HomeMy WebLinkAbout05-12-06
~'V-l500 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 6 0 0 2 82
COUNTYCODE ~A-P:-- - - 'N'UMBER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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Y ARLETT
DATE OF DEATH (MM-DD-Year)
RICHARD
DATE OF BIRTH (MM-DD-Year)
M.
03/11/2006 11/02/1929
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
6 8 - 2 4 - 4 345
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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~ 1. Onginal Return
D 4. Limited Estate
D 6. Decedent Died Testate (Anach copy of Will)
D 9. Litigation Proceeds Received
o 2. Supplemental Return
D 4a. Future Interest Compromise (dale 01 dealh after 12-12-82)
D 7. Decedent Maintained a Living Trust (Mach copyofTrusl)
D 10. Spousal Poverty Credit (dale 01 death between 12-31-91 and 1-1-95)
o 3. Remainder Return Idale 01 death pnor: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) (Anacn Sch 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
CARLISLE
(1)
(2)
(3)
(4)
(5)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
82,000.00
6,203.75
PA 17013
OFFic~L USE ONLY'
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(6)
38,042.16
(7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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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)
116,926.35 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
126,245.91
116,926.35
0.00
5,261.69
0.00
0.00
5,261.69
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> > .... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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ece en s om pie e ress:
STREET ADDRESS
CITY I STATE I ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,261.69
263.16
Total Credits (A + B + C)
(2)
263.16
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + 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
0.00
0.00
4,998.53
4,998.53
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 [R]
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [R]
c. retain a reversionary interest; or ...................................................................................................... 0 [R]
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [R]
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........ .................... .................. ............ ................ ................ .... 0 [R]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [R]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [R]
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 complele.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
PERSON RESPONSIBLE FOR FILING RETURN DATE
5-1Jc (j(,
1189 EASY ROAD
CARLISLE
SIGNATURE OF P~ OTHER THAN REPRESENTATIVE
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ADDRESS 60 WESTPO FRET STREET
CARLI E
PA 17013
DATE
-- t- tJ6
PA 17013
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 of the surviving spouse is 0% [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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren:.
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 4.5%, except as noted in 72 P.S. ~9116(1.2) [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% [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 + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Y ARLETT RICHARD M. 21 06 00282
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 which is jointly-owned with ri~ht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
38 Back Street, Plainfield, West PennsboroTownship, Cumberland County, Pennsylvania
Sold - Settlement Sheet Attached
VALUE AT DATE
OF DEATH
82,000.00
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TOTAL (Also enter on line 1, Recapitulation) $
82 000.00
(If r"r"Il"\rn con'lf"n Ie:' n~orlnrl: inC'ort ~r1r1itif'\n':ll choate nf tho C':lmo cba'
lEV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
YARLETT
RICHARD
M.
FILE NUMBER
21 06
00282
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
125 Shares of MetLife Inc. (MET) Stock
49.63 x 125 shares = $6,203.75
CUSIP 59156R1 0 PLAN IR002
VALUE AT DATE
OF DEATH
6,203.75
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
6 203.7E
REV-1508 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
YARLETT
FILE NUMBER
RICHARD M. 21 06
Incluoe 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.
00282
ITEM
NUMBER
1.
DESCRIPTION
Personal Property - Appraisal Attached
VALUE AT DATE
OF DEATH
5,221.00
2.
Members 1st Federal Credit Union - Savings Account #276737-00
1,174.85
3.
Members 1 st Federal Credit Union - Checking Account #276737-11
1,646.40
4.
Members 1 st Federal Credit Union - Money Management Account #276737-05
2,478.00
5.
Members 1 st Federal Credit Union - Certificate of Deposit - #276737-45
1,045.51
6.
Members 1 st Federal Credit Union - Certificate of Deposit - #276737-46
1.006.43
7.
Members 1 st Federal Credit Union - Certi1icate 01 Deposit - #276737-47
1,009.54
8.
Members 1 st Federal Credit Union - Certificate of Deposit - #276737-48
1,007.67
9.
Members 1 st Federal Credit Union - Certificate of Deposit - #276737-49
1,007.93
10.
Citigroup Smith Barney
Discover Bk 4% 6/15/07
CUSIP 25467JC66
22,444.83
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
38042.16
REV-151: EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECeDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
YARLETT
FILE NUMBER
RICHARD
M.
21
06
00282
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
2.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home
Ladies Auxiliary - Funeral Luncheon
68.00
100.00
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 Irwin & McKnight 6,800.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 296.00
5. Accountant's Fees
6. Tax Return Preparer's Fees Patricia A. Rosendale, CPA 395.00
7. Cumberland Law Journal - Estate Notice 75.00
8. The Sentinel - Estate Notice 144.29
9. Roy D. Gottshall, Appraisal on Personal Property 55.00
10. Steven W. Barrett, Appraisal on Real Estate 300.00
11. Closing Costs on Real Estate 820.00
12. Notary Fees 50.00
13. The Sentinel - Advertising 19.80
TOTAL (Also enter on line 9, Recapitulation) $
9 123.09
(If more space is needed, insert additional sheets of the same size)
Ht::V-1512 EX + (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
YA.RLETT
FILE NUMBER
RICHARD
M.
21
06
00282
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
PP&L, Electric
82.13
2.
Sprint, Telephone
3.74
3.
West Pennsboro Township, Water/Sewer
110.60
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
196.47
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE T AX RETURN
RESIDENT DECEDENT
ESTATE OF
YARLETT
RICHARD
M.
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (12)]
Sharon Kay Eichelberger
173 Hair Road
Newville, PA 17241
1.
2.
Kenneth E. Yarlett
1518 McClures Gap Road
Carlisle, PA 17013
3.
Leslie Swartz
1189 Easy Road
Carlisle, PA 17013
FILE NUMBER
21 06
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
Lineal
Lineal
00282
AMOUNT OR SHARE
OF ESTATE
1/3 Remainder
1/3 Remainder
1/3 Remainder
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)
--_.---~~tlement Statement - U. S. Deoartment of housinq and Urban Development FOrm US HUD - ,
; 5. File Number : 7. Loan Number
'1 FHA
12. F ,HA
) J. Cony ~nlrs,
14 V~ RE2710
,~---1,~. Cony Ins. ABST#6264
c. rhis fOrl1 is furniShed to qlve yOiJ a statement of actual settlement costs, Amounts ;Jald to and by the settlement aqent are shown,
the Clos(nq; the.v Me shown ilere for informational :Jurposes and are ,.ot included in the totals.
8, Mortqaqe Insurance
Case Number
_~___._~~N~_:j
Items marKed'(o.o,c.)" were paId outside of
o r"iame and Address of Borrower'
E, Name and Address of Seller:
ESTATE OF RICHARD M. YARLETT
LESLIE SWARTZ, ADMINISTRATRIX
C/O IRWIN &. MCKNIGHT
60 WEST POMFRET STREET
TIN CARLISLE, PA 17013
I G. Prooerty Location
I
I
i
38 BACK STREET, PLAINFIELD, PA 17081
WEST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
PARCEL NO. 46-19-1661-0058
I. Settlement Date: I Place of Settlement IRWIN & MCKNIGHT
April 21, 2006 60 WEST POMFRET STREET
@ 2:00 P.M. iCarlisle, PA 17013
DAVID L. LIBERATOR
SHARON K. LIBERATOR
271 SPRINGVIEW ROAD
CARLISLE, PA 17013
F. Name and Address of lender
COMMUNITY BANKS
ISAOA ATIMA
1196 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
H, Buyer's Settlement Agent:
Frey &. Tiley Law Office
5 South Hanover St.
Carlisle, PA 17013
TIN 25-1730538
J. SUMMARY OF BORROWER'S TRANSACTION
K.
SUMMARY OF SELLER'S TRANSACTION
Adjustments for items upaJd by seifer
510 City/town taxes 1/1/05
511 County taxes
512 Assessments
513
514 School taxes 7/1/05
515
516
1517
1518
519
_ _ _ _ ~~~~~.~~ 1520 Total Reductions to Amt Due Seller
- - - - - - - - - - - 1600 Cash At Settlement To/From Seller:
I
85,039.561601 Gross amount to seller (rom (Ime 420)
(86,100.00)1602 Less reductions in amount due seller (from line 520):
(1,060.44) 1603 Cash ( ) From (X) To Seller
===========1
100 Gross Amount Due From Borrower
101 Contract sales price
L02 Personal property
103 Settlement charges from (line 1400)
t04
:05
.1 400 Gross Amount Due To Seller
82,000.00 ! 401 Contract Sales price
402 Personal property
2,817.50 403
404
405
Adjustments for items paid by seller in advance:
Adjustments for items paid by seller in advance:
:06 City/town taxes 4j21/06
:07 County taxes
108 Assessments
95.86 406 City/town taxes 4/21/06
407 County taxes
408 Assessments
409
126.20 410 School taxes 4/21/06
411
412
85,039.56 ,420 Gross Amount Due to Seller
===========1
: 500 Reductions In Amount Due To Seller
4,100.00 1501 Excess deposit (see instructions)
82,000.00 I' 502 Settlement charges to seller (line 1400)
, 503 EXisting loan(s) taken subject to
1504 Payoff of first mortgage loan
1505 Payoff of second mortgage loan
[ 506
i 507
'508
509
to 12/31/06
l.eg
:10 School taxes 4/21/06
to 6/30(06
111
:20 Gross Amount Due From Borrower
200 Amounts Paid By Or In Behalf Of Borrower
201 Deposit or earnest money
.202 Principal amount of new loan(s)~H
203 EXisting loan(s) taken subject to
284
205
206
287
208
209
Adjustments for items upaid by seJler
210 City/town taxes 1/1/06
2~1 County taxes
2.12 Assessments
to 4/21/06
213
214 Scnool taxes 7/1/05
215
to 4/21/06
2:6
2:7
218
219
220 Total Paid By/For Borrower
300 Cash At Settlement From/To 8orrower~
301 Gross amount due from borrower (line 120)
302 less amounts paid by/for borrower (from line 220)
JOJ Cash ( ) From (X) To Borrower
82,000.00
to 12/31/06
95.86
to 6/30/06
126.20
82,222.06
820.00
to 4/21/06
to 4/21/06
820.00
L
82,222.06
(820.00)
81,402.06
!ihUO-1
L. SETTLEMENT CHARGES
Paqe No. 2
700 Total SalesJ Broker's Camm. based on price:
Division of Commission (line 700) as ,'ollows.
82,000.00
@ % -
0.00
Paid From Paid From 700
Borrower's Seller's
Funds at Funds at 701
Sett~~_---<-_Settlemen~__ 7e:
703
701
702
703
704 Commission paid at Settlement
705
8CO Items Payable In Connection With Loan: DUE TO COMMUNITY
(Mortgage Amt: 82,000.00) Total charqes, Lines 801 throuqh 811: 1,008.75
to
to
704
70S
800
$1,008.75
.000 010 to
.000 % to
801 Loan Origination Fee
302 Loan Discount
803 Aporaisal Fee
804 Credit Report
805 Lender's Inspection Fee
0.00
0.00 I.
8e:
802
803
804 '
80S
806
807
808
809
810
811
900
901
902
903 I
I 904
90S :
110001
11001 '
to
to
to
806 Mortgage Insurance Application Fee to
807 Assumption Fee to
808 ORIGINATION FEE TO COMMUNITY BANKS
809 FLOOD CERTIFICATION FEE TO COMMUNITY BANKS
810 DOCUMENT PREPARATION FEE TO COMMUNITY BANKS
820.00
13.75
175.00
811
900 Items Required By Lender To Be Paid In Advance:
901 Interest From 21-Apr-06 to
902 Mortgage Insurance Premium for
903 Hazard Insurance Premium for
904
9CS
1000 Reserves Deposited With Lender:
@ 0.00000
per day =
months to
1 years to
years to
Toal Reserves, Lines1001 thorugh 1008: 0.00
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
1001 Hazard insurance
1002 Mortgage insurance
:003 City property taxes
1004 County property taxes
1005 Annual assessments
1006
1007 School taxes
1008 Aggregate Settlement Adjustment
1100 Title Charges:
, 1006
1
l007!
lC08 !
Ii 1I00!
1101 Settlement or closing fee
1102 Abstract or title search
: 103 Title examination
1104 Title insurance binder
1105 Document preparation
1106 Notary fees
1107 Attorney's fees
(includes above items numbers:
1108 T:tle Insurance
to
to
to
to
to
to
to
11011
1102
I
1103 i
11104,
11105 !
1 11061
P.O.C.!
IRWIN & MCKNIGHT
)
FREY & TILEY (COMMONWEALTH LAND TITLE INS. CO.)
)
900.75
to
(includes above items numbers:
1109 Lende(s Coverage B2,000
1110 Owners Coverage $ 82,000
1111 CLOSING SERVICE LETTER TO COMMONWEALTH LAND TITLE INSURANCE CO.
Endorsements:
11101
lllll
11121
1113:
1200\
, 1201,
i i202'
820.00 11203:
1112
1113 OVERNIGHT DELIVERY FEES TO FREY & TILEY
1200 Government Recording and Transfer Charg
1201 Recording fees: Deed $41.50
1202 City/county/stamps: Deed $820.00
1203 State tax/stamps: Deed $820.00
\204
'205
1300 Additional Settlement Charges:
Deed Pages: 0
Mortgage: $46.50
Mortgage: $
Mortgage: $
Mtg pages.:
Releases
$
88.00
820.00
1301 Survey
to
1301 :
1302:
I
1303;
13041
130si
13061
1307\
820.00 14001
1302 Pest inspection to
:303 Current Taxes due from Borrower/Seller to
1304
1305
1306
1307
1400 Total Settlement Charges (enter onlines 103, Section J and 502, Section K)
2,817.50
HUD-l
CERTIFICATION
I direct and authome the Company to make distributions mdicated for my account on the attached HUD-1 Settlement Statement, approving the tax prorations
indicated therein, and understand that prorations were based on figures for the preceding year, or estimates for the current year, and m the event of any cnange
for the current vear, all necessary adjestments must be made between Seller and Borrower direct; likewise any DEFICIT in delinquent taxes will be reimbursed to
Attorney/Title by 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
diS22urse.m '.n...ts . .de on ~account orjJy me" '"". transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement.
/.//;/ /~// /A7,
.< \,...--""---)
. . .
DAVID L. LI E TOR ESTATE OF RICHARD M. YARLETT
S Q(L 7 lYYj f.( C;;; ~<-C..- U:.-t t'z G~/~ ff,,:ttt-A, 11r] ,( Il~t-:: .1 d:,,<- I'M
SHARON K. LIBERATOR LESLIE SWARTZ, ADMINISTRATRIX,
To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared IS a true and accurate account of the funds whlc were received and have
been or will be disbursed by the undersigned as part of the settlement of this transaction.
. Lt-J
~121,2006
Settlement Agent
Date
WARNING: It is a crime to knOWingly make false statements to the United States on thiS or any other similar form. Penalties upon conviction can include fine and
imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS
THIS HUD SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND LINE 401) AND IS BEING FURNISHED TO
THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FILE A RETURN, A NEGLIGENCE PENALTY OR OTHER SANCTION WILL BE IMPOSED
ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED.
Solicitation of TIN
Seller is required by law to prOVide the Attorney/Company with his/her correct taxpayer identification number. If correct taxpayer identification number IS not
provided, he/she may be subject to civil or criminal penalties imposed by law.
Certification of TIN
Under penalties of perjury, I certify that the taxpayer identification number shown in this statement is my correct taxpayer identification number.
Seller
Seller
--~--.I
!
TAX PRO-RATION ADDENDUM
Date of Pro-Ration:
Borrower
Seller
April 21, 2006
SCHOOL REAL ESTATE TAX
from July 1, 2005 to June 30,2006
School Real Estate Tax- Face
School Real Estate Tax- Per Day
I
Owes:!
12.375 mills I
S671.471
S1.83964
I
Owes:i
2.5-905 mills I
5140.57/
50.38512
po.c
ASSESSMENT:
$54,260.00
Parcel No.:
COUNTY & MUNICIPAL TAX
from January 1, 2006 to December 31, 2006
Co. & Munic. Real Estate Tax- Face
Co. & Munic. Real Estate Tax- Per Day
P.o.c
See Settlement Sheet
Lines
106 & 406, 110 & 410,
210 & S10, 214 & 514,
and 1303 for
Results of this Addendum.
Yes
School taxes P.O.C or charqed to Seller I;l
School taxes P.O.C or charqed to Borrower II
CO. & Munic. P.O.C or charqed to Seller: . x !.
Co. & Munic. P.O.C or charqed to Borrower .
MJ:::T: HIstorical Prices for METLIFE INC - Yahoo! Finance
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MetLife Inc. (MET)
f'9.99
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El AMfRITRAl>f
Historical Prices
At 11:08AM ET: 52.96 1"
, - ~ 4~j5%~~-:
: money ......ltet accEn61t i
, ~r 3 fuO months :
i tlm~o~ t"nk ~ ~K: i
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SET DATE RANGE
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11
11
End Date: Mar
2006
2006
Eg. Jan 1, 2003
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PRICES
Date Open High Low Close Volume Adj
Close-
10-Mar-06 49.01 49.77 49.01 49.63 1,623,200 49.63
- Close price adjusted for dividends and splits.
First I Prev I Next I Last
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MEMBERS 1st
FEDERAL CREDIT UNION
~1~law a~
"rl 1 7. 2",1'1-
-,~~. l ,_> \J'.J,~i
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/06 to Date of Death
Name of Joint Owner
J F w'tN t'~ fv1cKNIGHT
276737 -00
12/17/2005
$1,174.53
$.32
$1,174.85
$1.87
None
CHECKING ACCOUNT:
Account Number/Suffix
Date P'.cccunt Estatl!!shed
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/06 to Date of Death
Name of Joint Owner
276737 -11
12/17/2005
$1,646.40
$.00
$1,646.40
$.00
None
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/06 to Date of Death
Name of Joint Owner
276737 -05
12/17/2005
$2,477.50
$.50
$2,478.00
$11.41
None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/06 to Date of Death
Name of Joint Owner
276737 -45
12/17/2005*
$1,044.32
$1.19
$1,045.51
$8.19
None
276737 -46
12/30/2005
$1,005.52
$.91
$1,006.43
$6.25
None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/06 to Date of Death
Name of Joint Owner
276737 -47
12/30/2005
$1,008.19
$1.35
$1,009.54
$9.27
None
276737 -48
12/30/2005
$1,006.59
$1.08
$1,007.67
$7.45
None
5000 Loui,e I hin' . PC)' Box 4() . Mechanicsburg, Pennsylvania 17( ):'):') . (717) 697 ~ 1161 . w\v\v.ll1ell1bers 1 st.on2;
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/06 to Date of Death
Name of Joint Owner
276737 -49
12/30/2005
$1,006.81
$1.12
$1,007.93
$7.71
None
*Certificate transferred from joint account in primary name of Catherine Yarlett. #68122-40.
tM,B, ,E.RS 1ST, f.E DERAL CREDIT UNION
: /1 )
! ,"; .' ~//;tA'/.
/,~ ~. ~( /.~ { L-~..
Denise A. Wolfe/
Insurance Service Supervisor
April 12, 2006
Estate of: RICHARD M. YARLETT
Date of Death: 03f11f2006
Social Securitv Number: 168-24-4345
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