HomeMy WebLinkAbout04-09-1215D561D143
REV-1500 Ex(°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.28osot INHERITANCE TAX RETURN 21 12 ~~C.~
Harrisburg, PA 17128-OSOt RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
O1 03 2012 02 06 1928
Decedent's Last Name
HUTCHINSON
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Spouse's Social Security Number
Suffix Decedent's First Name MI
LOIS A
Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
x^ 1. Original Return ~ 2. Supplemental Return
4. Limited Estate ~ 4a. Future Interest Compromise
(date of death after 12-12-82)
g Decedent Died Testate
(Attach Copy of Will) ~ Decedent Maintained a Living Trust
(Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. between12~3~~J~a d~tTdatges~f death
3. F;emainder Return (date of death
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytinne Telephone Number
GEORGE F DOUGLAS III ESQ 71'7 249 6333
First line of address
354 ALEXANDER SPRING RO
Second line of address
City or Post Office
CARLISLE
State ZIP Code
PA 17015
Correspondent's a-mail address: gdougllS@Salzmannhughes.COm
REGISTER OF WILLS USE ONLY
n '"`''
~~
~' "'"
~
t~
~i~
f
3 ~,
C. ~
--i
-x; ~~
°; `-~
- a"'~
-^t'j
I
cj
E~ -;
~^
__ >`~t
~` `''~ ~J
-- ~,
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG RE OF PERSON SPONSIBLE FOR FILING RETURN DATE
~~~ ~ David S Hutchinson ~~ S- ~JZ
357 N. Hanover St., Carlisle. PA 17013
q~ IGNATURE OF PREPARER OTHER THAN EPRESENTATIVE DATE
Iln ,.,n ~_ /_' Y~. e...,..~n ~ ~ Genrap F Douglas- III Esa- r/_ I ~ ~ I Z
'ADDRESS - (~
PA 354 Alexander Sprin;; Rd.. GarliGlp, pa 1701
Side 1
150561D143 15D561D143
J
15D5610243
REV-1500 EX
Decedent's Social Security Number
DecedenCsName HUtChII1S011, LOIS ~1.
RECAPITULATION
1. Real Estate (Schedule A) ...................................................................................... . 1.
2. Stocks and Bonds (Schedule B) ............................................................................ . 2.
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)........ . 3.
4. Mortgages 8 Notes Receivable (Schedule D) ....................................................... . 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 40 , 084.94
7. Inter-Vivos Transfers & Miscellaneous Nnn; Probate Property
(Schedule G) (_J Separate Billing Requested............ 7,
8. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 4O , 084.94
9. Funeral Expenses & Administrative Costs (Schedule H) .............................. ......... 9. 92 4.68
10. Debts of Decedent, Mortgage Liabilities, i£ Liens (Schedule I) ..................... ......... 10.
11. Total Deductions (total Lines 9 & 10) .......................................................... ......... 11. 924.68
12. Net Value of Estate (Line 8 minus Line 11) ................................................. ......... 12. 3 9 , 16 0 . 2 6
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................................... ......... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................................... ......... 14. 3 9 , 160.2 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 .00 15.
16. Amount of Line 14 taxable
3 9 , 16 0 .2 6
16.
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12 0.00 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due ................................................... .............................................................. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
150561D243 1505610243
0.00
1,762.21
0.00
0.00
1,762.21
J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-12
DECEDENT'S NAME
Hutchinson, Lois A.
STREET ADDRESS
357 N. Hanover St.
CITY
Carlisle STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 1,762.21
2. Credits/Payments
A. Prior Payments 1,674.10
B. Discount 88.11
Total Credits (A + B) (2) 1,762.21
3. Interest (3)
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 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. (5) ~,~~
Make Check Payable to: REGISTER OF WILLS, AGENT.
,.,r. r , _ w ~ . .
. .,
ri ~, ~. _ __
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 :............................................................................... ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^ ^x
d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^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?....... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent [72 P.S. §9116 (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 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 21 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 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 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 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.
Rev-1509 EX+ (6.98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Hutchinson, Lois A. 21-12
Ii an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. David S. Hutchinson 357 N. Hanover St. Son
Carlisle, PA 17013
B.
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER
LETTER
FOR JOINT
TENANT
DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 03/17/2004 Real Estate situate at 357 Hanover St., 79,200.00 50.000% 39,600.00
Carlisle, Cumberland Co., PA
2 A 08/28/2006 Sovereign Bank, Classic Checking Account 969.87 50.000% 484.94
No. 1671002806
TOTAL (Also enter on Line 6, Recapitulation) I 40,084.94
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
REV-1151 EX+t10-06)
COMMONEEWREALNNTCCH OFgqP~~ENEENSUUYLVANIA
IN REFiIDENTEOECEDENTRN
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Hutchinson, Lois A. 21-12
ITEM DESCRIPTION AMOUNT
R
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
909.68
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Yearlsl Commission paid
2, Attorney's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4.- Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 15.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 924.68
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Hutchinson, Lois A. 21-12
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex enses
1 Carlisle Memorial Service, Inc. -memorial
2 St. Paul's Lutheran Church -Bethany Guild -funeral luncheon
Other Administrative Costs
3 Register of Wills -filing fee
Copyright (c) 2002 form software only The Lackner Group, Inc.
853.90
55.78
H-A 909.68
15.00
H-137 15.00
Form PA-1500 Schedule H (Rev. 6-98)
REV-151 E%F (11.08)
SCHEDULE J
COM IN RESIDEN T OECEDEN~RNANIA BENEFICIARIES
ESTATE OF FILE NUMBER
Hutchinson. Lois A. 21.1?
NAME AND ADDRESS OF RELATIONSHIP TO
SHARE OF ESTATE
AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
~ distributions, and transfers
under Sec. 9116 a 1.2
1 David S. Hutchinson Son All Items on
357 N. Hanover St. Schedule F
Carlisle, PA 17013
Total
Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet, as a r o riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS nN I INF 13 nF RFV_1 inn r,n\/FR RNFFT
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
105.905 RF~'.I Sr(J?
This is to certifi- that this is a tnje a)pv of d1e reulrLi which is un tilt in the Pennsvl~:uua De,rlurunent of Health, in accordance with
the Vital Statistics La~~• of 1913, as amended.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~'(arina (:)'RLill~• Afatthew
Stare Fcgistrar
No.
\ TYPe/Print In
Permanent
Black Ink
~_
~~y 2 4 2012
llate
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORpS
CERTIFiiC'OTF AF []PATH
1. Oe[eden['s Legal Nam• (First, Middle, Last, Suffix) 2. Sex 3. Social Security Number o 4. Date of Death (MO/Oay/Vr) (Spell Mo)
Lois A_ Hutck3inson F 162 - 22 - 7259 Jan. 3, 20'12
Sa. Aga-Last BiKhday (Yra) Sb. Under 1 Y•ar Sc. Under 1 Da 6. Date of Birth (MO/Day/YCar) (Spell Mooch) Ta. BI hpla CR d St r Foreign Country)
~
Y~
~
I Months Days Hours Minutes
ar
.s~e,
,
83 2 6 1 928 Tb. BlnnPlabe (cdl,nN) CLanberland
~ Ba. Reside nee (State a Foreign Coun[r y) Hb. Residence (Street and Number -Include Apt No.) Hc. Dld Decedent Llye Ina 1'ownshlpT
~,
' PA pv.a, de[eaen. nwd L. ,y
t
p.
ad. Retmente (cpgncy) 357 DI . Hann r St _ -
CLanberland Be. Residence (21p Code) 1 Rio, decedent Ilyetl within limits of Carl1 S le city/born.
9. Ever in US Armed ForcesT 10. Marital Status ac nme of Death ~ Married ~ Widowed ] 1. Surviving Spousa':e Name (It wife, give name prior [o first marriage)
Q Ves [ENO DUnknown Q Divorced Q Never Married t]Unknown _
12. Father's Name (Firs[, Middle, last, Suffix) 13. Mother's Name Prior co First Marriage (First, Mitldle, Laai)
John Ross Hildebrandt Helen L_ Gilbert
14a. Informant's Name 14b. Relatlonahip to Decedent 14c. Informant's Malling Addrssa (Street and Number, Cl[y, State, Zip Code)
g S_ Hu h'n Son N. Hanover St. Carlisle PA 170'13
G _ a. P ace o Deat on one
.......................................................... ......................................r.......................................... ~4.......Y.....-..
s .............................
If Death Occurred in a Hospital: ~ In paclent l if Death Occurred Some h ~~'~~~'~~-'~-
e Other Than a Hospital: Hospice FacII1N LJ Decedent's Home
Q Emergency Room/OUtpaClen[ Oead on Arrlyal Nursing Mome/Long-Term Gar• Faclllty Other (SpeclN)
lSb. Faclllty Name (li no[ institution, give st •t and numb lSC. Clt T aT Late, an Zlp Code lStl. County of Death
Cl
N
& I2
t
~i
i
b
Yar~
~'
s$
arl~Ttont
urs
ng
la
_
e
3tr. G
i.
l.e,
A 17013 CL3xrtberland
m 16a. Method of Dlsposl<lon $~ Burial Q Cremation 16b. Date o/ Dlspoaltion 16c. Place of Dltpositlon (Name o/ cemetery, crematory, or other place)
Q Removil /torn State Q Donation
e€ Omer(sp•cIN) 1/10/2012 Old Grave rd
16d. Location of Dls:posltlon (City or Town, State, and Zip) 1Ta. Signature o1 Fun al Servlcs License harge of Interment 1Tb. License Number
FD L
iTC. Name and Complete Address of Funeral Faclllty
' H = - H S isle, PA 1713
~ 16. Decedent's EtlucatlOn -Check [he box the[ bast d•scrlDes the 19. Decedent o1 Hispanic Orlgln -Check the ZO. Decedent's Rac• -Check ONE OR MORE races [o Indicate what
highest degree or latr•I Of school tom plated at the time o/ daach. bax that beat tlescribes whether [he decedent ha .door con sldarad himself or h•rtel( [O be.
Q Bth Brade Or less IS S
anish/Hls
anl
/L
ti
Ch
k
"
" t
p
p
a
c
no.
ec
the
NO
White ~ Korean
Q dl Plpma, 9th - 12th gr•tle box Jydncedent la not Spanish/Hlspanlc/La[InO. Q Black Or African Amlrlcan Q VletnH mesa
High school graduate or GED com
leted
~
••C
t S
i
h/Hl
p
Y
Q
^ no
pan
s
spanlc/Latino Q American Indian or Alaska Natlye ~ Other Aslen
Q SOm• [olllge vedlt, but no degree Q Yea, Mexican, Mex{can American, Chicano Q Asl>n Indian ~ N•[IVe Hawaiian
Q Associate degree (e.g. AA, AS) Q Yes, Puerto Rican ~ Chinese Q Guamanian or Chamarro
'
Q Bachelor
s degree (e.g. BA, AB, BS) Q Vez, Cuban Q Filipino Q Samoan
'
Q Master
s tlegree (e.g. MA, MS, MEng, MEd, MSW, MBA) O vas, Other Spanish/Hlspanlc/Latino Q la Panese ~ Other Pacific Islantlar
O Doctorate (e.g. PhD, E4D) or Professional tlegree (Specify) Q Other (.SpeclN)
. MD 005 DVM LLB 1
e
21. Oec~zf
an s Single Race Self-Design anon -Check ONLY ONE to Indicate what the decedent considered himself Or herself co be. 22a. Decedent's Usual Occupation - Indicate type of work
[s~'W lr fl
t
a
Q lapsn Q Samoan done during most of working life. DO NOT USE RETIRED.
Black or African American 0 Korean3e Q O[h•r Pacific Islantler
Q American Indian or Alaska Natlye Q VI•tnames• Q Don't Know/Not Sure Librarian
0 Asr•n Intllan Q Other Asian Q q•fuaed 22 b. Kind of Business/Industry
p coiner. 0 Natlye Hawaiian p omen (speaN)
Carlisle Area School Distri
Q FIOPinO Q Guamanian pr Chamorro
ITEMS 23a - 23 MUST gE COMPLE ED 23 a. Date Pronounced Deed (MO Oay/Vr) 23b. Signature o1 Person P.onouncing Death (On y when appllcablal 13c
License Number
.
gV PERSON WHO PRONOUNCES OR
CERTIFIES DEATH
rs ~
~
^ ^ ' I~
23d. Date Signed (MO/Day/Yr) Zq. Tim of Death
~
TI
Fy I
~; 25. Was Medical Eaa In•r Or Coroner ContactedT 0 Yes
a
CAUSE OF DEATH
Ap^roximate
26. Part I. Enter the chain o/ eYents--diseases, Inlq ties, o mplica[lOna- that directly [euiltl the death. DO NOT enter terminal events su[h as ca rdlac a 1 ryal:
r
respiratory arrest, or yentncular flbrlllatlon without s
howing
th
e Ci
ology. DO NOT
e
A
B BREVIATE. Enter only one cause on a line. Adtl additional Ilnes
if necessary
i Onset to Death
)
1y
-/
e
F
~
_
,s
IMMEDIATE CAUSE ----------"---'r / /~ J SC! `-/1 /~
~ Sj~/'l~j i t
L
!e~~,[~
__-
.
_
(Final dizea se O ntll[lon Out fo (O as a consequence of): ~-i6-`-- 1
retulting In tleath) ( r
b.
Seq ue n[lally Ifs[ mntlitlons, Due tD (or as a consequence of):
If any, leading to the cause
Ilstetl on line a. Enter the
UNDERLYING GVSE Due to (or as a conseque nee of):
(disease or in)ury that
In ltla[•d the •yenK resulting d.
in death) LAST. Oue t0 (or as a consequence of):
ag 26. Part 11. Enter other sienlflca nt c ntli<lons c ributina to dealt but not resulting in the underlying cause given in PaR I 2T. Was a autopsy pe AOrrr
dT
~ y
Q yes Q.tQ
2H. Ware autopsy flntlings ayallable
s~~ttt [o co late the cause o ath i
O Yes
29. If Fe ]O. Did Tobacco Uae Contribute to D•athT
1
:
1. M r of Death
Not prognant within past year ~ Yes Q p
b
bl
s r
a
y Natural Homicide
Q Pregnant at time o1 death Q No known
o ~ Accident Q Pendini Investigation
Q Not pregnant, but pregnant within 41 days of deaTh
S
l
ld
u
c
e ~ Could nbt be tletermined
Q
Q No[ pregnant. Dut pregnant 43 days to 1 year before death 32. Date of Injury (MO/Day/vr) (Spell Month)
Q Unknown If pregnant wilhin [he past year .13. Time of Inlury
34. Place 0I InJury (e.g. home; conatructlon alter hrm: school) ]5. Location of Injury (SCreet and Number, 1-ity, Sla[a, 21p Code)
3 6. Injury a[ Work 3T. If Transportation Injury, SpeclN: 36. Describe Mow Injury Occurred:
Q Ycs Q Driver/Ope slot ~ Petles<rlan
r
Q NO Q Passenger
Q Other (SpeclN) -
3 9a. Ca er (Check only one):
rti Ning physician - To the best of my knowledge, death occurretl tlu• t0 the cause(s) antl manner stated
Q Pronouncing R Certifying physician - TO the best o1 my knpwledge, tleath occurred at the time, date, and place, and due to the c se(e) and manner stated
Q Medical Examirt•r/Coroner - O o/ examl or Investigation, In my opinion, tleath occurred at the time, data, and place, antl tlue to the cause(s) and m net a led
Signature Of certifiers Title of cartlRer: _ /~~ ~F
License Number: l I_/ OO'/ ~O ~ Z
3 9b. N e, Address antl Code of Person mpleting Cause Deaw ~It~ ~6) ~~ ~ {~~ 39c. Oat• SiB2d (MO/Day/Vr)
4 D. Registrar's District Number qi. Regls[ra q2. Reglttrar FII~( Dale (MO/Day/V r)
Q ~ ~s.c~i~
~M . "~ O ~
0 3. Amendments
- j i d., . ... ~.
I i .
1
I, LOIS A. HUTCHINSON, of the Borough of Carlisle,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
I. I devise and bequeath all of my estate of every
nature and wherever situate to my husband, FRANK C. HUTCHINSON,
providing he shall survive me by thirty days.
II. Should my husband, FRANK C. HUTCHINSON, predecease
me or die on or before the thirtieth day following my death, I
devise and bequeath all of my estate of every nature and wherever
.1
situate to the Trustee hereinafter named, IN TRUST, for the
following uses and purposes:
A. To pay the net income therefrom to my son, •~
DAVID S. HUTCHINSON, for his life in such periodic installments
as Trustee shall find convenient, but at least as often as
quarter-annually.
V
B. As much of the principal of this Trust as
Trustee may from time to time deem advisable for the support of J~
my son, DAVID S. HUTCHINSON, during illness or emer enc t+
g y, shall ~~
be either paid to him or else be applied directly for his benefit
by Trustee after taking into consideration his other readily
accessible assets and sources of income.
C. In addition to the above provisions, my son,
DAVID S. HUTCHINSON, shall be entitled by his wx°itten request to
Trustee to withdraw or to have Trustee apply on Yiis behalf each
year, including the year of my death and the year- of his death,
an amount of principal not in excess of Ten Thoue~and ($10,000)
Dollars annually throughout the term of this Tru:>t.
D. If the remaining principal of this Trust
should at any time reach an amount insufficient f`or further
feasible management by Trustee, such remaining principal with net
accumulated or undistributed interest on hand shall be
distributed outright to my son, DAVID S. HUTCHINSON, and this
Trust will thus terminate.
E. Upon the death of my son, DAVID S. HUTCHINSON,
this Trust shall terminate and the then-remainina~ principal and
any accumulated or undistributed income shall be distributed
outright to THE TRESSLER LUTHERAN SERVICES of Mechanicsburg,
Cumberland County, Pennsylvania, or its successoz• in business,
for such charitable uses as the Board of Directoz•s shall
determine best.
F. Until distributed, no gift or beneficial \
interest shall be subject to anticipation or to voluntary or
involuntary alienation.
III. I appoint the WILLIAM S. DANIELS, ESQUIRE, Trustee ~
~~
;\
of the Trust created by this my Last Will. V
IV. All federal, state and other death taxes payable
because of my death, with respect to the property forming my
gross estate fir tax purposes, whether or not passing under this
will, including any interest or penalty imposed in connection
with such tax, shall be considered a part of the expense of the
administration of my estate and shall be paid out of the
principal of my estate without apportionment or right of
reimbursement.
V. I appoint my husband, FRANK C. HUTCHINSON, executor
of this my Last Will. Should my said husband fail to qualify or
cease to act as executor, I appoint my son, DAVID S. HUTCHINSON,
as executor of this my Last Will. Should both my said husband
and my said son fail to qualify or cease to act a.s executor, I
appoint WILLIAM S. DANIELS, ESQUIRB, executor of this my Last
Will.
VI. I direct that my executor and my trustee shall not
be required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set: my hand this
~.G "day of October, 2000.
LOIS A. HUTCHINSON
The preceding instrument, consisting of thi:a and two other
typewritten pages identified by the signature of the testatrix,
LOIS A. HUTCHINSON, was on the day and date thereof signed,
published and declared by LOIS A. HUTCHINSON, 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
other have subs ed our names as witnesses hereto.
~ ^` .E ~C
C/~.2y.~c n.r; ~%z ~ ~3 z y
~~.~~<< s l~ ~~ ~ ~o ~3
L
U
_~
N
"0
U
N
O
O
O
N
N
C~•
d
y
CC
A
.~
N
cJ
Cl.
U
U
.D
'~
x
N
.i
0
ro
x
..~
^^~
F~
.~-+
h
a~
y
Q
x
F~
0
0
N
CJ
..C
_C
U
N
O
O
O
N
N
O
U
c3
L~.
t.
4~
..+
J
Q~
.~
Q~
n
::
Q
Q
0 '.
-VV
-
`9
Q
F" (/~
~
U [.~ .
O N
O -.
o
O
~
M
Z ~
~
~
O
T Q
~ i
Z
~
T~
`i _
~
M
M
.~.
~
~
O
~ ',
O
O
r
O
O
p
~
~
O
O
p'`
v
O
~.
E
_. ...
a' ~ ~
Z
~
H ~
_I
Q L
=
_ O
z
~ O
L
...
$~ .,
~
O G
^
.Q vui
V
G
p ..
~ 7
~ ~
C
7 ~
L ?
=
L u
~
V
~
u'
i~C ..
C
~
p
d
R
Y
~
CJ
~ u
G
Y
?
~~
i"
RI .
..
~~
L~ G
~~
N
0
N
O
manic (s g39a
Tax Parcel No. 02-20-1800-266C
THIS DEED
MADE THE / ~- ~ day of March, in the year of our Lord two thousand and four
(2004)
BETWEEN LOIS A. HUTCHINSON, widow, of 357 North Hanover Street, Carlisle, -,
Cumberland County, Pennsylvania 17013, party of the first part, hereinafter called
GRANTOR ~.
AND LOIS A. HUTCHINSON, widow, and DAVID S. HUTCHINSON, single man,
both of 357 North Hanover Street, Carlisle, Cumberland County, Pennsylvania 17013, `r
parties of the second part, hereinafter called c.~
GRANTEES:
WITNESSETH that in consideration of One and No/100 ($1.00) Dollars, in hand paid,
the receipt whereof is hereby acknowledged, the said Grantor does hereby grant and
convey to the said Grantees, their heirs and assigns, as joint tenants with right of
survivorship and not tenants in common,
ALL THAT CERTAIN lot of ground situated in the Borough of Carlisle, Cumberland
County, Pennsylvania, with the improvements thereon erected, more fully described
according to survey made by Thomas A. Neff, Registered Surveyor, ~9ated May 13, 1974,
as follows:
BEGINNING at a point marked with aone-fourth inch drill hole on the southern
building line of North Hanover Street at property now or formerly of Moran E. Delaney;
thence by the southern building line of North Hanover Street North 5:? degrees 50
minutes East 17.50 feet to a point in the center of the partition wall between the premises
herein conveyed and the adjoining premises located on the East thereof; thence through
the center line of said partition wall and along property being retained now or formerly
by Helen Lee Hildebrandt South 37 degrees ZO minutes East 25.92 fec;t to a spike; thence
continuing along property now of formerly of Helen Lee Hildebrandt South 37 degrees
45 minutes 50 seconds East 45.41 feet to a stake; thence South 67 degrees 50 minutes
West 18.61 feet to a stake; thence by property now of formerly of Moran E. Delaney
North 37 degrees 20 minutes West 66.52 feet to the place of BEGINNING.
CONTAINING 1215.82 square feet and being improved with a two and one-half story
brick and frame dwelling house known as and numbered 357 North Hanover Street,
Carlisle, Pennsylvania.
BEING the same premises which Helen Lee Hildebrandt, widow, by her deed dated May
28, 1974 and recorded on May 28, 1974 in Cumberland County Deed Book 25 "Q" 1,
granted and conveyed to Frank C. Hutchinson and Lois A. Hutchinson, husband and
cn
Ul
-; ;:
`~, r li
r` i^ -i
~_~ - ~ .
O ~' l f`'
C
~- ~:
=,
-..: ~ -,-
~~~
eoo,~ 26.2 ~'~CE 503
wife. Frank C. Hutchinson died January 29, 2004, thus vesting all right, title and interest
by operation of law in his surviving spouse, Lois A. Hutchinson, Grantor herein.
TOGETHER WITH an easement in favor of the owners and occupiers of premises No.
357 North Hanover Street, at all times and forever, of a water service line and sewer
service line from Ken's Avenue, crossing the premises known as Nos. 359, 363 & 365
North Hanover Street, and No. 10 Ken's Avenue, Carlisle, to No. 357 North Hanover
Street, and roof drainage downspouts from said premises, as presently exist, as set forth
in deed dated January 22, 1982, and recorded the same date in Cumberland County Deed
Book 29 "R" 186.
This is a conveyance between parent and son, and is thus exempt from Pennsylvania and
similar realty transfer taxes.
AND the said Grantor hereby covenants and agrees that she will wa~Yant generally the
property hereby conveyed.
IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day and
year first above written.
~~ ~,
.~~. e~ (SEAL)
LOIS A. HUTCHINSON
Signed, Sealed and Delivered
In the Presence of
~Y~~~
~~~
COMMONWEALTH OF- PENNSYLVANIA )
COUNTY OF CUMBERLAND ~)
On this, the/~ d y of March, 2003, before me, the undersigned officer, personatIy
appeared LOIS A. HUTCHINSON, known to me (or satisfactorily proven) to be the
do~x X82 r'bc~ 504
person whose name is subscribed to the within instrument, and acknowledged that she
executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official se .
~,~ ~ '~'~ ~; - NOTARIAL SEAL
'~ ~~ •,~,. William S. Cani9ls, Notary Public
%~ ~ ~~•?%. ~~`;~ ~ Carlisle 9orough, Co!;nty of Cumberland
~-'• '~? ~'- ~~: -''~`'- My Commission ExFrires Oct 19, 2004
CERTIFICATE OF RESIDENCE
I do hereby certify that the precise residence and complete post offic:e address of the
within named Grantees is 357 North Hanover Street, Carlisle, PA 1 i'013.
Dated: March / ~- t~2004
G~
Attorney for Grantee
~_: c r t i 1 v tl~ i s to be recorded
II; C'unt~erland County PA
\- ~~"
Recorder of Deeds
~QOx 2s~ ~A~E sos
Sos~erei~li
LOTS A HUTCHINSON
DAVlD S HUTCNlNSON
Account# 1671002806
Balances
Beginning Balance $1,586.06 - Current Balance $1,414.34
Deposits/Credits + $500.00 Average Daily Balance 51,171.48
.Withdrawals/Debits - $671.72
Interest
Paid this Period' - $ 0:00 `Annual Percentage Yield Eamed 0.00%
Eamed this Period $ 0.00 Paid Last Year $0.24
.Paid Year-To-Date < ,. $ 0.00 , ;
`The interest earned and the interest paid may differ depending on when interest is credited to your account. _
Checks Posted
Check # Date Paid Amount Reference
1603~
12/22 -:,
$25.00 -
- 986165600
1604 12/12 550.00 991312440
3 Checks} Posted = $110.00
An asterisk (') indicates a skip in sequential check numbers.
Account Activity
Date Description
Check # Date Paid Amount Reference
1605 12/15 535.00 992167520
An (E) indicates check was converted to an electronic item.
Additions Subtractions Balance
12-OS Beginning Balance
12-12 -SHIPLEY6232 RETAIL 291107
~ ~ $214,00. $1,586.06
$1,372.06
12-12 CHECK 1604 $50.00 $1,322.06
12-12 ;CenturyLinKTelecom'11121.1,313956368 536,51 51285.55
12-13 PP ELEC BILL 9857079012 566.05 $1,219.50
12-14, PP, ELEC' BILL;9857079012 - - '_ - _ 566A5 51,153.45
12-15 CHECK 1605 $35.00 51,118.45
12-21 COMCAST PAYMENT 111221
09547362947. 018 ; `- r 5123.58 :5994.87_
12-22 CHECK 1603 525.00 5969.8
.01-04 s.DEPOSIT ~':~ 5500.00 $1,. 7
01-OS THE SENTINEL RENEWAL 120103 000018741 312.00 $1,457.87
:01.06 ATBT PAYMENT:010512 464007978721PH1 $43:53. $1,41.4;34;'
01-08 Ending Balance $1,414.34
rse rnn'10/1~