HomeMy WebLinkAbout06-18-07 (2)
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15056041147
REV-1500
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
08042006
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT
File Number
21
06
0722
Date of Birth
184264173
10251934
Decedent's Last Name
Suffix
Decedent's First Name
WILSON
CHARLES
MI
A
(If Applicable) Enter Surviving Spouse's Informatior. Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
ail 1. Original Return
I
I
I
2. ~upplemental Retum
I
o
o
1
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
o
o
4. Limited Estate
o
4a. Future Interest Compromise
fdate of death after 12-12-82)
7 h....edent Maintained a Livin9 Trust
. (Attach Copy oITrust)
8. Total Number of Safe Deposit Boxes
ail
6. Decedent Died Testate
(Attach Copy of Will)
o
o
9. Litigation Proceeds Received
o
10 !Spousal Poverty Credrt (date of death
. petween 12-31-91 and 1-1-95)
o
11.Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT . THIS SECTION MUST BE COMPLET D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD _ IRECTED TO:
ame i Daytime Tele~ne Number<.3
KEITH D. WAGNER! 717838:6'~8 L~ .
I .~-:! C) :.,__
Firm Name (If Applicable)
BRINSER,
WAGNER &
ZIMtfERMAN
I
!
~--..jlt -
REGISTER OF ~~ USEtQNL Y
,j j _/"~
6
E .
MAIN STREET
First line of address
Second line of address
o
City or Post Office
PALMYRA
State
DATE FILED
PA
ZIP Code
17078
Correspondent's e-mail address: W . craw ord@ choi ceonemail .com
Under penalties of perjury, I declare that I have examined this etum, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other t an the personal representative is based on all information of which preparer has any knoWledge.
~NATURE OF PERSON RESPON~Blf FOR FILING RETURN DATE
r) A...L.-Y1 ~ c, S. iJ~ Brenda S. Valentine 0 f"}
ADORESS
DA
Keith D. Wagner
L
Side 1
15056041147
15056041147
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--I
15056042148
REV-1500 EX
Decedenfs Name:
WILSON, CHARLES A.
RECAPITULATION
1. Real Estate (Schedule A)........................................................................................... 1.
2. Stocks and Bonds (Schedule B)................................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).............. 3.
4. Mortgages & Notes Receivable (Schedule D)............................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E).................... 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested.............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested.............. 7.
8. Total Gross Assets (total Lines 1-7)........................................................................ 8.
9. Funeral Exper.ses & Administrative Costs (Schedule H)............................................ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................... 10.
11. Total Deductions (total Lines 9 & 10)....................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11).............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).................................................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................... 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045 2 1 5 , 0 1 4 . 2 3
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15 2 5 , 0 0 0 . 0 0
15.
16.
17.
18.
19. Tax Due.................................. ............................................................................. ......
19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
184264173
147,000.00
1,453.59
64,150.31
46,169.26
258,773.16
16,255.84
2,503.09
18,758.93
240,014.23
240,014.23
9,675.64
3,750.00
13,425.64
D
15056042148
--I
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 06 - 0722
DECEDENT'S NAME
Wilson, Charles A.
STREET ADDR.ESS
28 Sharon Road
CITY I STATE !ZIP
Enola , PA 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
13,425.64
(1 )
121000.00
1631.58
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
12,631.58
TotallnteresUPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the d fference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the IBALANCE DUE.
(3) 0.00
(4)
(5) 794.06
(SA)
(5B) 794.06
Make Check Pryable 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
a. retain the use or income Oft~property transferred;..................................................................................... 0
~. ::: :=::::., ~~."""'~.""""rtyl':.....,,~...mO;D B
d. receive the promise for life of ither payments, benefits or care?.................................................................
2. If death occurred after December 2, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ..~...................................................... ................................................................ 0 [!]
3. Did decedent own an "in trust for" ot payable upon death bank account or security at his or her death?............... 0 [!]
IF THE ANS~R:=~==t;:=:~:"::~::::==:::::~~;~~~~p~ OF S RETURN.
No
~
For dates of death on or after July 1, 1994 and before J nuary 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. S9116 (a) 1.1) (i)].
For dates of death on or after January 1, 1995, the tax e imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P .S. S9116 (a) (1.1) (ii)]. The statute d s not exem t a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still ap Iicable 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 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 hild is zero (0) percent [72 P.S. S9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or f r the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. S9116 1.2) [72 P.S. S9116 ( ) (1)].
The tax rate imposed on the net value of transfers to or f r the use of the decedent's siblings is twelve (12) percent [72 P .S. S9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual 0 has at least one parent in common with the decedent, whether by blood or adoption.
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Wilson, Charles A.
FILE NUMBER
21 - 06 - 0722
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be excflanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knoWledge of the relevant facts. Real proP4ltrty which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 Premises situate in East PennsboroT~wnship, Cumberland County, known as 28 Sharon Road, 147.000.00
Enola, Pennsylvania - Gross Sale Pri4e
TOTAL (Also enter on Line 1, Recapitulation) 147,000.00
OMB NO. 2502.0265 '1t
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVEL?"MENT l-DFHA 2-OFmHA 3.0CONV. UNINS. 4. OVA 5.I!ICONV.INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 07259
8. MORTGAGE INS CASE NUMBER:
C. NOTE: ThI. fomr I. fumllMd 10 give you alflltem "'" of ecwal HltJement COItII. Amount. peld 10 and by the HltJementegent_ Ihown.
1IItma rrIlU/(ecf "fPOCr...11I paid outaIde U Ie closing; thay al1llhown hel1l for Infomretlonal PUtpOltls end al1l not Included In /he IoIaIs.
'.o:we 1072__.
D. NAME AND ADDRESS OF BORROWER: 1:. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Gary W. SmIth and Estate of Charles A. Wilson Graystone Bank
Jeanne M. Smllll 3599 Gel\ysburg Road
252 Indian Creek DrIve Camp Hm. PA 17011
Mechanlcsburg, Pa. 17050
G. PROPERTY LOCATION: H. S~MENTAGENT: 25-1878915 I. S~NTDATE:
28 Shllltln Road Keystone Land Transfer, Ltd.
Enola, PA 17053 ~CEOFSEnLEMENT June 1, 2007
Cumberland County, Pennsylvania
l3421 Market Slraet
::amp Hm, PA 17011 .
J. SUMMARY OF BORROWER'S TRAN lACTlON K. SUMMARY OF SELLER'S TRANSACTlON
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Pltce 147000.00 401. Contract Sales Pltce 147 000.00
102. PerIon8I PmMrIv 402. Personal-....
103. SeIllement Che....1o Bomlwer Una 14001 3287.75 403.
104. 404.
105. 405.
AdJustment. For I/ems Paid Bv Seller In ~- AdJustments For llems PtJJd Bv Seller In advance
106. CllvlTown T_ to i 406. C1lv1Town T_ to
107. CountvT_ 061'01107 to 01101108 221.14 407. CounIvT_ 061'01107 to 01101108 227.14
108. School Tax 061'01107 to 07101107 1 105.51 408. School Tax 061'01107 to 07101107 105.51
109. SeMrlTrash 061'01107 to 07101107 , 37.91 409. SeMrlTrash 08101107 to 07101107' 37.91
110. 410. .
111. i 411.
112. i 412.
120. GROSS AMOUNTDUE FROM BORROWER 150,858.31 420. GROSS AMOUNT DUE 70 SEllER 147,370.56
200. AMOUNTS PAID BY OR IN BEHALF OF BORRoM:R: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosll or 88mest monev 14 700.00 501. Exoess 0&IxWt ISee Inslrucllon8l
202. PrlnclDIII Amount of N_ Loen's 117 600.00 502. Selllement C""""'" to Seller Una 14001 6 680.20
203. ExIs8nn Ioanlsl taken subl-.t to 503. ExIslI- loan 81 taken 8U-to
204. 504. Payoff ofllnl~
205. !Wf.l5i- nf 88COI1
206. i 506.
207. ,- 507. IDeooslt dlsb. as Droceedsl
208. 508.
209. 509.
8 For llems U"""1d Rv Seller AdJustmenfs For I/ems UnDaltf BVSaller
210. ClIvITown T_ to 510. C1lv1Town T_ to
211. CounIvT_ to 511. CounIvT_ to
212. School Tax to 512. School Tax to
213. 513.
214. 514.
215. 515.
216. 518.
217. 517.
218. 518.
219. 519.
220. 70TAL PAID BYIFOR BORROWER . 132,300.00 520. roTAL REDUCTION AMOUNT DUE SEllER 8.680.20
300. CASH AT SEnLEMENT FROMITO BORROWERf 100. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Bomlwer tUne 1201 150 656.31 801. Gross Amount Due To Seller IUne 4201 147 370.56
302. Less Amount Paid BYiFiirBorrower TUne 2201 ( 132.300.00 802. Less Reductions Due Seller (Una 5201 ( 8,680.20
303. CASH ( X FROM) ( 70) BORROWER 18.358.31 803. CASH ( X 70) ( FROM) SELLER 140,710.38
n.-::;t~~ i{.~py of pages 1 &2 of this statement & any attachments raferrad to heraln.
/
Seller Estate of Charles A. WIIaon
, ~~'~7..~~ J!.. !~~J) BY:'J).A..L-n ~ 0; $, () ~~. .
' Y A A. ';7' ( -oj. ~<-w-I;<;....-/,
JT M. Smfth
~ L. SETTLEMENT CHARGES
1fllO. TOTAL COMMISSION BIHd on Price S lIIl % 4410.00 PAID FADM PAID FADM
salon (line 700) IS FoIJowa: IlOAAOWER'S 8I!ll.1!R'S
1701.S to I'UNDS AT FUNOSAT
702. S 4,410.00 to ctIon Co. aem.EMENT SETTlEMENT
1703. at 58tt18m8nt 4,410.00
704. to
lOG. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan OrtaInetian Fee 0.??oo % to
802. Loan Discount % to
1803. ADDrIIlsel Fee to
1804. Credit RaDOrt to
1805. Lender's ee to
1!2! ~ Ins. ADD. Fee to
7. to
~ Armllcatlon Fee to Grawtmne Blnk iIll.lIU
10. OocurnentFee to Grawtmne Bank 100.lIU
811. Loan SOlUlIon Fee to Grawtbna Bank 70.00
100. ITEMS REQUIRED BY LENDER TO BE PAID IN /IDOl IUlCE
901. Inlllnlst From 08/01107 to 07101107 CIl S Idav ( 30daw %)
11II2. -Insurance PnImIIJmlOl' months to
903. HIzIrd IllIUIlInce PremIum for 1.0 \IUra to
904.
905. .~
1000. RESERVES DEPOSITED'WITH LENDER I
1001. HIzIrd Insurance months S IllII' month
1002, ~ Insurance months S par month
1003. CllvlTown T_ months S par month
1004. CountvT8lCes months $ oermonth
1005. School Tax monlI s $ par month
1006. monIls S IllII' month
1007. monlI S S par month
1008. Ann........ AdIutI!ment mmiII S IllII' month
1100. TIT1..E CHARGES
1101. 8eltlementorClollna Fee to
1102. AblInct or TItle SeIrch to ;
1103, to
1104. TIlle InsurInce BInder to
1105. Oocument~ratian to KeV!l1l Ine Land Transfer Ltd. 125.00
1106. NnhuvF_ to CASt- 25.00 15.00 .
1107. AtIrlmev'a F_ to
f1nt:Iudas numbenJ:
11M. to K Transfer Ltd. 1.093.75
f1nt:Iudas abow Item numbers: )
1 S 17 ,llOO.OO PALlF1lJlj1~6
110. OWI1el'a QIVe_ S 47,000,0 PAOlF106237137
1111. Is 100,300,8.1 to Ke\/ltmne Land ranstar, Ltd. 150.00
1112.~Letler to KeYltOne Land ransier, Ltd, 35.00
1113. T8lC III nd ransier, Ltd. 5.00
1114.
1115. Retrleve menls to Keyalbne Land Transrer, Ltd. 25.00
,1118.
1117.
1118.
1200. GOIIERNMENT RECORDING AND TRANSFER C. MGES
1201. RlIconlIna F_: Deed S 42.50; Morloaae 52.50; Releaaaa S 95.00
1202. tamce: 5 1 470.00: MorllIaae 1470.01
1203. Sta.. Tax/Stamnll: Revenue Stamos 1470,00; Morloaae 1 470.00
1204.
1205.
1300. /lDDmONAL SETTLEMENT CHARGES
1301. Surww to
1302. Pestl~ to
1303. Coals III Zl8ah Auction Cormanv. Ltd. 760.20
1304.
1305.
1400. TOTAL SETTLEMENT CHARGES IEnter on Unet 103, 8actlon J and 1102. SlCtton Kl 3,267.75 6,660.20
By...... _, "'.... _..-.,- -.-ergo......."'. c ",...... _"'_ 2 "'......._
~ .'
Car1lIIed to be a true copy.
'1i:.~,'1J-/U-
8eltlement Agent
(072Ill/1J72Ill/24)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEAllH OF PENNSYLVANIA
IM1ERITANCE TAX RE1\JRN
RESIDENT DECEDENT
ESTATE OF Wilson, Charles A.
FILE NUMBER
21 - 06 - 0722
All property jointly~wned with right of survivorship must' be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 (11) U.S. Series E Savings Bonds - various dates - all face value $25.00 132.15 1.453.59
TOTAL (Also enter on line 2, Recapitulation) 1,453.59
-
.\ ",
-
~IA'BANK, NA
:1mburs FoUrth 5t Financial Ctr
Hamburg
'YACHOVIA BANK, HA
3.burs Fourth St Financial Ctr
Hamburg
;avinss Bond Redemption Summary.
lUMber Redeemed:
Total Redeemed:
Tota) Interest:
11
$1,453.59
$1,247.34
.0/26/06 85413 0239 ~ 36
Time: 11:19 AM
Calendar Date: 10/26/06
=posi t Effective Date: 10/26/06
Thank You For Your Business
Yachovia
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AT THe OR'GlNAL MATURITY HU.OJ" WILL "AY
~,..~~~mm1Y.\U8l .' WHI~~~Il~!~~!~o~.-:.j.
18"-26-4173., . ..::--..;:v..:.c:.....t
CHARLES A WILSON ~ (5 -1 0'1 c)<bt..j ~ -lg~II--==-1.-~~~~H
I~HARON ROAD . ' //r ---..~,<:. t
I~A PA 17025 r\ _ U'S 'SAVIN&,S h
~:'\ $O~,,*~UE t,
_ _All ,~~ LWvJ ~GT T,3-130:. 'g
Wi~~~z~_~Z;~014 'y-Q; lSf(v\'d ~~,,~l)~~~,1.:, ~
~ _.____.J ,;"t
.........'.I.WI.U...~.,. .,.,....ACY. ................"'.. . '.\
",.UtO "'. "..._.COIIOn'IOIJIo .'A"., . ,,-.&............. .",. I' Mil"" ... ~.
;C.;;i:::;.:DM__.... " W.f{'-~~: Q 6 368 40214.4 E ~-.~
, '.-'-"''''''''''' .,.,' .. . .. .. .I~~~
_..._M.........'*'M...... ---.- .- ~~~=. -_.~.::::~~~ ' .
I~}i ~"ij i " '{.. 'k-::! III f1TJi 1 f~:~.:~:~~;a:=+~~~ "~'
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. SCHEDULE E
CASH , BANK DEPOSITS, & MISC.
COMMONWEAL'T11 OF PENNSYLVANIA F ERSONALPROPERTY
IMiERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Wilson, Charles A. 21 - 06 - 0722
Include the proceeds of litigation and the date the rOCE eds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule .
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 PNC Bank - Checking Account # 514 0069379 12.671.91
(Includes accrued interest of $$.34)
2 PNC Bank - Savings Account #51300 89691 3.566.97
(Includes accrued interest of $.24)
3 PNC Bank - Certificate of Deposit #31 600295190 10,539.68
(Includes accrued interest of $46.13)
4 NCFCU - Savings Account 7.372.66
5 NCFCU - Certificate of Deposit #O03~ 5.919.02
6 NCFCU - Certificate of Deposit #0031 11.728.65
7 The Hartford - IRA Distribution Check on Hand 299.31
8 Newspaper Refund 46.00
9 Sadler Oil Company - Refund 240.55
10 Veteran's Association - Burial Cost Re imbursement 600.00
11 2003 Buick Rendezvous CX Sport Uti ity - Kelly Blue Book Value 8.695.00
12 Wedding Ring 100.00
13 Prorated Taxes on Sale of Real Estat ~ 370.56
14 Miscellaneous Personalty 2.000.00
TOTAL (Also enter on Line 5, Recapitulation) 64,150.31
APR-29-2007 16: 52
PNCBANK
/
o PNCBAN<
Apri127,2oo7
Keith D. Wagner
6 East Main Street-Second oor
P.O. Box 323
Palmyra, PA 17078
RE: Estate of Charles A Wilson, deceased
SSN: 184-26-4173
DOO: 8/412006
Dear Mr. Wagner:
412 768 3458
P.01
In response to your request r Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account #31600295190
CHARLES A wu..SON
DOD balance: $10,493.55 $46.13 accrued interest
Checking Ac:c:ount
Account #5140069379
CHARLES A WILSON
DOD balance: $12,671.57 $34 accrued interest
Savings Account
Account #5130089691
CHARLES A wn..SON
DOD balance: $3,566.73 + .24 accrued interest
Established 08/12/2005
Established 02/14/1991
Established 03/31/1983
The decedent maintained In estment Account (INY #47113493). For further information,
you may contact the Bro~ ge Department at' 1-800-7 62-6111.
Page 1 of2
New C mberland Federal Credit Union
Yo r Community Credit Union
P.o. Box 58, New Cumberland, PA 17070-0658
Phone: (717) 774-7706. 1-800- 16-2328. Fax: (717) 774-7996. Web: www.ncfcuonline.org
April 25, 2007
..
Brinser, Wagner & Zimmerm
6 East Main Street
2nd Floor
P.O. Box 323
Palmyra, P A 17078
RE: Charles A. Wilson
SS# 184-26-4173
Dear Mr. Wagner
Pursuant to your letter d ted April 18, 2007, in regards to the above referenced
member the information is as fo lows:
Account Number:
Owner(s) on Account:
Date acct opened:
Date of Death Balances:
Interest for Calendar Y r:
1678
Charles A. Wilson
12/14/1961
S 1 (Savings)
CD0031
CD32
$ 7,372.66
$11,728.65
$ 5,919.02
$ 486.63
If you need anything add. tional in regards to this information, please feel free to
contact me directly.
Sincerely,
1~~%ti
Branch Manager
, ,
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SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Wilson, Charles A.
FILE NUMBER
21 - 06 - 0722
This schedule must be completed and f led if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER
DESCRIPTION OF PROPERTY
Include the name of the transferee, their relations ip to decedent
and the date of transfer. Attach a copy of the d_ for real estate.
DATE OF DEATH
VALUE OF ASSET
,*,OF
DECO'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE VALUE
1 PNC Investments - Annuity with Kaye Reilly named as
beneficiary
25,000.00
100%
25.000.00
2 Glenworth Financial - Annuity # T061 I 2962, with
children, Brenda Valentine, Denise Warren and James
Wilson, named as beneficiaries
12.718.80
100%
12.718.80
3 The Hartford - IRA Account # 710529 26, with
children, Brenda Valentine, Denise W~rren and James
Wilson, named as beneficiaries
8,450.46
100%
8,450.46
TOTAL (Also enter on line 7, Recapitulation)
46,169.26
April 27, 2007
KEITH D. WAGNER, ESQ.
Brinser, Wagner & Zimmerman
6 East Main Street - Second Flo r
P.O. Box 323
Palmyra, P A 17078
RE:
Account 0 Charles A. Wilson
Account # 24-04531-1-3-364
Date ofD ath: 8/412005
Dear Attorney Wagner:
3/29/2001. He purchased a Hartford Life annuity.
uity contract #710529126 as of August 4,2006 was
and they told me that this policy was surrendered in
zero balance.
The above account was opened 0
The value of his Hartford Life
$8,450.46. I called Hartford Lifi
October 2006. The account has
If you have any further questions please do not hesitate to contact me at 780-1729.
JJF/amd
"The information herein has been obtained from ources we believe to be reliable, but do not guarantee its accuracy or completeness."
*'
SCHEDULE H
FUNERAL EXPENSES &
:T1VE COS1S
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RES/DENT DECEDENT
ESTATE OF Wilson, Charles A.
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER FUNERAL EXPENSES: i DESCRIPTION
A. 1 Richardson Funeral Home I
2 James Gingrich Memorials - Gravest+e
3 Flowers
4 Rev. Mike Goodling
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
FILE NUMBER
21 - 06 - 0722
I AMOUNT
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
State
2.
Year(s) Commission paid
Attomey's Fees Brinser, Wagner & ~ immerman
Zip
3. Family Exemption: (If decedent's address is no the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills (letters $260.00 = $100,000-$200,00)
5. Accountant's Fees
6.
Dennis Bau[n
Tax Return Preparer's Fees
7. Other Administrative Costs
1
Register of Wills - Additional Cost of LE tters
lOT AL (Also enter on line 9, Recapitulation)
2,298.50
125.00
58.25
200.00
2,500.00
330.00
60.00
50.00
16,255.84
. Schec:kE H I
FmeraI Expenses &
COMMONWEALTH OF PENNSYLVANIA -
INHERITANCE TAX RETURN -. n il8~n; Costs CCI'1IiruKI
RESIDENT DECEDENT
Wilson, Charles A. I ;FILE NUMBER
ESTATE OF 21 - 06 - 0722
2 Register of Wills - Filing Fee for Inven~ory 15.00
3 PA American Water Company 203.54
4 PP & L - Electric 135.61
5 Zimmerman Plumbing - Repairs 710.00
I
6 SewerfTrash I 226.50
7 Diller's DumpfTrash Removal 124.86
8 Capital Storage I 1.702.15
9 Kathy's Cleaning Service - Clean out t ouse 604.20
10 Vital Records - Additional Death Certif cates 18.00
11 Ziegler Auction Co. - Commission on $ale of Real Estate 4.410.00
12 Ziegler Auction Co. - Advertising Costs for Sale 760.20
13 Cumberland Law Journal - Legal AdvE rtising 75.00
14 The Sentinel - Legal Advertising 137.03
15 Register of Wills - Short Certificate 4.00
16 Miscellaneous Expenses - Postage/No ary, etc. 18.00
17 Transfer Tax on Sale of Real Estate 1.470.00
18 Document Prep.fTax Certification for S ~Ie of Real Estate 20.00
Page 2 of Schedule H
REAL ES ATE AUCTION INVOICE
INVOICE # 070515
INVOICE DATE: May 30, 20 7
SELLER: Estate of Charles A Wilson
BUYER: Gary and Jeanne S
AUCTION DATE: May 15,2 07
ADDRESS: 28 Sharon Road, nola, P A
Real Estate Purchase Price
Real Estate Commission
$147,000.00
$ 4410.00
Advertising Costs
Fry Communications, I c. $ 455.70
Patriot News $ 304.50
$ 760.20
Ziegler Auction Company, Lt . EIN #23-2943591
Total due Ziegler Auction Co pany, Ltd:
$ 5170.20
stateinv.doc
. SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
COMMONWEAL 11i OF PENoISYL VANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Wilson, Charles A. 21 - 06 - 0722
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Verizon - Phone 22.71
2 AT & T - Phone 64.72
3 Comcast Cable 1.53
4 Water Bill 40.98
5 PP&L - Electric 88.60
6 NCFCU - Visa 17.95
7 Sadler Oil Co. 480.45
8 Real Estate Taxes 1.671.15
9 SewerfTrash Removal 115.00
TOTAL (Also enter on Line 10, Recapitulation) 2,503.09
,----
REV.1513 EX+ (~) *'
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Wilson, Charles A. I FILE NUMBER
21 - 06 - 0722
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(~ ) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not LIs1 Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright r.~ usal
aistributions, and nsfers
under Sec. 9116 (a (1.2)]
1 Brenda S. Valentine Daughter 1/3 Residue 71.671.41
1323 Grubb Road
Palmyra, PA 17078
2 Denise W. Warren Daughter 1/3 Residue 71.671.41
1409 South 1000 East
Salt Lake City, Utah 84105
3 James C. Wilson Son 1/3 Residue 71.671.41
1603 Marylou Retton Drive
Fairmont, WV 26554
Enter dollar amounts for distributions shown abov on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTIC N 9113 FOR WHICH AN ELECTION TO TAXIS
NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTF IBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXA alE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
EV-1513 EX+ (~) *'
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA B :NEFICIARIES continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Wilson, Charles A. 21 - 06 - 0722
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY 00 Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright sl iousal
aistributions, and l'ansfers
under Sec. 9116 ( ) (1.2)]
4 Kaye Reilly Friend Annuity on Schedule 25.000.00
16 Sharon Road G
Enola, PA 17025
Page 2 of Schedule J
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L ST WILL AND TESTAMENT
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CHARLES A. WILSON
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I, CHARLES A. wn.SO of the Township of East Pennsboro, Cumberland COWlty,
Pennsylvania, declare this to be Last Will and revoke any Will previously made by me.
Lake City, Utah 84105; and J
ITEM 1: I devise and be ueath all of my estate of every nature and wheresoever situate,
together with insurance thereon,' equal shares, to my children, BRENDA S. VALENTINE of
124 East Oak Street, Palmyra, P A 17078; DENISE M. WARREN of 1409 South 1000 East, Salt
their then living issue, per stirpes.
S C. wn.SON of 40 Depot Street, Alfred, Maine 04002, or
ITEM 2: I direct that all es that may be assessed in consequence of my death, of
whatever nature and by whatever j . sdiction imposed, shall be paid from my residuary estate as
a part of the expense of the admini tration of my Estate.
ITEM 3: I direct that all y just debts and funeral expenses be paid as soon as practical
after my death.
ITEM 4: I appoint my thr e children, BRENDA S. VALENTINE, DENISE M.
WARREN and JAMES C. wn.SO ,Co-Executors of this my Last Will.
ITEM 5: I direct that my ersonal representatives or their successors shall not be
performance of their duties in any jurisdiction.
required to give bond for the fai
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IN WITNESS WHEREO ,I have hereunto set my hand and seal to this, my Last Will
and Testament, this /r day 0
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.1998.
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CHARLES A. WILSON
Signed, sealed, published d declared by the above-named Testator as and for his Last
Will and Testament in our presenc ,who, at his request, in his presence and in the presence of
each other, have hereunto subscrib d our names as attesting witnesses.
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COMMONWEALTH OF PENN
COUNTY OF CUMBERLAND
I
VANIA )
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N, C!lt4yL 1(. ,)jlldU'V4/. and
the Testator and the witnesses respectively, whose
names are signed to the attached 0 foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authori that the Testator signed and executed the instrument as his
Last Will and that he had signed 'llingly, and that he executed it as his free and voluntary act
for the purpose therein expressed, d that each of the witnesses, in the presence and hearing of
the Testator, signed the will as wi ess and that to the best of his or her knowledge, the Testator
was at the time eighteen (18) ye of older, of sound mind and under no constraint or undue
influence.
dged before me de., It.1J. p. &'1 A/'t- by
r, and subscribed and sworn to before' me by
and I/~A ~ ni~ Coy~ . the witnesses,
1998.
No
~AIUL SEAL
HENRY F. COYNE, Nota~ Public PI'
",;c.... Twp., CumbMl~nd County,
Ha My eomtNselon bplr.. June \7,2000
6
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Pd 1.lo0. 00
A. P P 50. 00
TP 6\0.00
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