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Home My WebLink About06-22-07 REV..... ex. (NIl . -. l!! lli:~::! &l!l:g :Cli:... UlI.a1 ~ . OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEAl. TH Of' PENNSYLVANIA DEPARTNEHT Of' REVENUE DEPT.28OIlO1 ......RRI~. PA 1712B-Ol101 ... ffi o III ! DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ACRI, MICHAEL A. FILE NUMBER 21 2007 0116 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 172-01-0583 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. RemaInder Return (date of death prlorto 12-13-82) o 4. limited Estate o o 2. Supplemental Retum o 4a. Future Inleres1 Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy d Trust) o 10. Spousal Poverty Credit (dale of death between 1 -31-91 1-1-95 o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) , .... lllffi !lio o~ UII. EPHONE NUMBER 717/737-0464 z o S ~ ~ III II: 1. Real 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) o Separate Billing Requested 7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Unes 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) DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 01/25/2007 05/16/1911 3901 Market Street Camp Hill, PA 17011-4227 (1) None OFFICIAL USE ONLY ~ ~g C) (2) None ~ -' (3) ~ None !!~ (4) None N N (5) None o~o o .." (6) 6,387.74 P:o (7) None :o~ )SO (8) 6,387.74 (9) 1,253.02 (10) 2,319.74 (11 ) 3,572.76 2,814.98 (IF APPLICABLE) SURVIVING sPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) 1. Original Retum 6. Decedent Died Testate (Attach copy of WIll) 9. Litigation Proceeds Received 12. Net Value of Estate (Une 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (13) (14) 2,814.98 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) ~ 16. AmCiunt of Line 14 taxable at lineal rate 2,814.98 x .045 (16) F= g (17) II. 17. Amount of Une 14 taxable at sibling rate x .12 ~ U S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 126.67 20. ~ Cr;f::CK Ht:f~E 'F you 'IRE REQUESTING 4 r~EFUND Co AN OVERPAyri/lENT 126.67 Copyright 2000 form software only The Lackner Group, Inc. Form REV.1500 EX (Rev. 6-00) C6 Decedent's Complete Address: STREET ADDRESS I . 225 Salt Rd. CITY Eno1a I STATE PA I ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 126.67 160.00 6.33 Total Credits (A + 8 + C) (2) 166.33 3. InterestlPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4) Check box onP8ge 1 Line 20 to request 8 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 + SA. This is theBALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 39.66 0.00 PLEASE ANSWER THE FOLLOWING QUESnONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS J. Did decedi:mt make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. ~ I ~: ~:::~ ~~~~:i~~~~:~~a:~~.~~~~I..~.~~.~~.:.~~~.~~.~~~:~..~.~.i~.~~.~.~~~.'.'.'''.'''.'.'''.'.'.'.'.'.'~~:::::::::::::.'''. 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 v receiving adequate consideration?...........................................................-............................-..................... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which . contains a beneficiary designation?............................_............................._.................................................. 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my Imowledge and batie!, " is true. cOrrect and complete. Declaration preparer other lh8n the personal rapresentatlve Is based on aJllnfonnallon of which preparar has any Imowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS . Jo A. Acri DATE 225 Salt Rd. Enola, P A 17025 ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Lisa Marie Coyne ADDRESS DATE 3901 Market Street Camp Hill, PA 17011-4227 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 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 spouse is 0% [72 P.S. ~9116' (a) (1.1) (ii)]. The statutedoes not exemota 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 0% [72 P .S. S9116 (a) (t.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P .5. ~9116 1.2) [72 P .5. ~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 sibling is defined, ~ un~ection 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. I~~~j \ . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ACRI, MICHAEL A. I FILE NUMBER 21 - 2007 - 0116 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. John A. Acri ADDRESS RELATIONSHIP TO DECEDENT 225 Salt Rd. Enola, P A 17025 Son JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTERESl DECEDENrSINTEREST estate. 1 A. 10/01/1959 PNC Bank 12,775.47 50% 6,387.74 Checking Acct. #5140000195 (Leanore B. Acri predeceased) TOTAL (Also enter on line 6, Recapitulation) 6,387.74 .23:23 PNCBANK 412 768 3458 P.01/01 ~ PNCBAN< MaTch 1, 2007 Lisa Marie Coyne ' 3901 Market Street Camp Hill, PA 17011-4227 RE: Estate of Michael A. Acri, deceased SSN: 172-Ql..QS83 DOD: 1/25/2007 Dear Ms. Coyne: In response to your request for Date ofDcath balances for the customer noted above, Om' records show the following: CheekiJlg Aceout Account#S140000195 Established 10/01/1959 MICHAEL A ACRI LEANORE B ACRI JOHN A ACRI DOD balance: $12,771.50 + $3.97 aCcrued interest Please note that this office only provides date of death balances fOt' deposit accounts (!RAs, CDs, Checking and Savings accounts). We do not proceu any finaacial transactions or provide statements. If you need assistance with any of these items, please call t -S8S-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. ,. Sincerely, ~~ Rachcllc Wells 1-800-762-1775 P7-PFSC-04-F . 500 first Ave. PittSburgh PA IS219 Mcmb~r FDIC T ."",'" - 4"'~f TOTAL P.01 *' SCI-EDUl.E H RN:RALEXPENSES& ADNNSTRAllVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ACRI, MICHAEL A. I FILE NUMBER 21 - 2007 - 0116 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1. Headstone Engraving 200.00 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 Coyne & Coyne, P.C. 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills of Cumberland County 64.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Postage 78.00 2 Inheritance Tax Filing Fee 15.00 Total of Continuation Schedule(s) 396.02 TOTAL (Also enter on line 9, Recapitulation) 1,253.02 . SchecUe H FlI18I'aI ExpeIISeS & . Adn. "".veCostsc:or6uld COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ACRI, MICHAEL A. I FILE NUMBER 21- 2007 - 0116 3 Patriot News-- Legal Advertisement 121.02 4 Cumberland Law Journal 75.00 5 Reserves 200.00 ,. Page 2 of Schedule H . . *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH Of PENNSYl.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ACRI, MICHAEL A. I FILE NUMBER 21 - 2007 - 0116 Include unrelmbursed medical expenses. ITEM NUMBER 1 Jewish Home DESCRIPTION AMOUNT 2,175.74 2 Therapy Associates 94.00 3 Uncleared Checks 50.00 TOTAL (Also enter on Line 10, Recapitulation) 2,319.74 ,. . . . *' SCHEDULE J BENEFICIARIES REV.1513 EX+ (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ACRI, MICHAEL A. I FILE NUMBER 21 - 2007 - 0116 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 John A. Acri Son 100% of Residual Estate Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sh81 t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE Henry F. Coyne Lisa Marie Coyne COYNE & COYNE, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3901 Market Street Camp Hill, Pennsylvania 17011-4227 (717) 737-0464 Facsimile (717) 737-5161 June 21, 2007 ~.. !i~ 000 o~-n P:o ~~ Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Michael A. Acri, Deceased No. 21-2007-0116 Dear Sir or Madam: We represent the estate of the late Michael A. Acri. ...... c:> c::>> ...., :::;0 ~~~ G)O (""'" ::0 '::..:jO n.lrn :X'J C:J C;~~ -. ..,., s<:=') ;~::~: r"'f1 0':'"; f:~) " ',':,! f: z: N N > ::It c:? W W Enclosed please fmd an original and two copies of the enclosed inheritance tax return. Kindly docket the original and return to this office one "clocked-in" copy with the enclosed envelope. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & COYNE, P.C. ZfY- arie Coyne 7. LMC/cmc Encls. ( { ~ -' "" - '" ~. ~,l.~;'io; ~ ,...-.itt...,.. j:' ~. .j, - .- 2001 JUN 22 All 10: 33 . ft. ~ ~,., .~,,:. ..... . \ ..'!'~.~' u"'l -,';,;,!V. ? ..,,41.. ~ '?. t'f.'..."c1',". ~r~_.", ~... ,.. ORDer OFFiC.E U,' ,.j... - - \ -,.u _ P i" R_C TO....., (v.. WI! LJ REGIS t.r. VI It ~ "'" ~ o CLE~~ 8buRT cm~AND CO., PA " . ,~ ji'-. '" , ,SJ .. .j l"- . 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