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Home My WebLink About01-29-07 ~ 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 0040 Date of Birth 224-54-5157 11/03/2006 09/08/1941 Decedent's Last Name Suffix Decedent's First Name MI Hoffler Richard T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Hoffler Barbara J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 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. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Gregory R. Reed, Esq. Firm Name (If Applicable) (717) 238-0434 REGISTER~F WillS ustqNL'l "1 ;Il First line of address c.. 3120 Parkview Lane , ,,) \.t) Second line of address -'.:J , I City or Post Office State liP Code OAlC'I,:'L cO ...,) ) . I f',,) Harrisburg PA 17111 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, SI,GN\AT~E OF ~ERSON RESPONSIBLE :OR FILING RETURN !:o6~ E ~(; 2~/2..Dd7 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS ---_._-------~----_.._-------~~--_.__._-- PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 ---.J . ~ --l 15056052059 REV-1500 EX Decedent's Name: Richard T Hoffler RECAPITULATION 1. Real estate (Schedule A). .......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & 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 1-7). . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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).................. .......... .... ... 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 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. TAX COMPUTATION - 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. 16. Amount of Line 14 taxable at lineal rate X .0_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 224-54-5157 Decedent's Social Security Number 2. 15056052059 15,578.06 15,578.06 15,578.06 15,578.06 0.00 0.00 --.J REV-1S(j0 EX Pag~ 3 Decedent's Complete Address: File Number 21 07 0040 DECEDENTS NAME DECEDENT'S SOCIAL SECURITY NUMBER Richard T Hoffler 224-54-5157 ~- STREET ADDRESS 131 Cambridge Drive CITY I STATE i ZIP Mechanicsburg i PA 17055 I I Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 Total Credits (A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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) A. Enter the interest on the tax due. (5A) (5B) 0.00 0.00 0.00 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 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;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [iJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [K] 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 39116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 PS. 39116 (a) (1.1) (ii)l. 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 twenty-one 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 zero (0) percent [72 P.S. 39116(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 four and one-half (4.5) percent, except as noted in 72 P.S. 39116(1.2) [72 P.S. 39116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 39116(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. SCHEDULE "E" CASH, BANK DEPOSITS AND ISCELLANEOUS PERSONAL PROPERTY ESTATE OF: Richard T. Hoffler ITEM NUMBER DESCRIPTION 1. MetLife Total Control Account #4052290778 (See copy of statement from MetLife attached hereto, marked Exhibit" 1 " and incorporated herein by reference). FILE NO. 21-07-0040 VALUE AT DATE OF DEATH $ 15,578.06 SCHEDULE "J" BENEFI CIARIES ESTATE OF: FILE NO. 21-07-0040 Richard T. Hoffler ITEM NAME AND ADDRESS NUMBER OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. Barbara Jean Hoffler 131 Cambridge Drive Mechanicsburg, P A 17055 Wife Residue A. Taxable Bequests: B. Charitable and Governmental Bequests: None ~etLife 700 QUAKER LANE PO BOX 320 WARWICK RI 02887 lJu~---dAJ~ MetLife J tJ - ,,73-oc: October 10, 2006 RICHARD T HOFFLER 131 CAMBRIDGE DR MECHANICSBURG PA 17055 RE: Policy # 697 134 721 A Insured: RICHARD T HOFFLER Dear Policyholder, Your Endowment is reaching an important milestone. As of November 11, 2006 the maturity value of $15578.06 becomes payable to you. You may now take advantage of one of several choices available under the provisions of your policy. We encourage you to contact your Metlife Representative to discuss the options available to you. A breakdown of the maturity value of this policy is shown below: Items Payable Maturity Amount Paid-Up Add'l Insurance Terminal Dividend 5000.00 10328.06 250.00 Total Payable 15578.06 Endowment Gain 10166.81 You may choose one of the options provided by your policy as described below or discuss with your Metlife Representative to determine what other options may be available to you. If you wish to receive the maturity value of your policy in one lump sum, you should consider choosing the Total Control Account Money Market Option, which is described in the enclosed brochure. With this option, the maturity value will be deposited in an account in your name, earning interest at money market rates and giving you complete access to all of your funds. Or, if you prefer, you may choose to have a check for the maturity value sent directly to you. To open a Total Control Money Market or request payment by check, please mark the appropriate box in the Request for Payment of Proceeds section of the enclosed Matured Endowment Request Form. Sign the form where indicated and return it with your policy to the address printed on the back of the form. Gregory R. Reed Attorney At Law 3120 Parkview Lane Harrisburg, Pennsylvania 17111 Phone: (717) 238-0434 * Fax: (717) 238-8469 e-mail: lawoffice(cDepix.net January 26, 2007 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Richard T. Hoffler, deceased Date of Death: November 3,2006 Estate No. 21 070040 Dear Ms. Farner: Enclosed find an original and two copies of an inheritance tax return to be filed forthwith. A check in the amount of $15.00 is also enclosed. Please return a "stamped" copy of the inheritance tax return to my office in the enclosed self-addressed, stamped envelope. .- ", ..c:::::: '--.5.. Gregory R. Reed GRR/na Enclosures pc: Barbara J. Hoffler ,..-.....) ['.) 1...0 (.,,) r.....) ('J ("".:1 '.--.~ " I; I ", ' ... 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