HomeMy WebLinkAbout08-07-06
REV-1500 EX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
;li 06
(OUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0316
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Renda, Lucy A.
DATEOi= DEATH (MM-=OD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
03-26-2006
07 -06-1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
x 1. Original Return
2 Supplemental Return
206-05-7126
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Rernalnder Return (date of death prior to 12-13-82)
x 6. Decedent Died Testate (Attach
copy of Will)
9. Litigation Proceeds Received
4a. Future Interest Compromise (date of death after
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)
8. Total Number of Safe Deposit Boxes
4. Limited Estate
5. Federal Estate Tax Return Required
11.Election to tax under Sec. 9113(A) (Attach Sch 0)
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THIS SECT!Q~~U~ .!'l.l:_~OMPLErED. ALL c;OR~ESP_ONDE:N_CE AND_CONF-'-DE~mAL TAX 1~1=.()~~~'-ION~IiOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
James G~Morg~!1, Jr.
FIRM NAME (If applicable)
Tucker Arensberg, P .C.
TELEPHONE NUMBER
(717) 234-412~
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) Separate Billing Requested
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
111 North Front St.
POB 889
Harrisburg, PA 17108-0889
118,811.'16
11,413.i07
None
None
66,655.48
None
None
(8)
196,879.71
13,443.21
228.80
(11 )
13,672.01
183,207.70
0.00
(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)
183,207.70
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00
0.00
0.00
27,481.16
27,481.16
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20. [K]
>> BE SURE 'to ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Copyright 2002 form software only The Lackner Group, Inc.
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
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0 .045 (16)
i= 16.Amount of Line 14 taxable at lineal rate 0.00 x
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0. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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(,) 18. Amount of Line 14 taxable at collateral rate 183,207.70 x .15 (18)
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~ 19. Tax Due
(19)
Fo'm REV-1500 EX (Re,. 6-~
Decedent's Complete Address:
STREET ADDRESS
100 Mt. Allen Drive
CITY Mechanicsburg
STATE P A
ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
27,481.16
27,400.00
1,374.06
Total Credits (A + B + C)
(2)
28,774.06
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT (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 theTAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
1,292.90
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;... ................................................. x
b. retain the right to designate who shall use the property transferred or its income;........ x
c. retain a reversionary interest; or.. ................................ ............... .................... x
d. receive the promise for life of either payments, benefits or care?..... ........................... .............. x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?........................................... ..................... ..........m.... X
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................................... ................................................ x
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 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true. correct and
complete Decl",ation of pre parer other thanth<l),ersonai representative is based-"rJaU information of""hich preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Sandr . Mei on
x
DATE
I
SI~~-bF)JARE 0
James G. Morgan,
1425 Brandton Road
Mechanicsburg, PA 17055
ADDRESS
AN -REPRESENTATIVE
ADDRESS
111 North Front St
Harrisburg, PA 17108-0889
For d es 0 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
surviv g souse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dat 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) (ji)]. The statutedoes not exempt a transfer to a surviving spouse from tax, and tile 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 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
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ESTATE OF
All real property owned solely Of 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 schedul.e F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
1546 Theresa Ave., Library, PA 15129
118,811.16
TOTAL (Also enter on Line 1, Recapitulation)
118.811.16
(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)
Rev-1503 EX+ (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 577778103 24 shares of May Dept Stores Co - Com 71.685 1.720.44
2 577778103 8 shares of May Dept Stores Co - Com 71.685 573.48
3 577778103 16 shares of May Dept Stores Co - Com 71..685 1.146.96
4 48 shares of May Dept Stores Co - Com 71..685 3.440.88
5 48 shares of May Dept Stores Co - Com 71..685 3.440.88
6 704379106 15 shares of Payless Shoesource Inc - Com 22..185 332.78
7 704379106 30 shares of Payless Shoesource Inc - Com 22..185 665.55
8 U.S. Savings Bond Series EE - Serial No. 25.00
L478100047EE - see attached Bond Schedule
Accrued interest on Item 8 through date of death 31.12
9 U.S. Savings Bond Series EE - Serial No. 25.00
L540307898EE - see attached Savings Bond schedule
Accrued interest on Item 9 through date of death 10.98
TOTAL (Also enter on Line 2, Recapitulation) 11.413.07
(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 B (Rev. 6-98)
Rev-15G8 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 PNC Bank - Certificate of Deposit Acct. No. 21000088566
VALUE AT DATE
OF DEATH
19.872.88
Accrued interest on Item 1 through date of death
8.10
2
PNC Bank - Checking Acct. No. 7536043
41.340.75
Accrued interest on Item 2 through date of death
3.77
3
PNC Bank - Savings Acct. No. 6264314
5.375.11
Accrued interest on Item 3 through date of death
4.59
4
State Farm Fire & Casualty - Policy No. 38-01-6888-0 - refund for policy cancellation
35.01
5
Verizon - refund for phone service
15.27
TOTAL (Also enter on Line 5, Recapitulation)
66.655.48
(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-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA TIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21--2006-0316
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 591.63
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees 8,000.00
See continuation schedule(s) attached
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 310.00
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 4,541.58
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 13,443.21
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Griffith Mortuary - funeral
591.63
Subtotal
591.63
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
IFILE NUMBER
21--2006-0316
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Tucker Arensberg, P.C. - attorney fees
8.000.00
Subtotal
8.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills - probate fees
310.00
Subtotal
310.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H-B7
OTHER
ADMINISTRA TlVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
Allegheny Power Electric - final electric bill
6.77
2
Baltimore Crab House - funeral dinner
505.37
3
Brown Shultz Sheridan & Fritz - preparation of 2005 individual income tax return
750.00
4
Cumberland Law Journal - proof of publication
75.00
5
Dominion Peoples - Acct. No. 1460800621987 - final gas bill
167.14
6
Emergency Physicians of Pittsburgh, Ltd. - medical fees
29.60
7
Messiah Village - Nursing home
2,608.00
8
Pennsylvania American Water - Acct. No. 24-0805674-1 - final water bill
34.01
9
Scott Manns - Lawn care
40.00
Seaboard Surety Company - replacement bond premium
76.80
10
St. Joan of Arc - donation to priest for funeral
50.00
11
St. Joan of Arc - alter server donation for funeral
40.00
12
The Sentinel - Legal - proof of publication
137.03
13
U.S. Postal Service - postage for stock certificates
21.86
Subtotal
4,541.58
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Renda, Lucy A.
FILE NUMBER
21--2006-0316
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 South Hills Rehab Assoc. Inc.
VALUE AT DATE
OF DEATH
228.80
TOTAL (Also enter on Line 10, Recapitulation)
228.80
(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 I (Rev. 6-98)
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Renda, Lucy A.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
I.
2
Daniel Fidago
c/o Thomas Fidago
2172 County Road 29
Bellefontaine, OH 43311
Thomas E. Fidago
2172 County Road 29
Bellefontaine, OH 43311
3
4
Kenneth Lastauckas
2152 Lucina Avenue
Pittsburgh, PA 15210
5
Lindsay A. Meilton
1425 Brandton Road
Mechanicsburg, PA 17055
6
Sandra L. Meilton
1425 Brandton Road
Mechanicsburg, PA 17055
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
Grand Nephew
Nephew
Nephew
Grand Niece
Niece
j
T FILE NUMBER
I 21--2006-0316
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ten thlousand
dollars
one half
residue of
estate
ten thousand
dollars
ten thousand
dollars
one half
residue of
estate,
Total
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
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Form PA-1500 Schedule J (Rev. 6-98)
WILL
I, LUCY RENDA, of Library, Allegheny County,
pennsyl vania, revoke my prior wills and declare this to be my
last will:
ITEM I. I direct that all my just debts and funeral
expenses, including the cost of a suitable gravemarker and
perpetual care for my burial plot, shall be paid from the assets
of my estate as soon as practicable after my decease.
ITEM II.
I make the following specific bequests:
A. Ten Thousand ($10,000.00) Dollars to each of the
following individuals:
(1) Helen Pokora;
(2) Daniel Fidago;
(3) Kenneth Lastauckas; and
(4) Lindsay A. Meilton.
B. All my jewelry,
such as Lladros and Hummels,
furs, china, crystal, collectibles,
to Sandra L. Meilton. In the event
that Sandra L. Meil ton should predecease me, said items are
bequeathed to Lindsay A. Meilton.
Page 1 of 7 pages.
shall
c. My three gold pieces in vault
be glven, one each, to Lindsay A.
(safety deposit box)
Meilton, Sandra L.
Meilton and Daniel Fidago.
ITEM III. I give the residue of my estate, real and
personal, to be divided equally between my niece and nephew,
Sandra L. Meilton and Thomas E. Fidago. In the event that Thomas
E. Fidago should predecease me, said residue shall be distributed
to Sandra L. Meilton. In the event that Sandra L. Meilton should
predecease me, Sandra's one-half interest in said residue shall
be distributed to Lindsay A. Meilton.
ITEM IV. If any beneficiary becomes entitled to an
outright distribution of income or principal and is under age 25,
that bene.f iciary I s share shall be distributed to my trustee IN
TRUST and administered as follows:
A. As much of such
trustee may from time to time
beneficiary either shall be paid
applied for his or her benefitj and
income
or principal as my
desirable for that
or her or shall be
think
to him
B. The balance of such income and principal
and the net income from those funds - - shall be kept invested and
managed as a separate trust for that beneficiary, subj ect to my
trustee's powers described in the preceding paragraph. When the
Page 2 of 7 pages.
beneficiary reaches the age of 25, the balance shall be paid to
the beneficiary. If he or she dies before that time, the balance
shall be paid to the beneficiary's issue, per stirpes. In
default of such issue, the balance shall be distributed as part
of the residue of my estate.
Any funds to be applied under this article either
shall be applied directly by my trustee or shall be paid to a
parent or guardian of the beneficiary or to any person or
organization taking care of the beneficiary. ~1y trustee shall
have no further responsibility for any funds so paid or applied.
If my trustee, ln my trustee's sole discretion, determines that
it is desirable to do so, my trustee may end any trust under this
will. This may be done by paying the then-remaining principal
and income of that trust to the person then eligible to receive
the lncome. If any such person is under age 25, my trustee may
pay the funds to his or her parent or guardian or to any person
or organization taking care of the person.
ITEM V. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM VI. All federal, state and other death taxes,
except generation-skipping taxes, payable on the property forming
my gross estate for tax purposes, whether or not it passes under
Page 3 of 7 pages.
this will, shall be paid out of the principal
estate just as if they were my debts, and none
shall be charged against any beneficiary.
of my probate
of those taxes
ITEM VII. I authorize my executor and my trustee:
A. To retain and to invest ln all forms of real
and personal property, including common trust funds operated by
my corporate executor or trustee or any affiliate of it,
regardless of any limitations imposed by law on investments by
executors or trustees! or any principle of law concerning
investment diversification.
B. To compromise
property which, in my executor's
little or no value;
claims and to abandon any
or my trustee's opinion, is of
c. To borrow from and to sell property to my
beneficiaries hereunder, and to pledge property as security for
repaYment of any funds borrowed;
D. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal
property, and to give options for sales or leases;
Page 4 of 7 pages.
E. To join in any merger, reorganization, voting-
trust plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
F. To use administrative or other expenses of my
estate as income tax or estate tax deductions and to value my
estate for tax purposes by any optional method permitted by the
law in force when I die, without requiring adj ustments between
income and principal for any resulting effect on income or estate
taxes; and
G. To distribute in kind and to allocate specific
assets among the beneficiaries (including any trust hereunder) ln
such proportions as my executor may think best, so long as the
total market value of any beneficiary's share is not affected by
such allocation.
These authorities shall extend to all real and
personal property at any time held by my executor or my trustee
and shall continue in full force until the actual distribution of
all such property. All powers, authorities, and discretion
granted by this will shall be in addition to thoE:e granted by law
and shall be exercisable without leave of court.
ITEM VIII. I appoint my niece, Sandra L. Meilton,
executor of this will, but if she for any reason fails to qualify
Page 5 of 7 pages.
or ceases to act, I appoint Roger B. Meilton executor in her
place.
I appoint Sandra L. Meilton trustee under this will.
I
direct that:
A. Any executor may resign at any time without
court approval; and
B. No executor or trustee shall be required to
post bond.
ITEM IX.
The term lIexecutorll and IItrusteell or any
pronoun used to indicate the executor,
trustee,
any other
fiduciary or any beneficiary shall be deemed to apply to one or
more than one person or corporation and to the masculine,
feminine or neuter gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this, my last will, this a.Lf~ day of "\JjC..NdA-~(j- ,2003.
a~~K~
cy nda
(SEAL)
Page 6 of 7 pages.
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
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Page 7 of 7 pages.
COMMONWEALTH OF PENNSYLVANIA )
( ss:
COUNTY OF ALLEGHENY )
We,
LUCY
RENDA,
j1aHl.uv 4 ~Corr-
and
/1/lcj1dla~ F 1;/f'C.WCc'j
respectively, whose names
the
testatrix
and
witnesses,
are signed to the attached or foregoing
instrument, being first duly sworn do hereby declare to the
undersigned authority that the testatrix signed and executed the
instrument as her last will and that she had signed willingly and
that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, In
the presence and hearing of the testatrix, signed the will as
witness and that to the best of our knowledge, the tesatrix was
at that time eighteen years of age or older, of sound mind and
under no constraint or undue influence.
?~,e~
LU. Re da'
/~~A ?
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Witness
---...
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before
appear
SUBSCRIBED, sworn to or affirmed, and acknowledged
me by th~~~~-name? and by the witnesses whose names
above on ~ d-'1~ 200.:? Q
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Notary Public
20120.1
Notarial Seal
Bruce D. Thomas, Notary Public
Bethel Park Bora, Allegheny County
My Commission Expires Apr. 17, 2004
Member, Pennsylvania Assoclaliion 01 Notanes
I. U'i
A. Settlement Statement
u.s. Department of Housing
and Urban Dcvclopmcnt 'i=r
OMll No. 2502.(121)5
)}-,-'!!ll~.!.lr Lonll - ..
L[] FilA 2 I I ('milA 3.1 '1 ('om lInin~6~-t:j-;: ~l~~bC"~-'- - '-1; - l~3n NlI~ber . -- T;-~o~g~gC l~s~ral;c~~~~:~lIm:Cl~
40 VA SIXI COllv.lll' j. 6.(')49Lp.fl. ___. ____________L__.____.__...h.____..____
'C,"Nml:~::h;js form is f"rni;h~d 10 give y;;u'a .~ill~IJ;-~';I-~i' a~;;;;I:';;:llI~;nc~1 costs. Amounts paid 10 and by Ihe selllcmcnt agcnlarc shown,
h('llI.:.~~'.;~~.~~~~~:..!.~._\"el'l; ~~0..::::~~k lhc closing: they are shown '2..c~rormatiollal purposc~ and arc not Included fll lhc tola'~.
FLENNIKEN SETTLI~MENT SERVICES, INC.
THREE GATEWAY CENTER
I NORTII
PITTSBURGII, PA 15222
D, NAME OF nOUROWlm;
Cllrt A. Byc:r1y
ADmmss OF nORROWER: 55 May tide Strcet, Pillsburgh, P A \5227
E. NA1\1I': OF SI':I.LER: lucy t\. !Zc!l(i", ,. wi,!,....
AnDllESS OF SEI.LF.R:
I'. NAME OF U:NllEll:
1:;46 Theresa Avenue, Library, PA 15\29
Dollar Bank, Federal Sayings Blmk
ADDRESS 01' U:NllER:
G. PROI'ERI'V
LOCATION:
Three Gateway Center, Pittsburgh, P A 15222
/54() Thcn;slI A vcnue
LibrM)'. PA 15129
n. SETTLEMENT AGENT: FLENNIKEN SETTLEMENT SERVICES, INC.
Till( mil: 15.1(,1)5734 TIlREE GATEWAY CENTER, \ NORTH, PITTSBURGH,I'A 15222
PLACE OF SKI'TLrCMENT: III REI' GATEWAY CENTER, j NORTH, PITl'SBURGH, P A 15222
I. SErrLEMENT DATE: . 'J
!MMAnV OF BOIUWWER'S TRANSACTION
IOOCiROSS AMOUNf illiE "IWM [)()RROWl'R
H)l&"D.lI'~,1 ,,,t\:, pri!;r
l.021'~rW!H11 pwpcr\y
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120GI\OSS AMtlllN r DUI'I'RUM t)OHROWF!\
~
200AMOllNTS PAlll Ill' Ill{ IN III 11<\1 1 or 1101\I{OWER
7.J)11!tPQ~il nr ~lln_W.~_t I)H_)j1~Y
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2Q9..L.
209b
.:~~2i.~lUSIIlH.llts I'm item, ll11paid hy ,dlcr
2HLCi\Y!!<;>WIII\lXC;' 1!J171Jl)6 tl) 4J2412.Q(l0
f_Lt[.\'J1llJy 1.i\~CS IlL
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214... I!)
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nIL.. IV
219
2_0.TOTAI <\ MOUNTS pMD
1\1' ()I( IN IlI'I 1.\1 H)/, !iOIU(()WI.R ..
JOOCASII AT SETll.I;MENT [R()wm BORROWER
303.CASII IXI \irom l.\ To BORROWER ..
K. SlIMMARY OF SELLER'S T1~ANS^(,TION
400.GROSS ilMOUNT DUE TO SELLF\(
.110.0.QJl.QD .1.QLC.Qn\DJ.LllillL<clPJll:L..___.__ ___._.
_ _...._.... 1!J21'..mQmJ PIQI'~I1Y._...._...
5.45SlJ)J)_1()J,.__._ .._.. _.._
_.. _.._'...'_.. 1Q1c... ... .... ___.... .._ ._ ._. _
_. ....._ 4Q;ic_........ .. __.........._ __ ... __..._. ......m
.. _.'.. _.A\!Justm.\'.llIS (1!.u1<:.ffi';.Nld.b)'.~"_Ugjl!1\9\'ilD.(;S __..__.._..._
'_'_ !!'Q.4.,,(;!l.YjlQ''''nli!J<,C~ _ . .... __._ _ lJ1
_ l24.l4. 1.QE'\l.\l!lIY.!1\'lli. _ . . ....1L24/lilQf2 w12l31/2Qo(,
._.._...... 4QM'h';.!;~'ilJlJ;.IlJL._ ..... _..__......10 _
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:1 1.(1.. . . _.__ _.. ...._19...
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4(i)'
4\2
o
126,114,92 410.(,IWSS AMOUNT DUE TO SELl [R
~
120,655.'
500.REDUCTlONS IN AMOUNT DUE TO SE1.LEI{
__J.JLO lQ LL1i~!,'~:!<!GPQ~iLL~,ulJ.sl.rm:JiQJl,L .oo
.___ ...9fl.Q()(l..oQ iQl..~~!1lgncn1.L11illgG.UQ.gll\~flI1IJG l'!QO) ._..
_.______ ~H~'isti ngJQ~(j;l.1iLksnJi!ilijG.';1.!~L__
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. _...____ .. . ,^:.dJ,:"."~~~(s!or lle'.n~~~.p~.0 b1 s~cr
'. __..1 0l.,82. ,UQ,Cl.ly/lQ.WnJ!1~,_. __. W/;>Q06 10.. 4/2112()Q(j
_...._. ._i!.J.('<;JJ!DLYl<\.XC".. _.. Woo _
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._ 5.Ltl. _'.. 1.\1
519.
520TOTA1. REDUCTIONS IN
96,ln.82 AMOUNT DUE SEL1.ER
(,00.<',\511 AT SFTTI D.H'Xf TO/"RD..I SU I.::'!(
--1]6 11,191 60L(j;:;;-:'.;'.E!~~I~'e i:! ,elim10;:::42rj~'-=--:._1 --1;;.Q./0
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1
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30,012.10 603.CASlI IXl To U From
SEI.LER ..
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II.S llU'AHTMFNT OF IICH/SINC, ANfl IJlUIAN DEVI.! OPMfN'1
SETIllMI-NT STATEMENT
rAGE l
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HQ4.i'n:_dilR~I'\lJl ill_Dullil! l1ilnLElllinal S~~i11~~ _ _::$.iQ.llCI? __._
.!ill2cJ.<:ml<;J\ lnw,ninnl_~<; ___J9__________ ---
81)(l...Mml~~g<; Jn~llllll1\Ccl\Ppli\'OII!On I';:, to
..8JJLRdHlJd Iv li\lrn'W<:F 11) VQ.[!ilrJllllLk.fJ;Q=L5"vJDg~ Hart"'.__._._._ _' ..
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_8D2..Iil1\.5cryj\T . lQ_,J!Q]!EL!.iimk,Jc_<iml Silv.irU!.d1miL._____ c
_8lQ"US_COlTll'l'l\n\'c l'cc IQ cD1)lliJ[_rttnk..rfficrilLSayi!lg~ Dank _.
JlH~c__.___ [0 n__u__C_____.,
.UL___ lQ
.8.13.._____.__. . 10
1.:1.._____. 1R..____,
RIS_ 10
900. IIcllls .!~,:.9l!i;.e" By I.cl1",:;:-1';'-11(' Pai!Llu Advallee
_9.QLlnlnW r"li1\ '\l24!2(J()C) to ;i!1!2Q()!l. __ (u; _ JDQ2I ~Ql!L__
2QLMmll;ili:~IJ\,\lru1\l:c.l'rcll\ililn. !\)r l1Jl)J1Jh~ 10 ______ ..___..
j)J!J...Jl~?Jl!JUI1SlUilll~<: I'J~lI1j\llI! 11'[ y_c.il[, lQ L\!1,Jillc In~IilllC.c COmpiiIlY_.
_9Jtj~______ Y~i1r;' II'
9M. ~il~ ~
1000. Reserv,'s n,'posited With Lellder
! 0Q LIlQl.ilrrl in'\lrilm:<:
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lQ.QL~i.ty pml'GilY_ t'Jw>
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lQQ.5.lH1Dl!~1 i!SSI;"lllclll\
J OQ6..SchQol Taxe;.
lODLu _ c
lO_O.L__ "._
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1100. Tll e 'hilI' ".s.__.________
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1113_ 10
1200. Go\'enlulii!~Cilccor<!i!!.g IIl1d '!i!lnsfc.!:.. Chllr\!,es
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!20L_,__. __.__un'_
1205. ',- 'liU:mm:BLlli..M.\lJ1lml:.c_____......lJCI1I1IKCn Settlemenl Scrvlce,
1_ 00. Addill'Jl~l_!i~c!llcllle!!!.. Charges _______
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J1Q2.r.~:i1.1.l1sp",lj\>1) . tQ
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1309. ____________.____~_
1400. To/al Scllil'lllenl Chftl'gl'S (elller "n lines 103. Section J and S02, SerlionK) ~ 5,459.00 1,741.94
. ________c___~-----.~--_ CEllnFlcATiOi'I'-~ DM!' (\n~/2()06
I have C':i.lrcllllly ICVICWLd thL l ill!) - I S...:nk\nl..'nl S\i\tC\YWI'll ,clnlllu \11.: h.:-s1 01 my krHl\I.'kugc jlll(~ h,-=II(:I, If IS II true and ill.:cllf;j{l' slall,,:ilH.:n[ 01 afT recelpls illld
(ilsburSClllcllts llIi1dl' Illllil'y llcenunl or hy Ill!; In rlll'i triIllSiKIIlIJ1. Ilul'llll:r ~nll(Y thar II\'-I\l' rcc-l.:'l\nJ ,I copy orth!; IIUD - I Sl'IIIl::l1h:nt SlrllC11W1I1
Borrower 'f__;ktJ?td-'234//~/__._- Scllcr
Sandra L M~llttln./ r-~"""""-"""""" ""''-.-''
. ! 2J).QQ0.J)0 (~
'Yu-.,:___
Paid From
Tlerrower\
FUlld, Al
_Selll.ernlOll1
raid From
Selkr"
fund, At
~_C.1JJ"lll<ellL_c
.\0
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to
. ~1'.Q,r.:..
_n ._!r~u.C"
L500)
.J0,QQ
en {1~ cOO_
_ _,____ _2J5,Q.o
.9.'),42
434.@
. 3 mQllili~(f~ .___J(,22
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:I 2M'!
___ 93.72
2.Q.65J,Q
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Borrower
Scller
The lHJU-1 .Scltkm~~l\t St,\\\""'I.'_l1t \",hi-.:h \ h,I\'l..' prl.::p:Hl'i\ h i' true and i.H;Curatc m;count of this (n'llls,H.:tion, I nilvc caused th~ fund.. 10 ne disbur:-;cd in l\ccnnJ.
"nee Wllh IhlS slillel,,"iI t. J~ - ~ FLENNIKEN SETTLEMENT SERVICrS, IN!'.
IV \-"'-'<~.{ Sclllcrncnl ^gCI\[ 'U24!2006__ I) '11 e
\\'ARNING,: illS 11 n[lrH~ [(I kJHl\~'ln,t!h' lTl,~ l' la, 4:;'..rtlll"llH:ilh [l' Ih' llll!!cd S('ltc~ rJilll1:'i (,[ (>r!lI'! rom, Pv:'.:dIIV-': \lpn', \'\\l\\I,'I!\'J'l 1':11) i",\I~I\,'
III)\.' ',md llnpn',ll;))I]I'!:1 1 Ikl,\,~ ,r " 1 ,rl, I I ' , I
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Lucy A. Renda
No.
21--2006-0316
03/26/2006
also known as
Date of Death
. Deceased
Social Security No.
Sandra L. Meilton
The Personal Representative(s) of the a-bove Estate, deceased, verify that the items appearing in the following 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 of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory
are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
James G. Morgan, Jr.
1.0. No.:
06897
Signature:
Firm: Tuc~erAren~bE!rg,_p .C.
111 North Front St.
Address: POB 889
Harrisburg,PA 17108-0889
Telephone: (717) 234-4121
Address: 1425 Brandton Road
Mechanicsburg, PA 17055
Telephone:
Dated:
$f}4 / Uy
Personal Property
Cas h...............................................................................................
Personal Property...... ............. .......... ......... ................ ...................
Stocks/Listed. ..... .................... ... ... ...... ............................... ............
Stocks/Closely Held.... .............. .......... .......... .................. ..... .........
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable....... .................... ............... .....
All Other Property..................................................... ....................
68,655.48
11,320.97
92.10
Total Personal Property.........................................
80,068.55
Total Real Property................................................
118,811.16
Total Personal and Real Property......................... I 198,879.71 I
Total Out-of-State Real Property..........................
~
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
LucyA. Renda
No.
21--2006-0316
also known as
,Deceased
Date of Death 03/26/2006
Social Security No. 206-05-7126
Cash
PNC Bank - Certificate of Deposit Acct. No. 21000088566
19.872.88
Accrued interest on above item through date of death
8.10
PNC Bank - Checking Acct. No. 7536043
41.340.75
Accrued interest on above item through date of death
3.77
PNC Bank - Savings Acct. No. 6264314
5.375.11
Accrued interest on above item through date of death
4.59
Protective Life Insurance Co. (previously known as Jefferson National Life and
First Continental Life Ins. and Alamo Life Ins. Co.
2.000.00
State Farm Fire & Casualty - Policy No. 38-01-6888-0 - refund for policy
cancellation
35.01
Verizon - refund for phone service
15.27
Total Cash
68.655.48
Stock I Listed
24.0000 shares May Dept Stores Co - Com
1.720.44
8.0000 shares May Dept Stores Co - Com
573.48
16.0000 shares May Dept Stores Co - Com
1.146.96
48.0000 shares May Dept Stores Co - Com
3,440.88
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
198.879.71
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Lucy A. Renda
No.
21--2006-0316
03/26/2006
also known as
Date of Death
, Deceased
48.0000 shares May Dept Stores Co - Com
Social Security No. 206-05-7126
3.440.88
15.0000 shares Pay less Shoesource Inc - Com
332.78
30.0000 shares Pay less Shoesource Inc - Com
665.55
Total Stock / Listed
11.320.97
Bond
U.S. Savings Bond Series EE - Serial No. L478100047EE - see attached Bond
Schedule
25.00
Accrued interest on above item through date of death
31.12
U.S. Savings Bond Series EE - Serial No. L540307898EE - see attached Savings
Bond schedule
25.00
Accrued interest on above item through date of death
10.98
Total Bond
92.10
Real Estate
1546 Theresa Ave., Library, PA 15129
118.811.16
Total Real Estate
118.811.16
2
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