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HomeMy WebLinkAbout04-20-0915056041103 REV-1500 EX cD5-o5> oFFICULL USE ONLY PA Dspemnent d Revenue Buroeu dlntlivitluel Taxes County Cotle Yar File Number Po eox zaoeot INHERITANCE TAX RETURN Namsnuro,PAlT1ze-oeol REgIpENTDECEDENT Z1 08 0777 ENTER DECEDENT INFORMATION BELOW SoGel Sac~my Number Dale of Death Date of Birth 190-58-8D71 07172008 10211974 Decedent's Last Name HOOVER Suffix Decedent's First Name DENNIS (It Applicable) Eller Surviving Spouse's IMormaUon Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Seadly Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF VVILL3 MI E MI FILL IN APPROPRIATE BOXES 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 8. Decedent Dletl Testate ~ 7. death after 12.12.82) Decedent Maintained a LINng Trust 0 8. Total Numt»r of Safe Depos9 Bmaes (Atach Copy d Wig) ^ (Attach Copy of Trust) 9. Litigation Proceeds Received ^ 10. Spousal PoveAy CredS (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1.1-95) (Attach Sch. O) CORRESPONDENT - TFSS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTULL. TAX INFORMATION BNOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD S HOOVER SR 570-374-9749 Firm Name (If Applicable) First Ilne of address 218 SUNSET DRIVE Second line of address City or Post Office SELINSGROVE State ZIP Code PA 1787D REGISTER OF WILLS USE ONLY O .¢, ~ a - z:. ~` , r` (~ ~ T7 ~ c:,, c', '; > m N : V n r. - '; ;> _ , _.. FlLED .~. ~ _ _. 7 _ r'i r q* CorreapondenCS e-mdl address: Under psneaks of pequry, I tlsUero thM I have sxeminetl mia roWm, inelutlinp eccompanylna schetluks entl sutementa, end to the bat of my knowladpe end belief, it b true, cortecl endcompkts. Dadereaon oT proparx other than the personY reprosenutlve b besW on ell informetlan of which properor hn any knowledge. 218 SUNSET DRIVE, SELINSGROVE, PA 17870 ~ RE OF PR ARF12 OTH R T ~g ~yo D TE 1372 N SUSQUEHANNA TRAIL SUITE 21D, SELINSGROVE, PA 17870 r PLEASE USE ORIGINAL FORM ONLY Side 1 15056041103 ew~ee~toso 15056041103 ~~ ~~ 15056042104 REY-1500 F~( Decedent's Social Secudty Number 190-58-8071 ~sceasnra Hama: DENNI$ E HOOVER RECAPIruunoN 1. Real estate (Sdx3dule A) .............. 1. 2. Stocks and Bonds (Sdxsdule B) ....................... ... 2. 3. Closely Held Corporation, Partnerahlp a Sde-Proprietorship (Schedule C) ... ... 3. 4. Mortgages & Notes ReceNable (Schedub D) ................. ... a. 5. Cash, Benk Dgxrsita 8 Miscellaneous Personal Property (Schedule ~ ..... ... 5. 1486.83 8. Jointly Crvmed Property (Schedule F) ~ Separate Billing Requestetl .. ... 8. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Sehedub G) ~ Separate Billing Requested .. ... 7. B. Total Gras Aassb (total Lines 1-7)............. 8. 14 86.83 g. Funeral ExpenaesBAdminiatrative Costs (Schedule H) ............ ... g. 2575.82 10. Debts of Decedent, Mortgage Liabllltlas, & Liens (Schedule I)......... .. 10. 11. Total Daduetlons (total Linea g & 10) ............. 11. 2575 • 82 12. Nat Value of Esfab (Line 8 minus Line 11) .... .. 12. -1088 • 99 13. Charitable antl Governmental BequeatslSec 9113 Trusts for which an eleetlon to tax has not bean made (Schedule J) .............. .. 13. 14. Nat Value Sub)ast to lax (Line 12 minus Line 13) ............. .. 14. 0 • 0 0 TAX COMPUTATION • SEE INSTRUCTION3 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(7.2) X .0- 15. 18. Amount of Line 14 taxable at lineal rate X .0- 16 17. Amount of Line 14 taxable at sibling rate X .12 17 1 B. Amount of Line 14 taxable at collateral rate X .15 1 g, 19. TAX DUE ........ .. 18. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 31de 2 15056042104 eweees,.aco 15056042104 REV-1500 EX Paps 3 Decedent's Complete Address: FlI•Nambar 21-08-0777 DECEDENT'S NAME DENNIS E HOOVER STREET ADDRESS 76 COUNTRY VIEW ESTATET CITY NEWVILLE STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Pape 2 Line 19) 2. Credits/Payments A. Spousal Poverty CredN _ B. Prior Payments _ C. Dlaccunt 3. InleresUPenalty if applicable D. Interest E. Penally (1) 0.00 Thal Credke (A+B+C) (2) Total IntsroaVPendty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the dgference. Th(s Ia the OVERPAYMENT. FIII In box on Papa 2, Lina 20 to roqusat a rotund. 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TA% DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) ~ . 0 ~ (5) 0.0~ (SA) (SB) ~ • 0~ Make Check Payable to: I~GISTER CIF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: N a. retain the use or income of the property transferred; , ~ b. retain the right to designate who Shall use the property transferred or Ks Income; ......... c. retain a reversionary interest; a ................................ . B - d. receive the promlae for life of either payments, bene5ts 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 en "In trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Intlividual Retirement Account, annuity or other non-probate property which , contains a beneficiary designadon7 ................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMIPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after Juy 1, 1994 and before January 1, 1995, the tax rate Imposed on the net value of transfers to or far the use of the surviving spouse is three (3) percent [72 P.S. X9118 (a) (1.1) (i)). Far 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 suMving spouse is zero (0) percent [72 P.S. §9118 (a) (1.1) (II)]. The statute does not exemot a transfer to a surviving spouse from taz, antl the statutory requirements for tlisclosure o1 assets and filing a tax return are still applicable even if the suMving spouse is the only beneficary. For Oates of death on or after July 1, 2000: The tax rate impoaetl on the net value of transfers from a deceased chlitl 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 child Is zero (0) percent [72 P.S. ~118(a)(1.2)[. The tax rate imposed on the net value of transfers to or for the use of the decetlent's lineal benefidaries is four and ono-hal/ (4.5) percent, except as noletl in 72 P.S. X116(1.2) [72 P.S. ~118(a)(1)]. The lax rate Imposed on the net value of transfers to or for the use of the decetlent's siblings is twelve (12) percent [72 P.S. ~118(a)(1.3)]. A sibling is definetl, under Section 9102, as an indlWdual who has at least one parent In common with the decedent, whether by blood or adoption. ewae~t t.ooo REV-1508 EX. (&ae) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8t M~SCi. INHERITANCE TAX RETURN DENNI3 E HOOVER 21-08-0777 Inclutls the procesde of Iitpatbn and the dots the proceeds were rsosMO oy the stars. ~ ~ ProMrH lolrrtyowned wNh the right o1 survlvonhlP must M dlaelopd on Sehetlub F. ITEM VALUE AT DATE NUMBER DE~RIP110N OF DEATH 1. I CORNERSTONE FEDERAL CREDIT UNION MBpSSBER ACCOUNT NUMBER 8472 [388 ATTACHHD COPY OF STATEMENT OF ACCOUNT] 2. JFC TEMPS INC NHT PAY PAID AFTER DATE OF DHATH 3. FHDBRAL INCOME TAX WITHHSLD FROM JFC TRNPS INC PAY (TO BB RBFUNDHD ON FORM 1040 FOR TAX YEAR 2008) 4. PENNSYLVANIA STATH INCOME TAX WITHHSLD FROM JFC TEMPS INC PAY (TO 88 REFUNDED ON FORM PA-40 FOR TAX YEAR 2008) 5. VALK MANUFACTIIRING COMPANY PROFIT SHARING TRUST - DECEDENT'3 PARTICIPANT ACCOUNT VALIIB - - 4,120.90 TAXABLE VALUE FOR INHERITANCE TAX ........................ **DSCEDENT DID NOT REACH TH8 AG8 OF 59 1/2 AT THE TINS OF HI8 DEATH AND DID NOT P033883 THE RIGHT TO ENJOY, A33IGN OR ANTICIPATE PAYNENTS FRON HIS PARTICIPANT ACCOUNT.** (AT THE TIME OF HIS DEATH, DECEDENT HAD NOT DESIGNATED A BENEFICIARY, SO TH8 DEATH PAYMENT WAS RECEIVED BY HIS E3TAT8.) 1,341.92 127.53 12.10 5.28 0.00 ew4eAD t.ooo (If more space is needed, insert additional sheets rA Me same aizs) REV-1511 EXs (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAx RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DENNIS E HOOVER 21-08-0777 Debts o/ dseeden! must bs nportsd on SeheduN I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. SWING SROTHHRS FUNERAL HONE INC, 630 SOUTH HANOVER ST, CARLISLE, PA 17013 1,567.56 2. SHARON L WILSON - FOOD FOR NSNORIAL 560.00 B. t. ADMINISTRATIVE COSTS: Personal Repreaentafive's Commissions Name of Personal Representative(s) Street Addresa CIN State Zip 2. AUOrney Fees 3. Femlly Exemption: (It decedent's address is not the same as dalmant's, attach explanation) Claimant Street Address 4. 5. e. 7. 8. 9. aW48AG 1.000 Year(s) Commission Peld: city state zip _ Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tex Return Preparer's Feea TH8 DAILY ITEM - ADVERTISBNENT OF LBTTHRS THE 88NTINEL - ADVERTI88LdENT OF LBTTHRB CUD~ERLAND COUNTY REGISTER OF WILLS - FILING FEES TOTQ (Also enter on line 9, Ri (It more space is needed, Insert additional sheets of the same siu) 40.00 125.00 134.54 118.72 30.00 M01-003110 CORNERSfiONE Federal Credit Union Metnber,Jbwnird-SerufasGawd. P.O. BOX 1181 CARLISLE, PA 17015 71744&1861 DENNIS E HOOVER SCHEDULE E, ITEM NUMBER 1 001602 DENNIS E. HOOVER 76 COUNTRYVIEW ESTATES NEWVILLE PA 17241 STATEMENT OF ACCOUNT NOTICE SEE ENCLOSED FORM FOR IMPORTANT INFORMATION REGARDING YOUR RIGNTS TO DISPUTE BI WNG ERRORS. NoncE SEE ENCLOSED FORM FOR MIPORTMIT BiFORMATION IN CASE OF ERRORS OR WESTIgJ3 ABOUT YOUR ELECTRONIC TRMISFERS IDENTIFlED WITH LETTERS'EFT• EM N BER 8472 AAENT DATE 07 O1 2008 - 07 31 2008 OWNERSHIP OF BHARE. DEPOBR MID CERTIRCATE ACCOUNTS 9HOWI1 ON THIS STATBAENT Ni NOT TRANBR]iPBLE EXCEPT CN THE 50016 OF THE CREDIT UNION. Trensec8an O40a Trmsecian D4eaip8an Tr~~^ an Prind~pN P~aymonts Fl~E Bp~E d G CHARGE SHARE O1..REGULAR SHARE ACCOUNT 07-01 Previous Balance 25.28 06-30e DIVIDEND .06 25.34 Annual Percentage Yield earned from 04/01/2008 - 06/30/2008 an an average daily balance of $ 25.28 was .964 07-24 DIVIDEND .02 25.36 DIVS PD TO CLOSE 07-24 TRANSFER IN 1341.92 1367.28 07-24 WITHDRAWAL -1367.28 .00 07-31 New Balance .00 Year-to-Date Dividends this account .20 SHARE 07..SHARE DRAFT ACCOUNT - - 07-01 Previous Balance 2107.58 06-30e DIVIDEND 2.46 2110.04 Annual Percentage Yieifl earned from 04/01/2008 - 06/30/2008 on an avet`age daily balance of $ 3943.81 was .25~k 07-01' DEBIT CARD.PURCHASE -30.01 EFT 2080.03. 01-013941-HP OIL 06142384-PLAINFIELD-PA-US 07-01- DEBIT CARD PURCHASE -18.64 EFT 2061.39 72409427-023087-DELI C-NEWVILLE-PA-US 07-02 DEBIT CARD PURCHASE -26.33 EFT 2035.06 12345678-011901-BEVERAGE EXPRESS-CARLISLE-PA-US - 07-03 DRAFT'# 482 0011061529 -40.00 1995.06 07-03 POS DEBIT/PURCHASE -30.24 EFT 194.82 -00002407-572679-BEVERAGE EXPRE-1021 RITNER HIGHWA-CARLISLE-P " 07-03- DEBIT-CARD PURCHASE -15.15 EFT 1949.67" LK360865-027512-YOUNG'S DELI-NEWVILLE-PA-US 07-07 DEBIT'CARD PURCHASE -23.72 EFT 1925.95 003-013384-ANILE'S RESTAURANT-BOILING 3PRIN-PA-US 07-07 DEBIT-.CARD PURCHASE -20.20 EFT 1905.75 i LK360865-010284-YOUNG'S DELI-NEWVILLE-PA-US 07-OB DEBIT CARD PURCHASE -20.00 EFT. 1885.75 t 01-008822-BP OIL 06142384-PLAINFIELD-PA-US 07-08' DEBIT CARD PURCHASE -16.50 EFT 1869.25 00408547-017507-CARLISLE BEVERAGE-CARLISLE-pA-US 07-09 POS DEBIT/PURCHASE - -12.71 EFT 1856.54 08825333-052794-WINE & SPIRITS-281.3 SPRING GARDE-CARLISLE-P 07-10 DEBIT CARD. PURCHASE -29.25 EFT 3827,29 12345678-028517-BEVERAGE EXPRESS-CARLISLE-PA-US 07-10 DEBIT CARD PURCHASE -17.81 EFT 1809.48 001-024375-BHEETZ 00002634-CARLISLE-PA-US 07-10 ATM WITHDRAWAL:. -60.00 EFT 1749.48 0000000000064F9-005039-5 EASTGATE DR-CARLISLE-PA-US 07-10 ATM WITHDRAWAL -240.00 EFT 1509.48 0000000000064F9-005040-5 EASTGATE DR-CARLISL$-PA-US 07-10 DEBIT CARD PURCHASE -17.93 EFT 1491.55 65009402-026210-CARLISLE DINER-CARLISLE-PA-US".' 07-10 DEBIT CARD PURCHASE -19.49 EFT 1472.06 12345678-026211-BEVERAGE EXPRESS-CARLISLE-PA-US 07-11 DEBIT CARD PURCHASE -26.00 EFT 1446.06 01-030283-HP OIL 06142384-PLAINFIELD-PA-US 07-14 DEBIT CARD PURCHASE -20.13 EFT 1425.93- 00078211-012397-MISEN03 BISTO PUB-CARLISLE-PA-US 07-14 POS DEBIT/PURCHASE -10.41 EFT 1415.52 . 24257401-585312-WAL-MART #2574-60 NOBLE BLVD-CARLISLE-PA-US *** CONTINUED ON NEXT PAGE *** FILE N0.21-08-0777 M01-003111 PeKp'.. 2 OF., 2 MemberNurtiher~ • ~ 8472 • statemantPeriod Q7/O1f2008 -~07~31f200- Transaction Date Transaction Descriptlon Transaction s......~r Prindpsl PsymrrnG New na FlNANCE ,,,,. s„~ BALANCE 07-14 DEBIT CARD PURCNASE -32.58 EFT 1382.94 12345678-031275-BEVERAGE EXPRESS-CARLISLE-PA-US 07-14 DEBIT CARD PURCHASE -8.91 EFT 1374.03 001-012367-SHEETZ 00002634-CARLISLE-PA-US 07-15 DEBIT CARD PURCHASE -6.04 EFT 1367.99 LK360865-019034-YOUNG'S DELI-NEWVILLE-PA-US 07-15 DEBIT CARD PURCHASE -26.33 EFT 1341.66 12345678-019039-BEVERAGE EXPRESS-CARLISLE-PA-US 07-24 DIVIDEND .26 1341.92 DIVS PD TO CLOSE 07-24 TRANSFER OUT -1341.92 .00 07-31 New Balance .00 Year-to-Date Dividends this account 7.32 Draft# Amount Draft# Amount Draft# Amount Draft# Amount 482 40.00 Total Dividends Earned This Year $ 7.52 Total- Finance Charges Paid. This Year $ .00 - Cornerstone FCU is now a Community Charter Credit Union! Cornerstone Federal Credit Union is pleased to announce that more people are now eligible to experience. the Cornerstone difference: affordable financial service delivered by caring professionals. Now anyone who lives, works, worships or attends school. in Cumberland County and the entire borough of Shippensburg is eligible to become a member of Cornerstone. Additionally, family members of these individuals are al so eligible to join. . .This is great news! Go tell all of your neighbors anfl'friends. Let them enjoy the same great rates, products and services that you enjoy. Watch for a special edition newsletter for more details. DENNIS E HOOVER FILE N0.21-08-0777 SCHEDULE E, ITEM NUMBER 1 DENNIS E HOOVER FILE N0.21-08-0777 SCHEDULE E, ITEM NUMBER 5 SEE ACCOMPANYING ESTATE'S CHECKING ACCOUNT FOR DEPOSIT OF NET DISTRIBUTION AFTER TAX WAS WITHHELD Form 1099-R n CORRECTED (H checkedl PAYER'Sname, streatatldresa, city, stab, and ZlP eeda 1 Gross distribution OMB Na, 15ae-Otte QlStrlbUtl99ns Frorc VALK MANUFACTURING COMPANY PROFIT PBOSIonS AnnYiUes SHARING TRUST 3 4120 90 , , Retirement of 66 . 2008 P fi EAST MAIN STREET t-Sharing ro NEW KINGSTOWN PA 17072-0928 2a Taaabbameunt Plens, IRiAs, Insurance 4120.90 Form 7099-R Contracts, etc. (717) 766-0711 26 Taabbansunt Tebl netdebrminad dbtrlbudon X Copy B PAYER'Sfideral ldentifiutron RECIPIENPSIdsntNiutlen number number 3 c.piw pain (incwded 4 FtNi~yN Mcom~btt i b 2 Report this InCOme On YOUr n oa y WHbhald federal taX return. If this 23-6417591 190-58-6071 S 824.18 iormshows RECIPIENT'8 federal Income nuns, addrus, and ZlPCOde 5 Empbyea tontributlons 9 Nat unnaSZed }~ withheld in DENNIS E HOOVER IDulOnated Roth u eributrons er appnefNienb ' t10X 4 attach 218 SUNSET DRIVE n insureneevnmbma employer s securities , this copy to SELINSGROVE PA 17870 9 your return: 3 7 Distributon IRA/ 9 OtMr cedNy sSAEPiE This lniormatlon iS $ ,~ being furMshed to 9a Yourpvunbeaaf tobl 9b Toblempbyee eentribs. the Internal ReYenue SetVlCe. distribution tat year of dais. Reth contrib. 10 Sbb ba withheld 11 Sbb/Payer's abb no. 12 Sbb distribution s---------- ----------- ~-------- a s Aceountnumber(uNnsWetiony ~ 13 Loul bx withheld 14 Nsme of bulity 15 Local diskibutlen 5---------- ----------- s---- - s -- - 3 ae-zoweo Department of th• Treasury -- Inbrnal Revenue Sarviee S ~ord National Bank I~~~III~~~II~~I~I~~~III,~.I~~~II DENNIS S HOOVER ESTATE 218 SONSST DR SELINSGROVE PA 17870 1079 0002 3625 Y STATEMENT OF ACCOUNTS 0004-02174 STATEMENT PERIOD FRON THROUGH 8-20-08 - 9-18-08 PAGfi 1 OF 1 0 ENCLOSURES X 7 0 FRHS`CH$CKING - ACCOUNT: -0004-02174 PREVIOUS DEPOSITS/ CHECKS/ SERVICE ENDING STATEMENT BALANCE CREDITS 1 DEBITS 2 FEES BALANCE .00 3,296.72 1,060.00 .00 2,236.72 DEPOSITS/ CHECKS/ DATE ACTIVITY DESCRIPTION REFERENCE CREDITS DEBITS BALANCE 08-20 BEGINNING BALANCE 5 T .00 08-21 DEPOSIT. 05575508720 3,296.72 3,296.72 OS-28 CHECK 2 '05477701130 500.00 .2,796.72 08-29 CHECK 1 01562507780 560..00 2,236.72 09-18 ENDING BALANCE 2,236.72 CHECK SUMlIARY * INDICATES SKIP IN CHECK NUMBERS :CHECK N0 AMOUNT CHECK NO AMOUNT 1 560.00 2 500.00 TCTAL NUMBER OF CHECKS 2 TOTAL AMOONT OF CHECKS 1,060.00 SERVICE FSS BALANCE INFORMATION FROM 8-208 THROUGH 9-18-08 AVERAGE LEDGER BALANCE 2,428.16 AVERAGE COLLECTED BALANCE 2,318.27 MINIMUM LEDGER BALANCE .00 MINIMUM COLLECTED BALANCE .00 DENNIS E HOOVER FILE N0.21-08-0777 SCHEDULE E, ITEM NUMBER 5 ESTATE'S CHECKING ACCOUNT SHOWING 8/21/08 DEPOSIT OF NET DISTRIBUTION AFTER TAX WAS WITHHELD DIRECT SNINSFORD NATIONAL BANK BANK BY PHONE MemtierF.D.I.C. INQUIRIES T0: P O HOX 241 1-800-343-6510 t~rnnrRTC WHARF PA 17831-0241 swineford.com TELEPHONE: 1-866-SNB-1903 USA iIM151-CLP54 ~ ,~o, ~~ uzn ri f1RSs u .... „ .. <:... , ~ t •~ ~ rT Q 1 0 p r tl' ` f ~, ~ p f' Q a ~3 `.I '. . .'~ N h ~ ~~~~ 1 ~ ~ ~ ~~Il. _ .. .. L.1 I .rte. ft~a151~1~ (~~ ~~v~~' ..J 10U9 APR 20 AM I I ~ 46 (~.ERK OF