HomeMy WebLinkAbout08-19-0815056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0321
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
210-44-6337 03/13/2008 06/09/1915
Decedent's Last Name Suffix Decedent's First Name MI
HUTTON DORIS G
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IPJ DUPLICATE WITH THE
REGISTER 01= WILLS
FILL INAPPROPRIATE OVALS BELOW
~ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required
death after 12-12-82)
• 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received _. _ 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. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTI/~L TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JEFFREY S COHICK EA
Firm Name (If Applicable)
COHICK & ASSOCIATES
First line of address
390 ALEXANDER SPRING RD
Second line of address
City or Post Office
CARLISLE
Correspondent's a-mail address:
State ZIP Code
PA 17015-9129
unoer 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.
SIGNATURE F PERSON RESPONSIBL FOR FILING RETURN DA E
ADDRESS Y - ----- - - - - _ _ ~. ' _ l(_'- ------
12~.,JJ~J TREET, ENOLA, PA 17025
-._.
-- - - -
SIGNATURE OF ER E RESE TIV - -
DAT _
ADDRESS
~,. 390 AL XAND R SPRING ROAD, CARLISLE, PA 17015-9129
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
' REGISTER OF WILLS USE ONLY
DATE FILED ~ "'
J
4
~_.,~~i~
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REV-1500 EX
15056052059
Decedents Name: DORIS G HUTTON
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) 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/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.
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 .0 45 235,075.76 1g.
17. Amount of Line 14 taxable
at sibling rate X .12 17
18. Amount of Line 14 taxable
at collateral rate X .15 82,768.94 ,A
19. TAX DUE ......................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
Decedent's Social Security Number
210-44-6337
300,726.77
54, 805.64
355,532.41
12,687.71
12,687.71
342, 844.70
25, 000.00
317, 844.70
10,578.41
12,415.34
22,993.75
~.
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 08 0321
DECEDENT'S NAME
DORIS G HUTTON
STREETADDRESS
770 S HANOVER ST. #118
CITY
CARLISLE
DECEDENT'S SOCIAL SECURITY NUMBER
210-44-6337
STATE ZIP
' PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 22,993.75
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 21, 850.00
C. Discount 1,149.69
Total Credits (A + g + C) (2) 22, 999.69
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total InterestlPenalty (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) 5.94
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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 o1` death
without receiving adequate consideration? ............................
............................................................................ ^
......
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or tier death? ........ ...... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property uvhich
contains a beneficiary designation? ..................................................................._.... _ (~ fYl
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
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. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefciaries 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. §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-1503 EX+ (6-98) ~
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DORIS G HUTTON 21-08-0321
All property jointly-owned with right of survivorship must be disclosecl on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ HSBC FIN CORP CUSIP;40429XJU1 30,000 UNITS 30,356.88
2. JOHN HANCOCK VAR CUSIP: 41013NJ25 30,000 UNITS 30,620.70
3. SLM CORP CUSIP:78490FBF5 50,000 UNITS 43,685.05
4. FED NATL MTG CUSIP; 3136F3FK7 50,000 UNITS 50,015.63
5. BEAR STEARNS CUSIP: 073902KD9 30,000 UNITS 26,200.17
6. GENL MOTORS ACC CUSIP: 37042GZ82 50,000 UNITS 32,816.60
7. DISCOVER BANK NA CUSIP: 25467RLH4 30,000 UNITS 30,070.26
8. FIRSTBANK PR NA CUSIP: 337627GJ6 50,000 UNITS 49,744.70
9. 37 SHARES OF METLIFE STOCK CUSIP:59156R10 2,130.09
10. THRIVENT INCOME FUND A 55-7121048 2,617.09
11. THRIVENT INCOME FUND A 55-40047183 2,469.60
TOTAL (Also enter on line 2, Recapitulation) I $ 300,726.77
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
DORIS G HUTTON 21-08-0321
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
~n more space is neeaeo, insert aomtlonal sheets of the same si, e)
REV-1513 EX+ (9-00) ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DOIRS G HUTTON 21-08-0321
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do IVot List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 HEATHER KATO FRIEND 3,000.00
2~ CURITS WILBURN FRIEND 3,000.00
3. ANNE DAVIDSON FRIEND 3,000.00
4. CHRISTINE WILBURN FRIENID 5,000.00
5. LARRY & MARY LINGLE FRIEND 5,000.00
6. RICHARD & DOLORES STICHTER FRIEND 5,000.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, A:> APPROPRIATE, ON REV-1500 COVER SHEET
tl NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
DECEASED WAS WIDOWED NO SURVIVING SPOUSE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 ST PETERS LUTHERAN CHURCH 25,000.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-'1500 COVER SHEET $ 25,000.00
(If more space is needed, insert additional sheets of the same :~ize)
REV-1513 EX+ (g-OCj
C'
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DORIS G HUTTON 21-08-0321
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do INot List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec, 9116 (a) (1.2)]
1 NANCY HUTTON FRIEND 1/5 REMAINDER
2 DAVID HUTTON SON 1/5 REMAINDER
3. DANEEN HUTTON GRANDDAUGHTER 1/5 REMAINDER
4. DINA BRANDY GRANDDAUGHTER 1/5 REMAINDER
5. DIONNE SIERETZKI GRANDDAUGHTER 1/5 REMAINDER
6.
7.
8.
9.
10.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, A:i APPROPRIATE, ON REV-1500 COVER SHEET
tt NON-TAXABLE DISTRIBUTIONS'
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NO1f BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) ~
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DORIS G HUTTON 21-08-0321
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t' FRANK E MATINCHECK & DAUGHTER FUNERAL HOME 10,255.00
2. ST PETERS LUTHERAN CHURCH FUNERAL LUNCHEON 200.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. USPS -CERTIFIED MAILING FEES
s. MEDICAL EXPENSES MILLENIUM PHARMACY & ALERT PHARMACY
9. ADVERTISING FEES PRESS & JOURNAL
10. MILEAGE & PARKING EXECUTOR
Zip
Zip
457.00
1,000.00
400.00
98.99
172.52
94.50
9.70
TOTAL (Also enter on line 9, Recapitulation) I $ 12,687.71
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
DORIS G. HUTTON
I, DORIS G. HUTTON, having my legal residence; at 770 South Hanover Street,
Carlisle, Cumberland County, Pennsylvania, do hereby- declare this to be my Last Will
and Testament, revoking all other Wills and Codicils heretofore made by me.
ITEM ONE: I direct that my funeral arrangements be handled by the Matinchek
and Daughter F~,ineral Home in Middletown, Pennsylvania, with the funeral service held
in St. Peter's Lutheran Church. Burial shall be in my plot in Middletown Cemetery,
Spring Street, Middletown, Pennsylvania. I direct that the expenses of my last illness
and funeral be paid from my estate as soon as possible after my death.
ITEM TWO: I hereby direct that all estate, inheritance, succession and other
death taxes imposed or payable by reason of my death with interest and penalties
thereon, if any, with respect to all property, comprising; my gross estate for death tax
purposes, whether or not such property passes under this Will, shall be paid out of the
principal of my general estate, as if such taxes were administration expenses, without
apportionment or right of reimbursement. I authorize Amy legal representatives to pay
all such taxes at such time or times as may be deemed. advisable.
Page 1 of 4
ITEM THREE: I give and bequeath the sum of Twenty-five Thousand
($25,000.00) Dollars to St. Peter's Lutheran Church, Middletown, Pennsylvania.
ITEM FOUR: I give and bequeath the sum of Five Thousand ($5,000.00)
Dollars to Dolores Stichter and Richard Stichter, of 1020 Clearview Drive, Middletown,
Pennsylvania.
ITEM FIVE: I give and bequeath the sum of Five: Thousand ($5,000.00) Dollars
to Mary Lingle and Larry Lingle, of 1681 Round Top Road, Middletown, Pennsylvania,
or the survivor of them.
ITEM SIX: I give and bequeath the sum of Five Thousand ($5,000.00) Dollars
_-----
to Christine Wilbern, of Ap 2, 5070 Bass L ' _e,- -€urg,
,{ ~~~~~
y vania, if she is then living. ~ -~ ~ ~~~~~~, ~~ ~~ u ~ c'
C1
ITEM SEVEN: I give and bequeath the sum of Three Thousand ($3,000.00)
Dollars to Anne Davidson, of 211 Deer Run Road, S.E., Palm Bay, Florida, if she is then
living.
ITEM EIGHT: I give and bequeath the sum o:f Three Thousand ($3,000.00)
Dollars to Curtis Wilbern, of~~ ~ i;,ilt nnn~ cnnn ~ e_Drive -Hams
~~~,
P ia; i~he is then livin
ITEM NINE: I give and bequeath the sum of Three Thousand ($3,000.00)
Dollars to Heather Kato, of 48 Waterford Drive, Bordentown, New Jersey, if she is then
living.
Page 2 of 4
ITEM TEN: I give, devise and bequeath the remainder of my estate to David M.
Hutton, Daneen R. Hutton, Dina Brandt, Dionne Siere~tzki and Nancy Hutton, equally
and to their issue, then living, per stirpes.
ITEM ELEVEN: I hereby nominate, constitute and appoint DANEEN R.
HUTTON, of West Fairview, Pennsylvania, to serve as the Executrix of this Will and
direct that she be permitted to serve without bond and ~;~rithout any intervention of any
court except as required by law. I authorize my Executrix to sell, encumber, mortgage,
invest, distribute in kind, or retain any items of properly of my estate in such manner
as she shall deem proper, limited only by her own discretion. In the event that
DANEEN R. HUTTON should predecease me, resign, renounce, refuse or be unable to
serve in that capacity, then I hereby appoint DA`TID M. HUTTON, as alternative
Executor with the same powers and privileges as set forth above.
IN WITNESS WHEREOF, I have here unto this _.~ s _ day of _7h ~,
2003, set my hand and seal to this, my Last will and Testament.
~-'t-c-a ,~ ~ c~~-r/ (SEAL)
DORIS G. HUTTON -Testatrix
Page 3 of 4
SIGNED, sealed, published and declared by DORIS G. HUTTON, the above-named
Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her presence and in the presence of each other, have hereunto subscribed
our names as witnesses.
Residence ~-~-~L.~, ~~p,., ~ 7 ~ i
~«(.t_~ \- ~~i~.
- .F',(~,~__ Residence ~ ~y,!C~x ~~; ~ ~'~~ 1
~ZC ~~71i~
: _~- ~
~
COMMONWEALTH OF PENNSYLVANIA '
. SS.
COUNTY OF CUMBERLAND
We, DORIS G. HUTTON, VALERIE F. GSELL and PATRICIA R. BROWN, the
Testatrix and the witnesses, respectively, whose namE:s are signed to the foregoing
instrument, being first duly sworn, do hereby declare to ithe undersigned authority that
the Testatrix signed and executed the instrument as hear Last Will and that she signed
willingly, and that she executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witnesses and that to the best of each. witness' knowledge and belief
the Testatrix was at that time eighteen years of age or older, of sound mind and under
no undue constraint or influence. ,----~,, ~
NO~fARIAL SEAL
DENISE PIid.AA40NTl, Notary Public
Carlisle Boro., C~,:~~,berland County
rat Commi~si~n__~pi~es_~?Pc~,,s 2ooa
Page 4 of 4