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Home My WebLink About08-15-08•~ S 15056051058 REV-1 JOQ EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year Fife Number Bureau of Individual Taxes ry PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 07 0290 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name _._ _ _ Spouse's Social Security Number MI H" MI _ __ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum 011D 2. Supplemental Retum 3. Remainder Return (date of death prior to 12-13-82) 4. limited Estate r~3 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required death after 12-12-82) C>~ 6. Decedent Died Testate C:.~ 7. Decedent Maintained a Living Trust _..._...._ 8. Total Number of Safe Deposit Boxes {Attach Copy of Will) (Attach Copy of Trust) ? 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ;ROBERT L. KNUPP, ESQ ; (717) 238-7151 Firm Name {If Applicable) _ _. _._ ~ - ...--...- _ -..... - x~ax...-.. .... __ . __ _ ~ REGISTER WILLS USE C{Nta'r '; ' KNUPP LAW OFFICES LLC ! , , ~ . First line of address ~ °~ --- ~3 __ _ I _ _ ~ I P.O. BOX 630 i '-' -- _. _.___ ..._____ _ ~t ' ; _ t ~ . Second fine of address _ _ __ . _ ~ ,--, r - ~ _ ._ _ _ ___.__ . ~1 .~ ~ . , 407 NORTH FRONT STREET .. .' r { ~ -` City or Post Office State ZIP Code i Cy_ARE~ILED ~- ~ f'r . __ , HARRISBURG , + PA 17108 '^~ Correspondent's a-mail address: Under penalties of perjury, 1 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. SIGNATUFjF OF PERSQN RESPONSIB~F,~,QQ„FILJNG RETURN DATE, - ADDRESS - ~~ Elwood R. Gotshall, Jr, $ Manor Drive, West Chester, PA 19380 n~~~ ~.- ~ Flowers & Flowers, CPAs, 5775 Allentown Blvd, Suite 102, Harrisburg, PA 17112 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 .s , REV-1500 EX LEANDER Decedent's Name: RECAPITULATION ~~ _ ~~ 15056052059 H HAMM 1. Real estate (Schedule A) . ............................................ 1. j Decedent's Social Security Number _ _ _. 203-10-8521 7 496 16 2. Stocks and Bonds (Schedule B) ....................................... 2.! 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 'I 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. E. Jointly Owned Prepery (Schedule F) t~ Separate Billing Requested ....... 5. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) ... . .... . ...................... . .... 8. ' 7,496.16 '. 9. Funeral Expenses 8~ 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. 7,496.16 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made {Schedule J) ...................... . . 13. ; 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 7,496.16 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ __ _ ___ __ transfers under Sec. 9116 _ . . _. _.._ .. _ ~_ _..... _... r.., ...... 16. _. . ._ - ._-- __ - ...... ,. ..m.. _ ,... - Amount of Line 14 taxable at lineal rate X .0 _. 16. 17. Amount of Line 14 taxable 2 49872 299 85 , at sibling rate X .12 ~ 17. ~ 18. Amount of Line 14 taxable ~ 44: 4 997 ~ ~ 49.62 , . at collateral rate X .15 18, 1,049.47 ' 19. ....... TAX DUE ................................................ .. 19. , __ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: _ File Number 21~ ~ 07~~~ 0290 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER LEANDER H HAMM 203-10-8521 STREET ADDRESS Messiah Village 100 Mount Allen Drive CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit J B. Prior Payments C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) (2) 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 1, 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. (5) A, Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) Make Check Payable fo: REGISTER OF WILLS, AGENT 1,049.47 1,049.47 48.44 1,097.91 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 :.................................................................................... ...... ^ 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? ....................................................................................................... ....... ^ 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. §9116 (a) (1.1} (i)J. 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)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a}(1.2}j. 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LEANDER H. HAMM 21 07 0290 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) s REV•1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LEANDER H. HAMM 21 07 0290 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 1 • Dorothy M. Gotshall, Rm 123, Messiah Circle, Mechanicsburg, PA 17055 Sibling 2,498.72 2. Elwood R.Gotshall, 8 Manor Drive, West Chester, PA 19380 Collateral 2,498.72 3. Ronald L. Gottshall, 1824 Hearthstone Lane, Middletown, PA 17057 Collateral 2,498.72 ITwo T's in Ronald's name is correctl II ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -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) CMCSK: Historical Prices for COMCAST CL A SPCL -Yahoo! Finance t . Page 1 of 2 Yahoo! My Yahoo! Mail More New User? 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T Yo~~r ~rokedDealer is CITIGROUP GLOBAL MKTS INC. 1600 MARKET STREET SUITE 1200 PHILADELPHI PA 19103 Page 1 of 1 169ND 121 01 1687 Confirmation Account Number MR ELWOOD R GOTSHALL EXECS #7,310 ESTATE OF LEANDER H HAMM 8 MANOR DRIVE WEST CHESTER PA 19380-3932 I~~~Ill~lr~~~ll~l~~l~ll~~~„Il~l~lr~~rllr~~l~{{{~r~lr~l~rlrrll 1'uu Sufu 2y i siraies COMCAST CORP CL A RPT PRICE TO NASDAQ: 21.16 WE ARE A MARKET MAKER SEE INVESTMENT CTR NOTE BELOW Trade Date: 06/17/2008 CUSIP#: 20030N-10-1 Market: Over-The-Counter Security#: C539518 Symbol: CMCSA We acted as principal in this transaction. `fir F E. r smith barns 61 L-00259-1-Ei-501 Summary For Settlement Date 06/20/2008 Total Sales $ 6,152.52 Net Amount $ 6,152.52 Cr Gross Amount $ 6,1: Other Fee Transaction Fee Amount $ 6,1! Settlement Date 06l20r Unsolicited Order Cash Acct. HOLD PROCEEDS Ref #: 102509 INVESTMENT CENTER CLIENTS THESE INVESTMENTS ARE NOT FDIC INSURED NOR ARE THEY OBLIGATIONS OF OR GUARANTEED BY ANY BANK OR SAVING INSTITUTION. ALL INVESTMENTS INVOLVE RISKS, INCLUDING THE POSSIBLE LOSS OF THE PRINCIPAL INVESTED. Citigroup Global Markets Inc., member all principal exchanges, and the Securities Investor Protection Corporation (StPC). Smith Barney is a division and service mark of Citigroup Global Markets inc. and its affiliates and is used and registered throughout the world. Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and registered ~.p.-v~~ D~~~C ~a0~~°v to ~ X --~ r ~_~' ~Z 0 ~~ zo c DZ -p{T-j rn °rn ~ p '- o r" c n m <°~ -+ m a ~-a E~ c° _ i l ".=7 ~ 1 ~ cn } ;,~ ~ ~ -t~ _ - ~ .. ...t •r .+ o a tiahMiT~ ~} a O ~ ~ -r~ n, ~ a ~ -•a ti ,~ 0 on ~a r -c'~Op r, oG'O~ .a ~z ~ ,,n~W'~ ~t~~,~ j O Nt ~ 4 fp