The URL can be used to link to this page

Home My WebLink About12-24-08J 1SgS6a7121 REV-15DO ~ (OS-05) OFFICIAL USE ONLY PA DeparN~entol Revenue County Code Year FNe Number Bureau oflndivkiualTaxes lNMERITANCE TAX RETURN Po $ox ztl0sol 2 1 p 7 a 3 2 S alrisbur PA 1712&0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Dale of Bllth Social Secur[ty Number Date of Death X09 2D 9732 a3142Q0? D~Z419 c'8 Decedent's Last Name Suffix Decedent's First Name MI O L E K S A JON N B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITM THE REGISTER OF WILLS full FILt_ INAPPROPRIATE OVALS BELOW rn l Ret i i O D 2. Supplemental Return ~ 3. Remainder Return (date of death u g na i. r prior to 12-1382) 4. Limited Estate Q 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Dfed Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Oeposil Boxes (Attach Copy of Wlll) 9. Litigation Proceeds Received ~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~ 11. Election to Eax under Sec. 9113(A) O h S h A between 12-31-81 and 1-1-85) ) c . ttac ( CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0: Daytime Telephone Number Name M EL A N IE WA L Z S CAR IN GT 717 657 77~~a Firm Name {if Applicable) f REGISTER OF iMLC FUSE ONLI(~ S C A R I N G I & S C A R I N G T P C r '~ ~~ ~ ~, n~ First line of address - -;:~ ~- 2 a p a L I N G L E S T O W N R 0 A D ~? -v -~- Second line of address ~ ~ ,_ =~ .. _ : = ~ S U I T E 1 0 6 - o DATE FILED ~ City or Post Office State ZIP Cotta -- _ _..._. -.--- H A R R I S B U R G P A 1 7 1 1 a Correspondent's e-mail address: MELANIE SCARINGILAW COM Under penalties of penury,) dedare that 1 have examined this velum, indudkg accompanying schedules and statements, and tc the best of my knowledge and ballet, it is W e, coned and complete. Dedaratlon of preperer other Ihan the personal representative is based on ail informatbn of which preparer has any knowledge. SIG TUR~NRESPONSIB FORFILINC3Rk1Uxrv ADDR.S~Lf ~'f3-eGfQ~`- .~~- ~a~ ..~~ ~ ~ / 7 S ~~ SIGddN~A~ T11RE OF PREPARER OTN~fi1THAN REPRESENTATI](E ~ ~ ,~ 7 ~,~ PLEASE USE ORIGINAL FORM 15a56p7121 Side 1 ~ -, '. . --, 1~p56a71~ar -..J ZSDS6D?221 REV-1500 EX Decedent's Social Security Number 2 D 9 2 0 9 7 3 2 Decedents Name: J O H N B• 0 E. E K S A RECAPITULATION t. 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 6 5. D D 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 8. Jointly Owned Property (Schedule F) ^ Separate 8ilfng Requested ....... 8• 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Properly arate Billing Requested ....... [~ Se 7. ' p (Schedule G) 8. Total Gross Assets (total Lines 1-7) ... , ....... 8. 5 6 5 . 0 D 9. Funeral Expenses & Administrative Costs (Schedu[e H) ................ 9• 9 D 5. 1 D f0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. ' 11. Total Deductions (total Lines 9 & 4t)} .... ........... 11. 9 D 5. 1 0 12. Net Value of Estate (Line 8 minus Line 11) ... ........... 12• - ~ 4 0 . 1 0 13 Charitable and Governmental BequestslSec 9113 Trusts for which . an election to tax has not been made (Schedule J} .................. 13. 3 ~ 0 ' 1 0 14. Net Value SubJect to lax (Line 12 minus Line 13} .................. 14. TAX COMPUTATION • SEE INSTRUGTiONS FOR APPLICABLE RAT~3 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 D . D 0 16. Amount of Llne 14 taxable 0 D 0 0 . 0 0 at lineal rate X .~ . 18 17. Amount of Llne 14 taxable D . D 0 17 D . D 0 at sibling rate X .12 18. Amount of line 14 iaxable D . 0 D 18 D . 0 0 at collateral rate X .15 . 19. Tax Due ................................................19. 20. FILL IN TiiE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Stde 2 1505607221 1505bD7221 D. 0 D REV-tEaO EX Pege 9 Decedents Complete Address: JOHN 6. OLEKSA __ _ _ -- ---- STREET ADDRESS 3433 HAWTHORNS DRIVE __.__-..... ctrr CAMP HILL File Number 21 07 0325 _.._ STATE -- _ Z1P PA -. __ 17011 Tax Payments and Credits: 1. Tax Oue (Page 2 Line i9) (1) 0.00 2. CrediislPaymenis A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. IrtterestlPenally lfiapplicable R interest E. Penalty Total lnteresUPenaliy (D + E ) 4. if Line 2 is greater than Line 1 +tlne 3, enter the dEfference. This is the OVrGRPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. if line 1 + Line 3 (s greater than Llne 2, enter the dlHerence. 7hfs is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 +5A. This is the f3ALANCE DUE. {3) 0.00 (a) o.oo {g) 0.00 {5A) (5B) 0.00 Make Check Payable ta: REGISTER OF WILLS, AGENT .,.-- ..., :... ... ... ..~ -.:. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" 1N THE APPROPRIATE BLOCKS 1. D(d decedent make a transter and: Yes ^ No Q a. retain the use or income of the Property Uansferred : ...................................................................... retain the dght to designate who shalt use the properly Uansfened or its income : ............................... b ^ . : . ^ ..... c. retain a reversionary interest; or .......................................................................................... ^ X 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 ^ X ^ without receiving adequate consideration? ....................................................................................... h? ^ ......... 3. Did decedent own an'in trust fo!' or payable upon death bank account or security at his or her deat Did decedent own an Individual Retirement Account, annuity, or other non-probate property v~hlch 4 . contains a benefiaary designafion? .................................................................................................. ^ 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 p2 P.S. §9116 (a) (1.1} {i}]. For dales of death on or after January 1,1995, the fax rate Imposed on the net value of transfers io or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemW a transfer to a surviving spouse from tax, and the statutory requirements for dlsdosure of assets and filing a tax relum are stlp applicable even if the surviving spouse is the only beneftdary. For dates of death on or after Juty 1,2000: The tax rate imposed on the net value of transfers from a deceased child tweniy~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 (a.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §91 iB{a)(1)]. The tax rate imposed on the net value of Iransters to or forthe use of lhedecedent's siblings is twelve (12j percent [72 P.S. §91i6(a)(1.3)]; Asibling isdefined, under Section 9102, as an indivlduaf who has at least one parent in common with the decedent, whether by blood or adoption, REV-1,ti08 EX+ (8-98) COMN~I HER A~tVCE TTAX R TURNA~ ..,~ ~.~ n n~ even SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~n.E 21 07 0325 (tt more space is neeaea, msen aaa iuona~ ~nww ~~ ~~o ~~~ p o~~~ REV•'fbt9 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAi. EXPENSES & ADMINISTRATIVE COSTS __ ESTATE OF F JOHN B. OLEKSA 21 O7 0325 Debts of decedent must be reported on Schedule 1. ITEM AMOUNT NUMBER DESCRIPT{ON p, fUNERAL EXPENSES: S. B. AOMINISTRATkVE COSTS: 1. Personal Representaitve's Commissions Name of Personai Rapreseniative (s) SlreetAddress C~, Siale Zip Year(s) Commission Paid: 2. Attorney Fees g, Family Exemption: Iii decedenPs address (snot the same as dalmanCs, attach explanaYon} StreetAddress Cm, Staie Zlp Retatlonshlp of Cfalmant to Decedent 4. Probate Fees 5 ArxorrntanPs Feas 6- 7axRetumPreparersFees 2007 PERSONAL INCOME TAX RETURN (FEDERAL AND 754.00 STATE (ADVANCED BY CHRISTINE ESHELMAN) 7, ADDITIONAL SHORT CERTIFICATES (ADVANCED BY S&S) 20.00 $. FILING FEE FOR ORIGINAL INHERITANCE TAX RETURN (ADVANCED BY S&S} 15.00 g, FILING FEE FOR ORIGINAL INVENTORY (ADVANCED BY S&S) 15.00 10. ADMIN. EXPENSE (COPY, FAX, POSTAGE) TO S&S FROM 11/20/07 -12!12108 101.10 TOTAL (Also enter on Ilse 9, Recapitulation) I ; 10 Ili more space is needed, insert additional sheets of the same size) REV-i 513 EX r (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT OECEOENT ESTATE OF FILE NUMBER JOHN B. OLEKSA 29 07 0325 12E1AT10NSHiP TO DECf DENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Rot Lfat Traatee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (nduda ouUiBh{ spousal dlsUitwtions, and transfers under Sec. 9118 (a 1. 1. CHRISTINE M. ESHELMAN Lineal 0.00 2544 GOLDEN DRIVE EAST PETERSBURG, PA 17520 2. PATRICE A. TAL£FF Lineal 0.00 662 ARLINGTON ROAD CAMP HILL, PA 17011 3. JOHN B. OLEKSA, JR. Lineal 0.00 341 TATTLETOWN ROAD gARONSBURG, PA 15820 ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 8113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1 B. CHARITABLE ANO GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LWE 13 OF REV-1500 COVER SHEET , S (!f more space is needed, insert additional sheets of the same size) `Ci7: 6577787 P ~ 4 ~~' pEC-19-2008 11;00A FRAM: ~ o tV V1 ,% r ~ ~ `O O ~O ~ ~ ~^ ~"" ~ c ~ ~ O v ~ ~ M ~ N N O S 2 N4~ ! ~ ~-N l ~ O ~ O ~ N as M X M ~- ~ nt W ~ ~p ~ M p ~ r \O _ ~' ~ ~ ~ ~ N ~ H CJ ~ 0 r dNr V ~~ N : u~m4 ,y. ~ = ~wpcv In oo . ~GxZ~aG .p W tAeti ~ .1 Vl p ~ -= ~ V1GyG: ~ r°n ° z~c~w cu c xc~~a p In ~ ~.: ~T'NW 9 n a ~ ~ -~ t. . ':: a 0 N .-! .T D .a Q' ru ei] cIl .~ c0 ,a rn a 0 C~ O D 0 ^r r r 1 DEC-14-2008 11:00A FROM: S~ttnon~Leverl~l L 1111/1~/ •Ylllt ACG1 tlAtlN71 wir0 /V•IN1/1 •/V11/11 <4d Murry HII[ Circle • ~~b89~ 9 ~' (71 t7 5tS9-7007 piwne (r y1 `. www.6imon-Iever.COm 'fC?: dohn 8.0leksa c!o Ct)ristlne 1;shetman Prep~tratton o('the }otlowing 2007 tax returns: ~t3derai Income Tax Return pennsy{varlta Income Tax Return Other Schedules snd Forma: Federal - 4888, D, 8261 Pennsylvania - Rev-276, W-2S, D Meet with Chris ~shelmen to review 2007 tre~nsactions. Apportion transaattons between estate and final Indfvldual returns. TO: 6577797 P:6~6 Involca Nol tS ~ U 11 Invoice Data October 22, 2008 Account No. 358b6 Psvment due upon Iooefpt of Mvolae. 1.596 ffnan0o chrrQe par month on pest due tmofoae.