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Home My WebLink About09-30-08 (2)15056041125 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 2aosol 2 1 0 7 0 0 2 3 7 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 2 4 0 8 8 5 1 1 1 0 3 2 0 0 6 1 0 0 8 1 9 4 9 Decedent's Last Name Suffix Decedent's First Name MI L I B R A N D I A N T H O N Y G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return RE:quired death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 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. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL t AX INFUKmA I Iuly ~ttuu~u tst uirct~ i to i ~: Name Daytime Telephone Number B E N J A M I N J B U T L E R 7 1 7 2~ 6 1 ~, 8 5 ~ ` ~ Firm Name (If Applicable) REGISTER'~_ _JLLS USE~L'Y _ , B U T L E R L A W F I R M ~~ ~7 r~T ' -. `~ First line of address ~~ -"-? ~ , ,, ~ _ , -: 5 0 0 N T H I R D S T R E E T - ,'_;.~ --~ ._ ~ Second line of address _ ~ =-i-i Tv ~ _ ~ - P O B O X 1 0 0 4 ~ rv City or Post Office State ZIP Code DATE FILED `J ' H A R R I S B U R G P A 1 7 1 0 8 Correspondent's a-mail address: LAWYERS(a~BUTLERLAWFIRM.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 bellet, It .c tnia rnrrart and rmm~lete. Declaration of oreoarer other than the personal representative is based on all information of which preparer has any knowledge. SIGN ~ E OF ~O~ F2ESPON)1~E~FILI ETURN . QA_TE / ~- _ ~~ AD RESS 7 /-J~~/( 26 HERI ST T HARRISBURG PA 17109 S NATU OF E,IZ PARR OT TH EPRESEN E DAT~ ~ ZZ ~ S "-__` ~ ADDRESS 500 N THIRD ST ET, PO BOX 1004 HARRISBURG PLEASE USE ORIGINAL FORM ONLY PA 1710F'~ Side 1 15056041125 15056041125 \N V 15056042126 REV-1500 EX Decedent's Social Security Number 1 8 2 4 0 8 8 5 1 ANTHONY G. LIBRANDI Decedent's Name: RECAPITULATION 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. • 1 2 7 5 , 2 2 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 1 2 7 5 2 2 8. Total Gross Assets (total Lines 1-7) ........................ ... . 2 8 0 2 2 4 9. Funeral Expenses & Administrative Costs (Schedule H) g. , 1 2 4 9 ~ ~4 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ....... .. 10. 11. Total Deductions (total Lines 9 & 10) .................. ....... .. 11. 4 0 5 1 , ~ 9 12. Net Value of Estate (Line 8 minus Line 11) ................ ....... .. 12• - 2 7 7 6 4 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ......... ....... .. 13. - 2 ~ ~ 6 , 4 7 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... ....... .. 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 0, 0 0 (a)(1.2) X.0 . 16. Amount of Line 14 taxable 0 0 0 0, 0 0 at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable 0 0 0 17 0 , 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 0 , 0 0 at collateral rate X .15 18 0 , 0 0 ....................................... 19. Tax Due ....... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 15056042126 J REV-1500 EX Page 3 File Number 21 07 00237 vGVGa.~`..a .~ vv...r,..v... . .... ~.. ~~_. DECEDENT'S NAME ANTHONY G. LIBRANDI _ __ -- --- -- STREETADDRESS 212 SILVER SPRINGS ROAD - - - - _ _ -- - CITY -STATE ~ ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: ~. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit - B. Prior Payments _ C. Discount o.oo Total Credits (A + B + C) (2) 0.00 0.00 0.00 0.00 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty Total InterestlPenalty (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) B. Enter the total of Line 5 +SA. This is the BALANCE DUE. (5B) Make Check Payable fo: 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 : ................................................................ ...... X b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^ ^X 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 ^ 0 without receiving adequate consideration? ................................................................................. h? " ...... ^ 0 ... or payable upon death bank account or security at his or her deat 3. Did decedent own an "in trust for ...... Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 4 . 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. 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 iri 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. 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. §9116(a)(1.3)]. Asibling 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-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANTU(1NV (; T TRR ANT)T FILE NUMBER 21 07 00237 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF' DEATH 1. Commonwealth of PA, Department of Treasury, Bureau of Unclaimed Property -Demutualization Cash 26.04 2. Commonwealth of PA, Department of Treasury, Bureau of Unclaimed Property -Demutualization Stock 1,077.25 3. Commonwealth of PA, Department of Treasury, Bureau of Unclaimed Property -Statement Savings 171.93 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY TOTAL (Also enter on line 5, Recapitulation) I $ 1,275.22 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ANTHONY G. LIBRANDI 21 07 00237 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 2 3 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Year(s) Commission Paid: Attorney Fees Butler Law Firm Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip 4 5. 6. 7. 8. 9. 10 11 12 Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland County Register of Wills -Additional Short Certificates Cumberland County Register of Wills -Filing Fee Photocopies Notary Fees PA Unclaimed Property - 15% Finder's Fee Death Certificates Zip 2,497.56 25.00 12.00 30.00 9.40 10.00 191.28 27.00 TOTAL (Also enter on line 9, Recapitulation) I $ 2,802.24 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ANTHnNY C~_ T,TRRANDI 21 07 00237 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Negative net value subject to tax on line 14 of PA Inheritance Tax Return filed Apri129, 2008 *excess deductions on prior return* 1,249.45 TOTAL (Also enter on line 10, Recapitulation) I $ 1,249.45 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ANTHONY G. LIBRANDI 21 07 00237 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) (1.2)j 1. Insolvent Estate 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) i° "` w cn 0 x H o M O ~ U W O Ch < ~ ~ i ~ ~"' Vl y+ w a ~ ~ H~o. o ~ a r z w ~+ z w O~1 ~ Per r L a w F' 3 a LY+ ~ .'r+ W a ° . walla ~, Q o ] Hxrx~ ~ '" e ~ u] W p r-+ ~aaoa ~ U '~ W ~ 6 x CG U ~ U 1--