HomeMy WebLinkAbout03-06-06
03/01/2006
10:29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
1tli33
C)
L:J
U-
Ben Hocker
5730 Covington Circle
Minnetonk~ 1vIN 55345
C';'
I .~)
March 1, 2006
Register of Wills Office
Cumberland County Courthouse
Carlisle, P A 17013
RE: Estate of J can G. Hocker
SSN 195-07.7778
Date of Death: December 5, 2005
PA # 21.05..1079
Dear Register of Wills:
Enclosed please find a check in the amount of 59 t 133.65 made payable to the Register of
Wills, Agent on account ofPA inheritance tax due for the above-referenced estate. Please nOte tbat
the post mark. of my letter with payment is prior to March 5:- 2006, the third month anniversary of my
mother! s death on December S, 2005.
Thank you in advance for receiving this payment and crediting it to the account of the above-
referenced decedent. .
~lY~
Ben Hocker, Executor
BHI
Enclosure
NV.1S00 P (t-OO)
2. Supplemet"l1a1 RatUm 3. R81't't$iJ'lder Return _ of........, .12-
i-- ....
43. fluture In\8f8&t Comprise _ of ~ . 12-01Jr.12J 5. FBderal &state Tax Retum RequlNd
I-- -
1. Oecede"t MafOl8lned a Living TNIt (AnGt.ft;t rDflI or TNII) 1 8. T01IIl Number of sare Deposit 8axa&
~ 0
__ 10. $pou&al poverty Oredlt (IIIIIOl'd88#IllItWI8II 114141 8IIlI1-,.lli) 11. EIedIot\ to \aX under SIIC. 91 i3(A)
AL.L CORRE$PONDJ;ttOe AND OONFIDeNTtAI. TM INFORMATION SHOULD IE DIRECTED TO:
COMPLETE MArLING ADDRESS
1DS1 Lat;usf Stteef.
tWrri&burg. PA 11i01
0~/01/2006
10:29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
1;)04
Rev-1500
COt.lMONWEAt.l1-I OF
PiNt4S'I\.\lANIA
OEPAA'I\UiH'r OF' A&VEMUi
DEPT. 2tQGOi
~ PI. i112fJ.080i
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.................libEI.__..-............
FlL.E NUft1lBER
21 . OS 1079
CountY Code Year Number
SOCIAl. SECURITY NUMBER
195-01-7178
TJoIJS RETURN MUST BE FILED IN DUPUCAT'E WlT11
REGISTER OF WILLS
SOCIAL SECURITY NUMBeR
,
$o.ooi
$78,128.72 i
I
$0.00 ~
!
so.ooi
Tf r , !
$1IrD11.23 ;
[
$D.oo i
OFFICIAl USE ONLY
.... DECEOENT'S NAME (lAST. FIRST. AND MtDDLE INitiAL)
a:i HOCKER Jean G.
COATE OF DeATH (MM-DD-YEAR) PA~ OF PlRTI-t (PiIM-OD.V~R)
W
~ OecemberS.200S DecemberS. 1915
(IF APPUCAaLE) SVRVMNG 5POUSE;'S NAME U..AST, FIRST. AND MIDDI.E INITIAL.)
NlA
J
1!'!i
!2_
o 8:aJ
<(
x 1. OriglNl ~tUm
-
4. Umlted I!stIte
-
K 8. D<<edenl DNd Te'. (Alracl"l copy 01 Wltl)
-
~L Litigation ~lOeaed& A~
-
i
$33.710.331
. I.. "'.. .......................... ........._-..................... ..... ......
CB)
$1.185.88
$3.454.13
(11)
(12)
(13)
(14)
.046 (15)
-
x
(16)
(11)
(18)
(1.)
~
~
8-
J
nUl SlenaN MUST Be COMPL&liD.
NAME
Jean O. Seibert, Esouire
FIRM NAME (If AppOcabte)
Wlort, ZuflJ I Seibert
TELEPHOtfE NUMBER
7,1TP-9301
1, Real eS\ilte (Schedule A)
2. Smcl<s and Bonds (Schedule 8)
(1)
(2)
(3)
(4)
(6)
(8)
x .12
x .15
:a > BIi SURE TO ANSWER ALL QUESTIONS ON REVERSE S'D! AND RECHECK MATH < <
3. Closely He'd Cofpora1iOn. PattfletSt'llp Of SOIe-Prtlpritfmrvhip
Z 4. Mor1gages & Nom R~le (SctJeduls D)
o
i=
:5
::J
I-
a.
<[
CJ
LIJ
a::
S, em. Sank Deposita & lIAise. PersoMl Property (Schedule E)
6. JomOy o-vnecs PropeJ'\y (Sctledule F)
D Separate Billing RequestecS
7. '''''-VIVOI Transers & MllIC. Non-Probam ~
(Scnectule G or L)
8. Total Grot! AsI81S (UJQI Unas 1-7)
(7)
9. Funeral Expenses & AdminiWcltive C~6 (Schedule H) (9)
10, Oe!)t9 "'Oecedenl, Morosge LIBbI.ftles6l1en& (SchedUle I) (10)
11. TaaI DId_OM ttmsl LInea 9 & 10)
12. "" V.kI. of EJI1D (\.iI1e 8 .."uo I.In6 11)
13. Charitable 8rd Govatmnenta' Beque&tlilSec 9113 Tru'if4 fw whidt aft electton to fax nes not been
nU!lde (Schedule J)
14, Not Velul lullJl'ICt to Ta (Uno 12 minus Un1!!l13)
SEE ~STRUCTtQNS ON A&VE~e SIDE FOR APPUCABLE RATIS
15, Arnwnt of Ii", 14 tllxable " Ihe :lpousat t8X
ra18. Dr tranife~ under Sir;. 9118 (a)(1.2)
z
o
~ 18, Amount of Hne 14 \8XBbe at lineal ralB
~g
"Il
~
U
"'.176.16 x
17. Amount or fino 14 ~blQ ~t ~bfJng rvte
666.063.61
18. Amount at lins 14 faXJIble.~ c:QtJIJtwiqI ,....,
'0, Tax Cue
20.D
0~/01.~2~~~_. 10:29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
!;l05
Decedent's Comp'ete Address:
STRf.ET ADDRESS Bethany ViDege, 325 Welt8y Orlve
crrv ISTATE l~P
Mechanic:9burg PA 17055
Tax Payments and Credlw;
1. Tax Due (Pega 1 une 19)
2. CndtsIPayments
A. Spaulll Po~ Credit
B. FlriOf Paymen_
C. Discount
(1)
~14.37
~ 1~'1 AA.
~'t2
Toral Credtt& (A ... a + C) (2)
J:a &;14 ~7
3. InterestIPenally if applicable
O. Interest
E. Penalty
Totallnwre:sVPenally (0 + E) (3)
4. If line 2 i4 greal&r man line 1 + line 3. en.. It\e d&rence, TN8ls tne OVERPAYMENT.
Check bolt on Page 1 Una 20 to request a reNnd . (4)
5, If line 1 + line 31S greater than line 2. 80ter the difference. This Is h TAX DUE. (5)
A. Ef1ter Ihe interest on lnelaX due. (SA)
B. e"ter the totIl of Une 5 + sA. Th~ is 1he BAlANCE DUE. (58}
Make Check Payable to: REGISTER OF WILLS, AGENT
SO.OO
....& r III'PV""""""'-'
$0.00
PLEASE ANSWER THE FOI-I-OW'NG QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
DIeS decedent rnaQ 41 _"sfer and:
21. f$lh11he 'USe or Income of the property traos",",d;
b. retain the right 10 designate who shall use the propertv transferred or Its Incom8j
c- re~ln a ~sionary interest; or
d. J8r.eiVB the promIse for life of either payments, benefits or care?
If dea4t\ tQlUfT9d . December 12. 1982. dKJ decedef1t tr8nefet' prOperty within fin yea' of dea1h
wMnout receiving adequate COflSideralon?
Did decedent own an ff!n "'Sf fo'" or pa~b'8 upon death bank account 0' security' at hIs or her
Did uecedent own M IndMdual Aetlrement AcoaLlm. Bnnulty. or other I1On--ProbatB property whlC/\
conlalns a benefic:iary de$ionallOll? IT] CJ
IF THE ANSWER TO Al4V OF THE ABOVE QUeSTIONS IS VE9. YOU MUST COMPLETE SCHEDUUt G AND FilE rr M PART OF nte RETURN.
LM.' oeMIlIK m pgrjl~. I decI_ ll'ttrt ( ",we ~ tnIB return, 1l1ClUdloS 1CtOn't)~"Q $d\eclulflS BriO 5S8tilmenl5, and to ~ tJe&t of my "r'Ioww1Od;e anlll beI'~, IIl1wr:, aartIIC1, and ~.
08d8fBDDfl d. IRI81r gIhcf' nw.1\ lI'Ie ~ reDm&en18tlve 16 baaed 0" It' (nO Infvrn1l~g" Of wfliGt' ~rer h81 any ~1CI1i18.
S'GNATURE OF peASO~ ReSPONSISl-E FOR FILING RE QATE
2.
Ys&
~
E9
No
m
Ea
,.
3.
4_
ADDRESS
5730 ~" Cimle. MiMstDrlka, MN 1i!i345
stGNAT\JRE OF PRePARER OTHE" THAN REPReSENTATIVE
DATE
AOOFtESS
109 LoG~' StrMt. Harrfsburg. PI. 17101
Fo( da"$ of de"''' en or after July 1. 1994 ana before J'"Uary 1. 1995. the tax rate Imposecl on the net value of transfet'$ 10 or for tne use 01 'he $urvivDlg $pause i:
3% [T2 P.S. i9116 (Ell '1,1) (I)).
For dates 01 death on or after January 1. 1995, the tax rille Imposed on tM: net value of transfers to or for the u$e of \he suNlvlng spouse ts 0% (72 P _So 19116 (3)
(1.1) (Ii)), The SIItute dQes notexemot a transfer to a surviving epouee from text end the statutory requirements for di6dOSlJfe of asletl and filIng a tzc return are s
apptlcable evert if the surviving spouse is the only beneftclary.
For da1U of death art or after July 1. 2000:
The tax rate impolied on the net 'lalue of tra"sfers from, de<28Sea child twenty-one year'l of ege or younger at death to or for the use of a natural parentI an adop
pa,.n~ or a s1epparMt of the chhd ls 0% 172 P .S. i9116(a, (1.2)).
The tu rate Imposed on tI\e net \'atue of transfers to Of for the u&e of the decedents lit'leiill t>eoeftotanes Is 4.5%. except as notea In 72 P.S. 59116(1.2) [72 P.S.
fe116(a) (1 )].
The tax rate imposed Ot"t I\e net vaJuo of no~fers to at for the use of tile decedenfs 'ib""98It' 12% [12 P.S. sa, 18(8)(' .3)). A sibling is defl~ed, under SecUon
9102. as an Indlvldual who has at 'Bast one parent In ton."fmn ..vItt\ the aeceaeflt wheller by blOOd or i/I<sopllon I
03/01/2006
.~.. ..,
10:29
WIoN ZULLI&SEIBERT ~ 12062378426
NO. 563
[;106
A!V.1S03ElC. ft.W) (t)
OO~EALTt4 Of PENNSVI.VANIA
INMERITAJICl TAX FlaUM
RESlDENT D&.CED&HT
SCHEDULE B
STOCKS & BONDS
EStATE OF
Jeen G. HOCker
FILE NUMBEft
21-05-'079
All praperty JaIIlII~.rth trahl of lUlVM)r&hlp I11US1 be dfSclDS8CI1Ht Sellldul. f.
ITEM
NUMBER OeSCRIPTtON
1. 918 s"sres of UGl SfOck @ $21.74 per atlare
VALUE AT DATE
OF DEATH
S19,~7.32
2.
1,794.1360 sharas of Oreyfus Premier Income Fund D@$10.91 per share
$19.580.57
3.
3,921.0160 snares of FflIf\kHt1 US GeM Securities Fund Class A G $8.43 pur share
$25.212.13
4.
1,381.2390 shares of Columbia Federal Securlles Fund A 8 $10.41 per share
$14.318.70
TOTAL (Also ente, on Une 2. Recapitulation)
(tf more space Is needed. tnsert additlonal sheets of Ihe same size)
$79,'28.12
03/1211/2006
10:29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
[;107
Mv.,4Olrx. (,.'U}
COMMOHW!ALnf OF PENNSVLVANIA
IIIIHERrTA"";E TI\X RET\IRfll
RESIDENT PECE09IT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF Jean G. Hocker
FILE NUMBER
21..05-1079
INtude ~ poc:eedl of r-*igalior\ ,f'd the dste the proceedB were received by the ea.ts. AlllIf'OIIeIW Jolntly-tlwft. WIth Ute fight er allMYofSh" must be d..cIoud on
StJhedul., F.
ITEM
NUMBER
1.
DESCRIPTION
Certmcal8 of Deposit No. 210010115513 at PNC Bank
Interest accrued to date of death
VAL.UEATOATE
OF DiAiH
$2,657.00
$1.86
2.
Certlfieate of Deposit no. 21001015734 It PNC Bank
lntarB8t 8CGrued to date of death
$14,513.85
$11.52
3.
Personal property, clothing, housewares, etc.
$ZOO.OO
4.
Refund from Bethany Village
$575.00
5.
Refund from RMteta In$ur'ar\Ca
$52.00
TOTAL (Also enter on line 51 Recapitulation)
(If more $pacels needed. Irt9&tt ~dditio"af sheets of Ihe same size)
$18,011.23
0;3/01/2006
10:29
WION ZULLI&SEIBERT ~ 12062378426
REV-t~1D JEX. (1-4W7)(1'
. ~ I I'
COlIftIONWEAI..TH Of! PENNSVLVANLA.
lHR/JANCe TAX RI!l\IRN
RESIDaIT DEC;:eOEN1'
SCHEDULE G
INTER.VIVOS TRANSFERS I
MISC.. NON.PftOBATE PROPERTY
NO. 563
[;108
ESTATE 01=
Jean G. Hocker
2'.06-1018
FILE HUMBER
na schedule must be ~l8ted ~ filed If the answer to 8"~ of QuestkJns 1 thmugh 4 on thQ ""'8'11e IIde 0' ttle REV-16OO COVER SHEET is yes.
ITEM DeSCRIPTION OF PROPERTY DATE OF DEATH % OF DECO"S I TAXABLS
~ TN! NAME OF TME. '1RAHSfIiiIlln. TMlH' ReLA llONSHI' TO acC:EDII<< NIl) 'Mil PA~ 01' TRAHSF;R, INTEREST EXCWSOI VAl.lI!
NUMBER ATTo\Ct1 A CCPV OF ".. DEeD FOR REAL !STATE. VALUE OF ASseT (F APPUCAIlI)
1. Met Life lny.tor Single Premium DefefT8Ct Annuity $23.965.13 100.0% 123.965.13
Beneficiary. Sil1et, Joan Herman
2. Checking Aecount No. 5080032247 at PNC 8ank eslaDUshed $121745.20 50.0% $9,745.20
11--29-05. Jotnt with son, George B. Hocker
TOTAL CAlso enter on nne 7, Rec:apiCulatiOn) $33,710.33
. -
(If mote apace Is needed, "'ssn addItional aheeIG of the samB size)
l'
'I
~~~~~<~~~_~._. 10: 29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
[;109
~lV-t111 fX... (to,fP)lil
(:Q~ Tt1 OF P~SV\.VAfilA
tMiERITItNCE'tAX RlimJRN
RESIDeNT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
EST ATI 0' Jean G. Hocker
FILE NUMBER
21..05-1079
Debh at decedent must be reparted on Schedule 1.
ITEM
NUMBER Ol!SC~IPTtON AMOUNT
A. FUNERAl.. SCP~NSE$:
1. ~rs-Hamer FUflera' Home $222.00
2. LurlCheon $50.00
;
B. ADMINISTRATIVE COSTS:
1. Personal Representative's CommlssJoflJ
Name of Personal Representative (8)
Social SeCUr'Jty NLlmber(s)' EtN Number of Persorl81 Represen~t1ve(s)
Street Addre$S
Ci~ Slats Zip
....L -
Year(s) CtJr'nI'\1ssloo Pata:
2- Attnrney fees. WIon. ZulU & Silbert 54.750.00
3. Famfly ExempMon~ (If dSC8(Jenrs addte~8ls not the same as ctaimaflrS. attadl explanaUon)
Claimant
Street Address
City 61818 Zip
.f.....&. Ih..... -
Relationship of Claimant to Oec&aen1
4. Probate Fles and oath $284.00
5. AceoLlnla"t's Fees
6. Tax Return Preparer's Fees
7. Advertising. Cumberland law Joumal $75.00
The Sentfnel $181.86
8. G. Benjamin HOCker. relmbumsmenl for travel. note'. rental car, etc. 51.305.38
9. G. Benjamin HOCker. shipping packages to heirs $33.60
10. G. 8enJamirt Hocker · postage for documents $62.04
11. G. Senjarrdn tiocker. office supples $1B.28
12. G. Benjamhll-tocter - tesaphone calIS $110.12
13. Reserve for Wlon. Zudl & Seibert. mainnga, postage, long d~ltance telephone calfs, copies $15.00
TOTAl. (Aflo enler Of' line 9, Recapitulation) 57 .165.88
(If men space IS needed, IrIsert ,adltlo" in__ of the same SI2e)
0~/01/2006
10:29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
[;IllZl
Rav.,iu ~. (1-tl)C1)
COWMONWEAl.1li OF PliNN8VLVANlA
IHHEftfTAHce TAX RilUM
RESltSrr PJiCEoerT
eSTATE Of Jean G. Hocker
SCHEDULE I
DEBTS OF DeceDeNT, I
MORTGAGE LIABILITIES. a LIENS
FILE NUMBER
21-05-1079
Ind.... mnlmburHd meckal ~.
ITEM
NUMelER
1. Bethany V.tlage Nurelng Care
OESC~IPT10N
AWOUNT
$1,380.00
2.
Holy Spirit Hospital
$1.000.00
3.
Vertzon
$26.68
4.
Alert Pharmacy
$246.97
5.
Silly Aigner, asslsWd with care. arrangements artd travel
$800.48
TOTAL (AliO Inter 0" line 10. Recapitulation)
(If more space Is needed,l"serl addl1tonal sheets of the same size)
$3,454.13
. 0;3/01/2006
10:29
WION ZULLI&SEIBERT ~ 12062378426
NO. 563
[;111
FtEV-1S'~ EX ... (9-00))
COMMONWEAL l1'1 OF PI:tfNSYlVAtflA
lN~sur~CE TAX IlliTURN
RES1DENT oecKlENT
SCHEDULE J
IMFIClMliI
ESTATE OF
Jean G. Hocker
FILE NUDER
21.05-1079
RELATIONSHIP TO OEC~OENT AMOUNT OR SHARE
NUMaJ:R NAME AND ADDRESS Of PERSON(S) RECEIVING PROPERTY DO .. UI' T"'''(8) Of: ESTATE
I. TAXABlE OrS'rRIBUTIONS [Include ourrtght spo~&al dls'-Ib\ltfons. and
transfers under Sec. 9116 (a) (1.2))
1. Ben Hooker Son 113 af estate
S1SO C~ C1rde
Mlnn81Dnka, MN 55S45
2. Sally J. Ai;1'81' Oaugl'Jl8r 113 of e&tate
2735 North Patton AvsnUB
Artlng\on ~hk. IlOOOO4
3. Clara Joan Hel'l'l'lan $J4tar 113 share
28 Almol1d Drive
Hereh8y. PA 17Q33
f;:NTER OOl.lAR AMOUNiS FOR OISTRI8uTlONS St10WN Alove ON UNES 15 THROUGH 18. AS APPROPRtAT!.. ON RI!V-1500 COVER SHeet
n. NON-T AXABU! DISTRIBUTIONS:
A. SPOUSAl OfSfRIBlJTIONS UNDeR SECTION 8113 FOR WHICH AN ELECTION TO TAX .5 NOT BeiNG MADE
1.
B. CMARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTf:R TOTAL NON-TAXABLE DrSTRIBUTIONS ON LINE 13 OF REV..1500 COVER SHE&T $0.00
(If more space Is needed. inSert additlooalshee. of the same s'ze)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX! 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HOCKER BEN
5730 COVINGTON CIRCLE
MINNETONKA, MN 55345
____uu fold
ESTATE INFORMATION: SSN: 195-07-7778
FILE NUMBER: 2105-1079
DECEDENT NAME: HOCKER JEAN G
DATE OF PAYMENT: 03/06/2006
POSTMARK DATE: 03/01/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 12/05/2005
NO. CD 006402
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,133.65
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$9,133.65
REMARKS:
CHECK#1003
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
L.JJ
0 CO
<I Z (DC)
f- ~ 01
(/) C)
DCl<ILn .(")
(L......~"q""-C'JM
<IZMOOC)-
.(LDLn C'Jo
(/) f- Ln a:: C) I'-
~ lJ..J <IC)-
Z ::E: C)
Z
.......
::E:
['-
f- a=!
z
~ C:J
0
::E: ~~
<I
qu 0
!t. 0
0
~~ 0
il"l
:;)~ -
'-
(I)
~
8Q)1O
J:-;J;
~,""
c: .- .....
.- U 1.0
Ec:z
.~o~
c:....:::
Q)C>-
m.~ J2
. > c:
C)oo
..U"Q)
Eo c:
, 2~.S
LLI.O~
(I)
fn
~
o
.c
~
~
(1)0
uO
IE
o -E~
U)~~
_00
=0.......
3:-c;
'O;a..
.. i: ..
S(I)j!
en .a en
-OJ E =i:
CD~ca
~OO