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Home My WebLink About03-25-08 --! 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 HarrisburQ, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT ~I 07 ()l' q ~ Date of Birth 099-14-9030 12212006 02271924 Decedent's Last Name Suffix Decedent's First Name MI SO RANIS! 0 VITTORIO J (If Applicable) Enter Surviving Spouse's 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 W 1. Original Return D 2. Supplemental Return D D o 3. Remainder Return (date of deatt! priorto 12-13-82) 5. Federal Estate Tax Return Required D 4. Limited Estate D 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) 8. Total Number of Safe Deposit Boxes W 6. Decedent Died Testate D (Attach Copy of Will) D 9. Litigation Proceeds Received D D 11 Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTE:D TO: Name Daytime Telephone Number ROBERT G. FREY Firm Name (If Applicable) 717-243-5838 REGISTER OF WILLS USE ONLY FREY & TILEY First line of address 5 SOUTH HANOVER ST Second line of address City or Post Office State ZIP Code DATE FILED CARLISLE PA 17013 Correspondent's e-mail address:RFREY@FREYTILEY.COM Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and beli~ true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATI,JRE OF PERSON RESPONSIB FOR FILING RETURN ""' DATE .f II "';'?I:i":' l/IIl DA T~ r ' I ,'- (C ~ Z -;- 7008' PLEASE USE ORIGINAL FORM ONLY Side 1 L- 15056041114 15056041114 --! C1 ....J 15056042115 REV-1500 EX Decedent's Name: VITTORIO J SORANO RECAPITULATION 1. Real estate (Schedule A) . 2. Stocks and Bonds (Schedule B) . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . 4. Mortgages & Notes Receivable (Schedule D) . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 6. Jointly Owned Property (Schedule F) [:::::JSeparate Billing Requested. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate 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) .. ... 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . .. ...... 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). . . . . . . . . . . . . . . . . . TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O L 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 Decedent's Social Security Number 099-14-9030 1. NONE 2. NONE 3. NONE 4. NONE 5. NONE 6. NONE 7. 47486.00 8. 47486.00 9. NONE .. . 10. NONE 11. 0.00 . . 12. 47486.00 13. 0.00 47486.00 14. 47486.00 15. 0.00 16. 0.00 17. 0.00 18. 0.00 .... . .. . .."".." . . . 19. 0.00 19. TAX DUE. . . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side2 L 15056042115 D 15056042115 ....J REV-1500 EX Page 3 099-14-9030 Decedent's Complete Address: DECEDENT'S NAME VITTORIO J SORANO STREET ADDRESS 7073 CARLISLE PIKE LOT 214 File Number 21-07-0796 DECEDENT'S SOCIAL SECURITY NUM8ER 099-14-9030 CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) Tetal Credits ( A + 8 + C) (2) 3. Interest/Penalty 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 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) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 0.00 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . Yes o o o o o o 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? . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . No [II [II [II [II [II [II 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . .. ................ [R] [] 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 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. ~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)]. I; 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. 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER VITTORIO J SORANO 21-07-0796 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1, Amalgamated Lithographers Pension Fund 25,803 100.00% 25,803 2. Amalgamated Lithographers Burial Fund 1,000 100.00% 1,000 3. ALA-Lithographic Industry Pension 20,683 100.00% 20,683 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 47 ,486 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER. VITTORIO J SORANO 21-07 -0796 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 [include outright spousal distributions, and transfers under Sec. 9116 (a) (12)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVEH SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 Lois Murphy Soranno 47,486 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 (If more space is needed, insert additional sheets of the same size) LAST WlLLAND TESTAMENT I, VI11'ORIO J. SORANNO, of Lower Allen Township, Cumberland County, PennsYlvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE~ I direct my Executrix to USe the funeral services of the Neill Fuoeral Home, loc., 340 I Market Street, Camp Hill, Pennsylvania 17011, with my burial to be in Pinelawn Cemetery, North Baldwin, New York I further direct my Executrix to pay all of my debts, funeral and administrative expenses as SOon as nay be done conveniently after my decease. TWO; At my death, it is my request and direction that in lieu of flower contnbutions, that financiaI contributions be made to the Diabetic Association or the American Cancer Society in my Dame. 11iREE: I give, devise and bequeath all of my estate of every nature and wherever situate to my wife, Lois Ann Murphy Soranno, provide she survives me by thirty (30) days or more. FOUR: If my wife, Lois Ann Murphy Soranno, has predeceased me or failed to survive - me by thirty (30) days or more, I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate as follows: a. 50% to Marilyn Marchese and if she has predeceased me then to Robert B. Marchese and Cheryl Ann Donato, in equal shares, per capita. b. 50% to John Joseph Murphy and Steven Jay Murphy, in equal share, per capita. FIVE: I nominate and appoint, my wife, Lois Ann Murphy Soranno to serve as Executrix - of this my Last Will. If she has Predeceased me, failed to qualify or ceased to serve as Executrix, I nominate and appoint Marcus A McKnight, m, Executor in her place. .sIX: My Executrix may, at her discretion, compromise claims, borrow money, retain property for such length of time as she may deem proper; lease and sell property for sucb prices, on such terms, at public or private sales, as she may deem proper; and invest estate property and income without restriction to legal investments. SEYEN: No Executrix acting hereunder shall be required to post bond or enter security in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and sealQIJ ~ day of November, 1992. ~J-~ VITTORIO 1. SORANNo (SEAL) Signed, sealed, published and declared by;. VITTORIO 1. SORANNo, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have subscribed our witnesses hereto. ~.r14..br YJa.l;{ Jd #<:./ -4.~~ "0 ~ ~ ~CO~ J - I ACKNOWLEDGEMENT AND AFFIDAVIT KENNEY, the testator and witnesses respectively, whose names WE, VITTORIO J. SORANNO, SHARON L. SCHWALM and KATHLEEN M. testator signed and executed the instrument as his Last Will do hereby declare to the undersigned authority that the are signed to the foregoing instrument, being first dUly sworn, me by l ~jHARON L. SCHWALM and KATHLEEN M. thisdOtr> day of November, 1992. r-~3TAF0I:SEAl'- -I' I ~ ~!T~I ~.~~,)Rni~:-I~~,;'!_OTi\):;~ PUBLIC I f, .:J,,~.,LJ:;Lt !:;uRO, fJ\).\1t.:'!::!1!..A(~U COUt ' ! \. C[;f,1!A:S.s:Cf',' E:'X;~i:;..:~; D::C. 15, L " --------..----..-..--.- KENNEY, witnesses, the testator, that each of the witnesses, in the presence and hearing of free and. voluntary act for the purpose herein expressed, and and that he had signed willingly, and that he executed it as his the best of their knowledge the testator was at that time signed the Wi11 as a witness and that to eighteen years of age or older, of sound mind and under no constraint or undue inf1uence. COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SSe Subscribed, Sworn to and aCknowledged before me by VITTORIO J. SORANNO, testator, and subscribed and Sworn to before '.. .,;;bsr, Per;;;syl'ia::ia )l,SSO:i~t;0r) o! Not. . a'J