HomeMy WebLinkAbout02-23-06 (2)
ALLEN E. HENCH
LAW OFFICES
220 MARKET STREET
(CORNER OF Market AND Second & One-Half STREET)
NEWPORT, PENNSYLVANIA 17074
(717) 567..3139
FAX NUMBER (717) 567-3130
Email: attorney@pa.net
February 6, 2006
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Re: George L. Maya/k/a George Leroy May Estate
File No.: 21-05-0758
Register:
I enclose two (2) original Pennsylvania Inheritance Tax Returns to be filed for the
above referenced estate, as well as a check in the amount of $4, 133 .30 for payment of the
tax due. I also enclose an additional copy of the return and ask that you please time
stamp it and return it and the receipt of payment to me in the enclosed self addressed
stamped envelope.
I also enclose an original and extra copy of a Praecipe For Entry of Appearance. I
would also ask that you time stamp the copy and return it in the enclosed envelope.
If you need anything further, or have any questions, ?lease give me a calL
Thank you for your assistance.
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Sipcerely,
IlLy
tllen E. Hen h
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AEH:wmc
Enclosures
2-6-06W
REV.1500 EX + (6-00)
.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 1 -0 5 0 7 5 8
"'CoUNTYCOoE -vEAP:-- - - NUMaER- -
COMMONWEALTH OF
PENNSYL VANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
L.
1 83- 1 8 - 8 8 9 4
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
DATE OF BIRTH (MM.DD-Year)
05/09/2005 10/26/1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
!Xl 1. Original Return
o 4. Limited Estate
!Xl 6. Decedent Died Testate (AttachcopyoIWill)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12.12.82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date 01 death between 12.31.91 and 1.1.95)
o 3. Remainder Return (date of death prior 10 12.13.82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
AI/en E. Hench 220 Market Street
FIRM NAME (If Applicable)
Allen E. Hench Law Office
TELEPHONE NUMBER
717-567-3139 New art PA 17074
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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. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
OFFICiAL USE ONLY
102,708.30
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2,085.00
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C)
15,752.15
120,545.45
(8)
26,413.81
2,280.64
28,694.45
91,851.00
(11)
(12)
(13)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
91,851.00
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.00 X _(15)
91 ,851.00 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
0.00
4,133.30
0.00
0.00
4,133.30
~
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
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECKMATH < <
Decedent's Complete Address:
STREET ADDRESS
396 Peach Glen Road
CITY
Gardners
I STATE
PA
I ZIP
17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
4,133.3C
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
O.OC
Total Interest/Penalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
O.OC
O.OC
4,133.3C
4,133.3C
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; ........................................................................... 0 !Xl
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 !Xl
c. retain a reversionary interest; or ...................................................................................................... 0 !Xl
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 !Xl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. !Xl 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 !Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... !Xl 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA 17074
For dates of death on or after July 1, 1994 and before January 1 I 1995, the tax ra
[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 v,
The statute does not exempt a transfer to a surviving spouse from tax, and the st
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-,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
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Insfers to or for the use of the surviving spouse is 3%
)f the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ji)].
e of assets and filing a tax return are still applicable even if
lath to or for the use of a natural parent, an adoptive parent,
The tax rate imposed on the net value of transfers to or for the use of the decede
The tax rate imposed on the net value of transfers to or for the use of the decede
individual who has at least one parent in common with the decedent, whether by U'VUV VI vWI""V'"
xcept as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
6(a)(1.3)]. A sibling is defined, under Section 9102, as an
LAST WILL AND TESTAMENT OF GEORGE L. MAY
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I, George L. May, of R.D. 2, Gardners, Cumberland County, i
Pennsylvania, declare this to be my last will and revoke any I
will previously made by me.
ITEM I: I devise and bequeath all of my estate of every
nature and wherever situate to my wife, Janet M. May, provid-
ing she shall survive me by thirty days. I
ITEM II: Should my wife Janet M. May, predecease me or I
die on or before the thirieth day following my death. I devis6
I
and bequeath all of my estate of every nature and wherever ;
situate to my issue per stirpes living on the thirtY-first I
day following my death.
ITEM III: I direct that in the distribution of my estateJ.
the share of my son, Roger L. May, shall be charged with an 1
c
advancement of Five Thousand ($5,000.00) dollars for property i
which I have given him. I
,
I
ITEM IV: I bequeath my household goods, jewelry, wearingj
apparel, and similar tangible personel property and effects i
(excluding cash, stocks, bonds and automoblies) not herein i
1
otherwise specifically bequeathed in as nearly equal portions I
:
as may be practical having due regard to the personal prefer- 1
,
ences of my children. Such property shall be divided by I
selection of the children, provided all agree, and as to I
property about which there is no unanimous agreement, I directl
my executor to list each piece of property on separate identi-i
,
cal slips of paper and then allow each child to draw a slip i
in rotation, oldest first, until all such slips are drawn.
ITEM V: 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 from my residuary estate
as a part of the expense of the administration of my estate.
ITEM VI: I appoint my son, Douglas Eugene May, executor
of this my last will. Should my son, Douglas Eugene May, fail
to qualify or cease to act as executor, I appoint my daughter,
Shelve Jean Hockenberry, executrix of this my last will.
ITEM VII: I direct that my executor or his successors .
I
shall not be required to give bond for the faithful performance
of his duties in any juriSdiction.
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Page 2
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The preceeding instrument, consisting of this and one
other typewritten page, each identified by the signature of the
testator was on the day and date thereof Signed, published and
declared by George L. May, the testator therein named, as and
for his last will, in the presence of us, who, at his request,
in his presence and in the presence of each other, have sub-
scribed our names as witnesses hereto.
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF ADAMS
.
.
We, George L. May, Laura A. Cooper and J. Ward Cooper,
the testator and the witnesses, respectively, whose names
are signed to the attached or foregoing instrument, being
first duly sworn. do hereby declare to the undersigned
authority that the testator signed and executed the in-
strument as his last will and that he had signed willingly,
and that he executed it as his free and voluntary act for
the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the testator, signed the will
as witness and that to the best of their knowledge the testator
was at the time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
,g~1'&~~,y
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- Laura A. Cooper
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. Ward C er
Subscribed, sworn to and acknowledged before me by
George L. May, the testator, and subscribed and sworn to
before me by Laura A. Cooper, and J. Ward Cooper, witnesses,
this ;Z7~ day of ~~ , 1981.
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Notary ~
ELNA It. GROUP
lYR8NE TOWNSH/~ NOTARY PUBLIC
MY OO"'M1SSIO ' ADAMS COU~T'f
MBJnbtr,P.nn,y'v~n~ZRf.S. NOV. 28, 1981
suelatlon ot No tilt
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FIRST CODICIL TO THE LAST WILL AND TESTAMENT
OF
GEORGE L. MAY
I, GEORGE L. MAY, of 396 Peach Glen Road, Gardners, Adams
County, Pennsylvania 17324, do hereby make, publish and declare
this as my First Codicil to my Last Will and Testament dated
August 29, 1981, and executed in Adams County, Pennsylvania.
FIRST: I do hereby amend my aforementioned Last Will and
Testament by deleting and revoking in its entirety Item III.
SECOND: Otherwise, and as except as herein provided, I do
hereby confirm, ratify and publish my Last Will and Testament
dated August 29, 1981.
IN WITNESS WHEREOF, I have hereto set my hand and seal to
this First Codicil to my Last Will and Testament dated August 29,
1981, this
)"1
I~ day of (j~JI
, 2005.
~g-(f' .e ,/
GEORGE L.
Signed, sealed, published and declared
by the above-named Testator, GEORGE L. MAY,
as and for the First Codicil to his Last Will
and Testament dated August 29, 1981, in the
presence of us, who at his request, in his
presence and in the presence of each other have
hereunto subscribed our names as witnesses.
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~OMMONWEALTH OF PENNSYLVANIA
ss:
--J."
COUNTY OF ADAMS
We, GEORGE L. MAY,
'&.rJaAJ1 ~~l~tk ' and
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whose names are signed to the attached or foregoing instrument, being first
, the Testator and the witnesses, respectively,
duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the foregoing instrument as the First Codicil
to his Last Will and Testament dated August 29, 1981, and that he had
signed willingly, and that he executed it as his free and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the codicil as witness and
that to the best of his knowledge the Testator was at that time eighteen
(18) years of age or older, of sound mind, and under no constraint or undue
influence.
/J/tg-oAy -;/ vpI'7
GEORGE . MAY
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w~tness
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otary Public
My commission expires:
Nolarial Seal
Tracy L Peters, Notary Public
MenaIIen Twp., Adams Col.I1ty
My Commission Expires July 11, 2OC6
Member, Pennsylvania A..<;SOdation (f N'lI"dN\"
REV-1502 EX + (6-98)
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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mav Georae L. 21 05 0758
All real property owned solely or as a tenant in common must be reported at fair market value, Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Those parcels of land situate in Dickinson Township, Cumberland County Pennsylvania
as describe in the deed of April 17, 1946 as recorded in Cumberland County Deed Book
E No. 13 page 295, with assessed value of 92530 x common level ratio of 1.11 for a
fair market value of 102,708.30. See copy of attached deed and tax assessment.
VALUE AT DATE
OF DEATH
102,708.3C
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
102,708.3C
Deed. No, 734.
PrInted and Bold by John C, Clark Co. 1430 8. Penn Square, Ph1Ia.
'"
(@lll~~JlaDttht
/1 k - cia;of April in the year of Our Lord
one thousand nine hundred and forty-six
BETWEEN ED'HARD H.D/.VIS and GERTRUDE A.DAVIo,his wife,Of tlw Town-
ship of Dickinson ,CountJ' of Cumberland ,.3tc,te of PerJlsylv'.mia ,of the
f'irst part,
and
GEORGE L.MAY and JANET M.MAY,of the Township of r,ienal1en,County of
Adams,.3tate of Pennsylv3nia
of the ,econd part: mitlt~Ss~tl1, That the .aid part ieG of the fir't part, for and in
con,ideration of the ,um of ONE ($1.) D('l.LAH,(Etnd ot:1cr vqlu Jbl,~ co;~slcJer,tions)
lawful money of the United State, of America, KleU and truly paid by the .aid part ies of the
,econd part to the .aid part ies of the fir't part, at and before the ellleoling and delifJery of
the,e pre,ent" the receipt Klhereof U hereby acknoKlledged, h:1V-:! granted, bargained, ,old,
aliened, enfeoDed, relea.ed, conrJeyed and confirmed, and by the,e pre.en" do grant,
bargain, ,ell, alien, enfeoD, relea,e, confJey and confirm unto the ,aid part ies oj the ,econd
part, t:.eir heirs and a"iglll. ALL those two certain tr;tcts of lan1..
situ~ted in the Townshi2 of Dickinson,County o~ CUmh~r]~nct,.3t~tp of
Pennsylvani:l,bcunc1ed ann described as follows:-TRACT NO.1.
flEGI'l\I"iG at a point in the public road crossing un1!?r the Gettysbul'[;,nJ
narrisburg H.l.ih.ray "it Goodyear stA-tion ,Sixty (60) feet wes't;;;ard on-l
radial line from the new c nter line of' the double tre.cks of srlid ;hil-
w~y,said center line bRing six and one-hGlf (&~) feet west ard from the
middle of the present m01.in tr'tck of SA-id I\qilw.,y j -thence -llong t'1e 8'\id
public r03.d p':rtly by land of the Eastern He:ll Esta,te Corr:pany and partly
by 'rr':l.ct I\0.2.,hereinafter desc.ibed,Jouth 50 des-rees,fiftAen minutes
West,333 feet,more or less,to a stone cornerj-thence t'orth ~3 d8~rees
44 minutes ~st,747.4 feet to a rail ~on~ment corner on the dividing
line beb'een land of said .l!;astern Real Est.'lte Company ann In.nn no',V or
late of ~.>lry <.:.Beruni-thence 'llong s,1.id said l:tst ~ent-i~ned dividing line
North 76 de:;rees 16 mir:utes .L:.ast,575.65 feet to a pOint,60 feet west.ward ;It
right Elngles from said center line :-thence thrQugh l.~nrl of s,1.id Ec<ctern
ne-:il l.<:st.'lte <.:ompany,pilr'lllel with said center] ine ,South 10 degrees 14
minutes ~ast,175 feet,mcre or less to a point of curve.bFi~G o~ osite
st.-:tion 669-23.03 on center line of 8'1i(1 n,:tilwrlY and thence still
through Vmd of saii ~a3tern He"il Est" te '-omp'-,ny and concentric with said
center line ,1.1';0. 60 feet \'/est1nrd radial lherefrom by .J. Curve to the left
having" radius of 1015.366 feet,n dist1nce of 320 feet,wore or less to
the Doint of Beginning. Cont'1inirw Six (6bnd sixty-nine one-thousandt,hs
~069~, (6.069) .1cres,more or less.
:~l:.C:r: r;\..'.d. Beginning at:t point in the .'lfores'li'l public rO'ld 80 feet
',vestw'lrd,mensured on;! r'idLll line from the new s:~id center ljnej-t'~ence
through l~nd of said K1.stern heal L:.state Company by a curve to the left,
having q radius 1035.366 feet ConcFntric with said center line,u dis-
t'iIlce of 32 feet,more or less,to a point of tm>:;ent,heing o"osite st1.-
tion 672-64.42 on c enter line of saiel Lt"lUW'lYi-thence CO:1tin\.;ing throuf.:h . '\
land of s"lid .l!;J,stern Heal Estate Company,ps.rallel with s'.dd c<;nt<or li.ne ,3cutJ
36 desrees 52 minutes )<~~st,487 feet ,more or less, to land nO'11 or Lite of
Chnrles F.Be~i-thence along said land now or lRte of Charles F.den~m,
,;)outh 50 degrees ',:est, 697 feet to a m1.ple tree j -thence alons Innc1 now
or late of ,',lfred nnrmon,l\~orth 0 degrees,15 minutes E,st;637.6 feet to
a stone,bein~: also q corner of 'l'r:'lct ~O.I.,3bove desCl'ibei,.'=>nd thence
alone 3['[1':1 't'r'lct No.I. ,;orth 50 de~rees 15 minutes ~qst,;313 feet,mJ7'e
or less to the point of BeginninG' Cont ~inir"s f>ix and three onR-hl.1!lrpdths
~ 6.03) :.cres ,more or less.
;,;', .:: ,i:, , ,:.;;li, 'l'h~t certain tr ,et of land,cont lining Four (4) Acres
and .to'orty ~40) perches which by deed dated the 10th day of :1.,......il,i\.D.
1916,"1""1 recorded in betic! \"ounty of Cumberland in Deed Book Il'.O.",v01.10,
p:lge 1.7 xc.,w ~S conveyed by H,'1rry P . Fanus and :::sther L .F:.nus ,his \df'e,
to Lorris j:;. Pe,.wl,which said land so conveyed to beam is specifically
excluded from this conveyancejleaving in the ~~o tr.cts hereby conveyed
~even (7) Acres and (ne hundred twenty ~120) perches,more or les3.
3eine the S'3.r..e two tr<J.cts of' 1a.nd which by deed dated the 13th
day of Sept,-mber,A.D .1941 were conveyed by 119.rry P . Fanus and Esther L.
l";mus ,his 'dife, to ~dward .'-! .D::tvis and G'l'trude I.Davis ,his wife ,'",s by
referGr.ce ::'0 said deed recorded in said eounty of Cumberland in Deed
Book "K.",vol.12,pclge 31:30 &c.,will morE: fully and at large clppear.
<-- --- -.--.- _4 _
atnget4er lDitIa all and aingular, 1M buildinga, impr<<nemenu, 1D00cU, amya, righ,., libertia,
pri"ilegu, hereditamenu and appUlUlIIDIeu, to the aame belonging, or in any lDue appertaining,
and 1M rflfleraion and r_aioru; remainder and remaindera, renu, uauu and projitll thereoJ,
and oj flflery part and parcel thereoJ: .i\nb alsn, all the eatate, right, title, intereat,
property, po..uaion, elaim
and demand 1D1uztll0_, both in laID and equity, oj the aaid parties oj the firat part, oj, in, and
to the aaid premuu, lDith 1M appurtelllDleu:
w
atn 4nue nub tn 40Jb ,1M MId premuea, lDith aU and aingular 1M appurtenanea,
unto 1M ~ part i e s
oj lluJ aeeond part, the ir he irs and auifJU, to tluJ only proper we, benefit and
behooJ oj the aaid parties oJ 1M _nd part, their heirs and auifJU Jor_,
Anb the aaid
pic'ties of the first pa,-t, t'or themselves, their
heira, eseeutora and adminUlraton, lln by thus pruenu, _Rant, grant and agree, to
and IDith the aaid part ie s oj the _nd part, the ir he irs and ".aiglU Joref)er,
thot they tluJ~ parties of the first part and their
heira, all and aingular the hereditamenu and premuu herein abofJe deaeribed and granted, or
mentioned and intended ao to be, lDith the appurtenaneu, unto the aaid parties oj the aeeond
part, their heirs and "'aifJU, agailUt them the aaid ;nrti'2~ of the first
part 9,nd ~,he ir heira, and agailUt aU and efJery other peraon or
peraolU, IDhomaoflfler latDJuUy elaiming or to elaim the aame or any part thereoJ,
SHALL and WILL
W A.RlU1VT and Jorflfler DEFEND.
In mUnl!S8 ml1l!rl!of, the aaid part ies oj the fir.t part to theae preaen,. ha.ve
hereunto aetthe ir hand:, and aeal S Dated the day and year firat aho"e IDritten.
.sigQe~. "enle~ Rn~ .Ileliuenb }
L"I TH& paBlJ:NC& O.
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4~ C2'b~ @
iRereiul'b, the da,// 01 the date of the above Indenture of the ab01Je named Gr:.illtees the amount
of the .Ii_hir. mentioned consideration in full.
State of Pennsylvania l
f..'
cO..t::fth.cumberlan~
/la,//o!
April
,19 46 , before tM
the undersigned officer, personaUy appeared lliward H.Davis and Gertrude A .Davis I
his wife I
..
known to me (or satisfactorily proven) to be the persons whose name Sl.::'e IJUbscribed to the
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REV-15G8 EX + (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
May Georae
L.
FILE NUMBER
21 05
Include 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 Schedule F.
0758
ITEM
NUMBER
1.
DESCRIPTION
Household and personal property as appraised by Mark K, Keller. See attached
appraisal from Mark K. Keller.
VALUE AT DATE
OF DEATH
795.0C
2.
1989 Chevrolet Corsica 4 door sedan with Serial #1 G 1 L T54W9KY165221 as appraised
by Floyd Weary. See attached appraisal from Sheaffer Weary Chevrolet.
550.0C
3.
1991 Chevrolet Camaro, VIN # 1 G1 FP23FOML 175489. See attached Kelley Blue Book
Trade-In Pricing Report.
740.0C
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,085.0C
Mark K. Keller
6441 Waggoners Gap Road
Landisburg, PA 17040
Phone 717-789-3616
Fax 717-789-9619
CONSULTANT
AUCTIONEER * REAL ESTATE
On October 6,2005, I Mark K. Keller, personally appraised the following personal property for
the Estate of George and Janet May:
Magic Chef refrigerator ..........................................................................................$110.00
Maytag gas range ..... ........ ..... ...... ..... ............ ......... ............ .... ...... .... .... ....... ... ....... ....... .25 .00
Panasonic microwave.................................... .............................................................. .15.00
Kitchen table wi four chairs...... ............. ...... ............. ...................... ......... ......... ......... ..5 0.00
Metal kitchen hutch........................................................................................................5. 00
Oak wardrobe ............................................................................................................... 75.00
Cabinet stereo.................................................................................................................5. 00
Washer.................. .............................. .......... ...................................... ........................ .65 .00
Dryer. ................................................. .......................................................................... 85.00
Zenith console TV... ....... ............. ... ................ ..............................................................35.00
Small drop leaf table.............. ......... ....... ..... ............................................................... ..15.00
Pedestal table ...................... .............. ............ ..............................................................4 5.00
End tables ... .... ....... ..... ........................ .................... ....... ............. ....... ..... .... ....... ... ........10.00
Waterfall chest of drawers......... ....... ....... ..... ............ ................................. .............. ....45 .00
Waterfall night stand......................................................................................................5. 00
Waterfall desk......................................... .................................................................... .25.00
Antique small chest of drawers ....... .......... ............... ........ ........ ..... .................. ............ 85 .00
W ardrobe......................................................................................................................40.00
Upright freezer.................................................. ................................................. ......... .15.00
Usual pans and dishes. . . . .. .. . . . . . . . . . . . .. . .. . . . .. . . .. . . . .. . .. . . .. .. . .. . . .. . .. . . . .. . . .. .. . . .. .. .40.00
Total Appraisal............................................................................. ..$795.00
. ,
~
SHEAFFER-WEARY CHEVROLET, INC.
BOX 903
LOYSVILLE, PENNSYLVANIA 17047-0903
(717) 789-3532
Yn~ ;21; ;;(oofJ
W k4'-l 4- 11(, ~:
~ ~ 7- ~ /9&'9~. ~ t{~
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('0, 000 '-1J?A ~ ~ lkfJ ~ ~
~ cJ.ac..d; \J.~ U/~ --le aL~ 550. ~
~~~
~cH~
.
.
Kelley Blue Book - Trade-In Pricing Report - Chevrolet, Camaro
Page I of3
. ~~~~~~U~~~
80: c:ars <,I trust
___( HOME "~ USED CARS"
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1991 Chevrolet Camara Z28 Coupe 20
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BLUE BOOK '. TRADE-IN VALUE <.,>i,": fC
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105,099
Selected Standard Equipment
Air Conditioning
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AM/FM Stereo
Blue Book Trade-In Value
Trade-in Value is what consumers can expect to receive from a dealer for a
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Vehicle Condition Ratings
Check Vehicle Title History
Excellent
,,_: t.....j
$1,325
'EAcelient" condition means that the vehicle looks new, is 111 excellent
mechanical condition and needs no reconditioning, This velllcle has never
REV.-t510 EX + (6-98)
.
..
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mav Georae
L.
FILE NUMBER
21 05
0758
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. Certificate of Deposit #31500102621 held jointly with Beverly 5,069.18 100. 0.00 5,069.1 f
A. Kline, established 9/29/04 with date of death balance of
5000.00 plus accrued interest of 69.18. See attached letter
from PNC Bank dated January 23, 2006
2. Checking Account #5140396839 held jointly with Beverly A. 9,520.56 100. 3,000.00 6,520.5E
Kline, established 8/16/04 with date of death balance of
9520.45 plus accrued interest of .11. See attached letter from
PNC Bank dated January 23, 2006.
3. Savings Account #5004258511 held jointly with Beverly A. 1,102.90 100. 0.00 1,102.9C
Kline, established 8/9/04 with date of death balance of
1102.57 plus accrued interest of .33. See attached letter from
PNC Bank dated January 23, 2006.
4. IRA Account# 65001015421 with date of death balance of 3,059.51 100. 0.00 3,059.51
3056.25 plus accrued interest of 3.26. See attached letter
from PNC Bank dated January 23, 2006.
TOTAL (Also enter on line 7 Recapitulation) $ 15752.H
(If more space is needed, insert additional sheets of the same size)
~HN-23-2a06 20:35
PNCBi=NK
412 768 3458
P.01
.
J 0PNCBA1'J<
January 23, 2006
Allen E. Hench
Attorney at Law
220 Market Street
Newport, P A 17074
RE: Estate of George L. May, deceased
SSN: 183.18-8894
DOD: 5/9/2005
Dear Mr. Hench:
In response to your request for Date of Death balances for the customer noted above, our
records show the foIlowing:
Certificate or Deposit
Account #31500102621
Established 09129/2004
GEORGE L MAY
BEVERLY A KLINE
DOD balance: $5,000.00 + $69.18 accrued interest
Rate: 2.25%
Interest Paid 1/1/2005 - 519/2005 . $0.00
CbeckiDI ActGunt
Account #5140396839
Established 08/1612004
GEORGELMAY
BEVERLEY A KLINE
DOD balance: $9,520.45 + $.11 accrued interest
lnterest Paid 1/1/200S - 5/9/2005 - $3.84
Savilles ActoQnt
Account ;;5004258511
Established 08/09/2004
GEORGE L MAY
BEVERLEY A KLINE
DOD balance: $1,102.57 + $.33 accrued interest
lnterest Paid 1/1/2OOS - 5/912005 - $8.23
Page I Qf2
",nl't-<:::..;)-c::I:::Jl::lb <:::t:l...;);:)
PNCBAN<
.
412 768 3458
P.02
.
IRA Account
Account #65001015421
Established 03/04i1983
GEORGE L MAY
000 balance: $3,056.2S + 53.26 accrued interest
Rate: please call the number below for assistance
Interest Paid 1/112005 - 5/912005 - $7.44
For IRA or Beneficiary information, please c:aIl1-888-PNC-JRAS.
The decedent maintained Loan Accounts (ILA #4001008109401714), and
(lLA #4001008109729165). For further information, please call1-888-762-2265. Select
option 1, then option 3, and then 0 (zero). After pressing zero, please remain on the line to
speak to a Loan Service Representative. (We do Dot bave access to Loan information,
you must contact the Loan Area at the above number for further assistance).
Please note that this office only provides date of death balances for deposit accounts
(!RAs, CDs, Checking and Savings accounts). We do not proc:.~ss any Onancial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANI< (1-888-762-2265) or stop by YOW' local PNC Bank branch
office.
Sincerely,
~~
Rachelle Wells
1-800-762-1775
P7 -PFSC-04-F
SOO first Ave.
Pittsburgh P A ) 52 J 9
Page 2 of2
Member FDIC
TOTI=l. P. 02
.
..
RE\,4.1511 EX + (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Mav
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Georae
L.
21
05
0758
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Dugan Funeral Home
Codori Memorials Tombstone
7,359.0C
2,786.0C
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Shelvey J. Hockenberry
Social Security Number(s)/EIN Number of Personal Representative(s) 195-38-9056
Street Address P.O. Box 114
City Ickesburg State PA Zip 17037
Year(s) Commission Paid: 2006
Attorney Fees Allen E. Hench, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
7,725.0C
7,725.0C
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees
85.0C
Accountant's Fees
Tax Return Preparer's Fees
Estate Notice in Cumberland Law Journal
Estate Notice in Sentinel
Miscellaneous and final probate
75.0C
1 58.81
500.0C
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26413.81
.
~EI7-1512 EX + (1l-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
Mav
Georae
L.
21
05
0758
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. MCI Telephone 36.04 + 35.44
VALUE AT DATE
OF DEATH
71.4E
2. Sprint
7.5<1
3. AT&T
27.0!:
4. Met-Ed Electric 39.01 +55.94
94.9!:
5. Waste Management Services 74.66 + 142.62
217.2E
6. Miller-Plante Inc
189.0C
7. Carolyn R. McQuillen, Tax Collector School property taxes
1,110.3E
8. Comcast
62.9E
9. Miscellaneous
500.0C
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,280.6<1
.
':~"'''.(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Mav ~enrn'" L. 21 05 n7"A
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, and transfers under
Sec. 9116 (a) (1.2)J
1. Shelvey Jean Hockenberry Lineal
P.O. Box 114 25%
ICkesburg, PA 17037
2. Beverly A. Kline Lineal
196 Georgetown Road 25%
Gardners, PA 17324
3. Roger Lee May Lineal
396 Peach Glen Road 25%
Gardners, PA 17324
4. LeeAnn May Lineal
12.5%
5. Brian May Lineal
12.5%
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 $
FILE NUMBER
(If more space is needed, insert additional sheets of the same size)