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Home My WebLink About02-23-11~'~ REV-1500 E"t01-t0' ~ '1505610143 PA Department of Revenue peon ~ ante OFFICIAL USE ONLY ' Bureau of Individual Taxes ~~~ ae~x courdy code vex Fee Number PO 60x.280601 INHERITANCE TAX RETURN 21 11 Harrisburg, PA 17128-0601 RESIDENT DECEDENT oa~lg ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 189 36 1395 10 25 2010 10 30 1945 Decedent's Last Name HODGES Suffix Decedent's First Name MARIANNE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name HODGES JR. CLARENCE MI M MI C Spouse's Social Security Number THIS RETURN MUST BE FILED !N DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS 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 ^ 5. Federal Estate Tax Return Required hate a dean, aaer 12-12-92) ^ g, Decetlant Died Testate ^ T Decedent Maintained a Livirg Trust 8. Total Number of Safe sit Boxes (Attach Copy of V~iU) (Attach Copy of Trust) t( - DePo ^ 9. LiBgat+cm Proceeds Ret~ived ^ 10• bet i2 3&i~ai a~ndti-1~~ ~' ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORINATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number THOMAS A CAPPER 717 232 8731 r,_i -fir REGISTER F Y~1 tLLS USEONLY :~ '~`~v ~ mss' t j First line of address + ~ :'L C7 t~ ,-, ~->r _. ='`~ w =.r 2303 MARKET STREET a~~~ _ Second I'rne of address ~ O~ ~' `~ - ~ ~ Post ~~ D~E FILED ~ ~ C State ZIP Code ~' CAMP HILL PA 17011 Correspondent's e-mail address: capper@bmc-iaw.net Under penalties of perjury, I declare that 1 have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is tote, correct and complete. Declaration of preparer other than the personal representative rs based on all informatron of which rer has a + PfePa ny knowledge. ~.n~.;t.~,Z ~, p,~.y,c,.... - ~_ Clarence C. Hodges, Jr. ~.~Qr-, ~ Za ADDRESS 207 W. Elmwood Avenue, Mechanicsburg, PA 17055 SIC~pTURE OF PREPARER 07HFp1}iANREPRESENTATIVE ,,.« Thomas A Capper ADDRESS. V V - 2303 Market Street, Camp Hill, PA 17011 Side 1 1505610143 1505610143 J REV-1500 EX 1505610243 Decedent's Name: HODGES, MARIANNE M. 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 & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 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. Decedent's Social Security Number 189 36 1395 500.00 0.00 500.00 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 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. 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 .00 5 0 0. 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 0.00 500.00 500.00 0.00 0.00 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 11 Hodges, Marianne M. STREET ADDRESS 207 W. Elmwood Avenue CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A• Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. (1) 0.00 Total Credits (A + B) (2) 0.00 (3) 0.00 (4) (5) ~.~~ 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 property transferred :.................................................................................. b. retain the right to designate who shall use the property transferred or its income :.................................... c. retain a reversionary interest; or .................................................................................................................. 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? ................................ ....................................................................................... x 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 IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9196 (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 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 retturn 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 21 ears 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 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 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 12 percent [72 P.S. §9116 (a) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether y blood or adoption. SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. COAMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Hodges, Marianne M. 21 -11 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Personal possessions. 500.00 ~ TOTAL (Also enter on Line 5, Recapitulation) ~ 500.00 COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Hodges, Marianne M. FILE NUMBER 21 - 11 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY DATE OF DEATH tnGude the name of the transferee, their relationship to decedent VALUE OF ASSET and the date of transfer. Attach a copy of the deed for real estate. - - - _-- - ~--- .-_.-_. __----- ~0 OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 r Fidelity Freedom 2015 95,148.00 ._ .-... _--- -- __. 95,148.00 0.00 Plan #57506 -Harrisburg Diocese 401 K Shares/Units: 8,309.864 Beneficiary: Clarence C. Hodges, Jr. (Husband) i I ~ ~i 'I ~, ~ i I ~ ~~ TOTAL (Also enter on line 7, Recapitulation) 0.00 REV-1813 EX+ t11-08) COMMONWEALTH Of PENNSYLVANIA - INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hodges, Marianne M. SCHEDULE) BENEFICIARIES NUMBER ', NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. ~'~,TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 ~ Mr. Clarence C. Hodges, Jr. 207 W. Elmwood Avenue I, Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Husband FILE NUMBER 21 - 11 SHARE OF ESTATE (Words) Personal property ;Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMOUNT OF ESTATE ($$$) TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 ~zsoooo~n~oa ~~~~~ 00 r~['~N~ fAa 77~ O~ ~m '~ ~~~~ s ~~~ t,: c~ ~> L.4- I y (~ ~~•t~ ~ t i... ~ ~..:_.~~ c~~ <? C~ ~~ ~, _ ~ W ~ ~ C~ ~ ~~ ~_ Q ~ m = - QO y = ~U y ~ ~ ~ M M = r ~ Z ~ N p c r. _ =~ ~ w 0 c U~~ O ~ - LLD=Q Z O ~ ~ Q oa = ~ ~ ~ _ ~ Z ~ ~~ ~ ~~ ~ JWj(n = ~ _ ~ ~ Q _ ~ ~ ~ ~ ~m ~ ~=Ua ~~ = = ma ,..fl u~ Y:i. A\ ~ y W cVa ~~ ~. c ,_ ~, ., , ~? ~~ Bx Y V c- O~