HomeMy WebLinkAbout07-08-14 f
1sns61o1o1
.J' REV-1500 E"tat"e' '
enn lYanid OFFICIAL USE ONLY
PA Department of Revenue —d County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN —7
PO BOX 280601 2.I
Harrisburg PA 19128-0601 RESIDENT DECEDENT _
ENTER DECEDENT INFORMATION BELOW
Social Security Number, Date of Death MMDDYYYY _ Date of Birth MMODYYYY
07/27/2013 07/18/1921
Decedent's Last Name Suffix _ Decedent's First Name MI
YOHN MARY R
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's last Name Suffix Spouse's First Name MI
i
Spouse's Social 5acutiry Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
i REGISTER OF WILLS
FILL INAPPROPRIATE OVALS'SELOW '
O i.Original Return M 2,Supplemental Return 1= 3. Remainder Return(date of death
prior to 12-13.82)
O 4,Limited Estate O ..4a.Future Interest Compromise(date of O S. Federal Estate Tax Return Required
death after 12-12-82)
(gD 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 8, Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9.Litigation Proceeds Received C=:) 10,Spousal Poverty Credit(date of death O i I. Election to tax under Sec.9113(A)
between 12-31.91 and 1-1-95) (Attach Sah.O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
THOMAS E. FLOWER (717) 243-5513
REGISTER OF WILLS USE ONLY
t
First line of address C C
CU O
��C
FLOWER LAW, LLC ��y�:
`y— 00
Second line of address
-T 1
/
10 W. HIGH ST Q'
City'or Post Office State ZIP Code
CARLISLE PA 17013 $ cn
r
Correspondent's e-mail address:TOM@ LOWER-LAW.COM
Under penaties of pedury,l declare that I have examined this return,inducing accompanying schedules and statements,and to the best of my knowledge and belief,
it Is true,coned and complete.Declaration of preparer other than the personal representative Is based on all InImmaWn of which preparer has any knowledge.
SIGNATURE F PERSON RES SIB R FIE tP1Ca RETU� DATE
CL ��
ADDR SS
M LIN A. YO N (SR.), EXECUTOR,6 HICKORY LAND, MECHANICSBURG, PA 17055
SIC,NAFtOF I'�1Et2AftERQZF3PJt THAN REPRESENTATIVE ATE j/ T
ADDRESS -\(1/'� ,'Cl//�� 7
FLOWR LAW, LLC; 10 W. HIGH ST.,CARLISLE, PA 17013
PLEASE USE ORIGINAL FORM ONLY
1
Side 1
1505610101 1505610101 J
1
1505616105
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: MARY ROMAYNE YOHN
RECAPITULATION
1. Real Estate(Schedule A), .... . .. . 1.
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, 3,822.88
6. Jointly Owned Property(Schedule F) C) Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers&Miscellaneous Non•Probate Property
(Schedule G) o Separate Bitting Requested........ 7.
8. Total Gross Assets(total Lines 1 through 7).. .................. ...... 8. 3,822.88
9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 15,231.33
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule t).... ..... ..... 10.
11. Total Deductions(total Lines 9 and 10)................. ................ 11, 15,231.33
12. Net Value of Estate(Line 8 minus Line 11)....................... ....... 12. -11,408.45
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ........................ 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. -11,408.45
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0- 15.
16. Amount of Line 14 taxable
at lineal rate X.0 45 16.
17. Amount of Line 14 taxable
at sibling rate X.12 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18.
19. TAX DUE........._.............................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT CIS)
Side 2
1505610105 1505610105
REV�-i5o8 EX+(II-TO)
i pennsylvania SCHEDULE E
�y7 r UECARTMENTDFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARY ROMAYNE YOHN 21-13-0870
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. NET AUCTION PROCEEDS,SALE OF HOUSEHOLD FURNISHINGS 2,361.88
2. 2013 FEDERAL INCOME TAX REFUND 1,461.00
TOTAL(Also enter on Line 5, Recapitulation) $ 3,822.88
If more space Is needed,use 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
MARY ROMAYNE YOHN 21-13-0870
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City - - State PA ZIP 17055
Year(s)Commission Paid:
2. Attorney Fees:
3. Family Exemption:(If decedent's address is not the same as daimant's,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees:
S. Accountant Fees:
6. Tax Return Preparer Fees:
T• Real estate agency commission on sale of 216 Ridge Hill Road 10,425.00
B. Realty transfer tax 1,700.00
9. Heating system warranty,circuit box upgrade and radon mitigation required to sell home 2,275.00
10. CF Acri 8 Sons,plumbing repairs to 216 Ridge Hill Road 516.00
11. 2014 counlynocal real estate taxes,less pro-rated amount returned at settlement 315.33
12. Continuation sheet total 4,222.98
TOTAL(Also enter on Line 9, Recapitulation) $ 15,231.33
If more space is needed,use additional sheets of paper of the same size.
SCHEDULE H, Continuation Sheet
ESTATE of MARY R.YOHN FILE NO. 21-13-0870
12. a. Deluxe, check printing fees(2) 30.01
12. b. PPL,electric service after filing original return until sale of 216 Ridge Hill Rd. 655.87
12. c. Pa.American Water,water service after filing date until sale of 216 Ridge Hill Rd. 143.03
12. d. Verizon, phone service after filing date until sale of 216 Ridge Hill Rd. 370.88
12.e. Suburban Propane, heating fuel after filing date until sale of 216 Ridge Hill Rd. 2,373.77
12. f. Penn Waste,trash removal fees after filing date until sale of 216 Ridge Hill Rd. 114.42
12. g. Lawn mowing after filing date until sale of 216 Ridge Hill Rd. (7 times @ $50) 350.00
12. h. Padden,Guierrini &Assoc., P.C.—2013 income tax prep 185.00
12: Continuation sheet total: 4,222.98
ore 4lE.'11ARYA5
A. SETTLEMENT STATEMENT(HUPt) B. TYPE OF LOAN
2 1. F1 2.U RHS 3. CONV.UNINS.
Abstract Land Associates,Inc. 4. ❑VA 5-IZ CONV.INS,
ir 4 6 3912 Market Street 6.ESCROW FILE NUMBER: 7.LOAN NUMBER:
I MIW f 01416261-001 MAW 504142329
q
.,.,f Camp Hill,PA 17011
(717)763-1450 8,MORTGAGE INSURANCE CASE NUMBER:
ESTIMATED figures are sub-ect to change
c,NOTE: TM's formisfumishedto give you Amounts Acid bend by Me settlement agent Bre shown.
Items marked TRO.0)'"m paid outside the dosing;they are shorn here forinfommImna/pumoses and am not included in the totals.
D.NAME OF BORROWER: Peter A.Malesevac
ADDRESS OF BORROWER: 635 Gettysburg Pike
Mechanicsburg PA 17055
E. NAME OF SELLER: Estate of Mary R.Yohn -
ADDRESS OF SELLER: 6 Hickory Lane
Mechanicsburg PA 17055
F. NAME OF LENDER: Susquehanna Lending Group Inc.
ADDRESS OF LENDER: 3906 Market Street
Camp Hill,PA 17011
G.PROPERTY LOCATION: 216 Ridge Hill Road
Mechanicsburg,PA 17050
Cumberland County 38-18-1344-012
Parcel 938-18-1344-012
H.SETTLEMENT AGENT: Abstract Land Associates,Inc.,3912 Market Street,Camp Hill,PA 17011 (717)763-1450
PLACE OF SETTLEMENT: 3912 Market Street,Camp Hill,PA 17011
1. SETTLEMENT DATE:7/312014 PRORATION DATE: 7/312014 DISBURSEMENT DATE: 71312014
J. SUMMARY OF BORROWERS TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
JOB,GROSS AMOUNT E FROM OW - 400. GROSS AMOUNT DU E TO BELLE R:
101. Contract Sales Pelee 170,000.00 401. Contract Sales Price 170,000.00
102. Personal Property 402. Personal Property
103. Settlement charges to Bonover(line 1400) 9.605.18 403.
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADIUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. Cilyrrawn Taxes 406. CI Room Taxes
107. County Taxes 07/93/14 to 12/31/14 322.73 407. County Taxes 07/03/14 to 12!31/14 322.73
108. Assessments 408. Assessments
109. 409.
110. 410.
111. 411.
112. 412.
113. 413.
114. 414.
115. 415.
120. GROSS AMOUNT DUE FROM BORROWER: 179,927.91 420, GROSS AMOUNT DUE TO SELLER: 170,322.73
20D.AMOINTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 1,650.00 501, Excess deposit see instrudon4
202. Principal amount of rmvr ban(s) 161,500.00 502. Settlement charges to Seller(line 1400) 14,410.00
203, Existing Idan(s)taken subject to 503. EAsgn loan(s)taken subject to
204. 504, Payoff of first nengage loan
205. 505. Payoff of second mortgage ben
206. 506
207. 507.
208. 508.
209. 509,
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Clty/rovm Taxes 510, Cityfr w Taxes
211. County Taxes 511. Counly Taxes
212. Assessments 512. Assessments
213, School lax 07)01114 to 07/03/14 9.57 513, School lax 07001114 to 07/03/14 9.57
214. 514.
215. 515.
216, 516.
217. 517.
218. 518.
219, 519.
220. TOTAL PAID BYRON BORROWER: 163,159.57 520, TOTAL REDUCTIONS IN AMOUNT WE SELLER: 14.419.57
300.CASH AT SETTLEMENT FROMITO BORROWER: 600.CASH AT SETTLEMENT T01FROM SELLER
301. Gross amount due from Borrower(Ilne 120) 179,92791 601. Gross amount due to Seller(line 4201 170,322.73
302. Lea amount paid by/for Borrower(Iltre 220) 163,159.57 602. Less reduction in amount due Seller(line 520) 14,419.57
303. CASH(®fROM) ( ❑ TO)800.ROWER: �16,766.34 603. CASN(❑ FROM) ( }n, TO)SELLER: 155.903.16
TM Fudk Rem4Yg Buden b Ilia calNpn dlMmmalbn If e9Mtled x135 Mndef Dd rem4asa for Wadig.revbWrg,and mponia31he ride.Thia apenry nMy M mlect Mb
in(Mmfdpn.en4 You are nd re4uFed to cdmkle Walmn,uNesf 4 4elxayf a cvredy vafd ONa caved mrther.Nd Cw46er4iefty if efwrM;tl4s 4iubsure is markets.TMa is
dnipnM to pm44etae penis to a RESPA awned traneeclim wits ikpmieimduM1g Ble adaemM4 Dmpess.
Pr us edhoM art obsolete Pape 1 014 HUDI
L.$ETTLEMENTCHARGES ESCROW FILE NUMBER: 01416281-0Ot MAW
700. TOTAL REAL ESTATE BROKER FEES:
OMSION OF COMMISSION RUNE 706)AS FOLLOWS', PAID FROM PAIDFROM
55,/00AOm ERANRT tea. 80RROWERSFIINDS SELLERS
107.
AT SETTLEMENT FLAOSAT
702. 55,106.00m K;BerWdiama ofC;mmY PA SETTLEMINT
703. Co ,11snpailitunbmmt 10,200.00
7G4. A4tlnbml Broker Fee to Kaner Wesurul NRT 37500 225.00
705.
000.ITEMS PAYABLE 04 CONNECTION WITH LOAN:
801. OurargMaCVn Nirye ti]89.45(6.0 1)
802, Your sxetlll or dlema(pdnm)for Me apedfn Mtemd rite die- $0.00 (ran WE n)
$03, Year ad;umd o4pMstum curries (from WE A) 1,209.45
8D4- Appasmi fee m 11101 R.. Bertw2r) (eorn GEa3i (450,00)8
005. Cmdt taper; teemGFE ni
806. Tax semke m Fhst Asai RE Tae (Mm GE43i 69.00
807. FboseeNEmSarrto FMRAysu an Fmotl (eom GEni 6,50
800.
SO!L
8to.
904.ITEMSREOLSREDBY LENDERTOBE PAID IN ADVANCE: - '-'--' '" P.O.C.
901. Di9ymlemst Herpes Ikon GFE.10) 581.38
tmm TOP014m84120140$18357010y 14(Notat")
9132 Monpape hnamrca pmmium w 0 mcri ieim GE441
903. Hamaevmef.Mwmnw far t yaer(s)to Erb lnsumnae mom WE.111 922.00
904.
905.
1000. RESERVES OEPOSITEDIMTH LENDER:
toot. maia!neposltfaryarncmwacecom (Ix.OFEnt 2,023.85
1002 Ilmmaemeh MaumrKp 3 nxxuVx®5 76)B3 per mcath 5230.49
1003 MarfPse MSUrarrm months®S 519.)8 permonth
1004. Ory Fee"We- namMae$ per month
1005. C-aY oroPeny boxer 6.VxG$ 5423 per month 5325]8
1006. Anwaiasuumanu monsmet permmfu
1007. SMOnl We. 13 mmthia$ 145,60 pe,.01 $1,892.80
1008- Ast ia$ per month
1009 month.®3 Farr,month -S424.82
1104 7TTLE OiARGES: - ... - P.O.C.
1101. ti0a wrvkeiaMlaM14ofs 1i6a M¢vearrce (ewnGEwi f,560.IX1
1102. SetUemam m msMp fee
1103. O+mah Use Mwremq famm GE 4s) 40.00
1104. Issue,bole M.. $1,2t000
1105. Lommfi Mee Pool Lose 1161,500.00
1106. OAnaf.rise pokey Ili 2176.000.00
1107. Apenf.ponbn Mihe mNl Dille insumnpe pmrsum $1,002.66 10 Aassad Lauri Aewd.tea,Irm.
1108. UsitleMllmf¢mftn M ma wtal Mee M¢umnw pmmlum $187.50 to q0 RopuMk Nelipnal Tilt 1M10.Go.
1109. EM.100.000,e t $150.00
1110. tmuiad CbsBq Laetti•m OM Repullip NiLVni iNe im.CO. $22,06
1111. Notary Fm•m Seuemenl Officer $4$.00 10.00
1112. "See YeiN[tl(or baiktlorm 58000
1200. GOVERNMENT FEOORDING AND TRANSFER CHARGES: P.O.C.
1201- Caxmmemmwecsnpdmrgei mom GFEn} 15600
1202. Dee4i8T,W MmlpMje 58900 Remise 5004
1203, Tnmfutaxes JM WE Sm 1,700.00
1204, OryICOUnyushtampi Deetl$I,700.06 Morlpaila NDID 1,700.00
1205. Sum aWMertMS Omtl$1,700,00 M;npape i0A0
1245.
1207.
11300. ADDITIONAL SETTLEMW CHARGES: .-._.. ..
P.O.C.
1301. ReeukaouMouloMyeaun Nmplw (lobo GESeI
1302. Home Wimny wAmpMAn HOme SUkitl 60000
1303. EmcakM RepWSm Xio Ebd4e,LLC 90610.0 WOOD
1304. Ra4m MltipaSm to Bees"Quality Sys. _
775.00
1305.
1306.
1400. TOTAL SETTLEMENT CNARGEB(Enmrse firm 103,fedbn!-srk-krm M.Sedum to 9,605.18 14,410.00
e ha ebony mybwetlthe f1lA}f 6Qakmbt&NfleKni w4 miM Cea a7mYkmrldlpeantl6dieL$tie♦irw ir4aGCWala iWemdfi d M recNpis ir!aWnemer.¢ma4em m7
armu s or my mein bob lrmiecem Iketlmr en!ylM ltuve mmivn0i mq of sm lRXFl 6evlemen StnemmY.
Estate of Mary R.Yohn
PeterA.Mate66Yeo MwUn A Yolm Sr.,Exeaaar
Bonoren Satlari
The HW18ot0anem SummM xek[hi Mve pepme4ls amm aMi0.'Vrte ao:;unldiikltmrsadbn.i Nw®usepararMawe me1m4¢m 5e d4MnN M a¢praraw eiu Ws
MMemmi.
•
ADSirad LGSM Associates,IRG. Sellbrmne Apenl Case
WARNING susscrtnem seta y assoI'FeimlemTismNetXdfe4 Ewes mfhbdmyitn5ar form Parulles lgoncan+IWmcar bcfkea(m eM Mpebdm¢+d.Fmoaubsee:
TOb 56l1.8.COtle SecOm 1005;M8edM 5010.
a r� f
PtesYOUS a48bm amolmoiete pstr i
HUPt