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Home My WebLink About10-06-08 (2)15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 2aosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0061 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date Of Birth 159-07-8860 08/31 /2007 01 /23/1918 Decedent's Last Name Suffix Decedent's First Name MI Hoerner Dale M (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 IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate prior to 12-13-82) 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate (Attach Cop of Will) 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes y (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 CONFIDENTIAL TAX INFORMATION S];IOULD BE DIRE~D T0: Name Daytime Telephone -1(Ilrmber ~' Shaun E. O'Toole . (717) 695-0389` =~') r? Firm Name (If Applicable) <~ ~ _ ~- :' --_, REGISTER OF WJL~S USE ONLY r7 ; First line of address ` ; ~ -;~ 401 North Second Street , __~ c~a Second line of address ~ O N City or Post Office Harrisburg State ZIP Code PA 17101 DATE FILED Correspondent's a-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 infnm,afinn ~r wtil~ti .,~o.,~.e. ti.... ,..... ~.__..~_~__ ~•~••^ rcno iv ri vn I[SL rVR TILING RETURN DATE ~~ 04 Iz o "d RESS - -~~_____ 401 North Second Street, Harrisburg, PA 17101 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE PLEASE USE ORIGINAL FORM ONLY 1 505605 1 058 Side 1 15056051058 ~~ J 15056052059 REV-1500 EX Decedent's Name: Dale M Hoerner 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 8~ 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 _ 16 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 , 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 159-07-8860 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,639.00 4, 857.39 8,496.39 -8,496.39 0.00 0.00 0.00 0.00 0.00 0.00 0.00 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 08 0061 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Dale _ _ M Hoerner 159-07-8860 STREETADDRESS ------ ---_--__.. 801 North Hanover Street CITY -- ------ Carlisle sTATEPA -_~ zIP ---- 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. CreditslPayments A. Spousal Poverty Credit __ B. Prior Payments C. Discount --- - Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty - Total Interest/Penalty (D + E) (3) 0.00 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 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 :................................................................................... ....... ^ 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? ........ ...... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. .... .. ^ 0 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 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. §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. i REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL EXPENSES & ADMINISTRATNE COSTS w~w~e yr Dale M. Hoerner Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: ~~ Stone and Murray Funeral Home, 408 Third Street, New Cumberland, PA 17070 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN 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. FILE NUMBER 21-08-0061 Zip AMOUNT 3,068.00 500.00 Zip 71.00 TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 3,639.00 REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IED~ILE 1 DEBTS OF DECEDENT, MORTGAGE IJABIIITIES, & LIENS ESTATE OF Dale M. Hoerner Report debts incurred by the decedent prior to death which remained ~~~.,~~.~ ~Q ..f ae a.,.,, s ~__.~ :__~..~._ _ __ FILE NUMBER 21-08-0061 ,_ ...-- -~_ ....... ............. ...~~„ a~~~~~~~~d~ sneers or me same size) ' _ Register of Wills of PHILADELPHIA County, Pennsylvania INVENTORY Estate of Dale M. Hoerner No. 21-08-0061 also known as Date of Death: August 31, 2007 Deceased Social Security No. 159-07-8860 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/V1le verify that the statements made in this Inventory are true and correct. IlWe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of attorney: Shaun E. O'Toole I.D. No.: 44797 Personal Representative: nn ~~ ~ !1>~ haun E. O'Toole address: 401 North Second Street Harrisburg, PA 17101 Telephone: (717) 695-0389 Dated Form RW-7 ~PhiWdelphia County -Rev. 9192) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. W P 0 ¢ a ao Q' ~ 0 ~o°~ MP d~7~N~ P ¢mnoo ,'r~'~!~yo ViarNr^F¢ ~° 0 ~ ¢ O 2 -~ ~-~ ~~~ N a i o ~~ o w ~ ~~ ~~ ~ O ~ M ~ ` O M N ~ O ti flf N O ~ ~ ~U ~,c~ ~ ~ ~ ~ ~~ ~cc(A~ L ~UU ~ c o c ~ ~ ~ ~ ~ c ~ ~ ~ Cj~.~U. E E m v~~~cc~ ~UUOU 0 r- T w •~ f ,V J ~ j, m 0 ~U N oO~a U W ~ ~~Z. 3 Q ~ ~ f0 = O ~ J!n ~_ Law Office of SHAUN E. O'TOOLE 401 North Second Street Harrisburg, Pennsylvania 17101 (717) 695-0389 Fax (717)213-0272 seo21 @comcast.net September 30, 2008 Ms. Glenda Farner Strasbaugh Cumberland County Register of Wills Cumberland County Courthouse ,--~ 4 One Courthouse Square `=-o r-=~ Carlisle, Pennsylvania 17013-3387 ~~~~:-~ -_; ., ~ Re: Estate of Dale M. Hoerner - c'` File Number: 21-08-0061 - ~~ .~~ c.~.~ r:~ ;J Dear Ms. Strasbaugh: ~ Enclosed for filing in the above-referenced estate are the Pennsylvania Inheritance Tax Return (original and one copy), the Inventory and a check in the amount of $30.00 for the filing fee. I have enclosed a copy of the Inventory and a copy of the front page of the Inheritance Tax Return to be time-stamped and returned to me in the enclosed envelope. Also enclosed for filing is Status Report Under Rule 6.12 indicating that the administration of the estate is now concluded. Kindly time-stamp the second copy and return it to me in the enclosed envelope. Enclosure