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Home My WebLink About09-04-12 (2)J REV-1500~`I01-10' 1505610143 PA De artment of Revenue OFFICIAL USE ONLY p Pennsylvania county coca veer Fiie Bomber Bureau of Individual Taxes or~nawrxr or arvraur Po Box.zao6o7 INHERITANCE TAX RETURN 21 12 015 0 Harrisburg, PA 171z8-17601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 202 20 0534 O1 20 2012 02 14 1928 Decedent's Last Name Suftix Decedent's First Name MI DIROBERTO VIOLANDA (N Applicable) Eller 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 APPROPRWTE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Retum ^ ;i. Remainder Realm (date of death poor to 12.13-82) ^ 4. Limitetl Estate ^ 4a. Future Interest compmmlae ^ !i. Fetleml Estate Tax Realm Required (sale m deeur sear 7z-7z-ez) ~ ® a DeteGent Dietl Teafale r Wil Att h C ^ ~ OecetleM Mainlainatl a Living Tiusl (Attach Copy or Tiuat) 0. TWaI Number of Safe Deposit Boxes ( ac opy o p ^ 9. Litigation Proceeds Received ^ t 0. Spomel Poverty CretlM1 (tlate of tlealh beM en 12 1 tl f 31 r 95 '11. Election to tax under Sec. 9113(A) ^ - re - - an - ) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD E CONNELL ESQ 7:L7 232 8731 First line of address 2303 MARKET STREET State ZIP Code PA 17011 C~ Q ~i T Second line of address City or Post OfRee CAMP HILL Correspondent's e~rlail address: C O n n B l l n> REGISTER TLS USENILY i' TS -U C ) ~rr. I f C ' c-To r,; _ C O y _ Y =~ DA~ FILED -law.net 4 inGuding accompanying schedules and statements, re personal representative Is Dared on all information Jennie J. DiRoberto PA 17011 f~i ~nw~r,~ne`,.--1~--~-e\ nerrrt~ry~A~rvc DATE __T-"/V~/Y/~/ Richard E Connell Eeq ~ _ ~~.-1D/Z ADDRESS 2303 Market Street, Camp Hill, PA 17011 Side 1 1505510143 1505510143 J INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTV of Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 -12 - 0150 Jennie J. DiRoberto Personal Representative(s) of the Estate of DIROb@rt0, ViOlanda deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- toryare true and correct. I understand that false state- } ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney - (Name) Richard E Connell Esq (FIB) Ball, Murren 8 Connell (Supreme Court I. D. No.) 21542 (address) 2303 Market Street Camp Hitl, PA 17011 (Telephone) 717/232-8731 GATE OF DEATH LAST RESIDENCE 41 Golfvlew Road DECEDENTS SOC. SEC. N0. 1 /2 012 01 2 Camp Hill, PA 17011 202.20-0534 FIGURES MUST BE TOTALED Personal Property ATBT -CUSIP 001957109 134,652.75 4425 shares @ 530.431share (530.52 High; 530.35 Low) Verizon -CUSIP 92343V104 61,828.50 1550 shares ~ #38.891share (539.09 High; 538.70 Low) Frontier -CUSIP 35806A708 1,822.80 372 shares ~4.80lshare (54.85 High; 54.85 Low) (Attach additional sheets if necessary) Total Personal Property and Real Estate 5834,101.65 1505610243 REV-1500 EX oaceaenra New: DIROBERTO, VIOLANDA Decedent's Soeial Security Number 202 20 0534 RECAPITULATfON 1. Real Estate (Schedule A) ........................................................................................ .. 1. 2. Stocks and Bonds (Schedule B) .............................................................................. . 2. 2 1 2, 3 0 7. 2 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... . 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ .. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... . 5. 4 2 1 , 7 9 4 . 4 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6. 1 0 7 , 8 7 2 . 8 1 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............ . 7. 8. Total Gross Assets (total Lines t-7) ...................................................................... . 8. 7 4 1, 9 7 4. 4 6 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... .. 9. 8, 3 1 0. 8 0 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. .. 10. 1 7 5 . 5 1 t t. Total Deductions (total Lines 9 8 t0) .................................................................... .. t t, 8 , 4 8 6.31 12. Net Value of Estate (line 8 minus Line 11) ........................................................... .. 12. 7 3 3 , 4 8 8 . 1 5 13. Charhabk: 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. 7 3 3 , 4 8 8 . 1 5 TAX COMPUTATION -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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 18. 17. Amount of Line 14 taxable at sibling rate x t2 7 3 3, 4 8 8.15 t7. 8 8, 018.5 8 18. Amount of Line 14 taxable at collateral rate X .15 18. t9. Tax Due ................................................................................................................... .. t9. 88,018.58 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21 -112 - 0150 DiRoberto, Violanda STREET ADDRESS 41 Golfview Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 83,220.00 B. Discount 4,380.00 3. Interest (1) 88,018.58 Total Credits (A +g) (2) 87,800.00 (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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) 418.58 Make Check Payable to: REGISTER OF WILLS, AGEWT. 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 transierred :.................................................................................. x b. retain the right to designate who shall use the properly transferred or hs income :.................................... c. retain a reversionary interest; or ................................................................................................................... x d. receive the promise for life of edher payments, benefds or care? ............................................................... x 2. 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' or payable upon death bank aaount or security at his or her death?......... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which contains a beneficiary designation? ...................................................................................................................... ^ 0 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 Januarryy 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 stafute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retturn 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 p2 P.S. §9116 (a) (1.2)]. • The tax rate imposed on fhe 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 1.2) [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. 559116 ((a) (1.3) . A sibling is defined under Section 9102, as an individual who has at least one parent in common vnth the decedent, wfiether by bloo~ or adoption. LOAMONN'FALTH OF PENNSYWPNW INNERRANLE TNt RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER ESTATE OF DiRobelto, Violanda 21 - 12 - 0150 All properly jointlyowned with right of survivorship must tre disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 AT&T -CUSIP 001957109 30.43 134,652.75 4425 shares @ $30.43/share ($30.52 High; $30.35 Low) 2 Verizon -CUSIP 92343V104 39.89 61,829.50 1550 shares @ #39.89/share ($39.09 High; $38.70 Low) 3 Frontier-CUSIP35906A108 4.90 1,822.80 372 shares @4.90/share ($4.95 High; $4.85 Low) 4 Comcast-CUSIP20030N101 25.93 14,002.20 540 shares @ $25.93/share ($26.11 High; $25.75 Low) TOTAL (Also enter on line 2, Recapitulation) 212,307.25 SCHEDULE E CASH, BANK DEPOSITS, 8r MISC. CDAMONWEPLTH OF PENNSttVMIIA PERSONAL PROPERTY INNERRANDE TR%RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF DiRoberto, Violanda 21 - 12 - 0150 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 M & T Bank 134,232.08 Acct#15004213285586 2 M & T Bank 8,440.08 Acct#28592468 3 Wells Fargo 55.01 Acct#1010232242324 4 Wells Fargo 70,824.76 Acct#1010118640561 5 Belco 32.78 Acct #704440 S1 6 Belca 94,422.58 Acct #704440 S 16 7 PNC 101,821.82 Acct#5003126496 8 2002 Mercedes Benz Sedan 11,750.00 Mileage: 40,620 VIN: WDBJF8J92X071812 Good Condition 9 Nationwide Insurance - Reimbursement for unearned premium 144.70 10 AAA- prepaid membership 70.59 TOTAL (Also enter on Line 5, Recapitulation) I 421,784.40 SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INNERRANCE TAX RETURN ESTATE OF DiRoberto, Violanda FILE NUMBER 21 - 12 - 0150 Man asset was made joint within one year of the decedent's date of death, it must lte reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Jennie J. DiRoberto 41 Goliview Road Sister A Camp Hill, PA 17011 OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRI TI O Include name of financial institution and bank account number Imllar identifying number. Attach deed for jointly-held real estat DATE 0I=DEATH rVALUE OF ASSET . %OF DECD'S INTEREST DATE OF DEATH pECEDEM'S (MEREST 1 A 02/28/1972 M & T Bank a,~~.et 50°h 2,872.81 Acct #28592379 2 A 04/29/1966 41 Golfview Road 2to,ooo.o0 50% 105,000.00 Camp Hill, PA 17011 Tax ParcellD #09-20-1850-066 (Affidavit of Value Attached) TOTAL (Also enter on line 6, Recapitulation) I 107,872.81 SCFEDULE H FI~EJi~LL. DIES & COMMONVIEALTH OF PENN6ttVM1N ~~y~a~~ ppA~~rr~~//~~ /~/''~~+ INMERRANCE TAX RETURN I{J1~~~71 fY111rG ~M71 J RESIpENT ~ECEOENT _- (FILE NUMBER ESTATE OF DiRoberto, Vioianda 21 - 12 - 0150_ Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 Myers Harner Funeral Home (balance due on funeral -other charges prepaid 148.00 B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Name of Personal Representative(s) Street Address City Slate Zip Year(s) Commission paid z. Attorneys Fees Ball, Murren & Connell 3,500.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Jennie J. DiRoberto 3,500.00 Street Address 41 Golfview Road City Camp Hill State PA zip 17011 Relationship of Claimant to Decedent $iStef 4. Probate Fees Cumberland County Register of Wills 393.50 5. Accountant's Fees Barbush & Hoffman 300.00 6. Tax Return Preparer's Fees 7, Other Administrative Costs 1 Cumberland Law Journal (legal advertising) 75.00 TOTAL (Also enter on line 9, Recapitulation) 8,370.80 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Schedtle H ~y~F,u~neyral~E>q~enses & /V I ~ ~YOYYC l+W~ l.~A N IIARI ESTATE OF DiRoberto, Violanda FILE NUMBER 21 - 12 - 0150 The Sentinel (legal advertising) Myers Harner Funeral Home -death certificates 168.30 73.00 4 ~ PA Dept. of Revenue - 2011 state income taxes 153.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LO~RALNWEOLTH OF PENN6YLVPNU LIABILITIES, & LIENS INIIEIiRPNL E TF% RETURN RE&DENT LELELENi FILE NUMBER ESTATE OF DiRoberto, Violanda 21 - 12 - 0150 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Pinnacle Health 135.60 2 ~ Orthopedic Institute I 39.91 TOTAL (Also enter on Line 10, Recapitulation) ~ 175.51 REV-1513 EXa (11 de) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DiRoberto, Violanda I FILE NUMBER 21 -12 - 0150 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT oo Na u3t rrusree(3) SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$E) I. TAXABLE DISTRIBUTIONS[include outright spousal dlstrlbutrons and transfers under Sec. ~t 16 (a) (1.2)] 1 Jennie J. DiRoberto Sister Entire 41 Golfiriew Road Camp Hill, PA 17011 Eller dollar amounts for distributions shown above on lines 15 t hrough 18 on Rev 1500 cover sh eet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 73 OF REV-7500 COVER SHEET C.OO INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21 -12 - 0150 DATE OF DEATH LAST RESIDENCE 41 GOIfVieW Road DECEDENTS SOC. SEC. NO. 1120/2012 Camp Hill, PA 17011 202-20A534 Comcast - CUSIP 20030N101 14,002.20 540 shares ~ E25.93/share (E26.11 High; E25.75 Low) M 8 T Bank 134,232.08 Acct#15004213285586 M & T Bank 8,440.08 Acct#28592468 Wells Fargo 55.01 Acct#1010232242324 Wells Fargo 70,824.76 Acct#1010118640561 Belco 32.78 Acct #704440 S1 Belco 94,422.58 Acct #704440 S76 PNC 101,821.82 Acct #5003126496 2002 Mercedes Benz Sedan 11,750.00 Mileage: 40,820 VIN: WDBJF8J82X071812 Good Condition Nationwide Insurance - Reimbursement for unearned premium 144.70 AAA- prepaid membership 70.59 2 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } File Number 21 -12 - 0150 PATE OF DEATN LAST RESIDENCE 41 GoltView Road DEGEDENrs suc. JEG. rvu. 1 /2 012 01 2 Camp HIII, PA 17011 202-20-0534 Total Personal Property 634,101.65 Le~W OFFICES BALL, MURREN Bt CONNELL 2909 MARKET STREET CAMP 1-IILL, PENNSYLVANIA 17011 (717)232-8731 PHILIP J. MURREN FACSIMILE (717) 232.2142 WILIJAM BENTLEY BALL RICHARD E. CONNELL (1918-1999) TEREBA R. MGCORMACK THOMAS A. CAPPER MAILING ADDRESS: P.O. BOX 1108 1~ARRISHURG, PENNSYLVANIA 1710$-110$ August 31, 2012 Glenda Famer Strasbaugh p N . Register of Wills -Cumberland County -x'o ~ Cumberland County Courthouse ~ ~ 1_, , ._z; One Courthouse Squaze r~ , t !'~ ~~ Cazlisle PA 17013 ~`' -~ ~ RE: Violanda DiRoberto (deceased) ~ -' •• ~= •` n' Date of Death: 01/20/2012 _ v "~; Will No. 21-12-0150 Our File No. 2862.1 Dear Ms. Farner Strasbaugh: Enclosed please find, in duplicate, the Inheritance Tax Return and Inventory (with a copy of the Will attached) for Violanda DiRoberto. Please date-stamp the additional copies of the Return and Inventory for our records and return in the enclosed self-addressed, stamped envelope. Also enclosed, please find a check #1012 in the amount of $418.58 in payment for the tax due and this firm's check in the amount of $30.00 for the filing of the R.etum and Inventory. Very rs, l Kichazd E. Connell REC/gjc Enclosures cc: Ms. Jennie J. DiRoberto or2s~~zzloe ~ 1 •. . OIWN« O ~" ~~ ~ ' II lI~I * ~ . 11~ l4NU~M 111t~1 ~w~'"a ~' Ild~ W ~~°~' ;o _ t/1 `" - m 1 ~ _ N ~~ _ ~~~~~ = ~~ rrr i~ N s- -_ W j 6 c%1 ~ l O i) tl U ~ +~. ~ - ~ =a LL Q ~ ~a Zp Z~~ ^l~~~, 1 ~ ~C W = Wm~J 11 rlVl~ ~~_ O ~~ ~~ ~ 4 fn7 G ~r 1 Ch ~ ~ U ~- U rn~ ^ - o ~ M r1°~ i U m n r t~ V V 0. ~ ~" m_ ~ ` ' = a O ' '* cn W ~~J ~'- 1 I i n ~ W ~~~ ~~ N ~ 0~ O N