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Home My WebLink About08-08-12~ Lsos61o1os REV-1500 EX (o2-u) (FI) ~`,~ ~'~ OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes __ DEPARTMENT Of I~NuHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ~ ~ ~~ C~ (.~' i7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 201-40-0087 10/22/2011 04/03/1952 Decedent's Last Name Suffix Decedent's First Name MI Bongiorni Edward (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 ~ 1. Original Return 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 0 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 Cohick & Associates (717) 249-5321 First Line of Address 390 Alexander Spring RD Second Line of Address City or Post Office Carlisle Correspondent's a-mail address: State ZIP Code PA 17015 REGISTER OF WILLS USE ONLY ~+ti ~.~. !'ti,J » ..~ ~; s ,,_,, -~ v'~ ) ~'ri -7- .~ .. _: , L~ ~ I ~r , ~~ C`J C ~? `B~A -FILED ~-`'_: ! ~^~~-" --, :i' ^r.-, CL~ -~.r Under penalties of perjury, 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, Corr t and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE F PERSON RESPONSIBLE FOR FILING,.i;tETURN ~..~ ATE L 1505610105 ~~.r ~ X70', i ~,"'- Side 1 - 1505610105 J h~J SIGNATURE OF PRE RER OTHER TH EPRESENT TIV uAi t _ ~~ ~c ~' Irr g _ g_ / Z ADDRESS 39i~ ~ c ' ~ ~~~~~ J EAS USE ORIGINAL FORM ON Y J REV-1500 EX (FI) Decedent's Name: Edward 1505610205 Decedent's Social Security Number 201-40-0087 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. 6,900.45 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 31,754.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 38,654.45 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 3,523.71 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 28,664.75 11. Total Deductions (total Lines 9 and 10) ................................. 11. 32,188.46 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 6,465.99 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. 6,465.99 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 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable 465 99 6 775.92 17 . , at sibling rate X .12 . 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 775.92 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 r)ar_acllpnt'~ Cemnlete Address: File Number DECEDENT'S NAME Edward Bongiorni STREET ADDRESS 103 Lesli Lane CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest (1) Total Credits (A + B) (2) (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) 775.92 0.00 1.20 777.12 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. 0.00 0.00 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 Edward Bongiorni Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Funeral Home Payment 2,055.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City 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 __ 4. 5. 6. 7. s City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: PNC Bank Fees Taxes State ZIP ZIP 1,000.00 288.00 23.03 157.68 TOTAL (Also enter on Line 9, Recapitulation) I ; 3,523.71 If more space is needed, use additional sheets of paper of the same size. REV-iso8 EX+ (ii-io) ~ pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT __ ___ ESTATE OF: FILE NUMBER: Edward Bongiorni _ Include the proceeds of litigation and the date the proceeds were received by the estate. All orooerty iointly owned with right of survivorship must be disclosed on Schedule F, If mare space is needed, use additional sheets of paper of the same size, REV-1510 EX+ (OS-09) ~ pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Edward Bonaiorni this schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. 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 Edward Bongiorni 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.