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HomeMy WebLinkAbout03-19-10 (2)15056051058 -"~ 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 26oso1 21 09 0475 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 003-05-6165 04/28/2009 10/13/1920 Decedent's Last Name Suffix Decedent's First Name MI ANASTOS GEORGE A (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 • 1. Original Return 4. Limited Estate • 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 2. Supplemental Retum 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} 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MU ST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number n.a Name n ~ _ (703) 532-0~8'K:~ ~ - ' '' ERNEST G. ANASTOS ~ r i =n ~,: ~-, Firm Name (If Applicable) _.__ ~- -> REGISTER Of.1(V~S USEONLY , First line of address _ ~_~~_~ e - ~ ; --,, ~~ .. .-- . ~-t'' j ` -.M1M t 5411 30TH STN ._ ~ ~ w r Second line of address ~''~ G.3 ~ ~' `--3 =-; -' Lh City or Post Office DATE FILED State ZIP Code ARLINGTON VA 22207 Correspondent's a-mail address: eganastos50@verizon.net Under pen of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, ct and mplete. Declaration of pre n the personal representative is based on all infomration of which preparer has any knowledge. SIGN R F RSON PONSIBLE FOR FI RETURN DATE 03/19/10 ADDRESS 5411 30TH S N, RLINGTON, VA 22207 SIGNATURE OF PR ARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number GEORGE A ANASTOS 003-05-6165 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. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 5. 786,703.29 6. Jointly Owned Property (Schedule F) Separate Billing Requested ...... . 6. 7. Inter-~vos Transfers & Miscellaneous Non-Probate Property 7 000.00 28 (Schedule G) Separate Billing Requested....... . . , 8. Total Gross Assets (total Lines 1-7) ................................... . 8. 814,703.29 9. Funeral Expenses & Administrative Costs (Schedule H) .................... . 9. 21,958.65 10. ( ) ............... Debts of Decedent, Mortgage Liabilities, & Liens Schedule I . 10. 1,265.52 11. Total Deductions (total Lines 9 8 10) .................................. . 11. 23,224.17 12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. 791,479.12 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has not been made (Schedule J) ....................... . 13. 14. Net Yalue Subject to Tax (Line 12 minus Line 13) ....................... . 14. 791,479.12 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .0_ 16 . Amount of Line 14 taxable 791,479.12 at lineal rate X .0 45 16. 35,616.56 17 . Amount of Line 14 taxable 17 at sibling rate X .12 . 18 . Amount of Line 14 taxable 18 at collateral rate X .15 . 35,616.56 19 . TAX DUE ....................................................... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side2 15056052059 REV-1500 EX Page 3 File numcer Decedent's Complete Address: 21 09 0475 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER GEORGE A ANASTOS 003-05-6165 STREET ADDRESS 4833 TRINDLE ROAD APT # 503 I CITY MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 32,500.00 1,710.47 STATE PA (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable 0.00 D. Interest E. Penalty 0.00 Total Interest/Penalty (D + E ) 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. 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. (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ZIP 17050 35,616.56 34,210.47 0.00 1,406.09 8.66 1,414.75 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 shall use the properly 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 "intrust 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. 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 p2 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)]. 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) SCHEDULE E CASH, BANK DEPOSITS & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE A. ANASTOS 21-09-0475 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned witfi right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 COIN COLLECTION 5,571.00 2 M&T BANK, MANUFACTURERS AND TRADERS TRUST CO., BUFFALO, NY 14240 ACCOUNT NR 15004198314632; MARKET ADVANTAGE ACCT; 93,571.22 3 MEMBERS 1ST FED CREDIT UNION, 5000 LOUISE DR, PO BOX 40, MECHANICSBURG, PA 17055 ACCOUNT NR 209962-00; REGULAR SAVINGS 34,853.35 4 MEMBERS 1ST FED CREDIT UNION, 5000 LOUISE DR, PO BOX 40, MECHANICSBURG, PA 17055 ACCOUNT NR 209962-05; MONEY MANAGEMENT 154,335.64 5 MEMBERS 1ST FED CREDIT UNION, 5000 LOUISE DR, PO BOX 40, MECHANICSBURG, PA 17055 ACCOUNT NR 209962-11; CHECKING 61,980.04 6 ORRSTOWN BANK, P.O. BOX 250, SHIPPENSBURG, PA 17257 ACCOUNT NR 106002371; INTEREST CHECKING 69,151.01 7 ORRSTOWN BANK, P.O. BOX 250, SHIPPENSBURG, PA 17257 ACCOUNT NR 106002389; MONEY MAKER CHECKING 220,203.18 8 ORRSTOWN BANK, P.O. BOX 250, SHIPPENSBURG, PA 17257 ACCOUNT NR 743000234; PRIME STATEMENT SAVINGS 107,089.43 9 CASH IN HOME SAFE 20,314.60 10 MISCELLANEOUS UNDEPOSITED CHECKS AMONGST PERSONAL ITEMS AT HOME 6,083.82 11 AUTOMOBILE: 2008 SATURN ASTRA, 2 DR HATCHBACK (2,650 MILES) 11,550.00 12 MISCELLANEOUS PERSONAL PROPERTY (CLOTHING, FURNITURE, ETC.) 2,000.00 TOTAL (Also enter on line 5, Recapitulation) E I 786,703.29 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ {08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE A. ANASTOS 21-09-0475 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDEM AND THE DATE aF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE I• Mary Anastos Dunn; Daughter; December 2009 10,000.00 100 3,000.00 7,000.OC 2 Emest George Anastos; Son; December 2009 10,000.00 100 3,000.00 7,000.OC 3 Steven Payne Anastos; Son; December 2009 10,000.00 100 3,000.00 7,000.OC 4 Barbara Sue Anastos; Son; December 2009 10,000.00 100 3,000.00 7,000.OC TOTAL (Also enter on Line 7, Recapitulation) $ ( 28,000.00 If mare space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (20-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H PUNERALEXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER GEORGE A. ANASTOS 21-09-0475 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' HOLLINGER FUNERAL HOME, MOUNT HOLLY SPRINGS, PA; FUNERAL SERVICES AND BURIAL 7,325.32 2. HARPER'S TAVERN, ANNVILLE, PA; FUNERAL REFRESHMENTS/LUNCHEON 567.38 3. FT. MYER POST EXCHANGE, ARLINGTON, VA; UNIFORM ITEMS FOR BURIAL 79.45 B. 1 2. 3. 4. 5. 6. ~. 7b. 7c. 7d. 7e. 7f. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) ERNEST G. ANASTOS street Address 5411 30TH ST N city ARLINGTON _ ___ Year(s) Commission Paid: 2010 State VA ZIp 22207 Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address ___ City _____ _ State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: a. NOTICE OF LETTERS; CUMBERLAND LAW JOURNAL & THE SENTINEL SHORT CERTIFICATES FROM REGISTER OF WILLS, CUMBERLAND COUNTY AUTOMOBILE MAINTENANCE, INSURANCE, REGISTRATION AND TITLE FEES INHERITANCE TAX FILING FEE MISCELLANEOUS ADMINISTRATIVE EXPENSES 2008 PERSONAL & 2009 ESTATE INCOME TAX EXPENSE 12,000.00 590.00 188.20 44.00 554.33 15.00 100.78 494.19 TOTAL (Also enter on Line 9, Recapitulation) I $ 21,958.65 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08j Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER GEORGE A. ANASTOS 21-09-0475 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION Of DEATH 1~ RENTAT COUNTRY MEADOWS RETIREMENT COMMUNITY; MECHANICSBURG, PA 474.41 2. PHONE SERVICE CHARGES; VERIZON 3. AUTOMOBILE INSURANCE; USAA, SAN ANTONIO, TX 4. EMT SERVICES; WEST SHORE EMERGENCY MEDICAL 24.80 466.31 300.00 TOTAL (Also enter on Line 10, Recapitulation) $ 1,265.52 If more space is needed, insert additional sheets of the same size. REV-1513=X+ (11-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF FILE NUMBER GEORGE A. ANASTOS 21-09-0475 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).] 1. Mary Anastos Dunn; P.O. Box 236; Pineville, PA 18946 Daughter .25 2. Emest George Anastos; 5411 30TH ST N; Arlington, VA 22207 Son .25 3. Steven Payne Anastos; 7708 Ontario Rd; Gainesville, VA 20155 Son .25 4. Barbara Sue Anastos; 325 S. Main ST; Pennington, NJ 08534 Daughter .25 II 1 1 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I ~ If more space is needed, insert additional sheets of the same size.