HomeMy WebLinkAbout04-01-1115D561D143
---~ REV-1500 Ex (01-,0) ` OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code veer File Number
Bureau of Individual Taxes °E'""r'"~0F"~'"'E
PO Box.2aoso~ INHERITANCE TAX RETURN 21 10 0309
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW Date of Birth
Social Security Number Date of Death
191 18 2558 03 13 2010 O1 30 1924
Decedent's Last Name Suffix Decedent's First Name MI
MINICH NELSON L
(If Applicable) Enter Surviving Spouse's Information Below MI
Spouse's Last Name Suffix Spouse's First Name
MINICH CABBIE R
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW ^ 3 Remainder Return (date of death
^ 1, Original Return ^X 2. Supplemental Return prior to 12-13-82)
^ q, Limited Estate ^ 4a. Future Interest Compromise ^ 5, Federal Estate Tax Return Required
(date of death after 12-12-82)
ti Decedent Died Testate ^ ~ DA~erlaPyint~lNgt)a Living Trust
(Attach Copy of Will) (( G of
g. Total Number of Safe Deposit Boxes
^ g. Litigation Proceeds Received ^ 10. b~twue~en P~~3,~i audit{d 95~f death ^ 11 • ~Att ch Sch. O) nder Sec. 9113(A)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIADaytlme Telephone Numbe BE DIRECTED TO:
Name
MICHAEL L BANGS 717 730 7310
First line of address
429 SOUTH 18TH STREET
Second line of address
City or Post Office
CAMP HILL
REGISTER OLS USE iiWLY ~,~
~ ~?
~
i 7T ~ ~ "t7 `-j
t. ~ ~';
i ,_ ;
_ _
fi
'1
1-
n
'7C --
D~'E FILED ~~` ~'
State ZIP Code
PA 17011
Correspondent's e-mail address:
it Isdirue.~lrce t and crlromplete~De~claration of prepares other than the npGersonala presentaytive Ss badsed on a Inforemation of wtilchhpreparer has any kndrnvledge.~lief,
nare
L. Rhoades
OF PREPARF;1} OTHfFR TFjAJ~tEPRE~SENTATNE
Michael L. Bangs
~'
DATE
~ - ~~
'ADDRESS
429 South 18th Street, Cam Hill, PA 17011
Side 1
15D561D143 15D561D143 J
15D561D243
REV-1500 EX Decedent's Social Security Number
DeceaenYsName: MinlCh, N@ISOn L. 191 18 2558
RECAPITULATION 38 , 438.87
1. Real Estate (Schedule A) ....................................................................................... 1.
2.
2. Stocks and Bonds (Schedule B) .............................................................................
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous Ikon; SeparaterBileng Requested............
u 7.
(Schedule G) 38,438.87
........................
g. Total Gross Assets (total Lines 1-7) ............................................. s.
2 5 0 .0 0
.. ...............
9. Funeral Expenses & Administrative Costs (Schedule H) ........................ 9.
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..............................
10 10.
. 250.00
11. Total Deductions (total Lines 9 & 10) ................................................................... 11.
38,188.87
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12.
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which 13
an election to tax has not been made (Schedule J) ....................... .
38,188.87
• .........................
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 0 0
0
transfers under Sec. 9116 15. .
(a)(1.2) X .00
16. Amount of Line 14 taxable 3 8 , 18 8 . 8 7
16.
1 , 718.5 0
at lineal rate X .045
0 0
0
17. Amount of Line 14 taxable 0 . 0 0 17. .
at sibling rate X .12
0 0
0
18. Amount of Line 14 taxable Q , Q Q 18. '
at collateral rate X .15
718.50
1
19 ,
19. Tax Due ................................................................................................................ ..
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L 150561D243
Side 2
1505610243 .~,J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Minich, Nelson L.
STREET ADDRESS
370 South Middlesex Road
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
File Number 21-10-0309
STATE ZIP
pA 17015
(1) 1,718.50
Total Credits (A + B) (2)
(3)
3. Interest
4. If Line 2 is greater than Lin Checks box on Page 2 Line 20 to request a refund AYMENT. (4)
16.19
(5) 1,734.69
5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Make Check Pa able to: REGISTER OF WILLS AGENT.
PLEASE ANSWER THE FOLLOWING 4UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
1. Did decedent make a transfer and:
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 ............................................................................................................... ^ ^
d. receive the promise for life of either payments, benefits or care? ............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^
................................................................................
receiving adequate consideration? ..................................
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, or other 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 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 surviving spouse is 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 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 21 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 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 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 12 percent [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.
Re"-,s°st:x+"'~°°, SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-10-0309
All real roperty 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
pexchanged between a wllling buyer and~f ih ng s Indy n-0emeedr ~wl~tlgright~ofllsurvivonhip must be dis Ic osed on scheduleeFge of the relevant fads.
Real property M
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1 Real Estate at 221 North Middleton Road -Parcel No. 29-05-0425-071 B (land) and 29-05-0425 38,438.87
-017B TR06411 (mobile home). Sold on January 26, 2011 (see HUD attached)
TOTAL (Also enter on Line 1, Recapitulation) I 38,438.87
(If more space is needed, additional pages of the same size)
Form PA-1500 Schedule A (Rev. 11-08)
Copyright (c) 2009 form software only The Lackner Group, Inc.
REV-1151 Ex+ (10-06)
COM IN~~DECEDN~RNVANIA
ESTATE OF
IlAinirh Npiliten L.
ITEM
NUMBE
A.
B.
1
2.
3.
FILE NUMBER
21-10-0309
Debts of decedent must be reported on Schedule I.
DESCRIPTION AMOUNT
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission oaid
Attorney's Fees Michael L. Bangs
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. ~ Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
250.00
TOTAL (Also enter on line 9, Recapitulation) I 250.00
Form PA-1500 Schedule H (Rev. 10-06)
Copyright (c) 2009 form software only The Lackner Group, Inc.
SCHEDULE H
FUNERAL EXPENSES &
REV-1513 EX+ (71.08)
COM~W~QIF~~ANIA
SCHEDULE .i
BENEFICIARIES
ESTATE OF
Minich, Nelson L.
NAME AND ADDRESS OF
NUMBER PERSON(S) RECEIVING PROPERTY
I~ TAXABLE DISTRIBUTIONS d strib t onsr~ ahnd tansfers
~indPr Sec. 9116(x)(1.2)]
~ OF ESTATE
($$$)
1 Michelle M. Bottoms Granddaughter one-sixth of
residue
2822 Spring Flower Drive
Wilson, NC 27896
2 Carla Feuchtenberger Granddaughter one-sixth of
residue
Post Office Box 353
Nevrville, PA 17241
3
Charlene L. Feuchtenberger Granddaughter one-sixth of
residue
129 Beetem Hollow Road
Newville, PA 17241
4 Charles N. Minich Jr. Grandson one~ixth of
residue
411 Easy Road
Carlisle, PA 17015
5 Kimberly L. Rhoades Granddaughter one-sixth of
residue
191 Union Hall Road
Carlisle, PA 17013
See continuation schedule attached
Continuation
Total
Enter dollar amounts for distributions shown above o n lines 15 throw h 18 on Rev 1500 cover sheet as a ro r
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
FILE NUMBER
21-10-0309
RELATIONSHIP TO SHARE OF ESTATE AMOI.
DECEDENT (Words)
TOTAL OF PART 11 - trv ~ arc ~ ~+ ~ ^~ ~•~~ ~- ~ • °° •--- --- Form PA-1500 Schedule J (Rev. 11-OS)
Copyright (c) 2009 form software only The Lackner Group, Inc.
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Nelson L. Minich 03113/2010 191-18-2558
Item Name and Address of Person(s)
Number Receiving Property
Share of Estate
Relationship (Words)
Granddaughter one~ixth of residue
Amount of Estate
($$$)
Teresa K. Garrick
Post Office Box 87
Plainfield, PA 17087
Total
OMB Approval No. 2502-0265
.;:vt.~:n..
,~. a ~~;
°~. .~~ A. Settlement Statement (HUD-1)
~r~ ----- rt~^1
i. L` 1 FHA 2. ~( ~I RHS 3. 11 =!
~t 1! J l-.J 18. Morlgape Insurance Gase Number.
inv. Unins. 6. Fie Number: 7. Loan Number:
VA 5. ~~ Conv. Ins.
4. ~~ I
__-~.---~-___ -_- _-..___.-
-
l of acWal set8emem cos4. gmounla pad b and by fhe setWmenl agars/ are shown. hems marked
C. Nou: This form is famished b give You a snMtne
id oulsids the Gosbg; tlrey n
Ix0 shown here for ytbtntalbnal purposes and am not IrlCllyded in the toms.
o c wsro pa
(p...Y
E. Name d Address of Selby F. Name 8: Addross of Lender:
D. Name d Address of Berrower:
KanberN L. Rhoades and ScoB A. Rhoades Estate d Nelson L. b8nich
191 Urlfon Hall Road
Carlisle, PA 17013
H. Seltlentant AgenC 1. SeBnmertl Data:
G. PropaAy Lo°albn' January 26, 2011
221 N. M'iddletan Road --` ---
CarBsle, PA 17013 plea of SetlbrftetN:
-------------- ~ :. 40@.~firossAmouMDwtpShcer
t00. Gross Amount Dw: from ggrfgv+er :~_
540,000.00
~ 540,000.00 40t. ContraG sobs grka __
101. ConxaG asks
-
- -:
~402.Personal
102. Personal propeM1y.
.
-
103 Sewemenl Gtarges b borrower (line 1400)_._
-- - - -
5962.00 403. ----'--.___._.-.
_-_.-.--.-_._. --_~_..-
0
ia. --- 4
4.
4os. --- .. _--------
t~' ~Adlustmenl for Items pafd by sellsr in advance __ _
1marN fix In111a paid hY adlar in sdvanu
b
- 108. Oily/lown taws to _-
408. /axes _
"
._~---
. 407. Cou /axes
t07. Ceunty axes to - 4p8.Asleaatrtntls - -_ b.-
----'- ' ------- - -
to
108.Aasassmenn - .
5769_02
Scttod-Tax 128111 tc 813pN 1 _--
5189.02 1Qg
gdtool Tax 128/11 io 8!80/11
109 .
. 410. -------'---
110. - 411. ---
111.. - 412. - -
112.
~ 540,789.02
- 541.131.02 I20. Gross Aroourx Dw~fo Sefar
Bax°'^'er
-~ 120. Gross Amount Due from 500rReductbns In Amowit Dw t0 se1Mf -._.._.__-_
snn e...,.mt Paid-bv of M geheN of Borrower . . ` .. _ .. -.
SOS Eidstin9 balls) nkat aubpd b 503. - btm s taken sub' to
5500.00 31N. PryoB d Rrsi tttorl9app loan -
----- -- -I
~ SeCllfitY UepOllt ban
5153.88 5p5. G sewed -
----t
toy. 7 days of rant _
_
---- ---
Spg. SaSmrBy'UePo°n-
- ----
- 5500.001
~Og. __ -
-
507. 7 daysof rent -- __
---
- ---- -'-- - - 5153.88
-- -- '-
207 _
~ --
508. -----
208:
: '509.
209. _, Ad bnsnnfor inns unpaid by se1Nr _- __--J
Ad . attnents foritems u~ald thrtielhr
,.
--~._---
510 CiYfbwfitaxee.__-__.--- b ____
-
b
o. Aown axes
1!1/11 _ 128111
(4 528.29 .311. County,nxn 1!1!11 to 128111
__..._ _ ~.29~
211`Coun~tLte?tec
--'---
-
. - - _
;a12:Aaaeaartann.
---i
12.Atisessmenn ~ .. ^:819. -
'213.,. '514.
214._ ---------- --
- --.-. _
..
'.515,..
275. - - --
___-
------- -- _
518.
.- -
- -
218- ~
-
_--.-...-- - --
517 ...-----_...
217. _ .
.518.---. -------. -.
- -._-
218. -- - -'-
51 g. ~ ---' _
--
15
0
21g_' _- - ----- -- -- -
5880.15 .820. Tool. Reduction Amoum bw ffNNf _ - .
51.73
-
220. ToMI Paid byRor 6err'mver
1b Borrorwr
1 800; Gsh al Settlenlad.~from Seger -
E
--
rom
200. Cash at SeWemaM
120
i
n
~ _ .
131.02 `_BOt. oro+s amount dwtq so9er Gins 420) I _
541
_ 540,189.
.
ne
wler p
Uo
301. Gross amount due pom
(8ne 220) ( .
5880.15 1 802. Uss ndtdiotttin alrpunts dw~aeisr (line 520) I l_-
Y
"---tT 51.730.15 )
302. Lass amomn pakl blltbrbarowsr
^ To Borrotirsr
From ~_ _ y
303. Cash ' X ( i
540,450.87 802. Gash _ `X; . ,. To ~ Ftrom gegK
__ _ : ___ _ ~___.. ,438.87
_._.. -- --~--
.
ins Pubkc Reponing aurdan for tMs collection of bfomvtion is eslimaled et 35 mnutes per response tar colbctlrq, reviewing, and repor'.irtg the data. This agency may not
~ntiaity fs assureA: tllis 6sdosure
u
~
fortnation durin0 ttre seldement Process.
ooMeG Mu sif Th
a RESPA ooverad Iransecboe will n
sodeai d Yo b~ wide the Palle sm
O
nad PfO
.s
i
b mandatory 9
HUD 1
Provious etlitior are obsoleW
Page 1 of 3
Pe)d Fran - Pt.id Prom
700. 7bb1 Rsal .F,sfali Br011~! Fiis . - '~ .
- - Borrower's 'S~Msfs-
DMsion ofcarmisaion{fne 700) as (ofovrs . FunCa tll ~ fundr al
'°.
'sememem Selfeirtenl '
ion. f k
702. f ..... la.
703. GonsrYsai0npeid et xttlemenl -
_ ~_ -
704. --- ----..
`000 tlenvi PeyebM YrCOrlr~rtarioll wlt:,LOan -. , ~2, `,- - ~:. __ - '~
f
-
t (from GFE it) ---------
_ --
Mr9e _
801 Ouroriynalion -
802. Your aedil ar eNarya(poMtls)Wrlh~.specificibkrest rak.Urosen f (Nom GFE A2).
803: Your adjusted origYralie0ft r•)tazgas
~- - _ (from GFEf4A), .-._ _.-----.-..._.
(from GFE i3)
- ------
-- -.
804..Appnisal feeb -
----- - --
(tram GFE i3)
- -
--
.. -..~ - -..-. -
805. Gm6l report b
~---...__.- ----~---- _._
, (from GFE i3)
.-.- ----
806. Tex xrvice to
---- ----- --
~ -
; Nom GFE iq) - --
~
- ---
- ---- - _ _._
807. Fbod ceni8u4on to
-'- _ -
808.
- - -- ----
_-------
--
._ - - --- - - - _
808
~ - -
~810.
81L
-~
-.-~--
~
-
~11ii1w.Rpuir~-GyLixN'r'~r_M Pald in }~d!tiA?~'_T
'~ -
----.~. ._ ---- -----
s
901.t7utyinkrestcNargssfrom m Qi ~'ldeY Nom GFE~10
. ma+thr lo. -
_ _
plWranee Pre^Jrxn for
tNortgege
802 (Nom GFE #q).
- _- --
-
_
.
.
903. tl0meownafs MfwtNU for Yeah to (from GFE ff11)
-
OM.
k
1000-1irtt9erVai DfpoaitNl WidlalMlaf _
1001.bitialdeposil(orYouieau0u'°a°unl -- (Nam GFElf9
1002: )(omeowrtx's inwrwtce ` months Q f per rronri t
1003. Morlgeg monlhe Q f psr monri
a inwrende~ i -
.months®.f Parmonth
T i..
ewes -
1004.prepary
~ monlns Q i .per month f - -
1005.
monjtu..®f qr month
.. i
..1000.
_f i
1007: Ag8re8ab Ad}rstmenl --
~~ ~, .
- -
_
1100.11Na GhnWS v - , _
_
1101. TMb xrvfus andtender's tike Msurence -- - "
------- f
1102. Settlement or dosing fee - - - - - -
(Nom GFE If8)
_
1103.Owner's title insrMance
f
nw. Lenders title insurma
410.5..Lendor's ltlb p0lcyttrrt S
_-
-- _. -- -- ----------
.
.
itO6.Owrters8tls pelirgi_'irntl f -_ - -
1107. Agent'e portlon Of tlM tOW title Fnsurance premum lo. -
of ON bokl title insurerlae pemium.9o
1106.0ndervrtibrs yali0n
- _. f
_
1/09.
1710. -----=--- ^- -
~1111. -.
OOwrrrgant~rd(rW~TransfaiL'IwiYysF# ~.ti', ..:*;.
1100. -
~ ! - .-------_
, (tmm GFE iT) 162.00
12ot:GOvemrnsntnardrq.d!arpss.
1202.IMed-f82.00 -Mortgagaf Rekaeef
-- _ --.
(NOm GFE 88) -------------
540.00. .
1203.Transferfaxes 1400.00
. 1204. ClylCouMY taxlstenps ` Oeed f MOngape 3.. .. ---
1205. Stele tax/slerttps ~.. Dead f 6longega f
- - ~ ----- ------ -----
-
1208.
- ,-
' -
1300.AddHlohel9iettMmett~hal'Ws = - .- ~ -
-
~.. (from GFE 118)
1301. Required xrVicee tlnt YOU. can shop fa
S50o.00 5650.00
f
1302. h6chael L. Benge, EsQt7~
f _---
1303.
1304. -
- .:
1305...
r , -
5962.00 it,oso.~
r7uo- t
Pegs 2 of 3
Previous edition are obsokk