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Home My WebLink About01-08-15 1505614134 EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 2 1 1 3 0 ? 1 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 6 1 3 2 0 1 3 0 6 2 9 1 9 3 3 Decedent's Last Name Suffix Decedent's First Name MI F E N T 0 N J E A N E T T E L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑ 1.Original Return 0 2.Supplemental Return ❑ 3. Remainder Return(date of death Prior to 12-13-82) ❑ 4.Agriculture Exemption ❑ 5.Future Interest Compromise(date of ❑ 6.Federal Estate Tax Return Required (date of death on or after 7-1-2012) death after 12-12-82) ❑X 7.Decedent Died Testate ❑ 8.Decedent Maintained a Living Trust _ 9.Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) ❑ 10. Litigation Proceeds Received ❑ 11.Non-Probate Transferee Return ❑ 12.Deferral/Election of Spousal Trusts (Schedule F and G Assets only) ❑ 13.Business Assets ❑ 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number A D A M P B R I T C H E R ? 1 ? 5 6 ? 3 1 3 9 First Line of Address 2 3 2 M A R K E T S T R E E T Second Line of Address City or Post Office State ZIP Code N . E W P O R T P A 1 ? 0 ? 4 Correspondents e-mail address: REGISTER OF WILLS USE ONLY ri5 REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYYC-^ rn Grnn t � O M r— I rr1 t-1 .O0 DATE HLE STAMP L� 0 -L7 11 r l j c� C= n W T f'ri PLEASE USE ORIGINAL FORM ONLY —i r _77� _f- (J? O Side 1 CD IIIIIIIVIIIVIIIVIIIVIIIVIIIVIIIVIIIVIIIVIIIIIIIIIII 1505614134 1505614134 J 1505614234 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: JEANETTE L • FENTON RECAPITULATION 1. Real Estate(Schedule A) ... . . . . . . .. . . . . .. . . . . . . . . .. . . .. . .... . .. . . .. 1. 9 9 7 5 8 . 6 7 2. Stocks and Bonds(Schedule B) . . . . . . .. . . . . . . . . . . .. . . . . .. . .... . .. .. . . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ... . . 3. 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . .. . . .. ... . .. . . . . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). .. . . . . 5. 8 6 2 . 0 0 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . . . . 7. 8. Total Gross Assets(total Lines 1 through 7) . . .... . . 1 0 0 6 2 0 . 6 7 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . .. . . . 9. 1 6 9 9 4 . 8 9 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . .... . 10. 2 5 4 0 . 1 4 11. Total Deductions(total Lines 9 and 10) .. .. .. . . . . . . .. . . . . . . . . . . . . . . . . . 11. 1 9 5 3 5 . 0 3 12. Net Value of Estate(Line 8 minus Line 11) . . . . .. . . . ... . . . . . ... . . . . . . . . 12. 8 1 0 8 5 . 6 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . .. .. . . . . . . . .. . . . . . . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . .. .. .. . . . . . . . . . . . . . 14. 8 1 0 8 5 . 6 4 TAX CALCULATION-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.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate x.045 5 7 7 0 5 . 0 6 16. 2 5 9 6 . 7 3 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . . . . . . . . . . . ... .. . ... . . . . . .. . . . ... ... . . . . . . . . . . . . . . . . . . 19. 2 5 9 6 . 7 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it' true,correct and complete. claration of preparer other than the person responsible for filing the return is based on all information of which preparer has ny owled IG TU E O E RSO RE O QR FILING RETURN DAT I 8 . �� o DDRES AD NEWPORT PA 17074 SIGNA PREP OTHER THAN P ON RESPONSIBLE FOR FILING THE RETURNDAT ADDRESS 232 MARKET STREET NEWPORT PA 17074 11111111111111111111111111111111111 Side 2 1505614234 1505614234 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 13 0714 DECEDENT'S NAME JEANETTE L. FENTON STREET ADDRESS 420 W. SIMPSON STREET CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2,596.73 2. Credits/Payments A.Prior Payments B.Discount (See instructions.) Total Credits(A+B) (2) 0.00 3. Interest (3) 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) 0.00 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2,596.73 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income ❑ 0 c. retain a reversionary interest ..................................................... .. ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ IR 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 death? ......... ❑ IXI 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ X❑ 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 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 step-parent 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 decedent's 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. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEANETTE L. FENTON 21 13 0714 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 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 decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. Real Estate and residence located at 420 West Simpson Street, Mechanicsburg, Mechanicsburg Borough, Pennsylvania as described in the attached Deed as recorded in Cumberland County Recorder of Deeds Office in Book X20, Page 176. Said property was sold to Bonita P. Hoch for 98,825.00. See attached Settlement Statement dated 98,825.00 11/26/2014 and deed to new owners. 2. Pro ration of taxes. See Settlement Statement dated 11/26/14 933.67 TOTAL(Also enter on Line 1,Recapitulation.) S 99 758.67 If more space is needed,use additional sheets of paper of the same size. REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: JEANETTE L. FENTON 21 13 0714 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. Miscellaneous personalty 862.00 TOTAL(Also enter on Line 5,Recapitulation) $ 862.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JEANETTE L. FENTON 21 13 0714 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 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: 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 5 . Accountant Fees: 6. Tax Return Preparer Fees: 7. Bank Fees 35.00 + 35.00 + 10.00 + 10.00+ 10.00+ 7.50 107.50 8. Gene Sheaffer Paint Garage 450.00 9. Reimburse Paul Fenton for home repairs, paint, etc. 176.23 +277.38 + 965.06 1,418.67 10. Gill's Flooring Carpet in house to sell 2,825.00 11. Seller's Expenses for sale of real estate. See attached Settlement Sheet 11/26/14 11,693.72 12. Miscellaneous and Final Probate 500.00 TOTAL(Also enter on Line 9,Recapitulation) 5 16 994.89 If more space is needed,use additional sheets of paper of the same size. REV-1512 Ex+(12-12) pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES&LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER JEANETTE L. FENTON 21 13 0714 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. Interest paid on Loan Account#4003048109974494 since date of death. 317.78 2. Nationwide Insurance-Homeowners Insurance 54.21 +54.21 + 54.21 + 64.21 +64.20 + 613.97 76.41 +22.21 + 71.49 +76.41 + 76.41 3. United Water 11.54 +23.30 + 11.76 +11.80+11.80+11.62 +11.92 +18.23 + 8.61 120.58 4. UGI 187.35+113.18+33.70+24.95+26.12 +51.47 +27.63+49.42 +60.36 474.18 5. PPL Electric 27.14+52.13 + 17.39+33.16+26.48+25.59 +25.46+24.08 231.43 6. Borough of Mechanicsburg Sewer/Trash 277.20 7. Barry Heckard Tax collector 5.00 8. Miscellaneous 500.00 TOTAL(Also enter on Line 10,Recapitulation) $ 2,540.14 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEANETTE L. FENTON 21 13 0714 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).) 1. Paul Robert Fenton Lineal 6980 Middle Ridge Road 25% Residuary Newport, PA 17074 2. Denise J. Fenton Lineal 6980 Middle Ridge Road 25% Residuary Newport, PA 17074 3. Tonya E. Fenton Lineal 1010 Lincoln Street 12.5% Residuary Duncannon, PA 17020 4. Cortney M. Fenton Lineal 6980 Middle Ridge Road 12.5% Residuary Newport, PA 17074 5. Tiffany A. Fenton Lineal 6980 Middle Ridge Road 12.5% Residuary Newport, PA 17074 6. Vincent W. Schmaltz Lineal 68 MeadowBrook Rd Trlr Park 12.5% Residuary New Cumberland, PA 17070 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. jI. 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 TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S If more space is needed,use additional sheets of paper of the same size. r LAST WILL AND TESTAMENT I,JEANETTE L.FENTON,of the Borough of Mechanicsburg,County of Cumberland, � and Commonwealth of Pennsylvania,being of sound and disposing mind,memory and understanding,do make,publish and declare this as and for my Last Will and Testament, i hereby revoking and making void all former wills and codicils by me at anytime heretofore I made. I FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Executrix,as the case may be,hereinafter named,as soon as conveniently may be done after my decease. SECOND. I order and direct that all the rest,residue and remainder of my Estate,real, personal and mixed,whatsoever and wheresoever situated,be divided into eight(8)equal parts, which parts shall be distributed and disposed of as follows: A. I give,devise and bequeath four(4)equal parts of my residuary Estate unto my son and daughter-in-law,namely,PAUL ROBERT FENTON and DENISE J. FENTON,or the survivor of them if either should predecease me,absolutely. If both of the above named persons should predecease me,I order and direct :7 ff tl<iat said four(4)equal parts of my residuary Estate shall be distributed in equal shares a�ong their children,namely,TONYA E.FENTON,CORTNEY M.FENTON and �. -' _) FANY A.FENTON,share and share alike,subject,however,to the protective trust Y �> pvisions as contained in Item Third hereinbelow. t �= o B. I give,devise and bequeath one(1)equal part of my residuary Estate unto my granddaughter,namely,TONYA E.FENTON,subject,however,to the protective trust provisions of Item Third hereinbelow. C. I give,devise and bequeath one(1)equal part of my residuary Estate unto my granddaughter,namely,CORTNEY M.FENTON,subject,however,to the protective LAW OFFICES trust provisions of Item Third hereinbelow. - SNELBAKER& BRENNEMAN,P.C. D. I give,devise and bequeath one(1)equal part of my residuary Estate unto my granddaughter,namely,TIFFANY A.FENTON,subject,however,to the protective trust provisions of Item Third hereinbelow. E. I give,devise and bequeath one(1)equal part of my residuary Estate unto my i i grandson,namely,VINCENT W.SCHMALTZ,subject,however,to the protective trust provisions of Item Third hereinbelow. THIRD. If any beneficiary named hereinabove has not attained the age of thirty(30) years at the time of distribution of my Estate,I order and direct that the distributive share of each such person shall be paid over and delivered unto my testamentary Trustee hereinafter named,IN TRUST,NEVERTHELESS,to hold,manage,invest,accumulate income and reinvest until said beneficiary attains the age of thirty(30)years,at which time said trust shall be terminated and the net proceeds thereof be paid over to the beneficiary absolutely. I authorize and empower my said Trustee to invest the assets of said trust in any reasonable manner and not be limited or restricted to so-called"legal'or statutory investments for fiduciaries. I designate any trust hereunder to be a spend-thrift trust. The beneficiary shall have no right to invade,pledge,assign or otherwise dispose of the assets of said trust(including income)nor shall any creditor of a beneficiary have any right to seize,levy or execute upon said assets by reason of any pledge,assignment or other transfer,voluntarily or involuntarily, made by said beneficiary. LASTLY. I nominate,constitute and appoint my son,namely,PAUL ROBERT FENTON,to be the Executor of this,my Last Will and Testament,and Trustee of any trust created under Item Third hereinabove,but if for any reason he should fail to qualify as such Executor or Trustee,or cease so to serve,then and in that event,I nominate,constitute and appoint my daughter-in-law,namely,DENISE J.FENTON,to be the Executrix hereof and/or Trustee hereunder,each and both to serve without bond or other security as a condition of qualiticati an as a fiduciary hereunder. IN WITNESS WHEREOF,1,JEANETTE L.FENTON,have hereunto set my hand and LAW OFFICES SNELBAKER& -2- BRENNEMAN.P.C. 'I t seal to this my Last Will and Testament,which consists of three(3)typewritten pages to each of which I have affixed my signature this 10a'day of March,A.D.Two Thousand Nine(2009). (SEAL) anette L.Fenton The preceding instrument,consisting of this and two(2)other typewritten pages,each Identified by the signature of the Testatrix,was on the date thereof signed,sealed,published and declared by JEANETTE L.FENTON,the Testatrix therein named,as and for her Last Will and Testament,in the presence of us,who,at her request,in her presence and in the presence of each other,have subscribed our names as witnesses hereto. OMMONWEALTH OF PENNSYLVANIA) SS. OUNTY OF CUMBERLAND ) We,JEANETTE L.FENTON,RICHARD C.SNELBAKER and SANDRA K. HOWERS,the Testatrix and the witnesses,respectively,whose names are signed to the ttached or foregoing instrument,being first duly sworn,do hereby declare to the undersigned uthority that the Testatrix signed and executed the instrument as her Last Will and Testament nd that she had signed willingly,and that she executed it as her free and voluntary act for the urposes therein expressed,and that each of the witnesses,in the presence and hearing of the estatrix,signed the Will as a witness and that to the best of his or her knowledge,the Testatrix as at that time eighteen years of age or older,of sound mind and under no constraint or undue nfluence. Testatrix Witness i Witness Subscribed,sworn to and acknowledged before me by JEANETTE L.FENTON,the estatrix,and subscribed and sworn to before me by RICHARD C.SNELBAKER and ANDRA K.SHOWERS,the witnesses,this 10th day of March,2009. LAW OFFICES COMMONWEALTH OF PENNSYLVANIAN SNELBAKER Sc Noel SBa) Notary Public BRENNEMAN.P.C. Susan LMavan,NotaryPublic Mechanicsburg Boro,Cumberland County My Commission Expires Nov.24,2011 Member.P"ne,""'i-e—"'aflon of Notaries _3_ UMU APPMV81 M.2WZ-UWb] A. SETTLEMENT STATEMENT(HUD-1) B. TYPE OF LOAN Abstract Land Associates,Inc. 1. FHA 2.❑ RHS 3. CONV.UNINS. 4. ❑VA 5.❑CONV.INS. 3*! (*a 3912 Market Street 6. ESCROW FILE NUMBER: 7. LOAN NUMBER: 01416366-001 MAW MBG1410062031 Camp Hill,PA 17011 (717)763-1450 8. MORTGAGE INSURANCE CASE NUMBER: FINAL C.NOTE: This form is furnished to give you a statement of actual settlement costs Amounts paid to and by the settlement agent are shown. Items marked"(P.C.C.)"were paid outside the closing;they are shown here for informational purposes and are not included in the totals. D. NAME OF BORROWER: Bonita P.Hoch ADDRESS OF BORROWER: 15 Chestnut Street Camp Hill PA 17011 E. NAME OF SELLER: Estate Of Jeanette L. Fenton ADDRESS OF SELLER: 420 West Simpson Street Mechanicsburg PA 17055 F. NAME OF LENDER: Residential Mortgage Services Inc. ADDRESS OF LENDER: 24 Christopher Toppi Drive South Portland,ME 04106 G.PROPERTY LOCATION: 420 West Simpson Street Mechanicsburg;PA 17055 Cumberland County 20-23-0567-041 Parcel#20-23-0567-041 H. SETTLEMENT AGENT: Abstract Land Associates,Inc.,3912 Market Street,Camp Hill,PA 17011 (717)763-1450 PLACE OF SETTLEMENT: 3912 Market Street,Camp Hill,PA 17011 I. SETTLEMENT DATE:11/26/2014 PRORATIONDATE: 11/26/2014 DISBURSEMENT DATE: 11/26/2014 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION ,.......,:. x. 101. Contract Sales Price 98,825.00 401. Contract Sales Price 98,825,.00 102. Personal Property 402. Personal Property 103. Settlement charges to Borrower(line 1400) 5,635.49 403. 104. 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. Cit/Town Taxes 406. Cit frown Taxes 107. County Taxes 11/26/14 to 12/31/14 62.60 407. County Taxes 11/26/14 to 12/31/14 62.60 108. Assessments 408. Assessments 109. School Tax 11/26/14 to 06/30/15 822.74 409. School Tax 11/26/14 to 06/30/15 822.74 110. Sewer/Trash 11/26/14 to 12/31/14 48.33 410. Sewer/Trash 11/26/14 to 12/31/14 48.33 111. 411. 112. 412. 113. 413. 114. 414. 115. 415. 120. GROSS AMOUNT DUE FROM BORROWER: 105,394.16 420. GROSS AMOUNT DUE TO SELLER: 99,758.67 200";.AMOUNT5;PAID`B 3QR IN BEHALF OE.BORR(�WER,,;'Ij'';_. 0 RED a IONS IN'AINO'NT DUE lb SEIL1 R ' 201. Deposit or earnest money 2,000.00 501. •Excess deposit see instructions) 202. Principal amount of new loan(s) 79,060.00 502. Settlement charges to Seller(line 1400) 9,693.72 203. Existing loan(s)taken subject to 503. Existing loan(s)taken subject to 204. Excess Borrower Deposit 25.00 504. Payoff of 1 st mtg.loan to PNC Bank 7,574.74 205. 505. Payoff of second mortgage loan 206. Seller Assist 2,000.00 506. Seller Assist 2,000.00 207. 507. 208. 508, 209. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. Cityfrown Taxes 510. Cit frown Taxes 211. County Taxes 511. County Taxes 212. Assessments 512. Assessments 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER: 83,085.00 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 19,268.46 300";CASH AT$ETTLEMENl'FRONVTO ORFtOWEk'I r71'a,;-,n ,y ,' 00;CASIi, ;r TTLEMENTtgTo/FFOM,S�IlEf_ 301. Gross amount due from Borrower(line 120) 105,394.16 601. Gross amount due to Seller(line 420) 99,758.67 302. Less amount paid by/for Borrower(line 220) 83,085.00 602. Less reduction in amount due Seller(line 520) 19,268.46 303. CASH(®FROM) ( ❑ TO)BORROWER: 22,309.16 603. CASH(❑ FROM) (® TO)SELLER: 80,490.21 The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.This agency may not collect this - Information,and you are not required to complete this form,unless it displays a currently valid OMB control number.No confidentiality is assured;this disclosbre is mandatory.This is designed to provide the parties to a RESPA covered transaction with information during the settlement process. Previous editions are obsolete Paoe 1 of 5 HUD-1 It.;,+.7,00 sxTOTAL:REALISTATE.BR01(ER FEES: ,�,a.s. <;a .r . :rk» .Yr §,ar :'y a,we, DIVISION OF COMMISSION(LINE 700)AS FOLLOWS: PAID FROM PAID FROM BORROWER'S FUNDS SELLER'S 701. $3,264.75 to BHHS Homesale Realty AT SETTLEMENT FUNDS AT 702. $2,964.75 to RSR Realtors LLC SETTLEMENT 703. Commission paid at settlement 6,229.50 704. 705. sod'.1 ITEMS'PAYABLE,IN CONNECTION WO1H BAN 0+4M `,�t .r;j?.}f,, �s i4sar+ ns x j� € j+ r p Q C r ra:'f .s „1f 1 '€xf}a a,'•: 801. Our origination charge $974.00 (from GFE#1) 802, Your credit or charge(points)for the specific Interest fate chosen $790,60 (from GFE#2) 803. Your adjusted origination charges (from GFE A) 1,764.60 804. Appraisal fee to Charles E.Garner(Borrower POC) (from GFE#3) (400.00)B 805. Credit report to Birchwood Credit Services,Inc. (from GFE#3) 78,95 806. Tax service (from GFE#3) 807. Flood certification to First American Flood (from GFE 03) 15.00 808. 809. 810. 901. Daily interest charges (from GFE#10) 50.09 from 11/26/2014 to 1211/2014 @$10.0179/day % (5 days) 902. Mortgage insurance premium for 0 month(s) (from GFE#3) 903. Homeowner's insurance for 1 year(s)to Mellife Auto&Home (from GFE#11) 473.00 904. 905. 1'0'W2f RESERVESDEPOSITEDVIA7FL'ANDER +?.;u(, a�rnr rM #�s fate+ `e _ ,.;tt .,,,, f c�... .4 > 3 ? °.• . {. .A. , 1 (" 1001. Initial deposit for your escrow account (from GFE#9) 785.10 1002" Homeowner's insurance 3 months @$ 39.42 per month $118.26 1003" Mortgage insurance months @$ per month 1004. City property taxes months @$ per month 1005" County property taxes 10 months @$ 54.41 per month $544.10 1006. Annual assessments months @$ per month 1007" School taxes 6 months @$ 115.86 per month $695.16 1008 months @$ per month 1009" Aggregate Acct.Adj. months @$ per month -$572.42 '�1100 71TLE`CHARGES'� �'�a r h#r,`i:•.i �°'r.g`k`.�it `+sS�',. `� �*. "�•„�� t.�n'+tk'f]�"+�KFf1 ^.� �„T1�:,tdr`�3V')ih,Q:g rt �'�t � t dr 6= sz,?�'x r r`r-i+1 �� 1101. Title services and lender's title Insurance (from GFE#4) 1,190.00 1102. Settlement Or closing fee 1103. Owner's title insurance to Abstract Land Associates,Inc. (from GFE#5) 104.50 1104. Lender's Ville insurance•to Abstract Land Associates,Inc. $790.00 1105. Lender's title policy limit $79,060.00 1106. Owner's title policy limit $98,825.00 1107, Agent's portion of the total title Insurance premium $760.33 to Abstract Land Associates,Inc. 1108. Underwriter's portion of the total title Insurance premium $134.18 to Old Republic National Title Ins.Co. 1109. Ends.100,300,8.1•to Abstract Land Associates,Inc. $150.00 1110. Insured Closing Letter•to Old Republic National Title Ins.Co. $125.00 1111. Notary Fees•to Settlement Officer $45.00 10.00 1112. "See attached for breakdown $80.00 25.00 `7200,GOVERNMENT;RECORDINGAND"TRA►JSFERGHQRGES='rfM,w,}t>'i.'3ft w�^;t`:�,�"'��'�f��,,'i%wE�(`.�,�'��"p;�'�'s1'rs;.POGi�^,lxY're�4l'-ku r��- u i��,9,mh&{��(,,�#n ,�'i.�l�; 1201. Government recording charges (from GFE#7) 186.00 1202, Deed$79.00 Mortgage$107.00 Release$0.00 1203. Transfer taxes (from GFE 96) 988.25 1204. City/County tax/stamps Deed$988.25 Mortgage$0.00 988.25 1205. State tax/stamps Deed$988.25 Mortgage$0.00 1206. Record Mtg.Satisfaction to Recorder of Deed 67.50 1207. „1300,AD DITIONAL"SETTLEMENTY�IiARGES p> ' <;t `: r(.. r1 ! ;; t€.aata afi:r s 1301. Required services that you can shop for (from GFE#6) 1302. 2014 County/Twp Taxes to Barry L.Heckard 718.16 1303. 2014/15 School Taxes to Barry Heckard 1,529.31 1304, Sewer 10/1-12/31/14 to Mechanicsburg Borough 12.6.00 1305. 1306. 1400. TOTAL SETTLEMENT CHARGES(Enter on line 103,Section J-and-line 502,Section Iq 5,635.49 9,693.72 1 have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,It is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. stateof He L Fen on�e1 1 t �GCU rU Bonita P.Hoch Paul R.Fenton,Executor Borrowers Sellers The HUD-1 Settiemenl Statement which I have prepared Is a true and accurate account of this transaction. I have caused or will cause the funds lobe disbursed in accordance With this statement. n'^/ - n7Gt.1w.._ 0 W! Settlement Agent L�2B/14 Date Abstract Land Associates,Inc. WARNING: It is a crime to knovdngly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S.Code Section 1001 and Section 1010. Previous editions are obsolete Paae 2 of 5 HUD-1 tsCraw Number: U141b'JtiU-UU1 MAVV C'o"mparlsor',o Goo ,'i aith" silinate°�t�i )ar d Filjb lyClia g p food FAllh{� tlrti$te"I WlR M Charges That Cannot Increase HUD-1 Line Number Our origination charge #801 974.00 974.00 Your credit or charge(points)for the specific interest rate chosen #802 790.60 790.60 Your adjusted origination charges #803 1,764.60 1,764.60 Transfer taxes #1203 1,010.00 988.25 'CFi"arges:That m TofaliCannot IhCYedae MoP&ThaniTbb/' " °, °GBod' �ith+�§tt atg ll�, Government recording fees #1201 200.00 186.00 Appraisal fee #804 475.00 400.00 Credit report #805 65.00 78.95 Flood certification #807 15.00 15.00 Title services and lender's title insurance #1101 1,105.00 1,190.00 Owner's title insurance #1103 200.00 104.50 # # # Total2,060.00 1,974.45 Increase between GFE and HUD-1 Charges $ -85.55 or -4.1529% Gharges�TJiat'Can.Change ?r,'�`''"'�;st��,; �'1��.�f�l��t� `� _.i..',•� �-�...,., �t �t"t$.�oodFaith�stimate � HUDh Initial deposit for your escrow account #1001 2,377.00 785.10 Daily interest charges #901 $10.0179/day 50.09 50.09 Homeowner's insurance #903 600.00 473.00 At # Loan Terms Your initial loan amount is $79,060.00 Your loan term is 30 years Your initial interest rate is 4.6250% Your initial monthly amount owed for principal,interest,and any $406.48 includes mortgage insurance is ❑X Principal ❑X Interest ❑Mortgage insurance Can your interest rate rise? ❑X No.❑ Yes,it can rise to a maximum of 0.0000%.The first change will be on and can change again every after.Every change date,your interest rate can increase or decrease by 0.0000%.Over the life of the loan,your interest rate is guaranteed to never be lower than 0.0000%or higher than 0.0000%. Even if you make your payments on time,can your loan balance rise? ❑X No.❑ Yes,it can dse to a maximum of$0.00. Even if you make your payments on time,can your monthly amount ❑X No.❑ Yes,the first increase can be on and the monthly amount owed can owed for principal,interest,and mortgage insurance rise? rise to$0.00. The maximum it can ever rise to is$0.00. Does your loan have a prepayment penalty? Q No.❑ Yes,your maximum prepayment penalty is$0.00. Does your loan have a balloon payment? No.❑ Yes,you have a balloon payment of$0.00 due in 0 years on. Total monthly amount owed including escrow account payments ❑You do not have a monthly escrow payment for items,such as property taxes' and homeowner's insurance.You must pay these items directly yourself. X❑You have an additional monthly escrow payment of$209.69 that results in a total initial monthly amount owed of$616.17.This includes principal,interest, any mortgage insurance and any items checked below: ❑X Property taxes 0 Homeowner's insurance ❑Flood insurance ❑ Note:If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Paae 3 of 5 HUD-1 Escrow Number: 01416366-001 MAW BREAKDOWN OF PAYOFF ON HUD LINE 504 PNC Bank Description Amount Principal Balance 7,574.74 Loan# 4003048109974494 Total Payoff 7,574.74 Total as shown on HUD line 504. 7,574.74 Previous editions are obsolete - Paoe 4 of 5 HUD-1 Esorow Number. 01416366-001 MAW HUD 1112 DETAILED.BREAKDOWN OF ADDITIONAL TITLE CHARGES Detail Seller Description Amount Amount 1113. Doc Trans/Wire Fees•to Abstract Land Associates,Inc. . $50.00 1114. Overnight.Fees•to Abstract Land Associates,Inc. $30.00 15.00 1115.Tax Cert Fee to Abstract Land Associates,Inc. 10.00 Total as shown on HUD page 2 Line#1112 25.00 HUD 1200 DETAILED BREAKDOWN OF GOVERNMENT RECORDING AND TRANSFER FEES Buyer Seller Amount Amount City&County Tax/Stamps City Tax/Stamps: Deed $988.25 Total as shown on HUD page 2 Line#1204 988.25 Buyer Seller Amount Amount State Tax/Stamps State Tax/Stamps: Deed $988.25 Total as shown on HUD page 2 Line#1205 988.25 Previous editions are obsolete Paae 5 of 5 HUD-11 y20 W. 5►rr��scr-•Si e4(-1 1 csb ur5 ?A PARCEL NUMBER: 20-23-0567-041 00457D MADE the Zarday of November,in the.year of our Lord,Two Thousand Fourteen (2414), BETWEEN PAUL ROBERT FENTON,EXECUTOR OF THE ESTATE OF JEANETTE L.FENTON,late,of the Borough of Mechanicsburg,Cumberland County, Pennsylvania,GRANTOR,party of the first part, AND BONITA P.HOCH,singlewoman,and MICHELLE L.SHOLLY, singlewoman,of 15 Chestnut Street,Camp Hill,Cumberland County,Pennsylvania, 17011, GRANTEES,parties of the second part,as joint tenants with right of survivorship WHEREAS,the said JEANNETTE L.FENTON became in lifetime lawfully seized in her demesne as of fee of the hereinafter described real estate;and being thereof so seized,made her LAST WILL AND TESTAMENT,in writing,dated the 10'day of March,2009,wherein and whereby she appointed PAUL ROBERT FENTON to serve as Executor;and WHEREAS,the said JEANETTE L.FENTON died on the 13th day of June,2013,and the said LAST WILL AND TESTAMENT having been admitted to probate in Cumberland County,Pennsylvania,was duly probated on the 27th day of June,2013,and is now of record in the Office of the Register of Wills in and for Cumberland County,Pennsylvania,as File No. 2013-00714,as an examination thereof will more fully reveal;and WHEREAS,Letters Testamentary were granted to Paul Robert Fenton on June 27,2013; and WHEREAS,said real estate hereinafter described was not specifically devised to any person or persons by the aforesaid Last Will and Testament and Paul Robert Fenton as Executor, has elected and agreed to sell and convey the same by virtue of the powers conferred upon him, by Sec. 3351 of THE PROBATE,ESTATE and FIDUCIARIES CODE of 1972,as amended. NOW,THIS INDENTURE WITNESSETH,That for and in consideration of the sum of NINETY-EIGHT THOUSAND EIGHT HUNDRED TWENTY-FIVE AND NO/100 ($98,825.00)DOLLARS,lawful money of the United States of America,unto him well and truly paid by the Grantees,at or before the sealing and delivery of these presents,the receipt whereof is hereby acknowledged,and the said Grantor has granted,bargained,sold,aliened,enfeoffed, released,conveyed and confirmed,and by these presents grant,bargain,sell,alien,enfeoff, release,convey and confirm,unto the said Grantee,his heirs and assigns forever. ALL that certain western side of the double dwelling house and lot of ground situated on the north side of West Simpson Street,in the Borough of Mechanicsburg,County of Cumberland, and State of Pennsylvania,more particularly bounded and described as follows,to wit: BEGINNING at a point on the curb line on said West Simpson Street at corner of property(eastern half)of land now or formerly of Dorothy Hess;thence North through the center of the partition of said double dwelling house,seventy and one tenth(70.1)feet to a point at the rear of said building;thence northwestwardly along lot now or formerly of said Dorothy Hess seventy-eight and five tenths(78.5)feet to a stake at Locust Alley; thence along said Alley westwardly twenty-two and five tenths(22.5)feet to a stake at comer of lot now or formerly of Albert J.DeWaire and Eva DeWire,his wife;thence along said lot southeastwardly one hundred forty-five and thirty-five one hundredths(I45.35)feet to a point on the curb line of said West Simpson Street;thence along said curb line eastward fifteen and four tenths(15.4)feet to the place of BEGINNING,having thereon erected the western one-half of a double frame dwelling house,numbered 420 West Simpson Street,Mechanicsburg,Pennsylvania. BEING the same property conveyed to Harvey J.Fenton and Jeanette L.Fenton,his wife,by deed of George E.Rupp-,Executor of the Last Will and Testament of Florence A. Rupp, dated July 10, 1963 and recorded in Cumberland County Deed Book X,Volume 20,Page 176. The said Harvey J.Fenton died on December 1,2005. UNDER AND SUBJECT TO the same rights,privileges,agreements,rights-of-way, easements,conditions,exceptions,restrictions and reservations as exist by virtue of prior recorded instruments,plans,Deeds of conveyances,or visible on the ground. TOGETHER with all and singular,the buildings,improvements,rights,liberties, privileges,hereditaments and appurtenances whatsoever thereunto belonging,or in anywise appertaining,and the reversions and remainders,rents,issues and profits thereof;also the estate, right,title and interest whatsoever,of the said JEANETTE L.FENTON,at and immediately before the time of her decease,in law,equity or otherwise howsoever,of,in,to,or out of the same. TO HAVE AND TO HOLD the said described message or tenement and tract of land, with its hereditaments,and premises hereby granted or mentioned,or intended so to be,with the appurtenances,unto the said Grantees,Bonita P.Hoch,singlewoman,and Michelle L.Sholly, singlewoman,their heirs and assigns,to the only proper use and behoof of the said Grantees, Bonita P.Hoch,singlewoman,and Michelle L.Sholly,singlewoman,their heirs and assigns, forever. AND the said PAUL ROBERT FENTON,Executor of the ESTATE OF JEANETTE L. FENTON,as aforesaid,for himself,his heirs,executors and administrators,does covenant, promise,grant,and agree to and with the said Grantees,their heirs and assigns,by these presents, that he has not heretofore done or committed or knowingly or willingly suffered to be done or committed,any act,matter or thing whatsoever,whereby the premises hereby granted,or any part thereof,is,are,shall,or may be impeached,charged,or encumbered,in title,estate,or otherwise howsoever. Y IN WITNESS WHEREOF,the said PAUL ROBERT FENTON AS EXECUTOR OF THE ESTATE OF JEANETTE L.FENTON,has hereunto set his hand and seal the day and year first above written. In the Presence of: (� c) e.,,,ki , , I PAUL ROBERT FENTON,EXECUTOR OF THE ESTATE OF JEANETTE L.FENTON CERTIFICATE OF RESIDENCE I hereby certify that the precise residence of the within-named Grantees is: 420 W. Simpson Street Mechanicsburg,Pa. 17055 ffkx", Q c...31u . 4merney for Grantees Ag�rn COMMONWEALTH OF PENNSYLVANIA : . SS. COUNTY OF-PERItli�-Cum berk►nd On this,the?�'hday of November,2014,before me,the undersigned officer,personally appeared PAUL ROBERT FENTON,EXECUTOR OF THE ESTATE OF JEANETTE L. FENTON,known to me(or satisfactorily proven)to be the person described in the foregoing instrument,and acknowledged that he executed the same in the capacity herein stated and for the purposes therein contained. IN WITNESS WHEREOF,I have hereunto set my hand and Official Seal. SEAL noa-" ,., ¢LOL L_ Notary Public My Commission Expires: ENAMPOENT OTARIAL SEAL URA A WHALON otary Public Fenton,Jeanette L.Estate Deed P,CUMBERLAND COUNTYion Expires Apr 8, 2015 TAMMY SHEARER RECORDER OF DEEDS CUMBERLAND COUNTY I COURTHOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number-201427621 Recorded On 12/112014 At 1:07:34 PM Total Pages-4 •Instrument Type-DEED Invoice Number- 173183 User ID-KW •Grantor-FENTON,JEANETTE L •Grantee-HOCH,BONITA P •Customer-ABSTRACT LAND ASSOC INC FEES STATE TRANSFER TAX $988.25 Certification Page STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $35.50 DO NOT DETACH JUSTICE RECORDING FEES — $11.50 RECORDER OF DEEDS This page is now part PARCEL CERTIFICATION $15.00 of this legal document. FEES , AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 MECHANICSBURG SCHOOL $494.13 DISTRICT MECHANICSBURG BOROUGH $494.12 TOTAL PAID $2,055.50 1 Certify this to be recorded in Cumberland County PA co RECORDER OF DEEDS Information denoted by an asterisk may change during the verification process and may not be reflected on this page. 004571)