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Home My WebLink About04-28-08 ~ 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 INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 8 File Number 00134 Date of Birth 196264039 02012008 01191936 HADFIELD RICHARD MI L 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 Spollse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1m 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required (date of death after 12-12-82) 1m 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit ~date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31-91 and -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 JAMES M ROBINSON 71724~9688 "-, t.~ c..::) co Firm Name (If Applicable) TURO LAW OFFICES 28 SOUTH PITT STREET REGIST~~LS ui& ONLY. ;f-~ ....:> ~ :::0 c "7Cn N ~_ -_-~ I:n ~~ CO _~I :~: ~-.5 9, :e~ :.E: \.0 -x ---1 ]1 c^' DATE FILED 0 First line of address Second line of address CARLISLE State PA ZIP Code 17013 City 4)r Post Office Correspondent's e-mail address: j rob ins 0 n @ t u r 0 1 a w . com 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, rect and complete. Dee! tion of preparer other than the personal representative is based on all information of which preparer has any knoWledge. ' SIGN RE OF PERSON PONS I E 0 ING RET N DATE Valerie A. Rasnake James M Robinson 17013 Side 1 L 15056041147 15056041147 ---.J ~ 15056042148 REV-1500 EX Decedent's Name: HADFIELD, RICHARD LEE 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)................ 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)....................................................................... 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, 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 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 17,857.61 16. 17. 18. 19. Tax Due..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 Decedent's Social Security Number 196264039 5. 30,634.19 8. 30,634.19 9,658.40 3,118.18 12,776.58 17,857.61 17,857.61 803.59 803.59 D 15056042148 ~ REV-1500 EX Page 3 Decedent's Complete Address: , N Hadfield, Richard lee STREET ADDRESS 261 E Street File Number 21 - 08 - 00134 CITY PA ----'z~--- __u_ 17013 Carlisle i STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 803.59 40.18 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 40 . 1 8 TotallnteresUPenalty (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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 0.00 763.41 763.41 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 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?................................................................................................................... ... No !Xl Cu.J Ixi L.---' [!] I~ (j] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... I x : 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................. ..................... .......... ................................ ..................................... !.!J 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 elates 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. 99116 (a) (1.1) (Ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for d!isclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For elates 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. 99116 1.2) [72 P.S. 99116 (a) (1)]. The Itax 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. 99116 (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. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT ~IL.E NUMSERu------- 121 - 08 - 00134 ._______---L_ ...____._.__....________. ESTATE OF Hadfield, Richard Lee 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 VALUE AT DATE OF DEATH 1 M & T Bank 4,906.23 2 Orrstown Bank 8.094.86 3 Commerce Bank - Checking Acct. No. 0513320788 1,633.10 4 2006 Dodge Dakota Truck - at sale price 16,000.00 TOTAL (Also enter on Line 5, Recapitulation) 30,634.19 . 1 SCI-EDlI..E H FlN:RAL. EXPENSES & AI:lVINSTRAl1VE COS1S COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I --.-.--.-.---.--,--.,.-.----.~--...--~~-L~~___. ___ ~ ___ ___~_ ______....___ ___ I FILE NUMBER :STATE _~~_ Ha~field, Ri~~~~,:-e=---_~_ ~~~--~-~---~~-~___~?1--= 08 -001 ~~_ _.._~_ Debts of decedent must be reported on Schedule I. _._---...-..__._-~.._~-----~---_. ITEM NUMBER! FUNERAL EXPENSES: -------. ---~--~---_. -~-_._-_._._-~.._- A. 1 Hoffman-Roth Funeral Home DESCRIPTION AMOUNT 3,538.48 2 Carlisle Moose Family Center - Post-Memorial Service Gathering 509.25 3 L & D Catering Inc. - Post-Memorial Service Food 3,430.05 4 George's Flowers 112.63 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Attorney's Fees Turo Law Offices State Zip 2. 1,531.71 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills Cumberland Law Journal The Sentinel - Legal State Zip 202.00 75.00 199.92 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs A.C. Moore - Frames for Memorial Board 59.36 TOTAL (Also enter on line 9, Recapitulation) 9,658.40 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT , ~'''=~-~-,c~=~,~,==~_~ I FILENU~MBER~'~--=='~C=c =~= __~ ... __[~~-=_0~~~~34 ~__ ~__~m_~__ _ ~____ ESTATE OF Hadfield, Richard Lee Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 UGI 101.25 2 Kinetic Imaging 131.78 3 PPL Electric Utilities 47.90 4 Verizon Wireless 92.27 5 Spring Road Family Practice 210.79 6 The Computer Barn 102.03 7 U.S. Treasury - 2007 Income Taxes 2,134.00 8 Capital Tax Collection Bureau - 2007 Local Income Taxes 68.00 9 Carlisle Cardiology Associates 20.66 10 Carlisle Regional Medical Center 204.80 11 Alexander Spasic, M.D. 4.70 TOTAL (Also enter on Line 10, Recapitulation) 3,118.18 Jad ur anil . epfnnumf 01 RICHARD LEE HADFIELD !, Richard Lee Hadfield, of Newville. Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me, FIRST -r~ 'Jyt!. I\ (,;/Yi\iH I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or ;, ) . ~ p renew and pay as they become due and payable. If I do not own a burial plot or a grave ~'lt/.11 marker at the time of my death, I authorize my personal representative, in his, her or its '~.\ r>'\fJt-:f" '{'II I~ . " ,\ ,: sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and ; ~.iJlo{r to expend sums from my estate for this pUipose, rr),\ " /'1;:- J , " \t;r ~\l r'lX Ji...., J,~l}-" SECOND ' ll:'P' IJ.Y ri'~ ~i' \ I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatever nature and wheresoever situate to my beloved children, Matthew L. Hadfield, J. Luke Hadfield, and Valerie A. Rasnake, share and share alike, per stirpes, providing that they survive me by sixty (60) days. " i"J /\ . 1:/.' .- /') . /, r ' '/' /"'.7 ~./ '. . /-,./ \ :L-/ V/..~ " <~.... .:;..4.'c""? I .' 11. ./-.. ....-;;.1/(/1;,41.. //~~ot"!7' \. .... .// ~V. "j .. /' THIRD My executor is authorized and empowered to exercise from time to time in his, her or its sole discretion and without prior authority from any Court, in respect of any property forming part of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon trustees or executors and the testator intends that such powers be construed in the broadest possible manner. FOURTH I nominate, constitute and appoint my daughter, Valerie A. Rasnake, of Joppa, Maryland, Executrix of this my Last Will and Testament.' In the event Valerie A. Rasnake is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint Earl Rothermel, of Blandon, Pennsylvania, to serve instead. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. FIFTH I hereby declare it to be my expressed desire that my personal representative employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advise and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and .0 I '(~- j'--, Testament this ,:>!', of \Lu,Ltf ' 2001. ~'/' --, .~,/,,/ _ 4 - - " \ i ,I / -./ . 1._, / .I /' '-..1 '/' ~"T'," , -'~---- -- -- "--" // " .,.11) . I '---I .-(:"./ ,'",.! // -' .. '"1,/ ;........... :; '.'l r _ j /_ (.... ,; , /1 ~7~~-". ,^-~~{-~./4i_y:-/J fir:., /-11: ([(,f: -<t.(:-{:j --.... /~- '?(;.?2"c::;. t. (y,-, 'I.. r,.' ....._' , ./1'.ttness Richard Lee Hadfield / /' /i . ! ' 1 - ICCttt t. L, \1- \~. tLJl WU.L~ Witness ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND I, Richard Lee Hadfield, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to the 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. :-), / . Iii Li' t" 1 1"',1, i\, ,; I ,', /' ... /\ '..,v' I La/~'c.}{ ,//....')Ji..~ . , Richard Lee Hadfield ), " .')/., I '/ ';J/ /" / v: 'j" <c" i,i., __ ',' '7 " /' ,.(j:](y' C",;, .l,~.-' .t L1.;."!/ ,. I I Sworn or affirmed and acknowledged before me by Richard Lee HadfileQ', the z/ ,/ . Testator, this .3;/'2.caay ofJ,~ tf/ ,2001, / Notarial Seal Robert J, Mulderig, Notary Public Carlisle Boro, Cumberland County My Commission Expires Nov. 13, 2004 ------......."'....------- AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND We .\. ,,- i? ,,-,,, 1 ,J-;. and ~ t" f' ,i'll... ..;-.....).(.... il'li,...,I...~.ii-, the wl'tnesses ' i;~;u~~_,i_i'~ ".-_' {;\.j(A.__," t "'~~ ~:'~"~'J-'~ \. _ f '-_,- whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw Testator sign and execute the 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 subscribing witness in the hearing and sight of the Testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. -'--~"" /---,. /' ,./,,/ 1'; fee ~_Lt tl. tin-/- (': I ,r" . n 1,., Iv.>L ".A."i.(L~i;< Sworn or affirmed and subscribed before me by 6(lLC(! f- VUU.C f'L and ILtltL~ (V\.~;\CiVl{jU( this ;)IU- day of dLCLL/ ,2001. J Notarial Seal Robert J. Mulderig, Notary Public Carlisle Bora, Cumberland County My Commission Expires Nov. 13, 2004