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Home My WebLink About05-28-15 (2) ��a� � 150561�140 REV-1500 EX �°�_,,,�F� OfFIC1AL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOx z8oso� INHERITANCE TAX RETURN 2 1 1 4 0 7 5 0 �% Harrisbura PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of BiRh MMDDYYYY 0 8 0 3 2 0 1 4 0 9 2 9 1 9 1 8 DecedenYs Last Name Su�x DecedenYs First Name MI H 0 P K I N S F 0 S T E R Q (If Applicable)Enter Surviving Spouse's Infortnation Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGtSTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return � 2.Supplemental Return � 3.Remainder Return(Date of Death Prior to 12-13-82) � 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required death after 12-12-82) Q 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.Spousal Poverty Credit(Date of Death � 11.Ele on to Tax un�ec.9.�1�) Between 12-31-91 and 1-1-95) (At�h Schedule CSjr' ;�;� � CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INF .,,.dRMq711�N SHOU E DIRECT��T0: Name Daytime Tel�pb�n�yumb'� ` ' � r _. i.... 7 M U R R E L R • W A L T E R S , I I 2 ? 1 7 � q� 7 c� 6 5 .�l , REGISTER-QF WILLST�E ONLYi � � �� a , .. _... .:.: t': First Line of Address � '� .. �` i �. W A L T E R S & G A L L 0 W A Y , P L L C ca �� E-' Second Line of Address 5 4 E • M A I N S T R E E T City or Post Office State ZIP Code __ DATE FILED M E C H A N I C S BU R G P A 17 0 5 5 CorraspondenYs e-mail addreas: murrel@waltersgallowa_y.com Under penatties of pery'ury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best ot my knowledge and belief, it is true,correct and complete.Declaretion o(preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG RE OF P S N RESP BLE FO FILING RETURN ATE 5 G ADDRESS FRANKLIN OPK NS 6941 FOREST GLEN DR DALLAS TX 75230 SIGNATURE F +R TH THAN REPRESENTATIVE DATE / ,2� '/ 5 ADDRES MURREL WA TERS, III, 54 E• MAIN ST MECHANICSBiJRG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561014D 15056Z0140 J \ �) � 150561024❑ REV-1500 EX(FI) DecedenYs Social Security Number �ecedent'sName: FOSTER Q • HOPKINS RECAPITULATION 1. Real Estate(Schedule A) �• � . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds(Schedule B) 2. 9 3 2 4 4 . 6 � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. 4 2 4 4 0 2 , 4 6 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. 5 1 7 6 4 7 . � 6 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 3 9 3 8 5 . 8 � 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . .. . . . . . 10. 1 � 4 0 3 . 2 4 ��. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 4 9 7 8 9 . � 4 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2 4 6 7 8 5 8 . � 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. 9 3 5 7 1 . 6 � 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 3 7 4 2 8 6 . 4 2 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 � 15. 0 . � � 16. Amount of Line 14 taxable at lineal rate X��_ � • � � 16 � • � � 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 ❑ 18. Amount of Line 14 taxable at co��atera�rate x.�5 3 7 4 2 8 6 . 4 2 �a. 5 6 1 4 2 . 9 6 19. TAX DUE is. 5 6 1 4 2 • 9 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 150561�240 1505610240 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 14 o�so DECEDENT'S NAME FOSTER Q. HOPKINS _____. STREET ADDRESS 325 WESLEY DRIVE —_ CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: �� 56,142.96 1. Tax Due(Page 2,Line 19) 2. Credits/Payments A.Prior Payments 52,000.00 B.Discount 2,600.00 Total Credits(A+B) (2) 54,600.00 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) 1,542.96 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. retaintheuseorincomeofthepropeRytransferred ......-•..........•••••••••-••••••..•...••••••....•••-.-.••••••....••• ❑ ❑ b. retain the right to designate who shall use the property transferred or its income ............................... X c. retain a reversionary interest ..................................................................................................... ❑ 0 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 tleath 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? ......... ❑ ❑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 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 suNiving 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 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-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FOSTER Q. HOPKINS 21 14 0750 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BANCO SANTANDER S.A. 2,620.60 413 SHARES @$9.90 2. US SAVINGS BONDS 90,624.00 6 EE$10,000 DENOMINATION TOTAL(Also enter on Line 2,Recapitulation) $ g3 244.60 If more space is needed,insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCETAXRETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: FOSTER Q. HOPKINS 21 14 0750 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. MID PENN BANK 67,012.58 CD 2. MID PENN BANK 65,122.02 CD 3. MEMBERS 1ST FEDERAL CREDIT UNION 5,398.17 REGULAR SAVINGS ACCOUNT XX68-00 4. MEMBERS 1ST FEDERAL CREDIT UNION 4,000.02 LIFE SAVINGS ACCOUNT XX68-04 5. MEMBERS 1 ST FEDERAL CREDIT UNION 840.86 REGULAR SAVINGS ACCOUNT XXX54-00 6. MEMBERS 1ST FEDERAL CREDIT UNION 4,000.02 LIFE SAVINGS ACCOUNT XXX54-04 7. MEMBERS 1 ST FEDERAL CREDIT UNION 64,672.43 CD-SARA M. HOPKINS DOD: 5/15/2014 XXX54-44 8. PNC BANK 27,896.30 CHECKING 9. PNC BANK 82,811.08 SAVINGS 10. SANTANDER BANK 56,340.40 CD 11. SANTANDER BANK 17,548.50 CHECKING 12. CASH 2O,085.00 13. JEWELRY 1,968.00 PER APPRAISAL OF MUMMA JEWELERS 14. SOCIAL SECURITY ADMINISTRATION 255.00 DEATH BENEFIT-SARA HOPKINS 15. FEDERAL INCOME TAX-2014 5,528.00 REFUND 16. OFFICE OF PERSONAL MANAGEMENT 924.08 DEATH BENEFIT-FOSTER HOPKINS TOTAL(Also enter on Line 5,Recapitulation) $ 424 402.46 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER FOSTER Q. HOPKINS 21 14 0750 DecedenYs debts must be reported on Schedule i. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MUSSELMAN FUNERAL HOME, LEMOYNE, PA B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) FRANKLIN HOPKINS 18,500.00 StreetAddress 6941 FOREST GLEN DRIVE City DALLAS State TX ZIP 75230 Year(s)Commission Paid: 2015 2 AttomeyFees: MURREL R.WALTERS, III 18,500.00 3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explana6on.) Claimant SVeet Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: CUMBERLAND COUNTY REGISTER OF WILLS 1,055.50 $590.50--FILING FEES&$465.00-FILING FEE FOR FINAL ACCOUNT 5 Accountant Fees: 6. Tax Retum Preparer Fees: AL WHITCOMB, PA 840.00 PERSONAL INCOME TAX AND FIOUCIARY RETURNS 7. ESTATE NOTICE PUBLICATION-PATRIOT NEWS-PENNLIVE 189.30 8. ESTATE NOTICE PUBLICATION-CUMBERLAND LAW JOURNAL 75.00 9. POSTAGE 120.00 10. PNC CHECK PRINTING FEE 6.00 11. MUMMA'S JEWELRY STORE-APPRAISAL 100.00 TOTAL(Also enter on Line 9,Recapitulation) $ 39 385.80 if more space is needed,use additional sheets of paper 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: FOSTER Q. HOPKINS 21 14 0750 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. DAVID HOPKINS Collateral 5.33 855 HILLSIDE DRIVE CAMP HILL, PA 17011 2. DORIS HOPKINS TROUT Collateral 5.33 21 CREEK BANK DRIVE MECHANICSBURG, PA 17050 3. DENNIS HOPKINS Collateral 5.33 8002 FAIRMEADOWS DRIVE CHARLOTTE, NC 28269 4. BARBARA HOPKINS RODGERS Collateral 5.33 4806 LaSALIDA SAN ANTONIO,TX 78233 5. GARY HOPKINS Collateral 5.33 622 OAK HOLLOW KERRVILLE,TX 78028 6. FRANKLIN HOPKINS Collateral 5.33 6941 FOREST GLEN DRIVE DALLAS,TX 75230 7. CHARLES GANTT Collateral 5.33 232 E. MAPLE STREET WEST HAZLETON, PA 18202 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. CAMP HILL UNITED METHODIST CHURCH 10% 417 S. 22ND STREET CAMP HILL, PA 17011 2. SHRINERS HOSPITALS FOR CHILDREN 10% P.O. BOX 31356 TAMPA, FL 33631-3356 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. Continuation of REV-1500 Inheritance Tax Return Resident Decedent FOSTER Q. HOPKINS 21 14 0750 DecedenYs Name Page 1 File Number Schedule J -Beneficiaries -1 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 ouUight spousal distribuGons and transfers under Sec.9116(a)(1.2).] 8. DOUGLAS GANTT Collateral 5.33 1 OLD MILL CIRCLE GAINSVILLE,TX 76240 9. EDWARD GANTT Collateral 5.33 7291 SHADOW RIDGE SAN ANTONIO,TX 78250 10. GLEN GANTT Collateral 5.33 2303 WOODROW WAY ROWLETT,TX 75088 11. RICHARD MURPHY Collateral 5.33 25 STARTING GATE ROAD OSTEEN, FL 32764 12. GEORGE E. MURPHY,JR. Collateral 5.33 1159 CANAAN ROAD COLUMBIA,TN 38401 13. CHRISTOPHER MURPHY Collateral 5.33 1159 CANAAN ROAD COLUMBIA,TN 38401 14. KELSEY RISNER Collateral 5.33 2018 LAKEVIEW ROAD SPRING HILL,TN 37174 15. JENNA M. MURPHY Collateral 5.33 1159 CANAAN ROAD COLUMBIA,TN 38401 16. LYNN MURPHY Collateral 1159 CANAAN ROAD COLUMBIA,TN 38401