HomeMy WebLinkAbout07-23-121505610143
REV-1500 "`
FAA De artment o` Revenue ~ OFFICIAL USE ONLY
P pennsylvania -.
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Bureau of Indwldual Taxes a, .
f=o aox Zeoso~ INHERITANCE TAX RETURN 2 1 1 1 0 1 2 4 1
Harrisburg P~ ,~,2~-oaot RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW ---°-~
~~ur-~_r.~ec inty fdu,nbElz Date of peach Date of Brrth
224 46 7334 10 21 2011 05 03 1939
U~ir.<ie„t s t.aral rd:~mt.
Sutf~x Decedent s First Name
HINKLEY SHERMAN R
(If Applicable} Enter Surviving Spouse's Information Below
~Pe,.c;e - ~asr Pd~as,,~' Suffix Spouse"s First Name
,f :usr ~;rcaal Secun(y Ntiml;er
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
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CORRESPONDENT -THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE CtIRF~'EC~ Tri
Name
Daytime Telephone Number
DEBRA K WALLET 717 737 1300
First line of address
24 NORTH 32ND STREET
Second line of address
City or Post Office
CAMP HILL
Carrespondent'se-mail address: Wdltetdeb~aOl.COm
REGISTER O~ILLS U;
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State ZIP Code DATE~FIL~
PA 17011
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~~~~°.~,1~,~~~~),~,~'~,-`„~~ Monica Gail deMariano
_.._-..____.._ _. _._.~ 1 ~ I q (l Z
224 Kendrick Ford Road, Front Royal, VA 22630
-____
~^~ '~. ~,~,uar- Debra K Wallet ~ (IQ ~ S 2..
24 North 32nd Street, Gamp Hitt, PA 17011
Side 1 ~----' ----
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1 1~f1.riR1t'11d'2 1.rn.r,R1t11d3
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1505610243
REV-i5C0 Ex.
Deceaen(s Soc~a~ Secunr/ ~h:m ar~
~~ HINKLEY, SHERMAN R, 22 4 4 6 7 3 3 4
RECAPITULATION
+ F<ea, Estate iSchectule A7 t 1 5 2 2 0 0 0 0
Srocks and Bonds rSchedufe BI 2
(: ~osery Neld Corpc+ral+ort Partnership ar Sole-Propnetorsh~p tSchedule Ct 3
1 Mortgages $ Nc,tes Rec:aivable (Schedule Lei ~
Cash Bank C?el~os~ts & Mtsrellane+>us Pe±sonal Property (Schedule Et 5 5 1 3 8 Q 0 3
_icin!Iy Owned Property (Schedule Fj ^ Separate Bilking Requested 6 1 4 , 6 3 4 2 S
Inter-'~hvos Transfers 8 Miscellaneous Non-Probate Property
is chedule G1 ^ Separate Billing Requested ;
Total Gross Assets itotal Lines 1-?i a 2 1 8, 2 1 4 2 8
+ Fungal Exf>enses R Adrnirhstrahve Costs (Scheduie Ht g 9 8 9 2 9 4
'.C C3ebts ni Decedent Mortgage t_iabigt~es &. Dens (Schedule II 16 1 7 ~ ~ 3 9 0 5
Total Deductions rtal~l l-Ines `a & 10} t 1 1 8 4 9 3 1 9 9
~- Net value of Estate jt,ne a minus i~ne t 1 i 12 3 3, 2 8 2. 2 9
((:;r ar~table and Governmental Bequests+Sec 9113 Trusts for wh+ch
an election to tax has not been made (Schedule .I+ 13
d Net Value Subject to Tax tLme 12 minus Line t3) 14 3 3 , 2 8 2 2 9
iAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
Amount o+Line 14 Taxable
a; the spousal tax rate or
hansfers under Sec fr i 16
iar 1 2t :t JG 15
A+rount r-!? Line 14 [axab~e
at~~nea~ratey; 005 33, 282.29 16 1 497 7Q
Amount of Lme 74 taxable
at sibling rate X ~ ~ ~ ~
°~ Amount of Line 14 ?axatrie
~~' .. oUateral rate R 15 18
Tax Oue 19 1 4 9 7 7 0
FILi_ IN THE OVAL IF YOU ARE RE4UESTfNG A REFUND OF AN OVERPAYMENT. --~
"' 1
Side 2
1505610243 1505610243
F!-','-', 60 FX Page ;
Decedent's Complete Address:
File Number 2~ _ 1 1 _ 01 241
Hinkley, Sherman R.
lE._:1 ADDRESS
700 East Marble Street
Mechanicsburg
Tax Payments and Credits:
'::-3: Gue ,Page ~ :ne tPr
rediCS;~ayn,ents
i~r~,r Payments 2,000.00
~`isazu°t 74.89
inte,e ;t
•t ± Ln~~e 2 ,c greater char, Line t ~ Line 3 enter the difference Thrs rs the OVERPAYMENT
Check box on Page 2 Line 24 to request a refund
't ,. ~i,r, ' ~ i_~ne 3 is Greater than Line 2 enter the drfference This is the TAX DUE
STATE ,,p
PA 17055
1,497.70
Total Credirs rA ~ R 2' 2.074.89
„i% 0.00
jai 577.19
~5
Make Check Payable to: REGISTER 4F WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 Drd deceoent make a transfer and
a refarn the use ar rncome of the property transferred. Yes No
i~ retarn the nght to designate wha shall use the property transferred or qs mcame x
c rota+n a reversionary rnterest. or x
d receive the promrse for life of edher payments. benefits ar cares x
2 tf death occurred after December 12 t9fl2 ditl decedent transfer roe x
receivrng adequate consrderation~ p p rtY wrthm one year of deaf ~ wuh~;lu;
3 Did decedent awn an m trust for° or payable upon death bank accour<t ar security at his or her dean':' x
4 Did decedent awn an Endwidual Retirement Ar_count annu,ty or other non•prabate property wh~cr~ x
contains a benef~aary designation?
IF 7HE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YQU MUST COMPLETE SCHEDULE G AND FILE. IT AS PART OF THf: RFTt.)RN
F r dates ~+' ;death an ar after Juiy t 1994 and hefore Jan t 1985 the tax rate imposed an the net value of transfers t~ cx roe ~ re i-„x ns ~r.,~
p~uti~~ is 3 I~ercent f%2 P = Sgt 1., ta) (1 1 r f,i)j ,
r 1 ?tB5 lea6h ~ t- N after ,18nU8ry d 199>.. the lax fate inlpaSP,(1 On the net Va1uP. Of IransferS t0 aY fUr the Use of the Stri vw~'+,~ S~"t;iu5~- 1~ ~ C~?~ ~~ '
` ' ~ § ~ iat i t ' r„~,i The statute does not exempt a transfer to a surviving spouse from tax, and the statutary ~e:Iwre:nc nts tnr .a , , ,~ , ;~
as e~_ and r Amy a t,3a return ~ err stdr apphrable even d the survroirkg spouse is the ansy benefrCraty
I ~ ~~ates ~ ~~ death an ar after July i ?~l~(1
• l re tax r ire rmpnse d an eye net value of transfers tram a deGBased child 21pears of age or younger at death to nr rr~ "ie .+se ;~` a ,t . a ,
r r,pbve :ra~B~ri ar a stef,~~a~nnt r,f the child is 0 percent i72 P S §91 76 ia) (1 21J
• i ~e ?ax atg unt)USed on the net value at lranSferS to or far tfre uSe Crf the decedent s Irneal benefiCienNs iS 4 ~ GCrcbr,' r. xr:Mf,rt -.~
~ r` `3 § +t tr 1 2i f72 P > ;9~ 1F, ra) (? )1 ..
'ax r ~ e mposed an the her value of transfers to or far the use of the decedents siblings is 11 perreni ('2 P S ':
sir ~ ~ ~s f rnferf under S,F•r,t,r~r~ 911)2 as an irtdivrttual wha has at least ane pareait in Gammon with the decedent whit ', ~a. 1
er by t r,~1 ,~ <a-t ; s ,
SCHEDULE A
REAL ESTATE
ESTATE OF Hiinkley, Sh@rn18n R. FILE NUMBER
21-11~~01~49
Ail real properly owned solely or as a tenant in common must be reported at fair market value. Fair market value ~s defmf d a•. ~,F ;
31 wt ich lira{aksrty would taa exc~ianged betwaen a wilting btryer Anil a willing seller, neither being compelled to taut' or sell, bath h't~rn~l
`e~s-~ ~ ah~~a i~na~al«~d~e of the relevant facts. Real property which is jointly-owned with rlyht of survivorship must be disclosed ~an
schedule F.
Attach a copy of the settlement sheet if the property has been sold
Inaude a copy of the deed showing de~edenfs interest if owned as tenant in Common
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dUt:'E3~:F J UESCHIPTION VALi1-_ A ~ f. T ~- r„
C r" ~~
HOC) East Marble Street. Mechanicsburg. PA (based on assessed value times common level 1 ~~ ~ ,~a -,,~;
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TOTAL (Also enter on Line 1, Recapitulation>
152,200.00
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ESTATE OF Hinkley. Sherman R.
SCHEDULEE
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 11 - 01241
Inchu)t ?r,r> Eni7C-eEtds ai 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.
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ESTATE OF
N~nkley Sherman R
FILE NUMBER
21 - 11 - 01241
if an asset was made joint within one year of the decedent's date of death, it must tie reported on schedule G.
A
._ . ~;~IPJ~~ JG~NT TEPJANTtS? NAME
Monica mail deMariano
SCHEDULEF
JOINTLY-OWNED PROPERTY
ADDRESS
224 Kendrick Ford Road
Front Royal, VA 22630
REii ATIONS!i!P TO Dt=i;=;7:_ •J-
Daughter
Jl_ IN?! Y CiWNED PRC~pE,fZTY' E NN pp p
~-pe i.E ~ f ~ DArE inciudE name oQ~nanRiat n~t,tut,o na ~d bank acxounl number DATE OP DEATH
1(t9f++ ~ 'F { :N i MAC7F - OF
+= ~A vl JOINT `~` ~"n`lar idzntitgmg number Attach deed for )o,ntly-hafri real VALUE CAF ASSET C~FCD~S
estate !N' F~?FS ~
1 ~ earlier than Members First Checking Acct #17667$-0011 5.2aa swt
2005 50":0
A earlter than Members First Savings Acct #17Ei678-0000 a.o..s s.
50`'<.,
2005
TOTAL tAlso enter on line 6, Recapitulation)
14,634.25
4
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' ADMNSIRATNE CO6T5
ESTATE OF Fiinkley Sherman R
Debts of decedent must be reported on Schedul® I.
!?[ M
N~1MBE(Z FUNERAL EXPENSES: DESGRIPTIC~N
A. Malpezzi Funeral Home
FILE NUMBER
21 - 11 - 01241
B. ADMINISTRATIVE COSTS:
~e~sonal Representative s (.'OmR115SiORS
Name o(F'ersonai Representatwe(s)
Monica Gail deMariano
stro-~et address 224 Kendrick Ford Road
~~:~t1~ Front Royal state VA 2~p 22630
Year(s) Commission paid 2012
._ anor~~ey~s Fees Debra K Wallet, Esq
F,anuiv Exerr,ptini~~ ilf deoedenfs address is ntyt the Same as cla~manfs attach explanat~onJ
(;iaimant
Street 4ddress
City State Zip
Relat~onsf7~p of %ia~mant tc Decedant
t Probate Fees
-, aa.~~untanCs Fees
-~8+''~efu(n Prep~rP.rS FeBS
Oir.e~ Admm~strative Costs
Postage, photorop~es mileage. etc
AMOI!fvT
5~:i
OCCi 00
? ~QC ~~ ~.
+~~ ~~~~
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TOTAL (Also enter on line 9, Recapitulation)
9,892.94
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ESTATE OF h~nkley. Sherman R
Schedule H
Funeral Ems &
~~e C.c~sts c~ontlrx~ed
~- Christian-Baker G'ampany (AdminrstraCri.x Bond)
EJ,nited Water
4 Mechanicsburg Borough (sewer/trash)
~' P.S, t.
FILE NUMBER
21 - 11 -01241
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Page 2 of SChac:~UIH Fi
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ESTATE OF Hinkley, Sherman R.
SCHEDULE t
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
FILE NUMBER
21 - 11 - G1241
rteport ~t~t.rs rnr;nrred by the decedent prior to death that remained unpaid ai the date of death, including unreinaoursed rr~edic:a~ @xp.an~~q;.
T F-' t:~~ ''.
'`~Uh`tE3E i 1 ~ DESCRIPTION
ManorCare AMC)~,n11
4 Ci ; ~ ° r,, C
2 'Internal Revenue Service (2006-2011 back taxes)
iii 4h"; r';n
> Heartland Pharmacy
;c.
. 83
=t i Chase Mortgage hoan #8426932193 ~
~: ~ ~, ~ ~ a
!United Water
h ~ Camp Hill Fire Compan ,,. _
y
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r I First Communications
I 'ir,,
° i Ph~lhaven 5 ~_
9 ~ Mechanicsburg Borough (sewerltrash) 1 ~' 4F
~ ~ ,'~.J
10 ~ Venzvn
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11 ~ iNest Shore EMS ' D~ `i4
12 ~ PA i~epartment of Revenue x;2006-2010 back taxes) y ~~: ?;~
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TOTAL (Also enter on Line 10, Recapitulation)
175,039.05
~.,. L' 15iJ Ex. tti.081
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SCNEDULEJ
BENEFICIARIES
_.~;
ESTATE OF
Hinkley Sherman R FILE NUMBER
21 - 11 - 01241
`~,;.~F3 =s, NAr,1E ANp AppRESS OF PERSONrB}
RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT SHARE OF ESTATE APAC - .T ,,,.-
-:.'c
j, ~ r~.Xi18LE DISTRIBUTI~~NS(Include outright sppousal
dlstributlons and transfers Do Not Uat Trusteetst (WOrdg ; G j.`:
under Sec 9116 ia) (1 2)]
Monica Gall deMariarra
2?_4 Kendrick Ford Road Daughter 1/3 of residuary
Front Royal VA 22630 Estate
Robert Clifford Hinkley
1927 S Brownstone Ct SW Son
1/3 of residuary
Decatur. AL 35603 Estate
3 Douglas Ellett Hinkley
1433 Crag Burn Lane Son 1/3 of residuary
Raleigh, NC 27604 Estate
~_ntai d guar ar~iounts for dtstr,tiutlans shown above on fines 15 through 1 f? on Rev 1500 cover sheet, as appropna?e
~, NON-Tl~.kABLE Di'~iTRfBUTl1NS
A SPO.JSAL. DSTRIBUTIONS UNDER 5ECTIORI qt 13 FOR WHICH AN EL.EC71pN TO TAX IS NOT TAKEN
H CHAR~~TABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Iw ~ E:NtFF= TCrTAL NON-TAx:ABI.E C)i~ TR!(3UT1ONS ON UNE 13 OF REV-1500 COVER SHF;E ,
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