HomeMy WebLinkAbout02-01-12 (2)1505610143
REV-15Q0 ~"°'-'°' ~f
PA Department of Revenue OFFICIAL USE ONLY
~~Y~ arse County Cade veer Flb Ntxnoer
Bureau of Individual Taxes
Po Box.26osot INHERITANCE TAX RETURN 21 11 ~ aao2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Soaal Security Number Date of Death Date of Birth
024 O1 6039 11 05 2011 03 25 1919
Decedent's Last Name Suffer Decedent's First Name MI
TG~-S S INI NANCY E
(If Applicable) ErIMr Surviving 8pouse's Information Below
Spouse's Last Nama Suffer Spouse's First Name
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
X~ t. Original Retum ~ 2, Supplemental Retum ~ 3, Remainder Relum (data of tf@atl7
prbrto t2-13-82)
4. Limited Estate ~ qa Furore trderaal CortWraruae
(fists of death after 72.72-82) ~ 5. Federal Estate Tax Retum Required
® S Deudera Disd T-iMe
(Attatlt copy of win) ~ 7. s~t~ raafnedia Livirp Trust
of TNai g. Total Number of Safe Deposit Boxes
9. Litlgation Proceeds Received ~ 10. vet j~~~-t-e ~ tl°Ba' ~ nor SeC. 9113(A)
11 ~
n
Seh 0)
Alfat~t
CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTULL. TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MICHAEL L BANGS 717 730 7310
REGISTER OFLLS USE O~Y
N ~'
First Ilse Of address
7~ ~ ~ c
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429 30UTH 18TH STREET ~
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Second Ilrte of address ~
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DA
City or Post Oftiee
State ZIP Code
CAMP HILL PA 1,7011 n`'
corrssportd.rtt's.-mall addroas: mikebangs(~yerizon.net
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ADDRESS
Side 1
1505610143
1505610143
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15D561D243
REV-1500 EX
Decedent's Soctal Security Number
o~d.nr.rr.~: Tomassini, Nancy E 024 O1 6039
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3. .
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 7 6 , 42 9. 7 4
6. Jointy Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous ton; Probate Property
arate BNlin
Requested
Se
7
............
g
p
(Schedule G) u .
8. Total Gross Assets (total Lines 1-7) ..................................................................... B. 7 6 , 42 9.7 4
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 18 , 3 90.0 6
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 528.53
11. Tofal Deductions (total Lines 9 810) ................................................................... 71, 18 , 918.5 9
12. Net Value of Fatale (Line 8 minus Line 11) .......................................................... 12. 57 , 511.15
13. Charitable end Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 73.
14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 57 , 511.15
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 15 0 . 0 0
(a)(1.2) X .00
16. Amount of Line 14 taxable 43 ,133.36 16. 1 , 941.00
at lineal rote X .045
17. Amount of Line 14 taxable
0• 0 ~
17
~• 0 ~
at sibling rate X .12 .
18. Amount of Line 14 taxable
14
37 7.7 9
1 s.
2 ,15 6.67
,
at wllaterol rate x .15
19. Tax Due .................................................................................................................. 19. 4,097.67
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Slde 2
L 15D561D243 15D561D243
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-11 ^ I aa~
DECEDENTS NAME
Tomassini, Nancy E
STREET ADDRESS
20 North 12th Street
CITY
Lemoyne STATE
PA ZIP
17043
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPaymeMs
A. PNor Payments
B. Diswunt
3,892.79
204.68
3. Interest
q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek box 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.
(1)
Total Credits (A + B) (2)
(3)
(4)
(5)
4,097.67
4,097.67
0.00
Make Check Pa able to: REGISTER OF WILLS AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :............................................................................... ~x
b. retain the right to designate who shall use the property transferred or its income :..................................
c. retain a reversionary interost; or ...............................................................................................................
d. receive the promise for life of efther 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 axount or security at his or her death?....... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ^ ^x
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)].
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 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disGosure 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)].
. 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 )].
. Tha 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) . A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by bloo~ or adoption.
R~viaaa D(+(a-asi
SCHEDULE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
carwow~xnr aF vraaksv~wu+u
weRrrnRCe rkx RErua
aes~r oE~rr
ESTATE OF - (FILE NUMBER
Tomassini, Nancy E j 21-11-11a.d,
Inc~uae ms d litlpatiai antl tns date the pr«:eds were reeeiwa by n,. Mate.
nn n~wrtr la~v-owme wim m. nym m.wwvo~srop mua w ~scwsw w,:a,wu~. F.
(K moro apace b needed, additional papas of the carne aize)
Copyright (c) 2002 form software ony The Lackner Group, Inc. Forrn PA-1500 Sc>edule E (Rev. 6-911)
REV-7167 EX*(to-06) SCHEDULE H
coMr~g~~a~~Vg~Ar,w FUNERAL EXPENSES 8c
,9 ~ ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Tomassini, Nancy E 21-11 - (nL a-a-
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
7,577.50
B. ADMINISTRATIVE COSTS:
1. Personal RepresentatNe's Commissions
Name of Personal Representative(s)
Stephen M. Tomassinl
street Address 803 Norwich Court
city HaMsburg state PA zio 17112
Year(s) Commission Daid 5,000.00
2. Attomev's Fees Michael L. Bangs 5,000.00
3, Fatuity Exemption: (If decadenYs addross is not the same as Gaimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 190.50
5. Accountant's Fees 400.00
6. Tax Retum Proparor's Fees
7. Other Administrative Coats 222.06
Ses continuation schedule(s) attached
TOTAL (Also enter on Ilne 9, Recapitulation) 18,390.06
Copyright (c) 2009 form softwaro only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
cvrnrc yr
FILE NUMBER
21-11 ' t 222
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral EYeenaea
1 Monahan Funeral Home, Inc. 7 577 50
H-A 7,577.50
Other Administrative Cosffi
2 Cumberland Law Journal -estate advertising
3 The Ser-tlnel -estate advertisfng
H-67
75.00
147.06
222.06
Copyright (c) 200? form software ony The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rw-1672 E7N (12~e)
co-rorrwEwn+oF veraenv~wu
x~reruv~ r~x nErurw
REaio®rt oec~rrr
scHEOU~E i
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
ESTATE OF FILE NUMBER
Tornassini, Nancy E 21-11 - 12.2.z.
Rport a.ea ineuma br m. a.o.a.oe prior eo d..m to.c r.m.insa v.waie ar m. a.a or d..a,, ineiuaina un..imburs.d rnWleai •~s.
(H more space b rbaded, additional pages or the same size)
Copyright (c) 2009 form software any The ladcner Group, Inc. Form PA-1b00 Sdrodub 1(Rev. 12-08)
REV-1617 prt (11 fit)
cor~~0~~~l~nNu
sc~~uie ~
BENEFICIARIES
ESTATE OF I FILE NUMBER
Tomassini. Nancv E X1.1 ~ - l ~ ] ~
NAME AND ADDRESS OF RELATIONSHIP TO
SHARE OF ESTATE
AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (V~ords) (SSS)
I
• TAXABLE DISTRIBUTIONS [indude outright spousal
distributions, and transfers
under Sec. 9116 a 7.2
Annette Quatrale Niece specific bequest
10436 Bay Ginger Lane of one-half of
Las Vegas, NV 89135 jewelry (;157.50)
Mary Quatrale Sister-in-Law 2S% of residue
10436 Bay Ginger Lane plus one-half of
Las Vegas, NV 89135 jewelry (5157.50)
Stephen M. Tomassini Grandson 75% of residue
803 Norvvich Court
Harrisburg, PA 17112
Total
ter dollar amounts ford' ns shown above on lines t 5 thro h 18 on Rev 150 0 cover sheet as riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR tNHICH AN ELECTION TO TAXIS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOT ART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 11-08)
PSECi~
12/01 /2011
Bangs Law Ot~ce
Michael L. Bangs, Attorney-at-Law
429 S. 18"' St.
Camp Hill, PA 17011
Re: NANCY' E TOMASSI1vI; Deceased.
PSECU Reference # 1282532063398
Dear Attorney Bangs:
The above referenced person has an account with PSECU which was opened on 2/15/1976. The Share
accounts were individually held by NANCY E TOMASSINI.
The following aze the Date of Death Balances for NANGY E TOMASSINI's account with PSECU:
Account Date of Death Balances interest -August 1-24
Savings (S1) $12.97 $0.00
Checking(S4) $3,483.92 $0.05 -opened 6/2/1999
Money Market (S7) $72,617.85 $3.48 -opened 9/152006
The account has been closed.
If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, press 6,
extension 3120.
incerely,
anyF 9~
Member Se ice Representative
PSECU
Pennsylvania State Employees Credit Union
t Credit Unton Place, P.O. Box 67013, Harrisburg, PA 17106.7013 •800.237.7328 • »psecU.tom
THISCBEDITUNIONISFEDERALIYINiiIRinRY7NFM~nnuN rocrnTUwnu>nwutnoennu crow noenonro~~•~~~~
~ ~ ~w
I, NANCY E. TOMASSINI, of Hampden Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
ITEM 1. I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, and any and all taxes and assessments imposed by any
governmental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my death as a part
of the expense of the administration of my estate.
ITEM II. I give and bequeath all of my estate of whatever nature and wherever situate
as follows:
A. All of my gold jewelry to my sister-in-law, Mary Quatrale, and my
nice, Annette Quatrale, shaze and share alike; and
B. All of the rest, residue and remainder of my estate shall be divided as
follows:
1. Seventy-five (75%) Percent shall go to my grandson STEPHEN
M. TOMASSINI. Should my grandson predecease me> then his share
shall go to my brother, Philip Quatrale, or if he is deceased then to his
wife Mary Quatrale or if she is deceased, then to their children, Annette
Quatrale and Mazk Quatrale, share and share alike.
2. Twenty-five (25%) Percent shall go to my brother Philip
Quatrale or if he is deceased then to his wife Mary Quatrale or if she is
deceased, then to their children, Annette Quatrale and Mark Quatrale,
share and share alike.
ITEM III. All of the interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or
attachment.
ITEM IV. I appoint my grandson STEPHEN M. TOMASSINI executor of this my last
will. Should my grandson predecease me or otherwise fail to qualify or cease to serve as
executor of this my last will, I appoint PHILIP QUATR.ALE executor of this my last will.
ITEM V. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regazd to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
2
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VI. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this I ~~k~ day of
~~= ~• ,~.-~-- , 2008.
v
~--. ~~_,
C • ~ a-m ~~
NCY; . TOMASSINI
3
The preceding instrument, consisting of this and THREE other typewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published, and declared
by NANCY E. TOMASSINI, the testatrix therein named, as and for her last will, in the presence
of us, who at her request, in her presence, and in the presence of each other, have subscribed our
names as witnesses hereto.
4
COMMONWEALTH OF PENNSYLVANIA )
( SS:
COUNTY OF CUMBERLAND )
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that 1 signed it willingly; and that t signed it as my free
and voluntary act for the purposes therein expressed.
NANCY OMASSINI
_ _ 'S'iivclrsror affirmed to and acknowledged
= bed in8 by the testatrix named above
_ '" thi~s4 43# d/J~]$y of ~-{ j Lw.,tii/ , 2008.
c
' ~'1~l ~ L-~ ~ ! 1 i 1 /1~~..I. . ,'Fill A~ RF}t~~,i~
ilWO+.~. ....~
...., IQ
J lAwe: P."v • Tup . Cutrat~xtw~d CoutiY
~ p~;~,,~. fires May 10, 2011
COMMONWEA~.~H dF PENNSYLVANIA
( SS:
COUNTY OF CUMBERLAND 1)
WE, ~f~~l, ~_-~A,~. ~. and 1\~d~~~\~!'SS'R~ ,the
witnesses whose names are signed t he attached or foregotng in°~stru ent, being duly qualified according
to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as
her last will; that she signed it willingly and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as
witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of
sound mind, and under no constraint or undue influence. ~ ~,
J
~i
L,
Swprsror affitmed to and acknowledged
this ~~ day of
b~ef'v~ ~,~Z~L ~l , 2008.
T
`~~,~ f
Trotrtrtet seat
Wendy K Straub. Molsry Rbb
lower Alien Twp., Currt>edand Cauriy
My CAmrtis9bn Fires May 10, 2011
ul
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