HomeMy WebLinkAbout10-10-14 1505610105
REV-1500 ex(°z-11'(R'
ennsytvania OFFICIAL USE ONLY
PA Department of Revenue P
ENUE County Code Year File Number
Bureau of Individual Taxes GERRRTNFNT OE REV
INHERITANCE TAX RETURN -- ' ..- �-- ---^
PO BOX 28o6o1 �a -� I y
Harrisburg,PA 17128-o6oi RESIDENT DECEDENT { j
.........
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
06/08/2012 7/17/1930
t -- .._.._..._.......__.......__......--..._........-.... ----._._..—. _ --...._..--..-_� l-_....._......--.....__...._-..--.._._...—......-
Decedent's Last Name Suffix Decedent's First Name _ _ MI
Viscovich � �Albert
Eli
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name — -- -- - ----- -- — Suffix Spouse's First Name _.._.._—..._.._._.----.........__...... MI
--..... i_..- --
Spo_use's Social Security Number-
THIS RETURN MUST.BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
CD 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
O 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
John Viscovich, Sr (302)655-6400
REGISTER OF WILLS USE ON M
co
—1 Cl7
First Line of Addressr �-► M
}
1317 Single Ave ._. ._ OST 2Q1 „ vs O
Second Line of Address
F --- —
4-/
_ — — -- — . _ _ _ _...._. _. __ _ _ —Ari,�ARFIZO KING
�i_
REiI. TEi tr?�itaS��N�Ilcp4.� AND
-�K G£1 Hr,0',Rt>='PiLEtN_5'C'AUF11, ry r
_.I
City or Post Ofrice.....—...__.....---—....... - —..-_....—..---..._...—....- .... State ZIP Code O7
New Castle ! DE 119720 P �'
—_._.-........—.-..-.—_._....._._........--....._......_--- --- -----._........-_......
1
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 true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN TU E OF P RSO RESPONSIBLE F FILING RETURN DATE
RESS
1y-pinglp Ave NpZ Castle, DE 19720
1 N TURE PREPAR OTHER THAN ENTATIVE DAT
s
W6_REAS
3429 D6rry S Harrisburg, PA 17111
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 J
1505610205
REV-1500 EX(Fl) Number
Decedent's Social Security
Decedent's Name: Albert J Viscovich
RECAPITULATION
1. Real Estate(Schedule A). ................................... ......... 1. 1,050.00
2. Stocks and Bonds(Schedule B) ................... .................... 2. 31,630.30
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. 116,363.36
6. Jointly Owned Property(Schedule F) C=:) Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) C=) Separate Billing Requested........ 7. 158,682.19
8. Total Gross Assets(total Lines 1 through 7)........ . ................. ... .8. j 307,725.35
9. Funeral Expenses and Administrative Costs(Schedule H).............. ..... 0. 21,147.63
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)...... ......... 10. 12,174.02
11. Total Deductions(total Lines 9 and 10)........................ ... ...... 11.j 33,321.651
12. Net Value of Estate(Line 8 minus Line 11) ......................... ..... 12 274,404.20
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. 274,404.
20
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- 15.11
16. Amount of Line 14 taxable
at lineal rate X.0 16.1
17. Amount of Line 14 taxable
at sibling rate X.12 45,734.03 17. 5,488.08
18. Amount of Line 14 taxable 34,300.53 Iat collateral rate X.15 228,670.17 18.i
19. TAX DUE ....................... ................. ................. 19. 39,788.61
20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=)
Side 2
1505610205 1505610205
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address:
DECEDENTS NAME
Albert J Viscovich
STREETADDRESS
16 South Enola Dr
Apt 204
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 39,788.61
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+B) (2)
3. Interest
(3) 1,810.77
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval 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) 41,599.38
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.........................................................................I...............IID0
b. retain the right to designate who shall use the property transferred or its income ............................................ 11N
c. retain a reversionary interest.............................................................................................................................. El ■
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ E
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑
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(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.
Personal Income Tax e-Services Center Page 1 of 1
Penalty and Interest Calculations
CALCULATION DATES-
03/09/2013 TO 9/15/2014
TAX DEFICIENCY $ 39,788.61
CALCULATED INTEREST $ 1,810.77
BALANCE AS OF 9/15/2014 $ 41,599.38
Start Over
https://www.doreservices.state.pa.us/pitservices/Default.aspx 8/25/2014
REV-1502 EX+(12-12)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
rz< INHERITANCE Trus RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Albert J Viscovich 2013-00018
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1 ;Lots#13&14 Coal Township,PA (claimed by Dan Brida) 1,050.00
a
TOTAL(Also enter on Line 1, Recapitulation.) $
1,050.00
If more space is needed,use additional sheets of paper of the same size.
REV-15o3 EX+(8-12)
Pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
r� INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Albert J Viscovich 2013-00018
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1' HH Savings Bonds 4 10,000.00
2 :Met Life 31 Shares = 908.30
_,.,. . .
3 'AT&T 449.933477 Shares 15,545.20
4 iThe Kroger Co 240 Shares ? 5,176.80
f T:
,
_ _ ,.. ... .. . ............fit � -
i
k,
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TOTAL(Also enter on Line 2, Recapitulation) $ 31 630.30
If more space is needed,insert additional sheets of the same size
REV-15o8 EX+(o8-12)
i pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS &MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Albert J Viscovich 2013-00018
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.I IM&T Bank checkingAcct# 941427 4,322:19
�:�_-- -�•` � -,:�;,.-��a.,r.�-=_-,T,T -- .,.�:-��-�..>n..���..�>r_'.,�-.+ate-� �:3^n�:j-=�_�izT�.,.=•�'�5�%„r
2 i !!M&T Bank savings Acct# 15004225643102 - 50.00"
3 MT Bank CD .-_ Acct# 3100391702965315,193.32
II. :.._._ . .._.... —... ..-._ .C'.:]::.'4-_..:t'1::.�......_..__._.... _..w._...�.__,._...-......_.....r-.�.__....._...-_.__.L:.a^ .�:i�:ii_T��.��"ac'Y•!"r'o'�5-.':�:a>
4 MT Bank-CD Acct# 31003914563589 2,225 57
5j )'Susquehanna Bank CD Acct# xxxxx3107 t; ' 15,628.19
: I
.____.�_. ,,----.._�—�-_...--�.=:ter-...__---:_�--__.-_�--.�.-�_ —„�:���---.�-�:.�_..,�- _ _.. ._., ;;��•?;.,,,.#�fi��.<r�_,:�:=
6 ;Fulton Bank CD Acct# 274-0670964 —
35,664.16
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7i INew York Life-Annuity 31,480.93
8 !Pennsylvania Department of Revenue refund _
1,799.00
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TOTAL(Also enter on Line 5, Recapitulation) $ 116,363.36
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
i` Pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Albert J Viscovich 2013-00018
This schedule must be completed and filed if the answer to-any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEMDESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
........ ............... :- -' _.. ......__.__.. . -.._......_.........._. ...__..._....,...._._. _._...>._._
i L..-
1. iNew York Life IRA Acct#53021698
35,984.311 I 100'. 0.00 35,984.31
t
2 (Metropolitan Life Death Benefit 2,697.88 100' 0.00 2,697.88
-New York Life IRA
3 120,000.00!: 100= 0.00;a 120,000.00
;Transfer on death to all beneficiaries
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TOTAL(Also enter on Line 7, Recapitulation) $ 158,682.19
If more space is needed,use additional sheets of paper of the same size.
REV-1511 Vm-1
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Albert J\yiscmvch 3013~00018
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
t DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Albert J Viscovich 2013-00018
Report debts incurred by the•decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Comcast a 201.60
2t School Real Estate Tax Shamokin property 27.19'
_.._..._..__...... ___ _._......-.. -- - - - - - - - -
3'� -Auto Insurance Travelers 45.00.
-:a�r_:c:�,= ---...•._«,_._...,--._._.-.-..-...-,�,...-........y_.......:_..._...--....-.,.,.•.._._-._.,-...-1�._.._..-.._--�.-..... ._..�:.::T.1�_.':.^.:i^y_......:,'L`Q:.^._........-.-._.«.. - �7�.-,ii c�*"i..:- ._ _
4': ;County Real Estate Tax Shamokin i 43.23
5 ;Federal Income Tax 11,857.00
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•....... ..... :._.............-._.-..._»__.....--_•,__-.._._..._-_,-�..__z_._..___.__,_.._......,.....-__._.. ,.._...._,......•.....`.._: BT�1F.'.^4oTM.-...,Y_.... _.:21:_:.r..L--3:
..-..-_.__._ �..._..._._.,....__......-...__.._..-.....-_._......._..-__.......__._._........._...._.._-._....._ __.,_.._.....__..,__.._�_.-..._-__.._._.-_._._... X22.
TOTAL(Also enter on Line 10 RecapitulationP )Reca - 12,174.02
$
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
� pennsylvania SCHEDULE ]
DEPARTMENT OF REVENUE
-
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Albert J Viscovich 2013-00018
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 outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1• :see attached list
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II
NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
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B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
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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.
RELATIONSHIP TO AMOUNT OR SHARE OF
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT ESTATE.
Daniel Brida Nephew $ 22,867.02
111 N. Oak St,Shamokin, PA 17866
Edwina Brida Carpenter Niece $ 22,867.02
PO Box 115, Elysburg, PA 17824
Lenora Bergonia Great Niece $ 22,867.02
610 Lark Dale Row, Wauconda, IL 60084
Bernard Brida Nephew $ 22,867.02
1265 Pulaski Ave, Coal Township, PA 17866
Leonard Bergonia,Jr Great Nephew $ 22,867.02
15780 Parrish Ave, Lowel, IN 46356
Dennis Brida Nephew $ 22,867.02
114 E. Warsaw, Marion Heights, PA 17832
Bernadette Bergonia Dixon Niece $ 22,867.02
12228 Ox Hill Rd, Fairfax,VA 22033
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Pearl Viscovich Bergonia Sister $ 22,867.02
1877 Dutch Hollow Rd,Jersey Shore, PA 17740
John Viscovich, Sr Brother $ 22,867.01
317 Single Ave, New Castle DE 19720
Linda Viscovich Artiaco Niece $ 22,867.01
317 Single Ave, New Castle, DE 19720
John T.Viscovich,Jr Nephew $ 22,867.01
8 Dalton Ct, New Castle, DE 19720
James Brida lNephew $ 22,867.01
1110 Webster St, Coal Township, PA 17866
TOTAL $ 274,404.20