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Home My WebLink About09-01-15 ` t pennsytvania 1505614105 OEP/RlMEMOf REVENUE EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number INHERITANCE TAX RETURN ................................. PO BOX 280601 -- l , Harrisburg, PA 17128-0601 RESIDENT DECEDENT p�� I15 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY .. ...... _ ..__m.. _. 05172015... ___ 0 ___..._.__.. _. . -- .... . .......... --- -_. Decedent's Last Name Suffix Decedent's First Name MI _..._._.. ...,,..._-,....._..............................._.,.,,,.,m.........__.._.......................... Hunter Madeline -..... ___ _. - _......,._..__. ._....____ __......._.____... ._ i �._.... (If Applicable)Enter Surviving Spouse's Information Below Spouses Last Name ..... ....... ..... ... Suffix Spouse's First Name _.. MI .... ..................,-. ................................................. ............................ .... .... ... ... . ........ ....... ....... E S ..... .................... ................................................................. ..,.......... THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CMD 1.Original Return p 2.Supplemental Return p 3. Remainder Return(date of death prior to 12-13-82) C=) 4.Agriculture Exemption(date of O 5.Future Interest Compromise(date of C= 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) C=:) 7. Decedent Died Testate p 8.Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) C=:) 10.Litigation Proceeds Received p 11. Non-Probate Transferee Return O 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) O 13.Business Assets O 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ;Michael S. Travis !717_ _ 731 9509 _...._..._.._....._,-.....-_............................._.-..._....__......._..........._..............- _.............._... ,.........-._....-._.__..-_._..-... ..._.__...-._..-........__._.._..__......_....._..-..__.......... First Line of Address €3904 Trindle Road ............................. .... ......... ......... .. ......... ........................... . .... Second Line of Address City or Post Office State ZIP Code C__ i Camp HillPA 17011 —a s _. ........ .......................................... Correspondent's email address: mfr&VISIaW6s3mcaSt flat REGISTER OF WILLS:USE.,ONLY n I REGISTER OF WILLS USE ONLY DATE FILEb MMDDYYYY'" r i F- rn CD DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 I'�I�I II��'llll'�I�I�II�"II�I IIT�I'�I ILII�'I�I'lll I��i 1505614105 1505614105 1505614205 REV-1500 EX(FI) Decedent's Social Security Number ................ ... .. .. .................. Decedent's Name- ' RECAPITULATION 1. Real Estate(Schedule A). ............. ............................... 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. 500 m. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 6. Jointly Owned Property(Schedule F) C=:> Separate Billing Requested . .. 6. 7, Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) C=) Separate Billing Requested..... . .. 7. 0.00: 8. Total Gross Assets(total Lines 1 through 7)... ...................... . . .. 8. 1 125550.85. 9. Funeral Expenses and Administrative Costs(Schedule H)......... 9, i 19383.39 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). .. . ... . ... 10. 0.00! 11. Total Deductions(total Lines 9 and 10). ... ..... ................. . . .. . . . '1 19383.39 12. Net Value of Estate(Line 8 minus Line 11) . ... .. . . . ......... ....... 12. 13, Charitable and Governmental Bequests/Sec.9113 Trusts for which 106167.46 an election to tax has not been made(Schedule J) 13. 0.001 14. Net Value Subject to Tax(Line 12 minus Line 13) ..... ......... ... 14. TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 106167.461 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec. 9116 ........... (a)(1.2)X.0- 15, 16, Amount of Line 14 taxable at lineal ratechildren, CC, GGC X-04&- 16, A777.54 17. Amount of Line 14 taxable ______ at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X A5 1& 19. TAX DUE ....... . . . . . .. . 19. 4777.54 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=:) Under penalties of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has any knowledge. SIGNATURE OF PER ON RESP LEF R ILI RETURN DATE ADDRESS 9Z4 Mchlan 04 C-1; 7 15 Ct I SIGNATURE OF PREPARE N"Pi_E'1RSON RESPONSIBLE FOR FILING THE RETURN WE ADDRESS__-..-.o- 39n__AA I- Do Will, RA 17"134 111111111111111 11111111111111 Jill Side 2 t 150 614 0 1505614205 .' .`' . osv1amsx (FVPage a File Number Decedent's Complete Address: 21 15 0736 DECEDENT'S NAME STREETADDRESS Apt. 322 CITY zip I Camp Hill PA 17011 1 Tax Payments and Credits: 1. Tax Due(Page 2.Line 18) (1) 2. Credits/Payments A.Prior Payments B.Discount (See instructions.) Total Credits(A+B) ;2) 3. Interest (3) 4. |yLine 2|egreater than Line 1 +Line 3.enter the difference. This imthe OVERPAYMENT. Fill inoval ooPage 2.Line 2Vtorequest orefund. (4) 5. |fLine 1 +Line 3i»greater than Line 2.enter the difference.This isthe TAX DUE. (q 4777 54 17 Make check payable to: REGISTER OFWILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X° |NTHE APPROPRIATE BLOCKS 1. Did decedent make utransfer and: Yes No o. retain the use mincome o[the property transferred................................................................— ...................... 11 b retain the right to designate who shall mmompmoenykansferrodmKnin:ome ------------ 13 c. retain areversionary interest............................................................................................................... --. L� 0d �o�v the pmm�ebxWe�e�o poymon�bnno0om�e?--'__—_-------------. F� 0 2. Ifdeath occurred after Dec.12,1S82 did decedent transfer property within one year of death F-1 �� md�o �nQadnqua�oon�domUon?------------------------------------' ~� 3, Did decedent own am"in trust for"or bank account msecurity athis mher death? --_ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains abeneficiary designation? ...------ ...........___.......---....... -- ...............----............ El N |FTHE ANSWER TDANY OFTHE ABOVE QUESTIONS ISYES,YOU MUST COMPLETE SCHEDULE GAND FILE|TA&PART OFTHE RETURN. For dates ofdeath onurafter July 1.1SO4.and before Jan.1. 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse ix3percent[72PS.§9118(a)(11)(i)]. For dates of death on or after Jon. 1. 1085, the hm rate imposed on the net value of transfers to or for the use of the surviving is 0 percent (72PS.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure ofassets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates o|death unnrafter 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 nrostep-parent ufthe child ioOpercent[72PS.§9118(a)(12)]. * 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.§0116(a)(1)]. * The tax rate imposed onthometva|uoufhmnsfembmorkxthounoufthodooedonfuuib|inOxia12pement[72PS.§9116(u)(1.3)].Asibling iadefined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1507 EX+(02-15) pennsylvania SCHEDULE D DEPARTMENT OF REVENUE MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Nledeljne J W-Upter 21 150736 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH loan to Jared Lamason-grandson 1 5000.00 TOTAL(Also enter on Line 4,Recapitulation) $ 5000 (If more space is needed,insert additional sheets of the same size.) REV-1508 EX+(02-15) IVpennsylvanial SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Madlinp.1 Hunter -15-07'.16 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 PSECU regular share savings account 0984 1. 11721.59 PSECU checking 0984 2 1805.09 PSECU money market savings 0984 3 102071.67 Household goods/furniture/photos 4 650-00 Jewelry misc costume 5 1535.00 Diamond engagement ring 6 1067.50 Gold ring 7 1500.00 Doll collection 8 200.00 TOTAL(Also enter on Line 5, Recapitulation) 120550.85 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(02-15) i pennsytvania SCHEDULE H ff DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Decedent's debts must be reported on Schedule 1, ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home Service:Service,Burial,Funeral 12768.15 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 4000.00 Name(s)of Personal Representative(s)Daniel_Hestor Street Address 274-Rid -nd-Road— city State—PA_ZIP 1-7-0.1 — 5 Year(s)Commission Paid:2ZI 5 2. Attorney Fees: Michael S. Travis, Attorney at Law (est) 2000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address CityState----ZIP Relationship of Claimant to Decedent 4. Probate Fees: advertising, ROW fees (w/est. to close) 615.24 5. Accountant Fees: 6. Tax Return Preparer Fees: attorney prepared 7. TOTAL(Also enter on Line 9, Recapitulation) $ 19383.39 If more space is needed, use additional sheets of paper of the same size, REV-1513 EX+(02-15) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: RELATIONSHIP TO DECEDENT 21 A 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. Daniel Hestor 274 Richland Road,Carlisle,PA 17015 son 1/4 resid estate 2. Joanne Urban 3620 Chestut Street,Camp Hill,PA 17011 daughter 1/4 resid share 3. Julile Mattos 7 Stonehead Rd, Dillsburq,PA 17019 daughter 1/4 resid share 4. Donald Hestor 98 Paradise Rd,Duncannon,PA 17020 son 1/4 resid share 5 Jeanette Lamason 20321 Majestic Street,Orlando,FL 32833 daughter intent excl 6. Scott Hunter 14601 Meeting Camp Rd,Centerville,VA 20121 son intent exlc 7. Jared Lamason 1594 Bay Dr,Orlando, FL 32828 grandson 1/11 MMark acct 8. Erin Mattos 7 Stonehead Rd,Dillsburg,PA 17019 granddaughter 1/11 MMark acct 9. Evan Mattos 7 Stonehead Rd, Dillsburq,PA 17019 grandson 1/11 MMark acct 10 Brandon Freistat 603 Evergreen Road,New Cumberland,PA 17070 grandson 1/11 MMark acct 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. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ) 2015-736 ESTATE OF MADELINE J. HUNTER ) REGISTER OF WILLS Revenue 1513 continued 11. Brianda Freistat Granddaugther 1/11 of MMarket acct 3391 Cornerstone Ct Chambersburg, PA 17202 12. Jacqueline Hester Granddaughter 1A 1 of MMarket acct 638 Newport Rd Duncannon, PA 17020 13. David Hestor Grandson 1/11 of MMarket acct 638 Newport Road Duncannon, PA 17020 14. Jennifer Hestor Granddaughter 1/11 of MMarket acct 638 Newport Road Duncannon, PA 17020 15. Joseph Hestor Grandson 1/11 of MMarket acct 368 Newport Road Duncannon, PA 17020 16. Shannon Hestor Granddaughter 1/11 of MMarket acct 274 Richland road Carlisle, PA 17015 17. Quinten Lamason Great-grandson 1/11 of MMarket acct 1 Ash Drive Mechanicsburg, PA 17050