HomeMy WebLinkAbout08-15-05
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COIIIMClfMlEAllH Of PEfrHM.VMIA
OEPARTIIENT Of REVENJE
DEPT.28llIlI1
HMRISBURG, PA 171:ze.olJ01
I
QECEDENT'S NAME (lAST, FIRST, AND MIDDLE INmAL)
Robinson, William F.
OFFICIAL USE ONLY
FILE NUMBER
21 05 00137
COUNlY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
120-20-8245
01/28/2005
08/2611926
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
1. Original Return
2. Supplemenlal Return
DAlE OF DEAlH (MM-DD-YEAR)
DAlE OF BIRTH (MM-OO-YEAR)
REGISTER OF WILLS
SDaAL SECURITY NUMBER
~
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IIllEg
li~i1
c
OF APPLICABLE) SlJRVMNG SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
3. Remainder Retum (date otdeath priorto 12-13-82)
8. ~OiedT_(AIlach""",
of Will)
9.Liligation~_
o 48. Future InterestComplOll'lise (date of deaIh
1lller12.12~
o 7. Decedent Mainl8lned a LiYlng Trust ("-h
copy of TrusQ
o 10. SpouoaI Powlrty Credb (_ of __ .......
1 1-81 1-1
..
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11.EIection to tax under Sac. 9113(A) (Alia'" SchO)
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o 4. Limbed Emma
lID
o
U
82
.....
COMPLETE MAlUNG ADDRESS
28 South Pitt Street
Carlisle, P A 17013
(1) 165,000.00
(2) 224,287.11
(3) None
(4) None
(5) 69,395.28
(6) None
(7) 30,958.96
(9) 11,335.32
(10) 7,686.90
15. Amount of Une 14 _ at the -' tax rate, x .00 (15)
or transfers under See. 9116(a)(1.2)
z 470,619.13 .045 (16)
!l 16. Amount of Une 14laxable at lineal rate x
~
.. 17. Amount of Une 14laxable at sibling rate x .12 (17)
:E
8
~ 18. Amount of Une 14laxable at coIlalenll rate x .15 (18)
19. Tax Due (19)
13. Charllabie and G<Mlmmental Bequests/See 9113 Trusts for which an eIecIion 10 tax has not been
__ (Schad\lle J)
14. Net Value Subject to Tax (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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1. Real E_ (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. ~ & Notes Receivable (Schedule 0)
5. Cash, Bank DeposlIs & MisoeIlaneous P_ Properly
(Schedule E)
6. Jointly Qwned Properly (Schedule F)
o Separate BUHng Requested
7. Inter-VIVOS Transfenl & MisoeIlaneous Non-P_ Properly
(Schedule G or L)
8. Total Gross _ (Iolal Unes 1-7)
9. Funeral Expenses & AdministrallVe Costs (Schedule H)
10. Debls of~, Mortgage Lia_, & liens (Schedule I)
11. Total Deductions (tolal Lines 9 & 10)
OFFICIAL USE ONLY
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12. Net Value of EmMe (Une 8 minus Une 11)
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,o489,64p5
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(11)
(12)
(13)
(14)
19,022.22
470,619.13
470,619.13
21,177.86
21,177.86
20. 0
CHECK HERE IF YOU ARF REOUESTI'.l", A REFU~JD OF A~~ OVERPD.Y"lENT
.._"'_))1 .)liilil'l.'_~ 1~._ll(___*I.Cf;lIIIII'"
Copyrighl2000 form sollware only The Lackner Group, Inc. Fonn REV-1&OO EX (Rev, 8-00)
Decedent's Complete Address:
STREET ADDRESS
508 Eighth Street
CITY
New Cumberland
ISTATE PA
I ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Une19) (1)
2. Credits/Payments
A. Spousal Poverty Credft
B. Pllor Payments
C. Discount
21,177.86
Total Credits (A + B + C) (2)
0.00
3. Inte_enalty if applicable
D. Interest
E. Penalty
TotaIlnlereslIPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Uno 20 to request a refund
5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 21,177.86
(SA)
(5B) 21,177.86
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PlACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did _nt make a transfer and: Yes No
a. retain the uee or income of the property transferred;..................................................................................... ~ I
:: ::~:he.;::.~i=::..~".':.~.~~....~"'.'llCl.~.~.i.n"':';::::::::::::::::::::::::::::.............
d. receive the promise for life of either payments, benefIls or care?..................................................................
2. If deeth occurred aller December 12, 1982, did decedent transfer property within one year of deeth without
receiving adequate consideration?......................................................................................................................... 0 ~
3. Did decedent own an 'in trust for" or payable upon deeth bank account or security at his or her death?............... 0 ~
4. Did decedent own an Individual Retirement Aooount, annuity, or other non-proIlaIe property which
contains a beneftclary deaignalion?........................................................................................................................ ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penelties of perjU'Y, 1 declarethat 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.
Oed8ndion of preparerol:her than the penIOnlIl ~ is based on all information ofwhictl prepImM' has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE
_C.Ra
1436 Sconsett W!IY...
New Cumberland,'P A 17070
'is -13. -oS-
ADDRESS
DATE
ADDRESS
DATE
28 South Pitt Street
Carlisle, PA 17013
;j-/3-OS
_ of deat 00 or after July 1, 1994 and before January 1, 1995, the tax rate impoeed 00 the net value of transfers to or for the use of the
surviving spouee is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For _ of deeth on or after Januery 1, 1995, the tax rate impoeed on the net value of transfers to or for the use of the surviving spouse is 0'l6
[72 P.S. ~116 (a) (1.1) (ii)]. The statute does not exemDla transfer to a surviving spouse from lax, and the statutory requirements for disclosure
of assets and filing a tax retum are slillappllcable even if the surviving spouse is the only beneficiary.
For _ of deeth 00 or after July I, 2000:
The tax rate impoeed 00 the net value of transfers from a deceesed child 1Mnty-one years of age or younger at deeth to or for the use of a natural
parent, an adoptive parent, ora stepparent of the child is 0'l6 [72 P.S. ~116 (a) (1.2)J.
The tax rate impoeed on the net value of transfers to or for the use of the _'s linee! beneficiaries is 4.5%, exoeptas noted in n P .5. ~9116
1.2) [72 P.S. ~9116 (a) (1)].
The tax rate impoeed on the net value of transfers to or for the uee of the deoedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under SeclIon 9102, as an individual who hes at 1easl one parent in commoo with the decedent, whether by blood or adopIion.
*'
SCHEDULE A
REAL ESTATE
COIIMONNEALTHOf PBHM.VANIA
NERfTNCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Robinson. WilliamF. I FILE NUMBER
21 - 05 - 00137
All real propel1Y 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 properlY would be exchanged between a Willing buyer and a wiUing seller, neither being compelled to buy or sell, both having
reasonable knoWledge of the relevant facts. Real property Which Is jolnlly-owned with righf of survivorship must be disclosecl on
schedule F.
ITEM
NUMBER
I
DESCRIPTION
508 Eighth Street, New Cwnberland, Cwnberland County, Pennsylvania
Property sale price
VALUE AT DATE
OF DEATH
165,000.00
TOTAL (Also enter on Line 1, Recapitulation)
165,000.00
.
SCHEDULE B
STOCKS & BONDS
COMMOJMEALTH OF PEtN;YLVNtA
INiERrrANCE TAX RETURN
RESIDENT DECEDENf
ESTATE OF Robinson, WilliamF.
I FILE NUMBER
21 - 05 - 00137
AD properly jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 Citigroup 48.40 66,534.66
2 Exxon Mobil 51.50 81,576.00
3 IBM 92.95 41,269.80
4 PPL Corporation 53.6 17,473.60
5 St. Paul Travelers 36.9 2,730.60
6 JP Morgan Chase 37.03 10,109.19
7 Prudeutial Financial 53.41 4,593.26
TOTAL (Also enter on line 2, Recapitulation) 224,287.11
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMOHNEAL 1H OF PBffSYlVANlA
INiERrTMCETAXftETURH
RESIDENt' DECEtlENT
ESTATE OF R b' W'!li F
o mson, 1 am .
I FILE NUMBER
21 - 05 - 00137
Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinUy-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
6,347.77
Cili=1s Bank Checking Acct. 610070-651-6
2
Cili=1s Bank Money Marlcet Ace!. 620479-838-7
53,016.59
3
Cili=1s Bank Certificate of Deposit 6140-697387
10,030.92
TOTAL (Also enter on Line 5, RecapitulaUon)
69,395.28
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robinson, William F.
FILE NUMBER
21 - 05 - 00137
This schedule must be completed and filed if the answer to any of Questions 1 throuah 4 on paae 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF
Include the name of the transferee, their relationship to cIecedenl: and the date d transfer. EXCLUSION TAXABLE VALUE
NUMBER VALUE OF ASSET DECO'S OF APPLICABLE)
Attach a CQ9Yofthe deed for real estate. INTEREST
I Prudential Financial Life InSUTance Policy 5,000.00 100% 5,000.00
Contract No. 17 048 123
2 Prudential Financial Life Insurance Policy 5,000.00 100% 5,000.00
Contract No. 21 057 110
3 Prudential Financial Life !nSUTance Policy 3,000.00 100% 3,000.00
Contract No. 25 182 235
4 Transamerica Life Insurance and Annuity Company 12,958.96 100"10 12,958.96
Contract No. 26142950
5 IBM Group Life Insurance 5,000.00 100% 5,000.00
TOTAL (Also enter on line 7, Recapitulation) 30,958.96
*'
SCHEDULEH
~EXPB\ISES&
ADNNSTRA11\IECOSIS
COIIlMaNWEALTH OF PBfiSYl.VNM
NERfTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF R b. Will. F
o mson, lam.
I FILE NUMBER
21 - 05 - 00137
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
I Parthemore Funeral Home and Cremation Services, Inc. 9,186.83
2 Rolling Green Cemetery 995.00
3 Sears - Shirt for Decedent 18.00
4 Food for Post-Ceremony Gathering 243.46
5 Gingrich Memorials 145.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of PeI$OIllIl Representative(s):
street Address
City state - Zip
Year(s) Commission paid
2. Attorney's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 535.00
Cwnberland Law Journal 75.00
The Sentinel - Legal 137.03
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. other Administrative Costs
I
TOTAL (Also enter on line 9, Recapitulation) 11,335.32
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
CO..M0fMIEAL1l1 OF P~VANIA
.....ERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 05 - 00137
ESTATE OF R b. Willi. F
o mson. am..
Include unreimbursed medical expenses.
ITEM
NUMBER
I US Treasury - 2004 Income Tax
DESCRIPTION
AMOUNT
2,134.00
2
Individual Healthcare Providers
1,165.14
3
Griswold Special Care
298.75
4
Central Medical Equipment Co.
303.64
5
Robin Gasperetti, Tax Collector - Real Estate Taxon 508 8th Street
511.18
6
Roger Hwnmel - Lawn Care
395.00
7
Kemper Auto & Home - Homeowners Insurance
190.00
8
Borough of New Cwnberland - Sewer & Trash
134.94
9
PPL Electric Utilities
304.48
10
Pennsylvania American Water Company
107.26
11
UPS Overnight packages
110.00
12
IBM - January health insurance coverage
78.00
13
AT&T
40.77
14
Verizon
39.D9
15
Equiserve - Replace lost certificates
27.10
16
Quantwn Imaging
27.60
17
Interuists of Central P A
20.15
18
P A Department of Revenue - 2004 Income Tax
20.00
19
Expenses to Sell 508 8th Street
1,779.80
TOTAL (Also enter on Line 10, Recapitulation)
7,686.90
Jruf ~U(OJ ana ~l'1fnllll'ltf
101
WILLIAM F. ROBINSON
I, William F. Robinson, of 508 Eighth Street, New Cumberland, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding,
do make, publish and declare this to be my Last Will and Testament, hereby revoking
and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my
just debts, funeral expenses and expenses involved or connected with the
administration of my estate as soon after my death as is reasonably possible. However,
my personal representative need not accelerate and pay those unmatured obligations
which, in his, her or its opinion, it might be proper and more advantageous to retain or
renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my death, I authorize my personal representative, in his, her or its
sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and
to expend sums from my estate for this purpose.
SECOND
I give, devise and bequeath my entire estate together with all insurance proceeds
thereon of whatever nature and wheresoever situate in equal shares, share and share
alike, per stirpes to my sons, Dennis W. Robinson, of Boiling Springs, Pennsylvania,
Richard E. Robinson, of Largo, Florida, James M. Robinson, of New Cumberland,
Pennsylvania, William W. Robinson, of Longmont, Colorado, and David C. Robinson,
of New Cumberland, Pennsylvania.
THIRD
If, at the time of my death, any beneficiary of this my Last Will and Testament is
under the age of twenty-five (25) years or is, in the judgment of my personal
representative, mentally disabled, I give, devise and bequeath said beneficiary's share
to my Trustee, James M. Robinson, of New Cumberland, Cumberland County,.
Pennsylvania, in Trust for said beneficiary, in accordance with the paragraphs below. In
the event James M. Robinson is deceased, unable or unwilling to serve or shall cease
to serve for any reason whatsoever, then I nominate, constitute and appoint David C.
Robinson, of New Cumberland, Cumberland County, Pennsylvania, to serve instead.
FOURTH
During the terms of any trust created pursuant to this Will the Trustee is
authorized to expend and apply so much of the net income and principal of each such
Trust as the Trustee shall consider advisable for the health, maintenance, support and
education (including college education, undergraduate and graduate) of each such
beneficiary until he or she attains twenty-five (25) years of age, or until all such amounts
are paid out of the Trust. When the beneficiary attains the age of twenty-five (25) years
or is in the judgment of my Trustee mentally sound, whichever occurs later, the Trust
shall terminate and the remainder thereof shall be paid to said beneficiary. If said
beneficiary shall die before the termination of said Trust, the Trust shall terminate and
the remainder thereof shall be paid in accordance with the paragraph above. I direct
that no Trustee shall be required to give or post bond for the faithful performance of the
Trustee's duties in this or any other jurisdiction.
FIFTH
My executor and trustee are authorized and empowered to exercise from time to
time in his/her/its sole discretion and without prior authority from any Court, in respect of
any property forming part of any trust hereby created or otherwise in its possession
hereunder all powers conferred by law upon trustees or executors and the testator
intends that such powers be construed in the broadest possible manner.
SIXTH
I nominate, constitute and appoint my son, David C. Robinson, of New
Cumberland, Cumberland County, Pennsylvania, Executor of this my Last Will and
Testament. In the event David C. Robinson is deceased, unable or unwilling to serve
or shall cease to serve for any reason whatsoever, then I nominate, constitute and
appoint my son James M. Robinson, of New Cumberland, Cumberland County,
Pennsylvania, to serve instead. I direct that my personal representative shall not be
required to give or post bond for the faithful performance of his/her/its duties in this or
any other jurisdiction.
SEVENTH
I hereby declare it to be my expressed desire that my personal representative
employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advice and
assistance regarding this my Last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters that may arise at the
probate of this instrument, the administration of my estate, and the execution of the
powers herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and
Testament this I (.,1"1\ day of OC'"TODeR.. , 2003.
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Witness
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0J&/l!;,,~r-;c
'tfr'.. n~V'Y',4>~
William F. Robinson
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( itness
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
I, William F. Robinson, the Testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to the 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 expressed.
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. P~i/'vll{, '. - < .~ ~F
Wdiam F. Robinson ~
Sworn or affirmed and acknowledged before me by William F. Robinson, the
Testator, this IlDll-l- day of OC106C12-., 2003.
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Notary ~ IC . ~
Nolarial Seal
Robert J. Mulderig, NOla'" Public
Cart Isle Boro. Cumberland County
My Commission Expires Nov. 13, 2Ot14
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
We, \~."", \Jt:>r'Y)E-~
and -Je'S"S,cAA. HoC'{E'I<..s,.y"i)/, the witnesses
whose names are attached to the foregoing document, being duly qualified according to
the law, do depose and say that we were present and saw Testator sign and execute
the instrument as his Last Will and Testament; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testator signed the Last Will and
Testament as witnesses and that to the best of our knowledge the Testator was at the
time 18 or more years of age, of sound mind and under no constraint or undue
influence.
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Sworn or affirmed and subscribed before me by K:m iVd;77ER and
;J~58 it! /1- n !/t?tl6;-as.;n,4his /,/ day of (IJ~(;;'I:3cRu ,2003.
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Notary P lie
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Notarial Seal
Robert J. Mulderig, Notarv Public
Carlisle ,Boro, Cumberland County
My Comml~sio~ ~:~~.:: ~~~'._~ ~__~~~~_<,
A. S.ttle....nt State....nt
U.S. Department of Housing
and Urban Development
OMS Approval No. 2502-026E
B. Type of loan
1.[ JFHA
4. [ lVA
2. [ ] FmHA
5. [ J Conv.!n..
3. [ J Conv.Unins. 6. File Number:
7. loan Number:
8. Mortgage Insurance Case Number:
400501098-CB
0031245475
C. NOTE:
THIS NOTE IS FURNISHED TO GIVE YOU A STATEMENT OF IICTUIIL SETTLEMENT COSTS.IIMOUNTS PAID TO AND BY THE
SETTLEMENT IIGENT ARE SHOWN. ITEMS MARKED "(P.O.C.)" WERE PAID OUTSIDE THE CLOSING; THEY ARE SHOWN HERE FOR
INFORMATIONAL PURPOSES AND NOT INCLUDED IN THE TOTALS.
D. HIIme and Addre.. of Borrower I E. Name and Address of SeUer
RONALD J. VASILOFF WILLIAM F. ROBINSON
303 TENTH STREET
NEW CUMBERLIIND, PII17070 ' PA
IF. Name and Addre.. of Lender
PHH MORTGAGE CORPORATION
3000 lEADEN HALL ROAD,
MOUNT LAUREL, NJ 08054
G. PROPERTY LOCATION
508 EIGHTH STREET.
NEW CUMBERLAND, PA 17070
COUNTY: CUMBERLIIND
PARCEL 10: 26-24-0811-392
TOWNSHIP: NEW CUMBERLAND BOROUGH
H. Settlement Agent
SECURED LIIND TRANSFERS. MECHANICSBURG
Place of Settlement I. Settlement Date I
485 ST. JOHNS CHURCH ROAD.. Ol.bu....m.nl Dote
SHIREMANSTOWN. PA 17011
8/1120054:00:00
PM/8I1I2OO5
J. SUMMARY OF BORROWER'S TRANSACTIONS K. SUMMARY OF SELLER'S TRANSACTIONS
100. Gron Amount Due From Borrower 400. Gros. Amount Due To Sener
101. Purchase Price $165.000.00 401. Purchase Price . 5165,000.00
102. Personal Property 402. Personal Property
103. Settlement Charg.. to Borrower 55,745.70 403.
104. 404.
105. 405.
Adjustments For Items Paid By SeUer In Advance Adjustments For Items Paid By Seller In Advance
106. CityfTown Taxes 406. CltyfTown Taxes --,-
107. County Taxes 740.45001yr for 08/01/05 thru 01/01/06 $308.52 407. County Taxes 740.45001yr for 08101/05 thru 01/01106 5308.52
108. Assessments 408. Assessments
109. School Taxe. 1485.2200/yr for 06101105 Ihru 07/01106 $1,361.45 409. School Texe. 1485.22001yr lor 08l011051hru 07101106 51,361.45
110. 3rd QIr Refuse (7/819) 38.60/qlr lor 81112005 10 $25.59 410. 3rd Qtr Refuse (7/819) 38.601qlr for 8111200510 $25.59
10/112005 10/112005
111. 411.
112. 412.
120. Gross Amount Due From Borrower I 5172,441.26 420. Gross Amount Due To Seller I $166,695.56
200. Amounts Paid By Or In Behalf Of Sorrower SOO. Reductions In Amount Due To Seller
201. Deposit Held by Seller 51.000.00 501 . Deposit Held by Seller 51,000.00
202. Principal from PHH Mortgage Corporation 5155.800.00 502. Settlement Charges To Seller (IIn. 1400) 51,729.80
203. Existing loan(s) taken subject to 503. Existing Loan(s) taken Subject To
204. Lender Contribution from PHH Mortgage Corporation $194.75 504. Payoff of First Mortgage Loan
205. 505. Payoff of Second Mortgage Loan
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments For Items Unpaid By Seller AdJusbnents For Items Unpaid By Seuer
210.CI~lTownTexos 510. CityfTown Taxes
211. County Taxes 511. County Taxes
212. Assessments 512. Assessments
213. . 513.
214. 3rd Olr Sower (7/819) 26.20/qlr for 7/1/2005 10 $8.83 514. 3rd Qlr Sewer (7/819) 26.20/qlr for 7/112005 10 58.83
81112005 ..' 61112005
215. . . 515. .' ,
216. 516.
217. 517.
218. 518.
219. 519.
220. Total Paid By/For Borrower
300. Cash At Settlement FromITo Borrower
301. Gro&8 Amount Due From Borrower (tine 120)
302. Less Amounts Paid By/For Borrower (line 220)
I
$157,003.58 520. Total Reduction Amount Due Sener I
600. Cash At Settlement To/From Seller
$172,441.26 601, Gross Amount Due To Seller (line 420) I
$157.003.58 602. Less Deductions In Ami. Duero Seller (line 520) I
52,736.63
T
I
$166.695.56
$2,738.63
303. C..h [X] From I ) To Borrower
$15.437.68 603. Cash [Xl To [ ] Front Seller
5163.956.93
400501098 - CB
L. Settlement Statement
Page 2
700. Total Sale. Com million
Division of Commission (line 700) As Follows: Paid From Borrower's Paid From Seller's
701. Listin'g .Agent Commission Funds At Settlement Funds At Settlement
702. Selling Agent Commission
703. Commission paid at settlement
800. Items Payable In Connection With Loan
801. Loan Origination Fee
802. Loan Discount
803. Appraisal Fee to STARS $325.00
804. Credit Report to cee Systems $15.00
805. lender's Inspection Fee
809. Document Preparation to PHH Mortgage Corporation $85.00
811. FlOod Cart. Fee to STARS $19.50
814. Application Fee to PHH Mortgage Corporation $450.00
900. Items Required By Lender To Se Paid In Advance
901. Interest from 08/01/05 to 09/01/05@29.75/day $922.25
902. Mortgage Insurance Premium for
903. Hazard Ins Premium State Farm Ins, (POC 395,00)
1000. Reserv.. Deposited With Lender
1001, Hazard Ins Reserve 3 mo @ 32.92/ mo PHH Mortgage Corporation $98.76
1002. Mortgage Insurance
1003. City Property Taxes
1004. County Tax Reserve 7 mo@ 43.39/ mo PHH Mortgage Corporation $303.73
1006. School tax 3 mo@ 131.n I mo PHH Mortgage Corporation $395.31
1009. Aggregate Accounting Adjustment from PHH Mortgage Corporation -$173.60
11 QO. Title Charge,
1101. Settlement or Closing Fee
1102. Title Evidence Short Form Residential Policy Charge to Apex Real Estate Information Services $100.00
1103. Title Examination
1106. Notary fees to Cash $20.00 $10.00
1107. Attorney's fees
1108. Title insurance to Secured land Transfers. Mechanlcsburg $1,183.75
1109. Lende~s Coverage $155800.00 ($)
1110. Owner's coverage $165000.00 ($1183.75)
1111. Endorsement 900nl 0 to Apex Real Estate Information Services / Secured land Transfers. Mechanicsburg / $100.00
Secured Land Tran
1113. Insured Closing Protection Letter to Apex Real Estate Information Services $35.00
1114. Overnight Delivery & Processing Fee to Secured Land Transfers. Mechanicsburg $20.00
1116. Wire Fee to Secured land Transfers. Mechanicsburg $35.00
1120. Doc Print to Secured Land Transfers. Mechanlcsburg $50.00
1122. Tax Cert to Secured Land Transfers. Mechanicsburg $5.00
1200 Government Recording And Tl"llnsfer Charge.
1201. Recording Fees: Deed $ 38.50; Mortgage $ 72.50 $111.00
1202. Clty/CountyTaxlStamps 1650.00 $1,650.00
1203. Slale Deed Tax $ 1650.00 $1,650.00
1205.
1300 Additional Settlement Charge.
1305. 3rd Otr Refuse (7/819) to New Cumberland Borough Office $38.60
1306. 2nd air Sewer (4/516) to New Cumberland Borough OffIce $26.20
1400. Total Settlement Charge. (Enter On Lln..103, Section J And 502, Section K) $5,745.70 $1,729.80
. .
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief It IS true and accurate statement of all receIpts and disbursements
on my account or by me In this transaction. I further certify that I have receIved a copy of the HUD~l settlement Statement.
.
Ronald J. Vasiloff
The HUO.1 sattternen Statement which I have prepared is a true and accurat
with this statement.
setttementAge(7 ~f2~
SECURED LAND TRANSFERS - MECHANICSBURG
Date
8/1120054:00:00 PM
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-l t62 EXit 1-96/
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ROBINSON JAMES M
28 SOUTH PITT STREET
CARLISLE, PA 17013
n__n__ tClld
ESTATE INFDRMATIDN: SSN: , 20-20-824S
FILE NUMBER: 2105-0137
DECEDENT NAME: ROBINSON WILLIAM F
DATE OF PAYMENT: 08/15/2005
POSTMARK DATE: 08/15/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/28/2005
NO. CD 005684
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $21,177.86
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$21,177.86
REMARKS: J M ROBINSON ESQ
CHECK# 146
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS