HomeMy WebLinkAbout03-01-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EXI11-961
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 015645
ALTIGIERI WILLIAM P
102 APPALOOSA WAY
ETTERS, PA 17319
ACN
ASSESSMENT' AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: SSN: 063-09-9309
FILE NUMBER: 211 1-1367
DECEDENT NAME: ALTIGIERI FRANCES M
DATE OF PAYMENT: 03/01 /201 2
POSTMARK DATE: 02/27/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /07/201 1
TOTAL AMOUNT PAID:
101 ~ 5231.00
REMARKS:
5231.00
CHECK# 6497
INITIALS: HEA
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF= WILLS
REGISTER OF WILLS
1505610105
REV-1500 °` ~°~-11'tF° ~'
PA Department of Revenue Pennsylvania OFFK:IAL USE ONLY
Bureau of Individual Taxes """"'"`"~ °`"' County Code Year File Number
PO BOxz8o6o;i ~ INHERITANCE TAX RETURN
Harrisbu PA t~iz8-o6oi RESIDENT DECEDENT ~ I
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth A4MDDYYYY
11 /07/2011 06/07/1917
Decedent's Last Name
Altigieri
Suffix Decedent's First Name
Frances
MI
M
(N Applicable) Enter Surviving Spouse's Information Below
5pouse's Last Name Suffix Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLNCATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
(~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death
O 4. Limited Estate O Prior to 12-13-82)
4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required
death after 12-12-82)
~ 6. Decedent Died Testate O
(Attach Copy of Will) 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
A
(
ttach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sea 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name
Daytime Telephone Number
wlliam P Altigieri
(717J~ 938-611 r`'~
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REGISTER S USE ~'7g
t ;`r t ~
First Line of Address 00
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102 Appaloosa Way `
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Second Line of Address C7 G.7 "r~ ~C - `
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E'`T'1
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Ga ~
City or Post Office State ZIP Code DATE FILED ^-
Etters PA 17319
Correspondent's e-mail address: billaltit~ptd.net
Under penalties of perjury, I declare that I have examined this return, inGuding 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.
SIGNg~TU}~E pF PERSON RF$PONSIB FOR FILING RETURN DATE
SIGNATURE OF PREPARER OTHER THAN
DATE
ADDRESS
PLEASE USE OR161NAL FORM ONLY
Side 1
L 1505610105 15[15610105
1505610205
REV-1500 EX (FI)
Decedent's Name: Frances M Altigieri
Decedent's Social Security Number
RECAPITULATION
1. Real Estate (Schedule A) ............................................ . 1.
2. Stocks and Bonds (Schedule 8) ...................................... . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3.
4. Mortgages and Notes Receivable (Schedule D) .......................... . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5. 7,661.00
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... . 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested....... . 7.
8. Total Gross Assets (total Lines 1 through 7) ............................ . 8. 7,661.00
9. Funeral Expenses and Administrative Costs (Schedule H) .................. . 9. 345.00
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 2,191.00
11. Total Deductions (total Lines 9 and 10) ................................. 11. 2,536.00
12. Net Value of Estate (Line 8 minus Line 11) ............................ . . 12. 5
125
00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ,
.
an election to tax has not been made (Schedule J) ........................ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
..................... ... 14. 5,125.00
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
Vansfers under Sec. 9116
(a)(1.2) X .0
16. _
Amount of Line 14 taxable
15.
at lineal rate x .0 45 5,125.00 16, 231
00
17. Amount of Line 14 taxable .
at sibling rate X .12 17
18. Amount of Line 14 taxable
at collateral rate X .15 18
19. TAX DUE .........................................................19.
231.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
~„~ 1505610205 15(]5610205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address: Flle Number
DECEDENTS NAME
Frances M Altigieri
-
_.
-
STREETADDRESS __ __ ____..- ___
_-
_ _ ___
102 Appaloosa Way __
__
CITY __ _ _ _ -__
__ - . ___
-
- -
Etters 'STATE __ --..__ -----
ZIP
PA
17319
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
Z Cr'edits/Payments (1) 231.00
A. Prior Payments __
-- _ -
- --
- -- _- --
B. Discount
_
_
3. Interest
Total Credits (A + B) (2)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT (3)
.
Fill in oval on Page 2, Line 20 to request a refund.
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 5
(
) 231.00
Make check payable 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 .......................................................................................... ^ .
b. retain the right to designate who shall use the property transferred or its income ............................................ ^
c. retain a reversionary interest ..................
.......................................................................
d. receive the promise for life of either payments, benefits or care? ..............
2. If death occurred after Dec. 12, 1982, did decedent Vansfer 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 R 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 Jan. 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 sunving 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)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is 4.5 pera~nt, except as noted in [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 [-2 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-15o8 EX+ (11-io)
Pennsylvania SCNEp1/LE E
DEPARTMENT OF REVENUE CASH BANK DEPOSITS Q MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF:
FILE NUMBER:
Frances M Altigieri 2011-01367
Include the proceeds of I'~tigation and the date the proceeds were received by the estate.
All property joiirtly owned with right et su.,~w.~ti~.......~. ~ a~..r__-. __ ~~-,_-•- _
-. -.. _. _ _~__„ ._ ..,,......,., ,..,~ a,,,,~u„~,a, m,ccu ur paper or me same size.
REV-1511 EX+ (10-09)
{.-7 pennsytvania SCHEDULE H
~ DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INNERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIOEN7 DECEDENT
ESTATE OF
Frances M Altigieri
Decedent's debts must be reported on Schedule I.
A• I FUNERAL EXPENSES:
1.
B.
1
2.
3.
FILE NUMBER
2011-01367
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s) -____ -__
Street Address
~ --- --------________ State ZIP
Years} Commission Paid:
Attorney fees:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City ------- ------------State 2IP ._-.-------
Relationship of Claimant to Decedent
4• Probate Fees: 135.00
5• Acwuntant Fees:
6• Tax Return Preparer Fees:
200.00
~• service fee on checking account d~arged by bank
10.00
TOTAL (Also enter on Line 9, Recapitulation) I $ 345.00
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
Pennsylvania
iiJ DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES 8t LIENS
ESTATE ~F
FILE NUMBER
Frances M Altigieri 2011-01367
Report debts incurred by the decedent vrior to death that remaiewA ~~~...:e .. w.. •~._ ...._~ :_~.-.°-- _.- _. .-
-• •~•~•~ ~r~== ~~ ~~__~~, ~~~~~~ aumuonai sneers Dr me same size.
REV-1513 EX+ (O1-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
Frances M Altigieri
SCHEDULE ~
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY ^~lATIONSHIP TO
Do Not List Tit
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).j
1• ~Iliam P Altigieri 102 Appaloosa Way Etters, PA 17319 son
Victor Altigieri III 205 Susquehanna Ave Enola, PA 17025 grandson
Richard AI(igieri 351A Bethel Church Road New Cumberland PA 17070 grandson
FILEFILE N~UM~~
2011-01367
AMOUNT OR SF
OF ESTATE
2447.00
1223.50
1223.50
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:
1.
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.
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LAST WILL AND TESTAI~[BNT ;::!~ ~~' `:.,
-_..:
OF ' 1!T>
~~~ , , _
_ ;,-~
FRANCES !BABY ALTI~iIERI ~ ' -:~ `° `r _
-~ . _. _.
I, FRANCEB MARY ALTIaIBRI, of 85 Oneida Road, Borough of Camp
Hill, Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM I: I devise and bequeath all of my estate of every nature
and wherever situate to my husband, VICTOR ALTIGIERI, if he survives
me by thirty (30) days.
ITEM II: Should my husband, VICTOR ALTIGIERI, fail to survive me
by thirty (30) days, I devise and bequeath all of :my estate, of every
nature and wherever situate, in equal shares to such of my children,
WILLIAM PETER ALTIGIERI, and VICTOR JOHN ALTIGIERI, as survive me by
thirty (30) days. Should any of my children predecease me or die on
or before the thirtieth (30th) day following my death, I devise and
bequeath the share of such child to his or her issue, per stirpes,
living on the thirty-first (31st) day following my death; and should
any such child of mine leave no such issue living on the thirty-first
(31st) day following my death, I devise and bequeath the share of such
child to my issue, per stirpes, living on the thirty-first (31st) day
following my death.
ITEM III: I appoint my Executor and his successors guardian of
any property which passes, either under this will or otherwise, to a
Page 1 of 3
minor and with respect to which I am authorized to appoint a guardian
and have not otherwise specifically done so, provided that this ap-
pointment of a guardian shall not supersede the right of any fiduciary
in its discretion to distribute a share where passible to the minor or
to another for the minor's benefit. Such guardian shall have the
power to use principal as well as income from time to time for the
minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make payment
for these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM IV: I appoint my husband, VICTOR ALTIGIERI, Executor of
this my last will. Should my husband, VICTOR ALTIGIERI, fail to
qualify or cease to act as Executor, I appoint my sons, WILLIAM PETER
ALTIGIERI and VICTOR JOHN ALTIGIERI, Co-Executors of this my last
will.
ITEM V: I direct that my Executor and Guardian, and their
successors, shall not be required to post bond or enter security for
the faithful performance of their duties in any jurisdiction.
IN 1~TITNS88 1~iHBRBOF, I, FRANCES ILARY ALTIQIERI, have hereunto set
my hand and seal this ~ day of ~~~~ , 1995.
~•
4 ,2C~~Cd~ < / cQ~ Lf.
FRANCES MARY .AI. It~IER
Page 2 of 3
jj SINNED, SEALED, PZJBLISHED and DECLARED by FRANCES IYtARY ALTINIERI,
~~
~ the Testatrix above named, as and for her Last Wi7.1 and Testament, and
i
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.
Witnessv Address
~C-,~1 L- 1 L . ~ f~7 ~~G~ ~L~ f~ ~ C jj _ / ~ L'LC..~ ( i i . t~~ ` ~i-L .~i. ~ !~/1- t G~ / /~
Witness Address
Page 3 of 3
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2011- 01367 ~?A No . 21- 11- 1367
Estate Of : FRANCES M AL T/GIERI
/First Middle, Lestl
Late Of : CAMP HILL BOROUG~4
CUMBERLAND COUNTY
Deceased
Social Security No : 063-09-9309
WHEREAS, on the 27th day of December 2011 an instrument dated
April 6th 1995 was admitted to probate as the last will of
FRANCES M ALTIG/ERl
/First, Middle, Lastl
late of CAMPH/LL BOROUGH, CUMBERLAND County,
who died on the 7th day of November 2011 and,
WHEREAS, a true copy of the will as probated i:~ annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Penn~~ylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
WILLIAM P AL TlGIERI
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according t;o law, a1I of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VAN/A.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 27th day of Decembe,
* *NnTR* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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