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HomeMy WebLinkAbout08-31-05 -_.,.~ - " 1\ \ \ 'I' UJ (J ;\ 0 d\ 0 :'\ 0.. '1 1'1 N .1'. .~ z. ; I ' 0 r.c u ';: ;1 Cl ~.t, .u .J Ii' ~c; :a z 1< I' it -' ?' -' -;;: -, -. -:::.: :;::::: -' -::::: : =t: -. -. :;::::;. -. ~. -. -, -' -;;: -, -. -' - -. ~. :::,.:.... -;:'. ~~~_CCjr~r ')0"'( !\ \ ~,~: t~ \ ",-'_'" V j.'-.... J \.0-' t ,"\ e:""\( Of ("Irz-~\('[ i\.j",.- 'i" ( . n. c. l . -- .J , y ~ -' ,~ ! Lj <; I ~ rI). ell ..... ~ ; .... ~ r- ~~~ '; rI). -< ~ .... rl).fIl;;J ~ <s8 ~ ~ ~~~~ ;;;,~\;Wz = 80~t:~ .....c:. ;J~ 7 Z rfJ ~ ~-<~ " ~~tn ~ ~~lIl i .C~rfJ \ ~~ = ~ ~ (l) Ul :;j o ,C .iJ H :;j (l) o H UcOrt'l :;j..... tTl >< 0' 0 ,-I.iJtf}t"- ,-I C ..... ...-1 :;j (l) ..,..OtTl -U:;jld: 1.\-1 0 P-l OrO'c C.iJ ~ H cO H (l) (l),-I :;j,-l .iJHOUl Ul (l) U...-I ...-1 .0 ,-I O"S(l)H (l):;jCcO p::UOU o r- BRENDA F. KEPHART, LEGAL ASSISTANT PAULA K. WHITE, LEGAL ASSISTANT JUDITH A. EBERSOLE, ADMINISTRATIVE ASSISTANT .:~::> ~ ::~) :",Yl JAN L. BROWN, ESQUIRE" JACQUELINE A. KELLY, ESQUIRE "ADMITTED IN PA AND DISTRICT OF COLUMBIA 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 ) August 30, 2005 '. i 'j. c..) Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 c=> CJ'l Re: Estate of Deanna M. Murray Estate No. 21-05-0142 Administratrix: Sandra E. Pace To Whom It May Concern: Enclosed for filing are an original and two copies of the Inheritance Tax Return and an original and one copy of the Inventory for the Estate of Deanna M. Murray. A check in the amount of $2,475.14 made payable to the Register of Wills, Agent, for payment of Pennsylvania Inheritance Tax due, and a check in the amount of$30.00 made payable to the Register of Wills for the filing fee have also been enclosed. Please return a time-stamped copy of each document in the envelope provided. Also, Please forward the receipt of payment to my office. Sincerely, -()fUruu1~ t(.~/d/ ~c~ue~aeA~~ell;,ESq. '~ Enclosures .TJ :Tl r) ;~~.::> 'T) \.. .} ,.--, '..~) " 'r~~ - .~ - c ) . ~"rl REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W o w c W I- ~:$Ul ull::~ wl1.u J: 00 " ll::..J ~11.1IJ 11. 00( DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Murra Deanna M. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NUMBER 2 -05 0 1 4 2 ""CoUNTYCOOE ---VEAR- - - NuMsER- - SOCIAL SECURITY NUMBER 1 7 9 - 4 4 - 9 044 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior!o 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o i= <( ...J :J l- n. <( o w 0:: z o i= <( I- :J n. :! o o >< <( I- 0.00 X _(15) 0.00 55,003.00 X .045 (16) 2,475.14 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 2,475.14 01/05/2005 08/19/1956 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [Xl 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copyafWiII) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trus!) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) PA 17109 116,000.00 ! OFFICIAL USE ONLY c-.,) .= c=--:> 1':~,"" :.....;, C~-= C) (...) I- Z W C Z o 11. Ul W ll:: ll:: o U NAME Jac ueline A. Kell FIRM NAME (If Applicable) Jan L. Brown & Associates TELEPHONE NUMBER 717 -541-5550 COMPLETE MAILING ADDRESS 845 Sir Thomas Court Suite 12 Harrisbur -) TJ I ~:\ ;~~ . ..'~ ;:i3 ;:1 \:.'J ~~; .::~~ ~.::J . :C") !"-n 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 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) 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 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 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT l. 4,524.20 --~J o + (8) 120,524.20 35,271.58 30,249.62 (11) (12) (13) 65,521.20 55,003.00 (14) 55,003.00 Decedent's Com lete Address: STREET ADDRESS 33 Millers Ga Road CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 2,475.14 Total Credits ( A + B + 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) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 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; ........................................................................... 0 !XI b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 !XI c. retain a reversionary interest; or ...................................................................................................... 0 !XI d. receive the promise for life of either payments, benefits or care? ............................................................. 0 !XI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 !XI 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 !XI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 !XI 0.00 2,475.14 2,475.14 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 pe~ury, I declare that I have examined this retum, 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 personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERS N RESP NSIBLEFOR FILJt:l,G RETURN DATE c.. f"a(!L,. Ad/y/,n. S' 3ujDS ADDRESS 1443 Newtown Circle Mechanicsburg PA SIGNATURE OF PR ARER OTHER THAN REP 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. ~911~ 1,,\11 1\ lill For dates of 1)...l (' OLlo(") .('f: The statute I 6)...i the survivin~ f'\ \:-5 :; . ()~) Af J) J ~. 5 . (j,,'l te imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)l. luse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if For dates of The tax rate or a steppar The tax rate :T. AV00rthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax ratE for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parern In cornrnoo Wlllllne decedent, whether by blood or adoption. I deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, REV-1502 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Murray. Deanna M. 21 05 0142 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 Drooertv which is iointtv-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Real property located at 33 Millers Gap Road, Enola, PA 17025 See attached settlement sheet VALUE AT DATE OF DEATH 116,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 116000.00 REV-15G8 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Murrav. Deanna M. 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. 0142 DESCRIPTION ITEM NUMBER 1. AmeriChoice Federal Credit Union Savings Account #32211-01 2. Proceeds from sale of household goods and furniture at Bricker's Auction 3. Proceeds from sale of household goods, appliances, lawn tools, etc. 4. Refund from PPL 5. Reimbursements for payment of local taxes, trash, and assessments--33 Millers Gap Rd See attached settlement sheet 6. Refund from Suburban Energy Services VALUE AT DATE OF DEATH 25.00 2,140.00 1,587.70 45.15 519.94 206.41 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 4 524.20 REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Murray. Deanna M. ITEM NUMBER A. 1. 2. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 05 Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Myers Funeral Home Gingrich Memorials--gravemarker ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Sandra E. Pace Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 1443 Newtown Circle City Mechanicsburg State PA Zip 17050 Year(s) Commission Paid: 2005 Attomey Fees Jan L. Brown & Associates Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip Probate Fees Register ot Wills ot Cumberland County Accountanfs Fees Tax Retum Preparer's Fees The Sentinel--Iegal advertising The Cumberland Law Journal--Iegal advertising F.M. Oppel--oil tor real property at 33 Millers Gap Road, Mechanicsburg, PA Penn Waste--trash removal; real property at 33 Millers Gap Road, Mechanicsburg, PA Blacks Detachable Trust Systems--dumptster costs; real property at 33 Millers Gap Rd Kiser Homeowner's Insurance; real property at 33 Millers Gap Rd. Bolash Construction--garage demolition; real property at 33 Millers Gap Rd. New bathroom window; real property at 33 Millers Gap Rd. Reimburse executrix tor out-ot-pocket expenses, including but not limited to copies, packaging tape, gloves, trash bags, salt. PPL Utilities; real property at 33 Millers Gap Rd. Reimburse Gloria Pace and others tor cleaning out real property at 33 Millerst Gap Rd. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0142 AMOUNT 6,566.00 2,120.00 3,707.00 6,026.21 186.00 106.79 75.00 389.12 36.70 190.75 449.75 1,968.00 126.14 181 .45 217.37 697.50 35 271.58 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Murray, Deanna M. Decedent's Name Page 1 21 05 0142 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER DESCRIPTION AMOUNT 18. 19. 20. Register of Wills: filing fees for Inheritance Tax Return and Inventory Settlement charges--33 Millers Gap Road, Mechanicsburg, PA Guy Deitch--Iawn service 30.00 12,157.80 40.00 SUBTOTAL SCHEDULE H.B7 12,227.80 REV-1512 EX + (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Murray. Deanna M. FILE NUMBER 21 05 Include unreimbursed medical expenses. 0142 ITEM NUMBER DESCRIPTION 1, Myers Funeral Home Default judgment from John Murray's funeral 2. Verizon--outstanding debt 3. Culligan Water Conditioning--outstanding debt 4. Comcast Cable--outstanding debt 5. Internists of Central PA--oustanding medical bill 6. West Shore EMS--outstanding medical bill 7. Shipley Energy--outstanding debt 8. AmeriChoice Federal Credit Union--outstanding debt VISA account #4202900000065028 9. Household Finance Corp.--outstanding debt 10. Mark K. Emery, Esquire--outstanding legal fees 11. Law Offices of Said is, Shuff, Flower & Lindsay--outstanding legal fees 12. Sears--outstanding debt account #1150139051520 13. Chase Bank--outstanding debt credit card 14. NCO Financial--outstanding debt 15. Estate of Dorothy S. Pace--outstanding inheritance taxes PA File NO.21-96-961 VALUE AT DATE OF DEATH 5,429.00 115.61 204.68 48.51 120.00 102.78 895.87 495.25 5.835.09 1,4 72.94 1,600.00 1,279.39 2,164.46 150.54 10,243.60 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 30 249.62 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Murray, Deanna M. Decedent's Name Page 2 21 05 0142 File Number Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. JTH Tax Services, LLC--outstanding occupational taxes for 2004 25.00 17. Avon, clo Allied Data Corporation--outstanding debt 66.90 ref #7033863-978 SUBTOTAL SCHEDULE I 91.90 GRAND TOTAL SCHEDULE I $ 30,249.62 '~.""~.('.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Murrav_ P M ?1 O!; 0142 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS ~ndude oU~ht spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1. Steve R. Wolaver Lineal 18,334.33 205 Parkstream Circle West Columbia, SC 29170 2. Angela Fickes Lineal 18,334.33 10 Meadowbrook Court New Cumberland, PA 17070 3. Nicole Murray c/o Gloria Kautz Lineal 18,334.34 138 N. Middlesex Road Carlisle, PA 17013 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 OMS No. 2502-0265 lJ. Type of Loan 1. OFHA 2. o FmHA 3_ 0 Cony. Unins File Number Loan Number 26968 - P 4 OVA 5. o Conv. Ins. Mortgage Insurance Case Number 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 tolals. E. NAME AND ADDRESS OF SELLER COY M. WIRE 1701 PETERS MOUNTAIN ROAD, DAUPHIN, PA 17018 THE ESTATE OF DEANNA M. MURRA Y 33 MILLERS GAP ROAD, ENOLA, PA 17025 D. NAME AND ADDRESS OF BORROWER F. NAME AND ADDRESS OF LENDER COMMUNITY BANKS 2796 OLD POST ROAD, HARRISBURG, PA 17110 G. PROPERTY LOCATION: 33 MILLERS GAP ROAD ENOLA, PA 17025 H. SETTLEMENT AGENT: CEDAR CLIFF ABSTRACT AGENCY, INC. PLACE OF SETTLEMENT TIN: 23-2133165 SETTLEMENT DATE. 04/14/2005 I RESCISSION DATE: 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 S116 000.00 401. Contract Sales Price $116,000.00 102. Personal Property 402. Personal property 103. Settlements charges 10 borrower 403. (from line 1400) $3,395.75 104. 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. City/town taxes 04/14/2005 to 12/31/2005 $ 68 . 12 406. Cilyllown Taxes 04/14/2005 to 12/31/2005 $ 68 . 12 107. Counly Taxes 04/14/2005 to 12/31/2005 $180.78 407. County Taxes 04/14/2005 to 12/31/2005 $180.78 106. Assessments 04/14/2005 to 06/30/2005 $240.24 408. Assessments 04/14/2005 to 06/30/2005 $240.24 109. EST OF DEANA M. MURRY-TRASH REIMB $30.80 409. EST OF DEANA M. MURRY-TRASH REIMB $30.80 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER: $119,915.69 420. GROSS AMOUNT DUE TO SELLER: $116,519.94 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money $15,000. 00 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) $101,000. 00 502. Settlement charges to seller (line 1400) $17,349.80 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. 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 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. 513. 214. 514. 215. 515. 216. 516. 217. 517. 216. 518. 219. 519. 220. TOTAL PAID BY/FOR $116,000.00 520. TOTAL REDUCTIONS BORROWER: IN AMOUNT DUE TO SELLER: $17,349.80 300. CASH AT SETTLEMENT FROM/TO BORROWER' 600. CASH AT SETTLEMENT TO/FROM SELLER 301. Gross amount due from borrower (line 120) $119,915. 69 601. Gross amount due to seller (line 420) $116,519.94 302. Less amount paid bylfor borrower (line 220) $116,000.00 602. Less reductions in amI. due seller (line 520) $17,349. 80 303. CASH ( ~FROM ) ( DTO) BORROWER: $3,915.69 603. CASH ( D FROM) ( ~TO) SELLER: $99,170. 14 HUD-1 (3-86) - RESPA, HB 4305.2 PAGE 1 . OMS No_ 2502-0265 "HUD_l (Rev. 3/86) L. SETTLEMENT CHARGES , J. TOTAL SALES/BROKER'S COMMISSION PAID FROM PAID FROM BASED ON PRICE $116,000. 00 @ 6 0/0 '" $6,960.00 BORROWER'S SELLER'S FUNDS FUNDS DIVISION OF COMMISSION (LINE 700) AS FOLLOWS AT AT 701 $6,960.00 10 REMAX REALTY ASSOCIATES SETTLEMENT SETTLEMENT 702 10 REMAX REALTY ASSOCIATES 703 10 704. 10 705 Commission paid al settlement $6,960.00 706. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN: 801. Loan origination fee 0.5000% 10 COMMUNITY BANKS $500.00 802_ loan discount % 10 COMMUNITY BANKS a03. Appraisal fee to CLAUSER REAL ESTATE APPRAISALS $300.00 804. Credit report 10 COMMUNITY BANKS 805. Lender's inspection fee COMMUNITY BANKS 806. Mortgage insurance application fee to COMMUNITY BANKS 807. Assumption fee COMMUNITY BANKS 808 809 810 811 812 813 81' 815 816 817 818 819 820 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE: 901.1nlerestfrom 04/14/2005 to 05 01/2005 @ Iday 902. Mortgage insurance premium for mas. to 903_ Hazard insurance premium for yrs.lo 904. Flood insurance premium for yrs.lo 905. 1000. RESERVES DEPOSITED WITH LENDER: 1001. Hazard insurance monlhs@ per month 1002. Mortgage insurance monlhs@ per month 1003. City property taxes months @ per month 1004. County property taxes months @ per month 1005. Annual assessments months @ per month 1006. Flood insurance monlhs @ per month 1007. months @ per month 1008 months @ per month 1009. Aggregate Accounting Escrow Adjustment 1100. TITLE CHARGES: 1101. Settlement or closing fee to 1102. Abstract or title search to 1103. Title examination to 1104. Title insurance binder to 1105. Document preparation to JAR L. BROWN , ASSOCIATES $110.00 1106. Notary fees to CASH $15.00 $4.00 1107. Attorney'S fees to JAN L. BROWN , ASSOCIATES $150.00 (includes above items Numbers: ) 110il. Tille insurance to CEDAR CLIFF ABSTRACT AGENCY, INC. $938.751 (includes above items Numbers. TITLE INS - BASIC ) 1109. Lender's coverage $101,000.00 ( $101,000.00 I 1110. Owner's coverage $116,000.00 ( $116,000.00 I 1111. CEDAR CLIFF - ENDORS 100, 300, 900 , 710 $200.00 1112. CEDAR CLIFF - INSURED CLOSING LETTER $35.00 1113 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES: 1201. Recording fees: Deed $38.50 ; Mortgage $66.50 ; Releases $105.00 1202. City/county lax/stamps: Deed $1,160.00; Mortgage $580.00 $580.00 1203. Slate tax/stamps: Deed $1,160.00 Mortgage : Other $580.00 $580.00 1204. CUMBERLAND CNTY REC OF DEEDS - REC ASNMT OF RENTS $17.00 1205 RE/HAX - TRANSACTION FEE $195.00 1300. ADDITIONAL SETTLEMENT CHARGES: 1301. Survey 10 1302. Pest inspection to 1303. CUMBERLAND COUNTY TAX CLAIM - 03 TAXES $1,599.22 1304. CUM BERLAND COUNTY TAX CLAIM - 04 TAXES $1,630.50 1305. DEBRA BASEHORE WIEST - 05 CNTY/TWP TXS $349.08 1306 MYERS FUNERAL HOME, INC. - PMNT OF JUDMNT $5,192.00 1307 RE/HAX - TRANSACTION FEE $125.00 1400. TOTAL SETTLEMENT CHARGES $3,395.75 $17,349.80 . 1 have ca,~ull)l reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of al/ receipts and disbursements made on my account or....-QY me In this t~ansactlon I furt~~rfy that I have received a copy of the HUD-l Settlement Statement , ~(%' H1 " /' ///' /1 s /) I... /;/ . // /;:./ / ------ Seller or //}j"lfldr.; C I-Ii ('t ,4r/"",,, Date. '<,/IJ't/ce, llrrower '''-yi/__ " r-' ~ Date Agent /.<- - , /' c;tf M. WIRE ,/ I THE ESTATE OF DEANNA M. MURRA Y Seller or Borrower" Dale: Agent Date: Seller or Borrower Dale" Agent" Date: Seller or Borrower Date: Agent Date The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have cau~..a .~.. .~~. _. '.~ lhe~f_~r).ds 10. . disbursed in accordance with this statement ~/c,::'::::-. ~:/'/ , k'// I ~ ~' !' ~ .:', ./? r --- .,. Date SettlementA~..'/ / .' !....C// Dat~ 1,0(. GERA~Y SHEKLETSKI WARNING It is a crime to knowingly make false statements to the United Slates on this or any other similar form. Penalties upon conviction can include a fine and imprison~ ment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. Register of Wills of Cumberland ~ounty . -- INVENTORY Estate of Deanna M. Murray No.21 05 0142 , Deceased Date of Death 1/5/2005 Social Security No. 179-44-9044 also known as Deanna M. Murray 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: Jacqueline A. Kelly I.D. No.: 91973 Sandra E. Pace Dated~\05 Address: 845 Sir Thomas Court, Suite 12 HarrisburQ Telephone: 717-541-5550 PA 17109 Description Real property located at 33 Millers Gap Road, Enola, PA Value 116,000.00 AmeriChoice Federal Credit Union Savings Account #32211-01 ;."') r---:l 25.00 e~ ,~'_::::O . J CIl .~ :_~_;,~ "~:_.- :_": '~.~;~~ :,"')1,587,7~j C0 I :'.'/ " \":-:J Proceeds from sale of household goods, appliances, lawn tools, etc. , 'I Refund from PPL -a .-........, 4~:f5rD -,,- ,. ) .. ,'n l I Reimbursements for payment of local taxes, trash, and assessments-- 33 Millers Gap Road, Enola, PA o ~ 519.94 Refund from Suburban Energy Services 206.41 Total (Attach Additional Sheets if necessary) 120,524.20 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 . Continuation of Inventory .. Deanna M. Murray 21 05.. 0142 PaQe 1 Description of Inventory Description Value Proceeds from sale of household goods and furniture at Bricker's Auction 2,140.00 Subtotal $ 2,140.00 120,524.20 Grand Total $ ~