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HomeMy WebLinkAbout06-04-12 1505610101 REV-1500 Ex t°t -'°' ' PA Department of Revenue OFFICIAL USE ONLY' Pennsylvania ~- Bureau of Individual Taxes ~""p'"`"'°` "`°`"°` County Code Year File Number INHERITANCE TAX RETURN PO BOX z8o6oi Z r ! Harrisburg, PA 1128-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 0 ~d Social Security Number Date ~ of Death MMDDYYYY Date of Birth MMDDYYYY d ~~ -3 a~ ~ ' 3' ~ ~ ~~' ~ z ~ ~ ~ Q ~ L o 3 ~ ~- i 9 ~- 3 Decedent's Last Name Suffix Decedent's First Name MI ~-~ s -r~~'L~2 LL L~ ~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ~N-~ sT '~ TL~R ~ ~ ~L L~' Spouse's Social Security Number ~ ~' a ~ ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - ~ 4 ~ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: - Name Daytime Telephone Number ~ T ~ ~ M I~f ~ k ~ ~ ~ ~ ~~ ~ ~l~l'~'~ First line of address 30 ~ ~~~Ka'1~1 nC ~~ Second line of address City or Post Office State ZIP Code Correspondent's a-mail address: ~ m ~r~ ~' / - I ~Qs S/ a~ A ,? ~{ ~_-~ r "f'l L' ~..~ _~ "r-'i C~ ;'rt o y' 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 an complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE RSON RESP BL FOR F N ETURN ~ r~.~ ~~ DATE ~ ADDRESS ~ ~ / ~~ Y' I-f ~ / /~,,G ~V`'~ ~ '..~_v G 7.~ ter. ~ / ~~ L SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J J 1505610105 REV-1500 EX mb e r ecur it y N u s Social S Dece d ent ' ' l ~/ )~ ` ~ (, ` ~ ~ j s Q ~ " . s Name: Decedent l - ! / r RECAPITULATION 1. Real Estate (Schedule A) ............................................ . 1. C~ t 2 ~~G1 ~~• ' 2. Stocks and Bonds (Schedule B) ...................................... . . ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. ,.~ ~~ • ~) +~ 4. Mortgages and Notes Receivable (Schedule D) .......................... . 4. ~ ,, , ~- • V v ~ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. ~ • v 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. _' • ~) , v 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7 1 i (Schedule G) O Separate Billing Requested...... . .. ,, ~ • ~, ,~! 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. , )• r 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. + - --^ -? ~ `~ ~ j . ,,~ / 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. r• r, ; ~ VI l; 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. L, ~ ~ . ~~ 12 L ~ ~~ 12. Net Value of Estate {Line 8 minus Line 11) ............................ .. . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 ^, -) + • ~ an election to tax has not been made {Schedule J) ...................... .. . ~ ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. "1 ~ 1 `, ~.i • ~ i TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ~ 16. Amount of Line 14 taxable ~ 16 ~• ~ ~' at lineal rate X .0 _ ~ • ~ . " 17. Amount of Line 14 taxable ~ • ~~ t,~ 12 X 17. ~ v ~ '~ v ~ . at sibling rate 18. Amount of Line 14 taxable I1 • ~) 18 ~~~ ' ~ ~ at collateral rate X .15 V . 19 • ~~ ~l v v .: 19. TAX DUE ....................................................... .. . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 150561,0105 REV-1500 EX Page 3 File Number ®~ L ~,/ ~, Decedent's Complete Address: DECEDENT'S NAME STREET ADDRESS Vv/1~ ~( / `7~ _ ~/ G~~: __G~_ ___~L~~t7/~ -: 320_ f1•tL s ~;~~ ~r~.~ -- __ cITY _-- 1~1~:Ip r;~S~I~Yi~ Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments __ ____ __- -__ __-_ -_ _-_-_ B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line l_, enter the difference. This is the TAX DUE. ~jT __ _ -_-- - s ~- S~" ~' I Zil'7 (1) Total Credits (A + B) (2) U (3) (~ (q) ~% (5) l ~r 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 :........................................................................................ ^ [~ b. retain the right to designate who shall use the property transferred or its income : ........................................... ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ..................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ [~ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a benefician/ designation? ........................................................................................................................ ^ 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 Jan. 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)]. Asibling 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-1502 EX+ (01-10) ~ Pennsylvania SCHEDULE A ~: DEPARTMENT OF REVEfJUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ----- ESTATE OF: FILE NUMBER: Lela M. Hostetler 00204 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. If more space is needed, use additional sheets of paper of the same size. REV-i5o3 EX+ (~-u) it Pennsylvania DERnR'TMEN'T OE REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Lela M. Hostetler 00204 All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size REV-1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Lela M. Hostetler 00204 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporationlpartnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. (If more space is needed, insert additional sheets of the same size) REV-1507 EX+ (6-98) SCFIEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Lela M. Hostetler 00204 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-i5o8 EX+ (u-1o) ~ pennsylvania SCHEDULE E ~,'' DEPARTMENT OP REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Lela M. Hostetler 00204 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+ (oi-io) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Lela M. Hostetler 00204 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A B. C. JOINTLY OWNED PROPERTY: TTEM 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]OINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. NONE TOTAL (Also enter on Line 6, Recapitulation) $ 0.00 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09} jil: Pennsylvania SCHEDULE G ~ DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Lela M. Hostetler 00204 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OFTHE TRANSFEREE, THEIR RELATIONSHIP TO DECEDEM AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE, DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. TOTAL (Also enter on Line 7, Recapitulation) $ 0.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~i`1 Pennsylvania ~: DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ------ ---------------- ESTATE OF FILE NUMBER Lela M. Hostetler Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Funeral DirectorlFuneral 6,662.27 Cemetery vault 650.00 Headstone charge for date 165.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 5. Accountant Fees 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) I $ 7,477.27 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OE REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF: FILE NUMBER: Lela M. Hostetler 00204 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. 0.00 :t ~ -~ °"' `" F-? ~ fl? ~ ~ ::; O~~ •~ ~?~ C' :~ K D [~ tQ n C` ^J Q ~,, i __ .. ~~ {~ ~ `~ •L ? f ~t Mfr =F /, i r~ THIS IS THE LAST to?ILL :STD TESTA~3Ei~`I' Of me , _ ~?~,A. P~ARGARE'z' FtOSTETLER, presently residing at 105 Budea Crescent, Scarborough, Ontario, in the To~mship of Scarborough, in the Coi?~nty of Yor7a, and Province of Ontario, made this 2nd day of DECEMBER, 15~d6. 1 • I HEREBY REVOKE all former vdills or other testamentar~r dis- ;cos itio?xs heretofore made by n?e and .declare this to be mY last Will and Testamer_t , 2• DOMINATE, CONST AND 13PPOI , LEWIS HE Ares ly resid' gat R.R. #l, ionville, Ont io, in the aid Pr ince o¢ O ario, to be t Executor of t s m_y Will. ;,.,/_,a-7fj,; 3 • I ~iIL L AI~TD DIRECT t~iat all my just debts , f?arxeral and testamentary expenses be paid a_nd satisfied by my Executor as soon as conveniently may be after my decease. ~. I GIVE, DEVISE PEQUEATH AND APPOINT all my real and ~~er-- sonal estate which I am seized or possessed or or entitled to, or over which I may have any power of appointment, unto any husband, PAUL EUGENE HOSTETLER, absolutely. 5- IN THE EVENT that my husband, PAUL EUGENE HOSTETLE'R, shall predecease me, or should we both die simult~_leously, T THEN C-IVs, DEVISE BEQUEATH AND APOINT all of r~r said estate u~'ao c.ny chaldre •_ of mine then surviving me , ~ ~+ e~ tawl s-cares per st=sties . 6 • IN THE .c^.VENT that my husband, PAUL EU~Ee• r w;~S`Y'r;~:r:~y>, _ rt~.__, predecease me, or should we both die simultaneously, I APPOINT MILDRED GLADYS I~WES and ROBERT HADES, presently xesiding at X110 Richmond Crescent, in the City of Niagara Falls, in the Province of Ontario, to be the Guardians and Trustees of my said children, - 2 - to maintain, clothe, feed anc? educate them, and to pay an=, residue of my estate, to which ~~ey are entitled, to them when -W~~ey attain the age ai twenty-one yearse ?~ IF A~ PE?S0~7' should become entitled to any share in my estate before attaining the age of t~Ten~~v-one years r tha 5~•oa.re o3= such ne~son sha? z ~~e :ze? d anc? ?~ept invested by my Trustees and the incone and capital or so much thereof as mY Trustees in their absol- ute discretion consider necessary or advisable shall be used far the ben.~fit ar such person until he or she attains the age of twenty one years, ILd ?'ESTI~~NY ~IHERFCF I have to this my last mill and Test- ament, written upon this a?~d the. preceding page o:i paper, subscribed my name the day and year first above writtene IG1~,L, i'~LIS~Pi ~D 33~I:~iREJ } ~y t:3e said Testatrix;, LEL~~ ) T~lARGP,I~ET HOSTETLER, as anti for ) her last ~~Till and Testament, in ) the presence of us, both present ) at the same time, who at her re- ) quest, in her presence, and in ) the presence of each other, have ) hereunto subscribed our names as ) witnesses.> ) ) ~( i~Tame ) )) t; ~ ) .. a~'L~ 4-~' _ u ) ° •( ~ s e e e ~ e / n rl.Z rr_... ,. 1 S IG~L~, ~'UaLISF.ED AND DECLA,°.ED by the sa.ic~ Testatrix, LELA P+lA.RGARET HOSTETLER, as and. for hex last mill and Testament, in the presence of tzs, both present at the same time, who at her re- quest, ins her presence, a.nd i.n the presence or each other, have ?-iereunto suhscri 1~ed our names as witnesses. ~ P~ame . ~ ~ ~-: .~-. • -. • s • • ~ Address ~ f 1 ,e ~ Address i _ _ .. _.. _n - G o ~ 6 _ ~t c. ~ Occupation•~'~~ ~ '- e Codicil to LAST WILL ARD TESTAMENT, Lela Margaret Hostetler (This is the second codicil, dated December 4, 1992.) (The first codicil is dated April 10, 19?S.> (The will is dated December 2, 1966.) All the provisions of the above mentioned will shall stand except Item 2, which is replaced with the first codicil. All other provisions of the will shall stand except Item 5, which is herewith replaced with the following: In the event that my husband, PAIII. EUGEAE HOSTETLER, shall predecease me, or should we both die simultaneously, I then give, devise, bequeath, and appoint all of my said estate to Messiah Village, Mechanicsburg Pennsylvania, noting the following: (1) We have invested 521,000 with Messiah Village because of the generous allowance the Village made to us in the aquisition of our cottage at 518 Cherry Circle. The interest from this investment will be given to us in regular payments until both of us are deceased. Upon our decease the total investment of $21,000 will become the property of Messiah Village. (2> We have invested 56094.00 in a burial trust with the Jacob Engle Foundation. This will be held in trust, with the interest accumulating, until the decease of the first spouse. After funeral expenses have bees paid, the balance will remain in trust until the decease of the second spouse. After the funeral expenses have been paid for the second spouse, the balance will be placed in the estate. If there is a shortfall toward funeral expenses, that amount shall be paid from the estate. tTwo lots have been purchased in the Grantham Memorial Park. Arrangements have been made with Gerald Weaver, Funeral Director, for our respective funerals.) Lela M. Hostetler Witnesses of the above signature ~~ =--~~L_ ~-~__~--- ------------ Kenneth D. Nark C _~;_ ---------- ---- Daniel E. Deyhle W ~ Office of the Convention Director ~ ~ ~d ~~n Paul Hostetler, Grantham, PA 17027 (717) 766-2621 °~ . r~s . ~ Codicil to LAST WILL AND TESTAMENT, Lela Margaret Hostetler Dated December 2nd, 1966 Date of codicil -April 10, 1978 All provisions of the above mentioned will shall stand except Item 2. which is herewith replaced with the following: I NOMINATE. CONSTITUTE AND APPOINT Beth L. (Hostetler) Mark, Karen F. (Hostetler) De2~yle, and Helen K. (Hostetler Gruenewald to be Executors of this my will. Le a M. Hoste ler Witnesses of the above signature ~ -- ~ ~ t Kenneth D. Mark ;~ // / / r .r ; ,. ~- - - ~ ,. 8ichard A. Gruenewald RENUNCIATION REGISTER OF WILLS C ~ ~. ~~,~ d„ ~ COUNTY, PENNSYLVANIA Estate of r'te s Deceased I' ---~ ~' j' ~ ~ ~ • ~c ~• ~ t in my capacity/relationship as (PrwuNarxJ ~~ ~~~ e ~' of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to ~J Executed in Register's Offrce Sworn to or affirmed and subscribed before me this aay of Deputy for Register of Wills Form RW-06 rev. 10.13.06 r~ J (Sozee eddrrsc) .S f ~ 5 Ef~-s r -,---f2 - N s~ u~ 2.~ ~a~.~l Executed out oJRegister's Office Before the undersigned personally appeared the parry executing this renunciation and certified that be or she executed the renunciation for the purposes stated within on this _ / ~~ day of f=e~Of~{4r_/ _ ~o c L Notary Public My Commission Expires: ~a R - a 11 02 o t • (Signature and Seal of Notary or other official qualified to administer oaths. Show doteofenpirationofNotarysCommission.) troNpHpNV11EALTH OF p~1.VANIA Seal Betsy A l~rtd-~4 ~ Pttblk Penbroolt Boo, G~t1ty MY E'~ite57an. 27, 204.4 Member, Pent~a~la Assodatlott of Notaries RENUNCIATION REGISTER OF WILLS C ~.~. - b t.e-- ~,.,~_ COUNTY, PENNSYLVANIA Estate of ~ '~ L a ~. ! /~ G S'7' e ~ ~e G- Deceased I, ~2 ~ ~ >~ Grp. ~~_ ~ , ~~ ~ in my capacity/relationship as (Prix[ e Ncn~) of the above Decedent hereby renounce the right to , administer the Estate of the Decedent and respectfully request that Letters be issued to ~~ fs1 L , ~ ,~ ; - l~ 2~lyfiz. 1'i"'~/ Executed in Register's Office Sworn to or affirmed and subscribed before me this day of /-e~.~a ~ -~ .aura ~c, ~ 6 ~ ti IwJ (5aret dddrrss) ~: /iS 6.~ ~-.. P~ t 7v (~ ~~~.~~ FFreecuted ortt of Register's Offrce Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this /`~ day of f-'21w~~.. ~ a U t z Deputy for Register of Wills Forge RW-06 rev. !0.13.06 Notary Public ~ My Commission Expires: ~o~n . oZ ~, ao r~ (Signature and seal of Notary or other official qualified to administer oaths. Show dau ofexpvation ofNotar~/s Commissiae.; ~~TM ~ ~nv~wra Uloatial seas ~a~~c PEnbtoolc eoro, oattpfdre CaxetY M`i C,wnrnl5sian Eaplr+es ]an. 27, 2[114 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Receipt Date: 6/04/2012 Cumberland County - Register Of Wills Receipt Time: 12:14:21 One Courthouse S uare Receipt No.: 1070107 Carlisle, PA 1'7613 HOSTETLER I~ELA M Estate File No.:. 2012-00204 Paid By Remarks BETH L MARK DMB ----------------~-------- Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name INH TAX RETURN 15.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 4160 $15.00 Total Received......... $15.00 May 28, 2012 To Whom it may concern: Following Lela M. Hostetler's death (my mother), when I probated the will, I did not understand the definition on the probate form of property ownership (nor from the legal dictionary provided forme). Thus, I erroneously listed assets for Lela M. Hostetler. In fact, Lela M. Hostetler jointly owned everything with her surviving spouse, Paul E. Hostetler, my father. Thus, the enclosed tax forms differ greatly from the probate form that was filed. The enclosed forms reflect a true accounting of her lack of personally- owned assets. It is my understanding that there is no inheritance tax if all assets were jointly owned with the surviving spouse. Sincerely, f~ Beth L. Mark, Executor o Lela M. Hoste er s will 304 Berkshire Rd. Mechanicsburg, PA 17055 717 418 9584 bmark ,messiah.edu Enclosures: 2 copies of will, 2 copies of REV-1500 and related schedules ~wl~a :~ ~~,~ ~~.~ ~,~"~ ; r ,~ ~ ^ ~~ ~ 7 7 1 Y .B" E e.~```~ \ ~\'\~` y `1)~ \_v\ 1 ~~ ~^ v •~ \J [~ _ ~~~ - `' _TV\\