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HomeMy WebLinkAbout80-00056 u.-,'. .':' .';":. ~~:.:';.::. . ~....;..,.., ~lt{:, ~~~~<..:/ ;'.: :{.t'~');''...::- ~1~:::-~~..~. . ~.t.~~}~~~:, _ Q.,lo:~'~_" ~~~;'~'..~' , i.'t!,;" ~j';{~:-"" : '2:....~~7:". ~'~:fl ~'1~':.... ~. ~~..q;;::..:.., ,.' ~1.l\'>"'-'" iftt/; ~.;~jf'f. ~t....:, ~~:/:: ~.'df':";:': 7A~C ;,.~,.-:. ~rd . ; .;', ,~ -'-.'. , ,:', , ~ ! I \.1.. ,.,-, '~gV;:" ~;~\;";:-,; lr~:::. ,.. ~'. f;';:" j' . Il4 ~ 1M M ~ ~ ~ : ~ ~ ~ I I ~ ~ , , , t.'I ~ t!j ....'. '(.0 IJ) o ;Z .. o .. ..~ I .. ..',.,' o OQ I - M No. 21.80 1-- (~ .: ,~j. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of ':.~;l1.if'':"; 1:. '.,~p~ tz , deceased, Harold B. McLane, Deputy To niej.,lm:l Co !\F\88rS8F\. Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvonia. . IS Gr<fte_C'. j(;,I.... (~,<-,d (lI,,_f-.3C', /17<( Petitioner(s) or.e the execut or nomed in the Last Will and Testament of ',:il1:~."';.;" U:o Decedent was 0 citizen of the United States and a T?wnship ;B.or0ugh; Cumberland County, Commonwealth d t d ''''In a e.... ' resident of 3 ' r.:~fl , -.,/.... :~p.:1t !"('~'~,~~bo;'o af Pennsylvania. Decedent died an ..cr-1"e"r-1"." the 2",ro A. D. 19 Po , in the County of C\'--:\)r'r'~r:' day of ,] [J.n~f:.r:r State of ?,')",-s:,'lvar;;a at the age of 75 years. :,has ;-::hos: ;t.wr; Decedent has not been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of <010 en,') 0" ','_ , " . and of real estate to the value of ~'32,ooo.no as near as can be ascertained; said real estate situated as follows .. .. r t -,.... ~ 1,.., ,..,+-e.-1 .L. ')21. C 11~.'~\";'" ;1':'.~~5~ (one;. ..'() , C; ',.::'01_::_C .->C; .._l. Qt. L.. '.- 0 t,...LJ...d. no~n, ~nola, ?G~na. ,;Qp'ply: Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated ,Jaml',ry 25 ,19('0 Name and address y of Petitioner(s) W'- $' _ '<?' r ~ ~/A",..,,~ .;--.;A~ . . ~ . ." - ';,Tlll1.!J:1"'. ;'4di'I'4:' ::':Cltz /t/tJ N/!}/"vES R()~D r; Q Y k:) f'1'). . I 1 '( 0 2.. COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND ~illt3~ :~d~~n 20ltz named in above application, being duly say(s) that the statements set forth in S'.W~"1 according to law this petition are true to the best of "is knowledge and belief, ~ subscribed before -r {tf!l/bt'~: Jd:]0P1: .~ - 3 <, ..::Horn and me January 25 19 pr) ~ l '. .:~~"I()_ Deputy nil3Rard 1;. ,A.REler!:Q!;), Register 1./'10 Filed; ,;J./-,ft) -st- January 29, 1980 Attorney:,'. ..O:'Ol'C ~;;aui'i'U' ~/4,J ',: -'"......;.. ',"" I 0:> l1. l1. N '" < E-< ~ '" 12 .-I a:~.c r<l Clj" E-< tf.l \IJ D '" . "0 C'Z ~ r.. r<l D..~j 0 l! ::> ' ~ ;>;: .. w ~, < WID ~ . Z '" In 0: ::> ..IOU " f.ij ;;C \IJn Ul<Z ~ Ul ::l 0: " " . . .... ~ . OATH OF NON-SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND I 55: This, the .:.2sf--f, day of X n Harold B. McLane, Deputy A. D, 19~9 before me, RieRa rei E. I,Relerson, Register for -r:.,v" An '{ the Probate of Wills and Granting Letters of Ad ministration in and for the county of Cumber- land, in the Commonwealth of Pennsylvania, personally came C '- i 1= '=('.12>> IV/. ,\ t:.<? (d'O I- j ~ ,\ ~.JM~L \M\,,~('"'C'v" who being duly [;Jl.,rorn according to law deposed and say that they are well acquainted with the handwriting of ~lill{am s. S0~tZ whose name is attached as t% l;ator to an instrument of writing purported to be the Last Will and Testoment of ~tl1i9~ ~. ~0itz late of 38St ?ennsho~o To~'nshtp , deceased and thatthe said signature is true and genuine, and that the said ':11.11 ;.[1m ,::. Seitz is now deceased or absent SHorn nnd subscribed before me, this OJ S' fh day of "J:4"'<<..A""" A. D. 19r P0 q ~J ~ filv~j~~r~n,-Regis:e~Puty l . .. (,.' ,,/,., ' , {.l.//'-/" V~....;>" Y' ' >-.....;/..:~:~/,..'Jx-.1-:1:ff.~.. I /'7 I A:/ ~{//~J~~ per~(}".ij_13~ c/;~~ r___ Deputy Register 2:~8 . . OATH OF SUBSCRIBING WITNESS OMMONWEALTH OF PENNSYLVANIA / ss: CO Y OF CUMBERLAND \ This.................. ................................,...........,....... day of ..,.............,.....,............,................ .......... A.D., 19......." before me Richard nderson, Register for the Probate of Wills and grantin in and for said County of ' mberland, in the Commonwealth of Pennsylv ia, personally came ....,...,..... ...................................................... ......................................................... ............................................................ the subscribing witnesses to the for oing instrument of w ' 109 purporting to be the last Will and Testament of ..",....."...,.."..,.....",."...,..,.......,... ......".."".,., .",...,...,....,.....". Dated "...".........",..".."..,..,...,',.. late of..,....,......,........,.......,...,.........,.........................,.. . ........,..................... Cumberland County Pa., deceased who being duly.............................,............, acc , depose and say, that ........................................ present. and saw and heard the testa..... ........................., sign, seal, publish, pronounce and clare the said instrument of wn ' g as and for h................ Testament and Last Will, and at the ti of so doing ..,.............................................. of sound and disposing mind memory and understan . g, to the best of ..............................,........,......knowled .................... ...............,......... and subscribed before .......... ...... .................................................................~ .................................................................................. Richard E. Anderson, Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA ~ ss: COUNTY OF CUMBERLAND \ ':1i.111"-1'": ';;d",tn ~;-,:. tz bel'ng duly ................................................................................................................................................................ s.,'or" h lb' d h 'd d d ............:.....::............................ says t at as near y as can e ascertame t e sal ece ent ....,..................... '.~'l.lip~ ? ~~.~tz d'd .....,.....,..........,..",..,...,.,....".,..,..,',...,",.....,..",...,...."....",...",...,..."...,....,.,...,....",...",...",...",.,....".,........". Ie on 1.',r.l~~....t:'lsd8..T the ?">......;; d f ;r-:.~;~.1':';'..: AD 1980 ............-.........l........................... ............'.-................... ay 0 ........................;............................. .., ......., 6:~O , P. at or about ....................:..................... 0 clock, ...,M, .............. ..."..,;:;:,;R.1'.lI" ...,....",..."and subscribed this 25th January ..............,................................. day of ........................ 19, ~.?,... before ~- 1- C 0" - "",!1tt:l.&.:.~i;"~.62f4~:?:.',,.<. ,..e,;~...... "::d~,t.B.?:r(f:~~~~~,..p.!7.l??~.y., R:""lu..u,d. 13. ".:o.ud""........u, Register '. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBEHLAND SS: Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for 'I! 1'1'.1'-"- ;'c".: '" .;,,! t" thl: County of Cumberland. personally came .......::..'......:,;,::.... :..:,....:..,:,::, :',.,::,. .... ....., .......,.... .......................... h b. d I S"O"'1 d c,. d dh .,.--,'..,.tor- w o. emg u y ,:...:....:,................... 0 ,.,:~...., epose an say t at llS.......:.:,:,~..~,...............,.............................. 1 J' , 1 . -',.,' ~ of the last Will and Testament of ..........,.:..~,:..;,'..'!-,:.;..:;::...::'.~.~.::.~:..........,..,....,...............,.....................deceased .....1:UL..........,.. will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ,;?~lr;.~n.....,..,...... and subscribed before me. January 25 fin ........,....................,..........,..,............ A, D" 19....:....... .,~:1???\'r.J~,?6~...~,7,~~~y Riel.al EI E. _"_R88F8BIT, Register -- ~.dUd;C..,~4.,............. .................................................................................. :..; 0: :", co: :<n :to al .", :.., ~f :'" :A u.. <'I: co; ad 0 *! <'I, r.:;. \0; .....I .>: 0 ~; L~ 0 .' Ill: .....I l"l: o::l td= I: ['1 : ~ 0: u; :3: co: - 1-':: li c:: I: $ ~,~ : E-<: Ill: .-I, ~) ~ Q ril: ~l <'I; .: .~ 0 f:i: "0 '" 1': CO .,; "0 M: . Z '<:~ ~ ... <'I: - 0 *, N .s H: .., '" 1.-:: ... '1:l ~ .5 .':1: '1:l ~ '" <n l-l: Q to ~ .~ [;I;l to 0.. r:r.. DECREE Be it remembered that on the ....??~~.......... day of .........,...,....~~!:':~~.~y.,............,' A, D" 19 ~,?..., there . '.ii..l1i 9.:-': ;:~;. Se.itz was probated and recorded the last WIll and Testament of ....................,...............~......................................., I f '';'aot PO'lnsn'lro '1'o"'Dshir C b I dC . ate 0 ...;.:...~......;.;;...:,:..............:...::....,..,:.:.....,............... urn er an ounty. Pennsylvama. Deceased. Letters rf'lpstqmc,ntrr"'l,? d ~-,.;i 11.; 20: ~~d,..:"ln Se itz ""..... ...,......:, ,. "... ,....:,.."......"...",.... were grante to "...",......,..,.", ,....,....................."",.......". ,..."....,.,... .......,.... Witness my hand and official seal the day and year aforesaid. '1I..~~..'B~f:d.~,.,!?!:~,?!x. R~,",ll . AU''''I~uu, Register. . . cJ /- gO-50 COMMONWEALTH OF PENNSYLV ANlA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS . REV"". (8,78) RESIDENT DECEDENT COUNTY OF _--y,)rn'Q,e_rland - IllpORT,un, Thill. return mu'n be complrolt':1 in detailul\d fil('J 111 .lllplil.'.lh', ,. ith ill! ;lll<H"lwd. ....Ilh tIll' Itc~I~ll'f of Wills of the County where decedent rC!<IiJed; Return 11<. dtl(.' within '!:lIt" lll"lItl:.. ,lflt., d"(e of dl';\lh. unlc~s :Ill C\!l'IISWO IS grl1ntl~d by the S("l~rt~I<HY of RC'\,Ienue, (Sc.:lIon 70.\ 01' the Inhl'rlliiHl.:l' au.lI...I,IIl: LI.\ ,\L.t of Iqhl,l -- ~ -~-' .- -- ---. .- IN TilE MATTEI\ Ill' TilE ESTATE 01' } AI 1'11I,\\'11 lIl' _ EXEClTOl{ X~~~~U~ Willi&m E. Seitz ~5TATE FUl..L No\ME" OF OECEO~tnl Lat. of __~mQ.fl~m\. SIal. of Pennsy.1 vania County }." Excl.;utor Cumb.e.rl1J.nd William Edwin Seitz Administrator ---- of the e,tale of the obove."omed dec:ed"l'll b.:io" duiy-.~~-~~:;;;~;(O-- Cauntr of ond'tll' 1)tcf.t.h'nl died _.T A nl1A l"Y 21. ~MONTHl Name and addrus of attorney or } oth.r authol'iud ropresontafl,. fa whom all cau.spondence should be moiled. ,'tJ_8_QJ, ~('.I'lIe J('(Iying 0 Illst will, copy of ....hich is hO'l'!fOOlll1chcd. } ~1!K~X'!){ (010'(1 J. Robert Stauffer-I'larket_t)ggllJ:'~_?l~c;.!.L. !-iA"".ni""bur'&o--O. 170'>5_ That ns such Executor _deponent is familiar wilh the: aflalrs IIr said cstille ancllhe prupCrlY clJllstilutinJ:; {c.)tE:CUTOR-AOMINIST RA ToR! the assets thereof and thdr r.,ir market value. That althe time of deillh there was nu safe depusit bu.\: rC'gistcrl~d in Jc'.:.:dt:I\[' S IllJi\'itlual n.lll1e, or jointly with, or as agent or deputy of another, or in decedent's ilUlividu~d name, wilh right of acceSs hy illllllht:r as agl~l1l or deJluty, with the exception of the following: - NAME AND A.OORES5 OF BANK OR OTHER INSTITUTION IN WHICH OECEOEtH RENTED A SAFE DEPOSIT BOX _.~ THIS SAFE DEPOSIT BOX RENTED I RELATIONSHIP OF JOINT IN NAMF. OR NAME':; CF__==- L.:!.OLOERS TO DECEDENT I '..Ii 11 i .m3.-.S.e.it.z-llnd_ ~D."~ht.AT' i o,n;J:!J.a;{ T, 1IJisman- "I I I - TI9",n;n n~rn~; t R~'nlr Ann 'T''t''11Rt Co... F.~~1. PAnn"ylv.nia Br9nch That the contents of said safe depOSit box or boxes are itcmilcd under Sclu:dulc".---.A-_of Ihis return, wi th the exception of the following, for the reasons hereinafter set forth: That Schedule A auachcd hercto and made pMt hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an intercs t Iherein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of dcalh~ givinr, the .\mOIJnt still due at death, name of mortgagee, date, rate of interest, and bonk J.l\d page of rccurJ thereof. It alsu sets forth in the columns provided therefore the assesscd valuation of each of said parcels, the estimated market value thereof as of date of death of decedelll, Thllt SchedlJle B attached hereto and made part hereof sets fMth fully and in detail all personal property wheresover situated o\...oed by the decedent at the time of death: ~11l moneys left by the decc:dent at the time of death, whether in decedent's immediate possession, slandinf! to (.Ic,;~dt'nt':o crt:dit in hanks of deposit, savings hanks, trust companies, or other institutions, whl~thcr individually. or in trusl for am' othcr person or persons giving also separately the accrued inlcrc!tt thereon. if any, down tn the last ill/l~r.;~.:. dilY prior t(l decedent's death in the cast: of sa,'ings banks. and 10 the llatc of lh:cl:dt:nt'~ ckalh in all otnt'f cases; :ill b{)nd~, posliil savings, freasury certificates or 110tt:S and oth::r r\'iJenc:c of in~ch:t:tl;l(,~S of lh~ Unitcd States to the 0(:- cedent; all obligations, whether by statute or agrcnncill :iH.::y arc dcsigr.ah.:d as t.J:>~ fr~t:, oi the U~liteJ States, or any state, or political s~lbdi\'ision (hereof, or of any fort:ign ctluntry. which arc owned at the timc of death; all wearing apparel, jewelry, silverwarc, pictures, huuks, work.s of art, houschold furniLure. horses, carriage!>, automobiles, boats, and any and at! other personal chatlcls or wh.\huc\'cr kind or nature, left hy decedent, together with the fair1y estimated markr.t value thereof; all bonds ,lnd mortgages held hy decedent and of all claims due and owing decedcnt at the tilne of death, and all promissory notes or other instruments in writing for the payment of moncy of which dccedent died possessed, of whats(,;.:\'cr nature, with inlerest thereon, if any, giving the face value and estimi1lt.:d fair market value therenf, and if slIch estimated fair market value be less than the fllee value, it sets forth briefly the reasons fur stich depreciatilJn as 10 each item; all mon<.;ys payable to the estate from life insurance policies carried by dt'ccdcnt; all annuity <lnd endowment contracts the proceeds of which were payable upon the de3th of the dt:cedcnl; all and the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accfIlt:d interest thereon to the dale of deceuent's death and other investment securities o.......ned by the decedent at thc time of death. with the market \'nlne there- of a t such time. In tht' elHiC of s~c"rll1~s of cln~il' ot' 1"1;'1 II '!'. ~; ~ ~"",.\ 1'1f' v",IUl'" t"'\1nrten I1.rl! tiS rur 11~ pn>^lblo slIb.lImtlllto,1 bl' 1'11I1I1IeI..1 sI.I"""'"'''''' "I' ""'"",,,,"'"'''' ";""'''"' t'", ,,~""'. .."d ] \lIhl!Jt.l"S thoreol' liS or tho dllte of ,leuUI. The sel...oI"," u}:,,, ,.". 1',,'''' 1.1,.' 11I...""'t .11' ,ke",\..,.l "' th., tI"'" "I' death III allY cll_pllrlnershlp ur b"sl1wSS, 111101 j" s"I'I'''''' .,r ,I... I",]"" of' s"elt 1II",,"'ot the,. Is 1111''''''''': III snld schedllle, flnllllclnl slnter.llm" showlll~ n", ""s"".'''' ",,'ot; i' "," 01' <e Id "o-!'..rtr".rshlp or ""sloess. A ropy Ill' the co_pllrtllershlp ngre"mellt, (11' Mill. II ""","',"ll "'IlIII,, I'or'h ,}", 'lel"r" of U". Il~r.e"""'t) together wllh a s'"te",ent. scttl,,~ forth U", ci.Il..".".'.. ",' "... ,,'os I '''''''' Il'. 1",,"'luO, lI"d ",eh .,,,,,'r I'IICts pertllllllng to th" huslll"SS liS mill' I'" 1','r,I''''II' '0 ., """ ''',.\ .I"'" "l'l'r..,"..1 01' U,.. ,;.",,,dellt.', 11It.',"'''st. there III m'l't he slIhmlttod. It. sltould 111'0 SO" I'"rtlt t, ",'mlz"oI f.""" ,01'."U..,r ..\l,1I t;.e fair ",lIrkll' vulw, thereot', any ather prapert). o"",,,t or h.' '10"" , 1",.1 h,' I", ,....."",,, ,,' ,I... 1.1,"" ..I' ""Il,h. Tile Sc^odule C a\luehed h"""to "lid """',, I""'" :"'r..,,r ,,,Is rortlt " trill' "n<>r,,' to "..eh IlIqulry contaln",l thcrelll und In th" cuse ..r Irnllsl'ds ..1',11'''1'''''' y, r.'..} 0" 1"'r",",,I, wi thlll t..o yenrs 01' decedent's doath, In contemplation of deer.delll' s ,\enth, or III"""!"" ., " .,1;., o!,!,od III I",,,,,,slon or ""Joy"",nt at u" arter ,Ienth, sold schedlll" sel' I'ort.h Uw ",,"If" .,1101 ",;"" or slI"h ,'r"I"'r'y, I~ whom !.rfillsferred, the relutlonshlp 01' the trunsferees to th" ,10"'"\''''''' ,,,., ,"'''''''''1''"1'''' ",,"'.' ....,,01.."'\ "" <'''''' '.ri,,,,,forco anel all other filets ot' n pertinent nntllrc r"~nrdl",, so!!" : r .',.. .',s. I" ",,' CO"" "I' \.r"ns!'ers Inte",leci to takc erfect In possessIon or enjol'ment ..I. ,," ,"'1'." I.' ,I.,'.. ", ..I.., "u""I.",1 tll .he sehe,I1II" .. c"IIY of t.he deed, trust ugreemellt "r other IlIsl.1'o,.."'l "",,,\,\'''' ."" 'nISI. n",'.' Is ..I~o -H I'orth tn said .cheelnlc.. 1151 of I'll prop"rty, real "'"'I'erso,,"" wl-;' It" ""'II', ,"<I"', POI':;"', "I. eI"""elent's ele.,th hy virtue of the.exerclse hy deeeMnt, elt~er lwllvl,h,,,'ly, ,,,' i"llIlll' wl,-" ,,,,oth''', or uny I'ower 01' appoint- ment vest"dlnde..,Ient, either Ind!vlllll"lly "r .Io\"'\y, "y "," .0\11. d",'II. "r "t"er 1,,,I.,'..,,,,nl. or nnot,her, with a copy of" t.h(' :nstrllITlrmt creating fouch'11ower lit UWh'll' to Lh'~ schetlllle. Th..t SCI,..1I.-1. 0 01 wche,1 h"reto ..n'\ m"oI" "..rt 1,""""1' c"':' '"rth Ll," II'''''CS ""d ..,Idresses "I' ..11 persons IICllcflcla1l~ IlItero.t"'\ III '-his ,,,,tutl> "" lit.. L;"'" ,oj' """,,,\o'n" " ,Icnth, t.1Il' IIl1tU"" of '.helr ros- pectlve lutcrests, thdr rcllltlonshlp, \l'uoy, to tin' ,\,,,,,,,I"lIl, to~"IJorr ..It.h ,-he ages at '-he tlmc of ~ecedent's dOllth 01' 1111 minors, IInnultant.s Iln,I}.,'n,'l'Iei"r'YS I'or lire ollrter dl>o<'d"nt's WIJI. It. 0\50 contalllS a stllt.ement. showing ..hlch ot' thc heneflelllrl,,, ,0"",,01 1" the ,IIIe"dollt' 5 will, If Ilny, ,lied prior to deoedellt, t.he d..tes of '-h,>lr dCllth, t.hIllr 1"011, ,",01 '-h" rlll"lIollsloll' of slIrh Issue to t.he henef'lclary. That S"/oodu!o E lI"aehed heret.o an,1 m..dc Il I"\c' hon,ol' sels I'orth 1111 property, re..1 IInd per- sonal, o..ncd by the decedent jolnt.ly with anolher or ot.h"rs, Indt"llll~ tntlln~lhle, st"ndlng In t.he nume o I' the dccedent Itlld others, plu. the ,Ilit.e "nd pi lie II of r",'ced of tnstruments "fl'eetlng thc vcst1 ture of real est.ate and t.he oInte of ..C'luISIt1on of personnlt.y, plus tho nllmO, ",ldn'ss and rel..tlonshlp, If Ilny, of co-O'ftners to the lleccdent. Thllt ScMdulo F Ilt.tnched hercta un' I m"'\" II pllrl 1I<'r""1' 5"1.5 I'or,-h l'uJly ulld III detaU all dehts and dedllctlons claimed far "nd on hehlllf 01' 111Is oll'edclI"'; """'-", IlIdll,lIng fnn,,,,"1 expens"S ]1ald: fllmllyexemptlnn, where appJlcllhle; costs 01' ,,'Imlnlst.rll!.!o;> 01' this IIstllte; l>oltnsel feoS IInd fudlclllry' 5 commissions paid or t.a he paId; eost expenlleol for hor \111 trus's, t.om"s,ones or ~raV"markers, and roll- glaus servloes, In conse'luellce of '-he oI.'IIt.h 01' the ,lee",I,,"\: ,1,."t.5 "",I d ,.I...' o..tn~ 110,1 unp"ld ..t time of death; t..xe. acorne,l Chllrgellhle far l>crlo,1 I'r\o" to ,1"""'\'''1'' '; ,\",,1.1, (,',ecpt UlOSC ..Ilow"d under Scetlon 65101' thc InherttllnCe and r:titllte T"x .\",-): to~,,'h"r .It,h ',51,,1<'""'111. 01' "o1lItl"rlll ple,lged for ohllgu- tlon5, if any. It Is "greed that the l'Idllelllry will pr"se,,'- 1>1'001' 01' s"lot elltlm",1 ohllgatlons upon rc- 'Iuest., th..t If t.hc nmollut lIct.uuJly 1'"\11 In se",I',m""' 01' ""l' r,.e, "ommlsslon or deht. Is less thlln the eslImllted amount cllll"lng IInd ll1l0wod, 'hilt t.1... s"m" will 10" r"I'",',ed '" .1111 1l,'~lster 01' WlIls, u"d tlutt. the amount or tax Ilss~s5cci cu.n be rellS~H'S!'i('t1 111 ll(:l'OI',illlH'P tJWI.I......i ~Jl. That the tot"ls of t.h" IIpproprlate columns In S,'I>.,'"I,'S ',\', '1\', 'C', "E'. R"II 'I" ..5 directed th"reln, have been cllrr1ecl forward and l'ropc-rly rl~i~tster{!\l in th'~ ~';Ilmmllry. , .'.',',...,.."...'--,',..,S,.',.:_~.,~?..b",~],~",.~d,."'l.~',','(W,d",a's,y~'I'~'Or'.,,~fO'.,'I.,'J!JII,:o]f,'AR:r'P1,mIR'I'c"";;?Q .{!1ft';.(::1~""p.:i:;-4. , 1l1.oile.1.neS BQ8,9-_ ............_.~,-,_.... (Street Number) MIL C:SIIURr.OOIIO,CIIMllI,RIAliOCOUIHY V' 1 -. l' 1'1l02 MY COM~\;SS'ON [lI'IRI.S ,I'll 30 198,1 ___or ':. renl1~Y YQ,m.,a.,..... "J, ".., M"",I'OI, 1",""SlI,,,'"'' ~"'lf,""'" ,,' 'II",,,,,,,, (City or Town and State) NOTI,: lIet'ore sj~nlng IIl'rlduvll ",,,,,, Sllre ,,] I 1,1"", "',' '" In ,"" 'oI"',,,..l'It ..no\ 5e:",o\"I"S "",,,,"c'\ "ru 1'1111'0\ In wltl> ""t"lls nr the wor" 'S,,,,,", "no\ \" "..". ,I,,' ,,,,,"'IS 1<...1""" r..r" ..wI unIlS'-"" s"CIlfltll's, seeurlll"s 01' close nr t'"mtly """1"""'-\'''''' nr "" In,,'r"" \" 'l"y ""-I'"rll",rshlp nr huslucss, tllnt '-hu d"ta an,1 st."temenl.s rcq"lre,1 "n,I,," Ii'" 1"",,,....l'h "j.,,,'" r.''-aU''" ,,, S...",.hl\" '11' '!C" ",t"cl>cll. .\Iso mllk" c',rtlll" thllt eolllmn #1 III the 'Su",,""y' h'" \,,,,,,, I'r",'..rI~' '''''''1'1.""" .rs ",,,,,',,_dlrec'-"'" . ' REV....'. (B-n) * COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" PERSONAL PROPERTY RESIDENT DECEDENT INSTRUCTIONS: This Schedule musl discluse 0111 l;mgihlc ,1I1d intilngihlc personu! prnpcrly owned individually b~' the decedent, at the lime ur his death. Property owneLl hy the decedent jointly with ""l1ther or nlhers must he listed . I under Schedule "E", Intlll1gihlc pcrsunillllrol1crty, titled in the 1I;1111C of the decedent, hut p:'lynblc ut dculh tn anuther ur others, incluJing hut Ilnllimitcd In P.O. 1>. U.S. Savings Bfll1l1s ilnd tentati\'e trust accounts, must he listed, despite the fuet that Iht~y ure nnlnf the udminislcred estate. Tangible pcrsnmll propert)' should he listed first (e.g. jewelry, wearing i111parcl, IllIuschllld guods, t1nd furnishings, bonks. paintings, alllnmuhilcs, lmats, etc.) Intungihle pcrslllllll property, such as hunds, trclIsury ccrtificatcs, cash Oil hand and in bank, stocks, mortgages, TlOlCS, togethcr with uccruell interest or dividcnds, s:lIarics or W:lgCS, insurance payahle tn the estate or fiduciary in said capllcity, partnership interests, intcrest in illlY undistributed estate of or income from any property held in trusl undcr tlu: will or ugrcement uf anolhcr. e\'en though Incillcd outside uf the Stule, :ltlhe lime of death, shnultl be listed in Ihis sdledule. lIem No. rmM Lisl and describe fully UNIT VALLIE ESTIMATED MARKET VALLIE DEPARTMENT VALUATION (Do not write in Ihi s space) (1) Savings Account No. 32-1-0652 with Dauphl. Deposi t Bank and 'I'rust Company, HarrisbUl' . Pa. Balance as of January 23. 1980. Interest accrued to 1/23/80 Checking Account No. 18-00313-7 with CCNB Bank, Ii. A., New Cumberland, ?ennsy1 vania. Balance as of 1/23/80 Proceeds from nub1ic sale of household furnishings, t~ols and personal be10nging~ of decedent held on March 29, 1980. Chuck Bricker, Texaco Road, Hechanicsburg Pa.. Auctioneer. (Sale Sheets submitted he rewi th) 2312.S~'/ / 419.71/ 1.54 (2) 12l~.81IV (3) Inscrt this lolal opposite "Pcrson:ll ProperlY", Schedule liB" in Ihc liAs Reporled" column on the last page of Ihis return. xx 2858.61 -- .2.; YS'J, 6 I ~ . . REV-452 (e.n) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX .~ , ' ~'f , SCHEDULE "C" TRANSFERS !;~SIDENT DECEDENT (1) (2) i (31 Did decedenl, wilhin \wo years of de.lh, make any transfer of any male rial part of his estale, wilhoUI receiving · vaiu.ule end adequate consideration therefor? (Answer yes or no) No Did decedenl, wilhin \Wo years of dealh, transfer property Irom himself to himself and another or others (including. .pouse) in joint ownership? (answer yes or no) Ho If the answer 10 (1) or (2) above is in Ihe affirmative state: (a) Age 01 decedent at time of Iransfer (bl Slate of decedanl's health nt time 01 making the transfer, (No," 1). (cl Cause of decedent's de.lh. (Nole 11. Did decedenl, in his lifelime, make any Iransfer of property without receiving a valuable or adequate eonsider.tion therefor which was to lake effecl in possession or onjoyment al or aller his dealh? (Answar yes or no) Ho (a) Was thero any possibility that the properly tra/sferred might return to transferer or his estale or be subject to his power of disposilion? (Answer yes or nol N A (b) Wh.1 was the tr.nsferee's age at time of decedent's clealh? N / A Did decedent in his lif.time make .ny transfer without receiving a v.luable and adequate consideration Iharefor under which Ir.nsferor ..pressly or impliedly reserves for his \ifa or any period which does not in fact end before his death: N (.1 The possession or enjoyment of or Ihe right to income from the property tr.nsferred? (Answer yes or no) 0 (bl The right to designate the person. who sh.1I possess or enjoy Ihe properlY transferred or income therefrom? (Answer yes or nol t, n If the .nswer to (51 (b).bove is in the .ffirmative, stale whether the right was reserved in decedent .Ione or oth.rs " (4) (5) (6) Did decedent in his lifetime make a transfer, the consideration for which was transf.ree's promise to pay income to or for the benefit of caro of transferor? (AnlWer yes or no) N n Did deced.nt, at .ny time, transfer property, the beneficial enjoyment of which w.s subject to change, because of a raserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by oper.tion of law? (Answer yes or no) 1: El (9) Ii the answer 10 (8) above IS in the affirmative, w.s the power to alter, amend, or revoke the interest of tho beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) Nn NOTE 1: The answers to these questions should be supported by affidavit by the attending physici.n as well as a copy of the death certificate. NOTE 2: If .nswer to any of the above questions is yes, set forth below. description of the property transferred, it's fair market value.t date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any truot deed or instrument, if transfers are claimed to be non.ta.ab:e, also submit det.i1ed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. MARKET VALUE (Estimated) (7) (8) ITEM DESCRIPTION DEPT. VALUATION (Dept. Only) None _ See Schedule nE" herein None Insert this 'otal opposite "Transfers", Schedule f'C" in the "As RepONed" column en the last page of this relurn, N N'Lt..J 4c;)4(. l~one . . REV-4U U-n) '1' 'k ~t....t> ~;'~9:~ :.~d~.J\:;'t>\' :'1-' CO~"ION\\'Il,\l.TII OF PENi'o'S\,l.VANIA TRANSFER INllIiRITANCE TAX RESIIlIlNT OECIlIlENT SCIIU)l;I.I'. "Il" 1II':-lEFll 'L\I( IFS UENEFICIARIES AND ,\IlIllU;:;SES (Slate rull MUleS ltnd ,ldc.JrcSSCM orllll who have IIn intCrcsl,,\,estcll. contingclit or other- wise. in C~IU1C) IU~Li\TI()NSIIIP (Ii Sltp-dlUdrcn IIr ilk~ilinmtl' childrclI ;lfC invulvl'lI. set rorth this fact.) r S"I\:':I~' IlH'EIlFNT STA)'I'. VI'S tilt ;";0 r - _m I , , I 1 I I I _._____._.L__ One-third of Bst.a.t.e.. Il\'l E 01: BtRl1I ISTEHFS r OF nl~NEI'I(:I'\HY IN ESTATE Shirley L. Wisman 732 Harding Street New Cumberland, Pa. 17070 Nancv Jane S':rilmoli R D 1 Box 105J York Springs, Pa. 17372 W; 11 ; ~m Ed,;; n Se; tz 1l.t.0 Haines Road Yo,..k Penna 17),0? Dauc:hter Ves Dnu,c-hte:co ;Yes l~~~to=-"'-or_.E~-" ~- r- I I II -=-~ One-third of 3state , i ___J Snn Iv-"" =J I ___J __L_::J Deponent furthor says that all the above-named beneficiaries arC!' living at this time except below: NAME DATE OF DE;' TO; RESI DENCE ~ B:Il:: g::-: 1t './"- C .- ~ ... ,,- " 'e~ .: -0",0 -te" , O. ...u::::, .9... u = III - " " ~ u e 8- '" " ~ " SlimIAR\' Real Properly Personal ProperlY Transfers ,Toi ntl y O~med (Selt. "AU) (Sell. liB") (Seh, "C") Property ( Seh. Hc.:II) ('.russ Taxable Estate OM f- "0 .c ~ z " III " t:.l '" s:: ., ~ >- ::e u ;;: t:.l u 0 '" u E-< ..J < Q .0: 0 oJ> c.: <( c.. U. H .:! c.. 0 0 ;; "" .0 D- O> -<l: o>UJ ;. D- oC oCi-< N III ,.. .0: 0 i-< t:.l i-<< E-< s:: '" ::: H s:: " a Z .:: f- '-i-< rLl C1l " Z 0", u U. UJ CIl p.. "- .0: 0 ~ t- o: . +> c "" .S c.: ri1 lJ1 -5 0 - t:.l oj D- .. ~ ~ f- ,- ri1 w - :;: u '" i-< ~ " "" c 'c -<l: H ~ " -'s ::e ..:l c t. " e ..:l u ;; " ::::~ H ;; c e ::=< ;3: ..J U u ,\ (I) (As Rcportcd) : 3t:g~gJ~ $ 0.00 $ J,o'-Jl~.Uj $ $ -4'-..12_.9.11 . . (2) (As Ilctcrmincd) $ $ $ $ $ $ . . . REY-4S4.4-70) COMMONWEALTN OP PENNSYLVANIA BUREAU OP EXAMINATION INNERITANCE TAX SECTION SCIIEIlULE "E" .IOINTL Y OWNEIl PI\oPERT\' * INSTRUCTIONS: 11lis schedule n:ust discluse all ("Cullerty, real tlml per!\llllid, owned hv the decedent jnintlv with Ilnothr:.r or others. including intangibles, st:,ulding in the n.IIIIC uf tlte decedent IIlItI miters. Lisl real estate rirst. as entireties, or juintlenunts, giving brief lIcscripli\HI, liS i11lJicutcd under Schedule ""." plus the oale and Illace ur record or instrument errecting \'estilurc, bllt do lIul il1c1ull~ entireties ur nut I'l' slllle real esl;lle value in estate vtlluation colUfllO. Personlll properly should be listed as in Schedule uB," pillS ditle ur acquisition, :lOd the name, address and rcll1tionship (ir any) or cu.,owllcrs III the decedent. Description or Prollcrty. Dille ur AccluisitiulI, Nnme AdJrcss and Relatiunship or ell-Owners, !lnd Place or Record or Instrument. where Real Estate. Unit Valllt: PI:rcclltllge Esl1l1e Share \'alull1inn IlEI'ARTMENT VALUATION (OFFICIAL USE ONLY) VlIlue uf Entire Propert)' Value of Decedent'li IntcrcSl (1) Account No. 002-00-05179 with State Capital Savings and Loan Associa- tion of Harrisburg, Pa, registered in the joint names of W. E. Seitz or S. L. Wisman, created as a Joint Account on February 27, 1976. See Bank Statement submitted here~1i th. Balance as of 1/23/80 $7760.95 Interest accrued to 1/23/80 $2?Q9 (Both reported at 50% since Joint Account is over two (2) year' old) 501; 50';' 880.48 13.55 I I I I I I I I ! , I . J. <1' Insert this total opposite uJ\)intly Owned Property,lI Schedule liE" in the "As Reportedll column on the last page or this return. 3894.03 ~ 1'11: D,3 ~ OM .d " s:: :> , .-. 0 ~ ~ ~ ~ I;< ~ 0 :z: l>l ~ \jj f.< 0 >- 0 l>l I . .g "tl '" [4 8 'ji ;J 3 &: .-l ...l f.< < " - ~ ..., .0 U ~ Ul ~ .:t" ~ - H 111 '" '"' :>: "'~ <.) C\J '"' - 0 ~ ci ~ I'- '"' l-< 0 '" 0 :z: ci '" '" >< l-< ci - l>l :z: B ~ f-< l>l :z: :z: ::l 0 - ci ~ ~ l>l ;z :E :z: 0 u c: l>l ~ ~ '" ~ 8 0 ~ :z: l>l 0 :l . . .."' ~;I't:-;-:t.... )-:'-rf~' '{:';I)j~f/~ e.J:'l-/ /9.f" GJ "EV.'" E~' (HOI ' SCH EDU LE "F" COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE STATEMENT OF DEBTS TRANSFER INHERITANeE TAX AND DEOUCTIONS RESIDENT DECEDENT ~ - .~.~_. Estate of 'Hllintn r.:. ::;0; 1:7. Date of Deathl/;:-'/['O WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. ~'l -Co-C;6 Claimant Claimant's .t\ddress ITEM NO, DATE 1980 2/21 2/21 2 21 VlIL Vll.L 3/14 3/14 V29 /29 4/12 4/12 ll/12 6/6 4/12 6/6 Relationship to Deeedent NAME OF PAVEE REMARKS AMOUNT ~esi3tcr of ~~11.:l Curnberln.nd i,!U'i ,T01Jl'1nf'::..1 L0tters 'r(~ta~O!ltar\T :~:j ta te ..' ..Ol~ J.Cfl The 2venin~ dentinel :;scG.te ~~otico ?l'Oi'os~ 5. ~);1nl ?hn.!'F.rtC7 ::-:~l"1r;~i!.1GU [lr~(~()unt (]'l8 Charles n. ~Atflpld, M. D. Doctor Aill \-lei.s j':jar\~t3, Inc. ~l!'oc€:r'J" aCCOl1n t. .J~ck 1:1. Hic:1aPQSOn ?;'u:1ore-l :-:ome ~~'u:nAr8.1 ~:>:~-;ens8s 2036.30 129.1.9 10.27 12.96 12.88 130.57 14.44 17.21 50.18 365.00 l~8.00 57.22 l~.69 35.97 13.39 28.00 Servi.ce O~l G0r('~D.n.\~ .:p.9t.inl. ~.11)el u. G. 1. Cor:;or9.tion n?S Rell Tel.e ,hone C0w~nn~ -:Oenna. !'0I-18r ,'. Lir-ht Go. Service Oi.l Cornr;~Hj~I Bell Telephone Co~pa~y rr.r>l :-~r;h()no -'1 t' l~. .ec rOle Eoat i~;- !o'uel '.relf:phono Rivcrton Consoliriated Water ~ater jTanev Srri'-noli. CanO;-lY for' pu.bl ie s "Ie Callinc Sale, advertisement, e c. SeHer and j1o.f'llr;(~ 1920 County ~ To~nship Taxes Chuc1-: 3rickcr, i\.11cttonAel' East j)pnnsboro ~'nw~s~ip Kenneth 3-intB:r', ~ax Col. Penna. P01omr.t.. Li[:;.t Co. :::Jcctric Clifford 3;~ri. ,";_1:01 1. RoJ.l rl'elephone Corr:pan:I 3rschendorf's ~:orloria].5 O1o!')a i.y'~~ to Y'tJ9J. ~;S tr..to (:louse) '~f:: J.e !::'!one !J(:tt0ri!1~: ~.O!1t1;llcnt TOTAL THIS PAGE L _ .3.~21. 80 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheri nce Tax purposes. // - >:: ' 17- O//t f.-ft/ .<;:0> ',;-,." 7'//.r~d IGNATURE OF ATTORNE /FIDUCIARY 'DAlE - OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ii, J' ('7- 0 7 AT (,V;l , PERCENT, '-- J . i-tv~ .ISTER OF WI L.S / //-.;,J -;/..# DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the deeedent prior to his/her death are deduetible against his/her taxable estate, In addition to debts ineurred by the decedent or estate, other items are elaimable ineluding the eost of administration, attorney fees, fidueiary fees, funeral and burial expenses including the eost of a burial lot, tomhstone or grave marker, All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritanee Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being elaimed should be attached to this sehedule. A family exemption of $2,000 may be claimed by a spouse of a deeedent who died domieiled in Pennsylvania. If there is no spouse, or if the spollse has forfeited his/her rights, then any ehild of the deeedent who is a member of the same household ean elaim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the deeedent, The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws, - "" 0 n >- t:1 >- ;S ~ z :> 0 0 .0 en, 0 Z C) n c:: 0 -l Z ::: t"' ," t:1 ;>; Z '" >- ~ - ~ t"' Z Z t:1 -l t:1 -l Z ~ ~ -l -< en t:1 - en Z 0 '" 0 -l 9 "=1 "=1 '" ~ ~ 0 ":l 0 ":l - Z n - >- t"' c::: en t:1 0 Z -< -< S; t:1 t:1 ~ :> >- '" '" INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being elaimed, indieate the claimant's name, address and his/her relationship to the deeedent, Enter "family exemption" in the remarks column and the amount elaimed in the amount eolumn, 2. Assign eonseeutive numbers to eaeh item listed, 3. Enter the date on whieh eaeh debt was ineurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks eolumn for each debt claimed. 6. Enter the amount of eaeh debt being elaimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts, GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the deeedent prior to his/her death are deductible against his/her taxable estate, In addition to debts incurred by the deeedent or estate, other items are elaimable ineluding the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the eost of a burial lot, tombstone or grnve marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritanee Tax Return is filed, Evidenee to support the deeedent's or the estate's liability for the debts being elaimed should be attaehed to this schedule. A family exemption of S2,000 may be claimed by a spouse of a deeedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no sueh spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is 'allowable only against assets whieh pass by a will or by the Pennsylvania Intestate Laws, C "0 U n > [11 > ~ > 0 0 U en 0 Z C'l --' Z 7- t"" '" '" n c: 0 :> 9 ::: 9 t"" ~ Z ;;l Z z Z t"1 -l t"1 -l P 9 -l -::: en [11 - en Z 0 en 0 -l 9 ""1 ":1 ;;l ~ ~ 0 - 'Tl 0 'Tl - Z n ;; t"" c: en tTl 0 Z -::: -::: :;: t"1 tTl ~ > > ;;l ;;l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" , 1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the deeedent, Enter "family exemption" in the remarks column and the amount elaimed in the amount eolumn, 2. Assign eonsecutive numbers to eaeh item listed, 3. Enter the date on which'eaeh debt was incurred and/or paid, 4. Enter the names of eaeh payee, 5, Provide a brief explanation in the remarks column for eaeh debt claimed. 6, Enter the amount of eaeh debt being elaimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. DEBTS AND DEDUCTIONS Dale Name of Payeo Naturo of Debt Amount Funerol cxt)COSl!S fli1id "" Family oil.emption (will not I.Jc allowed unless dlJcedcnt died tctiding with it parent. spouse or children.) AdministrBtion Ellponscs " '- , '-, Counsel Fees ", Fiduciary Commission " IOther Debts nod Claimsl ',-- , , " ''-. " " '-, '- , '-- ''''' \ / / \ \ \ , \ Total Under penalties of perjury. I declare that I have examined this return. ~nd to the best ~~~my knowledge an,\belief. it is true, correct and complelc. . I' 1/ ' ~. I' fI - / C} /. l,(J.j '-U_.1 "-(. C r //<" _ (;::..&;<---{( ,// r- /.rO \ Signature of Fiduciary . U Date-" 1 do hereby certify that I have appraised the assets contained herein in conformity with Pennsylvania law. > oJ Z o w Ul ::> oJ q: ij ii: u. g Appraiser Date In the Client that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent :lfter the expiration of any estate for life or for years. the Commonwealth hereby expressly rescrves the right to appraise and asscss transfcr inheritance taxos at the lawful collatcral rule on any such future interest. Debts and deductions are allowed in the sum of S at percent. Register of Wills Dale BENEFICIARIES BENEFlelARIES AND ADDRESSES (State full n.mes end .ddr8'S$8S of all who have an interest .ilher vested, contingent or other iraerestl RELATIONSHIP TO DECEDENT SURVIVEO OECEDENT STATE YES OR NO AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT IN1'EREST OF BENEFICIARY IN ESTATE Fo Gb!\nr-:e-Soc 01'5. '~in~l.l r'o t1a1n. C ." 0 n ~ m ~ :1 ~ 0 0 0 en 0 Z Cl n c 0 -l ;;: r- m m ^ Z '" ~ ~~ ~~ r- ~~ 1. m -l m Z -l -< en m u; ~~ en 0 -l 0 ." '" ." l> ::j 0 0 Z ." ." n :; r- -< -< c: m m <Il l> l> m '" '" 0 Z .. ~ INFORMATION PLACE FOR FILING - The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. TIME FOR FI LING _ The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. FAILURE TO FILE RETURN - Section 791 of the 1961 Statute provides that ", , . any person who willfully fails to file a return or other report required of him, , . shall be personally liable, . , to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." Fi Ie Number SUPPLEMENTAL INHERITANCt:: TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0056 REV.484 EX"- (3.80) Estate Nome. ---"I.illilllll._J;:.._Qllj;JI_- Dole of Deoth January 23. 1980 Sociol Seeurity Number 195-0'7-2376 ~,EPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Apprai.er in and for the County of Cumberland Pennsylvania, do respectfully report that I havo appral.ed the real and porsanal property as reported in the foregoing fe-tum at the values set forth opposite each item in the last column to the right in Schedules IIAII, liB", "C", and "E" Dated: November 20. lQ80 J/,LI ' -Ii'" /) , , "r I ,I) -t '" ","(} l,( / INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Leu D,bts and Deductions (SCHEOULE F) CLEAR VALUE OF ESTATE S 00+ 10+ 21H N n 30+ 2.236-36 40- 92+ Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Transfer. (Schedule C) TOTAL GROSS ASSETS 93- Valuation of life estates or annuities, . . . . . . . . . . . . . RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY TalC on $ ~ COMPUTATION OF TAX $ S S S S 6'. " TalC on S 15~o Tax on $ Tax on $ Tax on S Exempll:)ns Telol Estato TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Less Credits OATE OF PAYMENT AMOUNT PAlO DISCOUNT INTEREST TAX CREDIT S + S s = s + = INTEREST FROM BALANCE DUE BALANCE TO S S S REV.518 FO (7.801 . COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT William Edwin Seitz 140 RaineB Road York, PA l7/j()2 RE: Estate of County of File No. William E. Seitz Cumberland 21-80-0056 Dear Mr. Seitz: You are hereby notified that the SUlllllemental appraisement in the estate of William E. Seitz has been filed in the office of the Register of Wills of Cumberland County on November 20, 19 80 . Said appraisement reflects the fallowing valuations: Real Estate Personal Property Jointly Owned Transfers Total None 2.236.36 None None $2.236.36 As to such tax that is paid within three months from date of death, a five (5%) pereent discount is allowable. As to any tox that remains unpaid ofter nine (9) months (fifteen months when death occurred from Deeember 22,1965 to June 16,1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of deoth, interest at the rote of six (6%) pereent per annum is charged. Any party in interest who is aggrieved by this notiee may objeet thereto within sixty days after receipt of said notice as provided by Seetion 1001 of the Inheritance and Estate Tax Aet of 1961,72 P.S. 2485-1001, P.L. 373. Date November 20. 1980 Signed y ., 'c J JJ --1.t P,,' Iflt' j-/? ,1' /1 If." Title Chief Appra.iR9r NOTE: This is not a bill. I '<l ~ ~ ~ N ~ ~ ~ ~ ~ tl '!R \D Iol . 1 tIl 1'1 ;:l rl ..l I< G> <I: 1 - ~ u z - 0 0' ~ ~ - 0 ~ d ~ ~ ~ !i; 0 tIl 0 z d ~ tIl >- !- d - Iol Z Z ~ !-< Iol Z :l d - d p:: 5 :.: Iol Iol Z :E z !-< CI U (,:l Z - ~ tIl ~ 8 0 ~ ~ - ~ Cl ..l ---.......;;.~-----------~.~~~ --- - -----.------ ..-..... -- "......,. __ -=>L l"l~r,RCC4(l1nsJ';"'.':"'.,," " COMMONWEALTH OF PENNSYLVANIA l~~bt083'35f" " " DEPARTMENT OF REVENUE ;;}r%~!f~!:i,{ii:-":<'.,OFFICIALRECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX' Ir^'~'-"":'.""""-' :', ,'... oil ; RECEIVED If = r-ram, ~/II ~, 'dress ~ ~ JI ft File No. t Dote of Payment ~ 10:::1__ r-. __ .... ~._-~~ - ...., , -. ;-'Y::.~.W,:,~~.' ~, . .~..l> , ... :::.g:~p ------------------~ T~tJ8J1.Nn NINJI: & 39/100---------________ dollars representing Pennsylvania Inheritance or Estate Tax due Irom the following estole: Nome of Decedent 1fl:LLXM E. SEITZ s ~ Belvin S.U. 0/0 J. Robert Stauffer, Marl[.t S~"""- 1111" "'''n9 Beq 29i Tax on s s "_henle.burg'. Pa. 17055 6~Toxon s s 21-80-56 Dole of Oeolh 1-23-1980 /5'if. Tax on s s Sept-.har 22, 1980 % TOK on S Estate TalC, Act of May 7, 1927 s County C"..lo.arlan4 TOTAL TAX CREDIT less five percenlum of tax if paid within three months after dote of death Plus interest at the rote of _%I,am to s 2.009.:19 .-',marks: f ! S -PAID ON ACCOUHT- s 'iJ'OO~[p[L~@ill'iJ'rn SEA L TOTAL AMOUNT PAID s 2,009.39 NOTE: this Tripliclte Receipt 10 be retained for au";'; purpolel, I Received by NOTE: In accopllng Ihe Iranlfer inheritance lal on fuluro (utalel, prior to the deolh 01 lho Jife Ilnanl or t.nonl for yearl, 01 evidenced by this receipt. il il understood thaI the Commonwealth Iholl no! be precluded or prevented from hereoher oueuing additional InheritonCIt lal 01 Ihe deoth of Ihe Ilf. lenonl or lenonl lor yeou whenever II appear. Ihol luch oddilJonol 10. may be legally due and colletlibre for ony reason whotloever, ---------------_._--------------------------~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' FILE NO, ':'~}1 . '\ I 0.) r; ! L, f-rJ l,,\,U,', ../ vlUAt- -, - c- ~ r--:/-',(()---,( /; - il . j',. ~ , \ , \ ::< /C~X"I ) I COUNTY FILE NO: 'O</-KD r,/ '_.' i.c';::> DATE \ Ji(j-,~ j I (. ,,".. ~ '~ ESTATE / -'\rY\ J l (j I 'ILOVt~J1 'r>,.....""IAn Appraisad Value of Estate: ( Real Estate G / '7 'Jr,.r.. ._. l COUNTY (~ h" _ 0: DATE OF DEAT~\ /'" '1 lJ- .-:l .- Personal Property -~~ s :3 (., 0 {J t'\ ,-J U ,St.', .:,... ~: ;: ~ f + -.. " f JJ~ "',- + 3 /9 il ::l3 ... s r/-.lf. Cl/~I 'JO /1 (ct,I!, O? s .::<3 l..:i'l '11 . Jointly Held PropertylTransfers Total Gross Estate Total Approved Oeductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax s ~-? (;)11_ (j( Amount Taxable @ 6% Rate s::;;""-Idll CJI tax due s Ir.) y 7 f/..'?' Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX OUE s I 9 !( 7 . 1/-9 '* .. '* '* '* '* A five percent discount totaling S will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT r. -..., r') -, -.;)0(-(;;( SdUD? <.r; + s s $ d /) II C, "'y'- , + = + = Interest accrues at the rate of six (6) percent per on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by annum is s rf ';1 {/...r; T> .;;, I. r, (/ .'':) '\A~t BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ("""_'/'7 l I v'l,,- VI\'. '\ _, \ I...L-j Assessed by:' 'I" I .. '_' See Info'malion on Reyerse SIde Ag8nt'O'1!'8Commo?~.~_~._ . , . . ,/'")'. '..):..'<- .,,:.""--'" .' , .' INFORMATION To insure proper credit to your 3CCOU'It, the name of the (1state and file number should be clearly print- ed on the check or money order. This assessment is mado in accordance with Section 708 of tho Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2465.7081. To the extent that inheritance tall; is paid within three (3) months after the death of the decedent. a discount of five (51 porcent IS allowed (72 P.S. 5 2485- 716). Inheritance Tax. other than tax on a future interest. is due allhe date of the decedent's death and becomes delinquent at tho expiration of nine 191 months after lhe decedent's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is payable within lhree (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S, S 248S-712). Calculate interest from the delinquent date shown on tho face of this form to the date of actual payment using the following interest table: ----------- - ------ --- ---------- -- - --- - - ----- -- - - - - - - - --- -- - ---- - -- -- - - - -- -- 1 month .005 4 months .021J 7 months .035 10 months ,050 2 months .010 5 months ,025 8 months 040 11 months .055 3 months .015 6 months ,030 9 monthS ,045 12 months .060 1 days .00017 11 days .00186 21 days .00352 2 days ,00034 12 days ,00203 22 days ,00369 3days .00051 13 days ,00220 23 days .00365 4 days .00066 14 days ,00237 24 days .00403 5 days .00065 15 days ,00250 25 days ,00420 6 day. .00101 16 days .00267 26 days .00437 7 days .00116 17 days .00284 27 days ,00454 8 days .00135 18 days ,00301 26 day. ,00471 9 days ,00152 19 days .00316 29 days .00488 10days .00169 20 days ,00335 30 days ,00500 ---------------------------- ----- ------------------ - --- --------------~ Any party in interest., including the Commonwealth and the personal representative. not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided bV Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S, S 2485.10011 Make cheek or money order payable to' "Register of Wills, Agent" Mail to the address listed below: