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Home My WebLink About12-03-12J 1505610143 REV-1500 Exco2_"' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Vear File Number Bureau of Individual Taxes °~°°"T"`"r°r"~'E""E Po Box.2aosol INHERITANCE TAX RETURN 21 11 0244 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 214 17 5329 12 15 2010 06 14 1987 Decedent's Last Name DUNHOFT Suffix Decedent's First Name ASHLEY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name DUNHOFT BRETT 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 Return n 4. Limited Estate ~ qa, Future Interest Compromise rdatA of death After 17-17-fl~1 ^ 8 Decedent Died Testate ~ ~~ gets hBCo aof Tn SG a Living Trust (Attach Copy oT Wilp PY ) ® 9. Litigation PfOGeeds Received ~ 10. between 123 rt4 Crae tlit (Da95of Death 3. Remainder Return (Date of Death MI E MI A Prior to 12-13-82) 5. Federal Estate Tax Return Required ~ S. Total Number of Safe Deposit Boxes 11.Election to tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDWARD P SEEBER 717 533 3280 First Line of Address SUITE C400 Second Line of Address 555 GETTYSBURG PIKE City or Post Office MECHANICSBURG State ZIP Code PA 17055 r-.a REGIEZE~F WILL SE D N ~ A rn ~" ~~ ~' an ca ~ -i' -TE FI LEIE?- t •- Pti -t, . ,~ to ~ F-~ -~~ Correspondent's a-mail address: ePS~JSdC.COtYI Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of oreoarer other than the personal representative Is based on all information of which oreoarer has anv knowledge. Brett A. Dunhoft 11 SIGNATURE PREPARER OTHER THAN REPRESENTATIVE DATE ~_~~, ~ Edward P Seeber ~ t ~ i ~„ >, Suite C~00~555 Gettvsbura Pike~MechanicsburalpA 17055 Side 1 1505610143 1505610143 J ~~~ J 1505610243 REV-1500 EX Decedent's Social Security Number oa~de~rsName: Dunhoft, Ashley E. 214 17 5329 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. 60 , 000.00 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers & Miscellaneous ~ nq Probate Property (Schedule G) u Separate Billing Requested........... . 7, g. Total Gross Assets (total Lines 1 through 7) ...................................................... .. g. 60 , 000.00 9. Funeral Expenses and Administrative Costs (Schedule H) ........................... ......... 9. 43 , 92 9.71 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ................... ......... 10. 2 , 247.13 11. Total Deductions (total Lines 9 and 10) ....................................................... ......... 11. 4 6 , 17 6.84 12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 13 , 823.16 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. 13 , 823.16 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 823.16 13 15. (a)(1.2) X .00 , 16. Amount of Line 14 taxable 0 , 00 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17. at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18. at collateral rate X .15 . 19. TAX DUE ................................................. .............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 0.00 0.00 0.00 0.00 0.00 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0244 DECEDENT'S NAME Dunhoft, Ashley E. STREET ADDRESS 626 Parkridge Drive CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 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. (4) 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) ~.0~ Make Check Pa able 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 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" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an individual retirement account, annuity, or other non-probate property which ^ ^ contains a beneficiary designation? .................................................................................................................. x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESf YOU h9UST 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 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 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 (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-1508 EX+ (17.10) SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY COMMON WEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Dunhoft, Ashley E. 21-11-0244 Include the proceeds of litigation and the tlate the proceeds were received by the estate. All property jointly-owned with the dght of survivorship must be disclosed on schedule F. Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 11-10) (If more space is needed, additional pages of the same size) REV-1151 EX~ (10A9) COMM~ERE P.NCE TAX RETURN ANIA RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Dunhoft^Ashlev E. 21-11-0244 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) 20 X09.00 Street Address City State Zip Year(s) Commission Paid 2, Attorney's Fees James^Smith~Dietterick & Connelly~LP 31750.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 31500.00 Claimant Brett A. Dunhoft Street Address 626 Parkridge Drive city Mechanicsburg State PA zip 17055 Relationship of Claimant to Decedent SpOUBe 4. Probate Fees 185.50 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 15! 585.21 See continuation schedule(s) attached TOTAL (Also enter on line 9~ecapitulation) 43.929.71 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Dunhoft, Ashley E. 21-11-0244 ITEM DESCRIPTION AMOUNT NUMBER Funeral ExRenses 1 Gingrich Memorial -headstone 6,640.00 2 Myers Funeral Home, Inc. -funeral services 12,299.00 3 Slate Hill Cemetery -grave opening & lot 1,970.00 H-A 20,909.00 Probate Fees 4 Register of Wills, Cumberland County -probate fee 70.50 5 Register of Wills, Cumberland County -reservation for additional probate fee 115.00 H-B4 185.50 Other Administrative Gosts 6 Cumberland Law Journal -estate notice publication fee 75.00 7 Register of Wills, Cumberland County -filing fee for Return 8 Inventory 30.00 8 Register of Wills, Cumberland County -reservation of filing fee for Accounting 130.00 9 Schmidt Kramer PC -attorney fees for civil litigation -amount allocated to survival action 15,000.00 10 Schmidt Kramer PC -reimbursement for expenses & reserve for civil litigation -amount 155.70 allocated to survival action 11 The Sentinel -estate notice publication fee 178.92 12 UPS Store -copies 8: notary fee 15.59 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Dunhoft Ashley E 21-11-0244 ITEM DESCRIPTION AMOUNT NUMBER H-B7 15,585.21 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EXt (12-OB) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF (FILE NUMBER Dunhoft, Ashley E. 21-11-0244 Report debts incurred by the decedent prior to death that remained unpaitl at the tlate of death, including unreimbursed medical expenses. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 Allbetter Urgent Care Centers -unreimbursed medical bill 311.00 2 Financial Recoveries -unreimbursed medical bill 51.93 3 Genzyme Genetics -unreimbursed medical bill 1,144.00 4 Penn Hanover Family Practice -unreimbursed medical bill 139.00 5 Pinnacle Health -unreimbursed medical bill 498.82 6 York Hospital -unreimbursed medical bill 102.38 TOTAL (Also enter on Line 10, Recapitulation) I 2,247.13 (If more space is needed, additional pages of the same size) Copyright (c) 2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 12-08) REV-1513 EXt (01-10) COMMN RESIID NTEDECEOEN~RLN ANIA SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Dunhoft, Ashle E. 21-11-02 44 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Brett A. Dunhoft Spouse 1st $30,000 13,823.16 626 Parkridge Drive Mechanicsburg, PA 17055 Total 13,823.16 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c} 2010 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 01-10) ~ ~ ~ ~ 4 N a e 7' ~ ~~ ~ .f'~ `.n. "~....:.a W O 0 U H ~ ~ ~ M ~ ~ ~~ W "'" O ~ Q U '^-' U ~. -' :: ._. -r. -ti, --- -', 1 ~~. ~~ ~a V +.. U ~ W QQ _W Q+ ~..~ Q ~ JAMES SMl"T'f I DTF;!'I'F.RTCK Br CONIVE[,I Y I.I,P Cheryl L. Baker, CP Certified Paralegal clh(tl7jsdc.com November 30 2012 eo tiox ~:~u HL-RSHLY.NA 17033 rd Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square "'~°' Carlisle, PA 17013 Re: Estate of Ashley E. Dunhoft File No. 21-11-0244 Dear Ms. Farner Strasbaugh: Enclosed are the following documents to be filed in the above-referenced Estate: GARY L JAMES 1. An on final and one 1 co of the Inventor g ~ ~ py y' MAx J. SMTH, JR. JOHN J. CONNELLY, JR. 2. An original and two (2) copies of the Pennsylvania Inheritance Tax Return ScoTr A. DIETrERICK . 3. A check made payable to "Register of Wills, Cumberland County" for $145 nnAMrrs,~vscri~eAL, ~~~ re resentin the filin fee and additional robate fee NEIL w. YAHN . p g g p EDWARD R SEEBER RONALD T. TOMASKO SUSAN M. KADEL Please time-stamp the extra copies and return them to me in the enclosed self-addressed cGURTNEY K. PowELL stamped envelope. , KIMBERLY A. BONNER KAREN N. CGNNELLv CHRISTINE T BRANN JESSICA E. LOWE If you have any questions please feel free to contact me GREGORY A. KOGUT, JR. , . TI{OMAS J. CAR RALPH M. SALVIA Sincerel ours TERESA M. REIFSNVDER y y JAMES D. YOUNG CAYLA B. HENN ,TAMES, SMITH, DIETTERICK & CONNELLY, LLP of couNSeu GREGORY K. RICHARDS '~ ~ ~ BERNARD A. RYAN, JR. ANDREW H. BRIGGS Ch 1 maker, CP Ckrtifi d Paralegal Enclosures ~ ``~' ' c o _ ~-.> :~ ec: Brett A. Dunhoft, Administrator ~ ~ ~ ° ~'_ ~ ITT ~ n c-~ bra ~YJt -"' ,,,~ CTt C'r* I-rv ` ~ c~ r~. ._.T ~.. p.,..a `ri Reply to: Suite C-400 555 Gettysburg Pike Mechanicsburg, PA 17055 Direct Dial: 717-298-2094 Direct Fax: 717-298-2095