HomeMy WebLinkAbout05-02-07 (4)
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15D5b041147
REV-1500 EX (OS-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280S01
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMA nON BELOW
Social Security Number Date of Death
.
OFFICIAL USE ONLY
county Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
0151
Date of Birth
191183999
02032007
03111922
Decedent's Last Name
Suffix
Decedent's First Name
MI
BAKE
ELNORA
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
o 1. Original Return
o 4. Limited Estate
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
00
o
6. Decedent Died Testate
(Attach Copy of Will)
0 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
0 48. Future Interest CO"llromise 0 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
0 10 Spousal Poverl}t CradII idate of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -1-95) (Attach Sch. 0)
9. Litigation Proceeds Received
~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
JAKES D. BOGAR 7177378761
Firm Name (If Applicable)
BOGAR << BIPP LAW OFFICES
ONE WEST MAIN STREET
'-'I
First line of address
Second line ot address
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--1
City or Post Office
SB:IREMANSTOWN
State
PA
ZIP Code
17011
DATE FILED
o
Correspondent's &-mall address:
Bobbette L. Larson
James D. Bogar
DATE
5/' 0
One West Main treet, Shlremanstown, PA 17011
L
Side 1
15[]5b[]41147
15D5b[]41147
--.J
-J
:L5056042148
REV-1500 EX
Decedent's Name: Elnora E. Hake
Decedent's Social Security Number
RECAPITULATION
191183999
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 0)..............................._......................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
26,005.46
91,508.31
8. Total Gross Assets (total Lines 1-7).............................................................._...... 8.
117,513.77
3,688.13
9. Funeral Expenses & Administrative Costs (Schedule H)..............................._........ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
244.90
11. Total Deductions (total Lines 9 & 10)..............................._.............................._..... 11.
3,933.03
113,580.74
12. Net Value of Estate (Line 8 minus Line 11)..............................._............................ 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J)..............................._................ 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14"iaXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
113,580.74
15.
0.00
113,580.74
16.
5,111.13
0.00
17.
0.00
0.00
0.00
18.
19. Tax Due.............................................................._................................................... 19.
5,111.13
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
D
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Side 2
15056042148
15056042148
--1
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-0151
DECEDENT'S NAME
Elnora E. Hake
STREET ADDRESS
826 Acrl Road, Mechanlcsburg, East Pennsboro Twp.
CITY / STATE 1ZIP
Mechanlcsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credlts/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
5,111.13
3,092.62
255.56
3. Interest/Penalty If applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
3,348.18
Totallnterest/Pena/ty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
1,762.95
1,762.95
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:
a. retain the use or income of the property transferred;................................................................................
b. retain the right to designate who shall use the property transferred or its income;...................................
c. retain a reversionary interest; or............... ........... ....._........ ...................... _.............. ..................................
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 death without
receiving adequate consideration? ........... .................. ............................... ................. ......................... ..............
Yes No
~ ;
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-15GI EX+ (8-91)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
COMMONWEAL l1i OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hake, Elnora E.
FILE NUMBER
21-07-0151
Include the proceeds of litigation and the date the proceeds were received by the 88late.
All property /oIntly__ned with the rlllht of survlvorahlp must be dJecloHd on schedule F.
ITEM
NUMBER DESCRIPTION
1 Clearvlew Federal Credit Union - Certificate of Deposit Account No.
10278783-11858, date of death balance $14,801.98, accrued Interest $62.50
VALUE AT DATE
OF DEATH
14,864.48
2 Prudential Financial - Alliance Account No. 4351000860044, date of death balance
$11,140.98, accrued Interest $0.00
11.140.98
TOTAL (Also enter on Line 5, Recapitulation)
26,005.46
(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 E (Rev. 6-98)
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March 1, 2007
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, P A 17011
RE: Accounts for Elnora E. Hake, Account # 10278783
Dear Mr. Bogar,
Enclosed please find the information that you requested for balance figures as of
February 3rd,2007: .
Savings account #10278783-0, balance was $10.00 Joint Ownership account with
Bobbette Larson.
Checking account #10278783-9, balance was $43.15, Joint ownership with Bobbette
Larson.
Money Market account #10278783-25, balance was $48,545.80, Joint ownership with
Bobbette Larson.
Certificate of Deposit account # 1 0278783-11858, balance was $14,801.98 plus interest of
$62.50, this certificate has no joint owner.
Certificate of Deposit account #10278783-21794, balance was $1300.74 plus interest of
$5.77, Joint ownership with Bobette Larson.
Thank you for providing an original Certified Death Certificate and Short Certificate. I
will be closing out the account and sending the receipts showing the transfer of funds to
Bobette Larson's account and a check to the Estate of Elnora E. Hake for Certificate
#11858 to Mrs. Larson.
Please feel free to contact me, if you should have any questions. I can be reached at
PH: (800) 926-0003, Ext. 5027.
Sincerely,
Catherine Sokolowski
Senior, Savings Support Representative
cc: Bobbette Larson
8805 University Boulevard, Moon Township, PA 15108-2580
teI412-269-3011 toll-free 1-800-926-0003
-~~
--- ,
Ch~Y!E~
April 19, 2007
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, P A 17011
RE: Accounts for Elnora E. Hake, Account #10278783
Dear Mr. Bogar,
As per your letter of February 14th, 2007 and April 12th, 2007 requesting the dates the
Joint accounts with Bobbette Larson were opened are as follows:
Savings, Checking and Money Market accounts opened was July 8, 1997
original note date for Certificate of Deposit number 21794 was November 26, 1999
original note date for Certificate of Deposit number 11858 was July 17, 1997, this was
an individual account, no joint owner
I apologize for not completing the necessary information in my response on March 1, 2007. If
you need any additional information please feel free to contact me, 800-926-0003 ext 5027.
Sincerely,
{l~~
Catherine Sokolowski
Senior Savings Support Representative
8805 University Boulevard, Moon Township, PA 15108-2580
tel 412-269-3011 toll-free 1-800-926-0003
\
Prudential Alliance Account Services
The Prudential Insurance Company of America
P.O. Box 41582
Philadelphia, P A J 9 J 76
(877) 255-4262
www.prudcntial.com
Prudential. Financial
lames D. Bogar
1 W. Main St
Shiremansto~ P A 17011
Aprilll,2007.
FOE: *********0044
Dear Mr. Bogar:
Per YOW" request, this letter is to verifY that the balance of Ms. Elnora Hake' s Alliance account on
February 3,2007, was $11,140.98.
If you have any questions, please contact us at our toll-free number, 1-877-255-4262, Monday
through Friday, 8:00 AM to 8:00 PM (EST).
Sincerely,
~~.
Laura Harrison
Client Services Representative
BISYS InfOlTnStion Solutions. L.P. f$ the Administrator of the Prudential ARlance Account Settlement Option, a contractual obligation
of The Prudentiellnsurance Company of Americll, located at 751 Broad StJWl, Newark, NJ 07102-3777. Check clearing Is ptDvided
by Bank One and processing support is provided by Integrated Payment Systems, Inc. Alliance Account balances IUe not insuf&d by
the FederalOepos/t Insurance CorporaUon (FDIC). B/SYS Information Solutions, L.P.. Bank One, and Integrated Payment Systems,
Inc. 8le not Prudential Financial companies.
\
Rev-1509 EX+(8-98) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Hake, Elnora E. 21-07-0151
If en UMt wee mllde Joint within one yur of the declldent's dlI1lt of du1h, It muet be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Bobbette L. Larson
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter
826 Acrl Road
Mechanlcsburg, PA 17050
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 DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSEl INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 9/1312005 Belco Community Credit Union - 202.96 50.000% 101.48
Checking Account No. 851768, date of
death balance $202.79, accrued Interest
$0.17
2 A 9/1312005 Belco Community Credit Union - 37.147.12 50.000% 18.573.56
Certificate of Deposit No. 40323, date of
death balance $37,023.96, accrued
Interest $123.17
3 A 7/9/1997 Clearvlew Federal Credit Union - Savings 10.00 50.000% 5.00
Account No. 10278783-0, date of death
balance $10.00, accrued Interest $0.00
4 A 7/811997 Clearview Federal Credit Union - 43.15 50.000% 21.58
Checking Account No. 10278783-9, date
of death balance $43.15, accrued Interest
$0.00
5 A 7/811997 Clearview Federal Credit Union - Money 48.545.80 50.000% 24.272.90
Market Account No.1 0278783-25, date of
death balance $48,545.80, accrued
Interest $0.00
Total of Continuation Schedules See attached
DaGeS
TOTAL (Also enter on Line 6, Recapitulation) 91.508.31
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule F (Rev. 6-98)
..
Rev-1509EX+(HI) .
COMMONWEAllli OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
continued
ESTATE OF
Hake, Elnora E.
FILE NUMBER
21-07-0151
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEAi~ DATE OF DEATH
FOR JOINT MADE DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEeo FOR VALUE OF ASS INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
6 A 11/261199S Clearvlew Federal Credit Union _ 1.306.51 50.000% 653.26
Certificate of Deposit Account No.
10278783-21794, date of death balance
$1,300.74, accrued Interest $5. n
7 A 1/2812000 Commerce BanklHarrisburg, N.A. _ 5.074.68 50.000% 2.537.34
Checking Account No. 513172536, date 01
death balance $5,074.47, accrued interest
$0.21
8 A 1/2812000 Commerce Bank/Harrisburg, N.A. _ 49.869.82 50.000% 24.934.91
Savings Account No. 616119534, date of
death balance $49,864.38, accrued
interest $5.44
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule F (Rev. 6-98)
Rev-l509 EX+(8-98) .
COMMONWEALTli OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
continued
ESTATE OF
Hake, Elnora E.
FILE NUMBER
21-07-0151
11 an asset was made jOint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAl INSTITUTION AND BANK ACCOUNT DATE OF DEA!Ji DATE OF DEATH
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASS DECO'S VALUE OF
TENANT JOINT JOINTl V-HELD REAL ESTATE. INTEREST DECEDENrSINTEREST
9 A 9/812006 Pennsylvania State Bank/Sterling 40.816.55 50.000% 20.408.28
Financial Corporation - Certificate of
Deposit, Account No. 9150009793, date 0
death balance $40,000.00, accrued
Interest $816.559
*NOTE: This account was established
with a transfer of $40,000.00 from an
account maintained by the Decedent,
which account was jointly owned with
Bobbette L. Larson. The account was a
jointly owned account, maintained at
Commerce BanklHarrlsburg, N.A., same
being Account No. 513172536, as
referred to in Item No. 7 hereinabove. As
such, this Joint account represents a
"rollover" from the joint account with
Commerce Bank/Harrisburg, N.A., the
joint parties being the same. A copy of
the Commerce BanklHarrlsburg, N.A.
cancelled check written to fund this
account Is attached.
TOTAL (Also enter on Line 6, Recapitulation) 91.508.31
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
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April 12, 2007
James D. Bogar
Attorney at Law
One West Main 8treet
8hiremanstown, P A 17011
RE: Estate of Elnora E. Hake
8.8.#: 191-18-3999
Dear Bonnie,
Here is the information for the above referenced account. If you need any further
information, please call me at 717-720-6407.
Sincerely,
~
April Johnson
Finance/Processing Representative
8elco Community Credit Union
403 N. 2nd Street, P.O. BoxB2
Harrisburg, PA mOB
717-232-3526 in Harrisburg areaj 717-393-1116 in Lancaster area
800-642-4482 outside of calling area
BELCO COMMUNITY CREDIT UNION
1. Name(s) in which the account was held:
DECEDENT ESTATE INFORMATION
ELNORA E HAKE(PRIMARY)
BOBBETTE LARSON(JOINT)
2. Account number: 851768
3. Balance as of date of death: 2/3/2007
Balance
Accrued Dividends
For 21312007
YTD Dividends
Regular Savings: $ $202.79 $ $0.17 $ $0.25
Christmas Club: $ $ $
Whatever Club: $ $ $
Checking: $ $ $
Money Market: $ $ $
IRA: $ $ $
Certificates: Balance Accrued Dividends YTD Dividends
For 2/312007
$37,023.95 $123.17 $182.97
$ $
$ $ $
$ $ $
4. Date the account was initiated: 9/13/2005
Certificate Number
40323
5. Name(s) in which Safe Deposit Box was held: N1A
6. Date the box was initially rented: N1A
7. Branch address at which the box is located:
8. Loan Information:
Balance
Accrued Interest
Per Diem Int
VISA Unsecured Loans:
$
$
B. Secured Loans
$
$
$
$
$
$
C. Mortgage Loans:
$
$
Miscellaneous:
--- ..............
- .~ ~
c~:g~y!&~
March 1, 2007
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, P A 17011
RE: Accounts for Elnora E. Hake, Account # 10278783
Dear Mr. Bogar,
Enclosed please find the information that you requested for balance figures as of
February 3rd,2007:
Savings account #10278783-0, balance was $10.00 Joint Ownership account with
Bobbette Larson.
Checking account #10278783-9, balance was $43.15, Joint ownership with Bobbette
Larson.
Money Market account #10278783-25, balance was $48,545.80, Joint ownership with
Bobbette Larson.
Certificate of Deposit account #10278783-11858, balance was $14,801.98 plus interest of
$62.50, this certificate has no joint owner.
Certificate of Deposit account #10278783-21794, balance was $1300.74 plus interest of
$5.77, Joint ownership with Bobette Larson.
Thank you for providing an original Certified Death Certificate and Short Certificate. I
will be closing out the account and sending the receipts showing the transfer of funds to
Bobette Larson's account and a check to the Estate of Elnora E. Hake for Certificate
#11858 to Mrs. Larson.
Please feel free to contact me, if you should have any questions. I can be reached at
PH: (800) 926-0003, Ext. 5027.
Sincerely,
Catherine Sokolowski
Senior, Savings Support Representative
cc: Bobbette Larson
8805 University Boulevard, Moon Township, PA 15108-2580
tel 412-269-3011 toll-free 1-800-926-0003
....
Commerce
~Bank
February 27, 2007
James D Bogar
1 W Main St
Shiremanstown PA 17011
RE: Estate of: Elnora E Hake
Social Security #: 191-18-3999
Date of Death: February 3, 2007
Dear Sirs:
In reference to the letter regarding the above mentioned Estate, we
would like to inform you of the information that we have researched and
found.
Type: Checking
Account #: 513172536
Date Opened: 01/28/00
Primary Owner: Elnora E Hake
Secondary Owner: Bobbette Larson
Date of Death Balance: $5,074.68
Accrued Interest: $0.21
Principal Balance: $5,074.47
Type: Savings
Account #: 616119534
Date Opened: 01/28/00
Primary Owner: Elnora EHake
Secondary Owner: Bobbette Larson
Date of Death Balance: $49,869.82
Accrued Interest: $5.44
Principal Balance: $49,864.38
If there are any questions or additional information that is needed,
please feel free to contact me at (717) 412-6134.
Sincerely, 1C'.
lV~nlrl{~-'
Mindi L ~~u-t./'
Levy Specialist
Commerce Bank I Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
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826 ACRI ROAD Q, Q /_
MECHANlCSBURG. PA 17050 DATE -"\ 0 ,..0\0
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REV-1151 EX+ (12-99)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hake, Elnora E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07-0151
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
558.13
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Bogar & Hlpp Law Offices
2,460.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills, Cumberland County
118.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
H&R Block
52.00
7.
Other Administrative Costs
See continuation schedule(s) attached
500.00
TOTAL (Also enter on line 9, Recapitulation)
3,688.13
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (8-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEAL 111 OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hake, Elnora E.
FILE NUMBER
21-07-0151
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Myers Funeral Home - Funeral
405.00
2
St. John's Lutheran Church - Funeral Luncheon
153.13
Subtotal
558.13
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (8-88)
.
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hake, Elnora E.
FILE NUMBER
21-07-0151
ITEM
NUMBER
1
DESCRIPTION
RESERVES - Costs to conclude administration ot Estate Including tiling tee tor Pa.
Inheritance Tax Return and Inventory, preparation ot 2007 personal taxes and
review and/or preparation ot fiduciary Income tax returns
AMOUNT
500.00
Subtotal
500.00
CoPyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEDENT
ESTATE OF
Hake, Elnora E.
FILE NUMBER
21-07-0151
Include unrelmbu_d mecllcalllXpen_.
ITEM
NUMBER DESCRIPTION
1 East Pennsboro Township - Personal Per Capita Tax
VALUE AT DATE
OF DEATH
4.90
2 Pennsylvania Department ot Revenue - 2006 personal Income tax
240.00
TOTAL (Also enter on Line 10, Recapitulation)
244.90
(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+ (9-00)
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Hake, Elnora E.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not LIst TruatM(l)
FILE NUMBER
21-07-0151
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Bobbette L. Larson
826 Acrl Road
Mechanicsburg, PA 17050
Daughter
Rest, residue
and remainder
Total
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 1/- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Form PA-1500 Schedule J (Rev. 6-98)
LAST WILL AND TESTAMENT
OF
ELNORA E. HARE
I, ELNORA E. RAKE, of Shiremans t own , Cumberland County,
Pennsylvania, make, publish and declare this as and for my Last
Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to my daughter,
BOBBETTE L. LARSON, provided that should she predecease me, then
to my son-in-law, GARY M. LARSON.
SECOND: In addition to al powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to al property,
exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upOll--
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funqs, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
THIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
FOURTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
2
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
~
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ELNORA E. RAKE
(SEAL)
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
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Address
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