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Home My WebLink About06-17-09 (3) ,~ ~.,, ~, , `,~., ; j. f ~.v ZQ~9,~~~y ~ 7 ~~ ~~ ?~ ~~r~~~ ~~ ORF,~,a ~: ~ -:- ~.~. ~1 ~~ r~ N O ~ O ~ ~ ~ C~ G~ p ~' O ~ ~ •bA aj C ~~ ~~ ~~~~ ~~a~ ~ ~~~ wU ~~~~ ~.~ ~~ ~ ~ U ~ o ~U ~~ U N ,-~ • ~.., O_ E- '"' W W U ~ _ ~x-~ LAW OFFICES ~1Y Q~ ~ ~ P.U. Box 1121 HARRISBURG PA 17108-1121 DAV[D A. WION ---'-'------------------- FRANCIS A. ZULLI 109 LOCUST STREET 1EAN D. SEIBERT HARRISBURG PA 17101 SHELLY J. KUNKEL (717) 236-9301 (717) 232-1488 FAx (717) 236-6100 EMAIL: WZS@MINDSPRING.COM June 16, 2009 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court 1 Courthouse Square, Room 102 Carlisle, PA 17013 Re: Estate of John Campisi No. 21-09-0311 Dear Ms. Strasbaugh: 1 13 E. MAIN STREET HUMMELSTOWN, PA 17036 (717) 566-2501 Enclosed please find an original and a copy of the first page of the Inventory and Pennsylvania inheritance tax return, a check in the amount of $30.00 made payable to the Register of Wills, and a check in the amount of $4,390.97 made payable to the Register of Wills, Agent, in regard to the above-referenced estate. Please time-stamp and return the copy of the Inventory and first page of the inheritance tax form to me in the enclosed, self-addressed stamped envelope. Thank you for your assistance in this matter. c~ Very truly yours, ~ ~ ,° -,~-a Liz Velez, Secretary ~. ~ ~'~ ~ ~--- ' ~' Enclosures -'~ .• ~ F --- ~-~ r ~~~ ..~.,~ -~ REV-1500 1505607120 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 PO 60X.280601 ~ ~ 0 3 11 Harrisburg, PA 17128-o6t)1 RESIDENT DECEDENT to I tK utlaUtN 1 INfUhiMATIVN BELOW Social Security Number Date of Death Date of Birth 041188462 03202009 07101916 Decedent's Last Name Suffix Decedent's First Name CAMPISI JOHN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number MI MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ^ g Decedent Died Testate ~ Decedent Maintained a Living Trust (Attach Copy of Wilq ^ (Attach Copy of Trust) __-___ 8. Total Number of Safe Deposit Boxes ^ 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 TAX INFORMATION SHOULD BE DIRECTED T0: ame Daytime Telephone Number FRANCIS A ZULLI 7172321488 Firm Name (If Applicable) WION, ZULLI AND SEIBERT First line of address 109 LOCUST STREET Second line of address City or Post Office State ZIP Code HARRISBU REGISTER OF WILLS USE ONLY C7 ~ ~~ ~ 4~ ~ ~ ~ ~ ., ~ r~ D~~ luaxD r=~, (~ .--. .t..Y., ~`:~~ ~. ~~ R G P A 17 10 1 '~ ~ c~ c> ~--~ r-- Correspondent's a-mail address: w z s@ m i n d s p r i n g. c o m iV ` ~'' ;"':~ :~; 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 information of which preparer has any knowledge. SIGN RE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Lauren C. Fulton _ ~ ~-d ADDRESS 1 No 25th Stre mp Hill, PA 17011 SI NATUR F PREPARER OTHER AN R PRESEN TIVE D TE Francis A Zulli ~ _ ~ S' , d ADDR 1 ocust Street, Harri b rg, PA 17101 Side 1 1505607120 1505607120 J 1505607220 REV-1500 EX Decedent's Name: C A M P I S I, J O H N 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) ^ Separate Billing Requested...., 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate 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/Sec 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 .00 16. Amount of Line 14 taxable at lineal rate X .045 1 0 2, 7 12.6 6 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. Tax Due ........................ Decedent's Social Security Number 041188462 107,748.01 107,748.01 3,800.50 1,234.85 5,035.35 102,712.66 .... 1. ... 2. ... 3. ... 4. ... 5. ... 6. .. 7. .. 8. .. 9. ... 10. ••• 11. ••. 12. •• 13. 14. 15. 16. 17. 18. 1 s. 102,712.66 4,622.07 4, 622.07 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 09 - 0311 Campisi, John STREETADDRESS 20 North 12th Street CITY. _ _ - __ _ __ Lemoyne - -- - - - STATE ZIP PA i 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments -~ ---~----- -- _-- C. Discount 231.10 Total Credits (A + B + C) 3. Interest/Penalty if applicable p. Interest E. Penalty Total Interest/Penalty (D + 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 4,622.07 (2) 231.10 (3) 0.00 (4) (5) 4,390.97 (5A) (56> 4,390.97 Make Check Payable to: 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 :.................................... L~ c. retain a reversionary interest; or ..................................... ............................................................................. d. receive the promise for life of either payments, benefits or care? ............. ..................................... . . .......... I 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?......... 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. - _~_..T~,~,_______.__ _ ___._ _ _ __ _ ___ _ 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. §9116 (a) (1.3)]. 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. SCHEDULE E ' ~ ~ CASH, BANK DEPOSITS, & MISC. i COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ------------- _ _ . i - -- _---_ ._ _ - _.. _ --- ___ FILE NUMBER ESTATE OF Campisi, John 21 - 09 - 0311 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Wachovia Bank Certificate of Deposit No. 4237 51,291.32 Accrued Interest 142.40 2 Wachovia Bank Certificate of Deposit No. 2563 5,440.54 Accrued Interest 13.97 3 Wachovia Bank Certificate of Deposit No. 2636 10,485.34 Accrued Interest 26.93 4 Wachovia Bank Certificate of Deposit No. 2456 26,000.00 5 Accrued Interest 33.01 6 Wachovia Bank Checking Accouunt No. 4200 13,814.03 Accrued Interest 0 47 7 1998 Dodge Stratas 500.00 _I __ __ _ _ __ - _ _ _ ----- _ _ _ _ .TOTAL (Also enter on Line 5, Recapitulation) 107,748.01 ,. SCHEDULE H COMMONWEALTH OF PENNSYLVANIA e~~~'~'~/~~~ /~ /'-~~~ IN RE3 DENTEDECEDENTRN /~-w~ MV ~ 1 V11 1 Y G V1,h7~ ESTATE OF Campisi, John -__ Debts of decedent must be reported on Schedule I. ITEM ! _ __ _ _ __ _ NUMBER .FUNERAL EXPENSES: DESCRIPTION __ _____. A. 1 Myers - Harner Funeral Home -Funeral B. ~ ADMINISTRATIVE COSTS: 1. I Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): i i Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Wion, Zulli & Seibert 3, i Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip rceiationsnip or Claimant to Decedent 4. Probate Fees Register of Wills Additional Probate Fee Filing Fee 5. Accountant's Fees 6. Tax Return Preparer's Fees i I 7. ~ Other Administrative Costs 1 ;Commonwealth of PA -DOT -title transfer 1,050.00 252.00 50.00 30.00 28.50 ___. TOTAL (Also enter on line 9, Recapitulation) 3,800.50 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA i LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ~ ESTATE OF Camplsi, John FILE NUMBER 21-09-0311 Include unreimbursed medical expenses. ____. __ __--__ ITEM _. NUMBER DESCRIPTION 1 Wachovia Bank Visa Account No. 1143 2 Verizon -Phone 3 Essex House -Rent 4 Vasccular Assoc. -Medical Bill 5 US Treasury -Fed Income Tax 2008 -__ - - TOTAL (Also enter on Line 10, Recapitulation) 1 234.85 REV•1513 EX+ (9-00) i SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEF~^'~R~ES INHERITANCE TAX RETURN ; (r ~( RESIDENT DECEDENT j - --- -- -- _ - --. ESTATE OF Campisi, John _. NUMBER ~ NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. X116 (a) (1.2)) 1~ Lauren C. Fulton 138 North 25th Street Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT ~ Do Not List Trustee(s) I_ Daughter - - _ _ ._ _. FILE NUMBER ~ 21-09-0311 SHARE OF ESTATE ~ AMOUNT OF ESTATE (Words) , ($$$) -- - -_ __ 100 % of Residue Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE i I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 _ - __