The URL can be used to link to this page

Home My WebLink About11-13-09 (2)J 1505607120 REV-7 500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county coee veer Flb Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 80X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 015 6 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 165 16 9088 O1 11 2009 02 26 1920 Decedent's Last Name Suffix Decedent's First Name MI BOTTONARI WILLIAM V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffx 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 X~ 1. Original Retum ~X 4. Limited Esrate g, Decedent Dbd Tealate (Attach copr m wlp 9. Litigation Proceeds Receive0 2. Supplemental Retum 48. Future Inlereat Compromise (dale M death after 12-12-82) T Decedent Maintained a Living Tnret (An.cn copr w TmM) 10. E9~eenl PZV3eM~Crede 141 85or death n 3. Remainder Return (date of death prior to 12-13-92) 5. Fetlerel Estate Tax Retum Required 0 9. Total Number of Safe Deposit Boxes 11. Elecaon to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORa1ATON SHOULD BE DIRECTED TO: Name Daytime Telephone Number LEE C. SWARTZ ESQ. 717 234 4121 Firm Name (If Applicable) TUCKER ARENSBERG, P.C. Firat line of address 111 NORTS FRONT STREET Second Ilne of address P.O. BOX 889 City or Post OfNee 8fate HARRISBURG PA Correspondent's e-mail address: have examinetl this relum, n of preparer other than the ADDRESS 111 Lee C. Swartz PA 17108-0899 ZIP Code REGISTER~WILLS US~NLY rn ~j ~ r -~ ...': i.t~n ~' ~ d 'c G " ;~ -: ~C - ~ !- c:. . ,-, _r~~ JCS _ . ~.YF -ri ~.- ~p ~~ ~~ _ ~: a WtTE FILED ~„ --~ Z-~ Q1 , 17108-0889 Neil E. Hendershot, Esq. ~~/O 111 North Front Street, Harrisburg, PA 17108-0888 Side 1 1505607120 1505607120 J ~~ 1505607220 REV-1500 EX Decedent's Social Security Number o•~•d.m•.n•m•: William V. Bottonari 165 16 9088 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. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 1 7 , 6 8 9 . 6 7 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ........... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Proi~erty (Schedule G) ~ Separate Billing Requested ........... .. 7. 8. Total Gross Assets (total Lines 1.7) .................................................................. ..... 8. 1 7, 6 8 9. 6 7 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .... 9. 7 8 0 . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .... 10. 11. Total Deductions (total Lines 9 & 10) ................................................................ ......11. 7 8 0 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .....12. 1 6 , 9 0 9 . 6 7 13. CharRable and Governmental Bequests/Sec 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) ............................................ ..... 14. 1 6 , 9 0 9 . 6 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a>c1.2> x .o0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 18 , 7 6 7. 7 6 15. 8 4 5. 4 5 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17~ 0. 0 0 18. Amount of Line 14 taxable at collateral rate x .15 0. 0 0 18• 0. 0 0 1 s. Tax Due .............................................................................................................. .....ls. 8 4 5. 4 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21-09-0158 DECEDENTS NAME William V. Bottonari STREET ADDRESS 37 South 24th Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CradHs/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 845.45 3. InteresVPenalty if applicable Total Credits (A + B + C) (2) D. Interest E. Penalty Total lnteresVPenalty (D+E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) 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. (5) 845.45 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 845.45 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 :............................................................................... ..~ b. retain the right to designate who shell use the property transferred or its income :.................................. .. c. retain a reversionary interest; or .............................................................................................................. .~ d. receive the promise for I'rfe of either payments, benefits or care7 ............................................................ .~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate eonsideration7 ................................................................................................................... ..~ ^z 3. Did decedent own an "in trust fol' or payable upon death bank account or security at his or her death7......... 4. Did decedent own an Individual Retirement Arxbunt, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................a ^z 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 rete 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 rete 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 taz rate imposed on the net value of transfers to or for the use of the decedent's lineal benefeiaries is four and one-haH (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 intlividual who has at least one parent in common with the decedent, whether by blood or adoption. Rw-tae9 E%i (8.98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONV.EALTN OF PENNSYLVANIA INHERRANCE TAX RETURN REBIOENl OECEOENT ESTATE OF FILE NUMBER Bottonari, William V. 21-09-0158 Induce the pracestls d IMigalion antl the tlate the pmceetls wero receivetl by the estate. All properly jolntlyownetl vAtlr the dpht of survivorohip mwl M tlUdwstl on xhetlub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Wachovia CD -Additional discovered certificate of deposit #247402053751xxx owned by decedent, liquidated by Estate in reported amount after filing of initial PA Inheritance Tax Return 17,889.87 TOTAL (Alan enter on Lina 5, Recapitulation) I 17,688.87 (I/more space is needed, atltlitlonal pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Ins. Form PA-1500 Schedule E (Rev. 6-98) REV-1161 EXi t10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ESTATE OF FILE NUMBER Bottonari, William V. 21-08-0158 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, ~ FUNERAL EXPENSES: B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Street Address City State Zip _ Relationship of Claimant to Decedent 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 750.00 30.00 TOTAL (Also enter on line 9, Recapitulation) I 780.00 Copyright (c) 2009 forth software only The Lackner Group, Inc. Form PA-1600 Schedule H (Rev. 10.06) REV-0673 E%+111ae1 _ b SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERRANCE TA%RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Bottonari, W[Iliam V. 21-08-0156 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY Do Not LIH Tru• (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. $116(a)(1.2)] John K. Bottonari Son 1/2 of tangible 37 South 24th Street personal Camp H[II, PA 17011 property; 1l2 of net residuary Diane Carroll Daughter 1l2 of tangible 355 Roberts Lane personal Scotch Plains, NJ 07076 property; 1l2 of net residuary Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 0 cover sheet, as app ropriate, II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE 0.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)