HomeMy WebLinkAbout04-03-06
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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
1074
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mott, Elizabeth Key
DATE OF DEATH (MM-DD-YEAR)
095-20-1869
THIS RETURN MUST BE ALED IN DUPUCA TE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal PovertY Credit (date of death between
. 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 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)
D 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach
copy of Will)
o 9. Litigation Proceeds Received
D
D
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2. Supplemental Return
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(8)
(11 )
(12)
(13)
(14)
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)
~ 16. Amount of line 14 taxable at lineal rate 0.00 x .045
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a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
0 18. Amount of Line 14 taxable at collateral rate 465,275.35 .15 (18)
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.... 19. Tax Due
(19)
DATE OF BIRTH (MM-DD-YEAR)
11-12-2005
06-14-1927
COMPLETE MAILING ADDRESS
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
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)
One West Main Street
Shiremanstown, PA 17011
OFFICIAL USE ONLY
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
NAME
James D. Bogar
FIRM NAME (If applicable)
Bogar & Hipp Law Offices
TELEPHONE NUMBER
717-737-8761
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)
(1 ) None
(2) None
(3) None
(4) None
(5) 6,877.83
(6) 72,864.30
(7) 439,143.58
(9) 32,595.02
(10) 21,015.34
13. Charitable and Governmental Bequests/See 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. [K]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
I
(.,,)
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518,885.71
53,610.36
465,275.35
0.00
465,275.35
0.00
0.00
0.00
69,791.30
69,791.30
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00:
~~
Decedent's Complete Address:
STREET ADDRESS
317 West Green Street
CITY Camp Hill
I STATE PA
I ZIP 1 70 11
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
69,791.30
69,750.00
3,489.57
Total Credits (A + 8 + C)
(2)
73,239.57
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (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)
3,448.27
i%~~:t;;I'l"{Jt(:r~;i~E~~~I~t~~~t~\lff J~~:~f{;:^~~i5~';Tht~~~ty;0fI1;rw;;TjJili~S "l1;1~~;igh'd~I~~if~11tf~Y%'~~~:~~~~1l~.tif;:'~r@~~!11:1k~"~!~",Th*~1;1?!f~: ,~it~ili.~~!z', >,~Ai;;~G1~>1@1:~J;t't
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 [!]
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?................. ............ .............. ........................... ....... .................... .................... [!] 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and
complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Barbara Ann Dobie
DATE
oSL/
317 West Green Street
Shiremanstown, PA 17011
".,--~ /~ ::J-/o &
DATE
ADDRESS
ADDRESS
31~JbGo
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 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 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.
99116 1.2) [72 P.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.1508 EX+ (6-98)
....
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mott, Elizabeth Key
FILE NUMBER
21-05-1074
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Capital BlueCross - Premium Refund 115.60
2 Commerce Bank - Savings Account No. 616164662, date of death balance $4,901.75, 4.903.23
accrued interest $1.48
3 Hilliard, Lyons, Inc. - Retirement Distribution 500.00
4 Mid-Atlantic Insurance Group - Insurance Refund 54.00
5 Personal Property - Value as listed on attached appraisal 1.305.00
TOTAL (Also enter on Line 5, Recapitulation)
6.877.83
(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)
To: James D. Bogar, Attorney
One West Main Street
Shiremanstown, PA 17011
From: William G. Rowe, Appraiser
211 Old Stone House Rd.
Carlisle, PA 17013
Re: Personal Property Appraisal
Elizabeth K. Mott Estate
317 West Green Street
Shiremanstown, PA
DOD - 11/12/05
Date: January 12, 2006
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17013
717 -249-1978
Antique 2-d rawer stand
Bedroom set - 3 pc.
Occasional chair - upholstered
Lamps (2)
Water color - house
Print
Stand
Fashion prints (2)
Pocket watch
Dresser set - 3 pc.
Sterling frames (2)
Knick knacks
Mott Appraisal
TOTAL
. --""t. ... _
William G. Rowe
$250.00
$650.00
$45.00
$15.00
$65.00
$20.00
$5.00
$50.00
$35.00
$50.00
$100.00
$20.00
$1,305:00
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01/12/2006
4
Rev-1509 EX+ (6-98)
.
SCHEDULE F
JOINTL V-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mott, Elizabeth Key
FILE NUMBER
21-05-1074
ESTATE OF
If an asset was made joint within one year of the decedenrs date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Barbara Ann Dobie
ADDRESS
RELATIONSHIP TO DECEDENT
317 West Green Street
Shiremanstown, PA 17011
Friend
B.
c.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 6/23/2000 Commerce Bank - Checking Account No. 2.349.40 50.000% 1.174.70
513175000, date of death balance
$2,349.40, accrued interest .09
2 A 6/23/2000 Commerce Bank - Checking Account No. 2.709.19 50.000% 1.354.60
513175018, date of death balance
$2,709.10, accrued interest .09
Total of Continuation Schedule(s) ~ee attached page
TOTAL (Also enter on Line 6, Recapitulation) 72.864.30
(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-1509 EX+ (6-98)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mott, Elizabeth Key
FILE NUMBER
21-05-1074
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.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
FOR JOINT MADE DECO'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET
TENANT JOINT INTEREST DECEDENTS INTEREST
JOINTLY-HELD REAL ESTATE.
3 A 7/11/1988 Real Estate - All that certain piece or 140,670.00 50.00001'0 70,335.00
parcel of real estate having erected
thereon a dwelling house being known
and numbered as 317 West Green Street,
Shiremanstown, Pennsylvania. The
property was acquired by Barbara A.
Dobie and Elizabeth K. Mott, single
persons, as joint tenants with the right of
survivorship, by Deed dated July 11,
1988 and recorded July 15, 1988 in the
Cumberland County Recorder of Deeds
Office. A copy of said Deed is attached
hereto and incorporated herein. It is
respectfully suggested that the County
Assessed Value be used as the value of
the real estate for purposes of
Pennsylvania Inheritance Tax. The
County Assessed Value is $140,670.00.
TOTAL (Also enter on Line 6, Recapitulation) 72,864.30
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
..
Commerce
_Bank..
December 16/ 2005
James D Bogar
Jennifer B Hipp
Attorneys At Law
1 W Main St
Shiremanstown/ PA 17011-6371
RE: Estate of: Elizabeth Key Mott
Social Security #: 095-20-1869
Date of Death: November 12/ 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 #: 513175000
Date Opened: 6/23/00
Primary Owner: Elizabeth Key Mott
Secondary Owner: Barbara A Dobie
Date of Death Balance: $2,349.49
Accrued Interest: $.09
Principal Balance: $2/349.40
Type: Checking
Account #: 513175018
Date Opened: 6/23/00
Primary Owner: Elizabeth Key Mott
Secondary Owner: Barbara A Dobie
Date of Death Balance: 2,709.19
Accrued Interest: $.09
Principal Balance: $2/709.10
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
Commerce
tlBankNA
Type: Savings
Account #: 616164662
Date Opened: 8/25/00
Primary Owner: Elizabeth Key Mott
Date of Death Balance: $4,903.23
Accrued Interest: $1.48
Principal Balance: $4,901.75
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
\.U~C\Q ~ ~~
Wanda J Morris
Senior elF Specialist
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
11\'-vV'\L._',) .or... '..Jt., ..l& ..'
Made the
mitis l1ttit
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f1 EC 0 r.:~ .: i;. -.::;: c;;::: L S
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, 8D JUL 15 AH II 5tJ
, in the year
Nineteen hundred and eighty-eight (1988)
1Bttwttn
CAROLYN L. LAMASON, now known as CAROLYN S. RUTHERFORD,
and JERE E. RUTHERFORD, her husband, of Dillsburg,
Pennsylvania,
GRANTORS,
AND
BARBARA A. DOBIE and ELIZABETH K. MOTT, single persons,
6f Harnden, Connecticut, as joint tenants with the right
ot" survivorship,
GRANTEES,
JIlIitntssttlt, That in consideration of Ninety-one Thousand Nine Hundred and
NO/lOO--------------------- ($91,900.00) ---------------------- Dollars,
in hand .paid, the receipt whereof is hereby acknowledged, the said grantor s do
hereby grant and convey to the said grantee s
their
heirs and assigns,
ALL THAT CERTAIN piece or parcel of land situate in the Borough of
Shiremanstown, County of Cumberland and State of Pennsylvania,
bounded and described as follows, to wit:
BEGINNING at a point on the northern line of Green Street, said point
being at the dividing line between Lots Nos. 9 and 10 on the herein-
after mentioned Plan of Lots; thence along said dividing line, North
twenty-three (23) degrees twenty-four (24) minutes West, one hundred
forty-five and ninety-eight one-hundredths (145.98) feet to a point
on the southern line of Lot No. 16; thence along the southern line
of Lot No. 16, North seventy-four (74) degrees ten (10) minutes East,
eighty and seventy one-hundredths (80.70) feet to a point on the
southern line of Lot No. 17; thence along the dividing line between
Lots Nos. 8 and 7, South twenty-three (23) degrees twenty-four (24)
minutes East, one hundred thirty-five and thirty-five one-hundredths
(135.35) feet to a point on the northern line of Green Street;
thence along the ~orthern line of Green Street, South sixty-six (66)
degrees thirty-six (36) minutes West, eighty (80) feet to a point,
the place of BEGINNING.
BEING LOT NO.9, Block "G" on Plan No. 7 of Shireman Manor, said plan
being 'recorded in the Cumberland County Recorder's Office in Plan
Book No. 14, Page 4.
IT BEING the same premises which Charles W. Lamason, by his deed
dated November 18, 1976 and recorded in the Office of the Recorder
of Deeds in and for Cumberland County, Pennsylvania, in Deed Book
C-27, Page 155, granted and conveyed unto Carolyn L. Lamason, single
woman. The said Carolyn L. Lamason has since intermarried with
Jere E. Rutherford and together they are the grantors herein.
..rough 0' oS ~;.... l! ...... 2."\J l-" l'- "I
Cu~b: c:::. p~:"..""
~ t ~/,l; c. .1 .Iv,..
S.c:hool Did. Cumbo Co., P.
BOO~ '0\33 PACE
.!-~ RuIEst.t. Transfer T..
j t -;; -I s~k'lr lj. S-C/. n."l
6669~~:~ ~
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~umb. Co. Di.... Col. It4I.. .~
Anb the said grantors do hereby
generally
warrant
the property hereby...gon!S';~1~OtNvEALII-I OF PE1'J~~S'I'LV.6.,NI.t\ :,~
nF.f'.:',RTiv\f:Nr OF f~;~Yf..t:lIE ___ __..... ~::
I '" I ~"/ ::.:..:=::-::: l' (~; ~~_:..\ [ I ..':
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1_ ~~:~-:~~jW: .lUlIs'aa \~:;;~.:! ~ I d. u l I ~~::
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1Jn _ltntss m~trtnff said grantors
ha ve hereunto set their
hand 5
and seal s the day and year first abO'/Je written.
~i!lntb, ~taltb anb itliutrtb
1In t1Jt ct of
(;;'~/.,~~,--~~ .*.
CAROL N L. A UN ~
'. ~.az;/*",dJl
. . UTlIERF. ~4 '.
-
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atommonwtaltlt of 'tnnst!luania
atountU1lf ~
On. this, the \, -th day of J u 1 Y
f 1111.
1988 ' before 1M
a notary public
theu:ndersigned officer, pers01UJ.lly a:ppeared Carolyn S. Rutherford, formerly CArolyn
L. Lamason,and Jere E. Rutherford
Irnown to 1M (or satisfactorily proven) to be the person swkose namlS are subs~~.~~ l'o J~, ~thi1'J., '.
instrument, and acknowledged that they executed the same for:ffirpose therein contained. ;:,' ,ri)"::.'.. .....'...., . . ..... ".;~....'..: :. : .... '."
INWITNESSWHEREOF,Ihavehereunt.setm ha and n~ia~.~.... ':" -.:.\ :'
oJ(2~~ m ; :. .. "~;..."
PATRICIA M. BRUCE. NOTA~RY:P,t,B.LIC; . ...:".:.~?.':j' ,/
My Commission Expires May .i;)9~tJ.>:.... ..,.. .~~~: >..:'
PUIIY lU"'Rslli~. p~ G8111l1li" S~IIII~(' ~ ~:,,~'.....
:."i' ;--t.. ,1'1
atommonwtaltlt of'tnnsuluania
at~untt! of
~ 1111.
On this, the
day of
19
, before 1M
the undersigned off1.Cer, personally appeared
Irnown to 1M (or satisfactorily proven) to be the person whose na1M subscribed to the within
instrument, and acknowledged that he executed the sa:mefor the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal.
11 q.er.eby or.ertify that the precise address of the grantee oS
~ \ l Wt-~ C:,~ sr
~~bu'i) l~~ \70\(
i)'OOK <x 33 r~.CE 667
herein is
~,tLrl..Q S.e~~
~ ~v- Co~~
....,
matt Dt
QIounty of
I 1111.
On this, the
day of
19
, before me
the undersigned officer, personally appeared
known to me (or satisfactorily proven) to be the person whose name subscribed to the within
instrument, and acknowledged that he executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal.
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ClIountn of ~/culk <d
~ss.
mttnrbtb in the Office for Recording of Deeds in and for
(J01-v^- it) in Deed Book if
page ~ ~ (0 Etc.
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No. 33
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lIIitneas m'V hand a.nd soal of Office this S""
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day of
Redo.,.der
Rev-1510 EX+ (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mott, Elizabeth Key
FILE NUMBER
21-05-1074
ESTATE OF
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 DECO'S EXCLUSION TAXABLE
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 PNC Investments - Retirement Account No. 96.564.61 96,564.61
53719434, date of death value $96,564.61
2 Trusto Bank - Trustco Bank as Trustee of 342.578.97 342.578.97
Revocable Trust U/A Elizabeth Key Mott,
Account No. 7010453442, date of death value of
Trust $342,578.97, a copy of the Trust Agreement
is attached hereto and made a part hereof
TOTAL (Also enter on Line 7, Recapitulation) 439.143.58
(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)
· 01/26/2666 19:26
7177638423
PNC BANK
Q PNC INVESTMENTS
MemDII NA.U) -' SII'C
TO
PHONE
DATE
FROM
PHONE
"
PAGE 01
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1(;Aw...~ \>. ~ o.f"
FAX -'~l- ~O~Co
PAGES (INCLUDING COVER) 3
~~ '" ~ ~ e...
YeA
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FAX 7 I 7 ~ 7" 3 - 21 ~ '3
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FAXl
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This f~x may contain privlleecd and confldentlallnform:atJon inll!ndad only for We usa of the addr'Q$$Q(s) named above. It the rt!ader of tN, message Is not
the IntltFld~d redpiem Or the employee or agent re..ltponsible for dtIlv@1'ir18 thc! meJ9ase to tht intended r~tplent(s). please notQ that lJflY dissemjnatloTl.
dls~ributlon Dr copying of thJs c:ommunfc3Uon Is strictly prohlbtte<l. Anyone who ~celves Lhis communIcation In error shouJd notify ut Immed.tately by
~eJephone and return the original message to us at thl~ 3ddRss aboVQ vIa Chit U.s, Mau. or d@SUOY th~ mesuse In It$ onurery.
'J Hard copy to follow
;:: H.1rd c::opy to follow upon request
[I Important lnvestor lnformation: Securities and brokerage services are provided by PNC tnv~1ments
" -May Lose Value LLC, member NASD and SIPC. Annuities and other insurance productS are offered by PNC Insurance
. . · No Bank Gwuantee Services. Inc. a licensed inswance agency.
fOf(M 1111)40-0104
, 01/26/20e6 19:20 7177638423
PNC BANK
PAGE e2
EST A IE OF ELIZABETH KEY MOlT
(000 VALUATJON NOVEMBER 12, 2005)
The information provided in this report is believed to be
reliable, but its accuracy cannot be guaranteed.
A mean price is calculated as an average of the high and low on
the valuation date when available. If these prices are not available,
such as on weekends or holidays, the mean price is the inversely
weighted average of the high and Jow on the nearest trading dates
before and after, when these prices are available within one week of
the valuation date. If actual trades are not available, the nearest bid
and ask prices are substituted. Note that securities traded on the
Toronto Exchange are in Canadian dollars.
If an equity is ex-dividend for a cash distribution on or before
the valuation date but is of record- after the valuation date, the
dividend is included in the valuation report and is added to the
security's value. This is reported as an adjusted value on the report
If the date of death is on or after the record date and the dividend is
payable after that date, the accrued dividend is listed separately on
the report and added to the portfolio's total value.
Prices for which daily updates are not available are priced
according to a Corporate Pricing Cycle. These pricing dates occur on
the last business day of the week, and the last business day of the
month, unless the end of the week update falls within three business
days or less, of the end-af-month update.
Prepared 20 January 2006
-01/26/2086 19:20
7177638423
PNC BANK
PAGE 03
Estate Valuation
Shal;'es
or Par
Security
l)escription
High/Ask
Low/Bid
ietate of: Bliz~th ley Mott
Account: 5371-~434
R.eport TypeJ Pate or OI?4-.th
~ber of Securities: 2
rile IDc Mott,El_11-12-05
MMn a:4d/or Div an~ Int Security
Adju~tmenes Accruals Value
Date of Death: 11/12/200S
vAluacion D~t~t 11/12/2005
~~oee8~~ng DateJ 01/20/2006
1)
6039.8S1 MFa 8B1 Tl V (SS2981300; MSc~)
TO'1'AI.. RETURN' A
Mutual Fund (as quoted by PSD~Q)
n/ll{200S
15.99000 Mkt
15.990000
96tSGl.~3
2)
3.38 MMF (BVP01)
MMF
HL
11/12/2005
1. 00000
1.00000
1. 000000
3.38
'rotal Value:
Total ACClrual:
. Total: $9~,564.~1
$0.00
$96t~64.U
hQ't 1
'1'b.:l.s report: "u produced with H~taeeval, a prOduClt of Estate Val~tionf:l iii: h'icing SystemBl Inc_ If you have que~tions,
please contact ~ Syatema ~t (SlS) 313-6300 or www.evpBYs.cam. (~evision 7.0.4) .
.
~~ TRUSTeD
~~ BANK@
. ,II
January 30, 2006
James D. Bogar, Esq.
Attorney at Law
One West Main Street
Shiremanstown, PA 17011
Re: Trustco Bank as Trustee o{Rev Tr U/A Elizabeth Key Mott
Account # 7010453442
Date of Death: November 12,2005
Dear Mr. Bogar:
Please be advised that as ofNovembet 12,2005, the value of the above captioned
account was $342,578.97. The value was computed using a combination of an estate
valuation program for the shares of General Electric Stock and an Inverse. Weighted
Average for the Trustco Bank Common Funds. A breakdown of the account assets is.
attached for reference.
Please call me should you have any questions or require further information.
Sincerely,
/J
V'-t:-z ~ ~ ~ .;-
Craig C. Chenevert, CTP A
Trust Officer
3 Sarnowski Drive
Glenville~ NY 12302 · (518) 381-3644
Elizabeth Key Mott - Rev. Trust
Ale #7010453442
Date of Death: November 12th, 2005
General Electric Co. - 2685 shares
$ 92,726.48
$ 48,369.61
$148,503.05
$ 4,041.69
TrustCo Bank Common Stock Fund
Trusteo Bank Fixed Inc6n1e Fund
Cash - Money Market (Principal)
Cash - Money Market (Income)
$ 48,938.14
TOTAL
$342,578.97
(.;,j
TRUST AGREEMENT
BETWEEN
ELIZABETH KEY MOTT
AND
TRUSTCO BANK
OF SCHENECTADY, NEW YORK
DATED: JULY 11, 2000
THIS AGREEMENT OF TRUST, executed this
II-#-
day of
~
~uly
, 2000, by and between ELIZABETH KEY MOTT, of 317
West Green street, Shiremanstown, Cumberland County, Pennsylva-
nia, hereinafter referred to as "SETTLOR", and TRUSTeO BANK, of
P.o. Box 1082, Schenectady, New York, hereinafter referred to as
"TRUSTEE".
ARTICLE I
TRUST
1.01 TRANSFER IN TRUST
The Settlor has transferred and delivered to the
Trustee the property described in Schedule nAil, which is attached
hereto and is made a part hereof, the receipt of which is hereby
acknowledged by the Trustee. It is understood that all property
transferred and delivered by the Settlor to the Trustee, as set
forth in Schedule "A", shall be deemed property owned by
ELIZABETH KEY MOTT. Such property and all other property trans-
ferred to and received by the Trustee to be held pursuant to this
trust shall constitute the "Trust Estate" and shall be held,
administered and distributed by the Trustee as hereinafter
provided.
1.02 ADDITIONS TO TRUST ESTATE
The Settlor, either during her life or by will at her
death, or any other person, shall have the right at any time to
add other property acceptable to the Trustee to the trust. Such
property, when received and accepted by the Trustee, shall become
part of the Trust Estate.
ARTICLE II
REVOCATION OF TRUST
2.01 REVOCATION DURING LIFE OF SETTLOR
During the life of the Settlor, this trust may be
amended, altered, revoked or terminated, in whole or in part, or
any provision hereof, by an instrument in writing signed by the
Settlor and delivered to the Trustee.
2.02 DETERMINATION OF SETTLOR
Settlor shall have the right to determine whether
Trustee is to retain complete investment discretion or whether
Trustee shall be required to consult with Settlor concerning any
changes to be made in the investment portfolio.
2.03 CONSENT OF TRUSTEE TO AMENDMENT
The trust may not be amended to change the obliga-
tions, duties or rights of the Trustee without the written
consent of the Trustee to such amendment.
2.04 TRUSTEEIS DUTIES ON REVOCATION
If the entire trust is revoked by the Settlor, the
Trustee shall transfer to the Settlor all of the Trust Estate and
shall execute and deliver to the Settlor all instruments which
are necessary or appropriate to release all interests of the
Trustee in the trust.
2.05 IRREVOCABILITY OF TRUST ON DEATH OF SETTLOR
From and after the death of the Settlor the trust
created hereby shall become irrevocable and shall not be altered
or amended.
2
ARTICLE III
DISTRIBUTIONS BY TRUSTEE
3.01 NET INCOME TO SETTLOR
During the life of the Settlor, the Trustee shall pay
to or apply for the benefit of the Settlor in quarterly or other
convenient installments all of the net income from the Trust
Estate unless otherwise directed in writing by the Settlor. Any
undistributed income will be added to principal.
3.02 INVASION OF PRINCIPAL FOR SETTLOR
The Trustee may pay to or apply for the benefit of the
Settlor, in addition to the net income from the Trust Estate,
such amounts from the principal of the Trust Estate, up to the
whole thereof, as the Trustee in its discretion may from time to
time deem necessary or advisable for the Settlor's use and
benefit or as the Settlor may from time to time request in
writing. If at any time or times the Settlor is under a legal
disability, or by reason of illness or mental or physical dis-
ability is, in the opinion of the Trustee, as certified by
Settlor's personal physician, unable to manage her affairs, the
Trustee shall use the income and such part or all of the prin-
cipal of the Trust Estate as it deems necessary or advisable, in
such manner as it deems best, for the care, support, comfort and
maintenance of the Settlor, or for any other purpose the Trustee
deems to be in the best interest of the Settlor.
3.03 PAYMENT TO SETTLOR'S ESTATE
On the date of death of the Settlor, Trustee shall pay
out of the income or principal of the Trust Estate, at its
3
discretion, the expenses of the funeral and burial, including a
grave site, marker and perpetual care, if deemed appropriate, of
the Settlor, along with any and all lawful and necessary adminis-
tration expenses and Federal and state Inheritance taxes due,
unless the Trustee determines that other adequate provisions have
been made for such expenses. Said payment or payments shall be
made to Settlor's estate.
3.04 TERMINATION
After the death of the Settlor and payment of the
expenses, if any, of her last illness, funeral and burial, and
other expenses authorized by this Trust Agreement, this Trust
Agreement shall be deemed terminated and the Trustee shall
distribute all the rest, residue and remainder of all principal
and accumulated income, in equal shares, to the following named
individuals: BARBARA ANN DOBIE, SHELLY MOTT VERBER, MARIA MOTT
SEFEROVICH, REBECCA MOTT MAGUIRE and HOWARD OTIS MOTT, JR.
Should any of these individuals predecease me, I direct that
their share under this Trust pass to their issue per stirpes by
representation, and if there be a failure of same, then I give
and bequeath such deceased individual's share to those surviving
individuals specifically named herein, in equal shares.
ARTICLE IV
POWERS OF TRUSTEE
4.01 RETAIN INVESTMENTS OF SETTLOR
The Trustee is authorized to retain in the trust for
such time as it may deem advisable any property, including shares
4
of its own stock, received by it from the Settlor, whether or not
such property is of the character permitted by law for the
investment of trust funds, and to operate at the risk of the
Trust Estate any business or property received by it from the
Settlor.
4.02 MANAGEMENT OF TRUST PROPERTY
The Trustee shall with respect to any and all property
which may at any time be held by it in trust pursuant to this
Agreement, whether such property constitutes principal or accumu-
lated income of any trust provided for this Agreement, have
power, exercisable at the Trustee's discretion at any time and
from time to time on such terms and in such manner as Trustee may
deem advisable, to:
(A) Sell, convey, exchange, convert, improve, repair,
manage, operate and control;
(B) Lease for terms within or beyond the term of any
trust provided for in this Agreement and for any purpose, includ-
ing exploration for and removal of gas, oil, and other minerals;
and enter into any covenants and agreements relating to the
property so leased or any improvements which may then or there-
after be erected on such property;
(C) Encumber or hypothecate for any trust purpose by
mortgage, pledge or otherwise;
(D) Carry insurance of such kinds and in such amounts
at the expense of the trusts provided for in this Agreement as
the Trustee may deem advisable;
5
(E) Commence or def~nd at the expense of any trust
provided for in this Agreement such litigation with respect to
any such trust or any property of the Trust Estate as it may deem
advisable;
(F) Invest and reinvest. the trust funds in such
property as the Trustee may deem advisable, whether or not of the
character permitted by law for the investment of trust funds,
specifically including, but not by way of limitation, interests
in any common trust fund or funds now or hereafter established
and administered by the Trustee solely for the investment of
trust funds;
(G) Vote and give proxies to vote any securities,
including stock of the Trustee, held by it in trust pursuant to
this Agreement, having voting rights;
(H) Pay any assessments or other charges levied on
any stock or other security held by it in trust pursuant to this
Agreement;
(I) Exercise any subscription, conversion or other
rights or options which may at any time attach, belong or be
given to the holders of any stocks, bonds, securities or other
instruments held by it in trust pursuant to this Agreement;
(J) Subject to any limitations expressly set forth in
this Agreement and the faithful performance of its fiduciary
obligations do all such acts, take all such proceedings, and
exercise all such rights and privileges as could be done, taken
or exercised by an absolute owner of the trust property.
6
~
4.03 POWER TO BORROW MONEY
The Trustee shall have the power to borrow money from
any person, firm or corporation, for any trust purpose on such
terms and conditions as the Trustee may deem proper and to
obligate the trust to repay such borrowed money.
4.04 POWER TO LOAN MONEY TO TRUST
The Trustee is authorized to loan or advance its own
funds to the trust for any trust purpose at the rate of interest
being charged by the Trustee at the time such loan or advance is
made to other persons having a net worth equal to that of the
Trust Estate for similar loans or advances. Any such loan or
advance, together with the interest accruing on such loan or
advance, shall be a first lien against and shall be repaid from
the Trust Estate.
4.05 DEALINGS WITH SETTLOR'S ESTATE
The Trustee is authorized to purchase securities or
other property from and to make loans and advancements from the
Trust Estate with or without security to the executor or other
representative of the Settlor's estate.
4.06 MANNER OF HOLDING TRUST SECURITIES
The Trust may hold securities or other property
subject to this Agreement in its name as Trustee under this
Agreement, in its own name without a designation showing it to be
Trustee under this Agreement, in the name of its nominee, or the
Trustee may hold such securities unregistered in such condition
that ownership will pass by delivery.
7
4.07 DETERMINATION OF PRINCIPAL AND INCOME
Except as otherwise specifically provided in this
Agreement, the Trustee shall have full power and authority to
determine, in its discretion,. what shall constitute principal of
the Trust Estate, gross income from the Trust Estate and net
income of the Trust Estate distributable under the terms of this
Agreement.
4.08 TAXES AND EXPENSES OF TRUST
All property taxes, assessments, fees, charges and
other expenses incurred by the Trustee in the administration or
protection of the trusts created by this Agreement, including the
compensation of the Trustee provided for in this Agreement, shall
be a charge on the Trust Estate and shall be paid by the Trustee
prior to final distribution of the Trust Estate in full out of
the principal or in full out of the income of the Trust Estate,
or partially out of the principal and partially out of the income
of the Trust Estate, in such manner and proportions as the
Trustee may deem advisable.
ARTICLE V
ADMINISTRATIVE PROVISIONS
5.01 UNDISTRIBUTED INCOME ON TERMINATION
OF BENEFICIAL INTEREST
Whenever the right of any beneficiary to payments from
the net income or principal of the Trust Estate shall terminate,
either by reason of death or other cause, any accrued or undis-
8
tributed net income from the Trust Estate undistributed by the
Trustee on the date of such termination shall be held, adminis-
tered and distributed by the Trustee in the same manner as if
such income had accrued and been received by the Trustee after
the date such beneficiary's right to receive payments from the
trust terminated.
5.02 OTHER INCOME OF BENEFICIARY FOR
DISCRETIONARY PAYMENTS
In exercising its discretionary authority under this
Agreement to make payments to or for the benefit of any benefi-
ciary from the net income or principal of the Trust Estate, the
Trustee shall take into consideration any income or other means
of care, maintenance, support or education available to such
beneficiary from sources outside the trust that may be known to
the Trustee.
5.03 SPENDTHRIFT PROVISION
Except as otherwise 'expressly provided in this Agree-
ment, no beneficiary of any trust provided for in this Agreement
shall have any right, power or authority to alienate, encumber or
hypothecate his or her interest in the principal or income of
such trust in any manner, nor shall such interest of any benefi-
ciary be subject to claims of his or her creditors or liable to
attachment, execution or other process of law.
5.04 PAYMENTS TO INCOMPETENTS
In any case where payment is to be made to an incompe-
tent, the Trustee may make such payment to the guardian for the
person of such incompetent.
9
5.05 EXERCISE OF POWERS BY INCOMPETENT
Unless otherwise specifically provided in this Agree-
ment, all powers granted to any person by the provisions of this
Agreement may be exercised by such person at any time during his
or her life, except that if a guardian for the person or estate
of any such person has been appointed by a court of competent
jurisdiction then neither such person nor any such guardian shall
have any power to exercise any powers granted such person by any
provision of this Agreement.
5.06 DEFINITION OF "INCOMPETENT" AND "INCOMPETENCY"
The terms "incompetent", "incompetency" or other words
of similar import shall be construed as used in this Agreement to
refer to all cases where a guardian for the person or estate of
any person having rights under this Agreement has been appointed
by a court of competent jurisdiction for any reason except
minority of such person. Any person having rights under this
Agreement shall be deemed "competent" and his or her "competency"
shall be unquestioned by the Trustee until a court of competent
jurisdiction has appointed a guardian for the person or estate of
such person.
5.07 DISTRIBUTION IN KIND OR IN CASH
On any final or partial distribution of the assets of
the Trust Estate the Trustee may distribute or divide such assets
in kind or make distribution or division in cash or partly in
cash and partly in kind.
10
5.08 TAX PROVISION
If upon the death of the Settlor any inheritance,
estate, transfer or succession taxes are assessed against or by
reason of the assets of this trust or the interest of any benefi-
ciaries thereof, the Trustee shall pay such taxes, including any
interest and penalties thereon, out of the principal of the trust
estate as a whole, or make provision for such payment. If any
such tax is assessed in part by reason of this Trust Estate and
in part by reason of other property, the Trustee shall pay that
proportion of the total tax which the assets of this trust bear
to the total property taxed, taking into consideration deduc-
tions, exemptions and other factors which it deems. pertinent, and
the judgment of the Trustee as to what is a fair and reasonable
apportionment shall be conclusive upon all parties interested in
this Trust Estate.
ARTICLE VI
RESIGNATION AND COMPENSATION OF TRUSTEE
6.01 RESIGNATION OF TRUSTEE
The Trustee shall have the right to resign at any time
and on such resignation, the Settlor shall appoint a successor
Trustee. In the event of the failure, refusal or inability of
the Settlor to appoint such a successor Trustee, the Trustee or
any beneficiary of any trust provided for in this Agreement may
secure, at the joint expense of all trusts provided for in this
11
Agreement and then in existence, the appointment of a successor
Trustee by a court of competent jurisdiction.
6.02 RIGHTS AND POWERS OF SUCCESSOR TRUSTEE
Any successor Trustee app~inted as provided in section
6.01 of this Agreement because of the death, resignation or other
act of the Trustee shall, on such appointment being made,. immedi-
ately succeed to all title of the Trustee of the Trust Estate and
to all powers, rights, discretions, obligations and immunities of
the Trustee under this Agreement with the same effect as though
-such successor were originally named as Trustee in this Agree-
ment.
6.03 COMPENSATION OF TRUSTEE
The Trustee shall be compensated for services rendered
under this trust in accordance with its schedule of fees for
services in effect at the time services are rendered.
6.04 BOND
No bond shall be required of the original Trustee
he~eunder or of any successor Trustee. If a bond is required by
law, no surety shall be required on such bond.
6.05 ANNUAL ACCOUNTING
The Trustee shall make an annual accounting to the
primary beneficiary or beneficiaries of the trust created by this
Agreement. The accounting shall include a report of the
receipts, disbursements and the distributions since the last
accounting, and the status of the principal and any undistributed
12
income on hand at the date of the accounting. The approval of
any account by such primary beneficiary or beneficiaries shall be
final and binding upon all persons as to the matters and trans-
actions shown in that account. Notwithstanding the foregoing,
th~ Trustee may at any time apply for judicial settlement of the
accounts. Any primary beneficiary shall have the right to
inspect the books and records of the Trustee relating to the
trust, and the Trustee shall make such books and records avail-
able for inspection by beneficiary, or by the representative of
such beneficiary, at all reasonable hours.
ARTICLE VII
CONSTRUCTION OF TRUST
7.01 APPLICABLE LAW
The trust created by this Agreement has been accepted
by the Trustee who is located in the state of New York, will be
administered by the Trustee in New York, and the validity,
construction and all rights under this Agreement shall be
governed by the laws of the state of New York.
7.02 INVALIDITY OF ANY PROVISION
Should any provision of this Agreement be or become
invalid or unenforceable, the remaining provisions of this
Agreement shall be and continue to be fully effective.
IN WITNESS WHEREOF, the Settlor has hereunto set her
hand and seal and the Trustee has caused the execution hereof by
13
its President and affixing and attesting of its corporate seal
the day and year first above written.
WITNESS:
LkPho
( (~
ATTEST:
~/f!fU- By:
/~//1rs~?ftd K&! Ikfdtz=f-
q~ --4 ~ (SEAL)
ELIZABETH KEY MOTT .
TRUSTeo BANK
14
SCHEDULE "A"
(To Be Completed)
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
On this, the !/~ day of ~~ , 2000,
before me, the undersigned officer, p~soJallY appeared ELIZABETH
KEY MOTT, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument and acknowl-
edged that she executed same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and
official seal.
~(]~ ~h~
N tary PublJ. t'
My Commission Expires:
Notarial Seal
Lisa A. Kishbaugh, Notary Public
Shiremanstown Boro, Cumberland County
My Commission Expires Apr. 6, 2003
STATE OF NEW YORK
COUNTY OF ..Jck..,Je.chsJ'I
On this, the 11./* day of JCi..J1 ' 2000,
before me, the undersigned officer, personally appeared MARY
SLATER, known to me (or satisfactorily proven) to be the person
whose name is subscribed as Trust Manager, and who acknowledges
herself to be the Trust Manager of TRUSTCO BANK, and that as such
officer, being authorized to do so, executed the within
instrument for the purposes therein contained.
SSe
IN WITNESS WHEREOF, I
official seal.
have hereunto set my hand and
~~
Notary ~~C
My ConunJ.ss J.on Expires: ;1.. -yo .'0 .l-
lOIS J. BALCOM
otary Public in the ~ of MP:r .,..
ReaJdlng In S:4 ~ ~
My CommiIIkM ~..... 10. .,~t:-
REV-1151 EX+ (12-99)
~
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mott, Elizabeth Key
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-05-1074
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
16,921.37
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Barbara Ann Dobie
Social Security Number(s) / EIN Number of Personal Representative(s):
049-24-7520
Street Address 317 West Green Street
City Shiremanstown State
Year(s) Commission paid 2006
PA
Zip 17011
1,000.00
2.
Attorney's Fees
Bogar & Hipp Law Offices
12,675.00
3. Family Exemption: (If decedent's address is not t~e same as claimant's, attach explanation)
Claimant
Street Add ress
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
360.00
5.
Accountant's Fees
Greenawalt & Company, P.C.
345.00
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
1,293.65
TOTAL (Also enter on line 9, Recapitulation)
32,595.02
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
Mott, Elizabeth Key
FILE NUMBER
21-05-1074
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Parthemore Funeral Home, Inc. - Funeral
12.037.15
2
TEK Cuisine, Inc. - Funeral Luncheon
4.884.22
Subtotal
16.921.37
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
Mott, Elizabeth Key
IFILE NUMBER
21-05-1074
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal - Executor1s Notice
75.00
2
Linden Hall Antiques - Personal property appraisal
85.00
3
Patriot-News - Executor1s Notice
103.65
4
Register of Wills - Filing Fee-Pa. Inheritance Tax Return and Inventory
30.00
5
RESERVES: - Costs to conclude administration of Estate including filing fee for
. First & Final Account and preparation of Fiduciary Income Tax Returns
1.000.00
Subtotal
1.293.65
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mott, Elizabeth Key
FILE NUMBER
21-05-1074
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Internal Revenue Service - 2005 Personal Income Tax
VALUE AT DATE
OF DEATH
113.00
2 Messiah Village - Final Bill
946.89
3 Pennsylvania Department of Revenue - 2005 Personal Income Tax
161.00
4 SunTrust Mortgage, Inc. - One-half (1/2) outstanding balance of Mortgage Loan
Number 0140526195 on date of death. Date of death principal balance was
$39,588.91
19.794.45
TOTAL (Also enter on Line 10, Recapitulation)
21,015.34
(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 I (Rev. 6-98)
\111.
SUNTRUST-
MORTGAGE
SunTrust Mortgage, Inc.
Post Office Box 26149
Richmond, VA 23260-6149
Toll Free 1-800-634-7928
www.suntrustmortgage.com
March 2, 2006
James D. Bogar
Attorney at Law
1 West Main Street
Shiremanstown, Pennsylvania 17011
Re: SunTrust Mortgage Loan Number: '0140526195
Dear Mr. Bogar:
This letter is in response to your correspondence concerning the above mortgage loan. We appreciate
any chance to be of service.
As of March 1, 2006 the principal balance was $38,822.28. At the time of Ms. Mott death on
November 12, 2005 the principal balance was $39,588.9].
Enclosed is a copy of a payment history for your review.
If you have any questions or need further assistance, please call our Customer Service Department at
1-800-634-7928, Monday through Friday from 8:00 a.m. to 6:00 p.m. Eastern Time.
~~erelY,
~~
"e,x,rell Har69
Customer Relations Department
Enclosure
REV-1513 EX+ (9~O)
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SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Mott, Elizabeth Key
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
I FILE NUMBER
21 ~05-1 074
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
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 11- 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:
Elizabeth Key Mott 095-20-1869 11/12/2005
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship. (Words) ($$$)
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LAST~LLANDTESTAMENT
OF
ELIZABETH KEY MOTT
I, ELIZABETH KEY MOTT, of the Borough of Shiremanstown,
Cumberland County, Pennsylvania, make, publish and declare this
as and for my Last will and Testament, hereby revoking all other
wills and Codicils heretofore made by me.
FIRST: I give and bequeath my household furniture and
furnishings, my personal effects, jewelry, and all other tangible
personal property, including my automobile, and excluding all
cash, bank accounts of whatever nature, certificates of deposit,
stock, bonds and other like securities, to BARBARA ANN DOBIE, for
her use during her life and as long as she continues to reside at
317 West Green street, Shiremanstown, Cumberland County, Pennsyl-
vania. Upon the death of BARBARA ANN DOBIE or upon her no longer
continuing to reside at 317 West Green street, Shiremanstown,
Cumberland County, Pennsylvania, I give and bequeath my household
furniture and furnishings, my personal effects, jewelry, and all
other tangible personal property, including my automobile, and
excluding all cash, bank accounts of whatever nature, certifi-
cates of deposit, stock, bonds and other like securities, in
equal shares, to SHELLY MOTT VERBER, my niece, MARIA MOTT
SEFEROVICH, my niece, REBECCA MOTT MAGUIRE, my niece, and HOWARD
OTIS MOTT, JR., my nephew, provided that should any of these
individuals predecease me, I give and bequeath their share under
this Clause, to their issue per stirpes by representation, and if
there be a failure of same, then I give and bequeath such
deceased individual's share to those surviving individuals
specifically named in this Clause, in equal shares. It is my
wish that said division be done in equal shares as nearly as is
possible with said arrangements for division to be handled
directly among the individuals named in this Clause. Any items
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of personal property so mentioned herein not claimed shall be and
become a part of my residuary estate to be disposed of as set
forth hereinbelow.
BARBARA ANN DOBIE shall not be required to give bond
for the safekeeping of any property passing to her under this
Clause nor shall she be liable for any loss, damage or
destruction of same no matter how it might occur.
SECOND: I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, in
equal shares, to SHELLY MOTT VERBER, MARIA.MOTT SEFEROVICH,
REBECCA MOTT MAGUIRE and HOWARD OTIS MOTT, JR., provided that
should any of these individuals predecease me, I give and be-
queath their share under this Clause SECOND, to their issue per
stirpes by representation, and if there be a failure of same,
then I give and bequeath such deceased individual's share to
those surviving individuals specifically named in this Clause
SECOND, in equal shares.
THIRD: In addition to all powers granted to them by
law and by other provisions of this will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(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 terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
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sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(e) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit Sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTH: 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 my residuary estate.
FIFTH: All interests hereunder, whether principal or
3
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income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTH: I nominate and appoint BARBARA ANN DOBIE,
Executrix 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 BARBARA ANN DOBIE, I nominate and appoint
JAMES D. BOGAR, of Shiremanstown, Pennsylvania, Executor of this,
my Last will and Testament. I direct that my Executrix or
Executor, as the case may be, and their successors, shall not be
required to post security or a bond for the performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this // ~ day of
C?~
, 2000.
~~~~
ELIZABETH KEY OTT
(SEAL)
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
d/~/}6~
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Address
Address
4
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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21-05-1074
Date of Death 11/12/2005
Social Security No. 095-20-1869
Estate of Elizabeth Key Mott
also known as
Barbara Ann Dobie
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. l!We verify that the statements made in this Inventory
are true and correct. l!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.
Attorney:
James D. Bogar
Personal Representative .:---) _
Signature: ~~ ,J::::J~
Barbara Ann Dobie
1.0. No.:
19475
Signature:
Signature:
Firm: Bogar & Hipp Law Offices
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
Address: 317 West Green Street
Shiremanstown, PA 17011
Telephone:
Dated:
3/ ():;;,)O ~
Personal Property
Cash.............................................................................................. .
Personal Property..... ... ............. ....... ... ...... .... ...... .... .... ..... .... ..... ....
S toc ks/L isted . ... . .. ........ ..... ..... .... ... .... . . ..... .. . . ... . . .. ...... .. ............. . .....
Stocks/Closely Held ... ..... ......... ........ ............. .... ...... .......... ....... .....
Bonds........................................ .....................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property. ........ ...... ............ ......... .................. .............. .....
5,57~~83
1 ,305~0()~;
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Total Personal Property.........................................
6,877.83
Total Real Property................................................
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
state of
Elizabeth Key Mott
No.
21-05-1074
so known as
I Deceased
Date of Death 11/12/2005
Social Security No. 095-20-1869
ash
Capital BlueCross - Premium Refund
115.60
Commerce Bank - Savings Account No. 616164662, date of death balance
$4,901.75, accrued interest $1.48
4.903.23
Hilliard, Lyons, Inc. - Retirement Distribution
500.00
Mid-Atlantic Insurance Group - Insurance Refund
54.00
Total Cash
5.572.83
ersonal Property
Personal Property - Value as listed on attached appraisal
1 .305.00
Total Personal Property
1.305.00
:d\t\ona\ sheets if necessary)
Total Personal Property and Real Estate
6.877.83