HomeMy WebLinkAbout11-08-07
. .
..
....J
15056041125
REV -1500 EX (06-05)
PA Department of Revenue.
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
2 1 0 7
File Number
o 4 5 5
Date of Birth
15926 3 962
o 2 162 0 0 7
06071933
IBBOTSON
HARVEY
MI
J
Decedent's Last Name
Suffix
Decedent's First Name
(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
00 1. Original Retum
o 4. Limited Estate
00
o
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of
death after 12-12-82)
o 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
o 10. Spousal Poverty Credit (date of death 0 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 Daytime Telephone Number
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
ARLENE
GLENN
SIMOLIKE
2153359986
;',",
Firm Name (If Applicable)
."~ c:.:.)
'. ~
ARLENE GLENN
SIMOLIKE
REGISTER QElWlLLS USE"'ONL Y
:TJ -.....
";.t -"'
-'1 '."+
First line of address
I
C)
7 2 3 4
FRANKFORD
AVENUE
\J
_.'.",-
Second line of address
C,)
City or Post Office
State
ZIP Code
DATE FILED
PHILADELPHIA
P A
19135
Correspondent's e-mail address:asimolaw@aol.com
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is tru correct an complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG RE 0 ERS RE ONSIB F I
PHILADELPHIA
ADDRESS
7234 FRANKFORD AVENUE
PHILADELPHIA
PLEASE USE ORIGINAL FORM ONLY
PA 19135
Side 1
L
15056041125
15056041125
.-.J
-.J
15056042126
REV-1500 EX
Decedent's Name: HARVEY J. IBBOTSON
RECAPITULATION
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) 0 Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 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) . . . . . . . . . . . . . . . . . . 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.0 _
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
o . 0 0
15.
o . 0 0
16.
294237.76
17.
o . 0 0
18.
19. Tax Due
................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042126
, .
Decedent's Social Security Number
159263962
150000.00
66601.00
62791.11
6 7 1 8 6. 1 4
3 4 6 5 7 8. 2 5
4 9 5 6 4. 7 7
2 7 7 5. 7 2
5 2 3 4 O. 4 9
2 9 4 2 3 7. 7 6
O. 0 0
29423 7 . 7 6
o. 0 0
O. 0 0
35308.53
O. 0 0
35308.53
o
15056042126
--.J
REV-1500 EX Page 3
DeCedent's Complete Address:
DECEDENT'S NAME
V1ARV~Y J. IBBOTSON
STREET ADDRESS
445 LINDEN STREET
File Number
21 07 0455
CITY
MECHANICSBURG
I STATE
PA
r --
ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
35,308.53
Total Credits (A + 8 +C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + 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)
0.00
0.00
35,308.53
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
35,308.53
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: Yes No
a. retain the use or income of the property transferred; ...................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ................................................................................................ 0 00
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 00 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 00 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. ~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 exemDt 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.
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, HARVEY J. IBBOTSON, a resident of Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do make,
publish and declare this to be my LAST WILL AND TESTAMENT, hereby
revoking any and all Wills and Codicils previously made by me.
I
I declare that I am married to EDNA E. IBBOTSON.
II
I direct that all my just debts and funeral expenses shall be paid from my
residuary estate as soon as practicable after my decease.
III
I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the administration of my estate.
IV
I gIVe, devise and bequeath all my property, whether real or personal,
wherever situate, including any property over which I may have a power of
appointment to my wife, EDNA E. IBBOTSON, pursuant to the hereinafter
included Trust.
V
If my wife EDNA shall predecease or fail to survive me by thirty (30) days, I give,
devise and bequeath all of my property, whether real or personal, wherever situate including
any property over which I may have a power of appointment, to my brother, ROBERT
IBBOTSON, per stirpes.
VI
TRUST
I appoint my brother, ROBERT IBBOTSON, as Trustee of the property that I have
given to my wife, EDNA E. IBBOTSON.
A. During the lifetime of my wife EDNA, the Trustee shall apply all net income
and principal of the Trust Estate as follows:
1) The net income of the Trust shall be paid to or applied for the benefit of
my wife at such times and in such amounts as the Trustee shall in his
discretion deem necessary for her support, welfare and maintenance. In
the event that the income shall be insufficient to provide my wife with
adequate maintenance, support and welfare, the Trustee may invade the
principal of this Trust for this purpose.
2) The Trustee, in exercising his discretionary authority with respect to the
payment of income or principal of the Trust estate to my beneficiary,
shall take into consideration any income or other resources available to
my wife from sources outside of this Trust that may be known to the
Trustee. The determination of the Trustee with respect to the necessity
of making payments out of income or principal to my beneficiary shall
be conclusive on all persons howsoever interested in the Trust.
3) The Trustee shall accumulate and add to principal any net income of the
Trust not paid out in accordance with the discretion hereinabove
conferred on the Trustee.
B. Upon the death of my wife EDNA, the property remaining in the Trust shall be
distributed to my brother ROBERT IBBOTSON.
C. My wife EDNA, as beneficiary of this Trust, shall not have any right
to alienate, encumber, or hypothecate his interest in the principal or income of
the Trust in any manner, nor shall any interest be subject to claims of his
creditors or liable to attachment, execution or other process of law.
D. In order to carry out the purposes of this Trust established by this
Will, the Trustee, in addition to all other powers granted by this Will or by law,
shall have the following powers over the Trust estate, subject to any limitation
specified elsewhere in this Will:
1) To retain any property received by the Trustee estate for
as long as the Trustee considers it advisable.
2) To spend funds for the maintenance and repair of real
property .
3) To sell at public or private sale. exchange or lease for a
period of time any real or personal property and give
options for sale of the lease.
4)
To execute and deliver any deeds, leases, assignments
or other instruments as may be necessary to cany out the
provisions of this Trust.
,
5) To borrow money and to mortgage or pledge any real
or personal property.
6} The Trustee shall maintain accurate records and accounts
and shall render statements to my beneficiary hereunder
showing receipts and disbursements of principal and
income no less frequently than annually. The Trustee
shall serve without bond and shall receive fair and
reasonable compensation for administration of this Trust,
not to exceed five (5%) percent of annual income.
7) To distribute property in kind.
8) To do all other acts that are in his judgment necessary or
desirable for the proper management, investment and
distribution of the Trust estate.
VII
I nominate, constitute and appoint my brother, ROBERT IBBOTSON, as
Executor of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, HARVEY J. IBBOTSON, have set my hand to
this LAST WILL this / C day of % '::f ' 2002. _
0La-~JJI~
HARVEY tJ ~otSON
Signed, sealed, published and declared by the above-named HARVEY J.
IBBOTSON, as and for his Last Will and Testament, in the presenc of us, who,
at his request and in his presence, and in the presence of ea other, have
hereunto subscribed our names as witnesses.
,
./
f
~!7/-/!r""
ACKNOWLEDGEMENT
, COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
I, HARVEY J. IBBOTSON, 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 as my free and voluntary act for the purposes therein expressed.
Sworn or affIrmed to and acknowledged before me by HARVEY J. IBBOTSON,
Testator, this 10 Y" day of /))..t..r, , 2002.
{ \
'/{t::'l. l......._
Notary Public
)]}
( "A-'
..
. '"
~) })l.-(..L~\
. Notarial Sear
Dl~ne M. Smith, Notary Public
Mecha",cs~ur~ Boro. Cumberland County
My CommIsSIon Expires June 22, 2004
----.-.-.,--.
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We,#~r(r<E/.. 'f. wit L-f'l-7t'-..rit( and 7>~i{)A4 ~ L~ t '{/IN ,
the witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw Testator sign and execute the instrument as his LAST WILL, that
HARVEY J. IBBOTSON signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each of us iI1 e hearing
and sight of the Testator signed the Will as witnesses; and that to ..' e best of our
knowledge, the Testator was at the time 18 years f agiJ.-/ m~1lf sound mind
and under no constraint or undue influence., W ~
ss.
Notarial Seal
Diane M. Smith, Notary Public I
MechanicsburQ Boro. Cumbertand County I
My CommiSSion Expires June 22, 2004
AtA~(/H~/'
Sworn or affIrmed to and acknowledged before me
this /C/fI'day of /)'i:::t,/ ' 2002.
L:,u.... ) I i .<....,(>u..[;{-
, '\....--'" l'.-{,f:./ ~-. A!,
Notary Public
REV-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HARVEY J. IBBOTSON 21 07 0455
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real DrODertv which Is lolntlv-owned with riaht of survivorshiD must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
150,000.00
445 LINDEN STREET
MECHANICSBURG, PA 17050
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
150000.00
'."".: 'Ii
". . ,..
A. B. TYPE OF LOAN:
U:S~ DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.0FHA 2.DFmHA 3. lB]CONV. UNINS. 4.DVA 5. OCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 07 -377.A 047-32626Q.8
8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE INS CASE NUMBER
1023/F17.25% S~ .
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to 8nd by the settlement agent are shown.
Items marked 1POCj" were paid outside the Closing; they are shown here for informational purposes and af8 not included in the totals.
1.0 3/98 IMCCREARV.ROBERT.F.PF0I07.377.AJ9)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Robert F. McCreary, Jr. Harvey J. Ibbotson Estate Homecomings Financial, LLC
445 Linden Street 9 Sylvan Way, Suite 310
Mechanicsburg, PA 17050 Parsippany, NJ 07054
G. PROPERTY LOCA nON: H. SETTLEMENT AGENT: 25-1857112 I. SETTLEMENT DATE:
445 Linden Street Midstate Abstract Company
Mechanicsburg, PA 17050 June 27, 2007
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
2331 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORRO~ER'S TRANSACTION K. SUMMARY OF SELLER'S. TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 150,000.00 401. Contract Sales Price 150,000.00
102. Personal Property 402. Personal ProoertV
103. Settlement Charaes to Borrower (Line 1400) 11,224.45 403.
104. 404.
105. 405.
Adjustments For Items Paid Bv Seller in advance Adjustments For Items Paid Bv Seller in advance
106. CitvfTown Taxes to 406. CltvfTown Taxes to
107. County Taxes 06127107 to 01/01108 184.69 407. County Taxes 06/27107 to 01101/08 184.69
108. School Taxes 06/27/07 to 07101/07 14.19 408. School Taxes 06/27/07 to 07/01107 14.19
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 161,423.33 420. GROSS AMOUNT DUE TO SELLER 150,198.88
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosit or earnest money 1 000.00 501. Excess DeDosit (See Instructions'\-
202. Principal Amount of New Loan(s) 150000.00 502. Settlement Charaes to SellerCLine 140m 11,659.57
203. Existing loan(s) taken subiect to 503. Existina loanls\ laken subiect 10
204. Broker Credit 773.33 504. Payoff of first Mortgage
205. 505. Payoff of second Mortaaae
206. 506.
207. 507. (Deposit disb. as Droceeds\
208. 508.
209. Seller Assistance 9,000.00 509. Seller Assistance 9,000.00
Adjustments For Items Unosid Bv Seller Adiustments For Items Unoaid Bv Seller
210. CitvfTown Taxes to 510. CitvfTown Taxes to
211. County Taxes to 511. County Taxes to
212. School Taxes to 512. School Taxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518. Escrow for Inheritance Taxes to Reaaer & Adler P. 30,840.00
219. 519.
220. TOTAL PAID BY/FOR BORROWER 160,773.33 520. TOTAL REDUCTION AMOUNT DUE SELLER 51,499.57
100. CASH AT SETTLEMENT FROMfTO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
101. Gross Amount Due From Borrower (Line 120) 161 423.33 601. Gross Amount Due To Seller lLine 420) 150,198.88
~02. Less Amount Paid BvlFor Borrower (Line 220) ( 160,773.33) 602. Less Reductions Due Seller (Line 520) ( 51,499.57
J03. CASH ( X FROM)( TO) BORROWER 650.00 603. CASH ( X TO) ( FROM) SELLER 98,699.31
OMS NO 2502 0265 ...w~
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Bo"owe' ~ I~~
Robert F. McCreary. Jr. //,"
Selk!r Jinl/I _ ~I)! ~)
Harvey J. Ibbotson Estate / I. ,I /JA. 7
.---
L. SETTLEMENT CHARGES
700. TOTAl'COMMISSION Based on Price $ 150,000.00 @ 6.0000 % 9,000.00 PAID FROM PAID FROM
Division of Commission (line 700) as Follows: BORROWER'S SELLER'S
701. $ 4,525.00 to Coldwell Banker HSG FUNDS AT FUNDS AT
702. $ 4,475.00 to RE/MAX Realty Associates SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 9,000.00
704. to
BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Origination Fee % to
802. Loan Discount % to
803. Appraisal Fee to Chase Capital Funding 300.00
804. Credit Report to
805. Lender's Inspection Fee to
806. Flood Certification Fee to First American Flood Data Services POC: L $6.00
807. Tax Service Fee to First American Real Estate Tax Service POC: L $85.00
808. Broker 3.0% Orig. to Homecomings Financial, LLC 4,500.00
809. Broker Fee from HF to Chase Capital Funding POC: Lender $1702.50
810. Lender Loan Charge to Homecominas Financial, LLC 670.00
811. Broker Processing Fee to Chase Capital Funding 495.00
900. ITEMS REQUIRED BY lENDER TO BE PAID IN ADVANCE
901. Interest From 06/27/07 to 07/01/07 @ $ 29.794500/day ( 4 days "!oj 119.18
902. Mortaaae Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 years to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000 months $ 39.92 oer month 119.76
1002. Mortaaae Insurance months $ 160.00 Der month
1003. CityfTown Taxes months $ oer month
1004. County Taxes 5.000 months $ 29.29 Der month 146.45
1005. School Taxes 2.000 months @ $ 105.78 per month 211.56
1006. months $ Der month
1007. months I Der month
1008. Aaaregate Adjustment months $ oer month -302.78
1100. TITLE CHARGES
1101. Settlement or Closing Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Insurance Binder to
1105. Electronic Document Preo. to Midstate Abstract Comoany 50.00
1106. Closing Service Letter to Midstate Abstract Comoany 35.00
1107. Attorney's Fees to
(includes above item numbers: J
1108. Title Insurance to MIDSTATE ABSTRACT 1 108.75
(includes above item numbers.ll 02. 1103 & 1104 T
1109. Lender's Coverage $ 150,000.00
1110. Owner's Coverage $ 150,000.00 1,108.75
1111. Endorsements 100, 300, 8.1 to Midstate Abstract Company 150.00
1112. Notary Fee to Midstate Abstract Company. 10.00
1113. Notary Fee to Kathleen Corr 6.00
1114. Overnight Fees & Handling to Midstate Abstract Company 15.00
1115. Wire Transfer Fee to Midstate Abstract Company 10.00
1116. Transaction Fee to REIMAX Realty Associates 295.00
1117. Transaction Fee to Coldwell Banker HSG 195.00
1118. Deed Preparation to Homesale Settlement Services, Inc. 115.00
1200. GOVERNMENT RECORDtNG AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $ 103.00
1202. CitylCounty Tax/Stamos: Deed 1,500.00' Mortaage 1,500.00
1203. State Tax/Stamps: Deed 1,500.00; Mortoaoe 1,500.00
1204.
1205. July/Aua/Sept. Sewer to Hamoden Township Municioal Authority 128.53
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. Pest Inspection to Mike SheelY Home Insoections 60.00
1303. Home Warranty to American Home Shield 485.00
1304. 2007 CountyfTwp Taxes to Marie Huber. Treasurer 10-21-0285-080 358.57
1305. 2007 School Taxes to Marie Huber, Treasurer 10-21-0285-080 1,500.00
1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103 Section J and 502 Section K' - 11,224.45 11,659.57
roo nt / ,
...age~
By SIgning P'Y. 1 01 I/lIS Sial" ont. U,.. SIQIlalor... acknowledge re~"'P1 of .. completed oopy of page 2 01 Ihi' '- page '181erne ../
ltt.~ /
Midstate Abstract Com)r.mY
Settlement Agent
Certified to be a true copy.
REV-1503 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
HARVEY J. IBBOTSON
FILE NUMBER
21 07 0455
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. DOMINION RESOURCES 8,656.00
(D) 100 SHARES @86.56
2. METLlFE POLICYHOLDER TRUST 1,297.00
(MET) 20 SHARES @64.85
3. PPL 1,852.50
(PPL) 50 SHARES @37.05
4. FPL GROUP INC. 7,944.00
(FFG) 200 SHARES @39.72
5. RELIANT RESOURCES INC. 2,537.12
(RRI) 157 SHARES @16.16
6. ALLIED IRISH BANKS 29,446.56
(AIB) 468 SHARES @62.92
7. FIRST ENERGY CORP. 1,009.12
(FE) 16 SHARES @63.07
8. PEPCO HOLDINGS INC. 6,050.25
(POM) 225 SHARES @26.89
9. PRUDENTIAL FINANCIAL 3,792.91
(PRU) 41 SHARES @92.51
10. CENTER POINT ENERGY 3,632.00
(CNP) 200 SHARES @18.16
11. U.S. SAVINGS BONDS 383.54
TOTAL (Also enter on line 2. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
66 601.00
1::=
o e:-
c..o
cp-
~ ai
~E:
o Q)
1: .~
cpt)
><(
c
~
~
I
~
~
,....,....
00
00
NN
NN
NO
23
~
S "
0" " " LO
Z a.
>.
-
't:
Q):J ~~~~
n;1VSoooo
~O::E<<I~~~~
... _00'l0'l0'l......
og~ 0000
-OU:
C';::
-t: a.. en
Q..Q)e!
.- CIl CIl
U-__
r:::: <<I
=0
><
CIl
Z
........................
0000
0000
~~~~
MMMM
0000
(fl.(fl.(fl.(fl.
"OOOM
Q;LOLOI()O'l
>=LriLriLriN
...o~~ ~
CIl 0..... 0 0 0
_0000
<<I~~~~
D::'It'lt'ltM
NNNCO
...- ...-' ..- ~
CIlO'lO'lO'lCO
:J...............N
..... ..... .....
<<I~
>
NNNCO
...- or- ...- ...-
UiO'laiai.....
CIlCOCOco
lii~
-
.5
0000
0000
CIl000Lri
UI()I()LON
'i: ~
D.
OOOLO
~.!~~~g
II) <<I...............N
.!!00i0ia;;:::
0000
...
.QCIlWWWW
EWWWW
COO'lOO
:J"lt"ltLOCO
Z;;:;;:;;:LO
iiOOO~
.- MMM"lt
...........-.....('\1
.! CO CO CO .....
VI N N N CO
OUU...J
Eggg~
0...-..........
r::::~
CIl
o
II)
.~WWWW
CIlWWWW
en
(/)
"0
C
o
CO
O.....NM"lt
Z
~
M
CO
M
Q)~
:J
ii
>
.....
Q)
Cl
ro
a..
''It
LO
cO
_0
II)N
CIl~
...
CIl
-
r::::
~:2
::10
~~C:CIl
c: 1ll.2 1ii
m >. 1ii '0
..clnu'C
-Ul-6C1l
CIl.- CIl Cl
>. '0 c:
O.8c ~~
z 'C~
l{l~ 5 ~
.c-uo
'C:E~'C
53.!.~
..c Ul
'0 ,~8.~
c: _ ltl '-
.8z~J2~
::I:OQ..'C-
::I: _~.s
c: - ~ ::I '-
m ~ ,-~.2
'-e.l!lo.5.
J2 >..!f e .l!l
~~.s CIlltl
Cl,-c:~'C
C:J2~xm
~ CIl I .!!l C:o
u - (')
><~m~~
W:::Ul U
Ul W CIl EO"c
m_'CeQ.
~~-5'C~
'0 - c: C:.-
C:O'-mCll
.8z'C ..c
Ulc:OUl
, .- mO)'-
~-gS;~]
o.8O)~-
"-m'C
'>.::IC
c:Wmfii.8
-Z::E.,
'0 . '- '-*
CIl CIlCll...
.c ~~c:
Ul mmm
_C\1 ... ..... '- '-
UUlOOO
Ule!c:c:-
m CIl.-.- '0
~:5~~~
'CCl::l::lC:
C:c:UlUlm
.8 .- .~ .~ .c
,EUlUl~
_m~mw
UCll...~
.owwo
C:ww c:
'0 '- '-~
c:ooCll
m_-.c
'CUlUlUl
CIlCllCllm
5 .~ 'C ()
<C(J)~l{l
:!Emm~
.~ .~ .~ '0
'C'C'CC:
c:c:c:.8
.8.8.8_
t' __
<(In" .
:!EQ...
o
o
o
Lri
......
CIl.....
u~
't:
D.
u;
"ffi
~
I
-"
cr::::'It
Q) 0
i!:m
.....
"
~
C
::::>
REV-1508 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HARVEY J. IBBOTSON
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 07 0455
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. COUNTY & SCHOOL TAX CREDIT @ SETTLEMENT 198.88
2. 2002 MERCURY MOUNTAINEER 10,415.00
3. PNC 24,158.83
CHECKING ACCT. 51-4024-4587
4. PNC 18,267.12
MM ACCT. 51-3017-3842
5. UROLOGY OF CENTRAL PA 9.98
REFUND
6. PATRIOT NEWS 103.10
REFUND
7. VERIZON 25.29
REFUND
8. CONNECT AMERICA 329.45
REFUND
9. ERIE INSURANCE 151.00
CAR INSURANCE REFUND
10. ERIE INSURANCE 13.00
HO INSURANCE REFUND
11. PENSION (K-MART) 6,000.00
DEATH BENEFIT
12. SOCIAL SECURITY CHECK 1,166.00
JANUARY 2007
13. K-MART PENSION 1,953.46
JANUARY 2007
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
62,791.11
REV-1510 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HARVEY J. IBBOTSON
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 07 0455
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.
DESCRIPTION OF PROPERTY
ITEM INQ.UDE THE NAME Of THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE Of TRANSFER ATTACH A COPY Of THE DEED FOR REAl. ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. LINCOLN FINANCIAL ANNUITY 10,843.59 100. 10,843.59
#EN5368458
BENEFICIARY - ESTATE
2. KNIGHTS OF COLUMBUS 56,342.55 100. 56,342.55
ANNUITY #2697935
BENEFICIARY - ROBERT IBBOTSON
TOTAL (Also enter on line 7 Recapitulation) $ 67186.14
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HARVEY J. IBBOTSON
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 07 0455
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME - FUNERAL SERVICES 11,371.43
2. DAVENPORTS ITALIAN OVEN - FUNERAL LUNCHEON 737.81
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Atlomey Fees ARLENE GLENN SIMOLlKE 13,863.13
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS 404.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees
7. REGISTER OF WILLS - COMMISSION 35.00
8. COLDWELL BANKER HSG - COMMISSION 4,525.00
9. REMAX REALTY ASSOC. - COMMISSION 4,475.00
10. MIDLAND ABSTRACT CO. - NOTARY FEE 6.00
11. COLDWELL BANKER HSG - TRANSACTION FEE 195.00
12. HOMESALE SETTLEMENT SERVICES, INC. - DEED PREPARATION 115.00
13. STATE & COUNTY TRANSFER TAX 1,500.00
14. MARIE HUBER, TREASURER - 2007 COUNTYITOWNSHIP TAXES 358.57
15. AMERICAN HOME SHIELD - HOME WARRANTY 485.00
16. SELLER ASSIST 9,000.00
17. BRUCE K. MASHTARE CONTRACTING & CONSTRUCTION - HOUSE CLEANOUT
AND REPAIRS 1,190.00
TOTAL (Also enter on line 9, Recapitulation) $ 49.564.77
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
. .
HARVEY J.IBBOTSON
Decedent's Name
Page 1
21 07 0455
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
18.
19.
20.
21.
ROTO ROOTER - REPAIRS
DHL EXPRESS MAIL
EXECUTOR'S TRAVEL COSTS TO MECHANICSBURG
MISC. COPIES. POSTAGE & FAXES
1,042.70
15.74
198.12
47.27
SUBTOTAL SCHEDULE H.B7
1,303.83
REV-1512 EX + (12-03)
c
'*'
SCHEDULE.
DEBTS OF DECEDENT I
MORTGAGE LIABILITIES, & LIENS
. . COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HARVEY J. IBBOTSON
FILE NUMBER
21 07 0455
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death. including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. COMCAST 86.28
2. UNITED WATER PA 87.73
3. CHASE CREDIT CARD 412.28
# 4266851012061013
4. SHIPLEY ENERGY 829.80
5. VERIZON 83.64
6. DEPT. OF VETERANS AFFAIRS 142.00
7. CITI CARDS 53.00
# 5424180476159105
8. PPL ELECTRIC UTILITIES 166.89
9. AETNA LIFE iNSURANCE COMPANY 133.15
10. KILMORE EYE ASSOCIATES 11 .42
11. PATRIOT NEWS 78.00
12. US TREASURY 503.00
2006 TAXES
13. JANET GREEN SAYRE 60.00
GRASS CUTTING
14. HAMPDEN TOWNSHIP 128.53
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2.775.72
"'-:'''".'w
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HARVEY J IBBOTSON
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OFESTATE
1. TAXABLE DISTRIBUTIONS pndude outright s~usal distributions, and transfers under
Sec. 9116 (a)(1. lJ
1. ROBERT IBBOTSON Sibling 294,237.76
2823 RAWLE STREET
PHILADELPHIA, PA 19149
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. NONE 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. NONE 0.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
FilE NUMBER
21 07 0455
(If more space is needed, insert additional sheets of the same size)