HomeMy WebLinkAbout01-08-14 (3) J 150561014�
REV-�5oo � ��,_,�,
PA DepartmeM of Revenue OFFlqAL USE ONLY
Bureau of Individual Taxes County Code Year File Numbar
Pa BOX 280801 INHERITANCE TAX RETURN 2 1 1 3 0 9 3 3
Harrisbur4,Pa�7�2e-oeo� RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDOYYYY Date of 8irth MN�DYYYY
1 9 5 1 6 6 6 5 fl 0 6 0. ? 2 D 1 3 0 1 D 1 1 9 2 4
decedenYs Laat Name Suifix DecedeM's First Name MI
H U R N E W I L L I A M L
(If Applicabla)Entar 8urviving 8pouse's Ir�formatton Below
Sp�use's I.aat Nante Suffix SpousB's First Name Mi
Sp�uee's Soctal Securlty Number
TH43 RETURN MU3T BE FILED IN DUPLJCATE WITH THE
REGISTER OF WILLS
FILL IN MPROPRIA7E OVALS BELOW
Q 1.Original Retum � 2.Supplamental Retum � 3.Remaind�r Retum{date of death
priorto 12-13-82)
� 4.Limfted Estate [� 4a.Future Interest Compromise(date of [] 5.Federel Estate Tax Return Required
death after 12-12-82)
� 6.Decedent Died Testete ❑ 7.Decedent Maintained a Living Trust B.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Truat)
� 9.Utigatio�Pro�eds Received � 10.Spousal Poverty Credit{date of death � 11.Eledion to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT-THIS 8ECTION MUST BE CONPi.ETED.ALL CORRESPONDEMCE AND COMFIDENTIAL TAX WFORMATION SHOUI.D BE DIRECTED Td:
Name Daytime Telephone Number
M AT T H EW A . M cK NIG HT 717 24 �,,, 2353
�
RI�IS�R OF WILCSUSE p�L �
� �C? � �? C?
� � :C CJ� %�
First line of address �a z�,, r— r,� �
I R W I N & M c K N I G H T , P - C • m" c�n �' °O '�i °
� . �c c� �
Second Iirse of address ° � c> � � �
c'7 � -rY � .� '?�7
6 0 W E S T P 0 M F R E T S T R E E T �"� � -° �'
� xa G,� r-~~ �.r,�
Cfry or Post Offioe State ZIP Code ����� �
�' � `�'1
C A R L I S L E P A 1 7 0 1 3
CorrefpondsrK's s-mail addrsss:
Under peneldea of pet}ury,I declare that I heve exemined thle rotum,induding accwmperryfng echeduies and ata�nts,and to ihe beat of my knawledge and belief,
R Is kue,correCt and compiete.Declaration of preperer othsr then the personal representedve is based on a11 informatlon of which prepater haa eny knowledpe.
SI OF PER ESPO IB F1lING RETURN
��
AD R SS
311 HONG K NG ROAD PULASKI NY 13142
SIGPIATU � P THER THAN REPRESEN7ATIVE DATE �
� � � �
ADDRESS
6D WES7' P4M RET STREET CARLISLE PA 17013
PLEA8E U3E ORIGINAL FORM ONLY
Side 1
L 150561a14D 1505610140 J
J
� 150561�240
REV-1500 EX DecedenYs Social Security Number
DecedenYs Name: W I L L I A M L • H U R N E 1 9 5 1 6 6 6 5 0
RECAPITULATION
1. Real Estate(Schedule A) �� '
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2• '
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. •
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. •
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 2 1 3 7 1 . $ 2
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . . . . 7. .
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2 1 3 7 1 . 5 2
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9� 7 5 9 9 . 9 9
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 3 � � • 0 0
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 7 8 9 9 . 9 9
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2� 1 3 4 � 1 . 5 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . �3• •
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 1 3 4 � 1 . 5 3
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0 _ 0 . � O 15. O . � �
16. Amount of Line 14 taxable
at�inea�rate X.045 1 3 4 7 1 . 5 3 �g, 6 � 6 . 2 2
17. Amount of Line 14 taxable
at sibling rate X.12 � . � 0 17. � . � �
18. Amount of Line 14 taxable
at collateral rate X.15 � • � � 18. � • 0 �
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 6 0 6 • 2 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
L 1505610240 1505610240 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 2� 13 0933
DECEDENT'S NAME
WILLIAM L. HURNE
STREET ADDRESS
631 MESSIAH CIRCLE
CITY STATE ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 606.22
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+B) (2) 0.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 606.22
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: ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ ❑X
c. retain a reversionary 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? ....................................................................................... ❑ ❑X
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?.................................................................................................. � �
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 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 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(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 decedenYs 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+(OS-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC.
INHERITANCE TAX RETURN
RESIDENTDECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
WILLIAM L. HURNE 21 13 0933
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC BANK-CERTIFICATE OF DEPOSIT#31700363233 21,271.52
2. PNC BANK-CHECKING ACCOUNT#5113676886 100.00
TOTAL(Also enter on Line 5,Recapitulation) $ 21 371.52
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILLIAM L. HURNE 21 13 0933
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. COCKLIN FUNERAL HOME 1,601.99
2. FUNERAL LUNCHEON 159.96
3. MEN'S CHOIR 50.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. AttomeyFees: IRWIN & McKNIGHT, P.C. 1,500.00
3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) 3,500.00
Claimant THELMA M. HURNE
StreetAddress 631 MESSIAH CIRCLE
��y MECHANICSBURG State PA z�P 17055
RelationshipofClaimanttoDecedent SPOUSE
4. ProbateFees: REGISTER OF WILLS 148.50
5 Accountant Fees:
6. Tax Retum Preparer Fees: PATRICIA A. ROSENDALE, CPA 375.00
FINAL FIDUCIARY TAX RETURN
7. CUMBERLAND LAW JOURNAL- ESTATE NOTICE 75.00
8. THE SENTINEL- ESTATE NOTICE 189.54
TOTAL(Also enter on Line 9,Recapitulation) $ � 599 99
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES 8� LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILLIAM L. HURNE 21 13 0933
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PINNACLE HEALTH - MEDICAL 300.00
TOTAL(Also enter on Line 10,Recapitulation) $ 300.00
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
WILLIAM L. HURNE 21 13 0933
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. CHARLES D. HURNE Lineal 2,245.26
27 WESTGATE AVENUE APT 103 1/6TH REMAINDER
AKRON, NY 14001
2. LINDA K. BURK Lineal 2,245.26
200 EAST NORTH AVENUE 1/6TH REMAINDER
ELMHURST, IL 60126
3. JOHN D. HURNE Lineal 2,245.26
344 WINTHROP AVENUE 1/6TH REMAINDER
ELMHURST, IL 60126
4. WILLIAM L. HURNE, JR. Lineal 2,245.25
10417 BOYNTON PLACE CIRCLE 1/6TH REMAINDER
BOYNTON BEACH, FL 33437
5. TIMOTHY J. HURNE Lineal 2,245.25
311 HONG KONG ROAD 1/6TH REMAINDER
PULASKI, NY 13142
6. DANIEL K. HURNE Lineal 2,245.25
5851 WOODSTRAIL ROAD 1/6TH REMAINDER
COLUMBIA CITY, IN 46725
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
} . . . .
�
LAST WILL AND TESTAMENT
I, WILLIAM LYLE HURNE, of Upper Allen Township, Cumberland County,
Pennsylvania,being of sound and disposing mind and memory,do hereby make,publish and declare
this to be my Last Will and Testament,hereby revoking any and all former Wills or Codicils by me
made.
1.
I direct that all my legally enforceable debts,funeral expenses,testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath all of my estate, whether real, personal or mixed property,
whether tangible or intangible,and wherever situated,in equal shares,unto my children,CHARLES
D. HURNE, LINDA K. BURK, JOHN D. HURNE, WILLIAM L. HURNE, JR., TIMOTHY J.
HURNE, and DANIEL K. HURNE, absolutely, with substitution of issue per stirpes.
3.
I nominate,constitute and appoint my son,CHARLES D.HURNE,as Executor of my estate.
In the event he shall be unable or unwilling to serve in such capacity, then I appoint my son,
TIMOTHY J. HURNE, to act in such capacity.
4.
I direct that my personal representative shall not be required to file a bond to secure the
faithful performance of his duties in any jurisdiction. ,
Page 1 of 3 Pages ����
W.L.H.
� . . . •
f
5.
I authorize and empower my personal representative, in his sole and absolute discretion,to
purchase or otherwise acquire and retain any investments or any properiy of any nature which I own
at my death;to sell,lease,pledge,mortgage,transfer,exchange,dispose of or grant options in regard
to any or all property of any kind forming a part of my estate for such terms and such prices as he
may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal properiy forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share;to employ agents,attorneys and proxies and to delegate to them such power as
my personal representative considers desirable and to pay reasonable compensation for such services
as may be rendered by such agents, attorneys and proxies; and to execute and deliver such
instruments as may be necessary to carry out any of these powers. In addition, I direct that my
personal representative shall have the power to conduct an inventory of any safe deposit box
necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 28th day of October,
2003.
� � � � EAL)
William Lyle Hurne
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testator,as and
for his Last Will and Testament,in the presence of us,who at his request,have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
Page 2 of 3 Pages
� . .
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, WILLIAM LYLE HURNE, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will;that I signed it willingly;and that I signed it as my free and
voluntary act for the purposes therein expressed.
/"G'
William Lyle Hu e
Sworn or affirmed to and acknowledged before me by WILLIAM LYLE HURNE, the
Testator, this 28th day of October, 2003.
Nota u ic ��S�
Sharon E.Bloom,Notary Public
COMMONWEALTH OF PENNSYLVANIA No�thMiddletonTwp.,Cu�nberlandCourny
) My Carunission Expires August 5,2006
: S S. Member,Pennsylvania Association OF Notaries
COUNTY OF CUMBERLAND )
We, �7 Y1'�i'1 �, � 1�om �d ' �. -e
the witnesses who e names are signed to the attached or foregoing instrument, eing duly qualified
according to law, do depose and say that we were present and saw WILLIAM LYLE HURNE,the
Testator,sign and execute the instrument as his Last Will;that the Testator signed willingly and that
the Testator executed it as his free and voluntary act for the purposes therein expressed;that each of
us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or more yeaxs of age, of sound mind and under no
constraint or undue influence.
Address �i�� Lo��,s �'Q„ 2av.�
C�1•'s�e . �/� /�O/ �3
,
Ad I q 5 L no i c,� t7r,{.
C'sir l i S I�, P/� I�v 13
Sworn or affirmed to and subscribed before m is 28`h da of Octo er, 2003.
Not Public
Notarial Seal
Sharon E.Bloom,Notary Public
North Middleton Twp.,Cumbedar►d Courrty
My C,anmission Expires August 5,2006
Page 3 of 3 Pages Memner,Pennsylvania Assoaation Of Notaries
Dec, 16, 2013 12 : 20PM PNC Bank No, 1824 P, 1/2
� .,..�1 ��
December 16, 2013
Matthe�uv A 1�i1cT�nrght, Esq
Kirvvin 8r McT�night PC
West Pomfret Professional Bldg
60 W Fonn;�iret St
Carlisle, PA 171o3�3222
12E: Name: 'UV�illiarn L�Turne
SSN�: 195-16�6650
DOD: 06-07-2013
Dear Sir/Madam:
Tn response to your request for]�ate of Death (L�OT�) balances for the customer noted above, our
records sho�the follo�ving:
Certificate of Deposit
Account# 31700363233 Established: a0-09-2012
WILLIAM L HURNE
]�OD balance: $ 21,271.52+0.00 accrued interest
Interest paid 01-01-2013 thru 06�07-2013 � 47.86 �'"Tl�
Checking Account
Account# 5113676886 Establask�ed: �0-09-201.2
VVYLLYAM L HURNE
b�D balance: $ 100.00 non interest bearing
Please note tl�at t.�.xs o;ffce provides date of death balances for deposit accounts (1R.As, CDs, Checking and
Savings)_ 'We do not process any financial transactions or provide statements. Tf you need assistance with
an�of these iiems,please ca111-888-PNC-BA.NK(�-885-762-2265)or stop by your 1oca�P�iC Baar�bzamch
o£fice.
Sincerel�r,
National Financial Sezv'xces Cez�ter
PNC Bank,N.A.
Member FDTC
Pa�e 1 of 2
Dec, 16. 2013 12: 20PM PNC Bank No, 1824 P, 2/2
This message is intended for the use of the i�adz�vYdual or entzty to whzch it is add'ressed and may
contain r�forrraation that zs privileged, confadentzal'and exempt from disc2'osure under�tpplicable law.
rf the reader of rhis message is not the intended recipzenr or the employee or agent responsible for
� delivering this message to the intended recipient, you are hereby notif ed that any dissemfnation,
distribution or copying of this communications is strictly prohibited. 1'f you have �ecefved thzs
communication in error,please notzfy rne Ymmediately by reply or by telephone at 800-762-1775 and
Ymrnediately destroy this faxed documer�t_
Page 2 of 2