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Home My WebLink About09-09-05 -'~~."., '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (lAST. FIRST, AND MIDDLE INITIAL) use a blank block ~ ~ale words REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT CV1> . , .' i OFFICIAL USE ONLY I- Z W C w o w C W l- ll:: :!U) OO::lI:: WD.O J:OO 00::....1 D.ID D. 0( z o i= <( ...J :) l- ii: <( o w D:: z o i= ~~ I-~ :::E o () FI.E IIlMBER 2 1 o 5 o 6 8 6 COUNTY COllE YEAR NUlIIlER H E S S I G NOR H SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH 1 9 5 -2 0 -6 7 6 2 o 4 /2 9 /2 0 5 o 1 /0 8 /1 9 1 4 o (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS I- Z W C Z o D. U) W 0:: 0:: o o 001. Original Retum 0 2. Supplemental Retum 0 3. Remainder Retum (daleofdealhpriortoI2-13-82) o 4. Limited Estate 0 4a. Future Interest Compromise (daleofdealhallerI2-12-82) 0 5. Federal Estate Tax Retum Required o 6. Decedent Died Testate (Attach copy of Will) 0 7. Decedent Maintained a Living Trust (Attach copyofTrust) _ 8. Total Number of Safe Deposit Boxes o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (dale ofdealh belween 12-31-91 and 1-1-95) 0 11. Election to tax under See. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPlETE MAILING ADDRESS John M. Eakin Market Square Building FIRM NAME (If Applicable) TELEPHONE NUMBER 717 766-3172 Mechanicsburg, PA 1755 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) .. . OFFICIAL USE ONLY (1) (2) (3) (4) (5) , 1 0 4 . 0 0 (6) 1 9 ,6 7 2 .4 7 (7) t-' ('-~-:~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) I 1..0 -, -.) (~") . \ -n t:=S lTl I --I '---- --~ 1 9,7 76.4 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) (8) 8 , 5 2 8 . 3 3 , 9 1 9 . 1 5 (11) (12) (13) 9 ,4 4 7 4 8 1 0 ,3 2 8 9 9 7 10. Debts of Decedent Mortgage Liabilities. & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of line 14 taxable 1 0 3 2 8 9 9 at the spousal tax rate ,. See instructions on reverse side for applicable percenta!le 16. Amount of line 14 taxable at 6% rate 17. Amount of line 14 taxable at 15% rate (14) 1 0 ,3 2 8 .9 9 ,4 6 4 .8 0 x .045 (15) x .06 (16) (17) (18) ,4 6 4 .8 0 X .15 18. Tax Due 19. Decedent's Complete Address: STREET ADDRESS B V'II ,~. ethanv I a!-le 5225 Wilson Lane CITY Mechnaicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) Total Credits (A + 8 + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E) (3) If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 19 to request a refund (4) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) I 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: Yes a. retain the use or income of the property transferred; .............................................................. 0 b. retain the right to designate who shall use the property transferred or its income; .................0 c. retain a reverl'lionary interest; or .............................................................................................. 0 d. receive the promise for life of either payments, benefits or care? ........................................... 0 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....................................................................................................................... 0 4. Did decedent own an individual retirement account, annuity, or other non-probate property? ..... 0 4. 5. 464.80 464.80 464.80 No IKI IKI IKI IKI IKI IKI IKI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU IMUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. 72 P .5. ~9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use ofthe surviving spouse from 3% to 0% for date~ of death on or after January 1, 1995. The statute does not exemDt 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 JANUARY 1, 1995 - Please answer the following question by placing an "x" in the appropriate space. Did the decedent create a tru.t or similar arrangement which is soley for the surviving spouse's benefit for his or her entire lifetime? Yes 0 No 0 If you answered yes to the abov~ question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time it will be f(Jlly taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on Schedule J, Part II, in order to r~move it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available und~r Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portiqn of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must /3ttach Schedule 0 to a timely-filed tax return, 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 beneficiary(ies). ~'~":"., . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF HESS. GINOR H. FILE NUMBER 21 05 0686 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 104.00 Capital Blue Cross, Premium Refund TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 104.00 ""~":',." .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF HESS GINOR H If an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G. FILE NUMBER 21 05 0686 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Larue M. Hess 355 Stoner Road Mechanicsburg, PA 17055 son B Mary Hess Avery 6725 Old Berwick Road Bloomsburg, PA 17815 daughter c Gary L. Hess 70 Orchard Road Benton, PA 17814 son JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include n<me of financial institution and balk account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. GJ( Columbia County Farmer National Bank, the following: (see attached) 1 0-20-~ Account 418618 2,666.28 25. 666.57 10-1-02 Account 078406 26,300.12 25. 6,575.03 2-26-98 Account 092228 4,907.82 25. 1,226.96 2-26-98 Account 009231 29,060.12 25. 7,265.03 11-26-0 Account 075782 9,061.37 25. 2,265.34 2. A Members First F.C.U. the following: (see attached) Account 212,290 - checking 147.24 50. 73.62 Account 212,290- savings 25.74 50. 12.87 Account 212,290 - money management 3,174.10 50. 1,587.05 TOTAL (Also enter on line 6, Recapitulation) $ 19672.47 (If more space is needed, insert additional sheets of the same size) (@ ColcnrJbj(J County FaRrrJeRS Notjonal13ank 232 East Street. Bloomsburg, Pennsylvania 171115 . 570.78441\00 Columbia County Farmcrs National Bank Lightstrcct (micc 232 East Street Bloomsburg. Pa. 17815 May 27. lOll) LaRue M. I less 355 StonC!" Rd Mechanicsburg. Pa. 17055-9600 Dear Mr. rless. Per our phone conversation as of May 18.2005. listed below you willlind the rcgistration of accounts. along with the balances as of the date of death for Ginor Iless. Money Market Deposit Account #2202418618 $ 2.666.29 Ginor Hess. Mary Avery. Gary L. Hess, LaRue M. Hess Joint with Rights of Survivorship J IJ )fl- ill ~1- Flex Time Deposit #4000078406 $26,253.62 + Accr. Int. $46.50 GinoI' H. Hess, Mary A. Avery, Gary L. Hess, LaRue M. Hess Joint with Rights of Survivorship Certilicate of Deposit #500009228 $ 4,858.91 + Accr. Int. $48.91 Ginor Hess, LaRue M. Hess, Gary L. Hess, Mary Avery Joint with Rights of Survivorship Certilieatc of Deposit #5000009231 $28,927.80 + Accr. Int. $132.32 Ginor Hess or Gary L. lIess or LaRue I-less or Mary A very Joint with Rights of Survivorship Certificate of Deposit #5000075782 $ 9,000.00 + Accr. Int. $61.37 Ginor Hess, Gary L. Hess, LaRue M. Hess, Mary Avery Joint with Rights of Survivorship If we can be of any further assistance, please do not hesitate to contact us by calling: (570)387-3454. " Respectfull y, ~:u:x,~ -=-~~ Faith Smith Data Deposit Assistant Brancll Olflces State Street Millville. PA 17846 570.4585650 4242 Old Berwick Road Bloomsburg, PA 17815 570.784.8474 Lightstreel Road Bloomsburg. PA 17815 570.7845600 Markel Street Benton, PA 17814 570.9256181 1 00 Lunger Drive Bloomsburg. PA 17815 5703802215 (InSide Wal.Mar1 SlIpercenlel) Main Street Orangeville. PA 17859 5706835200 Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.memberslst.org Main Switchboard: (717) 697-1161 or (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TOO: (717) 697-5312 or (800) 283-2328 exl. 5312 TeleBranch: (717) 795-6049 or (800) 237-7288 MEMBERS 1st FEDERAL CREDIT UNION *- --- -= - N== --= N- ..,.- 0:-- * 14164 1 AV 0.278000 28327-14164 1...111"1111....1.1..1.1.1.1.,.11..11"111"..1.1.,1,1.1...11 GINOR H HESS 355 STONER ROAD MECHANICSBURG PA 17055-9600 Statement of Accounts Apr 01, 2005 thru Apr 30, 2005 Account Number: 212290 Account Balances at Checking: Savings: Certificates: Loans: Money Management: a Glance: 147.24 25.74 0.00 0.00 3,174.10 Page: 1 of 2 Join the Hap E. Traveler's club on a trip to New York City on Saturday, June 18, 2005. See the enclosed insert for more information. CHECKING ACCOUNTS 11 - CHECKING Date Apr 01 Apr 12 Apr 18 Apr 18 Apr 19 Apr 30 Check # 000255 000256 Date Apr 12 CHECK SUMMARY Amount Date' !i.Checl(# 7,297.00 Apr 19\ ~,000?57 104.00 Apr 18 ". J' .''- 3 Cl1ecks Cleared for 7,431.00 . \ -. - D~OSITS,\D. j .'. THER CR ITS Amount Descri tion / Date Amount 7,565.00 Deposit Members 1st OOline Tran,gter Transaction Description Balance Forward Joint Owner: LARUE M HESS Deposit Members 1st Online Transfer From Share 00 Check 000257 Tracer 0418024494 Check 000256 Tracer 0418005526 Check 000255 Tracer 0419002174 Ending Balance SAVINGS ACCOUNTS Ih 1VIEMll13I(S 1st 00 - REGULAR SAVINGS Date Apr 01 Apr 01 Apr 07 Apr 11 n'.DEILl\ L en EDIT ONION Transaction Description Balance Forward Joint Owner: LARUE M HESS Deposit ACH SOC SEC 10: 3031036030 Withdrawal Members 1st Online Transfer To Loan 4121449992122908 Deposit ACH GINOR HESS TYPE: DEMAND CR 10: 195206762 Additions Subtractions Balance 13.24 7,565.00 7,578.24 7,548.24 7,444.24 ~'24 C147~ 30.00- 104.00- 7,297.00- Amount 30.00 Date Apr 18 Descri tion Additions Subtractions Balance 902.27 899.00 1,801.27 141-:56- 1,659.71 7,500.00 9,159.71 - - - Continued on following page - - - tv 1st ~~~~!l: * N- - N_ ~ ~ N_ ~- 0- * Date Transaction Description Apr 12 Withdrawal Members 1st Online Transfer To Share 11 Apr 12 Withdrawal Members 1st Online Transfer To Share 05 Apr 12 Withdrawal Members 1st Online Transfer To Share 05 Apr 30 Deposit Dividend 1.000% Annual Percentage Yield Eamed 1.00U'/D from 04/01/2005 through 04/30/2005 Apr 30 Ending Balance 05 - MONEY MANAGEMENT Transaction Description Balance Forward Joint Owner: LARUE HESS Apr 12 Deposit Members 1st Online Transfer From Share 00 Apr 12 Deposit Members 1st Online Transfer From Share 00 Apr 30 Deposit Dividend Tiered Rate Annual Percentage Yield Eamed 1.02(J}{, from 04/01/2005 through 04/30/2005 Apr 30 Ending Balance Date Apr 01 YTD SUMMARIES TOTAL DIVIDENDS PAID 00 REGULAR SAVINGS 05 MONEY MANAGEMENT 11 CHECKING 3.87 5.92 0.76 Total Year To Date Dividends Paid NOTE: Total includes closed shares 28328-14164 Apr 01. 2005 thru Apr 30, 2005 Account Number: 212290 Page: 2 of 2 Additions 0.74 Additions 1,545.00 24.71 2.17 Subtractions 7,565.00- 1,545.00- 24.71- Subtractions 10.55 Balance 1,594.71 ~ ~- G5.7~ Balance 1,602.22 ~47.22 ("3 17~~p 3,174. ~,114.103) lfIeutt 1WIill anlt 'Qf~:atCtm:mt .(If GINOR H. HESS I, GINOR H. HESS, ofOrangeville, County of Columbia, State of Pennsylvania, make this my Last Will and Testament and revoke any prior Wills and codicils made by me. ~<\RTICLE 1. TAXES AND DEBTS 1. I direct that my legally enforceable debts and funeral expenses be paid by my Personal Representative, hereinafter named, as soon as may be convenient after my decease. 2. I hereby direct that all taxes, interests and penalties payable by reason of my death with respect to property comprising my gross taxable estate, whether or not passing under this Will, shall be paid on the residuary estate, as part of the expense of the administration of my estate. All such taxes on present or future interests shall be paid at such time as my Personal Representative shall deem proper, regardless of whether such taxes are then due. ARTICLE 2 DISTRIBUTION OF PERSONAL PROPERTY I give all my tangible personal property, such as clothing, jewelry, books, pictures, household furniture and furnishings and automobiles, and any insurance on such property to my children, LARUE Jvr. tleSS, MARY HESS AVERY and GARY L. HESS, equa11y,per stirpes, or to the survivor of them should one of my. children predecease me without surviving issue. I request, however, that my Personal Representative follow any suggestions I may have made, by memorandum or otherwise, concerning the distribution of such property, signed by me and kept with the original of this \Vill or with my copy thereof. & J j j /?ittV ,4-" /ti~A2/ GINOR H. HESS 1 ARTICLE 3 DISTRIBUTION OF RESIDUE I give, devise and bequeath all of my remaining property and estate to my children, LARUE M. HESS, MARY HESS AVERY and GARY L. HESS, equally, per stirpes, or to the survivor of them should one of my children predecease me without surviving issue. ARTICLE 4 PERSONAL REPRESENTATIVE I appoint my son, LARUE 1\.1. HESS, as my Personal Representative. If, however, he is unable or unwilling to serve, I appoint my son, GARY L. HESS, as my Personal Representative. If, however, he is unable or unwilling to serve, I appoint my daughter, MARY HESS AVERY, as my Personal Representative. ARTICLE 5 POWERS OF PERSONAL REPRESENTATIVE In addition to the powers conferred by law, I authorize my Personal Representative in his or her absolute discretion: A. To retain in the form received any real or personal property, or business interests except as may otherwise be directed in this Will. B. To sell either at a public or private sale any real or personal property or business interests which may at any time be part of my estate for such prices and on such terms as he or she deems proper, and to make good Deeds therefore to the purchaser thereof. C. To manage real estate and business interests and securities. D. To exercise any option or rights arising from ownership of investments. E. To compromise claims without Court approval, and without the consent of any beneficiary. F. To distribute in cash or kind or both at such valuation as he or she may see fit. ~~~ I--f Jl;AJA/ GINOR H. HESS 2 G. To hold investments in the name ofa nominee. ARTICLE 6 GENERAL PROVISIONS 1. BONDS AND SURETIES - I direct that no Personal Representative shall be required to give any bond and that notwithstanding this direction, if any bond is required by law, statute or Rule of Court, no sureties be required thereon. 2. EFFECT OF INOPERATIVE, INVALID, OR ILLEGAL PROVISION - If any provision of this Will or of any Codicil thereto is held to be inoperative, invalid, or illegal, it is my intention that all remaining provisions thereof shall continue to be fully operative and effective so far as is possible and reasonable. 3. HEADINGS - The headings above the various provisions of this Will have been included only in order to make it easier to locate the subject covered by each provision and are not to be used in construing this Will or in ascertaining my intentions. ARTICLE 7 GOVERNING LAW The laws of the State of Pennsylvania shall govern the validity, interpretation and administration of this Will, even though the location of any estate property or the residence of any beneficiary may be elsewhere. IN WITNESTOF, I, GINOR H. HESS, have hereunto set my hand and seal thisffday of "'0 ' 2001. L.S. 4~w p' ~vt~ -e.-/ GINOR H. HESS 3 ";,:,The foregoing instrument was signed, se;t~d~p'~blished and declared by GINUR H. ;S~: tile above named Testatrix, to be her last will and testament in our presence, all being resent at the same time, and we, at her request and in her presence and in the presence of ; each ert have subscribed our names as witnesses on the date above written. of~~(~P4 ~v t\/ 'j" (JjlJ JI, --of fJcJT"J 1/ U/ , L" ( I ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF COLUMBIA ~ We, GINORH. HES~ ;;vs_~ \~dL. -.J~ and / fA rnp r"~ L, ::--fl' l ~ jr"' , the Testatrix and witnesses, respectively, whose names are signed to the attached and 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, and that she executed it as her free and voluntary act from the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the will as witnesses and that to the best of their knowledge, the Testatrix was at least eighteen (18) years of age, of sound mind, and under no constraint or undue influence. ili{J / ~7"l-fr1--.) A- ~ GINOR H. HESS " / 6/ ~ / -, .~4 -<!2 / Testatrix: 'JdfXjJtti 7? ~X/lf~/U owledged before me~INOR H. HESS, Testatrix, and ", and , witnesses, this Public My Commission Expires: d-d ~. -~ 4 N<BIeI Seal I Carol L~t~NJb , BIoomsbw'g. CC!:.l.'1I!JiS CcuIlV I It!Y 00mmI8sI0i\ E.Jt.f)t~ Feb.2B. 2002 -...., ., ~ . -.--...,..-.-- '~1~_ \ t COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005784 HESS LARUE M 355 STONER ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER __dnn fold ---------- -------- 101 I $464.80 ESTATE INFORMATION: SSN: 195-20-6762 I FILE NUMBER: 2105-0686 I DECEDENT NAME: HESS GINOR H I DA TE OF PAYMENT: 09/09/2005 I POSTMARK DATE: 09/09/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 04/29/2005 I I TOTAL AMOUNT PAID: $464.80 REMARKS: CHECK# 269 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS