HomeMy WebLinkAbout09-06-07
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15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 07
0377
Decedent's Last Name
Suffix
Date of Birth
07141926
Decedent's First Name MI
OSCAR R
Spouse's First Name MI
DOROTHY M
172247849
12222006
ACRI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
ACRI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Return 0 2. Supplemental Relurn
[l 4. Limited Estate 0 4a. Future Interest Compromise
(date of death after 12-12-82)
[~ 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Lifigation Proceeds Received 0 10 Spousal Poverty Credit {date of death
. between 12-31-91 and -1-95)
o
3. Remainder Return (dafe of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
o
8. Total Number of Safe Deposit Boxes
o
11.Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
MICHAEL L. BANGS 7177307310
Firm Name (If Applicable)
REGISTEROF WILLS USi;;9NL Y
_l~
429 SOUTH 18TH STREET
(.)
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First line of address
Second line of address
:;:7'~~
City or Post Office
State
DATE filLED
co
CAMP HILL
PA
ZIP Code
17011
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Correspondent's e-mail address:
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 n of which preparer has any knowledge.
SIGNATUR,l= OF PERSON RESPONSIBLE FOR FILING RETURN DATE
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ADDRESs-'
Dorothy M. Acri
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3017 Dickinson Avenue, Camp Hill, PA
SIGN?T~E OF PRffARE.. R. OTHER THA~P SE/iTATIVE
V ~---(_A'1 / (' / ))../
ADDRESS
17011
J L/
DATE
Michael L. Bangs
429 South 18th Street, Camp Hill, PA 17011
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Side 1
15056041147
15056041147
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15056042148
REV-1500 EX
Decedent's Name Oscar R. Acri
Decedent's Social Security Number
172247849
RECAPITULATION
1. Real Estate (Schedule A)......
2. Stocks and Bonds (Schedule B)..
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).............. 3.
4. Mortgages & Notes Receivable (Schedule D)....................
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E).................... 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested.............. 6.
7. Inter-Vivos Transfers & Miscellaneous Nonyrobate Property
(Schedule G) D Separate Billing Requested. 7.
8. Total Gross Assets (total Lines 1-7).....
9. Funeral Expenses & Administrative Costs (Schedule H)..
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)......................... 10.
11. Total Deductions (total Lines 9 & 10).....
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)..........
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2)X~ 0.00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
0.00
0.00
19. Tax Due
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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Side 2
15056042148
8.
9.
11.
14.
15.
16.
17.
18.
19.
1.
2.
3,570.34
4.
3,570.34
3,774.25
3,774.25
-203.91
-203.91
0.00
0.00
0.00
0.00
0.00
D
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Oscar R. Acri
STREET ADDRESS
3017 Dickinson Avenue
I-------~-, "
File Number 21-07-0377
,
'____u______ '________~~
CITY
I STA TE-~TzIP-----------
PA I 17011
Camp Hill
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2, Credits/Payments
A, Spousal Poverty Credit
8. Prior Payments
C. Discount
(1) 0.00
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2) 0.00
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 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.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
0.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
[]
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[J
[]
D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. [J [J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.............................................. [] [-]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a retain the use or income of the property transferred;.... ..................................
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?........ ....... ............................ .......... ...... .......... ....................
Yes
No
D
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[]
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 PS. g9116 (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. g9116 (a) (1.1) (ii)]. The statute does not exempt 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. g9116 (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. g9116 1.2) [72 P.S. g9116 (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 PS. g9116 (a) (1.3)J. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Acri, Oscar R.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-07 -0377
All property jointiy-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 8 shares of Axa Financial - 8 shares of stock 39.74 317.92
2 38 shares of Prudential Financial - 38 shares of stock 85.59 3,252.42
TOTAL (Also enter on Line 2, Recapitulation) 3,570.34
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule 8 (Rev. 6-98)
REV-1151 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Acri, Oscar R.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -0377
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal R.epresentative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Michael L. Bangs 3,500.00
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 76.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 198.25
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 3,774.25
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
REV-1513 EX+ (9-DO) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE .J
BENEFICIARIES
ESTATE OF
NUMBER
Acri, Oscar R.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07 -0377
RELATIONSHIP TO
DECEDENT
Do Not list Trusteefsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Dorothy M. Acri
3017 Dickinson Avenue
Camp Hill, PA 17011
Spouse
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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 Schedule J (Rev. 6-98)
Frank R. Baker
146 Springhouse Lane
Spring Grove, PA 17362
Phone: 717/225-5450
Fax: 717/225-0494
e-mail: frankr.baker@suscom.net
January 30, 2007
The following is the value of Oscar R. Acri's stock holdings at the time of his
death on December 22, 2006:
Equities Stock Symbol High Low Average Shares Value
Axa Financial AXA 40.03 39.45 39.74 8* $ 317.92
Prudential Financial PRU
86.00 85.18
85.59
38 $ 3252.42
Total
$ 3570.34
*Nine shares of Equitable Companies will be exchanged for four shares of
Axa Financial. Four shares of Ax a Financial are book entry shares.
You will need to provide the folRowing documents to open an Estate account
at The Investment Center:
1. Signed Cash Account Agreement
2. Affadavit of Domicile
3. Short Certificate that is not more than 60 days old
4. Death Certificate
You will need a signed Stock Pc)wer, as well as, the above documents,
excluding the Cash Account Agreement for each stock security in order to sell
them. I have enclosed a Cash Account Agreement. I will need to get additional
information to open the Estate account, such as date of birth of Executor, Tax ID
of estate, and other personal information about the Executor.
If you have any questions, please call me.
Sincerely,
~"---' r,
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Frank R. Baker
LAST WILL AND TESTAMENT
of
OSCAR R. ACRI
I, Oscar R. Acri of 3017 Dickinson Avenue, Borough of
Camp Hill, County of Cumberland, Commonwealth of Pennsylvania,
being of sound mind and memory, do hereby lnake, publish, and
declare this to be my last will and testament, hereby revoking any
will or wills heretofore made by me.
Fir st.
be fully paid and
decease.
I direct that all my just debts and funeral expenses
satisfied, as soon as conveniently may be, after my
Second. I give and devise, and bequeath unto my wife,
Dorothy M. Acri, all my residue, and estate, both real and personal,
of every kind and description, wheresoever situate, which I may own
or have the right to dispose of at the time of my deceas e.
Third: If my wife, Dorothy, shall not be living at the time
of my death, I give, devise, and bequeath unto my son, Elden Richard
Acri, my tools, guns, personal clothing and personal effects.
In this event, I also give, devise, and bequeath all the rest, residue,
and remainder of my estate, both real and personal to my daughter
Viki Ellen Acri Stremmel and my son, Elden Richard Acri, to be
divided equally between them. If any of said children, Elden or
Viki shall not be living at the time of my death, then the surviving
child shall receive the entire estate.
In Witness Whereof, I, Oscar R. Acri, the testator, have
set my hand and seal hereto this fifteenth day of June in the year of
our Lord one thousand nine hundred and seventy-one (1.971).
{!)~" J~~ a_>c,~
Signed, sealed, published, and declared as and for his last
will and testament by Oscar R. Acri, the above-named testator, in
the presence of us, who, at his request and in the presence of him and
of each other, have subscribed our names hereto as witnesses on the
day and year last aforesaid.
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