HomeMy WebLinkAbout97-00811
LAST WILL AND TESTAMENT OF
GEORGE J. HUTT
I, George J. Hutt, of West Pennsboro Township, Cumberland
county, Pennsylvania, declare this to be my La at will and
Testament and revoke all Wills and Codicils previously made by
me.
ITEM II I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
atter my decease as a part of the expense of the administration
of my estate.
ITEM III I bequeath any automobiles or motor vehicles I may
own at my death, my personal effects, such household goods if any
as may be my individual property and not the property of my wife
or owned jointly by me with her, and other tangible personal
property of like nature (not including cash or securities),
together with any existing insurance thereon, to my wife,
Liidia A. Hutt, providing she survives me by thirty (30) days.
Should my said wife predecease me or die on or before the
thirtieth day following my death, I bequeath such tangible
personal property and insurance thereon to my brother-in-law,
Elmar Liivet, providing he survives me by thirty (30) days. I
direct that any of the foregoing articles not selected by my said
brother-in-law shall be sold at public or private sale by my
personal representative(s), and I rur.ther direct that the net
proceeds thereof shall be administered and dlstrJ.buted as part of
the residue of my estate.
ITEM 1111 If my said wife survives me (and for the purpose
of this Item III, I direct that my said wife shall be presumed to
have survived me unless it appears unmistakably that she
predeceased me), and if the Federal Estate tax falling due
because of my death will be reduced by making thts gi
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least amount of assets in my estate that qualify for. the marital
deduction as wi.ll be sufficient to reduce the Federal Estate tax
to the lowest possible figure after taking into account the
unified credit and all other credits and deductions available to
my estate for Federal Estate tax purposes. Accordingly, I
direct:
A. If the marital deduction, or any similar benefit
available under the Federal Estate tax law in effect when I die,
is allowable with respect to any property, including property
held by the entireties, which my said wife has received prior to
my death or at my death will receive otherwise than pursuant to
this Item III, the value of such property shall be taken into
consideration in calculating the size of the gUt under this
Item III.
B. No assets nor proceeds of any asset ineligi.ble for
the marital deduction, or any similar benefit, and no assets nor
proceeds of any asset with respect to which any tax credit or
deduction shall be available because it shall be subject to both
Federal Estate and Federal Income taxes (except to the extent
that such allocation is necessary to reduce Federal Estate taxes
in my estate) shall be allocated to the gift under this Item III.
~. cash, securities and other property, including real
estate and interests therein, may be allocated to the gift under
this Item III.
D. Any property included in my estate at the time of
my death and allocated in kind under this Item III shall be
valued for thut purposa at the value thereof as finally
determined for Federal Estate tax purposes; provided further,
that the aggregate fair market value of such property, including
cash, on the date or dates of allocation to the gift under this
Item III, plus the value as finally determined for Federal Estate
tax purposes of all other property qualifying for the marital
deduction, shall amount to no less than the value of the marital
deduction as finally determined for Federal Estate tax p
I
E. If any provision of my last Will shall result in
depriving my estate of the marital deduction for Federal Estate
tax purposes, such provision is hereby revoked, and my last Will
shall be read as if any portion thereof inconsistent with the
allowance of the marital deduction for Federal Estate tax
purposes is null and void.
ITEM IVI I devise and bequeath the residue of my estate of
every nature and wherever situate to the Trustee of that certain
Trust created by me with Farmers Trust Company, of Carlisle,
, -.1
Pennsylvania, on the ~," day of October, 1990, to have and to
hold, IN TRUST, for the uses and purposes and subject to the
terms and provisions thereof, including any alterations or
amendments thereto, or any other trust which may hereafter be
substituted therefor.
ITEM VI All Federal, state and other death taxes payable
because of my death, with respect to the property forming my
gross estate for tax purposes, whether passing under this Will or
otherwise, inclUding any interest or penalty imposed in
connection with such taxes, shall be considered a part of the
expense of the administration of my estate and shall be paid out
of the principal of my residuary estate without apportionment or
right of reimbursement, provided that any or all bequests,
claims, taxes and expenses in connection with the settlement of
my estate may be paid from the assets of that certain Trust
referred to in Item IV hereof, including any alterations or
amendments thereto, or any other trust which may hereafter be
substituted therefor, as provided therein.
ITEM VII In addition to those powers given them by
fiduciaries acting under this Will, whether or not named
shall have all of the powers more fully set forth under
Paragraph 5 of that certain Trust referred to in Item IV hereof,
which said powers are incorporated herein by reference thereto,
applicable to all property, whether principal or income, /""'"'l
,/ /
exeroisable without court approval and effective until ctual / '
distribution of all property. (
law, all
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IlEPARTftlENT Of Rl:'Vl!NUE
DEP'T, ltOeOl
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I REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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5OCIAI. secvAfTY M.MIER DAT'E Of DEATH
o 8 0 - 2 I, - 2 ? 3. 4:' ~" "~t; "III '~"'<<9 7 '~i'l~ 'l.
("I...........) Sl..lMW<Q Sl'OUS"S -1\AST, fIRST, 1JIJ..xJU; 1N11N.) SOCIAl. sa:t.llny..-..
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11iIIREl1JllllllUlTllfUDlI_TEllITH1III '
REGISTER OF WlUS
ill
IIUTT. ..HUlA A.
!ill, OrIglnol RebJm
o 4, Limited Esfllfl
[]I C, Oocodent Died T..fIIfIIl_....ofMl
o 9, LIIlg.1Ion Proceeds Received
ntlS BE IIUST BECOIIPLETED.
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o 4.,FUbJllIlnIeresICempromlsaI""_"'I!'"~ 0 5,FoderaIEsulltTuRotumRoquRd
o 7, Decedent Mllnflllned. LMnQ Trust_.....'MlI _,8, TOClIINumberofSafo 0epasIt IlauI
010, Spousal I'eYoItyCIlId. '''''__11,,11,11'''''''111 011, ElodIonlDfax"",*Sac.911J(A)_ScIIOI
N CONlfDeNTlAllTAlIINFORMATlOIUHOUlDBeIllMCI/lOTO: '
C'.CW\.ETfw.u.oAOOR!S8 -
12, Ntt Valu. at EIfato (LIna 8 mus Llno 11)
13, Ch.rlfllbIe.nd Gevtlmmental Bequoe1llSec9113 Trusls Iorwl1lct1 an eledlon 10"" has net boon
moda (Sdledule J)
14, N",Valu. Subjtctlo Tu (LIna 12 minus Uno 13)
15, Amoon1 o/1lne 14 ""oble
It tho spousal"" rate .1- .
S..I_". on_ side lor .ppilcall!t pen:on"'ll. ,
18, Amount 01 line 141ax.ble .
.16% rate ;",".. ,~,,,,,
17, Amoonl01 Ine 14 fllxablo
,t 15% rate
..HUlA A. HUTT
--~-,
FINANCIAl. TRUST S~:RVlGJo:S COMPANY
z
o
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1. Rul Estall (Schedule A)
2, S_.nd Bonds (ScI1ecIule B)
3, CIooaly Held CeIponIIIon,P.rtnorahip 01 Sole-PlIlpIIel1lral1lp
4, ~agas & Notas ReceIv.b!e (Schedule D)
5, Cull, BMk DopoeIts & Mlsc:eIIoneoua P""""oI PIOOIlI1y
(5ehedule E)
C, JoInlly Owned PIO!lOf1Y (ScIIedule F)
7, Inlor.VIvas Transfa" & Mlscel~neous Non,Probafl Propef1y
ISchedule G or L)
8, Total 0..... AI.... (1D1a1 Lk1es 1.7)
9, Funoral ex_ & Admln_ Caotl (Schedule H) (9)
10, Debls of Daceden~ Mortgage U.blIlIoe, & Uere (Schedule I) (10)
18, Tea Du.
19,
<i" .' > >'81,SURE'T()AHSWlIULLQUUl10NS:OtfNlll!Rse IlDEANO RECHEC MATH < <, " "', .'
1dOtponOtioIcI"""',I......INiI__........",Indvdln9~_uloI..,_.,nlb"'l>IItcl""_nl_,illllnll._nl_,~c1__
., !hi ~,.,..,... is bIIId on lit Infarmltlon 01 which DNaDf ha _tv knowtIdaa.
GNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
11. Total DodIlGtlaIll (1D1oI Unoe9 & 10)
C/o FINANCIAl. TRUST SERVICRS COMPANY, AGENT
One West lIigh Street
Carlisle, I'A 17013
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c/o FJllllllcia.l Trust ~:l'rVICeH Co.
P.O. lIux :UO, CarIlH!u, PA 17013
DATE
6/l2/98
I ::.=' Comp'''' "d~u,
~ ~~~~:: UM
rATE
PA
LD~17241
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Tax Payments and Credits:
1, Tax Due (pege 1 Une 18)
2, CredllllPayments
A, Spousal Pcvllty Credn
8, l'I1or Payments
C, DllCCUnt
(1)
,00
TotalCredltJ{A-8+C) (2)
,00
3, Intllf9l1/Pll1a1ty Wappllcable
D,lnlll'lll
e,Penalty
TolaIlntltlllt/PlIIlli1y (0 + e) (3) .00
4, If line 211 greater than line 1 -line 3, enter lhediflllllOce, Thl.I. Ihe OVERPA YMI!NT.
Check boa an Pege 1 Line 1110 .-qUOIt I rlfund (4)
5, If line 1 -line 31s greater Ihln line 2, enler Ihedlffllence, This Is the TAX DUE. (5) ,00
A, enler the interest on the tax due, (SA)
8, Enter the total of Une 5 + 5A, This is Ihe BALANCE DU E. (58)
Make Check Payable 10: REGISTER OF W1LLSi AGENT
r IIII I . lID _:1
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THe APPROPRIATE BLOCKS
1, Did decedent meke a tranafar and: Yea No
a, relain the UII or Incoma of the property tranlferred; """""""" """",""" " " " " " "" " " ". " " " '" 0 (iJ
b, relaln the right to deslgnale who shall use the property traneferred pr Its income; """""'''''' 0 (iJ
c, ralaln a raveraionery interlll; or""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""""" 0 (iJ
d, receive the promise for life of either paymenta. benaftta or care? ,,'"'' " '" " " " " " '""" " " " "" " 0 (iJ
2, If dealh occ:u~ on or befara December 12.1982. did decedenl within two years
precedin9 death tranefer property without receiving adequate consideration? If death occu~
after December 12, 1982, did dacedent transfer property within one year of death without
recaivlng adequale consideration? """""""""""""""""""'"'''''''''''''''''''''''' """ " " "" " " "''''',,'' 0 [ii]
3, Old decedenl own an 'In trusl for' or payable upon desth bsnk account 0' security
at his or her daath? """"',,'"'''''''' """"",,,,.,,,,,,, "" ,." " " """ " , """ , ",,,,,,,,,,,,,,,,,,, """,,",""",,""" 0 (iJ
4. Old decedent own an Individual reli,ement account, annui1y, or other non-probala property?"" 0 (iJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THe RETURN
U 1 I I R I fir
72 P,S, S9118 (a) (1,1) (i) provided far the reductlan of the tax rale Impased on the net value of transfers to or for the UN of tho
surviving spouse from 8% ta 3% for datil of death on or after July 1, 1994 and befara January 1, 1995,
72 P,S. S9116 (a) (1,1) (Ii) provided for tha reduction of the rate Imposed on the net value of transfers to or for the use of the surviving
Spaull from 3% to 0% for detll ?f death on or after January 1, 1995, The stalute go.. nolaxemDt a transfer to a surviving apouII
from tax. and the sla!utory requirements for disclosure of assets and ffllng a tlX retum are stili sppllcable even If the surviving spoule
Ie the only beneftcjary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1.1995 - Please answer the following question by placlng an '.. In the
Ippropriete space,
Old the decedent oreate a truat or elm liar Irrangement whloh la eolely for the surviving epou..'a benefit for hi. or hII' entire
lifetime? Ye. [;J No 0
If you answered yes to the above questlan, the tll)( on the trust or similar arrangemsnt is postponed until the doeth af the second
apouse, at which time It will be fully tll)(sble at the rate(s) applicable ta the remainder beneftclary(III), Enter the value of the trust on
Schedule J, Part II, In order to remove It from the calculation of the tll)( due in thlaeslate, You may wish to file Schedule 0 In order to
make the election available under Section 9113, If the elactlon Is made, the trusl or similar arrangement Is taxed In the estate of the
fll'llt dacadent spouse, the portion of the truat or similar arrangement whleh benefilslhe surviving spouse Is taxed at the zero tax rata,
and the remainder Is taxed at the rate(s) appllcabie to the remainder bsneftciary(lea), If you chOOIe to make the election. you must
attach Schedule 0 to a tlmely.ftled tax retum, along with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneflclary(lea),
',v,," ". ,1'" . FU~~R~~~~~:N~ES, j
COMMONW'''"t Of """. "'VANIA ADMINISTRATIVE COSTS AND
IN''''''ANC! '" "IlI'N MISCEL'ANEOUS EXPENSES
~!,~~o.~~~!.~~~.~.~f~~f._ ~._ ._ __ .. _ _ ~__ _. __~ _~~ Plea.. Print 0' Typ.
rlfAfroFGEORGE oJ." I\UTr__.-===-~___ --- - " ,,-, .---'/ p~~:-;~:::~-----' -,-
ITEM
NUMBER
A. Funeral hponle..
1.
B.
4,
C,
1.
2.
3.
4.
5.
DESCRIPTION
J
1.
Admlnll'rallve Cal'"
Personal Ropresentatlve Com millions
Social Secu,ity Numbe, of Personal Representatlvo:
Yeur Commissions paid
2,
Allorney Fee. - .John B. Fowler III
3,
Family exemption
Claimant ..!'Udia_~.: Uutt___ Relationship Wife
Addre" ef Claimant ot decedDnt'l death
Street Addrell ___.....
City . State ____ Zip Codo
Probate Feel I Register of Wills, Letters Testamentary
Mlseellan.Qul Expenlell
Financial Trust, Services Company, Agent for Executrix Fee
Cumberland Law Journal, adverti8ing, Letters Te8tamentary
The Sentinel, adverti8ing, Letters Testamentary
Register of Wills, Short Certificate
Closing and Filing Costs
TOTAL lAlla enter on line Q, Recopitulationl
III more IpClee II noedld, Inlell addltionallhooll of lame 11".1
AMOUNT
. 4,000,00
3,500.00
328.00
5,000.00
60.00
65.22
3.00
1,000.00
I
ISIJ,956.22
f..'; ,)()~; .7
BUREAU Of INDIVIOUAL TAXES
IHHf.RITANCE TAM DIYISION
Of.PT, Z8060 I
HARRISBURO, PA 171ZA~06Bl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C..,.
NOTICE Of INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESS"ENT Of TAX
09-15-1998
HUTT
09-21-1997
21 97-0811
CUMBERLAND
101
t~. _~~U~~:!~)~.d' ~'" I
MAKE CHECK PAYABLE AND REMIT PAYMENT TDs
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PORTIDN FOR YOUR RECORDS ~
REV: is;;; -Eie -Aj:ji-i iiF97T"iioi'"icE"-oF- i"NHEiiif Airci- TAiriiPPRA-i sEiiE'ii'r; - ALLowANci-oR-- ___m_ - - - - - - --
DISALLDWANCE OF DEDUCTIONS AND ASSESSMF.NT DF TAX
GEORGE J FILE ND. 21 97-0811 ACN 10)
DATE
ESTATE OF
DATE DF DEATH
FI LE NUMBER
CDUNTY
ACN
h,
I
, l) L ~
'I
LIIDIA A HUTT
FINANCIAL TRST
ONE W HIGH ST
CARLISLE
SVCS C?;I
PA l1i111~- 09 50
ESTATE OF HUTT
TAX RETURN WAS: I I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Rool Eototo (Sohodulo A)
2. stocks and 80nds (Schedule a)
S. Clo..ly Held stock/Partnership Inter.st (Schedule C)
4. Hartlaga./Not.. Receivable (Schedule DJ
5. C..h/Bank Deposits/Hile. Parlonal Proparty (Sohedule E)
6, Jointly Owned Proport. (Sohodulo f)
7. fran.fars CSchedule G)
8. Totol Asooto
TAX CREDITS:
PAY"ENT
DATE
RECEIPT
NUI18ER
DISCOUNT 1+'
INTEREST/PEN PAlO 1-)
I NTEREST I S CHARGED THROUGH 09" 30 -1998
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FDRM
*
Rn.-1141 u ~" in.",
GEORGE
J
I XI CHANGED SEE ATTACHED NOTICE
DATE 09-15-1998
(11
(2)
(3)
(4)
IS)
161
(7)
.00
367.306.47
--:JJ!.
,00
11.063.09
10.012,80
,00
(8)
APPROVED DEDUCTIDNS AND EXEMPTIDNS:
9. Funeral Expan.../Adln. Costs/Mho. Expense, (Schedule H) (9)
10, Dobh/"oduouo UobIlIUe./Llon. ISohodulo I) (10) ,O~
11. Tot.l Ooduotlono Ill)
12. Net Vol... of To. Roturn (12)
13. CharUable/Qovernllllntal Bequests, Non~.l.ct.d 9113 Trusts (SChedule J) (13)
14. Not Vel... of Eototo Subjoot to T.. (14) -
NOTE: If an a.....m.nt wa. i..u.d previously, line. 14, is and/or 16, 17 and 18
reflect figure. that include the total of ~ return. a..e.sed to date.
ASSESSMENT OF TAX:
1S. AMount of line 14 .t Spous.l rat. US)
16. A.ount of Line 14 taxable .t Line.l/ClISI A rat. (16)
17. AMount of Lin. 14 taxable .t Collateral/CI... Brat. (17)
la. Princlpll Tlx Due
13,956,22
364,413,34 X ,00=
,00 X .06=_
10,012.80 X.15=
(18)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
HOTEl To insure proper
credit to your aooount,
sub.it the upper portion
of this for.. with your
tax Ply..nt.
3ML.382.36
B.91;6 22
374,426.14
.00
374,426.14
will
.00
.00
1,501,92
1,501.92
,00
1,501.92
37.47
1,539.39
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 11, NO PAY"ENT IS REQUIRED.
IF TaTAL OUE IS REfLECTEO AS A "CREDIT" ICR), YOU "AY 8E DUE
A REfUND, SEE REVERSE SJDE Of THIS FORN FOR INSTRUCTIONS.)
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 2117..0111
Eltall of OEOROE J. HUTT
Llte of WEST PENNSBORO Townlhlp, Cumberland County
FIRST AND FINAL ACCOUNT OF
LIlDIA A. HUTT. EXECUTRIX
~
Date of Death:
Lattel'll Granted:
Fll'llt Complete Advertisement of Grant of Lettel'll:
Account Stated to:
September 21. 1997
October 6.1997
November 7. 1997
December 24. 1996
~!.lMMARY & INDEX
E!lW
PRINCIPAL
Receipts 2 $ 366,469,19
Net Gain or (Loss) on Convel'lllons 2 (230,61)
Adjusted Balance $ 388.258,56
Less DlsbUl'llements 3 (15,520.61 )
Balance before Distributions $ 372.737.97
Distributions to Beneficiaries 3 (10,012.60)
Capital changes
Principal Balance Remaining $ 362,725.17
INCO~E
Receipts 3&4 $ 21,390.29
Less Dlsbul'llements 4 ,I (1.283.42)
Balance before Dlstrtbutlons $ 20.106.87
Less Distributions to Beneficiaries 4 (17,121,66)
Income Balance Remaining 2.965.01
COMBINED BALANCE REMAINING $ 365.710.18
PRINCIPAL DIS,URSEMENTS
to/02l97 Cumberland Law Joumal. Advortlslng Letters Testamenlluy
Register of Wills. Letters Testamentary
12/09/97 The Santlnel. advertising Letters Testamentary
12/31/97 Llldla A. Hutt. Family Exemption
02/23/98 Register of Wills, Short Certificate
06/15/98 Register of wills. FIling Inventory
Register of Wills, Filing PA Inheritance Tax Return
12/01/98 Register of Wills, PA Inhorllance Tax
Reserves:
Martson, Deardorff. Williams & Otto
Financial Trust Services Company. Agent for Estate
Closing and Filing Fees
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
Leonora Rlnken. 50% Interest
Certificate of Deposit, PNC Bank
PRINCIPAL CAPITAL CHANGES
Ameritech Core. New
194 shares Inventoried at
01/27/98 194 shares received 2 for 1 Stock Split
388 shares
SBC Communications Inc.
290 shares Inventoried at
03/20/98 290 shaw received 2 for 1 Stock Split
saa shares
Lucent Technolooles Inc,
106 shares Inventoried at
04/03/98 1 Q6 shares received 2 for 1 Stock Split
212 shares
awl..8lli\rltlc Corn,
229 shares Inventoried at
06/30/96 229 shares received 2 for 1 Stock Split
4!)8 shares
INCOME RECEIPTS,
06/12/98
06/12196
05/15/98
Balance Checking Account, Farmers National Bank
Cha~e Manhattan Wire to Income
PA Dept. of Revenue Refund '1997 PA40
Dividends, Nuveen PA Premium Income Municipal Fund 2 12/31/97 to 1211/98
Dividends. AT&T Corp. 2/2/98 to 11/2/96
Dividends. Amerltech Corp. New 2/2/9810 11/2/98
-3-
.
110.00,
328,00
88.22
3,800,00
3.00
10.00
18.00
1.539.39
4,000.00
5,000.00
1.000.00
$
15,520.81
$
10,012,80
$ 12,770.86
$ 12,770.88
$ 17,454.38
$ 17,454.38
$ 8.788.53
$ 8.788.53
$ 18.218.23
$ 18.218.23
$
3.915.85
453.98
283.00
1,458.10
431.84
485.80
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