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Home My WebLink About05-14-07 15056051047 REV-15QO EX (06.05) PA Department of Revenue OFFICIAL U5E ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County coda Year File Number PO BOX 280801 Haltisbtlrg, PA 17128-osol RESIDENT DECEDENT 2 1 0 7 0 0 1 7 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 210 22 79.53 OZ x.420 07 44031 922' Decedents Last Name Suffix Decedent's First Name MI BEN NICK_ WAL'TE R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name ___ __ Suffix Spouse's First Name Ml Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - REGISTER OF WILLS FILL INAPPROPRIATE OPALS BELOW 1. Original Return ~ p 2. Supplemental Return C~ 3. Remainder Return (date of death prior to 12-13-82) +~ 4. Limfted Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required , death after 12-12-82) C::~~j 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) t~ 9. Lkigation Proceeds Received C7 10. Spousal Poverty Credit (date of death Q 11. ElecBon to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name __ . Daytime Telephone Number KEITH 0. BR~ N NEMAN 71 7 697 8'528 Firm Name (If Applicable) S N E L B A K E R & B R E N N E M A N First line of address 4,4 WEST M AIN STR,E ET Second line of address City or Post Office State ZIP Code . -;. ~_~ ~~ -~ .:~ c' :i , ,..' _ _; ; ,--~ ME CHA NICS BURG PA' 1:70!55 ca , Correspondent's a-mail address: Under penaMies of pery'ury, I dedare that I have examined this return, induding accompanying sdiedules and statemergs, and to the best of my knowledge and belief, it is true, correct and complete. Declaretk>n of preperer other than the personal representatlve is based on all infonnatlon of which preparer has any knowledge. SIGNAT_UjtE OF PERSON~SPON$iBLE FOR FtLIfIG RETURN , Executor ~$~//~p'~ 199 Eddington Avenue, Harrisbur PREPARER OTHER THAN REPRESENTATIVE PA 17111 7 A~~R~s Main Street, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051047 15056051047 J 15D5605~D48 REV 1500 EX Decedent's Social Security Number De~ede~rg Name. Walter Bennick 2 1 0 2 2 7 9 5 3 RECAPITULATION ,.. 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ...................:................... 2. 3. Closely Heid 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. 2 2 ~ 2 7 4 . 4 S 6. Jointly Owned Property (Schedule F) CT Separate Biling Requested ....... 6. 7. Inter-Vryos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Groaa Assets (total Lines 1-7) .................................... 8. 2 2' 2 7 4. 4 5 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 8 ~ 9 ~ 6 6 8 10. Debts of Decedent, Mortgage Liabilities, r~ Liens (Schedule I) ................ 10. ' ' ~ ~ $ . ~ 1 11. Total Deductions (total Lines 9 & 10) ................................... 11. 9 ~ 6 9 4_ • 9 9 12. Net Value of Estate (Line 6 minus Line 11) .............................. 12. 1 2 , 5 7 9 4 fi 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. ' 1 2 , 5 7 9 . 4 6 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. 15. 16. Amount of Line 14 taxable at lineal rate x .o ~/ 5 1 2 ,.5 7 9 '• 4 6'' 16. 5 6 b' 0 8 17. Amount of Line 14 taxable - at sibling rate X .12 17. 16.' Amount of Line 14 taxable at collateral rate X .15 1g, . 19. TAX DUE ....................:.................................... 19., `~ 6 f> ~'0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056D52048 15D56D52D48 t REV-1500 EX Page 3 Decedent's Complete Address: Flle Numbs DECEDENTS NAME Walter Benneck STREET ADDRESS 4341 Carlisle Pike CRY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 L'me 19) 2. Credits/Payments A. Spousal poverty Credit _ B. Prior Payments G. Discount 3. lnteresUPenaRy if applicable D. Interest E. Penalty (1) 566.08 Total Credits (A + g + C) (2) 28.30 Total InteresUPenalty (D + E ) 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. 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 537.78 (5A) (5B) 537.78 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 :.......................................................................................... ^ 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? .............................................................................................................. ^ 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 Arxount, 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 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. §9116 (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. §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 ftling 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. §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 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 172 P.S. §9116(a)(1.3)]. Asibling 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-1508 EX+ (8-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scN~ou~ ~ CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY __ ESTATE OF FILE NUMBER Walter Bennick 21-07-0177 Indude the proceeds of Ntlgatlon and the date the proceeds wero received by the estate. All properly Jolntiy-owned with right of survivorship must be dbcMsed on Schedule F. 1 I CM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1994 Fard Mustang 5,300.00 2. Miscellaneous furnishings, furniture and personal effects 250.00 3. M & T Bank, Money Market account No. 950742614 10,001.20 4. M & T Bank, checking account No. 15048462 5,546.28 5. Miscellaneous coins from safe deposit box 697.51 (appraised value) 6. Rent refund -Murphy Rentals 100.00 7. USS Pension Fund Benefit 254.59 8. Comcast refund 24.87 9. Cumberland County Veterans Affairs -funeral benefit 100.00 TOTAL (Also enter on line 5, Recapitulation) S I 22, 274.45 (If more space is needed, insert additlonal sheets of the same size) REV-1510 EX+ (5.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpVLE Q INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Walter Bennick 21-07-00177 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV 1500 COVER SHEET is ves. REM NUMBE __ DESCRIPTION OF PROPERTY iNCUrDE TFSi NAME OF THE TRANSFEREE, THEIR RElAT10NSYMP ro DECEDENTAND TFffDATEOFTRANSFER ATTACHACOPYaFTHEDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET % OF DECD'3 INTEREST EXCLUSION FAFF'LIGAB TAXABLE VALUE t• AIG Life Insurance Contract No. 02548421. 5,113.12 100x 100 -0- Transferees: Gregory A. Bennick and Debra E. Hoopes, children of Decedent. Date of Transfer: February 14, 2007 (date of death) 2. CIGNA Group Life Insurance Policy No. FLX 3,000.00 100 100 -0- 961057-. Transferees: Gregory A. Bennick and Debra E. Hoopes, children of Decdecent. Date of transfer: February 14, 2007 (date of death) TOTAL (Also enter on line 7 Recapitulation) S ~ -0- (if more space is needed, insert edditbnal sheeffi of the same size) REV-1511 EX+ (10-06) scNEOU~E x COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FlLE NUMBER Walter Bennick 21-07-00177 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1• Robert G. Foust, Jr. Funeral Home $4,311.13 B. ADMINISTRATIVE COSTS: 500.00 1. Personal Representative's Commissions Name of Personal Representative(s) Gregory A . Bennick Street Address 196 Eddinstton Avenue Harrisburg PA 17111 cry state zp Year(s) Commission Paid: 2007 2. AttomeyFees to Snelbaker & Brenneman, P. C. 3,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city state zlp Relationship of Claimant to Decedent 4. Probate Fees to Register of Wills ($99.00) ; additional probate fee ($15.00) 114.00 5. Acbountant's Fees , miscellaneous administrative expenses; reserve 750.00 s- la~fll~ai~~aa~~iE~tx Coin appraisal fee - Herman's 35.00 ~• Advertise Letters Testamentary: a. Cumberland Law Journal $ 75.00 b. The Sentinel 151.55 226.55 TOTAL (Also enter on line 9, Recapitulation) ; 8.936.68 (If more space is needed, insert additional sheets of the same size) REV-1512 EXr (12-03) SCNEp1~~E 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERRANCE TAX RETURN MORTGAGE LIABILITIES & LIENS ~ RESIDENT DECEDENT ESTATE OF FILE NUMBER Walter Bennick 21-07-00177 Report debts Incurred by tlw dseedent prior to deatll which n:malnsd unpaid as of the date of death, including unnimbursed medkal expense. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~` West Shore EMS -payment on account $ 471.54 2. Verizon -payment on account 3.61 3. PP&L -payment on account 129.92 4• IDT Corporation -payment on account 41.87 5. Zlotoff, Gilfert & Gold, P.C. 36.78 6. I.D.T. -payment on account 40.41 7. Verizon -payment on account 21.84 8. Hampden Township Ambulance -payment on account 12.34 TOTAL (Also enter on line 10, Recapitulation) ; 1758.31 (If more space is needed, Insert additional sheets of the same size) REV 1513 EX+ (9.00) SCMEptILE J COMMONWEALTH Of PENNSYLVANIA BENEFICIARIES INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Walter Bennick 21-07-0177 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY t>o Not List Trustss(s) OF ESTATE I TAXABLE DISTRIBUTIONS [nclude oufdght spousal dlstribuUons, and transfers under Sec. 9116 (a) (1.2)] 1. Gregory A. Bennick Son 1/4 residue 196 Eddington Avenue Harrisburg, PA' 17111 2. Debra E. Hoopes Daughter 1/4 residue 171 Little Washington Road Downingtown, .PA 19335 3. Sarah Hoopes Granddaughter 1/4 residue 171 Little Washington Road Downingtown, PA 19335 4. Emily Hoopes Granddaughter 1/4 residue 171 Little Washington Road Downingtown, PA 19335 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROU GH 18, AS APPROPRIATE, ON RE V•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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (n more Space IS n@eCetl, Insert aOOitionel sheets of the 38rt1e slZe) T~~ST WILT• p1JD TESTAw~'r 4E I, WALTER BENNICR, of Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid uw ors~ccs SNELBAKER BRENNEMAN las soon as practical after my death by my Executor hereinafter named. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my son, GREGORY A. BENNICK, my daughter, DEBRA E. HOOPES, my granddaughter, EMILY HOOPES, and my granddaughter, SARAH HOOPES. 3. In the event my son or either of my two granddaughters named above shall predecease me, I direct that the share that he 'or she would have .received hereunder be divided equally among the surviving beneficiaries above named. in the event my daughter, DEBRA E. HOOPES shall predecease me, I direct that the share that she would have received hereunder be divided equally between EMZLY HOOPES and SARAH HOOPES. 4. I hereby nominate, constitute and appoint my son, GREGORY A. BENNICK, as Executor of this my Last Will and Testament, to serve without bond to secure the faithful performance of his duties in the Commonwealth of IlPennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on Two (2) pages this 14th day of October, 1994. .--- - SEAL) Walter- n ck Signed, sealed, published and declared by WALTER BENNICK, 'the Testator above named, as and for his Last Will and Testament, lin our presence, who, in his presence, at his request, and in the .presence of each other, have hereunto subscribed our names as attesting witnesses. ~~~~ / / ltllt'l'~ll~Z.. ( SEAL) ~; ~~ ~' ( SERI, uw orr~ees SNELBAKER BRENNEMAN -2- COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) ' We, WALTER BENNICK, KEITH O. BRENNEFiAN, ESQUIRE and SUSAN L. ~ZYCH, the 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 that 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 or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~.~ ' estator ~ W tness W tees ~- Subscribed, sworn to and acknowledged before me by WALTER Testator, and subscribed and sworn to before me by KEITH • BRENNElY1AN, ESQUIRE and SUSAN L. ZYCH,.witnesses, this 14th day October, 1994. ~_ ~ ~1'. No ary Public uw ornecs ~~c~ SNELBAKER ~~~ WI~iO~ BRENNEMAN ~C.«Ff EIi~IB8UBG91,1984 II ~