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Home My WebLink About06-10-15 (2) � 15 0 5 618 6 2? aMasa�,o 000 pennsylvania pEPqHRAENTOFREVENUE EX�03-�4)�TP� REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po aox zaoso, 21 14 0 4 2 2 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY DetO Of Blfth MMDDYYYY 04152014 02181937 DecedenYs Last Name Suffix Decedent's First Name MI DOBSON YVONNE M (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 a1. Original Retum � 2. Supplemental Retum C� 3. Remainder Retum(date of death prior to 12-13-82) � 4. Agriculture Exemption(date of � 5. Future Interest Compromise(date of C_� 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) � 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 �_1 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 KEITH 0 • BRENNEMAN 717-697-8528 First Line of Address 44 WEST MAIN STREET Second Line of Address City or Post Office State ZIP Code MECHANICSBURG PA 17055 CorrespondenYs email address: _—___. �--' =� tT1 C7 c'n ti"'� � _y REGISTE ��F WILLS l4SE ONLY y i�3 ;"....i !`y '�,,,T... ',- �...:i REGISTER OF WILLS USE ONLY � ''-' DATE FILED MMDDYYYY r-�� ` � �. � � ' -�rv � �y � G� ' ,_. ��,..1 DATE FICED STAMP � .. r"� a ----- , . � � �` PLEASE USE ORIGINAL FORM ONLY Side 1 � I IIIIII IIIII IIIII IIIII IIII'IIIII IIIII IIIII IIIII II�II I�II IIII 1505618627 1505618627 � � � 1505618635 REV-1500 EX(TP) Decedent's Social Security Number �ecede�t'sName:DOBSON YVONNE f�1 RECAPITULATION 1. Real Estate(Schedule A) . • • • • • • • • • • • • • • • • • • • • • • • • � • • � 8 7,7 6� - 5 3 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. � • �� 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). , , , , 3 � • 0� 4. Mortgages and Notes Receivable(Schedule D), , , , , , , , , , , , , , , , , , 4. � • �� 5. Cash, Bank Deposits and Miscellaneous Personai Property(Schedule E), , , , , , 5. 2�,3 9 6 -7 2 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) . . . . . . . . . . . . . . . . . . 8. 108 ,157 • 25 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 21,8 50 • 6 5 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I), . . . . . . . . . 10. 16,3 9 7 • 3 8 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. 3 8,2 4 8 • �3 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . 12. 6 9,9 0 9 • 2 2 13. Charitabie and Governmental BequestslSec.9113 Trusts for which an eiection to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 13. � • �0 14. Net Value Subject to Tax(Line 12 minus Line 13). . . . . . . . . . . . . . . . 14. 6 9,9 0 9 • 2 2 TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers urlder Sec.9116 (a)(1.2)X .0�� 0 • 00 �5. 0 • 0� 16. Amount of Line '1.4�xable at lineal rate X.0�_ 6 9,9�9 • 2 2 16. 3,14 5 • 91 17. Amount of Line 14 taxable at sibling rate x.�z � • 00 i�. 0 • 0 D 18. Amount of Line 14 taxable at collatera� rate x.15 0 . �0 �8. 0 • 0 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3,14 5• 91, 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � 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 person responsible for filling the return is based on all information of which preparer has any knowledge. SIGNATURE OF PE ON�RE�S�P1ON BL F LING RETURN Df TE �)/�.(�.� 6� ��, ��FC�f'o/� d�6/�s'�� ADDRESS EDWARD A • DOBSON, EXECUTOR 2808 UNION AVENUE,ALTOONA , PA 16602 SIG TIJ;jE REPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN �/�� 1�� ADDRESS KEITH 0 BRENNEMAN, ESQUIRE 44 WEST f1AIN STREET, MECHAN�.CSBURG I I'�III II�II IIIII I�I�I IIIII�II'I IIIII I�I�IIIII III�I'III('�I Side 2 � 15056186 5 1505618635 � 3M464810.000 REV-1500 EX(TP) Page 3 File Number DecedenYs Complete Address: 21 14 0 4 2 2 DECEDENTS NAME DOBSON YVONNE __�1_. STREET ADDRESS BOROUGH ___ CUMBERLAND COUNTY CITY STA'T'E ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,�ine t 9) (�) 3�14 5• 91 2. Credits/Payments A. Prior Payments 4 ,0 0� • �� B.Discount 2 0� • �� (See instructions.) Total Credits(A+F3) (2) 4 �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} 1�0 5 4 • �9 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ � b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . . . . . ❑ ❑X c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 0 d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . . . . . ❑ � 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? . . . . . ❑ 0 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.§91 16(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)j.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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.�9116(a)(1)]. � The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent [72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. 3M4671 4.000 REV-1502EX+„z_,z, SCHEDULE A pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: Fi�e NUMaeR: Yvonne M. Dobson 21 14 0422 All real property owned solely or as a tenant in common must be reported at hair 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 fads. Real property that is jointlyowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Real Estate known and numbered as 87,760.53 127 South 18th Street, Camp Hill Borough, Cumberland County, Camp Hill, PA 17011, sale value (see attached settlement sheet) TOTAL (Also enter on Line 1,Recapitulation.) $ 87,760.53 zwasss Z o0o If more space is needed, use additional sheets of paper of the same size. REV-1508 EX+(0&12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS & MISC. ESIDENTDECEDENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Yvonne M. Dobson 21 14 0422 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. 2010 Honda Fit 9,372.00 Kelley Blue Book value (see attached appraisal) 2 Household goods 5,987.70 gross proceeds from sale of household goods at auction 3 Internal Revenue Service 869.00 2013 Federal Income Tax refund due the decedent 4 Susquehanna Federal Credit Union 1,386.07 savings account 2398-00 5 Susquehanna Federal Credit Union 600.00 Christmas club account #2398-06 6 Susquehanna Federal Credit Union 2,181.95 checking account #2398-40 TOTAL(Also enter on line 5,Recapitulation) $ 20,396.72 2wasAD 2.00o if more space is needed,use additional sheets of paper of the same size. REV-1571 EX+,o&,3, SCHEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Yvonne M Dobson _____ 21 14 0422 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: � Auer Cremation Services of PA funeral services 591.50 Total from continuation schedules . . . . . . . . . 1,050.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) _____ Street Address City State ZIP_______. Year(s)Commission Paid: _____._. 2. AttorneyFees: Snelbaker & Brenneman, P.C. (Estimated) 600.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation.) Claimant ______ Street Address ___...__. City State ZIP____._____ Relationship of Claimant to Decedent ______. 4. Probate Fees: 303.50 5. AccountantFees: 6. Tax Return Preparer Fees: 7. 1 A&D Reisman Lawn Service lawn service 1,180.72 2 AT&T phone service 226. 94 Total from continuation schedules . . . . . . . . . 17,897•99 TOTAL(Also enter on Line 9,Recapitulation) $ 21 850.65 swasnc z o0o If more space is needed, use additional sheets of paper of the same size. Estate of: Yvonne M. Dobson 21 14 0422 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Memorial Service pastor fee, organist & funeral luncheon 1,050.00 Total (Carry forward to main schedule) 1,050.00 Estate of: Yvonne M. Dobson 21 14 0422 Schedule H Part 7 (Page 2) 3 Borough of Camp Hill sewer service 330.00 4 Cindy Fenton, Auctioneer appraisal fee for household goods 300.00 5 Cindy Fenton, Auctioneer commission/fees on sale of household goods 3,770.30 6 Cumberland Law Journal advertising Executor's Notice 75.00 7 Erie Insurance homeowners insurance 66.25 8 FedEx overnight postage expense 23•88 9 Leffler Energy heating oil 799•29 10 Notary fee for documents for house sale 10.00 11 PA American Water water service 273.81 12 PA Dept of Transportation car title transfer fees 88.00 13 Penn Waste trash service 83.10 14 PPL Electric electric service 319.47 15 Repairs to real estate as follows: a. Ace Hardware, new receptical - $18.00 b. Hertz-a-Crete, curb/sidewalk repairs - $2,400.00 2,418.00 Total (Carry forward to main schedule) 8,557.10 Estate of: Yvonne M. Dobson 21 14 0422 Schedule H Part 7 (Page 3) 16 Settlement charges associated with the sale of real estate in Camp Hill, PA, as follows: a. Transfer taxes $870.00 b. Tax certification $15.00 c. Deep preparation $150.00 d. Realtor's Commission $5,220.00 e. county taxes & sewer adjustment $75.84 6,330.84 17 Snelbaker & Brenneman, P.C. attorney feees from 4/23/2014 to 5/27/2015 1,760.00 18 Susquehanna Valley Federal Credit Union check printing fee 17.03 19 The Sentinel advertising Executor's Notice 233.02 20 Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate 1,000.00 Total (Carry forward to main schedule) 9,340.89 REV-1512EX�„z_,2, SCHEDULE I pennsylvania DEPARTMErfTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Yvonne M. Dobson 21 14 0422 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 � AT&T phone expense 60.08 2 AT&T cell phone service 49.20 3 Borough of Camp Hill sewer service 346.50 4 Diane Neiper, Tax Collector real estate taxes 2,439.08 5 Diane Neiper, Tax Collector personal taxes 14.70 6 JC Penney credit card payoff 655.27 7 PA American Water water service 40.71 8 Patriot News subscription fee due for newspaper service 27.40 9 Penn Waste trash service 41.55 10 PPL Electric electric service 42.44 11 Susquehanna Valley Federal Credit Union payoff on home equity line of credit 10,959.63 12 Susquehanna Valley Federal Credit Union credit card payoff 1,720.82 TOTAL(Also enter on Line 10,Recapitulation) $ 16 397.38 zwasnr+2 00o If more space is needed, insert additional sheets of the same size. REV-1513EX+(01-10) SCHEDULE J pennsylvania DEPARTMENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Yvonne M. Dobson _._._. 21 14 0422 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[InGude outright spousal distributions and transfers under Sec.9116(a)(1.2).] i, Edward A. Dobson 2808 Union Avenue Altoona, PA 16602-3341 All of Residue: 69,909.22 Son 69,909.22 ENTER DOLLAR AMOUMS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVE.R SHEET,AS APPROPRIATE. �� NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 If more space is needed, use additional sheets of paper of the same size. 9W46AI 2.000 n. Settlement Statement U.S.Department of Housing OMB Approval No. 2502-0265 and Urban Development (expires 11/30l2009) B. Type of Loan _. . .. . . . . ... __._ _ .. . . .. .. . __----� -�--- ___- �,6.File Number. .7.Loan Number: 8.Mortgage Insurance Case Number: 1. ❑ FHA 2. ❑ FmHA 3. ❑ Conv.Unins. � � � 4. ❑VA 5. ❑ Conv.Ins. I � --- ..__.. . ___ _ ._. . _... __--- �--._ C. Note:This torm is turnished to give you a statement of actual setUement costs.Amounts paid to and by the settlement agent are shown.Items marked "(p.o.c.)" were paid outside closing;they are shown here for informational purposes and not included in the totals. . .. __ . ...... ..._.. ..___ .. ._ ____.__. .. ..... _._... _ _ _----.._ - ....... . ___.. D.Name and Address of Borrower E.Name and Adtlress of Sellec F.Name antl AdAress ot Lender Barclay W.Fitzpatrick,Jr. Estate of Yvonne M.Dobson Mary Jane Casavant 125 N.30th Street '2808 Union Avenue Camp Hill PA 17011 Aitoona ___PA 16602 G.Property Location� � �� .H.Settlement Agent. 127 S. 18th Street I Peter R.Wilson,Es . _ ----- � --..- ----- __ CeI71p HIII BOroUgh,CUfT1b2fl8fld COUflty 'Place of SetOemenC 'I.Settlement Date: Camp Hill PA 17011 11700 Bent Creek Boulevard,Suite 140 '1/21/15 Mechanicsburg PA 17050 Disbursement oate: �ot: e�ock '1/21/15 J.Summary of Borrower's Transaction K.Summary of Seller's Transaction __ . __ --- __ 100. Gross Amount Due Prom Borrower � � 400. Gross Amount Due 7o Seller - --__.. ._.. __.--- -- -- ._ -___ -.____- __ ..--- ------- _. �oi Contractsalespnce __ __ I 87 000.00 401 Contractsa�esprice 87,000.�� __ _. __. _T_ 102. Personalproperty __ .. . � aoz Personalproperty � . .._ _ . . .._.. ..____ .._- . _ ... 103. Seltlement charges to borrower(line 1400) �,793.50 a03. . . ..._ _._._._ _____.. ..._ . . . , .._ _ .. . . .. ___:. ._._.._.__ . _ 104. '; 404 �� . .. .... .. _.. ._.._. . . . ,, _. . , _-.__ .__...._ 105. I 405. . ,. . .. . __... .._. . . ... _ . _ . . � ___. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance ..... __.... _. . .... _.... . � . _..._. .... _ . . _._ .__ ._._ ._. . __. .. 106. Ciryltown taxes to 406. City/town taxes _ .lo _ - . . 107. Counry taxes � to . .� 407. County taxes Io _.. .._. ��I _ . . __. __.__ .. _.__ _. .. _ _ . .. . .. .. . . 108.Assessments to 408.Assessments to ' _ _ .._ _____ .. _ ..�.. ,os School 1/21/15 ro6/30/15 760.53 aos. School 1/21/15 to6/30/15 760.53 - -- __ - -_ i i i o co a�o. to _ __ _ __ _ _-- 11t. to ait. to __,. 112. to __.__. . . 412 .._..__. _ . . . to . . 113. .. . . to 413. . _ .to ... _.,._ ._..._._._ __. _.____ _._-_ ___ - - __ . . . 114. t0 ._ . � _ . .. 474 ...- !0 . . . ._._ _.._ .-__ _. __. - 115. . �...... t0 415 Io � .__._. __ _. _____.-. ..__--- 120. Gross Amount Due From Borrower � 89,554.03 420. Gross Amount Due To Seller 87,760.53 200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller - ------ _.. -- _ __._ _ _, zot, Deposit or earnest money 2,000.00 so� excess deposit(see mstructions� ' _ ___ - _ 202. Principal amount of new loan(s) 502. Settlemenl charges to seller{line 140U) �� _9,112.50 --- _._ ._-- ----.. . ... .. _--- 203. Existing loan(s)laken subject lo � _ _ . � 503 Exislin�loan(s)taken subject[o . pp4. � � � 504. Payoff of first mortgage loan '�. ..___. ..._.. __.. _ ...._ _.. _ ___ .______. . .. . . ._.__ __. .. . .. 205. 505. Payoff of sewntl morlgage loan �� __....-- -----_. . .... . .... . . .. ____ ...__ ._._... . . _ ... ._ . . ..... . ._.. 206. 506. �� 207._ . .. ._ 507. ... .... _. . . .. .. ,.. . . . - _ _____ ______ __._._ - _ _._. . . 208. i 508. . . . _. ..._... - _-_.-_..__- .�__________.___.. __._.. ___.... . ... ... . . . ._. ___'. __ __- 209. 509 ____ ._ . .._..__ ._ ._.__ Ad'u� stments for items u�aid�seller Adjustments for items unQaid_b�seller -- 210. City/town taxes t� � 51Q Ciry/town taxes to �� ._ . � - - �-__ ___. 2tt. Counrytaxes 1/1/15 l� 1/21l15 39.17 5�t counrytaxes 1/1/15 ��1/21/15 39.17 _ __ __ _ _____ _ _ - __ , 212.Assessments 10 512. Assessments �O �� . _.__..... __ . __. . ... ........ . .. . ._._ . . . . .... __ . _. . z,s. Sewer 1/1/15 t� 1/21/15 36.67 s�a Sewer 111/15 ��1/21/15 36.67 ... .... ... .... ... .. to. . . . �. � 514.. ...... .. .... ... ._ . �p . . . 214. . .. .. .. . .. ._................ . ... . . �. � . _...._. l0 515. to 215. . . . __... . .__.__ _ . ... . 21& to �� 516. to . . ..._.._.._.. .__:. _.... .. .�o . 517. to 217. . .. _ .. _. . _.... . ._ . ...__......_...._. . _...__. . ....._.. . _. ... _.__._ . . . �0 518. to 218. ... .__.. . __. ..__. . . .. 219.._._ __.. __ . _- to . .. . . . . . 519. . t°. . . ___- ..._. . . 220. Total Paid BylFor Borrower 2,075.84 520. Total Reduction Amount Dua Seller '�, 9,188.34 300. Cash At Settlement From/To Borrower 600. Cash A[Settlement To/From Seller _ _ ------ -- _ __ _..T _ - - - 30L Gross Amount due from borrower(line 120) �'�. H9,554.03 sot. Gross amoum due to seuer(�ine a2o) '��, 87 760.53 .. .._._._ .. .. .__.. , . .. . . . ._... _- __ .._ .__ -_---_ 302. Less amounis aid b(for borrower(line 220) ( Z O75:S4�602. Less reductions in amt due seller Qine 520) '( 9 188.34� _ _ - Y___.. _ . ._. _ . ._____ . 303. Cash �From ❑ To Borrower ' $7 Q7$,�9 603. Cash � To ❑ From Seller 7g�57Q,�g Section 5 of the Real Estate Settlement Procedures Act(RESPA)requires Section 4(a)of RESPA mandates that HUD develop and prescribe this the following: .HUD must develop a Speciai Informalion Booklet to help standard form to be used at the time of loan settlement to provide full persons borrowing money to finance the purchase of residential real estate disclosure of all charges imposed upon the borrower and seller.These are to better understand the nature and costs of real estate settlement services; third party disdosures lhat are designed to provide the borrower with • Each lender must provide the booklet to all applicants from whom it pertinent information during the settlement process in order to be a better receives or for whom it prepares a written application to borrow money to shopper. finance the purohase of residential real estate;• Lenders must prepare and The Public Reporting Burden for this collection of information is estimated distribule with Ihe Booklet a Good Faith Estimate of the settlemenl cosls to average one hour per response,including the time for reviewing instruc- that the borrower is likely to incur in connection with the settlement These tions,searching existing data sources,gathering and maintaining the data disclosures are mandatory. needed,and completing and reviewing the collection of information. This agency may not collect this information,and you are not required lo complete this form,unless it displays a currently valid OMB control number. The information requested does not lend itself to confidentiality. form HUD-1(3/86) Previous editions are obsolele Page 1 of 2 ref Handbook 4305.2 L. Settlement Char�es .. . . . .. . . .. .. . -. --_ ... ___. �----- - -- 700.Total SaleslBroker's Commiselon 6asetl on price S 8�,��0.0��d.s.�� %_ . 5,220.��'� paid Fmm '�, PaiA From __ .. __ _._.. _..._____ . . ..___. . Dwision of Commission(Iine 700) as follows Oorrowefs Seller's ---- - -- ��-- -- �� FundsAt � FundsAt �o�.$ 5,220 00 to RSR Realtors -- sett�ement seniement __._. _ �oz. s �a - -- --- _ __ __ __- - �os Commission paid at Setnement _ 5,220.00 _. _ _ - --- �oa. ----- 800. Items Payable In Connection With Loan . . . . ... ... .__ ... . .____. .._.. - _--._.. . --- � �- . 601.. loanOn9inationFee . . .. . � ._. .. .. _ . . . ._. .. ' ... 802. loan Discount � � � . . . .. . . . . .. ... ._. .__. _-___._ .._ ._.. ..._ .. . . ._ ._-___ ___ . 803. Appralsal Fee . to . . . . . . .... ... .. . ... . . ___..__ .. _._.. . _ .. .. __- _.. 604. Cred��t Report t0 . _ .._ .. . -.. _-.... .... 805. Lenders�nspection Fee � � _..__ . . . . ..... �� . . ..__. . . _ . ._. . ...... ----� 806. Mortgage Insurance Application Fee to .._ __. _ . . . . _.. .. .__. _ _... 807.AssumptionFee.. .. . ._._ . . . . . _.. . . ..__ '� . ...---. 808........ . ...... ... ._ . . ...._.. . � 809..__. _.... ... ..... . . .._.. ... _ . . �. . ._.. � _ . . . _.. ...._... _._ _. .. .._. 810. ... .... .. __.. ..... . .. .__.._ _._.._ .. .. _ .._.... .. . ____._. .. 811. ...._. .... _ .. . . .. . ._. . _. �,. ._ _. . __ . ....__. .._... ... 812. _.__.... .. . . . ' .__.._. __.._... .. ..._...___ . 813. ..._.-' 900. Items Required By Lender To Be Paid In Advance Ezclude iast day iqcaics-iine 9ot - .___ ----- ----- _ _ 901 �Interest from _to.____-___ @$ ._.... .. ... !daY _ ....__.. . . ._. �:..._. . 902. Mortgage Insurence Premium for months to . . ... . '� . .. . ____ .. .__.. _. ._._..__ _._. . 903. Hazartl InsuranCe Premium for _ years to . � ._..._ .. s0a. -.. . _... . . ...... . . . yearsto __. ... .��. . . . ..... .__.._. 905_.. . ._ ._.._.... 1000. Reserves Deposited With Lender _ - - _ ____ _ . _ _ 1007. Hazard insurance �� monihs@$ per month. . . . � . _- ___.._... _ _ __..... . ... __.. _.._. . �_ . _.___.-.-_.. 1002. Mortgage insurance � mont�sQ$ per month �� . . . 1003.�City property�axes .�.. . months@$_ . .._. . Per month... ._ .. . . _.. . '� .._... _....__ ._ . .._.. . ___.. _ . . . .__ _ . _.. _..... 1004. Counry property taxes � months(o�5 _per month �� . '�. ..._. .. . .. . .....___..... .. . . _. ..__ . .....__ . . _. _. ._... . ... _ . '��, . . 1005.Annuai assessments � months@$ per month _ �I �� _ __.. _... .. . _.._. .__ ._ ,. 100@ . ....__ ..__ �_.. months�$__ . . . .. . Per month . ... ...._.. �� _ . ._... .. .. .___.._.___._. ...__� _ _._. . . . _ .. __. __ .._: too7. 1 months@S Per month . . ... '�� . . ... ��: . . ... . .. . .....__ .. . .__._.. . ... .__ ...... . . . -___ . , :� 1008 Agqreaate Accounting Atljustment _.___ 1100. Title Charges _ _ __ _ - ------ _ __ 1101. Settlement or closin lee__ to ._ . . . ��' . _.___-.____- ..__. . _ ' �. 1102.Abstract or title search to ' . _._._._ . .. _.._ ... .___. ._ .__-. --__ ___.. , ... 11o3 Title examinalion to '� _. . ..___ _.___ ___. ... .__ -. -._.____ - _._ __._ __..I. __. 7104. Title insurance binder to _-_i_ .____. .____ ._. . . . . _._ ____ _. _�__ _. .- . -._. .__ ..__. _ i 1105. Document preparation_ to ' ... .. ._. . ._ _. . . __- _.._ _..r. __- 11D6. Nota•ryfees . ..__ __-_-___ �O ...____ ----__ . __-- ... _ _. .__..I. _. i 107. Attomey's fees �o� .._. _.__.___-__ -___. ._.. _ __ _ _. .. .... .. .... .. . . _._-_.__-__. _ Qnclutles above items numbers: _. . .. 1 . . . . .. noe nne+ns��a�ce co latsha Davis&McKenna, P.C. 828.50 (Includes above items numbers ___ .._ _.... , _ . _. . . � .. _ . . . . 1109. Lendefscoverage .... ... �. .. $. . . . . . ._ .. ... . ._ _. ._ . tuo. owner'scoverage . S 87,000.00. .__ _ _ . tiit _ _ ._ 1112 . .. .. ... .__... . .. ._ ..... _. ._. . ._ . . . _ . 1113.... ...__.. . ..__. ..... � . 1200.Government Recording and Transfer Charges _ _ izo3. Staetax�amps. o ed S 9 9:Mongage E 435.�� 43500 �zoz. �ecooun feaxsDm s o_eea s .. . 95.00 �_Mort a e b9 9 E ..... rteieases E 95 OOI .. . 435.00 . ___ ..._ i2oa. __ _ 1205. --- ��" - 1300. Additional SetHement Charges 1301. Survey . .. ._ to . .._. .__. .. .. . 1302. Pest inspection � to... . . . ._.. ..__ . .___. ; . .... .... .. _.. .__.... .._.. . _.. _._... ... _.. .. ..... ._... .. _ i aa3. _ ' 15.00 �3oa.Diane Neiper,Tax Certification - �sos RSR Realtors-Deed Preparation __ __ 150.00 _- .. __ _ ,sos.Inheritance Tax Escrow 2,857.50 130Z_ ... __.. __ ... ._ _ ...... . _. ,, I . . 1308. ...___ ._. ...... ��, � 1400. Total Settlement Charges(enter on lines 103,Section J and 502,Section K) _�_ 1 793.50' 9,1 12.50 CERTIFICATION I have carefully reviewed the HUD-1 Settlement Statement and ro the best of my knowledge and belief,it is a true and accurate state�nent of all receipts and tlisbursements On my dCGOunt Or by me in this tfanSaC�iDn.I fUrther certify thet I have reCeived a topy Ot the HUD-1 SeUlement Stalement. .. Seller . ..._ ._.._.. ... Borcower _ __-._ .... _. _____-_. _. __. Estate of Yvonne M. Dobson Barclay W.Fitzpatrick,Jr. . Seller _ ... ... ._._._.. Borrower - ___.___. . __.. - Mary Jane Casavant To the best of my knowletlge the HUD-1 Setllement Statement which 1 have prepared is a true and accurate account of lhe funds wh��ch were receivetl and�ave been or will be disbursetl by t�e untlersigned as part of ihe settlement of this transaction. _._ ... .. SetllementAgent . .. .._.______. Date Peter R.Wilson,Esq. WARNING: It is a cnme to knowingly make false statements to the United States on ihis or any other similar form.Penaltles upon conviction can include a fine and im risonment For details see:7itle 18 U.S.Code Section 1001 and Section 101o. form HUD-1(3/86) Previous editions are obsolete Page 2 of 2 ref Handbook 4305.2 Page 1 of 2 �w•�i , `: Ketley B1ue Book ?ne Trusted Rrs?ur�,, ' • ��-• "" � � �-� . � ��, � Gt:t a great d�:al an a ' � lf�ll.;� � ,� nc,uv Nonda tadaw. i � � � � ��:�, � �� j AMertlsernent why ads7 � � ; Trade In to a Dealer ; 2010 Honda Fit ; Pricing Report ,�. -:�.:,,�� j� Style:s�wrt tiaca�back ao � ;� ��-� ��" '. _.. Mileage:ao,soo . � ' J»° r,,. � �a �dz�.,-j ��:i" :.� °,� , Vehicle Highlights � � � ' Fuel Economy: Max Seating:5 � City 27/Nwy 33lComb 30 MPG Trade-io Values valid for your area throuyh 5/29/2014 �. Doors:4 Engine:4-Cyl,VTEC,1.5 Liter Fatr Ca�ditlon Orivetrein:FWD Transmission:Automatic,5-Spd w/Overdrive EPA Class:Compact Cars Body Style:Hatchback Country of Origin:Japan Country of Assembly:Japan Your Configured Options Our pre-selected cp0ort5,based on typiral equipmen[For ttiis car. J Optlons that you added whtle configuring this or. Engine Comfort and Convenience Lighting ', 4�y1,YTEC,1.5 Lfter Keyless Entry Daytime Running L.igh(s ' Transmission Air Conditioning Exteriar Automatic,5-Spd w/Overdnve Power Windows Rear Spoiler Drivetrain Power Uoor Locks Wheels and Tires FWD Cruise Control Alloy Wheels ' Braking and Traction Steering ABS(4-Wheet) Power Steering Tilt&Telescoping Wheel Entertaiament and Instrumentatian ' AM/FM Stereo MP3(Single Disc) ' Safety and Security Dual Air E3ags Slde Alr Bags ' Head Curtain Air Bags Glossary of Terms ', Tip: I Kelley Blue Bookp Trade-in Value-This is the amoun[you can enpect to receive when yai hade in your car In a dealer.Thls�alue is determincd based on the sryle,condition,mileage and options �Ys crucial to know your car�5 ', inAica[ecf. tfUf'condition when you setl it, '�,, 7rade-t�Range-The Trade-In Range is Kelley Blue Book's estimate of what you ran reasonably expect SO that y0U Cdfl pflC@ It '�, [o receive this week based on the sryle,tonditlon,miteage and options of your vehide when you t2de it appropriately.Consider having ��.. in to a dealer.Hnweve,r,every dealer is AN(erent.and values are not guaranir.ed. - http://www.kbb.com/honda/fit/2010-honda-fit/sport-hatchUack-4d/'?condition=fair&vehicle... 5/23/2014 ', _._ _ _ _ _ _ _ ____.. �..__ � � p � � L�ST \�'ILL�ND TEST.�'�IL;�TT i i I, 1�'ON'��'L DOBSON. of the �orough o£Canlp Hill, Coui�t�� f . � ' >> � � vania bein«�of sound ru�d rli.�l,��in� C tinll�eiland, and Co�umonR-c�ith of 1 cnn,_yl , � mind, memor�� and uiid�rstandin�, do make,publi�h and decl�zre thls <�.� au�l for in�- T :,�r ��/,11 �nc?Tect�nient 11er�h�,r�vol�in�and mal�in;void all foi•zner �t�ill� anrl c��dicils by me at au5'time heretofore made. FIP�ST. I order and clizect that �11 my just debY.s and funeral e�pen,,e��;be paid by my Executor or Ex�cutT•i�, as the case may he, heiein�ftei•named, a� s�_�ua as conveniently may be done after my decease. �� S�COND. I give, clevise and bequeath all thc rest, residue and ren�ainder of �K r� my E�tate, real,l�eisonal and mixed, whatsoever and wheiesoever situ��teci, tuito <� my son, nainely, EDWARD A. DOBSON, absolutely and in fee simplc, if hc sux•vives ,`-�. � me. .�i If my �aid son shoulcl predecease me, then and in that event, 1 give, � devise and bequeath m� said residuaiy estate iiili�.o my sisteY, namels�. 1l'I�RY A. � � BUCZESI�IE, absolutely and in fee simple, if she sui•vives me. If both of the above nained beneficiaries should predeccase�m�.�, then and in that ultiinate event, I bive, devise a�ldbequeath my said residuar�' ��state unto my niece, na�nely, TINA DELONG, absolutel5�and in fee simple. LASTLY. I uominat,e, constitute and appoint my aon,uam<'1�". 1�:T)��'ARD A. llOI3SON, to be t11c Executor of this, my LasY.Will and Testament,l�ut il`f��r any i•e.lson he should fail to qualif5 a5 such Executor or cease so to tiervr�, t�hen rind in t�hat.event, I nominaY,e, consi�itute �nd appoint mS�sistcr, namel��, 1��1�1P�1':�. uv�.�P��I��iE, .o be ti�e Esec'��t;ri;� i��reoi. L1 l�ut'ti ot the �tl�ove namer��er.,<,n� sh��uld f�iil to qualif�� a� my personal r�pre�ent,atives or c�ase so to servE�. thcu ;u�d in t.h�it � tili.iius�Ye event, I nr�minate, cc�nStiYut� an�l apl�oint� m�'niece, u��mel�. '1'[:`.r� LAW OFFICES i ' sNE�aA�ER. �I DI��LC)NG, to be the I�secutris of thi.� m�' L,�St «'ill and �I'r�st�iment. BRENNEMAN & sPARE I orcler and dircct th<�t uon� olthe al�ove-n�ined licr;nu; sh,��ll be required to p�st boncl or other securii�� ls a coudition oI'qualific�ation her��wlder. IN��IT'_VESS «�HEREOF, I, �`��'OI�T��I:l'I. DOBSON, have hercunt.> :5et my hand ancl 5e�11 to this m�� Last«'ill and Te�tament, which consi�ts of��vo (2) r�. tti-pewritten pa�es to each of whicli I have affixed m�� sibilat.ure thi � �'. �'da5� of Januar}�, 3.D. Two Thousand One (200]_). `�/� �• �)��--. ')'l,�/ �a_f::�l,n%1 (�.�';s�l_,) =�-- - _ r;� �vonne M. Dobson The precec�ing inetrLlment, consisting of this and one (1) other t��pe�a-�ritten page, each identificd by the signature of the Testatrix,was on the dat�� ther�eof signecl, sealed, published and declared by I'VONNE M. DOBSON, thF� Test atri� tlier•ein named, as and for her Last Will and Testament, in the pic�eiic< <�f'�.is, who, at her request, in hei presence and it� the pre�ei3 e of each othei, ha��e 5ub;cribed our names as witnesses hereto. � �. i / �l-� -"��trrG-C-��`'"L---' ------ — �'�'-`..c__.��-.�/ � � , -C�-= _.�..k ------ %J J~" COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) � We,�'VONN�M. DOBSON, RICH.4RD C. SNELBAI�ER and J�1N�It�J. COONE�', the Testat��ih and the witneeses,respectivel}�, whose nai�ie� ar�e signed to the attached or foregoing instrument,being first duly sworn, do heY��:b�� declare to the undersigned authozity that the Testatrix signed and executed tlle insi rument as her Last Will ai7d Testament and that she had signed willingly, and that ;he executed it as her free ancl volunY,ai'y act for the puzposes therein expreesed, and that each of the wiY,nesees, in the presence and heax•ing of the Testatri�, aigned the Will as a witne.ss and that to the best of his or hei knowledge, the 7�`c�tatrix was at that time eighteen years of age or olclei, of sound mind and under no con.�traint oi�• undue influence. � _ � ,, �j .� 7�� -�f,�.`,_.� `t�'k.�s4 °' _.__..__ � �St- L � ` / � ,.1�e -� C_.-��<{.>,�.-c-,.�_.— W1tllE6S �� _ � � � l � ' . -, . -..�__..._., .. . . .._---�--- �,f V��2 11CSS c's�- Subscribed, �worn to ancl acl�n��vledged hefoi•e me by 1�-ON��E; �9. DOT3SON, the Testatrix, and subscribed and sworn Yo before me b5 R1CH�P�D C. ��5f�r�T B�I�I;P�and Ja'��E J. COONEZ. t_l�e wiY.ne�sses, thi� �,�:- ' du�� f J�anu��r��, LAW OFFICES SNELBAY.EF. �I.'.i��-. BRENNEMAN � � (f $PARE I I�}J4.171 ''�{ � 1 � � �at�.�.ir�� .,�^ri i.t [ ry r��i � ;� �� ,. � , f , : ( � �l.,,r�rk+ca�i�t,�.�..v ��F�� 3 �'�, ,..., ,:� ,.,_ � °�/, �1— ,�tt,�`��a�s,�,u�.r �, � / / � -�-. � , .,_.��.f�n, „ �; _�� Not�r}�Puhlic � -'�-