The URL can be used to link to this page

Home My WebLink About05-11-15 � � 1505614134 E%�03-00�(FI� REV-1500 OFFIQPI USE ONLY BureauoflntlivitlualTaxes CounryCode Vear FileNumber PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 0 0 4 6 7 Harrisbur ,an 1]128-0601 RESIDENT DECEDENT ENTER OECEDENT INFORMATION BELOW SOtial SeNlin'Numb2! Dd�¢Of Death MMDDTYYT 03IE Of 8il�h MMODYYTY 0 3 3 1 2 0 1 3 0 8 2 1 1 9 2 8 Decedenfs Last Name p,(;3-1 b' L��S Suffix DecetlenPs First Name MI H 0 V I S M R S L 0 R A I N E � (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffx Spause's FiSI Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original ReWm � 2.Supplemental ReNm � 3.Remainder ReNm(tlate of tleath Priar to 12-03-82) � 4.AgricWture Exemption � 5. FUNre Interes�Compmmise(tlate of � 6.Fetleral Es�a[e Tax ReWm Requiretl (tla�eoltlea�honoraflerLL2o12) deathakerl&12-82) � l.Decedent Dietl Teslate � B.Decedent Maintainetl a Living Tmst — 9.Total Number of Safe Deposi�Boxes (ABachcopyofwill.) (Atlechcopyoftmst) � iQ Li�igation Proceetls Received � 11. Non-Proba�e Transferee ReWm � 12. DeferrallElec�ion o�Spousal Trusts (Schetlule F antl G Assets only) ❑ 13. Business Asse�s ❑ 14.Spouse is Sole Beneficiary (Na Imst involvetl) CORRESPONDENT�TNIS SECTION MIIST BE COMPLETEO.ALL CORRESPON�ENCE AN�CONFIOENTIAL TAX INFORMATION SHOULO BE DIRECTED T0: Name Daytime Telephone Number D A N I E L P • M A N N I X , 6 1 0 - 6 9 6 - 5 � First Line af Address 1 8 W E S T M A R K E T S T R E E T Second Line of Adtlress Cily or Post OHice State ZIP Coda W E S T C H E S T E R P A 1 9 3 8 2 butlerqriffen(a�verizon net �� A CorrespontlenCs e�mail atldress: ^ �cr+ � m r_ �n � � REGISYERS�WILLSUSC�NLw"� O J -�C .� ^� �REGISiEROFNAlL505EONLV � � r� . . . F� ., .'1 DATEFILE�MMUOYYYY I - N �, O . . ._� i . . . i . :_' � . . . . -O .• -n ._. .. . ___ . . , �. r.� 3 ' -, .. . ..� .: C7 i. �ATE F14E0 STNlAP� �- �'� ._—. , -� �N T � N � PLEASE lISE ORIGINAL FORM ONLV Side 1 L IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII 1505614134 1505614134 J � � J 15�5614234 REV-1500 E%(Fp Decetlenfs Social Security Number oe�eee�r:Ha�: LORAINE V . HOVIS, MRS RECAPITULATION i. eeaies�ace�s�nea�iea) . . . . . ._ _ . . . . . . . _ _ _. .. . . . . _ . . _. . . . . . . i. 1 6 6 9 0 0 . 0 0 2. smcks and Bonas(Schedule e) . . . . . . . . . . . . . . . . _ _ . . .. . . . . . _ _ . . .. . �. 7 9 5 4 2 . 1 9 3. Closely Heltl Corporation.Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. ' 4. Motlgages antl No�es Receivable(Sche�ule D) . . . . . .. .. .. . . . . . .. .. . . .. . . 4. ' 5. Cash, Bank�eposits antl Miscellaneous Peroonal Property(Schetlule E). . . . . . . 5. 5 1 6 9 9 6 , 8 6 6. Jointly Owned PmpeRy(Schetlule F) ❑ Separa�e Billing Reques�etl . . . . . . . 6. ' Z Inter-Vivos Trensfers&Miscellaneous N¢o-,Pmbate Propetly (Schedule G) u Separate Billing Requested . . . .. . . ]. • a. ro�i cross nssea(m�ai unes i mro�9n�� . . . . _ .. .. . . . . . _ . . e. 7 6 3 4 3 9 . 0 5 9. Funeral Expenses antl Administretive Cos�s(Schetlule H) .. . . . .. .. . . .. .. . . . 9. 1 � � 1 3 . 2 $ 10. �ebts of�ecetlenL Mohgage Liablli�ies,antl Liens(Schetlule I) . . . . . . . . .. . . . 10. 5 S 8 4 . 6 1 ��, TOWIOetlucfions(totalLines9antl10) . . . . . . . . . . .. . . . . . .. . . . . . . . . . . . . t1. 1 5 5 9 7 . B 6 12. NeNalue of E5[a[a(Line 6 minus Line 71) . . . . . . . . . .. .. .. . . . . . .. .. . . . . 12. � 4 7 8 4 1 . 1 9 13. CM1aritable antl Govemmen�al Beques�s/Sec 9113 Tmsts forwhich an elec�ion to tax has not been made(Schetlule J) .. . . . . . . . .. . . . . . . . . .. . 13, • tA. Net Value Subject[o Taz(Line 12 minus line 13) . . . . .. . . . . . . . . . 16. 7 4 � 8 4 1 ' 1 9 TAX CALCULATION-SEE INSTRUGTIONS FOR APPLICA9LE RATES 15. Amount at Line 14lazable at�he spousal�ax rale,of transfers under Sec.9116 (a)(12)XD _ 0 . � � 15. 0 . 0 0 is. nmo��or��eia�a,aeie 7 y 7 8 4 1 . 1 7 is. at lineal rate X.4.5 3 3 6 5 2 . 8� 5 1Z Amoun�o(Linel4taxable a . 0 0 1�. � . 0 � at sibling rate %.12 18. Nmoun�of Line 14 taxable O . 0 O 18. � . 0 Q at collaleral rate X .15 19. TAX DUE . . .. . . . . . .. . . . . . .. . . . . . .. . . .. . . . . . 19. O . O O 20. FILL IN THE OVAL IF VOU ARE REOUESTING A REFUND OF AN OVERPAVMENT O UnCer penal�ies oi perjury.I deGare I M1ave examineU IM1Is RWrR InGutling acwmpanyin9 scM1etlulea anJ s�a�emen6,antl lo Ne Oes�ot my knowl�ereparer�as lie[ i(ISIme,WrreclantlGom te.�eclarationofpreparerol�er��anl�epersonresponSbleforNinglM1ereWmisbase�onalllnlormalionolwhic� y Mowletlge. I NAT E N SPON516LE FOR FlLING RETURN OITE 2YP< 4/25/1�15 N E55 1 5 YORKTOW DR V , MOl1NT LAl1REL NJ OB054 SIGN OF PREP 6R-0T HPN PERSON RESGONSIBLE FOR FlLING THE RETURN y�25/2015 i � nooaes pA 19382 1B ST MARKET S REET W T CHESTER IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII Sitle2 L 1505614234 1505614234 � ' Flle Number aEv-�sooEx �Fp caqe3 21 13 00467 DecedenYs Complete Address: oeceoeHrswnme LORAINE V. HOVIS, MRS _. _ - - � - - �� -� �� STREETADOAESS � � 1213 SCENERY DRIVE __ ._ . ._ ... -� - - - -- --- --- �- � �- - - � - - � SIWERSPRINGS"MJP ..... . - . . . .. - .. ._ � -- SrArE � ZiP �- cm pq 17055 MECHANICSBURG Tax Payments and Credits: 33 , 652 . 85 t TaxDue(Page2,Llne19) (�) 2. Cretli�slPaymen�s p0,000.00 A.PnorPaymen�s _ . -- -- B.Discoum - - �- - - To(al Cretlils(A+B) (2) 20 000.00 (SeeinsWdions) 3. Interest ' (3) 4. If Line 2 is greater Ihan Line 1.Lirre 3,enler the diNerence.This is Ihe OVERPAYMENT. (a) Fill in oval on Page 2,Line 2010 requesl a reNnd. --'— 5. IfLinel +Line3i5grea�erlhanl.ine2,enter�heditterence.ThisistheTAXDUE. (5) 1 't .6S2 . 85 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER 7HE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS t. �ltldecedenimakealransierand' Yes No X a. retaintheuseorincomeotthepmpetlyVansferted ..._., ""'--" ' ❑ ❑ b. relainiherighttodesigna�ewhoshalluse�hepropetlytransfertedoritsinmme ...... ._...... ❑ c. retainareversionaryinteresl ......._.. ..._......._. ....... ._.... .._.. ❑ O d. receivethepromisetallfeofei�herDaymenis,beneftsorcare> ....._ .._.... ._.. 2. If aeath occunCd afler Dec. 12,1982,did deceden�iransfer property wi��in one year of death x withoutreceivin9�eQuateconsideration? .. .............. .. .-.........-. ....... ❑ ❑ ._....._...... 3. �id dxedenl own an'in W SHor or payableupon-0ea�h bank accoun�or secwty at his or he�dea�h'+ .._.... ❑ x 4. Ditltleceden�ownanintlividualretiremen�accoun�,annuiryoro�hernon-probalepmpe�y,which ❑ ❑ containsabene'iciaryaesignaoom....__. ..... ..........- ..-.-... ......... X IF THE ANSWER TO ANY Of THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Por tlates of aeam on or aiter July 1;'.994,and before Jan.1,1995,ihe taz rate ImDosed on Ne net value ot transfers ta orforme use of the surviving s0ouse is 3 peroen��72 P.S.§9116(e)(1.1�(i)]. For dates of death on or after Jan. 1, 1995,the�ax rate imposed on�he net value of transfers to or for the use of ihe surnving spouse is 0 perceN �72 P.S.§9116(a)(1.1)(ii)].Tne staWte does not exempt a vansterto a surviving spouse imm ta<,antl�he staMory requiremenGs tor tlisclosure oi assets antl (ling a tax retum are still applicable even if the surviving spouse is the only benefciary. For tla�es of death on or after July�t,2000�. • The tax rate imposed on lhe ne�value of Vansfers fiom a deceased child 21 years of age or younger at death�o or for the use of a natural parent, an adop[ive parent or a step-parent oithe child is 0 percent[72 P.S,§9116(a)(12)]. • The tau ra@ impose0 on the net value of transfers to arforme use o�me UecedenCs lineal heneficianes is 4.5 percent,ezcept as noteU in �72 P.S.49116(a)(1)). • The tax rate Imposed on the ne!value of Vansfers to or for the use of Ue decedenfs sihlings is 12 percent(72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9W2,as an individual who has at leas�one parent in crommon wim ihe decedent whether by blood or adoption. REV-15@ EX�(1P-02) pennsylvania SCHEDULE A oevna*meur ov aeveH�E REAL ESTATE lilHERIiANCEiA%RETURN RES'�DENipECEDENi ESTATE OF: FILE NUMBER: LORAINE V. HOVIS MRS 21 13 00467 All real property owned solely or as a tenant in common must be repotletl at fair market value.Fair market value is defined as Ihe pnce a�which propetly would be exchangetl between a willing buyer antl a willing seller,nei�her being compelled lo buy or sell,both having reasonable knowledge M Ihe relevam fads. Real property ihal is joinllyrownetl vriN right of survivorship must be disclosed on Schedule F. Atlach a wpy o�ihe settlement shee�if�he property has been sold. ITEM Inciutleacopyotlhedeedshowingdecedenfsinterestifownedastenan�incommon. VALUEATDATE NUMBER OFDEATH DESCRIPTION 1 1213 SCENERY DRIVE MECHANICSBURG, PA 17050 166,900.00 TOTAL(Also enteron Line 1,RecapiWlation.) S 166 900.00 II more space is neetleq use atltlAionalSM1eets of paperol�he same size. REV-�503 E%+(&12) pennsylvania SCHEDULE B DEPARTMENT OF REVENVE iNH=_RirANCErnxRE.uav STOCKS E� BONDS aEsioErvroECECErvr ESTATE OF FILE NUMBER LORAINE V. HOVIS MRS 21 13 00467 All property loinlly ownetl with right ot survivorship must be disclosed on Schedule F. ITEM VA W E AT DATE NUM6ER �ESCRIPTION OF�EATH 7. HSBC - STOCK HOLDINGS 76,210.08 2 MET LIFE - STOCK HOLDINGS 2,01023 3. PRUDENTIAL-STOCKHOLDINGS 1,321.88 TOTAL(AlsoenleronLine2,RecapiWla�ion) j �gsqpqg If more space is needed,insert additional sheets of�he same size REV-1508 E%*(0&12) pennsylvania SCHEDULE E oePAR.MenrovReveNue CASH� BANK DEPOSITS 8 MISC. INHERIiANCETA%REiURN aEsioENroECEOErvr PERSONAL PROPERTY ESTATE OF: FILE NUMBER: LORAINE V HOVIS MRS 27 13 00467 Inclutle[he pwceetls of litiqation antl[he tlate Ne proceetls were receivetl by the es[ate. All property�oin[ly ownetl wilh ri9ht of survivorship mual be tliaclosed on Schedule F. ITEM VA W E AT DATE NUMBER OESCRIPTION OF DEATH i. MID PENN - CD'S 2�2,212.2� 2. CENTRIC -CD'S 195,SBOAO 3. PRUDENTIAL-CD'S 11,78925 4. IRA- LORAINE HOVIS DECEDENT 25,689.35 5. IRA-JACK HOVIS- DECEDENT'S HUSBAND 5,034.16 6. HSBC- DIVIDENDS EARNED PRIOR TO DEATH 1,365.95 7. PRUDENTIAL-DNIDENDSEARNEDPRIORTODEATH Z5.95 8. LIFE POLICY 5,000.00 TOTAL(Also enter on Line 5,RecaDilulalion) E 516 996.86 If more space is neetletl,use addilional sheets of paper af the same size. REV-t511 EX+(0&13) pennsylvania SCHEDULE H oePnarmeHroraeveHue FUNER.QLEXPENSESAND wnEairwNCErAxaEruaN qDMINISTRATIVECOSTS aEsioeriroscEoervr ESTATE OF FILE NUMBER LORAINE V. HOVIS MRS 21 13 00467 DecedenCs tlebls must be repoHed on Schedule i. ITEM OESCRIPTION AMOUNT NUMBER A. FUNERALEXPENS2S. 1. PRE PAID g, ADMINISTRATIVECOSTS'. �, PersonalRepresen�ativeCommissions'. Name(s�o(PersonalReDresenlative�s) 51reelA4tlress Gity SWte ZIP Vear(5)Commission Paid: p nnomeyFees�. DANIEL P. MANNIX, ESQ. 7,000.00 3, FamilyExempGon:(Iltleccdenfsa0tlressisno�ihesameasclaimanPs,a�lachexplanafion) Claimant SVeelAddress Clry Slete ZIP RelaOonsM1ip ol Qaimant lo Oeceeen� 4. ameateFees�, CUMBERLAND COUNY REGISTER OF WILLS 443.50 5 AccounlaniFees. g, TaeReWrnPreDa¢rFees�. 7. TAX PREPARATION FOR YEARS 2012, 2013, 2014 600.00 g. JACK HOVIS TRAVEL- 1,969J5 TOTAL�AIsoenteronLine9,Recapimlalion) E 1001325 I!mare space is neetleq use atltltlional sheets o!paper of Ue same size. REV-1512 EX�(14-t21 pennsylvania SCHEDULE I °EPAfT^^E"'oF RE4Erv0E DEBTS OF DECEDENT, wneairANcernrREruan MORTGAGE LIABILITIES 8 LIENS aEsioErv*oECEOErvr ESTATE OF FILE NUMBER LORAINE V. HOVIS MRS 21 13 00467 RepoN tlebls in<urted 6y the decedenl prior to death ihat remained unpaid at ihe dale ot tleath,inclutling unreimbursed metlical ezpenses. ITEM VA W E AT DATE NUMBER �ESCRIPTION OF DEATH 1. HEARTAN - MEDICAL 5.00 2. HOLY SPIRT HOSPITAL 5.00 3. JOYCE HOVIS - HOUSE CLEANING 546.00 q. WESTSHOREAMBLUANCE 520.76 5. HEARTLAN - MEDICAL 24.05 6. MCMS-HEALTHSERVICES 87275 7. WEST SHORE EMS �'012�96 8. HOLY SPRIT HOSPITAL 30.00 g. HOLY SPRIT HOSPITAL 860.00 10 DIAMOND MEDICAL 16.00 11. JOYCEHOVIS-CUTTINGGRASS 8421 12. SCHOOLTAXRESIDENCE �'Z9�.�6 13. COMERCIALACCEPTANCE 135.40 14. PENN WASTE 171.30 TOTAL�Alsoenteron Line 10,RecaOiNlation) E 5 584.61 If more space is neetletl,insetl atltlitional sheets o(lhe same size. a�v-isia es.m�-�ol pennsylvania SCHEDULE J oePnA*MEH�oF aeveNue BENEFICIARIES irvrveairnNCErnxr+�ruwu r�smErvroersoeNr ESTATE OF: FILE NUMBER: LORAINE V. HOVIS MRS 21 13 00467 RELATIONSHIPTODECEDENT AMOUMORSHARE NUMBER NAME AND AD�RESS OF PERSON�S)RECEIVING PROPERTV �o Not LiatTruatee�s) OF ESTATE � TAXABLE�ISTRIBUTIONS �IncluaeoWngMspousala¢hibuHonsanatanstersun0er Sec.91161a1112�.� 1. JANICE HOVIS (DAUGHTER) Lineal 249,280.39 692 CLELAND MILL ROAD NEW CASTLE PA 16120 2 JOYCE HOVIS (DAUGHTER) Lineal 249,280.39 165 COUNTRY RIDGE ROAD RED LION, PA 1736 3 JACK HOVIS, JR. (SON) Lineal 249,280.39 125 YORKTOWN DRIVE MOUNT LAUREL, NJ 08054 EMER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. ❑, NON�TAxABLEDISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN'. 1. B.CHARITABLE AN�GOVERNMENTAL DISTRIBUTIONS', 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBl1TI0NS ON LINE 130F REV-1500 COVER SHEET, f If more sDace is needed,use ad0ilional sheets ot paper of�he same size. � �� ti��1 � �; �� C��i1��