HomeMy WebLinkAbout08-29-07
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15056041147
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
*'
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
00064
Date of Birth
071184001
01132007
Decedent's Last Name
Suffix
Decedent's First Name
MI
HAMLIN
DANIEL
R
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[Xl 1. Original Return
g. Litigation Proceeds Received
D
D
D
D
4a. Future Interest Compromise
(date of death after 12-12-82)
2. Supplemental Return
D
D
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
D
[KJ
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD W. STEWART 7177614540
Firm Name (If Applicable)
JOHNSON, DUFFIE, STEWART &
REGISTER OF WILLS USE. gNL Y
First line of address
301 MARKET ST.
Second line of address
l".)
'-.0
LEMOYNE
State
FA
ZIP Code
17043-0109
DATE E1LED
'-j
City or Post Office
en
c:;.
Correspondent's e-mail address:
Under penalties of perjury, I declare that 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 personal representative is based on all information of which preparer has any knowledge.
SIGNATU F FlERSO~S~S LE FOR FILING RETURN DATE
(I ,JC / J 4t.JL'l-- DAVID R. HAMLIN
ADDRESS
93 HALDEMAN AVENUE, NEW CUMBERLAND, PA 17070
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
---;JlLf /4<~
ADDRESS '
RICHARD W. STEWART
~~"
,--)Y/O l
301 Market St., Lemoyne, PA 17043-0109
Side 1
L
15056041147
15056041147
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15056042148
REV-1500 EX
Decedent's Name DAN I EL R. HAM LI N
Decedent's Social Security Number
071184001
RECAPITU LA TION
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) D Separate Billing Requested.. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D 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 (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................
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 .00 0 . 0 0
14.
15.
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
16.
358,384.33
0.00
17.
0.00
18.
19 Tax Due..
19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
35,922.80
52,079.24
294,340.87
382,342.91
9,919.10
14,039.48
23,958.58
358,384.33
358,384.33
0.00
16,127.29
0.00
0.00
16,127.29
D
15056042148
--l
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-00064
DECEDENT'S NAME
DANIEL R. HAMLIN
STREET ADDRESS
93 HALDEMAN AVE.
CITY I STATE IZIP
New Cumberland PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
13,500.00
710.53
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 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.
(3)
(4)
(5)
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
16,127.29
14,210.53
1,916.76
1,916.76
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
o
o
o
o
No
~
~
~
~
~
o
o
~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................ ... .......................... ....... .................... ............. ................ ~ 0
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. S9116 (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. S9116 (a) (1.1) (ii)l. 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. S9116 (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. S9116 1.2) [72 P.S. S9116 (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. S9116 (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.
"
1La9't Will anb me9'tament
OF
(QJ U~ V
DANIEL R. HAMLIN
l, DANIEL R. HAMLIN, of the Borough of New Cumberland, County of Cumberland, and
Commonwealth of Pennsylvania declare this to be my Last Will and revoke any Will previously made by me.
ITEM I. I direct that all of my legal debts and funeral expenses including my grave marker and all
expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. I devise and bequeath all of my estate of every nature and wherever situate to my son,
DAVID R. HAMLIN, ifhe survives me. lfmy son, DAVID R. HAMLIN, fails to survive me, I devise and
bequeath all of my estate of every nahlre and wherever situate to my daughter-in-law, ANGELA M. SOTO-
HAMLIN, if she survives me.
ITEM III. Should both my son, DAVID R. HAMLIN, and my daughter-in-law, ANGELA M.
SOTO-HAMLIN, fail to survive me, my son, DAVID R. HAMLIN, is hereby granted the power to appoint
by Will to such of his issue and in such proportions and upon such terms as to trusts or outright gifts as he
deems advisable. Should my son, DAVID R. HAMLIN, fail to exercise the power of appointment granted
herein, and should neither he nor my daughter-in-law survive me, I devise and bequeath all of my estate of
every nature and wherever sihlate in equal shares to such of my son's children who survive me. Should any of
said children be under the age of twenty-five (25) years at the time of distribution to him or her, I devise and
bequeath the share of such person to Sovereign Bank, IN SEP ARA TE TRUSTS, to hold, manage, invest and
re-invest the share so received and the accumulation of income thereon and to use and apply the income and
principal or so much thereof at the Trustee's discretion as may be necessary or appropriate for that person's
support and education (including college education both graduate and undergraduate) without regard to his or
her parents' ability to provide for such support or education or make payment for these purposes without
responsibility to the beneficiary or to such beneficiary's parents or any person taking care of such beneficiary.
Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she
1
-'----._- --- -.-----..------------------..,___ - - _. ___u___.___
attains the age of twenty-five (25) years. If the beneficiary dies before attaining age twenty-five (25), the trust
shall terminate and such shares shall be distributed to his or her personal representative.
ITEM IV. I direct that all taxes that may be assessed in consequence of my death, of whatever nature
and whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expense of the
administration of my estate.
ITEM V. I appoint my son, DAVID R. HAMLIN, Executor of this my Last Will. Should my son,
DAVID R. HAMLIN, fail to qualify or cease to act as Executor, I appoint my daughter-in-law, ANGELA M.
SOTO-HAMLIN, Executrix of this my Last Will. I direct that my Executor or Trustee or their successors
shall not be required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, DANIEL R. HAMLIN, have hereunto set my hand and seal this
t-.b~c... k ..-
q ii.. day of ()rtober, 2005.
e . R-i~ 1i .,'
'~1A..U.? ' /., /<-. CL~_Y,V'\.../
DANIEL R. HAMLIN
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED, by DANIEL R. HAMLIN, the Testator
above named, as and for his Last Will and Testament and in the presence of us, who, at his request, in his
presence and in the presence of each other, have subscribed our names as witnesses.
~6P /)/ JC!J
Witness
;;1e-m.~~
Address
f--
f;e./11 (&~ f~J!Q;yt._ajL
Witness
fP.7f7o'-jjU) PII-
Address
2
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, DANIEL R. HAMLIN, Testator, whose name is signed to the foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last
Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
& {{~
"j ~ , 7'
j~ /1M i/. .,/Y\.-, e ~ "'- v '
DANIEL R. HAMLIN
rHk Sworn to ,Of affirrpeg.. and acknowledged before me, by DANIEL R. HAMLIN, the Testator, this
v;J.l day of (\J{){ eMttr 2005.
:/l,u' (). cflcl VJ/wl
Notary Public
Notarial Seal
Lori A. Richard. NotaJy Public
Lemoyne Bom, Cumberland County
My Commission Expires Nov. 12.2006
Member. Pennsylvania Association Of Notaries
3
l
\'
~..--- -
I
AFFIDA VIT
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
SS
We, << Ie l:. .J.- CO hi"'(.w<:'."" V and Bedh /-In n OJ II {nILf) , the
witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last
'Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as
witnesses; and that to the best of our knowledge, the Testator was at that time at least 18 years of age, of sound
mind and under no constraint or undue influence.
<~~7 ~/:;gp
fief11 CUtA Z';JJ IJALkH.j
Sworn to or affirmed and subscribed to befor~ me by 1.2.1 cJ"'() rd VV. )toLL{;( T
-Y;t4h Ahn Dj 1\ il\nn ' the witnesses, this C/th day of N D {ef!~I10e( , 2005.
and
~ll'O !JWVUJ,t
Notary Pub ic
RWS:ead:261697
Notarial Seal
Lori A. Richard, Notary Public
Lemoyne Bora. Cumberland County
My Commission Expires Nov 12, 2006
Member. Pennsvl1i;1'1i,. A~:s0\.i?ffnn Of Notar!€$
4
'"'." " """~ . ...
!~~'. -c ~~'-
Rev-1603 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
All property jointly-owned with right 0' survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 147 Shares - Nationwide Financial Services, Inc. @ 7.910.07
$53.81 per/share
2 Wachovia Securities Investment Account No. 28.012.73
4124-3916 consisting of - various Open End Mutual
Funds - Date of death value.
TOTAL (Also enter on Line 2, Recapitulation) 35.922.80
(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 B (Rev. 6-98)
Rev-1608 EX + (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
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
NUMBER DESCRIPTION
1 Church of God Home - refund - unused days - month of January, 2007.
VALUE AT DATE
OF DEATH
6,181.69
2 Cigna - HealthCare - ambulance reimbursement
675.13
3 Com cast - cable refund
15.99
4 Internal Revenue Service - refund - decedent's 2006 Form 1040.
3.978.00
5 New York State Teacher's Pension - benefits -1/112007 -1/13/2007
1.048.58
6 PNC Bank - Savings Account No. 5004262115 - Date of death balance, plus accrued
interest.
2,334.01
7 Wachovia Bank - Certificate of Deposit No. 2474023024257680 - Date of death
balance, plus accrued interest.
20,980.01
8 Wachovia Bank - Checking Account No. 1010049419560 - Date of death balance,
plus accrued interest.
1.778.01
9 Wachovia Bank - Money Market Account No. 1010080268987 - Date of death
balance, plus accrued interest.
15,087.82
TOTAL (Also enter on Line 5, Recapitulation)
52.079.24
(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)
Rev-1610 EX+ (6-98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Commonwealth Annuity Company (formerly 101.517.37 101.517.37
Scudder Gateway Annuities) - Contract No.
GN00115876. Beneficiary: David R. Hamlin, Son.
Date of death value.
2 Genworth Life and Annuity - Annuity Contract 3.690.14 3.690.14
No. 3848908 - Beneficiary: David R. Hamlin, Son.
Date of death value.
3 Nationwide Life and Annuity - Contract No. 5.334.31 5.334.31
00WSD03724. - Beneficiary: David R. Hamlin
Son. Date of death value.
4 Northwestern Mutual - Annuity Policy Nos. 30.882.32 30.882.32
4221019A; 5143570A; 5614836A;-6169205A.
Surrender of all four (4) policies was requested
prior to decedent's death.
Check for the proceeds was received January 16,
2007, after decedent's death in the amount of
$30,882.32.
5 Sun Life Assurance Company - Annuity Contract 38.564.90 38.564.90
No. 77-7700-908975 - Beneficiary: David R.
Hamlin, Son. Date of death value.
6 Wachovia Securities - Individual Retirement 61.982.62 61.982.62
Account - Account No. 257410900441680-
Beneficiary: Estate of Daniel R. Hamlin -
Date of death value.
Total of Continuation Schedule ee attached page
TOTAL (Also enter on Line 7, Recapitulation) 294.340.87
(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 G (Rev. 6-98)
Rev-1610 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
7 PNC Bank - Checking Account No. 5140095999. - 21.854.25 21.854.25
Joint with David R. Hamlin, Son as of November
3, 2006.
8 Wachovia Bank - Money Market Account No. 33.514.96 3.000.00 30.514.96
1010160024960. - Joint with David R. Hamlin, Son
as of November 24,2006.
TOTAL (Also enter on Line 7, Recapitulation) 294.340.87
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
REV-1161 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 5,280.64
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees JOHNSON, DUFFIE, STEWART & WEIDNER 4,000.00
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 310.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 328.46
TOTAL (Also enter on line 9, Recapitulation) 9,919.10
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev.1602 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Buckley's Flower Shop - New York Burial.
30.00
2
Cedar Lawn Cemetery - New York - burial charges
135.00
3
Daniel R. Hamlin - travel to New York for burial of ashes - Cedar Lawn - Cemetery -
300 Miles to NY - 300 back to PA @ 48.5 cents per mile.
Tolls paid - bridges and turnpike - $9.15
300.15
4
David R. Hamlin - reimbursement - funeral brunch - Pennsylvania Memorial Service
424.00
5
Parthemore Funeral Home - Cremation, death certificates and - Memorial Service
3.679.84
6
Peter Joyce - grave opening charges - New York
150.00
7
Ramada Inn - overnight stay for New York Burial, plus meals.
161.65
8
Reverend Noel Koestline - Funeral Service - New York
125.00
9
Yardley Monuments - Gravemarker
275.00
Subtotal
5.280.64
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1602 EX+ (6-98)
*'
SCHEDULE H-B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills - Cumberland County
310.00
Subtotal
310.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1602 EX + (6-98)
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Johnson, Duffie, Stewart & Weidner
4.000.00
Subtotal
4.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1602 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal - Legal Advertisement
75.00
2
Padden, Guerrini & Associates, P.C. - Conference regarding decedent's - 2006
Federal & State Income Tax.
85.00
3
Register of Wills - file Inventory & Inheritance Tax Return
30.00
4
Register of Wills - Short Certificate
4.00
5
The Patriot-News - Legal Advertisement
134.46
Subtotal
328.46
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rov-1612 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HAMLIN, DANIEL R.
FILE NUMBER
21-07 -00064
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Checks that cleared after death - PNC Bank - Account No. 5140095999 - Check No.
6068 - United States Treasury - 2006 Estimated Income Tax Payment - $405.00;
Check No. 6069 - Church of God Home - January charges - $13,059.00.
VALUE AT DATE
OF DEATH
13,464.00
2 Padden, Guerrini & Associates, P.C. - preparation of decedent's - 2006 Federal and
State Income Tax Returns.
466.48
3 West Shore EMS - transport charges not covered by insurance.
109.00
TOTAL (Also enter on Line 10, Recapitulation)
14,039.48
(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 1613 EX+ (9 00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
HAMLIN, DANIEL R.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07 -00064
RELATIONSHIP TO
DECEDENT
Do Not List Trust..lsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
DAVID R. HAMLIN
93 HALDEMAN AVE.
NEW CUMBERLAND, PA 17070
Son
Residue
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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)