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Home My WebLink About03-16-15 S r ,_, e..� _; �`:� C�: � %�..� ,�.,-� � ^.� =.;., V,7 _2� � r ' _... � '.. C, J ..,.,.� .,.�.. !..... h_a . � . . �' �.. .". ' '.� C'? .. , �J �,�� , c..� � v '' � �; : IN THE COURT OF COMMON PLEAS ESTATE OF ROSEMARY J. SMITH, : CUMBERLAND COUNTY, PA DECEASED • : ORPHAN'S COURT DIVISION : NO. 21-2014-0248 PETITION TO DISPENSE WITH BOND REQUIREMENT The Petitioner, Cheryl A. Smith, Administratrix of the Estate of Rosemary J. Smith, files this Petition To Dispense With Bond Requirement("Petition") as follows: 1. Petitioner, Cheryl A. Smith("Petitioner"), is the Administratrix of the Estate of Rosemary J. Smith("Estate"). 2. The Decedent, Rosemary J. Smith("Decedent"), died a resident of Cumberland County on December 31, 2013 leaving a Last Will and Testament dated February 27, 1981 (the "Will"). A true and correct copy of the Will is attached hereto as Exhibit"A" and made a part hereof by reference. 3. Paragraph Eight of the Will relieves the executor from posting a bond or providing security. 4. The Will was admitted to probate on May 1, 2014. 5. The Decedent appointed her husband, Eugene I. Smith, as Executor and her brother, Joseph M. Reynolds, as her alternate Executor. � . � 6. Both Eugene and Joseph predeceased Decedent. 7. The Cumberland County Register of Wills granted Letters of Administration to Petitioner on May 1, 2014. 8. Petitioner is Decedent's only child and the sole beneficiary of the Estate. 9. Petitioner is a resident of Virginia and,therefore, the Register of Wills issued a Decree requiring Petitioner to post a surety bond in the amount of One Hundred Sixty Thousand Dollars ($160,000.00). A true and correct copy of the Decree is attached hereto as Exhibit"B" and made a part hereof by reference. 10. The Estate's primary asset was Decedent's residence, which was subject to a mortgage and recently sold for zero net profit. In fact, the net proceeds of the sale would have been insufficient to pay the mortgage balance and the realtors reduced their commissions in order to close the transaction. A true and correct copy of the settlement sheet is attached hereto as Exhibit"C" and made a part hereof by reference. 11. The probate Estate is insolvent. Petitioner has had to contribute her own funds to pay the Estate's debts and expenses including the inheritance taxes. 12. On September 29, 2014, Petitioner pre-paid estimated inheritance taxes on the Estate in the amount of Five Thousand Dollars ($5,000.00). 13. A draft inheritance tax return has been prepared for the Estate and is attached hereto as Exhibit"D" and made a part hereof by reference. Petitioner anticipates a refund of $1,756.00. 14. Petitioner will file the inheritance tax return by no later than March 31, 2015, which is the expiration of the six-month extension of time to file the return granted by the Pennsylvania Department of Revenue. y 15. The bond posted by Petitioner will expire on April 16, 2015 and Petitioner has received a renewal invoice in the amount of$700.00, which is attached hereto as Exhibit"E" and made a part thereof by reference. 16. The Estate does not have funds to pay for the bond renewal, so Petitioner will have to pay it out of her own pocket. 17. Petitioner believes that enforcing the bond requirement will not serve its intended purpose in the instant situation. Petitioner is the sole beneficiary of the Estate and the Commonwealth's interest has been protected as shown on the inheritance tax return. WHEREFORE, Petitioner respectfully requests that this Court enter an Order removing the obligation of Petitioner, as Administratrix and sole beneficiary of the Estate, to incur the expense of renewing the bond. Respectfully submitted, METTE, EVANS & WOODSIDE By: -- ffre . Ernico, squire . Ct. I.D.No. 07981 3401 North Front Street P. O. Box 5950 Harrisburg, PA 17110-0950 (717) 232-5000 - Phone (717) 236-1816 - Fax Date: 3 L 7.�I S� ��6o�9�i 5 I l � � � � � r -»��- I 7� I LAST WILL AND TESTAMENT �C=; _ _ - � m_-:;- ,=i - OF ;�t=` -.1 _ �=; "`._'_, �; _-. ROSEMARY J. SMITH �r, : -e — p:- =- -_ — ` =� :.- :— a c.; `"O I, ROSEMARY J. SMITH, of the Borough of Camp Hi11, Cumberland Count , pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my L.ast Wi11 and Testament, hereby � revoking and declaring nu11 and void any and al1 former Wi11s and/or i codicils by me at any time heretofore made, � FIRST . I � � I direct my hereinafter named Executor, to pay all of my just debts, � �'— f�nera3 e�r@eases, 'rnt�rerit-anee-ta>ces -and costs �f administrarion o� my �: ty I estate out of the corpus of my estate as soon after decease as it is � J practical to do so. � � SECOND �i� .. �� In the event that my husband, EUGENE I. SMITH, survives my decease WI I ��i by a period of thirty (30) days, then and in that event I give, bequeath �=.�I and devise a11 of the rest, residue and remainder of my property, real, personal and mixed, and wheresoever situate, unto my husband, EUGENE I. � SMITH, t� be his absolutely, to do and have as he in his best judgment declares. THIRD In the event that my husband, EUGENE I. SMITH, should predecease me or not live to survive me by a period of thirty (30) days, then and in that event I give, bequeath and devise all the rest, residue and I remainder of my property, rea.1, personal and mixed, and wheresoever situate, unto my daughter CHERYL ANN SMITH, and her issue, per stirpes_ FOLIRTH In the event that my husband, EUGENE I. SMITH, should predecease me or not live to survive me by a period of thirty (30) days, and my I LAW OFFIGES I SNELBAKER, (�dLlohter CHERYL ANN SMITH has not attained the age of twenty-one (21) MCCALE6 @ ELICKER year.s, then and in that event I give, bequeath and devise all the rest, Page One of Seven Pages � residue, and remainder of my property, real, personal and mixed and wheresoever situate unto JOSEPH M. REYNOLDS, in trust, however, and as Trustee upon the following terms and conditions: (A) After first allowing my dauohter, the beneficiary of this Trust, to select as she may desire from and among any or all i.tems of personal property that she may wish or desire to retain for herself, the named Trustee is directed to sell all of said trust � property, real (of whatsoever nature and kind wheresoever situate) , personal and mixed, at public or private sa1e; � (B) To invest the proceeds o£ said sale or sales in accounts, �` notes, certificates or deposit, money market certificates, or the � like, such investment to be for purposes of producing the greatest ti , _ -- - — - y return on the dollar invested, as issued or held at a bank or other institution insured by the Federal Deposit Insurance Corporation or �,.�" ;,� the Federal Savings and Loan Insurance Corporation; said bank or . banks to be of TrusteeTs own choosing; :, � (C) To pay to himslef, as Trustee, in quarterly installments �� all of the interest then produced by the invested principal f�r the Y benefit of my child, to be expended for the necessary maintenance, < ,, �, support, clothing, food, medical expenses, educational expenses, transportation expenses, etc., of my daughter, the beneficiary of the Trust hereby created and established; (D) To invade the princi.pal Trust and to pay so much o£ the principal as may be necessary, in the sole di.scretion of the Trustee, for any extraordinary medical, educati.onal, or other mainter.ance expenses of my child, such invasion of principal not to exceed the total of Five Per Centum (5%) of the principal sum per year, or such other or additional sum as may be required to meet the actual ex- penses indicated; (E) The amount to be paid for the benefit of my said child U1W OFFICES sha11 be determined from time to time by the need of my said child, SNELBAKE�. MCCALEB & ELIGKER and the amounts and times of said payments shall be determined by Page Two of Seven Pages i � Isuch need, but ir, no event, shall such payments be less frequently i than quarterly. The said payments, or any part thereof, may be ' made by my said Trustee directly to my said child, if in the opinion of my Trustee such child is of such age and ability to handle properly the funds so paid to the child, or may be made by I my Trustee directly to an institution entitled to such payment by reason of services rendered or to be rendered to my child. In I making the aforesaid payments, my said T'rustee sha11 give consider- ' ation to the individual needs of my said child and to other sources '� of income available to such child; � �i � � (F) If it is the desire of my dauohter CHERYL ANN SMITH to I , �I �.. further her education after graduation from Hioh School, and her I �.I j' abilities gain her admission to a tuition institution, or other ``.J �� insitution for which fees are demanded or required, my said Trustee J � is hereby empowered and authorized to make appropriate distribution �� of income, or of invaded principal over the annual limit and as set F �'I forth in sub-section (D) above, for and on account of the actual � �f I , tI costs of such educational expenses; Yti�� (G) Upon the attainment of the age of twenty-two (22) years by my child, a lump sum distribution of principal of ttie aforesaid TruSt in the amount of one-third (1%3) of such original principal � sum sha11 be distributed to such child, with the quarterly payments of interest to continue as being produced by the remaining balance of principal as described hereinabove; (H) Upon the attainment of age twenty-six (26) years :�y my I I said child, a second ].ump sum distribution of principal of tl�e I aforesaid Trust in the amount of one-third (1./3) of such original � principal sum shall be distributed to such child, with the quarterly� payment of interest to continue as being produced by the remaining balance of principal as described hereinabove; I.AW OFFICE6 (I) Upon the attainment of age thirty (30) years by my said SNELBAKER, MGGALEB 8 ELICKER Page Three of Seven Pages I i child, all of the rest and remainder of the invested principal of such Trust as hereby created sha11 be distributed, free of Trust, t sueh child, and any and all additional interest, earnings, or other sums as developed by or through the invested principal, shall be released and paid over to my said child for her sole use and benefi , absolutely and free of Trust. F IFTH I hereby name, constitute and appoint my brother, JOSEPH M. REYNOLD , as Trustee of the aforesaid Trust as created for the benefit of my child CHERYL ANN SMITH; and further, as Guardian of the estate of my said 1 minor child. Said Guardian/Trustee sha11 have all powers as provided by law and specifically shall have the power to use the income and the �; principal of the aforesaid Trust for the maintenance, support, medical �� expenses and education of my said child, as hereinabove more specificall � �`• set forth. , SIXTH .�" I hereby name, constitute and appoint my brother, 30SEP:{ M, � � � REYNOLDS, as Guardian of the person of my said child CHERYL ANN SNITTH. t� � SEVENTH �V �'f ;� � I hereby name, constitute and appoint my brother, JOSEF'H M. `,�.I REYNOLDS, as Trustee o£ those funds and Trust as established by the provisions contained hereinabove. EIGHTH I direct that no Trustee, Executor, Guardian, or other fiduciary named, nominated, or appointed in this, my Last Will and Testament, shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of Court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. NINTH In the event JOSEPH M. REYNOLDS, as named hereinabove as Trustee Lnn�+o��ces and Guardian, should not survive my decease or should not live to fulfi 1 SNELBAKER. MGCALEB & ELICKER the duties and responsibilities imposed hereby, then and in that even Page Four of Seven Pages � � I name, constitute and appoint ORNIOND N. SMITH of Staten Island, New I york, as my alternate Trustee and Guardian. i TENTH Any and a11 payment or payments of any sum or sums, whether for principal or income, payable to my said child, my issue, or any other beneficiaries herein, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and such shall be free from anticipation, alienation, assignment, attachment, I and pledge, and free f rom control by the creditors of any such beneficiar{y. Al1 shares of principal and income herein given shal.l be free from I anticipation, assignment, pledge or obligations of any beneficiary and i I sha11 not be subject to any execution or attachment. � _ � ELEVENTH � I hereby name, constitute and appoint my husband, EUGENE I. SMITH, as the Executor of this, my Last Will and Testament. In the event that I my husband should not survive my decease or should not live to complete I the settlement of my estate, then and in that event I name, constitute and appoint JOSEPH M. REYNOLDS, of Locust Va11ey, Long Island, New York, as my alternate Executor. My Executor or alternate Executor is authorized and empowered to se1.1 any real estate which I may own at the time of decease at either public or private sale, whichever in his opinion shall be in the best interest of my estate, IN WITNESS kTHEREOF, I have hereunto set my hand and seal to this my � Last Will and Testament this �7— day oi' �""�"q` , 1981. J ��.s-h- � .��.�"-L= Rosemar� J.f$ ith �� LpW OFFICES I SNELBAKER. � MGCALEB& ELICKER page Five of Seven Pages j i � ► ; �- ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA 1 : SS. COUNTY OF CUMBERLAND ) I, ROSEMARY J. SMITH, Testatrix, whose name is signed to the i attached, or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Wi11 and Testament; that I signed it willingly; and that I � signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and•acknowledged before me by ROSEMARY J. SMIT , . Testatrix, this .�� day of �--e-�''-L�a'--'��'- , 1981. Sworn and subscribed to before me this �%A�day o£ �..�-�-��-x� , 1981. i� (�,^��dci.,.�.a ��«-c� �� (SEALI Notary Public My commission expires: `�-�t%. �7. -�� CRT.'ri;;�1!v:�.BC�SU'�.ti'u':'r.?'.'PU�_tC �..'�HA ,.._.,CP.0 506:6UG ��:i.:'E=':'_n._ _:i.:I',i'•' �;•t rn,;r.•.ii....,.� ,.,-..;- =�s.Z',tB£3 I � LAW OFFlCES SNELBAKER, MCCALEB & ELICKER , Page Six of Seven Pages � , , I i I i � i AFFIDAVIT I COMMONWEALTH OF PENNSYLVANIA ) : SS. I COUNTY OF CUMBERI:AND ) We, MARK S. SILVER � SUSAN ANN McCOY , and CATAARINE E. BOUSUM � the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last 44i11 and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of � the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years oi age, of sound mind and under no constraint or undue influence_ Sworn or affirmed to and subscribed to before me by MARK S• SILVER , SUSAN ANN McCOY , and CATHARINE E. BOUSUM >�' �' witnesses, this ��' ' day of --��'%=�+-=_=--- , 1981. <( ° '� ----- Witness ';, . ' Witness ` .%'"� ' y�' � �.2C•,:(r+'�r,s-.:r V- /:��ue.�,-✓ --- Witness Sworn and subscribed to before me, a Notary Public, this �7� day o f ;��..,,a.,;,� , 19 81. I J t-" � �: I ��a,>�.,.�o �- /�-z,-c��-,�,-� (SEAL) I Notary Public My commission expires• F�-� �7.'�� I �A'NAR)t!f f.80USUM, NO?ARY PU3LIL' uw oFF�ces hfECF:ArE��GURu E3�0�i��•� SNELBAKER. CuiriB;k'aS'id'J C_:lidT4 MCGALEB & ELICKER uy f.�;.d�:;-•,^•., cl�-q o- in,-. �.`.a...i EX:..... rc_. :t, .?_ Page 5even of Seven Pages ! 1 IN THE COURT OF COMMO�J PLEAS OF THE (VINTH JUDICIAL GISTRICT CUMBERL�ND COUNTY, PENNSYLVANIA I � ORPHANS' COURT DIVISION IN RE: Rosemary J. Smith DECEASED ( °` "N� ( r� 0 � � �H � I NO. 21-2014-0248 I DECREE OF THE REGISTER OF WILLS AND NOW, this 17th day of March1 2014, upon consideration of the Petition for Probate and Grant of Letters filed by Cheryl Smith, filed on March 17, 2014, for the estate of Rosemary J. Smith, IT IS HEREBY DECREED that the Petitioner shall post surety bond in the amount of$160,000.00 in the name af the Commonwealth. Pursuant to Cumberland County Local Rule 359, any corporation acting as surety shall have filed in the office of the Prothonotary, a copy of its last annual statement to the Insurance Commissioner of the Commonwealth of Pennsylvania. IT IS FURTHER DECREED that upon proper fiiling the Bond of Personal Representative, Letters of Administration CTA shall be granted to Cheryl L. Smith � �-� o�� 'r' � . �,,---� �;; r _ REGISTER OF WfLLS & `='=�� -7O CLERK OF ORPHANS COURT � = - � _�7c.� t.�.__ :�, � � � � p r„� :<:��; � -i:?Q. �–� ,- — l � �. '-'�;' � ')�LL: C�`.� � �f� t; � .C".�- �- ��: � � c� V c�•,� , ` sp,a��n., OMB Approval No.2502-0265 7�t�I■ I�yr�Po . o` �� A. Settlement Statement (HUD-1) �&N DlJ�� . Type of Loan .Q FHA 2.�RHS 3.QX Conv.Unins. 6. Fpe Number: 7. Loan Number: 8. Mortgage Insurance Case Number. .Q VA 5.Q Conv Ins. �r''019 0030332373 :. Note: Thls lorm is furnished to give y�u a statement of adual settlement costs. Amounts paid to and 6y the settlement agent are shown. ffems marked"(p.o.c.)"were paid oufside the dosing;tFrey are shown here for�/ormational purpo�s and are not induded in the totals ). Name and Address of Borrower: E Name and Address af Seller: F. Name and Address of Lender. lason W.Brown and Edate of Rosemary Smith M&T Bank \nn E.Ritter Mo 3401 North Front Street One Fountain Plaza ?58 Berkstone Drive Harrisburg,PA'17110 Buffalo,NY 14203 _ iarrisburg,PA 17112 3. Property Location: H. SettlamentAgent I. Settlament Date: l546 September Drive MidstateAbstrac[Company ;amp Hiq,PA 17tr11 2331 Market SVeet February 23,2015 ;umberland County,Penns�Avania Camp HI�,PA 17011 Ph. (717)763-1363 Place of Settlement: 2331 Market Street Camp H�,PA 17011 _ Summary of 8orrower's tre�saction K. Summary of Sellera tronsaction �0. GrossAmount Due from Borrower. 400. GrossAmount Due to Seuer: �1. Contrad sales rice 164,900.00 401. Contrad saies rice 164,900.00 �2. Parsonal ro 402. Personal ro e �3. SettlemeM Char es to Borcowar Line 1400 7,683.93 403. � 404. D5. 405. d'ustments for Items aid b Sellar in advance Ad ustments for items aid b Seller in advance D6. C /Town Taxes to 406.CR/Town Taxes to 07. Coun Taxes to 407.Coun Taxes to O8. Scfiool Taxes 02/23/15 to 07/01/15 864.00 406. School Taxes 0?123/15 to 07/01115 864.00 D9. 'I st Qtr.Sewer 02123/15 to 04/01115 67.83 409. 1 st Qtr.Sewer 02/23/15 to 04/01/15 67.83 10. 410. 11. 411. 12. 412. 20. Gross Amount Due from Borrower 173,515.76 420.Gross Amount Dua to Seller 165,831.83 00. Amounts Paid b or in Behalf of Bonower 500. Redudlons in Amount Due Seller. 01. De osit or earnest mone 2,000.00 501. Excess de sit see fnstrudions 02. Prina al amount of new loan s 131,900.00 502. Settlement char es to SeOer Line 140D 72.350.53 03. E�dstin ban s taken sub'ect to . F_xistin loan s taken sub' to 04. Pre-Closfn Ori inadon 250.00 Payoff First Mortgage to W e6s F rgo Home Mo 15D,D37.53 05. 50 Pa ff Second Mort e O6. M&T Cou on 100.00 506. 1i � 0� 507. sit disb.as roce OB. 508. 09. SellerPssist 3,298.00 509.Sellerfusist 3,298.00 �l'ustments for items un aid b Seller Ad'ustments for items un aid b Seiler 10. Cit/Town Taxes to 510.C ITown Taxes to _ 11. Count Taxes 01101/15 to 02/23/15 145.77 511. Coun Taxes 01/01/15 to 02/23/15 145.77 12. School Taxes to 5'12. School Taxes to 13. 5'13. 14. 514. 15. 515. 16. 5'I6. 17. 517. 18. 518. �9 519. 120. Total Paid b Hor Borrower 137,69377 520. Total Reduction Amount Due Seller 165,831.83 �00. Cash at Settlement from/to Borrower 600. Cash at settlement to/from Seller A1. Gross amount due from Borrower fine 120 173,515.76 601. Gross amount due to SeAer line 420 '165,631.63 :02. Less amount paid by/for Borrower(Me 220) ( 137,693.77) 802. Less redudions due Seller(fine 520) ( 165,831.83 �03. Cash �From � To Borrower 35,821.99 803. Cash �To � From Seller 0.00 •Pala aAsim of dasinp ey eurw.ale),celia(S),�awx(U,n��dwKY(TI The undersigned hereby adcn dge receipt of a completed copy of this statement 8 any attachments referred to herein Borrower �_ _ $e�� Estat f ose Smith _ J n W.Brown BY. � �� Ann E.Ritter ^ � ( �/„ ��,�ps d_`z `.�� Y1 t�4"�� The Pudic ReP��q&rdan lar Cds cdlecfim d Irlarma5m is stime9etl et 35 mirul�Per rn0�%ata cdleefinB,rwle.drq�and re0��8 tlie tlam 7hic eO�Y maY nat W lect W s Irdarmafia4 erd Yau�e nd repiretl b arnpleb ttismrm,uYnsit6spleysecureNlyvelidOMBcmtrdnmbr.NatafidaNSlttyismc�re�tlisdcGosveismadazay.TlisiatlesigeGtoproritleViepertlestoaRESR4cweretltrasec6mxiNiNamatimtYrirgthes�lemert .. °fOCB�' Page 1 of 3 HUD-1 (BROW N.RITTER.PFD/15019/6) , ' Settleme.nt Cha es 0.Total Reaf Estate Broker Fees $B,D61.18 Paid Ffom Peid F�orn Division of commission(fine 700)as fo0ows� Bortowefs Sellere Funds a[ F�nds a[ r Settlemerd Settlemerd 2. 4 447.00 [o RE/MFJC REALTY SELECT 8 061.18 3.Commission aid at settlement 300.00 4.Broker Fee to Cddwell Banker Residentfal Brokera e 245.D0 5.Broker Fae to RFJMAX Rea Seled D.Items Pa able in Connaction with Loan . 1.Our ori ination char e $ 985.00 from GFE#1 ' �:' _ 494.63 (from GFE#2) '� `� 1- ' � 2.Your credR or diarge(points)for the speafic interest rate chosen $ from GFE#A 1,479.63 Y� - 3.Your ad'usted or' ination char es -r� - 4. raisai fee to Solidifi from GFE�t3 P.O.C.$425.00 B from GFE#3 POC B 28•00 28.OD �! 5.Credit Re ort to CBC from GFE#3 75.00 i' - - 6.Tax service to CoreLo ic from GFE#3 8.00 == _ - 7.Flood certi�icaHon to CoreLo ic from GFE#3 -= _ 8' from GFE#3 - - 9' from GFE#3 - D. - ' (from GFE#3) - 0.Rems Re uired b Lender to Be Paid in Advance 78.60 ` �'� - 1.Dal interest char es from 02f23115 to 03/01l'15 6 $13.'100000/da from GFE#10 2.Mort a e insurance remium for months to from GFE#3 _ 3.Homeowner s insurance for 1.0 ears to The Hartford Ins from GFE#11 P.O.C. 836.00 B 4 from GFE#'11 _ 5 (from GFE#'11 00.Reserves De osited with Lender (from GFE#9) 2,339 70 . 01.Initial deposit for your escxow account - es 02.Homeowner's insurance 3.000 months @ $ 69.67 per month $ 209.01 �03.Mort a e insurance mon[hs er month - _ $ 2,676.76 � �04.Pro a taxes - Coun Taxes 13.000 months 61.99 er month _ ' 9.000 months 2DL21 er month �" � School Taxes i5 ` �'= �05. i06. months $ er month S - ip� months $ er month S ;�LL� �DB. S - - i09.Ag re ateEsaowAd'ustment $ -746.U7 00.Tlt�e Charges 1,425.00 40.00 01. Ti�e services and lender's t)tle insurance from GFE#4 02. Settlement or dosin fee from GFE#5 165 00 03. Owner's Mle insurance to Chica o Title �p�0.00 - '� ' 04. Lender's tlNe insurance to Chica o Tdle ' 05. Lender's title ofi IimR 131 900.00 y , - 164,900.00 ; � � O6. Ownar's tl[le li IimR � 1 078.00 1 ��' '4 ` ' 07. anYs ortion of the total tttle insurence remium to LSS Settlement Services $ 297 Op �. }F ,� �; � 1�; 08. Underwriter's rtfon of the total title insurance remium to Chlca o Title $ 09. 10. $ '11. $ 12. $ 13. ?00.Govemment Recording and Transfar Charges 191 00 ' 201.Government recordin ct�ar es to Cumberland Coun Recorder of Deeds from GFE#7 67.50 t02.Deed 82.00 Mort a e 109.00 Releases 67.50 �ef �6a9 00 : _ to Cumberland Coun Remrdar of Deeds from GFE#8 }' ?03.TransFer taces _ �04.C' /Coun ta�stam s Deed 1 649.00 Mort a e - �,649.00 205.State tax/stsm s Deed $ 1,649.00 Mort a e$ 206. 2D7. 300.Additional Settlement Charges from GFE#6 301.Re uired services that u can sho for $ 302. $ 303. 2,051.35 304. Delinquent Taxes(2014) 10 Cumberland County Tax Claim Bureau $ �g1.50 305.Sewer to Camp HIN Borough $ 7,663.93 72,350.53 400.Total Settlement Charges(enter on lines 103,Section J and 502,Section K) •Pia nMitle of clmiiq M hrrwa(8)�sdlx(s).laitler(U,«UirbWKY(n � 3Y siAu�A PBBB 1 Ulhis sfeleneM tlie sipretcf{a,ackrw�ledpe roceiN d a cand��i'd WB82 d 8 d IHs Ihree pepe siffi�ned. Midstate Abstrad Company,Se ement Agent :ertified to be a Vue copy. - HUD-1 Page 2 of 3 (BROW N.RITTER.PFD/15-019I6) a , Good Faith Estimate HUD-1 >mparison of Good Faith Estimate(GFE'and HUD-1 Charges iar es That Cannot Increase HUD-1 Line Number _ #801 965.00 985.00 u origination charge 494.63 494.63 �ur aedit or charge(points)for the speafic rate chosen #802 �ur adjusted originadon charges #803 1,479.63 1,479.63 ansFer taxes #1203 1,649.00 1,649.00 Good Faith Estimate HUD-1 iarges That in Total Cannot Increase More than 10% 243 pp 19'1.00 wernment recording charges #1201 425.D0 425.00 ipreisal fee #8� 28.00 56-� _ # 805 75.00 edi[report #806 75.00 uc service 8.00 8.00 �od certification #807 Total 779.00 755.00 Inaease between GFE and HUD-1 Charges $ -24.OD or -3.08% Good Fefth Estimate HUD-1 iarges That Can Change 3,966.67 2,339.70 �ial deposk for your escxow account #1001 _ #901 $ 13.'IOOOOOIday 0.00 78.60 ally interest charges 800.00 836.00 �meowner's inwrance #903 #1101 '1,671.00 1,425.00 tle services and lender's tfUe insurence 165.OD 165.00 rmer's title insurance to Chicago Tdle #1103 �an Terms >ur initial loan amount fs $131,900.00 30.00 years _ �ur loan tertn is wr inRial interest rate is 3.6250% wr initial monthly amount owed for principal,interest and $601.53 indudes iy mortgage insurence is � Prindpal � Interest � Mortgage insurance an your interest rate risa7 QX No � Yes,ft can rise to a maximum of �. The first - change will be on end can�ange again evary_months after . Every change date,your Interest rate qn increase or deaease by °/,, Over the I'rfe of the loan,your interes[rafe Is guaranteed to never be Iower than °/or higher than �- ven If you make payments on tima,can your loan balance rise7 QX No � Yes,ft can rise to a maxlmum of$ • X No Yes,the first inaease can be on and the monthly ven if you make paymentc o�time,can your monthly ❑ � nount owed for principal,interest,and mortgage insurance rise4 The maximum�tt can e�rer$ise to is$ X No Yes,your mawmum prepayment penalty is$ oes your loan have a prepayment penalty? ❑ ❑ X No Yes,you have a ba0oon payment of� �oes your loan have a balloon payment4 �e in�ars on � You do not have a monthly escxow payment for Rems,such as property otal monthly amount owed including escrow account payments taxes and homeowner's insurance. You must pay these items diredly yourself. QX You have an add�ional monthly esaow payment of$352.87 that results in a total initial monthty amount owed of$954.40. This indudas .prindpal,interest,any mortgage insurance and any items chedced below: QX Property ffixes QX Homeowner's insurance � Flood insurance ❑ � ❑ ote: If you have any questions about the Settlement Charges and Loan Terms lis[ed on this fortn,p�ease contsd your lender. HUD-1 Page 3 of 3 (BROW N.RITTER.PFDl15-01918) � . HUD-1 Attachment Borrower(s):Jason W.Brown and Ann E.Ritter Selie(s): Estate of Rosemary Smith _ 258 Berkstone Drive c/o 3401 North Front Street Harrisburg,PA 17112 Harrisburg,PA 17110 Lender:M&T Bank Settlemerrt Agent Midstate Abstract Company (717)763-1383 Place of Settlement 2331 Market Street Camp Hill,PA 17011 Settlement Date:February 23,2015 Property Location:3546 September Drive Camp Hill,PA 17011 Cumberland County,Pennsylvania Additional Adjustments For Items Paid By Seller in Advance(Borrower Debit) Description Amount FromlThrouah Proreted Amount 1st Qtr.Sewer 165.00 01/01/15 through03/31/15 67.83 - Total Line 109/409 67.83 Seller Loan Payoff Details Payoff First Mortgage to Wells Fargo Home Mortgage Re:1582550 Loan Payoff 150,037.53 As of 02/01/15 Total Additional Interest 22 days @ Per Diem Total Loan Payoff 150,037.53 Adjusted Origination Charge Details Origination Charge Preclosing Origination 250.00 to M&T Bank At closing Origination 735.00 to M&T Bank Totai $ 985.00 Origination CrediUCharge(points)for the specific interest rate chosen CrediUCharge 494.63 to MB�T Bank Total $ 494.63 Adjusted Origination Charges $ 1,479.63 Reserves Deposited with Lender Homeowner's Insurance 209.01 3.000 at 69.67 per month 1,065.87 County Taxes _ 13.000 at 81.99 per month 1,810.89 School Taxes 9.000 at 201.21 per month Aggregate Escrow Adjustment -746.07 Total $ 2,339.70 WARNING: R is s crime to knowingly make false stataments to the Unitad States on this or any similar fortn. Penaities upon conviet{on ean include a fine and imprisonment For details see:Tkle 18 U.S.Code Seetion 1001 and Section 101U. (BROW N.RITTER.PFD11 S019/8) , ' HUD-1 Attachment- Cordinued Title Services and Lender's Title Insurance Details BORROWER SELLER - Closing Service Letter 125.00 to Chicago Title Insurance Company Electronic Doc.Preparation 50.00 to Midstate AbsVact Company W ire Fee 15.00 25.00 to Midstate Abstract Company Notary Fee 10.00 to MidstateAbstract Company Overnight Fees 15.00 to Midstate Abstract Company Tax Cert.Reimb. 15.00 to Diane Neiper - Lender's title insurance 1,210.00 to Chicago Title Total $ 1,425.00 $ 40.00 Owner's Title Insurance BORROWER SELLER Owner's Policy Premium 165.00 to Chicago Title Total $ 165.00 $ 0.00 Lender's Title Insurance BORROWER SELLER " 'fees also shown above in Title Services and Lender's Title Insurence Detalls Lender's Policy Premium 1,060.00 to Chicago Title Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge ALTA Endorsement Form 8.1 300 100 150.00 Total $ 1,210.00 $ 0.00 WARNING: R is a crima to knowingly maka false statements to the United States on this or any similar fortn. Penalties upon conviction can include a fine and imprisonment. For details see:Title 18 U.S.Code Section 1001 and Section 1010. • (BROW N.RITTER.PFD/15-019I8) , ----- , --......... � ; Draft: 3/6f2015 T.:03:36 PM ■ Z505611185 J REV-'1500 EX{02-'11)(FI) OFFYCIAL USE ONLY PA Department dRevenue County Coda Year Flle Number Bureau of Individual Taxas INHERITANCE TAX RETURN 21 14 0 2 4 S PO BOX 280661 Harrisburg,PA 17128-0601 R�SIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Deaih MMODYYYY Date of Birth MMDDYYYY 192-3D-1403 1231�013 �5�73,938 Decedent's Last Name Suffix Decedenfs Firsl Name �� SMITH ROSEMARY � i (If Applicable}Enter Surviving 5pouse's Inforrnation Below MI Spouse's Last Name Suffix Spouse's First Name 5pouse's Social Security Number THI5 RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW � 1. Originai Retum � 2- Supplementai Return � 3. Remainder Return(I]ate of Death Prior to 12-13-62) ❑ 4. Limited Eslate ❑ 4a. Future Interest Compramise(daie of ❑ 5, Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testale � 7. Decedent iNaintained a Living Trust � 9. Total Number of Safe Deposit Boxes (Attach Copy af Will) (Attach Copy of Trust.) ❑ 9. Litigation Proceeds Received ❑ 10.Spousal Poverfy Credit(Date of Death ❑ 71.Electlon to Tax under Sec.9113(A) _ _ _ _ B�tweers12=31-31and1-1=95j - . : {Rltaeh�'schedule0} CORitES PONDENT- THIS SECTION MUST HE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAD8�CP12FTeIBphoOnE NUrtlb2�BE DIRECTED Tp: Name JEFFREY A • Ei�fdICO, ESQ' ' 717-232-5DOD REGISTEROF WILLS USE ONLY Firsl Line of Address 34�1 NORTN FRONT STREET Second Line of Address PO BOX 5950 pa��p City or Post Office State ZIP Gode HARRISBURG PA 1711��950 CorrespondenYs e-mail address: J A E R N I C 0 a�hl E T T E•C 0 M Under panalttes of perjury,I declare that I have examined thia reWm,Indud'mp accompenying schedules and etatements,and lo the best of my knowledge and belief, it is true,correci and complete.Decleration of preparer other than the personal represantative is based on all Informatlon of which pseparor has any knavladge. SIGNAIURE�F PERSON RESPQNSIBLE FOR FILING RETURN DATE CHERYL SI�ITH ADDRESS VIENNA� VA 22182 9417 DELANCEY DRIVE DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE METTE, EVANS & WOODS2DE ADDRESS i 3401 N� FRONT STREET� PO BQX 595a HARRISBURG, PA 17110-�`i50 pLEpSE USE ORIGINAL FORM ONLY Side 1 � � 1505611185 15�5611185 DM4647 3.U00 � � � � � ---._ i .__ � -- i I � Draft: 3/S/2015 1:03:36 PM � � 1505611285 � I; I REV-15D0IX(FI) i DecedenYs Social Securiiy Number 192-3a-1403 Decedanf's Name: S M I T FL i2 0 S E RECAPITU LATIbN . �. 164,9D0 •OD 1. Real Estate(5chedule A) � • • • • • • • � • • • • • ' ' ' ' ' ' ' ' ' � � � � 2. Stocks and Bonds(Schedule B). . . . . . . . . . - • • • • • • • � • • • • • ' 2. �-�� I 3. Ciosely Held Corporation,Parb�ership or Sole-Proprletorshfp(Schedute C), . . . . 3. � �p� ' 4. Morlgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . 4. � •�� ' 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule� . . . . . $- 2,893•20 ; o.00 �i 6. Jointly Qwned Property(Sr.hedule F} � 5eparate Billing Requested , , , , 6, � 7. Inter-Yvos Transfers&Miscellaneous IVon❑-Probate Property ],2�,6 8 2• 2 4 � {Schedule G) Separate Siiling Requested . . 7• i 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8 288ti475.44 � 9. Funeral Expenses and Administrative Costs{Schedule H�. . . . . . . . . . . . . s. 62,147•60 � 154,239 •04 I 10. Debis of Decedent.Mortgage Liebilities,and Liens(Schedule I) , , , . . . . . . 10. ,I � 21-6,�8-6•6 4 `� . 11. Tota�l�eductions(totai L'mes 9 artd1D). . . , . . . . : . . .-. . . . . . . . . 11. , `I 12, NetValue oi Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . tz. 72,088-8� 13, Charitable and Governmenial BequestslSec 9113 Trusts For which a•0 0 an election to tax has not been made(Schedule.�. . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax{Line 12 minus Llne 13) . . . . . . . . . . . . . . .9 4. 7 2,�8 8 -8� � TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES � 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under 5ec.9116 0.O a 15. �•0� �a)��-2)X.0 U � 16. Amount of Line 1 y�xab�e 3,2 4 4 •�0 atlinealrateX_o- 72,�88•8fl 1s• 17. Amount of Lfne 14 taxable � •�0 I al sibiing rate X_12 0•d❑ 17. I, 18. Amount oF Llne 14 taxable 0 .p❑ ' at collateral rate X.15 0•�� 18. i� . . . . �s. 3,244 0� , 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AW OVEI2PAYMENT � � I Side 2 1505611285 1505611285 � �. � OM4848 3.000 I I � a � ..._ I , _ _....-- ----- _ � Draft: 3/6/201.5 l:a3:36 PM File Number REV-1500 EX(FI) Pape 3 21 7�4 D 2 4 8 DecedenYs Gomplete Address: DECEDENTS NAME SM T � S7REEfADDRESS C 0 U sra,� Z+P ciT'� q 17�11- CAMP H7 7ax Payments and Credits: ��? 3,2 4 4 •0 0 1. Tex Due(Page 2>Line 19) 2. Credits/Payments �,��Q Q 0 A.Priw Payments e,oiscount �'� 5�0�0•0 D Total Credits(A+B) (2) 3. lnterest �3� �� 4. If Llne 2 is greate�than Lfne 1�Line 3,enter the dtfference.This{s the OVERPAYMENT. (4} y�7 5 6 •�� Fill in box on Page 2,Line 20 to request a refund. 5, If Line 1 +Lina 3 is greater than Line 2,enter the difference,This is the TAX DIlE. (5} a .ao Make check payable to: REGISTER OF WILLS, AGENT. . __ _ __ _ __ . _ _ _ -- . -- _.. ----- � --- - � � PLFASE AiVSWER THE FOLLOWiNG QUESTIONS BY PLAGING AN"X"IN TH�APPROPRIATE BNOCKS I Yes 1. Did decedent make a Vansfer and: X a. retafn the use or inaome of the property transferred . . � • • • • • • � • • • • • • ' ' ' ' ' ' ' : � � b. retain the right to deslgnate who shall use the property transferred or its inc�me . . • • • • • • • c. retain a reversionary interest . . • • • • � • • � � • • ' ' ' ' ' ' ' ' ' ' ' ' ' � � � � � � � . . � � d. receive the promise for 1He of either payments,benefits or careZ . . . . . , . � • • • • • • • � 2. If death occurred after Dec.12, 9982,dld decedent iransfer praperty within ona year of death ' � � without recefving adequate consideration7 . . . . . . . . . . . . . . . . . . 3. Did decedent own an"in trust for"or payable-upon-dealh bank accouni or securiiy at his or her death7 4, Did decedeht own an individual retirement account,annuity,or other non-probate property,whlch . ' � ❑ I contains a beneficiary designation7 . . . • • • • • • � � • • • • ' ' ' ' ' ' ' � iF THE ANSVYER 70 ANY QF THE ABOVE t�UESTIONS IS YES, YOU MUS7 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 vafue of transfers to or for the use of the surviving spouse i Is 3 percent[72 P.S.g9118(a)(1.1)(i)�. I For dates of death on or afThe statute does not e empt setransfer�to ansuhviving spouse from taxefand the s etutory req IrehmenYs fori disclosur�e of s ets and [72 P,S.�9116 (a)(1.1}(II)]. flifng a tax retum are still applicable even if the surviving spouse is the onl y beneficlary. For dates of death on or after July 1,2000: • The tax rafe imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for tha use of a natural parent, an adoptive parent or a stepparent of the chlld is 0 percent[72 P.S.�9116(a)(1.2)J- • The tex rate Imposed on the net value of transfers to or for ihe use of the decedent's Ilneal henefidaries is 4.5 percent,except as noted in[72 P.S.�9116(a)(1)]. I i underaSeadon 9102 as anhndividual who hes at Veask one parent In commonwththe decedentBwhe hereby blood oP dop�tlon6(a)(1.3)]. A sibling 1s defined, I I, OM4671 2.000 ► � __. . _. ------ , , ---.... � , . � ... - . ...__. _. i Draft: 3/6/2015 ,�:03:36 PM REV-15U2IX+(72-1� SCHEDULE A � pennsylvania � pEpARTMEMOFREVENUE �qL ESTATE INH9i1TANCE TA1(RERIRN I R61DENiDECFDENT FILE NUMBER: I_ ESTATE OP: • Zi i4 ozaa , Roaem J• mi�h ptl real propo�ty owned sotely or as a tenant fn common must be reported at falr marketvalue.Falr market value is defined as the price al which properlY � would be exchanged between e willinp buyer and a wlllinp seller,neither being compa��d to buy or sell,both having reasonable knowledge of the relevan!fads. � Real property that Is jointlyowned with riyht oi survivorship must be disclosad on 5chedule F. Attach s copy of the serilement sheet if the properly has been sold. VALUE AT DATE � �M Include a copy of ihe dead showing decedenf's intaraet'rf ownad as lenanl In common. ��D�m � NUMBER DESCRIPTION � �, Improved real estate located in the Borough of Camp l Hill, Cumberlaad County, Pennsylvauia, ]rnowa as 3546 l September Drive; further ideutified ae Tax Parcel Number !, 01-22-0531-080 164,900.00 � Groae aales price - see attached HUD-1 I _ _ _ _ __ _ _ _ _ __ _ _ __ _ _ __ � . . il ' TOTAL (A1so enter on Line 1,Recapitu�atlon.) S 164,900.00 2W4885 2.000 kf more space is needed,use additianet shests of paper of fhe same size. I _ .....---- , , . , . _...— -- � , . � Draft: 3/6/20I5 1:03:36 PM REV-150B D(+(0&�2) pennsylvania SCHEDULE E pEpARTMENTOF REVENUE CASH,BANK DEPOSITS 8�MISC. MHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDEENT FILE NUMBER: ESTATE OF: 21 14 0248 Roaema J. Smith Inelude the proceada of lifigativn and lhe date the proceede wero recaived by the estafe. All ra e �ointl owned with ri ht of suntivarehi must be dlsclosed on Schedule F, VALUE AT DATE NU 8ER DESCRIPT'ION OF DFATH 1. 1996 Lincola Towne Car sedaa - sales price 500.00 2 Household turnishings asid mi.scellaneous personal effecta 500.04 3 Metro Sank Checking Accouat #2843238987 1,893.11 Iaterest accrued to 12/31/2013 0.09 __ _ __ —_ _ _ _ __ TOTAL(Also entet'on line 5,Recapilulatian) S 2,893.20 H mo�e apace}s needed,use addlfional sheets of papBr of Ihe same size. 2 W 48Ad Z.000 � ' _. --- -._ � - ---- , Draft: 3/6/20T.5 1:03:36 PM REV-1510 EX t(08-09) SCHEDULE G pennsylvania DEPAR7MENTOFREVENUE INTER-VIVOS TRANSFERS AND INF{ERITANCETAXRE7URN MISC.NON-PROBATE PROPER7Y F�SIDENT DECEDENT FILE NUMBER ESTATE OF Rosema J. Smith 21 14 0248 This schedule must be completed and flled iF the answer to any of questinns 1 thraugh 4 on page three of the REV-1500 is yes. - DESCRIPTION OF PROPERIY o EXCLUSION TAXABLE ITEM INL710ElFEN+�OFTFf'IAPI�FEREE.TFLIRRELAT��FSHPTOU£CELEHfAND DATEOFDEATH /oOFDECD'S VALUE IJUMBE 'RE�4i�aFii1/�F�ATTI�amWOFTlfDEEDf-0RREALF�TATE VALUEOFASSET INTff2EST FAPPLJCAB 1. IgA, American Funds Accouat #59028468 40,273.76 1Q0.0000 0.40 40,273.78 Beaeficiary is Cheryl A. Smith The £ollowiag assets were held ia Decedent's American Fuads Individual Account #82600366, which coatained a transfer on death designatioa to Cheryl A. Smith: 2 645.017 Shares American Fuuds Cagital 2acome , i Builder CUSTP: CAIBR 37,720.59 100.0000 0.00 37,720.59 645.d17 share� at $58.98 per _ _ __ _ _ _ _ _ -.. --- - -._....-� ---- _ .... ... _... _ ._...-- - -�-- ....__...._..._ . ..- - -. . share � 3 72.415 Shares Capital T�orld Growth aad Income Fund CUSIP: CG�GIX 3,276.05 100.0000 0.00 3,276.05 i 72.415 shares at $45.24 per f � share 4 1,910.413 Shares The Income Fund of America CIISIP: AMECS 39,411,.82 100.0000 O.QO 39,411.82 1,910.413 shares at $20.63 per ahaze � � TOTAL(Rlso enter on line 7,Recapitulation)$ 120 682.24 If mo�e space is needed,use addfllonal sheets of paper o}the same size. BW46AF 2.000 + '�----. � --- �----- I �I � � �' R��,��o-��3/6f20I5 1:03:36 PM �' pennsylvania SCHEDULE H pEppJYIMENTOFREVeNUE FUNERAL EXPENSES AND iNHERfTANCE TAX REIURN ADMINIS7RATNE COSTS ' Rfi � RES�HJTDECF�ENT FILE NUMBER ' ESTATE OF � 2 1 4 Ro 5mit � DecedenYs debts must be reported on Schedule I. � ITEM bESCRIP770N AMOUNT � NUMBER A, FUNERAL IXPENSES; 10,019.18 � Setrick Bitner Funeral Home 500.00 f 2 Temple Beth Shalom �• g, ADMINISTRATIVE COSTS: 9, Personal RepresentaUve Gommissions: Name(s)of Personal RepresentaCnre(s) Street Address C�� State Z�� Year(s)Commission.Paid:_ _.---.----. _ �� -. . .. . � io,000.ao ' Z, Attomey Fees; 3, Family Exemption:(1f decedenPs address is not the same as claimanYs,attach explanation.) Claimant Street Address �� State 7�P , Relationship of Claimantfo Decedent q, Probate Fees: 3 Q 0.0 0 5, Accountant Fess: g, Tax Retum Preparer Fees: . 7. 1 Camp Flill Borough 1,273.17 Sewer utilitiea 2 Comcaat 760.22 Televisioa/internet Total from continuation achedules . . . . . . . . . 39�295.03 � � 70TAI-{Also enter on Llne 9,Recapitulaflon) 3 52 147.60 if more space is needed,use additlonal sheets of paper of ihe seme size, ewaen�z.000 � � ..---- ----- ---�--- i , Draft: 3/S/2015 1:03:36 PM 21 14 024B Estate of: Rosemary J. Ssnith Schedule H Part 7 (Page 2) 3 Cumberlaad Law Jaurnal 75.00 Legal advertisament 113.50 4 Death certificates 5 Srie Iasurance 625.75 Homeowaer�e and automobile iasurance 6 Some Paxamouat 195.15 Pest treatmeut 7 Keller Real Estate 225.00 Non-refuadable listing �ee 8 Liberty Mutual Insuraace Co. �g9,00 Eatate surety bond 9 PA Departmeat of Transpvrtation . g2,75 - � "Vehicle trarisfer �fee�---" .._. _ . . . ... -� - ---- -----.. ----�.__. .................. 10 Peruisylvauia American 5�ater Co. 3p7,38 Water utilities 11 Penn 'Waste 259.34 Trash service 12 PPL Electric 1,274.66 Electric utilities y� IIGI 1,032.06 4 Gas utilities 14 Property maintesaace 1,300.00 Mowiag and shoveling s�.ow 2,154.37 15 Real estate taxes 16 Repairs and improvemeats to re�idence Paia�, caxpet, supplies aad materiala aaeociated with cleaaiag, paiuting, plumbing aad household 10,730.07 repa�rs 17 Settlement expensea - sale of resideace Includiag realtor's commisaioa, realty traasfer tax, 13,415.68 sellers aeaistance, and miscellaaeous fees , 7,g Tax preparer 50.04 , Preparation of 2013 personal income tax returns 32,599.67 Total (Carry fozward to maia echedu.le� s � --..._ ---- i I _... , .. . . � Dsaft: 3/6/20I5 3:03:36 PM , � Estate of: Roaemary J. Smith 21 14 0248 i Schedule H Part 7 (Page 3) 19 The Patriot News i Legal advertiaemeat 246.90 ! 20 Wella Fargo ' Additioaal iaterest aud fees accrued oa reverse ; mortgage £rom DOD through sale of property 6,448.46 i I I _.. .. .... _. ---�----- � � i I � i I 6,695.36 ToCal tCarry forward to maia sahedule) � � I ' I ___ ._-_- ' _.. . I '_. . -........ I Draft: 3/6/20I5 1.:03:36 PM REV-7572D(+{'12-1� SCHEDULE I pennsylvania o�ro,are,�a�rroF Rer�r�ue DEBTS OF DECEDENT� INHERITANCETAXRENRN MORTGAGE LIABlLI71ES&LIENS RESIDENTDECEDENT FILE NUMB�R ESTA7E OF 21 14 0248 Roaema J. Smith Report debts incurred by the decedent prior to death that remained unpatd at the date of death,including unreimbursed medicei expenses, VALUE AT DAT� NUM ER DESCRIPTION QF DEATH � 435.00 �• Boscov's - retail credit accouat 2 Comcast 205.06 Televisioa/iateraet 3 Camp Hill 8mergeacy Physicians 1,460.00 Medical services � 4 Capital Cardiology 125.00 Medical services 5 The Womaa Withia - retail credit accouat 1,60.00 � 6 Uaited Debt Service 4,334.60 I Col2ectioa agent for PNC Baak credit card � 7 TJnited States Treasury' — _ —3�;Z4-4-.D0_. _. . .. ; . . ... . _..------ -- - Balance owed, 2013 Federal personal�iacome taxes � �-�� - � 209.56 8 Verizon 9 143,589.07 Par 143,589.07 � Wells Fargo Bank, I�7.A. Mortgage Account #0106335052 i $132,759.45 principal, plus $10,829.62 accrued Secured by decedent's resideaae a� 3546 Septesnber Drive, Camp Hill, PA 10 Penaaylvaaia American Water Co. 32.06 Water utilitiea 11 PPL Electric 164.69 Electric uCilities � 12 IIGI 280.00 Gas utilities � �I TOTAL(A1so enter on Line 10,Recapitulatwn) ; 154,2 3 9.04 ' zwaeAH 2.00a If more space is needed,Insart addiUonat sheets of the same size. + � � --- _ --- - � _ .. .------ � � I Draft: 3/6/201.5 1:03:36 PM REV-1513EX+(01-t0) SCHEDULE J pennsyl�ania pEp,�FtfMH�lTOF REVENIIE BENEFICIARIES �NHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER: ES7ATE OF: 21 14 0 2 4 8 Rosema J. Smi�h RELATIONSHIPTO DECEDEM AMOtJNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEiVING PROPERIY Do Not List Trustee(s) OF ESTATE � TAXABLE n1STRIBUTIONS[InS@C.9196h(a)p(1.2).]{st�ibutlons end lransfars under ,, che�i A. smith 9417 Dei.aacey Drive Vieaaa, VA 22182 106� of Reaidue: 72,088•80 Daughter 72,088.80 ENTER DOLLAR AMOU�tTS FOR DISTRIBUTIONS SHONM ABOVE ON LINES 151}-IROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRiATE. �� NON-TAXABLE OISTRIBUT�ONS A SPOUSALDISIRIBUTIONS UNDERSECiION 9113 FOR WHICH AN ELECTION TO TAX IS NOTTAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS; 1. � T07AL OF PART II-ENTER mOore space��dea.��ead t onasspheets of papeFof ttte same size. R SHEET. 5 O.Od awasn�Z.000 � y f � GUI�N n4nWERY LLC �l:il><�rt�:�itttual, G50 N 12t1t STRI3ET 3i3"�`: LEMOS'N�,PA 17043-12?0 Liberty Mutual Surety Bond Invoice Statement Date: 01/21/2015 1294 1 MB 0.432 P:1294 � T:� � S�� 700.OU II i � nu I I I � �I� i � I� n nl � II i Ilh Premium: II I (�I � � 1 � �I�I �I � I � I�� I ��III � �I I� Applicable Taxes: �•�� ,.,. CHERYL A. SMITH f 9417 DELANCEY DR Applicable Fees: 0.00 VIENNA VA 22182-3411 � Amount Due: ��•�� Payment Due Date: 3/07/2075 � Make checks payable to:LiUerty I�lutual - - - __----—-- - --- -- . �_ _ __— - -------_ __. Bond Number: 601074902 Your Liberty Mutual Surety Bond Activity Summary Effecrive Date: 4/16/2015 Bond Descripdon: Renewal(Continuous)Court Administrator of the Estate of Rosemary J.Smith Obligee: Cumberland County Orphans Court . Issuing Company: Ohio Casualty Insurance Company Billing is automatic until the bond is cancelled. If your bond is no Ionger needed or required,please notify your agent for cancellation.Thank you! For billing questions or to pay by credit card,please call the Liberty Mutual Surety Billulg Center at 1-800-773-3312 PLEASE DO NOT SEND ANY CORRESPONDENCE WITH YOUR PAYMENT; —�___�__.---TNi�',1�%�AV T1Fi AY TNF.PRC)('FSSiNr nF YQi TR PAYMEI�IT_.__..-._-----.-.--�--.--.-.—. -- �,u�x��Y�,,,��i,�. RETURN THIS PORTION WITH YOUR PAYMENT i Amount Due: 700.00 � Name: Cheryl A.Smith f Bond Number: 601074902 Amount � Payment Due Date: 3/07/2015 Enclosed: Paymenc must Ue made in full.To p:�y liy cxedit card,see uifonnation on the back of tliis inv�ice. F,fjective immedin[ely,please no�e our�ieiv nuul'niB . . . � address fur direc�fiill paymenu: � ��i��1��n��1��l��l�� Send payments to: LIBERTY MUTUAL INSURANCE COMPANY ` 25761 NETWQRK PL CHICAGOIL 60673-1257 s�os2�ioa 601074902000�0�OOODOOOCHERYLASMITHOOD007D0009 h ; ' -�� . M v ` VERIFICATION I,CHERYL A. SMITH,have read the foregoing document and verify that the facts set forth herein are true and correct to the best of my knowledge,information and belief. To the extent that the foregoing docurnent and/or its language are that of counsel,I have relied upon counsel in making this Verification. I understand that any false statements made herein are subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn falsification to authorities. �^ � � DATED: � /� �� '� Cheryl A. Sm' 777157v1 . :� >'�';.�:;�.