HomeMy WebLinkAbout04-29-13 -..I REV-15Q0�`�D1'0� 5 1505610143
t.
PA Department of Revenue p8n��ivania 6FF�IAI_USE IN�ILY
y CountyCOtle Year FileNUmber
Bureauoflndividual7exes ��u+*ME�*oF�v�HUe
Po eox.asosoi INHERITANCE TAX RETURN 21 11 0 0 814
Harrisburg,Pa 4�iz8-oso� RESIDENT DECEQENT
ENTER DECEpENT INFORMATION BELOW
Saoial Securiry Number Date of Death Date of Birth
122 32 1d74 Q7 Q3 2011 O1 24 19ifi
DecetlenPs Last Name SuHx pecetlenPs First Name Mi
PANS ANITA P
(N App�icabk}Enter Surviving Spouss's M/rnnatian Be7ow
Spouse's Last Name Su�x Spquse's First Name MI
Spouse'S Sociel Secunty Number
THIS RETURN MU$T BE FILED IN DUPLICATE WITH THE
REGISTER OF WI�LS
FIIL IN APPROPRIATE OVALS SEt,OW
� 1. Original Retum � � 2. 5upplemental Relum � 3.Remaindar ReWm(date of tleafh
Dhw'lo 12-13-82)
� d. LimltaC Estste � 46.Fuwra iniamt comP�o�e j'� 5. Fatlerai Estst�Ta�s ReWm Retluired
(tlate d da8tn aRer t242-827
� 6 Decedenl Ued Teatale � �. oeceaent titeinuined a Living 7ms� __ 8. Tolal NumOer of Sefe Deposlt Baxes
�a�cn aoay m weq (nnacn capy a rrus�
� S. litigation Praceeds#2eteived � 14.b�nP2��#.�����' � 'f 1.EI8Ctbn to kax undet Sec.5113{Aj
(Attach Sch.O}
CORRESPONDENT-THIS S6CTION MUST BE COMPLETED.ALl CQRRESPONDENCE AND CONFIDENTIAL 7AX INFORMATION$HOULD BE�IRECTED Tq:
�� Daykime TNaphona kum@gr
SAMUEL L ANDES 717 ��t 53$;1. � �T
� �a � � �
�G��� ue�or�rn�e a��
�> r- ...r �
� �. �t � X'C^� !�T
Firet line of adtlreas -» � �� � �'
, ;�
525 NQi2TFi 12TIi STRSBT '� � � -'' '�T� �
�.� c� _ _3 'T5
�V� �._ .
Seoandlinepieddress � =� `'—' �"' `��
..� —i C_'� �w �il
%%°� O U5 6
Gity w Past pHiee Skate ZiP Cnda gATE F�9 �
LEMOYNB PA 17043
Ganespondent�xamaiiaddrew: ��Wandes�aoi.eom
Under penaltles o( ury,l dbClare ave examinbtl thk retum,incluEing accompanyiog sRhedules and sffilaments,antl to ihe Oest of my knowledpe and belief,
it is ttue. comp�ete, n M preparer pdter Uan tlre petsonal repragentadve is basad on all infprmeHOn W whfch prepprer hfls any knaMetlge.
SICihATtH2E RSON�fi OfiFilW6 13ATE
�P� Tommy D. Pane �. �
ADDRESS
605 Grendview Circie, Lewl� , PA 17335
Slfi RE EPARE H PRE NT TNE pATE
Samuel �Andes �7 7 ^
A
525 North 12th Street, Lemayne, PA 17043
Side 1
� 1505610143 1505610143 �
� 1505610245
REV-15D0 EX
DecedenPs Social Securiry Numder
e�ae�,rs r+a�: PANE, ANlTA P. 12 2 3 2 l d 7 4
__ �. __� __-_ _ -._ _----- -
RECAPITULATION
t. Reai Estate(Scneaule A}...__......................_................................................._......... �. 12 6 , 0 0 4 . Q 0
2. Stocks entl Bonds�Schedule B)............................................................................... 2.
3. Cbsely Netd Gorporation,Partnership ar SWe-Proprietorship{Schedule G}._........ 3.
4. Mortgages 8 Notes Receivable(Schedule D).......................................................... 4.
�� Cash,Bank Deposits&Miscel3aneous Persanel Property(Sch�Iule E}................ 5.
6. Jointly Owned Properry(Schedule F) 0 Separata Billing Requested............. 6.
7. IMer-Yvos Tra�sfers&Nksce�laneous Non-Probate Property
(Schedule G) O Sep2rete Biliing Requested............. 7.
S. ToWI Gross Asaets(toql Lines 1-7)....................................................................... 8. 12 6 . 0 0 0 . 0 0
- -�- - -- ------
S. Funerai E�ensas 8 Atlministrative Casts(Scbedu{e H}....._............_......... g � Z 5? • g Q
._........ 9.
10. Debls of Decedant,Mortgage Liabilities,8�iens(Schedule p................................ 10.
1 t. ToYat Deductioos(totai Linas 9&�0)...................................................................... 15. 9 : 2 5 7 . 9 4
12. Net Value of Eatate(line e minus Line 11)............................................................. �2. 1 16 , 7 4 2 . 1 0
73. Charitabie and Govemm�tat Bequests+Seo 9113 Trusts for wtrich
an elecBon to tax has noi 6een made(Schedufe J)................................................. 73.
14. Net Yatue Subject to Tax(line 72 minus Llne 13)................._.............................. �4. 1 1 6 , 7 4 2 . 10
TAX COMPUTATION-SEE IN5TRUCTIONS FOR MPL�ABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rete,or
tra�sfers urMer Sec.9'I t fi
(a}(12}X.04 1�.
18. Amount Of Line 14 tauable
at�ineal rete x C�45 116 , 7 4 2 . 1 0 �6 5 � 2 5 3 . 3 9
17. Amount of Line 14 ta�b7e
atsiblingrateX ,�y ���
18. Amount of Line 14 ta�ble
atcolleteralrateX .75 18�
19. 7az Due.................................................................._................................................. '19. 5 . 2 5 3 . 3 9
26. fILL IN THE QVall.IF YOU XRE REQUESTING A REFUFiD OF AN BYERPAYMENT. ❑
$![�@ 2
� 1505810243 15056i0243 J
REV-1500 EX Page 3 File Number 21 - 11 • 00814 .
De¢edenYs Campiete Address:
N ' A
Pane, Anita P.
STREETAt}ORESS ---- -- ._ ---- -.� .�.. __-------
1703 Brandt Avenue
- ---- — - - —
C�Ty STATE ZfP
New Cumber4and PA 1�070
Tau Payme�rts and Cradits:
1. Tax Due(Page 2,Line 19) (1) 5,Z53.39
2. Credits/Payments � i �
A. Priw Peymen#5
B. Discounk
Total Credits(A +g) (7) 0.00
3. interest {3} O.OQ
4. H Line 2 is greater thar��ine t +�7rue 9,ent�the diHererice. Tfiis is the OYERPAYMEN7. (4)
Check 6ox cn Pags 2 Li�re 20 W raquest a rafueui —__ �
5. If Line 1 +Line 3 is greater than Line 2,enter Nre differenae. This is the TAX DUE. �5) _ 5,253.39
Make Check Payable to: REGISTER OF WILLS, AGENT.
. :��_.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN `"X" IN THE APPROPRIATE BLOCKS
9. Did decedent make a transfer and: Yas No
a. retain the use qr incoma of the PropeRy hansferretl:.................................................................................. x❑
b. retain the nght to designate who shall use Me property Vansferred or its income:.................................... �
aretain a reversionary interest:or....._....................................................................._................................-- �
d. raceive the promise for I41e of either payments,6enefits or cara?.............................................................. � �
2. If death ocwned after Decem4er 12, 1982,did decedent fransfer property within one year of death without
receivingadequate consideraUon7....................................................................................................................... ❑ ❑X
3, Did decedfl�t own an"in trust for" or payable upon death bank accaunt a security at his or her death?......... � �
4. Did decedent own an Individual Retirement Acwunt,ennuity,orother non-probate propartywhich
contains e beneficiary designation7...................................................................................................................... ❑ ❑x
{f THE ANSWER FO ANY OP THE ASOYE QUE$TIONS i8 YES,YOU MUST C4MPLETE SCHE04fLE G AND FlLE IT AS AART OF THE RETURN.
i
�FOr tlates of death on or after July 1, 1994 and beTure Jan. 1,1995,the tax rute imposetl on the net value of trensfers to ar for the use of the surWving
spouse is 3 perCent[72 P.S.§9116(a){1.1)(i)].
For dates of death on ar after January 1,1995,the fa�c rate imposed on the�6t vatue af transfers to ar for Ue use of{he survivirn�spouse is 0 p�'Cent
[72 P.S.§911 fi(a)(�.'i)(ii}j. The stetute does not e�rempt a transFer to a surviving spause fr�m tax,arrd ihe staNtory rta}uiremenis for disciosure of
assels and filing a tax relum are still applicable evan if Me surviving spou�e Is Me only beneficiary,
For dates af dea4h on or after July�,2000:
*The tax rate imposad on the ne#vaiue af transfers from a deceas�chiW 2t}ears at age or young�at desth ta or for the use of a net�rai parent,an
ed4pUve parent,or a steqparent of ihe chiid is 0 percent[/2 P.S.§9'116(a}(i.z».
•TMe tax rate imposed on the net value of transfers to or for the use of the decedenPS lineal beneflciaries is 4.5 percent,except as nated in
72P_s_§s��s 72�(72P.s.�s��s�a){��F.
•The tax rete imposed on the net vaiue of transfars to or for the use ot fhe decetlent's sib7ings is 72 percent(72 P.S.59116(a}(�.3)1. A
si4ling is definetl under Section 9102,as an individual who has at least ane parent In common wdh the decetlent,wfiether by blood or adoption.
( SCHEDU�E A I
GaM��„�L7N�,E��sn�q�,A REAL ESTATE I
INHERR�N4ETN(RETl10.N �
RESIOENTOECEDENT � �
t
i t
_ ___ .......-� .,.. __ __ '�-
FILE NUMBER
ESTATE OF pane, Anita P. �21 - 11 -00814
AII rea#property owned soiety or as a tenaM in carnmon must be reoortad at fair maricet val�.Falr market vaiue is de�ned as the price
at which property wauid be exchanged between a wllling buyer and a wilf ng seiler, neither being compeiletl to buy or seii, both having
reasonable knowledge of the relevant fact&. Real property whlch is jointly-owned wltb right af surnvprship muet be disalosed on
schedule F.
Attach a copy af ttre settiement s�heet if the P�PenY has been soid.
Indude a copy of the deetl shawing decedenPa interesf if owned as tena�t 4n cammon.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
— -- - - _
1 Singie-family residence iocated at 17Q3 Brandt Avenue, Borough of New Cumberiand, 126,OOd.04
Cumberland County, Pennsylvania, based upon actual sale price.
N4TE: This is a change fram ttre valus listed an the original return. The ariginai return valued
the praperty at$146,000 based upon an appraisai which was atteched to the return. Since
then, the property was sald, to a disinterested third party in an arms-length transaction, for
$126,dQQ. The sale price mare accurately reflects the actuai value of the property on the date
of death. A copy o#the settlement sheet fram the sale of the property is attached hereto as
Attachment A.
�J TOTAL(Aisa enter on Lins 1,Recapkulstion} 126,000.00
_.
_ ._ _
,� f SCFEDIN.E H �
FI��S$�
COMNHER q[�TN(RETURNANta �c/�/�''�'�
flE51�EN1'DECEUENT '�I,YC�I�7�V
_ _ �_.---- - _ . FILE NUMBER
ESTATE OF Pane,Anita P. 21 -11 -00814
Debts of decedent must be repoRed on Schedule I.
_. - --- —
ITEM �i� -- � -
NUMBfR (f�ERAL fXPENSES: �ESCRiPTION AAA4UNT
_A �.—_�.. _ - — --
�
I
�
i
I
i. ADMINI$TRATIVE COSTS:
t. � P�sonai Repres�ntative's Commissio�s
I Name of PersonaY RepresentaUve(s)
(
Sfreet Address
ary s�ace z�P
Year{s}Gommission paid �
2. i Attomey's Fees
�
3, � Pamily Exempfion: Qf decedenYs address is not the same as claimanPS,attsch e�lanation) I
( Ctaimsnt
Street Addrees
� Cky State Zip
� Reiakio�ship of Ciaimant to Decederrt
4. Probate Fees
�
5. I AccountsnPS Fees �I
1
6. �� Tax Relum Preparer's Fees (
�, � Other AdminisVative Costs
1 + Additional costs to maintain residence and prepare it for sala incurred after original 3,467.90
iretum filed (see Attachment B)
l
TOTAL(Nso antor on iirre S, Recapltuiation} 9,257,qp
Sd�ed�e H I
F��eral E�es&
COMMONWFAITHOFPENNSYIVANIA wy��. ,. �^�,y���y„�J
INMERIT/NCETPXRETURN I{a1�IpYaY6Vw�DV{/111�1YR�
RESIOENi�ECEOENT
--- �� - FILE NUMBER
ESTATE OF Pane, AttitB P. 21 - 11 -00814
2 � r+dditional costs incurred in the sale of the property(see Attachment C) 5,790.00
I
I
I
I
�i i
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I
Page 2 of Schedule H
� • p. ,Set�CTT1Cllt.St3tCTT1ellI U.S.Dapenmam of Housinp and Ur6en Developmem
B.T W Loen OM8 A roval No.2502-0265
1. OFHA 2. OFmHA 3. pConv.Unins. 6.Flle Number 7.Loan Number 8.Mwigagelnsura�ce Case Numbar
4. �7VA 5. Canv.ins. 132751NM
u rou.. wm.
C.NOte: �.�.m.n�.e�bq.e)'w.r.waowa.m.ae.eq:�n.y.n.nwnn:•io�w�n�eanpurw..:m.nm��,cw.einn.mn�. TitlaExq855Se1tlementSyslem
wn�a:�i.�enm:nn:.�`nemybnm�iFx�iiw�.�ixii"ei°us�ca':s�.a°o`ni�o"+me�swoioian�r� Pnn�ed01/1112013a114:17BG
D.NnME OF BORROWEk Timothy L.Caawll and Lynn J.Casnell end Joshua L.Cnsell
nDDRESS: 6 M en Cou New Cumbedand PA 77070
E.NAME OF SELLER�. Eetata of Anite P.Pane
ADDRESS:
F.NAME OF LENDER:
ADDRESS:
G.PROPERtY ADDRESS: 1703 Bremk Avmua,New CumbaMnd,PA 17070
ffi23-0513397 nd Borou h
N.SETTLEMEM AGENT: NoAh MouMain SettlemaM Sarvfac,L.P.,Tebphone:717J8M37d0 Fax:777-360-3144
PLACE OF SETTLEMENT: 72 N M nhin Road Harticbu PA 17N4
I.SEffLEMENT DATE: 0 13
J.SUAIMARY Of BORROWER'S TRANSACTION: K.SUMMARY OF SELLERB TRANSACTION:
100.6ROS5 AMOUNT DUE FROM BORROWER 400.GROSS AMOUM DUE TO SELLER
101. ConVactsaba ' 146000.00 401. CanVeclsdas ' 726000.00
102. Parsonal ro 4�Y. Pe�sanal m
103. Seltlemant ch M borrov�er ine 1400 4 372.00 403.
1�. �.
105. �5.
Od usimems�or Rems eid sellar In edvence AG stmerttsia i�ems W D seller in edvence
108. Schooltams 0?115N3top8I30M3 530.88 408. Sdwdtsres O4HSN31o08f30N3 530.88
109. 4�.
no. ao.
m. an.
112. 412.
720.G SS AMOUNT DUE FROM BORROWFR 728902.86 120.G AMOUNT E TO SELLER 148 .86
200.AMOUNTS PAIO BY OR ON BEHALF OF BORROWER 500.REWCTIONS IN AMOUNT DUE TO SELLER
201. floreamest 1000.W W1. FuessDa 'tseeinstructlons �
202. Princi amuMNnewbens W2. Seltlemenlch s�o5eller ine1400 790.00
203. Exist' ban s taken su ' ta 503. Edstl ban a teken wb' lto
ppy. 504. P R of Frsl a Loan
20.5. �.
206. `�.
207. `�7.
208. 508.
sos. s���r�s�s� +000.00 sos. s�i�r�� a000.00
Ad utlmaMa tar itxm un id eNler Ad uMnwRS r kam� n Id eelkr
211. Coun taces 07piH3to0?115N3 N4.28 511. Can texes 07101H31o0?NSN3 17228
213. Sewer 01101173kOT175M3 38.37 513. Sewar 01101N3mOT115N3 38.31
Z�q, 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
Y10.TOTAL PAID BYIFOR BORROWER 2150.'.8 5l0.TOTAL REDUCTION AMOUNT DUE SELLER 5910.59
300.CASH AT SETTLEMENT fROM OR TO BORROWER 600.CASH AT SETTLEI�NT TO OR FROM SEILER
301. Groesemounlduefiombarower Ine120 72890Y.86 601. Gossamunlduebaeller Ire4T0 7ffi530.86
302. Less amants 'd ifor bamwer ine YL0 4 750.59 602. Less reOucUon amount due selbr he 5 5910.59
303.CASH FROM BORROWER 148 75Y.27 603.CASH TO SELLFR 720 59027
5�p�e qnMya�iucW�nw11M�Yn%pCMen�MN�hwY�µYtlblb�q�M1C'mJtl�nlXB�tl�il�mMS�itM��liu�iMbrn'�pemC TMGOnbws'.iwRba..��.e�.eon���'m'
in:�ol iem�wmwa�ewtwrPmcwaNbe.n�.mm.
Yauw�L�Eb�I�wbpwkNIMY1Mn�X�n�1 FM.TUmNO: IMIM1�u eanMl�pyxN�Mlk�Ibnnunibw.XpuEemlpwlMpvmrMlWryvIGMMUIbn
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iW: _ / _ SELLFPIS13roNAN11E131: /
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6'.S.DFPARTMEN7 OF HOUSINGAND URBAN DEVELOPMENT F�e Number:132754NM PAGE 2
• SETTLEMENTSTATEMENT TitleBcpressSettlemeniSstemPnnted02I1112013at14:17BG
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALES/BROKER'S COMMISSION bazetl on pnce$726.000.00=3.520.00 __ BORROWER'S SELLER'S
�ivision of commission Iine 700)as follows: FUNDS AT FUNDS AT
701. $_______3y20.00 !o For5818BVOwnefPluBReello�� SET7LEMENT SETTLEMENT
702. $ to
703. Commission aidatSettlement '+Q6P0.00���
.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Wan Onpinatlai Fee %
802 Loan Discount %
803, A aisal Fee
804. CreEi�R�i1 _
805.
806.
807.
808. -_
809. -_-
810.
811.
0.17EMS RE UIRED BY LENDER TO BE PAID IN ADVANCE
901. Inlerest From to Ida
902. Mo e Insurance Premium tor 0 moM lo
903. HazaN Insurence Premium br 0 mon lo
904.
9D5.
10 .RESERVES DEPOSITED WITH LQlDER FOR
1001.Hazard Insurance �. ��
1002.Mo elnsurance mo. /mo
1003. � Pro T� �a. hra
1004.CAUnt Pro Tac mo. hro
iWS.Schooltaces �. l�
1009. akana s'sAd'ustrnent 0.00 0.00
7700.TRLE CHARGES
1101.SeltlemeMOrGas Fee
1102.Abstracl or TAIe Sea�ch
1103.Title 6caminallon
1104.Title Insurance Binder
1105.Document Re atbn
1106.Not Fees ro Debonh K.Badan 20.00 70A0
1107.A 's fees
inclu0es abme i�ms No:
1108.iitle Insuranm ro North MbuMein SNtNmeM Sanieea L.P. 1030.00
inUUdes abrne ibms No: 7701•1704
1109.Lendals Polic 0.00
1110.Ownefs Polc 126 000.00 •7 030.00
1111.
1112.
1113.
1200.GOVERNMENfRECORDINGANDTRAN3FERCHARGES
1201.Recadin Fees Deed 8200 'Release$ 82.00
1202.G ICOUn taz/starn Deed 7 460.00 1 .00
1203.SteU Tax/st DeeA 7 280.00 1� AO
1204. isbatbn Fee Oeed 'Re�ease
1205.Deed 'Release -
1300.ADDR1 NALSETfLEMENT HAR E
1301.2012 Co 8 Tw Tac to n fi�s I P.O.C. 9
1302.2012-2013 Schrol Tax to Robin � P. . . 7 .78 Sellef
1100.TOTAL SE7TLEI�Nf FIAR6ES enbr on fires 103 SeClion J anE W2 Sedbn 72. 4 790.00
MU�CEPTi ICATION OF&IYEP AND SF1lEP
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CNIIN0.UOFIF�INE.WDIMPfl19JNE1EM.FLAMDET�SEEIIRECONVIC1pN �Mwctbnl��nuurforwlluu��N�NM�bWJ'WrCMSwMe�MMtlN�l�hmnrt
U.S.CCCE SECTION 1 Wt�NOgC11G11010.
BEfTLEMENTRGENT: WTE:
Estate af Pane, Anita P. Fite Number 21-11-04814
' ATTACHMENT B
Additional Costs incurred ta Maintain Residence and Prepare it for Sale:
PPl- eiectric biHs $285.Od
PAWC-water biiis $142.00
Bo�ough of New Cumberland -sewer bills $230.00
Ciauser HVAC-Air canditioning repair $129.40
Best Price Oil Co. - heating oil $730.00
David Stewart-exteriar maintenance and repairs $765.00
Gilbert Rhoads-plumbing repairs $294.00
Robin Gasperetti,Tax Coliectar(2d12-2013 scfiool taxes, 892. 0
less proration recovered at settlement
TQTAI $3,4b7.9Q
Estate af Pane, Anita P. File Number 21-11-Q0814
A7TACHMENT C
Additianal Costs incurred i�Saie of Property:
Reattor's sales commissian $3,520.00
Notaryfeesfordeed $10.00
Realty transfer tax $1,260.00
Seller's assistance at settlement 1004.00
TOTAL $5,790.00