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Home My WebLink About12-18-06 (2) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT CFriCj~...L J::F G;~L '( ilB/1500EX. (1-97) ~ C~MMON:~:YLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG PA 17128-0601 w ..., li/:~1Il oll:li/: wo.o :1;00 oll:...l o.m 0. 0<( z o t=; ~~ ~:;) 0- :E o o t- Z W C W o W C -04-; -'"' YEAR REGISTER OF WILLS .... z W Q Z o 0. III W II: II: o o !Xl 1. Original Return 0 2. Supplemental Retum 0 3. Remainder Return (date of death prior to 12-13-82) o 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Return Required o 6. DecedentDied Testate (Attach copy ofWlIJ) 0 7. Decedent Maintained a Living Trust (Attach copy ofTrusQ _ 8. Total Number of Safe Deposit Boxes 0"9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31.91 and 1.1.95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0) "'~1'1:'I1~:~!;~"Iit~~MQ~tlS;l;Jfl(::~M~lJ;Q\.~!iil#1~~tt.~~$~Qt'lt1~~!Sfi~tIlt~C.It{If"I:llt~~liJ~J#)~I" ;.t~t~A.'J"J~~'-.;S1--lqVl,D.J3E;...PIRE;C:rED TO: NAME COMPLETE MAILING ADDRESS James M. Baeh Attorney At Law 352 s. SRorting Hill, Rd. FIRM NAME (If Applicable) Meehan i csburg, PA 17050 1. Real Estate (Schedule A) (1) . (2) (3) CO (4) ):!so 3:: (5) 1..0 w (6) (7) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ...J ::J t- ii: <( o w Q:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1"7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 4 8. 5 6 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. Net Value Subjectto Tax (Line"12 minus Line 13) 15. Amount of line 14 taxable at the spousal tax rate See instructions on reverse 16. Amollnt of line 14 taxable at rate 17. Amount of line 14 taxable at rate (12) (13) ( .12 18. Tax Due 1 9 , 6, 4 4. 22 12/18106 12/18/06 Decedent's Complete Address: STREET ADDRESS 5345 Oxford Circle CITY Mechanicsburg I STATE I ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) $19,,644 LZ2 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestJPenalty (D + E) (3) 4. If line 2 is greater than line 1 + line 3, enter the difference. This Is the OVERPAYMENT. Check box on Page 1 Line 19 to request a refund (4) 5. If line 1 + line 31s greater than line 2, enter the difference. This is the TAX DUE. (5) ~, 644. ?? A. Enter the Interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This Is the BALANCE DUE. (58) $19. fi44 ?? Make Check P~able to: REGISTER OF WILLS, AGENT - ~ m~1 nr I_11TH flllTIlI.. ~1l m ~rl flln1 1 U PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes ~ a. retain the use or income of the property transferred; .............................................................0 b. retain the right to designate who shall use the property transferred or its income; ................ 0 c. retain a reversionary interest; or............................................................................................. 0 lZJ d. receive the promise for life of either payments, benefits or care? ......................................... 0 [] 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................. 0 l!J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...................................................................................................................... 0 E!J 4. Did decedent own an individual retirement account, annuity, or other non-probate property? ....0 IiJ 111~1 N t\y J),\O\.p \d\~~ vJ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. 72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. 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 JANUARY 1, 1995 - Please answer the following question by placing an "x" in the appropriate space. Did the decedent create a trust or similar arrangement which is solely for the surviving spouse's benefit for his or her entire lifetime? Yes 0 No [] If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). ~M~. COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FIlE NUMBER SORTI NO. JEAN All property jolntJy-owned with right of sUlVivorshlp must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $3,249 57 Shares of Met Life at $57 per share $3,249 REV.151l11 EX +ll.f7J . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMO~THOFPENNSYLVAN~ INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SORTINO, JEAN FILE NUMBER Include the proceeds of litigation and the dale the proceeds weill received by the eslate. AU property jolnlly-owned with tile right of sUlVlvorshlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. Cash on hand $ 276.00 2. Wachovia Bank Checking Account Acct. #1010110580179 $98,688.25 3. Wachovia Bank money market account Acct. #1010110580357 $51,149.58 4. Bank of Harleysville checking account Acct. #295014 $19,862.59 5. 2001 Ford Taurus (Sold for $6,000) $6,000.00 $175,976.42 -, TOTAL (Also enler on line 5. RecaDilulalionl $ REV-15lfEX. (1.e1) . SCHEDULE H FUNERAL EXPENSES &. ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FlU: NU&R SORTI NO , JEAN Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Myers Funeral Home $2,000.00 1. ADMINISlRA lIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Ki'lth 1 ppn A Fmmp 11 SocIal security Number(s) fErN Number ot'PersonalRepresenfalive(s) SbeetAddress 4201 Gettys burg Rd. Lot 5 City CamDHill State PA Zip 17011 $8,961.27 B Year(s) Commission Paid: 2007 2. 3. AtlomeyFeesJames M. Bach, Family Exemption: (If deoedenfs address is not tile same as clalmanfs. aUach explanation) Claimant Sbeet Address $10,753.53 City Relationship of Claimant to Decedent Slate Zip 4. Probate Fees 5. Accountanfs Fees Miscellaneous $100.00 6. Tax Return Prepare!'s Fees 7. Register of Wills -- PrORate Cumberland Law Journal Patriot News U.G.I. PPL Veri.zon $340.00 $75.00 $259.17 $48.70 $85.85 $25.04 TOTAL (Also enteron line 9. Recapitulation) $ 22,648.56 . __....I!.!___. _L__.t_ -1&_ ___...1__' --~."" . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J' BENEFICIARIES ESTATE OF SORTI NO, JEAN NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Nineteen "feces and nephews at $1,500 each See Exhibit A 2. Kathleen A. Emmell 4201 Gettysburg Rd. Lot 5 Camp Hill, PA 17011 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(l) nieces and nephews Residue of estate AMOUNT OR SHARE OF ESTATE $28,500.00 $128,076.86 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO Tp;f..IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ EXHIBIT II All Nieces and Nephews of Jean Sortino 1. Anthony DeFazio RR3 Box: 3874' East Stroudsburg, PA 18301, 2. Johnny DeFazio 105 BuddelI Drive Exton, FA 13941 ..L 11., Larry VentresCa", --i','/ P.O. Box 463 Harleysville, PA 19483. 18. Jessie Ventresca 2164 Robin Drive Warrington, PA 18976 3. Rickey Ventresca 3316 West Shadow Glenn Drive Blue Springs, Missouri 64015 4. Ralph Ventresca 2480 16th Street North West Apt # 523 Washington, DC 20009 5. Laura Wright 204 Fourth Avenue Tuckerton, New Jersey 08087-2772 '6. DebbIe .H1egalskl 283 West th Street Ship Bottom, New Jersey 08008 7. Stephen Ventresca 7147 Guyer Avenue ghiladelphia, PA 19153 8. Paul Ventresca 2596 Latta Road ,Rochester, New York 14612 " ~ ~ ':",,;2..' 10. Gregory Emmell - 11. Dotllla Lee Ballard 112 West Calle Sauco Sahuarita, Arizona 85629 (520) 207-5050 12. Jennifer Emmell 10 E. Front Street AptG. Shiremanstown, P A 17011-6384 (717) 761-1369 Gregg. Emmell 721 Lock Haven Drive Huston, TX 7'7073 13. Michael Ventresca 141 High Street Sunbury, Ohio 43074 i'l. JeannIe Dupre 8600 South Claiborne Avenue Trailer #46 New Orleans, Louisiana 70118 I . 15. Peter Ventresca 833 Possum Lane Reading, FA 19606 16. Amy Bukowski 25 Trip Hammer Terrace Ithaca, New York 14850 1':1 tl ;1 ;fJ