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HomeMy WebLinkAbout04-04-07 (2) -.J 15056051058 REV-1500 EX (06-05) PAOepertmenI ofRewnue . BunllIu of IndMduaI Taxes PO BOX 280601 HanisIlII'g, PA 17128-0601 ~ .". ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Dealh OFFICIAL USE ONLY ColIlIy Code VB J..t Oft; File NlInber INHERITANCE TAX RETURN RESIDENT DECEDENT /la3 Date of Birth 12/17/1916 Decedenfs First Name MI Mary A Spouse's FISt Name MI Frederick W 230-2~7 12/0112006 Decedent's Last Name Suffix Hartswick (If Applicable) Enter SuIvIvIng SpouM's information Below Spouse's last Name SufIix Hartswick, Jr. Spouse's al Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FIll IN APPROPRIATE OVALS BELOW .' 1. Original Retum 2. Supplemental Retum c-:-:) C1 3. Remainder Retum (date of death prior to 12-13-82) 5, Federal Estate Tax Retum Required C:~e~.~) 4. Umited Estate CJ 48. Future Interest Compromise (date of c:, death after 12-12-82) C) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C"") 10, Spousal Powrty Credit (date of death C:::) 11. Election to tax under Sec. 9113(A) ~ 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - 1118 SECTION MUST BE COIIPLETEO. ALL CORRESPONDENCE AND CONFIDEN11Al. TAX INFORIIAllON SHOULD BE DIRECTED TO: Name Daytime Telephone Number ~ Charles W. Scott (717) 737-3061go ;2 ::';~... -.0 FII1II Name (If ApplIcable) REGISTER OF WIJ.;[S. f'iE ONL1V ~;~) \~i2 i:- ct! .~.~~-) 6. Decedent Died Testate (Attach Copy of Wdl) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Fnlline of address 1003 West Foxcroft Drive Second line of address .;:{\ '-'xS -~.-l CiIy or Post Oftice Camp Hill State ZIP Code PA 17011 DATE FILED Correspondent's e-mail address: Under penaItles of perjwy, I decI8re that I '- examined this Allum, including acx:ompanylng schedules end lItal8mellls, end to the best of my knowledge and belief, It is true, COIl1ICl and cornpIeee. Declal8llon of pnIplInIl' Olher lhBn the personsl ~ is based on 811 Information of which preparer has any knowledge. SIGNA~~~~~~~~ DATEzrlrk7 ADORES Charles W. Scott, E 3 West Foxcroft Drive, Camp Hill, PA 17011 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 -.J , . ~.:) ~ -- C5 N o r!j .-J 15056052059 REV-1500 EX Decedenfs Social Security Number Decedent's Name: RECAPITULATION Mary A Hartswick 230-2<<)487 1. Reel estaI8 (SdleduIeA). . . . . .. . . . . .. . . . . . . . . . .. ... . . .. . .. . . . .. . . . . .. 1. 0.00 0.00 0.00 0.00 0.00 3,445.00 0.00 3,445.00 n5.00 12,415.29 13,190.29 0.00 0.00 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corparallcl", Partnership or SoIe-ProprieIor (Schedule C) . . . .. 3. 4. Mortgages & Ndes Receinlble (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank DeposIIs & Miscellaneous Personal Properly (Schedule E) ... . . . .. 5. 6. JoinIIy Owned Property (Schedule F) C:I Separale BIIng Requested . . . . . .. 6. 7. IntBr-Vivos Transfers & MilIcleIBI80US Non-Ptobete Property (Schedule G) C) Separale BIIng Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. '._-'-~'-"'~-="---"-~~-~""-'.._-'--"-=---------,,---_.~'-'-___~__~_.'''_''_~~__,n 9. FlI18r8I Expenses & AdministratiwI Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage UabiIIies, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total DeductIons (total Lines 9 & 10). . . . . . . . . . .. . . . . . . . . . . .. . . . . .. . . . . . 11. 12. Net Value of Estate (Line 8 rrinus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Gov8rnmenIaI BequeslslSec 9113 TrusIs for which an eIecIion to tax has not been made (Schedule J) ... . . .. . . . . . . . . . . . . . . .. . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 0.00 ~~~~~--~'-'----_~~_____h_..~"_~_~~_"""~"~_'~'__._"~~_M~'" TAX COMPUTATION - SEE INSTRUCTIONS FOR APPUCABl.E RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (8)(1.2) X .0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.O_ 16. 0.00 17. Amount of Une 14 taxable at sibling rate X .12 17. 0.00 18. Amount of Line 14 taxable at collateral rate X .15 18. 0.00 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 15056052059 --.J REV-1500 EX Page 3 Decedent's Complete Address" file ........ " ;1 DECEDENT'S tWE DECEDENrS SOCIAL SECURITY NUMBER Mary A Hartswick 230-24-6487 STREET ADDRESS 1918 Chatham Drive CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credn B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C ) (2) 0.00 3. InterestJPenalty if applicable D. Interest E. Penalty TotallnterestJPenalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. fill in oval on Page 2, Une 20 to request a refund. (3) 0.00 (4) 0.00 (5) 0.00 (SA) 0.00 (58) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BAlANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN IIX" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 iii b. retain the right to designate who shaH use the property transferred or its income; ............................................ 0 iii c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 iii 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 iii 3. Did decedent own an "in trust fot" or payable upon death bank account or security at his or her death? .............. 0 iii 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 iii IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. ~9116 (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 zero (0) percent [72 P.S. ~116 (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 zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~116(1.2) [72 P.S. ~9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [72 P.S. S9116(a)(1.3)J. 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. ~. . l~ :-" LAST WILL AND TESTAMENT OF MARY A. HARTSWICK I, MARY A. HART5WICK, of 1918 Chatham Drive, Camp Hili, Cumberland County, Pennsylvania 17011, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. ITEM I - I direct my Executor hereinafter named, to pay aU my iust and lawful debts and funeral expenses out of my personal estate as soon after my decease as is convenient. ITEM II - I specifically give and bequeath my rocking chair to the Historical Museum in Abingdon, Virginia. Initials Mil J.I Page 1 of 8 .' I'. '" :: ITEM III - I specifically give and bequeath the sum of Five Hundred Dollars to the Blackwell Chapel Cemetery Fund of Meadow View, Virginia. ITEM IV - I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed to my husband, FREDERICK W. HARTSWICK, JR. ITEM V - If my husband, FREDERICK W. HARTSWICK, predeceases me, then I give, devise and bequeath the rest, residue and remainder of my Estate, real personal and mixed to my children, CHARLES W. SCOTT, MARY CATHERINE WILLEY and FRANCIS DARLENE HOCKETT, In equal quarter shares, per stirpes. Plus a one-quarter share for BARBARA SCOTT, widow of my son, Ralph Scott. ITEM VI- To the contrary, Notwithstanding the above provision for the disposition of my remainder of my Estate if my husband predeceases me, and Barbara Scott predeceases me, I give, devise and beq.ueath Barbara Scott's one quarter share of my remainder of my estate to surviving children, Charles and Mary Catherine. Initials At ". JI Page 2 of 8 .~ " ! ITEM VII - Notwithstanding the above provision for the disposition of my remainder of my Estate If my husband predeceases me, however, to the contrary, If my daughter FRANCES DARLENE HOCKETT predeceases me, then I give, devise and bequeath her share of my remainder to her surviving children, with the exception of my granddaughter, NORMA JEAN SCHRANTZ, who shall not receive any share of my Estate. ITEM VIII - I nominate and appoint my son, CHARLES SCOTT, as the Executor of this, my Last Will and Testament. If he should predecease me or should be unable to serve as my Executor, then I nominate and appoint PATRICIA LEE KRAMER and TAMMY SUE MERIX to my successor-Executrixes of this, my Last Will and Testament, or the survivor of them. No bond shall be required of any executor or successsor-Executrix to serve. ITEM IX - I direct my Executor to use the Nelli Funeral Home In connection with my funeral as I have already arranged and prepaid my funeral arrangements. ITEM X - I direct my Executor to bury me In the Cumberland Valley Memorial Cemetery in one of the grave plots I own. Initials Nt " tJ Page 3 of 8 ':.. . ' ., ITEM XI - My Executor appointed under this will shall have the following powers: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk, or productivity. B. To invest in all forms of property, Including stocks, common trust funds and mortgage investment funds, without restriction to investment authorized for Pennsylvania fiduciaries as they deem proper, without r~gard to any principle of diversification, risk, or productivity. c. To sell at public or private sale, to exchange 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 and conditions as they deem proper. D. To borrow money from any person or institution including my Fiduciaries and to mortgage or pledge any or all real or personal property as my Fiduciaries in their sole discretion shall choose, without regard for the dispositive provisions of this Instrument. Initials In AN ft___ AI _~ 0 '- . 0 " E. To compromise any claim or controversy. F. To exercise any option, right or privilege granted in Insurance policies or in other investments. ITEM XII . My Executor Is authorized and empowered to retain, for such period of time as my Executor may determine, any assets, Including the capital stock of any closely held corporation, which at any time shall come Into the possession of my Executor, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. ITEM XIII - No interest of any beneficiary under this Will or any Codicil hereto, shall be sublect to anticipation or to voluntary or involuntary alienation. Initials M 4 ~ ft___ ~ _I. a - - ''''-,'T-''~'_~ "',~-;~-- ,. II, ITEM XIV - All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and Interest and penalties thereon with respect to all property comprising my gross estate for death tax purp.oses, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. authorize my Executor to pay all such taxes at such time or times as deemed advisable. ITEM xv- Wherever the context requires, singular and plural, and masculine, feminine and neuter, shall be interchangeable. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 18 day of ~rr7iuJ.1 , 2006. (SEAL) '"' IlL ';- ~ IJ.II".. x;,.,,,--'.tJ, 'MARY A. HARTSWICK residing at CAlM F7 ffi4 P- . r siding (lIJJIJ~ .A.'^(j-- fA n...__ 6.. _.I 0 . ... f'-. COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND WE, MARY A. HARTSWICK 'l// ;.l..lJ.Ht ,C; fJ.ati , f<,.c)J tLHd/ fLu.[;f , and , the TESTATRIX and WITNESSES whose names are signed to the attached or foregoing Instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. 'tx"'r1 ;:; /J 4-,,'..4f, MARY . HARTSWICK, Testatrix ~. (J~ rI/ oJ JlJ1la-Lo Notary Pub :n10~~V"""A NO'1'ARIALSEAl. Il1o....:.. CARMEN MAlDONADO. ~~ CIrnp HI Boro.. CumberIInd CGrimlitlion Ex ~ '!S. 19, 0 InitlalsM. tJ,.~ ft___ OS' _I. OS' REV-1509 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUllBER Mary A. Hartswick 2()()6.01123 If ... .... _ ..... jaIIIt ...... ... ,... of lie dIaHnl's ..... of ........ It ... lie ......... 011 ScIIIdIIII G. SURVIVIIG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT SCHEDUU . JOINIlY-oWNED PROPERlY A. Charles W. Scott 1003 West Foxaoft Drive, Camp HiH, PA 17011 Son B. Charles W. Scott 1003 West Foxaoft Drive, Camp Hill, PA 17011 Son c. JOINTLY-owNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY "OF DATE OF IlEAlli I1EII FOR JOINT IIAIlE INCUlIlE HAlE OF FJW<<:W.1NSTITU1ION AND _ ACCOtJIIT IUIIlER OR SNI.AR DATE OF IlEAlli DECO'S VALUE OF IUIIlER 1l3WfT JOINT IIlEHl1FWIG IUIlER. ATTACH DEED FOR JOMll<HElD REAl. ESTATE. VAWE OF ASSET INTEREST IlECEDENrS INTEREST 1. A. 1W1~1 2001 Buick Century auDnobiIe 4,000.00 50% 2,000.00 2 B. 1W1m tot & T Bank Checking Accl - No. 1108417 2,900.00 50% 1,445.00 TOTAL (Also enter on Ine 6, RecapiluIation) $ 3,445.00 (If more space Is needed, Insert additional sheets of the same size) REV-1511 EX+ (12_ COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT scal.U H RJNERAL EXPENSES & ADMINI51RA11VE COSTS ESTATE OF Mary A. Hartswick FI.E NUMBER 2006-01123 DIIIIs "'..........1IUIt lie ......... .. ScIIedWe L ITEM MJMBER A. DESCRIPTION AMOUNT 1. FUNERAL. EXPENSES: NeB Funeral Home - Market S1reet, Camp iii, PA 552.00 B. ADMINISTRATIVE COSTS: 1. P8rson&I Repe-".I8's Cu........... NlIne d P8rson&I RepN.lIlIIInI(s) SociIII Secuity NlInbeI(s)IEIN Numblr d P8IsonII ~s) SIr8et Addnlss City Ye.(s) CommisIion Paid: . Stale ~ 2. AIImwIt Fees 3. FlIIiIy ExempIion: (If dec:edenl's addnlsa is natlle _ as c:Iain&II's, aIIach upllnllb.) Claimant Stnlet Addnlss City ReIlIIiorIship d CIainInt to Decedent Stale -~ 4. Prub8le Fees 5. AccolIIlant's Fees 6. Tax R8bn PnlpInr's Fees 7. Register of WIIs, Cumberland County - RIng Fees 223.00 TOTAL (Also enter on line 9, RecapiluIation) . (If more space is needed, insert addilionaJ sheets of the same size) 775.00 REV-1512 EX+ (12-m) *' SCHlDULI I DEBTS OF DECEDENT, MOII'GAGE UAIII.ITES, & UENS COMMONWEAlTH OF PENlSYlVANlA HtERlTAHCE TAX RETURN RESI08'4T DECEDENT ESTATE Of FILE NUMBER Mary A. Hartswick 2006-01123 RepoIt dIbtIlncurrecI by tile dIcedInt prior to .... which IIIItIIned unpIId . of tile II-. of .....1ncIudIng ........... 1IIIdIcII.......... ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. . M&T Bank Personal Loan - Acct. No. n40433001 err Bank Loan - Acct. No. 8350173301 9,000.00 3.044.00 64.16 2. 3. JC Pemy charge Consumer ceIuIer - eel phone bI Mel phone bI Blair charge Strock lnuance - homeowners policy 30.01 4. 5. 66.56 6. 40.95 7. 169.61 TOTAL (Also enter on line 10, RecapiIuIalion) $ (If more splICe Is needed. Insert addIIionaI sheets of the same size) 12,415.29 REV-1513 EX+ 19-00) *' SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENtSYlVANlA NiERlTANCE TAX RE1\JRN RESIlENT DECEDENT ESTATE OF Mary A. Hartswick FILE NUMBER 2006-01123 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER HAlE AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do NoI UIt TruIlIII(s) OF ESTATE I TAXABLE DISTRIBUTIONS (Indude Might IIpOUIlII clIstIIluIions, lnltransfers undBr See. 9116 (8) (1.2)] Frederick W. Hartswick, Jr., 1918 Chalham Drive, Camp HiI, PA 17011 Husband (Surv. Spouse) 100% ENTER OOLlARAMOUNTS FOR DIS1RIBUT1ONSSHOWNABOVE ON UNES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500COVER SHEET D ~TAXAIllE DISTRIBUTIONS: A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN B.ECTION TO TAX IS NOT BEING MADE B. CHARfTABLE AND GOVERNMENTAL DISTRIBUTIONS Histol icaI Musuem, Abingdon, V~ - Rocking chair 500.00 Blackwell Chapel Cemetery Fund, Meadow VIeW, Vrgiria - conIrilulion 500.00 TOTAL OF PART. - ENTER TOTAL NON-TAXABlE DISTRIBUTIONS ON UHf 13 OF REV-1500 COVER SHEET $ 1,000.00 (If more space is needed, insert additional sheets of the same size)