HomeMy WebLinkAbout07-30-13 (2) � 150561�105
EX(OS-01)(FIj
R�V����O OFFICIAL USE ONLY
PA Department of Revenue PennsytvaMa
6ureau of I�dividuat Ta�s '""`•` `�"�` Coun4y Cqde Year File Number
Pp 80x zso5oi INHERITANCE TAX RfTURP7 �i� �� ( j
HaMSbum,PA 171z6-o601 RESIpENT DECEDENT 1 - ( � t0�{�? ��
ENTER DECEDENT INFORMATIQN BELOW
Social$ecudry Number Date ot Death MMDDYYYY Oa4e ot Birth MMDDWYY
i ...._ __...._ . .. ,... . ___
� --- . . � (04t1112013 __, E10127t1927
L... __
DecedenCs Last Name Sufflx DecedenYS Firsl Name MI
.__—...___ ....____' __...._ � __...._. � _ _'.____ _._ ...__ .
• �Ponzarn � � i �Eleanor � G ':
; � _ _ _ . -- —_ , __ _ _. _ , :
(If Applicabls)EnSer Burviving Spouae's Infortnation Below
Spouse's Last Name Sufflx Spouse's Firsl Name MI
____ . _._.. ____ .—_.... —_._..,._ � ._... _ __ ___. _. � .
� . (
i S ;
.. . ._ ._. ._... i ....__ � i.....__ _^'_ .__ .__ . .__.. _._ __. , .. i
Spouse's Social.Sequrity Number
i THIS RETURN MUS7 BE FILED IN DUPLICATE WITH THE
__ _� REGISTER {JF WILl.S
FlLL IN APPROPRIATE OVALS BELOW
m 1.Qriginal Retum O 2.3upplemental ReWrn p 3. Remainder Ratum(Date of Death
Priorto 12-13-82J
p 4.I.imited EstEte O <a.Future Irrterest Compromise(deta of O 5. Fede21 Estate Tax Retum ftequired
deeth after 12-12-82)
O 6.L7ecedent Died Testale O 7.Deoetlent Maintalned a Livinq 7rust Q 8. Tptal Number af Safe DeppBit Boaes
(Attach Copy of Will) {A88Ch Copy Of TlvsiJ
O 8.L'+tigativ�Proceeds Recaived O 14.Spo�sak Poverty Gedit(Date of Death O 11. Eiection to Tax urnier Sea 9113(A)
Behveen t2-31•91 arM t-i-95} (Attach Schedute O}
CORREBPONDENT- THIS SECTION MUST BE COMPIETED.ALL CORRESPONDENCE AND CONFIDENTIAL 7AX INFORMATION SHOULG BE DIRECTEp 70:
Name DayGme Telephone Number
____ ._...._—— _.�. .____ _._._ _.. —_. ,
�,Davrd A. Baric, Esquire {717)249-6873 -
_ _ ___._._ _ I-_,a-__._._ .� � _J
�n o�wius use;�nn
c.i : �-_ � ° °
r.� a ==, :��
"_ -
F�r�t�me oraadresa - "'
_ _ _ . ..___ ___ _ _.. ____. _ . . _.._
i`- � c� ;��,�
!Baric Scherer LLC i ° �` '"
__ __ ..
� � : : : �:; .-f
Secand�i.ine of Address�� � � � � "- '} ``t "'�
_ .. _____ .....____ . .__. _ __._ .... —__ _ " '_... ..;t
._- _. _._ .._ _ ...__.,
, 19 West South Street I �J � ��
__ __-----____.—._-----._._._...__-- _ _...__, . :: oatedn:EO ' ^-n
City ar Past 4ffice Sta�e ZIP Code - �� ��� ,
._— ....... ._—_. __ __._._— T__ __—.__.. � ..�— . _. � � . . C.� �,
Cariisle � j PA � �17013 �� ; � �
com.ponanes s�man adaross:dt�aric{�bariescherer.cam
Untler peneNes oi D�'lury,I Cxla�e ihet i�ave a�eminad this ratum,includf�g acmm0anyirrg u;hetlules aMi atatements,and to Me best of my knowiedge antl beilef,
It is We,co end comD����eretio preparer other Man lhe peraonel representetive ic besed on ell infortnetlon af which preparer as any knowledge.
SIGNA OF P RSON SPONS OR FILING RETURN � /" TE ��
A
102 Hope Drive, B ' S Pennsyl a 17007
SIGNATURE OF PREP E A R SE ATI � Fj�
1 f
ADDRESS
19 West South Street, Carlisle, Pennsylvania 17013
PLEA$E USE ORIGINAL P4RM ONLY
&Ide 1
� 15C1561D165 15�561a1�5 J
J 15d56b0205
REV-1504 EX{FI}
6aoedenYs Svciai S�urity N�mber
i ...._.------.-___._..
aeceae�rs N.me: Eleanor G. Ponzani
RECAPITUUTIQN
7. Real Estaie(Schedule A}. ... .... ... ... ........... ................ ... . L �i I.
2. Stueks arrd Bontls(Schedule 8) ....................................... 2. I so,ssa.a� '.�....
3. Ciasely Hetd Corporetion,Partnershlp or Sole-Proprielorship(Schedule Cj ..... 3. '��.� 0.00 '.
i4. Mortgages antl Notes Receivable(3chedule O)... ........................ 4. C 0.00 :
5. Cash,Bank Deposits and Miscellaneous Perso�ai property(Sohedufe E},.... .. 5. ��I 0.00 ;
.. ._-�_.'_-
fi. Joirrtly Owned Property(SChedule F) O Seperale 8illi�7 Requested ....... 6. � 25,329.50 ,�, �
T. inter-Y�vos Transfers&Miscellsr�eoua tJw�-Probate Froperty �". �-'
(Scheduie G) Q Separate eilling Requested........ Z 'i 717.499.00 ;
8. Total GrossAsaeta(W�al Lines 1 through 7)............................. S. I 233�213.37 j
3. Funeral 6cpenses and Administrafive Costs(Schedule H)................... 9. .�' 20,642.17 i
' �........_-..__�..._._._._...,..
10. pebts of Decedent,Mortgage Liabilities snd liens(Schedule I)............... 10. I 0.00 ';
_._'.
11. Totai Daduefions(tofai�ines 9 and 10}................................. t1. '�: 20.6d2.17 '
i�._-_ .�-.���--
12 Net Value of Estate(Line 9 minus Line 11) ...... ........................ 12. ,, 212,�J71.20 :.
t3. Charita�e and Gavemmentai BequestslSec 9113 7n�sts for which -"-�-
an election to tax has not been made(Scheduie J} ........................ 13. ���. 0.00 ,
14. Net Value Subjset to Tax(Line 12 minus Line 13) ........................ 14. �'�, 212,571.20 �;
TAX GAICUTA7'tON-SEE INSTRUCT16N3 F�R APPUGABL£RATES
75. Amount of Line 14 taxable
� at the spou8el tax rete,pr
Uansfers under Sec.9116 ... _. .... . _ ... .. .. ........ � .... .._ . . .._. ... _ . ,.
(a){L2}7C.0� ( � t5. .....
78. Amount of Line 14 tazabie -�
atlinealrate X.045 I 212,577.20 �6. 8,565J0 '
-__.---__._.�______ _..,___- -----_�_._--
17. Amount of l,ine 14 taxable
at siblirg rate X.t2 j '17. �
18. Amount of line 14 iaxabie i�-�-���---�-.-��__ ,._�_._�.__.��._.__._.___..
at Collateral rete X.15 ,.. � 18.
.. ___._ _..... ....._._..
19. TAX DUE ... ...... ........ 19. 9,565.70 ;
20. Pill tN THE 6YAL IF YOU ARE REqUESTING A REfUNO dF AN OVERPAYMENT p
Side 2
L„ Lsas�loaa� 150561fl2�5 J
I! -
REV-1500 EX{fl) Page 3 Flitl Number
Decedent's Compiete Address:
DE EpENTSNAME
Eleanor G. Ponzani
s�eernoo��ss ° - __ __
1d2 Hope Drive
CITY�-� '- STATE ZIP
Bailing Springs PA 17p07
Tax Payments and Credlts:
t. Taz Due(Pege 2,Line 18} (1} 9,565.70
2. Credfts/Payments
A.Prim Payments 8,897.4d
B.Discount 434.85
TotalCredits(A+g� (pj 9,131.85
3. Interest
t3)
A. If Line 2 is greater llran line 1+Lirre 3,enf�ths difference. This is the OVERPAYMENT.
Fill In oval on Page 2,Llna 20 to request a refund. (dj
5. if Line 1+une 3 is greater than Eirce 2,eMer the ditference.This Is Nie TAX DUE. {5} 433.85
Make check payable ta: REGISTER OF WII.�S,AGENT.
PLEASE ANSWER THE PQLLOWING QUESTiONS BY PLACING AN"X"IN FHE APPROPRIATE BLOGKS
t. Did decedent make a transfer and: Yes No
a. retain the use or income of the property trensterred.......................................................................................... ❑ �
b. retain the right ta designate who shall use Gre properly transferted or its income...................................._...... ❑ �
c. retain a rsversionary iMerest..................._.........................._......................................................._....,............... ❑ �
d. recelve the promise far life of aither payments,benefts or care?...................................................................... ❑ �
2. If deatb axurred afler Dec.12,1982,did decedent trensfer pmperty within one year of death
without receiving adequate cansideratian?........................................................................._...................
......._..... � �
3. Did decadent own an"(n trust for"or payabie�upon-death bank accou�rt or securiry at his or her death7.............. ❑ �
4. Did decedent own an intlividual retirement account,annuiry or other non-prabate properry,which
containsabe�efiraarydesignation7 ......_........._.......__..._......_............................................................................. ❑ �
IF THE ANSNIER 70 ANY Of THE ABOVE QUESTIONS IS YE5,YOU MUS?COMPIETE SCHEDULE G AND FIIE R AS PART OF THE RETURN.
Fw dates of deatkt on w after Jaly 1,1994,and beEwe Jan.1,1995,ttre t�rake imposed on the net vaiue of transfers ta or{or the use of the surviving spouse
is 3 percent(72 P.S.§8118(a}(1.t}(i)j.
For dates of death on or efter Jan. 1, 1995, the tax rale imposed on the net value of transfers to or tor the use of the surviving spouse is 0 percent
(72 P.S.§9118{aj(Lt){ii}].The statute doss not exempt a transfer W a surviving spouse hom tax,and the statutary requiremenGS for disclosure of assets and
flling a taz retum are sBII applicable even i(the surv+ving spouse is the only beneficiary.
For dates of death on or after July 1,20q0;
. The t�rate imposed on the net value of transfers from a deceased child 21 yeare of age or younger at death to or for the use of a natural parent,en
adopfive parent or a stappare�t af the child is 0 percent[72 P.S.§91i8{a}{1.2)�.
. The fax rate imposed on the net value of transfers ta or for the use of the decedent's lineal beneficianes is 4.5 percent,except as noted in[72 P.S.§9118(a)(i)�.
: The ta�c rate imposed on the net value ot transiers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(s)(1.3)J.A sibling is deFlned,
under Sectiarr 9102,as an individuai who has at least flr�e parsnt in common with the decedent,whetlrer by bbod w adopbon.
�..
REV-ISO}E%�(B-L2)
�pennsylvac�ia l�CNE�'i�11.E 8
DEFARTMENTOFREVENIIE STOCKS & BONDS
INHERCTANCE 7A%RETURN
RESI�ENT DECEDENT
ESTATE 8f FILE NUMBER
EleanorG. Ponzani 21-13-0616
Ali property j�Miy ownad wttir Mght of survlvonhEp must be diuinsed oe SthadWe P.
ITEM VALUE AT DATE
NUMBER DESCRf7TIpN Of DEATH
1' Aberdeen Asia Band Fund 9,335.00
2 Loomis Sayles Bond Fund 9,869.00
( 3 Vanguard PA La�g-Term Tax Eacempt 35,434.4p
q PIMCO All Asset All Authoriry Fund 26,833.00
� Prudentiai Finar�iallr�c.Pcct.#C0�9663743 3 ��Z.�g
g Prudential Financial Inc.Acct.#C0029498890 2,882.00
7 Aicoa,ir�c.351.38 shares at$8.32 2,923.31
T6TAt{Also enter an Line 2, Recapikulation} � 94,384.87
If more space is needed,insert additional aheets of tha same size
REV-i5a9 EX+(m-no) �
�pennsylvarria SCNEDr11LE f
oEP�q'"E"'oF"E�E"�` JOIN7LY-OWNED PROPERTY
INNE0.ITANCE Tp%NETU0.N
P.P"lOEM OK£DENi'
ESTATE OF: fILE tiUFiBER:
EleanorG. Ponzani 21-13-0616
If an asnt bacame jpintly ow'red wN�hM one year of the decedeM's daG ot deeth,lt must be reported on Schedule G.
SURNVING lOtNT TENANT(5}NAME(5} A�DRESS REtAII0N5HIF T4 DECEDEM
��licia A.Ponzani 102 Hope Drive daughter
Boiling Springs,Pennsyivsnia 17407
B.
C.
70INTLY OWNED PROPERTY:
lET'IC0. DATC DESCRIPTION OF PROPERTY %OF OPTE OF DEA1H
flEM f0R 70INT MA�E INC4UUE NAME OF FlNANQFL INSfINi'ION RND&1NK Af.CWM NUMBE0.pR SIMINR DAIE OF pEATM UELBDEM"5 VALUE OF
HtR18ER TEtiflNS' JDIM tHipt89l.ATTACN WRWIMIXHEtDP&LESTATE VAIVEOfASSET 3MTE0.EST 'SiNiEREST
i' �' 11/01199 PNC 6ank Checkirg Acct.#113A038332 43,659.00 50 25,829.5p
2. A. 04t01/02 �.Clea�view Pederal Credit Union Acd.#0010417000 0000 557.00 � 50 278.50
3. A 04101ro2 Cfearview FederaY Credit Union Accl,if 00104170000025 3,831.00 56 t,665.50
4. A 44141t42 - PrudentlalFiasnciat 3,if2.00 5D 1,556.00
TOTAI{Aiso enter an Line fi, Recapituiation} $ 25,329.50
If more space is needed,use additional sheets of paper of the same size.
REVd510 E%+(09-09)
�j pennsytvania SCHEDULE Gi
w DEPARTMENTqFPEVENVE INTER-VIVOS TRANSFERS AND
iNnenn�ranceracaEruari MISC. NON-PROBATE PROPERTY
AESiOENT 6ECEDEtiT �
ESTATE 8F FILE NUMBER
Eleanor C. Ponzani 21-13-0616
This sthedule must be cempieted and fi�ed iF the answer to any of questlans 1 through 4 un page three of the REV-15�0 is yes.
DESCRIP'TiON OF DROPERT'l DATE OF DEATH °!o OF DECD'S EXCLUS[ON TAXABLE
ITEM IN0.U�ETHENMIEOFTNETFMlSfEREE,TME1p0.EU110N5NIPTqDECEDENTPNO
NUMBER TNF��1EOFiNANSFE0.. �RACNAQ]PYOiTXE0EE0ipP0.E0.E5fFTE. VALUEOFASSET INTEREST tiADPLi(lBIE) VALUE
�. �s M�r�,st Money r�et ��o.ass.00 t ao s,aoo.� j�7,ass.00
Licia Ponzani,daughter,opened September,2012
�
T6TAL{Aiso entar on Line 7,Recapitutation) $ 7 57,499A0
If morC space is naed4d,use additionai sheets of paper of the same size.
II
REV�1511 EX+(10-09)
�pennsytvarria SCHE1}UEE H
aeranrweHraFneveHUe FUNE 'RAL EXP�NSES AND
mneaRnNCeracaeruaN ADMINISTRATIVE CO'SrTS
aestoeer octe�avT
ESTATE OF PIGE NUMBER
Eleanor G. Ponzani 21-13-0618
DscedenYS debts must be reported an Schedule t.
ITEM
NUMBER DESCRIPTIpN AMOUNT
A. FUNERALEXPENSES:
1' Haffman Rottr Furrer�Home 3,374.40
�. Greenwood Memorial 1,335.00
3. Father Clwight{last ntes) 50.00
a. La Cucina Caterirtg(tunetal faod} 1,546.02
s. Kim Christman(funerel food) 150.p0
e. Msgr.Gastan �zs.ao
z St.Margaret Mary Catholic Churah 75.00
B, ADMINISTRATIYE COSTS:
i. Persanal Representative C�mmisvans: p�y�
Name(s)of Personal Representative(s) N011@ .
StreM kddress _
Ciry State_zIP
Year(5)Commission Pald:
2. Attamey Fees:
3. Famiiy Eremption:(If decedent's address is�ot the same as ciafmant"s,attach expianatian.) 7'94Q'��
Cla�manc Licia A. Ponzani
streek aaeress 142 Hope Drive
City Boilinq Springs state?A Ztp 17007
Relationship of Claimant to Decedent d2Utlht@f
4. Probate Fe85: 383.5(}
5. pccauntant fees:
6. Taz Return Preparer Fees;
7. 7he Sentinei{Iegai advertising) '4fi8.30
s. Cumberlend Law Jaumal(lega�advertising} 75.04
s. Paul Dalkey,MD 24.tl0
�o. LL Bean 32.�Q
>>. Cardin Miller 12.00
""'*"*""""'3""`**"'SEE ATtACHED SHEET"""*"".,,....."'*'�"""*"*,.*"""""""'�"""""'
TOSAI(Aisa enter on Line 9,Recapitulation} � 20,642.17
If more 5pace is needed,use additiqnai sheets af paper of the same size.
Bstata of Eleanor G. Panzani
Estate# 21-13-Q61b
SCHEDULE H CONTINUED
11. Old Navy Visa $ 502.00
12. Bank of America Visa $ 453.45
13, Pa Department of Revenue $ 6.00
14. AMEX $ 7?6.d3
15. Thornwald Home $3,5$7.65
16. Caziisie Physicians Services $ 33.31
Tatal: $5,358.44