The URL can be used to link to this page

Home My WebLink About07-07-091505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes tY PO BOX 280601 INHERITANCE TAX RETURN ~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~ ( l;~ , ~ ~Q ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 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 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return Q 4. Limited Estate ~ 6. Decedent Died Testate ~ (Attach Copy of Will) 9. Litigation Proceeds Received ~ 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ 3. Remainder Return (date of death prior to 12-13-82) ~ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ~ 11. Election to tax under Sec. 9113(A) (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) ~- ---------- - -- -. REGISTER OF WILLS USE ONLY TURNER AND O C O N N E L L First line of address I 4 7 0 1 N FRONT STREET ~ co ~ ~ Second line of address ~ ;` -: , ~ ~ Ll t- ~ ,~ ~_ ! ` ' j ~ ' ~ City or Post Office State ZIP Code J ----- -- ~ E~ HARRI SB URG PA 1 7 1 n ~-~ 1 0 ~ . Correspondent'se-mail address:JHR@TURNERANDOCONNELL.COM ~ .~- `}.-'`~-wh 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, grre~ and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT~1 E F PER R~SP~NSIBLE FOR FILING RETURN DAT •, REVERE DRIVE OF 1 N FRONT STREET 1505607121 MECHANICSBURG PA 17050 ATIVE DATE . HARRISBURG PLEASE USE ORIGINAL FORM ONLY Side 1 PA 17110 1505607121 J REV-1500 EX 1505607221 Decedent's Social Security Number Decedent's Name: BERNICE P. HOOVER RECAPITULATION 1. Real estate (Schedule A) ....................................... . 1. • 2. Stocks and Bonds (Schedule B) ................................. . z. 3 0 8 2 9, 7 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. 4. Mortgages i~ Notes Receivable (Schedule D) ....................... . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... . 5. 0 • 0 0 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. 3 0 8 2 9. 7 5 9. Funeral Expenses & Administrative Costs (Schedule H) ............... . 9. 7 rJ 0 . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........... . 10. 11. Total Deductions (total Lines 9 & 10) .......................... . 11. 7 5 0 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ........................ . 12. 3 0 0 7 9 . 7 5 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. 3 0 0 7 9 • 7 5 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 14 taxable at lineal rate x .0 _ 0 0 0 1 g 0. 0 0 17. Amount of Line 14 taxable 0 0 0 0 0 0 . at sibling rate X .12 17. . 18. Amount of Line 14 taxable 3 0 0 7 9 7 5 ll l X 1 4 5 1 1 9 6 . at co atera rate . 5 18. 19. Tax Due ............................................... .19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505607221 1505607221 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 0 0 DECEDENT'S NAME BERNICE P. HOOVER ___ _ _ ____ ___ _ __ ----- STREETADDRESS 1680 REVERE DRIVE CITY ~ ~ - STATE - _~ ZIP --_ - MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) 0.00 Total Credits (A + B + 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 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. 0.00 (3) 0.00 (4) 0.00 (5) 0.00 (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4, 511.96 Make Check Payable fo: 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 : ..................................................................... . ^ ^X b. retain the right to designate who shall use the property transferred or its income; .............................. . ^ ^X c. retain a reversionary interest; or ............................................................................................... . ^ ^X 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? ...................................................................................... . ^ Q 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 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. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BERNICE P. HOOVER 0 0 All property jointty•owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Entergy Corporation stock 30,829.75 395 shares Date of death value: $ 78.05 per share TOTAL (Also enter on line 2, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BERNICE P. HOOVER 0 0 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 2. 3. 4. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Year(s) Commission Paid: Attorney Fees Turner & O'Connell Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees 5 Accountants Fees 6. Tax Return Preparers Fees 7. Zip 750.00 Zip TOTAL (Also enter on line 9, Recapitulation) I $ 7 (If more space is needed, insert additional sheets of the same size) REV-1 X13 EX -~ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES _- 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 [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j 1. George L. Hoover Collateral 15,039.88 1680 Revere Drive Mechanicsburg, PA 17050 2. Jane Altland Collateral 15,039.87 1706 Linewood Drive Camp Hill, PA 17011 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 ELECTION TO TAXIS 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 I $ (If more space is needed, insert additional sheets of the same size) '~ i ~ _ ~ 1 Q ~ { ...1 _ J. ~. ~~1 ~ i ~ i#'~ v 4y~~ ~ ti r ~s yy~~ y`~ f ;~ i s i '~ t i ~.~Y k1 ~. ~ ~~'). '- t~y ] CFA - ~ ~ ~. f .~x~ty~ - C:. *, ., `' ~' if ~.~ ~ :~ C - _ ~ . _.... ~.~ '=~ _ _. t. _ .. ~._ _ ~ ~~ r ~ °' ' s. ~. ~. ~ x 'x ~, a ~ r c ~ ~ _ ~ ~ y -r. ~a f a r%=j ~ VJ - ~i '~~ ~.~ `'`fir 4 ~ Z a~ o ~ t. ,. ~ s< '~~" V J ~' T >' r~ ~ a,~ LL ~ ~ ~ ~ 3 t.~ °,~~ ~`~ .; O Z N ~ r., a1 I~- t ~ t ~ M ty4 ~ 2s,1 r ~} a { { -L ay X'FiH>,~'~~~ ~ ^^ ti< ~ ice' Nt i•j ~ k ~,.;ti -u- ~ , y% ~t Xk.~ 't' ,H ~ ,. ' - ~ t " ~ is • ~ 2 ~ t `+~ f y , ... ~ _ rt ~ ~ jF ~ 4 o u; , Pik' i~ r ~ b -ter r K • ~ ~ ~ ~._ M ~ i ~ ~ ~ ~ . r a ,~ ; ~, x :r~~ .,,,~,aY y -r ~,,; ors f _ r ~i~ ~ ~~ Z, r . .:, { _: _ - _ ,- ~ Y ~ - 5, t ply f~'py J