The URL can be used to link to this page

Home My WebLink About01-1124 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ,'!tom A S C SA NOS also known as No. To: 21-01-1124 Register of Wills for the County of CUP'"IeE:RL.fhJ1:> in the Commonwealth of Pennsylvania , Deceased. Social Security No. /87 - J (., '- (; 3 7 'j The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut " X in the last will of the above decedent, dated D. Eel I ) and codicil(s) dated named ,19E- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in (2(,.t..m~ E R. LA N]) County, Pennsylvania, with h I 5. last family or principal residence at ~ A ~ u E: S D t< I v : ~ ;:. ~ J-i f+ tJ I c...s R uJ2. G- pft _U_Gta (I /J€fJ ~__:;.__ (list street, number and muncipality) Decendent,then '79 years of age, died /VoV'EfYlge,e.. 5 ,1:90<00/, at ~ A (\J\)~s DR.\ vf:: . M ECH fHJ I C.S B lA. R. 0:. P A . Except as follows, decedent did not marry, was not divorced ana did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N j A Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: tV I A $ 191;210,00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of fetters T.a.:,+o...'tY\<l.. '" t '" "'y (testamentary; administration c.I.a.; administration d.b.n.c.La,) theron. '" '<i' u c '" ~~ "'~ '" ... o::~ -00 C"'::: ro "= 3~ "''- ~ 0 OJ c 00 r;j ~f' dl-aa4U 8 A:rv D [3 OK I V E' IVJt:Q.Kf\N fc:..S'/3u..,R-G PA nc::,5~ J OATH OF PERSONAL REPRESENTATIVE COMMONWE. ALTH OF PENNSYLVANIA ~ ss COUNTY OF ClT!1BERLAND J The petitioner(s; above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. (~~~kdxt/ , affirmed and 10th V) ciQ' ::s I:l - t: ~ ~ /7-d~- 7 ~o. 21-01-1124 Estate of THOMAS C SANDS , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DEG~~E~ lL__ .. XlL2JliH in c,)rr~ici,=raliun " "n the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 11. 1989 described therein be admitted to probate and filed of record as the last will of THOMAS C SANDS and Letters TESTAMENTARY are hereby granted to BETTY P SANDS ~a~'~~--hJ/U-!~ R ster of WI 5 FEES Probate, Letters, Etc. ......... Short Certificates( ).......... ~:eR~fia~tion ................ JCP $ $ $ $ 5.00 TOTAL _ $ 82.00 .. .I?~~~~l?~~. .1.Q.. . ~.o.QL .. . . . . . . . . . 50.00 12.00 15.00 ATTORNEY (Sup. C. 1.D. :-10.) ADDRESS Filed PHONE or; ~ (t' 9 B- :.' c::::l C"'J --- o "'0 l.".) Ui -..J nc: ,.. _... :: ((' ;:j .':' cr "'::' ,1"r'1 r:::J C":l o U 1"A) 0i -..J d -.. ::0 CO n ~. !;":'I (",r. .... . , . , . 21-01-1124 LAST WILL AND TESTAMENT OF THOMAS C. SANDS I, THOMAS C. SANDS, of 8 Andes Drive, Mechanicsburg, Upper Allen Township, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposinq mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils previously made by me. I TEM I: I direct the payment of all my just debts, expenses of my last illness, funeral expenses, perpetual care of my burial lot, suitable marker for my grave and the costs of administrating my estate from my estate as soon after my death as conveniently may be done. ITEM II: I direct that my body shall be cremated and the ashes disposed of by interment. ITEM III: I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate, together with all insurance policies thereon, unto my wife, BETTY P. SANDS, providing she shall survive me by ninety (90) calendar days. Should my wife, BETTY P. SANDS, predecease me or die on or before the ninetieth (90th) day following my death, I devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate, together with all insurance policies thereon, to my two daughters, KAY SANDS APGAR and DONNA SANDS ENGLAND, absolutely, share a"'nd \, ,. t. share alike, providing they shall survive me by ninety (90) calendar days. In the event both or either of them are not then living, then her share shall go to her children then living, per stirpes and not per capita. ITEM IV. I direct that any and all taxes that may be assessed in consequence of my death, including all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate as a part of the expense of the administration of my estate. ITEM V. I authorize and empower my personal representative and/or said Trustee representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwise, as my personal representative or said Trustee may deem proper, all or any part of my property, real or personal; to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; to conduct any business in which I have an interest at the time of my decease, for such period as my personal representative may deem proper, power to borrow money and pledge assets of the business and .... ". the power to do all other acts that I, in my lifetime could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carryon said business as capital to such corporation and accept stock in the corporation i.n lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or sell the same as to my personal representatiVE! may seem best; to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided, to retain indefinitely any part of my assets, real or personal, which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate; to invest and reinvest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to the principle of diversification or risk; to exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. .." \. Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to any beneficiary shall be made upon the sole receipt of the respective beneficiary to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge and free from control by the creditors of any such beneficiary. All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VI. I nominate, constitute and appoint my wife, BETTY P. SANDS, Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation refusal or inability to act for any reason whatsoever of my said wife, I nominate, constitute and appoint my two daughters, KAY SANDS APGAR and DONNA SANDS ENGLAND, Co-Executors of this my Last Will and Testament, to serve without bond. IN WITNESS WHEREOF, I, THOMAS C. SANDS, have to this my Last Will and my hand and seal this II ~ day of .1) -t'!!~~ .... ~",- Testament set 19~. c~~ (SEAL) '6 Signed, seal,ed, published an]d declared ~y THOMl\S c. above-named Testator, on the /1 t) day of .lJLLunJ'tUJ and for his Last Will and Testament in the presence of us, presence and in the presence of each other have, at subscribed our names as witnesses hereto. SANDS, the , 19xY1, as who,--rn his his request, c/ ,\ ,. L~UlL~/ I ( ! ~, residing at It4i~zdJ ~!k6 ?Jav Uurnkldflttf(. Phi /7070 " '12/\ 9 /lur;v-tw ame residing at ~9~ / #; .' . : COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~k We, the undersigned, the SS: Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned a.uthority that we were present and saw the Testator sign and execute the instrument as his Will, and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the w'ill as witnesses and that to the best of their knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence: and I, the said Testator, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn, to and ~m~ribed before me this ~~ day o~ ~..v~ ) . 1912.. ~. CAJ,t~~~ Notary Public My Commission Expires: V - J ~l]). NOTARIAL SEAL NANCY L. HUMMEL, NOTARY PUBLIC CAMP HILL BORO, CUMBERlAND COUNTY MY COMMISSION EXPIRES JUNE 1. 1992 Member, Pennsylvania Association ot Notaries 0 ;J:> >-3 tr1 0 .. t"' Z ;J:> t"l (fJ ~ > i:lC b >-3 ("J 0 >-3 ~-:I III ::c ::8 ::I 580 ~ ~ 0 H ~ t"l ~~ ~ :s: t"' ;J:> t"' :::l ~=!:! ~ ~ (fJ f" ;J:> ... Zllll> ~ () 0 z 13 1:10-1 '"Ij 0 . ~ .. 1:1 t"" ;i (fJ >-3 ~ ~ - ~ 1IC ;J:> tr1 .... rIl r---. z (fJ S 0 >-3 0 r-.. (fJ ;J:> . :s: tr1 I-" Z -0 >-3 1:5 n ("'.: ;7.1 .... =<1: ::j::;l cr"",''o,. I}' d ..... :ni (1:10 eg, ~~? ~:,2 [)' I,", (";" t::J CJ o v w Ui -..J , -,I" ..; ~ 0; ..1 _! .~ "..t'". i ;:'", t..... ... J ~. ') Q ~cr 1:: e c ::t ;:;. .~) a '""i "E-,"*' .a->s ~ ~ . ~ ~ .~ ~~~\J~ ~ ~t~ ~ ~~ ~~ ~ .:3 .... ~ ~ ~ ~~~ ~ ~. ~O'~ ~ .~ ~ ; .0... ~,~ ~ia1 I'g ~ t~ j "-J p ~:i - 0'1 r~ ...."~ " ~tr -t.t. j 'I)" , . t. d bZ N\/r .i ;YHJ..IO:Ji:.. ;::: "!CU/}t J .. j"i.~) ZOo Ii r" s I ~ (oJ ISiI (OJ (r' (t) I"~ .f- (t) .... l'io'l ,..... .... ~Ef?~ 0/ o/r~ UAd W~ ~ ~ &~' Wood ~We:;.mh Jane V. Marfizo 'Rsgister of 'Wi[fs and Cfer/(of tfie Orpfums' Court 'lJaupfiin County Court J(ouse 100m 103 :Front ana Marl(gt Streets P.O. '1301(1295 J(arris6ur;g, P5117108-1295 'Id 717 255-2657 'Fa:( 717-255-2749 Thomas P. (jac./(i, 'Esquire So[icitor TO: Inheritance Tax Clerk FROM: Dauphin County Clerk SUBJECT: Thomas C. Sands - I.T. Return DATE: January 25, 2002 Ed Mahek from the Department of Revenue brought to our attention that the enclosed tax return belongs to Cumberland County. We are forwarding the return to your office for proper filing. We would appreciate if you would process it in kind. Thank you for your attention in this matter :JC': ;: (6' ::1:::- ~,.. . ~ :c; W :;;.: L = z N \0 ""'"":","] LAJ \J1 1111' "--., , e" r '- i ,_ ~) ,/' : J Ii (~ I i I . l .' 0" ili/", 1/ C ~~' L.~~_ :: .\,'I',"~'~f" " " '" "'4 ..... ~, ; )'1\ ., :;.:; """ I >...,'~ ~ ( 0J j ..~ ~ , )~~":, . ~UR~ ' I ('\ ~ \. 'f/l~: g ~- IJl ::',) 3 v'l / . '~ '- j...... ,'! :; ,. "....... "-.J '......... <lJ fJ) ::1 Q .- r, 4-J ex:> l-j ("') ;::J C"tj 8(J)cJ, fJ) 1-;.,-.. r-~ >, eu p r--l 4-J;::J . ..... ~ Srg.- >.8(J)~ 4-i I-i fJ) 0.. o <lJ "0 ;::J 1--1 6 fij.8 (J)~ (J) r--l 4-J r--i ;..; 1--1 I-; fJ) fJ) " <lJ ;::J..--I 'Ob5~ 8 ~ C1)4-J;:jeu cr;<!;U'-u ., . ... REV -1 500 OFFICIAL USE ONLY .... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER /1..::<:1_ DEPT. 280601 RESIDENT DECEDENT .:2.L- tPL HARRISBURG, PA 17128-0601 COUNTY CODE YEAR ""BER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITL>\L) SOCL>\L SECURITY NUMBER I- Z SANDS,THOMAS,C. 187-16-6379 W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 11/05/2001 2/12/1922 REGISTER OF WILLS (.) W (IF APPLICABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITL>\L) SOCL>\L SECURITY NUMBER C SANDS,BETTY,P. UJ 129 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (dale of death prior to 12-13-82) ~~Cf.) 0 4. Limited Estate 0 48. Future Interest Compromise (dale of death after 12-12-82) 0 5. Federal Estate Tax Return Required 0"'>: UJ"-O 129 0 ,,00 6. Decedent Died Testate (Attach copy of WHO 7. Decedent Maintained a Living Trust (Attach copy of Tnl8t) _ 8. Total Number of Safe Deposij Boxes O"'~ ,,-'" ~ 0 9. Litigatioo Proceeds Received 010. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) 0 11. Election to1ax under Sec. 9113(A) (Attach Sch 0) >- THI$$EC:TION>MtI$'I'i!!ll$C:QII1PJ:lii:tt;l:)j;AlU..c:()j'tIt.l:SI'ONDE!lc;e:.oI\IID.ic;PIIIF~H:tji<!!c.T~INF(lRII1AiTlONsl!QI:IlllIlI!e:IlIRe~E~"I'O,';i' z ~VID COMPLETE MAILING ADDRESS UJ 0 A HAMILTON CPA 176 CUMBERLAND PARKWAY z 0 'fOO:It'rt ~~b.)& MECHANICSBURG, "- PA 17055 U) MUSSER PC UJ '" '" TELEPHONE NUMBER 0 717-697-3888 0 1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 114,910.00 . 3. Closely Held Corporatioo, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposijs & Miscellaneous Personal Property (5) Z (Schedule E) 0 6. Jointly Owned Property (Schedule F) (6) 210,997.00 '<< o Separate Billing Requested ...J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ::J I- (Schedule G or L) a:: 8. Total Gross Assets (total lines 1 - 7) (8) 325,907.00 <C (.) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 5,276.00 W 0:: 10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I) (10) 2,480.00 11. Total Deductions (total Lines 9 & 10) (11) 7,756.00 12. Net Value of Estate (Line 8 minus Line 11) (12) 318,151.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which iMl election to lax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 318,151.00 SEE INSTRUCTIONS FOR APPLICABLE RATES Z 0 15. Amount of line 141axable at the spousal tax 318,151.00 0 0.00 !ci: rate, or transfers under Sec. 9116 (a)(1.2) x.o_ (15) I-' 16. Amount of Line 14 taxable at lineal rate X.O_ (16) ::J Q. 17. Amoont of Line 14 taxable at sibling rate X .12 (17) :ii: 0 18. Amount of Line 14 taxable at collateral rate X .15 (18) (.) ~ 19. Tax Due (19) 0.00 20.0 I C~K.H~.If.YO!.l~e:.lll$qlle:s:trl'l~AIt.l:j:!:IIIIP(lFAtI(!VliIl!'A.,..t.jj!WlTI ~ STFPA42021F.1 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIIlE ANI) RECHECK MATH < < - "'" , , Decedent's Complete Address: STREET ADDRESS 8 ANDES DRIVE CITY MECHANICSBURG I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) TotallnteresUPenalty (0 + E) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0,00 0.00 A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0,00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No o o o o o o contains a beneficiary designation? ....................................................... 0 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, Under penahies d perjury, I ded~e that I have excrnined this return, including accompanying sdledules and statements, and to the best of my knowledge and belief, ij is true, correct and complete. DeclCI"ation of preparer other than the persooal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSI8LE FOR FILING RETURN DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on Ihe net vaiue of transfers to or for the use of the surviving spouse is 3% [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% [72 P.S. ~9116 (a) (1.1) (ii)]. The statule does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicabie 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 vaiue of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a nalural parent an adoptive parent, or a stepparenl of the child is 0% [72 P.S. ~9116(a)(1.2)]. , The tax rate imposed on the net value oflransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, 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% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at ieasl one parent in common with the decedent, whether by blood or adoption. STFPA42021F.2 - . REV-1,603 EX -t (1-97) (1) COMMONV'JEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF THOMAS C. SANDS FILE NUMBER 21-01-1124 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER OESCRIPTION 1. VALUE AT DATE OF DEATH 1600 SHARES OF EXXON CORP. 39.39 792 SHARES OF BELLSOUTH CORP. 38.62 416 SHARES OF VERIZON CORP. 51.20 63,024 30,587 21,299 STFPA42021F,4 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 114,910.00 . REV.~S09 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF THOMAS C. SANDS FILE NUMBER 21-01-1124 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. BETTY P SANDS 8 ANDES DRIVE MECHANICSBURG, PA 17055 SPOUSE B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE InclIde name of financial institution and bank account number or similar identifying IlJmber. DATE OF DEATH DECO'S VAlUE OF NUMBER TENANT JOINT Attachdeedlorjoimy-heldrealestate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. REAL ESTATE MECHANICSBURG, PA 128,100 50 64,050.00 1999 DODGE CARAVAN 11,000 50 5,500.00 BANK DEPOSIT BELCO 60 50 30.00 3100 SHARES OF EXXON CORP 122,109 50 61,054.50 1944 SHARES OF BELL SOUTH CORP 75,077 50 37,538.50 1040 SHARES OF VERIZON CORP 53,248 50 26,624.00 900 SHARES OF PP&L CORP 32,400 50 16,200.00 TOTAL (Also enter on line 6, Recapitulation) $ 210,997.00 STFPA42021F.10 (If more space is needed, insert additional sheets of the same size) - ... . , REV.rs11 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF THOMAS C. SANDS FILE NUMBER 21- 01-1124 Debts of decedent must be reported on Schedule I. ITEM NUMBER OESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME 1,444 B. AOMINISTRATIVE COSTS: 1. Personal Representative's COOlmissions Ni:YJle of Personal Representative{ s) Sooal Security Number(s) I EIN Number of Persooal Representative(s) Street Address Cijy State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family ExempliCA'[ (If decedent's address is not the same as claimant's, attach explanation) Claimant BETTY SANDS Street Address 8 ANDES DRIVE Cijy MECHANICSBURG State PA Z' 17055 Ip R~ationship of Claimant to Decedent S POUS E 3,500 4. Probate Fees 82 5. Accountant's Fees 6. Tax Return Preparer's Fees 250 7. TOTAL (Also enter on line 9, Recapitulation) $ 5,276.00 .. STFPA42021F.12 (if more space IS needed, Insert additional sheets of the same sIZe) REV-.~512 EX + (1-97) (I) COMMONlNEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF THOMAS C. SANDS FILE NUMBER 21-01-1124 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT LOAN WITH BELCO ON 1999 DODGE CARAVAN 50% 2,480 STF PA42021 F.13 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 2,480.00 -- ~ REV-~513 EX + (9-00) .. ,f COMMON\'\'EALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF THOMAS C SANDS FILE NUMBER 21-01-1124 RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) l. TAXABLE DISTRIBUTIONS [include outnght spousal distnbutions, and transfelS under Sec. 9116 (a) (1.2)] BETTY P. SANDS 1. 8 ANDES DRIVE MECHANICSBURG, PA 17055 SPOUSE AMOUNT OR SHARE OF ESTATE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space IS needed, Insert additional sheets of the same size) STFPA42021F.14 ..4 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 DAVID A HAMILTON CPA 176 CUMBERLAND PARKWAY MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 187-16-6379 FILE NUMBER: 2101-1124 DECEDENT NAME: SANDS THOMAS C DATE OF PAYMENT: 01/31/2002 POSTMARK DATE: 01/30/2002 COUNTY: CUMBERLAND DATE OF DEATH: 11/05/2001 NO. CD 000815 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $220.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: DAVID A HAMILTON CPA CHECK#1068 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $220.00 MARY C. LEWIS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE S.6(a) Name of Decedent: '71-ft) hJ ,q S ~ ,fA rJlJ.5 Date of Death: A/a v Em B c IC. ~-j 01 () () I Will No, a /) 0 I - 0 I I ~ <-f Admin, No. P A- I\J 0 ~ / - 0 1- / I r2 '-f To the Register: I certify that notice of (beneficial interest) estate administration 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 l.:l _ 11- .;L 0 () I Name Address Br=T ''I e. SA" rJ OS RAtJ1)ES "LYR- \ V 6- \V)t;c..-HRtJl ~s du R G-- Pf/ , I Notice has now been given to all persons entitled thereto under Rule 5,6(a) except Date: /tf- rn~ - O~ dJCfl/vV,_-"~ ~ t/lA--Ck<A..~ iJ Signature Name Do N I\J If J EN(;.LA/l/n Address ? I1rJI)ES DK} v E ( ~- MECHIiAJ Ic-SI3~,eG PflI70ss , ('--J Telephone ( "711 7 (p (; .. 7 3 3 '-I N P Capacity: ~ Personal Representative ,I -:-.: - .f' ""I ('.., ... ~~ _Counsel for personal representative \ /'/-02,6 - ? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DAVID A HAMILTON 176 CUMBERLAND PKWY MECHANICSBURG PA '02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-08-2002 SANDS 11-05-2001 21 01-1124 CUMBERLAND 101 J\Pn 12 "1 '[-,..3 j- ,..' *' REV-lSli7 EX AFP (01-02) THOMAS C It7G5S Cl:ln., Amount Remitted 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-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SANDS THOMAS C FILE NO. 21 01-1124 ACN 101 DATE 04-08-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !bh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate IS. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 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. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (l) (2) (3) (4) (5) (6) (7) .00 114,910.00 .00 .00 .00 210,997.00 .00 S. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (9) ClO} 5,276.00 2,480.00 Cll} Cl2} Cl3} Cl4} Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: Cl5} Cl6} Cl7} ClS} 318,151. 00 X .00 X .00 X .00 X NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (S) 325,907.00 7.71i6.DO 318,151.00 .00 318,151.00 00 045 = 12 15 .00 .00 .00 .00 .00 Cl9}= PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-30-2002 CDOO0815 .00 220.00 TOTAL TAX CREDIT 220.00 BALANCE OF TAX DUE 220.00CR INTEREST AND PEN. .00 TOTAL DUE 220.00CR * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.} RESERVATION: Estates of decedents dying on or before December 12. 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expresslY reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DI SCOUNT : PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act. Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. _ -Make check or money order payable to: REGISTER OF MILLS. AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills. any of the 23 Revenue District Offices. or bY calling the special 24-hour. answering service for forMS ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: OR --written protest to the PA Department of Revenue. Board of Appeals. Dept. 281021. Harrisburg. PA 17128-1021. --election to have the matter determined at audit of the account of the personal representative. OR --appeal to the Orphans' Court. ., ~ .~ Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, 8ureau of Individual Taxes. ATTN: Post Assessment Review Unit. Dept. 280601. Harrisburg. PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150l> for an explanation of administrativelY correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5%) discount of the tax paid is allowed. The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed. and not paid before January 18. 1996. the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency. or nine (9) months and one (1) day from the date of death. to the date of payment. Taxes which became delinquent before January 1. 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1. 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced bY the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate DailY Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice. additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 fJ/ l/ c)'~ Name of Decedent: tHo m liS C. 's'1l NJ)S Date of Death: If 0 VeM f3 E ,e. ~..J.. 0 b I Will No.: .t2u 0/ - 0 ! / .2... <..L. , Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 00 No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 10 -J.. 7~(j.3 s~r~~ l3/?/i'f P S 4- rJDS Name g> ItrJ i) G-s U 1(1 v € /YJ E'Q.,.I-f fl rJ I CS is fA. R. Go fA I 70 S5; ~ Address 71 1- 7(p~ -738'-{ Telephone No. Capacity: ~ Personal Representative o Counsel for personal representative