HomeMy WebLinkAbout03-29-07
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue .
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATlO'N BELOW
SocIal Security Number Date of Death
OFFICIAL USE ONLY
Co/unty Code Year6 ft File N~/
INHERITANCE TAX RETURN I) ~ ~
RESIDENT DECEDENT
Date of Birth
302-07-1623
06/26/2006
11/03/1916
Williamitis
Victor
MI
A
Decedent's Last Name
Suffix
Decedent's First Name
(If Applicable) Enter Surviving Spou.... Information Below
Spouse's last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Ce) 1. OrIginal Return
2.SupplemenmlReturn
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Esmte Tax Return Required
.:.;
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Malnmlned a Uvlng Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SEcnoN 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. Utlgatlon Proceeds Received
8. Total Number of Safe Deposit Boxes
4. Umited Estate
Gregory IA. Williamitis
Firm Name (If Applicable)
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REGISTER:8F~\LLS USE ~~ Y
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P.O. Box 620154
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First line of address
Second line of address
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City or Post Office
Ft. Rucker
State
ZIP Code
DATE FILED
AL
36362
Correspondent's e-mail address:
Under penalties of perjury. I declare that I have examined 1his return, including ~ng schedUles and statements. and to the best of my knowtedge and belief,
it is true, correct and complete. DecIar8tion of preparer other than the personal representa1Ive Is based on a1llnformatlon of which preparei' has any knowledge.
SIGNATU~ PERSo~PO. )~I9}~ r:aCJ.R ~ILlN~ ~RN DATE
~Q~~ 3//9/07
ADORE"to "gO; G:,~..ot 5~ 'FT RlA.cl<.~R.. J 10 L 3tD3~~ I
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
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15056052059
REV-1500 EX
Decedenfs Name:
RECAPITULATION
Victor
A Williamitis
1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . " . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly OWned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . .. . . . . . ... . . . . . .. . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deduction. (total Lines 9 & 10). .. . . . . . .. . . . .. .. . . . . .. .. . . .. . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . .. . . . . . . . . . . .. . . . . . . . . . . . .. . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14.
TAX COMPUTAnON - SEE INSTRUCnONS FOR APPUCABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate. or
transfers under Sec. 9116
(a)(1.2) X .0_ 4.50
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
302-07-1623
Decedenfs Social Security Number
16.
17.
18.
988,077.77
59,383.80
1,047,461.50
12,580.99
4,848.58
17,'29.57
1,030,032.00
1,030,032.00
46,351.44
46,351.44
15056052059
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number
DECEDENrS NAME DECEDENrS SOCIAL SECURITY NUMBER
Victor A Williamitis 302-07-1623
STREET ADDRESS
119 Stonehedge Drive
CITY I STATE I ZIP
Carlisle PA 17015
Tax Payments and Credits:
1. Tax Due (Page 2 Une 19)
2. CreditsJPayments
A. Spousal Poverty Credit
B. Prior payments
C. Discount
(1)
46,351.44
Total Credits ( A + B + C ) (2)
3. InterestIPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + E ) (3)
4. If Line 2 is greater than Une 1 + Une 3. enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE.
46,351.44
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE.
(5)
(SA)
(58)
A. Enter the interest on the tax due.
46,351.44
Make Check Payable to: REGISTER OF WILLS. AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN RXR IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. retain a reversionary interest, or.......................................................................................................................... 0 ~
d. receive the promise for life of either payments. benefits or care? ...................................................................... 0 15(1
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................................................... ........................... 0 ~
3. Did decedent own an -in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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)l.
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 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 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 decedenfs 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 decedenfs siblings is twelve (12) percent (72 P.S. S9116(a)(1.3)].Asibfing 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-l503 EX+ (6-9..
COMMON\NEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHIDULI B
STOCKS & BONDS
ESTATE OF
Victor A. Williamitis
FILE NUMBER
All property JoIntly.owned with right of survivorship must be dlsclOHd on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
2
992 AT &T INC
17 AGERE SYS INC
40 BNS HLDG INC
400 BELLSOUTH CORP
313 COMCAST CORP NEW
14,186.00
9,879.85
27, 141 .12
236.64
3
217.20
4
5
6
7
477 DPL INC
12,683.43
2955 DELPHI CORP
518 DIRECTVGROUP INC
9423.184 DREYFUS INVT GRADE BD FDS INC
840 ELECTRONIC DATA SYS NEW
400 EXXON MOBIL CORP
2219 FIFTH THIRD BANCORP
8
4,920.08
8,412.32
9
114,528.14
20,378.40
23,386.00
81,236.35
114,986.25
44,387.42
82,315.28
79,902.60
1,584.00
2250 FLOWSERVE CORP
1628 GENERAL MTRS CORP
2005 JP MORGAN CHASE & CO
2280 KEYCORP NEW
660 LUCENT TECHNOLOGIES INC
400 MEADWESTVACO CORP
116 NEWS CORP
10,910.00
2,157.02
1,342.88
17,105.40
164,353.60
176 awesT COMMUNICATIONS INTL INC
387 RAYTHEON CO
5560 REYNOLDS & REYNOLDS CO
6329.822 VANGUARD SPECIALIZED PORTFOLIO REIT INDEX
352VERIZON COMMUNICATIONS
250 VODAFONE GROUP PLC NEW
135,015.10
11,561.44
5,251.25
988,077.77
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-'''''' EX- (6-98) ..
COMMONVVEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULI E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Victor A. Williamitis
FILE NUMBER
Include the proceeds of Ntigation and the date the proceeds were received by the estate.
An property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
56,991.07
116.33
Cash in Schwab Account
2 Interest in Schwab Account
3 Dividend Accrual in Schwab Account
176.63
4 Commerce Bank Account
2,099.77
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
59,383.80
REV-'511 EX+ ('2-89).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Victor A. Williamitis
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Funeral: Westbrock Funeral Home 1712 Wayne Avenue, Dayton, Ohio 45410
Meal for guests following funeral: Marriott Hotel, 1414 S. Patterson Blvd, Dayton, OH 45409
8,682.00
398.99
2
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. Attorney Fees
3.
Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation)
Claimant Gwen M. Matheny
Street Address 119 Stonehedge Drive
City Carlisle
3,500.00
Stale PA .Zip 17015
Relationship of Claimant to Decedent Daughter
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
8
9
10
11
12
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12,580.99
REV-1512 EX+ (12-03)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUnES, & UENS
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Victor A. Williamitis
Report debts incurnd by the dec:ecIent prior to death which remained unpaid. of the date of deIth, including unreimbursed medical expensu.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
FILE NUMBER
1.
Pension Payback to General Motors
2,358.49
2
Payback to Social Security
1,952.99
66.00
3
PA Estate Filling Fees
4
Postage
Moffitt Heart & Vascular Group, 1000 N. Front St., 1000 Wromleysburg, PA 17043
Holy Spirit Hospital: 503 N. 21st St., Camp Hill, PA 17011
Quantum Imaging: 2527 Cranberry Hwy, Wareham, MA 02571-5010
Nephrenology Assoc: P) Box 517, Hazelton, PA 18201
Nephrenology Assoc: P) Box 517, Hazelton, PA 18201
Spirit Physcian Services: 205 Grandview Ave STE 210, Camp Hill, PA 17011
PA Gastronenterology Consultant, 899 Popular Church Rd., Camp Hill PA 17011
Quantum Imaging: 2527 Cranberry Hwy, Wareham, MA 02571-5010
19.11
5
20.88
6
109.66
7
8
2.51
57.55
9
5.40
10
64.95
11
25.76
12
9.51
13
Susquehanna Surgeons
6.77
14
Associated Cardiologists: 856 Century Drive, Mechanicsburg, PA 17055
47.07
15
Carlisle Regional Medical Center
6.24
16
West Shore EMS: 205 Grandview Ave STE 211, Camp Hill, PA 17011
LANC HMA PHYS MGMT CENT PEN: PO Box 619, East Petersburg, PA 17520
West Shore EMS: 205 Grandview Ave STE 211, Camp Hill, PA 17011
46.21
17
14.76
18
34.72
4,848.58
TOTAL (Also enter on line 10, Recapitulation) $
Of more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Victor A. Williamitis
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY Do Not LIat Truatee(I) OF ESTATE
I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
See. 9116 (8) (1.2)]
1 GregorynlWilliamitis P.O. Box 620154, Ft. Rucker, AL 36362 Son
2 Gwen M. Matheny 119 Stonehedge Dr., Cartisle, PA 17015 Daughter
3 Ronald Williamitis 1253 Patterson Rd., Dayton, OH 45420 Son
4 Anthony J. Williamitis 2850 Wildwood Lane, Ft. Myers, FL 33905 Son
ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOWN N30VE 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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
~ ,~
RE~ISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2006-00888 PA No. 21-06-0888
Es ta te Of: VICTOR A WILLIAMITIS
(First, Middle, Last)
Late Of:
SOUTH MIDDLETON TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 302-07-1623
WHEREAS, on the 10th day of October 2006 an instrument dated
February 21st 2002 was admitted to probate as the last will of
VICTOR A WILLIAMITIS
(First, Middle, Last)
late of SOUTH MIDDLETON TOWNSHIP, CUMBERLAND County,
who died on the 26th day of June 2006 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
GREGORY M WILLIAMITIS
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 10th day of October 2006.
.i:j1u1 it( f!!J/!JfMI/?/nt rbtu;L
f!f4 ~
eputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT
OF
VICTOR ANTHONY WILLIAMITIS
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r, VICTOR ANTHONY WILLIAMITIS of Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, revoking all other wills
and codicils heretofore made by me.
FIRST
I direct the payment of my debts and the expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done.
SECOND
I acknowledge that I have previously designated my children Ronald V. Williamitis,
Gregory M. Williamitis and Gwen M. Matheny as the beneficiaries of my Charles
Schwab Account No. 7003-5135, which designation shall in no way be affected by this
my Last Will and Testament. I give, devise and bequeath all of the rest, residue and
remainder of my estate, of whatever nature and wherever situate in as nearly equal
shares as possible to my children ,Ronald V. Williamitis, Gregory M. Williamitis, Anthony
J!- Williamitis and Gwen M. Matheny, per stirpes.
THIRD
I direct that no personal representative or other fiduciary named,
nominated, or appointed by this my Last Will and Testament shall be required to post
any bond or give any security of any type for my purpose whatsoever, any law or rule of
court notwithstanding.
~
~
FOURTH
I appoint my son Gregory M. Williamitis as Executor of this my Last Will
and Testament. In the event my said Executor shall for any reason fail to so serve I
appoint my daughter Gwen M. Matheny as Executrix hereunder.
FIFTH
My personal representative shall have the following powers in addition to
those vested in them by law and by other provisions of this will, applicable to all
property, real, personal or mixed and wheresoever situate, exercisable without court
approval, and effective, with respect to each item of said property until actual
distribution thereof.
A) To retain, as investments of my estate or trust, any or all assets of my
estate, real, personal, or mixed, without regard to any principal of diversification or risk.
B) To pay all taxes, charges and expenses of maintenance, upkeep,
improvements, development, protection, preservation and investment of any retained or
acquired real or personal property.
C) To invest any and all funds, whether principal or income, in any real or
personal property without restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any principle of diversification; and to
lease, give options upon or sell at public or private sale and without approval of any
court; any real or personal property, or portion or portions thereof, irrespective of the
manner or the means by which the same was acquired by my said personal
representative.
D) To make payment or distribution herein provided for in cash, kind or
partly in cash and partly in kind, at valuations fixed by my personal representative at the
time of distribution.
. - .
SIXTH
Any and all payment or payments of any sum or sums, whether in cash or
in kind and whether for principal or income, payable hereunder shall be made upon the
sole receipt of the respective individual to whom the payment is made, and free from
anticipation, alienation, assignment, attachment, and pledge, and free from control by
the creditors of any such beneficiary.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,
my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2)
of which bears my signature in the margin for the purpose of identification, this May of
February, 2002.
Signed, sealed, published and declared by the above named testator,
VICTOR ANTHONY WILLlAMITIS as and for his Last Will and Testament, in the
presence of us, who, at his request, in his-sight and presence, and in the sight and
presence of each other, have hereunto subscribed our names as witnesses.
R~SS 95 Alexander Sprinq Rd.Carlisle.PA
ADDRESS 95 Alexander Sprinq Rd,Carlisle,PA
. '
COMMONWEALTH OF PENNSYLVANIA
: SS.
COUNTY OF CUMBERLAND
We, VICTOR ANTHONY WllLlAMITIS, ~. Bn/Q.V") ~a.IUYlo.nr')
and Wi \ \iQm W. ~O""-Pso'" the testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the testator signed and executed the
instrument of his Last Will and Testament, and that he signed willingly and that he
executed as his free and voluntary act for the purposes therein expressed, and~hat
each of the witnesses, in the presence and hearing of the testator, signed the Will as
witnesses, and that to the best of their knowledge, the testator was at the time eighteen
(18) years of age or older, of sound mind and under no constraint or undue influence.
Sworn to and subscribed before
me thisll[ay of February, 2002.
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