HomeMy WebLinkAbout04-22-13 REV-1500 EX (01-10) 1505610140 OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 2 0 1 3 9
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 0 7 2 6 2 2 6 2 0 1 1 8 2 0 1 2 1 1 1 4 1 9 3 3
Decedent's Last Name Suffix Decedent's First Name MI
L E V A N J A N E L
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
nX 1.Original Return 2.Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
4. Limited Estate 4a. Future interest Compromise(date of 5, Federal Estate Tax Return Required
death after 12-12-82)
nX 6.Decedent Died Testate 7.Decedent Maintained a Living Trust _0 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9.Litigation Proceeds Received 10.Spousal Poverty Credit(date of death n 11.Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
W I L L I A M R S W I N E H A R T E S Q 5 7 0 2 ,6 77_7 7 7
C'> M
111!1 WL
3elgISTER OP W USE E Y
Co -U 0 — ::0
M C) —;;0 Cn 4 om
First line of address a r— r,\)
rn
2 4 0 - 2 4 6 M A R K E T S T R E E T ;X
Second line of address
,
City or Post Office State ZIP Code DAT9elLEDCn
S U N 8 U R Y P A 1 7 8 0 1
Correspondent's e-mail address:
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 complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUREIPE 0 R MSONSIBLEffOR FILIN
ADKRESS URN
4 CEDAR COURT ENOLA PA 17025
SIGNATURE OF PR THAN REPRESENTATIVE
,:�7R OT KT DATE
ADDRESS
240-246 MARKET STREET SUNBURY PA 17801
PLEASE USE ORIGINAL FORM ONLY
Side I
1505610140 1505610140
1505610240
REV-1500 EX Decedent's Social Security Number
Decedent's Name: J A N E L. L E V A N 2 0 7 2 6 2 2 6 2
RECAPITULATION
1. Real Estate(Schedule A) . .. .. . . . . . . . . . .. . . .. . . . . . . .. . . . . . . . . . . . . . . . 1. 4 2 5 0 0 . 0 0
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) 3.
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). 5. 1 2 2 5 3 5 5
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested 6.
7. Inter-Vivos Transfers&Miscellaneous N90-Probate Property
(Schedule G) n Separate Billing Requested . . . 7.
8. Total Gross Assets(total Lines I through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 5 4 7 5 3 • 5 5
9, Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . .. . . . 9. 1 4 9 3 9 - 0 1
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . . . . . . 10. 1 0 5 0 3 7 . 8 3
jj. Total Deductions(total Lines 9 and 10) .. . .. .. . ..._ .. . _ _ _ . . . .. 111. 1 1 9 9 7 6 . 8 4
12, Net Value of Estate(Line 8 minus Line 11) . . .. . . . . . .. . . . 12. - 6 5 2 2 3 . 2 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. 0 • 0 0
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . _ . . . . . . . .. . 14. - 6 5 2 2 3 • 2 9
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(11.2)X.0 0 . 0 a 15, 0 . 0 ❑
16, Amount of Line 14 taxable
at lineal rate X-0- 0 . ❑ 0 m 0 . 0 0
17. Amount of Line 14 taxable
at sibling rate X.12 0 . ❑ 0 117. 0 . ❑ 0
18, Amount of Line 14 taxable
at collateral rate X.15 ❑ ❑ ❑ 18. 0 . ❑ ❑
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 19. 0 . 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
1505610240 1505610240
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 12 0139
DECEDENT'S NAME
JANE L. LEVAN
STREET ADDRESS
1000 WEST SOUTH STREET
CITY STATE i ZIP
CARLISLE PA 17013
Tax Payments and Credits:
I. Tax Due(Page 2,Line 19) {1} 0.00
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+B) (2) 0.00
3. Interest
(3)
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. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
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
b. retain the right to designate who shall use the property transferred or its income; ......—...................... ❑ 0
c, retain a reversionary interest;or ................................................................................................ ❑ n
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ XQ
2 If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ................................ ❑ ❑X
.......................................................
3. Did decedent own an"intrust for"or payable-upon-death bank account or security at his or her death? .....,... ❑ n
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 PS.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 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.
REV-1502 EX+(01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JANE L. LEVAN 21 12 0139
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 F.
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. All that certain tract of land situate in the Township of Jackson, County of
Northumberland and Commonwealth of Pennsylvania containing sixty-nine
(.69) hundredths of acre, more or less and more particularly described in
Northumberland County Deed Book 458 at Page 148
2. All that certain parcel of ground situate approximately .060 mile westerly
from the intersection of Legislative Route 49009 and Traffic Route 225
in Jackson Township, Northumberland County, Pennsylvania containing
1.322 acres, neat measure,not including portion of road way and more
particularly described in Northumberland County Deed Book 502 at
Page 948
42,500.00
Proceeds of Sale
( See Attached Deeds and Settlement Sheet)
TOTAL(Also enter on Line 1,Recapitulation.) $ 42,500.00
If more space is needed,use additional sheets of paper of the same size.
A Settlement Statement U.S.Department of Housing OMB No 2502.0265
And Urban Development
B Type of Loan
1. O FHA 2. O FmHA 3. D CONV.UNINS. 6.File Number: 7.Loan Number: 8.Mortgage Ins.Case No.:
4. O VA 5. Q CONV.INS 06-411-C
C.Note: his form is furnished to give you a statement of actual settlement costs Amounts paid to and by the settlemenragent are shown.
Items marked"(p.o.c)"were paid outside the closing;they are shown here for informational purposes and are not included in the totals.
D. Name and Address of Borrowers: F.Name and Address of Lender:
JAMES AUSTIN VOCUM
None
1001 Middle Road
Herndon,PA 17830
E. Name and Address of Sellers:
H.Settlement Agent:
JANE L.LEVAN ESTATE Joseph C.Michetti
c/o 4 Cedar Court 921 Market Street
Ennis.PA 17025 Trevorton,PA 17881
G.Property Location. I.Settlement Date: Place of e emen:
2768 State Route 225 0312812013 JOSEPH C.MICHETTI.JR.,ESQUIRE
Disbursement Date: 921 Market Street Trevorton,PA 17881
Herndon.PA 17830 031=013
J.Summa of Borrowers Transaction K.Summary of Sellers Transaction
100. Grass Amount Due From Borrower 400. Grohs Amount Due To Seller
101. Contract sales price 42,500,00 401. Contract sales price 42,500.00
102. Personal property 402. Personal property
103. Settlement charges to borrower(line 1400) 1,006.00 403.
104. 404.
105, 405.
Adjustments for Items paid by seller in advance Adjustments for items paid by seller In advance
106. Ci !town taxes to 406. Cityltown taxes to
107. County taxes 03/287013 to 12/3112013 570.18 407. County taxes 03128/2013 to 12/31/2013 570,18
108. Assessments to 408. Assessments to
109.School taxes from 03/2&2013 to 6130/2013 515.20 409.School taxes from 03787013 to 61307013 515.20
110. 410.
111 411.
112 1 412,
120. Gross Amount Due From Borrower 544,591.38 420. Gross Amount Due To Seller 543.585.38
200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller
201. Deposit or earnest money 501. Excess deposit(see Instructions)
202. Principal amount of new loan(s) 502. Settlement charges to seller(line 1400) 3,320.00
201 Existing loans taken subject to 503. Existing loan(s)taken subject to
204. 504. Payoff 1 GRATZ BANK 37.255.83
205. 505. Payoff 2
206. 506.
207. 507.
208, 508,
209 509.
Adjustments for Items unpaid by sailor 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.
215 515.2013 County/Township Taxes 754,20
216. 516.2012 Delinquent Taxes 2,255.35
217. 517,
218. 518.
219. 519.
220.Total Paid By/For Borrower 50.00 520. Total Reductions Amount Due Seller S43 85.38
300.Cash At Settlement From/To Borrower 600. Cash At Settlement To/From Seller
301. Gross amount due from borrower line 120 544,591.38 1 601. Gross amount due to seller fine 420 S43 4585.38
302. Less amount paid by/for borrower line 220 $0.00 602. Less reductions in amount due seller line$20 $43485.38
303.CASH ✓Q FROM O TO BORROWER: 544591.38 603.CASH 2 TO 0 FROM SELLER: 50.00
Buyer's Initials Seller's Initials
Section S of list aed Fnne Serdement Procedures Aet tRESPA)requires she following FiUD must develop Section atsy orRESPA muMaus drU}rt}O develop sttd prescribe rids uaMard fare t be used st the time at
a Special Information Booklet to help persona borr--g money a fine.*the Punta-of residential and Iwn senlemem so prpvibc roll disclosure of all cMrges impaed upon me bonowu and roller These erc third
esuu m better understand the nature and costs of red mum settlement servues.'Fich lender must provide party disclosures that tae designed to provide the borrower with pertinent informatton during the seelemem
the booklet well applicants from whom it wolves or fa whom it prepares a wnnen appleauoo to borrow pr«eta in order m bu beter shopper.The Public Reporting Burden for this collecuon of orcrmstion is
money to Notice the purchase of residenud real estate,?Lenders mutt preme.and diuribuu wish the Booklet mo mned w average one hats per unpeou,including the unto for reviewing inatnrehats,seuchms esrskng
e Good Faith Eumorm of the settlement cots that the borrower is likely to incur in connection with the data sources,gathering and reassuming the data corded,and completing and reviewing the collection or
settlement These disclosures Art manaduory mfonna im This agency may not collect this information,and you are not required to complete this farm,
unless it duplays a currently valid Ohtb control number
1030
Settlement Statement Page 2
L.Settlement arges
Io Total Sales/Brokees Commission based on price i 42,SW.00 Q % = Paid From Paid From
Division of Commission(tine loo)as follows: Borrowers Seller's Funds
701 to Funds at at Settlement
Settlement
702. to
703. Commission paid at Settlement
704.
800. Items Payable in Connection With Loan
801, Loan Origination Fee %
802. Loan Discount �a
803. Appraisal Fee
804. Credit Report
805. Lender's Inspection Fee
806 Mortgage Insurance Application Fee
807. Assumption Fee
808. Food Certification
809,
810.
811.
812,
813.
815
900. items Required By Lander To Be Paid In Advance
90t, Interest From 113/28=13 to(f S tday for days
902. Mortgage Insurance Premium for ma.to
903. Hazard Insurance Premium for yrs.to
904. yrs.to
1000. Reserves Deposited With Lender
1001. Hazard Insurance months(dj per month
1002. Mortgage Insurance months @ per month
1001 City property taxes months @ per month
1004. County lases months C per month
1005. School axes months @ per month
1006, months r month
1007 months @ per month
1008. Aggregate Adjustment
1100.Title Charges
1101. Settlement or closing fee to JOSEPH C.MICHETTI,JR..ESQUIRE I
1102. Abstract or title search to
1103. Title examination to JOSEPH C.MICHETTi.JR„ESQUIRE 425.80
1104 Title insurance binder to
1105. Document preparation to
11W Notary fees to TERESA A.DOBSON 10.00
orneyS ee9 o WILLIAM SWINEHART,ESQUIRE
(includes above Rem Numbers )
1108. This insurance to First American Title Insurance Company
(includes above item Numbers. )
1109. Lender's coverage
1110. Owner's coverage
1111, Bang Attorney ttes,to
?58.08
1112,
1113.
1200. Government Recording and Transfer Charges
1201. Recording fees: Deed 56.00 ;Mortgage Releases 56.00
1202. City/county tax stamps: Deed 425.0 Mortgage 212.50 212.50
1203. State taxlstamps: 425.00 Mortgage 212.50 212-W
1204.
1300. Additional Settlement Charges
1301.Survey to
1302.pest inspection to
1303 Exemplified copy otprobste to CUMBERLAND COUNTY REGISTER 40.00
1304.Filing fee of probate to NORTHUMBERLAND COUNTY REGISTER 95.81)
1305
1306
1307,
1400. Total Settlement Charges(enter on lines 103,Section J and 502,Section K) $1,006.001 53,32100
have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,R is a true and accurate statement of all receipts and disbursements made on
ny account or by me/in�this transaction. I runner certify that I have received a copy of the HUD-1 Settlement Statement(pages 1 and 2)-
IAMES AUSTIN YOCUNI J L.LEVAN ISTATE
'he HUD-1 Settlement Statement w4h I have prepare is a tr ands orate account of this transaction.I have caused or will cause the funds to be disbursed in accordance with this
tatement,
,ettlement Agent Date 8312 812 0 13'7
YARNING: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 a fine and imprisonment,
or details see:Title 18 U.S.Code Section 1001 and Section 1010
Drevious editions are obsolete
1031
This Indenture ENTERS
JUL 24 1972
1' MADE the 18th day M July
Tax
!n the year of out Lord one thousand nice hundred and Seventy two
LISTER A18RIGH1,Record
BETWEEN h'AMTF. RFftrCK, WTDOW, Perk T., Rebuck and Hilda V. Rebuck, Husband and
wife and all of the Ilorouph of ('rata:, County of Dauphin and Commonwealth of Pennsyl-
vania, CRANTOWS, parties of the first part,
;i -
A N D'
)
DWATD A. LF.VAN k Jane L. Levan, IInsband and wife as tenants ly.the
; ? enttireties of the Township of Jockson, County of Northumberland and Commonwralth of
i
Pennsylvania, CRAM17 FS, nari.ies of-the
{
t
of the second part WITNF.SSIETH, that the said parties of the first part, for and In consideration of
;r the Sum of Five hundred dollars (1500.M)
t, Dollars.lawful money of the United•States of Amerim well and truly paid by the said parties of the
second part to the said part tea of the first part,at and before the seating and delivery of these presents,
i,
the receipt whereat is hereby acknowledged i V/01 granted, bargained, sold, atlened, ea-
, . feoffcd released,conveyed and confirmed,and by theta presents do grant, bargain, wit, alien. an-
koff.redraw,convey and confirm unto the said parties of the second part their
heirs andssaigns &TT flint crrinin .f' rrnt•hd aitunited iv,-roylrvttoly t},frt milo ':13T-
°yy{ 11.1v rrnm ihr intrrrrcti„r of f.r-rIr1- ivr I1-Ar lif"1100 and "rnft'i*cr hwitr P" in
h Jncbron "en.jnrhin, #'o•IF+11mIw;-1nn0 rn"nty, Penn!,ylvnnin, ^ro+•r folly loundrd :in(!
clrscrihrel nn "nljn., .
1f' I O!'"IT"f' at n c•nn(-rr !e mnmimrnt 1.1r-nty-five (^r.) rert. ''roan center•14ne
or Trnf+'ic ltnutr ?"r rind tvrl+,a (11' r{,i bent—ly f•orc r, :;��cyil o+atrr co:} .^.n, this
brinr the northernir t.f corn, r of the irniv Pty hrrrin drncribrd; therer alon,• land
now or rormerl,y of ". I. 1•ebucl, .".ouch 1••rrnty-sevon cieme^, forty-ninf, minutes and
forty-four socnndr. !•'rst 0". ^70 ),rn' Will '•'.) a distance of two hurdrrd and fifty-
nine nnc'. rirhtnrn ),nndredths (?rn.lR)"rot t.n n concrete mcnumrnt which is twelve
;( (t?) feet vrnior•ly rrnm raid 'utrr cm.r o; fhrpce ::1nnr thr some South thirty-six
derreen, twenty-five ninutrn and than seconds P;rnt (S. 16" 7r+ 0', W.) a distance
of twn hnrr'r— r•nd riv. and ft!'t•l-nr•vrn hundre:iths (201.,1'7) fer.t to a corlcretr
monument which is twelve (11) ".v,1. swOrr'v rrnm ;a,id uatrr couror and is also the
soutt-,eastrrly vorner of the prnprriy hcr•011 c'r.^^r41xd; t.hr••ee ulenr thr same !forth
ftfiyreve n r'nfrres and fifty ntinutr�ri t,r nt {", r.lf '.:.} n dip.snot of sixty-fl.ve
T and eirhty- tvohurclrrdthe ((r",tf'I) rr-rt to ;i r,nnd iron 'in, thin nin Irinr the
noutht'netrrly corner or rfn)vrt:- hei•rin irnrrihed rind the rautheasterV corner of
land nor or for•mrrly of Jon K11riper; thence along' the land nnw or formerly of
i Jcn Klini•r•r '!0rth tw.rlvr (iraper, ''iffy-six minutes and fifty-two recondn Font
(11. 1?o "61 57j F.) o d1!o.-ncr t.hr,P hard-ed and sixty-Pour and rixtenn hundredths
Wb.if,)feet to n co-errttt monument, this mnnnmrnt brinr• the rorthwrst,•rly corner
of the nronrriy herein dfncrihnd rind the northrant.erly corner of land now or form-
prly or Jon Kltnrnr; thence slant, the s..me lrnrinr and a diatnnce of twenty-five
and seventyrire hundredths 01.70) fret to the centvrltne of Traffic Prieto 77r;
thrncn alrrtr this renterlAre :'orth eieht.,y-cirht derrren, "oriy-five minutes and
t'1:''y-thrPP nrconds Fast. (I1. PA" lief r3.. F',1 r. rlint+;ncc• of two lnmd ad and twenty-
four and .^.evenly-rirht hundredths (,A.78) fort. to a point; ther,el. acro-s the t
southerly portion of th4s vut,lic roadWey SAoth tt!rniy-nrvon derrees, forty-nine
mirritton and "arty-four nrenrds Vest. (". 270 tint III," W.) a distance of twenty-eiPht
,r.
and sixty hundredths (sari to a concrete monument, brinr the °DIi,T JP iEt:.tf» I
"TVs. Cnntair.inr 1.3?? Aerrs,,neat mrastire, not, tneludinr iiortion of roadway.
The rfrantor has incluclud all rtrht, title and interest, if any, to the t
southerly half of "rs'fic hoote ^?r'.
`t 1
DEED TAX ON REAL ESTATE
LINE MOUNTAIN SCHOOL DISTRICT
Amount S. ,
;' ;
4..
vOl �9 Lester Abighl,Collector !
2 PACE 948 a
;
61
The westerly line of.the oronerty herein described is the same line
(extended southerly annroximately IM feet) as noted ty survey of Ceor¢e W. Keefer
dated February 23, 1063, re. orooerty co^veyed ty W. L Rebuck to Russell L. and
Jenett P. Witmer.
The above described treat of land includes ('9 of an acre of land
I which was surveyed t1y reorre 1.1. Keefer and commyed tar W I, kel,uck and wife, to F
Russell T.. and Jenett P.'Atmer and aubscouently rranted and conveyed unto Donald r
f A. and Jane L. Levan, t1RANTFFS herein.
The .63 of an acre which to conveyed herein is a nart of the same• S l
nremises which Frank Stnnkewic% and wife .ty their indenture hearinp date•the 28th i
j day of Spotember A. D. 1030 and rreordod in the office of the Recorder of Deeds in
and for Forthiunberl.nnd county, rennayl.yaniaj in Deed Pnokj 260, at nare 388, r
prantrd and conveyed unto Wm. T. itnbuek and Mamie S. Rebuck, husband and vita. F
The said Wm. I. Rebuck has since died and the said Mamie S. Rebucki the surviving
Widow, becaw invoated with the entire fee. Mamie S. Rebuck had conveyed the ;
said real estate unto Verl L. k Hilda V. Rebuck] but the said deed has not been
recorded•
r
f
1
Ll
J
ti: . rvm 502 rAm949 R.
�7 �tiflr
11111
(nil•+U t
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t y Al f,�
Ro K. He ne P.9.
j �• ��. mid-Peen Eng+veering Corporation
VOL 502 PAGE 050 o.o.w Building•U.S. 15 South
Lewisburg, Pa. 11837
c' PROPERTY BEING CONVEYED 1
r .
BY N. I. REBUCK
TO DONALD A. LEVAN
AAAARAAAAAAAAAAA
1 LOCATED B"WF.EN K&NDATA AND RED CROSS ON
TRAFFIC Rows 225
JACKSON TOWNSHIP
NORTHUNBFRLAND COUNTi
PENNSYLVANIA
j
TOGETHER with all and singular the tenements, heredetameate and appurtenances to the some belonging,
or in any wise appertaining,and the reversion and reversions,remainder and remainders,rent.Issues and prOflts y.
thereof.and also all the estate,right,title,interest,property,claims and demand whatsoever,both in law rand
'r
equity,of the said parties of the Mgt part,oL in, to or out of the said premises and every part and'
pereei thereof. i
f ?
- TO HAVE AND TO HOLD the said premises, with all and singular the appurtenances unto the mid
r portion of the second part, their heirs and assigns,to and for the only proper use and.behoof of the said
� i
parties of the second part. their heirs and assigns forever. ,
and the aid
*'arms S. Febuck, widwo, I)rrl 1. Frbnclr and Hilda V. Rebuck, husband and wife,
heirs.executors and administrators do by these presents, covenant,i7rant and agree to and with the
Mid part sea of the second part their heirs and assigns,that the said parties
of the first part,
heirs,all and singular the hereditaments and premises herein above described and granted, or mentioned and
Intended so to be.with the appurtenances,unto the said part leg of the second part their heirs and ss-
signs.against the said parties of the first part and then' helm and.agaiint aU and every other person
or persons,whomsoever.lawfully claiming or to claim the setae or any part thereof
shall and will by these presents warrant and forever defend. .
IN WnH618 WHERSOV,the said parties of the tint part holy-1 hereunto set their hand 3
and seal,! ,the day and year tint above wilttem
Signed.Sealed and Delivered
in the presence of
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COMMONWZALTH OR PENNSYLVANIA :) !
� } ,j
j COUNTY OF "aF SS:T1111MEMLAND J
On this,the 18th day of July 972 ,before me a *!
1y otaty.public the
fi! undersigned officer, personally appeared` Mamie S. Rebuck, widow, Derl L. Rebuck, and Hilda t
t
V. Rebuck-
known to me(or satisfactorily proven) to be the person who.me names subscribed to the within instru-
meet.and acknowledged that t h4v executed the amt for the purpose therein contained,
IN WITNESS WHEREOF.1I have hereunte at my hand and notarial tilt • s
•
! ass •/, •s Mi 1
! iNY Commission Expires VOL— �r r
.n,.w Yxnxt 1,.r `tt� t•-' sae �.� ,{
1 hereby ce, fy that the cone.!address of the within named Grantee b R. D. Herndonr i
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Va 502 ct951
fmoanw J U L 2 41972 RECORDS Pat"sque*4 : '
I
F# ENTE E
j This Indenture FA.9. , °�
MADE the 27th day of May JUN 1- 1966
�• in the year of our Lord oae ttwm"nlee hundred and sixty-six (1966) U.S.I.R.
Tu fee L..Zjd I IiI
LEM ALUIGHi.R der
13ZTWEM RUSSELL L. WITMER and JANET P. WITMER, his wife, of the Township of
Jackson, County of Northumberland and Commonwealth of Pennsylvania. Parties of the
First Part;
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DON A. LEVAN and JANE L. LEVAN, his wife, of R. D. N1, Herndon. County of Northumberland j
and Commonwealth of Pennsylvania, as tenants by the entireties. Parties
fof the second part WITNIESSBTH,that the said pert ies of the first pert, for and in oaadderatioe of
the sum of Twelve Thousand Nine Hundred ($12.900.00)
i
i
Dollam lawful money of the United States of America, well and truly paid by the said part ies of the
second part to the mid part ies of the first pert,at and before the sealing and delivery of these prcambN
! the receipt whereof is hereby acknowledged have granted; bargained. sold. slie=4 ear
f feoffcd,released conveyed and confirmed,and by these presenb do grant, bargain, soli, alien, so-
feaff,release,con !
vey and confirm unto the said pert i eS of the second pert their it
heirs and swigas ALL that certain tract of land situate in the Township of Jackson.
1 County of Northumberland and Commonwealth of Pennsylvania, bounded and described as
follows:
I BEGINNING at a point, said point being the centerline of State Highway Route /225
leading from Mandate to Red Cross; this same point marks the northeastern corner of a
lot now or formerly in the tenure of John Klinger; thence along lot of the said`Klinger.
South twelve (12) degrees seventeen (17) minutes West, two hundred ninety (290) feet to
an iron pipe; thence along lands now or formerly of Russell L. and Janet P. Witmer,
North seventy-four (74) degrees twenty-seven (27) minutes East, eighty-eight and sixt -
six (88.66) hundredths feet to an.,iron pipe; thence along same, North twenty-five (25T
degrees eight (8) minutes East, two hundred ninety-three (293) feet to a point in the
center line of the said State Highway; thence through the center of the said highway;
South eighty-eight (88) degrees West, one hundred forty-seven and sixty-six hundredths
(147.66) feet to a point, the place of BEGINNING. CONTAINING sixty-nine hundredths (.69)
I of an acre, more or less.
i
! BEING the same premises that William 1. Rebuck and Mamie S. Rebuck,. his wife, granted
i and conveyed unto Russell L. Witmer and Janet P. Witmer, by Deed dated March 5. 1963
and recorded in'the Office for the Recording of Deeds in and for Northumberland County
in Deed Book 425 at Page 313.
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VOL 458 FAGE148
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TOGETHER with all and singular the tenements,heredttamena and appurtenances to the same belcoging, i
i
or in any wise appertaining,and the reversion,and reveniasm remainder and remainders,rents,Issues and profits t
thereof;and also all the estate,right,title,interest,property,claims and demand whatsoever,both in law and
equity,of the acid part i as of the AM part,of,in.to or out of the said premises and every part nsd
parcel thereot.
! TO HAVE AND TO HOLD the said premises, with an and singular the appurtenances unto the said I
part i es of the second part, thei r heirs and sssigns„to and for the only proper use and behoot of the said j
i part ies of the second part thei r heirs and assigns forever. j
!� and the wild Parties of the First Part, for themselves. their j
jheirs,executors and administrators do by these presents,covenant grant and agree to and with the
{ # said part ies of thc,seeond part their heirs and esalow,that they the said parties f
t of the first part for themselves, their
s
1 heirs,all and singular the hereditamewts and premiss herein above described and granted, at mentioned and
intended so to be.with the appurtenances,unto the said part i as of the second part thei Qtein sod aa•
t signs,against the said parties of the first part and their heirs,and against all and every other person
! or persons,whomsoever.lawfully claiming or to ctalm the same or any part thereof lay.from through,at tinder
him.her.them or any of them shall and will by these presents warrant and forever defend.
In W—an Wmineor,the said parties of the first part have hereunto set their hands
and seals .the day and year first above writtim.
Signed.Sealed and Delivered
a
t in the presence of
(SEAL) .
......... _ __.. —(SEAL)
......._........»__ _ . ...___ _ ._» _ _ _ _.__..(SEAL.)
_....._ ____... .._..,........._........
i
COMMONWs-ALTH OF PENNSYLVANIA 1 k
!+ COUNTY Ov
' On this.the 27th day of ?tstr 19 66 before me a Notary Public. the
fj} undersigned officer,personally appeared RUSSELL L. WITMER 6 JANET P. WITMER
f i
f
known to me(or satisfactorily proven)to be the persons whose ns od are subscribed to the witldo4natru-
ment,and acknowledged that t he Y executed the same for the purpose therein contained. 1.1!i ,j b
IN WITNESS WHEREOF,I have hereunto set my hand and Notarial
mi tr C X1.1 ~�
t gtiwuoatx.NOlSttUMBERLANaCO»PA.
Cwni..+..Csvinw3fox.l.JJIYt..,... _ _ `., 5' •%
:non••.
j I hereby certify that the correct address of the within named Grantee is R. D. ill, Herndon.
Northumberland County. Pennsylvania.
vii. 45$ PAGE149 Attorney for Grantees
RECORDED � JUNE 1,194;
REV-1508 EX+(11-10)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
JANE L. LEVAN 21 12 0139
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, Checking account number 1 ct, the Gratz National Bank 1,383.10
2. Irrevocable Burial Reserve, account number 9662 (1)1 the Gratz National 9,785.07
Bank
Principal: $9,776.63 Accrued Interest: $8.44
3. Adjustments for items paid for in advance in connection with the sale, of real
estate, as follows:
County taxes: $570.18
School taxes: $515.20 1,085.38
TOTAL(Also enter on Line 5,Recapitulation) $ 12,253.55
If more space is needed,insert additional sheets of paper of the same size
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
,IANE L. LEVAN 21 12 0139
Decedent's debts must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
X FUNERAL EXPENSES:
1. Robert J. Foust Funeral Home- funeral services 5,330.77
B. ADMINISTRATIVE COSTS:
1 Personal Representative Commissions:
Name(s)of Personal Representative(s) Donita Jo Mundis 2,600.00
Street Address 4 Cedar Court
city Enola state PA zip 17025
Year(s)Commission Paid:
2, Attorney Fees: Wiest, Muolo, Noon, Swinehart & Bathgate 2,000.00
3, Family Exemption:(if decedent's address is not the same as claimants,attach explanation.)
Claimant
Street Address
City state -ZIP
Relationship of Claimant to Decedent
4, Probate Fees: Register of Wills 186.50
5. Accountant Fees:
6. Tax Return Preparer Fees: Mountaindale Tax Service - preparation of 2011 returns 75.00
7. Cumberland Law Journal - legal advertising 75.00
8. PPL -electric services 66.56
9. The Patriot News - legal advertising 185.75
10. PPL - electric services for house 38.19
11. PPL -electric services for studio 51.69
12. Reductions in amount due to seller in connection with the sale of real estate,
as follows:
2013 County/township taxes 754.20
2012 Delinquent taxes 2,255.35
Teresa Dobson - notary 10.00
Attorney Michetti - bank attorney's fees 750.00
I%realty transfer tax 425.00
TOTAL(Also enter on Line 9,Recapitulation) $ 14,939.01
If more space is needed,use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
JANE L. LEVAN 21 12 0139
Decedent's Name Page 1 File Number
Schedule H - Funeral Expenses&Administrative Costs -B7.
ITEM
NUMBER DESCRIPTION AMOUNT
Cumberland County Register-exemplified copy of probate 40.00
Northumberland County Register- tiling fee 95.00
SUBTOTAL SCHEDULE H-B7 135.00
REV-1512 EX+(12-08)
pennsylvania SCHEDULE
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, &LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JANE L. LEVAN 21 12 0139
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Department of Public Welfare - restitution of medical assistance granted on
behalf of the decedent in the amount of$37,547.35. $12,315.09 was incurred
during the six months of the decedent's life and is entered as Class Three Claim.
The balance of claim in the amount of$25,232.26 is entered a Class 5.1 Claim 37,547.35
2. Mortgage loan number 400103888 (q-), Gratz National Bank 37,255.83
3. Sarah A. Todd Memorial Home - nursing home care 28,694.77
4. PPL -electric services 50.41
5. Visa - outstanding balance due 303.47
6. Philhaven -consultation 10.00
7. Spring Road Family Practice - professional services 30.00
8. U.S. Treasury - 2011 income tax 1.146.00
TOTAL(Also enter on Line 10,Recapitulation) $ 105.037.83
If more space is needed,insert additional sheets of the same size.
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JANE LLEl/AN 21 12 0139
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [Include outr ht spousal distribufions and transfers under
Lori D. Levan Lineal
P.O. Box 805 16.67%of estate
Kutztown, PA 19530
2. Anthony P. Levan, Sr. Lineal
140 Herndon Road 16.67%of estate
Flerndon, PA 17830
David T. Levan Lineal
P.O. Box 292 16.67%of estate
Herridon, PA 17830
4. Michal J. Kauffman Lineal
325 Noll Street 16.67% of estate
Lewisburg, PA 17837
5. Donita J. Mundis Lineal
4 Cedar Court 33.32%of estate
Enola, PA 17025
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
None 0.00
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
None 0.00
TOTAL OF PART I I -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00
If more space is needed,use additional sheets of paper of the same size.
BE IT REWE.WBERED that 1. JANE L. LEVAN, of the Township of Jackson, County of
Northumberland and Commonwealth of Pennsylvania,do make,publish and declare this as and for my
Last Will and Testament,hereby revoking and making null and void any and all Wills and Testaments
t
or Writings in the nature thereof by me at any time heretofore made.
Ii FIRST. I order and direct that all of my just debts, being those to which I have no legal I
defense, and funeral expenses he paid as soon as may be convenient after my decease by my hereinafter
1.
named Executrix.
SECOND. I hereby expressly authorize, empower and direct my hereinafter named
Executrix, for the payment of debts or for any purpose of administration or distribution, to sell any
POP erty, real or personal, publicly or privately, Court,for cash or on time,without an Order of Cou . upon
such terms and conditions as to them shall seem best, to execute Deeds for the conveyance of real
estate,without liability on the part of the purchaser to see to the application of the purchase money.
THIRD. I give,devise and bequeath all of my estate,whatsoever the same may be and
wheresoever the same may be situate at the time of my decease,real,personal and mixed,or to which I
may be entitled at the time of my decease,in the following percentages:
A. SIXTEEN POINT SIXTY-SEVEN PERCENT(16.67%)unto my daughter,
LORI D. LEVAN,her heirs and assigns forever.
B. SIXTEEN POINT SIXTY-SEVEN PERCENT(16.67%)unto my son,
ANTHONY P. LEVAN,SR.,his heirs and assigns forever.
C. SIXTEEN POINT SIXTY-SEVEN PERCENT(16.67%)unto my son,DAVID
T. LEVAN,his heirs and assigns forever.
D. SIXTEEN POINT SIXTY-SEVEN PERCENT(16.67°%)unto my daughter,
MICHAL J.KAUFFMAN her heirs and assigns forever,
E. THIRTY-THREE POINT THIRTY-TWO(33.32%)unto my daughter DONITA
JO MUNDIS,her heirs and assigns forever.
FO I-W TH. No provision is made herein for my son, SHAUN D. LEVAN, not because of
any lack in love and affection but because he has been adequately provided for by me during his
lifetime..
(SEAL)
JANE L. LEVAN
FIFTH. I nominate,constitute and appoint my daughter,DON ITA 10 MUNDIS to be the
Executrix of this,my Last Will and Testament.
SIXTH. No fiduciary acting hereunder shall be required to post bond or furnish sureties
in this or any other jurisdiction.
LASTLY. Until actual distribution to him or her, no interest of any beneficiary hereunder
shall be subject to anticipation or to voluntary or involuntary alienation
IN WITNESS WHEREOF, 1,the Testatrix have hereunto subscribed my name and affixed my
seal to this,my Last Will and Testament written on these 3 sheets of paper this 291h day of May,2009.
/ (SEAL)
JANE L. LEVAN
Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will
and Testament in our presence,who, in her presence, at her request, and in the presence of each other,
have hereunto subscribed our names as attesting witnesses.
CON11MONWEALTH OF PENNSYLVANIA
SS':
COUNT'Y'OF NORTHUMBERLAND
1, JANE L. LEVAN. the Testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will: that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
JANE L. LEVAN
Sworn to and subscribed
before me this 29"'
day of May.2009.
N
�TH uL PENNSYLVANIA
NotarW
Edna N,S%km:i!Zary Pubic
Cky Of S&WMbUrY.Nof"ArIbmarld
MY Cbmmhs�ion
"17,2011
County
Member P—,"C.—
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF/NORTHUMBERLAND
We.
"..C,,.4he witnesses
whose names arc signed to Ae attached or foregoing idstrumcnt.being duly qualified according to law,
do depose and say that we were present and saw the Testatrix sign and execute the instrument as her
Last Will, that she signed willingly and that she executed it as her free and voluntary act for purposes
therein expressed;that each of us in the hearing and sight of the Testatrix was at the time eighteen(1 S}
or more years of age.of sound mind and under no constraint or undue influence.
Witness
A/.I1-—kg—va'�—
Witness
Sworn to and subscribed
before me this 291h
day of May.2009.
Notary Puboric
TH OF PENNSYLVANIA
saw
sck"N. Notary Rae
19— PN�Wbft
cry Cox
Pir-;pry 17,2011
LAW OFFICES
WIEST, MUOLO, NOON, SWINEHART & BATHGATE
P.O. BOX 791
ROGER V.WIEST 240-246 MARKET STREET ASHLAND OFFICE
ROBERT J. MUOLO 875-3299
DAVID D. NOON SUNBURY, PENNSYLVANIA 17801
WILLIAM R.SWINEHART AREA CODE 570 HERNDON OFFICE
758-5544
ROGER V.WIEST,11 286-7777
JAMES C.BATHGATE 286-8075 FAX E-MAIL
attwiestOptd.net
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April 18, 2013 40 rn
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Glenda Farrier Strasbaugh, Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013-3387
RE: Estate of Jane L. LeVan,deceased
Dear Ms. Strasbaugh:
Attached hereto please find an original and three (3) copies of the Inheritance Tax Return and an
original and two (2) copies of the Inventory for the above-captioned estate. Please file an original and one (1)
copy of the Inheritance Tax Return and the original Inventory, time-stamp the remaining copies and return them
to my office in the enclosed self-addressed stamped envelope.
Should you require have any questions regarding the foregoing, please contact me.
Very truly yours,
WIEST,MUOLO,NOON& SWINEHART
William R. Swinehart
WRS/sk
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