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HomeMy WebLinkAbout03-15-07 --.J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 6 File Number o 4 8 2 Date of Birth 29344 1 5 5 0 012 020 0 6 07181957 Decedent's Last Name Suffix Decedent's First Name GRANITO CHARLES MI o (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name GRANITO KATHRYN MI A Spouse's Social Security Number 200462906 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW lXI 1. Original Return o 4. Limited Estate lXI o 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 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 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o o o o 8. Total Number of Safe Deposit Boxes o A V I 0 W REA G E R 717 763 138 3 233 1 MAR K E T S T R E E T ';:;J Firm Name (If Applicable) REA G ERA 0 L E R P C First line of address C..n -0 Second line of address City or Post Office State ZIP Code ~ -; '--1 D~TE FILED - ., C> CAMPHILL P A 17011 Correspondent's e-mail address:mzercher@reageradlerpc.com 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RE P NSIB FOR FILING RET DATE - /~- Carn Hill PA 17011 DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056041125 ....J J r 9Z1Zv09S0S1 o o 0 0 o 0 o 0 o 0 o 0 o o o o ~ QS) \j \"J --, 9Z1Zv09S0S1 zap!s ~N3WAVdH3^0 NV.:IO aNn.:l3H V ~NI~S3n03H 3HV nOA .:I11V^0 3H~ Nllll.:1 'OZ 'IH '6~ ' , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ena xe~ '6 ~ o 0 o 0 o 0 L S 9 ~' X aleJ leJalellOO le alqexel y~ aunlo lunowv '9 ~ Z ~' X aleJ 6u!lq!s le alqexel y ~ aunlO lunowv ' L ~ 0' X aleJ leau!lle alqexel y~ aunlo lunowv '9~ - 0' X (Z' ~)(e) 9 ~ ~6 'oas Japun SJalSUeJl JO 'aleJ xellesnods alH le alqexel y~ aunlo lunowv 'g~ S3~\fH 31SV:>l1ddV HO.:l SNOI~:>nH~SNI 33S - NOI~\flnd"'O:> X\f~ 'H '9~ 'g~ o o o 1 9 V 1 9 LS 19v19 o 0 0 LS 19v19 SZ Zv19 SZ ZV19 Z8 (09L9 o 0 0 Z8 (09L9 o S S 1 V V (6 Z JaqwnN ~pnoas le!OOS s,luapaoaa (E ~ aun snu!w Z ~ aun) xe~ OJ JoerqnS enle^ JaN 'y~ 'y~ ' , , , , , , , , , , , , , , , , , 'E ~ ' , , , , , , , , , , , , , , , , , (r alnpal.lOS) apew uaaq 10U sell xel 01 UO!l:lala ue llO!llM JOl slSnJ~ E ~ ~6 oaS/slsanbas leluawuJa^o~ pue alqel!Jelj~ 'E ~ 'Z ~ ' , , , . , . , . , , , , , , , , , , , , , , , , (~~ aun snu!w 9 aun) aJ8Js3 lO anle^ JeN 'z ~ (0 ~ 'i 6 saUnlelol) SUO!Jonpea 18JO~ ' ~ ~ 'O~ ' , , , , , , , , , , , , ~ ~ ' , , , , , . , , , , , , , , , , , , , , , , , , , , (I alnpaljOS) suan 'i 'saml!qen a6e6lJoI/II 'luapaoaa lO slqaa '0 ~ (H alnpallos) SlSO:) a^!leJ1S!u!WPV 'i sasuadx3 leJaUn.:l '6 ............... . '6 (L-~ saUnlelol) SJesS\f SSOJ~ 18JO~ '9 '9 """""""""",.,.", 'L ,."", palsanbaH 6u!ll!S aleJedas n (~alnpaljOS) ^lJadoJd aleqOJd~N snoauellaoS!1/II 'i SJalSUeJ~ SO^!kJalul 'L '9 """. palsanba~ 6u!ll!S aleJedas 0 (.:I alnpallos) ^lJadoJd pauMO ^11U!Or '9 'g """, (3 alnpallos) ^lJadoJd leUOSJad snoauellaoS!1/II 'i Sl!sodaa >lues 'llse:) 'g 'y "",.,..""""""", (a alnpallos) alqe^!aoaH saloN 'i sa6e6lJoI/II 'y 'E ,.." (:) alnpaljOS) d!llSJolapdoJd-aIOS JO d!llSJaulJed 'uO!leJodJo:) PlaH ^laSOI~ 'E (S alnpallos) Spu08 pue S)j:101S 'z 'Z .................................. (v alnpaljOS) alelsa leaH ' ~ ....................................... . , ~ NOI~\f1n~ldV:>3H 041 ue.I 8 . a sa 1.I el.{;) :aweN sJuapaoaa X3 009~-^3H 9Z1Zv09S0S1 r REV-1500 EX Page 3 Decedent's Complete Address: File Number 0482 DECEDENTS NAME Charles D. Granito STREET ADDRESS 1020 North Waterford Way CITY I STATE I ZIP Mechanicsburg PA 17050-7632 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty 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. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) A. Enter the interest on the tax due. 0.00 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 promise for life of either payments, benefits or care? ....................................................... 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. 00 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. For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 spouse is zero (0) percent [72 P.S. ~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 retum 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 zero (0) percent [72 P.S. ~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 four and one-half (4.5) percent, except as noted in 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 twelve (12) percent [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. (az!s awes allllo Sj884s \eUO!l!ppe lJasu! 'papaau S! aoeds aJOW II) S (uO!lelnl!deoa~ '~ au!! UO JalUa OS!'v) 1V 101 HI V30 ::10 3IVO IV 3nlVA NOlldl~:)S30 , ~ ~38VmN ~311 ':l elnpall:lS uo paSOI:lS!P eq ~snw a!IISJo^!AJns 10 ~IID!lIlJ!M paUMo~li!of S! 1I:l!1IM APeaOJa IleH 'spellueAalaJ allllo a6palMOull alqeuoseaJ 6U!Ae4 IllOQ 'nas JO ,(nq 01 panadwoo 6u!8Q Jalll!au 'Janas 6U!ll!M e pue Ja,(nq 6U!ll!M e uaaMj8Q pa6ue4:lXa 9q PlnOM ,(1JadOJd 4:l!4M Ie aolJd alll se paUllap S! anleA 19ljJew J!e.:!'enIIA ~allJIW J!II ~I pepodeJ aq ~snw UOWWO:l U! ~ulue~ I SI JO -<ielos peUMO ,(pedoJd IlaJ IIV Z9170 Ol!UeJE) '0 SalJell~ H3BWnN 311:1 :l031\f1S3 olN303030 olN301S3~ N~nol3~ XVol 30NVoll~3HNI V1NVA1ASNN3d:lO HollV3MNOWWOO 31 \f lS3 1\f3H Y :I,nO:lH:>>S . (86-9) + X3 lO!H-A3~ .J REV-1503 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Charles D. Granito FILE NUMBER 0482 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) (az!s awes a41!0 Sjaa4s leuO!l!ppe lJasu! 'papaau S! a:>eds aJow !I) $ (UOnelnj!de:>aH 'f; aU!1 uo JalUa OSI''I) lnOl HI V30 :10 3IVO IV3nlVA NOlIdlH8S30 , ~ H38~nN ~311 'sd!4SJOla!.ldOJd-aIOS JO! pau!wqns aq 01 UO!leWJO!U! 6u!lJoddns alll JO! SUO~nJlSU! aas 'd!4SJola!.ldOJd-alos e uelll JalllO juapa:>ap alll!O ISaJalU! dI4SJaulJed/uo!leJodJoo Pla4-Alasop 40ea JO! pa40eue aq lsnw (uo!leWJo!u! 6u!lJoddns lie 6UlpnpU!) (;-~ JO ~ -~ alnpa4:>S lBvO ~3BwnN 311:1 Ol!UeJE) '0 salJe4~ :l031nS3 dIHSH013IHdOHd"310S HO dIHSH3NlH'Vd 'NOll ~OdHO:> 013H"A 13S01:> :>> a1,nOalH:>>S l.N3a3~3a l.N3aIS3~ N~nl.3~ X'v'l. 3~NVl.I~3HNI VlNVA1ASNN3d:lO Hl.1V3MNOWWO~ *' (86-9) + X3 v09~-A3~ j REV-1505 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles D. Granito SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT FILE NUMBER 0482 Zip Code State of Incorporation Date of Incorporation Total Number of Shareholders Business Reporting Year 1. Name of Corporation Address City 2. Federal Employer 1.0. Number 3. Type of Business State Product/Service 4. Preferred $ $ Common Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 No If yes, Position Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? ....................................... 0 Yes 0 No If yes, provide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? ............... 0 Yes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes 0 No If yes, 0 Transfer 0 Sale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? . . . . . . . . . . . . 0 Yes 0 No If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? ................................................. 0 Yes 0 No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? ....................... 0 Yes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . . . . . . . . . . . .. 0 Yes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. THE FOllOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax retums (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. (If more space is needed, insert additional sheets of the same size) 'ISaJaIU! d!4SJaujJed s,luapaoap a41!0 uOilenleA a41 016u!lelaJ uO!leUJJO!u! Ja410 !.UV 'a 'sa!do:> 4:>elle 'paJn:>as uaaq aAe4 SleS!eJdde alelsa leaJ!1 's/anleA la>iJew J!e! palew!ISa pue sa/ssaJppe alaldwo:> a416u!M04S IS!l e l!wqns 'alelsa leaJ paUMO dl4SJaujJed a41!1 <) 'sJea!. 6u!pa:>aJd y pue 4leap !O Jea!. a41 JO! (990 ~ WJO.::l) SUJnlaJ xel awo:>ul d!4SJaujJed leJapa.::l JO SluawalelS le!:>ueU!!!o sa!do:> alaldw08 's 'ISaJaIU! d!4SJaujJed s,luapa:>ap a41!0 UO!lenleA a41 U! pasn SUO!leln:>le:> pal!elao 'V 31n03H:>S SIHl HIIM 0311IW8nS 38 lSnW NOIIVWtlO.::lNI ~NIMOllO:l 3Hl 'ISaJaIU! 4:>ea JO! Z-8 JO ~ -8 alnpa4:>S e 6u!pnpu! 'laa4s aleJedas e uo uO!lewJo!u! f..Jessaoau a41 jJodaJ 'sa!.!1 oN 0 saA 0 ' , . . . 0 0 0 . 0 0 . . . 0 0 'l,sdl4SJaujJed JO SUOileJodJo:> Ja410 U! ISaJalUI ue aAe4 d!4SJaujJed a41 P!O 'y~ U!eldxa 'sa!.!1 oN 0 saA 0 ".'000.'.0"""""... 0.'000' 01,sJaujJeda4Ho!.ueolpalelaJjuapa:>apa4IseM '8~ 'paA!aoaJ Slunowe pue salep 6u!pnpu! 'alelsa a41 !.q paA!aoaJ Suo!lnq~IS!p !O UMOp~eaJq e ap!AoJd 'sa!. !I ON 0 saA 0 .. 0 . . . . 0 . . . . . . 0 0 0 1,4leap S,luapa:>ap a41 Jaije palep!nb!1 JO paAIOSS!P d!4SJaujJed a41 seM 'Z~ ':>la 'ales !O luawaaJ6e a41 !O !.do:> e ap!AoJd 'sa!. !I ON 0 saA 0 . 0 . 0 . . . . . 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 , 0 0 0 0 , . . , . l,PloS lsaJalu! dl4SJaujJed s,luapa:>ap a41 seM '~~ 'luawaaJ6e a41 !O !.do:> e ap!AoJd 'sa!.!1 oN 0 saA 0 0 , , , , 0 0 01,4leap s,luapa:>ap a4Ho aW!1 a411e paJ!a U! luawaaJ6e d!4SJaujJed uall~M e aJa41 seM 'O~ 'sales Jo/pue sJa!SUeJlleuo!l!ppe JO! laa4s aleJedas e 4:>ellV aleo $ UOneJaplSu08 Jase4:>Jnd JO aaJa!SUeJI Plos/paJJa!SueJl a6elua:>Jad ales 0 Ja!sueJI 0 'sa!.!1 oN 0 saA 0 ag-~8-Z~ 01 Jopd seM 41eap !O alep a41!! sJea!. OMj U!41!M JO 41eap 01 Jo~d Jea!. auo U!41!M d!4SJaujJed S!41 U! ISaJalu! ue Ja!SUeJI JO lias luapa:>ap a41 P!O '6 !.:>!Iod a41 !O JaUMO $ alqe!.ed spaa:>oJd IaN $ anle^ JapuaJJns 4se8 'sa!.!1 ON 0 saA 0 0 0 0 0 0 0 0 0 l,luapa:>ap a41!0 41eap a41 uodn di4SJaujJed a41 01 alqe!.ed a:>ueJnsu! a!!I aJa41 seM '9 $ ssaupalqapU!!o lunowe aplAoJd 'sa!.!1 ON 0 saA 0 000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0'...... l,lUapaoapa4101palqapu!d!4SJaujJeda41seM 'L $ lsaJalU! s,luapa:>ap a41!0 anle^ '9 '0 'J 's '''' '9 apo8 dlZ $ luawlsaAui le!l!u! ap!AoJd 'JaujJed pal!wll e seM luapa:>ap !I 'JaujJed pal!w!l 0 leJauaE> 0 e seM luapa:>ao 'y a:>!AJas/pnpoJd ssau!sns !O ad!.1 '8 JaqwnN '0'1 Ja!.0ldw3 leJapa.::l 'Z alelS !.1!8 Jea A 6uljJodatt ssau!sns pa:>uaww08 ssau!sns aleo ssaJpPV d!4SJaujJed !O aweN ' ~ levo ~38WnN 311:1 0~!ueJ8 00 SalJe4~ :l031VlS3 l~Od3~ NOll "1N~O:lNI dIHS~3Nl~"d Z-:) a1,naalH:)S lN3a3:)3a lN301S3~ N~n13~ XVl 3:)N\;fll~3HNI \;fJN\;f^lASNN3d:lO Hl1V3MNOV\lV\lO:) . (00-6) + X3 90~H-^3~ REV-1507 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Charles D. Granito FILE NUMBER 0482 All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ZB'~09 L9 (a2!S awes allllo !;Jaa4s leuO!l!ppe lJasu! 'papaau Si roeds aJow II) $ (uO!lelnl!de~};I 'g BUll UO JBlUB OS IV) 1\fJ.01 oo'oss' ~Z o~v SE) SnXEn '~ 00'SS6'a O~~ S3 snxal 'Z ZB'B60'B~ H1 'v'30 .:10 31V01V3n1V^ Z~9BLv-1MS JaqwnN lunooov "OUI 'Sa!lpnOas laaJlS lnUIBM -lunooov a6BJa)tOJ8 N011dl};l:)S30 , ~ };I38VmN Vol311 '~ elnpell:lS uo peSOI:lS!P eq Jsnw d!IlSl0^!^,ms jO J1l6!J liP.^' peUMo-.<JJU!o! 41edoJd II" 'alBlsa alll ,(q pa^!roaJ aJaM sparoOJd a41 alep alll pue UO!le6n!lIO sparoOJd alll apnpul ZBvO H3BWnN 311.:1 Al~3dO~d 'VNOS~3d '~SIW ~ 'SlISOd3C >lNV8 'HSV~ :I :I,nO:lH:>>S Ol!UBJE) '0 salJB4~ .:10 31 \fJ.S3 olN3a303a olN3a1S3~ N~n.L3~ XVol 30NVoll~3HNI VINVA1ASNN3d :10 Hol lV3MNOll\lll\lOO . (96-9) + X3 909~-A3~ REV-1509 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Charles D. Granito FILE NUMBER 0482 If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B c JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) (az!s aWlIs a4l JO Sj99ljS IIIUO!J!PPIl lJaSU! 'papaau S! aollds aJOW JI) 00'0 $ (UOnelnl!deoaH L aU!1 uo Jalua OSIV) 1nOl 00'0 9L'f:~z'l09 Se!lpn::>es leeJlS lnulBM (>I) ~Ov ' ~ 3nlVA 131BVOIlddV ;0 1S3~31NI 13SSV.:I03nlVA '31V1S3lV3ll ~O; 0330 3H1;0 AdOO V HOVllV 1l3;SNVtI1;0 31VO 3Hl ~38~nN 318\fXV1 NOISnl~X3 s,m3a .:10 % H1 V3a .:10 31 va ONY 1N303030 01 dIHSNOI1~ ~13H1 '3~;SNVtI13H1;0 3NVN 3H130nlONI ~311 Al~3dO~d .:10 NOI1dl~~S3a 'saA S! 133HS ~3AO~ 009 ~ -A3~ a4l JO ap!s asJa^aJ a4l uo V lj6nOJ4l ~ suollsanb JO AUII 01 JaMSUII a4l J! panJ pUll palaldwoo aq lsnw 91npalj:lS S!lj1 Al~3dO~d 31 'V80~d.NON ':)SIW ~ S~3::1SN~1 SO^IA-~31NI I) a,naaH:JS Ol!UBJE) '0 SeIJB4~ .:I031nS3 1.N303::>30 1.N301S3~ N~nl.3~ XV1. 30NV1.I~3HNI VINV^lASNN3d .:10 H1. W3MNOWWOO 19vO H3BwnN 311.:1 '* (86-9) + X3 O~9~-^3~ REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles D. Granito SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 0482 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Chestnut Hill Cemetery 2,790.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Reager & Adler, PC 3,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 150.00 5. Accountanfs Fees 6. Tax Retum PrepareJ's Fees 7. Short Certificates 12.00 8. Advertisement - Cumberland Law Journal 75.00 9. Advertisement - The Sentinel 115.25 TOTAL (Also enter on line 9, Recapitulation) $ 6142.25 (If more space is needed, insert additional sheets of the same size) (az!s awes alllJo ~aa4s leUO!l!ppe lJasu! 'papaau S! aoeds aJow Jll $ (uO!lelnl!deoa~ '0 ~ aU!1 uo JalUa 051V) 1V 101 H1 \f30 :10 31VO 1V 3nlV^ NOI1dl~:)S30 , ~ ~38vmN V11311 'sasuadxa le:)!paw paSJnqwlaJun 6UIPnl:)U! 'IDeap jO a}ep alU jO se pledun paUlewaJ 1l:)11IM ll}eap O} JO(Jd }uapa:)ap aID ~q paJJn:)u! Slqap JjodaH SN311 '8 'S3111118\f11 3t)\ft)UIOW 'lN3C3:l3C :10 S183C laI,naalH:>>S Ol!ueJE) '0 selJeLl~ :l031V!S3 .LN3a303a .LN3G1S3~ N~n.L3~ XV.L 30NV.LI~3HNI 'v1NVA1ASNN3d.:lO H.L1V3MNOVIIVIIOO zevo H38WnN 311:1 '*' (co-ul + X3 U9~-A3~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY Do Not List Trustee{s) OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Kathryn A. Granito Spousal 61,461.57 1020 North Waterford Way Mechanicsburg, PA 17050 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 .. ,"'-"" "'. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles 0 Granito SCHEDULE J BENEFICIARIES FILE NUMBER 0482 (If more space IS needed, Insert additional sheets of the same size) (az!s awes allllo ~aa4s leuo!l!ppe J.lasu! 'papaau s! aoeds aJOW II) 'S ~ 46noJ4l 9 ~ pue ~ ~ saun uo aleJ xel ale!JdoJdde a4lle paJ,lodaJ aq Pln04S (S)lSaJalU! ~!nUue JO alii 6u!llnSaJ au 'UJnlaJ xel S!4ll0 ~ 46noJ4l V salnpa40S uo Slasse alelsa a4llo J,led se paJ,lodaJ aq lsnw SlSaJalU! aJnlnl a^oqe a4l aleaJO 40!4M spunl a4llo Sanle^ a4.L :3.LON $' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " . . . . . . . . . . . . . & eun + (9 eun x S eun x 17 eun) :S! uO!lelnolB:> 'po!Jad lO 6u!UUl6aq le S! lno,{ed pOIJad pue aleJ alqe!Je^ 6u!sn II $' . . . . . . . . . . . . . . . . . . . . . . . . .. 9 eun x S aun x 17 eun :Sl uO!lelnOIB:> 'polJad lO pua le Sl lno,{ed pOlJad pue aleJ alqelJe^ l! JO '%0 ~ '%9 '%ZH ~ 6u!sn II - ~!nuue lO enleA . L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (suO!pnJlSU! aas) JOpe::lluawlsn!PV '9 % ale~ alqelJe^ 0 %0 ~ 0 %9 0 %W ~ 0 - aleJ alqellsaJalUI (suoIpnJlSU! aas) Jope::l ~!nUUV 'g . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ aun ,(q palldmnw Z aun 'luaw,{ed lenuue ale6aJ66v 'v $' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pO!Jad Jad lno,{ed lO lunowv '~ ) Ja4l0 0 (~) ,{lIenuuv 0 (Z) ,{lIenUUe-!was 0 (v) ,{paJ,leno 0 (Z~) ,{14lUOII\I 0 (9Z) ,(1)jaaM-!8 0 (Zg) ,(1)jaaM 0 -lno,{ed lO ,(ouanbaJ::I . . . . . . . . . . . . . . . . . . . . . . . . . . . (Jaqwnu) 6u!puodsaJJoo Jalua pue MOlaq )joolq ale!JdoJdde )joa4::) 'z $' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . .. alqe,{ed S! ,{l!nuue 40!4M WOJl punllo anle^ '~ sJeaA lO wJa.L 0 JO aln 0 SJeaA lO UJJa.L 0 JO am 0 sJeaA 10 wJa.L 0 JO aln 0 SJeaA lO wJa.L 0 JO al!l 0 $' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (z eun ,(q pe!ld!llnW ~ eun) alBlse aJ!I JO an leA "& % ale~ alqelJe^D %O~ 0 %90 %ZH ~D - aleJ alqellSaJalUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . alqel ale!JdoJdde Jad JopellelJenpv 'z $' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . alqe,{ed S! alelsa alII 40!4M WOJl punllo anle^ ' ~ SJeaAlO wJa.LD JO aln 0 SJeaA lO UJJa.LD JO aln 0 SJeaA lO wJa.LD JO am 0 sJeaAlo wJa.LD JO al!l 0 SJeaAlo UJJa.LD JO aln 0 Jalno 0 ~snJl. JO paaa so^!~a~UI 0 II!M 0 'UJnlaJ xel a4l Ol '{do:> e 40eue pue MOlaq lSaJalu! aJnlnl a4l paleaJO 40!4M luawnJlSU! lO ad~ a4l alB:>!pUI 'JaijeaJa4l pue 66- ~ -g WOJl 4leap lO salep JOl aWnlo^ 4dalV U! pue '66-0~-v Ol6S-~-9 WOJl 4leap lO salep JOl aWnlO^ e4dlV 'Sanle^ lelJenpv 'Lgv~ UO!leollqnd S~I U! punol aq UB:> SJopellelJenpv 'l!Un xe.L ~Ie!oads 'anua^a~ lO luawJ,ledaa a4l WOJl pau!elqo aq UB:> SUO!lelnOIB:> alII al6u!s JOl SJopellelJenpe '6S-~-9 Ol JOlJd 4leap 10 salep JO::l 'SuO!lelnOleo u!eJ,lao UJJal pue alelsa alII a^!ssaoons JO lU!O! 'alII al6u!s lie JOl pasn aq Ol S! alnpa40s S!4.L J881.1S J8AOO OOS ~.A8}:1 UO t xog >1:)81.10 NIY 1~3:> 1N~31 '9 AllnNNY '31Y1S3 3:111 )I a,naaH:>>S Ol!ueJ~ '0 S9IJe48 ::I03.LV.LS3 .lN303030 .lN301S3}:l N}:ln.13}:l XV.l30NV.lI}:l3HNI VINVA'ASNN3d .:lO H.l W3MNOWWOO zevo ~3BlNnN 311::1 ., (€O-z~) + X3 1>~9~-A3}:l REV-1644 EX + (3-04) '* INHERITANCE TAX SCHEDULE L COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT INHERITANCE TAX RETURN RESIDENT DECEDENT OR INVASION OF TRUST PRINCIPAL FILE NUMBER 0482 I. ESTATE OF Granito, Charles D. (Last Name) (First Name) (Middle Initial) This schedule is appropriate only for estates of decedents dying on or before December 12,1982. This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust principal. II. REMAINDER PREPAYMENT: A. Election to prepay filed with the Register of Wills on (Date) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) of election or annuity is payable C. Assets: Complete Schedule L-1 1. Real Estate .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . . . . . $ 3. Closely Held Stock/Partnership. . . . . . . . . . . . . . . $ 4. Mortgages and Notes. . . . . . . . . . . . . . . . . . . . . . . $ 5. Cash/Misc. Personal Property . . . . . . . . . . . . . . . . $ 6. Total from Schedule L-1 ................................................... .$ D. Credits: Complete Schedule L-2 1. Unpaid Liabilities. . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Unpaid Bequests. . . . . . . . . . . . . . . . . . . . . . . . . . $ 3. Value of Un includable Assets . . . . . . . . . . . . . . . . $ 4. Total from Schedule L-2 ................................................... .$ E. Total Value of trust assets (Line C-6 minus Line 0-4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ F. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . G. Taxable Remainder value (Line E x Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (Also enter on Line 7, Recapitulation) III. INVASION OF CORPUS: A. Invasion of corpus (Month, Day, Year) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) corpus or annuity is payable consumed C. Corpus consumed ........................................................... $ D. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . E. Taxable value of corpus consumed (Line C x Line D) ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (Also enter on Line 7, Recapitulation) ('sJaa4s L L x ZitS 10UO!J!PPO 4:>0>>0 'papaau S! a:>ods aJOW }J) $ (1 alnpa4:>S uo 9-::> aun'lI uo!pas uo JaJua oSIY) 1Vl0l -III II alnpa4:>S uo go::> eun II Uo!pes uo epnpu!J $ 4JedoJd 'SJed ':>S!W/4so::> }O enloA 10Jol (JS!I asoald) 4JadoJd 10uoSJad snoauolle:>s!w pUO 4so::> '3 (1 elnpa4:>S uo Jr-::> aun'lI UO!paS uo apnpu!) $ seJoN puo sa606Jjow }O enloA 10Jol hS!1 asoald) saJoN puo se606Jjow '0 (1 alnpe4:>S uo E;-::> eun'lI UO!peS uo epnpu!) $ d!4sJauJjod/PleH ^Iesol::> }O enloA 10Jol hS!1 esoeld) (l-::> JO/puo L -::> alnpa4:>S 4:>0>>0) d!4SJeuJjod/>POJS PlaH ^Iasol::> '::> (1 alnpa4:>S uo l-::> eun'lI uo!pes uo epnpu!) $ spuoq puo S>j:>oJs }O en(OA 10Jol hS!l esoeld) SpUOS pUO S'l:>OJS 's (1 elnpa4:>S uo L -::> aun'lI uo!pes uo apnpu!) $ aJoJsa 10aJ }O anloA 10Jol (aq!J:>sap esoald) aJoJs3 loall ''1 anlDA UO!ld!J)saa -oN wall -II (ID!HUI eIPp!w) (eWDN ~SJ!:I) (eWDN ~SD1) '0 sa(JeLl~ Ol!UeJE) JO alDlsal -I 1I3BWnN 311:1 .S1E1SW. lN303::>30 lN30lS311 lBva NOI1:>El1E11NElWAVdElld IElaNIVWElI NlIn13l1 XV13::>NYlI1l3HNI YINY^1ASNN3d :10 HllY3MNOWWO::> L.1 EllnaElH:>S XV1 EI:>NV111E1HNI It'S-E) + X3 St'9 L -A311 REV-1646 EX + (3-84) '* INHERITANCE TAX SCHEDULE L-2 REMAINDER PREPAYMENT ELECTION -CREDITS- FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I. Estate of Granito Charles D. (Last Name) (First Name) II. Item No. Description A. Unpaid Liabilities Claimed against Original Estate, and payable from assets reported on Schedule L- 1 (please list) Total unpaid liabilities $ (include on Section II, Line 0-1 on Schedule L) B. Unpaid Bequests payable from assets reported on Schedule L-l (please list) Total unpaid bequests $ (include on Sedion II, Line 0-2 on Schedule L) C. Value of assets reported on Schedule L-l (other than unpaid bequests listed under "B" above) that are not included for tax purposes or that do not form a part of the trust. Computation as follows: Total unincludable assets $ (include on Section II, Line 0-3 on Schedule Ll III. TOTAL (Also enter on Sedion II, Line 0-4 on Schedule L) (If more space is needed, attach additional 81/2 x 11 sheets.) 0482 (Middle Initial) Amount $ (az!s awes a4llo slaa4s leuO!l!ppe l.Iasu! 'papaau s! aoeds aJOW ll) $' . . . . . . . . . . . . . . . . . . . . (~ aU!1lenba lsnw 9 nJln Z saU!1 JO wns) ISaJalUI aJnln.:l JO anle^ lel01 'L $...... (laa4S Ja^o~ JO g~ aU!1 uo UM04s leloHo lJed se apnl~u! oSle) (%S~) aleJ leJalelloOle alqexel ~ aU!1Jo anle^ '9 $...... (laa4S Ja^o~ JO H aU!1 uo UM04S lelOl JO lJed se apnlOU! oSle) (%Z~) aleJ 6u!lq!s Ie alqexel ~ aU!1 JO anle^ 'S (laa4S Ja^o~ JO 9 ~ aU!1 uo UM04S lelOl JO lJed se apnlOU! oSle) $' . . . . . . . . . . . . . . . . . . . . . %S'v 0 '%90 auo >lOa4~ aleJ leaU!lle alqexel ~ aU!1 JO anle^ 'v (laa4S Ja^o~ JO S ~ aU!1 uo UM04S lelOl JO lJed se apnlOU! oSle) $............... . %00 '%€ 0 '%90 auo >lOa4~ aleJ xel ale!JdoJdde Ie asnods 01 6u!ssed ~ aU!1 JO anle^ '€ $...... (laa4S JaM~ JO €~ aU!1 uo UM04S leloHo lJed se apnlOU! oSle) 'Ola 'Sa!l!Je40 01 6u!ssed lunowe se xel WOJJ ldwaxa ~ aU!1 JO anle^ 'Z $' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ISaJalUI aJnln.:l JO lunow\f . ~ :Jauo as!woJdwoO JO AJewwns "AI :JaUO aSIWoJdwoO JO UOlJeueldx3 "III leMeJp4llM jO l461J pallW!1 0 leMeJP4llM jO l461J pallW!lun 0 '146!J leMeJp41!M 40ns saspJaxa as nods 6u!^!~ns a41 40!4M U! luawnoop a41 JO '{doo e 40e>>e pue >loolq ale!JdoJdde a41 >loa40 '41eap s,luapaoap a41 JO s41UOW 6 U!41!M leMeJP41!M JO 146!J e aspJaxa 01 SpUalU! JO pas!oJaxa as nods 6u!^!~ns e J! 'v66 ~ '~ ,{Inr Jaije JO uo 6u!,{p sluapaoap JO.:l "II 'S '17 .~ 'Z . ~ ^\fOHH:1I81S3~\f3N H1~18 .:10 31'10 dlHSNOl1 \fl3~ ^~\fI~I.:I3N38 .:10 3~\fN 0139'1 sa!Je!:>IJauas "I Ja4l0 0 lSnJl 0 II!M 0 'UJnlaJ xel a41 01 '{doo e 40e>>e pue ISaJalU! aJ"lnJ a41 paleaJO 40!4M lUaWnJlSU! JO ad~ a41 MOlaq aleO!pUI '~u!elJao 41!M pa4S!lqelsa aq louueo luaw,{o!ua pue uo!ssassod U! SISa^ ISaJalU! aJnlnJ a41 ua4M alqeo!ldde aq II!M 40!4M xel JO aleJ a41 aJa4M slSaJalU! aJnlllJ lie JOJ pasn aq 01 S! alnpa40s S!41 .Z86~ 'Z~ Jaqwa:>aa Jaije 6u!~p sJuapa:>ap JO saJeJsa JOJ ~IUO aJe!JdoJdde S! alnpa4:>S S!41 levO oJ!ueJ8 'a salJeLl~ H3swnN 311:1 laa4S Ja^o~ OOS ~.^a~ uo et X08 )j:>a4~ :10 31VlS3 olN303030 olN301S3~ N~n.L3~ XVol 30N'doll~3HNI 'dIN'd^lASNN3d::lO Holl'd3MNOWWOO 3SIII\IOHdIl\lO:> lS3H31NI 3Hnln:l 11\1 31na3H~S * (00-6) + X3 LV9~.^3~ REV-1648 EX (11-e. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION (AVAILABLE FOR DATES OF DEATH 01/01/92 to 12/31/94) ESTATE OF FILE NUMBER Charles D. Granito 0482 This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet. SCHEDULE N SPOUSAL POVERTY CREDIT PART I - CALCULATION OF GROSS ESTATE 1. Taxable Assets total from line 8 (cover sheet) ...................................................................................... 2. Insurance Proceeds on Life of Decedent .............................................................................................. 3. Retirement Benefits ................. ............................................................................................................... 4. Joint Assets with Spouse ...................................................................................................................... 5. PA Lottery Winnings .............................................................................................................................. 6a. Other Nontaxable Assets: List (Attach schedule if necessary) .. 6a. 6b. 6c. 6d. 6. SUBTOTAL (Lines 6a, b, c, d) .............................................................................................................. 6. 7. Total Gross Assets (Add lines 1 thru 6) ............................................................................................... 8. Total Actual Liabilities.................................................. .......................................................................... 9. Net Value of Estate (Subtract line 8 from line 7) ................................................................................... If l' 9' t th $200 000 STOP Th t t' t l' 'b! t I' th d't If t t' t P rt II 1. 67603.82 2. 3. 4. 5. 7. 67 603.82 8. 9. 67,603.82 . PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach copies of Federal Individual Income Tax Return for decedent and spouse.) Income: 1. TAX YEAR: 19 2. TAX YEAR: 19 3. TAX YEAR: 19 a. Spouse ............................. 1a. 2a. 3a. b. Decedent ......................... 1b. 2b. 3b. c. Joint ................................. 1c. 2c. 3c. d. Tax Exempt Income ......... 1d. 2d. 3d. e. Other Income not listed above ..................... 1e. 2e. 3e. f. Total................................. If. 2f. 3f. 4. Average Joint Exemption Income Calculation 4a. Add Joint Exemption Income from above: (1f) + (2f) + (3f) 4b. Average Joint Exemption Income ............................................................................................................... If line 4(b) is greater then $40,000 - STOP. The estate is not eligible to claim the credit. If not. continue to Part III. = (+3) PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT ESTATES 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less ..................................... 2. Multiply by credit percentage (see instructions) .................................................................................... 3. This is the amount of the Resident Spousal Poverty Credit. Include this figure in the calculation oftotal credits on line 18 of the cover sheet. ............................................................. 4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the decedent's gross estate ........................................................................................................................ 5. Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal Poverty Credit. Include this figure in the calculation oftotal credits on line 18 of the cover sheet .......... 1. 2. 3. 4. 5. (az!s awes alll!O slaalls leuo!llPpe \.lasu! 'papaau sl a::>eds aJOw !I) $ lelo 1 8 lJed enle^ UO!ldiJosea 'apew u!aq S! xel Ol uO!l~ala V ~ ~ ~6 uO!l~as atH lP!4M JOl V lJed U! papnpu! 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