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HomeMy WebLinkAbout12-04-08J 15056041125 REV-1500 EX (06-05) PA Departrnent of Revenue Bureau of Individual Taxes County Code Year File Number Po sox 2sosol INHERITANCE TAX RETURN 2 1 0 8 0 8 6 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death Date of Birth 0 8 1 0 2 0 0 8 1 1 1 8 1 9 3 5 Decedent's Last Name Suffix Decedent's First Name MI H O F F E R G E O R G E E (ff 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 OPALS BELOW a 1.Originat Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death pnor to 12-13-82) 4. Limited Estate ~ da. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required Beath after 12-12-82) Q 6. Decedent Died Testate ~ 7. Decadent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Wilq (Attach Copy of Trust) 9. Litigatbn Proceeds Received ~ 1 D. Spousal Poverty Credit (da6a of death ~ 11. Election to tax under Sec. 9113{A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUSE t3E COMPLETED. ALL AND CONFDEKTIAL 7AX WFOt~AT10N SHOULD t3E DRECTED T0: Name Daytime Telephone Number W I L L I A M A D U N CAN 7 1 7 2 4 9 7 7 8 0 Fiml Name (if ApplicablB) REGISTER OF NflLLS USE ONLY D U N C A N & H A R T M A N P C ~,,,, First line of address 'i ~~ ~ _ l ':`? G 1 I R V I N E R O W ~ r ~ ~' ~- d li f dd S i ~ r ~ ` ne o a ress econ ~ Z ~ .. , . j ~~'~' ~ ? Q ~ C7 REED City or Post Office State ZIP Code x ~- ~ ! ~ ~ " C A R L I S L E P A 1 7 0 1 3 ~ >> ~ : _ ~ , Con-espondent's e-mail address: Under penalties of perjury, I declare that 1 have examined this -ebum, tirduding acoamperrying schedules and stathments, and to the hest of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative us based on all information of which pl'eparer has arty knowledge. SIGNATURE OF P SON RESPONSI E FOR FILING RETURN DATE ~j /~ .~ 12/4/2008 ADDRESS 315 W. WILLOW STR ET CARLISLE PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 15056041125 15056042126 REV-1500 EX Decedent's Soaal Security Number Decedent's Name: GEORGE E. HOFFER RECAPITULATION t. Real estate (Sdtedule A) ..................................... . .. 1. • 2. stocks and Bonds {Schedule B) .................................. 2. 8 0 2 5 3 8, 4 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3• • 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank 1 0 5 0 2 2, 1 4 Deposits 8 Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Sc~tedule F) ^ Separate Bilbng Requested ....... 6. 0 • 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. 8. Total Gross Assets {total Lines 1-7) ........................... g. 9 0 7 5 6 0. 1 6 9. Funeral Expenses & Administratirre Casts (Schedule H) ........ ........ 9. 1 0 0 2 8 • 8 2 10. Debts of Decedent, Mortgage Liabilities, & Liens (Sd~edule I) .... ........ 10. • 11. Total Deductions (total Lines 9 ~ 10) ................... ........ 11. 1 0 0 2 8 , 8 2 12. Net Value of Estate (Line 8 minus Line 11) ..... , .. , , . , . 12. 8 9 7 5 3 1 • 3 4 13. Charitable and Gonremmental 8equestsluec 9113 Tnists for which an election to tax has not been made (Schedule J) .......... ........ 13. 14. Net Value Subject to Tax (Line 12 minus LinA 13) _ , ................ 14. 8 9 7 5 3 1 • 3 4 TAX COMPUTATION -SEE IN5TRUCTIONS FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 {a}{1.2> x .o + 8 9 7 5 3 1. 3 4 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .0 _ 0. 0 0 16 0. 0 0 i 7. Amount of line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17. . 18. Amount of Line 14 taxable 0 0 0 0 . at collateral rate X .15 18 0. 0 19. Tex Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVER . 0 0 15056042126 15056042126 REV-7500 E?t Page 3 beGedent's Complete Address: ENe Number 21 08 0864 DECEDENI"S NAME GEORGE E. HOPPER STREET ADDRESS 315 W. WILLOW STREET CIS. STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2. Credits/Payments A. Spousal F~overty Credit B. Prior Payments C. Discount (1) o.oo Total Credits (A +8 + C) (2) 0,00 3. lnterestlPenalty if applicable ~. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than line 1 + line 3, enter the d'rfference. This is the OVEttPAYMENT. Fill in oust on Page 2, Llne 20 to request a refund. (4) 0.00 5. tf 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} B. Enter the total of Line 5 + 5A. This is the BALANCE DifE. (58) 0.00 Make Check Payable to: REGISTER OF WILD AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a tr~rsfer and: ~`~ ^ Na 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 fife of eithex payments, benefits or care? ................................................. ...... 2. If death oca,rced after December 12,1982, did decedent transfer property within one year of death ^ without receiving adequate consideration? ................................................................................ h? ' ....... ^ .. or payable upon death bank account or security at his or her deat 3. Did decedent own an "intrust for ....... d. Did decedent own an Individual Retirerr-ent Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................... ....... ~ ^ iF TH1E ANSWER TO ANY OF THE At~VE t~tIESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART' OF THE RETURN. For dates of death ce or after July 1,1994 and before January 1,1995, the tax rate unposed 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 statutcxyy requirarients 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 Jury 1, 2(>(1U: The tax rate imposed on the net value ~ transfers from adeceasedchildtwenty-one yews of age yr your~er 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 berregaaries is four and one~f (4,5) percent, excel 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 decedenCs siblings is twelve (12) percent (72 P.S. §9116(a)(i.3}]. Asibling is defined, under Section 91 OZ, as an indvidual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scHE®vL~ e STOCKS & BONDS ESTATE OF FILE NUMBER GEORGE E. HOPPER 21 08 0864 All property jointly-owned with right of survivorship must he d~closed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. WACHOVIA SECURITIES ACCOUNT#4282-5910 802,538.02 [SEE ATTACHED DATE OF DEATH LETTER) TOTAL (Also enter on line 2, Recapitulation) I y (If more space is needed. insert additional sheets of the same size) REV-1508 EX + (6-98) scHEOVLE E COMMONWEALTH OF PENNSYLVANIA Cp-SFI, BANK DEPOSITS, & MISC. IN R SIDENT DE EDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER GEORGE E. HOPPER 21 08 0864 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joindy~vmed vviAh right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2003 OLDSMOBILE SILHOUETTE 5,330.00 [SEE KELLEY BLUE BOOK VALUATION ATTACHED] 2. ORRSTOWN BANK CHECKING ACCOUNT # 108005458 12,052.81 [SEE ATTACHED DATE OF DEATH LETTER} 3. ORRSTOWN BANK SAVINGS ACCOUNT # 746000121 87,639.33 [SEE ATTACHED DATE OF DEATH LETTER] TOTAL (Also enter on line 5, Recapitulation) I $ 105 022.14 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN s~cwE®uc,~ N FUNERAL EXPENSES & ADMINISTRATIVE CASTS ESTATE OF FILE NUMBER GEORGE E. HOPPER 21 08 0864 tiebts of decedent must be reported on Schedule 1G ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME & CREMATORY, INC. 4,060.16 2. FUNERAL LUNCHEON 2,114.00 3. MARKER FOR GRAVESTONE 2,950.00 B. ADMINISTRATIVE COST5: ~. Personal Representative's Commissions Name of Personal Representative (s) Soaal Severity Number(s)lE1N Numl>ar of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2 Attorney Fees DUNCAN & HARTMAN, PC 3, Fatuity Exemption: (If decedents address is not the same as daimanYs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4, Prot~ateFees REGISTER OF WILLS 672.00 5 Aooountant's Fees 6. Tax Return Preparer's Fees 7. CUMBERLAND LAW JOURNAL LEGAL AD 75.00 8. THE SENTINEL LEGAL AD 142.66 9. FILING FEE -INHERITANCE TAX RETURN '15.00 10. HELD IN RESERVE TOTAI (Also enter on line 9, Recapitulation) I S 10 (!f more space ~ needed, ittsett ariditional sheets of the same size) REV-15'f 3 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE E. HOPPER ~~ n~ n:3Fa 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 [ndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. ANN K. HOPPER Spousal 315 W. WILLOW STREET 100% CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 1 S, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ pi more space is needed, insert additional sheets of the same size) ~: q~ ~d~'``~'~ r+Y~ ~ ~~'~~~~ ~~ COMMO N NEH JUDIGIUAL v sr,R c YLVANIA ~ L'~'f~'l~~L~~G~Y®F~ CUMBERLAND COUNTY GEORGE E. HOPPER COURTHOUSE PRESIDENT JUDGE ONE COURTHOUSE SQUARE CARLISLE, PA 1 70 1 3-3387 (717) 240-6292 FAX (717) 240-6462 LAST DILL ~' TE,STAMEIYT I give, devise and bequeath my eneeti__re Estate to my beloved wife, Ann Kramer Hoffer and ~~i appoint her Executrix. Signed this day of December, 2004. Signed by George E. Hoffer in the presence of us as witnesses: ~~ `~,{~ '~...~~/-'~' '~1 COMMONWEALTH OF PENNSYL VANIA . SS. COUNTY OF CUMBERLAND I, George E. Hoffer, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expresses Sworn or affirmed to and acknowledged before me, by George E. Hoffer this ;~~ day of December, 2004. ~~ I; -Kath~i L. Mummert;-Notary public rough. of Carlisle, Cumberi~nd C+~„ PA V ~`~m~-isslon~Expires plug ~1, 3047 COMMONWEALTH OFPENNSYLVANIA COUNTY OF CUMBERLAND We, ?,tJtll~i..~~y°~ t# VUY~C~Ii and :SS. ~~ ~~,~~~,N-~ t~~ ~ c3.a the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw George E. Hoffer sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by ~c11r'~~~v~ ~ ~v~r,,~~; and ~a~ll~G~ V'r1 ~~~c~iui ,witnesses, this ~ a` day of December, 2004. ~. ~~ ~ .~ .~ ~~~ ~. -- ~^~ T Notary Public _,, OTAftlllt~'° , Kathy L Mu~nmert~.l~ota~ Public 8lorough. of Carlisle, Cumberland Cp., PA ~~si0r! Eiii?ires<~1ttg.11, 2007 ~~ ~. ~; ~_~ .. ,, icl 7 7 7?~1-r 4ci 1 , t30(; .~~.c~.~-` +-~"; September 16, 2008 William A. Duncan 1 Irvine Row Carlisle, PA 17013 RE: George Hoffer ,Deceased, Date of Death 8/10/2008 Acct. # 4282-5910 Dear Bill, Listed below are the values for the securities George held at the time of his death. 200 Anadarko Petroleum Corp. $ 53.61 $ 10,722.00 690 Burlington Northern Santa $100.92 $ 69,634.80 1400 CVS Caremark Corp. $ 38.15 $ 53,410.00 7900 Carlisle Companies, Inc. $ 31.24 $246,796.00 246 Chevron Corp. $ 83.50 $ 20,541.00 100 Cisco Systems Inc. $ 24.13 $ 2,413.00 375 Coca Cola Co. $ 54.88 $ 20,580.00 657 Dow Chemical Co. $ 33.17 $ 21,792.69 278 Duke Energy Corp. $ 17.91 $ 4,978.98 2000 Exxon Mobil Corp. $ 77.96 $155,920.00 2488 General Electric Co. $ 29.32 $ 72,948.16 21 Great Plains Energy Inc. $ 24.68 $ 518.28 2579 Orrstown Finl Svcs Inc. $ 30.17 $ 77,808.43 200 Qwest Communications $ 3.74 $ 748.00 240 Raytheon Company $ 59.68 $ 14,323.20 139 Spectra Energy Corp. $ 26.38 $ 3,666.82 Total Sec urities $776,801.36 Money market fund $25,737.46 Total Account $802,538.02 If I can be of further assistance, please give me a call. Sincerely, ynda K. Neff Senior Client Associate a. .. t ~~.asg~ • ~ . _nic;r ,!,c~~ t'rE -tint ~ rr„ ~ ~ c~,; cr .v .~..--'~d _iViSCiY ..n, ~ +~:;~~, ,. .mfrr ~. ~nLGrr-v._t;nau ~ ~~~:.~.:; +r ~;~~i46 , ,_, ~~ ~., >z ;cur;, _, ~_, rtrs~s,a_ ~~t/:- IaX 1 ~.i September 16, 2008 William A. Duncan 1 Irvine Row Carlisle, PA 17013 RE: George Hoffer, Deceased Dear Bill, Listed below are the values for the securities George held at the time of his death. 200 Anadarko Petroleum Corp. $ 53.61 $ 10,722.00 690 Burlington Northern Santa $1 00.92 $ 69,634.80 1400 CVS Caremark Corp. $ 38.15 $ 53,410.00 7900 Carlisle Companies, Inc. $ 31.24 $246,796.00 246 Chevron Corp. $ 83.50 $ 20,541.00 100 Cisco Systems Inc. $ 24.13 $ 2,413.00 375 Coca Cola Co. $ 54.88 $ 20,580.00 657 Dow Chemical Co. $ 33.17 $ 21,792.69 278 Duke Energy Corp. $ 17.91 $ 4,978.98 2000 Exxon Mobil Corp. $ 77.96 $155,920.00 2488 General Electric Co. $ 29.32 $ 72,948.16 21 Great Plains Energy Inc. $ 24.68 $ 518.28 2579 Orrstown Finl Svcs Inc. $ 30.17 $ 77,808.43 200 Qwest Communications $ 3.74 $ 748.00 240 Raytheon Company $ 59.68 $ 14,323.20 139 Spectra Energy Corp. $ 26.38 $ 3,666.82 $25,737.46 in money market If I can be of further assistance, please give me a call. S ~~ K. Neff Client Associate :; ~_18iiit!<< 7af:Y~ ~li] 2003 Oldsmobile Silhouette -Trade In Value, blue book value -Official Kelley Blue Boo... Page 1 of 2 ~. ~~~,T Kelley Biue Book ~r------~ ' ' Don't Buy a Used Car ~ '"' ~ ~` carfax.com Without CARFAX' d t ..~. 3-y...UsedCars rresearctcc.a=.,cDlure N.;~uu°s .R :~ ~•=1v'f,u.,° t;s; ~ .. s,ta ~Tn-..,i~na;e ,... Used Car Prices I Search J3~~r`•Z}'SL'(ad36r+ F;tcidFli~@d Pre-Owned I Core,: Vehicles I Pertect Car Finder I Most Researched Vehicles I CARFAX Vehicle History welcome Ba<K YOUr input Can influence the Recen tly viewed You Might AISO Like Free Dealer Price Quoc=_ automotive industry in khe future. Please take a few moment to provide your opinions and let Trade-In value 'Your voice be heard! 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Learn more now 4.4 out of 5 Review [his Vehicle Vehicle Highlights BU'i A L'SE(} (Alt on Biue BooK Classifieds'^ Mileage: 21,103 Oldsmobile ~ Engine: V6 3.4 Liter Transmission: Automatlc Silhouette ~ Drivetrain: FWD 30 Miles or less ZIP Code 17013 Selected Equipment Change Equipment To View Ads, Click Standard Air Contli[bning AM/FM Stereo ABS (4-Wheel) EHur>I~nIGi?iiAY PowerSteenng Cassette Power seat Compare Used vs. New Power Windows Single Compact Disc Roof Rack Power Door Locks OnStar Privacy Glass 000 ~ Tik Wheel Dual Front Air Bags Alloy Wheels 000 to $10 $5 , , Cruise Control Front Side Air Bags Both New and Usetl Van/Minivan - To Vlew list, Click Blue Book Trade-In Value YIEi'I ANOTfIEP. UEPII(LE Trade-in value is what consumers can expect to receive from a dealer for a tratle-in vehicle assuming an accurate a9Praisal of condition. This value will Select Year... ~ likely be less than the Private Party Value because the reselling tlealer incurs the cost of safety inspections, recontlitioning and other costs of doing business. Vehicle Condition Ratings l=heck Vehicle Title History 8F C~:`3nde~116~a 48ry [:rc~:iii=i;[ http:/Iwww.kbb.com/KBB/LTsedCars/PricingReport.aspx?Yearld=2003&Mileage=21103&... 11 /5/2008 RRST® ~~:~ A Tradition of Excellence September 10, 2008 To: Duncan & Hartman, P.C. 1 Irvine Row Carlisle, Pa 17013 From: Traci Yohe Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of George E Hoffer Date of death August 10, 2008 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: CHECKING ACCOUNT Account # Title of Account 108005458 George E Hoffer Date opened Principal Accrued Interest 09/22/00 12,052.81 1.72 SA VINGS ACCO UNT Account # Title of Account 746000121 George E Hoffer CERTIFICATE OF DEPOSIT Date opened Principal Accrued Interest 03/29/05 87,639.33 195.90 Account # Title of Account Date Opened Principal Accrued Interest P.O. Box 250 •Shippensburg, PA 17257 •.717.530.3530 • 717.532.4143 fax • ~illi~•r~7ii