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Home My WebLink About01-22-10 J 15056051058 REV-1500 EX (08-05) PA Deparbnent of Revenue OFFICIAL USE ONLY Bureau of IndNidual Taxes POBOxz80801 Canty Code Year Fla Number INHERITANCE TAX RETURN - Harristwrg, PA 1712&osol RESIDENT DECEDENT 21 09 0113 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death -. _ _ Date of Birth _ -_ _ --- 190-16-7828 11 /07/2008 10/10/1919 __ _ _ Decedent's Laat Name - ---- _ _- Suffix Decedent's First Name MI _ - _ HUNSBERGER - _- _, ; __-, ARTHUR __ __. _ R (NApplicabls) Entsr Surviving Spouse's Infortnatlon Below - ___, Spouse's Last Name _ . _ _ __ _ Suffix _ Spouse's First Name MI ~ HUNSBERGER _ _ __' ANNA M '' Spouse's Social Security Number __ _ _ _ -_' 197-12-9686 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - -- -- REGISTER OF WILLS FILL IN APPROPRUITE OVAL8 BELOW 01D 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death O 4. Limited Estate O 4a. Future Interest Compromise (date of prior to 12-13-82) O 5. Federal Estate Tax Retum Required death after 12-12-82) t])b 6. Decadent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 8. Total Number of Safe Deposk Boxes O 9. Litlgafion Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 CONFIDENTW-TAX INFORMATN)N:SHOULD BE ame _ __ __ __ _ _ ... _ D TO _i Daytime Teleph bar ~ IRA H WEINSTOCK, ESQ __-- - ~ 1 _.._ -o x. ~',° (717)238-16 C7 ~ a " - Firm Name (IfApphcable) _ ---- -___ --__ r;= z _ _ _ -- ~ _.~ -~ ~,~,, 1 , ' ___ ____ __ IRA H WEINSTOCK, PC _ i ~ z~,, i REGISTER USE Y ~c~~ . ~ _ First line of address _ - r r SUITE 100 ~ ~-ri ~C - - Second line of address - _ ___ D N ~ ~ _ - 800 N SECOND STREET Cky or Post Office ___ - __ __ _ State ZIP Code - -__ . _ - - r~~~ - J HARRISBURG PA 17102 __ _ _ ~ Correspondent's e-mail address: weinstock.lew@vefizon.net Under penalties of perjury, I dedare that I have examined this rotum, indudi accom an ' temeMS and to dte beat rN k is iru%orteCt and complete. Dedaregon of n9 P long schedules and eta my gpwledga aM ballet, preperer other than the personal re resent ti l b p a ve a ased on all i ern r air = nforrnetion of wMCh peDaPer hu arw knnun.eL.n 412 WESTMORELAND AVENUE%,~NOLA, PA 17025 SIGNATURE OF RER O P ESENTATIVE ADDRESS 2410 DE R STREET, HARRISBURG, PA 17111-1141 I___ 15056051058 Side 1 DATE 01/13/10 15056051058 0 J i ~~`D ~..I 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: ARTHUR R HUNSBERGER 190-16-7828 RECAPITULATION ----.-._.__, ,...__ ~_ p 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 & Miscellaneous Personal Properly (Schedule E) ..... ... 5. 41 666.81 6. Jointty Owned property (Schedule F) ~ Separate Billing Requested .... ... 6. 7, Inter-V'rvos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................. 8 1 ................ _.._._ ... . 41,688.8 9. Funeral Expenses & Administrative Costs (Schedule H) .......... 9 _. _ a ...,,... ........ ... . 1,038.11 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . 10 ............ ... . 16,103.25 11. Total Deductions (total Lines 9 & 10) ....................... 11 ......... ... . 17,141.38 12. Net Value of Estate (Line 8 minus Line 11) ....... ....... 12 13. ........... Charitable and Govemmantal Bequests/Sec 9113 Trusts for which .. . 24,525.45 an election to tax has not been made (Schedule J) ...................... .. 13. 14. Nat Value Subject to Tax (Line 12 minus Line 13) ......... 14 ............. .. . 24,525.45 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~ __~.v~"~ ~' 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2> x .0 00 12,262.73 15. 0 00 16. Amount of Line 14 taxable . at lineal rate x .0 45 12,262.72 18. 551 82 17. Amount of Line 14 taxable _ . _ _ at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 1s. rax DUE ....................................................... .. 1s. 551.82 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT t~ L. 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Addres~~ ,..... _... ,.. _, FIN N,umb~r. 71 AO ~ M ~~ _- _.... DEC ENTS NAME " ~"`E `'--°- ARTHUR R HUNSBERGER DECEDENTS SOCIAL SECURITY NUMBER STREETADDRESS 190-18-7$28 412 WESTMORELAND AVENUE aTY ENOLA STATE ZIP PA 17025 rax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal PoveAy Credit B. Prior Payments C. Discount 3. Interest/Penalty iF applicable D. Interest E. Penalty (1) 551.82 Total Credits (A + B + C) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal InteresNPenalty (D + E ) Fill In oval on Page 2, Line 20 to requeat 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 Une 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 551.82 (5A) 12.91 (5B) 564.73 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 No a. retain the use or income of the propery transferred :.......................................................................................... b. retain the right to designate who shall use the properly transferred or its income : ............................................ ^ c. retain a reversionary interest; or ................................. . d. receive the promise for lire of either payments, benefits or pre? ...................................................................... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideretion? ............ 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? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. }~~~rr.. ~~~~'. f, ,,,:;8 ..~~ ,. ~ °<.<k r.',u `:?, r d,.~, °'4a~" X.F. p,~p, ' '" .. -, .. , ,3 l'f,~ ,~,n ~. ,~i "~-'pi~j, c.~~i~~ ~G,eT+=~#¢ *'r~ ~'.~, ~_Y ;. ...u~'r°'4*'~`~X,GYTM fs„$?..~,.:-. "i,"+, 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) p2 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. §9115(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+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEpYLE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF ARTHUR R HUNSBERGER FILE NUMBER 21-09-0113 Include the proceeds of IRigation and the date the proceeds were received try the estate. Ati W'oP~Y hiMh~W with ripM of wrvhronMp Iwst be diacload on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 .MONEY MARKET ACCTS, M & T BANK, ENOLA, PA ~' 41,666.81 • ' REV-1511 EX+ (30-09) ~` Pennsylvania ~i1 DEPARTMENT OF REVENt1E INHERLrANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE Of ARTHUR HUNSBERGER Decedent's debts moat b• ropoeted on Schedule i. ITEM NUMBER DESCRIPTION A. FUNERAL_EXPENSES;,_ 1' EVANS CREMATION SVC LEOLA PA 8. 1. 2. 3. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State _ Year(s) Commission Pald: Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanadon.) Claimant 4, 5. 6. 7. Street Address City State _ Relationship of Claimant to Decedent ZIP Probate Fees: Accountant Fees: Tax Return Preparer Fees: PATRICIA JOHNSON, POSTAGE AND FAXES TOTAL (Also enter on Line 9, Recaoitulationl FILE NUM9ER 21-09-0113 ZIP If more space is needed, use additional sheets of paper of the same size. • • REV-1512 EX+ (12-08) Pennsylvania ~i1 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT .SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & DENS ESTATE OF ARTHUR R HUNSBERGER FILE NUMBER 21-90-0113 Report debts incurred by the daadant prior to death tl~at romained unpaid at the date of death, Includlny unrolmburaed medial expanses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1' MAXIM HEALTHCARE 15,954.25 2 ENOLA AMBULANCE 149.00 4 . TOTAL (Also enter on Line 10, Recapitulation) ; , If more space is needed, Insert additional sheets of the same size. ...:;A 16,103.25 • REV-1513 EX+ (11-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDEM DECEDENT Gi1ATE O ARTHUI NUMBER I 1. 2 3 4 5 6 7 8 9 1 1 SCHEDULE ~ BENEFICIARIES F ~ R HUNSBERGER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Indude outright spousal disMbutions and transfers under Sec. 9116 (a) (1.2).] ANNA M HUMSBERGER ARTHUR E HUNSBERGER WILLIAM T HUNSBERGER ROBERT F HUNSBERGER JAMESE HUNSBERGER RICHARD A HUNSBERGER JOHNJHUNSBERGER PATRICIA JOHNSON CHARLES D HUNSBERGER ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS LATIONSHIP TO Do Not List Tn SPOUSE SON SON SON SON SON SON DAUGHTER SON 18 OF REV-1500 COVER SHEET, A IS AKEN FILE N 21-09-0113 AMOUNT OR Sh OF ESTATE 12252.73 1532.84 1532.84 1532.84 1532.84 1532.84 1532.84 1532.84 1532.84 i APPROPRIATE. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET # If more space is needed, insert addlUOnal sheets of the same size. LAST WTLr, AND TESTAI~.NZ. OF ARTYII,IR R $CIN3$BRGER I, ARTHUR R HUNSHERGEtt, of F.nola, c„~,ay,~ C~+. I'en~nsYlvania, declare this to be mY 1~a8t Will and revoke arRy Will l~ioualy made by rrE~,t I: r aim ~ au my5~ debra am Rraerat ~ shall ~ paid f vm the assets ofmY eat8te as coop ~ Peaelicsblo aft my ~~ ITEM II: I ~evc and lxqueath to LueY M. Nichols of Enoi$, I'e~sYlvavia, all my motor vehicles, iaual vrhicles and trailer. Also to ~~Y liens oa same iFisny: ITEM r1I. I devise and bequeath SO P~enrt ofmy ate of every natraie and wherever . arcuate to my Wi1re, ANNA M. HUNSBER(}ER. and s0 p~~ in egad sheZ,~, ~ ARTI~ ~ HUNSBER4ER, Vi7II.IJAM T. FIUNSBERGER. ROBERT F. IIUNSBER ~' J~MI?s E. fi[JN3BBRGER, RlCIi'ARIy A. Ifi71Vr3BERGF,I~ JOB J. ~lNSBERG~ pATRICIA JOI-Q(3oN AND CIJq~ ES b. HI~$BBRG nue by ~+tY days. ~ Fr'OViding r>,~y shall survive ITEM IV: Should ANNA M FNNSBERG Iil]rNSHER ~' ARTI~'R E. ~ WIC.L~ T. HtJNSBERGL It. ROBERT F. I3[1N8AERGER, JAMES P. HUI~I3BER(iEi~ ItIC ~~ A- Dt1NSHERGER~ JOB J, NUNSB);RGg~ 1'ATRI'CIq JOHIV3pj~j ,AND C . ~ an3 or die on or before the ~R!~ES D. HUNSBERGER Vieth day following my ~,~ T devise and ~9~th all ofmy estate of cve~ry rwtuee ~ stizpes living on ~ h'e'r smiate to rfly issue per ----____.. tom'-~ ~Y following rtrY death. • r ..T £~2:d T6998£2LTLT6:01 -- ~. ~~~ LT:zT 6002-LT-f1pN • ~ ..~ •I `Ii _J ~IIi 'I I I II 1 •~ :~ i TTEM V. I da+oot that all taxes thet may be assessed is consequence ofmy d~~ of whatever nahue and by whatever ,jurisdiction imposed, shall >~ pfd ~ m axed Y usry salsas as part of the expense of the admirtlstrsdcn of my estate. TEEM VI: I appoint CNARI.BS D. HL-1~1SBERG~ «M. as Executor of this, my Last wii1, ICI VII. I duect last mY for shall root be required m givo T~and for the faitbfW Nert'orrnun~x of bia dudes in any jurisdiction, and should, no~ithsoandin~; this directioq a bond be m4uired, I dii+oct that a sueety bond not be required. ~_ ~S ~OF. Y have bero+mto ~ ny hand this d `N day of J ~ ~ . ~~. ARTHUR R HiJN3BERGER e of ~. Htmdstwg °f~ t ~p~a, fied by t~ ~+ Published and doclatcd by q~ ~~'8~ the Y ~ ~ Hof and for his Last wiL. ~~' therein games, as . >H of -2- . ~-,-r,..-~ ~. .~ ~ ~.5' y t L?„ { E` ~1 * :' H. 4) ~a; is • j r T 1' j .+ ~~* V ~ l'! ~ ~ ~ ~ ~~U ~~ yO /rte O ^~ L LL^` W O W ~ C)~ U N ~ ~ ~ C (d C~ UOU N U o a x ~~ m~ V H W: 0 o m v o~,FoA~ w~u~"zz O,M HUW ~zFOz,~ ~.W~~, ~3 z] ,x o ~, ~.< r.~ .. ~T ~M w a ...', .,. ..~ ~' «: i «. r~ ~, ~Y •N 1~ e?. P:~ ~~ A _.-f LAW OFFICES IRA H. WEINSTOCK, P.C. SUITE loo IxA H. WEINSTOCK 800 N. SECOND STREET JASON M. WEINSTOCK HARRISBURG, PENNSYLVANIA 17102 JOHN B. DOUGHERTY AREA CODE 717 JEFFREY R. SCHOTT TELEPHONE: 238-1657 JOHN POZNTAK ~ +a~c LOUIS J. MICHELSEN January 21, 2010 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Arthur Hunsberger Date of Death: 11/07/2008 No. 21-09-0113 Very truly yours, ~a t~. cL2e,,,~.~Cf~ IRA H. WEINSTOCK iHW:lsw Enclosure cc: Pattricia Johnson FA%: (717) 238-6691 E-MAIL ADDREBS weinstock.law@verizon.net =~ -;. , .-. i~ n ~ Z t..i,~ r.' 1 ' Zr^ ~ . N i i r"~; y1 r T ' ~' CU =~ ~ ~ b N „-a; -r lLT : .. ..r '4 .E .t, .,. wi; as .~ 1.= _ ~.