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Home My WebLink About09-15-14 (2) J 1505610140 REV-1500 EX (01-10' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po sox zaosol INHERITANCE TAX RETURN 2 1 1 4 l YO�/� Hanisbum PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 0 1 0 3 2 0 1 4 0 1 1 1 1 9 4 2 Decedent's Last Name Suffix Decedent's First Name MI F I N E L L I F R A N C E S G (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI F I N E L L I J R J 0 H N R Spouse's Social Security Number 0 8 0 3 0 6 5 8 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑X 1.Original Return 2.Supplemental Return 3.Remainder Return(date of death prior to 12-13-82) 4.Limited Estate 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required death after 12-12-82) 6.Decedent Died Testate 7.Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ❑ 9.Litigation Proceeds Received 10.Spousal Poverty Credit(date of death ❑ 11.Election to tax under Sec.9113(A) between 12-31-91 and 1.1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number M A T T H E W A - M c K N I G H T 7 1 7 2 4 9 2 3 5 3 REGISTER OF WILLS US`EErONLY n First line of address c, I R W I N & M c K N I G H T P - C - r r Second line of address -Y u'1 6 0 W E S T P 0 M F R E T S T R E E T '' v -73 o 3 City or Post Office State ZIP Code PATE F(LED a w r m C A R L I S L E P A 1 7 0 1 3 ry (n o N Correspondent's e-mail address: 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 We correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG!MEXPN FONSIBIL FILING RETURN DATE ADDRESS 2615 WALNUT BOTTOM UAD CARLISLE PA 17015 SIGNATURE OF PREPARER"OT .HANAEPRESENTATNE DATE ADDRESS �Y 60 WEST WEST POMFRETTREET CARLISLE PA 17013CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 1505610140 J , per J 1505610240 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A) .... . .. ... .. . .. . . . .. .. . . . . .. . . ... .. . . .. . . . . 1 2. Stocks and Bonds(Schedule B) . . . . . . .. .. . . . . . . . . .. .. .. . .. .. . . .. ... . . 2. 1 7 9 3 4 , 5 6 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. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . .. ... . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . .. . .. . 7. 8. Total Gross Assets(total Lines 1 through 7) .. . . . .. ....... .. ... .. .. . .. . 8. 1 7 9 3 4 , 5 6 9. Funeral Expenses and Administrative Costs Schedule H 9. 1 3 9 3 . 5 0 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) .. . .. .. . .. .. . 10. 11. Total Deductions(total Lines 9 and 10) ... . .. .. ..... ... .. ..... .. .. . . 11. 1 3 9 3 . 5 0 12. Net Value of Estate(Line 8 minus Line 11) ... . . .. . .. . .. .. .. . .. . . . .. .. . 12. 1 6 5 4 1 . 0 6 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. 1 6 5 4 1 . 0 6 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 _ 1 6 5 4 1 . 0 6 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.0_ 0 . 0 0 16. 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . ... .... .. . . .. . .. . . . .. .. . . . . .. .. ... . .. .. . .. . .. .. . ... .. 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 1505610240 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 14 0 DECEDENTS NAME FRANCES G. FINELLI STREETADDRESS 2615 WALNUT BOTTOM ROAD CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: I. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount 3 Total Credits(A+B) (2) 0.00 . Interest 4. If tine 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. (3) Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 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; ...................................................................... ❑ X❑ b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ ❑ c. retain a reversionary interest;or ................................................................................................ ❑ X❑ d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ Q 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ Q 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(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.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER FRANCES G. FINELLI 21 14 0 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 536 SHARES OF AT&T STOCK 17,934.56 536 SHARES X$33.46 PER SHARE_$17,934.56 TOTAL(Also enter on Line 2,Recapitulation) $ 17 934.56 If more space is needed,insert additional sheets of the same size REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER FRANCES G. FINELLI 21 14 0 Decedent's debts must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid: 2, AtiomeyFees: IRWIN &MCKNIGHT, P.C. 1,250.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 143.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL(Also enter on Line 9,Recapitulation) $ 1,393.50 If more space is needed,use additional sheets of paper of the same sire. REV-1513 EX-(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: FRANCES G. FINELLI 21 14 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include out" ht spousal distdbufions and transfers under Sec.9116(a)(1.2).] 1. JOHN R. FINELLI, JR. Spousal 16,541.06 2615 WALNUT BOTTOM ROAD REMAINDER FIRST CARLISLE, PA 17015 $30,000.00 2. JOHN R. FINELLI, IV Lineal 8960 LIMESTONE BEND CT. LAS VEGAS, NV 89123 3. JEANNE BLEIBERG Lineal PO BOX 183 BETHPAGE, NY 11714-0183 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. U. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S If more space is needed,use additional sheets of paper of the same size. at&t 8c+ .p, 1. Computershare B PO Box 43078 Providence,RI 02940-3078 Within USA,US territories 6 Canada BOB 3517221 Outside USA,US territories&Canada 781 575 4729 is """"""'AUTO"3•DIGIT170 000001/0106809 106809 www.computershare.com/att i= Illlnollllll111it111r1111llllllllllrlhlllllrllldrlrllllll 11x1 FRANCES FINELLI 2615 WALNUT BOTTOM RD SEEM CARLISLE PA 17013 HotderAccomrt Number AM C0004355806 1 N D AM Record Date 10 Jul 2014 _ Check Number 0019015657 SSNITIN Cedi6ed Yes OOICS007B.DMEa -P61.ATT.075814_547tO68O9lIO6809r, AT&T Inc. -Dividend Payment Confirmation of Dividends Paid in Cash Payment Date Class Description Participating I Dividend I Gross Deduction Deduction I Net Shares Rate Dividend j$) Amount($) Type Dividend($) 03 Feb 2014 COMMON 536 $0.46000 246.56 0.00 NIA 246.56 01 May 2014 COMMON 536 $0AD00 246.56 0.00 NIA 246.56 01 Aug 2014 COMMON 536 $0.46000 246.56 0.00 NIA 246.56 Year-To-Date Paid 739.68 0.00 739.68 ® 1 U D C A T T + 002CS70001 OOH%DA-PP , T Historical Prices I AT&T Inc. Stock-Yahoo!Finance http://finance.yahoo.com/q/hp?s=T&a=00&b=3&c=2014&d=00&e=3 Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile I More _._ _.-__.-. J® Mail Finance Home My Portfolio Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enter Symbol ® Fri,Sep 12,2014,9:26AM EDT-LIS Markets open in 4 nins Report an Issue Dow 40.,-- Predict NO ATM FEES E*TRADE T OPENANACCOUNT ®/lmeribade0 Go AT&T,Inc.(T) -NYSE *Follow 34.06 Sep 11,4:OOPM EDT Pre-Market:34.80 40.0510.14Yo)9:09AM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for:' ; GO Set Data Range Stan Dae:Llan C O Daily ,2 0Weekly End Date:FJ an L -i L014_ O Monthly O Dividends Only Get Prices First I Previous I Ned I Last Prices - Date Open High Low Close volume Pdj Close- Jan 3,2014 35.15 35.16 34.61 34.80 24,618,300 33.46 Close once adjusted for dividends and splits. First I Previous I Ned I Last flit Download to Spreadsheet Currency in OSD. 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