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Home My WebLink About07-24-12 (3)1505610105 REV-1500 EX (o~-u) (FI) PA Department of Revenue Penn~sytvarria Bureau of Indtvfdual Taxes ~~ ~~INHERITANCE TAX RETURN PO BOX z8o6o1 Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW OFFICIAL USE ONLY Code Year File Number Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 211-03-2017 05/20/2012 03/08/1916 Decedent's Last Name Suffix Decedent's First Name MI Aluise Gilda G (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 OVALS BELOW CiD 1. Original Retum 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) 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Joanna E. Shields (717) 761-7774 First Line of Address 5144 Jennifer Circle Second Line of Address City or Post Office State ZIP Code Mechanicsburg PA ,17050 REGISTER OF WILLS USE~QNLY ~~ r-:~ ~ _ ~~ r ~ ~ ~ f ~ ~ rv ~, ~ C.!? C ~ ~~ _ .. ILED , -n""" ,-- ~i: t~ -.~ -, 9 ~_ } ' ~:f -~~ ~3 1 :~ c~ -..- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 Correspondent's a-mail address: Under penalties of pery'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. Dedaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge. 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: Gilds G. Aluise 211-03-2017 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 2. Stocks and Bonds (Schedule B) .................................... ... 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. 129,680.33 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. S. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 129,680.33 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 23,696.24 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 5,719.30 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 29,415.54 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 100,264.79 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. 100,264.79 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. 16. Amount of Line l4 taxable at lineal rate x .0 45 4,511.92 ' 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 4,511.92 4,511.92 O REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: Gilda G. Aluise -- STREET ADDRESS 5144 Jennifer Circle -_ ___ - - CITY _ ___ STATE - I ZIP.. Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 4,511.92 2. CreditslPayments A. Prior Payments B. Discount 225.60 Total Credits (A + g) (2) 225.60 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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) 4,286.32 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 transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ....... ^ 3. Did decedent own an "intrust 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 [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 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 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-1508 EX+ (11-10) ~•. SCHEDULE E Pennsylvania DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Gilda G. Aluise Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. 3 r O ~ `' N a r E~ ~~ ~~ m E 3 ~ 2 c ~~ v O Q r `o O ~ 4J Q ~~ ~a t J ~~ a c tCf N a L H N s cO G N T N J R } C V Q ^RS ~.~J Q tC m } O .~ n. N H _~ \~ O U v C m o~ C ca L U N o; o O' O: 'o' CL1' ~ O O: 4l~ - 69 tD: ~: , , . . ~ N ~ , q Q V ~ a 'm M H Oi ld ~ :~ ~ y ~ N G ~ J 0 v q ~ r .~ v> to o ~ ~, a c ' '~ m N := a i ~ C ..~ (~ : ~ ~. ~~ Z y,i C ~. '~ ~ N E ~ C di ~ o ~ r w ~ ~ ~ a~ _'; v `~ ~ '~ °~~ ~ q C o cv i a n r ~_ O~ ; N~ O~ O' O M_M pj O YJ ap O: O O r er: ~. ~ N T ~ N N ~ r *`_m. O! r t.~.. 1 0. O Q;~ 0 0 O N, OMf ~~ (p W U7 r' ~~it: .Q_ ~ N N; 00; ~ ~- N'~1 '~j ~~~ ~ : H!' ,.ill: ~iA ~ : :~. ~ N'. '. ; ~; ,, ;+. ~ ~~ xs ~ E r N r V s: m: 3: u, ~ ch" ~ a~ o; :.~ ~ OI~N..i7y.~ O m ~~ ~. 'iG~,41!N~~~ .. 3;~.., ~ ~ ~ ~ ~ C ~' ~ I~jE ~~'~ ~ ~' l0 ~i_~ m y ~fl ` ~ ~~m N m~m a, 'V ~ C:~;'~C N .. t A R7 > d a> ~, U ~ ~ ~ ~ t''O ~i b W Q c V N. . Wr ' . U c~ ~ E 4 _Qp c ~ 'iii iii. Ifj ~ ~x .~ ~ Lx. ii W 0 0 t0 O V' .- t0 N 0 ^ O O ,\: ~ cD O d'; ~;cO-N. M tA.tp;M f~) t~ O tf?. ~.CD:'a' 4t TM ttpp O N"O;~ d ~ (~'ifU 10;06 ~pp~ ~ 4 r'tDN:O O 4 ~ r r r~ iA H K ~' til ~`r \' v~ m v y .°~ j ~ ~. «r G ~~„ G ~ ~' c~°~ m O ,~U 4 u~ ....~~;~ Q~? 'y N r ~j~w: F- uQi c`nv o n ~ e`~i METRO BANK >04465 7564947 X01 092140 ESTATE OF GILDA G ALUISE JOANNA E SHIELDS EXECUTOR 5144 JENNIFER CIR MECHANICSBURG PA 17050 Metro Bank 3801 Paxton Street Harrisburg PA 17111-1418 1-888-937-0004 mymetrobank.com We're here 7 days a week, 24 hours achy at i-888-937-0004. ""'~ BUSINESS CHECKING 2843205960 8tatament Balance ae ofi 05125112 SO.bO Plua 1 Deposits and Other Crodita 521,113.73 ~~ Less Checks and Other Debtta 50.04 Statement Balance as of 05131112 521,113.73 Transactions By Date Date Descri lion Debit Credit Balance 0. U ~ O S T __ 21,1 x.73 21, 13.73 ~ ~. 31 Cycle Page 1 of 2 ,._ <~, NOTE :SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gilda G. Aluise Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Myers-Buhrig, Mechanicsburg, PA; embalming and memorial services 6,248.00 Santella-Axe, Altoona, PA: burial and memorial services 6,817.00 Warner's Florist, Hollidaysburg, PA: funeral flowers 321.18 Boscov's, Camp Hill, PA: clothing for decedent's viewing 92.04 Calvary Family Services, Altoona, PA: headstone engraving 95.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Joanna E. ShleldS, 161-32-9872 street address 5144 Jennifer Circle ~;ty Mechanicsburg _ state PA Z1P _17050 Year(s) Commission Paid: 2012 _ __ 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) claimant Joanna E. Shields street Address 5144 Jennifer Circle ~;ty Mechanicsbu~ _ ____ _ state PA zIP 17050 Relationship of Claimant to Decedent daughter. 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~~ Publication of Estate Notices Filing Fee for Inheritance Tax 6,100.00 3,500.00 323.50 184.52 15.00 TOTAL (Also enter on Line 9, Recapitulation) I ~ 23,696.24 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08} ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Gilda G. Aluise Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. MESSIAH i ~ ~VV~ S~. 100 MT. ALLEN DRIVE, MECNANICSBURG, PA 17055 JOANNA SHIELDS 5144 JENNIFER CIRCLE MECHANICSBURG, PA 17450 Form P13.0 t RESIDENT # UNIT STMT. DATE 41204 032 P 04/30/2012 RESIDENT S Mrs. GILDA G. ALUISE TOTAL AMOU~lT DUE $1 000.00 DATE DUE 05/31/2012 DATE DESCRIPTION RATE Units/ j CHARGES CREDITS BALANCE Balance Forward 0.00 *** Enhanced Living *** 04/19/201.2 EL Move In Credit -194.00 7.00 1,358.00 -1,358.00 04!20/2012 BARBER/BEAUTY SHOP 15.00 1.00 15.00 -1,343.00 SET/STYLE 04/27/2012 BARBERJBEAUTY SHOP 15.00 1.00 15.00 -1.,328.00 SET/STYLE 0413 0/20 1 2 F,LHS -OHIO SINGLE 04!19-04/30 194.00 12.00 2,328.00 1,000.00 ~~~ ~ ~ MAY ~ 202 ~Y. ~. `~......~ RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 OTAL AMOUNT DUE 41204 1,000.00 0.00 0.00 0.00 0.00 $1,000.00 RESIDENT NAME Mrs. GILDA G. ALU15E `"~---~--°i~°~'`"'~ Please make check payable to lblessiah Lifeways at Messiah Village. A 1 %~ finance charge mayy be assessed on accounts for whiel~ payment has not been received by the due date. 'T'hank you! If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You'. MESSIAH ~ ~W~ S'. at MESSIAH VILLAGE 100 MT. ALLEN DRIVE, MECHANICSBURG, PA 17055 JOANNA SHIELDS 5144 JENNIFER CIRCLE MECHANICSBURG, PA 17050 Form PB-01 RESIDENT # UNIT STMT. DATE 41204 032 P 05/31/2012 RESIDENT S Mrs. GILDA G. ALUISE TOTAL AMOUNT DUE $4 626.80 DATE DUE 06/30/2012 DATE DESCRIPTION RATE Unl>a CHARGES CREDITS BALANCE Balance Forward 1,000.00 05/31/2012 PAYMENT RECEIVED -THANK YOU!!! 1,000.00 0.00 *** Nursing Care *** 05/17/2012 RM/ BRD -NURSING -SEMI-PVT 05/15-05/1 314.00 3.00 942.00 942.00 05/18/2012 PREVAIL BRIEF 1.40 7.00 9.80 951.80 05/19/2012 RM/ BRD -NURSING -PRIVATE 05/18-05/19 314.00 2.00 628.00 1,579.80 *** Enhanced Living *** 05/03/2012 BARBER/BEAUTY SHOP 15.00 1.00 15.00 1,594.80 SET/STYLE 05/08/2012 ELHS -OHIO SINGLE 05/01-05/08 194.00 8.00 1,552.00 3,146.80 05/09/2012 MEAL CREDIT -9.00 8.00 72.00 3,074.80 05/16/2012 ELHS -OHIO SINGLE 05/09-05/16 194.00 8.00 1,552.00 4,626.80 /, ~ , s'~ ~ ~ / ~ I(~ RESIDENT # CURRENT OVER 30 OVER 60 OVER ~ OVER 120 TOTAL AMOUNT DUE 41204 4,626.80 0.00 0.00 0.00 0.00 54,626.80 RESIDENT NAME Mrs. GILDA G. ALUISE wA"P~'°' Please make check payable to Messiah Lifeways at Messiah Village. A 1% finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you! If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You! y ~~-~~ A FINANCE CHARGE OF 1.50 $ PER MONTH PHARMACY SERVICES INC. {ArT ANNUAL, PERCENTAGE RATE OF 18.0 ~ } OR A ? 191`'urtlt 13altimarc Avc; Ml I lolly Springs, Pr1 170li5 MINIMUM SERVICE CHARGE OF $ 1.00 WILL BE CHARGED 300-2GG-9954 (717) 4RG-fiGOG ON ALL AMOUNTS 30 DAYS OR MORE PAST DUE w~r•~`~.alertplrnrmnc~~.com STATEMENT CF ACCOUNT __________~___ _ _ _. ---- _ _ _ zF YOU RECEIVE A NEW INSURANCE CRRD FOR YOUR PRESCRIPTIONS`BE SURE TO SUPPLY US WITH A COPY. Date 05/31/2012 ~ ___ _ PMT DUE .. 0 6 / 2 8 / 12 _~__._~_ __.__ __ ...- ..,....~...._ _. _ _..., ALUISE, GILDA G j ALUIG .---- JOANNA SHIELDS GRP-47 5144 JENNIFER CIRCLE PAGE 1 MECHANICSBURG PA 17050 Amount Paid PLEASE DETACH AND RETURN TQP P!]RT[ON WITH YQUR PAYMENT AVERT PHARMACY SERV. INC.219 NORTH BALTIMORE AVE. MT HOLLY SPGS, PA 17065 G -ALUIG - -47 ALUISE, GTLDA ~* ACTIVITY FOR _ _ __ _ _ 05/03/Z2 7948840 50 SILVER SULFADIAZI Ol _.. 8. UO w.~. ... ~ _,....., .00 8 . OOc X05/08/12 7949930 28,40 TRIPLE ANTIBIOTIC 03. * 3,06 .00 3.06 105/10/12 Payment-Thank You _- i __ 164.17- .00 164.1.7-- ~ , 00 ~.___~` 8.00 3.06 LEGEND NON-LEGEND seT_A4.TAx E FOR MONTH_ FOR _MONTH M AMOUNT DU ,~ - ...., ..~.....,.~..~,,~..~,,. .,~.~...,...... Previous Batarace Charges thislmonth ~iaance~ChaE a TO`I'AL~CHARGES Totat Faymonc &.crudltm 164.17 ~ 11.06 } .00 175.23 16.4..1"7 11.06 FOR ALL PHARMACY RELATED INQUIRES PLEASE CALLAlert Pharmacy Services, Inaat 1-800-266-9954 slalemnnl Termfnobgy on rovorse _ _ ~, ~' 0 h a a a a °x N >+ U x a U U U U U N M o1 cr ~O O O M M ~-i h w O N T ri ri ri r-1 tft ri d~ N 0 0 0 0 0 0 0 0 0 0 0 o a o d' 0 N e-I d~ O N M 01 d~ tD O O M M e-i h t0 O N H m .-1 ~-i r1 ~ ut ~-- dr N H # is rl r-I i-t r-i rl r-1 r-{ 0 0 0 0 0 0 0 cnc~ NaH ~ ~ U U o O ~ O ~ .~'u 1~.. ~i dP N O lf1 tt) R+ O U' a:E~~4N+UO ,~HHZxa"~jz U3 H H C7 FG R: O O Pi E-+ a~a t-10HC9L7H~~C ~Cars'~~' pAZ~IH W U2 0 H ~ ra ,-~ o r-1 ri rl [N rl N M O d~ O rl N l0 ttl GY,NU~ooaOa Q, N N ~ t11 tl1 to N N N N N N N M tf'1 t11 U7 iJY U'1 11) tl1 O~ 0~ 01 O1 C1 01 Q1 ~' h h h h h h h H' H H 'N-i rN-1 rN-I ~ eN-1 ~ ~ U' tft ~ tD W t0 tp W ~, rl r-~1 e-i ri e-I rl rl ~ ~ ~ ~ ~ ~ ~ '~ ' 0 0 0 0 C7 O O W O Z ~' ~ ~ ~ ~ O ,~' Q o ~,, • '1 ~''. 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