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Home My WebLink About03-13-091505607121 REV-1500 EX (os-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number POl3ox28o6o1 INHERITANCE TAX RETURN n' ~~ I I ,~\ Harrisburg, PA 17128-0601 RESIDENT DECEDENT c~1 U(1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Binh 1 1 0 2 2 0 0 8 0 1 0 9 1 9 1 2 Decedent's Last Name Suffix Decedent's First Name MI HOOVER BERNI CE P (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 1. Original Returns ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of prior to 12-13-82) ~ 5. Federal Estate Tax Return Required ® 6 Decedent Died Testate ~ death after 12-12-82) 7 D d . . ece ent 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number J OH A N NA H R E H K A MP 7 1 7 2 3 2 4 5 5 1 Firm Name (If Applicable) TURNER AND O C O N N E L L First line of address 4 7 0 1 N FRONT S T R E E T Second line of address City or Post Office H A R R I S B U R G State ZIP Code PA 1 7 1 Correspondent's e-mail address:JHR@TURNERANDOCONNELL.COM REGISTER OF WILLS USE ONLY n c:_~ ~~ _ ~ ~ ;~ ;..,? '~~ ;-- ~ i_. ~ t _ ._ .~ _ , W - ? DATf~~ED T:? - , _ N 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, and complete. edaration r other than the personal representative is based on all information of which preparer has any knowledge. SIGNA U OF S N ESPONSI ~~QR FILING RETURN !- pAT~n I (d `a 1680 REWERE DRIVE OF 4~0~ N FRONT STREET MECHANICSBURG PA 17050 HARRISBURG PA 17110 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505607121 1505607121 T J J 1505607221 REV-1500 EX Decedent's Social Security Num ber t)ecedent'sName: BERNICE P. HOOVER 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. 3 3 2 2 4 3 • 1 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ........... . .... . ... . .. . ... g. 3 3 2 2 4 3 , 1 0 9. Funeral Expenses & Administrative Costs (Schedule H) ................ 9. 1 8 5 7 5 . 0 3 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ............ 10. 11. Total Deductions (total Lines 9 & 10) ........................... 11. 1 8 5 7 5 , 0 3 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) ........... 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... ....... 12. ....... 13. ....... 14. 3 1 3 1 3 3 6 6 6 6 8. 8. 0 0 7 7 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.o - 0. 0 0 15. 0. 0 0 16. Amount of Line 1~t taxable at lineal rate X .0 _ 0 . 0 0 16 0. 0 0 17. Amount of Line 144 taxable ' 0 0 0 at sibling rate X . 12 . 17. 0. 0 0 18. Amount of Line 144 taxable at collateral rate x .15 3 1 3 6 6 8. 0 7 1g. 4 7 0 5 0. 2 1 19. Tax Due ............................ ............. ..... .. 19. 4 7 0 5 0. 2 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 L 1505607221 1505607221 J File Number REV-1500 EX Page 3 O 0 Decedent's Complete Address: BERNICE P. HOOVER STREET ADDRESS 1680 REVERE DRIVE -- - "- STATE CITY PA MECHANICSBURG Tax Payments and Credits: Tax Due (Page 2 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty ZIP 17050 (1) 47,050.21 44,656.22 2,352.51 Total Credits (A + B + C) (2) 47,008.73 0.00 Total InteresUPenalty (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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. 'This is the BALANCE DUE. (4) 0.00 (5) 41.48 (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 41.48 PLEASE ANSWER THE FOLLOWING 4UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent rnake 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; X c. retain a reversionary interest; or ................................................................................................ ^ 0 d. receive the promise for life of either payments, benefits or care? ....................................................... ^ 0 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 "intrust for" or payable upon death bank account or security at his or her death? ......... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which X 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 p2 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-0ne 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. REV-1508 EX + (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER BERNICE P. HOOVER 0 0 Include the proceeds of litgation and the date the proceeds were received by the estate. All property jointly-owned wkh right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. First National Bank of Marysville 99,907.95 One Centre Square, P.O. Box B, Marysville, PA 17053 CD 3063242 2. First National Bank of Marysville 29,974.11 One Centre Square, P.O. Box B, Marysville, PA 17053 CD 3063243 3. First National Bank of Marysville 24,982.54 One Centre Square, P.O. Box B, Marysville, PA 17053 CD 3063244 4. PNC Bank 10,378.50 5288 Simpson Ferry Road, Mechanicsburg, PA 17050 CD 31400279671 5. PNC Bank 167,000.00 5288 Simpson Ferry Road, Mechanicsburg, PA 17050 TOTAL (Also enter on line 5, Recapitulation) ~ 3 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER BERNICE P. HOOVER 0 0 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT q. FUNERAL EXPENSES: 1. Aver Cremation Services 37.00 2. Tombstone engraving 152.00 B. ADMINISTRAl'IVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) George L. Hoover 16,600.00 Street Address 1680 Revere Drive city Mechanicsburg State PA zip 17050 Year(s) Commission Paid: 2009 2 Attorney Fees Turner & O'Connell 1,000.00 3, Famiy Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address Ci~~ State Zip Re6ationship of Claimant to Decedent 4. Probate Fees 430.00 5 Accountants Fees 6, Tax Return Preparers Fees 7. Cumberland Law Journal 75.00 8. The Sentinel 182.56 g. Death Certificates for Kenneth Pipher -pre-deceased heir 98.47 TOTAL (Also enter on line 9, Recapitulation) 13 18,575.03 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BERNICE P HOOVER 0 0 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 [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. George L. Hoover Collateral 156,834.03 1680 Revere Drive Mechanicsburg, 'PA 17050 2. Jane Altland Collateral 156,834.04 1706 Linewood Urive Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n, NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I:I -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: _ 47,006.55 Discount: 2,352.51 Interest Table Year Days Delinquent this time period Balance Due this year Interest this period Before 1981 1982 __ 1983 1984 1985 1986 1987 1988 throu h 1991 1992 1993 throu h 1994 1995 throu h 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: x.. ,`~. LAST WILL AND TESTAMENT LAW OFFICES SNELBAKER JL I, BERNICE P. HOOVER, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound anal disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, e- . _... , -. . hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and .direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated unto my husband, namely, A. EUGENE HOOVER, absolutely and in fee simple, if he survives me by as many as sixty (60) days. THIRD. If my husband, A. EUGENE HOOVER, does not survive me by as many as sixty (60) days, then and in that event, I order and direct that all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, be divided into three (3) equal parts, which parts are to be distributed and disposed of as follows: A. I give, devise and bequeath one (1) such part of my residuary estate unto STANLEY K. ALTLAND and B. JANE ALTLA_ND, husband an3 wife, or unto the survivor of them in_the event either should predecease me, absolutely and in fee simple. If-both of said persons should u y, 4 ?C~. _ ~ r ;predecease me, then and in that ultimate event, I give, devise and bequeath said share unto the issue of B. Jane Altland per stirpes by representation and not ;per capita. B. I give, devise and bequeath one (1) such part of my residuary estate unto GEORGE L. HOOVER, absolutely and in fee simple. If the said GEORGE L. HOOVER should predecease me, I order and direct that said share shall be distributed unto his issue per ~~:., ti ~., --~ . `."~. stirpes by representation and not per capita. C. I give, devise and bequeath one (1) such part of my residuary estate unto KENNETH A. PIPHER, absolutely and in fee simple, if he survives me. If the said KENNETH A. PIPHER does not survive me, then and in such event, I order and direct that this disposition shall lapse and such share shall be added to and distributed as part of the disposition in _ Paragraphs A and B immediately above. LASTLY. I nominate, constitute and appoint my husband, A. EUGENE HOOVER, to be the Executor of this, my Last. Will and Testament, but if for any reason he should fail to qualify as ~~such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint GEORGE L. HOOVER to serve as Executor hereof, each and both personal representatives to serve without bond or other security as a condition of qualification Ilhereunder . IN WITNESS WHEREOF, I, BERNICE P. HOOVER, have hereunto set uw o~icEs SNELBAKER my hand and seal to this, my Last Will and Testament which BRENNEMAN _.._ .._ - ~s , cEy ~~ '« y3_:^t% ~" ~~ ~,. . wau515 ~5 of znree .3 t ewritten h I have l ) yp pages to each of :whic affixed my signature this ~ ~ ~ day of „~-~~t~ ~ A. D . , one ~~ Thousand Nine Hundred Ninety-six (1996). ~~ '~ `~C_: ,I ~ i'y'-~-~/~~i-71-,x, GG (~/ GC:.-?~-Z'~P~'~$ F A T ,) . Bernice P. Hoover. _ t,` ~~ R Y .. ~-. i. The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by BERNICE P. HOOVER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, a the presence of each other, have subscribed our names s tness ereto. - ~^ ~.~ LAW OFFICES SNELBAKER BRENNEMAN ii -~ --- f i,,. 3 as ~ i ~, i ~ ~ a~ `~ ki ,~ ~, `~ ,4 ~ :, ~ ~ ,. ~ ,, ,~ ~+~ i ~ I # ,,. o ~ ~ ~. ~. ~!~ I 7 s 4 3 ~~ ~ 1~ ~_ ~~~ : ~ ~ /• ' ~~ SI ~ ~ F 1~? ~ ~ r ~r 1 r~~w ~~) ~; ~ ,:~ cei ~ ' 1 ~~~ ;~ ~~i ~: r ,;~ ~~ ~ 'i ~ ~ ~C E.., t~ ~, ~`~, i "~. ,_ ;. ~t .>> ,;' ~~ ZtE'.~' ' ~; ': 3 PM l ~~ OF r " - ,'S COIJF rf ~~,,;;j1 (~~.. J J W ~ Z a~ o ~ Z ~ T O ~``~^^~ vJ ,.~ ~ (~ J r O ~ ~ O ~ °Q ~, ~~ (n u- ~ ~-+ ~" M i Q O z ~ 'C7 O •i ~ _ ~ ~ ~.~U . ~ ~ .... ~~ ~ ~UOU .. O H