HomeMy WebLinkAbout04-0659Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Made M Hammond
also known as
Marlo M. Hammond
, Deceased
to sq
Social Secudty No 180-01-9714
Petitioner(s), who is/am t8 ~am of age or older, apply0ss) for:
(COMPLETE "A" OR "B" BELOW:)
] A, Probate and Grant of Letters and aver that Petitioner(s) is/are the executors named in the Last Will of the
Decedent, dated 11/28/1995 and codicil(s) dated
\*The first named executor, Walter D. Hammond, passed away on November 27, 2003 (s¢~ Item VI of thc Will).
State relevant circumstances, e.g., renunciation, death of~(ecolor, otc
Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the decument~ offered
for probate; was not the victim of a killing and was never adjudicated incapacitated: r
] (c.t.a., d.b.n.c.t.a.: pandente lite, dumnte abeenfia; durante minoffiate)
B.
Grant
of
Letters
of
Administration
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the'fdllowing spouse
(if any) and heirs: ~
I Name Relationship Residence [
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last famity or principal
residence at 121 Walnut Bottom Roac~ (Shippensburg Township) Shippensburg? Pennsylvania
0ist street, number and municipality)
Decedent, then .87 years of age, died July 8 ,2004 , at Shippcnsburg Health Care Center
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA) All personal property ......................................... $ 120~000.00
(if not domiciled in PA) Personal property in Pennsylvania .................... $
(If not domiciled in PA) Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $ 120~000.00
Real Estate situated as folicws:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
r .,~./ .~d' S?~-e /.~/ ~ Typed or printed name and residecce
8025 North 104th Drive~ Peoria, AZ 85345
Jack D. Hammond
8851 Willowga~ Lane~ Hub~r Heights? OH 45424
~.o,:~~".
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.l- . egrster or ,1I1 ,,8 aI cnmner.l:.&!lCl Cc:nll:_t"}'
STATUS REPORTl;~""DERRULE 6.12
l';ame or Decedent:
Iii .i-! 1:' I f
If!
.-1 J /-t ,n if /.
Date of Death:
(' l Ie' IE-Ie y
Estate No.:
,(,,,. I '.
\,/ ,'L'- r' {/'t~'.... ("":'.'''; /
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the followim:
IV:th respect to completion of the administration oft.1J.e above-captioned estate: ~
. . State whether administration of the estate is complete:
Yes)2L No 0
7 If the amwer is No, state when the personal representative reasonably believes that
the administration w1ll be complete:
), Ift.1j,e answer to No.1 is Yes, state the fonowing:
a. Did the personal representative file a final account with the Com?
Yes 0 NoR
b, The separate Orphans' Court No, (if any) for the personal representative's
account is:
,-" Did the perso~ representative state an account informally to the pfu-ties in
interest? Yes,W/ No 0
,.
,-"
Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed v;rith the Clerr of the Orphans' Court and may be
attached to tbis report. "
J.
't' . i '
Date: U / '.;/ I
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Signature
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"".-.--~ L-c,u:.-.;.sel :or pe:-sOIl2.1 rep:-ese:::2..t:~\,-::
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
Sworn to and affirmed and subscribed
~ --, -~-,J .lack D. Hammond
before me this ~ ~-~ [~ day of
DECREE OF REGISTER
and correct to the best of the knowledge and belief of Petitioner(s) and that,
Petitioner(s) will well and truly administer the estate according to law.
Estate of Marie M Hammand
Deceased
iepresentative(s) of the Decedent,
also known as
Social Secudty No: 180-01-9714 . Date of Death:.7/8/2004
AND NOW,. ~\~.t \L~c, '~ (~.31-~ , , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~1 Testamentary CI of Administration.
(c.t.a., d,b,n,c.t.; pendente lite; durante abse~tia; durante minoritate)
are hereby granted to\*-lack D. H~mmond and Carol A. Hand
in the above estate and that the instrument(s), if any, date(tw°vember 28, 1995
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ....................................
Short Certificate(s) ............... $ ~-~,
Renunci~ion .......................... $
Affidavit ( ) .......................
Extra Pages ( ) ..............
Codicil .................................
JCP Fee .................................
Inventory & Tax Forms .............
Other ......................................
TOTAL ........................... .$ c~"~'~,
Attorney: HAMILTON C. DAVIS
I.D. No: 10264
Address: P.O. BOX 40
SI-]]PPENSBURG PA 17257
Telephone: 532-5713
DATE FILED:
, F:\I~PS,I\~ILL$\pA~/ORK\HAI4HO#D#.~LL 11/22/~5 3:50pm ~ed
L~ST W~LL ~ TEST~IENT
I, MARIE M. HAMMOND, of the Borough of Shippensburg,
Cumberland County, Pennsylvania, declare this to be my Last Will
and Testament and revoke any Will or Codicil previously made by me.
ITEM I: I direct that all my just debts (except as may be
barred by a Statute of Limitations) and my funeral expenses
(including my gravemarker and expenses of my last illness)~hall be
paid from my residuary estate as soon as practicable ~fter my
decease as a part of the administration of my estate.
ITEM II: I give and bequeath all my tangible personal property,
including but not limited to, any and all automobiles and other
motor vehicles, household goods and furniture and furnishings,
china, silverware, jewelry, ornaments, works of art, books,
pictures, wearing apparel and personal effects, but excluding cash
on hand and tangible evidences of intangible personal property
together with any policies of insurance applicable thereto
including any prepaid premiums thereon to my husband, WALTER D.
HAMMOND, or if he fails to survive me, to such of my children, JACK
D. HAMMOND and CAROL A. HAND, as shall survive me, in as nearly
equal shares as is practicable.
ITEM III: I devise and bequeath all the residue of my estate of
every nature and wherever situate to my husband, WALTER D. HAMMOND,
providing he shall survive me by thirty (30) days. Should my
husband, WALTER D. HAMMOND, predecease me or die on or before the
thirtieth (30th) day following my death, I devise and bequeath all
the residue of my estate of every nature and wherever situate in
equal shares to such of my children, JACK D. HAMMOND and CAROL A.
living on the thirty-first (31st) day following my
HAND, as are
death.
ITEM IV:
Should my daughter, CAROL A. HAND, predecease me or
die on or before the thirtieth (30th) day following my death, I
devise and bequeath the share that CAROL A. HAND would have
received to my son, JACK D. HAMMOND. Should my son, JACK D.
HAMMOND, predecease me or die on or before the thirtieth (30th) day
following my death but leaving descendants who so survive me, such
descendants shall receive, per stirpes, the share that JACK D.
F~MOND would have received had he so survived me.
ITEM V: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VI: I appoint my husband, WALTER D. HAMMOND, Executor of
this my Last Will. Should he fail to qualify or cease to act as
Executor, I appoint my son, JACK D. HAMMOND, and my daughter, CAROL
A. ~AND, alternate Co-Executors of this my Last Will.
ITEM VII: I direct that my Executor or their successors shall
not be required to give bond for the faithful performance of their
duties in any jurisdiction.
ITEM VIII: My individual fiduciary shall be entitled to
reasonable compensation for his or her services rendered from time
2
to time and/or to reimbursement of out of pocket expenses.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
Last Will and Testament, written on four ( 4 ) sheets of paper,
dated this Z~ day of /~J6~w~.~ , 1995.
MARIE M. ~
The preceding instrument, consisting of this and three ( 3 )
other typewritten pages, each identified by the signature or
initials of the Testatrix, was on the day and date thereof signed,
published and declared by the Testatrix therein named, as and for
her Last Will, in the presence of us, who, at her request, in her
presence, and in the presence of each
names ~ witnesses h~reto.
· esiding at
~ ~ ~/~ residing at
other have subscribed our
3
COMMONWEALTH OF PENNSYLVANIA :
: SS ·
COUNTY OF CUMBERLAND :
I, MARIE M. HAMMOND, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
as my free and voluntary act for the purposes therein expressed.
MARIE M. HAMMOND
Sworn to or affirmed and acknowledged
before me by ~h~ rm. ~A~o~m
Testatrix, this ~E~ day of
COMMONWEALTH OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
, the
SS.
the witnesses w~0se n~ are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testatrix sign and execute the
instrument as her Last Will; that the Testatrix signed willingly
and executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and
sight of the Testatrix signed the Will as a witness; and that to
the best of our knowledge the Testatrix/as at the time eighteen
(18) or more years of age and of sound m~d and under no,constraint
or undue influence. ~ ~// /// //~
Sworn to or affirmed and subscribed to
before me by ~ c. ~A~I~ and
-~m r~. ~W~ , witnesses, this
~84w~ day of ~o~.~_~_. , 1995.
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg, PA 17201
717-264-6029
Fax: 717-264-1884
zulnerlaw~ear tldink, net
Dale F. Shughart, Jr.
of counsel
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P. O. Box 40
Shippensburg, PA 17257
717-532-5713
Fax: 717-530-5222
hamillondavislaw(~comcast .net
Office of Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
September 17, 2004
RE: MARIE M. HAMMOND ESTATE
ESTATE NO.: 21-04-0659
To Whom It May Concern:
Enclosed herewith please find a check in the amount of $10,000.00 in partial payment of the
Pennsylvania Inheritance Tax as payment at discount for the above estate. Since the discount period
runs until October 7, 2004, this payment is timely filed. Please provide me with a receipt for same.
If you should have any questions, please call my Shippensburg office.
Sincerely,
Hamilton C. Davis
for Zullinger-Davis
Professional Corporation
HCD:tjb
Enclosure
Reply to:
Hamilton C. Davis, Esquire
P. O. Box 40
Shippensburg, PA 17257
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0§01
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 0O4402
DAVIS HAMILTON C
P O BOX 040
SHIPPENSBURG, PA
17257-0040
fold
ESTATE INFORMATION: SSN: 180-01-9714
FILE NUMBER: 2104-0659
DECEDENT NAME: HAMMOND MARIE M
)ATE OF PAYMENT: 09/20/2004
POSTMARK DATE: 09/18~2004
:OUNTY: CUMBERLAND
DATE OF DEATH: 07/08/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $10,000.00
R~EMARKS:
CHECK# 104
SEAL
TOTAL AMOUNT PAID:
~ 10,000.00
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County _ Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
DAVIs H~24ILTON C
P 0 BOX 040
SHIPPENSBURG, PA 17257-0040
RE: Estate of HA/~MOND MARIE
File Number: 2004-00659
Dear Sir/Madam:
It has Come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULEs,
NO. 103 SUPREME COURT RULEs DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the
COUnsel, within ten (10) d personal representative or
beneficiaries .... ays after ~ivi~- .his
~u intestate heirs a =~? P~o~er notice to the
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
s ~u~rea Dy subdivision
of the Orphans. Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
Clerk of the
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
HAND CAROL A
8025 NORTH 104TH DRIVE
PEORIA, AZ 85345
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
It has COme to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULEs,
NO. 103 SUPREME COURT RULEs DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
Counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans. Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER S~~
Clerk of the Orphans, Court
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
DAVIS HAMILTON C
P O BOX 040
SHIPPENSBURG, PA 17257-0040
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
~DA FARNER ST~
Clerk of the Orphans' Court
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
HAND CAROL A
8025 NORTH 104TH DRIVE
PEORIA, AZ 85345
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
GLEN~EA~RNER ST~
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
HAMMOND JACK D
8851 WILLOWGATE LANE
HUBER HEIGHTS, OH 45424
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER S
Clerk of the Orphans' Court
18-22-'84 15:47 FI~Otq-ZULLINC.~fl-DAVIS PfiOF 717-538-5222 T-815 P02/B2 U-788
Name ~fD~,~mt:
D~to of Doath:
Will No,:
PA No:
To tho Re~.
Addr~
CAROL A. HAND
North 104~ Drive. P~;~ri~, AZ 85345
)'ACK D. I-IAI~OND
8851 Willovn~t~n H. her__ I~?1~, OH 45424
Notice has now been 8ivm to nil pennons entitled ~ undo' Rule 5.~a) ~.cept None
LAW OFFICES OF
ZULLINGER- DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg, PA 17201
717-264-6029
Fax: 717-264-1884
~earthlink.net
Subject: ES
Dale F. Shughart, Jr.
of counsel
From:
Hamilton C. Davis
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, PA 17257
717-532-5713
Fax: 717-530-5222
hamiltondavislaw~,comcast.net
Fax#:
Date:
Fax #: 717-530-5222
Or: ([] Nichole J. Kellert [] Terri J. Burkholder [] )
We are transmitting a total of '7_
__ pages to you, including this cover page.
An ORIGINAL: __ will not follow;_~ will follow: fi<: via U.S. Mail; via Messenger via email.
Please call (717)532-5713 if your copy quality is not adequate or if there are problems with your reception.
- , j,-, ..... / ' ,.~ ._ _ . ....
CONFIDENTIAL
The 'nforma 'on contained in this facsimile message ~s attorney pnwle ed and ¢onfidentml
· ' ' g ' information intended only ilar the use of the individual or
entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of
this communication is strictly prohibited. If you have received this facsimile in error, please immediately noti~, us by telephone and return the
message via U.S. mail to the above address.
Name of Decedent:
Date of Death:
Will No.:
PA No:
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Marie M. Hammond
July 8, 2004
2004-00659
21-04-0659
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
,2004:
Name Address
CAROL A. HAND 8025 North 104th Drive, Peoria, AZ 85345
JACK D. HAMMOND 8851 Willowgate Lane, Huber Heights, OH 45424
Notice has now been given to all persons emitled thereto under Rule 5.6(a) except
Date: 0~'/$/20 04
None
Name: Itfimilton C. Davit'Esq.
Address: P.O. Box 40
Telephone:
Capacity: __
ShppensburgPA 17257
717-532-5713
personal representative
X counsel for personal
repr~e~. ~tive
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HAMMOND JACK D
8851 WILLOWGATE LANE
HUBER HEIGHTS, OH 45424
.------- fold
ESTATE INFORMATION: SSN: 1 80-01-971 4
FILE NUMBER: 2104-0659
DECEDENT NAME: HAMMOND MARIE M
DATE OF PAYMENT: 03/29/2005
POSTMARK DATE: 03/29/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 07/08/2004
NO. CD 005129
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $60.81
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$ 60.81
REMARKS: J S HAMMOND
CHECK# 111
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~.
~~ . ,!GO EX +(..;.,
.
COMMONWEAL n; OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRI~RII~ PA t71?A-nj:;n1
No ~. ~ROBfrrs~ l>UJ:,
II
REV-1500 i
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFF'lC1AL USE ONl.Y
FilE NUMBER
21 04
COUNIY CODE YEAR
SOCIAL SECURIIY NUMBER
00659
NUMBER
.....
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i DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
i HAMMOND, MARIE M
I
fDATE OF DEATH (MftoHJD-YEAR)
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
180-01-9714
DATE OF BIRTH (MM-DD-YEAR)
I
i 07/08/2004
08/20/1916
REGISTER OF WILLS
SOCIAL SECURIIY NUMBER
; (IF APPLICABLE) SURVIVING SPOUSE'S NAME LAST, FIRST AND MIDDLE INITIAL)
I
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.....
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I8J 1. Original Return
o
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o
o 2. Supplemental Return
o
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o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
4. limited Estate
4a. Future Interest Compromise (date of death
after 12-12.82)
7. Decedent Maintained a living Trust(Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
6. Decedent Died Testate (Attach copy
of Will)
9. litigation Proceeds Received
......
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(Jo.
iTREPHONE NUMBER
717/532-5713
20 East Burd Street, Suite 6
Shippensburg, P A 17257
(1 ) None
(2) None
(3) None
(4) None
(5) 199,472.58
(6) None
(7) 56,400.00
(8)
(9) 19,070.03
(10) 1,533.00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
OFFiCIAL USE ONLY
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
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UJ
0::
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
C~)
C0
255,872.58
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11 )
20,603.03
235,269.55
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)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
235,269.55
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 235,269.55 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
~
.....
::l (17)
0. 17. Amount of Line 14 taxable at sibling rate x .12
:E
0
(J
>< 18. Amount of Line 14 taxable at collateral rate (18)
~ x .15
19. Tax Due (19)
10,587.13
10,587.13
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Form REV-1500 EX (Rev. 6-00)
Copyright 2000 form software only The Lackner Group, Inc.
Decedent's Complete Address:
STREET ADDRESS
]21 WALNUT BOTTOM ROAD
CITY
SHIPPENSBURG
i STATE PA
1 ZIP 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
10,587.13
10,000.00
526.32
Total Credits (A + B + C)
(2)
]0,526.32
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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) 0.00
(4)
(5) 60.81
(5A)
(5B) 60.81
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 No
a. retain the use or income of the property transferred;................................................................................ ~ I
:: ~::::~ :~e~;~:i:~~~s:~~;:s~~. .~~~~~.~~~ .~~~ .~~~~~~ .~~~~~~~~~~~.~~. .i~~. ~~~~~.~;.........:......:.. :..:..:..:..:..............:...... ........
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?................................................................................................................... ~
D
D
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? .................... .......... ...................................... ........ .............. ........................
D
~
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum. 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 pr~parer has any knowled .
SIGNATURE OF PERSON RESPONSIBL FOR FILING RETURN -
COLA. HA
DATE
.3-tt~r
DATE
ADDRESS
~-(~-~
DATE
20 East Burd Street, Suite 6
Shippensburg, P A 17257
1/2..Y/Dr
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 3% [72 P.S. 99116 (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 0%
[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 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 0% [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 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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
RESIDENT DECEDENT
I FILE NUMBER
21 - 04 - 00659
ESTATE OF HAMMOND, MARIE M
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
1
DESCRIPTION
ORRSTOWN BANK - CHECKING ACCOUNT NO. 103003646
VALUE AT DATE
OF DEATH
81,557.71
2
ORRSTOWN BANK - CHECKING ACCOUNT NO. 103003646 - ACCRUED INTEREST TO DATE
OF DEATH
1.01
3
ORRSTOWN BANK - STATEMENT SAVINGS ACCOUNT NO. 30176
17,612.70
4
ORRSTOWN BANK - STATEMENT SAVINGS ACCOUNT NO. 30176 - ACCRUED INTEREST TO
DATE OF DEATH
1.35
5
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 30050252
20,000.00
6
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 30050252 - ACCRUED INTEREST TO
DATE OF DEATH
6.77
7
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 30050707
20,000.00
8
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 30050707 - ACCRUED INTEREST TO
DATE OF DEATH
11.45
9
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 30052776
20,000.00
10
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 30052776 - ACCRUED INTERETS TO
DATE OF DEATH
9.26
11
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 5030063836
20,000.00
12
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 5030063836 - ACCRUED INTEREST TO
DATE OF DEATH
14.38
13
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 5030065944
20,000.00
14
ORRSTOWN BANK - CERTIFICATE OF DEPOSIT NO. 5030065944 - ACCRUED INTEREST TO
DATE OF DEATH
7.95
Total of Continuation Schedule(s)
TOTAL (Also enter on Line 5, Recapitulation)
250.00
199,472.58
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
ESTATE OF HAMMOND, MARIE M
I FILE NUMBER
21 - 04 - 00659
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
15
DESCRIPTION
THE FOREGOING BAKN ACCOUNTS/CERTIFICATES OF DEPOSIT HAD BEEN JOINT
BETWEEN THE DECEDENT AND HER LATE HUBAND, WALTER D. HAMMOND. WALTER D.
HAMMOND PREDECEASED THE DECEDENT (HIS DATE OF DEATH WAS NOVEMBER 27,
2003) BUT THE ACCOUNT TITLING WAS NOT CHANGED PRIOR TO THE DEATH OF MARIE
M. HAMMOND.
VALUE AT DATE
OF DEATH
0.00
16
MISCELLANEOUS PERSONAL EFFECTS
250.00
Page 2 of Schedule E
B".
-..~--~
,.-.>,'~ <
f".- 'hi>';'! t.
ORRSTOWN BANK
c'" ~ C) ~
,.)~: {} ~ '".
TO: Law Offices Of
Zullinger-Davis
20 East Burd Street Suite 6
PO Box 40
Shippensburg, PA 17257
FROM: ORRSTOWN BANK
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Marie M Hammond DECEASED
DATE OF DEATH: July 5, 2004
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1) CHECKING ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
103003646 Walter D Hammond 11/12/02 81,557.71 1.01
Marie M Hammond
SAVINGS ACCOUNT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
30176 Walter D HammQnd 4/4/83 17,612.60 1 35
Marie M Hammond
(3) CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLEOFACCOUNT
30050252 Walter D Hammond
Marie M Hammond
30050707 Walter D Hammond
Marie M Hammond
30052776 Walter D Hammond
Marie M Hammond
5030063836 Walter D Hammond
Marie M Hammond
5030065944 Walter D Hammond
Marie M Hammond
9/01/04 By Timothea Customer Service Operator
DATE OF DEATH
DATE OPENED PRINCIPLE & ACCRUED INTEREST
11/25/94 20,000.00 6.77
12/16/94 20,000.00 11.45
8/25/95 20,000.00 9.26
8/17/99 20,000.00 14.38
2/28/00 20,000.00 7.95
.~.
~
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RFSlnFNT nF
ESTATE OF
HAMMOND, MARIE M
FILE NUMBER
21 - 04 - 00659
This schedule must be completed and filed if the answer to any of questions 1 throu!;; h 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH: %OF
Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET' DECD'S EXCLUSION TAXABLE VALUE
NUMBER Attach a copy of the deed for real estate. i INTEREST (IF APPLICABLE)
1 GIFTS MADE BY THE DECEDENT DURING THE 31,200.001 100% 3,000.00 28,200.00
LAST YEAR PRIOR TO HER DEATH TO HER SON, I
JACK D. HMtIMOND I
!
'.
,
i
!
2 GIFTS MADE BY THE DECEDENT DURING THE 31,200.001 100% 3,000.00 28,200.00
LAST YEAR PRIOR TO HER DEATH TO HER I
i
DAUGHTER,CAROLA. HAND
I
!
TOTAL (Also enter on line 7, Recapitulation) 56,400.00
.
SCHEDUlE H
FUNERAl EXPENSES &
AOWNSTRATlVECOSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
ESTATE OF HAMMOND, MARIE M
I FILE NUMBER
I 21 - 04 - 00659
Debts of decedent must be reported on Schedule I.
ITEM I DESCRIPTION
NUMBER,
A. FUNERAL EXPENSES:
1 FOGELSANGER-BRICKER FUNERAL HOl\lIE - FUNERAL EXPENSE
AMOUNT
8,334.50
2 CAROL A. HAND - FUNERAL EXPENSE REIMBURSEl\IIENT
1,935.63
3 JACK D. HAMMOND - FUNERAl EXPENSE REIMBURSEl\IIENT
347.40
B. ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
CAROL A. HAND JACK D. HAMMOND
0.00
-WAIVED
Social Security Number(s) I EIN Number of Personal Representative(s):
161-32-3503 196-38-5575
Street Address
City
Year(s) Commission paid 2005
Attomey's Fees HAMILTON C. DAVIS, ESQUIRE
State
Zip
2.
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant NONE
Street Address
7,000.00
0.00
City
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS - PROBATE
REGISTER OF WILLS - FILE INHERITANCE TAX RETURN
State
Zip
4.
278.00
15.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
CUMBERLAND LAW JOURNAL - ADVERTISE LETTERS TEST Al\IIENT ARY
75.00
2
THE NEWS CHRONICLE - ADVERTISE LETTERS TESTMvIENTARY
84.50
Total of Continuation Schedule(s)
1,000.00
19,070.03
TOTAL (Also enter on line 9, Recapitulation)
~
~
SchecUe H
R.reraI Exper ISeS &
AdniistraivaCoslsca1in.Ed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RF'!';lnF'NT nF'r.F'nF'NT
ESTATE OF
HAMMOND, MARIE M
I FILE NUMBER
I 21 - 04 - 00659
...
,)
RESER VE FOR CONTINGENCIES AND FINAL CLOSING COSTS
1,000.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF HAMMO RIE
I ND,MA M
I FILE NUMBER
I 21 - 04 - 00659
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
SHIPPENSBURG HEALTH CARE CENTER - FINAL MEDICAL BILLS AND HEALTH CARE
EXPENSES OF DECEDENT
AMOUNT
1.533.00
TOTAL (Also enter on Line 10, Recapitulation)
1,533.00
REV-1513 EX+ (9-00)
~
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RFSlnFNT nFr.FnFNT
ESTATE OF
HAi\lTh'IOND, MARIE M
FILE NUMBER
21-04-00659
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
CARAL A. HAND
8025 NORTH 104TH DRIVE
PEORIA, AZ 85345
DAUGHTER
.ONE-HALF
'REMAINDER OF
!EST ATE
2 JACK D. HAMMOND .
8851 WILLOWGA TE LANE
HUBER HEIGHTS, OH 45424
SON
ONE-HALF
iRElVIAINDER OF
!EST ATE
I
I
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheeti
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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
"'<....
~
F:\WP51\WILlS\PAYORK\HAMMONDM.~Ll 11/22/95 3:50pm Wed
LAST WILL AND TESTAMENT
I, MARIE M. HAMMOND, of the Borough of Shippensburg,
Cumberland County, Pennsylvania, declare this to be my Last will
and Testament and revoke any Will or Codicil previously made by me.
ITEM I: . I direct that all my just debts (except as may be
barred by a statute of Limitations) and my funeral expenses
(including my gravemarker and expenses of my last illness) shall be
paid from my residuary estate as soon as practicable after my
decease as a part of the administration of my estate.
ITEM II: I give and bequeath all my tangible personal property,
including but not limited to, any and all automobiles and other
motor vehicles, household goods and furniture and furnishings,
china, silverware, jewelry, ornaments, works of art, books,
pictures, wearing apparel and personal effects, but excluding cash
on hand and tangible evidences of intangible personal property
together with any policies of insurance applicable thereto
including any prepaid premiums thereon to my husband, WALTER D.
HAMMOND, or if he fails to survive me, to such of my children, JACK
D. HAMMOND and CAROL A. HAND, as shall survive,me, in as nearly
equal shares as is practicable.
ITEM III: I devise and bequeath all the residue of my estate of
every nature and wherever situate to my husband, WALTER D. HAMMOND,
providing he shall survive me by thirty (30) days. Should my
husband, WALTER D. HAMMOND, predecease me or die on or before the
thirtieth (30th) day following my death, I devise and bequeath all
i
1
~
...
the residue of my estate of every nature and wherever situate in
equal shares to such of my children, JACK D. HAMMOND and CAROL A.
HAND, as are living on the thirty-first (31st) day following my
death.
ITEM IV: Should my daughter, CAROL A. HAND, predecease me or
die on or before the thirtieth (30th) day following my death, I
devise and bequeath the share that CAROL A. HAND would have
received to my son, JACK D. HAMMOND.
Should my son , JACK D.
HAMMOND, predecease me or die on or before the thirtieth (30th) day
following my death but leaving descendants who so survive me, such
descendants shall receive, per stirpes, the share that JACK D.
HAMMOND would have received had he so survived me.
ITEM V:
I direct that all taxes that may. be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VI: I appoint my husband, WALTER D. HAMMOND, Executor of
this my Last will. Should he fail to qualify or cease to act as
Executor, I appoint my son, JACK D. HAMMOND, and my daughter, CAROL
A. HAND, alternate Co-Executors of this my Last Will.
ITEM VII: I direct that my Executor or their successors shall
not be required to give bond for the faithful performance of their
duties in any jurisdiction.
ITEM VIII:
My individual fiduciary shall be entitled to
reasonable compensation for his or her services rendered from time
2
to time and/or to reimbursement of out of pocket expenses.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
Last will and Testament, written on four ( 4 ) sheets of paper,
dated this zgt0. day of ;vdv'e-wr k,
\
, 1995.
rJ~ 1'/7. /1tJ-A-~--~ (SEAL)
MARIE M. HAMMOND
The preceding instrument, consisting of this and three ( 3 )
other typewritten pages, each identified by the signature or
initials of the Testatrix, was on the day and date thereof signed
.. ,
published and declared by the Testatrlx thereln named, as and for
her Last Will, in the presence of us, who, at her request, in her
presence, and in the presence of each other have subscribed our
names witnesses h reto.
residing at
;l/~/J- > /;g
, /
J~ 1f( ~~tI1<J
./
residing at
,fe;rbU;Y / Jl+
3
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
I, MARIE M. HAMMOND, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last willi and that I signed it willingly and
as my free and voluntary act for the purposes therein expressed.
0t (;3v~ h r ~~--~AL)
MARIE M. HAMMOND
Sworn to or affir~ed and acknowledged
before me by I'nARle m. HAr'V\MCA.li> , the
Testatrix, this ,.;)g-fl-, day of
n~ , 1995.
IeOT A.RlAl SW
LO:S A. &W..ENaeRGER. t40tary P'liWt
tl~~Bora. CKm~ ~_.1'4
~ c.,;~~ &pUu &krctl 3. 1~
COMMO~~EALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
We, ;/dz-1,~i r~t(, '? and 7iZ;"" jr1. B/Z...J:.v.--r .
the witnesses w ose nam s are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testatrix sign and execute the
instrument as her Last willi that the Testatrix signed willingly
and executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and
sight of the Testatrix signed the will as a witness; and that to
the best of our knowledge the Testatrix as at the time eighteen
(18) or more years of age and of sound~' d and under no onstraint
or undue influence.
(.
JM If PAJ1/lAJ
"-
Sworn to or affirmed and subscribed to
before me by ~.A"""'L.TOrJ c-. 7X>AIJ/$ and
-n2INA rr.. .[;,R..oot::r;;:7\JS , witnesses, this
c::(B.fI-... day of n~. 1. L_ , 1995.
~o. ~A(r
N tary Public
lar tJiAl SCAt
u=s ~ ~~ N*lPMbll
Stt~~~ C=I~~Pl
fir ~ expr.. kcti l -
4
06-20-2005
HAMMOND
07-08-2004
21 04-0659
CUMBERLAND
101
APPEAL DATE: 08-19-2005
( See reverse side under Objections)
Anount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFp-cD3:Dsi-NDTICE-DF-INHERITANCE-TAX-APPRAIsEMENT:-ALLDWANCE-DR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIE M FILE NO. 21 04-0659 ACN 101
BUREAU OF INDIVIDUAL T~ES'
INHERITANCE TAX DIVISION -
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
!: t;I,
, ......~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
If
O'"'~' ".,'
r;f-"l'i-\:"; :)
HAMI L TO~l~'liAVIS
ZULLINGER DAVIS
20 E BURD ST STE
SHIPPENSBURG
6
PA 17257
ESTATE OF
HAMMOND
*'
REV-1547 EX AFP (06-05)
MARIE
M
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHANGED
DATE 06-20-2005
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
5. Cash/Bank D8Posits/Hlsc. Personal Property (Schedule E)
6. ~olntly Owned Property (Sch.dul. f)
7. Transfers (Schedule G)
8. Total Assets
III
121
131
141
151
161
(7)
.00
,00
.00
,00
199.472.58
.00
56,400.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hlsc. Expenses (Schedule HJ
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
1101
19,070.03
1.533.00
1111
1121
1131
1141
NOTE: If an asses..ent was issued previously, lines
reflect figures that include the total of abb
ASSESSMENT OF TAX:
IS. ~ount of Line 14 at Spousal rate (IS)
16. ~ount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rata (18)
19. Principal Tax Due
EDI S:
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forB with your
tax pay.ent.
255,872.58
?O.6n~ n~
235,269.55
,00
235,269.55
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
235,269.55 x 045 =
.00 x 12 =
.00 x 15 =
1191=
+
AIIllUNT PAID
10,000.00
60.81
DATE
09-18-2004
03-29-2005
NUHBER
CD004402
CD005129
INTEREST/PEN PAID I-I
526.32
.00
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST,
.00
10,587.13
.00
.00
10,587.13
10,587.13
.00
.00
.00
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE OUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I
Cumberland County - Ke~~u~~~ __
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
DAVIS HAMILTON C
20 E BURD ST STE 6
PO BOX 40
SHIPPENSBURG, PA 17257-0040
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent1s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/08/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of che Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Keg~~~~~ ~-
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
HAND CAROL A
8025 NORTH 104TH DRIVE
PEORIA, AZ 85345
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/08/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~-~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland. COUTlL.Y - n~::?~~~__
One Courthouse Square
Carlislel PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
HAMMOND JACK D
8851 WILLOWGATE LANE
HUBER HEIGHTS I OH 45424
RE: Estate of HAMMOND MARIE M
File Number: 2004-00659
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/08/2006
Please feel free to contact this office with any questions you may
have, If you have already filed your Status Report I please disregard
this notice.
SincerelYI
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel