HomeMy WebLinkAbout11-30-1015D56101D1
REV-150Q ~tO1_io, ~
PA Depatfirtent of Revenue P~~Ylvarlia OFFtPIAL USE ONLY
Bureau of Indivtdual Taxes °~~'~„"'~°"`v`"~` County Code Year File Number
. PO BOX 28o6oi INHERITANCE TAX RETURN ~ ( I Q p oc~(o (o
Harrisburg, PA i7s~8-a6oi RESIDENT DECEDENT 1 l
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death lu!luiDDYYYY Date of Birth MMDDYYYY
204-01-1445 11/14/2009 08/27/1917
Decedents last Name Suffix DecedeM's First Name MI
HOPPLE SR ROY M
tff Applicable) Eller 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 YYIT~i 1'HE
REGISTER OF WILLS
FILL IN APPROfpRtATE OVALS BELOW
t>b 1. Original Retum O 2. Supplemental Retum O 3: Remainder ('tgtum (date of death
prior to 12-43x82)
O 4. limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Est~td Tax Retum Required
death after 12-12-82)
O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Sate Deposit Boxes
(Attach Copy of Witt) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 1Q. Spousal Poverty Credit (date of death O 11. Eleckfon to tp~a under Sec. 9113(A)
between 12-31-91 and 1-1-95} (Attach Sch; q)
CORRESPONDENT - THI5 SECTIai MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SIHOU !~ BE DIRECTED T0:
Name, Daytime Telephon¢ Number
DAVID E. HOPPLE (717) 652-42a~7!
First tine of address
7726 VALLEY VIEW AVENUE
Second fine of address
Gity or Post Office
HARRISBURG
State ZIP Code
PA 17112863
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Correspondent's a-mail address:
Under panellises of perjury, I declare that I have a ed this return, including accortipanyirg schedules and statements, and to the my krwMAedge and belief,
ii is true, correct and . Declaration of r other th~j fhe personal representative is based on afl krformation of which pre~r~r has any knowledge.
SIG TU OF PEF~S R P S18LF,~ FILING ,1l I'I DATE
7726 VALLEY VIEW
PENNSYLVANIA 17112.3863
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A7730 VALLEY VIEW AVENUE HARRISBURG, PENNSYLVANIA 17112-3863 _7
PLEASE USE ORtO1NAL FORM ONLY
Side 1
15D~56101D1 15D561D~g1 J
~~
REV 1500 EX Decedent's Smdal Security Number
z~-0~~~~J
Decedent's Name:
RECAPITULATION
1.
.............:........
Real Estate (Schedule A} ........................
1. 0'~
2. Stocks and Bonds (Schedule B) ........................... ... 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C} ..... 3. 0•~
4. Mort a es and Notes Receivable Schedule D ..................
9 g ( )......... 4. 0.00
5. Cash, Bank Deposits and Misceflaneous Personat Property (Schedule E)....... 5. ~•~
6. Jointly Owned Property (Schedule F) O Separate Biiiing Requested ....... 6. ~•~
7. Inter-~vos Transfers 8 Miscellaneous Non-Probate Property
0
~
(Schedule G) C Separate Billing Requested........ 7. •
8. 7otai Grose Assets (total Uses 1 through ?) ............................. 8. 0.00
9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 5,458.50
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10.
11. Total Deductions (total Lines 9 and t0) ............................... . . 11. 8,458.60
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 0.00
13. Charitable and Governmental BequestslSec 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. 0.00
7AX CALCULATION -SEE INSTRUCTIONS FOR APPL{CABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable •
at sibling rate X .12 17•
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ............. ........... 19. 0.00
7505610105
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1505610105
Side 2
O
150561[1705 ~-
I
REV-1500 EX Page 3
Decedent's Complete Address:
Fila Numt»r
ROY M. HOPPLE
STREET ADDRESS
c/o CHAPLE POINT
TTO SOUTH HANOVER STREET
-- --- - __ ~ sTATEPA c~r17013
C CARLISLE ,
Tax Payments and Credits:
1. Tax Due (Page 2, Line i9}
2. CreditslPayments
A. Prior Payments
B. Discount
3. Interest
4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the 01tERPAYMENT:
Fill in oval on Page 2, Line Zd to request a refund.
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1)
Total Credits (A + 8) (2)
(3)
(4)
(5)
Make check payable to: REGISTER OF WILLS, AGE~(~T.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THEIAPPROPRIATE BLOCKS
1. Did decedent make a transfer and: ' Yes No
>K
a, retain the use or income of the property transferred :............................................................................~............. ^ ^
b. retain the right to designate who shad use the property transferred or its income :............................................ ^ 0
c, retain a reversionary interesE; ~ ......................................................................................................................... ^
d. receive the promise for life of either payments, benefits or care? .............................. ^
2, If death occurred after Dec. 12,1982, did decedent transfer property within one year of death
g equ Paya ....~~ ....................................~~..............................~ x
without receivin ad ate cvns~deratwn. .............. ^
3. Did decedent own an "in wst for" or bfe death bank account or at his or her depth ............... ^
4. Did decedent own an individual retirement aa~unt, annuity or other non-probate property, which
contains a benefiaary designation? ...................................................:................................................................... ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE ~; ~-ND FILE !T AS PART OF THE R
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate unposed on the net value of transfers to or for the use of the survivinc
3 percent [72 P.S. §9116 (a) (1.1) (i}].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for tNe use of the surviving spouse is
[72 P.S. §9116 (a) (1.1} (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statu~Ory requirements for discbsure of
filing a tax return are still applicable even 'rf the surviving spouse is the only benefiaary.
For dates of death on or after Juty 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural
adoptive parent or a stepparent of the child is 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 bdrte~a~ries is 4.5 percent, except a
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 12 percent [72 PJS. §9116(a)(1.3)]. Asibling is del
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or ~dCtption.