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Home My WebLink About12-12-08 (2) REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056041158 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN 21 0 8 0 4 4 9 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 168-30-7276 01,252008 Decedent's Last Name Suffix HULSE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix HULSE Date of Birth 02281937 Decedent's First Name M I PATRICIA A Spouse's First Name M I JOHN ~1 Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW n 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) j ~ 4 it Li d E t t ^ 4 F I t t C i d f ^ . m e s a e a. ure n erest u omprom se ( ate o 5. Federal Estate Tax Return Required death after 12-12-82) _ X j 6. Decedent Died Testate ^ 7 Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Wilp (Attach Copy of Trust) r~ 9. Litigation Proceeds Received -: 10. Spousal Poverty Credit (date of death ^ 1 1. 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 SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD C• SNELBAKER r.a 717-697-8~~8 "T? -- Firm Name (If Applicable) , ,--, -~ `~ REGISTER OFVSI{LL$~JSEC~fyY ~~ SNELBAKER & BRENNE~1AN , P • C • ~' :, -- I ', N .~ First line of address ` ' ~`~ • I,- -y 44 WEST ~1AIN STREET Second line of address P•0• BOX 318 City or Post Office ~1ECHANICSBURG ~O State ZIP Code PA 17055 - : i -_s„r„ _ , .,. ~ ,- _} C7J DATE FILED I Correspondents e-mail address. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the hest of my knowledge and belief, it is correct and complete. eclaration of preparer other than the personal r based on atl information of which preparer has any knowledge. SIG E OF PERSON R PONSIBLE FOR FILING RETURN DATE hl•HULSE, EXECUTOR 421 PARK HILLS DRIVE, ~1ECHANICSBUR6 SIGNATUR QF P,FtEP ER OTHER THAN REPRESENTATIVE DATE p 17055 ,: RICHARD C• SNELBAKER, ESQUIRE 44 WEST GAIN STREET, ~1ECHANICSBURG PLEASE USE ORIGINAL FORM ONLY ~ Side 1 15056041158 6M46473000 15056041158 15056042159 REV-1500 EX Decedent's Social Security Number 168-30-7276 ~e~edene5 Name H U L S E P A T R I C I A A RECAPITULATION 1. Real estate (Schedule A) 1, 0 • 0 0 2. Stocks and Bonds (Schedule B) . 2. 0 , 00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3. 0 • 0 0 4. Mortgages & Notes Receivable (Schedule D). 4. 0 , 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 5 3 412 • 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 , 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. ], 6 4 2 7 2 • 21, 8. Total Gross Assets (total Lines 1-7). r~. C L f b C'i • C L 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. ], 3 4 7 3 • 5 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 0 • 00 11. Total Deductions (total Lines 9 & 10) • 11 J, 3 4 7 3 • 5 9 12. Net Value of Estate (Line 8 minus Line 11) 12. 2 O 4 21 O • 6 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. 0 • 0 0 14. Net Value Subject to Tax {Line 12 minus Line 13} . . . . . . . . . . . . . . . 14. 2 O 4 21 O • 6 2 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 .00_ 169735 •1,7 15. 0 • 00 16. Amount of Line 14 taxable at lineal ratex.o4~ 34475.45 16. 1,55], • 40 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. TAX DUE 19. 1, 5 51, • 4 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M46482000 15056042159 J REV-1500 EX Page 3 File Number Decedent's Complete Address: ~ 1, U ~ u 4 4 `1 DECEDENTS NAME HULSE PATRICIA A STREET ADDRESS 4 PARK H I S V U P P R ALLEN-TOWNSHIP CUf1BERLAND COUNTY CITY STATE ZI P ~1ECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit Q • 0 ~ B. Prior Payments ~ ~ ~ C. Discount ~ • ~ ~ 3. Interest/Penalty if applicable D. Interest 8 • 63 E. Penalty 0 • 0 (1} 1, 5 51, • 4 Total Credits (A + 8 + C) (2) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box 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 7AX DUE. A. Enter the interest on the tax due. (3) (4) (5> 1560 • a~ (5A) ao B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1, 5 b ~ • C 3 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 ~ N~o ' a. retain the use or income of the property transferred; ~ '- l 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 either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ~'I a ~I 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 Account, annuity, or other non-probate property which ~~! L^ :' f~ ~ 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. §91 16 (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 use of a natural parent, an adoptive parent. or a stepparent of the chlid 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. X9116(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)]. 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. sMa57t ~ oao 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 Patricia A. Hulse 21 0 3wasno 1.000 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY tSiATE OF FILE NUMBER Patricia A. Hulse 21 08 0449 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. ITEM NUMBE DESCRIPTION OF PROPERTY ir.~~uoeTr~rwnnEOFrr~rruNSFeRee,rHeiRRe~anoNSHiPTOOECeoenrrnNO rrtonrEOFraw~sFEanrrncHncowoFTHEOEEOFORREn~ESrnTE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION iFAPPUCAe~E TAXABLE VALUE ~ John Hancock 73,384.67 100.0000 0.00 73,384.67 annuity account. (surviving spouse is beneficiary) 2 Wachovia Securities, LLC 21,936.64 100.0000 0.00 21,936.64 Roth IRA accounts (surviving spouse is beneficiary) 3 PNC Bank, N.A. 2,286.82 100.0000 0.00 2,286.82 checking account #50-7008-1531. Joint owners are surviving spouse and daughter. Daughter was added to account 3/20/2007. 4 PNC Bank, N.A. 72,664.08 100.0000 6,000.00 66,664.08 money market account, #50-3012-1834. Joint owners are surviving spouse and daughter. Daughter was added to account 3/20/2007 TOTAL (Also enter on line 7, Recapitulation) ~ $ 272.21 (If more space is needed, insert additional sheets of the same size) 3 W46AF 1.000 REV-1511 EX+ (10.06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Patricia A. Hulse 21 08 0449 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Malpezzi Funeral Home, Inc. funeral services 6,124.84 Total from continuation schedules . 3,115.75 B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees SNELBAKER & BRENNEMAN, P.C. 400.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3 , 500.00 Claimant John M. Hulse Street Address 421 Park Hill Drive 4. 5. 6. 7. 1 City Mechanicsburg State PA Zip 17055 Relationship of Claimant to Decedent SPOUSE Probate Fees Accountant's Fees Tax Return Preparer's Fees Register of Wills filing fee for Inheritance Tax Return Total from continuation schedules . 68.00 15.00 250.00 TOTAL (Also enter on line 9 Recapitulation) ~ $ 13 , 473 59 7W46AG 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: Patricia A. Hulse Schedule H Part 1 (Page 2) Item No. Description 2 L' Koste Villa catered funeral luncheon 21 08 0449 Amount 3,115.75 Total (Carry forward to main schedule) 3,115.75 Estate of: Patricia A. Hulse Schedule H Part 7 (Page 2) 21 08 0449 2 Reserve for filing fees and other miscellaneous costs associated with the administration of the decedent's estate 250.00 Total (Carry forward to main schedule) 250.00 REV-1513 EX+(9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Patricia A. Hulse 21 08 0449 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j 1 Sarah H. Roberts 410 Moylan Avenue Moylan, PA 19065 PNC Bank, N.A. Inventory Value: 33,332.04 PNC Bank, N.A. Inventory Value: 1,143.41 Daughter 34,475.45 2 John M. Hulse 421 Park Hills Drive Mechanicsburg, PA 17055 100 of residue: 169,735.17 Surviving Spouse 169,735.17 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 ELECTVON 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 ~ $ 0 . 0 0 (If more space is needed, insert additional sheets of the same size) 3W46AI 1 .000 LAST WILL AND TIISTANIENT I, P~1'1'RICIA ~.. FIULSE, of the Township oFUpper Allen, County of Ctunberland, and Couxtno~z~weal th of PeruZSylvauia, being of sound and disposing rxxind, xueniory and understanding, do make, publish and declare this as and for nxy Last Will and Testaxnexxt, hereby revolci~xg and raking void all fernier wills and codicils by me at anytime heretofore made. I~iIZS'I'. I order aild direct that all nay just debts and funeral expenses be paid. by n1y Executor or Executrices, a the case nxay be, hereinafter xxanxed, as soon as conveniently xnay be doxte after nay decease. SECOND. I order. and direct thaC all the rest, residue and remainder ofixty Estate, real, pcrsoxxal and nixed, «rhatsoever and wheresoever situated, be divided nxy husband, JOHN M. HULSF_,, absolutely and in lee simple, if he survives me by as many as sixty (60) days. THiIZD. If myhusband, JOHN M. HULSE, does not survive me by as many as sixty {60) days, they and ixx that event, I give, devise and bequeath all the rest, residue and remainder of u~y said Estate, real, personal and mixed, whatsoever acid wheresoevez- situated unto i~xy two (2) daughter-s, namely, LAURIC A. EIICKEY a~ld SARAH E. ROBERTS, share alid share alike, absolutely and. iu fee simple. If either of my said daughters should predecease me, I order axed. direct that the foregoixxg share of my residuary estate attributable to such deceased daughter shall be distributed utxto her then living issue per stirpes by representation and not per capita, subject, ho~arever, to the protective trust provisions contained in Item fourth hereinbelow with respect to any portion of said estate to be distributed unto any beneficiary who has riot attained the age of twenty-five (25) years at the time of such distribution. I~OURTII. if axxy beneficiary hereinabove has not attained the age oP tvveuty-five (25) Years at the tinge of distribution, I order and direct that the distributive share o1~ such person shall be paid over and delivered tuxto my tesianxentary Trustee; hereinafter Harried, IN 1'I~UST, lAW OFRCES SNELBAKER. M~VER`.CHI~l~ESS, to hold, manage, invest,~aceuxnulate income and reinvest, until said BRENNEMAN St SPARE beiiefieiary attains the age of twenty-live (25)years, at which tine said trust shall be terminated and the net proceeds thereof be paid over to the beneficiary, absohttely. I authorize and empower my said Trustee to invest the assets of said Trust in any reasonable manner and not be limited or restricted to so-called "legal" or''statutory investments for fiduciaries. I designate said "Trust to be a spend-tlv-ift trust. The beneficiary shall have no right to urvacle, pledge, assign, or otheitivise dispose of the assets of said 'Trust (inchiding income) noz- shall any creditor of a beneficiary brave any eight to seize, levy or execute upon said assets by reason of at~y judgment, pledge, assig~urzerrt or other transfer, whether voluntarily or involuntarily ~,uade by said beneficiary. LASTL4'. I nominate, constitute and appoint nzy husband, namely, JOHN M. HULSE, to be the Exec.utoa- of tlris, my Last Will and Testament, but if for any reason my said husband should fail to qualify as such personal representative or cease so to serve,then and ui that event, h nominate, constitute and appoint my daughters, namely, LAURIE A. HICKEY and. SARAH E. 1ZOBERT'S, to be the Executrices hereof; but if either should predecease me or otherwise fail to yuatify or cease to serve as such Executrix, then and in that ultimate event, I nominate, constitute acid appoint the survivor or remaining personal representative to be the sole Executrix hereof and the Trustee of any trust created hereunder. I order and direct that rtoae of the above-Warned persons shall be required to post bond or other security as a condition of qualif cation as personal representative or tnrstee lrererrnder. 1N WITN>SS WHEREOF, I, PATRiCIA A. HULSE, have hereunto set nr_y hand and .AW OFFICES iNELBAKER. 1RENNEMAN & SPARE seal to this n1y Last Will and 7'estamerrt, which consists of tlZtee (3) type~~rittett pages to each of wlvch I have affixed my signature ibis ~! ~~ day of October, A.ll., Two ~.Chousand Two (21)02). s ,/~ ,,~ C--~ _ C_..~.~ _(SEAL) PA"I~RICIA A. HULSE , -2- The precedizig instrumezrt, consisting of tlus and two (2) other typewzxtten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by PATRIC~IA A. HULSE, the 'Testatrix therein named, as and for her Last tiVill and Test~lnent, in the presence of us, who, at her request, in her presence and in the presence of each other, Have subscribed our names as witnesses beret . ~- p,.-- ~/ ~;-~ CONIMONWEAI;TH OF PENNSYLVANIA} COUNTY Oh CtJMBF,RI,AND ~ ,~ r° f ~--' ~ ~` - SS. ~Ve, hATRICIA A. HULSE, RICH 1_I2:D C. SNELBAKER and SANE J . GOONEY, the 'Testatrix and the w-itnesses, respectively, whose names are sided to the attached yr foregoing inslrutnent, being first duly sworn, do hereby declare to the tuldersigued authority that the Teslaldx signed end executed the instll~ment as her Last Will and Testament and that she had 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 prese~rce and hearing of the Testatrix, signed the WiVl as a wihiess and that to the best of fns or her I~iowledge, the Testatrix was at that time eighteexl years of age or older, of sound i~aind andunder no constraint or undue influence. ~. Testatrix - ~~_ __ -Hess ,a t e ,tiz ~n_~ ____ fitness Subscribed, sworn to and acknowledged before me by PATKICIA A. HULSE, the 'Testatrix, and subscribed a~1d sworn to before me by RICHAI2.D C. SNELB~ER and JANE 3. COON EY, the witnesses, this ~ ~~~d day of October, 202. ~~ ~ BAKER. NEMAN Notary Pubh PARE ..r-..r---° _ _.. N~~h iiVot ry pub6to utasan L. Zy ,~i~~t~~nic.~UU;~ Bara, ~~ P.lov~ ~4 ~4 3 ~~ C.rsntti(sst4t~ ExF „~.-q---z. ,:.