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Home My WebLink About09-01-11 I A ~ ~ .~ ~L-- III It~T ~ ~/~/~'L. ~ M ~. ~ ~, 7-f4 ~. 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes OFFICIAL USE ONLY PO BOX 280601 INHERITANCE TAX RETURN C°unry Code Year File Number Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 09 ENTER DECEDENT INFORMATION BELOW 0811 Social Security Number Date of Death 163-32-5293 Date of Birth 08/23/2009 06/08/1938 Decedent's Last Name Suffix Decedent's First Name Hone MI (If Applicable) Enter Surviving Spouse's Information Below Gerald Spouse's Last Name J Suffix Spouse's First Name Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW 1. Original Retum 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS •- 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 CORRESPONDENT - rHic c~rT~n.~ ....,._ __ _ between 12-31-91 and 1-1-95) ~~cw~t u5E ORIGINAL FORM ONLY Side 1 • - ••- -~~ ~ ~~~~ mva ~ est COMPLETE Name D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION Lisa Marie Coyne, ESq. SHOULD BE DIRECTED TO: Daytime Telephone Number Firm Name (If Applicable) (717) 737-0464 Coyne & Coyne, P.C, REGISTER '~"' ~ ' First line of address S USE ONtI` ~' '~ ~~ ~, ~ ~ --~ -,..~ 3901 Market Street ~ - ~~ ~ ~ Second line of address - , rn ;;3 ~ ~- ~-- ^-~.~ I ` ~ ~' ~ -~~ r _ t~ .' - l `til -'~"~ ~? '` ~' City or Post Office ` , - ~ may- -_; _ Camp Hill ..I ~° .~ r _.~ State ZIP Code D~E FILED r - f.~, ~ ~_~,~ PA 17011-4227 ~~ ` Correspondent's a-mail address: Under penalties of perjury, I declare that i ha„o e„ ;. e urn, including accompanying schedules and statements, and to the best of my knowledge and belief, ~~ ~~ uue, rrect and c mplete. Declaration of preparer other than the personal representative is based on all information of whic SI U E O P ON RE FOR FILING RETURN P parer has any knowledge. _ __ _ _ :- ADDRESS - __ - -- - _ _ -__ ~Z ~Zcs i l Christopher P. Hone, 23115 Fairway Bridge, San Antonio T - _----- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE X 7825$ ADDRESS --_ -- - _ - ----- ------ --- ----- ----- - -- DATE L 15056051058 MI 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) !At-~r~1, e,.~. .,. 15056051058 ~~ w 1 5056052059 REV-1500 EX Decedent's Name: Gerald J Hone Decedent's Social Security Number RECAPITULATION 163-32-5293 1. Real estate (Schedule A) ............... _. __. .... . ............ ...... 1. .... 2. Stocks and Bonds (Schedule B) ......... ..... . ........................ 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3 0.00 .... , , 4. Mortgages & Notes Receivable (Schedule D) ...... . 0.00 ...................... 4. 5. Cash, Bank Deposits & Miscell 0.00 aneous Personal Property (Schedule E) .. , . , 5 6. Jointly Owned Pro a p rtY (Schedule F) Separate Billing Re uest 7 I d 0.00 q . e ...... . nter-Vivos Transfers & Miscellaneous Non-Probate Property 6. (Schedule G) 53,820.90 Separate Billing Requested........ 7, 8. Total Gross Assets (total Lines 1-7).... , ....... ..... .................. 8. 9. Funeral Expenses & Administrative Costs (Schedul H 53,$20.90 e )... • . _ . .............. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 759.00 ................ 10. 11. Total Deductions (total Lines 9 & 10) .......... 54,441.80 .... ..................... 11. 12. Net Value of Estate (Line 8 minus Line 11 55,200.$0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 an election to tax has not b 0.00 een made (Schedule J) . .......................13. 4. Net Value Sub'ect to 1 Tax (Line 12 minus Line 13 0.00 .................. 14. TAX COMPU TATION -SEE INSTRUCTIONS FOR APPLICAB 0.00 _.... LE 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 15. at lineal rate X .0 45 17. Amount of Line 14 taxable 16' 0 00 at sibling rate X .12 . 18. Amount of Line 14 taxable 17. at collateral rate X .15 18. 19. TAX DUE ......... . ..... ...................... ..................19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 F~~e Number Decedent's Complete Addr ess: DECEDENTS NAME 21 09 0811 Gerald __ J Hone DECEDENTS SOCIAL SECURITY NUMBER -------- ---- _ STREETADDRESS -------- -- --- _--- _ _- --- -- - ---- 6 Burnt House Road ------------- 163-32-5293 __ clrY -_ - _ -- _ - - ------ Carlisle ---- ~ STATE -------__------ -------_- ; ZIP _______ PA Tax Payments and Credits: I ~ 17015-9364 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) A. Spousal Poverty Credit 0.00 B. Prior Payments --- --------- C. Discount - 0.00 ----------- - - ---- ------ ~ =00 -------- - -- 3. InteresUPenalty if applicable Total Credits (A + B + C) (2) D. Interest 0.00 E. Penalty - __ -- - -- -- ------------------------------------ - tal Interest/Penalty (D + E ;I 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT (3) . 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. (4) A. Enter the interest on the tax due. (5) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 0.00 Make Check Payable to: REGISTER OF WI LLS, AGE NT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN T 1. Did decedent make a transfer and: HE APPROPRIATE BLOCKS Yes a. retain the use or income of the property transferred... No .......................................................... b. retain the right to designate who shall use the ro P Pedy transferred or its income : ............................................ ^ c. retain a reversionary interest; or ............... d. receive the promise for life of either a ~~~~~~~~~~~~~~~~~""""""' p yments, benefits or ~ ~~~~~~~~~~~~"~"""""""' 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ without receiving adequate consideration 3. Did de ....................................................................................................... ^ cedent own an "in trust for" or payable u on 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 desi nation. 9 ~ ................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SC REDUCE 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 o is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. f transfers to or for the use of the surviving spouse For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for t [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the he use of the surviving spouse is zero (O) percent filing a tax return are still applicable even if the surviving spouse is the only beneficiary, statutory requirements for disclosure of assets and 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 pun er adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1."~]. y 9 at death to or for the use of a natural parent, an The tax rate imposed on the net value of transfers to or for the use of the der dent's lineal beneficiaries is fo 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. ur and one-half (4.5) percent, except as noted in The tax rate imposed on the net value of transfers to or for the use of the decerent's siblings is twelve 12 ercen ~~ Section 9102, as an individual who has at least one parent in common with tf•.e decedent, whether b (blood or t [72 P.,,.. §9116(a)(1.3)j. Asibling is defined, under Y adoption. REV-15o9 EX+ (oi-io) ~ pennsylvania SCHED DEPARTMENT OF REVENUE BILE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: GERALD T. HONE FILE NUMBER: If an asset became jointly owned within one year of the decedent's date of death, it must be re orted o 9_0811 SURVIVING JOINT TENANT(S) NAME(S) p n Schedule G. ADDRESS RELATIONSHIP TO DECEDENT A• Connie Lester 102 W. Willow St., Carlisle, PA 17013 Daughter B C. JOINTLY OWNED PROPERTY: Gerald T. Hone Estate No. 21-09-0811 Calculation for Jointly held real estate: 102 W. Willow Street, Carlisle, Cumberland Count PA: Y. Cumberland County Assessed Value as of August 2009: $85,430.00 Cumberland County Common Level Ratio as of August 2009: x 1.26 $107,641.80 __ ~,, M Tax Parcel # TL. e. w _ oaz2-0as~.y14 ~~ MADE thia~~~ day of ~`" ~ Two Tbousarcd Eour'{Z4D4), BETWI/EN JGSEPH' F, SAS Cumberland CountyS Pew d IRMA W. BALgsC7U, husband s3'tvctccisy and wcfe, of AND Grantors, CONSTANCE M, LES'I'EIt antl GERALD J. with right #o survivorship, ~f Cumberland Coacc~GNE' '~ ten~tr yn common tY~ Pc~ridsylvA4ia, G~cctees, Witnesseth is COQSi~ration of Qne DO/10(? (SII7~t1 DO Hundred Seveat~ ThovsaQd Five Flundred • ), in band paid the ~~~ aid hereby great and convey iA 1'ee simple ta~rrtntwhere0f ~ ~ ledged G ees, tltecr heirs a d ~ w ~ ~~rs do AU that Ioi of round ~~ Borough of Cagrlisle, Cu b~hr~ Pi'ovements thereon e c'~ected situate in the 'I'6ird Ward of tlce d County, Peccnryhan~ houadad and dtscrr BEGINNING at A poircr at the ittt 'bed ~ follows;. V4'sllow S#reet; thence South ersect~'°n of the Center lines of Soatb Pytt S thence West a[ ~g the tenter Tine of South Pitt S frost and West °~ the line of land now- or forace ?0 feet to a . Point; thence NortEt along the line now ar Eons ~ of Roy G, Line and wif Point,. point in the center Iine of West `W e~Y of b. Arthur ~ 97 feet to Willow S 4 41ow S Clouser sad wi#e, 74 feet to a ~'~~ . 7 feet to the Race of BEG~t; ~eM°~ East alo~t$ the ttnter line of Wes# dwelling house mown as lOZ West Willow StrNNING. BEING icn ~~ Cariisk. Proved with a two story BEING the same prope~y which. Joseph F. March I x, 19g9, and recor $stlattio and Irma W, Balascco b Penstsyivani ~ ~n tlce (ice of the Recorder of ~ in Deed Book I95, pa a Deeds ofCccm~ Y deed dated and Irma W, Baiascio, Grantors herein, ~' granted and tonv Berland County, eyed unto Joseph F, galasctio SUBJECT, Hp'~VER, to such afor~escribed tr$ct of land easeroeA~~ rest~ctions and coalitions that ma a recorded and gnrecorded. Y pPtY to the s C _;~"; i Acid Grantors do herelsy coveaseat and agree that they will warrant specia the hereby conveyed, ~' P~Perty IN WITNESS WHEREOF, Grantors have hereunto set their Bands and seep e Year first above written. th day and WITNESS b } Irma W. Baiascio CQMMONWEAI~TH Off' PENNSyL~rANIA COUNTY OF CITIVYBERLANIA oti t>,~, the day of 2p~, before are, a oo#a Cuu~berlaod, orumonwealt6 of Peansylva~ia, the uudersitgnted oiler nd far the County of dosepb F. Babtsciv and Yana W, B ~ personally aP~~ ~+acio, known to me (or satisfacto ' persons wlYase names are sLbscnibed to the wittlYis mstrwmeo and ~ proven) to ~ ~ ~ acknowkd executed the same for the Purp~es therein contained. ~ that #hey IN WITNESS WHEREOF, I hereunto set my band B~idgat ~Naaria[ 5ea1 Cartiate ,~C ~ai°°~ N MY Coaimisai~ ~Y Member, w~ 7tme I0. 2(!06 ~at+to~t~ r N ••W''- ...; Y do hereby certify that the precise residence and complete st oB'iee Grantees is: - 1rfD /- ` *ddrA'ess of the within ~vflK ~S5 ~~~~ ~~2~- ._ Co~ortwEA~,Tx of pErnvs~..v~. ; :~ COUNTlr OF CUMBERLAND ; RECORDED on this day of ` _____~ A.D. 204, in the R~ecarder's of~~e of the said County in Deed Book Recorder ~ Ce~i~y this to be recorded ~~ Cumberland County PA .r'' ~ ~ C~urt~rlan~C au n ~ R~co~er of deeds ' x { . a ! i ,, f i p • •' • S ~~_•~ • ~~ecarder of ~cec~ / -; ~~ Recei~k~ ~4~8 rq ' ' w ~: a3 "y IAStrIE 2004-g44~ti5 1b1~4/2~ i~sZ?:41 w a a ~ ~ o ~ Re~arlcs: ~ " c, ~ o !~5 TQt/l~lE w ~ -~-i-~ c~.t ~ if .50 a v ~ d v ~ ~ I~EI~ - ftiilT ~ ~ ter: =` C~ IIEEiI - RTT STI4TE ~~~.~ v g CA R 1. 1 ~ ..f . A R t ~ 58'1.58 Ry t ~ ~ j~ ~ y ~ p ~ y~ y f~j 1rlN\f.tti74 L D iiRWSIiI ~a~ ~~ //{{ A ,~,~.s. r a.r.~, i~.o~ FCC. I~RS~'iT FEl~ltl 3.~ CheGkiE 97 t1 y2I3.50 G~ ~8 i1:175.84 . T~fal Re~'eived..,.,., l~,3B8,50 8o~x ~f~ - .~~~4~~ 4 REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS t51A1 t OF Gerald J. Hone ITEM NUMBER __ A. FUNERAL EXPENSES: 1. FILE NUMBER 21-09-0811 Debts of decedent must be reported on Schedule I. DESCRIPTION B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Overnight Mailings s. Reserves 9. Filing Fee-- Supplemental Return Zip AMOUNT 500.00 Zip 100.00 44.00 100.00 15.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insr;rt additional sheets of the same size) 759.00 REV-1512 EX+ (12-0$) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Gerald J. Hone 21-09-0811 Report debts incurred by the decedent prior to death that remained unuaid at the date of death_ ~~~i~~~~~~ ~~~~o~m~,..~ea ...~a:..-.....______ •~ ~~~~~~ ~Na~C ~~ iieeuea, ~nseR aaai~ionai sneets of the same size, C OYI~TE & C OYNE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne Jaime L. High 3901 Market Street Camp Hill, Pennsylvania 17011-4227 717-737-0464 Fax: 717-737-5161 www. coyneandcoyne. com Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Madam: August 31, 2011 ~~ ~ ~ ~ c~~ _~ { , Re: Estate of Gerald J. Hone, Deceased -, ~~ ~ =,~ ,_ No. 21-09-0811 ~ ~ ~' `~ - '- ~,,,.~ ~; We represent the Estate of the Late Gerald J. Hone. Enclosed please find an original and two (2) copies of a Supplemental Inheritance Tax Return for this Estate. Kindly docket the original and return to me a "clocked-in" copy with the enclosed envelope. Also enclosed is Check No. 150 in the amount of $15.00 as the filing fee for the Return. Please issue receipts for payment of this fee. Thank you for your assistance. If you have any questions, please contract me. Very truly yours, COYNE & COYNE, P.C. ^~ a Marie Coyne LMC/cmc Encl. Cc: Christopher P. Hone, w/encl. ,, IS. _ ~., .3, r :j _ 'F ` fir. ~ . ~~ ~. ~ ,~ ~~ ; y,~,. s .:>: ,; a .. ,... %t~.: ~. ~~ ~. ~~ _ FOREVER- ~. ~