HomeMy WebLinkAbout08-08-05
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
SPIER DAVID
889 LA RUE ROAD
CLIFTON SPRINGS, NY 14432
__nnn fold
ESTATE INFORMATION: SSN: 201-18-2963
FILE NUMBER: 2105-0467
DECEDENT NAME: SPIER GRACE I
DATE OF PAYMENT: 08/08/2005
POSTMARK DATE: 08/08/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 05/11/2005
NO. CD 005664
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $20,035.01
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 101
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
$20,035.01
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500EX+(1-97} ~
COMMON~YLVANIA
DEPARTMENT OF REVENUE
I oEflllr. 280601
f'iARRISBURG PA 17128-0601
DECEDENT'S NAME (LAST, ARST, AND MIDDLE INmAL) use II blank black k:l sepacIte words
OFFICIAL USE aNt y
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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SOCiAl SECURITY NUMBER
DATE OF DEATH
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5
2 0 1 -1 8 -2 9 6 3
(IF APPLICABlE) SURVIVING SPOUSE'S NAME (lAST. FIRST, AND MIDDLE INmAl) SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FIlE NUEER
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DATE OF BIRTH
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IXItOriginalRetum D2.SupplemenlalRetum 0 3. Remainder Retum l""oI_p""'.12.1"'~
o 4. Limited Eslate 0 40. Future Interesl Comprom"" 1""01,."",. 12.12.a2) 0 5. Federal EslateTax Retum Required
IXI 6. DecedentOied Teslate 1_"_oIWlij 0 7. DecedenlMainlained a Living Trust I"""" ""yolTruO) .!... 8. Total Number 01 Sale DepostlBoxes
o 9. Litigation Proceeds Received Dl0.SpousaIPovertyCredtll""oI__12.31.91O<U'.,.95j 0 ltElectionlDlaxunderSec.9113(A)_"So"0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
John M. Eakin Market Square Building
FIRM NAME I~ Ap.icablel
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmenlal Bequests/See 9113 Trusts for which an _ 10 lax has nol been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15. Amounl of line 14iaxable 4 6 8 6 5 5 2 2
al the spousal lax rale , , .
See instructions on reverse side for applicable percentaQe
16. Amount of Une 14 taxable
al6%rate
17. Amount of line 14 taxable
al 15% rate
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TELEPHONE NUMBER
717 766-3172
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. CIose~ He~ Corporation, Par1nel1lhip Of Sole-Propriellll1lhip
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointiy Owned Property (Schedule F)
7. tnter-Vivos Transfers & Miscellaneous Non-Probate property
(Schedule G or L)
8. Tolal Gross Assets (1D1a1 Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I) (10)
11. ToiaIDeducllons(totaILines9& 10)
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18. Tax Due
19.
Mechanicsburg, PA 17055
....,
(1) OFFICIAt:XJSE ONLY
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(8) ,4 8 2 ,9 6 6 .6 6
14,038.50
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(11)
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(12)
(13)
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2 2
(14)
,4 6 8 ,6 5 5 .2 2
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(17)
(18)
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ece en 5 ample e ress:
STREET ADDRESS
The Woods at Cedar Run
824 Lisburn Road Apt. 201
, CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
21,089.48
1 054.47
Total Credits (A + B +C) (2)
1,054.47
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (D + 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 19 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)
A. Enter the interest on the tax due. (5A)
B. Enter the total 01 Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred: .............................................................. D
b. retain the right to designate who shall use the property transferred or its income: ................. D
c. retain a reversionary interest; or .......................................hn___................................................0
d. receive the promise for life of either payments, benefits or care? ........................................... D
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................... .................... ................................. ................ D
3. Did decedent own an "in trust fo~' or payable upon death bank account or security
4. ~~:~e:::~~~=~:~ ';~'d'i~i;;~~i;~i;;~;;;~~;~;;;;;'~~t,~'~n~i~:' ~;. ~ih~;~~~~~;~b~i~~;~~~~?'::::: 8
20,035.01
20,035.01
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. ~9116 (a) (1.1) (i) provided for the reduction ofthe tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction ofthe rate imposed on the net value oltransfers to or for the use olthe surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exemDt a transfer to a surviving spouse
from tax. and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse
is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995 - Please answer the following question by placing an "x" in the
appropriate space.
Old the decedent create a trust or similar arrangement which is soley for the surviving spouse's benefit for his or her entire
lifetime? Yes D No D
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at wihich time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J, Part II, in order to remove ~ from the calculation olthe tax due in this estate. You may wish to file Schedule 0 in order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement wihich benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must
attach Schedule 0 to a timely-filed tax retum, along with Schedule(s) K andlor M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies).
e<v'~"'I"".
COMMONWEALTH OF PENNSYLVANIA
INHERITANct TAX RETURN
, TOE NT
ESTATE OF
Soier Grace I
All property jointty-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21 05
0467
ITEM
NUMBER
1.
OESCRIPTION
U.S. Series HH Bonds - all issued 11/96
No. Am!. Int Int payment date
2 5000 4% 5/1
5 1000 4% 5/1
1 500 4% 5/1
VALUE AT DATE
OF DEATH
15,518.68
Int, 5/1-5/111
12.05
6.03
.60
Total
10,012.05
5,006.03
500.60
2.
U.S. Series E Bonds, see attached
107,536.70
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
123055.38
Savings Bond Calculator
Value As Of
IOS/2~OS---
Page 1 of 4
Savin'
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CALca
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Bond Info
Series
I E Bonds
Denomination
Serial Number
.:.f
$ISOO ..:1
Results
# Bonds
117
Total Price
$12,337.50
Total Interest
$95,199.20
Total Value
$107,536.70
Issue
Serial Number Issue Date Series Denom Price
Issue Date
YTD In'
$68.1
11/1956 E $500 $375.00 $3,594.40 $3,969.40
04/1957 E 500 375.00 3,623.00 3,998.00
08/1959 E 500 375.00 3,345.20 3,720.20
04/1961 E 1,000 750.00 7,304.40 8,054.40
11/1961 E 1,000 750.00 7,496.00 8,246.00
08/1957 E 1,000 750.00 7,452.80 8,202.80
06/1958 E 1,000 750.00 6,631.20 7,381.20
06/1958 E 1,000 750.00 6,631.20 7,381.20
09/1963 E 50 37.50 408.84 446.34
11/1963 E 50 37.50 408.84 446.34
12/1963 E 50 37.50 411.60 449.10
01/1964 E 50 37.50 411.60 449.10
02/1964 E 50 37.50 415.92 453.42
03/1964 E 50 37.50 418.08 455.58
04/1964 E 50 37.50 418.04 455.54
05/1964 E 50 37.50 418.04 455.54
07/1964 E 50 37.50 421.08 458.58
08/1964 E 50 37.50 425.54 463.04
09/1964 E 50 37.50 427.72 465.22
10/1964 E 50 37.50 427.72 465.22
11/1964 E 50 37.50 427.72 465.22
12/1964 E 50 37.50 430.72 468.22
01/1965 E 50 37.50 430.72 468.22
03/1965 E 50 37.50 394.08 431.58
04/1965 E 50 37.50 394.04 431.54
05/1965 E 50 37.50 394.04 431.54
06/1965 E 50 37.50 328.98 366.48 6.00%
08/1965 E 100 75.00 646.68 721.68 5.94%
Interest Next Final
Rate Accrual Maturit)
11/199t
04/199~
08/1995
04/200 ]
11/200]
08/199~
06/199~
06/199~
09/200:
11/200:
12/200:
01/200L
02/200L
03/200L
04/200L
OS/200L
07/200L
08/200L
09/200L
10/200L
11/200L
12/200L
01/200:
03/200:
041200:
051200:
06/2005 06/200:
08/2005 08/200:
Interest
Value
http://wwws.publicdebt.treas.govIBC/SBCPrice
7120/05
Savings Bond Calculator
Page 2 of 4
0911965 E 100 75.00 638.60 713.60 3.32% 06/2005 09/200:
10/1965 E 100 75.00 638.60 713.60 3.32% 07/2005 10/200:
11/1965 E 100 75.00 638.60 713.60 3.32% 08/2005 11/200:
12/1965 E 100 75.00 437.48 512.48 121199:
01/1966 E 100 75.00 437.52 512.52 01/199t
0311966 E 100 75.00 412.76 487.76 03/199t
04/1966 E 100 75.00 412.76 487.76 04/199t
0511966 E 100 75.00 413.08 488.08 05/199t
06/1966 E 100 75.00 418.12 493.12 06/199t
07/1966 E 100 75.00 418.08 493.08 07/199t
08/1966 E 100 75.00 418.08 493.08 08/199t
11/1966 E 100 75.00 422.84 497.84 11/199t
1211966 E 100 75.00 428.40 503.40 12/199t
01/1967 E 100 75.00 428.44 503.44 01/199~
0211967 E 100 75.00 428.44 503.44 02/199~
03/1967 E 100 75.00 428.44 503.44 03/199~
05/1967 E 100 75.00 433.24 508.24 051199~
06/1967 E 100 75.00 438.84 513.84 06/199~
07/1967 E 100 75.00 438.80 513.80 07/199~
08/1967 E 100 75.00 438.80 513.80 08/199~
09/1967 E 100 75.00 438.80 513.80 09/199~
1011967 E 100 75.00 438.80 513.80 1 0/199~
11/1967 E 100 75.00 443.80 518.80 1l1199~
1211967 E 100 75.00 450.12 525.12 12/199~
02/1968 E 100 75.00 450.12 525.12 02/199~
0311968 E 100 75.00 450.12 525.12 03/199~
04/1968 E 100 75.00 450.12 525.12 04/199~
0511968 E 100 75.00 455.28 530.28 05/199~
06/1968 E 100 75.00 461.64 536.64 06/199~
0711968 E 100 75.00 461.56 536.56 07/19W
09/1968 E 100 75.00 461.56 536.56 09/199~
1011968 E 100 75.00 461.56 536.56 1O/199~
11/1968 E 100 75.00 466.76 541.76 11I199~
12/1968 E 100 75.00 474.12 549.12 12/199~
0111969 E 100 75.00 474.08 549.08 01/1995
02/1969 E 100 75.00 474.08 549.08 02/1995
04/1969 E 100 75.00 474.08 549.08 04/1995
0411969 E 100 75.00 474.08 549.08 04/1995
http://wwws. publicdebt. treas.gov/BC/SBCPrice
7/20/05
Savings Bond Calculator
Page 3 of 4
05/1969 E 100 75.00 479.40 554.40 05/1995
05/1969 E 100 75.00 479.40 554.40 05/1995
06/1969 E 100 75.00 458.68 533.68 06/1995
07/1969 E 100 75.00 463.84 538.84 0711995
08/1969 E 100 75.00 465.04 540.04 08/1995
08/1969 E 100 75.00 465.04 540.04 08/1995
09/1969 E 100 75.00 465.08 540.08 09/1995
10/1969 E 100 75.00 465.08 540.08 10/1995
10/1969 E 100 75.00 465.08 540.08 10/1995
1111969 E 100 75.00 465.08 540.08 1111995
12/1969 E 100 75.00 467.88 542.88 12/1995
12/1969 E 100 75.00 467.88 542.88 12/1995
01/1970 E 100 75.00 473.00 548.00 o 1I200e
02/1970 E 100 75.00 474.36 549.36 02/200e
03/1970 E 100 75.00 474.44 549.44 03/200e
03/1970 E 100 75.00 474.44 549.44 03/200e
04/1970 E 100 75.00 474.44 549.44 04/200e
04/1970 E 100 75.00 474.44 549.44 04/200e
05/1970 E 100 75.00 474.44 549.44 OS/200e
06/1970 E 100 75.00 477.00 552.00 06/200e
07/1970 E 100 75.00 482.44 557.44 07/200e
07/1970 E 100 75.00 482.44 557.44 07/200e
08/1970 E 100 75.00 483.76 558.76 081200e
09/1970 E 100 75.00 483.76 558.76 09/200e
09/1970 E 100 75.00 483.76 558.76 09/200e
10/1970 E 100 75.00 483.76 558.76 1O/200e
1111970 E 100 75.00 483.76 558.76 111200e
11/1970 E 100 75.00 483.76 558.76 111200e
12/1970 E 100 75.00 485.04 560.04 12/200e
0111971 E 100 75.00 430.20 505.20 011200]
02/1971 E 100 75.00 431.40 506.40 02/200 ]
02/1971 E 100 75.00 431.40 506.40 02/200 ]
03/1971 E 100 75.00 431.40 506.40 03/200 ]
04/1971 E 100 75.00 431.40 506.40 04/200]
04/1971 E 100 75.00 431.40 506.40 04/200 ]
05/1971 E 100 75.00 431.40 506.40 OS/200 ]
06/1971 E 100 75.00 432.80 507.80 06/200 ]
06/1971 E 100 75.00 432.80 507.80 06/200 ]
http://wwws.publicdebt. treas.govIBC/SBCPrice
7/20/05
Savings Bond Calculator
Page 4 of 4
07/1971 E 100 75.00 429.24 504.24 07/200]
08/197] E ]00 75.00 430.44 505.44 08/200]
09/1971 E 100 75.00 430.44 505.44 09/200]
09/1971 E ]00 75.00 430.44 505.44 09/200 ]
]0/1971 E 100 75.00 430.44 505.44 10/200]
10/1971 E 100 75.00 430.44 505.44 10/200 ]
11/1971 E 100 75.00 430.44 505.44 11/200]
12/1971 E 100 75.00 431.64 506.64 12/200]
01/1972 E 100 75.00 428.52 503.52 o 1/200~
01/1972 E 100 75.00 428.52 503.52 o 1/200~
02/1972 E 100 75.00 429.68 504.68 02/200~
02/1972 E 100 75.00 429.68 504.68 02/200~
03/1972 E 100 75.00 429.76 504.76 03/200~
I View'~'~JII Viewing Bonds 1-117
le,end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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http://wwws.publicdebt.treas.gov/BC/SBCPrice
7/20/05
"''"''''1'''1,*
COMMONWEALT.H OF PENNSYLVANIA
.INHERlTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Soier Grace I 21 05 0467
Include the proceeds of litigatioo and the date the proceeds were received by the estate. All property jolnUy-owned with the rigb! of survivorship ...... be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
PNC Bank Checking Account # 5000649865, see attached
VALUE AT DATE
OF DEATH
5,036.21
2.
PNC Bank Savings Account # 5130104716, see attached
244,817.38
3.
Soverign Bank, CD 0355001868, see attached
5,005.40
4.
Soverign Bank, CD 1055177057, see attached
35,026.23
5.
Soveri9n Bank, CD 1055177123, see attached
15,008.82
6.
Wachovia Bank, CD 50940950, see attached
25,003.86
7.
Wachovia Bank, CD 60973807, see attached
20,008.80
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
349 906.70
r'-lA'{-30-21305 21: 45
PNCBANI<
412 TEB 34:::,8
P.Ol
~ PNCBAN<.
May 31, 2005
John Eakin
Attorney at Law
Market Square Bldg.
Mechanic9burg, PA 17055
scp
RE: Estate of Grace I Spier (Deceased)
SSN: 201-18-2963
DOD: 05-11-2005
Dear Mr. Eakin:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Cerdflcate of Deposit
Account #318000 19971
Established 11-29-1995
GRACE I SPIER
DAVID ALBERT SPIER
DOD balance: $20,000,00 + $9.15 accrued interest
Checking Account
Account #5000649865
Established 06-18-1996
GRACE I SPIER
DOD balance: $5,036,19 + $0.02 accmed interest
Savill~ Account
Account #5130104716
Established 12-01-1982
GRACE I SPIER
DOD balance; $244,813,70 + $3.68 accrued interest
The decedent maintained Investment Account #79310850, for further information please
call 1-800-762-6111.
Page 1 of2
MRY-31-2005 TUE 12:06PM 10:
PAGE: 1
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Grace I. Spier
201-18-2963
May 11,2005
Account #: 0355001868 Type:
In the name of: Grace I. Spier
Date of Death Balance:
Int.(YTD) from 11112005 to
Accrued interest to date of death:
Other Info:
CD
Open date:
10/2/1987
$5,001.51
4/30/2005
$3.89
$38.97
Account #: 1055177057 Type:
In the name of: Grace 1. Spier
Date of Death Balance:
Int.(YTD) from 11112005 to
Accrued interest to date of death:
Other Info:
CD
Open date:
7/9/1997
$35,000.00
4/30/2005
$26.23
$262.36
Account #: 1055177123 Type:
In the name of: Grace I. Spier
Date of Death Balance:
Int.(YTD) from 11112005 to
Accrued interest to date of death:
Other Info:
CD
Open date:
5/6/1993
$15,000.00
4/30/2005
$8.82
$88.27
Page 1 of 1
II!
..~~.
WACHOVIA
Reference ID: 12624] 3
Wachovia Ban k N. A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
June 17,2005
DAVE SPIER
889 LARUE RD
CLIFTON SPRINGS, NY 14432
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
Customer: GRACE I SPIER (SSN# 201-18-2963)
Date of Death: May II, 2005
Deposit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance'" Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 187122050940950 $25,003.86 10/21/1999 8/21/2006 $35.56 $204.89
LEGAL TITLE: GRACE I SPIER
CERTIFICATE OF DEPOSIT 247412060973807 $20,008.80 11/16/1999 8116/2005 $21.25 $98.86
LEGAL TITLE: GRACE I SPIER
. Due to system limitations, we can only provide a twelve month average balance on depository accounts.
'" Date of death balance does not include accrued interest.
'" If date of 3th occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
/~ade~~riOd
Dena White
Servicenter Associate
Phone: (540)563-7323
l1;dw
0000 000914
"''''''''''.'''0.
COMMONWEALTH OF PENNSYLVANIA
. INHERlTA~CE TAX RETURN
. RESIDENT DECEDENT
ESTATE OF
Soier Grace I
K.n .,set was mado joint _In one yea' of the decedonr, date of death, h must be reported on Schedule G.
SCHEDULE F
JOINTL Y.OWNED PROPERTY
FILE NUMBER
21 05
0467
SURVIVING JOINT TENANT(S} NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. David Albert Spier
889 Larue Road
Clifton Springs, NY 14432
son
B
c
JOINTLY -OWNED PROPERTY:
LEDER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include nane of financial institution lI1d balk a::count number or simila- identifying number. AtIactl DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deedforjointly-held realeslale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 12/2.9/95 PNC Bank CD 019971 20,009.15 50. 10,004.58
TOTAl (Also enter on line 6, Recapilulation) $ 10004.58
(If more space is needed, insert additional sheets of the same size)
""''''EX,I''".
COMMONWEALTH OF PENNSYLVANIA
.INHERITANCE TAX RETURN
. RESIDENT DECEDENT
ESTATE OF
Soier Grace I
Debts of decedent must be reported on Schedule I.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21
05
0467
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home 4,518.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Social Security Number(s) I EIN Number of Pe"",nal Represenlalive(s)
Street Address
City Slate Zip
Yea~s) Commission Paid:
2. Attorney Fees John M. Eakin 7,200.00
3. Family Exemption: (If decedents address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters Testamentary 471.00
5. Accountanfs Fees
6. Tax Return Preparers Fees
7. Community Bank Insurance Services - Bond 1,342.00
8. PNC Bank, Box Key Replacement 12.00
9. Filing Fee 15.00
10. Reserved for account 480.00
TOTAL (Also enter on line 9, Recapitulation) $ 14038.50
(If more space is needed, insert additional sheets of the same size)
'"'''''''0'''0.
C0MJw40NWEAll'H OF PENNSYLVANIA
lNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
Soier Grace I.
FILE NUMBER
21 05
0467
Include unreimbulllOd medical expen....
ITEM
NUMBER
DESCRIPTION
AMOUNT
110.00
1.
Knight, Boline & D'amico - medical bill
2.
Verizon
11.52
3.
Alert Pharmacy
151.42
TOTAL (Also enter on line 10, Recapitulation) S
(If more space is needed, Insert additional sheets of the same size)
272. 94
REV"'''3EX.'''"*
COMMONWEAqH OF PENNSYLVANIA
~INHERtTANCE TAX RETURN
. RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
"njo, r... "'0 I 71 Oii 1lA"7
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
t David Spier son entire estate
889 LaRue Road
Clifton Springs, NY 14432
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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
t
8 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)
,
..
LAST WILL AND TESTAMENT
I, Grace 1. Spier, of Lower Allen Township, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do make and
publish this my Last Will and Testament, hereby revoking and making void any and
all wills heretofore made by me.
FIRST: I give, devise and bequeath all of my estate, real, personal or
mixed of whatsoever kind and wheresoever be distributed to:
David Spier (my Son)
889 LaRue Road
Cliflon Springs, NY 14432
SECOND: All transfer inheritance or estate taxes on property passing
under this my Last Will and Testament shall be paid out of the principal of
my estate to the same effect as if said taxes were expenses of administration.
THIRD:
This Will consists of three (3) pages.
G,~S.
FOURTH: I hereby nominate, constitnte and appoint David Spier as
Executor of this my Last Will and Testament, and ifhe be deceased or
'lIlable to serve, then I nominate, constitute David G Fleming to be the
Executor of this my Last Will And Testament.
FIFTH: (a). I authorize and empower my Executor, for the payment of
debts or for any purpose of administration or distribution, at any time within
two years from the date of my death, to sell all or any of my real estate, at
public or private sale, for such prices and upon such terms as to cash and
credit as he may deem best, and to execute deeds of conveyance thereof,
without liability on the part of the purchasers to see to the application of the
purchase moneys. This power shall not be construed to work a conversion of
my real estate, unless and until the power is actually exercised, nor shall this
power be construed to extend the lien of debts.
(b). I authorize my Executor to retain all stocks, bonds and other
instrUlllents made by me for distribution in kind, or in his discretion to sell
and transfer the same, either in person or by attorney, without liability on the
part of the purchasers to see to the application of the purchase moneys.
.'
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ;J8'R- day of J.""",r-y
Signed, sealed, published
and declared by the Testatrix
above named, as and for his
Last Will and Testament, in
the presence of us who have
hereunto at his request sub-
scribed our names in his
presence and in the presence
of each other as witnesses
hereto.
(jN~
Witness
Qkn~fE'/
1 ness (7
,2005.
k.ltAft.e. Jj; SW,tJSEAL)
Testatrix p
.
I
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
(),rLS FlfflnG, and
WE, Grace I. Spier,
t r i k C-.. &-Vi{' fiU!, the Testatrix and the witnesses, respectively, whose
I
names are signed to the attached or foregoing instrument, being duly sworn, do
hereby declare to the undersigned authority that the Testatrix signed and executed
the instrument as her Last Will and Testament and that she executed it as her free
and voluntary act for the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testatrix signed the Will as a witness and that to
the best of his or her knowledge, the Testatrix was at that eighteen (18) years of age
or older, of sound mind and under no constraint or undue influence, and I, the said
Testatrix 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.
)j~~,S~
Testatr~ ~'
(! ~0 ~
G
",.1 <~ G{,;mtr
Subscribed, sworn to and
acknowledged before me by
Grace I. Spier, the Testatrix and
subscribed and sworn to before
me by
~~:~ ~~~;:};.,s
witnesses, this ~<day of
, A.D. 2005.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Thomas Rob, Jr., Notary Pub"c
Lower Allen Twp., Cumberland County
My CommisSion Expires 0Cl30, 2007
Member, Pennsylvania Assoclatlon Of Notaries