The URL can be used to link to this page

Home My WebLink About04-26-1015056041125 REV-15~~ Ex (os-05)' OFFICW. USE ONLY PA Departrnent of Revenue 8 of IndmduN Taxes INHERITANCE TAX RETURN County Code Year File Number Po eox 28oso1 2 1 0 9 0 7 7 8 PA 17128-0601 ' RESIDENT DECEDENT ENTER DECEDENT INFORMATION BE(.OW Social Security Number Date of Deat Date of Birth 1 8 7 3 4 0 3 1 1 0 8 1 ~',0 2 0 0 9 0 3 2 6 1 9 4 4 Decedent's Last Name ~ Suffix Decedent's First Name MI H O U G H R O D N E Y K (If Applicable) Enbr Surviving Spouse'Is information E Spouse's Last Name Spouse's Social Security Number FILL. IN APPROPRIATE OVALS BELOYM 1. Original Retum ^ 2, ^ 4. Limited Estate ^ qa. ^ 6. Decedent Died Testate ^ 7. (Attach Copy of wilq ^ 9. Lfigation Proceeds Received '' ^ 10. CORRESPONDENT -THIS SECTION Name S U S A N J. Firm Name (If Applic~le) Sulfa Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI mental Re'tum ^ 3. Remainder Retum (date of death prior to 12-13-82) Interest Compromise (date of ^ 5. Federal Estate Tax Retum Required after 12-12-82) ent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes ~ Copy of Trust) sl Po~rty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) 3n 12-31-91 and 1-1-95) (Attach Sch. O) llST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATpN SHOULD BE DIRECTED T0: ~, Daytime Telephone Number H 'A R T M'A N 7 1 7 2 4 9 7 7 8 0 r..~ REGISTER WILLS USE ~.Y D U N C A N & H A R T M' A N P C ~'~ -r~. First line of address F ...~ . . r ~ ~ n ~ t- 1 I R V I N E RIO W I r -? =~ m iV '~ c.;~ rn Second line of address F { ~. C~ C. ,, 'L~ ,, ~ ~- .. + .. I 4 3 City Or Post Office State ZIP Code FILED „~- ~. C A R L I S L E ' N P A 1 7 0 1 3 Correspondents e-mail address: SUSanh ftfYlan et under penalties of perjury, I dedare that I have it ~ ~. complete. Dedaratlorr of this retwrr, ' other than the aooonrpanyirrg schedules and ~, and tD the best of my knowledge and betieef, I tative is based on ant infomrati f hi h on o w c preparer has any k-rowledge. SIGNA OF E N SIBLE FOR FILING RETURN A ~~~ `~ ADDR 1016 SHANNON LANE CARLISLE PA 17013 SIGNATU OF PREPARER OTHER E RESENTATNE D RESS DZ< !O PA- ~o~ II PLEASE E ORIGINAL FORM ONLY I ~, - Side 1 1 C/1CCn w ~ ~ nr I ~ ~~~`~ _j ..1 ~ _.* _., ~~ t ~ 15USbU411l5 ~J 15056042126 REV-1500 EX ' Decedents Social Security Number Deoeder>t's Name: RODNEY K I'' HOUGH 1 8 7 3 4 0 3 1 1 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 8~ Notes Receivable (S ule D) ...................... 4. • 5. Cash, Bank Deposits & Misoella us Personal P rty (Schedule E) ....... 5. ~ 5 3 9. 0 1 6. Jointly Owned Property (Schedule ) ^ Sepa to Billing Requested ....... 6. 2 0 2 • 6 5 7. Inter-Ynros Transfers $ Miscellaneo s N~robate Property (Schedule G) Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ~, ... ...................... 8. 7 7 4 1 , 6 6 9. Funeral Expenses & Administrative (Costs (Schedul$ H) ................ 9• 8 1 0 8 • 9 9 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............ 10. 7 1 6 , 2 4 11. Total Deductions (total Lines 9 ~ 1!b) ........................... 11. 8 8 2 5 • 2 3 12. Net Valus of Estate (Line 8 minus L~ne 11) .............. . .. . . . . . 12. - 1 0 8 3 • 5 7 13. Charitable and Governmental Beq 911311rusts for which an election to tax has not been mad (Schedule J) . . ....... . . . . . • • , . 13. 14. Net Value Subject bo Tax (Line 12 minus Line 13) ~~ .................. - 1 0 8 3 • 5 7 14. 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 .0 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of line 14 taxable at collateral rate X .15 19. TaY Due 20. FILL IN THE OVAL IF YOU ARE ~ ~ ~ 15. • 16. 0 . 0 0 17. 0 . 0 0 1s ........... ............. ... ....... 19. Ai OF AN OVERPAYMENT Side 2 15056042126 15056042126 0. 0 0 0. 0 0 0. 0 0 0. 0 0 0. 0 0 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 0778 DECEDENTS NAME RODNEY K. HOUGH STREET ADDRESS 151 D STREET CRY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: ~ • 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 4. ff Line 2 is greater than Line 1 + Line 3, enter the a Fill in oval on Rage 2, Line 20 to 5. If line 1 + Line 3 is greater than Line 2, enter the A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the (1) 0.00 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E ) . This is the OVERPAYMENT. a refund. , This is the TAX DUE. DUE. 0.00 (3) 0.00 (4) 0.00 (5) 0.00 (5A) (5B) 0.00 Make Ch k Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did dec~dertt make a transfer and: Yes No a. retain the use or income of the transferr~d : ...................................................................... ^ Q b. retain the right to designate shall use the pra~perty transferred or its income• ............................... ^ Q c. retain a reversionary interest; ............................................................................................... ^ d. receive the promise for life of payrrrents, benefits or cue? ....................................................... ^ Q 2. ff death occurred after Deoerr~ 1 ,1982, did de~dertt transfer property within one year of death without receiving adequate Dons' ? ......... 11~ ........................................................................... ^ 3. Did decedent own an'in trust for' payable upon dot bank accotmt or security at his or her death? ......... ^ Q 4. Did decedent own an Individual Re irement Account,; annuity, or other non-probate property which contains a benefiaary designation ...................... ~............................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE For dates of death on ~ after July 1,1994 and before Jant is three (3) pert+ertt (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate (72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exemgt filing a tax return are still applicable even if the surviving sl For dates of death on or after July 1,2000: The tax rate imposed on the ne# value of transfers from a c adoptive parent, or a stepparent of the child is zero (O) pen INS IS YES YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. 1,1995, the t~ rate imposed on the net value of transfers to or for the use of the surviving spouse imposed on the that value of transfers to or for the use of the surviving spouse is zero (0) percent transfer to a sun~rving spouse from tax, and the statutory requirements for disdosure of assets and Dose is the only tbeneficiary. ~oeased child twt~nty~ne years of age or younger at death to or for the use ~ a natural parent, an ant [72 P.S. §9116(aX1.2)]. The tax rate imposed on the net value of transfers to or for he use of the ded~dent's lineal beneficiaries is four and onefialf (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 use of the drt 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 lust one parent in common with dint, whether by blood or adoption. REV-1508 EX + (6-~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDVLE E BANK DEPOSITS, ~ MISC. :R50NAL PROPERTY ES/T~ATE/OF 1 ./~ /~ FILE NUMBER Q^ ^~AI~rV ~ Y! 1I I(=V ~~I A~ AA ^ ~ ~ ~ ~ V .7 V ~ ~ Q Include the prnoeeds of ~tiga ' and the date the proms crate received by the estate. AN property right of sunrirors ip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2003 BUICK LA SABRES DAN - WES PENN AUTO SALES 3,000.00 2. STATE FARM INSURANC -REFUND 94.03 3. _ HOFFMAN ROTH FUNE _ L HOME F~EFUND 100.00 4. SECURITY DEPOSIT REF _ ND 151 D'STREET, CARLISLE, PA 614.64 5. PA TREASURY UNCLAIM I D PROPERTY 1,044.27 6. PROCEEDS OF EDWARD JONES ACCOUNT 757.75 7. STATE FARM INSURANC ~ REFUND 59.66 8. I STATE FARM INSURANC~ ~~ REFUND 100.66 9. PMSLIC INSURANCE REF I ~~ I~'~ ~~ '~~ i i i ND 1,768.00 TOTAL (Also enter on line 5, Recapitulation) ; 7 539.01 ~~ ~\Vr-~W~ LA T ~{T~7V~ SCHEDULE F ~ JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER RODNEY K. HOUGH 21 09 0778 M an asset was made ' int within one yeat of the decedent's date of death, it must be n;ported on Schedule G . SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. CAROL WILSON 9 Potato Re~ald NONE spars, PA 1 x'304 B c JOINTLY-OyYNED PROPERTY: ITEM LETTER Fat JOINT ~~ MADE INCLUDE NAME OF FI ~~~~ ~ ~~~ INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH 96 OF DECD'S DATE OF DEATH VALUE OF NUMBER TENANT JaNT IDENTIFYING NU ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 03/06 SUSQUEHANNA BANK CHKG # 151130807 405.30 50. 202.65 [SEE DOD LETT ~, ~I R] TOTAL (Also enter on tine 6, Recapitulation) S 202.65 REV 1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDt/tLE H FUNERAL EXPENSES ~ ADN~INISTRATIVE COSTS FILE NUMBER RODNEY K. HOUGH 'i 21 09 0778 , of decedent must be reporbsd on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUME L HOME 4,804.81 2. CATERING FOR FUME L RECEPTION 737.76 3. CONTAINERS 140.00 4. FOOD FOR FUNERAL R CEPTION 118.00 5. BIANCHI MONUMENTS - EADSTON~ 8~ FOUNDATION ~' 1,303.00 B. ~~ ADMINISTRATIVE COSTS: ~ , Personal Representative's Comm ions Name of Personal R (s) Soda) Security Numbers N Number of Persdrrat Representative(s) Street Address CtrY State Zip Year(s) Commission Paid: 2. Atbomey Fees DUNCAN 8~ H RTMAN, PC 500.00 3. Famiy Exemption: (tf decedents is notate same~as daimamCs, at~ch explanation) Claimamt Street Address City - I State rp Rehationship of Claimant iq 4• Probate Fees REGISTER OI~ WILLS ~~ 82.00 5. Aooountanrs Fees 6. Tax Retum Preparet's Fees 7. DEATH CERTIFICATES ~'~ 8.00 8. DEATH CERTIFICATES ~~, 8.00 9. FILING FEE 15.00 10. STATE FARM ', 175.00 11. EDWARD JONES 67 42 12. JOHN KLINGER TAX PI~IEP 150.00 TOTAL (Also enter on line 9, Recapitulation) S 8 108.99 REV-1512 EX + (12-03) SCHED!/LE corue~o"wEn~ni of r~E""snvn"w DE TS OF DECEDENT, '" RES DA"E"r DECEDENTR" ' MORTG E LIABILITIES, ~ LIENS ESTATE OF RODNEY K. HOUGH Report deitrts incurred bl- the decedent do death which pal' ITEM NUMBER 1. TRASH HAULING 2. TRUCK RENTAL 3. NOTARY FEE -TITLE TRP~NSFER 4. COMCAST 5. PPL 6. CONSERVATIVE ORTHOPIEDICS i 7. i UGI ~~~ 8. AT~T 9. BENDER, INC. FILE LIMBER 21 09 0778 unpaid as of the date of death, including unn~imtwnsed medical expenses. VALUE AT DATE ON OF DEATH 225.00 131.96 5.00 54.52 126.67 71.84 22.04 52.71 26.50 ', TOTAL. (Also enter on line 10, Recapitulation) ~ 716.24 (If more space is needed, additional sheefis of the same srae) REY-1513 EX + (g.~op) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RODNEY K. HOUGH NUMBER NAME AND ADDRESS OF PER ON(S) RI I. TAXABLE DISTRIBUTIONS [dude outri~ ht I S 91 ec. 16 ( (1. )2 ] 1. ADAM HOUGH 1016 SHANNON LANE CARLISLE, PA 17013 2. ERIC HOUGH 3930 LOUISIANA ST., APT. # 11 SAN DIEGO, CA 92104 3. MATTHEW HOUGH 4336 LERIDO DRIVE SAN DIEGO, CA 92115 SCHEDULE J BENEFICIARIES FILE NUMBER 21 09 077 RELATIONSHIP TO DECEDENT PROPERTY Do Not List Trustoee(s) ~, and traders under Lineal Lineal Lineal AMOUNT OR SHARE OF ESTATE 33 1 /3 33 1 /3 33 1 /3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHO ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO~t WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS'. 1. TOTAL ~ PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I s /If mnn? cnarx~ ~c n~riarl incprt arlrlifl~nal chaatc of the cams ci~Pl November 4, 2009 SUSAN J. HARTMAN, ESQUIRE ONE IRVINE ROW CARLISLE, PA 17013 RE: Rodney K. Hough Estate SS #: 187-34-031 1 DOD: August 10, 2009 To Whom It May Concern: '' Sus uehanna 9 Susquehanna Bank 26 North Cedar Street P.O. Box 1000 Lititz, PA 17543-7000 Toll free 800.311.3182 In response to your letter of Octot~er 28, 2009, here is the above c I ustomer account information as of Au ust 10 20 g , 09. • Account Title: Account #1 Rodney K Hough Carol E Wilson • Account Type/# Ckg/~l 51130807 • Date Opened /Maturity 3/ 16/b6 Opened Joint • Interest Rate: .OS% • Account Balance*: 405.30 • Accrued Interest: .05 • YTD Interest: .36 *Account balance does not include accrued interest. There is no safe deposit box in the name of the decedent. If I can be of further assistance, please feel free to call. Sincerely, Dawn M. Berrier Support Services Lead 1-717-625-6546 DMB/Ijr