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Home My WebLink About12-13-12150561D1D5 REV-1500 a(u->zxm `- PA Department of Revenue ~^~~ OFFICIAL USE ONLY Bureau of IndtviduatTaxes INHERITANCE TAX RETURN County Cade Year Fla Number PO BOX z8o6oi ~~ Harrisburg, PA nub-o6os RESIDENT DECEDENT p(~ ~ .2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Math MMDDYYYY Date of Birth MMDDYYYY Decedent's last Name Suffix Decedemts Frst Name MI __ .HAKE ALAN H __ (If Appileable) Eller Surviving Spouse's _-__ Intormadon Below Spouse s Last Name Suffix Spouse's First Name MI HAKE MARLENE M Spouses Social Securty Number THIS RETURN MUST BE PILED IN DUPLICATE WITH THE __ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2 Supplemental Relum O 3. Remainder Relum (date of death Priorb 12-13-82) O 4. Agriculture Fxampfion O 5. Future Interest Compmmiae (date of O B. Federal Estate Tax Retum Required (dale of daetlr after 7-1-2012) death after 12-12-82) ~ 7. Oeeedenl Died Testate O 8. Decedent Maintained a Cluing Trust t 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of WsL) O 10. Litigation Proceeds Receivetl O 11. No Taxable Asset Retum O 12. Election to Tax under Sec. 9113(A) (Attach SchedWe O.) CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytlme Telephone Number MARLENE HAKE r. __ 717-697.312 ~" . 5.-ems- v~_3T r.., m r ~ ~. -, c=r First Line of Address ~` ~ Z ., W %~Y 1'YT _ 301 EAST MEADOW DRIVE _ e.. ~ ~ e . ::a t;~ c, c ~ _ _ __ _ _ _ _.. Y ; ~ ~ . Seeond Line of Address ~-° ~= +1 `? :s ''7 _ _r~ ~ ...~ i..7 _- ~~: ~~ T s.,,. r- City or Post Office - -... - State .... ZIP Cade DATE rn q _ MECHANICSBURG PA 17055 CorraepondeM's email address: MHAKt3C03YANUU.GUM Under peneebs of pedury~ 1 dedara 1 Mve exarrited INS realm, indudsg aaompenying sdredubs and stetemenb, amt m the hest of my xnorded9a end beFef, it ie true, coned and campkta DerJereSon of preparar other ttum are personal representetlva b ba.ed an a6 infammaon of whirh pnpsrer has arty laroVAx~je. SIGNATURE OF PREPARER OTHER TFfi~REPRESENTATIVE ,,,J ~ DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 150561D1D5 1505610105 J J 1505610205 REV-1500 FJC (FI) DaoeeenPs Name: ALAN H HAKE DecedenPs Social Secudty Number _ _.__.. RECAPRUtATION _ _. _. 1. Real Estate (Schedule A) ............................................ . 1. 2. stocks and Bonds (Sdx+dub 6) ...................................... . 2. 268,757.81 3. Closely Held Corporatbn, Partnership or Sde-Proprietorship (Schedule C) .... . 3. d. Mortgages and Notes Receivable (Schedule D) .......................... . 4. 5. Cash, Bank Depostts and Miscellaneous Personal Property (Schedule E)...... . 5. 69,931.19 6. Jointly Owned Property (Schedule F) O Separate BNling Requested ...... . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Pratlate Property 7 960 59 1089 (Schedule G) O Separate BNNng Requested....... . . , . 8. Total Gross Assets (total Lines 1 through 7) ............................ . 8. 1428,649.59 9. Funeral Expenses and Administratlve Costs (Sehedula H) ............. ...... 9. 26,035.11 10. Debts of Derxsdent. Mortgage LiabAttlea and Uens (Schedule I) ......... ...... 10. 6,018.45 11. Total Deductions (total Unes 9 end 10) ........................... ...... 11. 32,053.56 12. Net Value of Estate (Una 8 minus Une 11) ........................ ...... 12. 1396,596.03 13. Charitable and Governmental Bequests/8ec 9113 Trusts for which an election to tax has not been made (Sdredule J) .................. ...... 13. 14. Net Value Sub)aM to Tax (Une 12 minus Une 13) .................. ...... 14.. 1396,598.03 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Anaunf of Une 14 taxable at the spousal tax rate, ar transfers under Sec. 9116 790,862.23 (a)(1.2)X.OQQ 16. Artwunt of Line 14 taxable _ __ _ -... ...... _.. at lineal rate X .04;Z. 605,733.80 17. Amoum of Une 14 taxable at sibling rate X .12 18. Anwunt of Une 14 taxable at collateral rate X .15 15. 0.00 16. 27,258.02 17. _. _. _--- 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 27,258.02 O Side 2 1505610205 1505610205 n~~-ww ,.n„,/ r aye r Decedents Complete Address: nre rvumaer ENT's NAME ALAN H HAKE sTtteETAOOt:ESs 301 EAST MEADOW DRIVE CITY MECHANICSBURG STATE ZIP PA 17055 Tax Payments and Credits: t. Tax Due (Page 2, Line t9) 2. CreditslPaymenls A. Prior Payments B. Discount 3. Interest (i) 27,258.02 Total Grades (A+ B) (2) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter tf~e difference. This is the OVERPAYMENT. F01 in oval on Page 2, Line 20 to request a refund. (4) 5. If Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 27,258.02 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 Ote use a inoane of dte property transferred .......................................................................................... ^ b. retain the right to designab who shall use the properly transferred a its income ........................ .................... ^ c. retain a reversionary inter~t .............................................................................................................................. ^ d. receive the promise for OFe of either payments, benefits a cere? ...................................................................... ^ 2. If death occurred after t)ec.12,1982, did decedent trarrster property witltin ane year of deatlr without receivkrg adequate catsideretion? .............................................................................................................. ^ 3. Did decedent own an'h trust ta' apayable-uport-0eath bank aaount a securfly at his a frer death? .............. ^ 4. Did decedent own an individual retirement account, annuity a other non-Pro~ property, which contairts a bene0dery designa0on? ........................................................................................................................ ® ^ 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 d~th on a 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) ()}. Far dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to a for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) ('a)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiremertfs for disdosure of assets and filing a fax return ere sWl appkceWe even'rf the surviving spouse is the onty batefiaary. 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 fa the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent (72 P.S. §91t6(a)(12)]. • The tax rate impceed on the net value of transfers to a forthe use of the decedent's lineal benefidaries is 4.5 patent, exc~t as noted in [72 P.S. §9116(a)(1}}. • The tax rate imposed on the net value of trerrafers 14 a for the use of the decedents siNings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least ate parent in common wtth the decedent, whether by bbod or adoption. LAST WILL aim TESTAMENT OF aLAN B. HARE I, ALAN H. HARE, of the Township of Opper A11en, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare Chis my Last Will and Testament, hereby revoking and making void nay and all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. In Che even[ my wife, Nsnr_mac g, HARE, survives me, I glue, devise and bequeath my entire estate, real, personal and mixed, as follows: (a) Z give and bequeath the sum of Flve Thousand ($5,000.00) Dollars to my step-daughter, STAGY L. POWSBS. (b) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to my step-daughter, STSPHAHIE L. POHHRS. (c) I give and bequeath forty (40%) percent of the residue of my eataie to my wife, MARLENE M. HARE. (d) I give and bequeath thirty (30%) percent of [he residue of my estate to my daughter, LISA M. HAS. (e) I give and bequeath thirty (30%) percent of th9idue= n, _z: of my eataie to my evn, STEVEN HARE. ~~ ~ _'S L N !~^ . ~G7~ n% ~~'C -~ ~~ In the event of my simultaneous death with my wife, MAHLHNE c'~ M. BARH, I give, devise and bequeath my entire estate, real, personal and mixed, as follows: -1- Pennsylvania SCREpYLE B oevnRnx*rOFReeee,E INHERRANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER ALAN H HAKE All property joiMiy owned wMh right of survivorship mud be disdosed on Schedule F. ITEM VALUE AT DATE I~ STANLEY BLACK 8 DECKER 196.24 SHARES COMMON STOCK 14,840.75 2 UNS ENERGY CORP 60.00 SHARES COMMON STOCK 2,531.20 3 VODAFONE GROUP PLC 185.70 SHARES COMMON STOCK 5001.21 4 FRONTIER COMMUNICATIONS 195.65 SHARES COMMON STOCK 886 78 5 DUKE ENERGY 370.07 SHARES COMMON STOCK 24,022.58 6 VERIZON 773.11 SHARES OF COMMON STOCK 32,810.47 7 SPECTRA ENERGY 525.80 SHARES COMMON STOCK 15,216.74 8 PPL COPORATION 400.00 SHARES COMMON STOCK 38,302.61 9 ATBT 1541.30 SHARES COMMON STOCK 51,423.52 10 WATSON PHARMACEUTICALS, INC 258.00 SHARES COMMON STOCK 21,860.00 11 FIDELITY INVESTMENTS 42,646.41 SHARES COMMON STOCK 61,851.95 TOTAL (Also enter on Line 2, Recapitulation) I; 268,757.81 pennsylvania D@ANTMENT OF REVENUE INNERI'TANCE UJ( RENRN RESIDENT DECEDENT ALAN H HAKE scNEOU~E E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY FILE NUMBER: Indude the proceeds of Iitigatlon and the date the proceeds were received try the estate. All Property iointly owned with right of survivorship must be disdosed on Schedule F. ITEM 1 BELCO COMMUNITY CREDIT UNION, 449 EISENHOWER BLVD, HARRISBURG, PA 17111 ACCOUNT NUMBER 085180 2 1968 CHEVROLET CORVETTE 3 2005 FORD F150 TRUCK 4 JOHN DEERE TRACTOR PLUS MOWER DECKAND PLOW 5 2003 SUZUKI SAVAGE MOTORCYCLE 6 ROTOTILLER TROY-GILT 7 UTILITY TRAILER 8 GUNS: 1 PISTOL, 4 SHOTGUNS, 3 RIFLES 9 11 COINS TOTAL (Also enter on line 5, Reppitulation) ~ VALUE AT DATE 26, 321.99 15,000.00 17, 500.00 5,500.00 1,900.00 850.00 800.00 1,932.00 127.20 69,931.19 AFFIDAVIT OF APPRAISAL It is in my,lohn F. Seibei, Jr., opinion that the below vehicle is worth $15,000. This appraisal falls in the fair market value of the vehicle as of 10-27-12. Year: ~ ~ Make: ~ ~i e y .~ o `~~ Model: !/ 02 V 2 Te vIN: l R ~f37 ~'S~f 2~ 3 ~ 3 -, ~~ ~ J~~. ~~~ John F. Seibei, Jr. i Sworn and subscribed to me on this a day of ~~~~ 2012. ~-~i-'-~ COMMONYVEALTH OF PENNSriVANIA ~// Nodrlsl SeN Meeory S. Seibei, NoYry Pudic MMmseex Twp., &eNrCounry My Carves E~kesAp017, 2013 Mallory S.Seibel,NotaryPub' Member. reeAe>a~onarNOfariss TOYOTA /~c~or~ 6711 Carlisle Plke MECHANICBBURGw PA. 17050 717.691-0500 717-891-5800 2005 Ford F-150 superCrew Appraisal VIN: 1 FTP W 14555 KE68847 Date: 07/23/2012 After spending time researching various book values, both retail and wholesale figures, along with current market values and retail sale listings, I would appraise this 2005 Ford FiSG at a value of $17,500. The number was determined after a detailed inspection process and factoring in various aspects of the vehicles current condition. Thank You, Michael General Sal s M nag Bobby Rah I To ota 717.691.05 x 3103 pennsylvania DEPARTMENT OF REVENUE INMERiTANCE TAX RENRN RBIDEMT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE Of ALAN H HAKE Thic ~cned,dF mutt hP completed and filed ff the answer to anv of eue56ons 1 through 4 on page tlrree of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY raawETRENaetaTmEmAr~.iNDRwAnoruxvroo[tme+ruro ~eR ane oTlEU~[R. ArtAa AmP~oTne pew R>a EEAr.ESnnE DATE OF DEATH VALUE OF ASSET % OF DECDS INfERESi EXCLUSION aPauv~E TAJU+BLE VALUE 1 STATE FARM IRA, TRANSFERED TO STEVEN HAKE, SON 1 336 02 100 02 16336 . . 6. . VERIZON TRADITIONAL IRA, TRANSFERED TO MARLENE HAKE, 00 39000 2 39,000.00 100 . ' SPOUSE FIDELITY ROTH IRA, TRANSFERED TO MARLENE HAKE, SPOUSE 31083 59 3. 31,083.59 100 . RBC WEALTH MANAGEMENT IRA, TRANSFERED TO MARLENE HAKE, 70 303795 4 30379510 60 . ' SPOUSE RBC WEALTH MANAGEMENT IRA, TRANSFERED TO LISA HAKE, 10126514 20 101265.14 5' DAUGHTER TRANSFERED TO STEVEN HAKE, RBC WEALTH MANAGEMENT IRA 6 , 101265.14 20 t 01265.14 ' SON TRANSFERED TO MARLENE HAKE, SPOUSE OHIO NATIONAL IRA 7. , 298329 36 60 298329.36 OHIO NATIONAL IRA, TRANSFERED TO LISA HAKE, DAUGHTER 12 99443 6. gg 44312 20 . OHIO NATIONAL IRA, TRANSFERED TO STEVEN HAKE, SON gg 44312 20 9944312 9. TOTAL (Also enter on Une 7, Recapitulation) ; I 1,089,960.59 SCHEDULE H j ~ pennsytvarria DEPAflTMENT OF REVENUE FUNERAL EXPENSES AND INNERRANCE TAx RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ALAN H HAKE Decederd's debts must be reported on Schedule I. REM NUMBER DESCRIFRON AMOUNT A. FUNERAL EXPENSES: t' MALPEZZIFUNERALHOME 12,243.40 2. GINGRICH MEMORIALS 6,255.00 3. MECHANICSBURGCEMETARY 1,790.00 a. FUNERAL REFRESHMENTS 640.00 8. 1. 2. 3. a. s. 6. ~. ADMINISTRATNE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Ciry Year(s) Commission Paid: State _ ZIP Attorney Fees: Family Exemption: (if decedent4 address is not the same as claimant's, attach explanation.) 3,500.00 Claimant MARLENE HAKE Street Address 301 EAST MEADOW DRIVE city MECHANICSBURG State PA ZIP 17055 Relauonshlp of Claimant [o Decedent SPOUSE Probate Fees: 615.50 Accountant Fees: Tax Return PreDarer Fees: 100.00 POSTAGE, REGISTRATIONS, INSPECTIONS AND MISCELLANEOUS EXPENSES 891.21 TOTAL (Also enter on Line 9, Recapitulation) I ~ 26,035.11 3 inn: pennsylvarria OERRRTMENT OF REVENUE INNERRAN(F TR% RETURN RESIDEMf OERUENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS __ ESTATE OF FILE NUMBER ALAN H HAKE pennsytvania !i7 DEPARTMENT OF flEVENUE MHERRAN~ TA% RETURN RESlDENi DEtPDENT ESTATE ALAN I 2. 3. 4. 5. II SCHEDULE 7 BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY 1. I TAXABLE DISTRIBURONS [Includes 9196 (aj~(1~2).jH~~ti~s and transfers under LISA HAKE, 301 EAST MEADOW DRIVE, MECHANICSBURG, PA 17055 STEVEN HAKE, 5021 HART CROSSING, MECHANICSBURG, PA 17055 STACY POWERS,1706 TULIP STREET, PHILADELPHIA, PA 19125 STEPHANIE MCMULLEN,85 HILLSIDE RD,MECHANICSBURG,PA17050 MARLENE HAKE, 301 E MEADOW DR, MECHANiCSBURG, PA 17055 Do Not DAUGHTER SON STEP-DAUGHTER STEP-DAUGHTER SPOUSE 289,698.89 306,034.91 5,000.00 5,000.00 790, 862.23 EPITER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV•1500 COVER SHEET, AS APPROPRIATE. NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECRON 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: i. 8. CHARITABLE AND GOVERNMENTAL DISTRIBURONS: 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. NUMBER: Of ESTATE