HomeMy WebLinkAbout06-07-13 _ _
� 15D5610105
REVi ex(oz-i,�t�)
`1�00 �� OFFICIALUSEONLY
PA Department of Revenue pennsylvania
Bureau of Individual Taxes � Cowly Cotle Year File Number
Posoxzso6oi INHERITANCETAXRETURN /7 � �� ���
Harrisburq PA 1y128-o60i RESlDENT DECEDENT ��'
ENTER DECEDENT INFORMATION BELOW
Social Security IJUmber Oale of Death MMDDYYYY Date of BiAh MMDOYYYY
12/24/2011 OS/15/1921
DecedenPS Last Name Suffix DecedenCS First Name MI
NENNINGER NELLIE C
Qf Applica6le)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
(� 1. Original Rewm O 2.Supplemental Retum O 3. Remainder Rewm(Date of Death
Priorlo 12-t3-82)
p 4 Limited Estate O da Wmre Interest Compromise(da�e of O 5. Fetleral Estate Tax ReNrn Required
death after 12-12-82)
O 6. �ecedent Dietl Teslate O 7. Decetlent Maintai�ed a Living Trust _._ 8. Total Number of Safe Deposit Boxes
�nna�n copy oF wip �a��acn copy or lrusi.�
p 5. Litigation Pmceetls Received O 70. Spousal Poverty Credit{Date of Dealh p i t Election to Tax under Sec.9113(A)
Between 1231-9t and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECttON MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfORMAT10N SHOULD eE DIRECTE�T0:
Name Daytime Telephone Number
JEFFREY S COHICK EA (717} 249-5321
� - .; ��
REG�,T F WIILS l(_._ISE O�
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First Line of Adtlress '� - '• r
r ':. � � �:: r...
390 ALEXANDER SPRING RD ='- �; - "'
Second Liner of Address ���, �' ' � � �
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Clty or POSt OHice Slaie ZIP COtle . �ATE FILEO i'—
CARLISLE PA 17015
'� O �
CorrespontlenPs e-mail address:JCOhICk�COhIGItHSSOC.COfII
Untler penalties oi perfury,I tleclare lhat I have examinea this return,including eccompenying schedules and statements,and Io the besl ol my knowletlge antl belief,
it is true,correct and compie�e.Dectaration o�preparer other than the personal representative is basetl on all�mformation of which preparer has any knowletlge.
51 URE OP PERSON ftESPONSIBIE FOR FlLING RETkRN DATE
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n ss
4 97 RE H CNUR R , LOV ,VA 20180
kE oF Paea r E e E �iv / ...5 ot�iCjr / �
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f ADDRESS
_ 390 ALE E PRWG ROAD, CARLISLE, PA 17015
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 15�5610105 1505610105 J
J 1505610205
REV-1500 EX(PI)
Oecedenfs Social Security Number
oeceaenrs N�me NEIUE C NENNINGER
RECAPtTULATION
t. Rea�Estate(SchedWe A). .. . . .. . . . . ... . .. . .. . .. . . . .. . .. . .. . .. . .. . . . . t. 210,700.00
2. Stocks and Bonds(Schetlule B) . . .. . .. . ... . . . ... . . . . .. . . . . .. .. . . .. . . . . 2.
3. Closely Held Corporation,Partnership or Sole-Pmprietorship(SChedule C) . . .. . 3.
4. Mortgages and Notes Receivable(Schedule D) .. . . . ... . . . ... . .. . .. . .. . .. . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Pmperty(Schedule E). . . . . . . 5. 6$,0�2.�4
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . . . . .. . 6.
7. inter-Vivos TransFers&Miscellaneous Non-Probate PropeAy
{Schedule G) O Separate Billing Requested_ . . . . . . 7.
e. Tmal Gross Assets(totai Lines 1 through 7). . . . . .. . .. . .. . . . . . . .. . . .. . . . . 8. 275,702.14
3 Funeral Expenses and Administrative Costs(Schedule Hj.. .... . . . . .. . . . . .. . 9. 23,�69.03
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule�). . . . . . .. . . . . . .. 10.
t1. Total Deductions(total Lines 9 and 10). . . . .. . . . ... . . . . _ . . . . _ . . . . . . . . . it Y$,069.03
72. Net Value of Estate(Line 8 minus Line 11) . . . .. ... . .. . . . . ... . . . . . . . .. . . . 12 252,6$3.1�
13. Chantable and Governmenial BequeslslSec 9113 Trusts for which
an election to lax has not bee�made(SChedule J) . .. . .. . .. . .. . .. . .. . .. . . . 13.
14. Net Value Subject[o Tax(line 12 m'mus Line 13) . .. .... . ... .. . ... .. . . .. . 14. 2$2,633.11
TAX CALCULATION •SEE INSTftUCTIONS FOR APPLICABLE RATES
15. Amount of Line 141axable
at the spousal(ax rate,or
transfers under Sec.9t16 252,833.11
(a)(7 2)x 045 75 11,368.49
i 6. Amount of Cine 14 taxable
at lineal rate X .0, 16.
17. Arnount of Cine 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at cellate�al rete X.15 18.
19. TAX DUE . . . . . . . . . . . . . . . . . .. .. .. . . . . .. . . . . . .. . . . . .. . . . . .. . .. . .. . . . 19. 11,$68.49
20. Flll IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 15056102�5 1505610205 J
aev-isaz ex� pz-iz7
�pennsylvania SCHEDULE A
OEPAFTMENTOFREVENUE REAL ESTATE
7NHERITPNCETA%HETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
NELLIE C NENNINGER 21-12-0202
All real proper[y 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 willin9 buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant faRs,
Real property that is jointiy-owned with right of survtvorship must be disclused on Schedule F.
Attach a copy of the settlement sheet if the property has been soltl.
ITFM Include a copy of the deed showing deceden['s Inferest if owned as tenant in mmmon. VALUE AT OATE
NUMBER OF DEATH
DESCRIPTION
1 55 NAUGLE ROAD,SHIPPENSBURG,PA 17257,SO NEWTON TWP,CUMBERLAND CO 210,000.00
2. LOT#RC-0121,CARROLL VALLEY,LIBERTY TWP,ADAMS COUNTY '" 700.00
"BENEFICIARIES ATTEMPTED TO SELL THIS LOT TO THE NEXT DOOR NEIGHBOR
FOR$1,500 NO INTEREST,THEN$1,000 S71LL NO INTEREST-ANY OF THESE LOTS IN
THIS DEVEIOPMENT ARE GOING FOR AS LITTLE AS$400-VALUED AT$700,
IT IS UNSOLD AT THE FILING OF THE REV 1500.
TOTAL(Also enter on Line 1, Recapitulation.) ; 210,700.00
If more spare is needed,use additional sheets of paper of the same size.
_
aev-�sos�x��os-�z>
� pennsylvania
SCHEDULE E
oeanarMervroFaevrNUe CASH, BANK DEPOSITS & MISC.
����R,r���E r�x RE��a� PERSONAL PROPERTY
RFSIGENT D[C[IDENT
ESTATE OF: FILE NUMBER:
NELLIE C NENNINGER 21-12-0202
Include the proceeds of litiga[ion and the date the proteeds were received by[he estate.
Ail property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM � VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
�. M&T BANK SELECT CHECKING ACCOUNT#97428094 13,270.19
2. M&T BANK MONEY MARKET ADVANTAGE ACCOUNT#15004214182799 40,021.95
3_ AUCTION OF PERSONAL PROPERTY 11,614.00
q_ FOGLESANGER-BRICKER FUNERAL HOME-DEATH CERTIFICATE REFUND 96.00
TOTAL(Also enter on Line 5, Recapitulation) $ 65,002.14
lf more space is needed, use additional sheets of paper of the same size.
Rx�i-�SiS i:rl �1!1-�:j'...
� pennsylvania SCHEDULE H
Cs7 °Er^AT"'�"�°F"E'F"°F FUNERAL EXPENSES AND
���EA,rAN�ErFlxREr�aN ADMINISTRATIVE COSTS
aES�oEN1 oFCEOENr
ESTATE OF FIlE NUMBER
NELLIE C NENNINGER 21-12-0202
Decedent's debts must be reported on Sthedule 7.
ITEM AMOUNT
NUMBER DESCRIPTION
a. FUNERAL EXPENSES;
1 FOGLESANGER-BRICKER FUNERAL HOME, 112 W KING ST,SHIPPENSBURG,PA 17257 6,574.57
z CUMBERLAND VALLEY MEMORIAL GARDENS-EMBLEM FOR GRAVE MARKER 742.00
e. ADMINISTRATIVE CO5T5:
1. Persooal Representative Commissions:
Name(s)of Personal aepresentatrve�s) .__ . __ _.__. .. . . _ ._ ..
5[rzet Address _____ - ------—--
CitY._.___._._—_.—_.--._—.— _ . Z ..___.—.___
--.----_—---.--,—_State 1
Year(s)Commission Paid: . _.__... . .. _._ _ .. . . . _ __-_.
1,650.00
2. Attomey Fees:
3. Family Exemption: (If decetlent's atldress Is not the same as claimant's, attach explana6on.)
Claimant _ __._.__ ____ __. . _. . ._ _._..__.____.
StrPet Addfe55 . _ ._. ._._ ___ .__- __ . .__._......
City . ----------�--�---�--State ._ Z1P------
Relationship of Qaimant to Decedent _ _ . . . _ .. . . . .. . .. . ._ . .. .. .
4. Probate Fees�. 350.00
5. nccountantFees�. 1,500.00
6, Tax Retum Preparer Fees:
� TOTALS FROM SCHEDULE H PAGE#2 12,252.46
TOTAL{Also enter o�Line 9, Recapitulation) ; 23,069.03
If more space is needed,use additional sheets of paper oF the same size.
• R ' PENNSYLVANIA SCHEDULE H
oEPnRrMEnr oF aEVENUE FUNERAI EXPENSES AND
INHERITANCE TAX RETURN
aESioeNT oECEOENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
NELLIE C NENNINGER 21-12-0202
ITEM # DESCRIPTION AMOUNT
8 GLORIA GILSINGER-DUTCH COUNTRY STORE-FOOD AFTER FUNERAL $199.13
9 TRINITY UNITED METHODIST CHRUCH - RENT FOR SOCIAL HALL $100.00
10 PPL- ELECTRIC FOR DECEASED'S HOUSE $698.53
11 DUANE SNYDER- LAWN MAINTENANCE FOR HOUSE UNTIL SALE $350.00
12 SENTINEL -ADVERTISING - DEATH NOTICE S200.16
13 THE NEWS CHRONICLE -ADVERTISING - DEATH NOTICE $129.50
14 CUMBERLAND LAW JOURNAL- DEATH NOTICE $75.00
15 BEDFORD GRANGE MUTUAL INSURANCE- HOUSE INSURANCE $844.25
16 TIMMONS OIL SERVICE- FUEL OIL TO HEAT HOUSE $1,037.02
17 CUMBERLAND VAL MEM GARDENS CEMETERY TRANSFER DEED $450.00
18 WALTER BURKHOLDER DAY LABOR FOR PERSONALTY AUCTION $250.00
19 ALAN BURKHOLDER DAY LABOR FOR PERSONALTY AUCTION $250.00
20 LEON BURKHOLDER DAY LABOR FOR PERSONALTY AUCTION $250.00
21 PHILLIP D NENNINGER- REIMBURSEMENT FOR FURNACE REPAIR $102.31
22 BELL INSURANCE FOR BOND $800.00
23 PHILLIP D NENNINGER- REIMBURSEMENT FOR SHORT CERTS $12.00
24 PHILLIP D NENNINGER- REIMBURSEMENT TRASH FEES PAID $91.61
25 1AME5 D NENNINGER REIMBURSEMENT FOREMOST INS HOUSE $45.00
26 JAMES D NENNINGER REIMBURSEMENT POSTAGE $45.00
27 JAMES D NENNINGER REIMBURSEMENT TRASH BAGS AND OTHER $38.86
28 JAMES D NENNINGER REIMBURSEMENT AUCTION EXPENSES S�Z.9�
29 SETTLEMENT COSTS FOR SALE OF HOUSE $2,682.00
30 MARTIN'S AUCTION SER AUCTION EXP INCLUDING COMMISSION $3,321.44
31 ADAMS GREEN FUNERAL HOME- DEATH CERTICATES $96.00
32 INTUIT-CHECKS FOR THE ESTATE ACCOUNT &SETUP $111.68
TOTALS FOR PAGE 2 SCHEDULE H $12,252.46
. � �� �� 7
A. CNettle��nt St�ejnej'jt U,S.Deparhtrrenl of Nousmg and Urban Devebpmml
' 8.T e of Loan OMB rova!No.25U2-0265
1, pFHR Z. pfmFiA 3. �Conv.Unins. 6.Flle Number 7.Loan Number B.Matgage Insutance Case Number
4. VA 5. Conv.lns. 73•29 0545900310
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C.Nole: �mn,smaxaa'W.acY•aev�ouneaeam�x+rsa'wmow�t�eamromw�ma+�a�.�ase�a+<t�at�uuumr. TRIeExpresSSetffemenlSyst&m
WAPf&1QIlbaoinefolu�owirroNmtlufY,v iM1atothelM��Stffi�onNsare�9oUrrrtMle�brm.amNtiesupon
MJRYm�I�Nde aftrr erM aament�a�r�:Titla iB U.S.CoCa Setltm'I40'1 arM Searon 1D10.
0.NaME DF BORROWER: Walter S.Burid�oldar and Mary R.Burkholder
ADDRESS 518 South Mountain Estates Rd ShipPensbum.PA 17257 _
E.NAME OF SELLER: The Estete�of Nelli¢C.Nenftitl9eC �
ADDizESS: 55 Na le Road �f sbu PA 17257
F.ta,4ME oF l.�uER: AgChoice Farm Credit,ACA
nooRESS 9008entCreek8lvd. MechaMcsbur PA17055
G,PROPERTf ADDRESS: 55 Nacgle Road,ShipQenabutg,PA 77157
South Newton 7ownshi
H.SETTtEMENT AGEN7: A One SeClemeMServiees,LtC,7elephona:717-4A9•9020 Fau:71T-249-0026
pLACE OF SEIl1.EMENT: 44 West Qra Stre Sh sbur PA 17257
I.SETTLEMENT OATE: OSN412013
.!. 5 Y OF 6QRR 'S T SACTION: ARY SELLER'S TIZ4 ACTION:
100.GROSS Ah10UNT DUE FROM BORR0INER 400.GROSS AM011NT DUE TO SELLER
101, Caii6actsales ice 2100UO.OD 401. Contractsaies ce 250�00.00
902. Pe/sonal 0 402. Porsonal
903. Selftern�t chai es ro barraver Ane 14C(1 5 240.06 403.
104. 404.
�� 405.
pd�ustments far items iU sdler in advanae Ad'ushnents for Yems id b SeAer'vi adva�ce
107. Coun 1�ces 05114H31o12f0:3113 27226 407. Cou 05!lA113lo19103113 2T2.26
tpg, Si�hodTazes QSt14113 06130/f3 306.16 408. SchoolTaxes D5l1M13W66f30113 3U6.16
109. �.
110. 410.
itt. 4i1.
112. 412.
120.GROS3 AAIOUNI'dUE FROM BORRaYVER 215 818,48 410.(iltOSS AMOUNT DUE TO SELLER 210 57$.42
200.AMOUNTS PAID BY OR ON BEHALF OF BORR�WER 500•REDIJCT10N3�N ANI�IfNT dUE TO 5E1L�2
201. oreamest 21000.00 507. F�cess 4t seeireWcUons
2p2. Rixi I amount of new foans 145 000.00 502. Sedlenent to seller iine 1400 3 771.55
203. Existo ban s faken� � lv 503. Erislin ba s taken su6" lo
�y 504. Pa o1f o(First Mo e Laan
��. 505. otsecc�dmwl foan
266. �
207. 507.
208. 5Q8.
209. �.
ArJ"usfine�rts tor items un id seNer Ad ents fa items¢n 'd seller
213. 513.
2�4 574.
215. 515.
216. 51fi.
217. 517.
z�g 518,
219. 519.
220.TOTA!PAfD BYIFOR BORROWER 166 OOO.OD 520.TOTAL REDUCTION AMOUNT DUE SELLER 3171.55
300.CASH AT SETTLEMENT FROM OR TO BORROWER 600.CASH AT&ETTLEMENT TO OR FROM SEILER
361. Gross amauM due from boirower ne 120 215 818.48 6D1. Grms amoun[due io seller tine 420 210 578.42
302. Less amoists ' b Nor borrawer ne 166 OOO.OD fi02. Less rcductlon amoum due seNer fine 520 3171.55
3D3.CASH FROM BORROWER 49 878.48 603.CASH TO SElLER 207 406.87
SU�BpyS�T11yl11�gfEp FyO�H[M�1 WY SELLERST�TENENi: lir FfwmNlonmmn�G Mwain h impvlrilYa Yrtmn�um vM s�iwq fu�e�ea b�M in4�v�Pa.wie Ss.�b..xyw an�09�+'^a nnb e i.Wm.
4nB$NeDaIBfOlIW(�MY(irot3 �LYOCae7fd�taw lo�. Idm4nWteEloEeropoRatentltlNlRSdalem'v�esNlAte�rolEeM�eport.M�lTeCdMrlSYSSPhads�etb�tlan
9"d 4914-Z88-044 ia6wuueN sewef eb4'OL £L 9L �eW
� .!C 1 7 LCNICIY 1 J 1 H I CIYIC.PI f TiUe fC55 SBltl¢ment tem : °'�� Y�
� . �7LEMENT CFiARGES PAiD FRO PAID FROiut
�LU TOTAI SALES76ROKER'S COMMISSION based on u�ice S21Q OOO DO= _ . BORRO WER'S SELLER'S
. D'����� � i�� ��,� FUNOS AT FUNOS A7
i
� 7p� b � SETTLEMENi' SEMEMENT i
i
702 S to -
103. Camrrdsslo 'dal Hlement
90Q 11EMS PAYABLE iN CONNEC110N WRH LOAN
Oi. I.oanOd " aUonFee O.D00%A ChoiceEarmCradi �ACA 500.00
802. Laan Discount Y�
A F� ---- ----
804. Credit R ort
805. Iica�im Fee ro A Choice Farm Cred�T ACA 350.00
806. Flood Cen Fee to A Choite Farm Ctedit AGA 18.06
807. VWre fee ta A holce Farm Credit 15.00
808.
809.
BM1O.
811.
9Q0.17HNS RE1�UlRED BY LENDER TO BE PAID IN ADVANCE
9�7. Intarest from OSH41ZIN3 to 0513172013 20.9447ld 17 D 556.06
2 Mo tr�surance PrertJum tor W
903. Hazard lnsurmicePremium fw ro
9D4.
905,
t000.RESERVES DEPOS[fED MlITH LENDER FOR
tOD1.Hazsrtll�surance mo. Imo
t002 Ireuance mo. !mo
1003. T� �� f�
5004.Can 7az mo. 40.79 !mo �
1005.SchodTar�s rca. $ 198.14 Imo
�� �� 16 � 0.00 0.00
1100,tRLE CHARGES
1101. uC3�i ce
1102.Abstrad a TfBe S�art:h Yo A&A AbBtract �.�
1103.T'Rle Fxamin2Cwn .
1104.Tale Insiaance Bitda
1105. DocumeM Pre tion fo A One Settlements 100.00
S10fi. Nota Fces to Ke[ Baker 34.0� 20.6D
11�7. Atlane tees to ThomasP.Gleason �,�
i�lu abova ifeins No:
1106. Title Inswa+x� lo ��t Amencan TitIeJA One Setllement Serv 655.0�
� i aeove d�ems tdo:
1109.Lend s Pdi 145 000.00 •855.00
1110.Owttats P �0�.� -
1f17.
1112100 No�01 300 Swve 710 Y to First Amecican TitlafA Orte Seltkment Serv 275.9U
7113, Wtretrans(ertee ro AOmeSettlementsJOnsfiwn8ank 1200
1200.GOYE�iNMENT RECORUlNG AND TRANSFER CHARGES
t201. RecoNi FeesDeed 52,D0 Mo T2.W Release 134.00
1202. Ci lCoun 1�/ Deed 700.00 �M e 2100.00
7z03. StateTa�Jst s Deed 1�0.00 M 100.00
i204. Rerord ur C�aim eeed 4esd B2.00 •9A 620U
12 .
1300.A�DITIONAL SETTLEMENT CHARGES
1301. c"013 Count R .tares to �onna B Ta�c Colledor 484.55
1302.2072-13 Schod 1a�es to Donna Tax Collecfor .O.C. 377.70 Selle�
t303.TaxCerlReimbursertrent M AOneSeUlemeM.s �•�
�gpq p�p to Thomas R Gleason 100.06
130d. of QuR qam 9eed ta Thomas P.Gleason BD.00
1306.Res�rch ro dean M�e to Thomas P.Gleason �0.�
130P. ,
13 .
1400.TOTAL SETiLEUIEHT CHARGES eMer on I'au±s 103 ion J 2 Sectim 5 240.06 3 7�1.55
--------�---...---.,......_,__.•_�---�...__...._..,_-- ` - _ _ _--._ ._ . .. .
Cd 99Lb-Z88-049 �e6uiuueN sewe� e9b Ol £L 9l �eW
COMMOMNEALTH OF7ENNSYLVANW REV-1762 EXIIl-98)
'J pEpqqTMEMOFREYFNVE
BUflEAU OF MDI410VAL1A%ES f j / �f
pEPf.280801 .
HMILLSBIIftG.PA 1J138a601
PENNSYlVAN1A
RECE{VED FROM: INHERITANCE AND ESTATE TAX
OFFICiAL RECEIPT
NC1. CD 015725
i
NEIUNI►VGER JAMES b � '
14097 REHOBETH CHURCH RD '
iOVETTSVILLE, VA 20180
0
ACN
ASSESSMENT AMOUNT
CONTROL
NUMB�R
----- �.e --- ----
101 � S91,OpO.QO
ESTATE INfORMATION: SSN: �
FItE rtuMBER: 2112-0202 f
DECEDENT ruaME: NENNWGER NELLlE C �
OATE OF PAYMEN7: 03/20/2012 i
POSTMARK DATE: 03(20(2012 �
COUNTY: CUMBERLAND �
DATE OF DEATH: 12/24/2011 �
f
TOTAI AMOUNT PAID: 511,000.00
REMARKS:
�HECK# 6007
lNITlALS: HMW
SEAL RECEIVED BY: GLENDA FARNER STRAS$AUGH
REGISTER OF WILLS
TAXPRYER
Ol d 99Lt�-Z88-Ob5 �e6uiuueN sewe� eZb-0l EL 9l �eW