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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 '. iiAi+. A h~«., tullW~~'~M'f4k'f111~ar7liP/N47~:: M.6?R'W."fMtl1.'•!"^.~~r:w~~.R.~~•r .-+x-.~.:. . 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 rf, . ..,.. ... •. r I f' 070421406? ~' ~lient'~ ~~ ~ ,~ y~ py n 0704214067 ,J Pennsylvania PA-41 Payment Voucher (on bottom of page) _ _ _ _ _ _ _ CUT HERE r L 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 0 215531 J ~~ y ^:x y,,~. 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 VV~.~ 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 v~ir~ 1 0 2 0 3 0 4 0 5 0 6 0 ? 0 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 Client's SPY Owners ]r OD000 02482 ODODO 00000 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 ._ ~ ~~ ~• r - - 1~ ~~!`IO . ~~f: CrC~ ~~N~~~~~~y FOL~~~VID DQLLA ~~~~ ~~ ' ~~ 14egereo~ V n~i~.ns~~ ~ - ~~~~~~~ __ x:03 X30 2955: 98438659~4i~• X03 '. ~_, ~^'~!~ ~' •'-"='!-'.~'"..ra. ~~M~-•~ ;w - , fir.-,~- .w~i. ~w-f _ ~~^ Posting Date Research Seq # Account # Check/Store # DB/CR Dollar Amount Bank # Branch # Deposit Acct # Record Type # 2008 Ju101 8024795397 9843865974 1038 DB $14,470.00 096 06109 0 O1 http://comrcw0l webview/inquiry/servlet/inquiry 12/22/2009 Page 1 of 1 ESTATE QF MARY JEAN HA JAMES D HAMACHER,EX U~;; i2E9 ~ 871 MALADY LANE SQVEHEIGN CAMP HILL, PA 17011 ! PAY TO THE ~~ ~V `~, ~~ ~ ~~ ORDER OF ~~E~.xZ z[~o -~ c 3~,~ 1 4 U --~ c.~>~c ~O ~ ~~~ ~ • ~ k'..gqsap/(C~ DOLLARS U ~: 1~1M&T' Bank MLi~ln'GVL ~ '~/ •~~~~/ { l x:03 L30 2955: 98~.3a659?4~~' i0 ~~'OOOi~.4?000~~ ' 1 ~~ ~' s ~ ~ °0 L ' ' ~ ! ~ ~ ~; ~: ~ 8 zit 3~~GM T ~,~ _ ~~ -.. RBl8 B1 PtZ ~~t ~ s S>DME~EEII I~iYOMISSII~iG P~- = ~ ~ • ~- ~ _. ~. . , _ :.; Mtc. ~ :r 3 gg s ~ ~T d~T ~ - ° ° ~ p• - X ' ' ~ ~ '" ~ i o - ' ~ ~ ~ Z 4 , Yl i~YOO ~ •~ '~ ~m ~-.ti ~ y~w Z ` m ~ ~ _ ~_ ...: ~ ~ - z-- ~ ~ ~ s" 7 0 *N .y. _ ' A } .. A=` II R Posting Date 2008 Jul 15 Research Seq # 5208077620 Account # 9843865974 Check/Store # 1040 DB/CR DB Dollar Amount $14,470.00 Bank # 096 Branch # 06109 Deposit Acct # 0 Record Type # Ol http://comrcw0l webview/inquiry/servlet/inquiry 12/22/2009 Page 1 of 1 .ESTATE OF MARY JEAN HAMACHER - •' ~ ~ •` °0~~~e~a ~• •` _ 10 3 9 .~• JAMES D HAMACHER,D(ECUTOR • .: -• .. ; ' ~ . - ~ ~`~~~ ~ ~ - ~ - .. • . s~~ MAI~r ~ _ - . • • CAMP HILL., PA• ~7Qti1 . - .. DA'rs ~ _ - _ -,. r. ~ • ' ~ _ ' PAY •ro TES - V ~~ • ~ ('~ ,.. .r ORDER OF ` ~~ .~ • ~ ~ ~~ b ~ C~ s ~ ~ "' ~~ ~~~ DOLLARS '_ ~ SS«~ /~~ -:~:03L302955~: ~ -• 98~.-38654?~~'103 .~-. -- -: - -.--. -.-- ~- .~ _. . ~- - ~. •• _ •• -- :. _ 's t _ _ - ~ - - 4 - ^ ~ ~ _ T ~.. V G' ~;j r. 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 - -.. . - .. _, S :=; ..~ .~ -~ . ~ ~.• -- .. ~ :• - ~ .. ~; ~ - = 77 :+~ w fr • J . ~•!i r J - ~ '~ i .n ,~I ..~ m~ ~: a• 0 m V d VG l e http://comrcw0l webview/inquiry/servlet/inquiry 12/22/2009 Page 1 of 1 ESTATE OF MARY JEAN HAMACHER a~~s1t>9 10 4 ~ JAMES D HAMACHFR,EXECUTOR ~ ~ ~.Y ~ 871 MANDY LANE .~ ~ • CAMP HILL. PA 17011 n'1~ ~ } ~ f PAYTOTIIE ~O~j 1 ~ ~~~,~~~~ Q~ w -~~ E _ ~ ~" L ~- ~ ~ S ~. a ~ ~~ ~ f~s1M&T Bank ~ w~ onto. x:03 L302955r: 98~,3B659?4u'~0 - ~66~e~2~ 2i 6s~ ~~~ ~ ~s -- ~~~- - a i i E~43 i 99 6292 ~~3f ~6~~2sg~< ' ~ . t~ . ~, . ~ • - - v~ . ~ - - v,. - • . -.1 Posting Date 2008 Ju125 Research Seq # 8032228292 Account # 9843865974 Check/Store # 1042 DB/CR DB 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) --. ,~ .. ~