Loading...
HomeMy WebLinkAbout03-04-13 (2)1505610143 REV-1500 EX (02-11) OFFICIAL USE ONLY PA Department of Revenue pennsylvania county code Year File Number Bureau of Individual Taxes oEVartTMeHroFa PO 80X.280601 INHERITANCE TAX RETURN 21 13 0 03 7 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 12 16 2012 12 30 1960 Decedent's Last Name Suffix Decedent's First Name MI GORMP,N-YOUNG ALLISON T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI YOUNG, II THOMPSON M Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (Date of Death Prior to 12-13-82) 4. Limited Estate n 4a. F~utuQe~ ~tereµ compromise ~ n 5. Federal Estate Tax Return Required e_ oeoadent Died Testate ~ Attach My inta~n sd a Living Tn,st 0 8. Total Number of Safe Deposit Boxes (Attach copy of wu> ^ ~ of T ) 9. Litigation Proceeds Received ~ 10. ~12~191 a +n~T1-95j f Death ~ 11.Election to tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL,Q~1X INFORMA~1 SHQ~LptBE DIRECTED TO: Name ~ Teleph`riYie NytPyb~ LINDA J OLSEN ESQ ~'~° 5403 o rn -.- c~ ~ to First Line of Address 2000 LINGLESTOWN ROAD S Second Line of Address SUITE 202 City or Post Office State ZIP Code HARRISBURG PA 17110 Correspondent's e-mail address: lolsen@hazenelderlaw.com ...~ - ~ E~S~R OF 1~NILL~JSE ONLY .~ ~, G7 ,,~ "L7 'T't "'-"1 Iv ~ CX~ DATE FILED 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, oomect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~y;~, ~~i'/~ ~~~ ,:ter Thompson M. Young, II ~! ~~/~Q~3 ADDRESS 16 Bourbon Red Dr., Mechanicsburg, PA 17055 SIGNf-TU~F, OF PREPAREI~OTHEI;„THAN REPRESENTATIVE DATE Linda J. Olsen, Esq. Esq. ~~j ~/ 2000 Linglestown Rd. ,Harrisburg, PA 17110 Side 1 1505610143 1505610143 J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Gorman-Young, Allison T. 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 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 14 , 17 6.16 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 6 . 2 9 7. Inter-Vivos Transfers 8 Miscellaneous f~q Probate Property Separate Billing Requested h S d l G 7 ............ ) u ( c e u e . 8. Total Gross Assets (total Lines 1 through 7) ........................................................ 8. 14 ,182.45 9. Funeral Expenses and Administrative Costs (Schedule H) .................................... 9. 15 , 7 67.92 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............................ 10. 11. Total Deductions (total Lines 9 and 10) ................................................................ 11. 15 , 7 67.92 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. -1 , 5 8 5 . 4 7 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. -1 , 5 8 5.4 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 0.0 0 . (a)(1.2) x .o0 . 16. Amount of Line 14 taxable 0 0 0 16 0. 0 0 . at lineal rate X .045 . 17. Amount of Line 14 taxable 0 0 0 17 0. 0 0 . at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18 0. 0 0 . at collateral rate X .15 . 19. TAX DUE ................................................................................................................ 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-13-0037 DECEDENT'S NAME Gorman-Young, Allison T. STREET ADDRESS 16 Bourbon Red Dr. CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. (1) Total Credits (A + B) (2) (3) (4) (5) 0.00 0.00 0.00 Make Check Pa able 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 :............................................................................... ^ ^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 Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ 0 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? .................................................................................................................. ^x ^ 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 (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-1508 EX+(11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF (FILE NUMBER Gorman-Young, Allison T. 21-13-0037 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. Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 11-10) (If more space is needed, additional pages of the same size) Rev-1509 EX+ (01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gorman-Youn ,Allison T. 21-13-0037 If 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. Thompson M. Young, II 16 Bourbon Red Dr. Spouse Mechanicsburg, PA 17055 B, Kara E. Young 16 Bourbon Red Dr. Child Mechanicsburg, PA 17055 C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN 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 ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 B 06/23/1993 Members 1st Federal Credit Union Savings 12.58 50.000% 6.29 Acct. #133466-00 -Joint owner with decedent's daughter, Kara Young TOTAL (Also enter on Line 6, Recapitulation) I 6.29 (If more space is needed, additional pages of the same size) Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 01-10) REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gorman-Young, Allison T. 21-13-0037 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT R A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zia Year(s) Commission Paid 2. Attorney's Fees Hazen Elder Law 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Thompson M. Young, II Street Address 16 Bourbon Red Dr. city Mechanicsburg state PA ziD 17055 Relationship of Claimant to Decedent SpOUSe 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 13,779.42 1,800.00 188.50 TOTAL (Also enter on line 9, Recapitulation) I 15,767.92 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-09) REV-1513 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF I FILE NUMBER Gorman-Younq, Allison T. 21-13-0037 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 Thompson M Young, II Spouse All of the 16 Bourbon Red Dr. Residue Mechanicsburg, PA 17050 Total Enter dollar amounts for distributions shown above on lines 15 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 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 01-10) REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2013- 00037 PA No . 21- 13- 0037 Estate Of : ALLISON T GORMAN-YOUNG (First, Midd/e, Last/ a/k/a : ALLISON TRACY GORMAN-YOUNG Late Of : SlL VER SPRING TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : WHEREAS, on the 10th day of January 2 013 an instrument dated March 19th 2007 was admitted to probate as the last will of ALLISON T GORMAN-YOUNG (First, Middle, Last) a/k/a ALLISON TRACY GORMAN-YOUNG late of S/L VER SPRING TOWNSHIP, CUMBERLAND County, who died on the 16th day of December 2 012 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsyl vani a, hereby certify that I have this day granted Letters TESTAMENTARY to: THOMPSON M YOUNG 11 who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 10th day of January 2013. * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) =, ..~ ~•~ C p C...- c,7 ca ~ y LA5T WILL AND TESTAMENT ~' ~' c> `"" '~~ ~~rn c~ ~~ ALLISON T. GORMAN-YOUNG ~~a _W r~ s :: r r_'.7 I, ALLISON T. GORMAN-YOUNG, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of .nay residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath my tangible personal property to my husband, THOMPSON M. YOUNG, II. In the event THOMPSON M. YOUNG, II predeceases me or fails to survive me by thirty (30) days, then I give, devise and bequeath my tangible personal property in accordance with any memorandum I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article IV hereof. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my husband, THOMPSON M. YOUNG, II, of Cumberland County, Pennsylvania. In the event that THOMPSON M. YOUNG, II predeceases me or does not survive me by thirty (30) days, I give, devise, and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate, to my daughter, KARA E. YOUNG, of Cumberland County, Pennsylvania, per stirpes, to be held in trust for her benefit according to the terms of Articles V, VI and VII hereof. If a beneficiary does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the beneficiary would have received had he or she survived me by thirty (30) days. Article V If a beneficiary under this Will has not attained the age of thirty-two (32) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education of the child until the child attains the age of thirty-two (32) years. B. Upon attaining the age of twenty-five (25), one-third (1/3) of the principal and accumulated income of the child's share shall be distributed outright to the child. C. Upon attaining the age. oftwenty-eight (28), one-half (1 /2) of the remaining principal and accumulated income of the child's remaining share shall be distributed outright to the child. D. Upon attaining the age of thirty-two (32), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. E. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article VII In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and/or to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, _3_ (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to the extent any trust hereunder is the beneficiary of a Retirement Account (as hereinafter defined) my Trustee shall draw the benefits from the Retirement Account in amounts sufficient to meet the minimum distribution requirements of IRC Section 401(a)(9) and the regulations thereunder (the "Required Minimum Distribution"). Notwithstanding any provision of the trust to the contrary, the Required Minimum Distribution shall be paid to or applied for the benefit of the income from such trust, or if there is more than one income beneficiary, my Trustee shall make such distribution to such income beneficiaries in the proportion in which they are beneficiaries or if no proportion is designated in equal shares to such beneficiaries. "Retirement Account" means a plan qualified under IRC Section 401, or an individual retirement arrangement under IRC Section 408, or a Roth IRA under IRC Section 408A, or atax-sheltered annuity under IRC Section 403 or any other benefit subject to the distribution rules of the IRC Section 401(a)(9), or the corresponding provisions of any subsequent federal tax law. It is my intention that this trust qualify as a "conduit trust" under IRC Section 401(a)(9) so that the trust beneficiaries shall be considered designated beneficiaries for purposes of the minimum distribution rules, and that distributions may therefore betaken over the trust beneficiary's life expectancy (or the life expectancy of the oldest trust beneficiary). The Retirement Accounts shall not be subject to the claims of any creditor of my estate and they shall not be applied to _4_ the payment of my debts, taxes or other claims or charges against my estate unless and until all other assets available for such purposes have been exhausted, and even then only to the minimum extent that would be required under applicable law in the absence of any specific provision on this subject in this my Will, (i) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; to pay from my estate reasonable compensation for all their services, (j) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and (k) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article VTTT I hereby appoint mybrother-in-law, ROGER L. YOUNG, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, or inability to act, for any reason whatsoever of ROGER L. YOUNG, I nominate, constitute and appoint my brother, THOMAS P. GORMAN, JR., successor Trustee of any Trust(s) created in this Will. Article IX If my spouse predeceases me, or survives me and does not effectively designate a guardian of the person, then I name my husband's niece, REBECCA YOUNG, as guardian of the person of each child of mine who at any time has not reached legal age under the law of the jurisdiction in which the child is then domiciled. In the event that REBECCA YOUNG is unwilling or unable to act, I name my sister, A. KERRY HOUSER, as guardian. No guardian of the person or guardian of the estate acting under this Article shall be required to furnish bond or security. _5_ Article X I nominate, constitute, and appoint my husband, THOMPSON M. YOUNG, II, Executor of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint mybrother-in-law, ROGER L. YOUNG, successor Executor of my Last Will and Testament. I direct that my Executor or successor Executor be permitted to serve without bond. In addition to those powers granted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executor or successor Executor shall receive reasonable compensation for services rendered to my estate. Article XI In addition to the powers conferred by law, I authorize my Executor or successor Executor in his absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (fl to file ariy federal income tax return for any year for which I have not filed such return prior to my death, _6_ (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor or successor Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with the standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, ALLISON T. GORMAN-YOUNG, hereby set my hand to this my Last Will and Testament, on ~~~~ ~~ , 2007, at Harrisbur g~ Pennsylvania. ~~ In our presence, the above-named ALLISON T. GORMAN-YOUNG signed this and declared this to be her Last Will and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name ~ ~~ ~ Address 2000 Linalestown Rd ,Suite 202, Harrisburg, PA 17110 2000 Lin~lestown Rd., Suite 202, Harrisburg, PA 17110 -~- I, ALLISON T. GORMAN-YOUNG, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by ALLISON T. GORMAN-YOUNG, the Testatri on _ I'!'Jf},¢~ /~ , 2007. ~'~ j~. Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Melissa M. Kain, Notary Public Susquehanna Twp.; Dat~hin County My Commission Expires Aug.11,2010 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by -T,--~lf~ ~~~'r~ and~My~r+~rP~~ rv~~ , witnesses, on ir1~,~~ ~ g 2007. Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Melissa M. Kain, Notary Public Susquehanna Twp., Dauphin County My Commission Expires At~.11,2010 -8- i ness Wit PRIMARY OWNER: Allison Young REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Total interest from 1/1/12 to 12/16/12 Name of Joint Owner Date Joint Added CHECKING ACCOUNT• Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Total interest from 1/1/12 to 12/16/12 Name of Joint Owner Date Joint Added VISA ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Name of Joint Cardholder PRIMARY OWNER: Allison Young REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Total interest from 1/1/12 to 12/16/12 Name of Joint Owner PRIMARY OWNER: Kara Young REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Total interest from 1/1/12 to 12/16/12 Name of Joint Owner Date Joint Added CHECKING ACCOUNT• Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Total interest from 1/1/12 to 12/16/12 Name of Trustee Date Trustee Added St MEMBERS 1St FEDERAL CREDIT iJNION 53433-00 05/09/1978 $9072.29 $0.90 $9073.19 $21.86 Thompson Young 05/30/1986 53433-11 07/06/1983 $2088.37 $0.00 $2088.37 $2.72 Thompson Young 05/30/1986 4672090000285122 03/31 /1995 $1779.40 Thompson Young 172898-00 12/30/1997 $14,174.70 $1.46 $14,176.16 $56.35 None 133466-00 06/23/1993 $12.58 $0.00 $12.58 $0.23 Allison Gorman-Young 06/23/1993 133466-11 06/20/2009 $0.00 $0.00 $0.00 $0.00 Allison Gorman-Young 07/16/1999 MEMBERS 1sT FEDERAL CREDIT UNION ~L Tessa L Klu h `~ 9 Lending Insurance Support Specialist January 18, 2013 ' Estate of: ALLISON T GORMAN-YOUNG Date of Death: 12/16/2012 Social Security Number: 227-11-4433 5000 Louise Drive P.O Bog 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslstorg I-tti-IJb-~l91,3 by; ~ ~ r rom: I"115 I LtNU~ 1N5 5UF'K I f 1 f fy~~1 fti Io:Nazen tlder Law F'.1~1 ~~ MEMBERS 1~ FEAERAL CREDiT UNION PRIMARY OWNER: Kara Young VISA ACCOUNT• Aevount Number/Suffix Date Opened Principal Baiance at Date of Death Name of Joint Cardholder 4872090000300848 10/29/2007 $317.85 Allison Young MEMBERS 1ST FEDERAL CREDIT UNION Tessa l Ktu~h Lending Insurance Support Specialist February 6, 2013 Estate of: AI.I.ISON T GORMAN-YOUNG Date of Death: 12/7f/2012 ... Soclal Security Number: 227-91.4433 5UU() J~uisc DtivrL F'.C7 tiox, 4U - Mcchanicsbur~, 1'~r~usylvx~ua 17C1SS {fiQ[)) 233-232ti - ~rwwrrlembct~lvt ~ ''R Haz~v Frn~t I.Aw Estate Planning • Elder Law • Special Needs Planning 2000 Linglestown Road ~.: (71'~ 540-4332 Suite 202 Fax: (717) 540-4313 Harrisburg, PA 17110 www.HazenElderLaw.com March 1, 2013 Register of Wills Cumberland County Courthouse © rn ~~ One Courthouse Square c~a ~" ~ ~' o Carlisle, PA 17013-3387 rn ~ ~'' ~ ~" Re: Estate of Allison T. Gorman-Young ~ ,~ ~ --~ .°,~ File No.: 21-13-0037 ~' Social Security No.: 227-11-4433 ~ ~ - F---~ ~.~yri ,.....,, ~'~ `;,~~ Inheritance Tax Return ~~ ~~,, ~ , ~~, v, ~ ~ co ~ To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of .the Inventory and return them to my office in the enclosed self-addressed envelope. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, Enclosures cc: Thompson M. Young, II aru,,,~,v~.e ~~~~~~se Corinne Eggers Woodhouse Paralegal ~r ~~ c.~ ~, W ~ S.._ m _ z '~ ~'' ~ '' C~ or: ~ a '~' ~ a. ~~ ~~ ~~a ~~ ~ ~ t ~ ~• u~ °. ~ c.> LL- N ra~ ~ ~ ~. r- r~ ~ a .-~ r ~.i„ p I.+t..l `.,`! :w:: t~,. Lt.. ~.;~ C~ w -~,r ~ ~~- ~~ ~~ c.~ w ~~ .,. ~. _.-- ,..~,. ..,,.. ... ,~.. ~.. ... ~~». M '~. y 1. +~~ rYla ~Irl~ ~tll! V~ •yM' ~M1A 1~ ~~ ~w /iM~ ~Y tiA ~~ N r- a ~°°' ~` ~'' ~ t.a.. ~ C~ C1.. ~ U ~ ~ • ~ ~ ~ ~ ~ Q `~ `..' ~ w ~~ ° m ~ ~~ ...~ ~ ~ O O ,-~ ,-~ ~ ~ ~ y p O ~ ~ M ~ w ~ .~ ~ ~ ~ • ~ N ~ •~ ~ ~ x O o x N O H a~ a 0 a~ ~ U ~ ~ ~" o ~ o~~ ~ ~ ° V ~ a °' ~ a~ ~ ~ °;~ ~U °'U '~ O a~ U