HomeMy WebLinkAbout72-0556~. ~a~ - ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT CHASE _ :::
MELLON BANK N.A.
P 0 BOX 7899 ROOM 193
PHILADELPHIA PA 19101
REV-1547 E% AFP (01-02)
DATE 06-17-2002
ESTATE OF HART WILSON C
DATE OF DEATH 10-23-1972
FILE NUMBER 21 72-0556
COUNTY CUMBERLAND
ACN 102
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HART WILSON C FILE N0. 21 72-0556 ACN 102 DATE 06-17-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 66 , 543.27 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 tax payment.
b. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (81 66,543.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) _00
12. Net Value of Tax Return (121 66,543.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6 6,543.27
14. Net Value of Estate Subject to Tax (141 .00
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 06 - .00
17. Amount of Line 14 at Sibling rate (17) .00 X 00 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 1 5 - .00
19. Principal Tax Due (191= .00
DATE ~ NUMBER ~ INTEREST/PEN PAID (-) ~ AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~ ,.
.=. =t - „- s•l r; I fCR^A':S Of C:,:TH s~~.R 1:;~ 1;91 C: • < +:. _
G.-CT.Gj t' ~ D~ I tr Q JpCU.~i/SL .-- ~ ^
n-~'~~ j lNr~=>2;TANCE TAiC R_ I URN PCvERT'f cREOrr rs c:arMEO _~
-~~- I RESIDENT DECEDENT fiLE NUMBER
(:OM,wQN`NSA(iM Of -ENNSY!'JANIA ~ (TO BE FILED !N DUPL-1CAT"c 21-72-0556
OE?AaTMENi QFREYENUE
°`°' 29C~' ~"~iTH RcG157tR OF WILLS)
Hiss:,d~~G ~, t~::a.ca;r COUN'Y CCO°_ Y°~~ "t',u3;~
~~. ....5^.r; ~~ 5 IlA1i, Ha,t, •rr~ .,NCO.' ~ti~;~~U OEC:CEN r'; .HMV!; CE •JCa: S;
Hart, Wilson C.
i,GCUt SECOxi r7 NUMdE3 10.+;E CF OE.+;n OAfE Cf drR7r+
W
W
G
w
Y 6 N
V `,.- Y
w "
_ C -
~Q,m
N
W
~a
G -
C C
U y
0
a
J
d
c
10-23-72
c~~~,.
w .••,.e..nn ,~ ~-~ ~. , .wr-~ ~..'e ~usr, rulr •w0 rioo~t n.rt,•q I ~,.u+t ~e~~.u ~ r. u~..aen
Cumberland
N; REC:I`~EJ (SEE +NST~UClCN
CI 1. Origincl Return Lf :, Supplemental Return ~ 3. Remainder Return
(ior does cf decth pricr to 1Z-1:,-dZj
d, limited Eacte ^ dc. Future Interest Comcromise C S. i:adercl Estate Tcz Return Recuired
- (ior does of doc:h titer 12-12.8Zj
6. Decedent Gied i asrere ^ 7. Decedent Meintcined a Living Trust ~ 8. Tote! Number of Sc'a Deposit iioxes
(Arcch copy al Wiil) (Attach copy of Trust)
ALL:'CORRESPONDFNCE AND CONFIDENTIAL TAX tNFdRMATION SHOULD BE D1R~C7ED TQ: '
NAME y~j2 i 1 OA 13 d; K, ~ . 4 . C,^,MVlE1E MAILING AcCZ_'SS
ATi'N: Re' z C'haca I`lellon Bank, N.?.
'Elc?HGNENUMSER Tax Officer P•0• Box 7899, R„ 193-0205
1215 1 5,~_n~nA Philadelphia, PA 19101-7899
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Neld Stock/Portnership Interest (Schedule C)
d. Mortgages and Notes Recaiva'tle ($clsedule D)
5. Cosh, Bank Deposits S Miscellaneous Personal Property
{Schedule E)
b. Jointly C?wned Property (Schedule F)
7. Transfers (Sutsedule G) (Schedule l)
8. fatal Gross Assets (total Lines 1.7) .
4. Funeral Expenses, Administrative Costs, Miscellaneous
Expansos [Schedule K)
i0. Debts, Mortgage liabilities, Liens (Schedule I)
11. Total DeduCions (total Lines 9 ~ ICJ
I2. Net Value of Estate (line 8 minus line 1 I)
3. eritc_ie anal Gcv.,-nmentcl Bequests (Schedule J)
l d. Net Value Subject io Tax (Line 12 minus line 13)
0
a
>-
a
0
U
x
4
~--
IS. Spousal Transfers (for dates of deatfi after b-30.9d)
See In:trvctions Far Applicable Percentage on Reverse
Side. [Include valves from Schedule K or Schedule M.)
16. Amount of Line ld taxable at 6°.5 rote '
[Include values from Schedule K or Schedule M.)
17. Amount of Lina id taxable a! 1544 rate
•' ()nclude values from Schedule K or SuSedule M.)
13. Principal tax due [Add tax from Lines lS, 16 and 17.)
19. Credits Spousal Poverty Credit prior Payments
(1) -
(2j 66.543.27 _. '
(3)
(d)
(S)
(b)
{7) 66,543.27
(a)
(q)
(10)
.. (1lj
' (12) 66.543.27
. (13) 65,543.27
{1SJ .
(i6)
(T 7)
Discount
Interest
+ + -
20. 1f Line 19 is greater lficn Cine 18, enter the difference on Line 20. This is tfss OVERPAYMENT.
.~~ ~
1. If Line 1 B is greater than Lina 19, enter the dirference on Line 21. This is the TAX DUI:.
A. Enter the interest on the bclance due on Line 21A.
8. Enter the total of Line "tl and Z1A on Line Z16. ibis is the BALANCi: DUE.
Make Check Payable to: Register of Wi11s, Agent
(1a) NONE
x. ` __
x.06=
x .1S
NONE
(18)
_ (19)
(20)
(21 j NONE
[2 t A)
(z 1 Bj NONE
~ ~- 3 St1'2": TO A~iSrti'„K ALL QUFai70NS ON R~'~5: SIDE A',1D TO REC}-i_CIC h1ATN -•~-~
•r penetties of oarjury, t dec'.are that i have examined this return, including accompanying schedule: end s:ctemena, cnd to the bast of my fcno~.fadge end beliri,
ve, correC and complete. I de<iore that all rocl estcte has been reported at true mcrxel value. Declcrction of preparer orher than the personal reoresentativo is
..dd on al! information or which preparer hcs any knowledge.
LIRE Of PERSON RESP/Q+hSJbIE F FiIING REi N AOORESS D ~7-
;r.AtURE OF IREfARER O1MER iMAN REIRi 1A.IYE ADDRESS ~ CAiE
d-^i r _ _
REV.t507 EX ~ (a.861
~;
CC)MMONWEAITN Of PENNSYLVANIA
~NNERITANCE TAX RETURN
4ESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ATE OF
Wilson C. Hart
NUMBER
21-72-0556
(All property jointly-own~o with Righc of Survivorship must be disclosed on Sch~dul• F.)
state valua*_io^
Da~° cf Death: 02/09/2002
val•~atier~ Date: 02/09/2002
Fr:^cess~na Date: 03/08/2002
Estate of: HART w C Tjw
ACCOUl~t : 1 017051 0 ~~i7
Report Type: Date of Death
Nur::ber of Securities: 1
'ile ID. 0517~n%
Shares Security Mean ~/or Div & Ins ~ecu__ty
;,: Far Descriptio., `r:ighi.~sic Low/Eid Adj'ments Accruals Value
1) 5=90.07 i4PR.~4 :DS T~ (53130`3?7)
EALANCcD FD
NASDAQ
G2/OS/2002
11.01000 aid
11 . G10000
b~,5--o.c7
.~
~C 1, S~-'.O 07
~', "~~i6,~c
C-6~ s 4 5, } i
Fage 1
This report was produced with Lstateval 2000, a produce of Estate Valuacior.s &
?ricin~ Systems. Inc. Zf you have questior_s, please contact EVP Syste-~s at
(S1o) 3'_3-6300. (Revision '.0.4)
~:~ TO~~! P~G~. ~~ vw~
REV_IS 17 F%. ~~-R7~
~:~" :`'t~ SCHEDULE J
COMMONWEALTH OF VENN$Yl`/ANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wilson C. Hart
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
I RELATIONSHIP AMOUNT OR
i SHARE OF ESTATE
1. A. Taxable Bequests:
I
i
I
i
~
ITEM
NUMBER NAME AND ADDRESS OF SENEFiClARY AMOUNT OR
Si1ARE OF ESTATE
B. Charitable and Governmental Bequests:
1~ Eberly's Mills Church of Cod 22 181.09
Camp Hill, PA
2. St. Theresa's Roman Catholic Church
New Cumberland, PA 22,181.09
3. Boys Town 22,181.09
Boys Town, NE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recopituiation) IS 66,543.27
FILE NUMBER
(If more space is needed, insert additional sFEeets of same sire)
L'~ ' ~ ~0 ~" ~ d 3Sy~ 1 174200.4 03168
oo~ O~~Q.J~ ~ q C HART T/M 70
l6 INV.OFF. (ACCT. MGRI
AONI.OFF. (TRUST OFFICER) 72
~'- i
I
I
i
I
I, WILSOS C. HART, OF Lower Allen Township, Cumberland County, Pennsyl-
vania, Wake, publish and declare this to be my Last will and Testament, hereby
V
revoking and making void any and all Wills by me at any time heretofore made.
i 1. I direct the payment of my just debts and funeral expenses as soon
l
after my decease as may be convenient to .my Executor hereinafter named.
i
2. I give and bequeath One Thousand Dollars ($1,000.00) to St. Theresa's
I
Roman Catholic Church, :vew Cumberland, Pennsylvania, in memory of my wife, 2•fary
Elizabeth Hart.
3. I give and bequeath One Thousand Dollars ($1,000.00) to my niece
Rachel B. Winn.
4. I give and bequeath unto Edwin E. Hess such of my household goods as
he may select.
S. All the rest, zesidue and remainder of my estate, I give, devise and
bequeath unto Harrisburg ~;ational Bank and Trust Company, in trust, for the
following uses and purposes:
A. To convert into cash and invest and re-invest the same in
{ investments selected in its sound discretion, and to administer the same i..
accordance with the Fiduciaries Act of Pennsylvania;
i
B. To accumulate and re-invest the income until Edwin E. Hess
~I
attain the age of b2 years, and thereafter to pay the income Cato Edwin E.
Hess and ?farjorie R. Hess, his wife, or the survivor of them, flaring the life
of the said Edwin E. Hess and i'.arjorie R. Hess and the survivor; provided,
hoc•ever, (i} that in tae event ether shall s+affer any disability, the trsstee
may at its discretion pay the income or any portion of the principal it deems
I
reasonably reouired to or `_or the benefit of the beneficiary suffering sac:
disability. I: Edwin E. Hess shall fail to attain the age of 62 years, I
-1-
direct that the trustee at his death distribute $2,000.00 to his widow, i_`
she survives, and pay her thereafter the income and any portion of the
principal deemed by the trustee to be reasonably required for her co-..fort and
support.
(2) At the death of the survivor of Edwin E. Hess and ".arjorie R. Hess,
I direct that the trustee distribute the balance in its hands equally among
the following:
Eberly's Mills Church of God, Camp Hill, Pennsylvania
St. Theresa`s Roman Catholic Church, New Cumberland, Pennsylvania,
Boys Town, Nebraska
(3) In the event my death shall occur within 30 days alter the execution
of this Will, I direct that the trustee distribute the fund in its hands to
Edwin E.. Hess on his attainment of age 62, or if he shall fail to attain such
age, to Marjorie R. Hess, and if neither survives, to such person as the
survivor shall appoint the same by his or her Last Will and Testament.
6. I appoint Harrisburg National Bank and Trust Company to be the
Executor of this Will.
IN WITNESS WHEREOF, I hereunto set my hand and seal this 7 '~' day of
',~\ , 1969.
~f~ :~.c"rzc Cam. !-7c~~.~ (sF1sL)
Signed, sealed, published and declared by the above named Testator as and
for his Last Will and Testament in the presence of us, who, at his request,
in his presence and in the presence of each other, have hereunto subscribed
our names as witnesses.
~n../~:.,/ LT~ /
,/
-'-