HomeMy WebLinkAbout94-00661
. .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE
SPACES.
YES NO
1. Did decedent meke a transfer ands
a. retain the use or income of the property transfsrred, X
b. retain the right to designate who shall use the property transferred
or its income, X
c, retain a reversionary interest, or, X
d. receive the promise for life of either payments, benefits or care? X
2. If death occurred on or before December 12, 1982, did decedent within two
years preceding death transfer property without receiving adequate
consideration? If death occurred after December 12, 1982, did decedent
transfer property within one year of death without receiving adequate
consideration?
3. Did decedent own an 'in trust for' bank account at his or her death?
X
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.- ...
-
\'IIJ,L
I, Harold II. \'lise, of the BoroU[lh of Nt. Holly Springs,
Cumberland County, P/I. make this my will and revoke all wills and
codicJ..ls to I,tills heretofore made by me.
1. I give $1,000.00 to St. Johns Lutheran Church of Boiling
Springs, Pennsylvania.
2. I give my motor vehicles and insurances thereon to my
wife, Anna Marie Wise.
3. I give the remainder of my estate, real, personal, and
mixed, to my wife, Anna Marie Wise if she is living 30 days after
my death; otherwise, I give the same to my children, George F.
Wise, and Kay Wise Rhinehart, in equal shares.
4. I appoint Cumberland County National Bank and Trust
Company ( Mt. Holly Springs"Branch ) guardian of any property
passing to a person under 21 years of age under this will or
otherwise. It shall have the power to use principal and income
thereof for the benefit of any such person until that person
reaches 21 years of age as it in its sole discretion decides,
and in the same manner as I could have if living. Payments by it
to anyone shall be a sufficient discharge of its responsibility
in connection therewith.
5. I appoint my wife, Anna Marie Wise, executrix to settle
my estate. If she fails to qualify or ceases to act as such I
appoint my son, George F. Wise, executor to settle my estate. If
neither of them survive me I appoint the Cumberland County
National Bank and Trust Company ( Mt. Holly Springs Branch)
executor to' settle my estate. And I direct that the services of
Marion R. Lower, Attorney at Law, of Carlisle, Pennsylvania, be
used in the settlement of my estate.
x "I : / '1 '/':" '
If ,-IM-!df.. tZ.- ~j/r .<.<1_':'" SEAL
HAROLD II. WISE
Signed, sealed, published and declared by Harold
the ~tithin testator, as his last will in ~he presence
. ". ," . .
iJ."" ......... ..,.;'1,.w....., ....... ..-.. 1...-................, ......... -'0 ........ I...............~..."-~
have subscribed our names as witnesses thereto.
May 1,
1986
II. Wise,
of us, who,
v.' ...",~;l vther,
'. -'") I
(\ 'I aJU-l1.",':I\ . l,~, \"u.{J"I...,_
Marion H. Lower
..h-ef[ ~.,,-- >y,. YJ'~<--,/'7.,; 'J l t- < '
I .
'.
;) ,J-,-:;
\ REV-1S47 EX AFP 108-94*
CO""OHWEAlTH OF PEHHSVlY'~IA
DEPAATHENT OF REYENUE
BUREAU Of INDIYIDUAl TAMES .
DEPT. ZB06DI
IIARRlSIIURC, PA 17IZS.D6DI
ESTATE OF
DATE OF DEATH 12-13-93
[,
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT. ALLOWAIICE OR DtSALLOWANCE
OF DEDUCTIONS AND ASSESSHENT DF TAM
DATE 11"28-94
FILE NO.
COUNTY
CUMBERLAND
NOTE I TO INSURE PROPER CREOIT TO YDUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
WAYNE F SHADE ESQ
5 S HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
AltDunt RanUt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~..
iiE-\i:is'4-j-ix-iiF'I'--iiiii:94"i"iioYici--oF-YNHiiiif;.ifci!-YAiniP"PRiiisii(Eii:r;-ALi"OW;.NCi!-iiR--m--mm----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WISE HAROLD A FILE NO.21 94-0661 ACN 101 DATE 11-28-94
TAM RETURN WAS. I XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R.al Est.t. ISchadul. ^) (1)
2. stock. end Bonds (Sch.dule B) (2)
3. CID.el~ Held Stock/Partnarship Intarest (Schedule C) (3)
4. Hartgagas/Not.. Receivable ISchadula D' I~)
S. C..h/Sank Deposits/HI.c. Personal Property (Schedul. EJ (51
6. Jointly Owned Proparty (Schedul. F) (6.
7. Tranlferl ISchedul. G) (7)
8. Total ASI.tl
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.,. COltl/Hilc. Expanse. (Schedule H) (9)
10. Debt./Hortgage Liabilitia./Liens (Schadula I) liD'
11. Total Daductions
12. Nat Valua of Tax Aeturn
13. Charitabla/Goyarn.,ant.l Baqua.t. (Schedule JJ
14. Nat Value of Estata Subject to Tax
NOTE:
If an assassmant was issuad praviously, linas
raflact figuras that includa tho total of ahh
ASSESSMENT OF TAXI
IS. A.,aunt of Llna 14 at Spau.al rat.
16. Anount of Lin. 14 taxabla at Lineal/CI..s A rate
17. Anount of Line 14 taxable at Collateral/Cia.. B rata
18. Principal Tax Due
I CHANGED
.00
...2!!..
.00
.00
-j, 079.72
.00
.00
cal
4.079.72
5.475.50
.00
IllI
1121
IUI
ll~)
1i.~71i IiO
1,395.78-
.00
1.395.78-
14, IS and/or 16, 17 and 18 will
rsturns assassad to data.
llS)
1161
1171
TAX CREDITS:
PAYHEHT
DATE
RECEIPT
NUHBER
DISCDUNT C'I
INTEREST I-I
.00 M ,00.
.00 M .06.
.00 M .15.
1181
.00
.00
.00
.00
AHOUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER DATE INDICATEO. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN '1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-:
,,_'U
RESERVATIOHl E.t.te. of deced.nt. dving an or bafare Oacaabar 12, 1982 -- if any future intere.t In the e.tete i. tran.f.rred
in pa.....ian or snJav.ent to Cle.. a (call.t.ral) b.neficlarle. of tha d.ced.nt .ft.r the e.plratlan of anv e.tat. far
Ilf. or far v..r., the Ca..onwaalth harebv e.pr...lv re..rv.. the right to appral.a and ...... tran.f.r Inh.rltance Ta.e.
at the lawful ct... . (callataral) rat..on anv .uch future Int.r..t.
PURPOSE OF
HOTICEl To fulfIll the r.qulr..ant. of S.ctlan 21~0 of the Inherltanc. and E.t.te rax Act, Act 22 of 1991. 72 P.S.
Sectlon 2140.
PAYHEHTl
Detach the top portIon of thl. Hotlca and .ubalt with vaur pay..nt to the R.gi.t.r of Will. printed on the r.ver.e .Id..
--Hak. check or aon.v order peVlbl. tal REGISTER OF MILLS, AGENT
All pey.ent. receiv.d .hlll 'Ir.t ba .pplied to anv Int.r..t ~hlch .av be dua ~Ith anv re..lnd.r .ppll.d to the ta..
REFUHD ICR)l A r.fund of . t.. cr.dlt, ~Ich wa. not reque.tad on thl Tax Raturn, ..y ba requ..t.d by coepletln~ an "Application
for Ra'und of P.nn'vlvanle Inharltanc. and E.tate Ta." IREV-1111). Application. ar. avallabla at the Offlc.
of tha R.gI.tar of WIll., anv of the 21 Rav.nul Ol.trlct O'flca., or bv calling tha .p.cl.1 2~-hour
an.w.ring ..rvlce nueber. for far.. ord.rlngl In P.nn'Vlvanla 1-800-562-2050, out. Ide penn.vlvanla and
withIn local Harrl.burg area (717) 117.aD9~, TOO' (717) 712-2252 IHaarlng lepalred Only).
OBJECTIONSI Anv party In Intere.t not .atl.fl.d wIth the .ppr.I....nt, .llawanca or dl.allowanc. of d.ductlon., or ........nt
of ta. (Including dl.caunt or Int.r..t) a. shawn on thl. Hotlce lU.t abJ.ct ~Ithln .Ixty 160) day. of racalpt of
thlt Hotlca bYl
--wrltt.n prot..t to tha PA Oepart..nt of R.v.nu., loard of App.als, DEPT. Z11021, Harrl.burg, PA 17128-1021, OR
--al.ctlon to have tha .atter d.hraln.d at audit of the account of the p.rsonal repr..ant.tlv., DR
--appaal to the Orphan.' Court.
ADHIN
ISTRATlVE
CORRECTIONSl
Flctual .rror. dl.cav.rad an thl. ........nt .hould b. .ddr....d In wr~tlng tal PA D.parta.nt of R.v.nua,
Bur.au of Individual TIX.', ATTNl Po.t A.......nt R.vlew Unit, DEPT. ZaD6Dl, H.rrl.burg, PA 17121-0601
Phone (717) 717.6S05. S.. pag. 5 of the bookl.t "In.tructlan. for Inh.rltance T.. A.turn for I R..ld.nt
Oacadent" (REV-1501) for an ..plan.tlon of .dalnl.tratl~'IY corr.ctabla .rror..
If any tax due I. Plld within thr.. (5) calendar .onth. .ft.r the d.c.d.nt'. d.ath, . fl~. p.rc.nt 15~) dl.count of
the ta. paid I. allowed.
.DISCOUHTI
INTERESTs
Int.ra.t I. charg.d b.glnnlng with flr.t day of d.llnquency, or nln. (9) eonth. Ind ana 11) day frol the d.t. of
d.ath, to the det. of pay..nt. T.... which b.c... d.llnquant b.for. January I, 1912 b~.r Int.r..t .t the rlta of
.1. (6~) p.rc.nt plr annul c.lculat.d at e dally rate of .ODOI6~. All t.... which bac..e d.llnqu.nt on .nd .fter
Janu.ry I, 1982 will b.er Int.ra.t It a r.t. which will vary fro. cal.ndar year to c.l.nd.r yaar with th.t r.ta
announcad by the PA Dapart..nt of A.venu.. Th. .ppllc.bla Jnt.r..t rat.. far 1982 through 199~ arel
!!!! Intlr..t Rat. Deily Intlrnt Fector ~ Illt.r..t Ret. Oallv Inter..t Factor
1912 20~ .000541 1986 IO~ .000274
1985 16~ .000438 1987 .~ .000U7
191~ 1I~ .000301 1988-1991 IU .000301
1985 U~ .OO03S6 1992 .~ .000247
1995-1994 ,. .000192
ulnt.r..t l. C8lcullted .. followll
INTEREST a BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--Anv Notlc. 1.lu.d after the ta. b.co... dellnqu.nt will r.fl.ct en Int.r..t c.lculatlan to flft.an (15) day.
b.yond the data of the ........nt. If Ply..nt ). .ad. aft.r the Int.r..t co.putatlon d.te .hown on the
Hotlcl, addltlan.1 Inter..t lU.t be calcul.ted.