HomeMy WebLinkAbout01-30-07
REV.1500 EX + (6.00)
*'
l!!
:il:<Crn
Uii!:il:
wIL8
Xi...
UILIlI
~
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
Acri, Adolph S. Jr.
DATE OF DEATH (MM-DD-YEAR)
to-
Z
W
Q
W
o
W
Q
05-28-2006
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
02-09-1941
~ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach
copy of W~I)
D 9. Litigation Proceeds Received
DATE OF BIRTH (MM-DD-YEAR)
D
D
D
D
FILE NUMBER
II
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
2006
181-32-3049
0513
NUMBER
THIS RETURN MUST BE FILED IN D PLICATE WITH THE
REGISTER OF ILLS
SOCIAL SECURITY NUMBER
2. Supplemental Return
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)
D 3. Remainder Return (date of death . r to 12-13-82)
D 5. Federal Estate Tax Return R quired
o 8. Total Number of Safe Deposi Boxes
D 11. Election to tax under Sec. 91 3(A) (Attach Sch 0)
!i NAME
~ William R. Bunt
2 FIRM NAME (If applicable)
fa Law Office of William R. Bunt
~
8 TELEPHONE NUMBER
717-582-8195
1. ReID- Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) D 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)
z
o
~
;:)
t:
11.
0(
o
w
0::
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
109 South Carlisle Street
POB 336
New Bloomfield, PA 17068
(1 ) 152,000.00
(2) None
(3) None
(4) None
(5) 159,978.74
(6) None
(7) 119,301.82
(8)
(9) 59,990.41
(10) 22,047.54
13. Charitable and Governmental Bequests/See 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(11 )
(12)
(13)
(14)
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0 .045 (16)
S 16. Amount of Line 14 taxable at lineal rate 349,242.6.1 x
;:)
11. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
~
0
0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
~ x
19. Tax Due (19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
-0
::x
w
C)
CD
'../-' .~-. )
31,280.56
82,037.95
49,242.61
None
49,242.61
0.00
15,715.92
0.00
0.00
15,715.92
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1 00 EX (Rev. 6-00;
Decedent's Complete Address:
STREET ADDRESS
20 Hellam Drive
CITY Mechanicsburg
STATE P A
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
12,000.00
631.58
Total Credits (A + 8 + C)
(2)
3. InterestlPenalty if applicable
D. -Interest
E. Penalty
Total Interest/Penalty (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. (SA)
8. Enter the total of Line 5 + SA. 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 BlO
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property traJ1sferred;.................................................................................. ~
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
o
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? ................................ ................ ............... ................ ...... ................................. [!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE
Under penalties of peljury, I declare that I have examined this return, including accompanying schedules and statements, and to tha best of my knowledge and belief, it is true,
te. Declaration of other than the rsonal ie ntalive is based on all infonnation of which re arer has an knowled e.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Anita M. Acri
~
510 Carol Street
New Cumberland, PA 17070
ADDRESS
ADDRESS
109 South Carlisle Street
P.O. Box 336
New Bloomfield, PA 17068
0/
T
15,715.92
12,631.58
3,084.34
3,084.34
KS
No
~
~
[!J
[!J
o
DATE
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for t e use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving souse is 0%
[72 P .5. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the se of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .5. ~9116 (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 i 72 P.S.
~9116 1.2) [72 P.S. ~9116 (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. ~9116 (a) (1.3)]. A si ling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adopt n.
Rev-1502 EX+ (6-98)
*
SCHEDULE A
REAL ESTATE
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESDENT DECEDENT
ESTATE OF
FILE NUMBER
21-2006-0513
Acri, Adolph S. Jr.
All real property owned aolely or .. a tenant In common muat be reported at fair market value. Fair market value is defined as the price at which property would e
exchanged between a willing buyer and a willing seller, neither being compelled to buy or seU, both having reasonable knowledge of the relevant facts.
Real property which la jointly-owned with right of aurvlvorahlp muat be dlacloaed on achedule F.
ITEM
NUMBER DESCRIPTION
1 All that certain piece, parcel or tract of land situate In Upper Allen Township,
Cumberland County, Pennsylvania more particularly - described in Cumberland
County Deed Book J34 at Page 279. See attached settlement statement.
TOTAL (Also enter on Line 1, Recapitulation)
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
W LUE AT DATE
OF DEATH
152.000.00
152.000.00
Form PA.1500 Schec ule A (Rev. 6-96)
8B/21/2ee6 14:36
,...,... ..... .......
7177743869
STCH: LAFAVER Sl€J<LE
PN3E. 81
...... HUOoII3llll'tl _ ".1
A. S2ttlefnent Sta'~ment u,s. DeplMlllllofta-..ndU,1w o.vatapment
8. T_ of loM 0"- . fIIO. i!S02-02e5 '--'-. 1lIVI1'JflI\&1
1. OFHA 2. OFnWo 3. IICGlw. UNlI. I 6. FIt NwIW I ~=1IlIIIW I .. MorIpge ....rara tau ~mber
4. nvA 5. nCMv. N. 211 1 !III
C. Nota; ~,,=,,;'t'--r.-~.....~..........--uJ:'."~"''':,'''''~~=-''''''' I TlllElqlMISe1lIItnenlSylelrn
- ....~"'!"':~~~.:.."-'iU'n'J:...:..'U::....~\.\O: Ip 1t11:140t0tH
O. NAME OF 80M0WEJt. ADAM J. GELWICKS
~DRES$: 212 Third Street. ". NIlwCundMr1lnd. PA 11070
f. NAME OF SELLER: 'HE ESTAl! OF ADOlJIH I. ACRI, JR.
ADDR~: '10 Carol S1rMt. NtwCumbllland. PI. 11810
F. NM1E OF LENDER: New CMtury Mortgage Corpontlon
A/lOm;ss: tlCOO Von Karmln. Suite 1l1Ot.IMM, CA 12612
G PROPER'N ~$S: 1. H"am DIM, "Il'ltcsburg, PA ,.,."
UDDM AIle" TCMIIStlID
H. SETllaENT AGENT: Cedar Cliff AbItrIGt Aleq,lnc.. TIlIPhont: 717.77407435 FIX: 717.77+311.8
PUCE Of : 414 Bridae ItNet. NNCumbectaml. PA 11070
lsmLE~ ~
~ 'O~ ;lluN: ltSUMMARYOFSElLEK'STKANSACTION:
100. GROSS AMOUNT DUe' FROM BORROWER 400. OROS$I\MOUNT DUE TO SElLEII
lOt CcdItOt HIes IWA 152 000,00 .01, ~... Driot
1ft? Pe 402. p...-ul:tnHleJty
1M 6.199.65 403.
-104. 4D4.
105. 'os
152.OGO.00
M--';;;--: for~. MId "'" MIIIl' " lMI!!.nce
108. C\lIIhA\ tam
107
108. SoIloaI...
109.
lID.
""
112.
120. G'!2IL.AMOUNT DUE FROlfiiORROWER
200. A~8 PAID IY Oil ON BEHALf OF BOil ROWER
20"
202. P1I . ~:-
-~. EtII.... 1IwlI1\ llka/l lutillll to
21M.
,
AdiIItmen1e for IlwM Dakr IIIi .....11I ~
Oahl1lllli 10 12111106
tl/211111lDOllSOlO7
Hl21/11h12131/1f
81121mtIDotI3OIt1
1fi.17
, 41D.38
153 51&.53
13.05U9
205.
2li8.
201.
2011.
20~
Atfh..~ ,III roi itanIlII uWld b~ 11I1.,
210-
211. ClIIIllIv IInI
212. SMMIIU.
213. Sewtt.07101108~1:J&
214.
21S.
216.
211
218.
211.
220. TOTAL PAID IYIFOR iOttliOWU
300. lOAlIIt .. I III!" ILI!_ T PRl'JII ftIl Tn BORRoweR
301. GlOII I
302. less
303. CASH FROM RORRcnlER
58.11
55.429.50 en CASH TO tEllER
13.112.91
15Uaus
13.112J11
14O.m..11
r:s,::-=-':.iZ:~~~~~:'~=:'J=t===~,:~~-=:.".-'
""'........ "'.... __..... ___......... no D NIt J- _..... ..,.,.,....IctIIDIIlU'M r ,. *" __ ......,c-- ~
..........,.,..,w U1.......... '..... ..............,.... "'-' _.. ~.IIMIlo-....- _.. N'-"'::" MV- .:.... ~_.
YIIW:_._"- .'_o_'_IIiLLIIl(&IIlGN&TUIlIi('r- ,
IfU.IilIjS)NIW."..,.1IG ~
sa&.5IlIIl ~1I\N8Sla:
1MI
JIll
PAGE e2
..... M\I~l CaMIl ""........ 430U
FIe Nil..... 2I12AGEL.WlCKS p,t,GE 2
Tllt8Exg..... s.IIIIIrnInI $yWII ~08l21nMA III,MIl [U4
PAID FROM PAID fROM
8ORR~RoS SElLER'8
FUND8 AT FUNDS AT
SETT\.EMENl 9EmEMENT
- .............
U.s. DEPAR1tt1ENT ~ ~ ~INQ AND UIUlAN DEVaOPMEtn"
SE11lD1ENT STill J'EMENT
L. SETTlEMENT-CHARGI:[
700. TOTAL ~~ ;', COMMISSION bIteCI on D~ '152.000.00 a 1.000 = 1.120.00
DMsIlln of _nlilllan., t 7OOl. WaWa:
701. I "-515 ao ~ RIIIIIx RelItY AuoclItes
102. . ~ 011 1D RtIIIv 8eJed. Inc.
703. "lIIIt
1OD.ITbIS PAYABL! IN CC NNECTIDN WITH LOAN
801. lMn MIIMMlI ~.. G.., '-SeIed Fundlno
B02. ~ nw-.a "
803. Ablll'llillll f'M 10 8e1ac:t FuMina.1nC.
804. Od ~ 10 Select FuMiat.
805. Dllef:)NDFII to New CenlUry IIoItmIn CorDomlon
806. Flood Cert F.. 10 JIM centurY Mortaaal Corool'ltlon
107. Pr\gai.... PM to New CHturw MDliCiia. n
loe. T..se.F.. 10 NlWCtnlurv~laeConloraUon
&OlI. Fee to New Century Mortaaa. Corvoratlan
810. PnnIIIill!l Fee III SIIIct Funllna.1nc.
111. VSf' fnlm uIdr 1ft RkI Uoo "SlIKt F~dina.1nc.
HO. nus REQUIRED 8Y I.ENDER TO IE PAID IN ADVANCE
901. In"resl FlOIIl om 2001 III ..112001 as
902. MoMllIIe 1m for ID
M3. H Premill'n foI 10
1J04.
906
1000. RESERVES DEPOSIT ~ WITH LENDER FOR
1001. limn! InslI8nce 2 mo. .. S 47.34*110
1002. MoItaaattnuwe 1'IlO. as ItnO
1003. Tn . me .. I 13.32 hna
1004. . mo. ft I 21AG /InO
1005. SchooI_ 2 mo. e s 136.82 MlO
100g .. 7nlnI 10 NfWCtmurv MOdala. ~l'DOl'Ition
noo. T1TLE CHARGES
1101. SeltemenlCI'~l!e
1102 AbIntt or", MlrCIl
1 '03. nlem,,*,,1IaIl
1104. Tille InMlllCle bfldtr
I'OS. Ion
1106, NatalYF.,1
1107. Altt1rrrWs fell
IiftloIlIdes 811M IIem& No
1'03. III Ctdtt ClIff Abttrad AQlIfttv.lflc.
~.ibCM hmI~ m. 8.slcl
1109. 100.000.00 .
"'0. 112.000.0D . ""1.75
1111. ~ 100 End 300 III CedarC"" AbltrHtAaInCY.lnC.
1112 !:ncI900 10 CtdlrCIIffAbstnctAalflcy,lnc.
1113. tel Ctdl' Cliff AbItnc:t M.nev.lnc.
1200. GOVERNMENT REt'.fIROING AND TRANSFER CHARGE'
1201. RMOftInnF_DMIil~:s.so 'MarID..174,SO : ReleasU
1202. DtedSU2UO :MoIta_1
1:!OJ. StlfaTa.lDma! OeIdS1.S20.00 :AibtlaS
12114.
, Z06.
1300. ADDIT1OIW. SETTU=MENT CHARGES
1301. 8uNw
1302. Pest MMMIM
,~. T~ F- 10 RtlMu: RlaItv AuocIItII
13Of. ........ _..k. TAW to MIrIItt A. YoIlIlI,lr.
1305. ........ .....u. T_ 10 MartIn A. Yohn, Sr.
1301i. Fed-elrtwh 10 Stane La...., I Sheklltslcl
1307. rn: ~ 10 1Im!!.I.Ifm[' 8htldltlld
13oa. s-.CMlIlIMlI.llIIMbe 10 lIDDerAlIHTownshilt
/1../ '
1400. TOT EJ. CHARGES fenttr on"'" 101 SIclIon J and 5020 Section l<l U81.85
bt ~:' IU)CIJI1lfICA_OFIUYMMDKI.U!It
~.... . t. ~:M==~:~~lZo.~::=::._"""-""''''''._'''''.'''-..--mr-
. ~ <r2'/~ .
7:.1 , I
//'J.-F;. ~~ I/;;.r!rab
.. .
8S/21/2ee6 14:36
7177743869
STCH: LAFAVER Sl-€I<LE
$~.OO POC bY Lander
2U4oo 1tJ.,
11 Davs
III CIIh
9.12O.DO
1500.00
LR
LR
lR
LR
LR
300.00
U5
300.00
11.20
alOO
71.1I0
300.00
41.uD
LR
:113.04
LR
9....
LR
LR
LR
LR
JU2
.40.40
273.24
.147.13
a.OII
25.00
1118.75
100.00
MJlD
SS.OO
1t1.lll)
1.52..00
1..520.0
ca.aa
SUO
125.0
s3f.1J
113'~~
15.OC
105.ilI
11.856.2!
'!'.!!!!!!;<<J~." \I T=-OIGlOW""V !f'.I:i.!N.lU'AT5IoI5N'I'I TOlM&
-.- T t.wvI"~~;olii"*"""UfON_CTlOM
5t UIII1AHO =10. ~AU_'ITl\C'"
~-~~-_..
"_1_ ilI_......_t
leT'/Ualo1i/1l'MINT. _ OA""~
Rev.1508 EX+ (6-88)
*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH Of PENNSYlVANIA
IIlHERlTANCE TAX RETURN
RESDENT DECEDENT
ESTATE OF
Acri, Adolph S. Jr.
FILE NUMBER
21-2006-0513
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with the right of .urvlvorshlp mu.t be dl.clo.ed on .chedule F.
ITEM VJLUEATDATE
NUMBER DESCRIPTION OF DEATH
1 Cedar Cliff Abstract Agency, Inc.-refund of real estate taxes 1,586.53
2 Commerce Bank-account no. 032035172 874.74
3 Commerce Bank-account no. 510014608 56,854.84
4 Donegal Insurance-refund 266.00
5 Holy Spirit Hospital-refund 43.00
6 Prudentiallnusrance-refund 18.05
7 Sovereign Bank-account no. 1681730952 82,961.30
8 United Water of Pa.-refund 11.08
9 1994 Pontiac Firebird-sold by private sale 3,400.00
10 1998 Dodge Dakota-sold by private sale 4.900.00
11 Personal property-see attached appraisal 4,665.00
12 Decedent was the sole proprietor of an office supply business at the time of his 4.398.20
death known as Presenters Supply. Presenters Supply did not - own any assets
other than a checking account listed on Schedule E and a few accounts receivable
listed herein. Due to Decedent's ill health, business was not actively being
pursued in 2006. Decedent had the following accounts receivable as of his date of
death:
HACC $1,791.00
E. L. Hamm $ 554.68
PA Turnpike Commission $1,557.99
Coatsville School District $ 494.53
Total of Continuation Schedule(s)
SeE attached page
TOTAL (Also enter on Line 5, Recapitulation)
159.978.74
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Sche( ule E (Rev. 6-98)
./
AUG - 1 2006
Comma ce
fiB Ie
July 29, 2006
William R Bunt, Esquire
109 S Carlisle St
POBox 336
New Bloomfield, PA 17068
RE: Estate of: Adolph Acri
Social Security #: 181-32-3049
Date of Death: May 28, 2006
Dear Sirs:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #; 032035172
Date Opened: 2/17/93
Primary Owner: Adolph Acri
Date of Death Balance: $874.74
Accrued Interest: $.09
Principal Balance: $874.65
Type: Checking
Account #: 510014608
Date Opened: 11/6/91
Primary Owner: Presenters Supply Company
Authorized Signer: Adolph Acri
Date of Death Balance: $56,854.84
Accrued Interest: $7.29
Principal Balance: $56,947.55
.
Comme ce
"Bale
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 412-
6130.
Sincerely,
~Cf lr>?~
Wanda J Morris
Senior elF Specialist
Account N;
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
-- .-.---.
'-
Sovereign Bank
Adolph S Acri, Jr
TY#: 181-32.3049
. May 28, 2006
.
1681730952 Type: Checking Open date: 4/14/201 3
Adolph S Acri Jr.
th Balance: $82,961.30
rom 1/112006 to 5/17/2006 . $671.75
.
erest to date of death: $0.00
0356103455 Type: Mortgage Open date: 1/26/19 6
Adolph S Acri Jr.
th Balance: $0.00 .
rom to :
erest to date of death:
1688201464 Type: CD/IRA Open date: 4/14/20 J3
Adolph S Acri Jr
th Balance: $3.841.20
rom 1/1/2006 to 4/30/2006 . $38.40
.
erest to date of death: $9.66
Beneficiary: Anita Acri
1688240991 Type: CD/IRA Open date: 12/6/20 D4
Adolph S Acri Jr
th Balance: $16,758.54
rom 1/1/2006 to 4/30/2006 . $193.63
.
erest to date of death: $48.73
Benficiary: Estate of Adolph A Acri Jr.
Page 1 of 1
---- ----~-~ -. ~ ~
------
ESTATE OF
SOCIAL SECURl
DATE OF DEATII
Account #:
In the name of:
Date of Dea
Int.(YTD) 11
Accrued int
Other Info:
Account #:
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
Account #:
In the name of:
Date of De a
Int.(YTD) f
Accrued int
Other Info:
.
18/11/2086 14:42 7177894226
KLINGS AUCTIONS INC
-.... .-.
PA 82
X/lng's jtuctions, Inc.
6334 'WaOBoner's f;ap '1(jJatl
LantlisDura, 'P4. 17040
Jt.llceiOPlIcr ani c"rUl'"I ..1 prai.l;tr
,,/iont " 717.i'89-J88J
:JaJ( " 717..789-422~
SUBIECT: APPRAISAL OF THE PERSONAL PROPERTY OF ADOLPH S. ACRI JR.
DECEASED: MAY 28. 2.006
LISTING OF PROPERTY:
COMPUTER EQUIPMENT 1.200.
BED, DRESSER, TABLE 200.
GUITAR 4~
PLASTIC LAMPS 35.
(2) BOOKCASES SO.
(2) W ALLHANGlNGS 40.
STEREO 150.
GLASS I BRASS COFFEE TAB~E 100.
UPHOLSTERED FURNITtJ'RE CONSISTING OF:
LOVE SEAT, CHAIR, OTTOMAN. RECLINER 300.
(4) DININO ROOM CHAIRS 125.
taTCHENW ARE. SUfPLIES 125.
ITEMS OF CLOTHING 600.
LAWN AND GARDEN EQUIPMENT, MOWER.
MISC. TOOLS 350.
C.D,'S, AND RECORD COLLEcrtON 500.
WATER HEATER (STILL IN CARTON> 500.
MISCELLANEOUS PIcrURES AND DECOR SO.
FOOD. HOUSEHOLD SUPPLIFS 100.
MISCELLANEOUS ITEMS 200.
S 4,665.00
.. APPRAISER. AUcnONEER
Rev.1510 EX+ (6-98)
*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Acri, Adolph S. Jr.
FILE NUMBER
21-2006-0513
This schedule must be completed and flied if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM ,ION UI"'. ._, _... T DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 Fidelity IRA account no. 219.166332 3.683.17 3.683.17
2 M&T Bank IRA account no. 035004201739206 55.637.74 55.637.74
3 M&T Bank IRA account no. 035004201909479 39.322.78 39.322.78
4 Sovereign Bank IRA account no. 1688201464 3.850.86 3.850.86
5 Sovereign Bank IRA account no. 1688240991 16.807.27 16.807.27
TOTAL (Also enter on Line 7, Recapitulation)
119.301.82
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schec ule G (Rev. 6-98)
.
07/Z7/2006 10:01 FAX 8174745246
. ~_..
~c~ount Re-Reglstrat1on
f'Eltl@ffW
July 17,2006
William Bunt
109 South Carlisle St
PO Box 336
New Bloomfield, P A 17068-0336
Dear William Bunt:
llJ 02
We are responding to your request for infonnation about Adolph Acri's account with
Fidelity. The table below lists the account holdings and values as of OS/28/2006.
The table below shows the accrued unpaid dividends from SIlnOO6 through 5/2812006
Dividends
$12.99
We hope this infonnation is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday
through Friday or visit our website at www.fidelity.com.
Sincerely,
Fidelity Investments
OUf file: WOO3761-12JUL06
Brolcltlllge SeMce1 prOllld.d by Fkhlity B1'okeng. Servic.. LLC Member NYSE. SIPC
Clearing. cust0d)4 and settlement services b1 Nltlonlll F1nandlll S.rviW$ u.c Member NYSE, S'f'C
P.O.1bc 710001. ClnelnNtti, OH 4S277-CI0J4
12:00
302-934-2136
MANDT BANI< RECORDS
PA E 02/82
Pm M&l'Bank
499 MICchrl1 Road, Mllllbon, DE 19966 Mail Code DE-MB-12
William R Bunt
Attom~ At L.w
109 South Carlisle Street - POBox 336
New Bloomfie)~ PeDDlylvania 17068-0336
Phone {18" '02-4349
FIX (302) '-14.~95S
June 23. 2006
Re: Estate q.f: Ado/Dh S Acri J.,
Social Security: 181-32-3049
Date. of Dtalh: M.qy 28. 2006
Dear Sir or Madam:
Per your iDquiry dated June 13,2006, please be advised that al the time of death. the abov&-D8med decedent bad on d it
with 1IIis bank the following:
1. T)Ip~ of Account IRA
,(ccoZll'll NfI1'IIbtr 03S~10J7J9106
Ow1wlhip (Nomes oj) Ado/phSAcriJr ·
AJdph Am Sr. BCMjIckuy ·
OptJIIl1lg Dal, 04//4/84
Balance on Dart oj'Defllh $54,344.64
Atta"Utd 1n/#t3t J 1,293. /0
To/at ~7.U ..-..-.-..--.,.,..,"'-.--..
--__"'..I~....._._..._-------
2. Type of Account IRA
ACCD'UIfI Numb". 03J()(H201909479
Ovmenllip (Names oj) A.dtJlpItSAcriJr -
Ado!phAa-iSr. B~ciary.
OpIning Dtut 1110/100
Balanoe on Dare of D4ar11 139.1 Jo.BS
Acawd lrtt.tIlf J 211.93
Total .-iJ9;J1r.,S.-.-..-.-....---..----.---.--
Please be advised. there WIS no safe deposit box fomifroraiabov~-"*-F;irfurtbtr aca.UDt iDforma' ,
reprdinl owavsbip, doJuru ancl/or r.lmburltlllent of funds, etc., please caD tb. Meeha1liesburg Ofr.ce'lt 717-3
2031.
Sincerely,
~
Nancy CJagen
Records Management
- -- .------
. .
p ~
.. ..
Sovereign Bank
ESTATE OF Adolph S Acri, Jr
SOCIAL SECURITY #: 181-32.3049
DATE OF DEATH: May 28, 2006
Account #: 1681730952 Type: Checking Open date: 4/14/201 3
In the name of: Adolph S Acri Jr.
Date of Death Balance: $82,961.30
Int.(YTD) from 1/112006 to 5/1712006 : $671.75
Accrued interest to date of death: $0.00
Other Info:
Account #: 0356103455 Type: Mortgage Open date: 1/26/19 6
In the name of: Adolph S Acri Jr.
Date of Death Balance: $0.00 .
Int.(YTD) from to :
Accrued interest to date of death:
Other Info:
Account #: 1688201464 Type: CDIIRA Open date: 4/14/20 J3
In the name of: Adolph S Acri Jr
Date of Death Balance: $3,841.20
Int.(YTD) from 1/112006 to 4/30/2006 . $38.40
.
Accrued interest to date of death: $9.66
Other Info: Beneficiary: Anita Acri
Account #: 1688240991 Type: CD/IRA Open date: 12/6/2C 04
In the name of: Adolph S Acri Jr
Date of Death Balance: $16,758.54
Int.(YTD) from 1/1/2006 to 4/30/2006 . $193.63
.
Accrued interest to date of death: $48.73
Other Info: Benficiary: Estate of Adolph A Acri Jr.
Page 1 of 1
-- - - _ _ __ n
REV.1151 EX+ (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Acri, Adolph S. Jr.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
See continuation schedule(s) attached
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Anita M. Acri
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 510 Carol Street
City New Cumberland
Year(s) Commission paid 2007
State P A Zip 17070
2.
Attorney's Fees
Law Office of William R. Bunt.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
5. Accountant's Fees
6.
Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
Copyright (c) 2002 form software only The Lackner Group, Inc.
FILE NUMBER
21-2006-0513
AMC UNT
3,709.00
21,564.00
17,000.00
772.86
1,175.00
15,769.55
59,990.41
Form PA-1500 Sche( ule H (Rev. 6-98)
--
.
Rey-1502 EX+ (8-88)
'* SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESDENT DECEDENT
ESTATE OF IFILE NUMBER
Acri, Adolph S. Jr. 21-2006-0513
ITEM AMOUNT
NUMBER DESCRIPTION
1 Wiedman Funeral Home-funeral 3.709.00
Subtotal 3.709.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedul H.A (Rev. 6-98)
Rey-1502 EX+ (6-88)
ESTATE OF
*
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAl. TH OF PENNSYLVANIA
tlHERITANCE TAX RETURN
RESIlENT DECEDENT
Acri, Adolph S. Jr.
FILE NUMBER
21-2006-0513
ITEM
NUMBER DESCRIPTION
1 Camp Hill Apria Health-medical bill
2 Capital Recovery-medial bill
3
Cedar Cliff Abstract Agency, InC.-settlement expenses
4
Comcast Cable-cable service
5
Ed Dyer-electrical repairs
6
Harrisburg Pharmacy-medicine
7
Hess Garage-automobile towing
8
Hess Garage-repairs to Firebird
9
Holy Spirit Hospital-medical bill
10
Larry Barnhouse-review computer files
11
PPL-electric bill
12
Quantum Imagining-medical bill
13
Andrews and Patel-medical bill
14
Shawna Hemperly-housecleaning
15
Smart Clean-clean carpets
16
Thomas L. Hanshaw-reimbursement of expenses incurred in sale of real estate
17
United Water of PA-water bills
Copyright (c) 2002 form software only The Lackner Group, Inc.
AMOUNT
168.11
74.00
13.056.29
31.09
731.20
9.07
176.11
103.83
43.00
100.00
654.76
35.00
45.00
160.00
140.00
57.84
67.58
Form PA.1500 Schedule H.B7 (Rev. 6-98)
--
.
Rev.1502 EX+ (6-98)
W SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Acri, Adolph S. Jr. 21-2006-0513
ITEM
NUMBER DESCRIPTION AMOUNT
18 Verizon-phone bill 69.72
19 Waste Management-refuse service 46.95
Subtotal 15,769.55
Copyright (c) 2002 fonn software only The Lackner Group, Inc. Fonn PA-1500 Schedule H-B7 (Rev. 6-98)
- -- ---------- -------------
. ,
Rev.1512 EX+ (6-88)
*
SCHEDULE I
DEBTS OF DECEOENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAl. TH OF PENNSYLVANIA
IIIHERlTANCE TAX RETURN
RESDENT DECEDENT
Acri, Adolph S. Jr.
FILE NUMBER
21-2006-0513
ESTATE OF
Includ. unreimbu....d m.dical .xp.ns.s.
ITEM WLUEATDATE
NUMBER DESCRIPTION OF DEATH
1 Azerty 1,224.64
2 Chase Card Services 266.25
3 Citibank (South Dakota), N.A. 3,000.00
4 Da-Lite Screen Co., Inc. 293.00
5 Discover Financial Services 173.41
6 Diversified Computer Supplies, Inc. 2,303.21
7 H. Wilson Company 618.06
8 PA Department of Revenue-2005lncome taxes due 1,689.00
9 United States Treasury-2005 income taxes due 11,578.00
10 West Shore Tax Bureau-2005 income taxes due 901.97
TOTAL (Also enter on Line 10, Recapitulation)
22,047.54
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Sche jule I (Rev. 6-98)
. ,
.
REV.1513 EX+ (9-00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Acrl, Adolph S. Jr.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-2006-0513
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
SHARE OF ESTATE AMOUN OF ESTATE
(Words) $$$)
I.
Adolph S. Acri, Sr.
Essex House, 20 North 12th Street
Apt. 330
Lemoyne, PA 17043
Father
entire estate
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Sche ule J (Rev. 6-98)