HomeMy WebLinkAbout09-28-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAl TAXES
DEPT. 280601
HARRISBURG, PA 17128--Q601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHADE WAYNE F
53 WEST POMFRET ST
CARLISLE, PA 17013
___n___ lold
ESTATE INFORMATION: SSN: 191-09-8213
FILE NUMBER: 2105-0087
DECEDENT NAME: LANDI BRUNA MARIE
DATE OF PAYMENT: 09/28/2005
POSTMARK DATE: 09/28/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/06/2005
NO. CD 005850
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,648.92
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TOTAL AMOUNT PAID:
$1,648.92
REMARKS:
CHECK# 2802
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-15ClOEX+(e-OO)
.. COMMONWEALTH OF
.' ' PENNSYLVANIA
, , DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0001
DECEDENTS NAME {lAST, FIRST, AND MIDDlE INITIAL)
Landi Bruna Marie
DATE Of DEATH IMM-Oo.Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DATE OF BIRTH (MM-OO-Yearl
01/0612005 01111/1916
~F APPlICABLE) SURVl'IING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
0FflCW. USEONI..'1
FILE NUMBER
2 1 -0 5 8 7
"'CQij'ifflCOiiE -YfAA- --~---
SOCIAL SECURITY NUMBER
191-09-8213
THIS RfTURN IIIJST BE fILED II DUPlICATE W1T1i THE
REGISTER OF WILLS
SOC1AL SECURlTY NUMBER
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00 1, Ol'ginal Return
o 4,LimitedEstate
06. Deoedent Died Testa1e ___~"")
o 9, Liligation Proceeds ReoeIved
o ~,Supplemental Return
o 4a.FuturelnterestCompromise(daOeaf~.12.12-82}
o 7, Decedenl Maintained a Living Trust ,_ "",~TMll
o 10. SpousaIPovertyCredtt,""',.__".31.91..'.l-95)
03. Remainder Return ,...,._......".13-821
o 5, _ Estale Tax Return Requited
_ 8, Total Numberof Safe Deposit eo...
o 11. Election 10 tax under Sec. 9113(A) _&1>01
THIS SECTION MUST BECOM!>LETEO. All CC'RRESPONDENCE AND CONAOENTIAL. TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPlETE MAIUNG ADDRESS
Wa ne F. Shade Es uire 53 West Pomfret Street
FIRM NAME Iff ApoficaIlIe)
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TELEPHONE NUMBER
717-243-0220
Carlisle
PA 17013
45,024.62 - OFFICIAl USE ONLY - ~I
f b'P 9J ~~
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7" t..!' ~
30,201.68 ~ f; I
~,
~ OQ ;R'
3,533.44 b- !h _
} p ^
/cl
8.027.18 ?- cr.
------_.----
(8) 86,786.92
9,200.29
414.46
(11) 9,614.75
(12) 77,172.17
(13)
(14) 77,172.17
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II:
t Real Estate (Schedule A) (1)
2. Stocl<s and Bands (Schedule B) (2)
3. Closely Held Cmpomtion, Partnership or Sole-Proplielo",hip (3)
4, MOJ1gag.. & Notes Receivable (Schedule 0) (4)
5. Cash, Bank Deposils & Miscellaneous f'eISOnal Property (5)
(Schedule E)
6. Joinlly Owned Property (SchedoIe F) (6)
o SepaIa1e Bitfing Requested
7, Inter-VlVOS T tanSfe1s & MisceUaneous Non-Probate Prop 3r\y (7)
(Schedule G or l)
8. Tolal GIllss Assets (101a1 Lines 1-7)
9, Funeral Expenses & Adminislnllive Costs (Schedule H) (9)
10. Dobis of lleceden~ Mortgage Liabilities, & Liens (Sohedule ') (10)
11. Total Dedvctions (total Lines 9 & 10)
12. NetVatue of Estate (Line 6 minus Line 11)
13, Cllaritable and ~lal BequeslslSec 9113 TrusIs for which an election 10 tax has not been
made (S<:hedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPlICABLE RATES
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15. Amount of Line 14 taxable at !he spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16, Amount of Line 14 taxable allineehate
19. Tax Due
0.00 X _ (15)
74,003.73 X .045 (16)
3,533.44 X.12 (17)
0.00 X .15 (18)
(19)
17. Amount of Line 14 taxable al sibling rate
18. Amounl of Line 14 taxable at collateral rale
20. 0
CHECK HERE IF YOU ARE REQUESTI G A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOe AND RECHECK MATH < <
0.0(
3,330.1 '
424.0
O.C
3,754.1
Decedent's Complete Address:
STREET ADDRESS
607 Brad Street
CITY
Shippensburg
I STATE PA I np 17257
I
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,754.18
2000.00
101;.26
Total Credits (A + B +C)
(2)
2,105.26
3. InteresVPenalty ~ applicable
D. Interest
E. Penalty
T otallnterest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Une 1 +Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund (4)
5. ~ Une 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
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 00
b. retain the right to designate who shall USE the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the prornise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, d d decedent transfer property within one year of death
without receiving adequate consideration?....................... .......................... ......... .................................... 0 00
3. Did decedent own an 'in tl\Jstfor" or payable upon death bank account or security at his or her death? ................. 00 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
0.00
0.00
1,648.92
1,648.92
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
lk1der pencities of perjury, I declare thai I have ex8ITined this reUn, indudi~ acco TW;)alying schedules CI1d slalemenls, ald tl the best of my kOOVIiedge CI1d belief, it is true, correct ald complete.
Declaration of prep.nr other thClllhe personal representaive is based on all infoon:fion of which prepaer has any knowledge.
SIGNATU~ON RESPOf'lS)BLE FOR FIU~ RETURN DATE
/ c:7--:J VI c.Av {..fl..A.~ 9/26/2005
ADDRESS 607 Brad Street
Shippensbur~
SIGNATURE OF PREPARER OT
tl.J.
PA
17257
DATE
9/26/2005
N REPRESENTATIVE
ADDRESS
3 West Pomfret Street
Carlisle
PA 17013
For dates of death on or after July I, 1994 and before January I, 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. ~9116 (a) (1.1) (ill.
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. ~9116 (a) (1.1) (iill.
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 decea,ed 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. ~9116(aXl.2)].
The tax rate imposed on the net value of transfers to or for the u,e of the decedenfs lineal benefICiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) 172 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to<< for the u,e of the decedent's siblings is 12% [72 P.S. ~9116(aXI.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one oarent in common with the decedent. whether bv blood or adootion.
REV-15Q? EX. (6-.
CQMf.AONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Landi Bruna Marie 21 05 87
All real property owned solely or.s . ....nt in common must be reported at lair mal1<el..lue. Fair mal'<el value is defined as the price at whidl property would be
exchanged between a wimng buyer and a willing seller. r,eiIt1er being oompelled to buy or sell, both having reasonable knowledge of 1110 relevant lacIs.
Rea' 010"""" which is Iointlv.owned with rioht ofsul'llvorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
House and lot of ground known and numbered as 10015 Route 553, Mentcle, Indiana
County, PA, and more particularl~, bounded and described in Indiana County Deed Book
873, Page 380, valued in accordance with an arms' length sale to unrelated third parties
VALUE AT DATE
OF DEATH
45,024.62
TOTAl (Also enter on line 1, Recapitulation) $
(If n'It\rP. ~Mr.P. ic:: nP.P.t'tl:!rl inAArt ,qrlrtitinll:'ll f;lhAAk of thA AAmA ~7P\
45024.62
II,,^, ., .............. ..''''' ..,-........... h'" "''''''''1; ...,.."............."
. IUI ....... ....' ......... '.....n'
THE CLOSING SPECIALISTS, LP "- Settlement Statement
204 WEST MAIN STREET U.S. DepartmeDt of HoII5iIJg 'lr
LlGONlER,I'A 15658 and Urbaa Develop......! "r
OMINo25ll2-ll2O>
B. TYDe .ILoau
I.~ FHA 2.0 FmRA 3.1l Cony. uo;i6. FlleNumb<< '.~N_ I. AI_,,,,,,,,,,,,,, c- Number
4.0 VA 5.n Cony. 100. SHEPRlllS 7113431-00 4422Sl6372
C. NOTE: This fonn Is _10 eivcyou ._or_ _OIl' -. A....~pold....... by lhc....IementOF":............
1tcn\S mnrkcd H(p.o.C.)- wem paid Quukle 1he closm~ tbeY are stICNt here for infbrmatiOnal purposes and lite nollnc:lvdcd tn the totals.
I). NAME OF BORROWER, R.oland W. Shepherd
ADDRESS OF _ROWER: 1464 B Ew.wlne RtwI. Mati.. Centllr. fA 15759
It. .NAME OF S~LLE'" The Esla1< ofBftIlIlI Landi
ADDR'ESS OF SELLER: C/O Woync: F. Shade. Eoq. 53 W. fomfiet St. Carlisle, fA 17013
F. NAME OF LENO_ W..hovIa Mo_ Corponulon
ADDRESS OF LENDER: 1100 Corpomc CcnIer Driw, Raleiah. NC 27607-lO66
G. PROFIUlTl' 10015 Rout< 553
LOCATION. MeI1lllIe. PA 15761
1110 33-81So11lO
H. SE'lTLEMENT AG~NT, THE CLOSING SI'ECIAL/lITS Lf
Tax 1011: 25.1865071 204 WEST MAIN STREET. L100NIEIl. PA 1565& (724) 238-7783
PLACEOFSETrLEMENT. GoodNewsRea1ty,360Cal1eI'Avenue.lncliana, PA 15701
i~i=rn:NTD '0:. ~
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l2OnR.OSSAMOUNTOUE FROM BORROWER. ~ 5I,2St.26 420GlOSSAMOVNT.Dl.IE TOSEllEII. ~ 54,27UI
:IOOAMOUJtrf'[S 'AID BY DR tN BEHALf OF 8ORR.OWER SOOJlEDlJCnOMS IN AMOUNT DUE TO SELLER.
I .~.=
1,4;"Pooinr'l....t ....."unt "'_I"",,ntc' OOI~
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'09h
AIr uatments for Items id b teller MjUSlmDl1is for Itams unpaid by &etlcr _.
on --
.-
211'Countv taxes to ,...~ lO..-
~~;~~ In il.2 M
'" IT.. In
"A ",' '"
71' M
". M
"7. .n
"8. M 1.
?I, M ~19 In
:uu:roTALAMOllN'TS "AID ~ 58.191.eo '20.TOTAL REIJIJC110NS IN ~ ,,u,.3f
BY OR. IN BEHALf or BORROWER AUOUNT DUB SELLER
300CASH AT Sp.mEME:NTFIlOMrro UOFWlWGR t:ASH AT Sm'Ll!NENTTOIFR.OIl4 SF.I.f.&l
30 a aunt . no .
ss moo ; I ."" 210\ SI.l91.oolfao2 . nunt dill'! Aelll"l' nlne 520 9 47.3
303.CASH U From !XI To IlORROWI:R ~ 631.7.\ 'lI3.CASH DelT. r11i'ro. SEu.ER ~ 45,1114.Q
SELLER AND BUYER AGREE THAT IT WILL BE THE SELLER'S RESPONSIBILITY TO PAY fOR THE fINA~ WAr
GARBAGE AND SEWER BILLS. IF ANY. OUTSIDE OF CLOSING. BUYEIl'S TITLE INSURANCI! pOLICY WILL NO I
PAYMENT Of SAME. .
Please initial herIl to aclmo' i Ii... bi1 =
PAGE' ....lID ]Q5.2
ClIIM ......,...-.....tIQt,.,.,..__ecu-
...... ~. ........... .,... .......... ... .....
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u.s. DEPARTMeI'tCfOFIIOUSING AND URBANOEVf1.OPMENT
. SEITt.liMENT S1'A'I'EMENT
,.
PAGEl
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00
eDll!llt eIIa..
9 R''::fflM ht.w.dnn~ unnnM lia
t'IFC'.nrnmls!l:iqn nilll! 700'1 a<\'. !nI1nwf;'
I d'i'i M In Purt RI!lII
~_ 2910
PaidF.....
IlorTowa's
PundsAI
Paid from
Sdlcn;
F"""'AI
9
to
bIc la CnBeet_ iCb. .....
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Rn1 Ap~tul r;~
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In UAtrin APP"'illAll; S3~DI:t2U 7l ~
InjfdrUi~ FflP.
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tt'l F.milvHnmIl!Mort_~1I1CS1'otIlIM~
.
~on
to y/ur It" ~HM
to FHlAI hv WMr ~111l94
FInt'ldl'P.rtifiAllriM
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With r
ity prQpmtv tmr#<C
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Ion etc.
to
l'IIIIIeIII: lWcordia aad TnPfer
SeUlemeat C..
inn
10 Indiq "'.ftI~ MlftIicj
1308.
1309. to
1400. Total Sea1f:mtltt Oupt (enter DO lines 103. SectioR J and 502. Sa:!ionK)
CEJmnCATlON . .
Il1nvc: catefuDy rcvicwcd 1he HUD ~ I Scd:lc:mcn1. Shdementaad 1II1bc best oflJlY_~
disbursements made OP my ICCOURt or by me: in thiS 1rUSaCtion. I rlJflbe:r terrlfy _I
".,
SdI<t
Ilclr1-.-
Bo...-
Seller
1'heflUD..l ScttIemcnlStuemcnl 1Rd~ICCOCl.oflh.~ Ibuvecauscd,orwil1--.1bc~lobe~ in
IllUOrdancc.db this n1BCLOSIN(j sreclALlSTS. LP
,Sc1IIcmo!at"-. . ., ~ ~_~ ~_ 1l.'L..~
WARNINC: It Is a crime to know' 1)1'" tolhe Unilcd Sfatcs on thcs aranyothcr smll ar ......u. .--_ull!:S upon ~I'IV",,"," ClIft OIIU_.
tine and imprisonmcnl. Fotdctal.b~Tulc I u.s CodcSocUon 1001.r1d Section 1010. $HEPRIIIS
REV.'50BEX+(6.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Landi Bruna Marie
FILE NUMBER
21 05
Indude the proceeJs of litigation and 1I1e date the proceeds..... reoeive<l by the es1ate.
An property jointly-owned with right of survivorship must be disclosed on Schedule F.
87
ITEM
NUMBER
1.
DESCRIPTION
Harry J. Bence Funeral Home, Inc., prepaid funeral expense reimbursement
VALUE AT DATE
OF DEATH
1,750.59
2.
Household contents
1,193.00
3.
Van Kampen High Yield Fund A, Account No. 670432184/3
22,753.41
4.
Highmark Blue Shield, health insurance premium refund
168.75
5.
Conseco Senior Health Insurance Company, refund of health insurance premium
60.93
6.
Vacation cottage at Wesleyan Methodist Campground, valued in accordance with the
current tax assessment in the amount of $1 ,200 as adjusted by the common level ratio of
3.5. This asset is assessed for tax purposes as personal property in the same manner
as a mobile home.
4,200.00
7.
Cambria County Mutual Ins. Co., homeowners' insurance premium refund
75.00.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
30201.68
Ad~antage Capital Corporation
Member SIPC/NASD
Richard Furgiuele
Investment Professional
Box 7
Mentcle, PA 15761
814.948.9855
Home: 814.948.9855
January 28, 2005
~ Advantage Capital
III.IiI A SunAmerica COmpany
Wayne F. Shade, Esquire
53 West Pomfret Street
Carlisle, PA 17013
Re:
Estate ofBmna Marie Landi :/e,lc/iL
Asset: Van Kampen High 1 eme CelIH'lrilte Bond Fund A
Account # 670432184/3
Subject: Transfer Account/Cash to Beneficiaries
Dear Mr. Wayne F. Shade:
As per your request I am attaching a statement for the above mentioned account showing
the "date of death" value. This account is registered as a "transfer on death" account,
which entitIes distributions/transfers to be done through "non-probate".
Gerald Anthony Landi and Dennis Victor Landi are listed as beneficiaries on the
"transfer on death". They are requesting a full liquidation of the account. In turn, we are
in the process of sending paperwork to each beneficiary to act upon this request (copies
enclosed).
Ifwe can be offunher assistance, please contact us.
Sincerely,
Jk~it(}~)~~
Richard Furgiuele I
Enc: Statement showing registration
"Date of death" statement
Copies of fonnslletters sent to bene.
Fifty Years of Excellence
Registered Office: 2025 Oakland Ave.. Indiana. PA 15701 .124.463.1331
. . Account #: 670432184
'. Tax ID/SSN: 191-09-8213
Registration: BRUNA M LANDI
TOO DTD 09-16-97
SUBJECT TO ACCESS TOO RULES
PO BOX 26
MENTCLE PA 15761-0026
Mgmt Co: VAN KAMPEN FUNDS
Fund Name: HIGH YIELD FUND A
View Fund Details
Fund Code: 28--~- .--
Ticker: ACHYX Total Shares: 6,100.1100
CUSIP: 92113K106 Account Value: $22,570.41
Phone II:
Not On File
Enter a price date to retrieve an account value from a previous day.
,(JdL 'if ~ /1./ I L( <Jl -
I I.-
Price Date: 01/06/2005, <::'j
Current Price Date:
Current Net Asset Value:
Current Total Shares:
Current Value:
01/21/2005
$3.7000
6,100.1100
$22,570.41
Price Date:
Net Asset Valu
Total Shares:
Value:
01/06/2005
$3.7300
6,100.1100
$22,753.41
.-.
_/~r
Area Code 724 463-0715
Fax 724 463-9415
PETE
Stewart your friendly auctioneer and realtor-
"
923 Philadelphia Street
Indiana, Pennsylvania 15701
'-../
January 26, 2005
Mr. Dennis Landi
607 Brad Street
Shippensburg, P A 17257
Dear Sir:
Ref: Bruna Landi Estate
As requested by you I have appraised the personal property owned by the Bruna Landi
Estate located at 10015 Route 553 in the Village ofMentcle, PA, Pine Township, Indiana
County, PA. Please find listed below the name of the item, its location in the home, and my
opinion of value.
BASEMENT:
1.
2.
3.
4.
6.
7.
8.
9.
10.
II.
Sears Kenmore Dryer
Kenmore Automatic Washer
Green Davenport & Chair
Coffee Table
Two end tables
Ironing board and iron
Wards older upright freezer
Folding table
Window Fan
Old sweeper
$
80.00
100.00
10.00
5.00
5.00
5.00
20.00
8.00
5.00
5.00
STAIRWAY:
12.
13.
Hoover scrubber
Tank type sweeper (old Montgomery Ward)
15.00
5.00
Mr. Dennis Landi
Ref: Bruna Landi Estate
January 26, 2005
Page 2
KITCHEN:
14 . Westinghouse refrigerator
15. Electric Stove stays with home
16. Service for 8 - dishes
17. Canister set
18. Odd dishes - cups and etc.
19. Cooking ware
20. Small electrical appliances
21. Glasses and kitchen supplies
22. Five piece dinette set
23. Microwave & convention oven combination
24. Silverware and etc.
DINING ROOM:
25. Set of dishes - service for 12 Made in Japan
26. Small stand
27. Nine piece dining room suite with water fall front
28 Nelco portable sewing machine
29. Electric sewing machine - old
30. Milk glass & glassware in corner what not shelf
LIVING ROOM:
31. Love seat & davenport - old
32. Maple coffee table
33. Two end tables with book shelf
34. Two table lamps
35. Stereo
36. Green chair and ottoman
37. Floor lamp
38. Tall book case
39. Contents of book shelf
40. Mild glass dish on top of book shelf
$
125.00
30.00
5.00
20.00
20.00
28.00
12.00
12.00
10.00
10.00
50.00
12.00
100.00
12.00
5.00
30.00
50.00
25.00
20.00
10.00
5.00
10.00
5.00
25.00
6.00
5.00
Mr. Dennis Landi
Ref: Bruna Landi Estate
January 26, 2005
Page 3
SECOND FLOOR: FRONT SOUTH BEDROOM:
41. Four piece bedroom suite painted white
$
30.00
FRONT NORTH BEDROOM:
42
Three piece bedroom suite - Blonde color
30.00
BACK NORm BEDROOM:
43 Cedar chest
44. Double bed
45. Chest of drawers & Mirror
46. Youth bed
47. Stand
25.00
20.00
10.00
5.00
5.00
SOUTH BACK BEDROOM:
48. Four piece bedroom suite -light blonde color
49. Desk and chair
50. Wicker chair
51. Lamp
52. Miscellaneous lawn furniture, linens, bedding,
pictures and etc.
50.00
5.00
5.00
3.00
100.00
TOTAL APPRAISED V ALUE_................................$ 1,193.00
I found the items clean and nicely arranged in the dwelling. All items were presumed to
be usable. I found the furnishings to be older and serviceable, but not in the antique stage. I am
assuming Mrs. Landi was older and satisfied with the common things oflife. The living
atmosphere appeared to be in a homey setting. I hope the above meets your approval and needs.
Thank you for the privilege of serving you. If any further data is needed, please feel free to
contact my office.
Yours Truly,
{J-itv~
Pete Stewart
Auctioneer & Realtor
PSlbs
Enclosure: Appraisal
REV-159.9 EX + (6-98)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Landi Bruna Marie
FILE NUMBER
21 05
K an asset was made joint _n one yea, of the decedents date of d_. K must be reported on Schedule G.
87
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Clara McClure
Sister
B
c
JOINTlY-OWNED PROPERTY:
lETIER DATE DESCRIPTION OF PROPERTY 'ioOF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANClAllNSflTUTION AND BANK ACCOUNT NUMBER OR SIMIlAR DATE OF DEATH !JEWS VALUE OF
NUMBER TENANT JOINT lOENTlfYING NUMBER All ACH DEED FOR JOINTlY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENrS INTEREST
1. A. 6/1/00 PNC Bank Checking A:count #7025331 7,066.88 50. 3,533.44
TOTAl (Also enter on 6ne 6, Recapitulation) $ 3 533.44
(If more soace is needed. insert additional sheets of the same size)
MAR-29-2005 23:24
PNCBm<
0PNCBAN<
March 30, 2005
Wayne F. Shade
Attorney at Law
53 West Pomfret Street
Carlisle, PA 17013
RE: Estate of Bruna Marie Landi, deceased
SSN: 191-09-8213
000: 1/6/2005
Dear Mr. Shade:
412 768 3458 P.02
In response to your request for Date of Death balances fur the customec ROUld above, our
records show the following:
CertifKates or Depo.it
Account#311000518J9
BRUNA M LANDlITF
GERALD ANTHONY LANDI
DOO balance: $4,009.96 + $3.63 accrued interest
ACCOWlt #31600051498
BRUNA M LANDI ITF
DENNIS VICTOR LANDl
000 balance: $4,009.96 T $3.63 accrued interest
Checking Account
Account #7025331
BRUNA M LANDI
CLARA MCCLURE
DOD balance: $7,066.88 (non-interest bearing)
'page I of 2
Established 08108/1996
Establisbed 08/08/1996
Established 06/01/2000
I'IHK-~~-~ ~.j;~4
I-'NCI:lHNI<.
412 768 3458
P.03
Please note that this office only provides date of death balanoes for deposit accounts
(1RAs, CDs, Checking and Savings accounts). We do not process lIDY fiDllnciaI
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
@1QJ2M.RJ;.. ~
Rachelle Wells
1-800-762-1775
P7-PFSC-04.F
SOOfimAve.
Pi~PA1S219
Page2of2
Member POIC
MAR-29-2005 23:24 RNC~(
NUl'ara<tlgtl1 weolSlgt.:ara
412 768 3458 P. 04
!'age I or j
PNC Barlk, National ~~..tion
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TOTAL P .04
REv-1511 EX + II.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Landi Bruna Marie
FILE NUMBER
21 05
87
Debts 01 decedent must be reported on Schedule I.
ITEM .
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Rustic Lodge, Inc., funeral food 1,011.38
2. Shoemaker Monument Company, tombstone engraving 80.00
B. ADMINISTRATIVE COSTS:
1. Persona! Representative's Commissions
Name of Personal Representative (,;)
Social Security Numbe~s)IEIN Nun ber of Personal Representative(s)
S1ree1 Address
City Slale Zip
Yea~s) Commission Paid:
2. Attorney Fees Wayne F. Shade, Esquire 5,000.00
3. Fami~ Exemption: (W _s address is rot the same as c1aimanfs, attach explanation)
Claimant
Street Address
City Slale Zip
Relationship of Claimant to Dec:edelt
4. Probate Fees Register of Wills of Cumberland County, PA 253.00
5. Accountanfs Fees
6. Tax Retum Preparers Fees
7. ICMSA, water and sewer 46.80
8. Shaner Bros., fuel oil 195.00
9. Cumberland Law Journal, ad~ertise Letters Testamentary 75.00
10. Pete Stewart, appraisal fee 150.00
11. The Sentinel, advertise Lette~; Testamentary 137.03
12. Shaner Bros., fuel oil 65.00
13. Putt Real Estate, appraisal fel! 300.00
14. Penelec, electric service 45.87
15. Verizon., telephone service 37.83
16. Bence Mihalcik Funeral Home., death certificates 36.00
17. Register of Wills, Short Certifi::ate 4.00
18. Shaner Bros., fuel oil 275.72
TOTAL (Also enler on line 9, Recapitulation) $ 9 200.29
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
. landi, Bruna Marie
Decedent's Name
Page 1
21 05 87
File Number
Schedule H - Funeral Expenses & Administrative Costs - B7.
ITEM
NUMBER
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
DESCRIPTION
I.C.M.S.A., water and sewer
Verizon, telephone service
Penelec, electric service
I.C.M.S.A., water and sewer
Verizon, telephone service
Shaner Bros., fuel oil
Penelec, electric service
Joan C. Stupic, county and local real estate tax
I.C.M.S.A., water service
Verizon, telephone service
Penelec, electric service
I.C.M.SA, water service
Cambria County Mutual Insurance Co., homeowner's insurance
Verizon, telephone service
Penelec, electric service
Hugill Sanitation Inc., trash removal
Register of Wills, Pennsylvania Inheritance Tax Return
Register of Wills, reserve for filing account, etc.
20.00
54.74
45.95
27.00
48.62
281.92
27.89
82.53
20.00
40.63
22.35
34.00
90.00
34.96
47.07
245.00
15.00
350.00
SUBTOTAL SCHEDULE H-B7
1,487.66
REV~1512 EX + (6-98)
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Landi Bruna Marie
FILE NUMBER
21
05
87
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Chambersburg Hospital, uninsumd medical expenses
VALUE AT DATE
OF DEATH
182.00
2. Carlisle Regional Medical Center, unreimbursed medical expenses
163.03
3. High Mark Security Blue, health insurance premium
43.53
4. PNC Bank, canceled check retur1 fee
1.00
5. Joan C. Stupic, per capita tax
4.90
6. Carlisle Regional Medical Center, unreimbursed medical expense
20.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheers of the same size)
414.46
R~_1513:EX+(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
L"nrli RrUM M"ri"
SCHEDULE J
BENEFICIARIES
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pnelude outlighlspou,;al distributions, and transfers under
Sec. 9116 (a) (1.2)1
FILE NUMBER
21 O~
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
R7
AMOUNT OR SHARE
OF ESTATE
1.
Clara McClure
20 Filbert Street, Apt. C
Homer City, PA 15748
Gerald Anthony Landi
21336 Comus Court
Ashburn, VA 20147 ,
Dennis Victor Landi
607 Brad Street
Shippensburg, PA 17257
Sibling
3,533.44
2.
Lineal
3.
Lineal
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAl OF PART 11- ENTER TOTAL NON-TI,XABLE DISTRIBUTIONS ON LINE 130F REV-l500 COVER SHEET $
(If more srace is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
BRUNA MARIE LANDI
I, BRUNA MARIE LANDI, of the Township of Pine, County of Indiana and
Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make and
publish this my Last Will and Testament, hereby revoking and making void all former Wills by me
at any time heretofore made.
FIRST: I direct that all my just debts and funeral expenses be paid as soon as conveniently
practical after my death.
SECOND: I give the residue of my estate to my sons, Dennis Victor Landi and Gerald
Anthony Landi, in equal shares.
TIDRD: I direct that all estate, inheritance and other taxes in the nature thereof, together
with any interest and penalties thereon, becoming payable because of my death with respect to the
property constituting my gross estate for death tax purposes, whether or not such property passes
under this Will, shall be paid from the principal of my residuary estate, and no persons receiving or
having a beneficial interest in any such property, whether under this Will or otherwise, shall at any
time be required to contribute to or refund any part thereof; PROVIDED, however, that this direction
shall not apply to the taxes on any property included in my estate solely because of a power of
appointment thereover which I possess but have not exercised.
FOURTH: I appoint my sons, Dennis Victor Landi and Gerald Anthony Landi, as Executors
of this my Last Will and Testament. I direct that no fiduciary acting here under shall be required
to post bond in any jurisdiction.
~_~ ;7;. (~~~
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 29th day of June,
2000.
~(;hd~)
BRUNA MARIE LANDI '
Signed, sealed, published and declared by BRUNA MARIE LANDI, the Testatrix above
named, as and for her Will in the presence of us, who at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as witnesses hereto.
~ C-C ~
Vld C. Serene
180 Church Avenue
Indiana, Pennsylvania 15701
~~\& ~~~
Denelle R. Plavi
711 East Pike
Indiana, Pennsylvania 15701
ee~ 07'-t!-eu.MJ
Clara McClure
20 Filbert Street, Apartment C
Homer City, Pennsylvania 15748
2
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF INDIANA
We, Bruna Marie Landi, David C. Serene and Clara McClure, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing Will, being first duly sworn according to law,
do depose and say that the Testatrix signed and executed the foregoing instrument as her Will, that
she signed willingly, that she executed it as her free and voluntary act for the purposes therein
expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will
as witnesses, and that to the best of the knowledge of each of them, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
~~ ,.--h) ;?J~n/@JiSTATRIX)
Bruna Marie Landi
~L~
Da d C. Serene
(WITNESS)
&;.J,0Jf~
Clara McClure
(WI1NESS)
Subscribed, sworn to and acknowledged before me by Bruna Marie Landi, the Testatrix and
subscribed and swom to before me by David C. Serene and Clara McClure, the witnesses to the
foregoing instrument, this 29th day of June, 2000.
~ ~A.~~t) .\\~()~~
Notary Public -
Nolarial See!
DenelIe A. P1av1, Notary PublIc
White Twp., Indiana County
My Commlssioft Elcpires Nov. 13, 2000
Member, l'9imSylvania 01 olanes
3