HomeMy WebLinkAbout12-27-111505611185
, (FI)
11
02
)
-
oFFlC1AL USE ONLY
REV-1500 EX (
""
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 21 11 0 0 7 7 0
PO BOX 280601
Harrisburg, PA 17128-0601
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Date of Death MMDDYYW Date of Birth MMDDYYW
Social Security Number
206-10-9234 07142002 08011918
Decedent's Last Name
Suffix Decedent's First Name M I
ROLAND K
WISE
(If Applicable) Enter Surviving Spouse's Information Below M I
Suffer Spouse's First Name
Spouse's Last Name
KATHERINE K
WISE
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
_ _ REGISTER OF WILLS
FILL IN APPROPRU\TE BOXES BELOW
lemental Retum 3. Remainder Retum (Date of Death
S
^
®
1. Original Return u
2.
pp Prior to 12-13-82)
d Estate
it
^ 4
Li romise (date of ^ 5. Federal Estate Tax Retum Required
^ 4a.
2t1 08
e
.
m )
death aftee 1
Decedent Died Testate
® 6 7. Decedent Maintained a Living Trust - 8. Total Number of Safe Deposit Boxes
^
.
(Attach Copy of Will) (Attach Copy of Trust.) ^
9113(A)
S
d
^ 9. Litigation Proceeds Received ec.
er
^ 10. Spousal Poverty Credit (Date of Death 111. Election to Tax un
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTI Day~tlme TOC eph00nE NU~~ BE DIRECTED TO:
Name
I TNne .I. t_uNDBERG VP 717-730-2265
First Line of Address
4242 CARLISLE PIKE
Second Line of Address
P-0• BOX 308
City or Post Office State ZIP Code
CAMP HILL PA 17011
REGISTER OF WILLS USE ONLY
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Correspondents e-mail address: LINDA • L U N D B E R G a P N C• C O M
Under penalties of ~l pp~¢t@I'!I>~t I(gpt~~g~°n~~ rr~l ig accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct an ' - e e. aecTare4ion personal repnsentative is based on all infonnatiai of which PreParer has any knowledge•
nerr=
ADDRESS v ra.c r ~ va..,a • • ~~- ~+• • •~-~-• v
P-O- BOX 308 CAMP HILL, PA 17001-0308
SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505611185 1505611185
OM4647 3.000
J
1505611285
REV-1500 EX (FI)
Decedent's Social Security Number
2D6-10-9234
Decedent's Name: WISE R O L A N D K
RECAPITULATION
1. Real Estate (Schedule A) 1, D . D D
2. Stocks and Bonds (Schedule B) . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • g_
4. Mortgages and Notes Receivable (Schedule D) 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5,
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested 7.
8. Total Gross Assets (total Lines 1 through 7) 8
12,938.12
0.00
0.00
0.00
0.00
0.00
12,938.12
9. Funeral Expenses and Administrative Costs (Schedule H). g.
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10.
11. Total Deductions (total Lines 9 and 10), 11.
12. Net Value of Estate (Line 8 minus Line 11) 12.
13. Charitable and Governmental Bequests/Sec 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 CALCULATION - SIEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers un~er Sec. 9116
(a)(1.z>x.o- 1D, 399.32
15.
16. Amount of Line 14 xable
~
at lineal rate X .0 4
0 • 0 0 16.
17. Amount of Line 14 taxable
at sibling rate X .12 D , D D 17
18. Amount of Line 14 taxable
at collateral rate X .15 D • D D 18.
19. TAX DUE 19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505611285 1.505611285
OM4646 3.000
2,538.80
0.00
2,538.80
10,399.32
0.00
10,399.32
0.00
0.00
0.00
0.00
0.00
REV-1500 EX (FI) Page 3
Ilnrniien+'c (`_mm~leto Arlrlwcc•
File Number
ai. i. i. nn~~n
DECEDENTS NAME
WIS AN K
STREET ADDRESS
MB RL D
CITY
L MOYNE STATE
PA ZIP
704 -
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments D • D 0
B. Discount 0 • D 0
(1> 0 • D D
Total Credits (A + B) (2) D • D D
3. Interest
(3) 0 • D 0
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) D • D D
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) D • D D
Make check payable 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:
a. retain the use or income of the property transferred
b. retain the right to designate who shall use the property transferred or its income
c. retain a reversionary interest .. .
d. receive the promise for life of either payments, benefits or care? Yes
^
^^
^ No
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death?
4. Did decedent own an individual retirement account, annuity, or other non-probate property, which
contains a beneficiary designation?
^
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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
Far dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt 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.
Far dates of death on or after July 1, 2000:
• The tax rate imposed on the net valiue of transfers from a deceased child 21 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 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 decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)j.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
OM4671 2.000
REV-1502 EX+ (01-10)
Pennsylvania
DEPARTtAENTOF REVENUE
INHERRANCE TAX RETURN
RESIDENiDECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF: FILE NUMBER:
ROLAND K. WISE 21 11 00770
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 exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, bath having reasonable knowledge of the relevant fads.
Real property that is jointlyowned witfi right of survivorehlp must be disclosed on Schedule F.
swasss z.ooo If more space is needed, use additional sheets of paper of the same size.
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ROLAND K. WISE 21 11 00770
All property jointly-owned with right of survivorship must be disclosed on Schedule F-
VALUE AT DATE
ITEM DESCRIPTION
NUMBER OF DEATH
1.288 Shares
CATERPILLIAR INC DEL COM
CUSIP: 149123101
2 50 Par
UNITED STATES SERIES EE SAVING BOND ISSUED 12/1991
TOTAL (Also enter on line 2, Recapitulation) $
awasss i.ooo (If more space is needed, insert addftional sheets of the same size)
SCHEDULE B
STOCKS 8~ BONDS
12,891.60
46.52
12,938.12
REV-1507 EX+ (6-98)
SCHEDULE D
COMMONWEALTH OF PENNSYLVANIA MORTGAGES ~ NOTES
INHERITANCE TAX RETURN RECENABLE
RESIDENiDECEDENT
ESTATE OF FILE NUMBER
ROLAND K. WISE 21 11 00770
All properly joinUyowned with right of survivorship must be disclosed on Schedule I°.
3wasAC t.ooo (If more space is needed, insert additional sheets of same size)
REV-1508 EX+ (1 t-10)
Pennsylvania
pEPARTNENTOF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
ROLAND K. WISE 21 11 00770
ow46AD 2.00o If more space is needed, use additional sheets of paper of the same s¢e.
REV-1509 EX+(01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLYAW NED PROPERTY
ESTATE OF
FILE NUMBER:
ROLAND K. WISE 11 11 00770
ff an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule Cs
SURV N ING JONT TENAM(S) NAME(S)
JOINTLY OWNED PROPERTY:
RELATIOtJSHPTO DEC®B~lT
REM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
.fOr,IT DESORPTION OF PROPERTY
INCLUDE NAME OFFlNANCUILINSTITUTIONANDBANKACCWN7NUMBERORSIMLAR
IDENTIFYING NUMBER.ATTACNDEEDPoRJOINTLYHELDREALESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DE{;~f~.5'
r`rTEREST DATE OF DEATH
VALUE OF
DEC®ENT~SINTEREST
None
TOTAL (Also enter on Line 6, Recapitulation) S
0.00
9W46AE 2.OOD ff more space is needed, use additional sheets of paper of the same size.
REV-1510 EX + (08-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
OF
ROLAND K. WISE 21 11 00770
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBS DESCRIPTION OF PROPERTY
MICUDETFEWMEOFTE7R.4NSFEREE,TFEIRRELATIONSHIPTODECEDENTANO
TFE MTE OFTRA7SFFR. ATfAGiACOPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
%OFDECD~S
INTEREST EXCLUSION
F APPIJCABLE TAXABLE
VALUE
~ • None
TOTAL (Also enter on line 7, Recapitulation) $
If more space is needed, use add'Itional sheets of paper of the same sae.
9W48AF 2.000
REV-1511 EX+(10-0g) SCHEDULE H
Pennsylvania
DEPARlMENfOF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ROLAND K WISE 21 11 00770
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ None
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) PNC BANK N. A.
Street Address 4242 CARLISLE PIKE
City CAMP HILL State PA ZIP 17011
Year(s) Commission Paid:
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
7.
1 SAIDIS, SULLNAN ~ ROGERS REII~URSEMENT FOR:
PROBATE COSTS 115.50
LEGAL ADVERTISING 75.00
TOTAL 190.50
Total from continuation schedules .
650.00
1,500.00
190.50
198.30
TOTAL (Also enter on Line 9, Recapitulation) ~ $ 2 , 538.80
swasnc z.ooo If more space is needed, use additional sheets of paper of the same size.
Estate of: ROLAND K. WISE
Schedule H Part 7 (Page 2)
2 THE SENTINEL
LEGAL ADVERTISING
3 REGISTER OF WIiLLS
PA INHERITANCE TAX RETURN AND INVENTORY FILING FEE
21 11 00770
168.30
30.00
Total (Carry forward to main schedule) 198.30
REV-1512 EX+ (12-OB)
Pennsylvania
DEPARTIuENTOF REVENUE
NHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES 8~ LIENS
ESTATE OF
ROLAND K. WI
FILE NUMBER
i'1 11 00770
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
swasAH z.ooo If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10) SCHEDULE J
Pennsylvania
oEPARnrENrOF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER:
ROLAND K. WISE 21 11 00770
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS (Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1, KATHERINE K. WISE
211 CLARK STREET
LEMOYNE, PA 17043
RESIDUARY ESTATE: 10,399.32 Surviving Spouse 10,399.32
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER. SHEET, AS APP ROPRIATE.
(( NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARffABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ; 0.00
swasni z.ooo If more space is needed, use additional sheets of paper of the same size.
__ _
LAST WILL AND TESTAMENT
OF
ROLAND Y.. WISE
I, ROLA~ID K. WISE of the Borough of Lemoyne, Cumberland
County, Pennsylvania, declare this to be my Last ti,Ti11 and
Testament, hereby revoking any will previously made by me.
I - I direct the payment of all my just debts and
funeral expenses out of my estate as soon as may be practical
after my death.
II - I devise and bequeath all of riy estate of whatever
nature and wherever situate unto my wife, Kathryn K. Wise pro-
viding she survives me by sixty (60) days.
III - Should my said wife fail to be living on the
sixty-first (61st) day following my death, then I devise and
bequeath all of my estate of whatever nature and wherever
situate unto my brother-in-law, Harry C. Ki,llick of York Haven,
Fa., or his issue per stirpes.
IV - I direct that there be no public sale of my house-
hold goods and furnishings conducted from the premises.
V - I appoint my wife, Kathryn K. Wise, Executrix
.D, SLI%E Ec BAYLEY II
.~x x~.:.r cer~
11Ll, Pexxsr~vwxu ~aoii
of this, my Last Will and Testament. Should my said wife fail to
qualify or cease to act as such, then I appoint CCDIB Bank, N.A.,
Pdew Cumberland, Pa., to act it this capacity. Neither of my
personal representatives shall be required to post bond in this
or any jurisdiction.
' ~ ,,
Page 1
III' WITr1ES5 WHEP~EOF, I have hereunto set my hand and seal
on this, the ~~ti"' day of G 19$0.
~~
(SEAL)
Ro an ise
Signed, sealed, published and declared by ROL~~'VD K. TwTISE, Testa-
tor therein named, on this and one (1) other sheet of paper as
and for his Last Will and Testament in our presence, who, in
his presence, at his request and in the presence o~ each other,
have hereunto subscribed our names as attesting witnesses.
,~ ~'~ _~
a e -~-~~ UAd r e s s
ame A ess ,
iLIE.E & BAYLEY
INEYS AT LAW
'Petra srt. wrvu i>oi~
Page 2
_0, SLIKE 8 BAYLEY
RORNEYS AT LAW
109 MARKET STREET
Illl. PENNSYl4AN1A 11011
CIOMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF' CUMBERLAND)
I, ROLAND K. WISE , the testator whose name is signed
to the attached or foregoing instrument, having been duly quali-
fied according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it will-
ingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by
ROLAND K. WISE the testator this 27th day
of June 19 80 .
otary Public
Thelma S. ~,4cCauslin, Notary Pahfit
My Commission Expires Ju?y 1, 1984
Camp Hiil, PA Cumberland County
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
WE, the undersigned,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose ar~d
say that we were present and saw the testator sign and execute
the instrument as his Last Will; that ROLAI~ID K. WISE
signed willingly and that ROLAND K. WISE executed it
as his free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the testator signed
the will as witnesses; and that to the best of our knowledge the
testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
Sworn to and subscribed before me
this 27th day of June , 1980
f
C ~
N tary Public
Thelma S. McCauslin, Plofary P~'alic
My Commission Expires Ju?y t, 1984
Camp Hill, PA Cumbzr?and County
PAGE NO. 1
ESTATE TAX SECURITIES VALUATION
Issues sorted by security. of Estate: KATHRYN R WISE ESTATE
ACCOUNT: 8990695-004-27-27 Name
DATE OF DEATH: Sunday, Jnly 14 2002
PRICE HIGH/ASK LOW/BID MEAN SECURITY ACCRUED COt•41FNT5
ITEM CUSIP NO. SNARES/ DESCRIPTION
DATE PRICE PRICE
PRICE
VALUE D1V INT
_______
PAR VALUE ________ __________
_
_
_____________ __
--
____ _________ _ ___________ _____ __
______
________________________
_
07/12 46.2000 44.9000
5.3000 NYSE
1) 149123101 286 CATERPTT.T.ae INC DEL 07/15 45.5000 42.9500 44.22500
COM 44.76250 12,691.60
12,691.60 O.DO
Grand Totals
12,891.60
Total Principal plus Accrued interest and dividends
This report was prepared using APPRAISE Ver. 7.6.0 software, as EVALUATION SERVICES, INC. prodixct.
Phony 201 794 8500. Visit our'web sites at WWW.APPRAISENJ.COM and WW[Q. CAPITALCHANQESONyINE.COM.
Please co®pare the data on this document carefully with your source document to verify its accuracy.
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072002 UPDATE ! ~~ Calculator
Series: DenomiMtion: Bond Serisl Number: Iswe Date:
_ Notes Description
EE Bonds 50 ~ ~ NI Not Issued
NE Not eligtbk for payment
I~. • • • s • PS Includes 3 month
Interest penalty
NA Matured and nat earning
Calculator Results for Redeimption Date 07/2002 ~ Interest.
Total Price TotaLValue TotalInterest
;25.00 ! ;46.52 ;21.52
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