HomeMy WebLinkAbout12-28-090704114053
PA-41 - 2007
Pennsylvania Fiduciary Income Tax Return
ENTER ONE LETTER OR NUMBER IN EACH BOX.
Do Not Use Your Preprinted Label
__ 266183544
MARY JEAN HAMACHER ESTATE
JAMES DOUGLAS HAMACHER
871 MANDY LANE
CAMP HILL PA 17011
N Estate or Trust Identification Change. If any of the identificcatbn or filing
Ufomtatbn you entered is different from the 2006 PA-41, or if the estate or
trust did not file a 2006 PA-41. Y=Yes N=No
Submit all required Pennsylvania supporting schedules.
1 PA TAXABLE INTEREST INCOME. See instructions.
2 PA TAXABLE DIVIDEND INCOME. See instructions.
3 NET INCOME or LOSS from the Operation of a Business,
Profession, or Farm.
4 NET GAIN or LOSS from the Sale, Exchange, or Disposition of Property.
5 NET INCOME or LOSS from Rents, Royalties, Patents, or Copyrights.
6 ESTATE or TRUST INCOME.
7 TOTAL TAXABLE INCOME. Add only the positive Income from
Lines 1, 2, 3, 4, 5, and 6. Do not add losses.
8 DEDUCTIONS from PA SCHEDULE DD.
9 NET PA TAXABLE INCOME. Subtract L'Ine 8 from Line 7.
10 TOTAL PA TAX LIABILITY. Multiply Line 9 by the tax rate of 3.07% (0.0307).
11 2007 ESTIMATED PAYMENTS and CREDITS. See instructions.
12 NONRESIDENT TAX 1NITHHELD from PA SCHEDULE(S) NRK-1.
13 TOTAL CREDIT for TAXES PAID by PA RESIDENT ESTATES or TRUSTS
to OTHER STATES or COUNTRIES.
14 TOTAL OTHER CREDITS from PA Schedule OC.
15 2007 PAYMENTS and CREDITS. Add Lines 11, 12, 13 and 14.
16 TAX DUE. If Line 10 is more than Line 15, enter the difference here.
N Extension Enclosed. Y=Yes N=No
N' Amended PA-41 Y=Yes N=No
Y Fiscal Year Filer. Y=Yes N=No
from 111907 to 061908
R Residency Status.
R=PA Resident N=Nonresident
If "N" Name of State
F F=Final Return. N=No Final Return.
Enter Ending Date:
N Do You Want a 2008 PA-41 Booklet?
Y=Yes N=No
1 657
2 0
3 0
4 -136
5 0
6 0
7 657
8 0
9 657
10 20
11 0
12 0
13 0
14 0
15 0
16 20
r ~_ EC Page 1 of 2' .~ FC ~`
0704114053 W'' 0704114053
~~
copy
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PA-41 - 2007
Federal EIN or Decedent's Sodal
Security Number.
070421406?
Name(s) as shown on PA-41
MARY JEAN HAMACHER ESTATE
17 PENALTIES AND INTEREST. Enter Code:
Mark the box if REV-1630F is induded.
_ _ 18 TOTAL PAYMENT -Add Lines 16 and 17. Make check or money order
payable to PA DEPT. OF REVENUE. Use your PA V Form. See the
instructions on HOW TO PAY.
19 OVERPAYMENT. If Line 15 is more than the total of Line 10 and Line 17, enter the
difference here. The total of Lines 20 and 21 must equal Llne 19.
20 REFUND -AMOUNT of LINE 19 you want as a check mailed to the estate or trust.
21 CREDIT -AMOUNT of LINE 19 you want as a credit to the 2008 Estimated Tax
Account of the estate or trust.
Signature(s). Under penaitles of perjury, I have examined this return, aN aooompanying schedules and
statements, and b the best of my beBef, ft is true, correct and oornplete.
Signature of Fiduciary
Date
Preparers Name
GOLDBERG 8 BALTHASER, PC
Preparers Telephone No. '~ 17 - 6 5 2- 9 2 0 0
N
L
17 0
18 20
19 0
20 0
21 0
FIRM FEIN 25176769?
PREPARER'S
SSN/PTIN P00115240
PA SCHEDULE OI-0ther Information
1 Is this a revocable trust? 1 N
2 Is this an irrevocable trust? 2 N
3 Does the estateltrust receive income from, or pay income to a foreign entity? If "Yes,' indude statement. 3 N
4 Has the federal government made an additional assessment on the irxaarle of this estate//truust in the last four years? 4 N
5 Did this estate/trust receive income from a partnership, S corporation, LLC, or another estate/trust? If "Yes "list all such 5 N
partnerships, S corporations, LLCs, estates/trusts, showing the FEIN, name and address of each below.
FEIN
A
B
C
D
E
F
6 Name of Grantor:
Address of Grantor:
Name & Address
Paye 2 of 2
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0704214067 ,J
Pennsylvania
PA-41 Payment Voucher
(on bottom of page)
_ _ _ _ _ _ _ CUT HERE
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26-6183544E MA
MARY JEAN HAMACHER ESTATE
JAMES DOUGLAS HAMACHER
EXECUTOR
871 MANDY LANE
CAMP HILL
PA
17011
FIDUCIARY
ent s
opy
a~ao91an6~
PAYMENT AMOUNT
4 20.00
Make check or money order
payable to the Pennsylvania
Department of Revenue
..J
0707215531
PA Schedule RK-1 (09-07)
2007 Resident Schedule of
PA S Shareholder/Partner/Beneficiary Pass Through Income, Loss, and Credits
HAMACHER
JAMES DOUGLAS
Final Y
871 MANDY LANE
CAMP HILL PA 17011
MARY JEAN HAMACHER ESTATE
(Individual=1, PA S Corp=2, Ail Other Corp=3,
EstatelTrust--4, Partnership=5, LLC=6, Exempt Org.=7)
Stock Ownership %
Amended N
Beneficiary's year end Distribution %
Partners % of:
Profd sharing
CAMP HILL PA 17011 266183544 Loss sharing
Capital
Fiscal Year Y 1119 0 ? 0 619 0 8 E (Estatelfrust=E, Partnership=P, PA S Corp =S, LLC=L) Ownership
N General Partner or LLC Member Manager N Limited Partner or Other LLC Member
1 PA Taxable Business Income (Loss) from Operations
2 Interest Income
~ 3 Dividend Income
a 4 Net Gain (Loss) from the Sale, Exchange, or Disposition of Property
5 Net Income (Loss) from Rents, Royalties, Patents, and Copyrights
6 Income of/from Estates or Trusts
7 Gambling and Lottery Winnings (Loss)
.C 8 Out of State Credits for Resident Partner or Shareholder. Submit statement
a 9 Total Other Credits. Submit statement.
>_ 10 Distributions of Cash, Marketable Securities, and Property -not including guaranteed payments
a 11 Guaranteed Payments for Capital or Other Services
12 All Other Guaranteed Payments for Services Rendered
~ 13 Guaranteed Payments to the Retired Partner
~ 14 Distributions from PA AAA Liquidating N
°' 15 Distributions of Cash, Marketable Securities, and Property
S 16 Nontaxable insane or nondeductible expenses required to calculate member a partner Basis (submit
a supplemental statement).
Note: Lines 17 through 20 are for information purposes only.
S 17 Member's Share of IRC Section 179 allowed according to PA rules
~ 18 Member's Share of Straight-Line Depreciation
a' 19 Partner's Share of Nonrecourse liabilities at year end
20 Partner's Share of Recourse liabilities at year end
NOTE: Amounts from this schedule must be reported on the appropriate PA Tax Return
owners 1
00000
02511
00000
00000
00000
1 0
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0
~' ~~~~~5
0707215531 07 7
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J 0707215531
PA Schedule RK-1 (09-07)
2007 Resident Schedule of
PA S Shareholder/Partner/Beneficiary Pass Through Income, Loss, and Credits
HAMACHER
LAWRENCE W
Final Y
3490 SULLIVAN ST•
MECHANICSBURG PA 17050
MARY JEAN HAMACHER ESTATE
(Individual=1, PA S Corp=2, All Other Corp=3,
Estatelfrust=4, Partnership=5, LLC=6, Exempt Org.=7)
Stock Ownership %
Amended IN
Benefidary's year end Dlstributbn %
Partners % of:
Profit sharing
CAMP HILL PA 17011 266183544 Loss snaring
Capital
Fiscal Year Y 1119 0 7 0 619 0 8 E (EstatefTrust=E, Partnership=P, PA S Corp =S, LLC=L) Ownership
N General Partner or LLC Member-Manager N Limped Partner or Other LLC Member
1 PA Taxable Business Income (Loss) from Operations
2 Interest Income
~ 3 Dividend Income
a 4 Net Gain (Loss) from the Sale, Exchange, or Disposition of Property
5 Net Income (Loss) from Rents, Royalties, Patents, and Copyrights
6 Income of/from Estates or Trusts
7 Gambling and Lottery Winnings (Loss)
8 Out of State Credits for Resident Partner or Shareholder. Submit statement
a 9 Total Other Credits. Submit statement.
>_ 10 Distributions of Cash, Marketable Securities, and Property - not induding guaranteed payments
a 11 Guaranteed Payments for Capital or Other Services
12 Ail Other Guaranteed Payments for Services Rendered
~ 13 Guaranteed Payments to the Retired Partner
~ 14 Distributions from PA AAA Liquidating N
a' 15 Distributions of Cash, Marketable Securities, and Property
S 16 Nontaxable income or nondeductible expenses required to calculate member or partner Basis (submit
supplemental statement).
Note: Lines 17 through 20 are for information purposes only.
5 17 Member's Share of IRC Section 179 allowed according to PA rules
~ 18 Member's Share of Straight-Line Depredation
°' 19 Partner's Share of Nonrecourse liabilities at year end
20 Partner's Share of Recourse liabilities at year end
NOTE: Amounts from this schedule must be reported on the appropriate PA Tax Return.
owners 1
00000
02511
00000
00000
00000
1 0
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0
L Client's J
0707215531 /~,.nv 0707215531
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0707215531
PA Schedule RK-1 (09-07)
2007 Resident Schedule of
PA S Shareholder/Partner/Beneficia ry Pass Through Income, Loss, and Credits
HAMACHER DAVID BYRON
Final Y
(Individual=l, PA S Corp=2, All Other Corp=3, Owners ]~
Estate/Trust=4, Partnership=5, LLC=6, Exempt Org.=7)
321 COUNTRY CLUB ROAD stock ownership°~ 00000
Amended N
;RED L I O N P A 1 7 3 5 6 Beneficiary's year end Distribution % 0 2 4 9 6
Partner's % of:
MARY JEAN HAMACHER ESTATE Profit sharing 00000
CAMP HILL PA 17011 266183544 Loss sharing 00000
Capital
Fiscal Year Y 1119 0 7 0 619 0 8 E (Estatelrrust=E, Partnership=P, PA S Corp =S, LLC=L) Ownership 0 0 0 0 0
N General Partner or LLC Member-Manager (1~ Limited Partner or Other LLC Member
1 PA Taxable Business Income (Loss) from Operations
_ 2 Interest Income
~ 3 Dividend Income
a 4 Net Gain (Loss) from the Sale, Exchange, or Disposition of Property
5 Net Income (Loss) from Rents, Royalties, Patents, and Copyrights
6 Income of/from Estates or Trusts
7 Gambling and Lottery Winnings (Loss)
8 Out of State Credits for Resident Partner or Shareholder. Submit statement
a 9 Total Other Credits. Submit statement.
>_ 10 Distributions of Cash, Marketable Securities, and Property -not including guaranteed payments
a 11 Guaranteed Payments for Capital or Other Services
12 All Other Guaranteed Payments for Services Rendered
~ 13 Guaranteed Payments to the Retired Partner
~ 14 Distributions from PA AAA Liquidating N
a 15 Distributions of Cash, Marketable Securities, and Property
S 16 Nontaxable income or nondeductible expenses required to calculate member or partner Balls (submit
a supplemental statement).
Note: Lines 17 through 20 are for information purposes only.
S 17 Member's Share of IRC Section 179 allowed according to PA rules
~ 1 S Member's Share of Straight-Line Depreciation
a 19 Partner's Share of Nonrecourse liabilities at year end
20 Partner's Share of Recourse liabilities at year end
NOTE: Amounts from this schedule must be reported on the appropriate PA Tax Return.
L Client's
0707215531 ^,~nv
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1 0
2 0
3 0
4 0
5 0
6 0
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8 0
9 0
1D 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0
0707215531
D707315545
PA Schedule NRK-1 (09-07)
2007 Nonresident Schedule
of PA S Shareholder/Partner/Beneficiary Pass Through Income, Loss, and Credits
NEWMAN
DONNA LEE
Final Y
508 GARDEN OAK COVE
NICEVILLE FL 3257
MARY JEAN HAMACHER ESTATE
CAMP HILL PA 1701
Fiscal Year Y 1119 0 7 0 619 0 8
ICJ General Partner or LLC Member-Manager N
(Individual=1,PA S Corp=2, All Other Corp=3,
Estate/Trust=4, Partnership=5, LLC=6, Exempt Org.=7)
Stock Ownership °k
Amended N
8 Beneficiary's year end Distribution °~
Partners 96 of:
Profit sharing
1 2 6 618 3 5 4 4 Loss sharing
Capital
E (EstatelTrust=E, Partnership=P, PA S Corp=S, LLC=L) Ownership
Limited Partner or Other LLC Member
NOTE: Amounts from this schedule must be reported on the appropriate PA Tax Return.
1 PA Taxable Business Income (Loss) from Operations
_ 2 Net Gain (Loss) from the Sale, Exchange, or Disposition of Property
~ 3 Net Income (Loss) from Rents, Royalties, Patents, and Copyrights
a 4 Income of/from Estates or Trusts
5 Gambling and Lottery Winnings (Loss)
6 PA Nonresident Tax Withheld
a 7 Total Other Credits. Submit statement.
8 Distributions of Cash, Marketable Securities, and Property -not including guaranteed payments
9 Guaranteed Payments for Capital or Other Services
aA 10 All Other Guaranteed Payments for Services Rendered (PA Apportioned Amount Only)
11 Guaranteed Payments to the Retired Partner or Other Services.
~ 12 Distributions from PA AAA Liquidating N
a 13 Distributions of Cash, Marketable Securities, and Property
S 14 Nontaxable income or nondeductible expenses required to calculate member or partner economic
investment (submit supplemental statement)
Note: Lines 15 through 18 are for information purposes only.
5 15 Member's Share of IRC Section 179 allowed according to PA rules
~ 16 Member's Share of Straight-Line Depreciation
a 17 Partner's Share of Nonrecourse liabilities at year end
18 Partner's Share of Recourse liabilities at year end
L 0707315545
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Owners ]r
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02482
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2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
0707315545
Page 1 of 1
E8TATE QF MARY JEAN HAMACNER ~,~n~ ~. O 3 ~
JAMES D HAMACHER~EXECUTOR
871 MIWOY DINE
CAMP H~L. PA 17011 ~nTF ._ ~ ~~
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Branch #
Deposit Acct #
Record Type #
2008 Ju101
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9843865974
1038
DB
$14,470.00
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ESTATE QF MARY JEAN HA
JAMES D HAMACHER,EX U~;; i2E9 ~
871 MALADY LANE SQVEHEIGN
CAMP HILL, PA 17011
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Check/Store # 1040
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Bank # 096
Branch # 06109
Deposit Acct # 0
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12/22/2009
Page 1 of 1
.ESTATE OF MARY JEAN HAMACHER - •' ~ ~ •` °0~~~e~a ~• •` _ 10 3 9 .~•
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Posting Date ~ 2008 Ju107
Research Seq # 5600668488
Account # 9843865974
Check/Store # 1039
DB/CR DB
Dollar Amount $14,470.00
Bank # 096
Branch # 06109
Deposit Acct # 40390756
Record Type # O1
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ESTATE OF MARY JEAN HAMACHER a~~s1t>9 10 4 ~
JAMES D HAMACHFR,EXECUTOR ~ ~ ~.Y
~ 871 MANDY LANE .~
~ • CAMP HILL. PA 17011 n'1~ ~ }
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Posting Date 2008 Ju125
Research Seq # 8032228292
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Check/Store # 1042
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Dollar Amount $15,470.00
Bank # 096
Branch # 06109
Deposit Acct # 0
Record Type # O1
http://comrcw0l webview/inquiry/servlet/inquiry
12/22/2009
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2008- 00037 PA No . 21- 08- 0037
Estate Of : MARY JEAN HAMACHER
(First Middle, Last)
Late Of : UPPER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No:
WHEREAS, on the 10th day of January 2 0 08 an instrument dated
June 12th 1996 was admitted to probate as the last will of
MARY JEAN HAMACHER
(First, Midd/e, Last!
late of UPPER ALLEN TOWNSH/P, CUMBERLAND County,
who died on the 19th day of November 2 0 07 and
WHEREAS, a true copy of the wi 11 as probated i s annexed hereto .
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JAMES DOUGLAS HAMACHER
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 10th day of January 2008.
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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