HomeMy WebLinkAbout08-21-08
REV-~50~ 15056041158
EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 21 07 1115
Harrisburg, PA 1 7 1 28-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1,80-26-5284 11232007 ],201,1,933
Decedent's Last Name
HAMSHER
Suffix Decedent's First Name
DORIS
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First N<tme
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF~ WILLS
MI
B
MI
FILL iN APPROPRIATE BOXES BELOW
1. Original Return ^ 2. Supplemental Return ~~ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4
it
Li
d E
t
t I
^ 4 F
I
t
t
t C
i
d
f ~~ 5
.
m
e
s
a
e a.
I ure
n
eres
u
omprom
se (
ate o . Federal Estate Tax Return Required
6. Decedent Died Testate
^ 7. death after 12-12-82)
Decedent Maintained a Living Trust
Il- 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 ~~ 1 1. 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
RICHARD C• SNELBAKER, ESQU IRE 717-697-8528
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
SNELBAKER & BRENNEMAN, P•C•
First line of address
P•0• BOX 31,8
Second line of address
44 WEST f1AIN STREET ~
City or Post Office State ZIP Code DATE FILED ' : -
r7
MECHANICSBURG PA 1,7055 1 '
c-~
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and :>tatements, and to the best of my knowledge and beliaf,
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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
:ECUTRIX 1107 BALDWI:N STREET, f1ECHANICSBURG,
THAN REPRESENTATIVE DATE
RICHARD C• SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG,
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041158 6M46473.000 15056041158 I t
J~.. ;
_I 15056042159
REV-1500 EX
Decedent's Social Security Number
180-26-5284
Decedent's Name:H A M S H E R D O R I S B
RECAPITULATION
1. Real estate (Schedule A) 1. ], 3 8 0 0 0• 0 0
2. Stocks and Bonds (Schedule B) . 2. 0 • 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3. 0 . 0 0
4. Mortgages & Notes Receivable (Schedule D). 4. 0 , 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E). 5. 676130 • 56
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 • 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested 7.
8 9 8 6 9 - ~ 4
8. Total Gross Assets (total Lines 1-7). 8. 9 O 4 0 D O. 3 0
9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 3 ], 2 6 9 , 2 4
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 4 615 • 50
1 1. Total Deductions (total Lines 9& 10) . 11. 3 5 8 8 4. 7 4
12. Net Value of Estate (Line 8 minus Line 11) 12. 868115 • 56
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . 13. 0 • 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 8 6 8115 • 5 6
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~ 0, 0 0 15. O• O O
16. Amount of Line 14 taxable
at lineal ratex.o4~ 868115.56 16. 39065.20
17. Amount of Line 14 taxable
at sibling rate X .12 0, 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0, 0 0 18. 0, 0 0
19. TAX DUE 19. 39065 • 20
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042159 6M46482.000 15056042159
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
1115
DECEDENTS NAME
HAMSHER DORIS B
___
STREET ADDRESS
4 AST COOVER STREET,
CUMBERLAND COUNTY
CITY STATE ZIP
MECHANICSBURG -
Tax Payments and Credits:
1 . Tax Due (Page 2 Line 19)
2 CreditsiPayments
A. Spousal Poverty Credit 0 • 0 0
B. Prior Payments 3 0 0 0 0. 0 0
C. Discount 15 0 0 • 0 0
3. Interest/Penalty if applicable
D. Interest 0 • 0 0
E. Penalty 0 • 0 0
(1) 39065.20
Total Credits (A + g + C) (2) 315 0 0 0 0
Total InterestlPenalty (D + E) (3) 0 .
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) 0 •
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAx DUE. (5) 7565 • 20
A. Enter the interest on the tax due. (5A) 0 • 0 0
B Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 7 5 6 5 • 2 0
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:
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? Yes
^^
^
^ No
X^
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?
X^
^
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. X9116 (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 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.
6M4671 1 000
RE~_,5°zEX'`"ge, SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Doris B. Hamsher 21 07 1115
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 property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. Real Estate known and numbered as 405 East Coover
Street, Mechanicsburg Borough, Cumberland County, PA,
sale value (see attached settlement sheet) 138,000.00
TOTAL (Also enter on line 1, Recapitulation) I $ 138 , 000.00
swasss r o00 (If rnore space is needed, insert additional sheets of the same size)
~~x>testoga ~'iile Insurance Co.
Settlement Statement
U.S. Department of Labor and Urban Development
FAX. 71'1-295-7155
OMB No. 2502-0265
A. HUD-7 UNIFORM SETTLEMENT STATEMENT
B. Type of Loan
1. [ ]FHA 2. [ ] FmHA 3. [ ]Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
4. [ ] VA 5. [ ]Conv. Ins. _
C. NOTE: This form furnishes a statement of settlement costs. Amouts paid to and by the settlement agent are shown. Items marked "(p.o.c)"
were paid outside the closing; they are shown for informational purposes and are not included in the totals.
D. Name & Address of Borrower: E. Name, Address and TIN of Seller: F. Name & Address of Lender:
Tyler John Miller Estate of Doris B. Hamsher, Deceased John C. Crowe
1122 Granada Lane Gail H. True, Executrix, 1107 Baldwin Street 521 Brentwater Road
Mechanicsburg, PA 17055 Mechanicsburg, PA 17055 Camp Hill, PA 17011
TIN of Seller:
G. Property Location:
405 East Coover Street
Borough of Mechanicsburg,
lvania 17055
Penns
t
d C
b
l Place of Settlement:
44 West Main Street
Mechanicsburg, Pennsylvania 17055
Phone: (717) 697-8528; FAX: (717) 697-7681 H. Settlement Agent:
Keith O. Brenneman
y
oun
y,
Cum
er
an Date of Settlement: June 30, 2008
J. Summary of Borrower's Transaction K. Summary of Seller's Transaction
100. Gross Amount Due from Borrower 400. Gross Amount Due to Seller
101. Contract sales price $138,000.00 401. Contract sales price $138,000.00
102. Personal property 402. Personal property
103. Borrower's settlement charges (line 1400) $4,214.75 403
104. Mortgage Payoff 404
105 405
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. City/town taxes 06/30/08 to 12/31/08 $151.79 406. City/town taxes 06/30/08 to 12!31/08 $151.79
107. County taxes 06/30/08 to 12/31/08 $124.73 407. County taxes 06/30/08 to 12/31/08 $124.73
108. Assessments to 408. Assessments to
109. School Taxes to 409. School Taxes to
110 410
111 411
112 412
113 413
120. Gross Amount Due From Borrower $142,491.27 420. Gross Amount Due to Seller $138,276.52
200. Amounts Paid by or in Behalf of Borrower 500. Reductions in Amount Due to Seller
2D1. Deposits or earnest money $10,000.00 501. Excess deposit (see in:,tructions) $10,000.00
202. Principal amount of new loan(s): $128,000.00 502. Settlement charges to seller (line 1400) $1,385.00
203 503. Existing loan(s) taken subject to
204 504. Payoff of first mortgage_
205 505. Payoff of second mortgage
206 506 $0.00
207 507
208 508
209 509
Adjustments for items unpaid by seller Adjustments for items unpaid by seller
210. City/town taxes to 510. City/town taxes to
211. County taxes to 511. County taxes to
212. Assessments to 512. Assessments to
213 to 513 to
214 514
215 515
216 516
217 517
218 519
220. Total Paid Bylfor Borrower $138,000.00 520. Total Reduction of Amount Due to Seller $11,385.00
300. Cash at Settlement Frorn/to Borrower 600. Cash at Settlement Talfrom Seller
301. Gross amount due from borrower (line 1'L0) $142,491.27 601. Gross amount due to seller (line 420) $138,276.52
302. Less amounts paid bylfor borrower (line 220) $138,000.00 602. Less reductions in amount due seller (line 520) $11,385.00
303. Cash [ ]from [ ] to Borrower $4,491.27 603. Cash [ ] to [ ]from Seller $126,891.52
Substitute Form 1099 Seller Statement
The information in Blocks E, G, H, I & line 401 (or if line 401 is asterisked, line 403 and 404) is important tax information and is being furnished to
the Internal Revenue Service. If you are required to file a return, a sanction will be imposed on you if this item is required to be reported and the
IRS determines chat it has not been reported. If this real estate is your principal residence, file FOF;M 2119, Sale or Exchange of Principal
Residence, for any gain, with your income tax return; for other transactions, complete the applicable; parts of Form 4797, Form 6252 and/or
Schedule D (Form 1040). You are required to provide the Settlement Agent (named above) with your taxpayer identification number. If you do
not provide the Settlement Agent with your taxpayer identification number, you may be subject to civil or criminal penalties imposed by law.
Under penalties of perjury, I certify that the number shown on this statement is my correct taxpayer identification number.
] 23 Fast Ding Si:reet, Lancaster PA 1.7602
Phone 1-800-73?.-3555 to Lancaster 299-4805
Seller Seller
L Settlement Charges
700. Total Sales/Broker's Commission: (based on
Division of Commission (line 700) as follows:
702
703. Commission paid at Settlement
704
800. Items Payable in Connection with Loan
801. Loan Origination Fee
802. Loan Discount
803. Appraisal Fee
804. Credit Report to
805. Lender's Inspection Fee
806. Mortgage Insurance Application Fee
807. Flood Certification Fee to
808. Lender's Attorney's Fee to Karl M. Ledebohm, Esquire
809. Document Preparation Fee
810. Plan Review to
811. Assumption Fee to
812
813
814
900. Items Required by Lender to Be Paid In Advance
901. Interest from to
902. Mortgage Insurance Premium for
903. Hazard Insurance Premium for
Paid from
Borrower's
Funds at
Settlement
d
1,500.00
0.00
Paid
Seller's Funds at
Settlement
905
1000. Reserves Deposited with Lender
1001. Hazard Insurance months @ per month
1002. Mortgage Insurance months @ per month
1003. City property taxes months @ per month
1004. County property taxes months @ per month
1005. Annual assessments months @ per month
0.00
0.00
0.00
0.00
0.00
1006. School taxes months @ per month 0.00
1007
1008
1009. Aggregate Accounting Adjustment
1100. Title Charges
1101. Settlement closing fee
1102. Abstract/title fee
1103. Title examination
1104. Title insurance binder
1105. Document preparation
1106. Notary fees
1107 Attorney's fees to
(includes above item numbers
1108. Title insurance to Keith O. Brenneman, Agent, Conestoga Title Insurance Company 1,048.75
(includes above item numbers 1101-1106)
1109. Lender's coverage:$128,000.00
1110 Owner's coverage:$138,000.00
1111. Insured Closing Letter -Conestoga Title Insurance Company 35.00
1112."Endorsements 100, 300, 8.1 150.00
1113
1200. Government Recording and Transfer Charges
1201. Recording Fees: Deed: $38.50 Mortgage: $62.50 M/L Stip:
.,...~~.,.....,,. nAP~t R1 sRn nn RAnrfnane 101.00
1.380.00
1203. .,,. y, ...,.....r .,.,., .,._...r- ~ - -
State tax/stamps Deed: $1,380.00 Mortgage:
1,380.00
1204
1205
1206
1300. Additional Settlement Charges
1301. Survey
1302. Pest Inspection _
1303. Courier Fee to
1304. R/E Tax Certification to Barry L. lieckard, Mechanicsburg Borough 5.00
1305 _
1306
1307
1308
1400. Total Settlement Charges (This number transfers to Lines 103 & 502 Above) 4,214.75 1,385.00
Certification
have carefully reviewed the rlUU-1 ~etuemen[ a[aremenr ana [o me oesr or my rcnowieage ana ueuet, it rs a uue anu accurate statenront ur au
reciepts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlerent
Statement
Estate of Doris B. Hamsher, Deceased
Tyler John Miller
By
Seller
Gail H. True, Executrix
To the best of my knowledge the HUD-1 Settlement Statement which I have prepared is true and accurate account of ilie funds which were received
and have been or will be disbursed by the undersigned as part of the settlement of this transaction,.
Settlement Agent Date: June 30, 2008
Keith O. Brenneman
WARNING: It is a crime to knowingly make false statements to the I.lnited States on this or any other similar form. Penalties upon conviction can
include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1(110.
REV-1508 EX + (6-58)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
o~cin~nR nF!`F nFNT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF
Doris B. Hams
ITEM
NUMBER
n~~ rvumo~r~
21 07 1115
Include the proceeds of litigation and the date the proceeds were received by the estate.
All orooerN jointly-owned with the right of survivorship must be disclosed on Schedule F.
1 2008 Economic Stimulus Payment
2 AAA
subscriber refund
3 AARP
refund
4 Erie Insurance
refund unused premium
5 Fulton Financial Advisors
distributions from Trust and IRA account
6 Fulton Financial Advisors
Deed of Trust, account #41-F301-O1-8
7 Household goods
sold at public auction
8 Internal Revenue Service
refund on 2007 Final Individual Income Tax Return
9 Member's First Federal Credit Union
certificate of deposit, #253176-45
Interest accrued to 11/23/2007
10 Member's First Federal Credit Union
certificate of deposit, #253176-42
Interest accrued to 11/23/2007
11 Member's First Federal Credit Union
certificate of deposit, #253176-41
Interest accrued to 11/23/2007
12 Member's First Federal Credit Union
certificate of deposit, #253176-40
Interest accrued to 11/23/2007
13 Member's First Federal Credit Union
savings account, #253176-00
Interest accrued to 11/23/2007
Total from continuation schedules
5,000.00
14.89
10,000.00
29.78
20,000.00
58.95
10,000.00
25.13
303.77
0.18
210,397.04
3 W46AD 1.000
TOTAL (Also enter on line 5, Recapit
(If more space is needed, insert additional sheets oithe same size)
VALUE AT DATE
OF DEATH
600.00
35.00
13.99
127.00
1,489.00
408,191.33
5,727.50
4,117.00
676,130.56
Estate of: Doris B. Hamsher 180-26-5284
Schedule E (Page 2)
Value at Date
Item
No. Description of Death
649.00
14 PA Department of Revenue
refund on 2007 Final Individual Income Tax Return
35.00
15 Patriot-News
subscriber refund
10,000.00
16 Pennsylvania State Bank
certificate of deposit, #9150012955
Interest accrued to 11/23/2007 36.55
17 Pennsylvania Treasury Department 346.54
pension payments due the decedent
1,620.94
18 PNC Bank, N.A.
checking account, #5070080061
Interest accrued to 11/23/2007 0.25
19 RiverSource Life Insurance Co. 1,132.24
refund unused premium on long term care insurance
10,000.00
20 Sovereign Bank
certificate of deposit, #1685505834
Interest accrued to 11/23/2007 29'70
6,000.00
21 Sovereign Bank
certificate of deposit, #1685358630
Interest accrued to 11/23/2007 17'82
12,000.00
22 Sovereign Bank
certificate of deposit, #1685312769
Interest accrued to 11/23/2007 39.29
38,943.66
23 Sovereign Bank
money market account, #1684067030
Interest accrued to 11/23/2007 82'63
2,407.15
24 Sovereign Bank
checking account, #1681710552
Interest accrued to 11/23/2007 0.11
25 Travelers checks 370.00
cash found in residence
26 Wachovia Securities, LLC 126,686.16
brokerage account,#4018-4486
Total (Carry forward to main schedule) 210,397.04
REV-1550 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURPJ
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
TATS OF
oris B. Hamsher
FILE NUMIitK
21 07 1115
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
NUMBS DESCRIPTION OF PROPERTY
r~c~~oErrewNneoFrrerRnr~sFEReerHeiRREUrioNSwPro~~ECeoerrrnNO
rrEOnrEOFrRansFERnrrncHncoavoFrHEOEEOFOrzRE~a~ESrnrE
DATE OF DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST EXCLUSION
pFAPFUCABLE TAXABLE
VALUE
1 Fulton Financial Advisors 81,914.41 100.0000 0.00 81,914.41
IRA, account #90-F557-O1-2
2 Genworth Life and Annuity
955.33
7 100.0000 0.00 7,955.33
Insurance ,
annuity, account #3876338A
TOTAL (Also enter on line 7, Recapitulation) $ gg , 869.74
(If more space is needed, insert additional sheets of the same size)
3W46AF ~ 000
__
RED-,5„•Ex."°-os, SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURPJ ADMINISTRATIVE COSTS
aESmFnIT DFC;EDENT
ESTATE OF FILE NUMBER
Doris B. Hamsher 21 07 1115
Debts of decedent must be reported on Schedule I.
ITEM AMOUNT
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: 392.81
~ Funeral luncheon and flowers
Total from continuation schedules .
10,387.19
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
10 , 000.00
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach e~lanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 350.00
5. Accountant's Fees 280.00
6. Tax Return Preparer's Fees
7.
1 Blizzard Plumbing
111.27
plumbing repairs
I
I
Total from continuation schedules 9,747.97
TOTAL (Also enter on line 9, Recapitulation) j $ 31 , 2 6 9 . 2 4
(If more space is needed, insert additional sheets of the same size)
~wasAC ~ o00
Estate of: Doris B. Hamsher 180-26-5284
Schedule H Part 1 (Page 2)
Item
No. Description Amount
2 Gingrich Memorials
inscription on marker 270.00
3 Malpezzi Funeral Home, Inc.
funeral services 10,117.19
Total (Carry forward to main schedule) 10,387.19
Estate of: Doris B. Hamsher
Schedule H Part 7 (Page 2)
2 Brickers Auction
commission and expenses on sale of household goods
sold at public auction
3 Cumberland Law Journal
advertising Executrix notice
4 Expenses incurred for preparation of auction
5 Fulton Financial Advisors
fees paid on trust and IRA account
6 Jewelry appraisal fee
(sold at public auction with household goods)
7 Patriot News
advertising Executrix notice
8 PPL Electric
electric service
9 Register of Wills
filing fee for Inheritance Tax return
10 RSR Appraisers and Anaylsts
real estate appraisal fee
11 Settlement costs
on sale of real estate as follows:
a. transfer tax - $1,380.00
b. tax certification - $5.00
12 U.S. Postal Service
postage expenses
13 UGI
gas service
14 United Water Pennsylvania
water service
15 Wachovia Securities, LLC
fee for obtaining date of death values
Total (Carry forward to main schedule)
180-26-5284
2,710.50
75.00
50.00
3,194.35
55.00
149.30
224.78
15.00
350.00
1,385.00
27.67
406.75
79.62
25.00
8,747.97
180-26-5284
Estate of: Doris B. Hamsher
Schedule H Part 7 (Page 3)
16 Reserve
for filing fees, accountant fees, and other
miscellaneous fees associated with the
administration of the decedent's estate 1,000.00
Total (Carry forward to main schedule) 1,000.00
REV-512 EX +~,.',2-031
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Doris B. Hamsher 21 07 1115
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1_ Barry L. Heckard
real estate taxes 553.03
2 Borough of Mechanicsburg
sewer/refuse service
3 Chase Credit Card Services
,payoff credit card
4 Comcast
cable TV service (9.44 less refund 2.56)
5 Pennsylvania Department of Revenue
estimated tax payments 2007 PA-41
6 PNC Bank
check number 2982 $25.00 and check number 2990 $50.00
written by the decedent October 31, 2007 and November
17, 2007
7 PPL Electric
electric service
8 United States Treasury
estimated tax payments 2007 1041
9 United Water Pennsylvania
water service
10 Verizon
phone service
11 Verizon Wireless
cell phone service
TOTAL (Also enter on line 10, (Recapitulation) $
3wasnH 2 000 (If more space is needed, insert additional sheets of the same size)
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
108.32
64.32
6.88
619.00
75.00
45.71
3,094.00
13.76
26.93
8.53
4,615.50
REV-, 5,3 EX+~9.°°' SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
21 07 1115
Doris B. Hamsher
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTUONder(Sec 9116t( )h(1s2j)usal distributions, and transfers
1 Gail H. True
1107 Baldwin Street
Mechanicsburg, PA 17055
Fulton Financial Advisors
Inventory Value: 40,957.20
Genworth Life and Annuity Insurance
Inventory Value: 7,955.33
438 035.45
One Half of Residue: 389,122.91 Daughter
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 EI, 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ 0 . 0 0
(If more space is needed, insert additional sheets of the: same size)
3W46AI 1.000
Estate of: Doris B. Hamsher
Schedule J Part 1 (Page 2)
180-26-5284
Item
REalation
Amount
No. Description
2 Kristin Noel True Runyon
3105 Penbrook Avenue
Harrisburg, PA 17109
Fulton Financial Advisors
Inventory Value: 20,478.60
One Quarter of Residue: 194,561.45 Granddaughter 215,040.05
3 Philip Michael Hamsher True
1107 Baldwin Street
Mechanicsburg, PA 17055
Fulton Financial Advisors
Inventory Value: 20,478.60
One Quarter of Residue: 194,561.45 Grandson 215,040.05
I_,AST WILL ANU TESTAA~ENt~
1, I~OR1S f3. l-IAMSHER, of the Borough of IVlechanicsburg, Count}~ of Cumberland, and
Commonwealth of Pennsylvania, being of sound and disposing mind, menu~ry and
understanding, do make; publish and declare ibis as and for my Last Will and ~l'estament, hereby
revoking and mal<ing void all former wills and codicils by me ~.ll anytime heretofore made.
l~ IIZST. 1 order and direct that all my just debts and funeral expenses be paid by m}~
Executrix or L;xecutor, as the case may be, hereinafter named, as soon as conveniently may be
done alder my decease
SECONll. 1 order and direct that all the rest, residue and remainder of my estate, real,
personal and mixed, whatsoever and wheresoever situated, be converted into cash or ocher
distributable form as soon as practicable after my death, which shall be distributed and disposed
of as follows:
A. 1 give and bequeath unto each of my great grand-children living at the
time of my death, a sum of money equal to one (I) ~~er cerium of my net distrib~~ilable
residuary estate. In the event that any such bencliciary is a minor at the time of my death,
1 authorize and empower my Executrix or executor, as the case may be, to accept a
receipt and release fi~om the beneficiary's parents on behalf of the beneficiary, in Iieu of a
formal guardianship or trust.
B. t order and direct that the balance ofnry residuary estate be divided into
[our (4) equal earls, which parts shall be distributed and disposed or as follows:
(]) f give and bequeath t«~o (2) such parts of my resid>~ary estate unto
my daughter, namely GAIL I 1. TRUE, absolutely, if she survives me. Ifiuy said
daughter should predecease me, i order and direct that said bequest shall Iapse and
tl,e sub;ect matter thereof shat] he a~Ide~i to and listributed in accordance.•~~ith
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
subparagraph (2) hereinbelow.
(2) 1 give and bequeath one (1) such eq~.~al part unto each of my two (2)
grandchildren, namely, KRIS"f~tN NOIa, Tf2UE aiui PHILiP NIiCIIAEL
HAMSlIERT1ZITl:, absolutely. lfeitlterofmy said grandchildren should
predecease me and Ieave issue to survive me., l order and direct that the share
attributable to such deceased beneficiary sha~.ll be distributed auto his or her issue
per stirpes by representation and not per capita. If any such alternative
beneficiary has not attained the age of hventy-three (23) years at the time of
distribution, I order, direct, authorize and empower my Execuh~ix or Executor. as
the case may be, to pay-over and distribute any such distribi:-table amount to the
surviving parent of the beneficiary in trust, nevertheless, to hold, invast, reinvest
and acc~mlulate income for said beneficiary until said beneficiaryy attains the age
of twenty-thee (23) years, at which time said trust shall. be terminated and the
then balance thereof shall be paid over and delivered unto the beneficiary
absolutely.
LASTLY. T nominate, constitute and appoint my da~~.-ghter, namely, GAIL H. TRUE, to
be the Executrix of this, my Lust Wi11 and Testament, but if for an}~ reason ray said daughter
should Lail to qualify as such Executrix or cease so to serve, then and in that event. I nominate
constitute and appoint my son-in-law, Tamely, MICH_AB( D. TRl)E, to be the Executor hereof:
each and both to serve without bond or other security as a condition of qualitication hereunder.
IN WITNESS WIlEREOF, I, DORIS I3. F[AMSI-LER, have hereunto set my hand and
seal to this my Last Will and Testament, which consists ol~tvao (2) typewritten pages to each of
which 1 have affixed my signature this 22°~ day of October, A.D., 7'wo Thousand One (2001).
.~.~'
DORIS ~ HAMSIIER
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
"fhe preceding instrument, consisting of this and one (l j other typewritten page each
identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and
declared by I~OP~IS B. HA1~~;I-IEI:, the l :;statri<~ therein na;~~ed, as and for leer Last ~,~'ill and
"Testament, in the presence of us, who, at her request, in her presence and in the presence of each
other, have subscribed our names as witnesses heretc
-~-
CO~II~~IONWIALTH Oh' PENNSYLVANIA)
AW OFFICES
~~NELBAKER.
RENNEMAN
& SPARE
COUNTY i~F CUMBERLAND )
SS.
We, DORIS B. IIAMSHEIZ, RiCH~123~ C. SNF,LI3AkER and JANE :I. ('OONEY, the
Testatrih and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will. acid Testament and that she had
signed willingly, and that she executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as a «~itness and that to the hest of his or her knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue inth~ence.
~,
/.
./,' '? ~/
,'
~. ,
T -~ trtx
-~4~
--- _ Fitt ss - ------
Wit~ss -----
Subscribed, sworn to and acknowledged before me by DORIS I3. HA>\-ISEIL:[Z, the
Testatrix; and subscribed and s~>,~orn to before me by RICIIAIZD C. SNELBAKER and JANE J.
GOONEY, the witnesses, this 22°`~ day of October, 2001.
,~ a
::.mil v~~'`. _ „ 1,, _ -~--- -_ _
~~~. .
Notary Publ~'c~~
t,,
niota~tat seat
susan t~ zv~, tvc~y Pubttc
M1ec~t-anicsbwg 8oro, Glxnbertand Caur~y
My Corrur~issFon Expdres t~v. 34, ~3
ember, raga AssoCiattoR of t~tarise