 Estate of PefriG�.M �fVilson
801 Third.,r��,.Nea,C.rnberlan:+,�?.17070
G.Property Location: H.Settleinent Agent:
801 Third Street 1stAdvanfzge SetLenent Services Inc, �•Settlement Date:09/05/2014
New Cumberland,PA 17070 6375 Mercury Dri��e.Sui,e 102,Mer,hanicsburg,PA 17050 Disbursement Date:09/05/2014
New Cumberland Borough
717-591-77i5
Place of Settlen�ent �� TitleExpress
6375 Merc�!ry D�i�,�� cuile 102,P,��>chanicsburg,PA 17050 Printed 09/04/2014 at 4:08 pm
by TF
100. Gross Amount Due from Borrower �
101. Conlract sales pnce 400. Gross Amount Due to Selier
115,000 00 401 Confract sales price
102. Personal ro ert 115,000.00
103. Settlement charges to borrower Qine 1400 a��� Personal ro ert
) 2,704_OG 403.
i 104. --- •--.--
105. -- 404 _
405.
Ad'ustments for items paid b seller in advance Adjustments for items paid 6 seller in advance
106. City/town taues to � 406, Cifv�fown faxes
107. County taxes 09/05/2074 to 12/31/2014 u t0
108. School Taxes 09/05I2014 to O6/30/2015 ����` G07, County(axes 09/05/2014 to 12/31/2014 337.19
1.258.c2 40E School Taxes 09/OS/2014 to 06/30/2015 1,258.68
109. 409.
110. Trash J/A/S 09I0512014 to 09/30/2014
1Q51 410 Trash JIA/S 09/05/2014 to 09/30/2014 �p g�
111. 411.
112. - - -
120. 412.
Gross Amount Due from Borrower 119,310.78 420.
200. Amounts Paid b or in Behalf of Borrower Gross Amount Due to Seller 116,606.78
201. Deposit or eamest money 500. Reductions In Amount Due to Seller
5,000 GC 501 Excess deposif(see instructions)
202. Principal amount of new loan(s) 502 Se(flemenf charges to seller line 1400
203. Existin loa s taken sub'ecf to � � 15,018.01
204. 50? Ezistin loan s taken sub'ect to
205. -
504. payoff of first mortgage loan to PNC Bank,N.A. 24,072.66
206. ___ F�� �avoff o'second mortgageloan
50G.
207. 5G7 --
208. -- -
508.
209. -.�._-- - -�-
509.
Adjustments for items unpaid by selier � Ad'ustments for items unpaid b seller
210. City/town taxes �o --
51G �ity,'town taxes to
211. County taxes to -- -
212. School Taxes -_- "� '�����!v taxes to
5�
to 6"2, School Taxes to
213. SewerJ/AIS 07/0112014to09/OS/2014 '2.�E 5�3 SewerJlAlS
2�4 --_ _ 07l01/2014to 09/05/2014 72.46
G1ti
2i5. --
`15
216. - --
217. - 51B --
218 - 517 -
G^g
219. --
2z0• TotalPaidby/forBorrower G,�
5,072.46 520. 7otal Reduction Amount Due Seller 39,163.13
300. Cash at Settlement fromlto Borrower
301. Gross amounf due from borrower(line 120) _ 600. Cash at Settlement tolfrom Seller
� = �, '�ross amount due fo seller(line 420) 116,600.78
gr
302. Less amounts paid byffor borrower(line 220) ����q;� fiS2 '�ess�educ!ions in amoun;due seller line 520
303. Cash X From " ( � 39,163.13
❑ ❑ To Borrower 114 c3E. 1 603 Cash
QX To � From Seller 77,443.65
se�r�"��"�°:s�ie:c�ers���Re,uy�auoon+eco�vo��mo���ivo_o�•'a��rarcv�s.::.,«o°ini;o��: s� v.
�IlemGnl C�'oce55 e s�-.,.<n , r.�e p pa..es o a RESPF cevetetl itansedr . I�"n.orme aneCunng���om0 e e
Previous editions are obsolete -�-----------------_
HUD-1
-;u�iiiyilf'llf•IP- �.
700. Total Real Estate Broker Fees $7,250.00 -- �
Divisionofcommission{line?00)asfollows --,----------- Paid From Paid From
'�� $3,800.0o Borrower's Seller's
702 to Coldwell Banker Hcm=;(ead Group p!ec Pro
$3,450.00 to ReiM�iscEd„ar�ac;'�'�-- Funds at Funds at
703. Commissionpaidatsettlemenl ------____ Settlement Settlement
704. Commission ------ 7,250.00
to Re/MaxlstP,dv�rrage -
800. Items Payable in Connection with Loan - - G95.00
80+ Our onginafion charge (Includes Onginafion Point 0.000%or$O OCj ------�-
802. Your credit or charge(points)for Ihe specifc interest rate chosen ---'---- (from GFE#1)
803. `!our adjusted ongination charges __._______ (from GFE#2)
804. Appraisal fee --..___._____ (from GFE A)
805. Credit report �� -__.__�._________ (from GFE#3)
to (from GFE#3)
806. Tax service }o ---------.____
807. Flood certification -----------------__ from GFE#3
to from GFE#3
808. to -----------
900. Items Required 6y Lender to be Paid in Advance � '
yu1. Daily mterest charges from from 09/05/2014 to 10/01/20^4 C$C DOl�;y ��- (from GFE#10)
902. Mortgage ins.Premium for months to """-'- -
903. Homeowner's insurance for ----� (from GFE#3)
904. months to _ �� (from GFE#11)
months ro � from GFE#11
10D0. Reserves Deposited with Lender "
1001. Initial deposit for your escrow account ------------
1002.Homeowner's insurance _______ (from GFE#9)
months $ O.00lmcr,th � �,
1003.Mortgage Insurance months(o�$ 0 OOlmonfh �
1004.City Properfy Tax �0
months an$ 0 OO/monfh g �;
11 005.County Property Tax months(�o $ 86 92/mon(h " r�
1006.School Taxes months $ 128.04Imcr,fh �.`
I 1007.Aggregate Adjustment - '0
to
�1100.Titie Charqes -----
1� 101. Title services and lender's title insurance --'--'-------
1102. Settlement or closing fee --------___ from GFE#4
to J
1103. Owner's title insurance-First Amencan Title Insurance Company $ ----�
1104. Lender's fitle insurance-First American Title insurance Company y '-------- from GFE#5 975.00
1105. Lendels title policy limit$0.00 Lender's Policy V�`-"----
1106. Owners title poiicy limit$115,000.00 Owner's Policy -----"-'
1107.AgenPs portion of the total htle insurance premium �g�p-G ��'-�
to 1 st Advantaqe Settlement Services Inc
1108. Underwriters portion of the total fitle insurance premium ��eg.^S
to First American Title Insurance Com an �
?109. -._.�.r_-----
1110. Notary Io Vickie Welker � !
1111. Tax Certification Fee ---------- 5.00 10.00
to 1 st Advantage Setflemen'.
Services Inc. 10.00
1112. Wire Out Fee-Payoff to 1 st Advantage Seltlemen; �'�� �
Services Inc. 20.00
1200. Government Recordin and Transfer Char es --'--'-
1201. Govemment recording charges � ---"-----
1202. T� (from GFE#7) 79.00
Deed�79.00 Mort a e$ RelFase� �
1203. Transfer taxes __ �Cumoerland Count Recortler
S (from GFE#8) 1,150.00
1204. CitylCounty ta�stamps Deed$1,150.00 Morfaa e$
1205. State Tax/stamps P"Cumberland Count Recorder
Deed$1,150.00 Mortcz� e 5 r�Cumberland Count Recorder
'206. Deed$
1207. Morfaao,L� ___ 1,150.00
S
1300.Additional Settlement Char es
1301.Required services that you can shop for ------
i302. Survey to __„__ (from GFE ti6)
1303 to -
1304. �o ------.__.
1305. 2014 Co/iwp Taxes to Robin Gas eretti
?306. 2014115 School Taxes to Robin Gasperetfi --� 1,t47.29
13W, Sewer A/MIJ to New Cumberland Boro -"- ?,536.51
1308. Trash J/AfS to New Cumberlanc Boro 76.67
'309. Deed Prep Fee fo Guardian Transfer,Inc. � - 38.60
i310. Inhenfance Tax Escrow to 1st Advanta e Settlemeni Sery��ee�nc � �25.00
3,653.94
�ii � � - • . �- . . , . i � .
' � � ' 2,704.00 15,018.01
'Paid outside of closing by(B)orrower,(S)eller,(L)ender,(I)nvestor,BrolV'�a� "Credl(by lander snowr on page 1."'Credit by seller shown on page?.
Previous editions are o�solete ---------
HUD-1
�,,,...,...-,.
�!nr•nataruC
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewed the HUD-1 Settlement Statemen:and to the best c`��y�,mow:e�y��:-,�CElief,i�is a true and accurete statement of all receipts and
disbursements made on my account or by me in this transaction.I furth2r certi`y that I have received a copy of the HUD-1 Settlement Statemenf.
�
/
Lois M.Myers � � ��
�
�
ESTATE OF PATRICIA M.WILSON
��� G' �%--�--t_
Patrick A.Wilson,Executor -
!!l�R1��
c�i I�t:1111a I I I_1�L:J II
The HUD 1 Settlement Statement which I have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be
disbursed in accordance with this statement.
��, /l`�,J,��-�-- _-- �
; t_� �
SETTLEMENTAGENT -
WARNWG IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEP�4EhJ?S T�Ti IE��N;TE��TqTES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR UETH,I;_S jGE TiT:_E ;g U S CODE SECTION 1001 AND SECTION 1010.
Previous editions are obsolete -------------
� HUD-1
EXHIBIT `�B"
� a�� i �l �
'�:a PNC Onlrne 8anking �
Account Activity
Wedrresday,March 26,2014
Interest Checking XXXXXX9344 AvailaWe Balance: $8,113.54
Pending Transectlons
n»s.o-a�sactlons naw D.en BubmiGed eo us since aie last eusiness day ana era na ve�r��ed ro your aacu�t.
When they heye pp,�,y�ey wil ba reflected in your Posted Trensactlons.Pendinp ttems�Y afTect your
AvellaMe Belance antl are not e staEemeM of your eccount
oare DesMpKon
Ttis eacormt hres ip Pendj�g T��� Wirhdrawa�s Deposirs
Posted Transactio�s
Dare Descdptlon
03/'15J2014 ACH1IVEgSIPIpLECF�XX �'Ylthdrawak Deposirs gy�ce
WA7ER ONLINE PMT ����5�NN AMER �p,75
SB.113.54
U3/25/2014 ACH WEBSINGLE CKFXXXXX9�IPOS PPL
ELECTRIC ONLINE PMT E108.72 $8�18429
03/252014 ACH WEBSINGLE CKFXX)00C9891POS COAACAST
ONLINEpMT St73.84 ;8,273.01
03l252014 ACH WEBSINGLE q�)pp(XX9fi91P05 Uq
UTIUTIES OI�INE PMT �•� ig,qdB,gs
03/172014 CHECK CARD PURCIiqSE XXX)(X7422 RITE AID
STORE Q118 NEW C,Uh1gERl.PA i17.00 $8,752.82
03/14/2014 POS pURC►�e�gE ppS�1 0281735 GIANT 6253 NEVI/ 5120.53 -
CUMBERLA pq Sg�gg,82
03/13f2014 CHECK 2424 086719734
03/13/2014 CHECK CARD PURCH,4SE $�� �'�'�
AUTO REPAIR NEW CUMBE�q74��MPF S $�g g� ���
03/12/2014 PpS P��SE POS001 0232g3p G�qNT 6253 NEW $101.95
CUMBERLA PA $g,pSZ_25
03/10/2014 CHECK 2423 084410589
03/10/2014 CHECKCAROPURCHASE $2t� �'f�42a
PRODUCE DILLSBURG PA X�x�422 D AND S $23.52
$9.t&520
03l10l2014 CHECK CARD PURCHASE JO(X}CX7qZZ L.p.
WEAVER'S INC MT HOLLY SP PA $'�� 89,206.72
03/10/2014 CHECK CARD p�IRCHASE XXXXX7422 W.L.KEPLEP.
SEAfOOD LEMOYNE PA $44.7 8 $9,226.32
03/06l2p�q INTERESTPRYNFEM
0 3/0 612 0 1 4 Pp5 PURCHASE PO5001 D235177 GIANT fi253 NEW 3�� �g.270.�J
CUMBERLAPq $��.94 gg.z�aq4
03/OS/20i4 LOAN PAYMENT O�pp)()()(XXqsqp
0.3/OSI2014 ACH DEBIT 4267046 PRIORI7Y Sp PLU X)000(80p7 $235.46 �q,4��
�3/04l2014 ACH WEBSINGLE C $2� $9,fi64.8q
ELECTRIC ONLINE PMT ����S PPL a136.69
$.9�666.84
�3/04/2014 ACH WEg31NGLE CKF�p(XXXg6glppS CO��qST
ONL�NE PMT $173.8A 89�803.53
03/042014 ACH VYEgSIry(;LE CI�O(p(Xg�ippS BANK OF
AMERICA ONLINE PMT' $��� 59,977.37
03/04r2014 RECURPoNG CHECK CARD XX)q(XZpgy qg�Gaa s
QYm XXXXXB290 PA $18.� $70,177.37
U3/03/2014 CHECK 2422 08367130g
0.3/032014 Cl-IEClCCqRDpUR�{qSE 521.00 $10,197.38
STORE pq18 NEyy �X7422 RITE ND $27.00 $10,218.36
ClA�1BERL PA
03/03J2014 ACH GYtEDIT XXXX)C2119A SSA SSA TREAS 370
XXSOCSEC 51,127.00 510.245.38
U3/0.'�/2014 AGi CREDIT F 30981q8 yy�F(���SURY 312
XXCIVSERV 51,343.70 Sg,7�g,36
02/28l2014 RECURRING CHECK CHRp XXX)0(2p5g F1•E•��P�y $���g
02/28�2014 ACH CREDIT XXXXX5197 PA TREqSURY DEPT $7��4��
ANNUITAKT 51,241.10 57,788.85
02f27l2014 CHECK 2421 085352406
02l27l2014 CHECK CARp pURCW{SE XXX)(X7422 RITE AIO $�.� �,�5.55
STORE 0418 NEW C(JN►g��PA E71.00 �.q�.�
02R7/2014 POS PURCFIASE POS0p1 023862g GIANT 6253 NEyy $9225
CUMBERLA Pq g�71��
02�25/2014 CHECK 2417 083862551
02/24l2014 CHECK CARD PURG{qSE s��� �'�'�
DINER I�W CUMBERL PA�X�42Z JOF�'S 537.37 fg g�80
0?/24l2014 CHECK CqRD PURCHASE p(�(X�q�KqRN�
PRIME&FOpp I�Ep�pYNE PA �'97 i6,941.17
02124f1014 CHEq(CqRD PUf2CW►SE XXX)0(7qn O AND 5
�RODUCE DILLSBURG PA �5�� 37,007,14
https://www,onlinebanking,pnc.com/alservlet/DepositActivityServlet?account=//////////403/... 3/26/2014
riv�. vuiiiiG Datutin�
Yage 2 of 3
�2/24/2014 CHECK CAF2D PURCFIASE XXX)0(7q22 DAYTON'S
COFFEE TEq&CAMP HILL PA $24'� 57,033.Op
02I142014 CHECK CARD PURCFWSE X�(xX7qz2 W� �p�R $�,87
SEAFOOD LEMOYI�E PA 57,057.0p
0221/2014 CHECK 2420 OS6102703
02212014 CHECK 2479 055pq3q40 $21.� 57,087.87
0221R014 ACHVHEgSINGLE 5761.12 57.108.87
AMEPoCA ONLINE PMC�X�1POS BANK OF 5200.pp s���
02/79/2014 CHECK 2418 08465G916
02l19R014 ACH 1NEggINpLE Cl�XXX)p(ggg1P05 PENN AMER �y.� 87,q69.gg
WATER ONUNE PMT $7,529,99
02l18/2014 CHECK24t5083697175
02/18/2014 CHECK 2413 083529588 a2�00 $�'�'�
02/78/2014 CHECK CARD PURC►iASE 5�.� 57,610.93
HOMECENTER LEMOYI�P��7422 HEPFERS E9325 =7.�.�
02/18/2014 CHEGC CqRD PURCWISE XX)U(X7422 RITE AID
STORE 0418 NEW CUMBERL PA S41'� 57,754.18
02/18/2D14 POS PURCN,4SE POS0p7 1047215 GIANT g253 NEW 5131.20
CUMBERLA PA 57,795.18
02/14l2014 CHECK 2416 086167196
02/13l2014 CHECK CARD PURCHqSE XX)0(X7422 RITE AID �.� $7,�.�
STORE 0416 NEW CLAABERL PA 528.00 57,986.38
02/12/2014 CHECK 2412 p852253q5
560.00 38.074.36
02/12Q014 CHECK2qtq08qgy7pz7
02/10J2014 CHECK 2411 0835qg5gg �'� 58.074.38
02/102014 CHECKCqRDpURC�..�qSEXXXp(7422RITEAID 521.00 fg.1�.�
STORE 0418 NEW CUMBERL PA 529.00 $8�190.38
02/102014 POS PURG{qSE POSOpt 08p5121 GIANT 8253 NEW $147.52
CUMBERLA PA $8,219.38
02/O6/2014 INTEREST PAYMENT
�Z�O6/2014 CASHEDCHECK241005191?63 $O'� �,�.�
535.00 $8�366.84
02/OS/2014 LOAN PAYMENT OOOpp J(XX)C)(qsqp
02lOS/2014 ACH DEBIT 2135364 PRIORITY Sp PlU XXXXX8007 $235.46 �g,�1�
02/OM2014 ACH WEBSINGLE CKFXX)0(KgB91POS PPL S2� ���7.30
ELECTPoCONLWEPMT ����� $8,639.30
02l04l2014 ACH WEBS�NGLE CKFXJ(XXXg&qi pp5 COMCAST
ONLINE PMT $��Z 58 58.7&4 07
02l042014 ACH WEBS�NGLE CKFXXX)0(g�7pp5 UGI
U77LlT1ESOtJLINEPM;' $31?.54 $8,g56.E5
02104120i4 RECURRING CHECK CARO nXXXX2p35 qgCGoEd�
GYm XXXXX6290 PA $t9.� $9,268.59
02J03/2074 !'HECK 2�09 C;FS'if��F
02/032014 CHECK CARD PURCHASE)(XX)(X7qZ2 RITE A1D $21� $9 z88 SS
STORE 0418 NEW CUMBERL PA $55.00 �i�pg�
02/03/2014 POS PURCHASE POS001 Q626551 GIANT 6253 NEW $157.73
CUMBERLA pq $9,36q.58
02/032014 CASHEDCHECK2409O51757832
02/03/2014 ACH CREpIT XX)p0(211 gp 5Sq SSA TREqg 310 §�� �,�.31
XXSOCSEC 51,127.00 ;9,�7.31
�Z/0312014 ACH CREDIT F 3098149 W CSF US TREqSURY 312
XXqVSERV $���.70 88,430.31
Ot/312014 RECURRING CF{ECK CARp XXXXXZp31 pyEBSP VIP $11.98
837&1818 XX7W(2131 NY 57,086.61
01/312014 ACH CREDIT X)0(�(Stq3 pp 7�FqSURY DEPT
ANNUITANT 51,241.10 =7,pgg,gp
01l30/2014 CHECK2407084g77gg7
01/3CV2014 CHECK CARO PURC�-bqSE XXXXX7422 BN �.� �.�7�
MEMBERSMP RENEWAL XXXXX7323 F�y 525.00 u.982.�
01l27/2014 CHECK 2405 083090537
$�.� $5.877.50
01/27/2014 CHECK 2401 08309053g
01/27/2014 POS PURCHASE POS001 0740784 GIANT 6253 NEW $�.� ���7.�
CUMBERLAPA $��•� $6,097,$p
01/272014 CASHED CHECK 2406 OSqp7ggp7
01/23R014 CHECK 2404 08515ggp2 �'� �.�7.79
01l23I2014 CHECK CARD PURCHASE XXXXX7422 RITE pID $29� ��2�2•�9
STORE 0418 NEW CUMBERL PA �'� ���•z9
01/23/2014 CHECK CARD PURCW4SE XXX)IX7q22 RITE AID
STORE 0418 NEW CUMBERL Pq b��� $6,337.29
O7/22/2074 ACH WEBSINGLE Cf(FX)(X)0(ggg�ppg pENN AMER
WATER ONUNE PMT $8�� 86,400.29
Otl22/2p14 ACH WEBS�NG(F CI(�X�y�g�p�S UGI
UTILITIES ONLINE PMT $28''`��s 86,408.67
U1/22@014 CASHED CHECK 2403 052531303
535.00 b6�694.43
https://www.onlinebanking,pnc.com/alservlet/UepositA ctivityServlet?account=//////////4p3/... 3/26/2014
11`1V V1ll111G1JQ.11Alllb'
rage :� ot 3
01/212074 POS PlhtCl-�qSE POS87159601 1ppg�gp SHELL
SERVICE NEW CUMBERLA PA 523.51 yg�.�
01l212014 POS PURCHASE POS001 10091g1 GIAN7 6253 NEW
CUMBERLA PA 576.79 $8,752.9q
01l21/2014 CHECK C/U2D PUFtCFIqgE XXXXx�422 HEPFERS
HOMECEM'ER LEAdpytJ�pp 582.66 yg,gZ9.73
01212014 CHECK CARp pURC}�,,gE��7422 D AND 5
PR�DUCE qLLSBURG PA 228.36 SB.81239
U1121/2014 CHECK CARD PURCHqSE XXXJ(X7422 S CLYDE
WEAVER-W SHORE LEMOYNE PA �'28 56�840.75
0121/2014 CHECKCqRDpURCHASEXXXXX74220AYTON'S
COFFEE TEA&CAMP HILL PA 522.00 �y�.�
01/212074 CASHED CHECK 2402 049328372
01/16/2014 CHECK 2400 0850p8q51 �� $�'�'�
Ot/75@014 CHECK 2398 084189983 $1�.� $7,0q3.p9
Ot/14l2014 POS PURCHASE POSOp1 p�gggqg GIANT 6253 NEW �1� 57,233.03
CUMBERLA PA ��� $7,314.03
Ot/132014 CASHED CHECK 2399 pqgp77pgg
01/10/2074 ACH WEBS�N(`,IF CI(�(X7�y�g�ppS BANK OF �� $7�81
AMEPoCA ONLINE PMT b2�.� 87,3,98.81
O7/09l2014 ACH WEBSINGLE CI(F)OUp(Xg�g�ppg BpN 7pN
ONLINE PMT 897.23 57,598.81
O CopyrlgM 2010.Tha PNC firp�chl Servlcea Ortwp,inc.AM RIgMs Reaerved.
Neetl Help?CaA us at 1-888-pNGgqNK(762-228g)
https://www.onlinebanking.pnc.com/al servlet/DepositActivityServlet?account=//////////403/... 3/26/2014
EXHIBIT ��C"
P�emium Money Market Statement
PNC Ba°'` m PNCBANK
Primary account number:50-0574-1548
For the psriod pZ/27�2074 to 03/27/2014 Page 7 of 3
Number ot enclosures:0
� 001154
PATRICIA M WILSON For24-hourbanking,andtransactionor
{ 801 3RD ST �interest rate information,sign on to
NEW CUMBERLAND PA 17070-2022 PNC BankOnline Banking at pnc.com.
'a' For customer service call 1-888-PNC-BANK
Monday-Friday_7 AM-10 PM ET
Saturday&Sunday: 8 AM-5 PM ET
Para servicio en espafiol, 1-866-HOLA-PNC
MovingT Please contact us at 7-888-PNC-6ANK
� Write to:Customer Service
PO Box 609
Pittsburgh PA 15230-9738
�Visit us at PNC.com
� TDD terminal: 1-800-531-1648
For heazing impaired clirnts orily
Premium Money Market Account Summary
Account number: 50-0574-1548 Patricia M Wilson
Overdraft Coverage-Your account is currentlyOptod-Out.
You or your joint owner may revoke your opt-in or opt-out choice at any time.
To learn more about PNC Overdraft Solutions visit us online at pnc.com/overdraftsolutions.
Call t-877-568-3605,visit any branch,or Sign on to PNC Online Banking,and select the"Overdrak
Solutions"link under the Account Services section to manage both your Overdraft Coverage and Overdrak
Protection settings.
Balance Summary
Beginning Deposits and Checks and other Ending
balance other additions deductions
balance
6,1�2.03 .24 .00 6,122.27
Average monthly Charges
balance and fees
6,122.03 .pp
Interest Summary
As of 03/27,a total of$.76 in interest was
Annual Percentage Number of days Average colfected Inte2st Paid !�ed Yk�is Vea�.
Yield Earned(APYE) in interest period balance for APYE
this period
0.05� 29 6.122.03 .24
Acdvity Detail
Deposits and Othe� Additions
There was 1 Deposit or Other Addition
Date Amount Description
03 �7 totaling$,Z4.
� .24 Interest Payment
Daily Balance Detail
Date Balance Date Balance
0?/27 6,122.03 03/27 6,122.27
�PNDMLT01-JOB92313-N40-NNNNN N-002-002312 t
EXHIBIT ��D'�
Total Control Account�
Account No. 4053261941 Statement Period From 1/01/14 To 3/31/14
Page 1 of 1
SH-071718-TCA1PG04
PATRICIA WILSON
801 3RD ST Customer Service: (800) 638-7283
_ NEW CUMBERLAND Pq �Tp7a2p22
Beneficiary Election Recorded as of 05/23/2007
If you want current information about your Total Control Account, you can use our automated phone system
to obtain your Account balance, interest rate, transaction activity, and more. Just call 800-63&7283, and the
friendly easy-to-use system can help you to get the information you need, day or night, seven days a week.
TCA SETTLEMENT OPTION
EFFECTIVE ANNUAL YIE�D 1.50% AS OF G3/31/14
Account Summary
�����tlg��i�1i�� $717.53
_ .:.
Interest �
$2.70
����� $���� $720.23
�
Ye�r T`o Date (nterest $2.70
�e�rTo Qate Federa[�'ax Wit#thelc� �0 00 �
�..
Transaction Details _
'�rans ,. =
�ate' A�ctivity Draft No b�sctEption ,
1/31 ;: Atnanr�t =
; , _
Interest = �
2�28 Interest $0.93 —
3/31 Interest �•84
$0.93
�
�
EXHIBIT ��E'�
Llne ot (�redit Account Statement
�PNCBANI�
Page 1 of 2
For the period ending 04/10/14 Current
Past Minimurri
Account Number 40 03 048111614540 P�+yment Due �ate
Due PeYment Char e
Amount Due �
2�5.46 0.00 235.4fi
0.00
_ PATRICIA M WILSON
801 3RD ST Payment Amount
NEW CUMBERLAND PA 17070-2022 �1e Enc�osed
Date
05/05/1� $
Thisisnotabill. Yourcurrentpaymentamountwillbeautomaticallydeductedfro400d�4811161 h5p 0200002354600243215188
Line of Credit Account Summary
PA1'K1CIA A� WILSON
Account Number 40 03 048111fi14540
a For information call 888-7G2-2265
Credit and Payment Information
Statement Maximum
Date Credit Still Payment
�1�j I(�,.1� Credit Available
;i(l,ODU.O(1 9r Due Date
�,87 5.04 05j Ob�1�F
C w rent Past
Payment Minimimi �2�E
Due Due Paymenr
�;,_ Amouni UiiE Gharge
�.�.41i (1.()()
2:i5.4ii
!f a Late Charge has been 2ssesszd,ihe laia charges and minimum payment are both due on the Payment Due Date. (' (JO
The amount of our late char es is itemized se arately and is not induded ir[he minimum �ayment shown above.
Financs Charge and Credit Life Insurance Information j
he ANNUAL PERCENTAGE RA7E for tl�e Accouni is:
Correspondinc
ANNUAI. J (i.iti;�`i�'�,
PERCENTqGE Daily Avera9e Days in
Part Periodic Credit Life
RATE iAPg) Daily Bitling FINANCE CNARGE
Rate Balance Insurance
V:iRI,�P�_l�. Q�.'74nc��, �O.�O,750���f(;t) Cycle Interest(fransfer Fee Premium
I IXEll 1 P&�I OG.$.ri��i"o 00.01877:ii"o b 0.00 i0 0.00 0.00
( ) 94,244.37 �, d.0o (�)
.�0 lii6..�"i5 0.00
0.00
(2►This rate may vary. (b)Tliis rate will not var .
Fixed P&I means e fixed rate principal&interest Prt. Y ��)Insurance premium for all outstandinc�loan balances(variable&fixed).
P Fixed 10 means a fixed rate interest only part.
Important Information regarding your Fixed Rate part:
If you liad transferred alf or part of the principal balance in the Variable Rate part of the account to another part during the billinc�cycle, the followinc�rates would have
applied:
P�rt Correspondinc�ANNUAL
PERCENTqGE RATE (ApR) Daily Periodic Variable Rate Intormation:
Rate
Fixed P&I
4 `��5rn° 0•012671�"o This rate may vary,but once the rate is est2blished for a new
Fixed Rate Principal&Interest Pert,it will not vary.
Fixed 10
4'�75�'O O.OI 1�SC�o This rate may vary,but once the rate is establishad for a new
Fixed Rate Interest only Part,it will not vary.
Please see Account Activity on the following page(s)
Please see reve�se side for important information about your account.
EqUAL HOUSING I.Ff�
�PNCBANI�
Page 2 of 2
For the period ending 04/10/14
Account Number 40 03 048111614540
�mportant Information
Activity Summar
Part y Previous Advances/ p2
Balance Cliarc�es Creditsntg� New Current
VARIANLE Balance Payment Due
0.00 0.00 0.00
FIXEll 1 P�-1 24,420.42 r 0.f10 0.00
1:�6.�5 2:i5.46 24,321.51 � ,
1�5.�G
Account Activity
Effective Description
Date Transaction Date/Location
Amount Principal Balance Days at
VARIABLE This Balance
�=�%�]/]4 PREi'IOUS BaLANGE
04j 10;%1� vE��� PAI.AIVCE .00+ 0.00
.00
PIXED 1 ('��(
���;'11 �I� I'REj'!(3��5 B.-�L.���VCE
�-��tl1;'1; I'.�\1'1�(h:VT 1ZEC'll - "1'H.�1V[i l�<)C' �� �-i;�.��i+ `�`�� ?i4.0� ';U
r34�1 fi.-'1� °�FiN.1�VCE CHAP.G E��= I N"I,ERES�� `-�, �`�4.�i�' �u
U4;'l�i;%1-� N E\1' P,;�L.1NCE 1`;i;.:`>;,+
�4,;i�1.:�1
ACL094 flEV DF/�tl �
EqUAI.HOUSING LENDFH
EXHIBIT `�F"
BankAmerlcard �Cash Rewards-
BankofAmerica'��
Visa Signature�
PATRICIA M WILSON
Account Number:4313 0727 8649 8637
March 23-April 21, 2014
A000unt Informat)on:
www.bankofaanerica.com ,
�
Mail bllNng Inquiries to: New Balance 7otal....!,,,,,,,,,,,,,,,,,,,, �
Bank of Ameiica .........................................$468.84
F',0,Box 982235 Current Payment Due,,,,,,,,,,,,,,,,,,,,, Previous Balance,,,,,,,,,,
$25.00 .................$438:80
Past Due Amount......................................... ............. ..... ....... Payments and Other Credits..............-438.80
El Paso,TX 79998•2235 ................ ........$25.00
"""'°"' Purchases and AdjusUnents,,,,,,,,,,,,,,,,
Meil payments to: Bank Cash Advances..........................qgg,80
Bank of America TO��Minimum Payment Due ....
Payment Due-Date:..:.._ • ................... ..........$50.00 Fees Charged......................
P.O.Box 15019 ..:: __..:...: ...:...........:.........:5/19/14__ -InEerest-Gharged�:.:... ....25.00
........
Wilmington,DE 1�J886-5019 .::..:.., ....:.......::...5.04
Late Payment Warnfn�:If we do not receive your Total Minimum Payment by New Balance Total ........
Customer Servioe: the date listed above,you may have to pay a late fee of up to$36.00 and
1.800.421.2110 •••••••••••�•••�•..$468.84
your APRs may be increased up to the Penalty APR of 29.99%,
(1.800.346,317g 7'Py) Total Minimum Payment Warning:If you make only the Total Minimum Total Credit Line,,,,,,,,,,,,,,,,,,,,,,,,,,,,$5,000.00
Payment each period,you will pay more in interest and it will take you longer Total Credit Available ....$4,531,16
to pay off your balance.For example:
Cash Credit Line ,,,,,,,,,,,,,,,,,,,,,,,,,,,$1,500,00
Portlon of Credit Available
for Cash.................. .......,$1,474,64
SWtement Closing Date...................4/21/14
Days in Billing Cycle..................................30
•
Only the Total 21 months
Minimum Payment $529.54
� If you would like informaUon about credit counseling services. call j I �
' 1-8I 66-300-5238 _ _
I � �
i
T�ansaction Posting
Date Date Oesciiption Rsference ��
Account
Numbe� Number
Payments and Other Credits Amount roca�
04/01 PAYMENT-ELECTRONIC
6219
—438:80
Bank Cash Advanoes —5438.80
04/01 04/04 PAYMENT RETURNED UNPAID
6219 438,80
, $438.80
19 �OD46884�pp050000�020�0000�4313072786498637
BANK OF AMERICA
P.O.BOX 15019 Account Number: 4313 0727 8649 8637
WILMINGTON,DE 19886-5019
�I��i�iil��l���l'�I'�lil�lll����'I���'�Ilil�l���l��"��I'I���'I�' NewBalance Total.................................
.............................$468.84
Total Minimum Payment Due,,,,,,,,,,,,,,,,,,,,,,,,,,,
........................50.00
Payment Due Date..................................................
88 0424 N 667 804 12689 14163 �02 AT 0.406 ••••�05/19/14
PATRICIA M WIL50N
801 3RD 5T Enter payment amount $
NEW CUMBERLAND PA 17070-2022 •
� Check heie rora change ofma!linqaddrgss or '
�I�t����1I�I�I�I�II�� � 1 tll tl P/ease,Dipv%deallpO�gatlonsonthe/gtersesldBo�numbBrs. �
' I � I �I��������II��������I����������II Mell thls ooupon alonp wlth your oheok peyeble to:Bankot Arnerlaa ' R
�: 5 240 2 2 250�: 094D 2 �B649B6 3 �u�
BankAmericard � c�n R�8-
� Visa Signature� BankofArnerica'`''�
4313 0727 8649 ggg7
March 23-April 21,2014
Page 3 of 6
_ , � ,�
TisnsecGon Posting
Oete Osts
Descdption Reference
Account
Number Number
04/04 04/04 FBeS Amount
RETURN CHECIt FEE rorei
TOTAL FEES FOR THI5 PERIOD 6219
25.00
04/21 04/21 Interest Charged _ $25.0p
04/21 �4�21 Interest Charged on Purchases
04 21 Interest Charged on Balance Transfers �
/ 04/21 Interest Charged on Dir Dep&Chk CashAdv 4��
04/21 04/21 Interest Charged on Bank Cash Advances 0.00
TOTAL INTERE5T FOR THIS PERIOD 0.00
0.36
$6:04
1 ` � � 1
Tota1 fees charged in 2014
Totai interest charged in 2014 $50.00
$28.42
Ynu are a valued cuatomer.Please be aware that we have not received rnu• a
inclucling an,y enclosed accesy checks,until it is paid.If y P 3'ment.Please send the amount due today.You may not use,yo����t�t,
Ylease review Payment has been mailed,thank,vou.
the enclosed Amendt�ent tq yvu�.Credit Card,��Fement and your arumal"Billulg Fiaghts"and"Privac,y�'otice"informa,tion ior vo
can also review this information online(f you have registered y�iij.�count in Online Banking.
_ ur a,ccount.You
Your Annua�psrcentage Rate(APR}!s the annual interesc rate on your account.
Annua; Promotional Promotionai f�romationa! Balancs
Percentage 7ransaction Offer iD Rate Until lnterest
Rate Type 8ubject to Charges by
Purchases �hterest Transaction
12.99�V Rsta TYPB
Balance Transfers
Direct Deposit and 12•99$V $438.56 $4.68
Check Cash pq.gg�V $ 0.00
Advances $�.0
Bank Cash Advances $ �.OD $0.00
24.99$V
AFR Type Deflnitions:Daily Interest Rate T $ 1�.62 $0.36
ype:V=Verlable Rate(rete may vary)
�' ' ' :
BANKAMERIC1.1Rp CASH RSWARDS
.00 Bp,gg gp�gNgD THig MONTH
.00 BONUS THIS MONT$
.00 12gpggMgD THIS MONTH
181.19 TOTpy AVp�II,p�LE
VI3IT BANI(OFAM�RI�.COM/CASgRgW�p3
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