HomeMy WebLinkAbout08-26-05
REV-1500EX (6..00)
'* COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
. ~ HARRISBURG, PA 17128<)601
REV-1500
FILE NUMBER
21 05
0274
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Panza, Michael A.
DATE OF DEATH (MM-DD-YEAR)
03/19/05
COUNTY CODE YEAR
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
10/03/19
(IF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[!] 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12'12-82)
o 7. Decedent Maintained a Living Trust (Mach copy ofTrust)
o 10. Spousal Poverty Credit (dale of death between 12.31.91 and 1-1-95)
SOCIAL SECURITY NUMBER
177 -16-1524
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date or creath prior to f2-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
Andrew C. Sheely, Esquire
FIRM NAME W Appftcable)
Andrew C. Sheely, Attorney at Law
TELEPHONE NUMBER
(717) 697-7050
COMPLETE MAILING ADDRESS
Andrew C. Sheely, Attorney
P.O. Box 95, 127 South Market Street
Mechanicsburg, PA 17055
28,462.80
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1. Real Estate (Sched ule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or SoJe-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedu~ F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (SChedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (SChedule J)
139,000.00
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(1)
(2)
(3)
(4)
(5)
126,150.57
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(8)
7,342.79
4,288.52
(11)
(12)
(13)
293,613.37
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.o_ (15)
281 ,982.06 x.O~ (16)
________u_____ x .12 (17)
x .15 (18)
(19)
11,631.31
281,982.06
(14)
281,982.06
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at ccllateral rate
19, Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
12,689.19
12,689.19
Decedent's Complete Address:
STREET ADDRESS
202 Lonameadow Drive
CITY . I STATE 1 ZIP
Mechanlcsburg, PA 17055
Tax Payments and Credits:
1 . Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
12,689.19
11,500.00
605.25
Total Credits (A + B + C ) (2)
12,105.25
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
A. Enter the interest on the tax due.
(5)
(SA)
593.94
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
593.94
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.......................................................................................................................... 0 [K]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [K]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 [K]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I dedare that I have examined this retum, induding accompanying sdhedules and statements. and to the best of my knowledge and belief, it is true, correct and complete.
Dedaration of preparer other than the personal representative is based on all infonnation of whidh preparer has any kn~edge.
SIG JURE OF PERSOj:{ESPONSI E FO~ FILI~ -fI .
ADDRESS
Terry A. Schneider, 1126 Floribunda Lane, Mechanicsburg, PA 17055
S~NRES:OFP E0THE~AT~___ . __mm :E~8124J()5___
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DATE
08/24/05
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1,1) (ii)],
The statute does not exemot 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 twenty-one 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% [72 P.S. 99116(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%, except as noted in 72 P.S. 99116(1.2) [72 P.S, 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS. 99116(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,
CdMMONWEAlTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 1712B-0601
RECEIVED FROM-
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHEELY ANDREW C ESQ
PO BOX 95
MECHANICSBURG, PA 17055
u______ fold
ESTATE INFORMATION: SSN: 177-16-1524
FILE NUMBER: 2105-0274
DECEDENT NAME: PANZA MICHAEL A
DATE OF PAYMENT: 06/08/2005
POSTMARK DATE: 06/08/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/19/2005
REMARKS:
CHECK# 254
SEAL
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ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
TAXPAYER
REV-1162 EX(11-96)
NO. CD 005404
AMOUNT
----~---
I $11,500.00
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$11,500.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1502 EX+ (6-9_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
MICHAEL A. PANZA
FILE NUMBER
21-05-0274
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 which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
202 LONGMEADOW, MECHANICSBURG,
MONROE TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
17055
(SEE ATTACHED SETTLEMENT SHEET)
$139,000.00
TOTAL (Also enter on line 1, Recapitulation) $ 13 9 , 000 . 00
(If more space is needed, insert additional sheets of the same size)
--
A U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMB No. 2502-0265
SETTLEMENT STATEMENT TlTLEPRO
Laserprinl
CORNERSTONE
LAND TRANSFER, INC. B. TYPE OF LOAN
4705 East Trindle Road ,. [ ] FHA 2. [ ] FMHA 3.Z1 CONV. UNINS.
Mechanicsburg, PA 17050 4. [ ] VA 5. [ ] CONY. INS.
6. FILE NUMBER: I 7. LOAN NUMBER:
Phone: (717) 730-9664 Fax: (717) 730-9665 50190
8. MORT. INS. CASE NO.:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent 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 BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
John R. Zipay Terry A. Schneider PSECU
Connie L. Zipay Executrix of the Estate
of Michael A. Panza
G. PROPERTY LOCATION' H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
Mechanicsburg, PA 17050
202 Longmeadow St. Cornerstone Land Transfer, Inc. 08/16/05
Silver Spring & Monroe PLACE OF SETTLEMENT:
Cumberland County 4705 E. Trindle Rd. , Mechanicsburg, PA
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
'00 GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales price 139000.00 401.Contract sales price 139000.00
102. Personal propertv 402.Personal property
103. Settlement charqes to borrower (line 1400) 7067.17 403.
104 404
105. 405.
Adjustments for items paid bv seller in advance Adjustments for items paid bv seller in advance
t06. CityfTown tax to 406.Cityrrown lax to
107. County tax 08/16/ 05to 12/31/05 120.40 407. County tax 08/16/05to 12/31/05 120.40
lOB. Assessm.ents to 4GB. Assessments to
109. SCHOOL 08/16/ 05to 06/3 0/06 1119.05 409. SCHOOL 08/16/05to 06/30/06 1119.05
110. to 410 to
111 Swr:$193.50/a end 10/1 97.55 41,. Swr:$193.50/Q end 10/1 97.55
112 412
120 GROSS AMOUNT DUE FROM BORROWER 147404.17 420. GROSS AMOUNT DUE TO SELLER 140337.00
200 AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deposit or earnest monev 1000.00 501.Excess deposit (see instructions)
202. Principal amount of new ioan(s) 111200.00 502.Settlement charges to selier (line 1400) 2858.25
203. Existinq loan(s) taken subject to 503.Existino loan(s) taken subiect to
204 504.Payoff of First Mortgage Loan
205. 505. Payoff of Second Mortgage Loan
206 506.
207 507.
208 SOB.
209 509.
Adjustments for items unpaid by seller Adjustments for items unpaid bv selier
210. CityfTown tax to 51O.CityfTown tax to
21,. County tax to 51'.Countytax to
212. Assessments to 512.Assessments to
213 SCHOOL to 513. SCHOOL to
214 514
215. 515.
216. 516.
217. 517
218 518.
219 519.
220 TOTAL PAID BY/FOR BORROWER 112200.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 2858.25
300 CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (iine 120) 147404.17 601.Gross amount due to seller (line 420) 140337.00
302 Less amount paid bv/for borrower (line 220) 112200.00 602.Less reduction amount due seiler (line 520) 2858.25
303. CASH ([X FROM) ~ ] T~ BORROWER 35204.17 603CASH ([ XTO) ([ ] FROM) SEL.L.ER 137478.75
~! lr~~-/('~-1/;?,~J ~. kL~1'n ^ .( - ~A1"..j....." ,. I'
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Buyer or Borrower's Signature
Seller's Signature
HUD.1 Rev. 5/86
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L. SETTLEMENT CHARGES 50190 ~
700. TOTAL SALES/BROKER'S COMMISSION based on price $ 139000.00 I BORROWER'S SELLER'S
Total: SO.OO FUNDS AT FUNDS AT
Division of Commission (line 700) as follows' S
701. $ 10
702 $ to
703. Commission paid at Settlement
704. I I
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee %
802. Loan Discount 3.000 % PSECU 3336.00
B03. Appraisal Fee to
804. Credit Report to
805. Lenders Inspection Fee
B06. Mortaage Insurance Application Fee to
607. Assumption Fee
BOB. ADDlieat PSECU S300 POC
609. Flood Cert PSECU 10.00
810. Doc Prep. PSECU 150.00
811. UndrWr Fee PSECU nS 100 POC
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from 08/16/05 toO 8 /31/ 0 5 @$ /day 255.91
902. Mortgaoe Insurance Premium for mo. to
903. Hazard Insurance Premium tor yrs to
904. yrs to
905.
1000. RESERVES DEPOSITED WITH LENDER FOR J
1001. Hazard Insurance 3 mO.@$ 48.42 /mo. 145.26
1002. Mortgage tnsurance mo. @$ 278.00 /mo
1003. CityfTown tax mo. @$ /mo.
\004. COllnly tax 7 mo. @$ 26.73 /mo. 187.11
1005. Assessments mo. @$ /mo.
1006. School Tax 3 mo. @$ 107.04 /mo. 321.12
1007. mo. @$ /ma.
100B. Aqq Ad-;ust mO.@$ /mo. 106.98
100. TITLE CHARGES
1101. Settlement or closing fee to
1102. Abstract or title search to !
1103. Title examination to
1104 Title insurance binder 10
1105. Document preparation to Andrew Sheeley Esq
1106. Notary tees to Notarv Public 25.00 10.00
1107 Attorney's fees to
(includes above items No.:)
1108. Title Insurance to Cornerstone Land T~anSf~
(includes above items No.:) 1102 1103 1104
1109. Lender's coverage $ 111 200
1110. Owner's coverage $ 139 000
1111. Endors. Cornerstone Land Transfe 150.00
112. C. S. Letter l Fidelity National Title 35.00
1113. Courier Cornerstone Land Transfe:ri 10.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deed $ 38.50 Mortgage $ 66.50 Misc. $ 105.00
1202. City/county tax/stamps: Deed $ 1390. 0 o Mortgage $ 1390.00
1203. State tax/stamps: Deed $ 1390.00Mortgage$ 1390.00
1204.
1205
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Inspection to
303. 05 Sch Tax Marv A. Murray 1258.75
1304 Tax Cert Marv A. Murray 6.00
1305 Swr:J/A/S Monroe Township 193.50
1400. TOTAL SETTLEMENT CHARGES (enter on Jines 103 and 502, Sections J and K) 7067.17 2858.25
U.S DEPARTMI:N I Ut- HUU::;INl:i AI~U Utib"" l)CVCL.vnv,c",
SETTLEMENT STATEMENT
Page 2
Pa.rlies agree thaI no liability is assumed by Settlement Agenl tOr Ihe accuracy of information furnished by others as shawn on the HUD.l SelUement Statement. Sauternent Agenl hereby expreSSly
raseNes Iha righllo deposit any amounts collected lor disbursement in an inlerest bearing account in a Federally insured inslilulion and 10 credit any inlerest so earned \0 ils own account as addilional
compensation 101 ils services in this transaction.
HUD CERTIFICATION OF BUYERS AND SELLERS
1 have carefully reviewed the HUD.l Settlement Statement and to the best of my knowledge and belief, It is a true and accurate statement of all receipts and disbursements
made on my account by me lhis ~sac' n. ~~Urlher certify that I have received a copy 01 th~D-l SeUlement Statement.
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Buyer or Borrower's Signafure
Buyer'S Address &. Phone:
Seller's SIgnature
SeUer's New Aadress &. Phone"
For delails see:
HUQ., Rey. 5/86
I
REV-1508 EX" (6-98) '*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ITEM
NUMBER
FILE NUMBER
MICHAEL A PAHZA 21-05 0274
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.
DESCRIPTION
Transamerica Life and Annuity
Annuity #26146890
Date Of Death Balance
2.
Citizens Bank
checking account
3.
Civil Service Retirement and Disabililty
Death Benefit
4.
verizon refund
5.
Patriot News refund
6.
Chapman Oil refund
7.
AM. refund
8.
Nationwide Insurance
9.
2004 Income Tax refund
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$95,534.54
27,774.72
663.20
31. 38
105.65
644.58
52.50
15.00
1,329.00
$126,150.57
APR-06-2005 06:44 AM
FACILITIES CENTER MASD
717 691 3222
P.02
1.T~~~~^
Trannmerica Life Insurance and
Annuity Company
HOIll" Office:
Charlotte, Nonh Carolina
Admi:J.istrlltive Office:
4333 Edgewood Road NE
PO 811X 3183
Ceda' Rapids, Iowa .5240(;-3183
March 30, 2005
Terry A Schneide:
1126 Floribunda Ln
Me(.~hElnic:sbtlr..-';f Pj~ ~l. 70SS
RE: Annuity Number(s) 26146890
D(~i::1].. l'e::t.'J::Y p.... ~3c}1r'~.t~:i.clE:r:
We have received notification, Michael A Panza, annuitant of the above
listed non-~lalified tax deferred annuity is deceased. ~lr office
wishes to extend sincere condolences for your 10s8.
Our records indic3te the following annuity information:
Annuity Policy DatE:':
Full Value as of 03/30/2005:
Taxable Portion:
Full Value as 0: "'~.i19Y2005:
Michael A Panza
Michael A Panza
Patricia A Nichol. ~3on
Terry A Schneider
Debra A Hartman
January 29, 200.1
$95,631.43
$16,070.0G
$95,534.54
Annuitant:
Owner:
Primary B~neficiary(ies)
The axtached dcc'i.,m,,~nt: reflects
beJ:'~~ f:i. cia 1-'1 ( i I," :::' , '. :j. ~3~: ed above.
the options available to tLe prlma:r:-y
The full value as of the date of death is for tax purposeE. only and is
net: a quaranteecl do?;'lth benefit amount.
The attached document contains general tax information baEed on
Transamerica Life Insurance and Annuity Company's interpretation and
should not be re12ed upon for your personal tax planning. If you have
questions concerning the direct tax consequences when selecting an
option, you may wish to consult a tax advisor.
Member of the CEGON. Gmup
ito.ll1':....'f
Oi=FlgIAL CHECK
~ 24. 200.&
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~ en. en. ...,:c (l)
..........J-JO .....000 Ilt 0):01 (l)
N (l)NNO enooo i3 0>1'1 ...
FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT
You are entitled to a lump sum payment because of the death of a former employee. This payment, shown in Block 5, covers
only benefits due from the Cbtil Service Retire~nt and Disability Fund and consists of any unused contributions the former
employee made to the Fund or any accrued annuity payaCTear'1lie'fime 5T his or her death. or the Basic Employee Death Benefit
payable to a surviving spouse under the Federal Employees Retirement System.
MICHAEL
A ;:s;~a~.-~.~~~~~ 19 ....T.~,~;~;,Z~~~,,=:-
__05/27 /05__1!_____NON~________ $
1. Name of Deceased Federal Employee
4, Date
PANZA
05/13/05
5, You Will Receive a lump Sum Payment For
B_ Tax Withheld
$
663.20
NONE
9. Remarks
:'w
See reverse side for important information.
RI2S.11
IR2517DJ
04120/01
REV-1509 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINtlY-OWNED PROPERTY
MICHAEL A. PANZA
FILE NUMBER
21-05-0274
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A PATRICIA A. NICHOLSON 1515 Caro-Mar Place N.W. Daughter
Concord, NC 28027-8021
B. TERRY A. SCHNEIDER 1126 Floribunda Lane Daughter
Mechanicsburg, PA 17055
DEBRA A. HARTMAN 473 Heisey Road Daughter
c. Mechanicsburg, PA 17055
JOINTLY-OWNED PROPERTY:
3.
LETIER DATE DESCRIPTION OF PROPERTY 'roOF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMLAR DATE OF DEATH DECD'S VAlUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATIACH DEED FOR JOINTLY-HELD REAL ESTATE VAlUE OF ASSET INTEREST DECEDENTS INTEREST
1. A.
1/04/96 Members 1st FCU
163510-00
Date of Death Balance $29.61
Accrued Interest $ 0.00
Date of Death Value $ 29.61
A,B, ( Terry A. Schneider, Debra A. Hartman 25% $ 7.40
Patricia A. Nicholson
,
1/04/96 Members 1st FCU
163510-40
Date of Death Balance $ 10,426.91
Accrued Interest $ 10.18
Date of Death Value $ 10,437.09
A Patricia A. Nicholson 50% $ 5,218.55
~2/04/98 Members 1 st FCU I
I
63510-41 I
late of Death Balance $ 10,536.21 I
'ccrued Interest $ I
9.77 I
!
late of Death Value $ 10,545.98 I
B erry A. Schneider 50% S 5,272.~
TOTAL (Also enter on line 6, Recapitulation) $ \
If more s ace is needed insert additional sheets of the same size !
p
2.
REV-1509 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTlY-OWNED PROPERTY
MICHAEL A. PANZA
2 1- ~~ ~'B"11=jR4
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
PATRICIA A. NICHOLSON 1515 Caro-Mar Place N.W. Daughter
Concord, NC 28027-8021
B. 1126 Floribunda Lane Daughter
TERRY A. SCHNEIDER
Mechanicsburg, PA 17055
c. DEBRA A. HARTMAN 473 Heisey Road Daughter
Mechanicsburg, PA 17055
JOINTLY.OWNED PROPERTY:
6.
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD.S VAL UE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. >>9/18/98
Members 1 st FCU
163510-42
Date of Death Balance $ 10,495.64
Accrued Interest $ 11.54
Date of Death Value $ 10,507.18
,. Debra A. Hartman 50% $ 5, 253.59
'"
02/11/03 Members 1st feU
163510-43
Date of Death Balance $ 3,137.41
Accrued Interest $ 2n
Date of Death Value $ 3,140.18
8. Teny A. Schneider 50% $ 1,570.09
02111/0 Members 1 st FeU
163510-43
Date of Death Balance $ 3,137.41
Accrued Interest $ 2.7
Date of Death Value $ 3,140.18
I
C. Debra A. Hartman 50" S 1,570.09
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4.
5.
REV-1509 EX+ 16-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
MICHAEL A. PANZA
FILE NUMBER
21-05-0274
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
PATRICIA A. NICHOLSON 1515 Caro-Mar Place N.W. Daughter
Concord, NC 28027-8021
B. 1126 Floribunda Lane Daughter
TERRY A. SCHNEIDER
Mechanicsburg, PA 17055
c. DEBRA A. HARTMAN 473 Heisey Road Daughter
Mechanicsburg, PA 17055
JOINTLY-OWNED PROPERTY:
7.
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A
02111/03 Members 1st FCU
163510-43
Date of Death Balance $ 3,137.41
Accrued Interest $ 2.TI
Date of Death Value $3,140.1S
A Patricia A. Nicholson 50 ~ $ 1,570.09
,
2002 Honda Odyssey $ 16,000.00
VIN 2HKRL 18532H582458
A Teny A. Schneider 50 b $ 8,000.00 .
TOTAL (Also enter on line 6, Recapitulation) $ 28,462.80
(If more space is needed, insert additional sheets of the same size)
8.
~ 1st'
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death,
Accrued Interest to Date of Death "
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
Estate of: MICHAEL A. PANZA
Date of Death: March 19,2005
Social Security Number: 177-16-1524
163510 -00
11/04/1996
$29.61
$.00
$29.61
Terry A. Schneider, Debra A. Hartman,
Patricia A. Nicholson
11/08/2000
163510 -40
11/04/1996
$10,426.91
$10.18
$10,437.09
Patricia Nicholson
11/08/2000
163510 -41
02/04/1998
$10,536.21
$9.77
$10,545.98
Terry Schneider
11/08/2000
163510 -42
09/18/1998
$10,495.64
$11.54
$10,507.18
Debra Hartman
11/08/2000
163510 -43
02/11/2003
$3,137.41
$2.77
$3,140.18
Terry Schneider
02/11/2003
163510 -44
02/11/2003
$3,137.41
$2.77
$3,140.18
Debra Hartman
02/11/2003
163510 -45
02/11/2003
$3,137.41
$2.77
$3,140.18
Patricia Nicholson
02/11/2003
~BE_RS 1~T. EDERAL CREDIT UNION
~H4(U MZ::.
enise A. Wolfe
Insurance Services pervisor
April 27, 2005
I
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.off
('\)
o
01
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CO
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_,..e..."''''"..'',.",,.'
.. 'n"."",.;;"'''._''''
,,,.,.,....,,'.,,..,,,.,
REV-1511 EX+ (12-99)W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAl EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MICHAEL A. PANZA
FILE NUMBER
21-05-0274
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
3.
4.
MYERS FUNERAL HOME FINAL BALANCE DUE
TRINITY LUTHERAN CHURCH - DODNATION FOR SERVICE
FLOWERS, AND RELATED CHARGES FOR FUNERAL SERVICES
TRINITY LUTHERAN CHURCH - MEAL
GINGRICH MEMORIALS - ENGRAVING
$ 362.00
2 .
750.00
509.79
100.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s)/EIN Number of Personal Representative(s)
Name of Personal Representative(ilJ'ERRY A. SCHNEIDER , EXECUTRIX
Street Add rass
1126 FLORI BUNDA LANE
MECHANICSBURG
$
0.00
City
PA
State _Zip
17055
Year(s) Commission Paid:
2.
Attorney Fees
ANDREW C. SHEELY, ESQUIRE, PER AGREEMENT
$ 4,375.00
3. Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation)
Claimant
Street Add ress
City
State _Zip
Relationship of Claimant to Decedent
4.
Probate Fees
CUMBERLAND COUNTY REGISTER OF WILLS
$ 356.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
BRETT LECHTHALER,APPRAISAL SOLUTIONS-REAL ESTATE APPRAISAL
$
275.00
8 FILING FEES FOR INHERITANCE TAX RETURNS
TOTAL (Also enter on line g, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
15. 90
$ 600 ,00
!
I
7,34 f.79
9 Reserves to conclude administration of Estate,
Accounting Fees, taxes, preparation/mailing
and copy charges of necessary Fiduciary Returns
RECEIPT FOR PAYMENT
=-====~=~==========
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Receipt Date:
Receipt Time:
Receipt No.:
3/23/2005
16:18:11
1040040
PANZA MICHAEL A
Estate File No. :
Paid By Remarks:
2005-00274
P A NICHOLSON
VZ
Fee/Tax Description
WILL
PETITION LTRS TEST
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 4851
Total Received.........
Receipt Distribution ------------------------
Payment Amount Payee Name
15.00 CUMBERLAND COUNTY GENERAL FUN
260.00 CUMBERLAND COUNTY GENERAL FUN
16.00 CUMBERLAND COUNTY GENERAL FUN
10.00 BUREAU OF RECEIPTS & CNTR M.D
5 . 00 CUMBERLAND COUNTY GENERAL FUN
-------~--------
$306.00
$306.00
1~lIe No. UUo-Panzal Pill !!I.EJ
Breit Lechthaler
16 San Juan Drive
Mechanicsburg, PA 17055
FROM:
005-Panza
April 19, 2005
Telephone Number: 717-697-1828
Fax Number: 717-697-0220
RefERENCE
Telephone Number:
Alternate Number:
Fax Number:
E-Mail:
Internal Order #:
Lender Case #:
Client File #: 5-Panza
Main File tt on torm: 005-Panza
Olher Fllett on 10rm: CompApp/SumRept
Federal Tax 10: SS# 195-54-8211
Employar 10:
TO:
Panza/Estate
202 Longmeadow St
Mechanicsburg, PA 17055
Lender: Panza/Estate
PurchaserlBorrower: NA
Property Address: 202 Longmeadow St
City: Mechanicsburg
County: Cumberland
Legal Description: See Enclosed legal Description
Cllen!: Panza/Estate
DESCRiptiON
Stale: PA
Zip: 17055-4036
FEES
AMOUNT:i,', , ..
:,;.,,;';~"I :;'
Full Appraisal
300.00
Discount
-25.00
SUBTOTAL 275.00
PAYMENTS AMOUNt
Cheok #: Date: Description:
Check It: Date: Description:
Check #: Date: Descrlpllon:
SUBTOTAL
TOTAL DUE $ 275.00
Form NIV5 - 'TOTAL tor Windows" appraisal software by a la m'Jde, inc. - 1.800.ALAMODE
Appraisal Solutions (717)697-1828
REV-1512 EX, (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MTC'HAFT. A PANZA
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
Central Pennsylvania Hospice
2.
PPL - final bill
3.
United Water - final bill
4.
Sewer bill Monroe Township Authority
5.
Verizon - final bill
6.
Comcast - final bill
7.
Kilmore Eye outstanding invoice
8.
Settlement charges associated with sale of
real estate per Settlement Sheet
9. ,
Tiger Trash - dumpster rental
10.
Patriot News Advertisement Sale of Real Estate
11.
Members 1st checking account check charge
12.
Chapman Fuel Oil - Final Oil charges
13.
Postage - return of "LifeLine" telephone system
FILE NUMBER
21-05-0274
VALUE AT DATE
OF DEATH
$ 100.00
$ 185.13
$ 62.01
$ 193.50
$ 8.88
$ 8.25
$ 10.00
$ 2,858.25
$ 474.60
$ 140.40
$ 12.95
$ 215.90
$ 18.65
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
.:1 ,)ll.ll. 52
REV-1513 EX+ (g-OO)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MICHAEL A. PANZA
21 ft)5~~~
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)1
TERRY A. SCHNEIDER DAUGHTER
1126 Floribunda Drive 1/3 rest,
Mechanicsburg, P A 17055 residue &
remainder
estate
DEBRA A. HARTMAN DAUGHTER
473 Heisey Road 1/3 rest,
Mechanicsburg, P A 17055 residue
& remaind
estate
PATRICIA A. NICHOLSON DAUGHTER
1515 Caro-Mar Place N.W. 1/3 rest,
Concord, NC 28027-8021 residue
& remaind
estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
of
er of
er of
(If more space is needed, insert additional sheets of the same size)
'\,
~
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S
~
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"~l
\
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j
,,1\
l"
LAST WILL AND 1~ESTAMENT
OF
MICHAEL A. PANZA
I, MICHAEL A. PANZA, of 202 Longn1eadow Drive,
Mechanicsburg, (Monroe Township), Cumberland County, Pennsylvania,
make, publish and declare this as and for lny Last Will and Testanlent,
herehy revoking all other Wills and Codicils heretofore Blade by Ine.
FIRST: I direct that all inheritance, estate, t.ransfer, succession
and death t.axes, as ,vel1 as my just debt.s and funeral expenses, of any kind
:vhatsoever, which Inay be payable by reason of my death, shall be paid
out of the principal of my estate as the same can conveniently be done.
SECOND: I give, devise and bequeat.h all the rest, residue
and rernainder of my estat~ of whatever nature and wherever situate,
including any property over which I hold povver of appointment. and
together with any insurance policies thereon, as follows:
(a) Thirty-t.hree and one-third percent (33 1/30/0) thereof unto
illY daught.er, PATRICIA A. NICHOLSON, of Concord, North Carolina,
provided that should PATRICIA A. NICI-IOLSON predecease me, I give
and bequeath her share unto her issue, per st.irpes, share and share alike;
rm d
(b) Thirty"three and one-third percent (33 1/30/0) thereof unto
my daughter, TERRY A. SCHNEIDER, of Mechanicsburg, Pennsylvania,
provided that. should TERRY A. SCHNEIDER preoecease me, I give and
~
d
~
\
-~
bequeath her share unto her lssue, per stirpes, share and share alike; and
(c) rrhirty-t.hree and one-third percent (33 1/30/0) thereof unto
IllY daughter, DEBRA A. HARTMAN, of Mechanicsburg, Pennsylvania,
provided that should DEBRA A. HARTMAN predecease llle, I give and
bequeath her share unto her issue, per stirpes, share and share alike.
THIRD: In addition to all powers granted to them by law and
by other provisions of this Will, I give the fiduciaries acting hereunder the
following powers, applicable to all property, exercisable without court
approval and effective until actual distribution of all property:
(A) To sell at public or private sale, or 10 lease, for any period
of tinle, any real or personal property and to give options for sales, ex-
changes or leases, for such prices and upon such tenns (including credit,
with or without security) or conditions as are deemed proper. This
includes the power to give legally sufficient instruments for transfer of the
.
property and to receive the' proceeds of any disposition.
(B) To partition, subdivide, or iInprove real estate. and to
ent.er int.o agreelnents concerning t.he partition, subdivision, inlprovelnent,
zoning or Inanagement of real estate and to ilnpose or extinguish rest.ric-
tions on real estate.
(C) To cOlnprolnise any clailn or c.ontroversy and to abandon
any property which is of little or no value.
(0) rfo invest in all fonns of property, including stocks,
COl1Ul1on trust funds and lnortgage investulent funds, without restriction to
2
("\'- (j'
'CJ
0?
.,
~
~~
investlnents authorized for Pennsylvania fiduciaries, as are deenled proper,
without regard to any principle of diversification, risk or productivity.
(E) To exercise any option, right or privilege granted in
insurance policies or in other investlnents.
(F) To exercise any election or privilege given by the Federal
and other tax laws, including, but not necessarily being lilnited to, personal
incOlHe, gift and estate or inherit.ance tax laws.
(G) To lnake distributions to IUY herein nauled beneficiaries
in cash or in kind or partly in each.
(H) To borrow Inoney frOln thenlselves or others in order to
pay debts, taxes, or estat.e or trust adlninistration expenses, t.o protect or
inlprove any property held under IHY will, and for investlnent purposes.
(1) To select. a lllode of payment under any qualified retire-
ment plan (pension plan, proHt sharing plan, elnployee stock ownership
plan, or any ot.her t.ype of qualified plan) to the extent provided for by the
plan or the law.
FOURTH: I nominate and appoint TERRY A.
SCHNEIDER, Executrix, of this, IHY Last Will and Testalnent. In the
event of the death, resignation or inability to serve for any reason whatso-
ever of TERRY A. SCl-INEIDER, I 110lninate and appoint DEBRA A.
HARTMAN, Executrix, of this, my Last Will and Testalnent. I direct that
nlY Executrix and her suc.cessor shall not be required to post security or a
bond for the performance of their duties in any jurisdiction.
r
."
3
IN WITNESS WJ--IEREOF, I have hereunt.o set lUY hand and seal to
this, Iny Last Will and Testament, this ~?f day of October, 2003.
1::tl::(::td~d/r2 _~AdSEAL)
MICHAEL A. PANZA
Signed. sealed, published and declared by the above-nanled Testator
as and for his Last Will and Testanlent in our presence, who, at his
l<eqllest, in his presence and in the presence of each other, have hereunto
subscribed our HaInes as attesting witnesses.
7{)~. \~1/) q ('t..&dJ(.(.'7((5~r-J'll!'_ ~tdJ () .
, ~/,.
Address (70.)) Name
l (, . ! ':h ".
i")? . )/('~~f(\{~<). ,~/~1' 'l:CJ!ili.~_
Addre~s //-II/(;(.J:,;;"
'\
/ )/l/J/
~/ /JJ.-.' '.- '-;.
I
Name
/// l LtLJ~~,I/" _.
. /.... ;7'..-.....
(,.../
4
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005729
SHEELY ANDREW C ESQ
PO BOX 95
MECHANICSBURG, PA 17055
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------~ fold ---------- --------
101 I $593.94
ESTATE INFORMATION: SSN: 177-16-1524 I
FILE NUMBER: 2105-0274 I
DECEDENT NAME: PANZA MICHAEL A I
DATE OF PAYMENT: 08/26/2005 I
POSTMARK DATE: 08/26/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/19/2005 I
I
TOTAL AMOUNT PAID: $593.94
REMARKS:
CHECK# 268
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS