HomeMy WebLinkAbout79-00659
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No,~,~~l'\",,,,,,~~~,~n
E,stuto No. "."~,t.::.?~::~.~~,,,
WILL OF
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""I,'!llj'''H'I'''lllt~l\~'~~'lt~.f'';laRIDaE '\"'"
. . ",""jlll'llll'"Hill"'I'liHI ,,;
Docaaseq, '
and rocol-dad In WlIl Book ",*81'
, ' ,'I' fl' I t. 'I 1111' ,111" t II t11~1I1
P~ge ,.~11~~I"tl~~'~I.
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Filed .."".." ,~~,'f.,.~",~, ":.., ,:".. ,'j.." ".r',,,,.., "197.~,,,
.
!~eORMA'T10N
To Inlurn proper oludlt to your OODOUI\I. tl1u nOfllo of "'0 u.lolo "lid 1110 numbor .hauld hu olo"lly prlnl'
ed on \110' uhookor monoy oldol,
Thlsououmont'll mOdo In OaONdonon 'with 00011011 700 \)1 tl10 Inh",lInnoo and r:StlltO Tox Ant uf
1901 (?2 p,a, B 2406.7001,
To tho ._tont thot Inh.rllonoo tox ,If pold wllhln Ihruo (31 months nfW Iho dllOth of "'0 duoodont, 0
dllooU,nt of flvnl6) [lnroont 1.,alloWod 1721',9, G 2400.715).
Inhorllollo. To_, othor thon tox on 0 futuro Inlorunt, 18 dun ul tho dotu uf Ihd dunodont's doolh nnd hooomuo
dolln~uont ot \1'0 oxplrotlon of nino 181 montho 01101 Iho dooodont's do nth ('12 1',5, fi 2400.711), Inhorltonoo
Tu on a fUlula hlW081 10 poynblo within throo 131 monlh. ollar Iha \lo".lor loko. o(faot In [losl...lon and
anJoymonl and Is dahnquant thornal\Or 1'12 I',B, II 2480.712), ColoulolO Inlolo.t flom tM dollnquont dOlo Ihown
on tho fnoo oHhls form tu \1'0 doto of nolual paymollt ullnO tho following Intoro.t lohl.:
,
....__...__M......___.........___.................___t'...__.. -"',-- ...,...---...-...- -.. ......_- ......- -------......- ---- --....-
I month ,006 4'monthl ,020 7 month. ,030 10 months ,050
2 monthl .010 o monthl .Q25 8 mUIIII,. ,040 11 month. ,055
3 monlha .016 o month. .030 D monlh. ,046 12 nlonlhl ,060
1,daye ,000\7 11 cloys ,00180 2 \ doya ,00352
2 daya ,00034 12 dnys ,00203 22 doYI ,00369
3 daYI ,00061 13 doye ,00220 23 doy. ,,00380
4 daYI ,00068 14 doyo ,00237 24 doye .00403
6,daye ,oooB6 "0 d>>ye ,00200 26 days ,00420
o day... ,00101 10 day. ,00207 20 daYI ,00437 '
?daye ,00118 '7 doy. ,00284 27 day. ,00464
a dlya ,00136 1 a day. ,00301 26 daya ,00471
9 daYI ,00162 19 doye ,00318 2Dd.ys ,00408
,. 10daYI ,00\60 20 dayo ,00330 30 doys ,00000
',"'_ _.._;....___....__...._ ...____.._ ........__.;.,. __ __......._ ..._.0_ ___...... __... ........:......-;.....- -.... - - -....-...---- -...'-.....
Any pnrlY In lI1Ioroat, !noludlng Iho Con1l\1Onwa>>l1h and tl,u pot.ollol rOlllo.onlotlve, not' latlalled with
tho oseee.monlmoy objlot thoroto wl1hln .lxlV' IBOI dny. 01101 rooolpt 01 IlIls Notlo. os ploVldad bV Bootlon
1001 of Iho Inlloll1onoo ond S.ralo To~ Aot 01 "901172 P,S, ~ 24110.\OOll,
MaKe check or Inoney oreler Peyable to;
","Register of Wills, Ag!l~t"
Mall to thO aeldrqBB IIs1od, below:
,c:;:J(. /'/' ~!'.. 'I
I11<V.40. ~"' 13.hOI 'SCHEDULE "F'!
',OOMMONWEAL TH OP PENNSVLVANIA
, DEPARTMENT OP R8VENUS STATIlMENT Of ,OIlO1'S .
TRA~~~~C81~rmTE~~~rTAK ._' AN~l~:~]O;.I'~~t't~~." r;)~._'4. /Z'{tJ_
EstJte of 1II1r~.~lh:'id811 '_._ Date ~f Deatll 10/29 9 Fllo No.
WHEN CLAIMING,THE FAMILY EXeMPTION, COMPLIlTE THE FOLLOWINGI
,." . ,. -',' ,
Claimant Relationship to Decadent
. '
----
Claimant's Addr888
I~~~ <-
DATe NAMa OP PAVBB , ReMARKS AMOUNT
1 ' , " , -
lnl l.I'.jL , ..j,igh~ bill $ 14.93
1L1L_ ........-.--.----r"'_..........
102 12/lA PP&L ...JAah.t biU,-- ~.O6
..- ---
12/14 , 263.66
103 Cow1ev Assoos. -----"
, 1n/. 12/1" p"Ha RAn1 "---,,. AllPraiaa~ \If. rsalty ~n~nn
105 12/14 Benne Kost & oole " - 31, 00
106 " 12114 Mvers Funeral Home Funeral ellPenses .....--.-: 2.718.94
-
107 12/14 1l01v Seirit llospital - 165.90
-
108 12/14 First Bank & Trust Oomeany BOll fee , 7.60
---
109 12/14 Bell of I'snnsY1Yllniu Final bill 18.66
112 12/20 Tristan Assooiates 5.60
, ..
12/20 C01ol1ev ARAooint"s , n, nn
113 . ---
114 1/08. Suburban P\:6nane - Gas bill 5.98
. ...-------.... , .
115 1/08 " P).'&L Light bill , , 13.28 ,
-
116 1/08 Oavi(Jichlossberg, .MO l6.M...
118 1/22 S. L. Rosenberger -- ' Witness fee 15.00
, 119 1/22 Wsndy Cain W~ tness f.ee 15.00
120 1/22 Oow1ey Assoo1/1tos 21.66
110 12/14 Nso H. Park M.D, , , 50.00_
111 12/14 Erie Insuranoe ElIchange Annual Premium , 63.00
, j. .'. . ,
,
121 1/30 A!1.wav Petroleum C6rOo1:'otion 155.87
-
122 " 2/07 PP&L Light bi1~__ .' 12.11
, ,
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l?~ 2"8 ;'", d' Il' nu_hill. o 0/,
-
124 2/28 Michael L. Glick Furnaoe repair 85.76
-...... - '" TOtAL THIS PAGElL_ 3.830.11
,
I hereby certify that to the best of my knowleUge ancl bel,lel the foregoing Is '<\ 1~lst and true statomont ell deb,ts,lunaral
expsnsusnnd expenses of.admlnlstraUon submitted to the" statu)'s deductions for In, lorllance Tax purposes, '
, ( " ~., ~1>:1' v/. ,).;;)) )1,)
, ON .' ^T'T(iI\N~V flnucl A ~
o FIOIAL 'SEONLV
pEaTS AND O,eOUOTIONB ARe ALLoweD IN THE S'UM OF $ --4,..3 J.)(). J f(
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AT
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PERceNT.
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UnSlltlsned liabilities Inourred by the deoadent prior to his/her deeth are deduotlble against his/her taxable eltate,
In addition to debts Inourred by the,deoedent or estate, other Items ere claimable Including the .cost of administration,
attorney feos, flduolaryfees, funftral and burial expenses Inoludlng the o~st of a burial lot, tombstone or grave marl<or,
All debts belpg olalmedogalnst an estate ore Dub/oct to the approval, 9f the Raglater of Wills with whom, tho
Inhetltanoe Tax Return Is filed, ,Evidence to support ,the deoedent's or the estate's liability for the debt8'belng ololmed
should be atteched to this sohedllle,
A, family e~emptlon of'$2,OOO may be olalmed by npouse of a decedentw!lo dloddomlolled In Pennsylvania,
If there Is no Ipouse, or If the spouse hfl8 forfeited his/her rights, then any ohlld of the deoedent who Is Q memqer of
the SlIme hqusehold oan olalln the exemption. In, the \lvent there Is no suo!, spouse or ohlld, the eXemption can be
olalmed by 0 parent or parents whq,are mambers of thuome household 8S the deoedent, 'l'he family exemption Is
allowebla only against metl whloh pass by a will or by the'Pennsylvenla Intostato L.ows,
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1!i~'l'RUC'l'IONS FOROOMPLETING SCHEDULE "P",
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If the family exemption Is being olalmed, Ind.loote the olalmont's nama, address and his/her relatlonshjp,to the
deoedent, El)ter "famlly,exemptlon'lln,the remarks oolumn and the amount olalmed In tha, amount oolumn.
Assign oonseo,utlvo numb~rs to eaohltem listed.
Ehter the date on whloh,eaoh debt was Incurred and/or paid,
Enter the names of ,eaoh payee, ,"
Provide a brief explanation In the remarks oolumn for each debt olalmed,
Enter the amount of eaoh debt being olalmed, :
The form must be signed by the person whohasassurned therespohslblllty for paying the debts,
2,
3,
41
6.
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IH!V.4'tlt) f_)( I (J.HUI
,'OOMMONweAL TH OP peNNSYLVANIA
I oePARTMeNT OP ReVeNue
TRANspeR INHeRITANce TAX
ReSIDeNT DaceDeNT
SOHEPULE "F"
sTATEMeNT OF DEBTS
ANP DfiDUCTIONS
Estate 01 Harry R, nridge ,_~~_ Date of Death 10/~~n2..~_Fllo No,__~_._
WHEN CLAIMINGTHS FAMll.V EXI!MPTION, COMPLSTE THE FOLLOWIN,GI . "
-
..
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1111(1Q ~.2~___,">6iUu-..,..,--=_",,,,J..'.llUU.--:"',-'--;-~~.;4*'1;4;-+,,,,-:~
Claimant .
Claimant's Address
Relat lonsh In to Decedont
......-
-..,,- -+F-'O-~ .~ -.". _A
'~&~ DATa NAMe OF PAyee RoMARKS . AMOUNT
---
125 3/06 PP&L " .-.- Light bill -'"- $ 13,70
---------..-..-< ,
126 3/10 Community physicians , Inc, , 15,.d!L
--- -.-.--.-....-.....--.. --
I'" 1./111 PP&L , \,i<<ht bill , 12,06
..
128 4/10 cardiovascular - 420,00
130 4/18 PP&L Final bill .:3,04
---
131 4/25 Michael J ,. Ma1~ezzo 155,00
" -. . -
132 4/25 8uburban Propane Final bill 5,46
..- f' -
, Cost of aa1e of real estate " 265.50
-
11/08 Wills , ,
. Rellister of - Cumb, Ctv, Probe te coste' 29.00
petrio. Ne"'A . j\dl(ertieillS! costs,- , ~3.n1
eete.tL__
Cumberland ,
Law Journal AdvertieioB-Poata - eet!\.tG 18.00
,....- --~
Wayne Myera , llxeoutor'e fee (5 1 Lill-._--':'. 1.250.00
1l. ---
WIn, l:J, Schrack. Ill, llsouire , ~_ttor~~ee (5 1/2%) 30250.00
,
.
Oeaet'vea for HUM - ' ' 12.00
I . Reservea for notarv foea 8,00
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I hereby~ertlly t\lattO tl1e b~st 01 my knowledge and bellol the loro\llllng Is n hlst nnC\ trllo stntemont of dobts, funerol
ll)(p~nses ond expenses 01 ~dlnlnlstrntlon subl11lttod to tlos~a~~(n: dOdllctlO~S fDrsd:hor::n.:,:: Pllr:)Ss:~~I~v
,,' '- liOlt",.T<H(N:'/PIDU ny bATE
OFFICIAL USE ONLY
DEllT~ AND DEDUCTIONS ARE ALLOWED IN TiiE SUM or $ '.~,3 I/O. IV, AT /J}~ PERCeN,T.
,>cd)
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IjlENE6f\L INHEflIX~f'lC~ TAX IN~
Unsatllfled liabilities Incuned by the decedent prior to his/her death ere deduotlble against his/her taxable eltate,
11'1 addition to,debtllnc\.lrred by the deoedent 01' ostate, other Items are clalmoble Including the cost of administration,
attorney feel, fiduciary fees,.funeral and burial el<penseslncludlng the cost of e burial lot, tombltone or grave merker,
All debts baing claimed against on os tete are subJeot to the approval of the Reglste!',ofWlIls with whom.tl\e
InherltanoeTexReturn Is flied, I!vldonoe to support the deoedent's or the os tete's liability for the dabts belngolalmed
should be atteohed to thl,s sohedule,
,\
F ;<
A family exemption of $2,000 may be olalmed bY a,spouse of a deoedent who died flomlolled In Pennsylvania,
If there II no spouse, or If the spouso has forfeited his/her rights, tlwn any ohlld of the deoadent whc Is e member of
the same househaldcdn cl,alm the exemption, 'In the event thare I, no such spouse or ohlld, the exemption can be
clelmed by a parent or perents who ore members of the some household os the deoedent, Tho faml,lv exemption Is
allowable only againSt assets whloh pass by 0 will or by the Pennsylvania Intestate Laws,
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\, INSTRUCTIONS FOR COMPLI!TING SCHEDULE "F"
If the fumlly exemption Is being olalmed, Indloatethe olalmant'snume, address end his/her reletlonshlp to the
daoedent. I!nter "famlly'exemptlon" In tho remarks column and the emount clelmedln the amount ool\.imn,
ASSign oonsecutlve numbers to eaoh Itom listed, ~
Enter the date on whloh each debt was Incurred ond/ar paid,
Enter the namas of each payeo,
Provide a brief explanation In tho remarks column lor oaoh debt olalmed,
Enter the amount of oaoh debt being olalmod, '
Tho form must be signed by the porson who has assumed tho responsibility for paying tho debts.
2,
3,
4.
6.
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7,
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Wlli.SYl.~OE rAX GENERAL INF9~~ATI9Jj
S P SIBLE FOR RETURN
Section 701 of,the Inhtlrll~nce 1111(1 EatatoTax Act of 1961 p(ovlrlo~ that tho followln~ porsons shall [Heparo and "file
e return:' , ,,' , '
e. The porsonnl reprosen!allvo of tho oslnle of tho docodont as 10 proporty onho dOl,o(ionl aUminlstored by hlll1,
, ~nd sVeh addl,lIonal properly which Is or may bo sublocllo Inhorltmlco Tax of which ho/sho ~hnll havo or,
, ,acquire knowledgo:
'b, The ,transferoo of prorerty upon the Imnsfer or which Inhorllanco Tax Is or'mny be Imposeu by the 1961 Statuto,
Including a trustee 0 property transforredln trllst, provldod thai no ~opornlo rohlnl nood he modo ,by tho lmnsfereo
,o.f property Included In the retfltn of a porsonal represontatlve, 'I " '
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~. PLAOE rOR FILING
,The r$turn Is to be filed In dupllcato with tho Roglsler of Wills of 1I1e'co\Ulty wheroin the decodent roslCled,
. 3. TIME FOR,FIL,ING
The returnls\lue nino months of tor tho decedont's death, IIllle,$s an uXirmslon for f1lln~ Iws beon applied .for and
granted by the Secretory of Revenue w.lthlnthe nine-month porlod,
,4. EAlk~ BETO FILE RETU RN , .
Seollon791 of the 1961 Stntute provides that", , .01lY persoll who willfully fallsho fllo a relurn or ol,her roport
required of him, , .shall be personally 1I0~le, . ,to a Ilenalty of 25% of the tax ultlr~telY found to be due ,or $1,000
Whlohever,ls the lesser to be recovered by the Department of Revenuo as dobts of like ~lIlounl are recovorable by
1,0W," ' ," .
6. IM..Blill!
InheritanCe, 1;OX,I,9 payable at the role 016% on transfers to IInoal doscendont,s, sut:h as father, mlHljer, husband, wife,
son, daughter, grandchildren, grandparent, son-In-law and dau!l1ller-ln-law nllll at the rote of, 16% as to all others,
kWMENT'OF TAX
The lax assessed on the tronsfor of properly roportod In the return Is due 9 months after 'the decedent's dealh, Interost
at tHe rate of 6% per annum aocrues thereafter untllpaYlIlenlls Illude, All pnyments received are first applied to allY
Interesl whloh may be due with any remainder applied 10 the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE,
OEOEDENT'S DEATH, A DISOOUNT OF 5%OF THE TAX PAYMENT IS ALLOWED, ,
AI,I oheck,s should bornade pa,y ablo 'to the Reglstor of Wills of tho county wherein the docodonlreslded and are'
received subjecllo the final determination ,of tI)e Department of Revenuo,
7. FAILURE TO PAY
I';
The taxes Imllosod, IOgeth~r with OilY I,Ollire,' sttheroon, o,ro a 1,Ienllpen r,onl prope,rty,whlCh lien remains, In effect until
the taxes and InteroSI have been paid In full. The toxe~ may be suodfol against any, rool property Irl the deoedenl's
eslatoor against any property belonglp~ 10 a transforoe Ilablo for tho ta,x, , .
8. FILINOOF FALSE RETURN
,
Any person who 'willfully makes a false)eturn or reparl'lequirfJd of him shall, In nccord~nce with Section 193 of the
1961 Statute, be guilty of ,a mlsdeme~nor and, on convlcllQnllioreof, slinllbe sontenc~d to pay a fine net exceeding
,$1,000 or un(ler"o Imprisonment nol exceocllnRone year or both.
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RF.I{.461 F.~+ (3,80)
OClMMONWIA~ TH OP PINNBV~VANIA
PBPAflTMINT oP "IVINUI
TAANBPIR INHIRITANoB TAX
RI81DINT DI08DINT
SCHEDULE "B"
PI!RSONAL PROPIlRTV
'IInltrliotlolJ3 011 Rovorso sldoJ.~
Estate of \l!l~rv R, Bridlle
ITEM
NO.
1
2
3
4
5
6"
7
8
9
10
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11
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I ESTIMATI!D DePARTMENT
UN'" MARKET VALUATION
VALUe VALue /OFPICIAL USE ONL YI
$ 45~.!\6
3,725.00
716.00
265.00
450.00
182.08
95.00
5;21
(m.o~ ..1'0-
40.00
215.63 "
DESORIPTION
First Bank & Truat Company M checkinll account
balanclil
CONB Bank N.A. .. allfety depoait box M cllllh
Ptoceeda from sale of ,itema'of'pfi\raonal I'.rol'erty
Proceed a from eale of automobile
United States Government'
Medicare Refund pheckll '
Oomm\lnwealth of Pennaylvania retirfi\ml,mt l'aYl11ent
Bell of Pennsylvania refund
United States Treaaury Social Security benefit
oheck
Erie ,Irtsur,anceExchanse refund
,. I
Intet'es,t 'on OONB Bank,'N.A. certificat,4;\
(certifioate purchaeed with proceeds from eale
of'real eatate) , " .
'I
TOTALTHIB,PAGE $
*'
4 / '1-,7,1.' f
.~
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G SCHIiiPUL\!"'" ,
~Oh'dl.ll. "B" muUlnoll.ldeell property, real andparsol1nl, owned by tho deoodont jointly wlt,h another
party or pertl8lal/(llnt tenentl with r1ohtof lurvlvorlhlp. Both tonglhle and IntanOIi:lle,property are tpbo
Included. l.11t real, e.tate,flnt.
,. DOlcrlbe allre.1 property 0, Indloated In the Inltr\lotlonl fOl' Sohodllle "A", Oas,orlbo nil porsq!1ol property
.,Indloatod In the Inatruotlonsfor 60hedule "B". Inolude, thonol11e, nd~rolQ end rolntlc)I1Khlp to tho
c1eoodelH (If thooo.owner (il) end the dalO tho lolnl ownerslllp wet eKtebllohlid,
, " "
Indloate the tota\.morKot value of the 1~lntly owned propurty.
Indlcete the peroentage of tho ~eoedent'81I1teroot,
4, Il1dloete,themurket value of the dooeqent'K Interolt,
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INHERITANCE: TAX SUMMARY SHEET
,IWV.484 UX' INOt (~UR.B[\UJJSI!1..9N~YI
fill. Numb.r_,,_____al...7.9"'06~-~__...__._,.__.._.__".____."
e.tot. Name ._.,_.._.~.Jt,'!~l..R!,,~.~.i.~I!~..__.c..___..n_. ......... ..-..-
Dat' 01 'boalh .__...Jto.~!lh!!._)~J_.!.??J.._..____,..~__"
Soolal Security Numb...r ... ...~9,9-J~~5065 ,
~ep'ORT Of' INHERITANCE TAX APPRAISER
, I, th~ondl!llgn.d doly oppolnt.d Inherltono. TOM Approl..r In ond lor th. Coonty 01 ...~ullllailil.ld
P.nnlvl yonla, do rup.otfolly "port thot I hove oppral..d th. !tol and perlonol properlY o~ r~ lo"goln~
"tom at th. yolo," I.tlorth. of pOi It. .aoh Item In th.luI colomn to the rl ght In Soh.dul," IIA' , IIBII, IIC", and 8"
Pallidl Ootober 16 , 1980 ~.f.q,lf I d ) .;r I'~AtJNj /
INH<<nITANOU.TAX A~~RAII~R '
~
,---...-.,.
.._,.~..._-_.~- "_..-.---....-... -
...~._____.._ ,-0__-
" ,
INVINTORY ,
RI.I Propl"Y (I.hldull A)
Pononul Prop.rtY,(hh.dull B)
JolnhH.ld '''op.rty (Sohldul. ~)
Tronll... (lahldull C)
TOTAL GROn ASlI15
LI.. D.btl and D.du..I08I '
(ICHIDULI P). '
CLUAR VALUI OP IITATI
YA~UI AI "PPRAIIRD
COOl
ADJUSTMIHTS .
IHARRllaURO UAI QHLY)
,RIMAIHDIR APPRAIIIMIHT COOl
---
6 402
48
00+
to+
11I+
10+
.
.L
-0-
22 952 48
,.............L.._..
7.340
15,612 30
40"
II.
PRINCI P~ I ' , COOl
V"LUI
- -
I
CaMPl/TATION OP TAX
I
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$-~
$
I
$
I
INTURIST TAX.CRIDIT
- $ . I
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Voluot'on 01 III. IItotll or
annultl... . t. . " . . . . . , . .
flA.U
""CTOR
..
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paR UI& 0' RBOISTBR ONLY
To. on I
To. on $
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TO l\li1MOVtc A WW, 01\ Clr.MlC'rIOl\Y'lllClilll
OOTOn1i1!l 30, 1979
(llnto or,li:nl,ry)
":1.', NAme at' deoedentl
He..rry R. Bridge
0,
,
Addr,ess at' deoedentl Mounted !loute,' l~no111.. PA
1702,
,
B. DAte at' deAthl
Ootober 29.1979
4, Name
Box
0" Name
and address at' Jl~rsan wh~ raquaRtl3rl t;ha aponing ot' the, hoX! i'Q:rllut j.l..j'agt
632, Bhermansdale, PA 17090/Wll.yne Myers, n.n.H). Dillsburg, PA 17019
and Addrese ot' the l'innnoilll inR,tituttlln whara thA Anl'e dOl10AH box iA
loonLedllJ1he FirAt Rs.pk lll1d 1J1~l'It 00.. Main & Market At.. Meohlll1iosbu\:'g, PA 170$5
, ;.
'0. Numper al' pox I
2163
7, Title under wh:l'oh box is ragi!lt.,oradl He..rt'Y' Bridge
I,
8. Was. there n will in the hox? (Yas ~r No)
YES
1l,~1' yell, stnte (tate al' Will, nnmo nl\d nd/trosa 01' pet'Ronnl. reprosontntivej il'
,nnmed :111 the Will, nnd nl\mo nnrl ndrlrnaa 01' ntl,orney, if' Anyi D~oember 14, +978
" .,W~e E. folyerll, n.D.#3, DillBburg, PA 17019 (Exeo\ltor)
Willi~ Sohraok, Main street, 'Meohll.nipsburg, PA "17055 (Lawyer)
i'
j,
And now this 30th day af. Ootober
oortHy under ~etta1ty 61' pll~Jury thnt t,ha nl10Vil raoord
',LO the bal'lt 01' my knawledge, nnd 110 11 ,el',
, III 79 ,1 Iierebr '
is oorreot nnd orltnpleto
l ~ J' ' "'T' "
/".C(1/ Y"~h'~" L -;. id.ty-" ;
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Ava Yvonne May ,Baftey Deposit Olerk
Print Nnmo 'nnrl Ti tle