HomeMy WebLinkAbout01-18-06
jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
I
David E. Hershey
Bradley A. Winnick
Thomas M. Clark
Ari D. Weitzman
THE WILEY GROUP
Attorneys at La",
January 16,2006
Wiley, Lenox, Colgan & Marzzacco, P.c.
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
In Re: Estate of Scott Ian, deceased
File Number 21-05-00956
Dear Register:
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also, enclosed is a check in the amoun1 of
$30.00 for filing fee.
Please note the postmark date, to insure the 5% discount. Three months from the date of death
falls on a holiday in which the post office is closed.
I would appreciate if you would return the recording receipt to my attention in the enclosed
envelope.
Thank you for your cooperation.
Sincerely,
(JUi!) AJ-t2JiJ; Lb..{)
Dawn Gladfelter/ Assi;tpht'-/" -
/dg
encI.
130 W. Church Street, Suite 100 · Oillsburg, PA 17019 · Phone: (717) 432-9666 . (800) 682-4250 . Fak: (717) 432-0426
Offices in Harrisburg. York · Carbondale
www.wileygrouplaw.com
Register of Wills of
Cumberland
County, Pennsylvania
INVENTORY
Estate of
Scott Ian
No.
21-05..00956
also known as
. --,-Deceased
Date of Death 10/1 /2005
- ------- ---'----------
Social Security No. 225- 8-1279
David A. Decreny Sr.
The-PersonaTRepresentative(s) of the-aboveEstate, deceased, verify that the items appearing in the foiioWinfg Inventory-
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of ,pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as qf the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of PennsyloJania except
that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 P~. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
David J. Lenox
Personal Representative r
Signature: "\> - '. jD jL--;( ~ "-
ri~Decren~tJ
Signature:
I.D. No.:
29078
Firm: .The Wile}'.GrgJ.IP~ PC
Signature:
Address: 130 W. Church Street
DiI.lsburQ, PA_.!Z.01 ~_._ ~_.
Telephone: 717 -432-9666
Address: 203 Wood Street
Camp Hill, PA 17011
_.,-----~. ...--------------.
Telephone: 717-731-1839
-....----..- -----
Dated: / /I'!:'/ d 0
Personal Property
Cash...............................................................................................
M iscella neous Property.............................. .... ..... ..... ....................
Stocks/Listed.................................................................................
Stocks/Closely Held......................................................................
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
1,769.70
19,905.00
,--,:..,
c"\
Total Personal Property.........................................
21,674.70
Total Real Property................................................
158,204.10
179,878.80 I
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
REV-1500 EX + (6-00)
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
FILE NUMBER
II 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00956
I-
Z
W
C
W
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c
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl)
Ian, Scott
DATE OF DEATH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
225-98-1279
DATE OF BIRTH (MM-DD-YEAR)
10-16-2005
08-12-1957
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
W
I-
><:~en
olt:><:
w!LO
:rOO
olt:..J
!LID
!L
<(
[!J 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach
copy of Will)
o 9. Litigation Proceeds Received
o
o
o
o
4a. Future Interest Compromise (date of death aller
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal PovertY Credit (date of death between
. 12-31-91 and 1-1-95)
2. Supplemental Return
o 3. Remainder Retum (date of d~ath prior to 12-13-82)
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 O)
I-
Z
W
C
Z
o
!L
en
w
It:
It:
o
o
NAME
David J. Lenox
FIRM NAME (If applicable)
The Wiley Group, PC
TELEPHONE NUMBER
717-432-9666
COMPLETE MAILING ADDRESS
130 W. Church Street
DiIIsburg, PA 17019
(1) 158,204.10
(2) None
(3) None
(4) None
(5) 21,674.70
(6) 1,641.03
(7) None
(8)
(9) 156,602.94
(10) 730.42
181,519.83
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
OFFICIAL USE ONLY
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:s
::)
l-
ii:
c(
o
w
a:
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
-~-l
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11 )
157,333.36
24,186.47
0.00
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
24,186.47
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z
0 (16)
i= 16. Amount of Line 14 taxable at lineal rate 24,016.26 x .045
~
::)
a.. 17.Amount of Line 14 taxable at sibling rate 170.21 x .12 (17)
:e
0
0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
x x
~ 19. Tax Due
(19)
0.00
1,080.73
20.43
0.00
1,101.16
20. [K]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?.............................................................
2. 'If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?. ......... ....... ..................................................................................................... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................................................................................... 0 ~
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 pe~UIY, I declare thai I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct an,d
complete. Oeclaration of reparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN AODRESS
Qavid A. De reny Sr.
Decedent's Complete Address:
STREET ADDRESS
205 Wood St.
CITY Camp Hill
STATE P A
ZIP 1 7011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
1,379.44
55.06
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
TotallnteresUPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. 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 BOCKS
Yes
~
.it,
203 Wood Street
Camp Hill, PA 17011
FOR FlUNG RETURN
ADDRESS
ADDRESS
130 W. Church Street
DiIIsburg, PA 17019
1,101.16
1,434.50
333.34
No
~]
~]
~]
~)
~I
~I
DATE
/
'.3/ tJ?
DA1'E
D~
I /,3JtJ~
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 fQr 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 survivin~ 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 th~ 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 noteq 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 P.S. 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.
Rev-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ian, Scott
FILE NUMBEIR
21-05-0095
All real property owned solely or as I 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 jolntly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Sale of property situate at 203 Wood St., Camp Hill, PA:
157.500.00
2
Tax proration due estate from sale of property situate at 203 Wood St., Camp Hill,
PA:
704.10
TOTAL (Also enter on Line 1, Recapitulation)
158.204.10
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
..
HUj) - I Ui'iIl<ORi'>'/ SEnU.M~i'll SiAl EMbyr
OMB Approval No. 2502-0265
'\. U.S. DEPARTMENT OF HOUSING AND l'RBAN DEVELOPMENT SETTLEMENT STATEMENT
B. TYPE OF LOAN 6. File Number: 7. Loan Number:
1. FHA 2. FmHA 2005-062 40476828
3. X Cony. Unins. 4. VA 5. Cony. Ins. 3. MOltgage Insur:mce Case Number
Not Aoolicable
C. NOTE: This tonn is furnished to give you a statement of acruai settlement costs. Amounts paid to and by the settlement agent are shuwn. Items marked "(p.o.cf
were paid outside the closing; they are shown here tor intonnational purposes and are not included in the totals.
NOTE: TIN = Taxoaver's Identitication Number
D. NAil-IE AND ADDRESS OF BORROWER: E. N,\;vIE. ADDRESS AND TIN OF SELLER: F. N,"'\IE ,\ND :\.DD~ESS OF LENDER:
~Jecoj sa Laganin Estate of Scott Ian MORTGAGE IT , INC
Bczana Laganin David A. Decreny, Sr., ?dmin 33 lVlaiden Lane, 96th Floor
211 Pinceton Avenue 203 Wood Street New York, NY 10 38
Ca:::p Hill, PA 17011 Camp Hill, PA 17011 i
20-6708434 i
G. PROPERTY LOCA TlON: H. SETTLENIENT AGENT NAivlE. ADDRESS AND TIN
,
203 Wood Street Richard P. Mislitsky, Esquire 25-~872066
Camp Hill, PA 17011 1 West Hicrh St Suite 208 Carlisle PA 17013 i
PLACE OF SETTLEMENt I. SETTLEl\lENT DA T~
I
Hill/Cumberland 12/28/2005 I
30:::-0 of Camp 3425 Ma:::-ket Street I
Came Hill PA 17011
J. SUMNIARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TR-\..'I ACTION
lOll. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOlJNT DUE TO SELLER:
I I) t. Contract sales orice , 157 500.00 ... . 40 1.- Contract sales orice 157 500.00
102. PersonalorooertY 402. Personalprooertv
103. Settlement charges to borrower ILine 1~001 5 490.85 403. .
[04. 404.
105. . 405.
Adiustments tor items oaid bv seller in advance Ad'ustments for items oaid bv seller in advance
.06. City/town taxes 406. City/town taxes
07. Countvtaxes 12/28/2005-12/30/2005 3,85 407. County taxes 12/28/2005-12/30/2005. 3.85
08. Assessments 403. Assessments -
09. Sewer Adiustments 0.98 409. Sewer Adiustments , 0.98
10. School Tax 12/28/05-06/30/06 699.27 410. School Tax 12/28/05-06/30/06 699.27
I !. 411.
12. 412.
20. GROSS AMOUNT DUE FROM BORROWER 163 694.95 420. GROSS A.i\,rOUNT DUE TO SELLER 158 204.10
00. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
o I . Deposit or earnest money 5 000.00 50 I. Excess deposit
02. Principal amount of new loan/sl 101 000.00 502. Settlement char"es to seller (Line 140m 12 464.44
03. Existinllloanlsl taken subiect to 503. Existing loanls) taken subiect to
04. 504. Pavoffoffrrst mortgage loan Countrvwide 107 567.11
05. 505. Payoff of second mortllaoe loan
06. 506.
07. 507.
08. 508.
09. 509.
Adiustments for items unnaid bv seller Adiustments for items unpaid bv seller
10. City/town taxes 510. City/town taxes
II. County taxes 5 I I. County taxes
12. Assessments 512. Assessments
U. 513.
14. 514.
15. 515.
16. 516.
17. 517.
18. 518.
19. 519.
~O. TOTAL PAID BY/FOR BORROWER 106 000.00 520. TOTAL REDuCTION AMOUNT DUE SELLER 120 031.55
163 694.95
106 000.00
57 694.95
158 204.10
120 031. 55
38 172.55
SELLER'S STATEMENT
1e information contained in Blocks E, G, H, and I and on line ~Ol lor, ifline 401 is asterisked.line 403 and 404) is important tax information and is ~eing furnished to the
temal Revenue Service (see Seller Certification). If you are required to tile a return, a negligence penalty or other sanction will be imposed on you if \his item is required
be reported and the IRS determines that it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identitlcation number. If you
' not provide the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law~ Under penalties of
%jury, I certitY that the number shown on this statement is my correct taxpayer identitication number. I
;dlcr's Signarure)
Estate of Scott Ian
(Seller's Signarurel
David A. Decreny, Sr., Admin
EASY SOFT, Inc. 2001 Previous editions are obsolete
Page I
form HUD-I (3/86) ref Handbook 4305.2
700. TOTAL SALES/BROKER's COMMISSION based on orice $ 157 500.00 @ 6.000% PAID FROf'v1 PAID FROM
Division of Commission (!ine 701)1;IS tallows: BORROWER'S SELLER'S
70J. '5 -l 750.00 to Dains Real Estate FUNDS AT FUNDS AT
iO:. 'S 4 700.00 to ReMax Realtv Associates Inc. SETTLEMENT SETTLEMENT
70:. Commission oaid at S~nJement 9 450.00
704 Transact ion Fee to ReMax Realtv Associates. ..L~C. 195.00
800. ITEMS PAYABLE IN CON.'iECTION WITH LOAN
dO!. Loan Orie:ination F~e :5
.:\e. [e>an Discount $
S03. .-I.nnraisal Fee to
,~I)J. Credit renort to
80.'. Lender's Insnection Fee 1
806. Aooli-:;at 1 on Fee to pp'mier Fundincr Inc. 5325.00 iPOC)
SIJ7. ;:>rocessina Fee to Premier Fundinq Inc. 150. 0
308. E'lood Certification to MortaaaeIT 14 . 0
:!()ll: underwri tinq Fee to MortoaoeIT 500. ( 0
8 to. Tax Service Fee to MortcraqeIT 69. ( 0
~!I.Wire Transfe:::- f== to Mortoaoe'T 20.( 0
8"
313. [\I!orf:oaoe broker to Premier Fundino $828.20 (POC bv Mortcraoe;T)
901). ITEMS REOUIRED BY LENDER TO BE PAID IN ADYAt'lCE
90 I. Imerest from 12/28/2 005 -12 / 31 / 2 005 @ $16.122 ner dav 64.53
902. Morte:a<>e Insurance Premium for
903. Hazard insurance Premium for 1 year (s) to Travelers Insurance Comnanv 368.00
904.
905. .' ;
1000. RESERVES DEPOSITED WITH lENDER
100 L Hazard insurance 3 month(s) @ 530.67 ner month 92.0
IOO? Mortl!:al!:e insurance
1003. City Pronertv Taxes .
1004. County Prooertv Taxes 12 month(s) @ $38.25 ner month 459.00
1005. Annual assessments
1006. School 7 month(s) @ $115.60 ner month 809.2m
100,. ,
1008. Aggre<>ate Accountinl!: Adiustment -436.64
1]1)0. TITLE CHARGES !
II ill. Settlement or c1osinl!: fee to
1102. Abstract or title search to Cumberland Perry Abstract llS .50
1103. Title Examination to
[104. Title insurance binder to
{ 105. Document orenarntion to
1106. Notary fees to D . Swiaert 10.od
! 107. Attornev's fees to ,
{includes line numbers: %t:i'~~~g\'$fi~ ,-" ~,.~'~~;
108. Title lnsurance to Securi tv Title/R. Mislitskv/K. Ledebohm 1 148.75 I
(includes line numbers: 1103 1104 (5636.75 RPM. $512.00 KML)- -~,
109. Lender's covera<>e S 0.00
I to. Owner's coverae:e S 157500.00
Ill. Endorsements 100 300 8.1 to Securitv Title/K. Ledebohm 150.00
112. Insured Closino Letter to Security Title 35.00
113.
200. GOVER.J~MENT RECORDING A.l\'D TRANSFER CHARGES
20 I. Recordine: fees: Deed $ 39.50 Mortgaoe $ 64.50 Release $ 104.00
202. Cityicntv tax/stamns: DeedS Mortl!:a"e $ 1 575.00
203. State tax/stamos: Deed S MOr!l!:aae S 1 575.00
204.
205. Estate Tax to Reqister of Wills 1 379.44
300. ADDITIONAL SETTLEMENT CHARGES
301. Survey to
302. Pest inspection to
303. Sewer navrnent to Camn Hill Borouah 60.00
304. Courrier Fee to Federal Exnress/ RPM 30.00
305. Wire Fee to Sovereicrn Bank 10.00
306. Tax Certification to Janet L. Miller/RPM 5.00
~OO. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section I() 5 490.85 1-' 464.44
~. ERTIFICATION: I have carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief. it is a true and accurate st~tement of all reeei ts and
L. :,1<.,11 Ll!,iVlf.~ r CHA.lH..1<.,oS
p
,b~mro" =do 0" my -~, "' by mo . ilil, _~'I"" I furth~ oMlfy ,,," 1 =oh."h oopy o"bo HOD-I Sottl=ro, S"'=~
;oll.~ S,tate of Scott Ian Bo=w~ ?u'10~~aganin.c.'O~Q~
~""'A 11 ~- fJA/ s: A '//1;1. ptJ2CUt.O( r/a~I~'
eller D~~:~creny tq:::t-. , Borrower Bozana La~nin ,
" 'J)..I-;cttl=ro, S",,_, whkb I "wo ~d " , d ,~~" ~o~' of" fu",,, d.b='" " '" bo w.b='" by 'bo """=1",,,, ~ F of" ""1_' of
is transaction. I
!
12/28/2005 I
ettlement Agent K rl . Led ohm, squire Dat~
ARl'.J ING: It is a crime to knowingly make false statements to the Unit tates on this or any other similar form. Penalties upon conviction can include a fine and
'prisonment. For details see: Title IS U.S. Code Section 1001 and Section 1010.
EASY SOIT. Inc. 200 I Previous editions are obsolete Page 2 form HUD-I (3i86) ref Handbook 4305.2
Rev-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TN< RETURN
RESIDENT DECEDENT
ESTATE OF
lan, Scott
FILE NUMBE R
21-05-00951
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Sovereign Bank Account #2331036667:
I
1 VALUE AT DATE
i OF DEATH
1.769.70
2 2002 Chevy Tahoe:
17.905.00
3 Misc. personal property and household furnishings:
2.000.00
TOTAL (Also enter on Line 5, Recapitulation)
,
i
21.674.70
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1509 EX+ (6-98)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
lan, Scott
FILE NUMBE~
21-05-0095$
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
A. David A. Decreny Sr.
ADDRESS
I
RELATIONSHIP TO DECEDENT
;
205 Wood St.
Camp Hill, PA 17011
Brother
B. B. Vesta Decreny
205 Wood St.
Camp Hill, PA 17011
Mother
c.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A&B 2/14/2000 Sovereign Bank Account #2331036632: 1.021.30 33.333o/t 340.43
,
I
2 B 11/10/2000 Sovereign Bank Account #2331048851: 2.601.19 50.000% 1.300.60
TOTAL (Also enter on Line 6, Recapitulation) 1.641.03
..
(If more space IS needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F {Rev. 6-98)
Court Ordered Processing / MA 1 MB3 02-10
- P.O. Box 841005
Boston, MA 02284
December 23,2005
The Wiley Group
Attorneys atLaw
--now. Church St.
_ Dillsburg, P A 17019
RE: Estate of: Scott Ian
Date of Death: Odober 16, 2005- _
Dear Mr. Lenox:
Per your request, enclosed please find the account information as of date of death fot the
above-named decedent. Please note the balances do not include accrued interest. .
If you should have any further questions, please do not hesitate to call.
Very truly yours,
~---
~.~ >.
Linda Spavento -
OAG Team Leader
(617) 533-1789
(617) 533-1931-fax
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Scott Ian
225-98-1279
October 16, 2005
Account #: 2331036632 . Type: Checking
In the name of: B Vesta Decreny or David Alan Decreny or Scott Ian
Date of Death Balance: $1,021.30
Int.(YTD) from 1/1/2005 . to 9/24/2005
Accrued interest to date of death: $0.05
Other Info:
i
I
Open date: 44/2000
I
$0.63 :
. Account #: 2331036667 Type:
In the name of: Scott Ian .
Date of Death Balance:
Int.(YTD) from 1/112005 to
Accrued interes.t to date of death:
Other Info:
Checking
Open date: ~ 4/2000
$1,769.70
2/14/2005
$0.00
I
$0.25 ;
I
Account #: 2331048851 Type:
In the name of: B Vesta Decreny or Scott Ian
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
Money Market
Open date: 11/10/2000
$2,601.19
9/30/2005
. $0.38
$9.92
Page 1 of 1
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REV-1151 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
lan, Scott
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-05-00956
ITEM DESCRIPTION I\MOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS: I
I
1. Personal Representative's Commissions
David A. Decreny Sr.
Social Security Number(s) I EIN Number of Personal Representalive(s):
225-98-1279
Street Address 203 Wood Street
City Camp Hill State PA Zip 17011
-
Year(s) Commission paid 2006 9,075.00
2. Attorney's Fees The Wiley Group, PC 8,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills: 330.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
I
7. Other Administrative Costs 139,197.94
See continuation schedule(s) attached I
TOTAL (Also enter on line 9, Recapitulation) I 156,602.94
I
1
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Sch~dule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COWMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Ian, Scott
ESTATE OF
FILE NUMBE~
21-05-0095'
ITEM
NUMBER DESCRIPTION
1 Camp Hill Borough (sewer):
2 Chimney Sweep Services:
3 Countrywide (payoff mortgage):
4 Cumberland County Law Journal (advertise):
5 Dains Real Estate and ReMax Realty Assoc., Inc:
6 Housecleaning expenses, supplies for house repairs:
7 Legget, Inc. (sump pump for house):
8 M&T Bank (Tahoe payoff):
9 Recorder of Deeds (transfer stamps):
10 Register of Wills (filing fee):
11 The Carlisle Sentinel (advertise):
12 U-Haul (personal property & gas):
i
AMOUNT
i 60.00
186.00
107.567.11
75.00
9.450.00
850.00
373.00
17.773.18
1.575.00
30.00
151.55
1.107.10
Subtotal
139.197.94
Copyright (c) 2002 form software only The Lackner GrouP. Inc.
I
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COM\4ONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
lan, Scott
FILE NUMBE~
21-05-0095
Include unrelmbursed medica' expenses.
ITEM , VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Comcast: 90.50
2 PA American Water: 61.63
3 Patriot News Co.: 17.20
4 PP&L: 136.52
5 State Farm (car insurance): 163.64
6 UGI Utilities: 260.93
i
TOTAL (Also enter on Line 10, Recapitulation) !
I 730.42
I
Ifm .. n a i
( ore space IS needed, addltlo al p ges of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
.
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMSijR
lan, Scott 21-05-00956
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AM~UNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) i ($$$)
Do Not List Trustee(sl
I. TAXABLE DISTRIBUTIONS [include outright srrousal
distributions, and ransfers
under Sec. 9116(a)(1.2)]
1 B. Vesta DeCreny Mother one hundred
205 Wood St. percent of
Camp Hill, PA 17011 residuary
&_..
2 David A. Decreny, Sr. Brother 120.71
205 Wood St.
Camp Hill, PA 17011
,-
i
Total 120.71
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS: i
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 I 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Sch~ule J (Rev. 6-98)