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HomeMy WebLinkAbout95-0343Y :(EV•1500 Ei:+ (R9d) S' lJf VV V T (3 °`'v FOR DATES OF DEATH AFTER 12131!91 CHECK HER s tNHER1TANCE TAX RETURN U ^ ~~ POVERTY CREDIT IS CLAIMED RESIDENT DECEDENT FILE N COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OP REVENUE (TO BE FILED IN DUPLICATtc UMBER ~ ~ .~S_ 0 ~ ~3 DEPT. 280601 WITH REGISTER OF WILLS) HARRISBURG. PA 17128.0601 COUNTY CODE YEAR NUMBEF DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITUII DECEDENT'S COMPLETE ADDRESS r 651 Fishburn Road z SOCIAL SECURITY NUMBER DATE OF OEA DATE OF BIRTH Hershey, PA 17033 0 168-14-4325 0 9-94 03-19-19 ca~~t Dau hin p I1P A//IICAEIE) SURVIVING SPOUSE'S NAME ItASr, fIRSi ANO M lE INmAI' SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ~ ~1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return x a a, (for dates of death prior to 12-13-8T; Too ^ d, limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required a:-~ U (for dates of death after 12-12.82) a m ^ b. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~ •~ . ~ NAME COMPLETE MAILING ADDRESS sZ G L J ' JAMES, SMITH & DURKIN ar . ame E u e ~ d TELEPHONE NUMBER 20 Valley Road P.O. Box 650 Hershev PA 17033 1. Real Estate (Schedule A) (1) -0- 2. Stocks and Bonds (Schedule 8) (2 J -0- 3. Closely Held Stock/Partnership Interest (Schedule C) (3) '0- 4, Mortgages and Notes Receivable (Schedule D) (4 J -n- 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 1 , 250 • 00 Z (Schedule E) b. Jointly Owned Property (Schedule F) (b) 21.136.00 5 7. Transfers (Schedule GJ (Schedule L) (7 J 34 , 094.19 a 8. Total Gross Assets {total lines 1-7) (8) 56 .480.69 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 11, 264.00 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, liens (Schedule 1) (10) -~- 11. Total Deductions (total Lines 9 b 10) (11) 11 .264.00 12. Net Value of Estots (line 8 minus line 1 1) (12) 45 , 216.69 13. Charitable and Governmental Bequests (Schedule J) (13) -O- ld, Net Value Subject to lax (Line 12 minus line 13) (14) 45 .216.69 15. Spousal Transfers (for dates of death offer b-30-94) Ses Instructions For Applicable Percentage on Rsvsrss (15) 1 , 250.00 x. 03 = 32.50 Side. (Include values from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 69'6 rate. (16) 43.966.69 x .Db = 2. 638.00 (Include values from Schedule K or Schedule M.) 17. Amount of Lins 14 taxable of 1594, rats (i7) -0- x .t5 = -0- z (Include values from Schedule K or Schedule M.) o 18, Principal tax due (Add tax from lines 15, 16 and 17.) (18) 2. 675.50 i 19. Credits Spousal Poverty Credit Prior Payments Discount Interest a 20. If Line 19 is greater than line 18, enter the difference on line 20. This is Ihs OVERPAYMENT. (20) -0- ~ ~ ^ 21, IF Line 18 is greater than line 19, enter the difference on Lins 21 . This is the TAX DUE. (21) 2, 675.50 A. Enter the interest on the balance due on line 21A. (21 A) -0- 8. Enter the total of line 21 and 21A on Lins 21B. This is the BALANCE DUE. (218) 2, 675.50 Make Cheek Payable to: ReglBfer of WI11a, Agenf . ~ ~ ;•BE SURE:.TO ANSWER'.'ALI~GUESTIONS~,ON:REVERSE,SIDE:AND..TO.RECHEC TH~~. :~ I'' "",; Under penalties of perjury, 1 declare shot I have examined this rs-vrn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative i~ based on all information of which areaarsr has any knowledge. ..IGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DALE ~C7F /R EPARER OTHER MAN REPRESENTATIVE ADDRESS DALE ~~e s Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.03j will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1196 • 2% (.02j will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.O1j will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (,~j IN THE APPROPRfATE BLOCKS. YES NO 1. Did decedent make a transfer and: 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 . ............... X c. retain a reversionary interest; or ................................................................................... X d. receive the promise for life of either payments, benefits or care? ....................................... X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................... X 3. Did decedent own an 'in trust for' bank account at his or her death? ...................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND F1LE IT AS PART OF THE RETURN. .,. ti REK1508 t:X+ (2.871 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DEtFDENT SCHEDUi.E E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or ESTATE OF FILE NUMBER ANTONETTE J. COR.ADO (All property jointly-owo•d with th. Rlght of Sarvivonhip must b• di:cioc.d on Sch.dul• F) (Attach additional 8'h" x ll" sheen ii more soots is needed.} TOTAL (Also enter on line 5, Recapitulotion) ~ S 1, 250.00 REKI304 EX• (tt•8!I • • Q!~ COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANTONETTE J. CORADO Joint tenant(s): it Fishburn Road :rshey, PA 17033 it Fishburn Road :rshey, PA 17033 it Fishburn Road :rshey, PA 17033 A. Theresa M. Corado B• Michael Peter Corado FILE NUMBER NAME ~ ADDRE55 ~ RELATIONSHIP TO DECEDENT C. Mark Louis Corado TOTAL (Also enter on line 6, Recapitulation) I S 21, 136.00 Daughter Grandson Grandson ITEM NUMBE)~ LETTER pOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S % INT. DOLLAR VALUE OF ( DECEDENT'S INTEREST 1• A,B &C 2/18/88 All that certain tract of $84,546.00 257 $ 21,136.00 real estate with improvement thereon erected known and numbered as 651 Fishburn Road, Derry Township, Dauphi County, Pennsylvania V Jointly-owned property: SCHEDULE F JOINTLY-OWNED PROPERTY. (If more space is needed insert additions! sheeis of same size) REV.1310 EX+ ('2.8~ • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER ANTONETTE J. CORADO THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUE5T10NS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM I DESCRIPTION OF PROPERTY I EXCLUSION TOTAL VALUE DECD. ~0 DOLLAR VALUE OF DECEDENT'S NUMBER Include name of the lransfenee. (heir relationship fo dacsdenf, dale of transfer. OF ASSET INT. INTEREST 1. Antonette J. Corado ITF -0- $17,013.20 100' 17,013.20 Theresa Corado Daughter - 1988 I I 2. I Antonette Corado ITF i -0- 8,575.87 1007 8,.575.87 ~ Mark L. Corado j Grandson - 1988 3. Antonette J. Corado ITF -0- ~ 5.,502.80' 1007 5,502.80 Michael P. Corado Grandson - 1988 ~ I 4. Antonette J. Corado ITF -0- 3,002.32, 1007 ! 3,002.32 vicholas Michael Corado Great-Grandson - 1991 '~ I i i I ' i I I ~ ; I i i i i i ' I TOTAL (Also enrer on line 7, Recaoiwiarion) $ 34, 094.19 (!f more space is ne:ded, insert additional sheen of same size.) I#V-1311 E%~ (7.88) ~~ • O • ~ ~~ COMti10NWEALTN Of PENNSYLVANIA INFIERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or ITEM DESCRIPTION I AMOUNT NUMBER A. Funeral Expenses: ~• Hoover Funeral Home ~ 6,264.00 2. Burial Memorial 1,500.00 B. Administrative Costs: 1. .Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. ~ Attorney Fees JAMES, SMITH & DURKIN I 3. I Family Exemption Claimant .Louis J. Corado. Sr. Relationship husband Address of Claimant at decedent's death Street Address 651 Fishburn Road I ~ City Hershey State ~_ Zip Code 17033 d. I Probate Fees C. I Miscellaneous Expenses: 1. Z. 3. 4. 5. 6. 7. 8. 1,500.00 TOTAL (Also enter on line 9, Recapitulation) I S 11, 264.00 (If more space is needed, insert additional sheets of same size.) . REV.1317 EX• (bBN~ ~ ti GONh10NWEALTM Of /ENNSTLVANU INNERI7ANCE TAX lETURN RlSIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES ' ANTf1NRTTF. .T _ (:nRAT)n FILE NUMBER fTEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: ~• Louis J. Corado, Sr. Husband Residue 651 Fishburn Road Hershey, PA 17033 1TEM NAME ANO ADORE55 OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUE575 (Also enter on line 13, Recaoilulation) f S (If more space is needed, insert additional shsets of same size) OFFICIALRECEIPT •-PENNSYWANIA INHERITANCE AND ESTATE TAX ~ REKilC2 EX 14.91 `i b-- ACN RECEIVED FROM: ASSESSMENT CONTROL ~ AMOUNT NUMBER GARY L. JAMES, ESQUIRE 101 2,675.50 20 VALLEY ROAD P.O. BOX 650 FIERSHEY, PA. 17033 - FOLD HERE ESTATE INFORMATION: © FIIE NUMBER © NAME OF DECEDENT DATE Of PAYMENT -`~ - © POSTPAARK DATE 3-13-95 REMARKS SEAL (M TAXPAYER fOLC RECEIVED BY=~~a_~. _ `` ~ . a SIGNATURE TOTAL AMOUNT PAID 2, 675.50 Nv. Hf-1 t LJ v `T V 1 DEPARTMENT OF REVENUE , REV-T,62 a ~Q,~. OEFICIAt RECEIPT~~IPENNSVtVANI/t~INHERITANCE'AND.ESTATEtAK ACN RECEIVED FROM: ~ ASSESSMENT a AMOUNT CONTROL NUMBER GARY L. JAMES, ESQUIRE 101 356.55 20 VALLEY ROAD P.O. BOX 650 I-B;RSHEY, PA. 17033 FOLD HERF FOlO ESTATE INFORMATION: © FILE NUMBER 22-95-03~~3 © NAME OF DECEDENT (LAST) (FIRST) (Mt) CORADO ANTONETTE J. a DATE Of PAYMENT 4-11-96 © POSTMARK DATE Z-77_AG DAUPIiiN 2-9-94 ~ a TOTAL AMOUNT PAID 356.55 REMARKS SEAL RECEIVED BY ~'~e.r,~, SIGNATURE TAXPAYER REV-1547 EX AFP (12-95) ' COMMONWEALTH OF PENNSYLVANIA A(,`N 1 O 1 ~'PARTMEF.i OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 28o6oi OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG, PA vizB-o6oi DATE 08-19-96 ESTATE OF CORADO ANTON TTE J FILE N0. 22 95-034 DATE OF DEATH 03-08-94 COUNTY DAUPHIN NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT'' REMIT PAYMENT TO: GARY L JAMES ESp 20 VALLEY RD P 0 BOX 650 HERSHEY PA 17033 REGISTER OF WILLS DAUPHIN CO COURT HOUSE HARRISBURG, PA 17101 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS t ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-95) NOTICE OF INIiERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CORADO ANTONETTE J FILE N0. 22 95-0343 ACN 101 DATE 08-19-96 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 2. Stocks and Bonds (Schedule B) (2) .00 ' 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Gash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,250.00 6. Jointl~r Owned Property (Schedule F) (6) 21,136.00 7. Transfers (Schedule G) (7) 34 , 094.19 8. Total Assets ~ 56,480.69 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 11,264.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Il (10) .00 11. Total Deductions (11) 11.264.00 12. Nat Value of Tax Return (12) 45,216.69 13. Charitable/Governmental Bequests (Schedule J) (13l .00 14. Nat Value of Estate Subject to Tax (14l 45,216.69 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15 . Amount of L ine 14 at Spousal rate (15 ) . 0 0 X . 0 0_ . 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 45,216.69 X .06. 2,713.00 17. Amount of Line 14 taxable at Collateral/Class B rata (17) •00 X .1 5. .0.0 18. Principal Tax Due (lg) 2,713.00 TAX CREDITS: PAYM6NT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID 03-13-95 AA009599 60.23- 2,675.50 03-27-96 AA126401 9.17- 356.55 .TOTAL TAX CREDIT 2,962.65 BALANCE OF TAX DUE 249.65CR INTEREST AND PEN. .00 TOTAL DUE 249.65CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE R V-1470 EX 16-B81 INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION BUREAU OF IND VIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME - (~ FILE NUMBER / ACN ~, SCHEDULE ITEM EXPLANATION OF CHANGES NO. s --' ~ - _ ~ _. ~ ;, _ . _, r, :" 7 .. ~ ._ f I !, I j L ~ f J , .~:_._v~ ,~ I ~ ~ A i l / _ ,~ ~ _,:- ~, ., ~ --.i. i ,. 4 t~ -... _ ~ I ~ + i `.. ~ r i .. I Y TAX EXAMINER: ' '''~ ~'~ `- a`~4 '" __ PAGE