HomeMy WebLinkAbout07-08-05
CUMBERLAND COUNTY
INVENTORY
Estate of HOPPER, GERTRUDE B.
, Deceased
NO.21 05 00181
Date of Death 1/29/2005
Social Security No. 134141116
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. JIWe
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. e.s. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: SUSAN H. CONFAIR
1.0. No.: 70241
Address: 2331 MARKET STREET
CAMP HILL
Personal Representative:
~W79t>>-wL a--r(.fll~
Dated U /3 ! c)o;-
PA 17011
Telephone: 717-763-1383
Description
Value
Stocks & Bonds
MERRILL LYNCH BROKERAGE ACCOUNT
Account No. 819-43K98
1,279,448.00
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
BENT CREEK SECURITY DEPOSIT REFUND
850.00
Total
(Attach Additional Sheets if necessary)
1,280,298.00
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
tEV-1500EX + (6-00)
'*' COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
HOPPER GERTRUDE B.
DATE OF DEATH (MM-DD-Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFRCIAL USE ONLY
FILE NUMBER
2 1 -0 5 0 0 1 8 1
COONTYCl5DE ---vEAA- - - iiUMBER- -
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DO-Year)
1 34- 1 4 - 1 1 1 6
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
01/29/2005 05/05/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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00 1. Original Return
o 4. Limited Estate
00 6. Decedent Died Testate (AIlachcopyofWiIl)
o 9. litigation Proceeds Received
SOOAL SECURJTY NUMBER
o 2. Supplemental Return
o 4a. Future Interest Compromise (dateofdeathafler 12.12-82)
o 7. Decedent Maintained a living Trust (AlIach copyofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95)
o 3. Remainder Return (daleofdeathpriorlof2-13-82)
o 5. Federal Estate Tax Return Required
Q.. 6. Total Number of Safe DeposftBoxes
o 11. Election to tax under Sec. 9113(A) {Allooh Soh 01
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash. Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointiy ONned Property (Schedule F) (6)
D Separate Billing Requested
7. InterNivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
6. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Liabilffies. & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 6 minus Line t 1)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
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NAME
SUSAN H. CONFAIR
FIRM NAME (If Appl""".)
REAGER & ADLER P.C.
TELEPHONE NUMBER
717-763-1383
COMPLETE MAILING ADDRESS
2331 MARKET STREET
CAMP HILL
RA 17011
OFFICIAL USE ONLY,
1 ,279,448.00
850.00
229,777..86
.
()
(8)
1,510,075.86
8,407.45
1.183.78
(11)
(12)
(13)
9.591.23
1,500,484.63
14. Net Value Subject to Tax (Line 12 minus Line t3)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
1,500,484.63
15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 91 t6 (a)(1.2)
16. Amount of line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 X _(15) 0.00
1.500,484.63 X .045 (16) 67.521.81
0.00 X .12 (17) 0.00
0.00 X .15 (16) 0.00
(19) 67.521.81
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's ComDlete Address:
STREET ADDRESS
4 THORNHILL COURT
CITY I STATE I ZlP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
67,521.81
64600.00
3376.09
3. InteresUPenally if applicable
D.lnterest
E. Penalty
Total Credits (A + 8 +C)
(2)
67,976.09
TotallnteresUPenalty (0 + E) (3)
4. If Une 21s greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
454.28
0.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 IXI
b. retain the ri9ht to designate who shall use the property transferred or its income; ........................................ 0 IXI
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IXI
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?.. ......................................................... ...................... ............. 0 IXI
3. Did decedent own an 'in trustfo~ or payable upon death bank account or security at his or her death? ................. IXI 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 IXI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peljury, I declare thai I have examined this return, including a:::companying schedules and statements, a'ld to the best of my knowledge and belief, it is true, correct and complete.
Declaation of preparer other than !he personal representative is based on all infoonation ofwhich preparer has any knowledge.
SIGNATURE PERSON RESPONSIBLE FOR FILING RETURN DATE
~ ~
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ADDRESS L.L _
O? L:Jeo (n~ CL.L
SIGNATURE OF T,7;~OTHER THAN REPRESENTATIVE
ADDRESh~1 ft,tvtk-c} ~f (il{t/kY.) /07/ fJ/l- '11'1/
I .
For dates of death on or after July " 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS. ~9116 (a) (1.1) (i)].
For dates of death on or after January " 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 statute does not exemot 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 " 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin9s is 12% [72 P.S. ~9116(a)(I.3)]. A siblin9 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-1503 EX + (6-98)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
HOPPER GERTRUDE B
FILE NUMBER
21 05
All property jolntly-owned _ right of survivorship must be disclosed on Schedule F.
00181
ITEM
NUMBER
1.
DESCRIPTION
MERRILL LYNCH BROKERAGE ACCOUNT
Account No. 819-43K98
VALUE AT DATE
OF DEATH
1,279,448.00
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1 279448.00
REV~1508 EX + (6.98)
*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOPPER GERTRUDE B
FILE NUMBER
21 05
Indude 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 Schedul. F.
00181
ITEM
NUMBER
1.
DESCRIPTION
BENT CREEK SECURITY DEPOSIT REFUND
VALUE AT DATE
OF DEATH
850.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
850.00
REV-1509 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
HOPPER GERTRUDE B.
FILE NUMBER
21 05
00181
If an asset was made joint within one year of the decedenfs date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. MARGARET TIMMONS
2000 MOUNTAIN PINE DRIVE
MECHANICSBURG, PA 17050
DAUGHTER
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRJPTON OF PROPERTY lIOF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUlTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYlNG NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VAlUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 2002 REAL PROPERTY LOCATED AT 4 THORNHILL COURT 163,023.00 50. 81,511.50
CARLISLE, PA - $155,260 (assessed value) x 1.05
(common level ratio) = $163,023
2. A. 2001 CERTIFICATE OF DEPOSIT 60,397.36 50. 30,198.68
WACHOVIA BANK
3. A. 2001 CHECKING ACCOUNT 42,591.49 50. 21,295.75
WACHOVIA BANK
4. A. 1991 CHECKING ACCOUNT 21,072.33 50. 10,536.17
WACHOVIA BANK
5. A. 2002 SAVINGS ACCOUNT 88,531.72 50. 44,265.86
COMMERCE BANK
6. A. 2003 CHECKING ACCOUNT 1,645.54 50. 822.77
PNC BANK
7. A. 2003 SAVINGS ACCOUNT 82,294.26 50. 41,147.13
PNC BANK
TOTAL (Also enter on line 6, Recapitulation) $ 229,771.86
.-.
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOPPER GERTRUDE B
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FilE NUMBER
21
05
00181
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS - CREMATION AND SERVICES 3,020.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)/EIN Numberot Personal Representative(s)
Street Address
CiIy State Zip
Yea~s) Commission Paid:
2. AttomeyFees REAGER & ADLER, P.C. 3,000.00
3. Family Exemption: (If decedenfs address is not the same as daimanfs, attach explanation)
Claimant
Street Address
CiIy State Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 1,010.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees KEVIN BENTON, CPA 350.00
7. CUMBERLAND LAW JOURNAL - LEGAL ADVERTISING 75.00
8. THE SENTINEL - LEGAL ADVERTISING 107.99
9. REGISTER OF WILLS - ADDITIONAL SHORT CERTIFICATE 4.00
10. BENT CREEK - FINAL PAYMENT 6.40
11. ZEIGLER MOVING - 334.06
12. BILL DAVIS - YARD WORK 500.00
TOTAL (Also enter on line 9, Recapitulation) $ 8 407.45
(If more space is needed, insert additional sheets of the same size)
REV.1512 EX + (6-98)
*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOPPER GERTRUDE B.
FILE NUMBER
21 05
00181
Include unreimbursed medical expen....
ITEM
NUMBER DESCRIPTION
1. WASTE MANAGEMENT - FINAL BILL
VALUE AT DATE
OF DEATH
46.80
2. CHOICE NURSING - FINAL BILL
563.00
3. UGI - FINAL BILL
134.00
4. ALERT PHARMACY - FINAL BILL
439.98
TOTAL (Also enteron line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1183.78
REV_1513EX>I*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
HnppFI UDE R 21 05 nn1R1
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 ~nclud. outright spousal d.tributions, and transt.rs under
Sec. 9116 (aJ (1.2)]
1. MARGARET TIMMONS Lineal 1,400,484.63
2000 MOUNTAIN PINE DRIVE
MECHANICSBURG, PA 17050
2. KIMBERLY A. TIMMONS Lineal 50,000.00
10 REFLECTIONS VILLAGE DRIVE
ORMAND BEACH, FL 32174
3_ RICHARD F. TIMMONS Lineal 50,000_00
9050-B BASSET STREET
FT. DRUM, NY 13603
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 II - 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)
.
p~"" 1
WACHOVIA
Reference ID: 1156132
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
:..--;"9!-';
March 2, 2005
MAR - 4 2005
REAGER & ADLER
ATTORNEYS & COUNSELORS AT LAW
2331 MARKET STREET
CAMP HILL, PA 17011-4642
SUBJECT: Verification / Confirmation of Account and Balance Information provided for;
Customer: GERTRUDE B HOPPER (SSN# 135-14-1116)
Date of Death: January 29, 2005
Deoosit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247402112087454
LEGAL TITLE: GERTRUDE B HOPPER
MARGARET A TIMMONS
$60,397.36
9/8/2004\ 7/8/2005
1.98
$75.40
$10 1.26
CHECKING 10 10048432810
LEGAL TITLE: GERTRUDE B HOPPER
MARGARET A TIMMONS
$42,591.49
9/12/2001
$5.37
$42.94
CHECKING
1083170004363
$21,072.33
5/14/1991
$0.23
$1.86
LEGAL illLE: GERTRUDE B HOPPER
MARGARET A TIMMONS
. Due to system limitations. we can only provide a twelve month average balance on depository accounts.
~ Dpe."1e.d W.'k1. ~Y1.Ch.
Sa 0. thLkci .
1 " ,Aj 0. ({ ov....J- .
~ Of\ Ll,,''''f, "'~ vV.H Vwv"'- J'" .
0000 000614
III
...~4l!:i.
WACHOVIA
Reference ID: 1156132
No Safe Deposit Box found fOf customer.
.. Date of death balance does not include accrued interest.
'" If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
/ y. ~uring that time period.
C/'l,J' . ~
)Jennifer traub
'..-- Servicenter Associates
Phone: (540)563-7323
lI;js
0000000614
II!
......sr~
High Performance Money Market
01 1010048432810 751 30 0' 6
WACHOVIA
00021768 1 AT 0.29202 3DG 95
1..,111."111.,,,1.1.11.,,1,..11
GERTRUDE B HOPPER
MARGARET A TIMMONS
2000 MOUNTAIN PINE DRIVE
MECHANICSBURG PA 17050
PB
69,929
-
-
-
High Performance Money Market
Account number:
Account owner(s):
1010048432810
GERTRUDE B HOPPER
MARGARET A TIMMONS
Account SUmmary
Opening balance 8/11
Interest paid
Other withdrawals and service lees
Closing balance 9/1 0
Deposits and Other Credits
Date
~11f)
,I
.'
$100,675.83
66.64 +
60,000.00 -
$40,742.47
- be.f:05I+ed
C l.yJ, P, C<l.-t-t
Amount Description
66.64 INTEREST FROM 08/11/2004 THROUGH 09/10/2004
$66.64
Interest
Number of days this statementJ'eriod
Annual percentage yield earne
Interest earned this statement period
Interest paid this statement period
Interest paid this year
Other Withdrawals and Service Fees
31
0.83%
$66.64
$66.64
$604.45
Date Amount Description
9/08 60,000.00 ASAP DEBIT TRANSFER 247402112087454
Total $60,000.00
WACHOVIA BALANCE ALERTS:
RECEIVE YOUR ACCOUNT BALANCES VIA YOUR E-MAIL, PAGER
OR WIRELESS DEVICE DAIL Y WHEN YOUR BALANCES GO ABOVE
OR BELOW THE AMOUNT YOU SPECIFY. ALL FOR FREE.
FOR MORE /NFORMA T/ON OR TO SIGN UP, GO TO
WACHOVIACOMlALERTS
8/11/2004 thru 9/10/2004
I YI f1> [)Ja.c);Lov I a..
oj- De.fl'";t- Accl-il '41l10Z-11"2-0'tl!..j<,'-'-I
WACHOVIA BANK, N.A., LEISURE KNOLL
page 1 01 3
II!
.....~~
Consolidated Statement
01 1083170004363 751 40
WACHOVIA
1",111.,.111,.,,1,1,11...1.,,11
GERTRUDE B HOPPER
MARGARET A TIMMONS
2000 MOUNTAIN PINE DRIVE
MECHANICSBURG PA 17050
11 16
8/25/2004 thru 9/24/2004
PB
37,399
--
Summary of Accounts
Checking & Savings
Account number
Account
1083170004363
1010048432810
247402112087454
PERFORMANCE CHK
HIGH PERFORMANCE MMI
TIME DEPOSIT 10 MONTHS
Total
Ba.lance
"
18,949,98
42,455,12
60,000,00
$121,405,10
As of
Interest
rate
Maturity
date
9/24
9/24
9/26
1.98 %
7/08/2005
.,
WACHOVIA BANK, N.A., MANCHESTER
page 1 of 4
Commerce
.Bank..
March 22, 2005
Reager & Adler PC
Attorneys and Counselors
2331 Market St
Camp Hill, PA 17011-4642
At Law
RE:
Estate of: Gertrude B Hopper
Social Security #: 135-14-1116
Date of Death: January 29, 2005
Dear Sirs:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Savings
Account #: 626036198
Date Opened: 4/26/02
Primary Owner: Gertrude B Hopper
Secondary Owner: Margaret A Timmons
Date of Death Balance: $88,604.12
Accrued Interest: $72.40
Principal Balance: $88,531.72
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
W0v'YLr... ~ ~
Wanda J Morris
CIF Team Leader
Commerce Bank I Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
RPR-03-2005 17:11
PNCBRNK
412 758 3458
P.01~Cl-:'
o PNCBAN<
April I, 2005
Monica D. Zercher
233 I Market Street
Camp Hill, PA 17011-4642
RE: Estate of Gertrude B. Hopper, deceased
SSN: 135-14-1116
000: l/29/2005
Dear Ms. Zeroner:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #8009195867
Established 10/10/2003
GERTRUDE B HOPPER
MARGARET A TIMMONS
DOD balance: $1,645.54 + $0.00 accrued interest
Savings Account
Account #8009808985
Established 10/10/2003
GERTRUDE B HOPPER
MARGARET A TIMMONS
DOD balance: $82,294.25 + $7.42 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do Dot process any financial
t.,.....actions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-8ANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~ LJJJh-
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pinsburgh PA 15219
Member FDIC
TDTRL =. ':1~
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2005-00181 PA No. 21-05-0181
Es ta te Of: GERTRUDE B HOPPER
(First. Middle, Last!
Late Of:
SIL VER SPRING TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 135-14-1116
WHEREAS, on the 23rd day of February 2005 an instrument dated
July 23rd 2003 was admitted to probate as the last will of
GERTRUDE B HOPPER
{First. Middle, Last}
la te of SIL VER SPRING TOWNSHIP, CUMBERLAND County,
who died on the 29th day of January 2005 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
MARGARET A TIMMONS
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 23rd day of February 2005.
JdL/nc~hiuI\2A \~~~{)l~l)
RegIster 0 Ills
~ ~(b+
Deputy
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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July 23, 2003
LAST WILL AND TEST AMENT
(r.. ". '?L.~.(') F~.. ~,,(,7
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- ,---;'--,
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OF
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,
GERTRUDEB.HOPPER
I, GERTRUDE B. HOPPER, of Carlisle, Cumberland County, Pennsylvarua, beiri$Jof
sound and disposing mind, memory and understanding, do hereby make, publish and declare this my
Last Will and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at
anytime heretofore made.
1. F AMIL Y.
1.1 Identification of Family. I declare that I have two (2) children whose names are
MARGARET ANN TIMMONS and HARRY JOSEPH HOPPER. JR.
1.2 Definition of Family Terms, As used in this Will, the term "my child" shall mean
only MARGARET ANN TIMMONS, as it is my specific intention to exclude
HARRY JOSEPH HOPPER, JR. from the provisions of this Will. As used in this
Will, the term "issue" refers to all lineal descendants of the indicated person of all
generations, with the relationship of parent and child at each generation determined
by the definition of "child/children" set forth in this paragraph.
2. PAYMENT OF BURIAL EXPENSES AND DEBTS. I authorize my executor to pay all
the expenses of (1) a funeral or memorial service; (2) the internment of my remains, including the
costs of a gravesite, if necessary; and (3) the installation and inscription of a suitable marker at, and
perpetual care of, the gravesite. I further direct my executor to pay all of my debts that my executor
in his or her sole discretion may allow as claims against my estate.
3. SPECIFIC BEOUESTS. I hereby devise and bequeath the following:
3.1 To my granddaughter, KIMBERLY ANN TIMMONS, I give the sum of Fifty
Thousand Dollars ($50,000.00) to be placed in an account in the name of my
granddaughter with Margaret Ann Timmons as co-signor.
3.2 To my grandson, RICHARD FRANKLIN TIMMONS II, I give the sum of Fifty
Thousand Dollars ($50,000.00) to be placed in an account in the name of my
grandson with Margaret Ann Tirnmons as co-signor.
4. DISPOSITION OF TANGIBLE PERSONAL PROPERTY. I give all of my tangible
personal property of every kind and description, including, but not limited to, books, pictures,
clothing, articles of household or personal use or adornment, household furnishings and effects, and
automotive vehicles and their accessories, but excluding any money, evidences of indebtedness,
~~d &y~ ~~~
1{( rude B. Hopper "
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documents oftitle, and securities and property used in connection with the operation of any trade or
business, and not otherwise disposed of herein, to my child, MARGARET ANN TIMMONS.
I direct my Executor to divide my tangible personal property into two parts. The first part
shall contain all items that my Executor determines, after consulting with my child, to be of no
present or future value or use to my child. The second part shall contain the balance of the property.
My Executor shall dispose ofthe first part by sale, abandonment, destruction, or gift to any charity
or person. The proceeds of any sale shall be added to my residuary estate. All property in the second
part I give to my child, MARGARET ANN TIMMONS. The decision of my Executor shall be
conclusive and binding on all persons interested in my estate. In the event that my child shall
predecease me, then I leave the share of that deceased child to her issue, per stirpes, in substantially
equal shares.
Any item of personalty passing to a minor under this Section may be delivered to the minor
or to any person to hold for the minor, as my Executor thinks advisable, and the receipt by any such
persons, including the minor, shall constitute a full and complete discharge to my Executor.
5. DISPOSITION OF RESIDUARY ESTATE. All of the rest, residue and remainder of the
property that I own at the time of my death, both real and personal, and of every kind and
description, wherever situated, to which I may be legally or equitably entitled at the time of my death
(my "residuary estate"), I give outright and absolutely to my child MARGARET ANN TIMMONS;
PROVIDED THAT, ifmy child shall predecease me leaving issue who survive me, then I leave the
share of that deceased child to her issue, per stirpes; and PROVIDED FURTHER THAT if any issue
of mine who shall receive a share of my estate is under the age of forty-five (45) years at the time
of my death, my trustee shall hold that issue's share IN TRUST for the benefit of that issue, to be
administered and distributed as provided in Article 6 of this Will.
6. SEPARATE TRUSTS FOR ISSUE. If my Trustee shall receive any amount on behalf of
my child's issue pursuant to the provisions of Article 5 of this Will, I direct my Trustee to hold the
amount received in a separate trust, and to administer and distribute that issue's trust in the following
manner:
6.1 Until such issue shall reach the age offorty-five (45), my trustee shall pay to or apply
for the benefit of that issue so much of the net income of the trust as my trustee shall
deem necessary or advisable to provide for that grandchild's support, maintenance,
health and education (including higher or special education). My trustee shall
accumulate any income not so distributed and shall add the same to principal at least
annually.
6.2 I authorize my trustee to payor apply principal of the trust, at anytime, to or for the
benefit of such issue, even to the point of exhausting trust principal, in such amounts
as my trustee, in its absolute discretion, deems necessary or advisable to provide for
the support, maintenance, education and health of such issue. For example, but not
by way of limitation, my trustee may payor apply trust principal, in my trustee's
absolute discretion, for basic maintenance and support; elementary or secondary
~JZ-)l5 #~'-1-
2 . . de B. Hopper
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education; post-secondary technical or vocational training; college, postgraduate, and
professional study; and assistance in connection with marriage, acquisition and
furnishing of a home, and commencing a business or profession. In determining the
amount of principal to be disbursed, my trustee shall take into consideration any
other resources available to such issue.
6.3 Upon such issue reaching the age of forty- five (45), the trust for such grandchild shall
terminate and my trustee shall distribute to such issue all of the trust assets remaining
on hand.
6.4 If an issue of mine dies before reaching age forty-five (45), and is survived by issue,
my Trustee shall distribute the trust principal in equal shares to such deceased
grandchild's then living issue, per stirpes.
6.5 If an issue of mine dies before reaching age forty-five (45), and is not survived by
issue, my Trustee shall distribute the trust principal in equal shares to my issue, per
stirpes.
6.6 If at any time my Trustee in it's discretion determines that the size of such
beneficiary's trust share does not warrant holding such share in trust, my Trustee
may, in full discharge of it's duties herein, without formal court accounting, pay the
remaining principal and income to the Guardian of the person of such beneficiary or
may deposit it in an interest bearing or investment account in the name of such
beneficiary, payable to the beneficiary upon obtaining the age of forty-five (45), and
upon such payment or deposit the Trustee shall be relieved of all liability in
connection with such fund.
7. TRUSTEE'S JUDGMENT FINAL. The judgment of the Trustee as to the amount of
payments or applications of principal or income pursuant to Article 6 shall be final and conclusive
on all persons interested, or who may become interested, in the trust estate. On making any
payments or applications of principal, the Trustee shall be fully released and discharged from all
further liability or accountability.
8. SPENDTHRIFT PROVISIONS. No beneficiary of this trust shall have any right or power
to sell, assign, convey, mortgage, pledge, anticipate, hypothecate, or otherwise dispose of any right,
title, or interest that the beneficiary may acquire in the income or principal of the trust estate until
the income or principal has actually been paid over to the beneficiary by the Trustee. Nor shall the
income or principal of the trust estate, or any part of it, or any interest of any beneficiary under this
Will be liable for, or to any extent subject to, any debts of any kind or nature incurred or contracted
by any beneficiary, either before or after my death. Any right granted to a beneficiary to receive or
withdraw assets of the trust estate, either principal or income, for the beneficiary's own use and
benefit shall not be available for the satisfaction of any claims of the creditors of the beneficiary.
Any right of receipt or withdrawal shall be suspended and may not be exercised by any beneficiary
on the filing of a proceeding in bankruptcy in which the beneficiary is debtor. The suspension shall
~c&.;'4, d4~
de B. Hopper
3
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July 23, 2003
be continued during bankruptcy proceedings and shall be restored only after the entry of a final order
of discharge of the beneficiary as debtor.
9. POWERS OF ADMINISTRATION.
9.1 Grant of Powers. My executor, in the administration of my estate, and my trustee,
in the administration of the trust under this Will, (my "fiduciaries") shall have the
powers and authorities set forth in this Article 9. These powers and authorities may
be exercised by my executor and trustee in their sole and absolute discretion, without
the permission or order of any court. These powers shall be supplementary to those
conferred by law, including, but not limited to, those set forth in Title 20, Chapter 33,
ofthe Pennsylvania Consolidated Statutes.
9.2 Retention of Assets. My fiduciaries shall have the power to retain any or all
property of my estate or trust, however received and acquired, for so long as they
deem appropriate. This power may be exercised even though the property may not
be of the type authorized by law for investment, and even though the retention may
leave a disproportionately large amount of the value of my estate invested in one type
of property.
9.3 Transfer of Assets. My fiduciaries shall have the power to sell, transfer, and convey
any property, of whatever nature, including real property, and wherever situated, that
I may own at the time of my death, or that may come into my estate or into the trust
corpus at or after my death. The sale, transfer, or conveyance may be by public or
private sale, at such time, on such terms and conditions, including selling price and
credit, in such manner, and for any reason that my fiduciaries deem appropriate,
including, but not limited to, the purpose of obtaining net proceeds to be distributed
to my residuary beneficiaries.
9.4 Investment. My fiduciaries shall have the power to invest and reinvest any property
in my estate or in the trust corpus in preferred and common stocks, bonds, notes,
common trust funds (including any managed by any corporate fiduciary), interests in
investments, trusts, mutual funds, leases, mortgages on property wherever located,
and, generally, in any property and in proportions of property as my fiduciaries deem
advisable, even though the investments are not of the character or proportions
authorized by applicable law for the investment of the funds.
9.5 Power to Borrow. My fiduciaries shall have the power to borrow money for any
purpose, for any periods of time, and on any terms and conditions as they deem
advisable (including the power to borrow from any corporate fiduciary), and to
pledge, mortgage, or otherwise encumber any property in my estate or in the trust
corpus to secure repayment of any loan, as well as the power to renew existing loans
either as maker or endorser.
a~/3~Qg/L
4 ~IirU.de B. Hopper ~
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9.6 Power to Hold Property in Nominee Form. My fiduciaries shall have the power
to hold any property in the name of a nominee or in bearer form.
9.7 Distribution in Cash or in Kind. My fiduciaries shall have the power to make
distributions in cash or in kind, or partly in cash, in divided or undivided interests,
as amended, or other applicable law, and to determine which assets shall be sold and
which shall be distributed in kind, without notice to or consent by any beneficiary.
9.8 Distribution to Minors and Persons Under Disability. My fiduciaries shall have
the power to make distributions or payments to or for the benefit of any beneficiary
who is a minor, an incompetent, or who in the fiduciaries' judgment is incapacitated.
The distributions or payments shall be made in anyone or more of the following
ways: (I) directly to the beneficiary; (2) directly to the creditor in payment of the
debts or expenses of the beneficiary; (3) to the guardian of the person or estate of the
beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian for
the beneficiary under any law related to gifts to minors, including to my fiduciaries
in that capacity; or (6) to any other person who shall have the care and custody of the
person of the beneficiary. There shall be no duty to see to the application of funds
so paid, provided due care was exercised in the selection of the person to whom the
funds were paid, and the receipt of the person shall be full acquittance of the
fiduciaries.
9.9 Continuation or Liquidation of Business. My fiduciaries shall have the power to
continue or to permit the continuation of any business, incorporated or
unincorporated, in which I may have any interest at the time of my death for any
period of time, or to liquidate the business on any terms as they deem appropriate.
This power includes, but is not limited to (I) the power to invest additional swns in
any business, even to the extent that my estate or the trust corpus may be invested
largely or entirely in the business, without liability for any loss resulting from lack
of diversification; (2) the power to act as or to select other persons to act as directors,
officers, or employees of any business, to be compensated without regard to being a
fiduciary under this Will; and (3) the power to make any other arrangements in regard
to any business as my fiduciaries shall deem proper.
9.10 Employment of Agents. My fiduciaries shall have the power to employ and pay the
compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts,
investment counsel, accountants, bookkeepers, or other agents or providers of
services as my fiduciaries deem advisable in the administration of my estate.
9. I 1 Commissions. My fiduciaries shall have the power to take reasonable commissions
on account at any time during the administration of my estate or of the trust without
the approval of any beneficiary or of the court, but subject to allowance or
disallowance on the settlement ofthe final accounts of my fiduciaries.
~~d"~nA"~GW-
~ de B. Hopper
5
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July 23, 2003
9.12 Third Party Reliance. No person or corporation dealing with my executor shall be
required to see to the application of any property paid or delivered to my executor,
or to inquire into either the authority of my executor to enter into any transaction or
the expediency or propriety of any transaction entered into by my executor.
9.13 Allocation of Principle and Income. To allocate receipts and expenses to principle
or income, or partly to each, as my Trustee thinks proper.
10. PAYMENT OF DEATH TAXES. I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid,
without apportionment, from my residuary estate as part of the expenses of the administration of my
estate.
11. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH. For the purposes of this
Will, in determining whether a person has survived me or another person, a person shall not be
deemed to have survived me or another person ifhe or she dies within thirty (30)days of my death
or of the death of the other person.
12. APPOINTMENT OF TRUSTEE. I appoint RICHARD FRANKLIN TIMMONS, as
the Trustee of any trusts created under this Will. If the aforesaid RICHARD FRANKLIN
TIMMONS is unable or unwilling to act or to continue to act in that capacity, then I appoint
KIMBERLY ANN TIMMONS as the successor Trustee of any trust created under this Will.
13. EXECUTOR. I name, constitute and appoint MARGARET ANN TIMMONS, Executor
of my estate. If MARGARET ANN TIMMONS shall not survive me, shall not serve as executor
for any reason, or shall cease to serve as executor for any reason after appointment, then I appoint
RICHARD FRANKLIN TIMMONS, to act as successor executor in her place.
14. LIABILITY OF EXECUTOR AND TRUSTEE. My Executor and Trustee shall not at any
time be liable for mistake of law or of fact, or both law and fact, or errors of judgment, nor for any
loss coming to any beneficiary under this Will, or to any other persons, except through actual fraud
or willful misconduct on the part of the Executor or Trustee. My Executor or Trustee may, from
time to time, consult with counsel with respect to the meaning, construction, and operation of this
Will or any trusts created hereunder, particularly with respect to the appointments, allocations, and
disbursements, and may act on the advice of counsel in all matters without incurring liability on
account of his or her actions.
15. RULE AGAINST PERPETUITIES. Notwithstanding anything in this Will to the
contrary, I direct that no trust created hereunder shall continue for a period longer than permissible
under my domiciliary state's Rule Against Perpetuities, and upon the expiration of such period, each
such trust shall terminate and the assets thereof shall be distributed outright to those persons then
in being who would be entitled to receive the trust principal from that trust at the time of the
termination specified.
~L~4~
ee de B. Hopper -
6
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July 23, 2003
16. INTERPRETATION.
16.1 Number and Gender. Ifrequired by the context of this Will, singular language shall
be construed as plural, plural language shall be construed as singular, and the gender
of personal pronouns shall be construed as either masculine, feminine, or neuter.
16.2 Headings. All headings used in this Will to describe the contents of each article,
paragraph, or other division are provided for convenience only and shal1 not be
construed to be a part of this Will.
16.3 Bond Not Required. None of the fiduciaries named in this Wil1 shall be required
to furnish a bond for the faithful performance of her duties as Executor or Trustee.
16.4 Governing Law. This Will shall be construed in conformity with the law of the
Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Wil1 and
Testament, consisting of seven (7) typewritten pages, the first six (6) 0 which bear my signature in
the margin for the purpose of identification, this :<..Y--day of , 2003.
a~.~~/1
~TRUDE B. HOPPER, es atrix
Signed, sealed, published and declared by the above-named Testatrix, GERTRUDE B.
HOPPER, as and for her Last Wil1 and Testament, in the sight and presence of us, who, at her
request, in her sight and presence and in the sight and presence of each other, have hereunto
subscribed our names as witnesses.
L/4{~-
Witness /
2. 5"3-' tM--I~ ~.
Addr~
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GfY2t J-AALi cfI?
Witness I
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Address
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July 23, 2003
COMMONWEALTH OF PENNSYLVANIA )
: SS:
COUNTY OF CUMBERLAND )
I, GERTRUDE B. HOPPER, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, 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 OR AFFIRMED TO ^'-lD ACKNOW~ BEFORE ME BY GERTRUDE B.
HOPPER, THE TESTATOR THIS Z~'1SA Y OF ~, 2003.
-.._~.=....""",,-,~->~-" .'"
COMMONWEALTH OF PENNSYLVANIA )
: SS:
COUNTY OF CUMBERLAND )
WE, ~o-....- 1:+ Lffi.6 cu-:.. AND!(/c /'.55/1 /1) /0>7 ,
THE WITNESSES WHOSE NAMES ARE SIGNED TO THE OREGOING INSTRUMENT, BEING
DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND
SA WTHE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL
AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE
AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE
HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO
THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE
YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE.
SWO~OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS .:.2,::'i~)AY
OF /l'Lr ,2003. h~
~,-_._- -.,...... i Witness
'\ ,....--- NOTARIAL SEAL j~' / /
CA SSAN, ORA T. RO SEN, BAUM, Notary PUbli,C cj. 2 \ '---/I! Au-"
Camp Hill Bora, Cumoerland County . ~ .' .
M Commission Expires December 4, 200~ Wltness(
,L-..----.-..... Lluu<.cJ.-;L~ jLu-td'Ka--n-
Notary Public
8
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA l7lZ8-060l
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 05-0181
05120049
05-31-2005
REV.U~S EX UP tD9-DO)
MARGARET TIMMONS
2000 MOUNTAIN PINE DR
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF GERTRUDE B HOPPER 0 SAVINGS
S.S. NO. 135-14-1116 iii CHECKING
DATE OF DEATH 01-29-2005 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYNENT AND FORNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WACHOVIA BANK 'tIA has provided thlil DliIpartll8nt with the infonlation listed below tIIhlch has bun used in
calculating the potential tax due. Their rlilCords indicatlil that at the death of the above dlilcedent~ YOU wliIre a joint owner/benefIciary of
this account. If you feel this inforntion is incorrect" please obtain written correction fro. thlil fInancial institution.. attach a copy
to this fonl and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwaal1:h
of Pennsylvania. Questions..y be answered by callIng (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1010048432810 Data 09-12-2001
EstabUshad
Account Balance
Percent Taxable
hount Subject to
Tax Rate
Potential Tax Due
x
42,596.86
50.000
21,298.43
.15
3,194.76
TAXPAYER RESPONSE
To Insure proper cradi t to your account~ two
(2) copies of this notIclil must 8cco.pany your
paYJIent to thlil Registar of Wills. Hake check
payable to: "Register of Wills" Agent"'.
x
NOTE: If tBx paYllents arlil .adlil withIn three
(3) IIOnths of the decedent.s date of death..
you IlBY deduct a 5;: discount of the tax due.
Any inheritance tax due will blilC~liI delinquent
nina (9) .onths after the elate of daath.
Tax
PART
IT] _. __
.".Il~~~l!!'~.
[CHECK ]
ONE
BLOCK
ONLY
A. D The above inforetion and tax due is correct.
1. You.ay choosB to rlil.1t pay.lilnt to the Register of W11ls with two copies of this notice to obtain
a discount or avoid interest~ or you .BY check box '"A" and return this notice to the Registlilr of
WIlls and an offIcial assas~ent wIll be issued by the PA Department of Revenulil.
B. ~heabOYe asset has been or will be reported and tax paid wIth the Pennsylvania Inhlilritance Tax return
to be filed by the decadent"s reprasBntative.
c. D The above infoMlBt1on is incorrect and/or debts and deductions wlIlIra paid by you.
You .ust cOllplete PART 0 and/or PART @] balON.
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax ratsl please state your
relationship to decedent:
PART
[!]
TAX RETURN - COMPUTATION OF
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. Anount Subject to Tax 4
S. Debts and Deductions S
6. AlIOunt Taxable 6
7. Tax Rat. 7
8. Tax Due 8
TAX ON JOINT/TRUST ACCOUNTS
x
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Computation)
I
$
Undar penalties of parjury, I daclara that tha facts I hava raported abova ara trua, corract ~ f
~ta to tha bast of IIY k~Nladga and bali,af. HOME (111) "1,tl;f' - /, "')'r 5 ,1 IJ IL€ 0:::.
RJ... _ ~O, /?/7?/7?~ W~~~~n.~n..~ .Ln:n nm
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVllKJAl TAXES
DEPT. 280601
HARRISBURG~ PA 171ZB-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 05-0181
05120050
05-31-2005
REY-15~S EX AFP [U9-DOl
MARGARET TIMMONS
2000 MOUNTAIN PINE DR
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF GERTRUDE B HOPPER 0 SAVINGS
5.5. NO. 135-14-1116 o CHECKING
DATE OF DEATH 01-29-2005 0 TRUST
COUNTY CUMBERLAND IX] CERTIF.
REHIT PAYMENT AND FOHNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WACHOVIA BANK NA has provIded the DepartllBnt with the Inforllation listed below whIch has bHn used in
calculating the potantial tax dus. Their racords indicata that at the death of ths above dBClIlIdent~ YOU were a joInt owner/beneficiary of
this account. If YOU feal this infor.-tion is incorrBCt~ please obtain written correction fro. the finencIal institution~ attach a copy
to this fori! and return it to the above address. This account is taxable in accordance with the Inharitance Tax LaNS of th8 Co.~nwealth
of Pennsylvania. Qulitstians .ay b. answered by- calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 247402112087454 Data 09-08-2004
Established
Account Balance
Percent Taxable
luIount Subject to
Tax Rate
Potential Tax Due
x
57,472.76
100.00
57,472.76
.15
8,620.91
To insure proper credit to your aCCQlX1t~ two
(Z) capias of this notice .ust acc~pany your
paYllent to tha Rsgister of WIlls. Maka check
payabb to: "Register of Wills~ Agent"".
x
NOTE: If tax p&Yllents are .ade within three
(3) .onths of the decadent.s date of dlll!!lth~
YOU lIiIy deduct a 52 discount of the tax due.
Any inheritance tl!Ix due will becDlle delinquent
nine (9) .onths after the date of death.
Tax
PART TAXPAYER RESPONSE
[!]_r__-...I
~ ",,,,,,,,,,,,,,,,,,;! .=""".. ,=.,,"". '" "'''' '" .- !;;i!;5!E;!i5!i!... . ....._...... . , . ."'. . '" ",$.",,,,,,,,,,._..~_;:; . =. r.o"_"'i;2;:;............ ...... .. i!i!;.. .,.",~.,,,.
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above inferotion and tax due is correct.
1. You.ilIY choose to rHit pay.ant to the Register of Wills with two copies of this notice to obtain
a discount or avoid intBrest~ or you .ay check box "A" and return this notice to the Register af
wills and an official assess.ent will ba IssuBd by the PA Deparblent of RevenUe.
B. ~hB abOVe asset has bean or N111 be reported and tax paid Ni th the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. D The above inforllilltion is incorrect and/or debts and deductions NerB paid by you.
You eust co~lete PART ~ and/or PART ~ beloN.
DEBTS AND DEDUCTIONS CLAIMED
PART
[!]
TAX RETURN - COMPUTATION OF
If you indicate a different tax rate, please state your
relationship to decedent:
TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Esiablished 1
2. Account Balance 2
3. Percent Taxable 3
... AltOunt Subject to Tax ..
5. Debts and Deductions 5
6. AItount Taxable 6
7. Tax Rate 7
8. Tax Due 8
PART
~
DATE PAID PAYEE
x
x
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Comput.tion]
I
$
Under penalties of
to the best o'f
f
perjury, I declare that the
~ knowledge and belie'f.
,
'facts I
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0-
(
COMMONWEALTH OF PENNSYLVANIA
DEPARTKENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA 171Z8-Q6Ql
'*
ZNFORMATZON NOTZCE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 05-0181
05120051
05-31-2005
ItE'l-1545EX AFP <D9-Dn
MARGARET TIMMONS
2000 MOUNTAIN PINE DR
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF GERTRUDE B HOPPER 0 SAVINGS
S.S. NO. 135-14-1116 IXlcHECKING
DATE OF DEATH 01-29-2005 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NACHOVIA BANK NA has provided the Departllent Nith the inforllation llstad balow which hes been used in
calculating the potential tax due. Their rllCords indicate that at the death of the above dBcadent~ YOU wer. Il joint owner/beneficiary of
this account. If you feal this inforllBtion is incorrect, plaase obtain written correction fro. the financial institution, attach a copy
to this for. and return it to the above address. This account Is taxabla in accordance with the Inheritance Tax Laws of the CO.lIOnweal th
of PennsyLvsnia. Questions ey be. answar~ byei'.lling (Un 767-lli327.
COMPLETE PART 1 BEL ON . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1083170004363 Oat. 05-14-1991
Established
Account Balance
Perc:ent Taxable
",-aunt Subject to
Tax R.t.
Potential Tax Due
To insura proper credit to your account, two
(2) capias of thIs notIce IIUst acc~pany your
pa)'llent to the Register of WIlls. Make check
payable to: "Register of Wills, Agent".
x
x
NOTE: If tax paYII,,"ts are .ade within threa
(3) 1I0nths of the decedent"s date of death,
YOU lIay deduct 8 SA' disc:ount of the tax due.
Any inheritance tax due wlll becDlle delinquent
nine (9) lIonths aftar the dats of death..
Tax
PART
[!]
~--~.~
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The abOve infar_tion and tBX due is corrac't.
1. You _ay choose to rait paywent to the Register of Wills with two copies of this notice to obtain
a discount Dr avoid interest, Dr you .ay check box "An and return this notice to the Register of
Wills and an official asses~ent will be issued by tha PA Depart.ent of Revenue.
B. ~e abOve asset has been or wUl be reported lilnd tax paid with thlil PannsylvBftla Ime.rltl!ll\C& Tax return
to be filed by the decedent's representative.
C. 0 The abave. lnforntion is il1corr&Ct and/or debts W\d deductions were paid by you.
You .ust co.plete PART 0 and/or PART ~ below.
3 X
4
5
6
7
8
x
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Oat. Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
S. Debts and Deductions
6. A.ount Taxable
7. Tax Rat.
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
Under penalties of
co"lete to the bes 0
I
TOTAL (Enter on Line 5 of Tax Co~utation)
declare that the fac~s I
end belief.
-...
I
$
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