HomeMy WebLinkAbout08-04-05
REV-15aa EX (6-00)
OFFICIAl USE ONLY
\ COMM()NWEAL TH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L
COUN1Y CODE
~L 0033 ___
YEAR NUMBER
....
Z
W
C
~ 12/27/2004
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
F
SOCIAL SECURIIY NUMBER
188-32-4474
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Giancoli, Rosemary
~ [X] 1. Original Retum
~ ~(I) D
u It:~ 4. Limited Estate
wa..u
:r 00 1.";1
u It:..J L..A..J 6. Decedent Died Testate (Attach copy of Will)
a..Cll
~ D 9. Litigation Proceeds Received
REGISTER OF WILLS
SOCIAL SECURIIY NUMBER
289-38-5726
D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (Attach copy oITrus!) _ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit Idat' of death between '2-3'-9' and 1-1-95) D 11. Election to tax under Sec. 9113(AlIAllachSChO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
I-
Z
W
o
z
o
Il.
f/)
W
0::
0::
o
U
Patricia R. Brown, Es ire
FIRM NAME (If Applicable)
SALZMANN HUGHES PC
TELEPHONE NUMBER
717"':249-3024
10 West Pomfret Street
Carlisle, PA 17013
1. Real Estate (Schedule A)
(1)
OFFICIAl USE o~
<=
r.,;:;;
c.n
2. Stocks and Bonds (Schedule B)
(2)
::-.J....
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 o Separate Billing Requested
i=
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::) (Schedule G or L)
....
a: 8. Total Gross Assets (total Lines 1-7)
<C
0
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
a:::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule i) (10)
11. Total Deductions (total Lines 9 & 10)
c::
G')
,--
-
)
::s
.;:-
7,564
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14,607
(7 , 043)
o
14. Net Value Subject to Tax (Line 12 minus Line 13)
(7 , 043)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
z rate, or transfers under Sec. 9116 (a)(1.2)
o
i=
4( 16. Amount of Line 14 taxable at lineal rate
I-
::;)
~ 17. Amount of Line 14 taxable at sibling rate
o
U 18. Amount of Line 14 taxable at collateral rate
X
~ 19. Tax Due
20.0
0 x .0 L(15)
0 x .0 ~(16)
0 x .12 (17)
0 x.15 (18)
(19)
o
o
o
o
o
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
Decedent's Complete Address:
S"lREET ADDRESS
265 Alters Road
Cumberland
CITY I STATE I ZIP
Carlisle PA 17013-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
6. Prior Payments
C. Discount
(1)
o
o
o
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
o
o
o
Total Interest/Penalty (0 + E) (3)
o
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
o
A. Enter the interest on the tax due.
(5A)
o
(56)
o
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred:. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest: or . . . . . . . . . . . . . . . . . . . . . . . .
d.. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . " D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " D C1a
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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. il is true. correct and complele.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
Yes
No
D
D
D
D
og
og
[]j
[]j
og
og
DATE
Rosemary Giancoli
ADDRESS
265 Alters Road
SIGNATURE OF PREPARER OlHER lHAN REPRESENTA nv~ /)
Patricia R. Brown, Es ire '-f"~ '--r('
ADDRESS
Carlisle, PA
17013
y~....
~.../
DATE
t
O~-
For dates of death on or after July 1. 1994 and before January 1. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS. ~ 9916 (a) (1.1) (i)].
,,-- ~..." .< ~M'" -- -- _A__ ,--....... . M5, the tax rate imposed on the net value of transfers to or far the use of the surviving spouse is 0% [72 P.S. S 9116 (a) (1.1) (ii)]
;urviving spouse from tax, and the statutOI)' requirements for disdosure of assets and filing a tax return are still applicable even if
\\P\P'D
sfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
16(a)(1.2)].
::J ~\ST
sfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. S 9116(1.2) [72 P.S. S 9116(a)(l)].
;fers to or for the use of the decedent's siblings is 12% (72 P.S. S 9116(a)(l.3)]. A sibling is defined, under Section 9102, as an
1mon with the decedent, whether by blood or adoption.
REV-1503 EX + (6-98)
~
SCHEDULE 8
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Joseph F. Giancoli Jr.
21 05 0033
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.45 Shares
M&T Bank
DESCRIPTION
VALUE AT DATE
OF DEATH
4,849
3W4696 1000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,849
REV-1508 EX. (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Joseph F. Giancoli Jr.
FILE NUMBER
21 05 0033
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
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 F&M Trust, checking account
2,656
2 New Cumberland Federal Credit
Union, savings account
59
3W46AD 1.000
TOTAL (Also enter on line 5, Recaoitulation) $ I
(If more space is needed, insert additional sheets of the same size)
2,715
REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
. ,
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joseph F. Giancoli Jr.
ITEM
NUMBER
A.
8.
2
3
3W46AG 1.000
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
1.
Carlisle Memorial
2
Ewing Brothers Funeral Home
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) /.EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
Attorney Fees
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Rosemary Giancoli
Street Address 265 Alters Road
City Carlisle
Relationship of Claimant to Decedent SPOUSE
State PA
Zip 17013
4.
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Cumberland Law Journal
F&M Trust
The Sentinel - Legal
FILE NUMBER
21 05 0033
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
164
9,840
750
3,500
140
75
15
123
14,607
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Josenh F Giancoli Jr.
SCHEDULE J
BENEFICIARIES
REV-1513 EX+ (9-00)
FILE NUMBER
21 05 0033
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec, 9116 (a) (1.2)]
Rosemary Giancoli
265 Alters Road
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not list Trustee(s)
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
Spouse
o
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
3W46A11.000
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
o
LAST WILL AND TESTAMENT
OF
JOSEPH F. GIANCOLI, JR.
I, JOSEPH F. GIANCOLI, JR., of Carlisle, West Pennboro Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding
,
do make, publish and declare this to be my Last Will and Testament. I hereby revoke all
previous Wills and Codicils at any time heretofore made by me.
ITEM I .
I order and direct my Executrix, hereinafter named, to pay my debts, funeral
expenses and expenses involved or connected with the administration of my estate as
soon after my death as is reasonably possible.
ITEM II
It is my wish that I be buried in the St. Patrick's Cemetery in North Middleton
Township, Carlisle, Pennsylvania following a service of High Mass in the church.
ITEM III
I give, devise and bequeath all the remainder of my property, of every kind and
description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will, to my wife, ROSEMARY GIANCOLI, if
she survives me, or if she predeceases me, to our children, TRACEY N. GIANCOLI,
KATHERYN M. YAUKEY, MARLA M. QUATTRONE, JEFFREY P. WILSON and JULIE J.
LAVERTY, equally, and to their issue, then living, per stirpes.
f(;,
V')
ITEM IV
I hereby nominate, constitute and appoint my wife, ROSEMARY GIANCOLI, as
Executrix of this my last Will and Testament. In the event of her renunciation, death,
resignation or inability to act for any reason whatsoever, I nominate, constitute and
appoint our children, KATHERYN M. YAUKEY and MARLA M. QUATTRONE as Alternate
Co-Executrices of this, my Last Will and Testament.
ITEM V
In the event that ROSEMARY GIANCOLI and I should die simultaneously or under
circumstances as to render it impossible to determine who predeceased the other, or
within thirty (30) days of each other as the result of a common accident, she shall be
deemed to have survived me, and all the provisions of this Will shall take effect as
though she had survived me.
ITEM VI
I hereby direct that no Executor or other Fiduciary named or appointed by this
Will shall be required to post any bond or give any security of any type for any purpose
whatsoever, nor be liable for failure to file any report, accounting or inventory, in any
jurisdiction in which he or she may be called upon to act, insofar as I am able by law to
do.
ITEM VII
If my wife predeceases me, then I authorize my Executrices in their discretion to
sell, with or without notice, at either public or private sale, any and all property
Jf7
belonging to my estate, subject only to such confirmation of Court as may be required by
law, for such prices and on such terms and conditions as they deem best, and to make
distribution hereunder either in cash or kind, as they may deem wise.
IN WITNESS WHEREOF, I have hereunto set my hand and affIxed my seal this
o?t::, -k day of
'h, -;J
, 2004.
,
.. ";r--~ , )
,_ ""-----'; ~i(--1- ( ~; .{:F{.{{L~"/~~
--JOSEPH F. GIANCOLI, .Ii.
residingatt?OI~ ~nN; , 12 r7c<>7
/
\ /1- ,
v'-"',.....::,t.-~~-
Witness
Y? -1'~~-......
residing at
f2-,,~,- L~L,--,
~/
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, JOSEPH F. GIANCOLI, JR., VALERIE F. GSELL and PATRICIA R. BROWN,
Testator and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as his Last Will and
Testament, and he had signed willingly and that he executed it as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the Testator, signed the Will as witness and that to the. best of his
knowledge, the Testator was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
---'.-F"-- - )
/<>-. /,." -> , = /X<;: iL-.A. ( /'
. . ._._~"..I/( _/ ../ "L-' \.,..,/
JOSEPH E./GIANCOLi, JR. - TESTATOR
Witness
\ .f/~~ \e ~
Witness
Subscribed, sworn to and acknowledged before me by JOSEPH F. GIANCOLI, JR.,
the Testator, and subscribed and sworn to before me by VALERIE F. GSELL and
PATRICIA R. BROWN, witnesses, this
2(, tL
day of
/1~1
2004.
{hIU 7S ~~~
/'
Notary Public
NOTARIAL fA
ANN B. SENSENICH, NOTARY PUBLIC
CARLISLE BORO., CUMBERLAND COUNTY
MY COMMISSION EXPIRES MAY 13 200
______01/28/05 13:30 FAX 716 ~42 4306
M&T Corporate Secretary
141001
M&T BANK CORPORATION
MANUFACTURERS AND TRADERS TRUSTCONWANY
DATE: January 28, 2005
TO:
INDIVIDUAL:
FIRMfCOMJ>ANY NAME:
STREET ADDRESS:
CITY/STATE/ZIP:
RECIPIENTS FAX #:
FROM: INDIVIDUAL:
DEPARTMENT/FLOOR:
SENDERS FAX #:
One M& T Plaza
Buffalo, New York 14240
NO. OF PAGES (including cover sheet)
.KS
Patricia R. Brown
Salzmann Hughes PC
10 West Pomfret Street
Carlisle, PA 17013
717-243-0946
PHONE #:
717-249-3024
Arnie M. Wheeler
Office of the Corporate Secretary, NY-MTP-12
716-842-4306
PHONE #:
716-842-5986
IF DOCUMENT WAS NOT COMPLETEL Y/SATISFACTORIL Y TRANSMITTED, PLEASE CONTACT:
NAME: Bill Miori
MESSAGE:
PHONE NO.: 716-842-4288
The information contained in this facsimile communication is privi1e~ed and/or confidential and 1S inlended only [or the use of the individual or entity
named above. If the reader of this communication is Mt the intended recipient or the employee Or agent responsible to deliver ir ro rhe inrended ~cipienl,
you lire hereby norified thar any dissemination, distribution or copying of this COIDJT1unicarion is stl'icrly prohibired. If you have ro:ceived this
communi\;a\.ion in error, please immediatel)' notifY US by telephone, and retWTI the original to us at the above address via the U.S. PoSTal Service.
01/?~/05 13:31 FAX 716 842 4306
Registrar and Transfer - Account 111Quiry
M&T Corporate Secretary
Account Inquiry
M&T BANK CORPORATION # 5236
ALPHA-KEY: GIANCOLI
JOS~PH F GIANCOLI JR
265 ALTERS ROAD
CARLISLE, PA 17013-0000
JOS
F TAX-ID: 188-32-4474
BOOK
CERTIFICATE FORM
REINVESTMENT
NO ACH
EXTERNAL ACCOUNT NO:
BROKER NUMBER:
RIA BROKER CODE: CERTIFI~TI;.:?"
RT ACCOUNT NO: 3523646008
L:: ""Sel,ectiOn, Me,:::-~..,~ [.":"LqOk-.A:-:~,~:J::,E7,~:,,,,:J l":;'~,gout: J
Powered by zlWcb-Host
2005
!4J003
Page 1 of 1
TOTAL SHARES HELD:
45.0000
SHARES HELD IN:
0.0000
45.0000
0.0000
'TRANS HISTORY
FriJan2813:09:14
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01128/05 13.: 31 FAX 7.16 842 4306
Reo-istrar and Transfer. Certificate Detail
to>
M&T Corporate Secretary
l4J004
Page 1 of 1
Certificate Inquiry
M&T BANK CORPORATION # 5236
<
ALPHA KEY: GIANCOLI JOS F
JOSEPH F GIANCOLI JR
CERT-NO PREF DENOM ISS-DATE RSN SHEET CAN-nATE RSN SHEE~ STATUS
01- 0021510 MT 00000045.000 12/16/2004 02 023930
02-
03-
04-
05-
06-
07-
08-
09-
10-
NO MORE CERTIFICATES
C. "A~,C:,9~~~, :,I~quiry ;,'::.:.l [: .~C?9",?':;l,t" J
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Fri .Tan 28 13:09:23
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01/28/05 13:31 FAX. 716 842 4306 M&T Corporate Secretary
MTB: Historical Prices forM&T BANK CORP - Yahoo! Finance
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SI:T DATE RANGE
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ADVERTISEMENT
-'---~-" ,'- .._--, '-'.'-'-'--~" ......\
Start Date: : Dee rg~@;: 16 ! ' 2004 : Eg. Jan 1, 2003
________......1 "._" ,\. .w._...._..~_._.
End Date: : Dee vI:!1l!: 27 ; : 2004 :
. '.~ ".'___._.. I . .. '___.ri.~.J ___....__ _.... . . .
@Daily
o Weekly
o Monthly
8 Dividends Only
[",Get Pric:.s:, )
First I Prev I Next I Last
PRICES
Date Open High Low Close Volume Adj
Close'"
27 -Dec-04 108.27 108.40 107.12 107.12 158,400 107.12
23-Dec-04 1 07.64 108.42 107.46 108.01 174,900 108.01
22-Dec-04 107.00 107.99 106.96 107.47 343,800 107.47
21-Dec-04 105.00 106.61 105.00 106.53 231,500 106.53
20-Dec-04 104.65 105.79 104.62 104.92 258,500 104.92
17 -Dec-04 103.90 104.99 103.90 104.15 483,100 104.15
16-Dec-04 104.50 104.80 103.97 104.53 305,100 104.53
'" Close price adjusted for dividends and splits.
First I Prev I Next I Last
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1/28/2005
NCFCU
New Cumberland Federal Credit Union
P.O. Box 658 New Cumberland, PA 17070-0658
Phone: (717) 774-7706 . 1-800-716-2328 . Fax: (717) 774-7996 . Web: www.ncfcuonline.org
DATE I - ). 1 - D .:;
ACCOUNTTITLE L::JC'~~, r:=- G:t\.vc..:\:
DATE ACCOUNT ESTABLISHED ~ ~ q ~
JOINT OWNER
It.. / "" to. i.....
IV L IV \. "
DATE JOINT OWNER ESTABLISHED
ACCOUNTNUMBER~>S L;Lf A
BALANCE AT TIME OF DEATH
(INCLUDING INTEREST)
S 15'1 . i I
S3
S4
CD
SINCEREL Y,
.
I ... .0-: ~ 'r\.- c ,YI cL \. ~I.,. \.,U'\..e
.\'(d
U ,.>~../
DONNA MAE MAINIER
. .
RE: Joseph F. Giancoli, Jr.
DATE OF DEATH December 27, 2004
ACCOUNT INFORMATION
X CHECKING
SAVINGS
____CERTIFICATE OF DEPOSIT
SAFE DEPOSIT
SHARES OF STOCK
DATE OPENED 10/01/2004
ACCOUNT NUMBER 34-12830
DATE CLOSED
still open
ACCOUNT BALANCE AT DATE OF DEATH
$ 2,655.73
ACCRUED INTEREST
$
00.00
TOTAL ACCOUNT BALANCE $ 2,655.73
NAME(S) ON ACCOUNT Joseph F. Giancoli, Jr.
REGISTRATION OF ACCOUNT Individual
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAVINGS
___CERTIFICATE OF DEPOSIT
SAFE DEPOSIT
SHARES OF STOCK
DATE OPENED
DATE CLOSED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
REGISTRATION OF ACCOUNT