HomeMy WebLinkAbout08-21-12J 1505610143
REV-1500 Exl°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County code veer File Number
Bureau of Individual Taxes orew*xeeror nevexue
Po Box.zsosol INHERITANCE TAX RETURN 21 12 0407
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
Decedent's Last Name
HOCKLEY
(If Applicable) Enter Surviving Spouse's Information Below
Suffix Decedent's First Name
CHARLES
Spouse's Last Name Suffix Spouse's First Name
HOCKLEY MILDRED
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 ~ 2. Supplemental Retum
4. Limited Estate ~ qa. FMU(e Interest Compromise
(ante m deem ener 1z-lz-az)
g Decedent Died Testate
(Adech COPY Of Wilp ~ ~ Oecetlent Mainf~jnatl a Living Trust
(Attach COpyo rosy
9. Litigation Proceeds Received ~ 1Qb~r°w°een iz~al~l eoe°~°ia-ss~deern
MI
H
MI
P
3. Ftemaintler Return (tlate of tleath
prior to 12-13.82)
5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
11.Election to tax untler Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST 6E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
BRADLEY L GRIFFIE 717 243 5551
First line of address
200 NORTH HANOVER STREE
Second line of address
City or Post Office
CARLISLE
State ZIP Code
PA 17013
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Correspondent's a-mail address: ogrlrnetagrl>rrletaw.com
Under penalties of perjury, I tleclare that I have examined this return, indutling aaompanying schedules and statements, and to the best of my knowletlge and belief,
it is true, correIX and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowletlpe.
Malcolm D. Hockle
ADDRESS
1 Peach Court Gardners PA 17324 ~ g ~ ._ ~r~
SIGNfI TLR RER OTHER THA ESEN7ATNE DATE e
Bradley L Griffie
ADD s
200 Nort anover Street, Carlisle, PA a/~~/1~
Side 1
L 1505610143
1505610143
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REGISTER OF ~~ USE 0~'Y
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1505610243
REV-1500 EX
oa~oa^r:Name Hockley, Charles H.
Decedent's Social Security Number
RECAPITULATION
1. Real Estate(Schedule A) ...................................................................................... . 1. 140,900.00
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 N
-Probate Property
~
(Schedule G) ~~ Separate Billing Requested............ 7.
8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8. 140 , 900.00
9. Funeral Expenses & Administrative Costs (Schedule H) ............................... ........ 9. 16 , 352.7 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. 2 , 754.69
11. Total Deductions (total Lines 9 & 10) .......................................................... ......... 11. 19 , 107.4$
12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 121 , 792 , S2
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ....................................... ........ 13.
14. Net Value Subjeet to Tax (Line 12 minus Line 13) ...................................... ......... 14. 121 , 7 92.52
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 121 7 92.52 15
(a)(t.2) X .00
i .
16. Amount of Line 14 taxable
0
00
16
at lineal rate X .045 • .
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17.
18. Amount of Line 14laxable
at collateral rate X .15 0 - 00 18.
19. Tax Due ................................................. ................................................................ . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
1505610243
Side 2
1505610243
0.00
0.00
D.00
0.00
0.00
REV-1500 EX Page 3 File Number 21-12-0401'
Decedent's Complete Address:
DECEDENT'S NAME
Hockley, Charles H.
STREETADDRESS
217 W. Pine Street
CITY STATE:
Mount Holly Springs PA 21P
17065
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
(1) 0.00
0.00
Total Credits (A + g) (2) 0.00
3. Interest
(3)
q. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q)
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. (5) Q.~Q
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 :............_................................................................. ~ j ^x
b. retain the right to dreysignate who shall use the property transferred or its income :.................................. ^ [~~
c. retain a reversions 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? .................................................................................................................... ~~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... LJ [,
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which x
contains a beneficia desi nation? .............
rY 9
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
3, ';n .. 5 v ~ ] ~ ~I , is a lr9 ! ~.~ ~ d.. [.
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 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 taz 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 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)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1502 FJl~ (11-0a)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE51(>ENr OECEOENT
ESTATE OF (FILE NUMBER
Hockley, Charles H. 21-12-0407
All reel property ownetl wlely or as a tenant in common must be reported M Tair market value. Fair market value is dehnetl es Ne price al which property would be
ezchangetl between a willing buyer and a willing seller, neither being wmpelled to buy or sell, both having reasonable knoxAetlga of the relevant facts.
Real property which Ia jointly-ownetl with right of survlvonhip must be tliwloaetl on schedule F.
Attach a copy oT the settlement sheet H the property hu bean sold
Include a eopY of Me tlaetl showing tlacetlenrs Interest if ownetl as tenant In common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 217 West Pine Street, Mt. Holly Springs, PA -
Cumberland County
Single family dwelling
2012 assessment times common level ratio
(See attached real estate tax billing)
140,900.00
TOTAL (Also enter on Line 1, Recapitulation) I 140,900.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08)
REV-1151 EX~tta-08)
SCHEDULE H
coMr~N~ryNEWR~pANCHEOFpXGENENTg~1YLVHNIF FUNERAL EXPENSES &
RESIOeNT DTECERDENTRN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Hockley, Charles H. 21-12-0407
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Hollinger Funeral Home 8 Crematory, Inc.
10,955.79
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio _
Year(sl Commission paid
z. Anomev's Fees Griffie & Associates
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Mildred P. Hockley
Street Address 217 W. Pine Street
City Mount Holly Springs State PA zip 17065
Relationship of Claimant to Decedent Spouse
4. Probate Fees
5. Accountant's Fees
6. Tax Return PreDarer's Fees
7. Other Administrative Costs
t,soo.oo
3,500.00
297.00
TOTAL (Also enter on line 9, Recapitulation) I 16,352.79
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-7500 Schedule H (Rev. 10-06)
hev-1512 EX+ (12-0a)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8t LIENS
COMMONWEALTHOF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEOENT
ESTATE OF (FILE NUMBER
Hockley, Charles H. 21-12-0407
Report debts incurred by tM deeadem prior to tleeth that remained unpaitl at the date of tleath, inclutllno unreimbuned metlical avoene..
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I (Rev. 12-08)
(Ir more space is needed, additional pages of the same size)
REV-051I EX+nt-0b)
SCHEDULE J
CnMh1~~1~W~D~T11_OF. PEEry({.$~LN ANIA BENEFICIARIES
ESTATE OF
Hockley, Charles H.
FILE NUMBER
NUMBER NAME AND ADDRESS OF RELATIONSHIP TO
DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S) RECEIVING PROPERTY (Words) ($$$)
I• TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
Mildred P. Hockley Wife One hundred 121,792.52
217 West Pine Street percernt
Mount Holly Springs, PA 17065
Total 121,792.52
Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet as a r o riate.
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150(1 COVER SHEET
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA•1500 Schedule J (Rev. 11-OS)
I~.ST 411 LL F3~iD TESTF_DIL.I~1T f1T,' CI:?.RLES FI. S4CCICLEY
=, CF_>'RL~!"S H. I-JCb;hEl, of South rliddleton Toom sL.in, Cu~tbe rLar
County, rerms9lvar.ia, declare this ins l'runrent to be my Last .7i11
and. testament, in manner and form £o1.lowin~--:
1. I hz reby expressly revolcz all 41i11s and Codicils hereto-
foi-e made bo me.
2. I hereb}- direct my Flecutri:c to pay all ^.:y just debts,
funeral and administrative e:cnzn.ses out o£ my estate, as soon as
practicaL-l.e after my death.
3. I five and bequeath rn}. woo do;orl:ing tools; and my
hunting dogs, ~-ear and equiprent, to my son, Malcolm P. Hockley.
!.. Should m}~ wife, Mildred P. Hockley, survive me for a
period of tk~.irty days Following my death, I devise and bec;ueath
the remainder o£ my estate to I~li.ld red =, Ilockley.
~. Should my wi£c, 1+1 i1dred F. Hoclaey, predecease cra or die
on or befo-°e the thirtieth day following my deat'r,, 1 devise and
bequeattr thz remainder o£ my esta.tz to m}r issue living{ on tl~.e
tl~~.irt y-first clay following my death, per stirpes.
o. Should r:y wife, I^iildred ;'. Hockley, predecease rrz or
die on or before the tYrirti_eth de.y following my death, anc should
I have nc issue then living, I devise and beaue at,, the reran i.ttcizr
of my estate to tl-+e neiczs and nepl:e+as then Living o£ mpsz Lfi and
m}' said wi£e=, share and share alib:e.
7. I nominate and appoint liauphin llepoe it Trust Comnsr.y,
Cc-.1.lis le, Pennsylvania, trustee o_` the share of an}~ beneficiary
c-rho may be under the age of twenty-oi~e years. The income anal/cx-
princ il,al. o:i said trust may b2 accumulated or e::pended for the
.-maintenance, zchtcatior, and support or such beneficiary as ray
trustee ir. i.ts sole discretion ma;' determine; and my trustee, in
t*:e e::penditure or income and/or principal For sere l-, r,zrroses, pray,
at its discretion, apply the same diractl}~ without the intz-ra en do
o£ a guardian or oay the same to any person having t,-ie care- or
control of said beneficiary or taith ;whom the hens: is iary resides,
t:-ithout duty on the part of the trustee tr, supervise or ;T~:,,.t-sire
into the application of th,e fume b}~ an5. person to ~!hcr.~ anv
pa}n~~er,t i-s so made. The bzlance of suet: i_ncone and/or ori.ncipal
sha11 be paid to such beneficiary anon reac'n i-ng the age of
teoenty-one ,gears, or 'to such beneficiary's estate in the event
o_ da atl. prior thereto.
~. I aon:iaatc and an point my e=ife, P:ildred :°. Elocl-ley, es
::ecutri_„ of ti-: is ray Last i3i11 and Testa-~:tent; and as suhstit:.rte
_xecutoxsI nominate and appoint ire order of nrefere.nce, first,
mj- son, 4lalco lm D. IIockley; and second l7, is euphin Deposit Tnsst
Gnr,ipan;:, Car7_isle, 1°ennsvly aria.
9- 1 direct that ny personal representative and trustee,
as sae i_1 as their successors, shall not be required to £iie -:pond
or security in any jurisdiction.
IP7 ?--IT1dES3 `Tki`uR?~;OFDt I have hereunto set my hand and seal
this L`~~day of Lr ~.~~il~E-i 1p72. .
idtarles I`_. Hocklzy
Signed, sealed, nui~lished and declared b~> the above r: ,ed
'lest:ac-r, C:;zries L. Hockley, as anv £or his Last S7i11 andL~~
Testa:oent, in our presence, echo, ir. iiis ?.-•esence, at his reciuest,
and ir: the presence or each other, have L-:e re unto stibscri-bed our
names as at Wiest ir.g critnesses.
/i
~~ kfta, ~L
uunnuui iunnuunii
aLE-
ROBERT C CAIRNS TAX COLLECTOR
PO BOX 40
BOILING SPRINGS PA 17007 0040
Temp-Return Service Requested
ASSESS.NO -40005585
MAP NO: 40-32-2334A60.
217 W PINE STREET
ACRES .270 DEED 20121/ 1569
RESIDENTIAL 1 FAMILY
HOCKLEY, MILDRED P
a 217 WEST PINE STREET
MOUNT HOLLY SPRINGS PA 17065
LV IL JIYWRIC11l VI IRCifl CplalC IYACO WIIUVI IVV. VYV-VVLV/J
Rill r1Mn~ 71n4/9M9
Assessed Land
Values 9D, 000 Improvement
100,900 Mineral
0 Total
140,900
Homestead Exclusion 13 508-
SOUTH MIDDLETON S.D. Discount Face Penal
Rates'-~~~"~-~~ .00892450
SCHOOL R/E .00992450 2 1
1.25'1.46 10 S
redit 120.55-
TAXAMOUNT DUE ----a 51,11a.1 51.136.91 $1,250.60
If Paid On oY After
If Paid On or Before V/01/2012
a 31 2012 9/01/2012
10/31 2012 11/01/2032
12 31 2012
IF TAXES ARE IN ESCROW FORWARD
TO MORTGAGE CO
IF NOT PAID BY 7 2/3112 01 2 THIS BILL WILL BE RETURNED TO TAX
CLAIM BUREAU FOR COLLECTION
.'AID
a: MON-TUE-WED 9:OOAM-3:OOPM C
:s: 4 FORGE RD: SCHOOL ADMIN OFFICE
CLOSED OCT 6.12, DEC 24JAN 2 Ta7L C
PHONE:717-258-6484 EXT 2010
I / $ Return Bill with Payment For a Receipt,
_.. _. _. _ _.... ___ _ _ _ -_ ax ,_ _eg)pr fSate~aid A~'aid EnGose a seN-addressed stamped envelo
BLE
ROBERT C CAIRNS TAX COLLECTOR
PO BOX 40
BOILING SPRINGS PA 17007 0040
Temp-Return Service Requested
ASSESS.NO-40005585
MAP NO: 40.32-2334-060.
277 W PINE STREET
ACRES .270 DEED 20121/ 1569
RESIDENTIAL 1 FAMILY
HOCKLEY, MILDRED P
a 217 WEST PINE STREET
MOUNT HOLLY SPRINGS PA 17065
x MON-TUE-WED 9:OOAM-3:OOPM
s: 4 FORGE RD: SCHOOL ADMINOFFICE
CLOSED OCT 8-12, DEC 24JAN 2
PHONE:717-258-6484 EXT 2010
'I'
1'II I' II I
I'I' I' "
I'11 ~
2012 Statement of Ree! Estate Taxes 8111 No:
Control No
Bin Date: 2819
: 040-002675
7rovzolz
Assessed
Values Land
40,000 Improvement
100,900 Minex'al
0 Total
140,900
Homestead Exclusion 13 508-
SOUTH MIDDLETON S.D. DlawuM Faw Penal
Rates
SCHOOL R/E .00892450 .00892950 2 k
1 257.46 10 t
Homestead Credit 120.55-
TAX AMOUNT DUE -----> $1,114.77 57,136.91 $1,250.60
If
If Paid On or After
Paid On or Hefore '!/01/2012
E 31 2012 9/01/2012
10/31 2012 11/01/2012
12 31/2012
IF TAXES ARE IN ESCROW FORWARD
70 MORTGAGE CO
IF NOT PAID BY 12137/2072 THIS BILL WILL BE RETURNED TO TAX
CLAIM BUREAU FOR COLLECTION
NOTICE OF PROPERTY TAX RELIEF
Your enclosed tax bill includes a tax raduc011n for your homestead and/or farmstead
property. As an ellglble homestead and/a farmstead property owner, you have received
tax relief through a homestead and/or farmstead exclusion which has been provided
under the Pennsylvania Taxpayer Rellef Ad., a law passed by the Pennsylvania General
Assembly designed to reduce your property taxes.
! / $ Return Bill w8h Payment. For a Receipt,
°„ r^n°.a^•. ,^^°r,,,° ~°'fr°'In Amn, mr ~alA Fnclnaw a seB-addressed stamped envelo