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Home My WebLink About03-20-121505610105 '-'~ REV- ~ SOO Ex (oz-u) (Ft) OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number oEO a~ : .~~„~ _ Bureau of Individual Taxes PO BOX 28o6oi /' ~~ INHERITANCE TAX RETURN ~ ~ ~ RESIDENT DECEDENT (~ Harrisburg PA t~tz8 D6oi ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Blrth MMDDYYYY __ 197-26-2240 02/24/2011 ', 10/15/1946 Decedent's Last Name Suffix Decedent's First Name MI _ __ _ __ Hunscher E Gail '_ (If Applicable) Enter 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 WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation 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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ___ Laura A. Backhaus (717) 991-3369 First Line of Address 4716 Maple Shade Drive Second Line of Address City. or Post Office 'Harrisburg REGISTER OF WILLS USE ONLY ~~ ~ ~~ ~j ~ ~ ~.. ~ C~ DAT~ D -~. -~-, ' --f !'~J .ri ~,c~ Correspondent's a-mail address: IbackhaUS COmCaSt.net T r~'~~ ~, r ~ t--~ a ;-=-~ r'} , =.:1 ~ i ` ,,:;_ _~ n'i ~~ Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belies, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA OF PERSON RESP IBLE FIL~ U N ~/~ ~AT~~7~ /~ . Y/ V/ ADDRESS 4716 Maple Shade Drive Harrisburg, PA 17110 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J REV-1500 EX (FI) no~o.~o.,r~~ ~~,mo~ Gail E. Hunscher Decedent's Social Security Number ............................... __. 197-26-2240 RECAPITULATION - -- - - 1. Real Estate (Schedule A) ............................................. 1. 0.00 2. Stocks and Bonds (Schedule B) 2, 2,194.80 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ' 0.00 '. . ' 0.00 1505610205 1505610205 REV-1500 EX (FI) Decedent's Social Security Number ___ __ __ Decedents Name: GBiI E. HUr1SCh8f 197-26-2240 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. ', 0.00 1 2. Stocks and Bonds Schedule B 2. ' 2,194.80 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. ' 0.00 4. 9 9 ( ) ......................... Mort a es and Notes Receivable Schedule D 4. .. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 2,487.53 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. ': 0.00 7. Enter-Vivos Transfers & Miscellaneous Non-Probate Property 76 14 414 (Schedule G) O Separate Billing Requested...... .. 7. , . 8. ( 9 ) ........................... Total Gross Assets total Lines 1 throu h 7 8. ' .. 19,097.09 9. - - Funeral Expenses and Administrative Costs (Schedule H) .............. ..... 9. ', 11,804.51 ': 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .......... ..... 10. 18,534.40 11. Total Deductions (total Lines 9 and 10) ............................ ..... 11. ': 30,338.91 12. Net Value of Estate (Line 8 minus Line 11) ......................... ..... 12. ' -11,241.82 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which .. .. 00 0 an election to tax has not been made (Schedule J) ................... ..... 13. . 14. 1 ( ) ................... Net Value Sub'ect to Tax Line 12 minus Line 13 14. ..... -11,241.82 ', TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ .................................. __ transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate X .0 45 ' 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 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX {FI? Page 3 r-e~weden++c ~`.,mr,lntn At~r~rncc• Flle Number ~~~~~. ~.._ - -----r ---- - ------ - DECEDENT'S NAME Gail E. Hunscher STREET ADDRESS 1057P Allendale Road CITY ;STATE j ZIP Mechanicsburg i PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 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 OVERPAYMENT. 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. (1) 0.00 Total Credits (A + g) (2) 0.00 (3) 0.00 (4) 0.00 (5) 0.00 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 ......................................................................................................................... .... ^ tl. 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 without receiving adequate consideration? .......................................................................................................... .... ^ 3. Did decedent own an "in trust for" orpayable-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. §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 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 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 21 years of age or younger at Beath 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(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)]. 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. REVa5o3 EX+ (7-vj pennsytvania SCFIED~ILE B UEGARTMENT OE REVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Gail E. Hunscher .~~ ___ ........ :......~., ....,,,ma ...crt" ~a„hr ~F aurvivorshio must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size REV-i5o8 EX+ (u-io) ~ Pennsylvania OC-PARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Gail E. Hunscher wig Include~he p^o~~eedWof I~tig/arti ~ ~h nfe uarvivorshin must be disclosedbon Schsedule F. If more space is needed, use additional sheets of paper of the same size. RSV ' 510 e' ~ (08-09} ~ Pennsylvania SCHEDULE G ~~ DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Gail E Hunscher +~~._ __~_~..i,....,.,..F ti„ ~,.«...teforl nnrl Florl if fha an~WPr to anv of ouestions 1 throuoh 4 on page three of the REV-1500 is yes. If more space is needed, use additional sheets of paper or the same size. R_V~ ill GX r !10-Q9) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF Gail E. Hunscher Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION NUMBER A. FUNERAL EXPENSES: 1' James McGhee Funeral Home 2 .Catholic Cemeteries 3 Catholic Mass and Flowers a Funeral Luncheon 5 Alessi Memorials s Planning and Travel Expenses g, ADMINISTRATIVE COSTS: I, Personal Representative Commissions: Name(s) of Personal Representative(s) ._LaUra BackhaUS_ __......____.__.__........_......._._..._.._.._.....__._.__._-..__....___......_.....-___- street address 4716 Maple Shade Drive Harrisbur state PA zIP 17110 City _ 9 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 ZIP _ Relationship of Claimant to Decedent _.__ _... -.. -- ..__-- - ----------- 6,522.00 ' 1,400.00 1,370.47 960.56 1,017.92 197.26 4. Probate Fees: 103.50 5. Accountant Fees: 6. Tax Retum Preparer Fees: , 232.80 > ~~ Moving Expensives TOTAL (Also enter on Line ~l, Recapitulation) $ 11,804.51 If more space is needed, use additional sheets of paper of the same size. RFv-islz ex+ t72-oai `i, ~ Pennsylvania SCHEDULE I DEPARTMENT Of REVENUE DEBTS OF DECEDENT, INHERITANCE Tax RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT FILE NUMBER ESTATE OF Gail E. Hun scher di d e me A the decedent prior to death that remained unpaid at the date of death, including unreimburse d b AT Report y debts incurre E D LUE AT ITEM NUMBER DESCRIPTION OF DEATH 27.52 I ~ Penna Turnpike E-ZPass 373.53 2 First Premier Bank: Account Ending in 3766 683.79 3 First Premier Bank: Account Ending in 7287 3,852.53 4 Capital One Bank: Account Ending in 9938 5 Capital One Bank: Account Ending in 3981 5,339.84 1,121.26 6 Capital One Bank: Account Ending in 8967 7 Capital One Bank: Account Ending in 2368 4,174.84 444.92 8 PPL: Account Number 80190-89160 9 Verizon: Account Number 71767111021962 153.53 10 Verizon: Account Number 7177668141194 252.76 135.97 11 Pinnacle Health: Account 495343 310.44 12 PPL: Account Number 60680-66148 490.88 13 Chase: Account Ending in 9252 14 Target National Bank: Account Ending in 6194 1,172.59 TOTAL {Also enter on Line 10, Recapitulation) $ 18,534.40 If more space is needed, insert additional sheets of the same size.