HomeMy WebLinkAbout05-02-11REV-17? i 4 E1! j8-08)
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~ pennsylvania
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
PO BOX~8o6oi NONRESIDENT DECEDENT
HARRISBURG, PA 1128-0601
~ DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL)
Z MIXELL, LEWIS F.
0 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
U 11 /16/2010 06/17/1930
W (IFAPPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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w a ~ ~ 1.Original Return
4. Limited Estate ~ 2. Supplemental Return
~ 4a. Future Interest Compromise (date or deacn after 12-12-ez) ] 3. Remainder Return (date of death prior to 12-13-82)
~ 5
Federal Estate Tax R
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] 6. Decedent Died Testate (Attach copy of w~u)
~ 7, Decedent Maintained a Living Trust (Attacn Dopy or Trust) .
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8. Total Number of Safe Deposit Boxes
a
a
~ 9. Litigation Proceeds Received
~ 1 O. SpOUSaI POVerty Credit (date of death between 12-31-91 and 1-1-95)
^ 11. Election 1:o tax under Sec. 9113(A) (Attacn sin o)
z THIS SECTION MUST BE C4MpLETEC?, ALL CORRESPONDENCE A ND CONFIDENTIAL TAX INFQRMATION SHOULD BE DIRECTED TO:
COMPLETE MP.!LING ADDRESS
o ROGER B. IRWIN, ESQUIRE
ti FIRM NAME (ifAppiicabie) 60 WEST POMFRET STREET
~ IRWIN & McKNIGHT, P.C. CARLISLE, PA 17013
p TELEPHONE NUMBER
717 249-2353
METHOD REFER TO METHOD OF COMPUTATION IN THE NONRESIDENT DECEDENT INSTRUCTION BOOKLET (REV~•1736)
Check One: ~ Flat Rate ~ Proportionate (Complete Worksheet on Reverse Side)
1. Real Estate (Schedule A) (1) 20 000.00 ~,.
2. Stocks and Bonds (Schedule B)
(2) ~
~ ~~
~-~-
~
-
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(3) `~ 7~
~ ~a
~
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--~C t-~ `t ~-
~
~ °~ `'
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(Schedule C) z, > ~ --
' ~ -
4. Mortgages & Notes Receivable (Schedule D) (4) _ _-_ --
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ;~7 ~-_~ t~
~ ~ -*n ,
"_' l--
O (Schedule E)
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6. Jointly Owned Property (Schedule F)
(g) .~ --~
b. ..
r.~ f
`n
J ]Separate Billing Requested --
~
F- 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
~. (Schedule G or L)
V 8. Total Gross Assets (total Lines 1-7) (8) _ 20,000.00
~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12) 20.000.00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) _ 20,000.00
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES • ra ra
_ ~ 15. Amount of Line 14 taxable at the spousal tax
U ~ rate, or transfers under Sec. 2116 (a)(1.2) x .0 (15)
-
W a 16. Amount of Line 14 taxable at lineal rate x .0 45 (16) _ 900.00
17
U 0 . Amount of Line 14 taxable at sibling rate x .12 (17)
_
V V 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due -Make check payable to Commonwealth of PA
(19) _
900.00
Q 20.
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- _
ti • ~ • •.
BE SURE TQ ANSWER ALL QUESTIONS ON ttEVERSE .SIDE AND: RECHECK MAtH < ~,
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FILE NUMBER
_~ -9 - _ _
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
172-24-7936
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Law Offices
IR WIN ~ McK1VIGHT P. C.
60 West Pomfret Street, Carlisle, Pennsylvania 17013-3222
THIS AGREEMENT is entered into this ~- ~ day of April 2011, by and between PHILLIP L.
MIXELL, Personal Representative of the ESTATE OF LEWIS F. MIXELL, and PHILLI[P L. MIXELL,
HOPE A. ALLEN and RAY T. MIXELL, heirs, hereinafter called SELLERS, and RICHARD L.
RAUDABAUGH and DOLORES L. RAUDABAUGH, his wife, of Newville, Pennsylvania, Y~ereinafter called
PURCHASERS.
IT IS MUTUALLY AGREED AS FOLLOWS:
1. The SELLERS agree to sell, grant and convey to the PURCHASERS, and the PURC'H.ASERS agree
to purchase and accept the conveyance of the following described real estate situate in Upper Frarikfc-rd Township,
Cumberland County, Pennsylvania, bounded and described as follows:
Being Tract No. 2 of the Deed as recorded in Cumberland County Deed
Book "U", Volume 16, Page 592, containing 30 acres, more o_r less.
2. The PURCHASERS agree to pay the sum of $20,000.00 to SELLERS, payable as follows: $1,000.00
on the signing of this Agreement, receipt of which is hereby acknowledged; $19,000.00, the balance oi~the purchase
price, on the delivery of the Deed to said property to said PURCHASERS. Settlement to be at the ofl~ices of Irwin
& McKnight, P.C., 60 West Pomfret Street, Carlisle, Pennsylvania 17013-3222.
3. The settlement shall be made on or before May 6, 2011, which time shall be of the e:>sence, at which
time of settlement the SELLERS shall tender to the PURCHASERS a properly drawn and executed Deed of special
warranty, conveying to the PURCHASERS a good and marketable title in fee simple, clear of al]'. encumbrances,
except easements or building and use restrictions, visible or of record, and shall deliver possession to the
PURCHASERS and the PURCHASERS shall pay the balance of the purchase price in cash
4. All taxes for the current year shall be prorated to date of settlement, County and Borough or Township
taxes on a January 1st to December 31st year basis and the School tax on a July 1st to June 30t:h year basis.
Pennsylvania Realty Transfer tax and any other sale or transfer taxes are to be paid equally by SELLERS and
PURCHASERS, if any.
5. The SELLERS agree that the property shall remain in substantially its present condition until date of
settlement, reasonable wear and tear expected, and if it is not, the PURCHASERS may rescind this contract.
6. The PURCHASERS hereby waive the formal tender of the Deed if the purchase price is not paid as
agreed upon above.
7. Should the PURCHASERS fail to make settlement as hereinbefore provided, the amc-unt paid down as
hand money, to wit: $1,000.00 may be retained by the SELLERS as liquidated damages. Should the SELLERS
fail or refuse to convey as hereinbefore provided, the PURCHASERS may require the return oi.' tYie hand money
paid and reasonable title examination expenses incurred by the PURCHASERS.
8. For the performance of this Agreement, the parties bind themselves, their heirs, personal representatives,
successors and assigns, as witness their hand and seals the day and year first written above.
WITNESSED BY:
SELLERS:
ESTATE OF LEWIS F. MIXELL
~_=^ ` (SEAL)
PH LL L. X L, P rsonal Representative
r~
__ (SEAL)
P L LL
l ~ ~.
;~~,
• __ (SEAL)
HOPE .ALLEN
c ~ v __ (SEAL)
RAY T. M ELL
o- ,SR '
~. ~( ~
i ~
PURCHASERS:
(SEAL)
RICHARD L. RAUDABAU H
__ (SEAL)
D LORES L. RAUDABAU
2