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Home My WebLink About08-22-13 � �y 15Q561�1R5 R��Y��t62-11)tFl� MI PA Department of Revenue Pennsytvania oFFICIAL use ONIV Bureau of I�diNdua!Taxes ".","`" Counry Code Vear File Num6er. Po Box zgo6oi INHERITANGE TAX RETURN NarMsburg,PA i7iz8-o6oi RESEDENT DECEDENT - 21 13 0594 ENTER GECEDEN7 INFORMATION BELQW Social Secunry Numdar Date of Dealh MMpDVYYY Date ot Birth MMDDVYYY 1410412411 06/18t1931 DecedenCs Last Name Suffix Decedent's First Name MI Hons Russeii O (if Appiiaable)Enter Surviving Spouse's Information Below Spouse's Last Name Su�x Spouse's First Name MI Hans JanneKe E Spouse's Socia�Seauruy Number THIS RETURN MUST BE FILED IN DUPLICATE WI7H THE �s5-3o-527� REGISTER OF WIL�S Pii.l IN APPROPRIAiE OVALS BEIOW C� 1. Original Return p 2.Supplemental ftetum O 3. Remainder Retum(Date of Death Priorto 72•13-82j O 4.limited Estate p da_future interest Compromise(date fff O 5. Federal Estata T�f2etum Required d9ath afteri2-12-82} O 8. Decedent Dled Testate C� 7. 6ecedent Mainteined a Living Trust 0 8, Total Num6er of Sa�e Deposit Boxes (Attach Copy of Will) (AttacM1 Copy 4f Trust.) O 9.titigation Prpceeds Receivetl G�7 10.Spausai Poverty Gretlft{Qata of 6eath f,� 11. Election to Tax�nder Sec.$173{A} Between�2-3i-91 and 1-1-95} (Attach Schedule 6) CORRE&PONDENT- 7WI5 SECTION MUST BE COMPLETED.AlL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM�ION SHOOLp B�RECTE�T� Name Daytirr�jei�, ho�e NuFfttier ��ri �y Robert H. Sa ers, Es 570 155 T `° o y q { � � �' —ti-v--- . r� c� n ��F wip�g us�o�+4Y� � U) � e, � � 'YY -..� First Line of Address "'� �' �� "��Y Ca <:;i ��; 811-813 Mulberry Street � �; f_� -- �, Second line of Address . .. . . . . .. . . . °o � tU */� � y rn Gity ot P45t 6�CR StAfe Z�P Cod@ �pTE PILED Scranton PA 18510 . GorcespondenYs o-maii address:S8yr4b�EplX.itBt Under penelties of parjury,I deGare that I have examined this retum,inclu0ing accompanying sGhedules and 9�atements,and to the bes[of my knowledge and beliei, it is Ime,corcect and COmplele.DeClafatlon of preparer other t�an the personal represantativa IS based on ell in/oimaUOn of which preparer has any krrowledge. SiGNAT RE OF PERSp RESPONSIBLE POR 1 NG RETURN DA7E —�'��„ � . �-�._ �l�I c ;� ADD 104 dcrest Driv ariisle PA 17015-94 SIGNATURE Of PRE T R P SEN VE DA �j,�� ot�^' ADDRESS 811-813 Mulberry St., Scranton PA 18510 P�EASE USE 6R161MAL FORfA QN1.Y Side 1 � 15�561L11�5 15�561t7105 � �� L��s6loaas REV-i500 EX(FI) Oecedeni's Sociai Security Number Decetlem's Nama: HOI15� Russeil O. �� RECAPITULATION t. Reai Estate(Scheduie A}. ... . . ......... ............................. . t. 2. 5�ocks and Bonds(Schedule B) . ... ........ . . . .._ ._., . .... ...... . ... 2. 3. Closety Hsld Carporation,Partnership or Sale-Proprietorship(Scheduie C} ..... 3. 4, Mortgages end Notes Reseivable(Sohedule D) . . . . .. . . .... ..... . . . .. ..... 4, 5. Cash,Bank Deposits end Miscelt8neous Personal Properf}r{Schedule E}...... . 5. : 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ......, 6. 34,919.99 7. inier-Vivas Transfers&Misceilaneous Non-Probate Property ---�� {Schedule G) O Saparate Biiling Requested........ 7. .__.._. . _ .,.. .. ..... 8. Total Gross Assets(total Lines t through 7). .. ..... ..... .. . . . . . ... . . _.. 8. 34,919.99 9. Funerai Expenses and Administrative Costs iSchetfule H). . ........ . . ....... 9. 10. Debts ot Deaedent, Mortgage Liabililies and Liens(Schedule I). .... . .. . . . . . .. 10. _.......... . . .. . ... . .., ... ..... 11. Total Deductions{totai Clnes 9 and 90}.._ ......... . .. ...... ........... 11. � 12. Net Value of Estate(Line 8 minus�ioe 11) ... . . . . .... . ..... . ... . . ....... 12. 34,919.99 �3. Charitabte and Govemmentai Bequestst5ec 9113 Trusts fa�which - -- �� ' - - �� en elecEion to fax has not been made{Schedule J) ..... ................... 13. 14. Net Value Su6Jeet to Tax(Line 12 minus line 13) ..... . . ... . .... . .. .. . ... 14. � 34,919.99 TAX CRIGUlATi4N-SEE INSTRUCTIONS FOR APRLICAB�E RATES '15. Amoant of�ine t4 taxebie at the spousal tax rate,or transfers under Sec.9718 34,$'}Q.g J te)(1.2)X.0_ i5. 0.00 16. Amount of line 14 taxabVs .... ,.___... ..._ _..._...... _.._, ..._„,.. ..... ,... .. _. at lineal rate X.0_ . ' 18. ..... .. . . . . . .. .. ___, . . ;_. ._.. ._.:.. ......, . . , ._.. .. 17. Amount of Line 74 taxalale � at siGling rate X.'12 17.' ...... .. ._........ .__....... ._. _._ .. 18. Arzrouni of tine'14 taxabie et collaterel rete X .15 18, 19. 7AX DUE .................................. ....................... 19.;. . . .. . . ._. .0.40... 20. PILL IN THE 6VAL IP Y4U ARE REQUES7ING A REFUND OP AN 4YERPAYMENT O Side 2 � ],50561t1205 ]�5056�0205 J REV-1500 EX(FI) Pa9e 3 File Number DecedenYs Complete Address: DECEDENT'S NAME Hons, Russeil O. _— —. STREETADDRESS �� 104 Woodcrest Drive CITY ---��-- �� '�, STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments __ B. Discount Total Credits(A+B) (2) 3. Interest 4. If Line 2 is greater than Line 1 +Line 3,enter the diflerence. This is the OVERPAYMENT. (3) Fill in oval on Page 2,Line 20 to request a refund. (q) 5. If Line 1 +Line 3 is grealer than Line 2,enter ihe difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS,AGENT. ,��,,� ":�','.: '��" „_ �� %�" . . Y�� ,':�� :�' �' i��=' 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 properry transferred.......................................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ � c. retain a reversionary interest .............................................................................................................................. ❑ � d. 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 tmst for"or payable•upon-death bank accounl or security at his or her death?.............. ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which confainsa benefciary 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. .. .;�I �� F .kc�s�;.,rr�, '��,�;�' ��.. �£�:TM�t�°=. '` •� ^a; aak 2�r�.: �y,r . ,". � . . .. .� ,._ ...... . ` '� -s;:�`: .� ",. �: � .. t.�."'�`;� . 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 slatute 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 benefciary. 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 dealh to or for the use of a natural parent, an adoptive parenl 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 decedenYs 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 decedenYs siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Section 9102,as an individuai who has at least one parent in common with the decedenl,whether by blood or adoplion. SCHEDULE F cor�eoNVrsntTHOererrNSV�vnran JOTNTLY-OWNEDPTtOPERTY MNERITANCE TAX RETURN RESIDENT DECEDENT Pleesn Print ar Ty c ESTATE OF FTLE NUMBER Hons,Russeii O. 21-13-0694 Joint tenant(s): NAME AUDR6SS RELATTON3RiP T4 DECEDEiY'F` A.Jannette E. Hons 104 Woodcrest Drive Wtfe Carlisle PA 17015-9483 JoiMly-ownod property: LETTBft ITEM DATE MADE TOTAL VALUE DECp'S'% NUMBER FORJOINT aO1�,�, DESCRIPTIONOFPROPERTY pFASSET jry7�, vALUEATDATEQFDEATH TENANT 1.0 A. 6/6/2002 FSC Securities Corp. 69,&39.99 50% $34,919.99 Account#SPA 393545 2.0 Total Atsq enter on tine 6,Reca itulation $34,939.99 (If more space is neaded, insert additional sheets of same sixe.) SCHEDULEJ COMMONWEALTNOFPENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT Pleese Prinl orType ESTATE OF FILE NUMBER Hons,Russeil O. 21-13-0694 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSH(P AMOUNT NUMBER A. Taxable Bequests: 1.0 Jannette E. Hons Wife 100°/a residuary ]04 Woodcrest Drive,Carlisle PA ]7015-9483 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT NUMBER B. Charitable Bequests: 1.0 TOTAL CHARITABLE BE UESTS Also enter on line 13,Reca itulation $0.00 (If more space is needed,insert additional sheets of same size.) �.�x�� U �x�� C�.e��xr��ex� I, RUSSELL HONS, a/k/a RUSSELL O. HONS, of the Township of Falls, Wyoming County, Pennsylvania, declare this to be my last Will and revoke any Will previously made by me. FIRST: I direct my Executrix oi• her successor hereinafter named to pay my just debts, funeral expenses, and taxes including but not limited to inheritance tax as soon as may be afier my decease. SFCOND: I give, devise and bequeath all of' the rest, residue and remainder of my estate, of every nature and wherever situate, be it mixed, real or personal property to my wife, JANNETTE E. HONS; provided, however, should my wife, JANNETTE E. HONS, predecease me or fail to survive me for thirty (30) days, I give, devise and bequeath all of the rest, residue and remainder of my estate in equal shares to my children, RUSSELL E. HONS, DEBRA L. SPENCER, DIANA K. DECKER and DENISE E. MOORE; provided further, should a child predecease me or fail to survive me for thirty (30) days, I give, devise and bequeath his or her share to his or her children in equal shares. THIRD: I hereby nominate, constitute and appoint my wife, JANNETTE E. HONS, as Executrix of my estate; provided, however, that if for any reason she is unable or unwilling to serve as such, I nominate, constitute and appoint my daughters, DEBRA L. SPENCER and DIANA K. DECKER, as alternate Co-Executrices of such Estate. Page 1 of 3 FOURTH: I direct that my Executrix or her successor will not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, RUSSELL HONS, a/k/a RUSSELL O. HONS, the 1'estator, have to this, my Will, set my hand and seal this 18th day of March, Two Thousand Nine. ...-�A� �'�7'�-t�/ (SEAL) RUSSELL HONS, a/k/a �� `+�'� (SEAL) RUSSELL O. HONS SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testator as and for his last Will and Testament, in the presence of us, who have hereunto subscribed our names at l�is request as Witnesses thereto, in the presence of said Testator and of each other, —�� , > � �;,,,,,.�, C.._. � ,L . � r, , _ J I . Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF LACICAWANNA , I, RUSSELL HONS, a/k/a RUSSELL O. HONS, whose name is subscribed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I have signed and executed the instrument as my last Will and that I signed it willingly and as my free and voluntary actforthe purposestherein expressed. ✓«„��-�- �� RUSSELL HONS, a/k/a ,�, �, ��`�� " " (SEAL) RUSSELL O. HONS Sworn to and subscribed before me This I�tclay of March, 2009 NnT'4R�A�SE?�, Mn T.Myere,Notary Public Ciry of Scrnnton,Leckawenne County My commiseion expires Auguat S,2009 COMMONWEALTH OF PENNSYLVANIA: SS; COUNTY OF LACKAWANNA , We, Robert H. Sayers and James J. Zaydon, Jr., being duly qualified according to law, do depose and say that we were presei�t and saw the Testator sign and execute the instrument as his last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness, in the heax•ing and sight of the Testator, sigwed the Will as a witness and that, to the best of our knowledge, the Testator was, at tl�at time, eighteen or more years of age, of sound mind and under no constraint or undue influence. -------d�-�-�- ,� , _ � �� r� / Sworn to and Subscribed before me � ✓ This �$�day of March, 2009 " °�41 `riL,S�� _ /rn �� -yq '��/�� p,(,�� / +vm'(. Myrers,Notary public `� /'�M nn�.--�=-1�t141�d.L_Lo�_ i Ciry of Screnton,Lackewanna County --�-��"'' �1 v�omm;�.g�„nexpiresAugust5,2009 v Page 3 of 3 '--�—�----�_. ROBERT H. SAYERS ATTORNEY AT LAW HI�-BI3MULBERRY 9TREET SCRANTON, PA18510-2408 TEL: 16J0I343-1166 FNX: �EJ01343-4842 FLEETVILLE OFFICE: BOX 6i FLCETVILLE. PA IB6E0 TEI: (SJOI 9�5-96>3 August 20, 2013 Glenda Farner Strasbaugh Register of Wills I Courthouse Squaze Rm. 102 Carlisle PA 17013 RE: Estate of Russell O. Hons Deaz Mrs. Strasbaugh: Enclosed please find the Inheritance T� retum for the Estate of Russell O. Hons and the Final Status Report for this estate. No inventory was prepazed because there was only jointly owned property in the estate. The estate was all left to Decedent's wife and no inheritance tax is owed. Sincerely yours, RO ER H. 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