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HomeMy WebLinkAbout80-00105 i . ~ I . I;; ~ ., i m :s . tn = 0 a . ! to, If.) ~ !!, o . tj ..,' .-,V" . ' C> '0 00 I - N 0 S .B~ z tit 1M / RCC.I03 13-131 " CQMMONW~AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION * INHERITANCE TAX RETURN FOR INSOLVENT EST A TES ONLY OF RESIDENT DECEDENTS COUNTY OF CUMBERLAND Thll return mUlt be completed In dotoil and flied in dupllcato, with the Registor of Wills in tho County whore the dacodent ul.ldad within nino month. aftaf doto of death, unla.. on oJdonslon Is granted by tho Secretory of Revenue. Will .::11 .~,,-J 0:' We, Admn. No. 19_ K C. Willis Wolfe and Maurice E. Wolfe INi\MEl of Roo,{ 12':\ _ R n #?, Rt1:()"'~r P~L IAooRE55> 17319 Misc. being duly swnrn llccnnling to law, deposes and says that he is the Co_ExecutoTR tEXEC., ADM., LEGATEE, ETC.I of the estate of H,,"eL-H._Woli'''' __ hlte of-.-Mc:>rh~ni~c;::hlll"'% (CITY,60ROUGH, R TOWNSHIPl deceased, nod lho.t the whole of Ihe estate of s.lid decedent. who died on ___ January 6/ 1980 (DATE) consisled or Ihe assels lisled below and Ihal allowable dehls ao~~eduCli()ns e,ceeded Ihe rair marfel value or the ass cIs and no Pennsylvania Transrer Inheritance Tax is due, ,/ ('. /1, , ' ( ,~., /1, ,..1 IL C. Willis Wolfe ~ Cj//ctUrttL F I!H~~ .' {SIGNATUREI .IF {TlTLEI Maurice E. Wolfe ,/ estimated Market Value Department Valuation CAUTION (Do not write In thll.. eel TVpe of A..et: J. lee 6~elln~:n3n, Nct.H~ rUL; 'C Real Eslol., Pen. Shir n1anst01\n P.(HCUi~, Cur.lberlan!.! County ASSETS P,O,.,,,, Jointly c. " E : S '"0 1 J"'" - Held Prop. or Y ommlsstO,l JJMe ~'d .t~t1 t1\''6~ltlDnal sheet. If neeouary) Tranlfers Mem :Ir, PE:nm:ylvani3 AsSOCiatIon ot Uot2fj~c'lpllon of Anet .,Personal Checking Account #l62-97287-4 in the Common- weal th National Bank....................... Savings Account #l4-0015867-9 in the Common- wealth National Bank....................... $489.86 $173.89 TOTALS $663.75 {,G.3. 1S' REPORT OF INHERITANCE TAX APPRAISER -&'9f{. 1, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appmised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the lasl column to Ihe right. ,',' A " ,(Of 1 .1) _ JLnl,' ~~!J..') .IuY Dated: March 1 ~. 1 QRO (lNHERITA.NCE TAX APPRAISER} Home of Poyee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register Myers Funeral Home P.O. Box 291 Camp Hill, Pa. 17011 John J. Krafsig, Jr., Esquire Register of Wills of Cumberland County Funeral bill of deceased 2,004.00 Legal fees to estate $ 85.00 Filing Small Estate Petition and Inheritance Tax papers $ 28.00 TOT ALS $2, 117.00 ItEPOItT OF TilE REGISTER OF WILLS I. Ihe undersigned duly e1eeled Register of Wills in and fur the abuve County, dn respeelrully report that I have allnwed deductiuns in the amounts set forth in the above schedule as cluimcd, except where I havc set forth a srcnlcr or lesser amount in the last cnlumn to thc right. which grcaler Clr Icsser amnunt represents the s 1111 allowed as a deduction. Dale or APp",val:~~ ~ t 10,,<() '-- , ,: t 'i> C:.,', , \ "- T ' .... r--:;J I>&\)'~ 't t-'\b ~y ~- / i - ) - / \ c '" ., \0 ~ '- E-< c ..1 . iii;:: - ffi '" ~ ';$.:__ " u ot~ & \J u '" :>< a1 D 'tl " :;c 2_;t;: -... \ c: 'g ~ .. ! '" III t1l ll- ~ t'i ~ :0: ~ ..... ~ ~ . E":::I <:::. \-l ~ .., oZ~ II: tl-o ~ ClJ ~ c::::_o: .~ 0- 0 ~ " c -;<~ =- " ec '" t13 u ~ ~ "'::: I '" ~ ;:l c. 0 w .. :c u ~ ~ ;z :z: ~ .. 0 ~ t- o E-< ~ :!i ~ oS 0 -; ll- tl-o u w 0 :c ~ ~ ~ ~ " II: 0 0 " t13 ~ ~ E ,S E-< 0 C E 0 OJ E-< u " U 0 l:: 0:( ;:; u '" ::;; ..1 'c - 's -." ~< . . , \ COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS p, 0, BOX 2970 HARRISBURG 17105 '* IN YOUR REPLV PLeASE R~FER TO Investigation Division REV.518 (3.79) NOTICE OF FILING OF APPRAISEMENT C. Willis Wolfe Maurice Box 123 R. D. #2 Box 123 l'tt..rc;, PA '7~1q Etters, (Executor or Admlnistratorl E. Holfe R. D. #2 PA 17319 In Re: Estate of Haze 1 H. Ho lfe Cumher1 and County - FileNo. 21-80-0105 Dear foIessrs. l401fe: You are hereby notified that the Ins 01 ven t appraisement in the estate of Haze 1 H. Ho 1 fe has been filed in the office of the Register of Wills of Cumbe rl and County on Harch 13 ,1980. Said appraisement reflects the following valuations: Real Estate Nnn.. Personal Property $663.75 Transfers N nn e Jointly Owned N no.. Total $663.75 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22,1965) from date of death, interest at the rate of six (6%) percent per annum is charged, Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, p, L. 373. Date Harch 13. 1980 Signed 4'h 'f ;" ) 'Ifi /ptl,J.l ) Title Chi ef Apprai ser NOTE: This is not a bill. \ \ i \, \ i , ~ I \ i I I i I .ar-':" l .:S \ .: ~f/Jr:: .I ...~...- .j ;a..!< ,; e .1.J,,0- "1 :.:.....~. ~'I ..; = ot ' ',\ 5il: " .1=- l'. .~ J:-<~. I ...: I i I I. i I 'I,' I J'I.I.., . IN RE: THE ESTATE OF HAZEL II. WOI.FE, deceased IN TilE couln OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : OIWHANS' COURT DIVISION NO. ,:)I':?,,~-/O:;' YEAR 1980 ORDER OF THE COURT AND NOW, to wit, this ii.!1:.y Of~' 1980, upon due consideration of the within Petition, it is hereby ordered that the Petitioners, C. Willis Wolfe and ~Iaurice E. \~olfe, Co-Executors and sons of the deceased, having represented to the court, that the funeral bill and all expenses relating to the deceased, have either been paid in full or will be paid in full personally by them and further, that there are no other known creditors; it is further order- ed, that the sole assets of the estate, to wit: a checking account #162-972087-4 in the sum of $173.89 in the Conunonwealth National Bank and a savings account with the Conunonweal th National Bank, #14-0015867-9 in the amount of $489.86, is hereby awarded to the within Petitioners; it is further ordered that this Order of Court shall constitute sufficient authority to the Conunonwealth National Bank to eiicc.t the transfer of the said moneys to the said Petitioners, C. \~illis WoL"e and Maurice E. Wolfe. This Order is predicated upon the provisions of Section 3102 of the Probate, Estate and Fiduciaries Code of the Commol1\~ealth of Pennsylvania. b3 . ,\ t'l" .., t;.J......... l'.l.,. by any person of record. 5. That the total assets of the decedent t s estate consisted of no real estate and only the following personal property, to wit: '. (a) Bank, Account (b) Bank, Account A checking account ,.i th Commonwealth National No. 162-972087-4 of $173.89; A savings account with Commonwealth National No. 14-0015867-9 of $489.86. '~ 6. That your Petitioners have seen to it that the decedent was properly buried, but have incurred reasonable and substantial expenses in attending to the last repose of the deceased. 7. That your Petitioners have obligated themselves to pay the funeral bill of the Charles 1... Myers Funeral Home, 1903 ~larket Street, Camp Hill, Pennsylvania, in the sum of $2,004.00; in addition thereto, they have agreed to be responsible for the only other known bill of the deceased for any nursing or hospital bill, which is reasonably believed to be covered by Medicare and Social Security, but any amount that is not, your Petitioners represent to the court, that they will personally pay the same. 8. That concurrently with the filing of this Petition, your . Petitioners are filing the necessary papers for the resolution of Inheri tance Tax, which by reason of the debts owed against the estate, renders the estate totally insolvent and results in your Petitioners being required to expend their own personal funds to pay the said funeral obligation, together with the cost of the Small Estate Petition and the filing of the Inheritance Ta.x Return for Insolvent Estates. - 2 - , ., I tJ..,\ ~U I 80 IM:L ;... And I hereby nominate, constitute and appoint c. Willis Wolfe and Maurice B. Wolfe, , Co- Execut or 5 of this my last will and testamcnt. In Witneu Whereof, I Hazel H. Wolfe, the Testatrix ,have to this, my will, written on one sheet of paper, set my hand and seal, this 27th day of September A. D. Onc Thousand Nine Hundred and SixtY,-ni ne (1969). Signed. sealed, published and declared by , ~I:?f~""~::~~ (SEAL) as and for her last will and testament, in the presence of us, who havc hereunto subscribed our names at her request as witnesses thereto. in the presence of theA;;~~, .. ......,~~.:::J..... ......~~4,-._.-- .. : \ >., .0 'g ,~ '0, ClJ \-l 0, '0 .C: III c: .. t1l, \-l '0 Ul , 't1l .. - ~... cur:!' ..- - > .: ~-f ~ ~ . t4 ~ g .... C'!...: ,::-r.z.. ~ t'doS bOt ~ >0,"'" '"' " 0 :s, ...:.cz-a ... 0\.... I .E ~ ~ ;. ~~-:I: !' N' o ~ "- - - - - eo. a l:t$ - I:l Q.t Ia ~ Q ~ ::: l:t$ - - ,- . , " Ill! ~: , ai, 3: .: ;1::,,, iil! ~I , , I , , , , ..... ..... '" 3 Ul '" .c: H . .. "., . .. WILL AND TESTAMENT NATIONWIDE OFFICE EQUIPMENT CO.. INC, 11, Hcnhbulg, Pa. , r . I I I l I I I , I I , I I HAZEL H. WOLFE of Shiremanstown in the COWlt~' of Cumberland /lllll State of Pennsylv/lnia, being of sound mind, memory and understanding, do make Ilnd publish this my Illst will ana testament, hereby revoking /lnd making \'Did all former wills by me at any time heretofore mude. And first, I direct that my funeral be conducted in manner corresponding with m)' estate and situntion in !ife and that all my just debts and fl/ncml expenses he fully paid and satisfied'lIS snon as eOlll'eniently mal' be after my decease. As to such estate as it hath pleased GOII In intrust me wilh. T (lispnse of the snmc liS follows, viz: I. I hereby direct that my Executors shall be fully authorized to convert all of my assets, real and personal, wheresoever situate, into cash, at ei ther public or pri vate sale, whichever they deem best and after paying all necessary expenses, I hereby make the following bequests"to wit: (a) I bequeath the sum of Three Hundred ($300.00) Dollars to my grandson, Thomas Wolfe. (b) I hereby bequeath the sum of Three Hundred ($300.00) Dollars to my grandson, Ronald Stuart Wolfe. (c) I bequeath the balance of the proceeds remaining to my sons, C. Willis Wolfe and Maurice E. WOlfe, equally, share and share alike. (d) I further direct that in the event that either of my sons should predecease me, the survivor shall receive the entire balance and receive the share of the other. II. I hereby nominate and appoint John J. Krafsig, Jr., Esquire, to serve as the attorney for my estate. '.:"t".'" \ '. EXHIBIT "A" COMMONWEAI...TH OF PENN5YLVANr \\ COUNTY OF ~1~-Jd-"l-f' Y , : 55. : Personally appeared before me, a Notary Public, in and for said Commonwealth and County, C. Willis \~olfe and Maurice E. Wolfe, Co-Executors of the Estate of Hazel H. Wolfe, deceased, the within Petitioners, who being duly sworn according to law, do depose and say that the facts, as set forth in the foregoing Petition are true and correct to the best of their information, knowledge and belief. Sworn --i~? L/ .( / [' _'~' LiJ~t L C. Willis Wolfe /'Ie ~ 0 )li;; /' //tt},- ; r1 <.C' C; _ t t. j~,;.!J2---' / . , Maurice E. \vo}4'e this to and subscribed to CJ~ Y day of February , 1980 J1/L ~/'---r"-.Q.,t-?~o---z- Notary Public ~_ ....... .", '. ...... \. ~: '.. . '. .. . ;:' , ,.',.. '.l'Iy, commJ.ssJ.on expJ.res: 9 ::..;.'/ ~,:? 0i~.~~:~f~'Br~nn!:nlln, Notary .Pil~lic , ',;' -::>,.,," S,h'It!Ylln\!~n:llor.u2h: Cumte.!,nd lAlunly , ',"" ".'" ~~f1lll1,!ion E.p,'" Jan, 7, 1983 . '.' . V " '. Me",~i; .flllnsylvanla Association of NoI,nes ',,:::'~:r,;:~:/~,?/.:_j t I . "" I " ( .......\ ~'u 'nL_ '.. 2 u.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* DATE ckrJ 0.. 'L FILE NO. d I J--Q,-I S COUNTY (~~aJ1,~ DATE OF DEATH-eJ:~1\IV7 &, I q YO COUNTY FILE NO: kJ aU 1.9_ ,- y- tQ,~ ESTATE - s Personal Property + ~b 3.75' Jointly Held PropertylTransfers . ---- Total Gross Estate s I I ... nc l:)O=',/.7 Clear Value of Estate ;;J. / / '7. 0 () S ~,()1\&.t0\>> <}.fY\ ~ TOl81 Approved Deductions Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax s Amount Taxable @ 6% Rate s tax due $~'J,1~'-J ~7~ Amount Taxable @ 15% Rete tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $~~2...~'io .. * * .. .. * A five percent discount totaling $ will be granted if the Inheritanco Tax is paid by less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ . $ $ = s . = . = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is r\ ~ _ '\ BALANCE OF PENNSYLVANIA INHERITANC,E ~~X DUE ,._~ (J.,.,,-')~\I\...~~ (7C Assessed by: M....M -t5 vV'! C\ Agun1J , the Commonwe'Jh ~ Se. Inlo,mo,,,n un Ro..". S,do 6'J1fl :J. R~~~~ 1 (tJ- ,""- __.:".>OI(-..-:;r"-'.' -:....~(~..~.~ -7....1