HomeMy WebLinkAbout11-29-05
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Ruth J. Hahn
, Deceased
No. 21-05-0821
Date of Death 08/29/2005
Social Security No. 271-03-8000
also known as
Kathryn A. Vollmer
The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
James D. Bogar
Signature:
)~
Attorney:
I.D. No.:
19475
Signature:
Firm: Bogar & Hipp Law Offices
Signature:
Address:
One West Main Street
Shiremanstown, PA 17011
717-737-8761
Address: 2935 Lincoln Street
Camp Hill, PA 17011
Telephone: 761-7708
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Personal Property
Cash.............................. .................................................................
Personal Property.........................................................................
Stocks/Listed............................................................................... ..
Stocks/Closely Held......................................................................
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable................ ........... ....... .............
All Other Property............... .... ...... ...... .............. .... ........... ....... ......
I
1,210.41
600.00
68,462.79
(..)
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Total Personal Property............. ........ ....................
76,273.20
Total Real Property. ....... .......... .......... ........ ............
Total Personal and Real Property.........................
76,273.20 I
Total Out-ot-State Real Property..........................
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
VOLLMER KATHRYN A
2935 LINCOLN ST
CAMP HILL, PA 17011
____un fold
ESTATE INFORMATION: SSN: 271-03-8000
FILE NUMBER: 2105-0821
DECEDENT NAME: HAHN RUTH J
DATE OF PAYMENT: 11/29/2005
POSTMARK DATE: 11/29/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/29/2005
NO. CD 006035
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,497.32
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TOTAL AMOUNT PAID:
REMARKS: KATHRYN VOLLMER
CHECK# 117
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$3,497.32
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500 EX + (6-00)
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OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Hahn, Ruth J.
DATE OF DEATH (MM-DD-YEAR)
271-03-8000
0821
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4a. Future Inlerest Compromise (dale of death atter
12-12-82)
7. Decedent Maintained a Living Trust {Attach
copy of Trust)
10 Spousal Povertv Credit (date of death between
. 12-31-91 and 1-1-95)
o 3. Remainder Retum (date of dealh prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A} (Attach Sch 0)
o 1. Original Return
o
o
o
o
2. Supplemental Return
DATE OF BIRTH (MM-DD-YEAR)
08-29-2005
03-04-1911
COMPLETE MAILING ADDRESS
One West Main Street
Shiremanstown, PA 17011
None
OFFICIAL USE ONLY
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
68,462.79
None
None
()
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
04
~6
09.
Limited Estate
Decedent Died Testate (Attach
copy of Will)
Litigation Proceeds Received
7,810;41
5,494.04
7,290.41
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NAME
James D. Bogar
FIRM NAME (If applicable)
Bogar & Hipp Law Offices
TELEPHONE NUMBER
717-737-8761
(8)
(9)
(10)
7,248.88
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
o Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(11 )
(12)
(13)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20.0
15, Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1 ,2)
0 (16)
i= 16. Amount of Line 14 taxable at lineal rate 81,808.77 x .045
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D. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
==
0
c.> 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
>< x
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I- 19. Tax Due
(19)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
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7,248.88
81,808.77
0.00
81,808.77
0.00
3,681.39
0.00
0.00
3,681.39
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00:
Decedent's Complete Address:
STREET ADDRESS
71 Hillside Circle, Apt. 2
CITY Camp Hill
I STATE PA
IZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
3,681.39
184.07
Total Credits (A + 8 + C)
(2)
184.07
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
3,497.32
3,497.32
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;................................................................................ D [!]
b. retain the right to designate who shall use the property transferred or its income;................................... D [!]
c. retain a reversionary interest; or..............................................................-..............................-................. D [!]
d. receive the promise for life of either payments, benefits or care? ............................................................. D [!J
2. 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 for" or payable upon death bank account or security at his or her death? ......... D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..............................................................-.................................................... D ~
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 pe~ury, I declare that I have examined this return, inciuding accompanying schedules and statements, and to the best of my knowiedge and belief, it is true, correct and
complete. Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESS DATE
2935 Lincoln Street
Camp Hill, PA 17011
1/
ADDRESS
ADDRESS
....
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DATE
One West Main Street
Shiremanstown, PA 17011
For dates of death on or after July 1, 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 P .S. 99116 (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. 99116 (a) (1.1) (ii)]. 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 return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 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. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
991161.2)[72P.S.99116(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. 99116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX+ (6-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hahn, Ruth J.
FILE NUMBER
21-05-0821
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 AARP Investment Program Account No. 7202727 - date 33.941.67
of death value - $33,941.56 (See AARP Investment
Program letter dated October 25, 2005 attached)
2 1,048 shares of Keycorp Stock - Legg Mason Account 32.94 34.521.12
No. 363-06752 (See attached Legg Mason letter dated
September 29, 2005)
TOTAL (Also enter on Line 2, Recapitulation) 68.462.79
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
AARP Investment Program
~ (tom SCUDDER INVESTMENTS
P.O. Box 219735
Kansas City, MO 64121-9735
1-800-253-2277
aarp.scudder.com
October 25, 2005
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, P A 17011
Multiple Funds-Class AARP
Account Number: 7202727
Ruth J Hahn
Account Number: 4295090512
Estate of Ruth J Hahn
Kathryn A Vollmer Exec
Dear Mr. Bogar:
I am writing at the request of Kathryn A. Vollmer regarding the above referenced AARP Investment
Program from Scudder Investments accounts. Please extend our condolences to the family of Ruth J. Hahn
for their loss.
In accordance with Ms. Vollmer's request, I have provided below the number of shares, share prices, and
dollar values ofthe funds in account number 7202727 as of August 29,2005:
Fund Name (Class AARP) Number of Shares Share Price Dollar Value
Growth & Income Fund 1,360.284 $22.16 $30,143.89
Cash Investment Trust 22.410 $1.00 $22.41
Capital Growth Fund 83.452 $45.24 $3,775.37
Additionally, please note that account number 7202727 was closed on October 12, 2005 as the result of a
transfer that established account number 4295090512, which is registered to the Estate of Ruth J. Hahn,
with Ms. VoHmer registered as executrix.
I hope this information is helpful. If you have any additional questions, please contact the AARP
Investment Program at (800) 253-2277. A representative will be happy to assist you Monday through
Friday 8:00 a.m. to 5:00 p.m. Central Time.
Sincerely,
~~ott
Justin Holt
Scudder Investments
60667197
Scudder Investments is part of Deutsche Asset Management, which is the marketing name in the US for the asset management activities of Deutsche Bank AG,
Deutsche Bank Trust Company Americas, Deutsche Asset Management Inc., Deutsche Asset Management Investments Services Ltd., and Scudder Trust
Company.
LEGG
MASON
Legg Mason Wood Walker, Incorporated
214 Senate Avenue, 7th Floor, P.O. Box 8853, Camp Hill, PA 17001.8853
717.737.6500 800.433.8186 Fax: 717.737.0800
Member New York Stock Exchange, Inc./Member SIPC
James Bogar,Esq
1 West Main Street
Shiremanstown, P A 17011-6371
September 29, 2005
Re: Kathryn Vollmer, Executrix
Estate of Ruth J. Hahn
Date Of Death Report LM account 363-06752
To Whom It May Concern:
As per your request you will find enclosed the Date of Death price of the
holdings of Ruth J. Hahn as of the date of her death 8/29/2005.
HOLDING
SHARES
CLOSE
IllGH
LOW
Keycorp
1048
$ 32.94
32.94
32.46
Please feel free to contact me with any questions or comments regarding the
above information.
Si~cerely, ,~
[,~L1ll '*."0-'"
E~ ~astasio, Jr.
Financial Advisor
The foregoing information was prepared front
S()lJrces believed to be reliable but 'is not
guaranteed as to accuracy. It should be carefully
reviewed and compared with your Legg Mason
monthly statements. Any questions should be
referred to your Investment Executive or the
Branch Manager.
Rev-1508 EX+ (5-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hahn, Ruth J.
FILE NUMBER
21-05-0821
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property joIntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 AARP Credit Card Account - Refund of Overpayment
VALUE AT DATE
OF DEATH
182.57
2 AARP Medigap Policy - Refund
141.25
3 Commerce Bank Savings Account No. 410132313 - date of death value - $3,430.36;
accrued interest - $.74
3.431.10
4 Members 1 st Savings Account No. 199836-00 - date of death value - $2,183.51 ;
accrued interest - $1.68
2.185.19
5 Penn Treaty Insurance Company - Refund of Nursing Home Insurance Policy
1.270.30
6 Personal Property - Furniture - Sold at Private Sale
600.00
TOTAL (Also enter on Line 5, Recapitulation)
7.810.41
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Estate of: RUTH J. HAHN
Date of Death: August 29, 2005
Social Security Number: 271-03-8000
fvlm
MEMBERS 1st
FEDERAL CREDIT UNION
199836 -00
12/19/2000
$2,183.51
$1.68
$2,185.19
None
199836 -41
12/19/2000
$5,400.49
$17.28
$5,417.77
Kathryn H. Vollmer
12/19/2000
199836 -44
01/28/2004
$3,959.06
$8.26
$3,967.32
Kathryn H. Vollmer
01/28/2004
199836 -42
12/21/2004
$10,257.60
$32.81
$10,290.41
Kathryn H. Vollmer
12/21/2004
M~E~S 1ST~~~L CR.EDIT UNION
N~tde a /d~
Denise A. Wolfe 1-
Insurance Services Supervisor
October 7, 2005
5000 Louise Drive . P.D. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www:members1st.org
Commerce
_Bank
October 14, 2005
James D Bogar
Attorney At Law
1 W Main St
Shiremanstown,. PA 17011
RE: Estate of: Ruth J Hahn
Social Security #: 271-03-8000
Date of Death: August 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: Checking
Account #: 512104373
Date Opened: 7/28/97
Primary Owner: Ruth J Hahn
Secondary Owner: Kathryn H Vollmer
Date of Death Balance: $1,602.98
Accrued Interest: $.13
Principal Balance: $1,602.85
Type: Savings
Account #: 410132313
Date Opened: 11/25/91
Date Closed: 9/2/05
Primary Owner: Ruth H Hahn
Date of Death Balance: $3,431.10
Accrued Interest: $.74
Principal Balance: $3,430.36
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
Commerce
"Bank
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
w~~ 'i '-m~
Wanda J Morris
Senior elF Specialist
Commerce Bank / Harrisburg, NA
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
Rev-1509 EX+ (6-9S)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hahn, Ruth J.
FILE NUMBER
21-05-0821
ESTATE OF
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
A. Kathryn H. Vollmer
ADDRESS
RELATIONSHIP TO DECEDENT
2935 Lincoln Street
Camp Hill, PA 17011
Daughter
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEAT!i DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 7/28/1997 Commerce Bank Checking Account - 1.602.98 50.000% 801.49
date of death value - $1,602.98; accrued
interest $.13
2 A 12/19/2000 Members 1 st - Certificate of Deposit No. 5.417.77 50.000% 2.708.89
199836-41, date of death value -
$5,400.49; accrued interest $8.26
3 A 1/28/2004 Members 1 st - Certificate of Deposit No. 3.967.32 50.000% 1.983.66
199836-44, date of death value -
$3,959.06; accrued interest - $8.26
TOTAL (Also enter on Line 6, Recapitulation) 5.494.04
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
Rev-1510 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RET1JRN
RESIDENT DECEDENT
ESTATE OF
Hahn, Ruth J.
FILE NUMBER
21-05-0821
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Members 1 st - Certificate of Deposit, No. 10.290.41 3.000.00 7.290.41
199836-42, date of death value $10,257.60,
accrued interest $32.81 - Property was made
joint with Kathryn H. Vollmer, Daughter, on
12/21/2004. * AN EXEMPTION IN THE AMOUNT
OF $3,000.00 IS MADE IN ACCORDANCE WITH
THE PROVISIONS OF THE INHERITANCE AND
ESTATE ACT, BEING 72 P.S. SECTION 9108(c)
and 72 P.S. SECTION 9108 (c) (3).)
TOTAL (Also enter on Line 7, Recapitulation) 7.290.41
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hahn, Ruth J.
FILE NUMBER
21-05-0821
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 1,324.83
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Bogar & Hipp Law Offices 3,510.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 197.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 2,217.05
TOTAL (Also enter on line 9, Recapitulation) 7,248.88
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hahn, Ruth J.
IFILE NUMBER
21-05-0821
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Neill Funeral Home - Balance due after prepayment
829.52
2
Northeast Memorials - West Lake, Ohio - Footstone for Monument
345.31
3
Perry Township Cemetery - Perry, Ohio - Grave Opening
75.00
4
Perry Township Trustees - Perry, Ohio - Install Marker
75.00
Subtotal
1.324.83
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hahn, Ruth J.
IFILE NUMBER
21-05-0821
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Ann Wilchaky, Landlord - Rent Due
750.00
2
Comcast - Final Bill
37.66
3
Key Corp - Repayment of September Pension
225.27
4
PP&L - Final Bill
295.68
5
RESERVES: - Costs to conclude administration of Estate including filing fee for Pa.
Inheritance Tax Return, Inventory and First and Final Account; preparation of
Personal and Fiduciary Income Tax Returns
850.00
6
Verizon - Final Bill
58.44
Subtotal
2.217.05
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV 1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Hahn, Ruth J.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-05-0821
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not Ust Trustee(sl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Ruth J. Hahn 271-03-8000 08/29/2005
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1
Robert O. Hahn
4203 Loop Road
Monroe, LA 71201
Son
2
Kathryn A. Vollmer
2935 Lincoln Street
Camp Hill, PA 17011
Daughter
1
Fifty (50%) percent of
rest, residue and
remainder
Fifty (50%) percent of
rest, residue and
remainder
Total
-
1l1ast 30ill altO QJ~stam~ttt
OF
RUTH J. HAHN
I, RUTH J. lWlli, of East Pennsboro Township, Cumber land County, Pennsy 1-
vania, rrake, publish and declare this as and for my Last Will and Testament, here-
by rewking all other Wills and Codicils heretofore made by ma.
FIRST: I direct the payrrent of all my just debts and ftmeral expenses,
including my grave marker and all expenses of my last illness, shall be paid from
my residuary estate as soon as practical after my decease as a part of the ex-
penses of the admLnistration of my estate.
SECOOD: I devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate, together with any insurance
policies thereon, unto my children, KATIIRYN A. VOI1l1ER and ROBERT O. HAHN, in
equal shares.
'IHIRD: Should my daughter, Kathryn A. Vollner, predecease ma, I devise
and bequeath her share under this, my last Will and Testarrent, unto her children
in equal shares.
FOURl'H: Should my son, Robert o. Hahn, predecease ma, I devise and be-
queath his share under this, my Last Will and Testament, unto his children in
equal shares.
FIFrH: In addition to all ~rs granted to them by law and by other
J provisions of this Will, I give the fiduciaries acting hereunder the following
~
'~
.~ powers, applicable to all property, exercisable without court apprOllal and effec-
tive until actual distribution of all property:
v 0
~ (A) To sell at public or private sale, or to lease, for any period of
~ time, any real or personal property and to give options for sales, exchanges or
leases, for such prices and upon such tenns or conditions as are deerred proper.
(B) To partition, subdivide, or imprOlle real estate and to enter into
agreerrents concerning the partition, subdivision, improvenent, zoning or rnanagemen
of real estate and to impose or extinguish restrictions on real estate.
(C) To compromise any claim or contrOllersy and to abandon any property
which is of little or no value.
(D) To invest in all foTIllS of property, including stocks, coom:m trust
funds and rrortgage investrrent funds, without restriction to investmants authorized
-
for Pennsylvania fiduciaries, as are deerred proper, without regard to any principl
of diversification, risk or productivity.
(E) To exercise any option, right or privilege granted in insurance
poli.cies or in other investnents.
(F) To exercise any election or privilege given by the Federal and
other tax laws, including, but not necessarily being limited to, personal inCOllE,
gift and estate or inheritance tax laws.
(G) To make distributions to my herein narred beneficiaries in cash or i
kind or partly in each.
SIX!H: I direct that all inheritance, estate, transfer, succession and
death taxes, of any kind whatsoever, which may be payable by reason of my death,
whether or not with respect to property passing under this Will, shall be paid out
of the principal of ~ residuary estate.
SEVENTH: All interests hereunder, whether principal or inCOIre, while un
distributed and in the possession of the fiduciaries acting hereunder, even though
vested or distributable, shall not be subject to attachnent, execution or seques-
tration for any debt, contract, obligation or liability of any beneficiary, and
furthenmre, shall not be subject to pledge, assigrnnent, conveyance or anticipa-
tion.
EIGHIH: I nominate and appoint my daughter, KATHRYN A. VOIll1ER, Execut-
rix of this, my Last Will and Testament. In the event of the death, resignation
or inability to serve for any reason whatsoever of the said Kathryn A. Vollmer,
I nominate and appoint ~ son, ROBERT O. HAHN, Executor of this, my Last Will and
Testament. I hereby relieve my Executrix from the necessity of posting security
in connection with her duties as such in any jurisdiction in which she may be
called upon to act insofar as I am able by law- to do so.
IN WIlNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testanent, this ;2'f'J?i, day of {!)rStil-t-iJ , 1985.
i2~lt {~: 7!a-Iu~
Ruth J. Hahn
(SEAL)
Signed, sealed, published and declared by the above narred Testatrix as
and for her Last Will and Testarrent in our presence, who, at her request, in her
presence and in the presence of each other, have hereunto subscribed our narres as
attesting witnesses.
,ja,nr"ihrJa /
($ ,(J, ifdmltfA
Address
Address
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