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Home My WebLink About02-17-15 1505610105 REV-1500 EX(Oz-ii)(FI) r!1 LL1ll77Vania OFFICIAL USE ONLY PA Department of Revenue pe nennsY County Code Year File Number Bureau of Individual Taxes IF INHERITANCE TAX RETURN PO BOX 280601 �I 13__ Harrisburg,PA 1'7128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 02/19/2013 03/25/1926 Decedent's Last Name Suffix Decedent's First Name MI Maclay Charles E (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 O 1.Original Return m 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number - Charles E Maclay, Jr Exec (716)984A833 REGISTER Of WILLS IAB ONLY; f TI LJJ Cf) :D First Line of Address 110 Brandywine Dr Second Line of Address 00 f City or Post Office State ZIP Code DATE FILE Williamsville NY 14221 Correspondent's e-mail address: maclay@nextpointllc.com Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. NRE OF RSO SPON OR FILI RETURN RATE ADD/E/ , 6 WJ SIGNATURE OF PREFARER OTHER T AN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedents Name: Charles E maclay RECAPITULATION 1. Real Estate(Schedule A). ..... .... . .... . .... . ..... ....... ...... ...... 1. 2. Stocks and Bonds(Schedule B) .... ..... . .... . .... ........ . .... . ..... . 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . ... . 3. 0.00 4. Mortgages and Notes Receivable(Schedule D). . .... .... .... . .... ........ 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). ..... . 5. 6. Jointly Owned Property(Schedule F) O Separate Billing Requested . ...... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested... ..... 7. 8. Total Gross Assets(total Lines 1 through 7). .... . .... . .. ... .. . . ... . ..... 8. 9. Funeral Expenses and Administrative Costs(Schedule H). . . ..... .. . ..... ... 9. 21,776.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). .. .. . .... . . ... 10. 25,545.00 11. Total Deductions(total Lines 9 and 10)... . . ... . ..... . .. .... . ..... .. . .. . 11. 47,321.00 12. Net Value of Estate(Line 8 minus Line 11) . . .... . ..... .. . ..... ....... . .. 12. 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. TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 0.00 (a)(1.2)X.0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 45 16. 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE . . ...... . .. ....... . ..... .. . .... . .. ..... . ....... ... .. .. . .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Charles E Maclay STREET ADDRESS 7 S Ridge Rd CITY STATE 717007 Boiling Springs PA Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 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) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 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.......................................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ 0 c. retain a reversionary interest .............................................................................................................................. ❑ ■ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ 0 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ 0 ❑ 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 stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the 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-1511 EX+ (08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Charles E Maclay 21-13-0239 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 2 3. 4 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 0.00 Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 3,014.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 0.00 Claimant Street Address City_ State ZIP Relationship of Claimant to Decedent 4. Probate Fees: S. Accountant Fees: 6. Tax Return Preparer Fees: 350.00 7. Insurance-7 S Ridge Road 321.00 8 Real Estate Taxes--7 S ridge road(see attached for detail) 747.00 9 Real estate Taxes-5 S Ridge Road(see attached for detail) 762.00 10 Utilities 1,290.00 11 Settlement Expenses--Sale of 7 S Ridge Road 11,457.00 12 Settlement Expenses-Sale of 5 S Ridge Road(see settlment statement) 3,835.00 TOTAL(Also enter on Line 9, Recapitulation) $ 21,776.00 If more space is needed,use additional sheets of paper of the same size. INVOICE FFeeky. Bontn-en ura & lkyzy War t`t �%T*e;nsvi11e. NY 142 1 E.K,7__ o, Charles E. Maclay c o. i`h.:r es E. Maclay Jr 150 Brandvwine Dr W111iannsville, NY 14221 Invoice Number: 31460 December 22, 2014 A1110ttnt For professional services rendered 5350.00 Previous balance S1.450.00 5/15/2014 Payment - thank you. Check No. 1111 ($1.450.00) Total payments and adjustments (51.450.00) Balance due $350.00 Professional services rendered for preparation of Estate fiduciary 2014 final income tax return. —� ESTATE OF CHARLES MACLAY 313 4W 1124 CHARLES E.MACLAY,JR.,EXEC. 110 BRANLLE,INENY 142 / "Shield- PAY NY 14221 DATE +'� ��- PAY TO THE 4 / BARS U �M&T Bank MEMOR ►�p � T1!:d3 130 29 S-St: -9136'x.4,3-13`60lick 21, interest charges will apply to odiances outsfanarng over _iu uays.R Federal ID Number: 16-1389816 2-72350 J.RODNEY FICKEL INSURANCE AGENCY,INC. WILLIAM K. FICKEL P.O.Box 1 Phone:717-249-2812 151 W.High St. Fax:717-249-0353 1 Carlisle,PA 17013 bfickelQpa.net j l AM,. PAID I CHEO< BALWCE " MONEY BY l DUE I ORDER. 02005> .08L810 holder. This by the policy or policies referenced :sereln. All Other State* This certificate is issued as a matter of information only and confers no rights upon the certificate holder. This certificate does not affirmatively or negatively amend, extend or alter the coverage, terms, exclusions, conditions, or other provisions afforded by the policy referenced herein. In the event the policy is cancelled prior to the expiration date, not)oe will be delivered in accordance with the policy provisions. POLICYHOLDER: ESTATE OF CHARLES E. MACLAY POLICY NUMBER: EFFECTIVE DATE: EXPIRATION DATE 381-0090358290 05/21/2014 : 05,121.f2015 ISSUED BY: FOREMOST INSURANCE COMPANY GRAND RAPIDS, MICHIGAN NAIC#11185 POLICY TYPE: UNIT COVERED(MH ONLY): i SER;AL NUMBER(MH ONLY'): DWELLING LOCATION ADDRESS: 7 S RIDGE RD, BOILING SPRINGS, PA 17007-9701 ADDITIONAL INTEREST#1: : LOAN NUMBER: ADDITIONAL INTEREST#2: LOAN NUMBER: Coverage Limit For Flood Verification-Check if applicable: Dwelling.......................................... $ 124,000 ❑ This document serves as verification that the policy listed includes the peril of flood. Liability: El CPL ❑ LL 2] PL ❑CGL (TX).. $ 300,000 For Golf Cart Liability Verification: Medical Payments.......................... $ 500 All States: The referenced policy is not a motor vehicle liability policy and will not meet your Deductible: $ 1,000state's financial responsibility laws for operation I Total Annual Premium: $ 1,515.00 of a motor vehicle on public highways. North Carolina: Per the terms of the policy, golf cart liability coverage only applies if the golf cart is used for golfing. Texas: If the golf cart is used in connection with farming activities, there is no coverage per the terms of the policy. To obtain additional policy information,please contact: Agent Name: RODNEY J FICKEL INS AGY INC Telephone Number: 717-249-2812 For Certificates issued LA Dept. of Ins. Cert. of Ins. Assigned LDI No. Date (mm/year) in Louisiana: LDI COI 745144 04/11 Real Estate Tax Details 7 S Ridge Road $435.04 Paid 4/16/14 chk # 1049 $240.76 Paid on closing statement for sale of property $71.30 Paid on closing statement for sale of property Total 5 S Ridge Road $ 98.31 Paid 4/16/2014 chck # 1100 $358.88 Paid 8/27/2014 check # 1120 $ 26.13 Paid on closing statement for sale of property $278.91 Paid on closing statement for sale of property Page 1 of 1 JENNIFER LVARNER,TAX COLLECTOR TAXPAYER'S COPY Po Box ao BOILING SPRINGS,PA 17007-0040 KEEP THIS PORTION FOR YOUR RECORD TEMP-RETURN SERVICE REQUESTED �J�nll�ll�lil�illil�li�lnl�l"11�1111�'Il'Ill�l"I""1��'��'I 091030"**"*•'°*"*•"'AUTO`''MIXED AADC 170 110 BRRA�IDYWINE DR JOBYNA M ((IIII II I)({IN I'I��II�II�u III (IIII�')IIII WILLIAMSVILLE NY 14221-1877 I N H To review the assessment data for this property, go to: www.courthouseonline.com>AssessmentOffice>Cumberland>PropertyRecords. Then enter control# 40004797 and password CUQRBPRL .............................................................................................................................................................................................................................................................................................................. K91 ON WiT 1111111=1 I Fit . OR a-Kole =4 WAI -11MUS11101 I Vail • •t WA • IM ME Payable To: JENNIFER L VARNER,TAX COLLECTOR Office Hours: TUES-WED-THUR 9:30AM-3:OOPM PO BOX 40 520 PARK DRIVE(TOWNSHIP BLDG) BOILING SPRINGS,PA 17007-0040 EMAIL:JVARNER@SMIDDLETON.COM Bill No: 3533 PHONE(717)258-0127 Bill Date: 3/1/14 Control No: 40004797 MAP NO: 40-29-2482-082. Assessed Value: Land:47,700 Im rovement:129,300 Total:177,000 Desc: 7 S RIDGE ROAD Discount Face Penalty LAND LESS THAN 1 ACRE Acres 0.36 Deed 0023SO0536 County RE 2.195 $380.75 S388.52 $427.37 County Lib 0.143 $24.80 $25.31 $27.84 11111111111111 IN 111111111 F11 Fire Protc 0.17 $29.49 $30.09 $33.10 $1.00 FEE FOR ADDITIONAL RECEIPT Tax Payer: MACLAY,CHARLES E&JOBYNAM TAX AMOUNT DUE435.04 $443.92 $488.31 110 BRANDYWINE DR WILLIAMSVILLE NY 14221-1877 If Date Of Payment is on I I 5/1/14 thru 6/30/14 711114orLater hell 901111! 111110111110r, ............................................................................................................................................................................................................................................................................................................... 16 5885 6481 JENNIFER VARNER TAX COLLECTOR PRESORTED PO BOX 40 FIRST CLASS MAIL BOILING SPRINGS PA 17007 0040 U.S. POSTAGE PAID PERMIT NO 303 Temp-Return Service Requested EBENSBURG PA 15931 SCHOOL REAL ESTATE TAX STATEMENT ENCLOSED ***************AUTO**MIXED AADC 159 5885'1 MB 0.435 MACLAY CHARLES E&JOBYNA M oma-= 11013RANDYWINE DR r= WILLIAMSVILLE NY 14221-1877 TAX PAYER COPY Bill No: 3517 Control O� Illlll�lllllll�nlllll��rhl�llll�I�II�I�I111� lI1111lIrn,.11� II I I I I it I I I I II VIII I III II III 2014 Statement of Real Estate Taxes Bill Da e: 047 0002058 14 ABLE Assessed Land Improvement Mineral Total JENNIFER VARNER TAX COLLECTOR values 40,000 0 0 40,000 PO BOX 40 SOUTH MIDDLETON S.D. Discount Face Penalty BOILING SPRINGS PA 17007 0040 Rates .00915490 2% 10% SCHOOL R E B 366.20 402.82 ASSESS.NO-40004796 MAP NO: 40-29-2482-081. TAX AMOUNT DUE-----> $358.88 $366.20 $402.82 5 S RIDGE ROAD ACRES .340 DEED 003317631 If Paid On or After 7/0 9/01/2014 11/01/2014 If Paid On or Before 8/31/2014 1 10/31/2014 12/31/2014 ALLENBERRY HILL IF TAXES ARE IN ESCROW FORWARD LOT 93 PLAN C PB 17 PG 49 TO MORTGAGE CO RESIDENTIAL VACANT LAND IF NOT PAID BY 12/31!2014 THIS BILL WILL BE RETURNED TO TAX CLAIM BUREAU FOR COLLECTION :-R 110 BRANDYWINE DR&JOBYNA M WILLIAMSVILLE NY 1 4221-1 877 CE TUE-WED-THU 9:30 AM-3:00 PM Rs: 520 PARK DRIVE(TOWNSHIP BLDG) PHONE:717-258-0127 JVARNER@SMIDDLETON.COM Tax Collector Signature Date Paid Amount Paid "^^ :»^:» ^^•^��^-^»'^ •c^•�^^^,•»^»»kelov.ta-submit-payments-it-paying-in4till-use-ONL-Y the 1ST-coupon-belew-to-subFnit-payment. — TAxYEAR 2014 DATE 7/01/2014 BILL# 3517 TAXYEAR 2014 DATE 7/01/2014 BILL# 3517 PAYABLE TO PAYABLE TO JENNIFER VARNER TAX COLLECTOR JENNIFER VARNER TAX COLLECTOR PO BOX 40 PO BOX 40 BOILING SPRINGS PA 17007 0040 BOILING SPRINGS PA 17007 0040 CONTROL# CONTROL# 040 003582 040 003582 MAP# MAP# 40-29-2482-081. 40-29-2482-081. SCHOOL SCHOOL SOUTH MIDDLETON S.D. SOUTH MIDDLETON S.D. TAX PAYER TAX PAYER MACLAY,CHARLES E&JOBYNA M MACLAY,CHARLES E&JOBYNA M PLEASE WITH SECOND PAYMENT 3RD PLEASE THIRD PAYMENT 2NDRETURNUPON $122.07 ONOR BEFORE 9/30/2014 $122.06 ONOR BEFORE 10/31/2014 $134.28 AFTER 10/31/2014 $134.26 AFTER 10/31/2014 �LpGeftbbindnt Charges ItOO.Tool Real Estate Broker Fees $9,660.00 Paid From Paid From Division of commission(line 700)as Wows: Borrowers Sellers 701.$ 9,660.00 to George L.EVener&Associates Funds at Funds at 702.$ to Settlement Settlement 703.Commission paid at settlement 9,660.00 704. 1705. $00.Items Payable In Connection with Loan 801.Our origination charge $ 795.00 from GFE#1) 802.Your credit or charge(points)for the specific interest rate chosen $-1,014.00 from GFE#2) ,803.Your adlusted origination charges from GFE#A) -219.00 804.A-ppraisal fee to Mark Heckman Real Estate App. from GFE#3) P.O.C.$450.0%B)* 1805.Credit Report to Credstar from GFE#3) 21.20 J806.Tax service to , from GFE#3) 1807.Flood certification to Corelogic Flood Services from GFE#3) 11.50 808. (from GFE#3) 809. (from GFE#3) 810. from GFE#3) 811. (from GFE#3) 00.Items Required by Lender to Be':'aid in Advance 901.Daily interest charges from 06/12/14 to 07/01/14 19 @ $17.131 500/day from GFE#10) 325.50. 902.Mortgage insurance premium for months to (from GFE#3) 903.Homeowners insurance for 1.Oyears to Fetrow Insurance Associates,LLC (from GFE#11) 593.00 904. (from GFE#11) 905. (from GFE#11) 1000.Reserves Deposited with Lender 1001.Initial deposit for your escrow account (from GFE#9) 1,683.761 1002. Homeowner's insurance 3.000 months @ $ 49.42 per month $ 148.26 1003. Mortgage insurance months @ $ per month $ 1004. Property taxes $ 1005. $ 1006. County Property Taxes 5.000 months @ $ 31.43 per month $ 157.15 1007. Local Tax 5.000 months @ $ 4.62 per month $ 23.10 1008. School Taxes 13.000 months @ $ 122.95 per month $ 11,59835 1009. Aggregate Adjustment $ -243.10 1100.Title Charges 1101. TftL-services and lender's title insurance (from GFE#4) 1,579.25 1102. Settlement or dosing fee $ 1103. Owner's title insurance to Tri-County Abstract/Agent for First American (from GFE#5) 9075 1104. Lender's title insurance to TrimCou:.ty Abstract/Agent for First American $ 601.50 1105. Lender's title policy firnit(End.8,1,�9,300) $ 135,200.00 1106. Owner's title policy limit $ 169,000.00 1107. Agent's portion of the total title ins;;rance premium to Tri-County Abstract/Agent for First American $ 601.50 1108. Underwriter's portion of the total title insurance premium to Tri-County Abstract/Agent for First American $ 542.25 1109. $ 11% $ 1111. $ 1112. $ 1113. $ 1200.Government Recording and Transfer Charges 1201.Government recording charges , to Cumberland County Recorder's Office from GFE#7) 168.00 1202. Deed $ 67.00 Mortgage $ 101.00 Releases $ Other $ 1203.Transfer taxes to Cumberland County Recorder's Offloe (from GFE#8) 1,690.00 1204.Cfty/County tax/stamps $ 1,690.00 $ 1205.State taylstamps $ 1,690.00 $ 1 1,690.00 1206. 1207. 1.300.Additional Settlement Charges: 1301.Required I services that you can shoo for (from GFE#6) 1302. Final Water/Sewer to SMTMA $ 106.56 1301 $ 1304. $ 1305. $ 1400.Total Settlement Charges(enter on lines 103,Section J and 02,Section K) 5,943.961 11,456.56 ,Paid outside otdosimby borrmw(B),sefler(S),lerxk.r(L).or third-oaty(T) Ci,rn+parison of Good Faith Estimate(GFE)and HUD-1 Charges Good Faith Estimate HUD-1 Charges That Cannot Increase HUD-1 Line Number Our origination charge # 801 795.00 795.00 Your credit or charge(points)for the specific rate chosen # 802 -1,014.001,014 Your adjusted origination ination charges # 803 219.00 -214.00 Transfer taxes #1203 1,690.00 1,690.00 Charges That in Total Cannot Increase More than 10% Good Faith Estimate HUD-1 Government recording charges #1201 220.00 168.00 Appraisal fee # 804 450.00 450.00 Credit report # 805 60.00 21.20 Flood certification # 807 11.50 11.50 Total 741.50 650.70 Increase between GFE and HUD-1 Charges $ -90.80 or 12.25°/ Charges That Can Change Good Faith Estimate HUDA Initial deposit for your escrow account #1001 3,250.00 1,683.76 Daily interest charges # 901 $ 17.131500/day 291.24 325.50 Homeowner's insurance # 903 600.00 593.00 Title services and lender's title insurance #1101 1,675.00 1,579.25 Owner's title insurance to TrimCourty Ab`tract/Agent for First Amerk #1103 175.00 90.75 Loan Terms Your initial loan amount is $135,200.00 Your loan term is 30.00 years Your initial interest rate is 4.6250% Your initial monthly amount owed for principal,interest and $695.12 includes any mortgage insurance is ❑X Principal 0 Interest ❑ Mortgage Insurance Can your interest rate rise? 0 No ❑ Yes,it can rise to a maximum of %. The first change will be on and can change again every_months after Every change date,your interest rate can increase or decrease by %. Over the life of the loan,your interest rate is guaranteed to never be lower than %or higher than %. Even if you make payments on time,can your loan balance rise? ❑X No ❑ Yes,it can rise to a maximum of$ Even if you make payments on time,can your monthly ❑X No ❑ Yes,the first increase can be on and the monthly amount owed for principal,interest,and mortgage insurance rise? amount owed can rise to$ The maximum it can ever rise to is$ Does your loan have a prepayment penalty? Q No ❑ Yes,your maximum prepayment penalty is$ Does your loan have a balloon payment? ❑X No ❑ Yes,you have a balloon payment of$ due in_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$208.42 that results in a total initial monthly amount owed of$903.54. This includes principal,interest,any mortgage insurance and any items checked below: X❑ Property taxes ❑X Homeowner's insurance ❑ Flood insurance ❑ ❑X Local TaxX❑ School Tax Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. HUD-1 Attachment Borrowegs): Paul C. Shiley Sellei(s): Estate of Charles E. Maclay PO Box 526 7 South Ridge Street Boiling Springs, PA 17007 Boiling Springs, PA 17007 Lender: Fulton Bank Settlement Agent:Bradley L. Griffie, Esquire (717)243-5551 Place of Settlement:200 North Hanover Street Carlisle, PA 17013 Settlement Date:June 12, 2014 Property Location:7 South Ridge Road Boiling Springs, PA 17007 Cumberland County, Pennsylvania Adjusted Origination Charge Details Origination Charge Origination Fee 795.00 to Fulton Bank Total $ 795.00 Origination Credit/Charge points) for the specific interest rate chosen Credit/Charge -1,014.00 to Fulton Bank Total $ -1,014.00 Adjusted Origination Charges $ -219.00 Reserves Deposited with Lender Homeowner's Insurance 148.26 3.000 at 49.42 per month County Property Taxes 157.15 5.000 at 31.43 per month Local Tax 23.10 5.000 at 4.62 per month School Taxes 1,598.35 13.000 at 122.95 per month Aggregate Adjustment -243.10 Total $ 1,683.76 Title Services and Lender's Title Insurance Details BORROWER SELLER Title Search 135.00 to Tri-Cou my Abstract Svcs. Closing Protection Letter 75.00 to FirstAmerican Title Ins. Co. Approved Atty. Title Ins. 702.75 to Bradley L. Griffie, Esquire HUD-1 Attachment - Continued Lender's title insurance 601.50 to Tri-County Abst!act/Agent for First American Total $ 1,579.25 $ 0.00 Owner's Title Insurance BORROWER SELLER Owner's Policy Premium 542.25 to Tri-County Abstract/Agent for First American Total $ 90.75 $ 0.00 Lender's Title Insurance BORROWER SELLER *fees also shown above in Title Services and Lenders Title Insurance Details Lender's Policy Premium 451.50 to Tri-County Abstract/Agent for First American Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge ALTA Endorsement Form 8.1 (Environmental Protection 50.00 Lien) ALTA Endorsement Form 9 (Restrictions, 50.00 Encroachments, Min.) 300 Mortgage Survey Exception 50.00 Total $ 601.50 $ 0.00 B. Type ol Loan 1.Q FHA 2.Q RHS 3.[X'j Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 14-1958MM 438989 4.❑VA 5.❑Conv. Ins. C.Note:This form is furnished to give you'a statement of actual settlement 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 informational purposes and are not included in the totals. D.Name&Address of Borrower: .~ E. Name&Address of Seller: F. Name&Address of Lender: Janelle N.Weaver Estate of Charles E.Maclay Members 1st FCU 5000 Louise Drive,Mechanicsburg,PA 17055 G. Property Location: H.Settlement Agent I.Settlement Date:09/26V2914 5 S. Ridge Rd. Members 1 st Settlement Company,LLC Disbursement Date:09/26/2014 Boiling Springs,PA 17007 5000 Louise Drive,Mechanicsburg,PA 17055 South Middleton Township + Phone:717-795-6006 Fax:717-458-6288 Place of Settlement TitleExpress 1166 YVahA Bottom Road,Carlisle,PA 17013 Printed 09(23/2014 at 8:08 am by KL K.Summary of Seller's Transaction tfQ._ arassA6ofarrEDYeira■t.BoRas r: 400`.::Goss Amount bud to Seller. 101 embadsallessprice 42,500.00 401. Contract sales price 42,510..00 102. PmondpqMq 402. Personal property 103_ SeZlwwA d=jm b boaoaer Wi 1400) 4,536.52 403. 104. {; 404. 105. 405. for ferns paid by seller in a lvance A4ztm&fts for items paid by seller in advance 106. COj ft m taxes to 406. CByhown taxes to 107. Courtly taxes O926r2014 to 12/31/2014 26.13 40T. County taxes 0926/2014 to 12/31/2014 26.13 108. School taxes 09/20014 to 064302015 278.91 408. School taxes OgV2612014 to 0002015 278.91 109. 409. 110. 410. 411. 112. _' _ _� 412. - 120. Gross Amount Due from Borrower 47,741.56 420. Gross Amount Due to Seller 42,805.04 200: Atilounts�adla orirjBehal#o>(��oaoviier : SQO t Redyctionsln Amourtl DuQ',lSte) . 201. Deposit or earnest money - 2,500.00 501. Excess deposit(see instructions) 202. Amount of Loan$137,200.00 502. Settlement charges to seller(line 1400) 3,835.00 203. Existing loos taken subject to 503. Existing loan(s) taken subject to 204. Lender Constr Escrow$129,000.0fi 504. Payoff of first mortgage loan 205. Loan Advance 8,200.00 505. Payoff of second mortgage loan 206. 506. 207. Credit for Appraisal Fee(POC BUYER) 425.00 507. 208, 508. 209. 509. Adjustments for items unpaid by seller; Adjustments for items unpaid by seller 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. School taxes to 512. School taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220• Total Paid b Ifor Borrower 11,125.00 520. Total Reduction Amount Due Seller3,835.00 UVVV LUullti VIIm,IvrowldlllWuuly,rH I I11.100 G. Property Location: H.Settlement Agent I. Settlement Date:09/26/2014 5 S. Ridge Rd. Members 1st Settlement Company,LLC Disbursement Date:09/26/2014 Boiling Springs, PA 17007 5000 Louise Drive,Mechanicsburg,PA 17055 South Middleton Township Phone:717-795-6006 Fax:717458.6288 Place of Settlement: TitleExpress 1166 Walnut Bottom Road,Carlisle,PA 17013 Printed 09/23/2014 at 8:08 am by KL J.SummM of :. Transaction 100. Gross Amount Dui rbm3prr�wer, 4t1 '. Ga[>izit$ aalle s. _ ' t 4, ,. � � 101. Contract sales price 42,500.00 401. Contract sales price 42,500.00 102. Personal property 402. Personal property 103. Settlement charges to borrower(line 1400) 4,936.52 403. 104. 404. 105. 405. Adusimerft for items paid by seller in advance Adjustments for items paid by seller in w1vance 106. Cityitown taxes to 406. Cityltown taxes to 107. County taxes 09/26/2014 to 12/31/2014 26.13 407. County taxes 09/26/2014 to 12/31/2014 26.13 108. School taxes 09/26/2014 to 06/30/2015 278.91 408. School taxes 09/26/2014 to 000f2015 278.91 109. 409. 110. 410. 111. 411. 112. � 412. ---- 120. Gross Amount Due from Borrower 47,741.56 420. Gross Amount Due to Seller 42,805.04 200: AMounts i W- ort Behalf:o 201. Deposit or earnest money 2,500.00 501. Excess deposit(see instructions) 202. Amount of Loan$137,200.00 502. SeU m nt charges to seller(line 1400) 3,835.00 203. Existing loa s taken subject to 503. Existing bas taken subject to 204. Lender Constr Escrow$129,000.00 504. Payoff of first mortgage loan 205. Loan Advance 8,200.00 505. Payoff of second mortgage loan 206. 506. 207. Credit for Appraisal Fee(POC BUYER) 425.00 507. 2018. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. City/to%m taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. School taxes to 512. School taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220• Total Paid by/for Borrower 11,125.00 520. Total Reduction Amount Due Seller 3,835.00 300: daih at 301. Gross amount due from borrower(line 120) 47,741.56 601, Gross amount due to seller(line 420) 42,805.04 302. Less amounts paid by/for borrower(line 220) 11,125.00 602. Less reductions in amount due seller(line 520) 3,835.00 303. Cash X❑ From ❑ To Borrower 36,616.56 603. Cash ❑X To ❑ From�:Seller 38,970.04 e Public Keporbng u en or is w ion o in Orme on is estimated minutes per response or collecting,review+ng,a repo ing a is agerK.y may no is in orm orA•a you a requ complete this form,unless it displays a currently valid OMB control number.No confidentiality is assured;this disclosure is mandatory.This Is designed to provide the parties to a RESPA covered transaction with information during the settlement process /�lO.i. ,gyp •'� � ,I:;`�.X T�k''�a:�"`.�,Fi�?�+ :..tV�_>,'S� a�Y r'.(:. Y,�.�� .t2�'`R+X.}L1 ..'r�r�:,.t*ti 4`•�.t`� n! i+.��!' . M ��r: a��x �+ r ss��. ,� �s,�x✓i�` � y �{ s,�� w _ r ' ?fa►?t......-.• .a..�.�. ;K .}r„2.,..u5`x'x:`2�3�;;z.,s,,<,.w..i'.,... Y`A+.�>-r,.., '�.., �Y. ,T,S 5i ..•a:. 701. $0.00 to Ebener&Associates ' 702• $3,400.00 to Ebener&Associates 703. Commission paid at settlement BOO., 801. Our origination charge (Includes C,igination Point 0.000%or$0.00) $595.00 (from GFE#1) 802. Your credit or charge(points)for the specific interest rate chosen (from GFE#2) 803. Your adjusted origination charges (from GFE A) 595.00 804. Appraisal fee to Members 1st FCU (from GFE#3) 425.00 805. Credit report to from GFE#3 806. Tax service u; to from GFE#3 807. Flood certification to from GFE#3 808. Lenders Inspection Fees to Members 1st FCU (from GFE#3) 625.00 900 _,lfe�s_.�� -�deF �`��erd AdxaA •'� ��, � r� �r,�� a �s , y> �� F � _ - - Y :,�d%�`�+x Y.€n.;.� ->.s• 'ts'a�,.� `'�r.�v.fe.." .�A:�4...., e...<?;,. .:'�..w:,r-',a�-e�hL-.,,r�a`.,�. 901. Dailyinterest.charges from from 09/26/2014 to 10/01/20.14 @$0.00/day (from GFE#10) 902. Mortgage insurance premium for months to (from GFE#3) 903. Homeowner's insurance for 1 years to Bob Martin Agency,Inc.,Good $286.00 P.O.C. B' (from GFE#11) 904. months to from GFE#11 1001. Initial deposit for your escrow account (from GFE#9) 1,339.52 1002. Homeowner's insurance 9 nonce @$ 23.83/month $214.47 1003. Mortgage insurance months @$ 0.00/month $ 1004.County/Township tax 12 months @$ 62.50/month $750.00 1005.County taxes months @$ 8.19/month $ 1006.School taxes 10 more is @$ 145.83/month $1,458.30 1007.Aggregate Adjustment $-1,083.25 1:1b0 T�tte;�h �<,,#�, _�.- �+.,-�;,_ 4 �� tti'•. � �Y ��;� u ri ,Y/` �y '��''� .�,.'^F",.-. w_.�- ...�'..'.� e ..`r. ..;4.✓#.t..,..L'^z'r.`.s..., -:u: -.,�, z'G>,.'.C`L`.. .� 1101. Title services and lendeds title insurance $ from GFE#4 1,265.00 10.00 1102. Settlement or dosing fee to $ 1103. Owner's title insurance-First Amercan Title Insurance Company $ from GFE#5 50.00 1104. Lender's title insurance-First American Title Insurance Company $1,090.00 1105. Lender's title policy limit$137,200.00 Lender's Policy 1106. Owner's title policy limit$0.00 Owner's Policy 1107. Agent's portion of the total title insurance premium $991.80 to Members 1st Settlement Company,LLC __- 1108. Underwriter's portion of the'total Us insurance premium $148.20 to First American Title Insurance Company 1109. 100 No Viol\100 to First American Title $50.00 Insurance Company 1110. 300 Survey\300 to First American Title $50.00 Insurance Com an 1111. 900 EPL-Res\8.1 to First American Title $50.00 Insurance Company �fN�"�� `�.�•',....... .�t"�1rA.:_.t._. .:. �: ,�K�.�:k?��2 M>J�:�x:7�k`'%:�'�x,�':. :�';�.��`" ?a7" h3x sW�c� s .rx�z:. 1201. Government recording charges $ (from GFE#7) 188.00 1202• Deed$81.00 Mortgage$107.00 Release$ 1203. Transfer taxes $ (from GFE#8) 425.00 1204. City/County tax/stamps Deed$425.00 Mortgage$ 1205. State Tax/stamps Deed$425.00 Mortgage$ 425.00 1206. Deed$ Mortgage$ 1207. Record Stip v.Liens 24.00 .y.., yy� - _; -•.err <"�'.Y -a ��t' '�"e?' ✓' n, t fi r r x4 .�.t 1300Ydlwsk'aE � > Y < �T` MS .� i 4r�.r R u S 7Fc xr P -. 1301. Required services that you can shop for (from GFE#6) 1302. Deed Prep(PAC Seller) to Tom Flower, 1303. to 47AA Ln 901, Daily interest charges from from 09126/2014 to 10/01/2014 @$0.00/day (from GFE#10) 902. Mortgage insurance premium for months to (from GFE#3) 903. Horneowner's insurance for I years to Bob Martin Agency,Inc.,Good $286.00 P.O.C.(B*)(from GFE#11) 904. months to (from GFE#11) 1001. t*W deposit for your escrow accotmt (from GFE#9) 1,339.52 1002-Hoeownees iinsuram 9 months @$ 23.83/month $214.47 1031 Umvew ksizar" months @$ 0.00/month $ ION-O"tyf Town*itax 12 months @$ 62.50/month $750.00 Ims.Cmily Uces months $ 8.19/month $ 100&sulloatmOs 10 months @$ 145.83/month $1,458.30 1007.#qWa_q&A*:=ed $-1,083.25 IWL Tde swdm: bridlers Me k=xanim $ from GFE#4) 1,265.00 10-00 I $to f or dDsiv fee 1103. Owner%We insawm-First American TWe hisurdrice Company $ from GFE A) 50.00 I Title insurance $1,090.00 ill(ld. LendWs tide insurance-First American In Company 1105. Lender's title policy limit$137,200.00 Lenders Policy 1106. Ownees title policy limit$0.00 Owners Policy 1107. Agent's portion of the total title insurance premium $991.80 to Members 1st Settlement Company,LLC 1108. Underwriters portion of the total bile insurance premium $148.20 to First American Title Insurance Company 1109. 100 No Vio1\1 00 to First American Title $50.00 Insurance Company 1110. 300 Survey\300 to First American Title W.00 Insurance Com22ny 1111. 900 EPL-Res\8.1 to First American Tide $50.00 Insurance Company 120 1201. Government recording charges $ (from GFE#7) 188.00 1202. Deed$81.00 Mortgage$107.00 Release$ 1203. Transfer taxes $ (from GFE#8) 425.00 1204. City/County tax/stamps Deed$425.00 Mortgage$ 1205, State Tax/stamps Deed$425.00 Mortgage$ 425.00 1206. Deed$ Mortgage$ 1207. Record Stip v.Liens 24.00 qa., 1301.Required services that you can shop for (from GFE#6) 1302. Deed Prep(POC Seller) to Tom Flower,Esq. 1303, to 1304. to 1305. to on lines 103,Section J and 502,Section K) 4,936.52 3,83EO0] *Paid outside of closing by(B)orrower,(S)eller,(L)ender,(I)nvestor,Bro(K)er."Credit by lender shown on page 1.***Credit by seller shown on page 1. Previous editions are obsolete Page 2 of 4 HUD-1 fi? . n arison of Good Faith Estimate 3F and HUD-1 Charges— P Good Faith Estimate HUD= ,fiarges That Cannot Increase HUD-1 Line Number Our origination charge 801 595.00 595M c Your credit or charge(points)for the sp( -ific interest rate chosen # 802 0.00 0M Your adjusted origination charges # 803 595.00 595M Transfer taxes # 1203 1,715.00 425.00 Charges That in Total Cannot Increas-)More Than 10% Good Faith Estimate HUM. Government recording charges # 1201 238.00 188.00 tiapraisa!fee # 804 42570 425M Lenders Inspection Fees # 808 625.00 625M 70Ye services and lender's title insurance # 1101 1,718.75 1,265M Gwners title insurance-First American -itle Insurance Co=any # 1103 171.50 50M K # m 3,178.25 Z%3.p : a .• $ -625.25 or -19.6728% Char es That Can Change Good Faith Estimate HUM Initial deposit for your escrow account # 1001 516.66 1,339.52 Gaiiy interest charges from �eo' S 'davO.q 0.133 Horneov,ners insurance = 3 3 MM MM Loan Terms Your initial loan amo ni z Your team i, Gf�u�ir...... �.�f�.tG� •r-rl:��.. Gav,..ccw 5 _ I'� oa Can your interest rate rise? ®Tvb. ❑Yes,it can rise to a maximum of %. The fast chanp will be on I I and can change again every years after ! / Every change date,your interest rate can increase or decrease by %. Over the fife of the loan,your interest rate is guaranteed to never be lower than %or higher than %. Even if you make payments on time,can your loan balance rse? ❑X No. []Yes,it can rise to a maximum of$ Even if you make payments on time:cai your monthly amount owed for ❑X No. ❑Yes,the first increase can be on / / and the monthly principal,interest,and mortgage insurar.e rise? amount owed can rise to$ The maximum it can ever rise to is$ Does your loan ha4a prepayment pens ty? ❑X No. ❑Yes,your maximum prepayment penalty is$ Does your loan have a,balloon payments ❑X No. ❑Yes,you have a balloon payment of$ due in years on / I Total monthly amount owed including es row 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$232.16 that results in a total initial monthly amount owed of$922.82. This includes principal,interest,any mortgage insurance and any items checked below: ❑X Property taxes ❑X Homeowner's insurance ❑Fkxod insurance ❑ ®Sit Tax ❑ \I.a�. Il..-..L...- �........-.a...- -L-v•a aL- n-ul-��a/�L�_•.�� ..J 1 -��T--...�I:�a�J ��aL:�L.-..- _1_... --_a__a.._...1._J._ REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Charles E Maclay 21-13-0239 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. US Income Tax-Final Return 25,203.00 2 PA Income tax-Final return 123.00 3 PA Income tax--penalty for non filing of estimated taxes 219.00 4 5 6 7 TOTAL(Also enter on Line 10, Recapitulation) $ 25,545.00 If more space is needed,insert additional sheets of the same size. �� ,air 74�1 rl O'l i, -niz USA 4 IAll Y, .1.112 il�f�sd✓ /�J y RECORDED Or ICE OF FORFVER REGISTEP 'NIF WI!-LS ?015 r 13 , '1�t 2 90 7 l�J `��3 0)V H A N rC, T c 4 )0 05 e- cy-) /b,z RECEIPT FOR PAYMENT ------------------- ------------------- LISA M. GRAYSON, ESQ. Receipt Date : 2/17/2015 Cumberland County - Register Of Wills Receipt Time : 08 : 21 : 08 One Courthouse Square Receipt No. : 1080490 Carlisle, PA 17613 MACLAY CHARLES E Estate File No . : 2013-00239 Paid By Remarks : EST OF CHARLES MACLAY DBl ---- -------------------- Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 1126 $15 . 00 Total Received. . . . . . . . . $15 . 00 _ NJ �t ;r tt: S 1 v -r S 1 n } 1 N _C14 b � � M