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Home My WebLink About10-14-09~ REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Hanisburg, PA 17128.0601 15056051058 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 ~, 08 Date of Birth 03/26/1925 Decedent's First Name MI FREDERICK ~ W Spouse's First Name MI Spouse's Social Security Number ' THIS RETURN MUST BE FILED IN DUPLICATE WI1~H tHE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t~ 1. Original Retum Cl~7 2. Supplemental Retum t: ~7 3.. Remainder Return (date of death prior to 1213-1~2) f~ 4. Limited Estate t~ 4a. Future Interest Compromise (date of r.,:.,~ 5.. Federal Estata Tax Return Required death after 12-12-82) tT!] 6. Decedent Died Testate t', 7. Decedent Maintained a Living Trust 1....... 8.. Total Number pf Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) t~ .7 9. Litigation Proceeds Received C.J 10. Spousal Poverty Credit (date of death t~ 11. Election to tax~,under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch• a) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SH ULD BE DIRECTED T0: Name Daytime Telephohe ~Jumber :THOMAS E. FLOWER ~ (717) 737-34D5 Firm Name (If Applicable) __ _ __ . __ _.... _ _ _~ _ __ _ _W _W__ _ _~ ._ _ ._.. _ _ _ _ _ ~ ______. I ........................................... .... _REGISTER'O~ILLS USE O ~ SAIDIS, FLOWER, LINDSAY ttCC~~~"'''"'''" ~ ' ;,, n .~, Fvst line of address `'~ - j ~C--j 3 _ _...... 2109 MARKET ST. ` rn ~- - Second line of address ~ ,.-~ _...._._ - _ _.. r A ~ _~~. ~ D~-T t ED "-' City or Post Office State ZIP Code I ~i^^ ~ "T~i CAMP HILL ' PA -17011 ~, Correspondent's a-mail address: tflOwt?rt~Sfl-IaW.COm ::z-, - {~ ~ ~ C. ~:7 r - :}_~ _~ i i..,.'J t.'s -, Under penalties of perjury, I dedare that I have examined this return, indu in a panyin s ules and statements, and to the bAst o my knowledge and belief, it is true, corned and complete. Dedaretbn of preparer other than e I tali is sed on all Information of which prgpa r has any kn wledg . SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ,DATE ~ ~ ~ i/'~ I`~~./11 ADDRESS ~ ~ ~ . ~ SIG F PREPARER EPRESENTATIVE / DATE / it ins A^ ,~L~L I~/ d!Z D ~1 Side 1 15056051058 150560511058 ~/70~~ J ~~° 15056052059 REV-1500 EX Decedent's Social Security Number ~ecedent'sName: FREDERICK W REIDLINGER : RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 8,590.00 ': 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) Q Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) Q Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 & 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ___ , (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable ~ ._.~__.~.... at lineal rate X .0 45 -1,553.76 is 16, 17. Amount of Line 14 taxable at sibling rate X .12 ', ~ 17. 18. Amount of Line 14 taxable '. at collateral rate X .15 ' _... ; 18. 19. TAX DUE ......................................................... 19. 8,590.00 10,143.76 10,143.76 -1,553.76 -1,553.76 -69.92 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: Flle Number ,__~ ~_mm__i 21 08 1079 ~ DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER FREDERICK W REIDLINGER 191-18-4105 STREET ADDRESS 8 SOUTH 16TH STREET CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. interest E. Penalty (1) Total Credits (A + g + C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (56) -69.92 0.00 69.92 Make Check Payable to: REGISTER OF WILLS, AGENT .~f~ r. g41> .:' r ~. -S~'«.. .. x ta.; FS n'. J~ , nt: i'3f '.Y .. ~~ ~ .~ 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 :.......................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ ~ c. retain a reversionary interest; or .......................................................................................................................... ^ ,- ,/ L ~J d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ , ~ ,/ L~ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death ~.~/ without receiving adequate consideration? .............................................................................................................. ^ LJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, orother non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. _. .. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 $urviiving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirem$nts 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 parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. §911t6(a)(1.3)]. Asibling 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+ (11-OS) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NWMgER FREDERICK W. REIDLINGER 21-08-1079 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule ~. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1' .ADDITIONAL PROCEEDS RECEIVED ON SALE OF DWELLING HOUSE AND LOT, 8 S. 16TH ST., CAMP HILL BORO., CUMBERLAND CO., '.GROSS SALE PRICE OF $135,000 LESS PREVIOUSLY DECLARED VALUE (126,410) _ '$8,590.00 8,590.00 TOTAL (Also enter on Line 1, Recapitulation.) # 8,590.00 If more space is needed, insert additional sheets of the same size. REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES sc INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER FREDERICK W. REIDLINGER 21-08-1079 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES; _ _ __ . _ _ _ 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Soaal Security Number(s)IEIN Number of Personal Representative(s) _ Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. REAL ESTATE AGENT COMMISSION 8,100.00 a. !NOTARY 20.00 s. 'REAL ESTATE TRANSFER TAX 1,350.00 ~o. TAX CERTIFCATION 10.00 11.: HOME WARRANTY _ _ 435.00 ~ z. NET TAX PROPERTY 228.76 TOTAL (Also enter on line 9, Recapitulatipn) L $ 10,143.76 (If more space is needed, insert additional sheets of the same size) A. U. S. DEPARTMENT OF HOUSAVG AND URBAN DEVEX.OPMENT SETTLEMENT STATEMENT 'I'.A. Financial Services, Inc. 2831 Banksville Road Pittsbwgh, Pennsylvania 15216 412-531.1050 fax: 412-531-1180 $. TYPE OF LOAiV I. ^ FflA 2. ^ YMHA 3. ^ CONV. tlNINS. . 1. ^VA 3. ~CONV. INS. 6. PII.Numbn: 7. I.u.n Numhar. PIT123-37251 ___ t. Monaye Ini dm No Thts jornr irJwntshed to give you a statement of actual settlement costs. Amounts paid to and 6y the settlement agent are spawn, ttems .. ..._ .. _,__,___ .M._. ___ _~_..._ c---e.-:_e.....d....../.......n....,..d.,ti ...t Iwrlvld :n eF• torn!: E. Seller: William F Reidlinaer Executor of the Estate of Frederick W. Reiillinaer.deceased F. Lender: 8 South 16th Street G. Pro Camp Hi(I, Cumberland County, Pennsylvania 1701 I gym'' Camp Hill Borough part of Lot 32 Greater Harrisbure Book ] Paae 20 Cumberland Counri. Pennsvlvania H. Settlement Agent: T. A. Financial Services, Inc. Place of Settlement 530 N Lockwillow Ave Harrisburg. PA 17112 Dauphin Counri noon J. Summary of Buyer's Trnnsection IG Summary of Seller's'Transactiom 100. Gross Amotntt Due Fmm Buver. 40Q. Gross Amount Due To Sellcr_ 101. Contract Sales Price ~ 135 00 . 401. Contract Sales Pri 135.000.00 102. Personal Pro a 402. Personal Pro e 103. Settlement C es to B er line 1400 2 844.75 403. Ad uatments for Items Paid b Seller in Advance: Ad tments for Items Pald by Seller In illdvian ce: 106. 2009 County &Boro Taxes Sep 26, 2009 thru Dec 31 2009 217.02 2009 County &Boro Taxes Sep 26, 200t1 thru 406. Dec 31 2009 217'02 107. Coon !Parish Taxes 407. un / arish Taxes 108. Assessmerts 40 . Assessments 109. 2009-2010 School Taxes Sap 26, 2009 thru Jun 30.2010 .1,312,09 409. 2009-2010 School Taxes Sep 26, 2009 thru Jun 30 2010 1,312.09 _ 110. Sewct Se 26 200 thru S 30 2009 3.40 410.. Sewer Se 26 20 9 Se 30 2009 3.40 120. Gross Amonnt Due from Buver: 139.377.26 420. Gross Amount Due to Seller: 136 532.51 200. Amounts Paid by or In Behalf of B er: 500. Reductions in Amoun Due to Seller; 201. D os't / eat Mon 5 000.00 501. Excess De sit gee ' coons 202. Princi 1 Am nt of ew Loan 502, o lament Ch o Seller (Line 140q) 11.672.87 203. Existin Loans 503. Existin Loan s 204. 504. Pa off of Fvst M a 205. 505. Pa off of Second Mo a 206. 506. Purchase Mon Mo e Ad'nstmen for Items Un aid b Seller: Ad uatmen f r I ms Un Id b Seller: 210. Ci /Town Taxes S 10. Ci /Town Taxes 211. Countv /Parish Taxes _ 511.. Coon / Palish Taxes 212. A es manta 512. Assessments 220. Total Paid by /for Buver: 5,000.00 520. Total Rednctiona in Amount Dne Selfjeri 11,672.87 300. Cash at Settlement from / to Su er: 600. ash at Settlement to /from alias: 301. Gross Amount due from B er ling l20 139 377.26 601. Gross A aunt due to Seller (line 420) 136532.51 302. Less Amount Paid by/for Buyer (line 220) 5,000.00 602. 520s Reductions Amount due Seller (line 11,672 87 303. Cash From Buyer: $134,377.26 1603.. Cash To Seller: $124,859.64 I have canfuily revie t e FiTJD-1 Settlement Statement and to the best of my knowledge end a it ' a t a accurate statement of all receipts and disbursements mode on y co r by me in this transaction. I Portlier eertily that I have re a a f -l ttlemrnt Statement. ~ r: Iohn Ch s[oph Iph Peucht Seller. Wllie eidlin r,Ex for oftlte 13a to o(Frederick W. ~ t ~~ Reidlinger,dece ]layer: ° ~~ o ~ Katie Ann Feucl The IiUD-1 Setdemrnt Stemmrnt which I hove prepared is a true and accurate account of this trensaodon. I have caused or will.cause the funds to be disbursed in accordance with this a[atemen ~ /~ ~J~ FA SeWement Agent: ~.~, ~].IIJ-I~S~C.~ Dnta: September 26, 2009 Abby Wendel WA1[NINt3: It is s crime to knovAngly make false atatementa to the United Stater on this or any other similar form. Prnaltiee upon Conviction can include a fine or imprisonment. For decals gee: Tille 18 U.S. Code Seetion 1001 and Section 1010. HUD-1 May 2007 OMB No.2502-0265 September 23, 2009 1.0:25 AM RESPA handbook 4305.2 Settlement Date:September 26,2.009 File Number: P1T123-37251 FA L. Settlement Charges _ 700. Total Sales /Broker's Commission: Based on Price S135,000.00 ~ 6.00% - 58,100.00 Division of Commis ion as f ]lows Paid from Buyer's Funds .Paid from Seller's Funds 70] . 4 075.00 to ERA / NRT Inc. at at 702. 4 025.00 to I{elier Williams of Central PA East Sett[eraent Settlement 703. Commission Paid at Setlement 8 100.00 800. Items Pa able in Connection with Loan: 801. Loan'Oriaination Fee _ 802. Loan Di ount i IF 804. Crodit Re rt 805. Lender's In tion Fee M e ranee A lication Fee 807. Assum Uon Fee 808. Mortaeae Broker Fee 809. Tax Service Fee 10. Fl d Certification Fee 811. Life of Loan Monitorin Fee 900. Items Required b~Lendar to be Pald In Advance: 901. Interest from 2b 2009 902. Mortaa¢e Insurance Premium 903. Hazard Insunance Fremium to Erie Insurance _ 361.00 904. Flood Insurance Premium _ _ 1000. Reserves De oaited with Lender: 1001. Hazard Insurance 1002. Mort a insurance 1003. Ci Pro Taxes 1004. Coon Pra a Taxes 1005. School Taxes 1100. Tttie Cha es: 1101. Settlement or Closing Fee 1102. Absh~act or Title Search 1103. Title Examination 1104. TiUeTnsurance Binder 1105. Documertt Pre aration 1106. N Fees to Abb F. Wendel 30.00 20.00 1 ] 07. Attorney Fees includes e'tem b Title Insurance ~ basic rate to First American Title Insurance Company & T.A. Financial l 108. Services, Inc. includes above item numbers: 1,033.75 ', 1109. Lender's 0.00 Cove e 1110. Owner's 135,000.00 Covers ] 111. En rsement 1112. Closin Service Letter 12 0. Government Recordin and Transfer Cba es: 1201. Record'in Fees: Deed 55.00 Mort a 0.00 Releases 6.00 5 .00 1202. Ci /Coon . Ta Stam s: Deed ] 3 0.00 Mo 0 0.00 1.35 .00 1203. State Tax/Stam Deed 1 350.00 Mo a 0.00 1 350.00 7204. 1205, _ ~ _ ~ 1300. Additional Settlement Cbaree: _ __ _ 1301. Surve 1302. PestInsoection 1 03. Overni t Deliv Fees d .Financial ervicea In . 1 .00 1304. 2009-2010 School Taxes -face amt Parcel # 10-22-0536-077 to Ianet L, Miller -tax CO11eCt0i 1,757.87 1305. Tax Certification reimbursement to T.A. Financial Services Inc. 1 0 1306. Home Warren to Amen Ho a Shield 435.00 1400. Totat Settlement Charges (Enter on line 103, Section J and line 502, Section 11~ 52,844.75 511,672.87 Buyer Initials: John Christopher Randolph Katie Ann Feucht ,. William F. Sellw Initials: Raidlinger,$xewtor ofthe of Frederick W. Reidiinget,decesaed 13UD-1 May 2007 OMB No. 2502.0265 September 23, 2009 10:25 AM RF,SPA handbook 4305.2 LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET JOHN E. SLIKE CAMP HILL, PENNSYLVANIA 17011 CARLISLE OFFICE: ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 26 WEST HIGH STREET JAMES D. FLOWER JR EMAIL: tflower~sfl-law.com CARLISLE, PA 17013 CAROL J. LINDSAY www.sfl-law.com TELEPHONE: (717)243-6222 JOHN B. LAMPI FACSIMILE: (717)243-6486 DANIEL L. SULLIVAN ALBERT H. MASLAND DEAN E. REYNOSA THOMAS E. FLOWER REPLY TO CAMP HILL MARYLOU MATAS JASON E. KELSO October 9, 2009 Office of the Register of Wills , Cumberland County Courthouse ~ , ~ A -,:r Room 102 °o .A o -~- f-z'~;~ One Courthouse Square ; ~ ~'? -`~-+ ~' - .~~.`~, Carlisle, PA 17013 -' ~ ,~ ~ . ~' , -, ~~;_, ~ c~ ;,. Re: Estate of Frederick Reidlinger ; ,:: : 21-08-1079 File No _ .. ~ ° "' . ~ Dear Sir or Madam: c~c+ Enclosed are the original and two copies of the Inheritance Tax Return for the above- referenced decedent along with a check in the amount of $15.00 in payment of the filing fee. Please return atime-stamped copy in the enclosed self-addressed stamped envelop. Please contact our office if you have any questions regarding this matter. Very truly yours, SAIDIS, FLOWER & LINDSAY Karen Riccardo, Assistant to Thomas E. Flower, Esq. TEF/kar Enclosures