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Home My WebLink About01-31-07 REV-1l1OO EX + (1-00) . ~ ~I~ ~~~ uf. ~ OFFICIAL USE ONLY COMMONV\/EAl TH OF PENNSYlVANIA DEPARTMENT OF REVENUE DEPT. 280801 HARRISBURG, PA 17128-0601 REV-iS00 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER II ... Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Maurer, Lewis R. DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 06 COUNTY CODE YEAR SOCIAL SeCURITY NUMBER 193-28-0858 1121 NUMBER REGI TER OF WILLS SOCIAL SECURITY UMBER 4a. Futtn InterMt Compromise (clate of de8th lifter 12-12-62) 7. Decedent Maintained a Living Trust (AIIach copy of Trust) 10 SPOUSal Pove~ Credit (elate of de8th between . 12-31-91 end 1-1-95) D 3. Remainder RetuT\ (elate of death prior to 12-13-62) D 5. Federal Estate !fax Return 8. Total Number qr Safe De 2. Supplemental Return I- Z ~ 2 I 8 NAME Michael L. Bangs FIRM NAME (If appIicebIe) TELEPHONE NUMBER 7171730-7310 OFFICI (~~l~ -'," :c p :'.*gj . -t co ^ 'J~8 tb --I J:i,.oo I (8) I (111) 15. Amount of Line 14 taxable at the spousal tax rate, 149,388.06 x .00 (1~) z or transfers under Sec. 9116(a)(1.2) 2 0.00 .045 (1~) ... 16.Amount of Line 14 taxable at lineal rate x ~ - ::::) a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (11) s 0 U 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) ~ x 19. Tax Due (19) 05-05-2006 03-25-1936 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL) Maurer, Sally R. [!] 1. Original Return D 4. Limited Estate [!J 6. Decedent Died Testate (AIIach copy of 'MIl) D 9. Litigation Proceeds Received 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o i= j ::::) ... ii: ~ w II: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 429 South 18th Streeti Camp Hili, PA 17011 (1) (2) (3) (4) (5) (6) (7) None None None None 154,811.00 None None c::;:) -...l <- ~ Z eN SE ONLY ::0 ---Ii rl 4l(J G) C) C,0 :'Cl ;_i~8 o ''','1 -" ,._.~ ;,j) t~-) .>1'"1' 12. Net Value of Estate (Line 8 minus Line 11) (9) (10) 5,143.85 279.09 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES -0 :x: - .. 54,811.00 5,422.94 49,388.06 None 49,388.06 0.00 0.00 0.00 0.00 0.00 20. . " .. , . '". . . Copyright 2002 fonn software only The Lackner Group, Inc. ORRSTOWNBANK A Tradition of Excellence December 29,2006 To: Bangs Law Office 429 South 18th Street Camp Hill Pa 17011 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Lewis R Maurer Date of Death May 05,2006 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE. HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK. CHECKING ACCOUNT Account # Title of Account SA VINGS ACCOUNT Account # Title of Account 706000952 Lewis R Maurer CERTIFICATE OF DEPOSIT Account # Title of Account Date opened Princiole Accrued Interest Date opened Principle 08/19/99 511.00 Date Ooened Princiole Accrued Interest 0.33 Accrued Interest 77 East King Street P. . Box 250 Sh ppensburg, PA 17257 "..",n9(11 it., n~.... IJI[IOlJ-'_ . r-:--- REV-1111 EX+ (12-81) * SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Maurer, Lewis R. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FILE NUMBER 21-06-1121 DESCRIPTION AM bUNT FUNERAL EXPENSES: See continuation schedule(s) attached 2,151.60 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year{s) Commission paid State Zip 2. Attomey's Fees Michael L. Bangs 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 302.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 190.25 TOTAL (Also enter on line 9, Recapitulation) 5,143.85 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Sche~ule H (Rev. 6-98) Rev-1S02 EX+ (.....) '* SCHEDULE H.A FUNERAL EXPENSES continued COIoWClNWEAL.TH OF PENolSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Maurer, Lewis R. 21-06-1121 ITEM NUMBER DESCRIPTION AMOUNT 1 Auer Memorial Home and Cremation Services, Inc. 2.151.60 Subtotal 2.151.60 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedu eH-A (Rev. 6-98) Rev 1502 EX+ (....) - * SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Maurer, Lewis R. 21-06-1121 ITEM DESCRIPTION NUMBER AMOUNT 1 Cumberland Law Journal - Estate Advertising 75.00 2 The Sentinel - Estate Advertising 115.25 I Subtotal ! 190.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (1-18) .. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Maurer, Lewis R. FILE NUMBER 21-06-1121 Include unnllmburMd medfcm expen_. ITEM NUMBER DESCRIPTION 1 Borough of Carlisle - Sewer and water (3122106 to 4119106); paid 5123106 VALUE AT DATE OF DEATH 19.67 2 Borough of Carlisle - Sewer and water (4119106 to 5/18106); paid 6110106 16.18 3 Members 1 st Federal CU - Visa payment 243.24 TOTAL (Also enter on Line 10, Recapitulation) 279.09 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (14)1 '* SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Maurer, Lewis R. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal (tistributions and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT 1)0 Not u.t TruatMla' I. 1 Sally R. Maurer 4117 Mountain View Road Mechanicsburg, PA 17050 Wife FILE NUMBER 21-06-1121 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Entire Total Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Copyright (c) 2002 fonn software only The Lackner Group, Inc. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Fonn PA.1500 ScheduleJ (Rev. 6-98) 0.00 LAST WILL AND TESTAMENT OF LEWIS R. MAURER I, LEWiS R. MAURER, Social Security Number 193-28-0858, of the Commonwealth of Pennsylvania, declare that this is my LAST WILL AND TBSTAMENT and I revoke all other wills and codicils previously made by me. FIRST: I appoint my Wife, SALLY R. MAURER, as my Personal Representative concerning this Will. If she is unable or fails to serve, I then appoint my daughter, ELIZABETH S. HARDING to serve as my Personal Representative. a. I request that my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representative act in unsupervised administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representative is unable or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as my Personal Representative shall designate, in writing. b. I direct my Personal Representative to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave), and written charitable pledges which I have made. I grant my Personal Representative the power to extend or renew any debt for such time as my Personal Representative shall deem appropriate. c. All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses. My Personal Representative may pay such taxes at any time deemed advisable, whether or not then due and payable. d. My Personal Representative is requested to settle my estate as soon after my death as may be practicable, and to payor deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters. ~~t.dQ~~~J~" _ PAGE 1 ~ fl~, tJJ?7 OF 5 PAGES ~ ~ ~ e. I have served in the Armed Forces of the United States. Therefore, I direct my Personal Representative to consult with a Legal Assistance Attorney at the nearest military installation and with the Department of Veterans Affairs and the Social Security Administration to ascertain if there are any benefits to which my family members are entitled by virtue of my military service. f. I may leave a letter of intent with the executed copy of this Will for the purpose of giving guidance to my Personal Representative concerning the distribution or sale of certain items of my property. I request, but do not require, that my Personal Representative honor my wishes therein expressed. SECOND: I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my Wife, SALLY R. MAURER, as her sole and absolute property if she shall survive me. THIRD: In the event that my Wife, SALLY R. MAURER shall not survive me, I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my children, ELIZABETH S. HARDING and KATHRYN R. MAURER, in shares of substantially equal value to be divided as they may agree. a. If any of my children shall not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not per capita. If any of my children shall not survive me and shall not be survived by any descendants, then the share of that deceased child shall be distributed to my surviving child or the descendants of my other child if that child also failed to survive me, in the manner set forth above. b. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares. Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. qH~Q ;zr-'1An~-- PAGE 2 JU. ''Ii- /),~ OF 5 PAGES p- ~ ~ . . -FOURTH: In the event that none of my children and none of their descendants shall survive me, I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my sisters, JESSICA SANDRA PELLEGRINO and CHERIE D. DADDARIO, or to the survivor, in shares of substantially equal value, to be divided as they may agree. If they are unable to agree, the division shall be made by my Personal Representative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among the persons named in this paragraph, or the survivor, in substantially equal shares. Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. FIFTH: If any beneficiary to any share of my estate which is not subject to the provisions of any trust which may be created by this will is at the time of distribution of his or her share, a minor under the laws of his or her domicile, I direct that the minor's share be converted into qualifying property and delivered to the minor's Guardian as Custodian for the minor under the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act as may then be in effect in either the state in which the beneficiary or the Custodian resides, or any other state of competent jurisdiction. a. The Uniform Gifts to Minors Act or The Uniform Transfers to Minors Act, as may then be in effect in the state concerned, is hereby incorporated by reference. The property affected by the Act shall be managed, held, and distributed in accordance with the provisions of the Act. b. The financial custodian will serve without bond or surety and without intervention of any court, except as required by law. c. The receipt by the Custotlian, for the minor, of any principal or income transferred pursuant to this paragraph shall be a full acquittance and discharge of my Personal Representative or Trustee, as applicable, from liability with respect to such transfer and from further accountability for the principal or income so transferred. SIXTH: Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not. Insofar as I have failed to provide in this will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. ~1'''d. Q 77)w ~,,~ -' PAGE 3 .JLtI .n IA tU// OF 5 PAGES ~ ~ rr-- , , SBVBNTB: Any beneficiary who fails to survive until thirty (30) days after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. EIGHTH: Definitions: a. The term "children" as used in this Will includes adopted and afterborn persons. The term "children" as used in this will shall not include step-children, the natural born or adopted children of a person's spouse who are not the natural born or adopted children of the person. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will. b. The term "descendants" as used in this will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. c. The term "Personal Representative" as used in this Will means Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. d. The term "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. NINTH: In addition to any powers granted by the laws of the state in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of'my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. cydt:dQ~~~-I~~ PAGE 4 &1l.- C\./ / 02A OF 5 PAGES -r-- ~ ~ . . TENTH: If any part of this will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My Personal Representative may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this 13th day of April, 1995, set my hand and seal to this my LAST WiLL AND TESTAMENT, consisting of 5 typewritten pages, each page bearing my handwritten signature. ~~K1Q~ L S R. MADRE (SEAL) The foregoing instrument was, at Carlisle Barracks, Pennsylvania, this 13th day of April, 1995, signed, sealed, published and declared by LBWXS R. MAURER, the testator, to be his LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so verily believe that the said testator is of sound and disposing mind and memory at the date hereof. ~ ~~ fJ"'(?i'1j " Q~__7/~ OF ~<M. h /1CJI..E OIJJ f ~ IJ 17()/J OF OF ~d-'d Q ~~~_ D __ ~ PAGE 5 rw./- fl ()n, OF 5 PAGBS ~ ~. ~ " . COMMONWEALTH OP PENNSYLVANIA COUNTY OP CUMBERLAND ACKNOWLEDGMENT I, LEWIS R. MAURER, testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~,<;,..Q~ LEW R. MAURER (SEAL) APPIDAVIT We, '::ra.<L~: e. L. \\0..\ V--e.l( , ~\Q.,n~ n (' ~ .s , and ",)n~" ",\\tr , the witnesses, sign our names to this instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influencilJmU ~~ '. L ~1L ~ 1tk Wit~ Subscribed, sworn to and acknowledged before me by LEWIS R. MAURER, the testator, and subscribed and sworn to before me by T n~'. ~ L \\Ct~ t<~ il j~~t\ ~'\\\Q( , \:::at \ehe tJ"\ to s , and , the witnesses, this 13th day of April, 1995. ..?t~ / c.~ NOT.KR: PUBL ~ Commission E Nomriai Seal Public RosaA.~~eountY Carlisle Borc? a:::,,~ Nov 8 1997 My eommisSlOrl ~'~ ., . . . Mon of Notanes Member, PennsylvanlaAssOOS