HomeMy WebLinkAbout05-11-07
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15056041147
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
OFFICIAL USE ONLY
county Code Yeer
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File NLmber
0278
Date of Birth
214097027
03092007
12291916
Decedent's Last Name
SuffIX
Decedent's First Name
HOPKINS
JR.
WILLIAM
MI
A
(If Applicable) Enter Surviving Spouse's Infonnatlon Below
Spouse's Last Name
SuffIX
Spouse's First Name
RUTH
MI
E
HOPKINS
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 D 2. Supplemental Return
D 4. limited Estate D 4a. Future Interest Compromise
(date of death after 12-12-82)
00 6. Decedent Died Testate D 7. Decedent Maintained a Uvlng Trust
(Attach Copy of Will) (Attach Copy of Trust)
D 9. litigation Proceeds Received D 10 Spousal Poverty Credit ~daIe of death
. b81ween 12-31-91 and -1-95)
D
D
3. Remainder Return (date of death
prior to 12-13-62)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
JERRY A. WEIGLE ESQUIRE 7175327388
Finn Name (If Applicable)
WEIGLE & ASSOCIATES. P.C.
REGISTER OF WILLS USE DNL Y
'. ! L....J
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",
First line of address
126 EAST KING STREET
Second line of address
-'~,
.. ~-:!
City or Post Office
SHIPPENSBURG
State
PA
ZIP Code
17257
DATE1=lir D
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Correspondent's e-mail address:
Under penalties of perjury. I declare that I have examined this return, Including accornpan}'ing schedules and statements, and to the best of my kn~ 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.
SIGNATURE OF PERSO LE FOR FI NG RETURN DATE
William Alfred Hopkins III
ADDRESS
DATE
S-~-(/J
126 East King Street, Shippensburg, P
L
Side 1
15056041147
:LS056041147
~
--.J
1SDSbDlf2lalf8
REV-1500 EX
Decedent',Name: William A. Hopkins Jr.
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
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) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line f4'twble
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
241.091 78
15.
o 00
16.
o 00
17.
o 00
18.
19. Tax Due................................ ............................. ................. ............. ........... ............... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L
Side 2
laSDSbDlf2lalf8
Decedent's Social Security Number
214097027
242.279.15
242.279 15
1.187 37
1.187 37
241.091 78
241.091.78
o 00
o 00
o 00
o 00
o 00
D
laSDSbDlf2lalf8
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0278
DECEDENrs NAME
William A. Hopkins Jr.
STREET ADDRESS
Swaim Health Center
CITY I STATE IZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
0.00
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
0.00
TotallnterestlPenalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5) 0.00
(5A)
(58) 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;.................................................................................. D [!]
b. retain the right to designate who shall use the property transferred or its income;.................................... D [!]
c. retain a reversionary interest; or.................................................................................................................. D [!]
d. receive the promise for life of either payments, benefits or care?.............................................................. D [!]
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 [!]
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. S9116 (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 P.S. S9116 (a) (1.1) (ii)]. The statute does not exemDt 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. S9116 (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. ~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 twelve (12) percent [72 P.S. S9116 (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-16O& EX+ (8-88)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hopkins, William A. Jr.
FILE NUMBER
21-07-0278
Include the proceeds of "ligation end the date the proceeds were received by the e8l8le.
All property joInt1y-owned with the rlght of eurvlvorshlp must be dlaclo..d on echedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 F & M Trust Checking Account #34-32890 4,762.59
Accrued interest on Item 1 through date of death 0.91
2 F & M Trust Money Market Account #70-85214 219,050.50
Accrued interest on Item 2 through date of death 400.35
3 Series EE Bonds 13,064.80
4 Series HH Bond 5,000.00
TOTAL (Also enter on Line 5, Recapitulation)
242,279.15
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
. REV.11M EX+ (12.18'
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hopkins, William A. Jr.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-47-4278
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Weigle & Associates, P .C. 750.00
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, Cumberland County 58.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 379.37
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 1,187.37
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
. Rev.150J EX+ (lI-91)
*'
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hopkins, William A. Jr.
FILE NUMBER
21-07-0278
ITEM
NUMBER
1
DESCRIPTION
Carlisle Sentinel - advertising Letters Testamentary
AMOUNT
202.37
2
Cumberland Law Journal - advertising Letters Testamentary
75.00
3
Register of Wills, Cumberland County - 3 Short Certificates
12.00
4
Register of Wills, Cumberland County - filing PA Inheritance Tax Return
15.00
5
Register of Wills, Cumberland County - filing Family Settlement Agreement
75.00
Subtotal
379.37
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
-T
. REV.1613 EX+ (1-lIO)
.
SCHEDULE ~
BENEFICIARIES
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Hopkins, William A. Jr.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
C1istributions,,( and transfers
under Sec. ~116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not uat Truateelel
FILE NUMBER
21-47 -4278
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
1
Ruth E. Hopkins
clo William A. Hopkins, III
5 Orchard Lane
Newville, PA 17241
Spouse
One Hundred
Percent
241,091.78
Total 241,091.78
Enter dollar amounts for distributions shown above on lines 5 throuah 18, as appropnate, 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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
.fa6t Will and g e6tament oj
William a.. :JUpfUn6 ,'ft..
I, WILLIAM A. HOPKINS, JR., of Upper Miffin Township, Cumberland County,
Pennsylvania, being of sound mind and memory declare this to be my Last Will and Testament
and revoke any will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the administration of my estate.
ITEM II: I give, devise and bequeath all of my estate of every nature and wheresoever
situate to my wife, RUTH E. HOPKINS, provided she shall survive me by thirty (30) days.
ITEM III: Should my wife, RUTH E. HOPKINS, predecease me or die on or before the
thirtieth day following my death, then I give, devise, and bequeath all of my estate of every
nature and wheresoever situate to my issue per stirpes living on the thirty-first day following my
death in shares of equal value, share and share alike.
(': 1]
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<.i ':J '..... ,I
ITEM IV: I direct that an taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jmisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM V: I appoint WILLIAM A. HOPKINS, ill and DOROTHY ANNE JONES,
Co-Executors of this, my Last Will and Testament.
ITEM VI: I direct that my Executors or their successor shall not be required to give
bond for the Wthful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and
T~ written on ~ sheets of paper, dated this :l.~day of November, 2003.
~C~
WILLIAM A. H S
(SEAL)
The preceding instrument, comisting of this and I other typewritten page(s), each
identified by the signature of the testator, WILLIAM A. HOPKINS, was on the day and date
thereof signed, published and declared by WILLIAM A. HOPKINS, the testator herein named,
as and for his Last WiD, in the presence of us, who, at his request, in his presence, and in the
presence of each other, have subscribed our names as witnesses hereto.
residing at
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C19
residing at
2
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COMMONWEALTH OF PENNSYL VANIA
: SS
COUNTY OF CUMBERLAND
We, WILLIAM A. HOPKINS, the testator in, and the undersigned witnesses to, the
will, the attached or foregoing instrument, who have signed the instrument, having been qualified
according to Jaw do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed the instrument as
my will, that I signed it willingly and as my free and voluntary act for the purposes
therein expressed; and
~that~the~~~~~and~the~~~~~~
the instrument as his will, that he signed it willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each ofus in the hearing and
sight of the testator signed the will as a witness and that to the best of our
knowledge the testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
~--
Wll..LIAM A. 0
~ kL-~
;ii. ./CfI~
WItness
Subscribed to and subscnDed or
affirmed and acknowledged before me
by William A. Hopkins, the testator
and the witnesses whose names are signed above
tbis~ () day of November, 2003.
~Jw~
Notary blic
-
.lUWI"~:r'coum
,,=,"C:OlreiPiRES MARCH G toOL
3
r7-~
wnJintrnsfome.cow'
April 6, 2007
Weigle & Associates, PC
Attorneys-at-Law
126 East King Street
Shippensburg PA 17257
RE: William A Hopkins Jr
Mr. Weigle:
In reference to the above customer, our records show the enclosed information to be
accurate as of March 9,2007.
If I may be of any further assistance, please contact me.
Sincerely,
~t0 e10CLth0
Karen E Davis
A VP, Deposit Operations
717-264-6116888-264-6116 P.O. Box.6010 Chamber:sburg, PA 17201-6010
f U4A.N,Cr A t:$O"LUT to.,. S ..",FRO.M ~'E OPtE Y,OU KNOW,
'Wn:fiDtl'nsfoDllne.com
Date of Death Valuations
Customer Name: William A Hopkins Jr
Date of Death: 03109107
AcctTvoe Account Number ODen Date Close Date Balance Accrued Int Total Balance Account Owners
Checkina 34-32890 0412812003 0312612007 $ 4 762.59 $ 0.91 $ 4,763.50 William A Hopkins Jr, Individuallv
~onev Marke 70-85214 07/12/2005 0312612007 $ 219,050.50 $ 400.35 $ 219,450.85 William A Hookins Jr, Individuallv
717-264-6116 888-264-6116 P.O. Box 6010 Chamber,sburg, PA 17201-6010
FINANCfAL SO,lt,OtIQ.NS...FROM ItEO'LE y,aU K.NOW
.
Calculated Value of Your Paper Savings Bond(s)
Page 1 of 1
Calculated Value of Your Paper Savings Sondes)
HOW TO SAVE YOUR INVENTORY
Calculator Results for Redemption Date 03/2007
Total Price
$4,500.00
Total Value
$13,064.80
Total Interest
$8,564.80
YTD Interest
$0.00
Bonds: 1-10 of 10
. IS. D Issue Next Final . Issue Interest Interest V I Note
Serla # erles enom Date Accrual Maturity Price Rate a ue
013075889 EE $500 10/1986 04/2007 10/2016 $250.00 $526.00 4.00% $776.00
EE
013075888 EE $500 10/1986 04/2007 10/2016 $250.00 $526.00 4.00% $776.00
EE
~i7192680 EE $1,000 10/198604/2007 10/2016 $500.00 $1,052.004.00% $1,552.00
~i7192681 EE $1,000 10/198604/2007 10/2016 $500.00 $1,052.004.00% $1,552.00
~i7192682 EE $1,000 10/198604/2007 10/2016 $500.00 $1,052.004.00% $1,552.00
~i719268 EE $1,000 10/198604/2007 10/2016 $500.00 $1,052.004.00% $1,552.00
~i7192684 EE $1,000 10/198604/2007 10/2016 $500.00 $1,052.004.00% $1,552.00
~i7192685 EE $1,000 10/198604/2007 10/2016 $500.00 $1,052.004.00% $1,552.00
~~4905523 EE $1,000 11/1992 OS/2007 11/2022 $500.00 $600.40 4.00% $1,100.40
~~4905524 EE $1,000 11/1992 OS/2007 11/2022 $500.00 $600.40 4.00% $1,100.40
http://www.treasurydirect.gov/BC/SBCPrice
4/3/2007