HomeMy WebLinkAbout01-11-08 (2)
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15056051058
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
21 07
0742
Date of Birth
124-14-3935
July 31,2007
March 5, 1926
Decedent's Last Name
Suffix
Decedent's First Name
MI
Hans
Alice
L.
(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
fa:: 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy oITrust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
8. Total Number of Safe Deposit Boxes
4. Limited Estate
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:
Narne Daytime Telephone Number
Andrew C. Sheely, Esquire
717-697-7050
Firm Name (If Applicable)
Andrew C. Sheely, Attorney at Law
REGISTER OF WILLS USE ONLY
First line of address
127 South Market Street
Second line of address
P.O. Box 95
c-.
.-:J
7055
City or Post Office
Mechanicsburg
State
ZIP Code
:-0
"
Correspondent's e-mail addreSS:.andrewc.sheely@verizon.net
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':;)
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knoWjelJge ana ti~lief;;'
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has arTYKnowledge.
SI::ATU2f;lu~~~ R u__ii!j;~T;g
,IInnRFSS
Edward G. Hans, Executor, 4 South West Avenue, Shiremanstown,PA 17011
~SI11:;;/JE R T~AN ~E__ __ _ ____/ / If J-O...%._nATF
1~~<:. '--f-I-L/ ~
Andrew C. Sheely, quire, 127 South Market Street, P.O. Box 95, Mechanicsburg, PA 17055
- PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
--.J
.-J
15056052059
REV-1500 EX
Decedent's Name:
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) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13 Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
124-14-3935
Decedent's Social Security Number
345,857.46
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers unciar C::ec. 9116
(a)(1.2) X .0
16. Amount of Line 14 t.,vqble
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
345,857.46
19. TAX DUE. . . . . . . . . . . . . . . . . . .. .. . ....... . . . . . .. . . . . . . . . . . . . . . . . .. .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
e
0~ L
=---
15056052059
Side 2
15.
16.
17.
18.
15056052059
208,391.63
146,867.70
355,259.33
8,894.98
506.89
9,401.87
345,857.46
15,563.58
15,563.58
.-J
REV-1500 EX Page 3
0742
DECEDENT'S SOCIAL SECURITY NUMBER
124-14-3935
Decedent's Complete Address:
DECEDENT'S NAME
Hans, Alice L.
STREET ADDRESS-.-----.~-- -------~--
325 Wesley Drive
--
CITY
Mechanicsburg
I STATEpA
I ZIP
17055
,
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
15,563.58
14,500.00
763.13-
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2)
15,263.13
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(5)
(SA)
(58)
300.45
A. Enter the interest on the tax due.
300.45
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 [K]
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [K]
c. retain a reversionary interest; or.......................................................................................................................... 0 [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [K]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [K]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ !KJ 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. 99116 (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 exempt 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. 99116(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.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HANS EDWARD G
4 SOUTH WEST AVENUE
SHIREMANSTOWN, PA 17011
_h_ un fold
[ESTATE INFORMATION: SSN: 124-14-3935
I FILE NUMBER: 2107-0742
~.
I
I DECEDENT NAME: HANS ALICE L
I
~ DATE OF PAYMENT: 10/30/2007
I POSTMARK DATE: 10/29/2007
COUNTY: CUMBERLAND
[DATE OF DEATH: 07/31/2007
NO. CD 008881
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
I 101 I $14,500.00
I
-
!
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RECEIPT MAILED TO ATTY
CHECK# 0093
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
$14,500.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1503 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice L. Hans
FILE NUMBER
21-07-0742
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. Commerce Bank Checking Account #82003203 - date of death balance 15,71597
2. Bethany Village apartment rent refund 97,327.00
3. Wells Fargo - cash account from investment account #30315188 87,24865
4. 2000 Buick Regal 3,60000
5. Personal property of Decedent 4,500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
208,391.63
Commerce
"Bank
Commerce Bank/Harrisburg N.A.
P.O BOX 4999
Harrisburg, Pennsylvania 17111-0999
1-888-937-0004
0184021NYl NOO000402
ALICE HANS
EDWARD J HANS
325 WESLEY DR APT 3132
MECHANICSBURG PA 17055
We're here 7 days a week, 24 hours a day oJ 1-888-937-0004.
50 PLUS CHECKING
0082003203
Statement Balance as oj 07i09107
Plus 3 .Deposits and Other Credits
Less 5 Checks and Other Debits
Statement Balance as of 08/09/07
S-i5,553.ii
$1,308.33
$16,899.68
$1.76
Transactions By Date
1599
07124
Debit Credit Balance
$22.73 $15,570.38
$222.57 $15,792.95
$66.48 $15,726.47
$10.50 $15,715.97
. ......J
$1,084.00 $16,799.97
$15,715.97 $1,084.00
$1,084.00 $0.00
$1.76 $1.76
,------_._--- - ______~_.m --- _.._~_._--
Number Date Amount
E 1601 07/27 $10.50 E
Date Description
07/11/07 AC-VERlZON ARC -CHECK PYMT
CK-000000000001599
07/19/07 DEPOSIT
07/24/07 AC-RETAIL SERVICES2-CHECKPAYMT
CK-000000000001600
07127/07 AC-PATRIOT NEWS -CHECK PYMT
CK-00000OO00001601
08/03/07 AC-US TREASURY 303 -SOC SEC
08/06/07 BANK DEBIT
08/08/07 AC-US TREASURY 303 -REVERSAL
08/09/07 INTEREST PAYMENT
Check Transactions
$22.73
Number
E 16!!!!
Date
Amount
Number
Date
Amount
07/11
$66.48
Items denoted with an "E" are electronic entries and will not have a check image.
Interest Summary
Beginning Interest Rate
Number of Days in UlisStatement Period
Interest Earned this statement Period
Annual Percentage Yield Eamed this statement Period (APY)
Interest Paid Year to Date
0.15%
31
$1.76
0.15%
$22.78
COMMERCE BANK OFFERS STUDENT LOAN ASSISTANCE
THROUGH CAMPUS DOOR. VISIT US AT COMMERCEPC.COM AND
CLICK ON PERSONAL BANKING/CONSUMER LOANS/EDUCATION.
012
Cycle
Page 1 of 2
!!ihtfoot, Stephanie (BV)
From:
Sent:
To:
Cc:
Subject:
Cartwright, Michelle (AComm)
Monday, August 06, 2007 10:27 AM
Valvo, Kimberly (BV); Jackson, Gregory (AComm)
Lightfoot, Stephanie (BV)
RE: refund
Importance:
High
'T'l-_ __.1.'_
Check Number:
0000137194
Asbury Communities, Inc.
Check Date
11/08/2007
To: Estate of Alice Hans
28865
Invoice Number
Date
Description
Amount
Discount
Paid Amount
10/31/07
11/05/2007
Entrance Fee Refund
$97,327.00
$.00
$97,327.00
1.1
\ I.
\. ,
....,
!
$97,327.00
$97,327.00
$.00
-- ------"--,,---_..__.-- .
-------- --- -----
. - -- --- -~ ----
---nen)'Oua'voICerrfall-rng1:fttlfr1{fAliterfans,urefuncfra-CourfresIdentwho passed away in the hospital). I believe Stephanie
requested the information from your office last week.
Her son Ed called this morning - he will need that number for her attorney today - if possible.
I'm not sure if you emailed Stephanie the figure - if so, I cannot access her ,amaH and she will be in an appointment most of
the morning. fJ }".Oi '. I ./l. . - +/
v 1:;7 -NI flY t"'ti ( ) V/" j" /C..!
I'd like to call Ed as soon as possible.
Thank you for your help!
Kim
,-
.-7 J
I 1./..7 -:)c:o
~__..~ ,t""O
t c
Kim Valvo
Marketing Coordinator
Bethany Village
325 Wesley Drive
Mechanicsburg, P A 17055
(717) 591-8072 (P)
(717) 766-0870 (f)
5 7 /'
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Alice L. Hans
FILE NUMBER
21-07-0742
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 INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO OECEOENT AND DATE OF DEATH % OF DECD'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 Well Fargo IRA - Account #61960497 Date of death value 99,213.75 100% 99,2137
2, Sovereign Bank IRA-Account 1688229184 date of death value 47,653.95 100% 47,653.9
TOTAL (Also enter on line 7 Recapitulation) $ 146,867.7
5
5
o
(If more space is needed, insert additional sheets of the same size)
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MAR-18-2005 FRI 09:48 PM
>()V~Rf 1€rN 61f~K A LItE
CIJ Vbt-uR- UA..A)
Page: 1 D~~~_nt Name: untitled
FAX NO.
!-III N5) e .sfa>f:e-
P. 01/01
, DDHIST
Time Deposit Display History
6017
01/01/08
ACct 1688229184
Alpha key HANS.At..01 Request ALLTRANS
07/12/07 Orig/Rerun ORIGINAL Ck seg Dbr
8315763 Ck pymt dt 07/15/07 Ck amt
0.00
CK # HIST
Trans date
Ck Dbr
FTW
19200346
222.57
DISB PYMT Trans date 01/13/01 Pymt date 01/15/07 Arnt 222.5?
Disb method. 2CV 41,448.71
IN'!' PYMT Tran~ date 07/31/07 rYmt date 07/31/07 Amt 205.18
Lev:: 47,653.95J
INT PYMT Trans date 08/31/07 Pymt date 08/31/07 AXDt 205.61
CV 47,859.56
There is additional
COMMAND --->
'P2-Retrieve
F1=Back~ard F8~Forward
Trans date 09/19/07 Last cont
Eff date 09/19/07
TDDHISTRBQ TDDMAIN TDDINT TDCMISC TDDHISTMOmn!
information before and after this page. - GN20000I03
09/19/07 CUstomer Initiated 1
ACCTCHG
F3=Exit
F4sCRFwindow
P6-Toggle
t SmereJgn Bank
Sue Crossland
Per$Onal Banking Representative
Mail Code: PAI-CBO-0168
798 East Simpson Street
MecManiCSburg, PA 17055
phone I 717,697.8279
fax I 717.795.8479
!Oll free I 877.SOY.8ANI(
scl'05lla@SOIItreilflbank,com
~
Date: 1/2/2008 Time: 2:11:23 PM
REV-1511 EX+ (12-99)*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
r ART ESTATE OF
~ Alice L. Hans
FILE NUMBER
21-07 -07 42
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Neill Funeral Home
6,181.22
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Edward G. Hans, Executor
000
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 4 South West Street
City Shiremanstown
_ State PA
Zip 17055
Year(s) Commission Paid:
2.
Attorney Fees
1,62500
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Postage
8. Filing Fees for Inhieritance Tax Return
9. Reserves to conclude administration of Estate
365.00
84.80
23.96
15.00
600 00
~"
Iilaset Entire Form
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the
8,894.98
PRINT FORM
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17G13
HANS ALICE L
Estate File No. :
Paid By Remarks:
2007-00742
MOLLY K HANS
AJW
Receipt Date:
Receipt Time:
Receipt No.:
8/06/2007
15:00:10
1049435
------------------------ Receipt Distribution ------------------------
Fee/Tax Description
PETITION LTRS TEST
SHORT CERTIFICATE
WILL
RENUNCIATION
JCP FEE
AUTOMATION FEE
Check# 244
Total Received.........
Payment Amount
310.00
20.00
15.00
5.00
10.00
5.00
----------------
$365.00
$365.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
REV-1512 EX+ (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.ART F~TATF OF
Alice L. Hans
~
FII F NIIMRFR
21-07-0742
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.
Medical Expenses
20.00
2.
Automobile - final inspection due
280.03
3.
Telephone - final bill
14.45
4.
Final apartment rental charge
192.41
Beset Entire Form
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the
506.89
PRINT F
,~EV-151J E:X+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice L Hans
FILE NUMBER
21-07-0742
-
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Janice T. Hans, 8 South George Street, Mechanicsburg, PA 17055 daughter 1/6 of rest, remainder
2. Alyce H. Forsman, 2 Walnut Street, Shiremanstown, PA 17011 daughter 1/6 of rest, remainder
3. Cindy H. Smyser, 1407 Harcourt Drive, Harrisburg, PA 17110 daughter 1/6 of rest, remainder
4. Edward G. Hans, 4 South West Avenue, Shiremanstown, PA 17011 son 1/6 of rest remainder
5. Christopher E. Hans, 2826 Merion Road, Camp Hill, PA 17011 son 1/6 of rest, remainder
6. Peter E. Hans, 140 North 26th Street, Camp Hill, PA 17011 son 1/6 of rest, remainder
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 JI- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
ALICE L. HANS
I, ALICE L. HANS, of 5210 Cobblestone Drive,
Mechanicsburg, (Lower Allen Township), Cumberland County,
Pennsylvania, make, publish and declare this as and for my Last Will and
T estaInent, hereby revoking all other Wills and Codicils heretofore Inade
by Ine.
FIRST: I direct that all inheritance, estate, transfer, succession
and death taxes, as well as Iny just debts and funeral expenses, of any kind
whatsoever, which may be payable by reason of my death, shall be paid
out of the principal of my estate as the same can conveniently be done.
SECOND: I give, 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 appointInent and
together with any insurance policies thereon, as follows:
(a) One Sixth (1/6) thereof unto my daughter, JANICE T.
HANS, of Camp Hill, Pennsylvania, provided that should JANICE T.
HANS predecease me, I give and bequeath her share unto my surviving
children as named herein, share and share alike; and
(b) One Sixth (1/6) thereof unto Iny daughter, ALYCE H.
FORSMAN, of Shiremanstown, Pennsylvania, provided that should
ALYCE H. FORSMAN predecease me, I give and bequeath her share
unto lny surviving children as nalned herein, share and share alike~ and
(c) One Sixth (1/6) thereof unto my daughter, LUCINDA H.
SMYSER, of Harrisburg, Pennsylvania, provided that should LUCINDA
H. SMYSER predecease me, I give and bequeath her share unto lny
surviving children as named herein, share and share alike~ and
(d) One Sixth (1/6) thereof unto my son, EDWARD G.
HANS, of Matthews, North Carolina, provided that should EDWARD G.
HANS predecease me, I give and bequeath his share unto my surviving
children as named herein, share and share alike~ and
(e) One Sixth (1/6) thereof unto my son, CHRISTOPHER E.
HANS, of Mt. Gretna, Pennsylvania, provided that should CHRISTO-
PHER E. HANS predecease me, I give and bequeath his share unto ll1Y
surviving children as named herein, share and share alike~ and
(f) One Sixth (1/6) thereof unto my son, PETER E. HANS, of
New Cumberland, Pennsylvania, provided that should PETER E. HANS
predecease me, I give and bequeath his share unto surviving children as
nalned herein, share and share alike.
THIRD: In addition to all powers granted to theln by law and
\ by other provisions of this Will, I give the fiduciaries acting hereunder the
following powers, applicable to all 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 tilne, any real or personal property and to give options for sales, ex-
2
~
\
changes or leases, for such prices and upon such terms (including credit,
vvith or vvithout 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.
(B) To partition, subdivide, or iInprove real estate and to
enter into agreements concerning the partition, subdivision, improvelnent,
zoning or management of real estate and to impose or extinguish restric-
tions on real estate.
(C) To comprOlnise 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,
conunon trust funds and Inortgage investment funds, vvithout restriction to
investments authorized for Pennsylvania fiduciaries, as are deemed proper,
vvithout 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
incOlne, gift and estate or inheritance tax laws.
(G) To make distributions to my herein named beneficiaries
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
3
improve any property held under nlY will, and for investment purposes.
(I) To select a mode of payment under any qualified retire-
ment plan (pension plan, profit sharing plan, employee stock uwnership
plan, or any other type of qualified plan) to the extent provided for by the
plan or the law.
FOURTH: I nominate and appoint my sons, EDWARD
G. HANS and PETER E. HANS, Co-Executors, of this, my Last Will and
Testament. I direct that my Co-Executors shall not be required to post
security or a bond for the performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, nlY Last Will and Testalnent, this 1/7;{ day of July, 2003.
~~./ ~ /~
ALICE L. HANS
(S EAL)
Signed, sealed, published and declared by the above-nanled Testa-
trix 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.
9tJ7 kr/3tatJt!. . /l1tJLhot7//-.;/Juy 4
Address 11~5 Name
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Name
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Address
4