HomeMy WebLinkAbout03-31-08 (2)
.-J
15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-D601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 06
1029
Date of Birth
192-30-0608
09/22/2005
11/30/1937
Decedent's Last Name
Suffix
Decedent's First Name
MI
Hoffman
Jacqueline
M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Hoffman
Benjamin
F
Spouse's Social Security Number
210-26-6641
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
<a: 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
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. B113(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 Day1ime Telephone Number
4. Limited Estate
a
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
Michael Cherewka, Esq
Firm Name (If Applicable)
Law Offices of
(717) 232-4701
624 North Front Street
REGISTER OF
ONLY
First line of address
Second line of address
City or Post Office
State
ZIP Code
DATE FILED
Wormleysburg
PA
17043
Correspondent's e-mail address:mcestateplanlaw@earthlink.net
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.
DATE
\ ~-). \ ler./i
I:: \ i\ \ .--/ () ',".\. ;:
\ .
DATE
___ 12/t8In-1'---~
Side 1
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15056051058
15056051058
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15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
Jacqueline
M Hoffman
192-30-0608
RECAPITULATION
1. Real estate (Schedule A).
.. .. . . . .. . ...... . .... . .. ... . . .. ... ..... 1.
0.00
2. Stocks and Bonds (Schedule B) . . . . . . . . . . .
............. 2.
11,29'1.00
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . .
......... 4.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
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.
130,816.95
D.OO
8. Total Gross Assets (total Lines 1-7). . . . . .
8.
142,107.95
5,99D.00
D.OO
9. Funeral Expenses & Administrative Costs (Schedule H). . . .
.......... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . .
. . . . . 10.
. 13.
5,990.00
136,117.95
0.00
11. Total Deductions (total Lines 9 & 10). .
. . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . .
. . 12.
14. Net Value Subject to Tax (Line 12 minus Line 13) ... . . . . . . .
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 00 136,117.95
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
. . 14.
136,117.95
19. TAX DUE. . .
15. 0.00
16. 0.00
17. 0.00
18. 0.00
. . . . . 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
15056052059
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REV-1500 EX Page 3
EJ!~NJ'J!lb~r
21 06 1029
Decedent's Complete Address: i ... ..
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Jacqueline M Hoffman 192-30-0608
STREET ADDRESS
1622 Holtz Road
- I STATE I ZIP
CITY
Enola PA 17025
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. InteresVPenalty 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)
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.
(5A)
(5B)
A. Enter the interest on the tax 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;.......................................................................................... D [K]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [K]
c. retain a reversionary interest; or.......................................................................................................................... D [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D iii
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D iii
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 PS. 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 exemot 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. S9116(1.2) [72 P.S. s9116(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-1502 EX+ (6-9*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
0.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert addijional sheets of the same size)
0.00
REV-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Merrill Lynch Blueprint Program E. I. DuPont, 289.8184 shares @ $38.96 each
VALUE AT DATE
OF DEATH
11,291.32
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
11,291.32
REV-1507 EX+ (6-98) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 . None
VALUE AT DATE
OF DEATH
0.00
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert addijional sheets of the same size)
0.00
REV-15G8 EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jacqueline M. Hoffman
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Include the proceeds of migation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-06-1029
ITEM
NUMBER DESCRIPTION
1. None
VALUE AT DATE
OF DEATH
0.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert add~ional sheets of the same size)
0.00
REV-1509 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jacqueline M. Hoffman
SCHEDULE F
JOINTlY-OWNED PROPERTY
FILE NUMBER
21-06-1029
SURVIVING JOINT TENANT(S) NAME
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
RELATIONSHIP TO DECEDENT
LETTER DATE DESCRIPTION OF PROPERTY %OF
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DE
1. A U. S. Savings Bonds - See Attached List 30,633.90 50%
2. A. 1622 Holtz Road, Enola, PA 17025 (Assessed Fair Market Value) 135,000.00 50%
3. A. 1624 Holtz Road, Enola, PA 17025 (Assessed Fair Market Value) 96,600.00 50%
TOTAL (Also enter on line 6, Recapitulation) $
A. Benjamin F. Hoffman
B.
C.
JOINTLY.OWNED PROPERTY:
ADDRESS
1622 Holtz Road
Enola, PA 17025
(If more space is needed, insert additional sheets of the same size)
Spouse
DATE OF DEATH
VALUE OF
CEDENT'S INTEREST
15,316.95
67,500.00
48,000.00
130,816.95
Date of Death
Series Denomination Serial Number Issue Date Value
E 100 C409204524E 6/111961 $807.80
E 100 C406252029E 12/111960 788.72
E 25 Q1843407953E 12/111960 197.18
E 50 L1038416502E 3/111973 259.78
E 50 L1041630949E 4/111973 259.78
E 50 L1044291458E 5/1/1973 259.78
E 50 L1049727787E 7/111973 262.92
E 50 L1052829225E 8/111973 263.48
E 50 L1056026000E 9/1/1973 263.52
E 50 L2055311197E 1111/1973 263.52
E 50 L2055311199E 12/111973 256.96
E 50 L2055311201E 2/111974 256.96
E 50 L2055311203E 3/111974 256.96
E 50 L2055311205E 4/111974 256.96
E 50 L2055311207E 6/111974 260.04
E 50 L2055311209E 7/1/1974 260.04
E 50 L2055311211E 7/111974 260.04
E 50 L2096184647E 9/111974 260.04
E 50 L2096184649E 11/111974 262.52
E 50 L2096184651E 12/111974 263.18
E 50 L2096184653E 1/111975 263.14
E 50 L2096184655E 2/111975 263.14
E 50 L2096184657E 3/111975 263.14
E 50 L2096184659E 4/111975 263.14
E 50 L2096184661E 5/111975 265.66
E 50 L2096184663E 6/1/1975 266.30
E 50 L2096184665E 8/111975 266.30
E 50 L2142425585E 9/111975 266.30
E 50 L2142425587E 10/111975 261.08
E 50 L2142425589E 111111975 263.64
E 50 L2142425593E 12/1/1975 264.22
E 50 L2142425591E 12/111975 264.22
E 50 L2142425595E 11111976 264.24
E 50 L2142425597E 2/111976 264.24
E 50 L2142425599E 3/111976 264.24
E 50 L2142425601E 4/1/1976 259.06
E 50 L2142425603E 4/1/1976 259.06
E 50 L2142425605E 5/1/1976 261.52
E 50 L2142425607E 6/1/1976 262.10
E 50 L2142425611E 7/1/1976 262.06
E 50 L2142425609E 7/1/1976 262.06
E 50 L2142425613E 8/1/1976 262.06
E 50 L2184263144E 9/1/1976 262.06
E 50 L2184263146E 10/1/1976 256.92
E 50 L2184263148E 10/1/1976 256.92
E 50 L2184263150E 11/1/1976 259.42
E 50 L2184263152E 12/1/1976 260.16
E 50 L2184263156E 1/1/1977 260.16
E 50 L2184263154E 1/1/1977 260.16
E 50 L2184263158E 2/1/1977 260.16
E 50 L2184263162E 3/1/1977 260.16
E 50 L2184263160E 3/1/1977 260.16
E 50 L2184263164E 4/1/1977 255.06
E 50 L2184263168E 5/1/1977 257.58
E 50 L2184263166E 5/1/1977 257.58
E 50 L2184263170E 6/1/1977 258.12
E 50 L2184263174E 7/1/1977 258.08
E 50 L2184263172E 7/1/1977 258.08
E 50 L2092657875E 8/1/1977 258.08
E 50 L2099844201E 9/1/1977 258.08
E 50 L2099877994E 10/1/1977 253.02
E 50 L2107446755E 11/1/1977 232.04
E 50 L2117535994E 12/1/1977 232.68
E 50 L2117539725E 1/1/1978 232.68
E 50 L2117848419E 2/1/1978 232.68
E 50 L2117852344E 3/1/1978 197.82
E 50 L2125499225E 4/1/1978 194.58
E 50 L2125622874E 5/1/1978 189.44
E 50 L2133418969E 6/1/1978 189.92
E 50 L2137772661E 7/1/1978 189.96
E 50 L2141746540E 8/1/1978 189.96
E 50 L2147690546E 9/1/1978 189.96
E 50 L2147694194E 10/1/1978 186.24
E 50 L2150307999E 11/1/1978 188.00
E 50 L2159336966E 12/1/1978 188.52
E 50 L2162165573E 1/1/1979 188.54
E 50 L2162169439E 2/1/1979 188.54
E 50 L2166598101E 3/1/1979 188.54
E 50 L2173511586E 4/1/1979 184.84
E 50 L2179176214E 5/1/1979 186.62
E 50 L2183952487E 7/1/1979 187.06
E 50 L2186216218E 8/1/1979 187.06
E 50 L2186219996E 9/1/1979 187.06
E 50 L2190238428E 10/1/1979 183.40
E 50 L2197532297E 11/1/1979 185.14
E 50 L2198655657E 12/1/1979 185.14
E 50 L2198659029E 1/1/1980 185.14
E 50 L2197986935E 2/1/1980 185.14
E 50 L2205125716E 311/1980 185.14
E 50 L2205128883E 4/1/1980 181.50
E 50 L2205157270E 5/1/1980 183.34
E 50 L2205191175E 6/1/1980 183.34
EE 75 K15248460EE 7/1/1980 205.98
EE 75 K15249126EE 8/1/1980 205.98
EE 75 K15249755EE 9/1/1980 205.98
EE 75 K14844522EE 10/1/1980 201.96
EE 75 K14954132EE 11/1/1980 185.10
EE 75 K14954696EE 12/1/1980 185.10
EE 75 K16091260EE 1/1/1981 185.10
EE 75 K16091779EE 2/1/1981 185.10
EE 75 K16093297EE 3/1/1981 185.10
EE 75 K16093805EE 4/1/1981 181.47
EE 75 K16092357EE 5/1/1981 173.73
EE 75 K16092851EE 6/1/1981 173.73
EE 75 K25800284EE 7/1/1981 173.73
EE 75 K25800803EE 8/1/1981 173.73
EE 75 K25801302EE 9/1/1981 173.73
EE 75 K25801834EE 10/1/1981 170.34
EE 75 K29952762EE 2/1/1982 170.34
EE 75 K29952322EE 1/1/1982 170.34
EE 75 K29951854EE 12/1/1981 170.34
EE 75 K29951341EE 11/1/1981 170.34
EE 75 K29953203EE 3/1/1982 170.34
EE 75 K29953672EE 411/1982 166.98
EE 75 K32920072EE 5/1/1982 166.98
EE 75 K32920454EE 6/1/1982 166.98
EE 75 K32920873EE 7/1/1982 166.98
EE 75 K32921263EE 8/1/1982 166.98
EE 75 K32921642EE 9/1/1982 166.98
EE 75 K39028663EE 9/1/1983 132.51
EE 75 K39028322EE 81111983 13251
EE 75 K39028009EE 7/1/1983 132.51
EE 75 K39027677EE 6/1/1983 132.51
EE 75 K39027358EE 5/1/1983 132.51
EE 75 K39027052EE 4/1/1983 137.70
EE 75 K32986235EE 3/1/1983 139.98
EE 75 K32985913EE 2/1/1983 156.21
EE 75 K32985590EE 1/1/1983 156.21
EE 75 K32985245EE 12/1/1982 156.21
EE 75 K32984908EE 12/1/1982 156.21
EE 75 K32984550EE 10/1/1982 163.71
EE 75 K39028964EE 10/1/1983 130.65
EE 75 K38334028EE 11/1/1983 127.14
EE 75 K38334345EE 12/1/1983 127.14
EE 75 K39630611EE 1/1/1984 127.14
EE 75 K39630909EE 2/1/1984 127.14
EE 75 K39631223EE 3/1/1984 127.14
EE 75 K46898112EE 4/1/1984 125.10
EE 75 C65059081EE 5/1/1984 121.35
EE 100 K46898397EE 5/1/1984 161.80
TOTAL $30,633.90
Detailed Results for Parcel 09-11-3010-002. in the 2004 Tax Assessment Database
DistrictNo 09
, ...,
Parcel III 4 09-11-3010-002.
MapSuffix
HouseNo 1622
Direction
Street HOLTZ ROAD
Ownerl HOFFMAN, BENJAMIN F
C/O & JACQUELINE M HOFFMAN
PropType R
PropDesc
LivArea 1339
CurLandVal 33820
CurImp V al 101820
CurTotVal 135640
CurPreiV al
Acreage .64
C1GrnStat
TaxEx 1
SaleAmt 40
SaleMo 04
SaleDa 04
SaleCe 19
SaleYr 96
DeedBkPage 00137-00142
YearBlt 1974
HF _File_Date 01127/2006
HF _Approval_Status A
http://taxdb .cepa.net/ details. asp ?id=09-11-3010-002.&dbselect= 1
10/25/2007
Detailed Results for Parcel 09-11-3010-013. in the 2004 Tax Assessment Database
DistrictNo . 09
I -,__
Parcel_ ID 09-11-3010-013.
MapSuffix
HouseNo 1624
Direction
Street HOLTZ ROAD
Owner! HOFFMAN, BENJAMIN F
C/O & JACQUELINE M HOFFMAN
PropType RS
PropDesc
LivArea 1100
CurLandVal 45000
CurImp V al 51600
CurTotVal 96600
CurPrefV al
Acreage 2.00
CIGrnStat
TaxEx 1
SaleAmt 9500
SaleMo 09
SaleDa 06
SaleCe 19
SaleYr 74
DeedBkPage 0025T -00993
YearBlt 1940
HF_File_Date
HF _Approval_Status
http://taxdb .ccpa.net/ details .asp ?id=09-11-301O-013 .&dbselect= 1
8/23/2007
REV-1510 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
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 yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE} VALUE
1. None 0.00 0.00
I
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
1.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Sonya M. Montgomery
Social Security Number(s)/EIN Number of Personal Representative(s) 197-62-3769
Street Address 1622 Holtz Road
2,200.00
City Enola
State P A
Zip 17025
Year(s) Commission Paid: 2008
2.
Attorney Fees
3,500.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
0.00
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4.
Probate Fees
99.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
7.
Legal Notices - The Sentinel and Cumberland Law Journal
Register of Wills - Renunciation and Appointment of Successor Administator
Register of Wills, Cumberland County, PA, Petition for Letters of Administration
150.00
21.00
20.00
8.
9.
5,990.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
HOFFMAN JACQUELINE M
Estate File No. :
Paid By Remarks:
2006-01029
HOFFMAN BENJAMIN F
AJW
Recetpt Date:
Rece=!-pt Time:
Recelpt No. :
11/20/2006
13:38:05
1046405
________________________ Receipt Distribution -------------------------
Fee/Tax Description
PETITION LTRS ADM
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Cash
Total Received.........
Payment Amount
60.00
24.00
10.00
5.00
----------------
$99.00
$99.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle! PA 17013
Recetpt Date:
Rece:).pt Time:
Recelpt No. :
7/23/2007
09:!:i5:09
1049258
HOFFMAN JACQUELINE M
Estate File No. :
Paid By Remarks:
2006-01029
SONYA MONTGOMERY
WZ
________________________ Receipt Distribution ------------------------
Fee/Tax Description
RENUNCIATION
SHORT CERTIFICATE
Check# 471
Total Received..... . . . .
Payment Amount
5.00
16.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
$21.00
$21.00
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Rece~pt Date:
Rece+pt Time:
Recelpt No.:
7/23/2007
09:54:23
1049257
HOFFMAN JACQUELINE M
Estate File No. :
Paid By Remarks:
2006-01029
LAW OFFICE OF MICHAEL CHEREWKA
WZ
------------------------ Receipt Distribution -------------------------
Fee/Tax Description
PET LTRS ADM OTHER
Check# 3298
Total Received.........
Payment Amount
20.00
Payee Name
CUMBERLAND COUNTY GENERA"L FUN
$20.00
$20.00
REV-1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEAfH
1.
None
0.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
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REV-1513 EX., (9-00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jacqueline M. Hoffman
FILE NUMBER
21-06-1029
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (12)]
1. Benjamin F. Hoffman Spouse 100%
1622 Holtz Road, Enola, PA 17025
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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
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Law Offices of
Michael Cherewka
624 North Front Street
Wormleysburg, Pennsylvania 17043
(717) 232-4701
(717) 901.3770
Fax (717) 232-4774
March 26, 2008
, ,
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
':......)
Re:
Hoffman, Jacqueline M. Estate
File No. 21-06-1029
Our File No.: 2279.00
.........,
Enclosed please find REV 1500, Inheritance Tax Return for Resident Decedent and the
Inventory. There is no tax due. Also enclosed is estate check #00102 in the amount of $30.00 to
cover the cost of filing the Inventory and the Return.
If you have any questions, please call the undersigned. Thank you for your consideration
in this matter.
Very truly yours,
WJjp~
Michael Cherewka
MClll
Enclosures
COMMONWEALTH OF PENNSYLVANIA :
:SS
COUNTY OF CUMBERLAND
SONYA M. MONTGOMERY being duly sworn according to law, deposes and says that she is
the Administrator of the Estate of Jacqueline M. Hoffman, late of Enola, Cumberland County,
Pennsylvania, deceased and that the within is an inventory made by Sonya M. Montgomery, the said
Administrator of the entire estate of said decedent, consisting of all the personal property and real estate,
except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of
the Inventory represent its fair value as of the date of decedent's death.
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__~ Sworn.and subs5:libed before me,
( -\ )'" " .. .' Ie-.. \ '>I 2007
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INSTRUCTIONS
Day
I
co.-
Se tember
Month
2005
Year
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personality or reality.
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the Real and Personal Estate of
JACQUELINE M. HOFFMAN
1. Merrill Lynch Blueprint Program E. I. Dupont, 289.8184 shares @ $38.96 each
11 ,291.32
2.
3.
11,291.32