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Home My WebLink About05-19-14 r 1 � REV-1500 EX(02-11) 1505610143 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County code Year Fite Number Bureau of Individual Taxes �n�r.Ea*aa�EeuE PO BOx.280601 INHERITANCE TAX RETURN 21 12 1327 Harrisburg,PA 17128-0609 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 08 01 2010 0E 26 1954 Decedent's Last Name suffix Decedent's First Name MI HUNTER JEFF7MY M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI HUNTER PAMELA J Spouse's Social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1K 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 40.Future Interest compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) ❑ (—i s Decadent Died Testate 7. pgry Ch COpyi0njjn5d a Living Trust _�_ 8. Total Number Sofa Deposit 60%e5 L J (Attach Copy of Will) ❑ ( Ill t) P ❑ 9. Litigation Proceeds Received ❑ 10.gbvean P?ver�FM�IDatte f Death E:1 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 RICHARD R REILLY 717 �43 535N M c REGISTER 6CWILLSS ON�y rn S +7 -4 First Line of Address I m l t: 54 N DUKE STREET '" L� =D --n Second Line of Address Cn) -r1 :3 C .r --t rr- W City or Post Office State ZIP Code ATE FILED YORK PA 17401 Correspondent's e-mail address: richardroiliy@verizon.net Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knnMedge and belief, It is true,w and complete. claration c reparer other than the personal representative Is based on all information of which prepo ter has any knowledge. SIGNATI RE • PERSO RESPO ISLE FOR 71bWNG R URN DATE Pamela J. Hunter ADDS fSS ! 428 Paw echantesburpi, PA 17054 SIGNFT E OF PREPARES OT R THA EN DATE < and R.Reilly 4-303-1 ADDRESS 54 N. Duke Street,York,PA Side 1 1505610143 1505610143 1505610243 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 4 , 548 . 00 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. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous N(oq-Probate Property (Schedule G) a Separate Billing Requested............ 7, 8. Total Gross Assets(total Lines i through 7)........................................................ 8. 4 ,548 . 00 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 1 , 761 . 00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11 1 , 761 . 00 12. Net Value of Estate(Line 8 minus Line 11)............................. . .. . 12. 2 , 787 . 00 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. 2 , 787 . 00 TAX COMPUTATION-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.00 2 , 787 . 00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 0 . 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-12-1327 Decedent's Complete Address: DECEDENTS NAME Hunter,Jeffrey M. _ STREET ADDRESS -- 428 Pawnee Drive CITY ii — u— i-- ----'- STATE ZIPi Mechanicsburg PA 17050 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 +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. (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) 0,00 Make Check Payable to: REGISTER OF WILLS, AGENT.I'll 11 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?................................_.......................... 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?....... [] 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.....................................................-.................._........._.....,..._...._........... 0 N1 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 172 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 172 P.S.§9116(a)(1.1)(6)]. 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 172 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 feast one parent in common with the decedent,whether by blood or adoption. Rev-1502 EX.101-10) SCHEDULE A AeTMENT Fame REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hunter Jeffrey M. 21-12-1327 All Fool property owned solely ar as a team in comas,swat be reported at fair market value.Fab market value is defined as the price at whioh property would be exchanged behveen a willing buyer and a vntlin9 sailer,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that Is jointly-owned with right of Survivorship must be disclosed on schedule F, Atsach a copy of the 60t0ement sheet It the property has been sold Include a copy of the deed showing decadent's Interest if owned as tenant in Common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Huntingdon County real estate-Tax ID Number:38-06-12;Assessed value$2,400,00 X 7.5$ 4,548.00 (common level ratio factor)=$18,192.00. Decedent was 1/4 owner of real estate:$18,192.00 if 4=$4,548.00 TOTAL(Also enter on Line 1,Recapitulation) 4,548,00 (if more space is needed,additional pages of the same Size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev.01-10) REV-1511 EXs(10.09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESIDENT DE ED RETURN ADMINISTRATIVE COSTS RESIDEN70ECEDENT ESTATE OF FILE NUMBER Hunter,Jeffrey M. 21-12-1327 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representatives) Street Address City State Zip Year(s)Commission Paid 2. Attornev's Fees Richard R. Reilly 1,642,50 0, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 78.50 5. Accountant's Fees 5. Tax Return Preparer's Fees 7. Other Administrative Costs 40 00 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 1,761.00 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 Hunter Jeffrey M. 21-12-1327 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Register of Wills-filing fee(inheritance tax return&inventory) 30.00 2 Register of Wills-Taking affidavit 10.00 H-B7 40.00 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX.(01.10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Hunter, Jeffrey FILE NUMBER M. 21-12-1327 NAME AND ADDRESS OF RELATIONSHIPTO NUMBER PERSONS)RECEIVING PROPERTY DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE o W s (Words) ($$$) I• TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116a 1.2 Pamela J. Hunter Wife 100%of the rest, 428 Pawnee Drive residue 8 Mechanicsburg, PA 17050 remainder of the estate Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover et,as a ro 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 SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) k � K: \ / \\\ f \ \ \ � � { ; Ong 0 r n gyp ° ~ § L c m w / » � m 23av « . , � @) / Cori A. Spisak RICH Paralegal ARD R. REILLY corilpisak@verizon.net ATTORNEY AT LAW Tara M. Cheuvront P richardreilly @verizon.net Paralegal 54 Phone (717) $43.5355 taracheuvront @verizon.net N DUKE ST. YORK PA 17401 Fax (717) 845.6761 Thursday, May 15, 2014 Register of Wills 1 COURTHOUSE SQUARE ROOM 102 CARLISLE PA 17013 RE: Estate of Jeffre M. Hunter, deceased Dear Sir or Madam: Enclosed please find an original Inheritance Tax Return and Inventor y for filing along with copies to be time stamped and a check to cover the fees. Please return the extra time-stamped copies to our office in the enclosed self- addressed, stamped envelope. If you have any questions, do not hesitate to contact our office. Sincerely, Cori A. Spisak /cas Paralegal Enclosures C') o rn Co III rn &a er a r- va a O _n _n M � w to