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HomeMy WebLinkAbout04-13-12,-- f REV-1500 °` t~-u' `~ ~! ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY 202-26-0444 ; 10/17/2011 ._~ __ . _~._~~ i__~ . _._ .-- _. Decedent's Last Name Suffix __ __-_ _ Finnegan ': (H Applicable) Eater Surviving Spouse's Information Below OFFICUU_ USE ONLY iy Code Year Fie ~. ~ ~ Date of Birth MMDDYYYY 04/24/1936`__ ___ Decedent's First Name MI Dorothy ~ J ._____..~_-_~_.__-_.-____.- __n.~..__ __.~ ! --_._ Spouse's Last Name Suffix Spouse s First Name Spouse's Social Security Number _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE l ~` REGISTER OF WILLS MI r__ FILL IN APPROPRWTE OVALS BELOW Qn 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required ' death after 12-12-82) O 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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED TO: Name ~._________~_.._. ___. _..- --_~_.. ...___.._.._.___._-- -__.__- _._-__ Daytime Telephone Number -, -- _ __..__.____~__~m._. ~ ;Judy Marinelli ~ ` (717) 903-8799 First Line of Address 306 West Courtland Ave Second Line of Address 1505610105 PA Department of Revenue P~mvama Bureau of Indfviduat Taxes `"~~~~ PO BOx ~8osoi INHERITANCE TAX RETURN Harrisburg. PA 17]2&4601 RESIDENT DECEDENT US~NLY ~ t :V ~:: =xJ fwl T- ~ , ©-" ~ N ~i4TE FILED d Gty or post Office State ZIP Code ' Shiremanstown ~ PA ~ ~ 17011 i Comesponderrt's e-mail address: Under peneltlea of perjury, i declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, k is true; oorect and complete. Declaration of preparer.other than the personal representative is based on all information of which preparer has any krwwAedge. OF PERSON RESPONSIBLii FOR FILING RETURN OTHER THAN PLEASE USE L 1505610105 Side 1 .~ ONLY DATE DATE 1505610105 J ..~ilu- J REV-1500 EX (FI) Decedent's Name: DOf~O~ly J RECAPITULATION 1505610205 Decedent's Social Security Number 202-26-0444 .,___ .__~~____v_._ _______.__...~_._..- ___.._. r 1. Real Estate (Schedule A) ............................................. L', 2. Stocks and Bonds (Schedule B) ....................................... 2. I 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. 8. Jdntly 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. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) ...............10. 11. Total Dsductlons (total Lines 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 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. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 ~ 16. 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 8,125.90 458.48 8,584.38 4,740.45 4,740.45 3;843.93 3,843.83 O REV-1500 EX (FI) Page 3 Decedent's Comalete Address: File Number DECEDE s Na~E Dorottly J Finnegan srREET ADDI~ss 306 W Courtland Ave CITY Shiremanstown sTArE PA zIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oust 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) 172.98 172.98 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 properly transferred or its income ............................................ ^ c. retain a reversionary interest .............................................................................................................................. ^ d. receive the promise for life of either payments, benefds or care? ...................................................................... ^ 2. ff death ocxlrrred 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)]. 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 172 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 disdosure of assets and filing a tax return are still applicable evenIf the surviving spouse is the only benefaary. 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 ~ 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 orfor the use of the decedent's lineal beneficiaries is 4.5 percent, 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 [72 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-i5O8 EX+ (ii-io) Pennsylvania SCNEp1~LE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE 01F: FILE NUMBER: Dorothy J. Finnegan Include the proceeds of litigation. and the date the proceeds were received by the estate. All property jointly owned with right of suwivonthip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ':Wells Fargo Acct #1010313654116 5, 025.90 2 Automobile 3,100.00 __ __ TOTAL (Also enter on Line 5, Recapitulation) $ 8,125.90 If more space is needed, use additional sheets of paper of the same size. REV-i5D9 EX+ (os-io) Pennsylvania DEPARTMENT OFREVENUE INFiFAITN~CE TAX RETURN RESiDEl1T DECEDENT __ _ - - ___ SCM~t1L~ F ]OINTLY-0WNED PROPERTY ESTATE OF: FILE NUMBER: Dorothy J. Finnegan n an ~ssat became io1Mh- owned withM one year of tine decedent's date of dealfi, k must be rapafied on Schedub G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT _ ._ A. Judy Marinelli 306 W C~ourtland Ave., Daughter Shiremanstown, Pa. 17011 JOINTLY OWNED PROPERTY: LETTBt oATE DESCRIPTION OF PROPERTY ~ of DATE of DEATH m~ Poa MADE INCLUDE NAME OF FrNaNaAi. n~STITUTION AND eN~xc ACCOUNT NUMa6t OR sDauR DATE DF DEATN DECa)EIfTS vALUE OF NUMBat TENANT JOINT IDENTTF1fA~f, NIMBER. ATTACH DE® FOR JOINTLY HEIR REAL ESTATE. VAUIE OF ASSET INTEREST DECEDENTS INTEREST 1. A. Citizens & NoAhem Bank Acd #5035683 916.95 50 458.48 TOTAL (Also enter on Una 6, Recapitulation) $ `~•~ If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania ~V DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Dorothy J. Finnegan Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. .FUNERAL EXPENSES: _~ ~ ~ ~_~ 1' Partltemor+e Funeral Herne -Funeral expense 4,075.83 Piciures, supplies for funeral 131.62 B. ADMINISTRATNE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address ~ty State ZIP Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 100.00 6. Tax Return Preparer Fees: 100.00 7• 2011 Income tax US Treasury 333.00 TOTAL (Also enter on Line 9, Recapitulation) ; 4,740.45... If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (O1-10) Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE zH~na~TAx ~~ BENEFICIARIES RE~DENT DECEDEar ESTATE OF: FILE NUMBER: __ RELATIONSHIP TO DECEDENT AMOUNT OR NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Teustee(o) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal disMbutions and transfers under Sec. 9116 (a) (1.2).] 1• Judy Marinelli, 306 W Courtland Ave., ShiremansfiDVrn, Pa 17011 Daughter 100% ENTER DOUAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRL4TE. II NON-TAXIU3I.E DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L If more space is needed, use additional sheets of paper of the same size. ~GC~TI~~1S & HORTHERH BAHR Towanda Branch 428 Main Street Towanda PA 18848 (570) 265.6171 DOROTHY J:FINNEGAN JUDY MARiNELLI 306 W COURTLAND AVE SHIREMANS'tOWN PA 17011 Statement Summary Account Number Type 5035683 Super 50 Checking Page: Account Number: Statement bate: Statement Begin Date: Number of Checks: loft 5035683 11-05-2011 10-06-2011 4 Balance 316.01 Account Summary for Super 50 Checking - 5035683 ` Starting Interest Service Ending `Balance + Deposits + Paid - Withdrawals - Charges - Balance '2,037.75 1,275.66 0.00 2,997.40 0.00 316.01 **************,k**+k~k,r,r,Mkt*,t**,t***,t*****,t,~**********,k****,t*,k*,lr**,kt,k,~********,kti***,k**,t***** -----~•---Transactions for Super 50 Checking - 5035683 Checks/ Deposits/ Date `Description Debits Credits Balance 10.06 'Starting Balance 2,037.75 10-06 7972 Electronic Check FRONTIER -68.03 1,969.72 CITIZEN (CHECKPAYMT) 10-06 7968 Check -638.80 1,330.92 10.06 7973 Check -65.36 1265.56 10.07 7970 Electronic Check -158.00 1,107.56 10.07 WELLSFARGO CARD (CHECKPAYMT) 7974 Check -190.61 91 10-26 ;'Externai Deposit US TREASURY 876.60 1. 5 •- 303 XXSOC SEC 10.31 External Deposit Citizens & 399.06 2.192.61 `North -Deposit 10.31 Descriptive Withdrawal ACH -876.60 1,316.01 RETURN US TREASURY 11-03 7975 Check -1,000.00 316.01 -•-••••-•-Checks for Super 50 Checking - 5035683 Date Check Number Amount Date Check Number Amount 10-06 ' 7968 638.80 10-06 7973 65.36 10.07 7970 E* 158.00 10.07 7974 190.61 10.06 7972 E* 68.03 11-•03 7975 1,.000.00 * indicates non-sequential check numbers (E) Electronic Check IAteNs Fargo® Preferred Rate Savings Account number.1010373654716 ^ October 18, 2011 -November 15, 2011 ^ Page 1 of 3 DCRPIIDTKB 000014 irilhl~illrlii>I~illrllirlirllrlullhuliliillrrrrrilihrylll ~~,~ DOROTHY FINNEGAN 1722 BRIDGE ST NEW CUMBERLAND PA 1 7070-1 1 24 Questions? ~ ~.. ~ -> i Available by phone 24 hours a day, 7 days a week: ~-8oaT0-WELLS (1-soo-s69-assn TTY: 1-800-877-4833 En espariol: 1-877-727-2932 s~ 1-800-288-2288 (6 am to 7 pm PT, M-F) Online: wellsfargo.com Write: Wells Fargo Bank, NA. (345) P.O.Bcx 6995 Portland, OR 97228-6995 You and Weils Fargo Online Banking with-Wells Fargo Are you aware of all the Online Banking services we offer? We continue to add to and improve our online features to meet your needs with services such as Mobile Banking, Account Alerts, and My Spending Report and Budget Watch. Visit wellsfargo.com for more information on any of these services, With you when the season calls for celebrating Keep track of holiday spending with our free email and mobile account alerts (service provider and applicable account activity fees may apply) with a Wells Fargo Checking Package•.Our up-to-date alerts keep you informed on your personal or business debit card and credit card spending, and help you stay on top of your budget. Speak with a banker, call us at 1-800-WFB-OPEN, or visit wellsfargo.com to learn more today. Activity summary Beginning balance on 10/18 $5,025:90 Deposits/Additions Withdrawals/Subtractions - 4,708.83 Ending balance on 11/15 5317.26 Account number: 1010313654116 DOROTHY FINNEGAN Pennrylvonla oaount terms and condlNons apply For Dlred Deposit and Automatic Payments use Routing Number (RTN): 031000503 0 v 0 -~ x s A z z z z z z z z z 0 0 0 N w A 0 o° 0 0 w m in