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Home My WebLink About09-27-06 -- ~~ 15056051047 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-()601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth ~~ Suffix 81Iil File Number Decedent's First Name MI ~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MI o Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required C) 4. Limited Estate C) - C) 4a. Future Interest Compromise (date of death after 12-12-82) C) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C) 10. Spousal Poverty Credit (date of death C) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Da ime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received () 8. Total Number of Safe Deposit Boxes C) ,",.) Correspondent's e-mail address; I> ~ a mer c S cA:> <f!I'; x. n t.t 11 DS'/) DATE ?/~"fl~ Side 1 L 15056051047 15056051047 --.J --.I REV-1500 EX Decedent's Name: RECAPITULATION 15056052048 1. Real estate (Schedule A), . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 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 Non-Probate Property (Schedule G) <=) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . ... .. ............. ............ ... 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (ScheduleJ) .. . . .. .. . ... . .. .. .... . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. 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- 16. Amount of Line 14 taxable at lineal rate X.O ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .. . . . . . . . . . 19. - <.. Decedent's Social Security Number 15. 16. 17. 18. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052048 Side 2 c::> 15056052048 --.J . REV-1500 EX Page 3 File Number ZI-O' -598 Decedent1s Complete Address: DECEDENTS NAME Lt) f S r;. HoltJt. € --""" STREET ADDRESS 121S' .JEt<uS AI. em R.olf/> "--~ -- .- I STATEjO,.;------pIP ----- CITY IYI FaHA/fJICSSu Yl 6, I 705/J Tax Payments and Credits: , 1. Tax Due (Page 2 Line 19) (1 ) :49f,70 2. Credits/Payments A. Spousal Poverty Credit I) 8. Prior Payments () C. Discount () f' - - Total Credits ( A + 8 + C ) (2) 3'Jt:l/J 3. InteresVPenalty if applicable D. Interest 1/ -_....~ E. Penalty p 0 TotallnteresVPenalty ( D + E ) (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) t:} 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) "3ft.. to A. Enter the interest on the tax due. (5A) " 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) I' 3?tf, 7~ Make Check Payable to: REGISTER OF WILLSJ AGENT 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D KI 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 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 zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 twenty-one 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 zero (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 four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [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 twelve (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.1508 EX + (1-97) ,~_ .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 110A- P.€I LOJS E.. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ~ 1- D' - S98 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. .1. Ifssll'fel I teJl1J 01- fJeI"S",1I1 '7 (See ~l1venfr;rr E>r",'h/t 4/fA&kI') 7k SUJtJhr SbJe - e,ltlM tn<< I?e!'-.,tt 1:)11 pUrtJr4.s~ .f e.lt..c..+-ric. whee.\chtti r. ~I ~ II. 7S- ~o, ,ff) 1. S~11,\e1hA.t\t\A. V;ew tJ-ptM1i.. ~~~1"" of' ke\U'; fy ];ytJJi f- "sed e,/tt::fr/, t.;/,e,e1chair. ~.sp;k a.t111er I:;",~ "f tlV"; la-\;, ~ I; ty I Cl>IAiJJ lind hD~. ~323.00 3. "IDD. /)0 TOTAL(AIsoenteronline5,Recapitulation) $ Ii /D'i. 7~ (If more space is needed, insert additional sheets of the same size) I I EJrN/8/r 7D St!H~/). R: t:=S1: tJ,t:" ~.s E. HtJlf-NE 21-~-.s'l6' l4!fBl1'"I~Yt?E .j/~~dl)II/,fk.TY .ou___l...._R!'lI"o~.~.~k... .Ad.~"rJ!/tI (!,1J~/r~ _~_.____._w.__..____~_. .f.u,_~d_l!l~.lf-~___o.hJ/~h!I!t~~ 3. /)'Jl:r~elL4.Il~f!!..f.(t't~/Jf:!!yfe,f!f'- ~... ..1-.... .l!Jl[~eIIL!l"/I.i_ ..~~~ ~~.di;. ....6';.. tJ/"-h~~~ ~. plt/reeIL/J~. ................._ . Z... . ml!((....~~.r!k~ ~._ __ t:JL~.I~'--~Ot.f~._ ._.___._ ~.. .. _..{!ltllt!!(,~~1b~.~~fl~~er l~._ _7M?_~4!_di~~.- IL._ .....N~~.._L~.HH...-.. ........-...--.------. {~_ ..._.dLo_Jh..t/I,<<!i~~.ti.III~lA .h,-fA'~!P'!i ......__ .... .. _ _14_._.__..o~_..~L~_./:t~$.~ I't... ..... ......RL~~.~~~__g.Lt:I!~~. _.(~:..._._..t2L~_.~~~..b4.N!~. "- ____.___ ._ _o!.l~~~!!.____ . .... '__'.n_ _______.____.._i.. ~__._. ,.. :/, I'/) .__.~?r:___ ,r / 2, ~D ,1"7: 2~ . m" -.-.... --..---. --. .-... '1.---u----",.. ..--'" /9.W ~ ~lS ~.~,--,-_.._-._,._.~._~--- _._--,--.~ , / I. ~~ -'...-.----...".--'.....--,-.--------..-- -- ". ~7.r . _,'0 "_~__..".v,,._. ..,,', .._. _ ._____. ~7S - - _.._--"--- "... ---------.--,,-- -,-",-------- " J ,. IJO ~ 1tJ,1J() .JY. /.80 __...._"..__.,~_~.,.__...._,..._._, __. - n. _.~. __""'_ _.____~._~" .__~__. ". /. ~O -'-~--'- - 7i TAt.. Jl /.:? r.. 7 S'" REV-1509EX + (1-97) '* . . . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF H It. L.s Orr(U;") 01 E: SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER ,;z, 1- Or. -5'18 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. TA-lHbt Y L. H~NtJESS Y I ;;tIS JG" ~ US A-LE'm Ii!.DA-D m~CH"'A)/e S8u.~G, p~ 17()S'O J:>/l-u G HTG1t. B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or simUar identifying number. AIIach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointiy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. Jf- ee.o AUV 1s ,+-r MeM&S<<' rl4Sr F€l>. e~ rr UIIJ It>N! J/,,/ ft 4) Stblit1tf M.# IS1q.~()--oo ~ i I J. sl, Sb~ "L/DS,78 j} p",'nc.,'I'.J 9,." D,DO ii) o..eU', ,'tit. " ,. ~/, " ill. S-' a/II/'B I,J Cheel<.'nJ Ired.'" /57f/.30 - II ~S3.RI i J pr.'ndp.J ~ sv7. 7~ i SO 7. 7S ..5V~ t,) t t ZI9LO II .., . e.) ~nw ~ A-ut. *" 1S7"3D-05 ~/II'" i) P ",'nc. "Pllll -3t,t, lJ. 26 .~7 1 ~ ii J it1t. ' 31..1' 3CJ, "" 3.. 13 ~ , 3'1, "6 '2. 73 17, ;l~/. 31 (sa v41 kAh',,, /t../tu al!-adtul) TOTAL (Also enter on line 6, Recapitulation) $ /1, i'I.03 (If more soace is needed. insert additional sheets of the same size~ '1 SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint O~nership Established MONEY MANAGEMENT ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established Estate of: LOIS E. HOARE Date of Death: 04/22/2006 Social Security Number: 194-28-8412 ~lst MEMBERS 1st FEDERALCRJIDIT UNION 157430 -00 03/15/1996 $810.00 $1.56 $811.56 Tammy L. Hennessy 03/11/1998 157430 -11 03/15/1996 $507.75 $.00 $507.75 Tammy L. Hennessy 03/11/998 157430 -05 03/11/1998 $34,426.37 $36.36 $34,462.73 Tammy L. Hennessy 03/11/1998 ~MB:RS~ST EDERAL CREDIT UNION N~a ) ~~ Denise A. olfe Insurance Services S pervisor July 28, 2006 5000 Louise Drive · P.o.Box40 · Mechanicsburg,Pennsylvania 17055 · (717) 697-1161 · www.members1st.org r REV-1511 EX+ (12-99) . . .' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Ii () II-IeEi Lb/.5' E: FILE NUMBER :2/-/Ji:!- S?9 ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: IYIIrLPEZ2.1 FUNEAA/.. HDrnE DP I'Hl?f!.IIIfNIC.S8UA6. SUNNfSltJE CEmE1l5ItV ~~ 6,ofYG tPkAll1ll6 FurLMAJ /b.,.! E:J& B""i~lclotl"'1l3 ~r f.u.. ./;u.r/a.J ~" 3. 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) 7if.IJIIJ1.Y IIE/YA'E'sS y Social Security Number{s)/EIN Number of Personal Representative{s) Street Address /~ FS JE"~HSA-t.E7I( ~IHJ City /'Jf6CH~N/~S 8uJt& State AI Zip 17DSD 2. Year{s) Commission Paid: UJA-I rei) Attorney Fees QJ/Jf-t2.L6S iF: $;H1/ffZDS 7!'I: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. Claimant ("J ~ I V IF /:) Street Address City State _ Zip Relationship of Claimant to Decedent Probate Fees QAAJ/ /J"'r"al t'Ss ue ,j sfr;rt, Ce.rl-,'6't:.ak&. 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. ,. 10. ,. 'R~; shr ~f /AJl1/s {.,. hI,,,, of ;nhtr;ra,nct. u- h4.u,J +r-au.}C fee t.r ~V'AI .f 'lHJllnt"111& Ap.....t~ (AM,() nu",,'~ hbme. /fJ,'t,rt; st'", uf ~ PAh-,'ot- News J.,r :;o/~ lit 1t)"~e/cI,.,'~ de. . #",/1,"1111/ IN6.:ti -Iu re,hcytll f'rt,M AMOUNT F. 8; 1/.1~. SD ~ $1:). I'Jf) ~ 2'1. 7 S t~S-..6D IVAlrBV ~5G"". IJO l,J~JVED -".2 ./JD ,.. IS: "D ~ ~. 7'1 t 8. hS' -0- TOTAL (Also enter on line 9, Recapitulation) $ /tP, /'I~. h'l (If more space IS needed, Insert additional sheets of the same size) REV-1513 EX+ (9-00) . .' * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF H ol'rtt.Ej FILE NUMBER ,ll"~ft., - 598 LDIS e:, RELATIONSHIP TO DEcEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not L18tTru8tee(s) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. TAmlJ1Y L. I-IEIt'IIESSY J;lS S' .IE-lll/sALE/If ~/I.J) n1EeHA-ItfJCSSullG-" J1/f 170SI) 1:)'" u.e.H rlFTl AMOUNT OR SHARE OF ESTATE lotJ % ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 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, insert additional sheets of the same size) . ~ \ LAST WILL AND TESTAMENT OF LOIS E. HOARE I, LOIS E. HOARE, of the Township of Hampden, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my daughter, TAMMY L. HENNESSY, absolutely and unconditionally. 3. In the event that my daughter, TAMMY L. HENNESSY, should predecease me, leaving no issue to survive her, then in such event, I give, devise and bequeath my entire estate, of whatsoever nature and wheresoever the same may be situate, to my niece, JOYCE E. YINGER, absolutely and unconditionally_ LASTLY, I nominate, constitute and appoint my daughter TAMMY L. HENNESSY, Executrix of this my Last Will and Testament, 4" .~ .. ''''''~-"><~''''''''''''''"""",,''",''--..,..n''''''''''"'._'_><~__''''''.''''''''''-'''-''''''''''-~''-_'_~-'''''''''''''_''''''''_______,__,_._....__~._~...-..-...---..-_~_~.".,__..."..,..~.,,.--,...,,,____._>,_"-'""....-----.._ and in the event that my said daughter should predecease me, or should she be unable or unwilling to serve in such capacity ror any reason, then in such event, I nominate, constitute and appoint my niece, JOYCE E. YINGER, Executrix or this my Last Will and Testament, in her place and stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~~7 day or April, A. D., 1986. ;f~ f'.l~o j Lois E. Hoare (SEAL Signed, sealed, published and declared by the above named, LOIS E. HOARE, as and for her Last Will and Testament, in the presence of us, who have subscribed. our names hereto as witnesses, at the request of said testatrix, in her presence and in the presence or each other. pi ~r~~ -2- GEORGE M. HOUCK (1912-1991) Register of Wills Cumberland County Court House 1 Court Square Carlisle, P A 17013 Dear Register of Wills: CHARLES E. SHIELDS, III A1TORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindle and Clouser Roads MECHANICSBURG. PA 17055 September 26, 2006 Re: Estate of Lois E. Hoare No. 21-06-0598 TELEPHONE (717) 766-0209 FAX (717) 795-7473 Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Lois E. Hoare Estate as well as Check No. 6043 in the amount of $15.00 for the filing fee and Check No. 6044 in the amount of $398.70 for Inheritance Tax due. Thank you for your kind attention to this matter. CES/mjj Enclosures Very truly yours, ~f~~ Charles E. Shields, III Attorney-At-Law :.2 .---..." :'11 :.t> r--~~) -.-1 -n , () .- : i.Of \ .. .0.11 :: c> ,.m 0 - ,..,1 , . (.n ;:;:-{ [0 N