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Home My WebLink About07-08-05 \ \ ",:\",,"'\ ',;", " "\ . '\ '1,::,"1, .'i l"~r h.. .~:'~~ .., ,) ~~\ l.i I), f~'~ :J': C) ~F f.), iJ.. ~~ ~',:;; ~n \, I' I' ~ ~ ~ ~ U l::; U1 0> -- t: 0 O (f) :;l ...- p'" 0: 0- cJ) t- ~ g<9~"'- ~ ~~3~ ~ ~~() - &d 5~~~ 0\.,1.1 5 ~ ~ o~~~ ~ :..JI- [t. -'0 a:. <;: (f) cJ)-:r;. o W 1O ~ ~ ~ ~ 0 . I- ~ ';;!. ~ ~ - - - - -:::: -::.: === - - - -. -.:::: =::: -.:::: - -' = - \, \ \ \ \ I \ Q) ~ ,g "@ o o '?-o 0' ~ "a (/1 '0 en ? Q) r- -o~..-< ;;:'UO..t. ~ ~ .ti~ p... ..... ~ 0_ 0 ~ \-04 ~r. en Q) ,.., '-' .,.::. iii'dQ)~ ''6h H ~ U ~8o JAN L. BROWN. ESQUIRE" JACQUELINE A. KELLY. ESQUIRE 'ADMITTED IN PA AND DtSTRICT OF COLUMEllA JAN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW OLOE ENGLISH GAP 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 EMAIL: jlbassoc@verizon.net TELEPHONE (717) 541-5550 FACSIMILE (717) 541-9223 BRENDA F. KEPHART. LEGAL ASSISTANT PAULA K. WHITE. LEGAL ASSISTANT JUDITH A. EBERSOLE. ADMINISTRATNE ASSISTANT July 5, 2005 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Gladys I. Mann File No, 2005-00009 Gentlemen or Ladies: Enclosed please find the following items for filing with the Register of Wills: 1. An original and one copy of the Inheritance Tax Return. 2. Inventory. 3. Estate Check 139 payable to the Register of Wills in the amount of$30 to cover the filing fee for the Inventory and Inheritance Tax Return. 4. Estate Check 140 payable to the Register of Wills, Agent in the amount of$II,146.01 to cover the Inheritance Tax liability. Please time stamp and return our file copies of the Inheritance Tax Return and Inventory. If you have any questions, feel free to contact this office. Sincerely, ~dCL f- ~cVzi; Brenda F. Kephart Legal Assistant btk Enclosure REV-15oo EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICiAl USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 -05 0 0 0 9 ""CoUNTY"'COOE ---YEA~ - - NuMBER- - I- Z W C W () W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Mann Glad s I DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 1 0 1 - 1 4 - 8 2 4 2 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 12/16/2004 09/01/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER W l- ll:: :$(/) l.) 0: lI:: wOol.) J: 00 " 0:....1 ~ 0.11I 0. c( !Xl 1. Original Return o 4. Limited Estate !Xl 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORReSPONDENCE AND CONFIDENTIAL TAXINFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Jan L Brown FIRM NAME (If Applicable) Jan L Brown & Associates 845 Sir Thomas Court Suite 12 TELEPHONE NUMBER 717 -541-5550 Harrisbu r P A 17109 I- Z W C Z o 0. (/) W 0: 0: o l.) z o i= <( ..J ~ l- e: <( () w a:: z o i= <( I- ~ a.. :::IE o () >< <( I- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) .- ~ ._~ OFFICIAL USE ONLY (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) ~ 174,900.00 I i 911.511 I 2,777.151 180.414_81l._ 359,003.47 48,218.04 63,096.41 (11) (12) (13) 111,314.45 247,689.02 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 247,689.02 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X _(15) 0.00 247,689.02 X .045 (16) 11,146.01 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 11,146.01 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 206 Allendale Road CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 11 ,146.01 Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 11 ,146.01 11,146.01 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; ........................................................................... D !KI b. retain the right to designate who shall use the property transferred or its income; ........................................ D !KI c. retain a reversionary interest; or ...................................................................................................... D !KI d. receive the promise for life of either payments, benefits or care? ............................................................. D !KI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... !KI D 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. !KI D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... !KI D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 0 r than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF P SON RES NSIBLE FOR FILING RETURN DATE 7-5 -oS- T PA 17339 DATE 7-5-05 ADDRESS ADDRESS PA 17109 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosl 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 twenty-one years of age or younger at or a stepparent of the child is 0% [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 4.50Ic The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~! individual who has at least one parent in common with the decedent, whether by blood or adoption. NflP D 3 (a) (1.1) (ii)]. )plicable even if I adoptive parent, r A us" '.S. ~9116(a)(1 )]. :ion 9102, as an ,-,l;"J;" . , REV-1502 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mann Gladys I 21 05 0009 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 orooertv which is iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION 206 Allendale Road, Mechanicsburg, Cumberland County, PA See HUD Settlement Statement dated 6/17/2005 VALUE AT DATE OF DEATH 174,900.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 174900.00 . , REV-1503 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Mann Gladys I FILE NUMBER 21 05 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0009 ITEM NUMBER 1. DESCRIPTION Rite Aid Corporation (RAD); 267.305 shs @ $3.41/sh VALUE AT DATE OF DEATH 911.51 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 911.51 REV-1508 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Mann Gladys I FILE NUMBER 21 05 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. 0009 ITEM NUMBER 1. DESCRIPTION United States Treasury; 2004 Form 1040 refund VALUE AT DATE OF DEATH 1,980.00 2 Real estate tax reimbursement 462.98 3 Sewer reimbursement 12.58 4 Heritage Acres Condo Assoc reimbursement 57.59 5 Erie Insurance Group; insurance cancellation refunds 264.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2777.15 . . REV-1510 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mann Gladvs I SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 05 0009 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. American Express Client 10 12885208 54,851.65 100. 54,851.65 Mutual Fund Account 01053665341 2 002 Payable on death to four children* 2 American Express Client 10 12885208 13,272.11 100. 13,272.11 Mutual Fund Account 01063665341 1 002 Payable on death to four children* 3 American Express Client 10 12885208 72,904.24 100. 72,904.24 Annuity Account 93001703790 2 004 Beneficiaries are four children* 4 American Express Client 10 12885208 10,598.31 100. 10,598.31 Annuity Account 93007268746 8 004 Beneficiaries are four children* 5 Transfer to Kevin J Mann, son, on 12/14/04 31,788.50 100. 3,000.00 28,788.50 *Names of four children: Sandra M Ormsby, William A Mann, Kevin J Mann and Kathleen M Farmer TOTAL (Also enter on line 7 Recapitulation) $ 180,414.81 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mann Gladys I SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 05 0009 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home 14,785.19 2 Funeral repast 2,818.96 3 Niagara Monument Works Inc; headstone 1,370.00 4 Gate of Heaven; cemetary charge headstone installation 236.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Jan L Brown & Associates 12,565.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Add ress City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County 434.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 1040 and 1041 tax preparation 525.00 7. Cumberland Law Journal; legal advertising 75.00 8 The Patriot-News; legal advertising 206.64 9 Travel, postage, FedEx 60.80 10 Borough of Mechanicsburg; sewer 89.80 11 Heritage Acres Condo Assn; dues Feb-June 2005 665.00 12 PPL Electric Utilities 356.79 13 United Water 38.57 14 Mark E Hilbert & Associates; 206 Allendale Rd; appraisal 300.00 15 Advanced Sash & Door; replacement window & installation 568.00 16 It's Clean Again; presale cleaning; carpet and house 339.20 17 HB McClure; HVAC service 327.09 17 Real estate settlement charges; see HUD Settlement Statement dated 6/17/05 12,457.00 TOTAL (Also enter on line 9, Recapitulation) $ 48218.04 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mann Gladvs I FILE NUMBER 21 05 0009 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. AT&T VALUE AT DATE OF DEATH 75.75 2 Borough of Mechanicsburg; sewer 188.58 3 PPL Electric Utilities Corporation 252.97 4 United Water 17.84 5 Verizon 20.69 6 Everhome Mortgage Company Loan No. 0000006561; mortgage payments Jan-June 2005 5,024.46 7 Everhome Mortgage Company Loan No. 0000006561; mortgage payoff; see HUD Settlement Statement dated 6/17/05 44,309.84 8 Alert Pharmacy Services 48.36 9 Messiah Village 13,122.66 10 Mobile X-Ray Imaging Inc 35.26 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 63 096.41 "".''''''''- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Mann GI dvs I 21 05 0009 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. Sandra M Ormsby, daughter Lineal 4781 Eddy Drive East, Lewiston, NY 14092 Sch G and 1/4 residue 2 William A Mann, son Lineal 139 Kirkland Avenue, West Chester, PA 19380 Sch G and 1/4 residue 3 Kevin J Mann, son Lineal 113 Fox Fire Lane, Lewisberry, P A 17339 Sch G and 1/4 residue 4 Kathleen M Farmer, daughter Lineal 43934 Rochelle Court, Ashburn, VA 20147 Sch G and 1/4 residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) A. Settlement Statement U.S. Department of HousinQ and Urban Development ~ ,r OMB No. 2502-0265 B. Type of Loan 1. o FHA 4. OVA 2. 0 FmHA 3. 0 Conv. Unins File Number 27136 - P Loan Number 857007 Mortgage Insurance Case Number 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 agent are shown. Items marked "p.o.c" were paid outside of closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: F. NAME AND ADDRESS OF LENDER: JEFFREY M. WEAVER 506 ALLENVIEW DRIVE, MECHANICSBURG, PA 17055 THE ESTA TE OF GLADYS MANN 206 ALLENDALE ROAD, MECHANICSBURG, PA 17055 SLM FINANCIAL CORPORA TION 6000 COMMERCE PARKWA Y, SUITE A, MT. LAUREL, NJ 08054 WILLIAM J. TURPIN, JR. ~c: fr~~~NVlEW DRIVE, MECHANICSBURG, E. NAME AND ADDRESS OF SELLER: G.PROPERTY LOCATION: 206 ALLENDALE ROAD MECHANICSBURG, PA 17055 H. SETTLEMENT AGENT: PLACE OF SETTLEMENT: TIN: I. SETTLEMENT DATE: SUPERIOR SETTLEMENT AGENCY, LLC J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price ..174 900.00 401. Contract Sales Price $174 900.00 102. Personal Property 402. Perso~al property 103. Settlements charges to borrower: 403. (from line 1400) $8,518.77 104. 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. Cityltown taxes 06/17/2005 to 12/31/2005 $196.02 406. Cityltown Taxes 06/17/2005 to 12/31/2005 $196.02 107. County Taxes 06/17/2005 to 12/31/2005 $192.06 407. County Taxes 06/17/2005 to 12/31/2005 $192.06 108. Assessments 06/17/2005 to 06/30/2005 $74.90 408. Assessments 06/17/2005 to 06/30/2005 $74.90 109. SWR!RFSE - 06/17/05-06/30/05 $12.58 409. SWR/RFSE 06/17/05-06/30/05 $12.58 110. MTHY CMMN EXP - 06/17/05-06/30/05 $57.59 410. MTHY CMMN EXP - 06/17/05-06/30/05 $57.59 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER: $183,951.92 420. GROSS AMOUNT DUE TO SELLER: $175,433.15 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money $3,000.00 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) $174,900.00 502. Settlement charges to seller (line 1400) $12,457.00 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. 504. Payoff of first mortgage loan EVERHOME M7'GE $44,309.84 205. 505. Payoff of second mortgage loan 206. 506. .. 207. '. 507. 208. 508. 209. 509. " ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. Cityltown taxes to 510. Cityltown taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR $177,900.00 520. TOTAL REDUCTIONS $56,766.84 BORROWER: IN AMOUNT DUE TO SELLER: 300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER 301. Gross amount due fnom borrower (line 120) $183,951. 92 601. Gross amount due to seller (line 420) $175,433.15 302. Less amount paid by/for borrower (line 220) $177,900.00 602. Less reductions in amt. due seller (line 520) $56,766.84 303. CASH ( ~FROM ) ( Dm) BORROWER: $6,051. 92 603. CASH ( DFROM) ( ~TO) SELLER: $118,666.31 20-1957463 06117/2005 I RESCISSION DATE: HUD-1 (3-86) - RESPA, HB 4305.2 PAGE 1 HU[)..1 (Rev, 3186) L~ OMS No. 2502-0265 700. TOTAL SALES/BROKER'S COMMISSION PAID FROM PAID FROM BASED ON PRICE $174,900.00 @ 6 %= $10,494.00 BORROWER'S SELLER'S DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: FUNDS FUNDS 701. $5222.00 AT AT to JEANETTE DAVIS REAL ESTATE 702. $5272.00 to COLDWELL BANKER HOMESALE SERVICES SETTLEMENT SETTLEMENT GROUP 703. $0.00 to 704. $0.00 to 705. Commission paid at settlement $10,494.00 706 ... 800. ITEMS PAYABLE I 801. loan origination fee 0.7500 % 10 SLM FINANCIAL CORPORATION $1,311. 75 802. loan discount % to SLM FINANCIAL CORPORATION 803. Appraisal fee to: E.J. KOPPENHAVER/SLM FINANCIAL ( $275.00 P.D.C.) $25.00 804. Credit report to: CRECO $55. 00 805. lender's inspection fee SLM FINANCIAL CORPORATION 806. Mortgage insurance application fee to SLM FINANCIAL CORPORATION 807. Assumption fee SLM FINANCIAL CORPORATION 808. SLM FINANCIAL - PROCESSING FEE $350.00 809. SLM FINANCIAL - COURIER FEE $35.00 810. SLM FINANCIAL - DOC PREP FEE $250.00 811. SLM FINANCIAL - ADMINISTRATION $495.00 SETTLEMENT CHARGES N CONNECTION WITH LOAN. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE. 901. Interest from 06/17/2005 to 07/01/2005 @ $28.54/day $399.56 902. Mortgage insurance premium for mos. to 903. Hazard insurance premium for yrs. to STATE FARM 904. Flood insurance premium for yrs. to 905. 1000. RESERVES DEPOSITED WITH LENDER. 1001. Hazard insurance months @ per month 1002. Mortgage insurance months @ $158.87 per month 1003. City property taxes 5.00 months@ $33.25 per month $166.25 1004. County property taxes 5.00 months@ $27.67 per month $138.35 1005. Annual assessments months @ per month 1006. Flood insurance months @ per month 1007. SCHOOL TAXES 3.00 months@ $166.06peunonth $498.18 1008 months@ per month 1009. Aggregate Accounting Escrow Adjustment ($575.80) 1100. TITLE CHARGES: 1101. Settlement or dosing fee to .. 1102. Abstract or tiUe search to 1103. Title examination to 1104. Title insurance binder to 1105. Document preparation to 1106. Notary fees to CASH $15.00 $4.00 1107. Attorney's fees to (includes above items Numbers: ) 1108. Tille insuranca to SVPERIOR SETTLEMENT . AGENCY $1,233.75 (in dudes above items Numbers: TITLE INS. - BASIC ) 1109. Lender's coverage $174,900.00 ( $174,900.00 I 1110. Owner's coverage $174,900.00 ( $174,900.00 I 1111. SUPERIOR SA, LLC - ENDORS 100, 300, 900 & 810 $200.00 I 1112. SUPERIOR SA, LLC - INSURED CLOSING LETTER $35.00 I 1113. STONE LAnVER - COURIER/WIRE FEE $40.00 $15.00 1200. GOVERNMENT RECORDING AND TRANSFER CHAR\jES: 1201. Recording fees: Deed $38.50 ; Mortgage $66.50 : R8Ieases ~105.00 1202. City/county tax/stamps: Oaad $1, 749.00; Mortgage $874.50 $874.50 1203. State tax/stamps: Deed $1,749.00 ; Mortgage ; Other $874.50 $874.50 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES: 1301. Survey to 1302. Pest inspection to 1303. COLDWELL BANKER HSG - TRANS FEE $195.00 1304. SLM FINANCIAL - 05 SCHOOL TAXES $1,992.73 1305. 1306. 1307. 1400. TOTAL SETTLEMENT CHARGES $8,518.77 $12,457.00 Date: I have carefully reviewed the HUQ-.1 Settlement Statement and to the best of my knowledge and belief, it is a e and accurate statement on my acc09unl or by me In thiS Iransaelion I~further certify that I have received a eopy of the HUD-1 Sett/em n State:ent. r ~ ~ . .---Beller or - Borrowe~ ::J 7 -" 'L Uale iR-' (7J I Agent. J ~ . ~VE TH ,.-//~~~f7 ~::,.:"' WILLIAM J. RPIN, . The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transactiOn. with this statement. be disbursed in accordance Date: C-llr-or WARNING: It is a crime to knowingly make false statements to the United States on this or any other'similar form. Penalties upon convicti n can indude a fine and imprison- LAST WILL AND TEST AMENT OF GLADYS I. MANN I, GLADYS I. MANN, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power ~ = = c.n c- :;~ -,. ""'- Q ~:;:;:O '00' -0 -::J=-o _3~~ no "~;"q~ :..-1'5 :::;:-\ I ()1 ""':l ->",-. --- ::0 :n:::Q no'- -' C;)o ~g~ \ \, t":'*l ::1':'::' C::.J o -r-, ~:~ ~S ~fr1 (/)0 -rj of appointment. - .. Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children: SANDRA M. ORMSBY, of Lewiston, New York; WILLIAM A. MANN, of Chester County, Pennsylvania; KEVIN J. MANN, of York County, Pennsylvania; and KATHLEEN M. FARMER, of Ashburn, Virginia. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue who survive me, per stirpes, or ifhe or she have no issue, the share(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of twenty-two (22) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. - 2 - Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education (including college, trade school, or other similar training or education) of the child until the child attains the age of twenty-two (22) years. B. Upon attaining the age of twenty-two (22), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. C. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income ofthe Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article VII In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and/or to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, - 3 - (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and U) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article VIII I hereby appoint my son, KEVIN J. MANN, as Trustee of any Trust(s) created in this Will. In the event ofthe renunciation, death, resignation, or inability to act, for any reason whatsoever of KEVIN J. MANN, I nominate and appoint my daughter, KATHLEENM. FARMER, as Successor Trustee of any Trust(s) created in this Will. - 4 - Article IX I nominate, constitute, and appoint my son, KEVIN J. MANN, Executor of my Last Will and Testament. In the event ofthe renunciation, death, or inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint my daughter, KATHLEEN M. FARMER, successor Executrix of my Last Will and Testament. I direct that my Executor or successor Executrix be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed ifliving. My Executor and successor Executrix shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executor and successor Executrix, in hislher absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, - 5 - (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and 0) to receive reasonable compensation in accordance with their standard schedule offees in effect while their services are performed. IN WITNESS WHEREOF, I, GLADYS I. MANN, hereby set my hand to this my Last Will and Testament, on r ~ d2"" fZ , 2002, at Harrisburg, Pennsylvania. ~~k/ It %4~~_~ GLADYS I. ~ANN In our presence, the above-named GLADYS I. MANN signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address g - 6 - I, GLADYS I. MANN, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by GLADYS I. MANN, the Testatrix, on 6 - ~ ,2002. 1~~ac,J.~~rd (N~:"" Public ~, '~!i}d J, 9;4-</4C- GLADYS I. N NOTARIAL SEAl JESSICA A. HOLLAND, NOTARY PUBLIC CITY OF HARRISBURG, DAUPHIN COUNTY MY COMMISSION EXPIRES MARCH 4 2006 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me :f~~~~~1kr witnesses, on I..t - L/ , 2002. V2tJ.(ld~ t ~101,L1A.t Witness -Hb1a:N,Ja?)' ~ WItness - 7 - NOTARIAL SEAL JESS/CH. HOLLAND, NOTARY PUBLIC CITY OF HARRISBURG, DAUPHIN COUNTY MY COMMISSION EXPIRES MARCH 4 2006 I BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY also known as Gladys I Mann , Deceased No. 2005 00009 Date of Death 12/16/2004 Social Security No. 101-14-8242 Estate of Mann Gladys I Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Jan L Brown Kevin J Mann 1.0. No.: 67993 Address: 845 Sir Thomas Court Suite 12 Dated 7/5/05 Harrisburg Telephone: 717-541-5550 PA 17109 Description Rite Aid Corporation (RAD); 267.305 shs @ $3.41/sh Value 911.51 United States Treasury; 2004 Form 1040 refund 1,980.00 Real estate tax reimbursement 462.98 Sewer reimbursement 12.58 Heritage Acres Condo Assoc reimbursement 57.59 Erie Insurance Group; cancellation refunds 264.00 Total 178,588.66 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative. include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 f Continuation of Inventory Mann Gladys I 2005 00009 Page 1 Description of Inventory Description 206 Allendale Road, Mechanicsburg, Cumberland County, PA Value 174,900.00 Subtotal $ 174,900.00 178,588.66 Grand Total $ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005539 BROWN JAN l 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 ACN ASSESSMENT CONTROL NUMBER AMOUNT _nnn_ fold 101 $11,146.01 ESTATE INFORMATION: SSN: 101-14-8242 FILE NUMBER: 2105-0009 DECEDENT NAME: MANN GLADYS I DATE OF PAYMENT: 07/08/2005 POSTMARK DATE: 07/05/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/16/2004 TOTAL AMOUNT PAID: $11,146.01 REMARKS: CHECK# 140 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS