HomeMy WebLinkAbout04-0361Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
NAVITSKY MICHAEL J
2040 LINGLESTOWN ROAD
SUITE 303
HARRISBURG, PA 17110
RE:
Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/25/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER STRASBAUGH ~'
Clerk of the Orphans' Coui~[
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
IANNUZZI BIAGIO
920 ARMSTRONG ROA/D
CARLISLE, PA 17013
RE: Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/25/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
ARNER STRASBAUG~
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
IANNUZZI KIMBERLY
920 ARMSTRONG ROAD
CARLISLE, PA 17013
RE: Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/25/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
cG~eErN~AO [At~eERoSr~aSnsB,AUcGoHuri~
08-15-2005 03:51pm From-ATLANTIC OFFICE SERVICES
3025372322
T-275 p,002/002 F-639
,
(8
Register ,ofW~s of~b~r~~ County
STATIJS REPORT UNDER RULE 6.12
Name of Decedent: A\:t(t.c,o Q\Ji+o....
Date of Death: IN<i\.)~+- I~ fUJo'3
Estate No.: ~()oL\ - 00 ~\1i. \
Pursuant to Rule 6.12 of the Supreme Court OJ:phans' COI.Ut Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether a~tion of the estate is complete:
Yes 0 No El
2. If the answer is No, state when the personal represenlative reasonably believes that
_ the adrrtinistr<>"^ft "All be -OOmJ;llete: f\..Q. )'t-- q l) - 0( ~ -.' -, " -,-
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The sepamte Orphans' Court No. (if any) for the personal representative's
account is:
c. Did'the personal representative state an account informally to the parties in
interest'? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of fOllIlaI or informal
accounts may be filed with the Clerk of the Orp~Court and may be
attached to thisrepon. a~r7?;-"V~
Date,~ ~~T
81 ature
, ' .
'iIMoedl{ q {);~i9 -r.a()\J7_7~i
Name
qdO A-JV\s-rroV"\~ ~ ~ Ca,r liSle, PA I 'J013
AdOress
It"'\ - ?Ga--O~91
Telephone No,
Capacity; 6l.Personal Representative
o CounsEll for personal reprcscntat:ive
ufi
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: A\-t(~c\o \)(\1 i to.-
Date of Death: A\.)'b ust I ~ ~O '2>
Estate No.: J DD~ - 00 ~\.sL \
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether ad~tration of the estate is complete:
Yes 0 No ~
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: (\Jl. ~+- '10 d iJ
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of fOlmal or informal
accounts may be filed with th.e Clerk of the Orp~ourt and may be
. .:ttached to this report. ~~
Date:~(~lo~ . ~T
Sl ature
c;;-'\
K\MheYiy ~ 61~;o Mnuc c,;
Name
l'~_
qJD Ar-M3-n--oV\~ ~] COX lIsle, PA i IC)! 3
Address
('"-:;i
........--'.
It I - ?-5lJ -- 0"';:}'11
Telephone No.
Capacity: gPersonal Representative
o Counsel for personal representative
~
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, FA 17013
Phone: (717) 240-6345
Date: 7/27/2005
NAVITSKY MICHAEL J
2040 LINGLESTOWN ROAD
SUITE 303
HARRISBURG, PA 17110
RE: Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/15/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
cA
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/17/2006
WEAVER CHESTER C SR
952 WEST OLD YORK RD
CARLISLE, PA 17013
RE: Estate of WEAVER SAMUEL ROY
File Number: 2002-00361
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/26/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
r~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~~
COMMONWEALTH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
Harrisburg District Office; Lobby, Strawberry Square, Harrisburg, PA 17128-0101
Phone: (717) 783-1405 FAX: (717) 783-4447 Web: www.revenue.state.pa.us
DECEMBER 10,2004
ESTATE OF: ALFREDO DEVITA
DATE OF DEATH: 08-15-2003
FILE NUMBER: 21 04-0361/2004-37
(Please remit top portion with your payment)
KIMBERLY A. IANNUZZI
920 ARMSTRONG RD
CARLISLE, PA 17013
Dear KIMBERLY A. IANNUZZI:
A review of our records has disclosed that you are responsible for the settlement of the above
estate, or that you represent the responsible party.
This is to advise you that the above estate is in a delinquent status. According to our records,
as of this date, the estate still is not settled.
The Inheritance and Estate Tax Act, mandates the filing of a tax return and payment of all
outstanding liabilities by a personal representative of the estate or a transferee within nine
months of the decedent's death. The Department's records show that this estate remains open
because:
AN INHERIT ANCE TAX RETURN HAS NOT BEEN FILED.
If the return has been filed it is important that you contact us immediately. Ifthis estate was
opened for the purpose of a lawsuit, please contact this office in writing with the term and docket
number of the lawsuit so that we may postpone any further action.
We are extending a thirty day courtesy period from the date of this letter to permit you to file
the return. If you fail to do so, the Department of Revenue will make a formal demand on you or
your client and, if necessary, institute legal action.
MAKE CHECKS PAYABLE TO:
REGISTER OF WILLS. AGENT
.. S ii.ere!,
11Jdfr1k~fs~
')j F orlizzi
District Administrator
Any questions regarding this estate, please
CONTACT: TOM HOOPER
(717) 783-1405
lA
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
<EV-1500 EX (b-OO)
FILE NUMBER
if---.L-~!L
COUNTY CODE YEAR
~-1J.3~L
~BER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
t-
Z DEVITA, ALFREDO 163-80-0103
W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE V\IITH THE
C
W 08-15-2003 05-31-1984 REGISTER OF WILLS
()
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
w ~ 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death pnor to 12-13-82)
I-
~::!;en D 4. Lim~ed Estate D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required
()lr~
w(L() D D
:1:00 6 Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes
()lr-' -
(LCll
Cl. D 9. L~igation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A)(Attach Soh 0)
<l:
I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
w
0 EDWARD M SAGER, CPA 619 WEST CHESTNUT STREET
z
0 FIRM NAME (If Applicable)
(L LANCASTER, PA 17603
en SAGER, SWISHER & CO. , LLP
w
lr r..)
lr TELEPHONE NUMBER , --'-l
0 717-299-4563 C) (,~:-
() ;''l
;
1. Real Estate (Schedule A) (1) 0 OFFLCIAL USE ONLY )
;
'.~ -' - ,
2. Stocks and Bonds (Schedule B) (2) 0 r',)
c', .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0 C1
, , -
0 -'
4. Mortgages & Notes Receivable (Schedule D) (4) r',)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 0 i 1
1 ( .)
Z (Schedule E) C-"':..
0 6. Jointly Owned Property (Schedule F) (6) 0
~ D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0
::) (Schedule G or L)
t-
ii: 8. Total Gross Assets (total Lines 1 - 7) (8) 0
<(
() 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 0
W
0::: 10. Debts of Decedent, Mortgage Liabil~ies, & Liens (Schedule I) (10) 0
11. Total Deductions (total Lines 9 & 10) (11) 0
. .------
12. Net Value of Estate (Line 8 minus Line 11) (12) 0
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 0
made (Schedule J) -. --.-
14 Net Value Subject to Tax (Line 12 minus Line 13) (14) 0
SEE INSTRUCTIONS FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0
~ rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) 0
t- 16. Amount of Line 14 taxable at lineal rate x.O_ (16) 0
::)
a.. 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0
:E
0 18. Amount of Line 14 taxable at collateral rate x .15 (18) 0
() ---.--------------------
g 19. Tax Due (19) 0
20. D I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < /( -\)
STF PA42021F.1 Vt~Y:
Decedent's Complete Address:
STREET ADDRESS 920 ARMSTRONG ROAD
CITY CARL I S E
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
I STATE PA
I ZIP 17013
(1)
o
Total Credits (A + B + C) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. !f !he 1 + line 3 i", gre<'lter than Line 7, enter the differencp. This is the TAX DUE.
(5)
o
o
o
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
o
PLEASE ANSVVER THE FOLLOV\llNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ........................................ D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. D
c. retain a reversionary interest; or ................................ . . . . . . . . . . . . . . . . . . . . . .. D
d. receive the promise for life of either payments, benefits or care? ............................ D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . .. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D llil
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accanpanying 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.
N.AJURE OF SON RESPONSIBLE FOR FILING EIURN
No
llil
llil
llil
llil
llil
~
fuM6~ ~ ~'.> Gz>..r\:.5K-
OF PREPARER OTHER THAN PRESENTATIVE
hl
W. C hestn ~r ~l LA(\(:
Q-~
DATE _
lL13orc~
\'1.t:J\.b
DATE /
I "-f/'7/d5
PIA.
/7' ():3
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 3%
[72 P.S. 99116 (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 odor the use of the surviving spouse is 0% [72 P.S. 99116 (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 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's lineal beneficiaries is 4.S%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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.
~n: PAd?n?1~?
K!:oV-l:JUL!:oX + (1-~f) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
DEVITA, ALFREDO
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a
willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship
must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
N/A
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
STF PA42021F.3
REV-1503 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
N/A
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
SIT PA42021FA
REV-1504 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
N/A
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
STF PA42021 F5
KeV-lbJb eX + (1-~1) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-1
CLOSELY-HELD CORPORATE
STOCK INFORMATION REPORT
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
1. Name of Corporation N / A
Address N / A
City N / A
2. Federal Employer 1.0. Number N / A
3. Type of Business N / A
State of Incorporation N / A
Date of Incorporation N / A
Total Number of Shareholders
Business Reporting Year N / A
State N / A
Zip Code N / A
N/A
Product/Service N / A
4.
TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE
STOCK Voting / Non- Voting SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK
Common $
Preferred $
Provide all rights and restrictions pertaining to each class of stock.
5. Was the decedent employed by the Corporation? DYes D No
DYes
Annual Salary $
DNo
Time Devoted to Business
If yes, Position
6. Was the Corporation indebted to the decedent?
If yes, provide amount of indebtedness $
7. Was there life insurance payable to the corporation upon the death of the decedent? DYes D No
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
8. Did the decedent sell or transfer stock of this company within one year prior to death or within two years if the date of death was prior to 12-31-82?
DYes D No If yes, D Transfer D Sale Number of Shares
Transferee or Purchaser
Attach a separate sheet for additional transfers and/or sales.
Consideration $
Date
9. Was there a written shareholder's agreement in effect at the time of the decedent's death?
If yes, provide a copy of the agreement.
DYes DNo
10. Was the decedent's stock sold?
DYes DNo
If yes, provide a copy of the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death?
DYes DNo
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
12. Did the corporation have an interest in other corporations or partnerships?
DYes DNo
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's stock.
B. Complete copies of financial statements or Federal Corporate Income Tax retums (Form 1120) for the year of death and 4 preceding years.
C. If the corporation owned real estate, submit a list showing the complete addressles and estimated fair market value/s. If real estate appraisals have been
secured, attach copies.
D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent.
E. List of officers, their salaries, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other information relating to the valuation of the decedent's stock.
STF PA42021 F.6
REV-1500 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-2
PARTNERSHIP
INFORMATION REPORT
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
1. Name of Partnership N / A
Address N / A
City N /A
2. Federal Employer 1.0. Number N / A
3. Type of Business N / A
Date Business Commenced N / A
Business Reporting Year N / A
State N / A
Zip Code N / A
Product/Service N / A
4. Decedent was a 0 General 0 Limited partner. If decedent was a limited partner, provide initial investment $
5.
PERCENT OF PERCENT OF BALANCE OF
PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT
A.
B.
C.
D.
6. Value of the decedent's interest $
7. Was the Partnership indebted to the decedent? 0 Yes 0 No
If yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent?
o Yes
ONo
If yes, Cash Surrender Value $
Owner of the policy
9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82?
o Yes 0 No If yes, 0 Transfer 0 Sale Percentage transferred/sold
Transferee or Purchaser Consideration $ Date
Net proceeds payable $
Attach a separate sheet for addttional transfers and/or sales.
10. Was there a written partnership agreement in effect at the time of the decedent's death?
If yes, provide a copy of the agreement.
o Yes
ONo
11. Was the decedent's partnership interest sold?
OYes ONo
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated after the decedent's death?
o Yes
ONo
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
13.
14.
Was the decedent related to any of the partners?
o Yes
ONo
If yes, explain
o Yes ONo
Did the partnership have an interest in other corporations or partnerships?
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or Federal Partnership Income Tax retums (Form 1065) for the year of death and 4 preceding years.
C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been
secured, attach copies.
D. Any other information relating to the valuation of the decedent's partnership interest.
STFPA4?021F 7
REV-1507 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
DEVITA, ALFREDO
FilE NUMBER
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
N/A
TOTAl (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
SlF PA42021 F.8
REV-1508 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
Indude 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
NONE
N/A
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
STF PA42021F9
REV-1509 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. N/A
N/A
N/A
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DEWS VALUE OF
NUMBER TENANT JOINT Attach deed for jointly-held real estate VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6, Recapitulation) $ 0
(If more space is needed, insert additional sheets of the same size)
STFPA42021F10
KI=V-''-'lU 1=)<, + (l-~f I i'l
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS lRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM II\CLlIlE HE NAME OF THE TRANSFEREE, THEIR RELATIONSHP TO DECEDENT AW THE DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE)
1. NONE N/A 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 7, Recapitulation) $ 0
(If more space is needed, insert additional sheets of the same size)
SIT PA4?O?1 F 11
KI::.V-1Jll t:^ + (l-~f) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
NONE
N/A
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Securijy Number(s) / EIN Number of Personal Representative(s)
Street Address
Cijy State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (W decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cijy State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
!STl=" PAA?n?11= 1?
REV-1512 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
NONE
N/A
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
STF PA42021 F.13
KcV-1~13 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
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. NONE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
~n:PA.4?n?1J:" 14
REV-1514 EX + (1-97) (i)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
(Check Box 4 on Rev-1S00 Cover Sheet)
ESTATE OF FILE NUMBER
DEVITA, ALFREDO
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death
prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
o Will Dlntervivos Deed of Trust o Other
UFE ESTATE INTEREST CALCULATION
NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS
LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE
o Life or DTerm of Years
o Life or 0 Term of Years
o Life or 0 Term of Years
o Life or 0 Term of Years
1. Value of fund from which life estate is payable
2. Actuarial factor per appropriate table
Interest table rate - 03 1/2% 06% 0 10%
3. Value of life estate (Line 1 multiplied by Line 2)
ANNUITY INTEREST CALCULATION
$
o Variable Rate
%
$
NAME(S) OF NEAREST AGE AT TERM OF YEARS
ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE
o Life or 0 Term of Years
o Life or o Term of Years
o Life or OTerm of Years
o Life or 0 Term of Years
1. Value of fund from which annuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - OWeekly (52) 0 Bi-weekly (26)
o Quarterly (4) 0 Semi-annually (2) o Annually (1)
3. Amount of payout per period
4. Aggregate annual payment, line 2 multiplied by line 3
5. Annuity Factor (see instructions)
Interest table rate 031/2% 06% 010%
6. Adjustment Factor (see instructions)
7. Value of annuity -If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 400 a.ine sOO a.ine 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 400 a.ine sOO a.ine 6)00 Line 3
$
o Monthly (12)
o Other ( )
$
o
OVariable Rate
%
$
$
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on
Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on lines 13,
15,16 and 17.
(If more space is needed. insert additional sheets of the same size)
REV-1647 EX + (9-{)O)
SCHEDULE M
FUTURE INTEREST COMPROMISE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(Check Box 4a on Rev-1500 Cover Sheet)
ESTATE OF FILE NUMBER
DEVITA, ALFREDO
This schedule is appropriate only for estates of decedents dying after December 12,1982.
This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment
cannot be established with certainty.
Indicate below the type of instrument which created the future interest and attach a copy to the tax return.
o Will o Trust o Other
I. Beneficiaries
NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO
NEAREST BIRTHDAY
1.
2.
3.
4.
5.
II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months
of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such
withdrawal right.
0 Unlimited right of withdrawal 0 Limited right of withdrawal
III. Explanation of Compromise Offer:
Iv. Summary of Compromise Offer:
1. Amount of Future Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
2. Value of Line 1 exempt from tax as amount passing to charities, etc.
(also include as part of total shown on Line 13 of Cover Sheet) ........... $
3. Value of Line 1 passing to spouse at appropriate tax rate
Check One 06%, 03%, 00% ................... """. $
(also include as part of total shown on Line 15 of Cover Sheet)
4. Value of Line 1 taxable at lineal rate
Check One 06%, 04.~.................................$
(also include as part of total shown on Line 16 of Cover Sheet)
5. Value of Line 1 Taxable at sibling rate (12%)
(also include as part of total shown on Line 17 of Cover Sheet) ........... $
6. Value of Line 1 Taxable at collateral rate (15%)
(also include as part of total shown on Line 18 of Cover Sheet) ........... $
7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 0
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.16
Kt:.V-lt>4'::1 t:.^ + p-'::If) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF FILE NUMBER
DEVITA, ALFREDO
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113 (A) of the Inheritance & Estate Tax Act.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar arrangement meets the requirements of Section 9113 (A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust
or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule
0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is
equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar
arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
DESCRIPTION
VALUE
Part A Total $ 0
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made.
DESCRIPTION VALUE
Part B Total $
(If more space is needed, insert additional sheets of the same size)
o
~TFPA4?0?1F 17
06-12-2006
DEVITA
08-15-2003
21 04-0361
CUMBERLAND
101
APPEAL DATE: 08-11-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~~_1~~~_~t~~_____~___~~!!!~_~Q~~~_~Q~!!Q~_~Q~_!Q~~-~~~Q~~~--~--------------------
REV-1547 EXAFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
, DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEVITA ALFREDO FILE NO. 21 04-0361 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD M SAGER
SA~ HAL
en '..
619.:W CHESTNUT
LANCASTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ST
PA 17603
REV-1547 EX AFP (06-05)
ALFREDO
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 06-12-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
.00
00
.00
.00
.00
NOTE:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
I~ an assessment was issued previously, lines
re~lect ~igures that include the total D~ ALL
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. Anount of Line 14 taxable at
17. Anount of Line 14 at Sibling
18. Anount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
.00 X 00 =
.00 X 045=
.00 X 12 =
.00X15=
(19)=
Lineal/Class A rate
rate
Collateral/Class B rate
(15)
(16)
(17)
(18)
.00
.00
.00
.00
.00
,,~-, .. (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
,
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. WJ
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU /
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.). /'
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2007
o
C:;o
"- ::0
s=fo
2;;S
, .~ ;~~~ ~~~
~~j ~r;
c=
::D
---\
""'
c:::>
=
-..l
C.-
c:::
.-
N
-.I
-0
::.;;::
w
..
N
N
NAVITSKY MICHAEL
2040 LINGLESTOWN
SUITE 303
HARRISBURG, PA
J
ROAD
17110
RE: Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/15/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
$AID,~MJ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
IANNUZZI BIAGIO
o
c::;o
~--., :J.:J
, v ,.-..
::c '- .I
};:m
'~7. 22
__.i /'
....-...,
\~ ..1
)Q
1'-<)
=
=
--.I
c-
c:
r-
N
-.J
-0
Date: 7/27/2007
920 ARMSTRONG ROAD
CARLISLE, PA 17013
}'.~
- .--I~.t
-,.J
----1
.~
(....:J
N
N
RE: Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/15/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~,~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
7/27/2007
C)
So
:"j ;::g
. ')~~
""c; ... oJ
. . cn :;"
) ("') (~,
..~ ;.2 '~ri
.....-
:_J:J
._, --j
u
"r';o
l"--J
=
=
-....I
<--
c:
I
N
-.J
Date:
-0
3:
IANNUZZI KIMBERLY
,..;)
N
N
920 ARMSTRONG ROAD
CARLISLE, PA 17013
RE: Estate of DEVITA ALFREDO
File Number: 2004-00361
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/15/2007
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
j;bM,Jl:-J~
,~_.,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
In Re: Estate of
DEVITA ALFREDO
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00361
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: IANNUZZI KIMBERLY
Counsel for Personal Representative: NA VITSKY MICHAEL J
Date of Decedent's Death: 8/1512003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
Ifthe required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
8/27/2007
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
""'^J
'H 1
1_: ~ .~ t I. .
." I "dO'
,.'i'-iC
:!C! >kETJ8
, n., :]. 'i'l' L ,-,1" [r'17
..... - d,j~ vi......
In Re: Estate of
DEVITA ALFREDO
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00361
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: IANNUZZI BIAGIO
Counsel for Personal Representative: NA VITSKY MICHAEL J
Date of Decedent's Death: 8/15/2003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether san"ctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
8/27/2007
~r~~
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
:~'jnJ
(; \1' '--1.1:-'0
V!, ~ \ t'._J"J
;:;0 >!~El TJ
L;.. :8 l~lJ
. J ~ 1 ;'
L I""",... [!'If'l
- G.J0 lJ:j..
In Re: Estate of
DEVITA ALFREDO
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00361
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: IANNUZZI BIAGIO
Counsel for Personal Representative: NA VITSKY MICHAEL J
Date of Decedent's Death: 8/15/2003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
8/27/2007
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
''''J ' - ., .q'l"
\I'll ."~! J
I :~i'i(/' c, \:'.,L::."O'
~........;i ;\.;',.1 \)n \~ 'J i 1Gb
:r, \ I' Ijl'~
-,: i ;' '-. - '1
-i __' .. ''-.I "_'
Ln .Q 1
j ',oJ
L '~""[r~~
- (lJ;) tJu~
'r' l,'~'. [ ,.-!
",
,
. ,
NA VITSKY, OLSON & WISNESKI LLP
ATTORNEYS AT LAW
September 17, 2007
Glenda Farner Strasbaugh
Clerk ofthe Orphans' Court
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, P A 17013
In Re: Estate of Devita, Alfredo
File Number: 2004-00361
Dear Ms. Farner Strasbaugh:
Please accept this as a response to your Notice of Failure to File Status Report
dated August 27,2007 that was received by my office on or about September 10, 2007,
while I was on vacation. Please do not request that the Orphan's Court conduct a hearing
regarding this Estate.
Our office represented the Estate of Alfredo Devita in connection with litigation
that ended in 2005. The Administrator ofthis child's Estate, Kimberly Iannuzzi, opened
the Estate and thought that it was closed subsequent to the end of the litigation. I spoke
to her today and she was going to check with her accountant to confirm that the Estate
was closed. In any event, the Estate for this 19 year old decedent was opened solely for
the purpose of litigation. There were no other assets that I am aware of, although I am
not the attorney for the Estate.
I am sure that ifthe Estate was not closed in 2005, Mrs. Iannuzzi will see to it that
it is closed promptly.
With best personal regards, I remain,
Cordially,
I~Jv
Michae J.
fb;i
MJN/jkw
cc: Kimberly Iannuzzi
avitsky L1
2040 Linglestown Road. Suite 303. Harrisburg, PA 17110
Phone: (717) 541-9205 Fax: (717) 541-9206 Toll Free: 1-800-818-9608 ww.nowllp.com
i
c;.
SfP () 7 2007
IN RE: ESTATE OF
DEVITA ALFREDO
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004.00361
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: IANNUZZI KIMBERLY
o
sO
:-'. ::0
~.:-~.,~f~ C~
~;: ~-~~ r-rl
., - ,
Counsel for Personal Representative: NA VITSKY MICHAEL J
. (j) ~-.-J<
Date of Decedent's Death: 8/15/2003
(-)C"::
(~:2 -::f-'}
,::~::,
::~
Date of Delinquency Notice:
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk ofthe Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day
notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court
is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinqu~nt personal
representative or counsel for the delinquent personal representative.
Date: .
9/7/2007
~l~~
Glenda Farner Strasbaugh
Clerk ofthe Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled December 3. 2007 at llAM
in Courtroom NO.2. If the Status Report is filed prior to t
automatically be cancelled.
. g will
Edgar B. Bayley, J.
;~;;::..~)
u,
[~=!
v
.
--..
r:~
U1
<J,
SEP 0 7 2007
IN RE: ESTATE OF
DEVITA ALFREDO
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00361
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: IANNUZZI BIAGIO
Counsel for Personal Representative: NA VITSKY MICHAEL J
-.-.~}
Date of Decedent's Death: 8/15/2003
.--'.'
/'-.....
f
,,-,..}
Date of Delinquency Notice:
:';"'~? (:_~'J
'._,'-i.
'-~--.....
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in acco,!"~ii\ce roo)
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court g;
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day
notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court
is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date:
9/7/2007
,~~;R~k:;t
Glenda Farner Strasbaugh (j
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled December 3. 2007 at llAM
in Courtroom NO.2. If the Status Report is filed prior to t
automatically be cancelled.
SfP 0 72007
IN RE: ESTATE OF
DEVITA ALFREDO
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00361
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CQ~DUCT 8::~
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' coifq RUL~~
~i~:~P "
Personal Representative: IANNUZZI BIAGIO , ~..::~ r;=: !
(/> ~,:~ -.J
Counsel for Personal Representative: NA VITSKY MICHAEL J
" ,
-j ~~~~ ~~
'.,
Date of Decedent's Death: 8/15/2003
~~':j
r..)
en
0-"
Date of Delinquency Notice:
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day
notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court
is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date:
9/7/2007
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled December 3. 2007 at llAM
in Courtroom NO.2. If the Status Report is filed prior to the h
automatically be cancelled.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT1 ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
'*
REV-1547 EX AFP (06-05)
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF C v ~'e,.....1 '" n c/ COl.j"NTY, PE~'NS"\;LVAN1A
De ~/1 ~
5~/S-~'3
/lIF"..edd
Name oi Decedent:
Date of Death:
File Number: ;t , C1 L.( - ,;:3 6 I
PU1'SU'l-1'lt to Pa. O.C. Rule 6.12, I report the following witl) respect to completiol1 of the admil1istratioll of
the above~capti6ned Clstate:
1. State whethet admiJlistTatiol1 of the estate is comp1.ete: . . . .' . , . . . . , . . . . . . " ~~ L1No
2. Iftheal'Jsweris No, state wh~n the p.ersonal representative
reasonably believes that the ~driiinistration will be complete:
b. The separate Orphans' Court No. (if any) for the personal
represel'l'tative's account is:
,.,
C. Did the personal representative state an account ~ _ /
inforn1ally to tho parties in interest? ...........,..:................' [Jy es ~o
, .
d. Copie~ ofteceipts, releases, joinders and approvals offonnal or'infonnal accounts may be
filed with the Clerk qftbe Orphans' Court and may be attached to this report. '
Dnlr
~?n~~
SigrllZ!lIf' oiP~rJon Piling this FfJ/"m
Capa.city: !'1Personal Representative: OCoullsel
I; d W v....J /VI. 5 IA- 'I e r-
Nomc fJj p~"St;m Filing :his FornI
6,/Cf WI Chest'}C/t ~t
.4dtil'SJI
l- ct {) c.~ > (&r, f v,
-,1"1 'L '1 ~ 115 t?"3
)7(..e-3
II : I J'j n 7
, U0
T'!l!.~/;o,~t
,'"'\
.)
.,
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, FA 17013
Phone: (717) 240-6345
Date: 7/27/2007
IANNUZZI BIAGIO
920 ARMSTRONG ROAD
CARLISLE, PA 17013
RE: Estate of DEVITA ALFREDO
File Number~ 2004-00361
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/15/2007
Please fee1i free to contact this office with any questions you may
have. If ybu have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
'M",I
cc: File
Counsel
Glenda Farner Strasbaugh
~ Clerk of the Orphans' Court
\ D .A
q\\'} /"
/ 6Af
Y .
06-12-2006
DEVITA
08-15-2003
21 04-0361
CUMBERLAND
101
APPEAL DATE: 08-11-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is4'-EX-AFP-ioi:osi-NOyiCE-OF-iNHERiYANCE-YAX-APPRAisEMENY:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALFREDO FILE NO. 21 04-0361 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRIS8URG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD M SAGER
SAGER ETAL
619 W CHESTNUT
LANCASTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ST
PA 17603
ESTATE OF
DEVITA
'*
REV-1547 EX AFP (06-05)
ALFREDO
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 06-12-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernMental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account.
sub.it the upper portion
of this for. with your
tax pay_nt.
.00
00
.00
.00
.00
(19)=
.00
.00
.00
.00
.00
TAX CRI!;.DITS:
~'..~n' ..~ .~_. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR). YOU HAY BE Dlie'
A D~I:'II...n ~I:E:' DI:"I:D~I:' eTnc nlC' TUTel:ftDU I:'ftD T"'~"EIII"'''TftA.Jro "
REv-I500EX(6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
COLMY COllE YEAR N.NBER
W
I-
~:S;(/)
ocr~
wa.o
:1:00
ocr...
a.ClI
a.
<
I-
Z
W
o
w
o
w
o
DECEDENT'S NAAE (lAST. FRST, AND MOOLE Nnw..)
DEVITA, ALFREDO
DATEOF DEATH (M\WD- YEAR) DATE OF BIRTH (M\WD- YEAR)
08-15-2003 05-31-1984
(F APPUCABI.E) SlJRVMNG SPOUSE'S NAAE (lAST, FRST, AND MOOLE Nnw..)
[iJ 1. Original Reltm
o 4. Liniled EsIale
o 6. Decedert Died Testae (AlIach cop'{ of NIl
o 9. Uligaion Proceeds Received
o 2. ~ Reltm
o 4a. FlUe~Compromise(dateofdea'lIfterI2-12-82)
o 7. Decedert MairDned a Uving Trust (NIach ClJllY of Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 ond 1-1-95)
SOCIAL SECURITY NlMlER
163-80-0103
TlIS RETURN MUST BE RlED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUM3ER
o 3. Remainder Reltm (date afdealh prior 10 12-13-82)
o 5. Federal EsIale TalC Reltm Required
_ 8. T~ NIInber cI Slte Deposit BOlIllS
o 11. E\ediontotaxlllderSec.9113(A)(HtadlSdlO)
z
o
~
~
~
l
o
o
~
I-
~ tWE
~ EDWARD M SAGER, CPA
~ FRM tWE (lfAppicable)
~ SAGER, SWISHER & CO., LLP
li TB.EPHONE NlM3ER
8 717-299-4563
Cot.fll..ETE MAl.N3 ADDRESS
619 WEST CHESTNUT STREET
LANCASTER, PA 17603
(1)
(2)
(3)
(4)
(5)
z
o
g
~.
I-
0:
<C
o
w
0::
1. Real Eslate (Schedule A)
2. Stocks lIld Boods (Schedule B)
3. Closely Held CorpaaiaI, Pa1nership << Sole-Propr ieta ship
4. t.btgages & ~es Receivable (SchedUe D)
5. Cash. Balk Deposits & t.tsceIIa1eous PersalaI Property
(Schedule E)
6. JoinIIy CMned Property (Schedule F)
D Sepne Billing Requested
7. klier-Vivos TIlIlSfers & MsceIIa1eous Nor1-ProIlMe Property
(Schedule G<< L)
8. Total Gross Assets (tcGI Lines 1 - 7)
9. FlJ'lllIlII Expenses & AdrniristraIive Costs (Schedule H)
10. Debts cI Decedent. Mortgage liablliies, & Liens (Schedule I)
11. Total Deductions (tcGll..i1es 9 & 10)
12. Net Value of Estate (line 8 miIlls line 11)
13. ChaitabIe lIld GovernmerUI BequesIs/Sec 9113 Trusts for which l!Il eIedionto tax has not been
made (Schedule J)
o
o
o
o
o
OFFICIAL USE ONLY
o
o
(8)
o
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (line 12 mn.s line 13)
SEE INSTRlJCnONS ~APPUCABLE RATES
15. ArnolI1I c1line 14 taxable aUhe spoosaI tax
rate, <<transfers lIlder See. 9116 (a)(12)
16. ArnolI1I c1line 14 taxable at lineal rate
17. Amcu1I c1line 14 taxable at sibIilg rate
18. Amcu1I cI Line 14 taxable at coIIaIeraI rate
19. Tax Due
o
o
(11)
(12)
(13)
o
o
o
(14)
o
X.O_ (15) 0
X.O_ (16) 0
X .12 (17) 0
X .15 (18). 0
(19) 0
sn= PA42021E 1
Decedent's Complete Address:
STREETADORESS 920 ARMSTRONG ROAD
CITY CARL I SE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
I STATE PA
I ZIP 17013
(1)
o
Total Credits (A + B + C) (2)
o
3. InterestlPenaIty if applicable
D. Interest
E. Penalty
TotallnterestlPenaIty (0 + E) (3)
4. If line 2 is greater tha1 Line 1 + Line 3, enter the di1ference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If tine 1 + line 3 is greater than line 2, enter the dift'erl!nce. This is the TAX DUE (5)
o
o
o
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BAlANCE DUE (5B)
Make Check Payable to: REGISTER OF mus, AGENT
o
PlEASE ANSWER THE FOLLOVVING QUESTIONS BY PLACING AN "X" IN THE APPROPRtAlE BLOCKS
1. Did decedent make a tr'lIlsfer and: Yes
a. retain the use or income of the property transferred; ........................................ 0
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. 0
c. retain a reversionay interest; or ....................................................... 0
d. receive the promise for life of either payments, benefits or care? ............................... 0
2. If death occuned after December 12, 1982. did decedent tr'lIlsfer property within one year of death
ithotJt. ". M-u'''' consideration' ? 0
W receIVIIlg........._e . ..................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . .. 0
4. Did decedent own an Individual Retirement Account. alOuily. or other oon-probate property which
contains a beneIiciary designation? ..................................... . . . . . . . . . . . . . . . . .. 0 [iJ
IF TIE ANSWER TO Nff OF TIE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDtI.E G AND ALE IT AS PART OF TIE RETURN.
lhler penaIlies d perjJy, I decIn thai I have elaIIi1ed!his reb.m, ilck.Jdilg ~.sc:hedUes and slaten1etU, and to lie best d my knowledge lIld belief, it is true, carrect lIld CCJl11Ilete.
Dec:Iarlltion d prepnr olher than the perSUlaI . is based 00 all ill\" II dun d which prepa-er has aIrf
~RE OF SON RESPONSIBLE FOR FlU RN DATE I r-
\ l... 30 0.)
No
[iJ
[iJ
[iJ
[iJ
[iJ
[iJ
fu'M6~ ~ ~'.> Gar\~k.
OF PREPARER OTHER THAN PRESENTATIVE
1'n
W. 'Che~tn"l rr-
\"t~\~
DATE . I
I?..( 11(/4 S
P4.
17' o:J
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 3%
[72 P.S. !9116 (a) (1.1) 0)].
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 0% [72 P.S. ~9116 {a) (1.1) (Ii)).
The statute does not exemDt a transfer to a surviving spouse tram tax, and the statutory requirements for disclosure of assets and filing a tax return are s6U applicable even
if the surviving spouse is the only beneIiciary.
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 0% [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 4.5%, ex:ept as noted in 72 P.S. !9116(1.2) [72 P.S. !9116(aX1)).
The tax rate imposed on the net value of transfers to or fortbe use of the decedent's siblings is 12% [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.
REV-1502 EX + (1-97){1)
(;()MM()NVQlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIlENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF ALE NUMBER
DEVITA, ALFREDO
All .... propeIty owned soklIy or IS a tenant in common must be reported III fair matet value. Fair l1la'ket value is defined as the price at wtich property wauId be eld1a1ged belween a
willing buyer lIllI a wIIin9 seier, neilher being compelled to buy a sell, bdh havilg reasonable knowledge d the reIeYln fac:Is. Real property whk:f1 is jolntly-owned with right of survivorship
must be di8c:Iosed on Schedule F.
ITEM VAlUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
NONE
N/A
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
REV-1503 EX + (1-97) (I)
COMM~TH OF PENNSYI.VAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE Of
DEVITA, ALFREDO
All property jolntly-owned wilfl the right d survivorship must be cIiscIosed on Schedule F.
ITEM
NUMBER DESCRIPTION
RLENUMBER
VALUE AT DATE
OF DEATH
1.
NONE
N/A
TOTAL (Also enter on line 2, Recapitulaion) $
(If more space is needed, insert additional sheets of the same size)
o
REV-1504 EX + (1-97) (I)
COIolMON\\QlTH OF PENNSYlIMIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORAnON,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
DEVITA, ALFREDO
Sc::hedUe C-1 a C-2 (h::Iuding aI ~ irIarrnl6:Jn) nut be attached fa" each cIoseIy-heId c:orporcmvpatnership nerest cllhe deceder'4, dher II1lIl a sole-propl ietOl ship.
See insIructions fa" lhe ~ irIarrnl6:Jn to be SIbnilled lilr so&proprietorshps.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
FlLENUMBER
1.
NONE
N/A
TOTAl (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additiona sheets of the same size)
o
REV-l505 EX + (1-97) (I)
COMMONV'ofALTH OF PENNSYl\8\N1A
INHERlTAHCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-1
CLOSELY -HELD CORPORATE
STOCK INFORMATION REPORT
ESTATE OF
DEVITA, ALFREDO
1. Name of Corporation N / A
Address N / A
City N/A
2. Federal Employer /.D. Number N / A
3. Type of Business N / A
FILE NUMBER
State N /A
Zip Code N/A
State of Incorporation N / A
Date of Incorporation N / A
Total Number of Shareholders
Business Reporting Year N / A
N/A
Product/Service N / A
4.
TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE
STOCK Voting I Non-Voting SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK
Common $
Preferred $
Provide all rights and restrictions pertaining to each class of stock.
5. Was the decedent employed by the Corporation?
If yes, Position
6. Was the Corporation indebted to the decedent?
If yes, provide amount of indebtedness $
7. Was there life insurance payable to the corporation upon the death of the decedent? 0 Yes 0 No
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
8. Did the decedent sell or transfer stock of this company within one year prior to death or within two years if the date of death was prior to 12-31-82?
DYes DNo If yes, DTransfer o Sale Number of Shares
DYes DNo
Annual Saary $
DYes DNo
Time Devoted to Business
Transferee or Purchaser
Atlach a sepa-ate sheet for additiorS lra1sfers a1dIor sales.
Consideration $
Date
9. Was there a written sharehoIder's agreementin effect at the time of the decedenfs death? DYes 0 No
If yes, provide a copy of the agreement.
10. Was the decedent's stock sold? DYes DNo
If yes, provide a copy of the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death? DYes DNo
If yes, provide a breakdown of distributions received by the estate, including dates and amounts recei\1ed.
12. Did the corporation have an interest in other corporations or partnerships? DYes DNo
If yes, report the necessary infonnation on a separate sheet. including a Schedule C-1 or C-2 for each interest.
itll'..8IfE
A. Detailed calculations used in the valuation of the decedent's stock.
B. Complete copies of financial statements or Federal Corporate Income Tax retums (Form 1120) for the year of death and 4 preceding yeafS.
C. If the corporation owned real estate, submit a list showing the complete addressles and estimated fair maket value/s. If real estate appnisaIs have been
secured, atta::h copies.
D. Ust of principal stoclcholders at the date of death, number of shares held and their relationship to the decedent.
E. List of ollicers, their saIaies, bonuses and MY other benefits received from the corporation.
F. Statement of dividends paid each year. Ust those declared and unpaid.
G. Any other information relating to the valuation of the decedent's stock.
REV-1506 EX + (1-97) (/)
COMMONWEALTH Of PENNSYl.VANUl.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C-2
PARTNERSHIP
INFORMATION REPORT
ESTATE OF
DEVITA, ALFREDO
ALE NUMBER
1. Name of Partnership N / A
Address N / A
City N/A
2. Federal Employer /.D. Number N / A
3. Type of Business N / A
4. Decedent was a D General
Date Business Commenced N / A
Business Reporting Yeal N / A
State N /A
Zip Code N / A
Product/Service N / A
D limited partner. If decedent was a limited partner, provide initial investment $
5.
PERCENT OF PERCENT OF BALANCE OF
PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT
A.
S.
C.
D.
6. Value of the decedent's interest $
7. Was the Partnership indebted to the decedent? DYes D No
If yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent? DYes D No
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
9. Did the decedent sell or transfer an interest in this partnership within one Yeal prior to death or within two yeats if the date of death was prior to 12-31-82?
DYes DNo If yes, DT..ansfer DSaIe Percentage transferred/sold
Transferee or Pun:haser Consideration $ Date
AIlach a ~e sheet for additionallra1sfers lIldIa sales.
10. Was there a written partnership agreement in elrect at the time of the decedenfs death? DYes D No
If yes, provide a copy of the agreement.
11. Was the decedent's partnership interest sold? DYes D No
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated after the decedent's death? DYes D No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any of the partners? DYes D No If yes, explain
14. Did the partnership have an interest in other corporations or partnerships? DYes DNo
If yes, report the necessary information on a separate sheet. including a Schedule C-1 or C-2 for each interest.
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding yeas.
C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been
secured, attach copies. .
D. Any other inbnnation relating to the valuation of the decedent's partnership interest.
STF PA42021 F. 7
REV-1507 EX + (1-97) (I)
COM~TH Of PENNSYlIMIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 0
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
DEVITA, ALFREDO
All property jolnlty-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
FILE NUMBER
VAlUE AT DATE
OF DEATH
1.
NONE
N/A
TOTAL (Also enter on line 4. Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
o
STFPA42021F.8
REV-1508 EX + (1-97) (I)
COMMOIMQlTH OF PENNSYlYANIA
INHEfl/TAHCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
DEVITA, ALFREDO
Include the proceeds d litigation lIld the date the proceeds were received by the estate. All property joinlly~ with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
RLE NUMBER
1.
NONE
N/A
TOTAL (Also enter on line 5, R~lation) $
(If more space is needed. insert additional sheets of the same size)
o
REV-1509 ex + (1-97) (I)
COMMONWEAlTH OF PENNSYlIMtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY -OWNED PROPERTY
ESTATE OF
DEVITA, ALFREDO
If an asset was made joint within one 'Jell of the decedent's date of death, it must be reported on Schedule G.
FILE NUMBER
SURVMNG JOINT TENANT(S) NAME
ADDRESS
RELATIONSHI' TO DECEDENT
A. N/A
N/A
B.
c.
N/A
JOINTLY -OWNED PROPERTY:
lETTER DATE DESCRPTIONOF PROPERTY "'OF DATE OF DEATH
ITEM FOR JOINT MAIlE h:UIe name of Iinan:iaI inHlIAion ancJ bait ac:tOIIt IU'Iter or similar ~ rumer. DATE OF DEATH DECO'S IW..UE OF
NUMBER TENANT JOINT AlIach deed for pirtt.llelf real eslate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6, Recapitulaion) $ 0
(If more space is needed, insert additional sheets of the same size)
SlFPA42021F.l0
REV-1510 EX + (1-$7) (I)
COIolMClNw:AI.TH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIlENT DECEDENT
SCHEDULE G
INlER-VlVOS lRANSFERS &
MISC. NON-PROBAlE PROPERTY
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
This schedule IllJSl be COIlllIeted lI1d filed if 1he lI1SWt!r to My r:l questions 1lhrough 4 Olllhe reverse side r:llhe REV-1500 COVER SHEET is yes.
DESCRPTION OF PROPERTY %OF
ITEM It<<:lla TIt: fME OF TIt: TRANSFEREE. TIEIR REl.AllONSIfP TO IlECEIlENT /W) TIt: DAlE DATE OF DEATH DECO'S EXClUSION TAXABLE VALUE
NUM3ER OF TRANSFER ATTACH A COPY OF TIt: DEED FOR REAL ESTAlE. VALUE OF ASSET INTEREST (IF APPI.JCABl.E)
1. NONE N/A 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAl.. (Also enter on line 7, Recapitulation) $ 0
(If more space is needed, insert additional sheets of the same size)
~TC D.6..A?n?11: 11
REV-1511 EX + (1-97) (I)
COMMONWfALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIllENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINIS1RAllVE COSTS
ESTATE OF
DEVITA, ALFREDO
FILE NUMBER
Debls of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. NONE N/A
B. ADMINISTRATIVE COSTS:
1. Personal Representative's CorTmissions
NIIne d Personal Represerdaive(s)
Social Searily Ntmbel(s) I EtI Nc.mber d Personal Represenlative(s)
Street Address
City State Zip
Yl!lI'(s) Commission Paid:
2. Attcmey Fees
3. Faruly Elcemplion: (If decedent's address is not the sane as claimir1l's, attach expIMliion)
ClaimcIlI
Street Address
City State Zip
ReIaionship d CItiI1'Iln to ~
4. Probate Fees
5. Aa:otri.anI's Fees
6. Tax Retun Preparer's Fees
7.
TOTAl. (Also enter on line 9, Recapitulaion) $ 0
(If more space is needed, insert additional sheets of the same size)
. REV-1512 EX + (1-97) (I)
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & UENS
ESTATE OF
DEVITA, ALFREDO
ALE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
NONE
N/A
TOTAL (Also enter on tine 10. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
REV-1513 EX + (9-00)
COMM~TH Of PENNSYl\M1A
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
DEVITA ALFREDO
ALE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions. CIld transfers
under Sec. 9116 (a) (1.2)]
1. NONE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
- REV-1514 EX + (1-97)(1)
COM~TH OF PENNSYlIMVI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
(Check Box 4 on Rev-1500 Cover Sheet)
ESTATE OF ALE NUMBER
DEVITA, ALFREDO
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death
prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unij.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
o Will Dlntervivos Deed of Trust o Other
~e.."'.. .,;..:~."<<._"", iFCAl~
..
NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS
LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE
o Life or OTerm of Years
o Life or 0 Term of Years
o Life or OTerm otYears
o Life or OTerm of Years
1. Value of fund from which life estate is payable
.
2. Actuarial factor per appropriate table
Interest table rate - 03 1/2% 06% 010%
3. Value of life estate (Line 1 multiplied by Line 2)
$
o Variable Rate
%
$
NAME(S) OF
ANNUITANT(S)
.;~!
NEAREST AGE AT
DATE OF BIRTH DATE OF DEATH
TERM OF YEARS
ANNUITY IS PAYABLE
o Life or 0 Term of Years
o Life or OTerm of Years
o Life or DTerm otYears
o Life or DTerm of Years
1. Value of fund from which annuijy is payable $
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26) 0 Monthly (12)
o Quarterly (4) 0 Semi-annually (2) OAnnually (1) o Other ( )
3. Amount of payout per period
4. Aggregate annual payment, Line 2 muKiplied by Line 3
5. Annuny Factor (see instructions)
Interest table rate 031/2% 06% 010% DVariable Rate %
6. Adjustment Factor (see instructions)
7. Value of annuity -If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 4l]] [line sOD rune 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4DO [line S[[] rune 6)IJD Line 3
$
o
$
$
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on
Schedules A through G of this tax return. The resuKing life or annuijy interest(s) should be reported at the appropriate tax rate on Lines 13,
15, 16 and 17.
(If more space is needed, insert additional sheets of the same size)
REV-1647 EX + (~)
SCHEDULE M
FUTURE INTEREST COMPROMISE
COMMON\\QLTH Of PENNSYlIMIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(Check Box 4a on Rev.1500 Cover Sheet)
ESTATE OF FILE NUMBER
DEVITA, ALFREDO
This schedule is appropriate only for estates of decedents dying after December 12, 1982.
This schedule is to be used for aU future interests where the rate of tax which will be applicable when the future interest yests in possession and enjoyment
cannot be established with certainty.
Indicate below the type of instrument which created the future interest and attach a copy to the tax return.
o Will o Trust o Other
L Beneficiaries
NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO
NEAREST BIRTHDAY
1.
2.
3.
4.
5.
IL For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a ~ht of withdrawal within 9 months
of the decedenfs death. check the appropriate block and attach a copy of the document in which the SUl'vi\;ng spouse exercises such
withdrawal right
0 Unlimited right of withdrawal 0 Umited right of withdrawal
DL Explanation of Compronise Offer:
Iv. Summary of Compromise Offer:
1. Amount of Future Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . $
2. Value of Une 1 exempt from tax as amount passing to charities, etc.
(also include as part of total shown on Une 13 of Cover Sheet) ........... $
3. Value of Une 1 passing to spouse at appropriate tax rate
Check One 06%, 03%, OOO~ .......................... $
(also include as part of total shown on Une 15 of Cover Sheet)
4. Value of Une 1 taxable at lineal rate
Check One 06%. 04.5% . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
(also include as part of total shown on Une 16 of Cover Sheet)
5. Value of Une 1 Taxable at sibling rate (12%)
(also include as part of total shown on Une 17 of Cover Sheet) ........... $
6. Value of Une 1 Taxable at collateral rate (15%)
(also include as part of total shown on Une 18 of Cover Sheet) ........... $
7. Total value of Future Interest (sum of Unes 2 thru 6 must equal Une 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 0
(If more space is needed. insert additional sheets of the same size)
REV-1649 EX + (1-97) (I)
COMMONVW:ALTH OF PENNSYlVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF FILE NUMBER
DEVITA, ALFREDO
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113 (A) of the Inheritance & Estate Tax Act.
If the election applies to more than one trust or simila'" arrangement, a separate bnn must be filed br each trust.
This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar anaIgE!I11ent meets the requirements of Section 9113 (A), and:
a. The trust or similar arTCrlgement is listed on Schedule 0, and
b. The value of the trust or simila- aI1'lIlgerJlent is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may spec:ificaly identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust
or simila'" property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is incfuded as a taxable transfer on Schedule
0, the personal representative shall be considered to have made the election only as to a fraction of the trust or simila'" arrangement. The numerator of this taction is
equal to the amount of the trust or simila'" c;rrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar
amIlgeIl1ent.
PART A: Enter the description and value of al interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
OOlCRIPTlON VAlle
~A~ 0
PART B: Enter the description and value of aft interests included in Part A for which the Section 9113 (A) election to tax is being made.
OOlCRIPTlON VAlLe
Part B Total $
(If more space is needed, insert additional sheets of the same size)
o