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Home My WebLink About01-12-111505610101 REV-1500 Ex~01.1°' erns lvania OFFICIAL USE ONLY PA Department of Revenue P Y Bureau of Individual Taxes OEMRTNENTOFREVENUE County Code Year File Number INHERITANCE TAX RETURN PO BOX 280601 ~ ~ ~ IC ~ _ Harrisburg, PA s~i28-o6oi RESIDENT DECEDENT V ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 195-07-8157 :04/12/2010 + 01 /10/2011 Decedent's Last Name Suffix Decedent's First Name MI Finestra 'Maria (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number ----- --- - ---- -- -- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ _ __ REGISTER OF WILLS FILL IN APPROPRIATE OPALS BELOW (~ 1. Origins{ Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number 'i Karen M. Balaban (717) 232-3708 State ZIP Code PA 17108 0821 REGISTER OF WILLS USE OI~4X ,~ .. ~) ~~,~: ~ 7 I ~;.:. ~ ,. K.~.,. ~ 7; - •~ ~7 --~-, ~ , ~~ _t.. -y LED ~~ ... ,,_.'.~ .~ F~~ ~ _ _ "1 i' ` .....Y Correspondent's a-mall address: KMBalaaban@BalabanLLC.com Under penalties of perjury, I dedare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. S)BLE FOR FI ETURN ,51~NA RE OF RES DATE ~ D ~' ADDRESS 865 Idiana Avenue, Lemoyne, PA 17043 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE /'~~ws~- ./~7 / ' / O -' ~/ ADDRESS P.O. Box 821, Harrisburg, PA 17108-0821 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J 1505610105 REV 1500 EX Decedent's Social Security Number Decedent's Name: ' 195-07-8157 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 0.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 0.00: 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. 5. 6. 7. 8. Mortgages and Notes Receivable (Schedule D) ........................... Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).. , .... Jointly Owned Property (Schedule F) O Separate Billing Requested ....... Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ Total Gross Assets (total Lines 1 through 7) ............................. 4. 5. 6. 7. 8. 0.00 1,500.00 31,166.63 0.00 32,666.63 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 24,694.69 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 0.00 11. Total Deductions (total Lines 9 and 10) ................................. 11. 24,694.69 i 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 7,971.94 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 0.00 14, Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14, 7,971.94' TAX CALCULATION -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_ 15. 0.00 16. Amount of Line 14 taxable _. _ _ ... at lineal rate X .0 45 7,971.94: 1 g, 358 74 17. Amount of Line 14 taxable 0 00 at sibling rate X .12 17. 18. Amount of Line 14 taxable 0 00 ; at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. __ _ _ 358.74 _ 20. FILL iN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J REV 1500 EX Page 3 Flle Number Decedent's Complete Address: DECEDENTS NAME Maria Finestra STREET ADDRESS 206 North 34th Street CITY STATE T ZIP Camp Hill PA , 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments _-._ B. Discount 3. Interest 4. If tine 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fiil 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. Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. (1) 0.00 0.00 0.00 0.00 358.74 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" 1N 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? ...................................................................... ^ 2. If death occurred after Dec. 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or far the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)j. 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 21 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 percent [72 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 12 percent (72 P.S. §9116(a)(1.3)j. 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. BAST WILL AND TESTAMENT OF MARY FINESTRA I, Mi~RY FINESTRA, of the City of Harrisburg, County of t,,~ Dauphin, and estate of Pennsylvania, being of sound mind, memory ~-?-~ cyi ~ Ci and understanding, do make and publish this my last Will and u.___ - ~ ~ ~ v- ~ f-_. .~~ ~ Ov G~ Testament, hereby revoking any and all will or wills by me at any- - -~= ~ ~~a L t_~ i_~; ;- ;~~ cZ.. ~~p time' heretofore made. ~~: r-~T' O O~ As to such estate as it hath pleased Goci to entrust me :.- o U ~.., with, I dipose of in mannEr as follows: 1. I direct my Executor hereinafter named to pay all of my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All of the rest, residue and remainder of my estate real, personal and mixed, of whatsoever nature and wheresoever situate at the time of my decease, I give, devise and bequeath unto my husband, Carmine Finestra, to him, his heirs and assigns, in fee simple estate. In the event my husband, C.,rmine, pre-deceases me, or that we die at or about the same time, then I give, devise and bequeath all of my estate unto my two-sons, r`:nthony Finestra and Carmine Finestra, Jr., to them, their heirs and assigns, in fee simple estate, share and share alike. 3. I nominate, constitute and appoint my husband, C~=rmine Finestra, Executor of this my Last Will and Testa~ent, and in the event of his decease, then~I nominate, constitute and appoint Ario Andreoli, Executor of this my Last Will and Testament and Guardian of my sons until such time as they respectively arrive at the. age of twenty-one (21) years. IN WITNESS WHEREOF, T have hereuntosset my hand and seal this 20th day of December, 1960. WITNESSES: '~ ~ .. OCr,.t.1 .~,-Z,Q/J ~r~[ ~ SEAL REV-15o8 EX+ (ii-io) . ~ Pennsylvania SCHEDVLE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Maria Finestra 12-10-0938 Include the proceeds of litigation and the date the proceeds were received by the estate. Ali property joinNy owned with right of suwivnrchin ..,~~~ ~ a;~..~..~ea __ ~_~_~._._ .. - - -~--- •-• ••..~..~.., ..,.. aVVIlIV1101 JIICC~S UI paper or [ne same sae. REV-15og EX+ (os-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDIILE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Maria Finestra 12-10-0938 If an asset became jointly awned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING ]DINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Carmen Finestra 865 Indiana Avenue, Lemoyne, PA 17043 -son B•Antonia Stivale-Finestra 865 Indiana Avenue, Lemoyne, PA 17043 daughter-in-law C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 9to of DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST i. ~~ `1 ~~ ~~ S M&T Bank -Checking Acct #32946600 9,304.48 50% 4,652.24 2. A. 06/04/99 `M&T Bank -Certificate of Deposit #31003913915674 4,644.71 50% 2,322.36 3. A 08/12/96 M&T Bank -Certificate ofr Deposit #31003914486517 27,432.55 50% 13,716.27 4. A 01/10/98 M&T Bank - Certficate of Deposit #31003914486541 5,039.46 50% 2,519.73 5. A 02/09/98 MB~T Bank - Certficate of Deposit #31003914519219 4,724.86 50% 2, 362.43 6. A 02/09/98 M&T Bank -Certificate of Deposit #31003914596192 10,093.60 50% 5, 046.80 7. A 03/04198 M&7 Bank -Passbook Savings #21000001198119 1,093.60 50% 546.80 TOTAL (Also enter on Line 6, Recapitulation) I $ 31,166.63 If more space is needed, use additional sheets of paper of the same size. Barak 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 May 4, 2010 Mary Finestra OR Carmen Finstra Jr. 206 N 34`~ Street Camp Hill, PA 17011-2757 Re: Estate of: Mary Finestra Social Security: 195-07-8157 Date of Death: April 11, 2010 Dear Sir or Madam: Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 32946600 Ownership (Names o, fl Tonia Stivale-Finestra, joint-secondary Mary Finestra, joint-secondary Carmen Finestra, joint-primary Opening Date 0$28/73 Balance on Date of Death $ 9304.46 Accrued Interest $ 0.02 Total ....._._._.._...__.._......__......._..........._..__...e .._.__..___....._._...___.......__..__....._.._......... ____._..._... W $ 9304.48 `1~ ~ S ~ . ~ ~ yam .............-_..._..____. 2. Type of Account Certificate of Deposit Account Number 31003913915674 Ownership (Names o, fl Carmen Finestra, joint primary Mary Finestra, joint-secondary Opening Date 06/04/99 Balance on Date of Death $ 4644.1 S Accrued Interest $ 0.56 Total $~~4644.71 ~ v-~ -~ ~-~ , ~ ~ 3. Type of Account Certificate of Deposit Account Number 31003914486517 Ownership (Names o~ Carmen Finestra, joint primary Mary Finestra, joint-secondary Opening Date 08/1296 Balance on Date of Death $ 27399.32 Accrued Interest $ 33.23 ......._...__.......w._...---............----.._. w....._._.__....__.. _....._.._...._......_..__ .................._._.._...~ Total $ 27432.55 ~ ................_._......_...._.. ~i3~~1~.~ ~. 4. Type of Account Certificate of Deposit Account Number 31003914486541 Ownership (Names o, fl Carmen Finestra, joint primary Mary Finestra, joint-secondary Opening Date 02/10/98 Balance on Date of Death $ 5039.25 Accrued Interest $ 0.21 Total $ 5039.46 ~ ~ I ~ ~ ~ ~ -7 3 ~......~ f•._.~.........__ ...................................._ 5. Type of Account Certificate of Deposit Account Number 31003914519219 Ownership (Names o~ Carmen Finestra, joint-primary Mary Finestra, joint-secondary Opening Date OS/13t96 Balance on Date of Death $ 4721.95 Accrued Interest $ 2.91 .___._.__.__..__.___..........._....__.......___j_.......___..._.._.._ .......__._.._._.~.. ~..__._..._._.__......_._..__._._.__....._...._.... Total $ 4724.86 ~ ~ 3 ~ ~ , ~ 3 6. Type of Account Certificate of Deposit Account Number 31003914596192 Ownership (Names o, fl Carmen Finestra, joint primary Mary Finestra, joint-secondary Opening Date 02/09/98 Balance on Date of Death $10092.97 Accrued Interest $ 0.63 Total ~~~~~$10093.60 ~ s/ ~~~ ~ ~ r ~~ 7. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total Passbook Savings Account 21000001198119 Carmen Finestra, joint-primary Mary Finestra, joint-secondary 03/04/80 $1093.58 $ 0.02 $1093.60 C ~ ~ f ~ ~ ~~~5 ~.~ Please be advised, there was no safe deposit box found for the above decedent * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our West Shore Plaza branch at #~t~-~3~-~~30. Sincerely, ~ ~~~a N issa Sears, Adjustment Services REV-1511 EX+ (iQ-09) ~ pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Maria Finestra 12-10-0938 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Dailey Funeral Home -funeral arrangements 14,676.00 2. :Church of the Good Shepherd -funeral mass and hall rental for post-funeral reception 1, 000.00 3. JDK Catering -post-funeral reception /meal 2,511.34 a. :Catholic Cemeteries -opening and closing of grave 975.00 s. Pealer's Flowers -flowers for viewing and funeral 600.00 s. The Patriot-News - obitituary publication for 3 days 2,337.85 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 0.00 Name(s) of Personal Representative(s) Street Address City -- ---- - --- ------- State --- -- ---ZIP ----------- Year(s) Commission Paid: 2. Attorney Fees: 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 0.00 Claimant Street Address City State Relationship of Claimant to Deeedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: 94.50 0.00 0.00 ~. 0.00 0.00 TOTAL (Also enter on Line 9, Recapitulation) $ 24,694.69 ZIP If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE BENEFICIARIES ESTATE OF: FILE NUMBER: Maria Finestra 12-10-0938 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).j 1• :Carmen Finestra, 865 Indiana Av, Lemoyne, Pa 17043 on 2. Gina Buckley, 660 1st Av, San Bruno, CA 94066 ,granddaughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size. 50% 50%