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Home My WebLink About05-18-1015056051058 --'~ 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 280601 ' ~~ ~u ~'~ V ~ ~ ~ y ~ ~-'j u Hanisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 178-24-5032 10/21/2009 04/05/1932 Decedent's Last Name Suffix Decedent's First Name MI I Venesky John J (If Applicable) Enter Surviving Spouse's Information Befow 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 t» 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 Required death after 12-12-82) t 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) "~',"3 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 TO: Name Daytime Telephone Number James M. Bach _ , (717) 737-2033 _ __ _w _ __ Firm Name (If Applicable) -_~... ____ __.__ _. _~, REGISTER OF WILLS USE ONLY First line of address j C7 ~~ t'.J ~ ~ 352 S Sporting Hill Road ~-~a a »~- ` ? ~ ~. ~ Second line of address. _ _ ~ _. _ _ __ _ i City or cost vfnce e~~e - State ZiP Code ~`~~ - _ ~ ~ -~ ~ Mechanicsburg ~~ PA 17050 = ~ ~ ~ ~-~; a ~ :~, :; w Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my xnowieage ana oeuer, 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETUR DA E s X3/0 _.~ ~ - ADDRESS 20 Ri ers End Driv ,Seaford, DE 19973 SIGN E OF P EPAR OTHER AN REPRE IVE D~ S. Sporting Hill Road, Mechanicsbur PL 15056051058 17050 USE ORIGINAL FORM ONLY Side 1 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number __ John J Venesky .178-24-5032 Decedent's Name: ~._..._~._ ~.a.._ ----------------------~ 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, Sank Deposiis ~ Miaceiianeous Personal Property (Schedule E) ...... .. 5 249,593.12 ; 6. Jointly Owned Property (Schedule F) t~3 Separate Billing Requested ..... .. 6. _ 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) Separate Billing Requested..... .. 7 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. ' 249,593.12 9. Funeral Expenses & Administrative Costs (Schedule H) ........ ......... ... 9. 50,066.95 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 50,066.95 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 199,526.17 ; 13. Charitable 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. 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 .0_ _._ ~. _ Y ~ - _ 15 ~.. 16. Amount of Line 14 taxable at lineal rate X .0 _ _ _ 16. 17. Amount of Line 14 taxable ~{4g,644.63 17 17,957.36 at sibling rate X .12 . 18. Amount of Line 14 taxable 49,881.54 ' 18 7,482.23 at collateral rate X .15 .. 25,439.59 19. TAX DUE ............... ....................................... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1.5056052059 Side 2 199,526.17 15056052059 REV-1500 EX Page 3 File Number __ NC~.C4G11~.7 vv•nNwaa. raa..... ....... i..._._..:........_ _._......._<. _. ..... _ ........ DECEDENT'S SOCIAL SECURITY NUMBER DECEDENT'S NAME 178-24-5032 John J Venesky STREET ADDRESS 100 Mt. Allen Drive STATE ZIP CITY PA 17050 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 25,000.00 C. Discount 1,271.98 3. Interest/Penalty if applicable D. Interest E Penalty (1) Total Credits (A + B + C) (2) 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) (56) Make Check Payable to: REGISTER OF WILLS, AGENT 25,439.59 26,271.98 832.39 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 property transferred or its income :...................................... ...... ^ c. retain a reversionary interest; or ................................................................................................................... ...... ^ d. receive the promise for life of either payments, benefits or care? ............................................................... ...... 1982, did decedent transfer property within one year of death If death occurred after December 12 2 , . without recei:~ing adequate considcration? ...................................................................................................... r~ ._ .. _J ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ........ ...... 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 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-1511 EX+ (12-99) SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Veneskv. John J. TOTAL (Also enter on line 9, Recapitulation) $ 50,066.95 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Myers-Hamer Funeral Home 7,044.00 Mechanicsburg, PA 17055 Casket Spray 265.00 Priest 75.00 Luncheon after Service 248.33 Mother Cabrini Church 350.00 Smith Burial Vault 500.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 12,440.72 Name of Personal Representative(s) Melanie K. Wynn Social Security Number(s)/EIN Number of Personal Representative(s) 221-46-7541 Street Address 20 Rivers End Drive city Seaford ,state DE zip 19973 Year(s) Commission Paid: 2010 2. Attorney Fees 14,928.86 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relatanship of C:aimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 350.00 ~ Register of Wills 395.00 a. Messiah Village -September and October Fees 12,898.20 9. Alert Pharmacy Services 319.74 , ~o. Patriot News Advertisement 155.10 ~ 1. Cumberland Law Journal Advertisement 75.00 12. PA Department of Revenue 22.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SCHEDULE Ep /~ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER 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. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PSECU Savings Account Account No. - 0178 670.85 2. Ameriprise Account Account No. - 00804562999 8 001 1,207.44 3. Ameriprise Account Account No. - 00804351601 5 001 2,552.27 4. M&T Bank Account Account No. - 9846828243 10,127.38 5. M&T Bank Account Account No. -15004217001904 217,375.56 6. Members First Account Account No. -10046 1,256.84 7. Royce Fund Account Account No. - 4313474 4,665.78 8. Account Receivable -Mortgage 10,958.21 9. State Farm Account No. - 72064747 778.79 TOTAL (Also enter online 5, Recapitulation) $ 249,593.12 (If more space is needed, insert additional sheets of the same size)