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HomeMy WebLinkAbout06-22-15 (2) 1505614134 EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 4 0 9 9 3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 1 0 1 2 9 9 9 2 1 0 0 7 2 0 1 4 0 9 2 4 1 9 2 5 Decedent's Last Name Suffix Decedent's First Name MI K I L L I A N J R H U S T 0 N B (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 ❑X 1.Original Return ❑ 2.Supplemental Return ❑ 3. Remainder Return(date of death Prior to 12-13-82) ❑ 4.Agriculture Exemption ❑ 5. Future Interest Compromise(date of ❑ 6. Federal Estate Tax Return Required (date of death on or after 7-1-2012) death after 12-12-82) ❑X 7. Decedent Died Testate ❑ 8. Decedent Maintained a Living Trust 1 9.Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) ❑ 10. Litigation Proceeds Received ❑ 11. Non-Probate Transferee Return ❑ 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets only) ❑ 13. Business Assets ❑ 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number J A M E S H T U R N E R E S Q U I R E 7 1 7 2 3 2 4 5 5 1 First Line of Address 4 7 0 1 N 0 R T H F R 0 N T S T R E E T Second Line of Address City or Post Office State ZIP Code H A R R I S B U R G P A 1 7 1 1 0 Correspondent's e-mail address: jht@turnerandoconnell.com REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY fT-1 r' C> C— L rbATE FIlyED SAMP _{ � cl-) t� PLEASE USE ORIGINAL FORM ONLY ( s (D 7 = -TI C7 Side 1 ,. c- r-' rT1 .� r\D o lIIIIIIIIIIIIIIIIVIIIVIIIIIIIIVIIIVIIIIII'IVIIIIIIIIIII `D 1505614134 1505614134 141 1505614234 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: HUSTON B. K I L L I A N i JR 2 1 0 1 2 9 9 9 2 RECAPITULATION 1, Real Estate(Schedule A) .. .. . . . . . . . . __ _ _ .. . .. . . . . ... 1. 1 4 8 6 2 3 . 6 2 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . .. . . . . . . . . . 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . .. . . . 5. 4 2 8 7 9 2 . 3 -6 6. Jointly Owned Property(Schedule F) Fj Separate Billing Requested 6. 7, Inter-Vivos Transfers&Miscellaneous NProbate Property (Schedule G) M Separate Billing Requested . . . . . . . 7. 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 5 7 7 4 1 5 . 9 8 9. Funeral Expenses and Administrative Costs(Schedule H) .. . .. .. . . . . . . .. . . 9. 7 6 0 8 . 0 0 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . . . 10, 2 3 0 9 . 3 3 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 9 9 1 7 . 3 3 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . .. . . . . . . . . . . . . . . . . 12. 5 6 7 4 9 8 . 6 5 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. 5 6 7 4 9 8 • 6 5 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X,O 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.045 5 6 7 4 9 8 . 6 5 16. 2 5 5 3 7 . 4 4 17, Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 11 . a 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . m 2 5 5 3 7 . 4 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any knowledge. 1% S I�G�A E=OF P O)N�Rll _WF;V%.lNG RETURN -C DAT My, ADDRESS 0" 3 RIVER ROAD DAUPHIN W17018 SIGN � AN PERSON N RESPONSIBLIE FOR FILING THE RETURN % DJTE I ADD ESS 4701 NORTH FRONT STREET HARRISBURG PA 17110 1111111 VIII 11111 11111111111111111111111111111111111 IN IN Side 2 1505614234 1505614234 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 14 0993 DECEDENT'S NAME HUSTON B. KILLIAN, JR STREET ADDRESS --- 519 HALDEMAN BLVD, CITY STATE ZIP NEW CUMBERLAND PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 25,537.44 2. Credits/Payments A.Prior Payments 24,000.00 B.Discount 1,26_3.16_ (See instructions.) Total Credits(A+B) (2) 25,263.16 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 274.28 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ X❑ b. retain the right to designate who shall use the property transferred or its income ❑ ❑X c. retain a reversionary interest ..................................................................................................... 1:1 IKI d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑X 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ ❑X 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ ❑X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: HUSTON B. KILLIAN, JR 21 14 0993 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 Net proceeds from sale of 519 Haldeman Blvd., New Cumberland, PA 148,623.62 TOTAL(Also enter on Line 1,Recapitulation.) $ 148 623.62 If more space is needed,use additional sheets of paper of the same size. REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: HUSTON B. KILLIAN JR 21 14 0993 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. Wells Fargo PMA Package 389,113.63 2. PSECU savings account 9,918.09 3. PSECU checking account 25,081.03 4. 1997 Buick Century 1,600.00 5. Personal property proceeds from Haar's Auction 3,079.61 TOTAL(Also enter on Line 5,Recapitulation) $ 428 792.36 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES &LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER HUSTON B. KILLIAN, A 21 14 0993 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. PSECU VISA 394.33 2. UGI 909.00 3. New Cumberland Borough sewer/trash 247.00 4. PPL 388.00 5. PA American Water 371.00 TOTAL(Also enter on Line 10,Recapitulation) $ 2,309.33 If more space is needed, insert additional sheets of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHER TANCE TAX RETURN ADMINISTRATIVE COSTS 11 RESIDENT DECEDENT ESTATE OF FILE NUMBER HUSTON B. KILLIAN, JR 21 14 0993 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Stone & Murray 637.00 2. Church and luncheon 63.00 B. ADMINISTRATIVE COSTS: 1 Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: Z Attorney Fees: Turner and O'Connell 3,500.00 3, Family Exemption:(If decedents address is not the same as claimants,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: Register of Wills 485.00 5, Accountant Fees: 6. Tax Return Preparer Fees: 7. Estate advertising Cumberland Law Journal 75.00 8. Estate advertising Central Penn Business Journal 150.00 9. Appraisal of real estate 300.00 10. Out of pocket expenses due executor for prepping house for sale 1,600.00 11, Opening safe deposit box by locksmith 125.00 12. Marketing house for sale 70.00 13. Termite treatment 557.00 14. Home inspection 46.00 TOTAL(Also enter on Line 9,Recapitulation) $ 7,608.00 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: HUSTON B. KILLIAN, JR 21 14 0993 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1 Douglas A. Killian Lineal 283,749.32 3 River Road Dauphin, PA 17018 2. Huston B. Killian III Lineal 283,749.33 414 Linden Avenue Marysville, PA 17053 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER 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 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF HUSTONB.KILLIAN Also known as HUSTONA KILLMN, JR. I,HUSTON B.KILLIAN,also known as HUSTON B.KILLIAN,JR.,of New Cumberland Borough,Cumberland County,Pennsylvania,being of sound mind,memory and understanding,do make and publish this,my Last Will and Testament,hereby revoking all former wills by me at any time heretofore made. ITEM I. I direct all inheritance and estate taxes becoming due by reason of my death,whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Executor out of the property passing under Item II of this Will,as.an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement of any such tax so paid,even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executor,such taxes may be paid immediately,or the Executor may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. uston B.Killian, a Huston B.Killian,Jr. Page 1 of 2 pages ITEM II. I give,devise and bequeath all the rest,residue and remainder of my a estate,of whatsoever nature and wheresoever situate at the time of my death,to my sons,Huston B.Killian,III,and Douglas Killian,in equal shares. In the event either of my sons should predecease me,then the share that he would have received shall be distributed in equal shares among his children,or if none,the share shall be distributed to my surviving beneficiary. ITEM III. I nominate,constitute and appoint my son,Doulgas Killian,as sole Executor of this,my Last Will and Testament. It is my desire that my Executor serve without bond. IN WITNESS WHEREOF,I have set my hand and seal to this,my Last Will and Testament,typewritten on one(1)other page,this 70'day of October,2009. Withes uston B.Killian,a/k/a uston B.Killian,J t County of Dauphin I,HUSTON B.KILLIAN,a/k/a HUSTON B.KILLIAN,JR.,testator,whose name is signed to the attached or foregoing instrument,having been duly qualified according to law,do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly;and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me,by HUSTON B.KILLIAN,a/k/a HUSTON B.KILLIAN,JR,the testator,this 10`"day of August,2009. COMMONWEALTH OF pM4NSYWANIA ston .Killian,a/k/a NOTARIAL-SEAL public Stacey A.Fogle,Notary Susquehanna Township,Dauphin County H Ston .Kil ian,Jr. M commission ex ires lanae 02,2013 l NotaryPublic State of Pennsylvania i County of Dauphin We,Johanna H.Rehkamp and Patricia A.Kreitzer,the witnesses,respectively,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 the testator sign and execute the instrument as his Last Will and Testament;that HUSTON B.KILLIAN,a/k/a HUSTON B.KILLIAN,JR., signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed;that each of us in the hearing and sight of the testator was at that time eighteen or more years of age,of sound mind or under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Johanna H.Rehkamp and Patricia Kreitzer,zer,the:witnesses,this 7's day of Octobe 0 9. 11 Vdi lie s COMMONWEALTH OF PENNSYLVANIA Witness NOTARIAL SEAL, Stacey A.Fogle,Notary Public Susquehanna Township,Dauphin County M commission ex ires Janus02,2013 Notary Public A. Settlement Statement (HUD-1) OMB Approval No.2502-0265 1B.Type of Loan 1.Q FHA 2.❑RHS I❑Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number: JOELRAPISARDA 0010011880 446-2500363-703 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: Joel J.Rapisarda,Tracy L.Rapisarda Estate of Huston B.Killian Members 1st Federal Credit Union 3528 September Drive,Camp Hill,PA 17011 519 Haldeman Blvd.,New Cumberland,PA 17070 5000 Louise Drive,Mechanicsburg,PA 17055 G.Property Location: H.Settlement Agent: I.Settlement Date:06/15/2015 519 Haldeman Blvd. Turner&O'Connell,Attorneys at Law Disbursement Date:06/15/2015 New Cumberland,PA 17070 4701 North Front Street,Harrisburg,PA 17110 New Cumberland Borough 717-23211551 Place of Settlement: TitleExpress 4701 North Front Street,Harrisburg,PA 17110 Printed 06/15/2015 at 2:14 pm by SAF SummarTof Borrowers 100. Gross Amount Due from Borrower 400. Gross Amount Due to Seller 101. Contract sales price 154,900.00 401. Contract sales price 154,900.00 102. Personal property 402. Personal pro ert 103. Settlement charges to borrower(line 1400) 9,024.96 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance Adjustments for Items paid by seller in advance 106. City/town taxes to 406. City/town taxes to 107. County taxes 06115/2015 to 12/31/2015 514.52 407. County taxes 06/15/2015 to 12/31/2015 514.52 108. Assessments to 408. Assessments to 109. School taxes 06/15/2015 to 06/30/2015 60.35 409. School taxes 06/15/2015 to 06/30/2015 60.35 110. Trash 06115/2015 to 06/30/2015 7.21 410. Trash 06/15/2015 to 06/30/2015 7.21 111, 411, 112. 412. 120, Gross Amount Due from Borrower 164,507.04 420. Gross Amount Due to Seller 155,482.08 200. Amounts Paid by or in Behalf of Borrower 500. Reductions In Amount Due to Seller 201. Deposit or earnest money 1,000.00 501. Excess deposit(see instructions) 202, Principal amount of new loan(s) 152,093.00 502. Settlement charges to seller(line 1400) 2,790.67 203. Existing loa s taken subject to 503. Existing loos taken subject to 204. 504. Payoff of rst mortgage loan 205. 505. Payoff of second mortgage loan 206. 506. 207. Seller assist 4,000.00 507. Seller assist 4,000.00 208, 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. Assessments to 512. Assessments to 213. Sewer 04/01/2015 to 06/15/2015 67.78 513. Sewer 04/01/2015 to 06/15/2015 67.78 214. 514. 215. 515. 216. 516. 217. 517. 218, 518. 219, 519. 220• Total Paid by/for Borrower 1 157,160.78 520. Total Reduction Amount Due Seller 6,858.45 300. Cash at Settlement fromito Borrower 600. Cash at Settlement to/from Seller 301. Gross amount due from borrower(line 120) 164,507.04 601, Gross amount due to seller(line 420) 155,482.08 302. Less amounts paid by/for borrower(line 220) 1571160.78 602. Less reductions in amount due seller(line 520) 6,858.45 303. Cash QX From ❑ To Borrower 7,346.26 603. Cash Q To ❑ From Seller 148,623.63 epo ."... u en or e;w ea�on o,n onna,on is e,mat a minutes per response or cro a ing,my ewnng,an repo inq e a a is agency may no wiled sin onne on,an you are n roau, a corn a e ,s onn.un ess 5pb oontminumher.No wnOoentialiry is asauretl;lhls diWosu 1-odstory.Thisisdeslgnetl to pwidethe parties to a REVA-emd-saalon with loro tion ouft the settiemont p­ Previous editions are obsolete Page 1 of 4 HUD-1 L.Settlement Charges 700. Total Real Estate Broker Fees Paid From Paid From Division of commission fine 700 as follows: Borrower's Seller's 701. $0.Q0 to Funds at Funds at 702. $0,0o to Settlement Settlement 703. Commission paid at settlement 800. Items Payable in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000%or$0.00) $645.00 (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) 645.00 804. Appraisal fee to Members 1st Federal Credi $475.00 P.O.C.B'(from GFE#3) 805. Credit report to Members 1st Federal Credit Union (from GFE#3) 13.50 806. Tax service to from GFE#3 807. Flood certification to Members 1 st Federal Credit Union (from GFE#3) 12.50 808. to 900. Hems Required by Lender to be Paid in Advance 901. Daily interest charges from from 06115015 to 0710112015 @$13.5425/day (from GFE#10) 216.68 902. Mortgage insurance premium for 12 months to Members 1 st Federal Credit Union (from GFE#3) 2,615.87 903. Homeowner's insurance for i ears to State Farm (from GFE#11) 668.00 904. months to from GFE#11 1000. Reserves Deposited with Lender 1001.Initial deposit for your escrow account (from GFE#9) 1,625.41 1002.Homeowner's insurance 3 months @$ 55.67/month $167.01 1003.Mortgage insurance months @$ 217.991month $ 1004. Property taxes months @$ /month 1005.County taxes 5 months @$ 78.25/month $391.25 1006.School taxes 13 months @$ 114.731month $1,491,49 1007.Aggregate Adjustment $424.34 1100.Title Charges 1101.Title services and lender's title insurance $ from GFE#4). 1,493.00 160.00 1102. Settlement or closing fee to $ 1103.Owner's title insurance $ from GFE#5 10.00 1104.Lenders title insurance $1,165.00 1105. Lenders title policy limit$152,093.00 Lenders Policy 1106.Owners title policy limit$154,900.00 Owners Policy 1107.Agent's portion of the total title insurance premium $881.25 1108. Underwriters portion of the total title insurance premium $293.75 1109. 1200.Government Recording and Transfer Charges 1201.Government recording charges $ (from GFE#7) 176.00 1202.Deed$64.00 Mortgage$82.00 Release$ 1203.Transfer taxes $ (from GFE#8) 1,549.00 1204.City/County tax/stamps Deed$1,549.00 Mortgage$ 1205.State Tax/stamps Deed$1,549.00 Mortgage$ 1,549.00 1206.Deed$15.00 Mortgage$15.00 Release$ 1300.Additional Settlement Charges 1301.Required services that you can shop for (from GFE#6) 1302. to 1303. to 1304.2015 county/borough tax to Robin Gas eretti,Tax Collector 958.15 1305.Sewer 111/15-3131/15 to New Cumberland Borough 76.64 1306.Trash 4/1/15.6/30115 to New Cumberland Borough 41.00 1307.Sewer/trash penalty to New Cumberland Borough 5.88 612,11 1110111.1 r i t 9,024.961 2,790.87 '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 Comparison 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 # 801 645.00 645.00 Your credit or charge(points)for the specific interest rate chosen # 802 0.00 0.00 Your adjusted origination charges # 803 645.00 645.00 Transfer taxes # 1203 1,549.00 1,549.00 Charges That in Total Cannot Increase More Than 10% Good Faith Estimate HUD-1 Government recording charges # 1201 266.50 176.00 Appraisal fee # 804 475.00 475.00 Credit report # 805 13.50 13.50 Flood certification # 807 12.50 12.50 Mortgage insurance premium # 902 2,615.87 2,615.87 # # # 3,383.37 3,292.87 r $ -90.50 or -2.6748% Charges That Can Chane Good Faith Estimate HUD-1 Initial deposit for your escrow account # 1001 2,900.01 1,625.41 Daily interest charges from # 901 $13.5425/day 203.14 216.68 Homeowner's insurance # 903 800.00 668.00 Title services and lender's title insurance # 1101 1,832.00 1,493.00 Owner's title insurance # 1103 0.00 10.00 # # Loan Terms Your initial loan amount is $152,093.00 Your loan term is 30.years Your initial interest rate is 3.2500% Your initial monthly amount owed for principal,interest,and any mortgage $661.92 includes insuranceis ❑X Principal ❑X Interest ❑Mortgage Insurance Can your interest rate rise? X❑No. ❑Yes,it can rise to a maximum of %. The first change will be on / / and can change again every years after / / . Every change date,your interest rate can increase or decrease by %. Over the life of the loan, your interest rate is guaranteed to never be lower than %or higher than Even if you make payments on time,can your loan balance rise? [g]No. ❑Yes,it can rise to a maximum of$ Even if you make payments on time,can your monthly amount owed for ©No. ❑Yes,the first increase can be on / / and the monthly 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? X❑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$353.56 that results in a total initial monthly amount owed of$1,015.48. This includes principal,interest,any mortgage insurance and any items checked below: X❑Property taxes Q Homeowners insurance ❑Flood insurance Q PMI ❑ ❑ Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 3 of 4 HUD-1 Signature Page HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction.I further certify that I have received a copy of the HUD-1 Settlement Statement. Buyers 4 oel J apisarda / Tracy L.Rap' rda ESTATE EOOF�HUSTON B.KILLIAN Douglas Ilan,Execu or Settlement Agent The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be disbursed accordance with this statement. LE TAGENT DATE WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 . . 8.1 • Name of Borrower: Name of Seller: File Number: Joel J.Rapisarda Estate of Huston B.Killian JOELRAPISARDA Tracy L.Rapisarda Prepared 06/15/2015 at 10:05 am Note:This page displays an itemization of the adjusted origination charges shown in section 800 of the HUD-1 Settlement Statemen This page accompanies but is not a part of the HUD-1 Settlement Statement.If a discrepancy exists,the information on the HUD-1 Settlement Statement applies. Your Loan Origination Charges Borrower Seller 801. Our origination charge (Includes Origination Point 0.000%or$0.00) Origination fee to Members 1st Federal Credit Unic$ 645.00 802. Your creditor charge(points)for the specific interest rate chosen to $ 0.00 803. Your adjusted origination charges 645.00 0.00 Itemization of Line t Name of Borrower: Name of Seller: File Number: Joel J.Rapisarda Estate of Huston B.Killian JOELRAPISARDA Tracy L.Rapisarda Prepared 06/15/2015 at 10:05 am Note:This page displays an itemization of the charges shown on line 1101 of the HUD-1 Settlement Statement.This page accompanies but is not a part of the HUD-1 Settlement Statement.If a discrepancy exists,the information on the HUD-1 Settlement Statement applies. 1100.Title Charges Total Charge Borrower Seller 1101.Title services and lender's title insurance to Notary fee to Stacey Fogle $ 20.00 20.00 Notary fee to Stacey Fogle $ 10.00 10.00 Overnight fee to FedEx $ 18.00 18.00 Wire fee to Integrit Bank $ 15.00 15.00 Tax certification to Robin Gas eretti,Tax Collector $ 25.00 25.00 Deed preparation to Turner and O'Connell $ 125.00 125.00 100 No V1oI1100 to Turner&O'Connell,Attorneys at$ 50.00 50.00 300 Survey1300 to Turner&O'Connell,Attorneys at$ 50.00 50.00 900 EPL-Res18.1 to Turner&O'Connell,Attorneys at$ 50.00 50.00 ClosingSvcLtACL to Turner&O'Connell,Attorneys at$ 125.00 125.00 1102.Settlement or closing fee to $ 0.00 1104.Lender's title insurance to Turner&O'Connell,Attorneys at$ 1,165.00 1,165.00 Totals: $ 1,653.00 0.00 1,493.00 160.00 SellerlLender credits shown on page 1 POC=Paid Outside Closing CR=Lender Credit Previous editions are obsolete Page i of 1 HUD-1 PMA account 3548503451 Irl September 1,2014-September 30,2014 ff Page 1 of 16 ® Wells Fargo' PMA Package p1w Questions?Please contact us: Wells Fargo Premier Banking Team'^ Available 24 hours a day,7 days a week Phone.114100-742-4932,TTY:1-800-600-4833 Spanish:1-877-727-2932 Chinese:1-800-288-2288 Online:wellsfargo.com I Write:Wells.Fargo Bank,N.A. DCPP1tDHHU 012906 P.O.Box 6995 rrlilliddullrirllpllrlll4flrllil41r1111111114rllllilrr111' Portland,OR 97228-6995 HUSTON B KILLIAN 519 HALDEMAN BLVD September 30,2014 NEW CUMBERLAND PA 17070-1235 Total assets: $389,113.63 n Last month: $392,888.90 Change in$: $(3,775.27) o Change in%: (0.96)% _ c 0 Total liabilities: $0.00 ^' Last month: $0.00 z Change in$: $0.00 z Change in%: 0.00% z z Qualifying Balance: $389,113,63 z z Contents Page z 2 (}verview...............................2 z z PMA•Prime Checking Account.................4 0 Savings and Retirement Savings................6 8 m Brokerage Account.........................8 N Rewards...............................15 A O ' r t t 1 ' f i I i PSECO 10/31/2014 TURNER AND O'CONNELL 4701 NORTH FRONT STREET HARRISBURG PA 17110 Re:HUSTON B KILLIAN,Deceased. PSECU Reference#6574118287178 Dear Attorney James H.Turner: The above referenced person has an account with PSECU which was opened on 11/04/1998.The Share accounts were jointly held by HUSTON B KILLIAN and REGINA L KILLIAN.The Visa loan was individually held. The following are the Date of Death Balances for HUSTON B KILLIAN's account with PSECU: Account Date of Death Balances Interest—October 1-7 Savings (S1) $ 9,918.09 $0.29 Checking (S4) $25,081.03 $0.47 + Loans: Visa Loan (L9) $394.33 Please provide instructions on closing this account. If you have any questions,please contact our department toll-free at(800)237-7328,press 6,extension 3120 or email accountservices(@.Dsecu.com. Sincerel She Getz Member Service Representative PSECU P. O. BO.X 67013 HARRISBURG, PA 1 7106-7013 800.237.7328 >>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.