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Home My WebLink About04-0753 COMMONWEALTH OF PENNSYLVANIA REV 1162 EX(11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD O0427O JAMES GARY L 134 SIPE AVENUE HUMMELSTOWN, PA 17036 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $10,000.00 ESTATE INFORMATION: SSN: 209-20-9033 FILE NUMBER: 2104-0753 DECEDENT NAME: TRIANO GENE J DATE OF PAYMENT: 08/13/2004 POSTMARK DATE: 08/13/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/18/2004 TOTAL AMOUNT PAID: $10,000.00 REMARKS: CHECK# 0511 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REY.1500 EX + (&00) *' ~ lI:$~ U'"I! ~~::I Of,CD !il OFFICIAl.. USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG PA 17128-0601 REY-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 21 IE w Q w o w Q DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Triano, Gene J. COUNTY CODE YEAR SOCIAL SECURITY NUMBER 209-20-9033 R 04 0753 A BI MM-D NUMBER THIS REi\JRN MUST BE FILED IN DUPllCATf WITH THE SOCIAL SECURITY NUMBER REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( I;AST, FIRST AND MIDDLE INITIAL) TrIano, Elizabeth J. ~ 1. Original Return 0 2. Supplemental Return O 4. Limited Estate 0 48. Future Ini:eresl Compromise (date of death after 12-12-82) ~ 6. Decedent Died Testate (Attach ~ 7. Decedent Maintained a Ulling Trust (Attach copy of Will) copy of Trusl) O 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death betWeen ~ 11.Electlon to tax under Sec. 9113(A) (Attach Sch 0) 12-31-91 and 1-1.95) LJ THIS_cnoN MUST8E COMPLETED.AL( CORRaPONDENCE"Nl>CONFlDENllId,:3tAx INFQRMATIOH:lIHdIlLD BEcDlRECTEl><O: NAMe COMPLETE MAILING ADDRESS Gary L. James, Esq. FIRM NAME (If applicable) James, Smith, Dietlerick & Connelly, LLP ~ z .. c z c ~ .. ~ 8 TELEPHONE NUMBER 717-533-3280 T .D Y o 3. Remainder Retum (date of death prior to 12-13-82) ~ 5. Federal Estate Tax Return Required 8. Total Number of Safe DeposIt Boxes 134 Sipe Avenue Hummelstown, PA 17036 (1) (2) (3) (4) (5) (6) (7) None None None None TE 05-18-2004 08-05-1927 24,000.00 None 2,859,985.06 OFFiCIAL USE ONLY '.","', '._,;"", (9) 19,616.00 (8) 2,883,985.06 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 11. Total Deductions (Iotal Lines 9 & 10) 20. [!] (11) (12) (13) (14) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been made (Schedule J) 14. Not Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. 2,638,106.33 x .00 (15) or tran"""" under Sec. 9116(a)(1.2) z 0 226,262.73 .045 (16) ~ 16.Amount of Line 14 taxable allineal rate x ::> II. 17. Amount of Line 14 taxable alsibling rate 0.00 x .12 (17) ::!! 0 '" 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) g 19. Tax Due (19) 1. Real Estate (Schedule A) 2. Slocks and Bonds (Schedule B) 3. Closely Held Corporation, Par\ne~ip or Sol<>-Proprielorship z o ~ ::> l- ii: < '" w ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joln~y Owned Proparty (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 0 Separate Billing Requested 8. Total Gross Assots (Iotal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 12. Nst Valus of Eotato (Line 8 minus Line 11) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >>8I!S\JRE'TO ANSWER ALLQUES'noN8 ON REVERSJ;;SjQE AND'R.ECHECI!;~TH << Copyright 2002 form software only The Lackner Group, Inc. 19,616.00 2,864,369.06 0.00 2,864,369.06 0.00 10,181.82 0.00 0.00 10,181.82 Form REV.1500 EX (Rev. 6-00: Decedent's Complete Address: STREET ADDRESS 83 Carol Place CITY New Cumberland I STATE PA IZIP 17070 1. Did decedent make a transfer and: Yes 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 December 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? ............................................,.... ...................,................................................. ~ 0 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 pe~ury, I declare that I have examined this return, including 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 mformation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Eliza eth J. Triano Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 10,000.00 509.09 Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penally TotallnteresUPenally (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 83 Carol Place New Cumberland, PA 17070 ENTATIV AD 134 Sipe Avenue Hummelstown, PA 17036 10,181.82 10,509.09 327.27 No o o o o o o ~ ~ DATE 2--((- l.L><'> A L-- -l{ - 'UoL., s-- ATE 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. ~9' 16 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax retum 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 tlNenty-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 .5. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or fer the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2)[72P.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% [72 P .5. ~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.1508 EX+ (8-81) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAL'TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Triano, Gene J. FILE NUMBER 21-04-0753 Include the proceeds of litigation end the date the proceeds were received by the estate. All property JoIntIy-ownecl with the r1ght of survlvorahlp must be dllicloucl on lICheclule F. ITEM NUMBER DESCRIPTION 1 2001 330xl BMW - valued per Kelly Blue Book VAlUE AT DATE OF DEATH 24,000.00 TOTAL (Also enter on Line 5, Recapitulation) 24,000.00 (If more space Is needed. additional pages of the same size) Copyright (c) 2002 fonn software only The Lackner Group, Inc. Fonn PA-1500 Schedule E (Rev. 6-98) Rey.1510 EX+ (8-98) *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT ESTATE OF Triano, Gene J. FILE NUMBER 21-04-0753 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 yfIS. ITEM ..v.iUr If DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. 1 Janney Montgomery Scott IRA No. 82889863 - 2,517,802.78 100.000 0.00 2,517,802.78 spouse Is beneficiary - valued per letter & spreadsheet dated 6118104 2 Janney Montgomery Scott Account No. 8289037~ 136,361.78 100.000 0.00 136,361.78 - titled In the Gene J. Triano Living Trust dated 31212001 - valued per letter & spreadsheet dated 6118104 3 Miscellaneous personal property - 1/2 assigned 25,000.00 100.000 0.00 25,000.00 to the Gene J. Triano Living Trust dated 3/212001 - valued per Trustee (50,000/2 = 25,000) - 1/2 of value reported 4 Real estate located at 83 Carol Place, New 180,820.50 100.000 0.00 180,820.50 Cumberland Borough, Cumberland County, PA - 1/2 titled in the Gene J. Triano Living Trust dated 3/2/2001 - valued per county tax assessment. common level ratio (344,420 . 1.05 = 361,641.00) - 1/2 of value reported TOTAL (Also enter on Line 7, Recapitulation) 2,859,985.06 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Leckner Group, Inc. Form PA.1500 Schedule G (Rev. 6-9S) REV-1151 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Triano, Gene J. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-04-0753 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 14,601.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Represenlativa(s): . Street Address City Slate Zip - Year(s) Commission paid 2. Altomey's Fees James, Smith, Dietterick & Connelly, LLP 5,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs. attach explanation) Claimant Elizabeth J. Triano Street Address 83 Carol Place City New Cumberland Slate PA Zip 17070 Relationship of Claimant to Decedent Spouse 4. Probate Fees 5. Accounlanfs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Cos1s 15.00 See continuation schedule{s) attached TOTAL (Also enter on line 9, Recapitulation) 19,616.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H (Rev. 6-98) Rev.1502 EX+ (6-98) . SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Triano, Gene J. FILE NUMBER 21-04-0753 ITEM NUMBER DESCRIPTION AMOUNT 1 Parthemore Funeral Home - funeral services 11,268.00 2 west Shore Country Club - funeral reception 3,333.00 Subtotal 14,601.00 Copyright (c) 2002 fonn software only The Lackner Group, Inc. Fonn PA-1500 Schedule H-A (Rev. 6-98) Rev.1502 EX+ (6-98) *' SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Triano, Gene J. FILE NUMBER 21-04-0753 ITEM NUMBER 1 DESCRIPTION Register of Wills, Cumberland County - filing fee for Return AMOUNT 15.00 Subtotal 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H.a7 (Rev. 6-98) REV.1513 EX+ (9-00) *' SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Triano, Gene J. 21-04-0753 NAME AND ADDRESS OF K~LA" 'IV SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not LIst TrusteAls\ I. ~~c1".de outright SPOU"!'I disb1butions, and b'ansfers under Sec. 9116(a)(1.2)] 1 Gene J. Triano Family Trust - life Interest Credit Shelter 120,303.55 83 Carol Place Trust New Cumberland, PA 17070 2 Gene J. Triano Family Trust - remainder Credit Shelter 226,262.73 Interest Trust 83 Carol Place .._~ DA nn..n 3 Elizabeth J. Triano Spouse 2,628,790.26 83 Carol Place N_ Cumberland, PA 17070 Total 2,975,356.54 Enter dollar amounts for disb1butions shown above on lines 5 through 18, as appropnate. 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 B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II, ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET U.UU Copyright (c) 2002 Ionn software only The Lackner Group, Inc, Fonn PA-1500 Schedule J (Rev. 6-98) REV.1514 EX+ (NO) *' LIF'<<iM'~kINttiTY & TERM CI:RTAIN (Check Box 4 on Rev-1500 Cover Sheet) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Triano, Gene J. 21-04-0753 ThiS SChedule IS to be used fOr all single life, JOint or successive lite estate and term certsm calculations. f-or dates of death pnor to 5~1-89, actuarial !acID", for single life celculations con be obtained from the Department of Revenue, Specially Tax Unit. Actuarial !acID'" con be found in IRS Publlcetion 1457, Actuarial Values. Alpha Volume for dales of death on or after 5-1-89. Indicete the type of Instrument which created the future interest below and attach a ooPY to the tax return. o Will IllIlntervlvos Deed of Trust 0 Other Il~flt!JlBII".It!~~t!~f~~.N LIFE TENANT(S) DATE OF BIRTH DATE OF DEAlli ESTATE OF Elizabeth J. Triano 0410211931 73 PAYABLE ears ears ears ears 1. Value of fund from which life estete is payable $ 346,566.28 2. Actuarial !aclDr par appropriate table Interest table rate - 031/2% 08% 0111% 0 VlIIaIJIeRaIB 3. Value of life ..tate (Line 1 multiplied by Line 2) .34713 $ 120,303.55 2lli?.~~.._i~ .i:r--:s.....-ifto ii_......' :::= jsailiTI;>{':~~1'1ifIB!1; .... 1\1~1'!!giii,j~'tI;J\ifAd =::;;;Jf2?{'Em'>'i/c''>ic ".'El''1iif0' ",~~'7QP" '.>0f.~'" . '/:$)'::;1;<'..' .::;;;Jf2'j' NAME(S) OF NEAREST AGE AT ANNUITAlNTS DATE OF BIRTH DATE OF DEATH PAYABLE 1. Value of fund from which annuity is payable $ 2. Check appropriate block below and enter oorresponding (number) Frequency of payout-D W8B1dy(52) 0 Bh.lllII~rasl 0 ~~ 0 QaBIy(4) o &",I.dklllly(2) 0 AnuIIy(1) 0 Cllt&' 3. Amount of payout per period 4. Aggregate annual payment. Line 2 multiplied by Line 3 5. Annuity Factor (S99 instructions) interest table rete - 0 31/2% 0 8% 0 111% 0 VlIIaIJIeRaIB 6. Adjustment Factor (see instructions) $ $ 0.00 7. Value of annuity - If using 3 1/2%, 6%. 10% or ~ variable rate and period payout is at end of period, calculation is: Une 4 x Line 5 x Line 6 $ If using variable rate and period payout is at beginning of period, calculation Is: (Line 4 x Line 5 x Line 8) + Line 3 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. 17 and 18. Copyright (c) 2002 form software only The Lsckner Group, inc. Form PA-1500 Schedule K (Rev. 6-98) Rw-1151 EX (1-97)(1) *' SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) COMMONWEALTH OF PENNSYLVANIA INHERrTAHCE TAl( REnJRN RESIDENT DECEOENT ESTATE OF FILE NUMBER Triano, Gene J. 21-04-0753 Do not complete this .chedule unle.. the eetete I. m.klng the el.ctlon to tax ....ts under Section 9113(A) of tho Inh.rltanc. & E.tate 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 epplles to the Family Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Seetlon 9113(A), and: 8. 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 .11 interests, both taxable and non-taxable, regardless of location, which pass to the decadenfs surviving spouse under a Section 9113 (A) trustor similar arrangement. DESCRIPTION VALUE See continuation schedule(s) attached Part A Total 346,566.28 Part B: Enter the description .nd value of .11 interests induded in P.rt A for which the Section 9113 (A) election to tax is be rg made. "v", v"'"u" See continuation schedule(s) attached Part B Total 346, (If more space is needed, insert additional sheets of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule 0 (Rev. 6-98) Rev-1502 EX+ (6-88) *' SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) Part A. All Property continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE11JRN RESIDENT DECEDeNT Triano, Gene J. FILE NUMBER 21-04-0753 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 2001 330xl BMW 24,000.00 2 Janney Montgomery Scott Account No. 82890370 136,361.78 3 Less Deductions from Schedule H -19,616.00 4 Miscellaneous personal property 25,000.00 5 Real estate located at 83 Carol Place, New Cumberland Borough, Cumberland County, PA 180,820.50 Subtotal 346,566.28 Copyright (c) 2002 lenn software only The Lackner Group, Inc. Fonn PA-1500 Schedule ()'A (Rev. 6-98) Rev-1502 EX+ (WI) *' SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) Part B. Election Is Made continued COMMONWEAL Ti-I OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Triano, Gene J. FILE NUMBER 21-04-0753 ITEM NUMBER DESCRIPTION AMOUNT 1 2001 330xl BMW 24,000.00 2 Janney Montgomery Scott Account No. 82890370 136,361.78 3 Less Deductions from Schedule H -19,616.00 4 Miscellaneous personal property 25,000.00 5 Real estate located at 83 Carol Place, New Cumberland Borough, Cumberland County, PA 180,820.50 Subtotal 346,566.28 Copyright (c) 2002 Ionn software only The Lackner Group, Inc. Fonn PA-1500 Schedule O-B (Rev. 6-98) BUREAU OF INDIVIDUAl. 't*~Si INtERITANCE 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 ASSESSHENT OF TAX zons ~'lf\ '{ 20 Pt112: 40 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-23-2005 TRIANO 05-18-2004 21 04-0753 CUMBERLAND 101 ri EP'( (\C 'JC_ 1_.,,-,, ORD' '" I'~ .; ni-\t'l.:) GARY L ~~"ESQ JAMES ETAL 134 SIPE AVE HUMMELSTOWN PA 17036 *' REV-1547 EX AFP (03-05) GENE J A.ount Re..itt.d 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 ... ~CV-"l'!.r:"Yf.\W.m~'II!'.'N'tJtm.'W.!wtArr~FlW.mr."WI1"mlll\'ltt'~.ycr.W~FlW.8W'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TRIANO GENE J FILE NO. 21 04-0753 ACN 101 DATE 05-23-2005 TAX RETURN WAS: I X J ACCEPTED AS FILED J CHANGED I~ an asses~ent was issued previously, lines 14, 15 and'or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ abb returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate liS) 16. Amount of Line 14 taxable at Line.l/Class A rat. (16) 17. Allount of Line 14 .t Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class B rete (18) 19. Principal Tax Due T X R : 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/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule S) 8. Total Assets IlJ 12J 13J 14J ISJ 16J 17] .00 .00 .00 .00 24.000.00 .00 2,859,985.06 18J APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. ExPenses (Schedule H) 10. Debts/MOrtgage Li.bilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charltable/Govern..nt.l Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 19J 1l0J 19,616.00 .00 IllJ 112J 1l3J 114J NOTE: 2,638,106.33 X 226,262.73 X .00 X .00 X INTEREST/PEN PAID I-J 509.09 AHOUNT PAID 10,000.00 DATE 08-13-2004 NUH8ER CD004270 ~. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 00 = 045 = 12 = 15 = 119J= NOTE: To insure proper credit to your account, subMit the upper portion of this for. with your tax paYllent. 2,883,985.06 19 .616 on 2,864,369.06 .00 2,864,369.06 .00 10,181. 82 .00 .00 10,181.82 10,509.09 327.27CR .00 327.27CR 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" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.J BUREAU 01' DIDI~QWIiJ) OFFICE OF IIIERITAIICE TAX DIYISI.cr~!C:"'~tP nC I.,"'::'. PO lOX 210601 1 :~l.:\,,) I : I '.~'l . / ,I _1_ PA 17128-1601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-16D7 EX AFP (D3-OS) 2005 JUL 22 P~l 2: 12 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-27-2005 TRIANO 05-18-2004 21 04-0753 CUMBERLAND 101 AMwIt ...i ttecl GENE J CLERK OF ORPHN~'S COURT GARY LWHis'esf"', ;cA JAMES ETAL 134 SIPE AVE HUMMELSTOWN PA 17036 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE, To in..... p.--r credit to your _t, subIIit tM _r portion of thb fOI"ll with your tu: _to CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ..............~................~....~~~....J....~............~.............................. REV-1607 EX AFP (03-05) ... IN"~RITANC~ TAX sTATEMENT OF ACCOuNT ... ESTATE OF TRIANO GENE J FILE NO.21 04-0753 ACN 101 DATE 06-27-2005 THIS STATEIlENT IS PROI/IDID TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAIlED ESTATE. SIIlIIIIl BELlIIf IS A SUIlItARY 01' THE PRINCIPAL TAll DUE, APPLICATION 01' ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO.IECTED INTEREST FI8URE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-16-2005 PRINCIPAL TAX DUE, 10,181.82 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2004 CD004270 509.09 10,000.00 06-09-2005 REFUND .00 327.27- TOTAL TAX CREDIT 10,181.82 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN n, II) PAVIIEIIT IS RQUlRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 5t BUREAU OF INDIVI4COOifD Or:qCE OF INHERITANCE TAX DIYISIOft-..,,('., ' . "-" PO BOX 280601 >'-.- HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN '* REV-483 EX AFP (06-951 2DryS SEP -2 P1'i 12: 08 DATE 09-05-2005 ESTATE OF TRIANO GENE J DATE OF DEATH 05-18-2004 FILE NUMBER 21 04-0753 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 11-04-2005 (See reverse side under Objections) AIIaunt Rui.tted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CLER'< (VJC,. i " GARY L (lAMES ESQ JAMES ETAL 134 SIPE AVE HUMMELSTOWN PA 17036 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnit the upper portion of this for. with your tax pay.ent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- ------------------------------------------------------------------------------------------ REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF TRIANO GENE J FILE NO.21 04-0753 ESTATE TAX DETERMINATION ACN 201 DATE 09-05-2005 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 9.672.73 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 9.672.73 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) 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 THIS OATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED I)~ FDR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU KAY BE I(A DUE A REFUND. SEE REVI='R~F ~Tn~ ,,~ TUTc.! .,.....nLO r....... _u___._______ ZOCS SEP I 3 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERHINATION AND ~[0npn-n~~ENT OF PENNSYLVANIA I Lu,-" Ltul;$.TI\TE ;TAX BASED ON FEDERAL .':' J~LOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES IfrljERITANCE TAX DIVISION PO BOX Z8D60l HARRISBURG PA 17128-0601 IEV~15' EX ~FP ("-IS) c:~ I j. 1 f C I: ..}J 09-13-2005 TRIANO 05-18-2004 21 04-0753 CUMBERLAND 202 APPEAL DATE: 11-12-2005 (See reverse side under Objections) Amoun1: Rami 1:1:ed I I MAKE CHECK PAYABLE AND REHIT PAYMENT TO: GENE J Ct[~p< GARY L JAMES ESQ JAMES ETAL 134 SIPE AVE HUMMELSTOWN (I PA 17036 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for. "ith your tax pa~nt. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- RE-v;73ir-Ei-iiFP--{oi~-02)-----.ii-Niiffcif-oF--DETEFiMiNiiTiiHi-iii>>-iiisESsiiENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF TRIANO GENE J FILE NO.21 04-0753 ACN 202 DATE 09-13-2005 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 9,672.73 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 9.672.73 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 I INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF TIIT~ II:'nDII ~"D TUM......____.._ \/10'