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HomeMy WebLinkAbout79-00358 " 1,_ " , " , , ,:.,..i ~:,I c:; t,) , &C i/~C.~ I" ' (,l l.i,i. Z~\ U\ Cf ~t ff. H:in. ,.::.:.~: 1.11.: ~ 'Pal !~ 'j-' I ~ ~ct &is ~O ; .' "1 OATH m' PEItSONA1'REPRE8ENTA'I'IVE COMMOJllWBALTH OF PENN8YLVANIA 881 COUNTY OF CUMDERLANP llofore mo, tho Real8tor for tho Probato of Wills and Ilrnntlna of Lot,tors of Administration In and f9r tho County of " , Cumborland, porsonally Clime Denn:Ls' O. Onvorlv. Senior Vice Presidont , ,:, ' 'l'~ull t Oompany who, bolnll duly swor11--, do es do pose and say that as Bxac\ltor of tho last Will and Tostamont of Nary Davis Nahan & 'l'rust ofHcor\Fnrmors " deooasod he will woll and truly admlnlstertho SOQds and ohallols, rights and or " f saId doooa,od according to law. ",nd als,? will dlllllontly comply with tho provisions of tho law relatlnsto Transfer I ,0 tanc , a (J dbsorlbod bofQro mo, ' ~_p..,i:t] B AiP" 19-8l.. ,-' , ri, .,"'. !::j " c'","" I" c; (;1 ~ t,.'> lle v1r{ ~ p,'" ] t,\." :ir.C;:-j (~\ '. :' <Xl '_'J:1E ~(" I .:.,..{ " . tlH lJ'-' " ';;1-' f~'Jru 'v' ~Ql Ui ltlltl p:; ;)5 d"" 111 LL.. co ,,~ 0 ~ -oJ ~ ~ CQ ,~ 111 -oJ ro'I ~ ~I I - C1I ~ 1Il I"'l r- ~ ,$ I ~ o-l 1 f'l ~\ ~ ~ ! ! ! I 1 no It remembered that on the DECREE let '_day of MAY ,A\0,,19 Bl,there wasptobll'ted and hlte of ,CumborlandCounty, Penl\$ylvanla, Oeceased, Lellors TES'rAMElNTARY' wore grnnted'to WItness my hand and afflclalsoaltho day, and year aforesaid, FARMERS TRUST COMPANY ~co ~" '(/ , 'd'fI' ~ ~ ' '" Resister oA'rII 01<' "UI\SCRIllINGWI'I'NliSS " , COMMoNWBALTH OFllIlNNSYI.VANIA i sS! COUNTY or CUMUERLANO This . dllY 01'_ A,O,,19 --, bel'or e. Re~lstor I'or tho PrO\lIlIO or Wills IIl1d llrllntltl~ lellors or Admlnlslrlltlon Inllnd I'or sllld county of C\lm~crl\lnd. In the COl1lm elllth or Penllsylvnnlll, porsnnlllly CIlItlO .' .... Ihe subsorlblnll wllnesses t01,1 " -/,,- re~oll\lllnslr\lmont or wrltlll~ 11\I1'portlnll to bO,tho last Will'nnd Tostlll1lo!lI or .r Illltod _ ~,." / IIccordlnslo IIIW, doposo and SIlY. lhat. ,,~/'" Cuin~Jnlfd County PII" doco,lIsed who bolns duly~ /' ._I'resonl. and saw IInd hellrd tho testp ~ lalool'_ Instrumont or writing os IInd I'or h ,sllln, sOIlI, publish, pronounce IInd declaro Ihe said, '~ IImont snd LIIst Will, IInd al tho I WIIS or snundllnd disposing mln omory IInd understondlng. to Iho bost or knowledSd; observation IIn or, ./ ",','/,',;',' '" '.. /' ~ ond subscrlbcd bcl'oro Rcglstor "I<'I<'II)A V 1'1' m' OI<)A'TH COMMONWBALTH OF PBNNSYL VANIA t ss: COUNTY OF CUMUBRLAND ~ Penn is' C. CnvedY. Senior Vice' presiden t and Trus ~. O,f f;1ear. l/armers TrUs t Co, bolos duly sworn, ' snys thlllas nOllrly ",S olin bo IIscorllllnocl tho slIld docodc~1 Mary Davis Nelson TuesdllY tho 31St dllyor March lit brabout o'clock, ~M; Sworn IInd subscrlbod this 8t:h dllY ol'~ril d led on 81 1\,0,,19_, 191~ bcl'oro ""~I &'-7~"h~) Roglslor Sr9 iI IN 'rHlD Ml\il"~'IllR OF MARY PAVIU Nll1l,SON ALLEOED INC'QMPETENT I IN 'i'HE (lOURT OJ)' OOI4MON~lJIllASOF I OUMBlllRLJiND ,COUNTY, PlllNNSYLVAk/:tA I' (ORPHANS OOURT DIVISION) 1 I No. Year of 1979 - PIDTI'rION FOR APPOINTM)DN'!' Olr OUAI\DIAN O~' lIlfJ'L'A'!'E '1'0 'l'HE HONORA~Llll, THE JUDOIDS OF S/\J:D OOURTI The potition of Oharlea 1'4. Nelson rOflpaotf\.llly representsl 1. '!'hat petitiOnel' is the husband of' l\lal'y Davia Nelson and resides at 1009 North Oollego Stre~t; Oarlia~Q, Oumberland Oounty, Penn~ylvan1e.. 2. '!'hat the said Mary Davia Nelson is 78 ,years of $ga" heX' home is at 1009 North Oollege Streot, Oorlisle, Oumoarl$.nd OOUltt,y, Pennsylvania but sha io at present in the Ohuroh of ,,- --- - ' , " God Home, an ~,netitution for the aged, in OfU'lialQ' oumberland oounty, Pennsy1va.niato whioh she WQU admitted on May 3, 1979. 3. That the said Mary Davia Nelson beoause of' ment,al infirmities of old age is unable to manage hor property. ~. '!he names and addresses of the next of kin oftha alleged inoompetent,Mary Davia Nelson are; , Oharles M. Nelson, husband, of 1009 North Oollegf;l Street, ,01.\rlisle, oumberland OOUl'\ty, Pennsylvania, peti1i:l.oner. 5. The groBs val.ue of thea.l~eged inoompate/lt' s estata ," i8 $~l,9liO.OO baing her one half' il'\terest :l.n thotonanoy by , , erit,:l.reties J;'oa.l estate at the above 1009 North Oollege Stroet j Oarlisle, Pennsylvania add~ess whioh is now in the hands of Qaorga Ebener, , Realtor" 1'01' sale at, $43,900,00 Her net itlOome from all souroes, 80 far as is known to petitional', is $Z57.60 made up of: a. $202.60 per month Socia1 Seourity Llk~~ 1Uti, (,,"!; uoB '\ 't-,-;-__- - ,'- /' J ' ", . - - ,- . -- ., 'I' -:' i. .' " In the Matter of IN '.rUE COUR'l' ol~ COMMON 1?t.ID1\S 0l1' CUMBlllRt.1\ND COONTy,p~HN~~t.V1\NI1\ ORPHANS I C6UR'l' DIVISION ' , Mal'Y Pavis Nelson ^t)egad In'compstent NO.:, Year of 1979 D FJ CRIll E AND NOW this day of l!l79, hea>>ing in this case having been held on 1979, the Cou~,t Hnds of Mary D. Nelson Would not blil promoted by her presenoe in Court at said hearing, and the 'Court' further finds from the testimony that th(jJ Ilaid Ruth D. Nelson is 'unable to manage her propertY, is Hkely to dissil'at,e the same or beoome the victim of designing pers~na, it is, there~ore, order\'Jd anddireoted that the aaid Mary D. Nelaon be' and She is hereby adjUdged an incompetent and the Farmers TrUst Company of Oar,1181e, Pennsy'ivania, is appointed guardian of her estate,' ny the 'Court, , J. ,-, I i !-, i~; )0. <.7> ~ " ~.. I"- '~ 1'1'. .. uo;.:) . ~',f ~: 1:, - ,~lIt ,lltt.1 {.;il ~ '1 Ul~:! '''~' , 2:~ " ,- "/ ......" " ./ ~.. It.'... I~"~ fj"fl" .4''', ' ~"~ llI;I ,~ , .n ~~, 'I' , ~ j~ , ~ "'0\ ......8; ~i5r-l 13, r,:J ~~ ~, ~S ~ l'.' ~ j::l 10 ~'~~,~ ~t.l8 8',,1" t.l, ~ ~~,~~ rio_ ~, :z; f~l ~' CI ~... o~ ~ "~ I~ EJ , !;,~ H (I) r..1 ~ I;! "'I ctl ~ ~ j::1 ,,~ ~, ;- r:l Ie" r~1 o ~";;! ':.l f~ l....v3 " ~tl~ ~ ~~ 'j ~ ,;. D:l",' L..1IXI " r;.. 0 ~. 9 ~i ~!I i. to _. I'... ~ ~~ ',';;; ~B ~ ~-'I:.:tl ,1\\, r'll::> , n.j r~ . , . , ',-. ...' .. ~n the Matter of ~~rYPllvi~ N~lnon AlloMc;t IMOlllpotQnt I I I I I IN 'NU!l, oOUm',OF 001\UWN PJ,.1JJAS OF OU'M l3ERM NO ,0 OU N'n, loPE, NNS't):N ANIA ORPHANS t OQUR'.v DIVISION, NO/.l,aORPHANS 1~79 DEl,CREEl "'; " ANn ,NCliI th18 19th day at' JUly :L979, at~: rr"o t oloolc ..a..34. Il1.D,T.1i\ hearil\e; in this oase ha.ving baal}, hWld on 'thu.rsday,July ~91 i979, the Oourt finds the welrare or Mary Davis Nelson would l}ot tie pr9nlotedl;ly harpresalloa ,in OOlll't. at said hoar1ns. ,'l'heOoUl:'t ri.W,thCilrr:l.nc\S, from tha testimony, that the said Me.:t'l~ Da.via N,Ellaon ~a ;., '" " unabla to mane.a;e, , ha:r" propol"ty, and ie lilcaly to didl;li11o:ba thEl e,MEl ,p;t! baoo/lllil thev:l.ot:l.m ofdasigning persona, It I :l.s ,the:r,aforEl, " , , orderedanddiraotad that the aa,:l.d Mary Davia Nelson be 'a.ndahe :l.s </' horebr a,djudged ant', :l.noompetent and t,l'w Fs.%'lna:('a 'rl:'ust Oom~e,hyo;f' Q~:t1:i.is:Le ,Pennsylvania, :l.r:i appo:tnhd guardian o;f' hereatatQ. " " ."', ',... . " ~\9.rmEl:t1a ~ust Oompal1y ,of Oarl:lsll;l" p'ennsylvan:l.a:tsaltthOrhed to oonV4ly the interest 6f thaincompetent in th\3 d\'ielling liI,t l009 'North Oollage,.Jltroe~, Oar:1.:l.ale, Oumberland County" Pannay;Lvaniaj ,. .'" j . I,' be:l.ngtlla X'l3s:l.d<moa' of the :l.llOompe:t;ontand her hl\fJl;land, Ohe,l:'las. M. ,j,.. ',__ '__..,: /,1',' .- .;". " . ,'. ,.' ',' .!,..-. . , . '," ,',"'...- '.Ii..,.- . ,:'.' Nalson, h~ld by, them as tenants by '\lhe 'ent:l,ratiesQY vi:rtue ,of Ia L de~dto' them fromil~ranlc A, ,13ePtlay et UK da,ted JIlnuary,30, 196/aj sarne baing, reo,o:rded :l.n.the OUioa or tha l1aoord\'ll"> of Deeds ,fo:r .' " "" '. ,.' , , ., Oumbe1"lo.nd'Qbunty, Pannay:LvQ.n:l.a,in DO\'ldBoolc, It, VO:LUJne 20, hga940 , to,"Jol:lh P.Qal:'l:':l.~r 'and Ola:l:re!vl~ Garrity to aOQept" a. private l3~le ;," f ' of,fe1" ,6i $41,,000,00 ,tlLarefor obtflil1ed by Geo1"ge 'Ebenol", Realtor of OO:1;"l:Lale, Pel:\nsylvania. OneNhal:!: th~ natproooeda thereof ehe,l,l,ba paid ,to l~armers 'nr'Lt13t' Oompanyguardianof the Illstate of Mary Da'V''is . , Nelson without further ordor of this Oourt, "" By thoOoUl:'t llpl. 10G I,,,,, 611 jLo.-...-.\r:: :'~ ~., ~ ~ ~ ~ ,l! ...~ l!-l I~ ~ ~i "~ ~ ~. ' ~ 9 ~ ~ ~~ i ~ ~ ~I' 0 ~, I~~ 'to (~ ~ '1'\ ~ I, M :s1 ~ ~ ~ ~~U . i ~ ~ F-l ~ ~ ~ A . ~'......" k- ;~ 0'_"-' ....... " ! N Q ! .Ii ". " f{1ll:'blll:'~ P. Lllnt;on, }I.D. 3 Oharlu M. Nel$on 5 Georgll mbenar. 12 ii' -,2~ j;' il ji , " 1\ I flm. o Nhera did you reside a \; the t.l.hlO XOU Hied YOUr peti tion in this matter? , A l009 North College Street, ,,0 Where did your,w1fe, Mary Davis N~l.lson, reside before she Went to the Churoh of Ood Homo in Carlislo? 1009 North College Street. Where do you,reside now? 801 Harrisburg Pike, Carlisle, Pat Is that the Churoh of God Home? 'l'hat is. In oth'er w':lrds, you are living with your wifa in the God Homa in Carlisle, Pennsylvania? 1\ () A 0 A 0 Churoh of A Q 1\ Q 1\ Q with YOUi:' 1\ ~es ,sir. How old are you, Mr. Nelson? " Eighty~three. How old is your wife? Seventy~eigh t. Nill you tell the Court what you have noticed is the trouble , wife? Well, you ~ust oan't talk to her. " She don't have no memory. If she does' un'cierstand sbmething, it is only maybe a few minutes till it is all g01'\8. o Is aha ,able to answer questions that you put to her? ~G- /Ii Ysa, ,ahe quite aften is. a h, she able to dgn har own name and taka oare of har own affairs? /Ii No, air. a Who dOGS that for he,r? A That's a kind of a question, you know, her checks, I can dapol!Jit in the bank Without her signing thli\m. What check does she gat? 'The ,pnlycheck she gets is socialseourity. ' ts tha~'somewhere in the n,ighborhood of $202.00? Th~t' a dc;Jht. Is that each month? That' a l:'igj1 t . Doss she gat money from saVings certifioatesof deposit a A Q 1\ a 1\ Q' that you , have attha 1!'arli1ets Trust Company in carlisl.e? Does that money go to her benefit? , /Ii Really it goes into our savings fund orohackingaccount~ and it all gOea out together. a ,HasyoUr wife ever bsen a member of'the armed,serviClss of the Ul1i ired Sta,tGs? 11 No, sir. a Is she receiving any benefit whatsoever from th~ United States Veterans Administration? /Ii No, sir.' -7'- Q If this Court ~ppoints a guardian for her, who would you Want the Court to appoint? " A Well" ,we have talked about thl\l F'Il,r.mers Trust: Company. o Wo,uld you be saUsfied H the Court appointed Fal:mers Trust company to be gu~rdian" for her money and her esl;ate? , I would. Do you 'olYe FF.lrmers Trua t Company anyth.in(j? Hopefully not. Do yOl~? A Q A 0 A Q A Q A Q, j; 1\ Q No. Does your wife ow~ the~ anyth{ng? No. " Do they owe you anything? NO. Do they dwe your wife apything? No. , " Haa any other proceeding been brought that you know of i~ ~onneotion with having aomeone appointed a guardian for your Wife b'fbr' this one? A No. Q Will you tell the Court what reiat:ivea your wife ha~ that YOu know of? A Well, she has a brdth.r tHat ,lives here in Carli~le. Q, Do you know h.ia name? " r -B~ , , ^ Richa~d Davia. Q, What other relatives do you know of that she has? A She has a cousin that li~is over baok of Franklintown. Hal' name is Beulah Coulson. Q (,Jan, you name anybody eha who is a r\3hltive? A VElS, Frank Yeingst would ,be a oousin. He is from' over around Gardners, (il 'Are thOse the ,three indiv~c1ua1s that I notified of this Jill'ace anq Clate Qf hearing? A That's right. Q What daobion did ,you oQme to in oonneotion witl') your . home at, 1009 NorthCoUege Streedl 01'108 you knew that you were g,t;l.lng \ to go into ,the Churoh of GOq Home? A " Q A 0, A ,I' Q A Q A Q A , , Well, I gave it to George Bbener. ' What for? To sep. What price was he to sell it? I think he had prioed it at $43,900.00. Nas, that the asking prioe? Probably was at that time. Did he obtain a buyer for you? Pardon? Did George Bb\3ner obtain a buyer for you? Yes, he did. ,;J ...9.... 'j, Q ClIn you think of anythin~ elae that, t,:he Cqur,t might be 'interested in inaonnellltion with the property? A . The IIdjoining property, that has not been sold as yet. , And that prioe:is $37,500.00 or $37,900.00. There are not a great amount of buyerS fOl:'two~bedroom" homes. We were fortunate. " Q Did you testify that Mrs. Nelson~as already in the Chul:'ah of God ~ome at the time the arrangements wel:'e made with you for the sale? A My Urst,: visit with Mr. NGlson, his wUe had already go 11\\1 into the Home. I haV,e never met ~lrs . Ne~.son . MR. LOWIllRI 'l'hat is all the questions I have. 1 'THIl1 COURT I I have no questions. From the testimony prljlaented, the Court Unds 'that a guardian would be in the best interests, of! !~ary Davis Nelson, and the Court will ,appoint the Farm!3rs Trust Company ,and will exedute a pl:'l;lposed ordel:' to be SUbmitted by the Court by Mr .Lo\~el:'. " (Whe,!;'eupon, the ordGr was handed to the Court and .igned at this time.) (Whereupon, Court was ad j oUl:'ned. ) -16':' CHARITAeLi~ eXEMPTIQNS hotl.9n 302 of th.lnherltono. and ell~IeTaK Act of 1961 ondthe Act of May 2B, 1956/ P!Li.1757" a. \lm.nd.d by 1959 P,Li. B21 provide for oKemptlonl from InherJtance ta~ on trMII.rl 01 property to or for the UIO of quallfl.d charities" " ''', ", (1) Anyonoseeklng,a charitable eKemptlllri frcinilnherltance taK Ihall' file on applloatlon, In trlpllcote, with the, Regllter of Wills fpr the county In which the decedent resided or the counly where letters were Inued/on 0 n,9nruld.nt ..tdte, (In nonre~ldent co,,, whero no letters hove been Inued the applloatlon Ihall be filed with the eureau of eKamlnation, Reportl R'\1onolllatlon Plvlllon, 6th Floor, Sttowberry Squorll, Harrllburg, Pennsylvania 17105,) , (2) More than,on\l charitable bequut may be listed on the application subj.ct to th,e follOWing restriction. and IImltatlonsl ' , (0) All ollh. organizations listed anon application for charltabl. 'Kemptlon mUlt b, qualified for approval by the local R,glster of Wills, Such organizations mU',t appear In the "Cumulative Llst, Publication No, 7B/" printed by the Superintendent of 09cumenls, Washington, o,e, or must qualify os 0 locol established church or cllmlllary alloclallon of 0 church, (b) Applications for charitable eKlImptloris on bequ,st. to organl~atlons which do not qualify for approvol by Ihelocal Register of WlIls.hallbeflled on on Indlvldualoppllcatlon basis, listing only one charltableorganlzotlon on each form. , (c) When on, appllcatio, Is prepared to covor more than on. charitable org\lnlzotlon, the name and,addrell 01 oach of th~charltablo organizations and th,anlounts or appraised, value of the property lor which theeKer\1ptlons ore clolmed ~holl be IIstod on Ihe revme sldo 0,' theappllcatlo'i\'fbim. (3) No ap'pllcatlon for ochar,ltable OKomptlon .hall be procened until after the Comfl1onweolth has appraised the. value of the property In the ..tat. ond an official , notloe of appraisement (Form REV.5,lB or REV.523) for resident decedents, or th. I,,"er of noHce of appraisement and ali"lment of taK for non.resldent di~id.ntl, hal b"n duly filed, by the Coml11on,wllalthla appralnr with Ihe Regllter of Will, or the Oepartfl1ent of Revenue, 01 'he COle may be, and 0 copy IOnl to the taKpayer 01 required bylaw. ' Thldo'm mUI' bl .ompl.'.d I" ltlpll.o'. ond oil thtoo .opt.. d.I1YOlOdto tI.. ,R.ot.lo, .f Will. fot Ih. C.U"'y In whl.h th. d...~.nl,..ld.d, ar In whIClh'l.ttlu WI'. IUUld fo' a nonu.,ld.nt dUld,nll, \utate. If th. doudenl,wa. a r'lon.,uld.nt of P"!1n,vIV9nlu ond l,ltl" were notluu',d b.r ,tJ P,nntv1vG.,lil Regl,t., of Will', d,llvot all thte. cop'" tO,1 P A. Department of Rev.nut, Ou"uuof Ihamlnatlon, Hontl.ldent I"h,orll'"o, To. U"II,6Ih Pl., Sttowborty Squo'., Ho"l.butg, PA 17127. ;'! , " " " .. i~f~~ i , a"I,:m, "',,~ d. ~.i~! ' igi i,I~:~ :I~ I dl,~I.J;I. . ." ' " , '41 ~ll ' IIMOl' ....~"'~.~ ~~noo ~~:~:: rmoljo~~ ~:~~~l~ 'f;! "n ,,' 'I.P'\l.I~II:c:l~ollnq"I"P PIl' ~p~DO"' III .,',' ,Iunooa\l.""~'" ""'IQI",e ,; . " "~.,,._~) IL' I, r,../t~ ~'-~ , " " 'i " " h t/ ," ,,~ . M i ,~ ~ ~' ~ I .:j i' '" '" ;'1 " ,.' H I' 'I ,g : .H ~jl " " '" " 'I: I" II <, ~.. ,., ~ . J ',ItO ~ 'I' I j;, .1, ":J II, "C, ;,1. ) ',', ",I !1'1I] ',1 "j" ;', \J IJ "..' ",' :' 1':/ "I FI l,;} ; i ; J ;; :J .' I f' !11 ~ : ~, I. LJ " ,<l l': L ',) \' .~~ :,.;': ri'nij/! . ,1 ,,' I "jl " [' I'; (j ,) 'n ~ . :I.' .f~ ,'j ..; .: ~~ ~ 'J','~' l~~r~;li~!r:f ;, :' a;\ II. .'1 :. I' iK' ~ . . , .l\'l "1(Jlrl!L ' , I ':M,\~,'IiJl~ ,f1_ i'!~1 , !I!i,;\'~ '.fI'r;' 'Vi \"'1 . Ilflsl-;. "\:1 i ' :,;'lW,:}]'!. " r :m i1 ~ . '. u . h .. .e'.> (, ,il .;; i; r1 "l) ,~I r: ! ' ~l 'rj \'i 1 ,.'~ ~'J~ f.~ ..:~ II ., i1J , '~:i ." " ;'1 Ii " ~i" ef (11m' ill .....'tJ. ::e; t;~; I :~,l':.t~ W "I.t ",'.n '~ ", ,0" .,,'n 1") ~~ ,; ,~ .) "I ...~ " 1.1.'1' J illl '" .1 , " ,., , '~I ;:,~.g" ' Oi':~ If,,~ J'1 m '""I Ii " q'~ 'Q .l<~ ~ - i ] UnMltl.fled liabilities Inourred by the deoedent prior to hls/hor dAath are deduotlble agalnlt his/her tax~ble eltate, In addition to debts Inourred by the deoedont or estata, othor Itoms pro (*I'llabla Inoludlng tho cost of admlnlttrlltlon, attorney fe.., fiduciary file.; fUnerll1 and burial eXPenlOslncludlng t1lQ OOltl of II burial lot, tombstone or gruvo ma,rker, All debtM being olelmad agolnst on el~ate arB subjoot to the approval of tho Regllter of Will. with whom tho, , Inherlt8lloa Tax' Retl,lrn I, flied, avldenoo to lupport tho docodent's or. the oltale'. liabilitY for, the deb18 bolng olalmed Ihould be atuch( dto thl. sohedule, A family exemption of $2,000 may be olalmed bY a spOUle of 0 decedent whodleddomlqlled InPennlYlvanla, If there III no spOUle, orlf the Ipoule has, forfeited hl,/her rights, then any ohlld of the deoodent who II 0 member of the same household oan olalm the exemption, In the event thore II no luoh Ipouse or ohlld, the exemptlonaan be alalmed by a parent or parents who are memben,of the lame hOlllehold as thedaoadent, The family exemptlol111 allowable onlY egalnlt a88e18 whlah pe88 by 0 will or by the Pennsylvania Intestate LawI, ~ ~ ~ 8 ~. ~ Ii.': ~ ~. ~ ~ l:I rn p z ~ ~ ~ p ':'T, ~ 0 0 ." l-t, 0; ." J '," ICl '" 8 II. ,.~, I, ~:'~ .-fl~ ,~ , ~ , Z 1~'1; , ~._, .,j I::;' . .' ''-.I-~' n:UJ "":i elfll BW , ~~ .&1 It!~ po c, ' tfI ...1 (..,) ~., ~ ~ .~ 1, INSTRUOTIONS FORCOMPl-IiTING SCHEPULE "P" If the family exemption II being olelmed, Indloate the olelment's name; address end hls/h\lr relatlonlhlp to the deoedel1t, Enter "family axemptlon" In theremerks oolumn and tha amoun!.olelmed In the amount oolumn, A88lgn oonseoutlve numbers to eaoh Itom listed, enter the dete on whloh eaoh debt was Inourred,and/or,pald, Enter the names of eaoh payee, ' Provlda e brief explanetlonln the remarKs oolumn for aaah debt olalmod, Enter tho amount of oaoh dabt being olalmad. The form mU8t be signed by, the person who hes usumed tho responsibility for paying the debts, 2, 3, 4, 6, 6, 7, e.&~~SYLV Atilll~UAX nf:,N E~~1JNF9~~MA TIQ.~ ~. wmti1B.~SPONSIB.hF FOR RnV.~.M Secl!on101 at the Inheritance ond ~stote Tax Act of 1961 plOVldon thiltlhu following porsoi!s shollpropmu nnd fllo o return: " 0, The personal representative ef tho 051010 of tho rloc{J(\ont a~\ 10 IHoII(llly of ,Ihll docorlollt ndnllnlslurorl by h1111 and such nddlllonnlproperty whlchls or lIIay bo'subloctto Inhorllancu Tax of which IHi/sho shull huvo or acquire knowledgo; b. The tr"!lsteree of prOrerlY upon the tronsfer of which Inh(lrllnnco Tax Isor lIIay ho IIIIIH1SOrfi)y the 1961 Stlltute, InoludlnRatrust~e 0 IHollerly transferrod In trust, ,provldod lhatno supmulo [I)lum nUllll ho lIIudo by lho lrnnsfor~o Qt property Included In tho roturn of u porsonnl roprosonlolivll. 2, PLACE FOR FILING . Ther.eturn Is to be Hied In duplicate with the RoglstOl of Wills of tho cOllnlYwhorllln tllo docudont rosldod, 3. TJME FOR flLlftQ The return Is dUunlne 1II0nths ufter thed,ecedonl's denUI, unloss 011 oxlonsjoll fl)f IIllng has bQlll1 uPlllled for and granted by tho Secretnry,of Revenuo within the nlne.monUl pOllod, '4.EAJ1..U R E TO F I L. E J3..m!.!lli Section 791 of tho 1961 Statuto provides that /I" , ,any porson 1'1110 willfully falls to fllo a return or othor roport required of him, , .sholl be personally lIablo. , .to 0 ponally o( 25% of Iho tax ultimately found to he due or $1,000 whlqhever IS,the lessor to be recovered by the Dopartment of Revonuo os dohts of IIko amount are rocoverablo by law.'" ' , ' 6,JAX RAT~~ Inherltanco Tax js payable atll,le rato of 6% on lrunsfers..to Ilnonl descondanls, such aSfuther"llIother, husband, wlfo, son!daughter, grandchildren, grandllaront, son-In-law and doughlor.in-Inw and at the ralo of 16% as to all others, 6!,'~ Thotax'assessed on the transfer of proper,ty reported In tho return Isdue 9 months aftor lhe ,decedent's death. Interest at the rate at 6% per annum accrues thereafter unUllloyment is modo. All pnymonlsreceivad are first upplled to any Interest which lIIay bedue with any remainder appllea to lhe lax, If' TAX ,IS PAID,' WITHIN 3 MONTHS AFHRTHE DECEDENT'S DEATH, A DISCOUNT OF 5% Of THE TAX PAYMENT ISALLOW~D, I AI,I ChOcksS, hould be mado payable, to the Reglstor of Wills of ,tho counly whoreln tho decedent resldod and are received subloct to the final detormlnatlon of the Departmont of Revenuu, 7, EAUJlRE TO PAY , Tho taxes Imrosed, logother with any Inlerestthereorl, are a lion UPOIl real propo,rty, which lien romolns,ln effec, t,untll the taxas amlntorost have been paid in full. Thelaxos may bo suod for op,ninst any reul property In tho decedent's estate or Ollalnst any proporty balonlllnp, to a transferao Ilahle for tho lax, ' 8,FILlNGOF FALSE RETURN Any person who Willfully makos a falso return or rep\lrt [Orluirod ofhlll\ shilll, 111 accordmlCo with Soction 793 of tI,\O 1961 Statute, be guilty of a mlsdomeanor and, 011 convlctlollthoroof, shall ho sontol\liod to pay a fino no! oxcood1nll $1,000 or undorgo Impr1 sonlllenlnol oKcoedlng ono your or hoth, RUV.40l IK.'\NQi , " CCMMO, NW'ALTH O.....N,N.,VLVANIA pa"ARTM~NT 0" R'VINI.I. , TRAN....," NH', RIT,ANOI TAX , R",llll T o.eIOINT 8OfolaDl,I~a','a" peRSONAl. PROpeRTY flII,tmotloil, 011 ROV'flO SleM . ~lt.t'Of H.rYl)a\(~IlNe1Ilon ITIM NO. DIl8CRIPTION UNIT VAI.UIl Il8TIMATI!D MARK liT ' VA I. 1)11 P8PARTMItNT"."".'., VA,I.UATloN" (OFFIOIA~ IJSe. aNI. YI ,,"1 ,GUlll:'d:l.l\1l Account, Farmers Truat Co, Mo'j:t&IlSIl Pill' ~:l.o ipll tions Pi'ino:l.P1l1' Cull ln~pmll Ollsh 2 Rllfullll., OhUrch of, Goll Ilome ' ,3 ~stato . of Chal:'les M. Nelson 4 hudclnt:l.lIl lnsuralloe Co.' Policy 11 '046 S09 17.163,'6 61.00 193.0~ 1,240.00 20,S84.p '1,770.76 " I, j', p;' 'fOTAL THIS PAaa41'.01MO IJ,/,()/.(. ~(# I' 'WV'4b3 1:)<' 13.ftD) cOM~~~r~~lnf&I~~mb~AN'A TIIANIPIR INHIRI'tANC. TAlC RlllblNT DlallllNT SCHEDULE "0" BENEPIOIARIES Iillsta of (In,rrllorlo//, on Revlrlo SIC/oj Milt)' P/lviH Nabon '*' , elHIPIOIMlfll AND ADDRR88E8 , RBl.ATIONSHIP SURviVED DATE OP INTP.RE8T OF BRNeFIOIARY CECEDENT BIRTH ~ Nol.."" ' hu~ban9____, -1l!L...::"Don 11/2+!Rn . --- - .. l'iEfle Chul,'oh of \101' l.OO% ~ , 19~ 01,"lIlIl,o acrllaC .-- -.----- - 011 r Hill.... 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Thellbova beneflclerlas ere living et this tlma l!!Ccept for the followlngl NAME Char1ae M. Na1eon DATE OF DEATH Novembar 21, 1980 ~ t t' I " LmRUCTIONS fOR COMPLETING SCiiEDULE "E" , 8oh.dule "E" mUlt Inolude all proporty, real and poraonol, ownod by thodooodent jointly with another p.rty or ~.,rtlal Gljolnt tenants with right of 8urvlvorshlp. Both tangible and Intangible properW are to bo. Inoluded, Lilt reel estate flnt, . 1, OelorU:le all reolproporw aslndloetadln ~,he Instruotlons for Sohedule "A", Desorlbe all personel property ..Indloated In the Instruotlons for Sohedule "B", Inolude the name, address end relationship to the deoedent of the co-owner (s) end the dete the lolnt ownership was eS,t,ebllshed. . Indicate the tote I merKet valuollf the jointly ownod property. G, Indicate the percentage of tho decedent's Interest, 4, Indlc.tetho merket velue olthe deoodent's Intorest. .~ ;: ~ 8 .~ ~ z I z ~ f1i ~ ~ tI ~ ~ p p Z Z , P P ~ ~ I' , .0 I z 0 "t1 0 "t1 ~ . ~ I i I ':'! ~ ", .:11' 1\ 0-, ,I , c:: U)~ I I. " \,,) .i I, ; -1':(;"1 " ~ ""S,,-r I l~;~, r...1' I ..' ~!~' 0 m' c3 IJ g . '!(l iioij , . . c.~' :-G. ill "'8 .~ ~ 56 W"' ',..J( . U . " .' ~ i :~ ' ~' j! ~ , I ~ S', I I.l; ~ ~ Q, ~ ~ ~ (:) (:) ~ . lil z z ~ ~ d ~ ~ ,Z ~ ~ 8 ~ , ~ "