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HomeMy WebLinkAbout04-09-14 (2) J 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisbur , PA 17128-060� RESIDENT DECEDENT 2 � 1 3 1 2 2 5 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Suffix DecedenYs First Name MI H O R N I N G M A R Y E (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1. Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death ❑ Priorto 12-13-82) 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) QX 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust � 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) � 9. Litigation Proceeds Received � 10. Spousai Poverty Credit(Date of Death � 11. Election��ax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O� CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORl�1T�N SHOUL�DIREl�T�TO: Name Daytime Te�ir,qpe Numb�p � �+j D A V I D H S T O N E , E S Q U I R E rnic� � � ° � A r �n �v r —�--� I�y �r � I REGI,S�tE�F���f11ILLS E OM�'d C.7 C7 C � � � '►7 I First Line of Address � � 4 1 4 B R I D G E S T R E E T I -ti --�i � �,r"., r�rr Second Line of Address �' � (fj wp , � � I City or Post O�Ce StatB ZIP COde I DATE FILED i N E W C U M B E RL A N D P A 1 7 0 7 0 CorrespondenYs e-mail address: D S T 0 N E a�S T 0 N E L A W• N E T 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 preparer other than the personal represen ve is based on all information of which preparer has any knowle e. SIGNA , E OF P RS SP SIB��R FI ING RETU�� � � /, ! DATE �L ADDRESS • 2015 GOLDEN COURT MECHANICSBURG PA 17055 SIGNATU OF PR T N RE R SENTATIVE DATE ADDRESS � �'� � 414 BRIDG EET NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 L 150567,D140 1505610140 J � � � REV 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Estate of Mary Ellen Horning File No. 21-13-1225 Additional Signature and Address of Co-Executor 1650 Sheepford Road Mechanicsburg PA 17055 J 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number oecedent's Name: M A R Y E • H 0 R N I N G RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. • 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z• • 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. 8 1 2 l, . � 3 6. Jointly Owned Property(Schedule F) ❑ Separate Biiling Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. . 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 8 1 2 1, . � 3 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 1 3 9 � 5 . 3 � 10. Debts of Decedent, Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. 7 6 5 9 3 . 9 6 1�. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 9 0 5 6 9 . 3 3 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. - 8 2 4 4 8 . 3 � 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. - 8 2 4 4 8 . 3 � TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X •� � . 0 � 15. 0 . � Q 16. Amount of Line 14 taxable at lineal rate X • � � . 0 0 �g, � . � 0 17. Amount of Line 14 taxable at sibling rate X.12 � . � � 17. � . � � 18. Amount of Line 14 taxable at collateral rate X.15 � • � � 1 g. � • � � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0 . 0 � 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610240 150561024� � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21, 13 1225 DECEDENT'S NAME MARY E • HORNING STREET ADDRESS 2015 GOLDEN COURT CITY STATE ZIP MECHANICSBURG � PA 1,7055- Tax Payments and Credits: � Tax Due(Page 2,Line 19) (1) 0 • �0 2. CreditslPayments A.Prior Payments B.Discount Total Credits(A+g) �2� 0 • 0 0 3. Interest (3) 0 • 0 0 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 • 0� 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 • 0 0 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 ...................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................... ❑ 0 c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ Q 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ Q 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ � 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 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 suNiving spouse is 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 decedenYs lineal beneficiaries is 4.5 percent, except as noted in p2 P.s.§s��s(a)(���. • 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+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS � MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: MARY E • HORNING 21 13 1225 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 NA-Checking Acct #5140030263 6,245 • 13 2 United Commercial Travelers of America-premium ref 48 . 04 3 Met-Life - life insurance policy #60277021,8A with 1,827 • 86 estate being beneficiary TOTAL(Also enter on Line 5,Recapitulation) $ 8,121 • 0 3 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARY E • HORNING 21 13 1225 DecedenYs debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAI EXPENSES; 1 • Michael Greyshock-Reimb for addl funeral services 533 • 29 2 Michael Greyshock-Reimb for luncheon, etc 618 • 58 3 Parthemore Funeral Home-funeral expenses 9,555 • OD B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)ofPersonalRepresentative(s) Pamela Greyshock/Michael Hornin 1,500 • 00 StreetAddress 2015 Golden Ct / 1650 Sheepford Rd c;ry Mechanicsburq state PA ziP 17055 Year(s)Commission Paid: 2 014 2 . AttorneyFees: David H Stone, Esquire 1,500 • �0 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address ��h' State ZIP Relationship of Claimant to Decedent 4 • Probate Fees: S 2 2 #1 b e 1 o w 5 � Accountant Fees: 6 • Tax Return Preparer Fees: 7 • Michael Greyshock-Reimb for probate costs 138 • 5� 2 Register of Wills-filing Inh tax return & Inv 30 • 00 3 Reserve for closing expenses 100 • �0 TOTAL(Also enter on Line 9,Recapitulation) $ 13,9 7 5 • 3 7 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARY E • HORNING 21 13 1225 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 • Messiah Lifeways-nursing home services 706 • 84 2 PA Dept of Public Welfare-claim 75,887 • 12 TOTAL(Also enter on Line 10,Recapitulation) $ 7 6,5 9 3 • 9 6 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARY E • HORNING 21 13 1225 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 PAMELA C GREYSNOCK Lineal 0 • 00 2�15 GOLDEN COURT MECHANICSBRG PA 17D55- 2 MICHAEL W HORNING Lineal 0 • 00 1650 SHEEPFORD ROAD MECHANICSBURG PA 17�55- 3 BARBARA ANN KEHLER Lineal 0 • 00 1,192 LETCHWORTH ROAD CAMP HILL PA 1701,1- 4 RUSSELL A HORNING Lineal 0 • 00 P • 0 • BOX 139 FORT ASHBY WV 26179- 5 MARTIN HORNING Lineal 0 • 00 5947 LINGLESTOWN ROAD HARRISBURG PA 1711,2- ENTER 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 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. ,: _ ., ; . ;� -r� -: _ :, ep\wills\horning.me\k\2-93 ' i ' : I LAST WILL AND TESTAMENT OF MARY ELLEN HORNING I, MARY ELLEN HORNING, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I : I dev�.se and bequeath all of my estate of every nature and wherever situate to my husband, LLOYD HORNING, JR. , if he survives me by thirty (30) days. � ITEM II: Should my husband, LLOYD HORNING, JR. , fail to survive me by thirty (30) days, I devise and bequeath all of my estate, of , every nature and wherever situate, in equal shares to such of my children, PAMELA C. GREYSHOCIC, MICHAEL W. HORNING, BARBARA ANN KEHLER, �,,l�� RUSSELL A. HORNING, and MARTIN HORNING, as survive me by thirty ( 30) days. Should any of my children predecease me or die on or before the I thirtieth ( 30th) day following my death, I devise and bequeath the share of such child to his or her issue, per stirpes, living on the thirty-first (31st) day following my death; and should any such child of mine leave no such issue living on the thirty-first ( 31st) day following my death, I devise and bequeath the share of such child to I my issue, per stirpes, living on the thirty-first (31st) day following my death. ITEM III: I appoint my Executor and his successors guardian of I any property which passes, either under this will or otherwise, to a . Page 1 of 4 I � � ,ii . minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purpoaes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM IV: I appoint my husband, LLOYD HORNING, JR. , Executor of this my last will. Should my husband, LLOYD HORNING, JR. , fail to qualify or cease to act as Executor, I appoint my children, PAMELA C. GREYSHOCK and MICHAEL W. HORNING, Co-Executors of this my last will. � ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, I, MARY ELLEN HORNING, have hereunto set my hand and seal this '���day of -� �-c , 1993. , < Cl' �•��� MARY ELLE HORNING SIGNED, SEALED, PUBLISHED and DECLARED by MARY ELLEN HORNING, the Testatrix above named, as and for her Last Will and Testament, and in Page 2 of 4 .' the presence of us, who at her reguest, in her presence and in the presence of each other, have subscribed our names as witnesses. � � � � � ,� � � �(,�,� ,J Witness Address ./��L�'�`' �7.c'.z�'�c%'� ��?�.� '' �� ��- Witness ' Address COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : I, MARY ELLEN HORNING, the Testatrix 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 this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the rposes therein contained., Y E LE HORNING Sworn to or affirmed to and a�knowledged before me by MARY ELLEN HORNING, the Testatrix, this �,,� Y�1 day of � .c.LL , 1993. `TC• tary Pu lic t.t7iAZl„l. ��:t!. � ic�vF r-�,�� �;:�.,;_.. . . . , � :,r, � . � ,�';"��;ta,.,_iC:i�.... . ... . .. ...... : �..........,.._.............�. _._ . _._.. . . . _ . Page 3 of 4 �. COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY O D : � We, �.�l.t' � a'%�-- and / "�-C''� ' ..--. � the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix sigrled willinyly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influen • ,��J ' Witness ������� ' Witness Sworn to or affirmed to and acknowledged before me by ��h1..e� �/ ��tcn-e- and Q�z,�,L-�- �.�.Q�-�"�. � , witnesses, this /�� day of � , 1993. .� `_ �� .�._..�....._.�...�-...-, � �,_ ._ ` . a� ,� .�� ' � otary Pu lic � ,. ,.� ,,. '.... ��_ _ . .`�, : c _ , ; I ,� _���.,,. ' ."�'1��,�G:1 i � Page 4 of 4 II Nov, 27, 2013 10; SGAM PNC Ba�k No, 0689 P, li 1 _ � . . ? . ������ November 27,2013 ba�vid T� Stone�sq. Stcane Laf'a�rer 8c Shekletski Attorneys at Law 414 Bridge St pO �oxE IVew Cumberland, PA 17070 RE: Mary Ellen Horning SS�T: 163-24-9219 D�D: 08-26�2013 T.7ear Mr. Storie: In response to ��ur request for Date o�Aeath(laOL7) balances for the customer noted abo�ve, our recoxds shovv tk�e follo�w7ing: Checkrng Accoiunt Account# 5140030263 Established: 10-01-1955 MA.RY ELL�N HORNING DOD balance: $ 6,245.13 z�a�intearest bearing 1'lease note that this affice pro�ides date of death balances for de�osit accounts(1�iAs, CDs,Checking and Savizzgs). We do nat process a���in�abcial transactions or provide sts�tements. Yf you need assistance r�vit�a any of these items,please call l-S$8-PNC-BANI�(1-8$8-762-2265)or stop by your local PNC Bank branch o�`�ce. Siu�cez�e�y, National Financial Services Center 1'NC Bank,N.A. Member FbYC This message as intended for the use of the individual or entiry to which Yt is add'ressed and may contain information that is privileged, confider�tial and exempt fr�om d'iscl`osure urader applicable law, 1'f the reader of this�nessage is not the irztended recipient or the employee or ctgent responsible far delivering this message to the intend'ed recipient,you�re hereby notified fhat any dissernrr�atron, distributfon or copying of t�is communications is strictly prohibitec� Ifyou have recefved this communication in error,please not�me immediately by reply or by telephone at 8t1D-762-,1775 and immediately destroy this faxed document. Page 1 of X ti Q o o� �., � a� 0 0 ti a � N � � O C� m oo m �; � ' o 0 d y . � Q � Q E � o o z o z 7 0 ' ; � Z c o � ' � � � o o' ' ? ' c°� rn rn � � ' ai ai a � E � .. O �. M N O ?. � O �. ' 3 7 (C c�0 N . � a � ��� � X � _ x (n . .. 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