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Home My WebLink About09-28-12i , 1505610101 REV-1500 Ex (oria)~ OFFICIAL USE ONLY PA Department of Revenue Penn-rylvania County Code Year File Number Bureau of Individual Taxes ~~~~'~ INHERITANCE TAX RETURN ~ l ' PD Box zso6ot RESIDENT DECEDENT Harrisburg PA 1yiz8 0601 ENTER DECEDENT INFORMATION BELOW MNIDDYYYY Social Security Number Date of Death MMDDYYYY Date of Birth 09/06/2011 01101/1941 Suffix Decedent's First Name MI Decedent's last Name K Hristos Kanelakis (If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name MI Spouse's Last Name Kanelakis Christine Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 21238-9021 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 3. Remainder Return (date of death O ~ 1, Original Return O 2. Supplemental Return prior to 12-13-82) O 4a. Future Interest Compromise (date of O 5 Federal Estate Tax Return Required O 4. Limited Estate death after 12-12-82) O Decedent Maintained a Crying Trust 7 8. Total Number of Safe Deposit Boxes O 6. Decedent Died Testate (Attach Copy of Will) . (Attach Copy of Trust) th f under Sec. 9113(A) ax O 11 E O 9. Litigation Proceeds Received O dea 10. Spousal Poverty Credit (date o between 12-31-91 and 1-1-95) O ~ AHach Sch ( D TD: EP ' ' NDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAx s T O ~ CORRESPO r- -.. , hone Numbe Te e me Day t Name Dusan Bratic, Esq. (717) 43 7~6 N m cD-o ... rTl First line of address Bratic & Portko LLC Second line of address 101 South US Route 15 City or Post Office Dillsburg ci; '' C' ~1 "" r' > C> ~ ~ ~~''}} .. V YPA 1 --~ D . P State ZIP Code PA 17019 Correspondent's a-mail address: Under Denalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge antl belief, it is true, Corr ct and complete. Declaration of preparer other than the personal representative is based on all information of which prepareDrATE any knowledge. SIGNATU OF PERSON RESPONSIBLE FOR FILING RETURN ADORE DATE ~ o~n_nier FPRFPARER OTHER THAN~REPRESENTATIVE ~ r. -~ f ~7 HUUFtRJJ Dusan Bratic, Esq. 101 South US Route 15, Dillsburg, PA 17 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 J ,J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: K8n018kIS, HfISt05 K. RECAPITULATION 0.00 1 1. Real Estate (Schedule A).. ~~~~~~~~~~~~'~~~~~~~"~'~~~~~~ ~ 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) ............... . a. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property O Separate Billing Requested....... . 7. (Schedule G) ........,. B. Total Gross Assets (total Lines 1 through 8. _...,.. _ 9. Funeral Expenses and Administrative Costs (Schedule H). .. s. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... . 10. it. Total Deductions (total Lines 9 and 10) ... ............... ~ - ~ ~ ~ ~ - 11. 12. Net Value of Estate (Line 8 minus Line i t) ..... , ...... - ... - .. 12. 13. Charitable and Governmental BequestslSec 9113 Trusts for which 13 an election to tax has not been made (Schedule J) ...... ........... 14. Net Value Subject to Tax (Line 12 minus line 13) ........... . 1a. TAX CALCULATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 88 2g0.55 15. ~ (a)(1.2) X 0 0 16. Amount of Line 14 taxable 16 at lineal rate X .0 _ 17. Amount of Line 14 taxable 17 at sibling rate X .12 18. Amount of Line 14 taxable i6 at collateral rate X 15 19. 19. TAX DUE .................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 155610105 83,180.00 0.00 0.00 25,564.00 0.00 0.00 108,744.00 16,453.45 4,000.00 20,453.45 94,192.53 88,290.55 0.00 0.00 O Side 2 1505610105 File Number REV-1500 EX Page 3 Decedent's Complete Address: Hristos K. Kanelakis _ _ __ - - -- STREETADDRESS 477 E. Elmwood Ave. __ __ __ ---- --- - STATE __--- ciTV -- PI Mechanicsburg ~ ~~P17055 Tax Payments and Credits: l1) o.oo 1. Tax Due (Page 2, Llne 19) 2. CreditslPayments A. Prior Payments ---------- - - 0.00 B. Discount -. __ - -- -- --- ---- Total Credits (A + B) (2) 3. Interest (31 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 0.00 Fill in oval on Page 2, Line 20 to request a refund. (51 0.00 5. If Line 1 + Line 3 is greaser than Line 2, enter the difference. This is the TAX DUE. Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes Na 1. Did decedent make a transfer and: ^ 0 a. retain the use or income of the propeny transferre :..................................... b. retain the right to designate who shall use the propeny transferred or its income',.._ ............................_..,...,.. K ° o c. retain a reversionary interest oc .... .. .......... .- d. receive the promise for life of either payments, benefds or care. - 2. If death occurred after Dec. 12, 1982, did decedent transfer property wdhin one year of death 0 without receiving adequate consideration? ..........._ ............................_....._.... .. . 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at hls or her death? .............. ^ 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ^ ..................................... ^ X 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 of aThe statute does not exemptaaetransfeeto ansuhrviving spouse from tafx,rand the statutory Sequireme is for d9 closure of a0ssets and [72 P, S. §9116 (a) (1.1) (")]. filing a tax return are still applicable even if the surviving spouse is the only benefciary. 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)(t 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 Ps. §s11s(1.z) p2 Ps. §911s(a)(1)], ~ Section 91102 asoan~ndrvidual who Ihasoattleast orne parentrm common w th the decedenbtllwhether2bP blood or adopt o9116(a)(1.3)], Asibling is defined, under REVa5o3 EX~ (8-u) rj Pennsylvania e.~7 OEPMTMENTOFREVENNE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hristos K. Kanelakis SCHEDULE B STOCKS & BONDS FILE NUN 21-12-0031 ~--- All property jointly owned with right of survivorship must be disclosed on Schedule F. VALUE '°`" 13,256.00 t Verizon Account #00012383703 Shares 362 Pall Corporation Account #00000021148 Shares 11 569.00 2 Frontier Communications Corp Account #00007875801 Shares 89 491.00 3 Sentinel Investments (MUTF:SENCX) Account #230781178 Shares 900 26,244.00 4 PPL Corp Common Stock Account #3097157394 Shares 352 10,233.00 5 American Stock Transfer & Trust - YUM Brands Inc Account #0003703811 Shares 40 2,178.00 6 Stock Transfer & Trust - PEPCO Holdings Inc Account 3800358798 Shares 265.919 i 5,071.00 7 can Amer General Electric Stock Account #125018480742 Shares 63.2074 956.00 8 Invesco Account #0006914279 AMHYX Shares 254.723 996.00 g Invesco Account #0006914279 VAFAX Shares 99.713 1,058.00 10 American Funds Account #58508886 AGTHX Shares 154.382 4,207.00 11 American Funds Account #58508886 AMRMX Shares 621.192 14,921.00 12 3,000.00 13 Restaurant Association Shares 83,180.00 TOTAL (Also enter on Line 2, Recapitulation) $ If more space is needed, insert additional sheets of the same size REVa5o8 E%. (o8-iz) '~";~' Pennsylvania L~ DEPARTMENT OF REVENUE INHERITANCE TA% RETURN occur FNT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY °STATE OF: Hristos K. Kanelakis FILE NUMBER: 21-12-0031 mr~uAe the oroceeds of litigation and the date the Droceeds wereJrecev~edAby,.the nodule F. u mule eyow o i~c~~ ~ .._'--_.___. _. REV-1511 EX+ (10-09) ~ Pennsylvania DERARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS :STATE OF Hristos K. Kanelakis Decedent's debts must be reported_ on Sc_ I+_ e_ dole I' ITEM DESC.RIr i lun IUMBER A, FUNERAL EXPENSES: t Neill Funeral Home, Inc. z Rose Hill Cemetery 3. Gravestone a. St. Johns Episcopal Church -use of church $200 + Minister's fee $100 5. Flowers for casket s, Funeral Luncheon g, ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) -------- Street Address _ -- State City _.. __. _._._ _ Year(s) Commission Paid: ----.-------- - Z, 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. FILE NUMlstrr 21-12-0031 8,601.47 2,910.00 1,727.90 300.00 414.08 550.00 _. _ _- 1,950.00 State_ZIP- -- City - -~- Relationship of Claimant to Decedent _ - -- Probate Fees. Accountant Fees: Tax Return Preparer Fees: ~- 16,453.45 TOTAL (Also enter on I ine 9 Recapitulation) $ lF more space is needed, use additional sheets of paper or me same ~~~_. REV-1512 Ex. (l2-OS) u pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN nconauT nFCF~ENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS OF FILE NUMBER 21-12-0031 REV-1513 E%+ (O1-10) pennsylvania SCHEDULE 7 DEVARTMENT OF REVENUE BENEFICIARIES INHERITANCE TA% RETURN 0.ESIDENT DECEDENT ESTATE OF: Hristos K. Kanelakis RELArIOesHID Do Not List NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [IncluSec. 9ll6t(a) (ls2) jistributions and transfers under 1. Christine Kanelakis, 477 E. Elmwood Dr., Mechanicsburg, PA 17055 Spouse 1 ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DI5TRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN'. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS'. 1. 100% 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. BRATIC & PORTKO LLC Attorneys at Law 101 OF~ce CENTER, SurrE A 101 SOUPH U.S. Rouge 15 Dn,1sEURG, PENN$YLVpNIA 17019 DUSAN BRATIC, ESQ. (717) 432-9706 STEPIIEN K PORTKO, ESQ. (717) 432-2538 braticportlcota~aol com FAX (717) 432-9220 September 26, 2(112 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Hristos K. Kanelakis No. 21-12-0031 Dear Register of Wills: Enclosed please find three original inheritance tax returns for filing, along with a check for $15 for filing fees. Please return a clocked in copy and receipt in the enclosed self- addressed, stamped envelope. Thank you. yours, Bratic DB/RSR Enclosures g0 ,~, ~ b ~ t h ~^ V j C OC: } ei ~} _o -.__ -n C {q ~'~ w' ~4. ~_ ~4 .a :~ ~ , 0 ^o v x v o U ~ °~ ~ ~ J O O ti YO (~ ~ Q p L d a •- m REGI ~~~ sue,-';dg1S `:;~2 StP 28 P1' IZ~ 3~ Or~Fr.~I~., \JvJ,.'. ~MBERLFV~D CO.. PA N N 7 O L 7 O U ~ ,~. c6 M C 7 r 7.~0 N O~(n N -U o~ m ,~ ~° ~ Q o~od L j~ Ly L N 9 7 N O L ~~Um K U ~ U ,~ v V w ..~ > +. v~ a LL