The URL can be used to link to this page

Home My WebLink About80-00113 S~Z:{". J~~r"', ,i:."',' ~~\h,: ~:2~~'~~>; ", . I ,~'h' ~i(':' it,"" ' ~ ',~-,.. : "''':.' ~';;:f;j':- :,' Ifi,j "~ '\~ ~' a ~ . I I I I i II ; ; ',', '.~ z o ~ !~ ... (:) ',00: i ,. :', ....." . .Q(l 1" 3 .,.1.,- NO. :)1:80 IN :::~~~~~ ~~,~~~~~I~~~,fll("t.~,~,~,~,~,~,~~~~~~~ED. To ......I-k,I.?~,~,,),....,A,:......!:!.'::~':.~,L..,..,..,....,',..,...,' ....."".."........",......,..,..,..".., Rcgistcr of Wills for thc Count)' of Cumberland. in the Commonwealth of Pennsylvania, The Pet i lion of ",I!.o?cf. ':';',,'c...., f.L...!!!, s" .v.~,~f.~~, ,<:,..""""......, ...."....""""..',.. ....".., ....,.., ..-;)....'..'....'....' .,..""....'......"'..",....,......,....',,,. .,..,..", respectfully showe lh thal ,6:.:.~,!~:,~,~,..,..I:...,....,C.l<,J)(.(.,>.,.....,.."........ was a resident of ,(,~,"!.~,b.'I!.tf:.~~,1........,.....................'FR.".....n.lhhiP . Cumberland Counly. State of Pennsyl- oroug ~~~~,~:,' ~~~"~, ,~~~,~~.~,~"~~ a~: i ~~ l~t:~e,~:~d~,:.:~;:..~:~ ,::, ~~" ~,i,~~, ,i,~,~~~ ~~,~~, ,~::, ,~,~,~"~,~,~,~,~,~, ,~~ ,::~?:~:~:::~:::~:::: on ),:r.I'~,',~'~~!,1...'....3'..'.... the ..,,,<.,t..~....................., dllY of ..~Ti!,';l~'y'(.7....'..'....................,.. A, D., 19,~,!;.'", at the agc of .....t....,.. )'cars. , ' 2 That the said ....,~~':,(~::.','f;,..f......,..~,t~r.,'::...,..............,..,...., dcceased. left surviving the following named widow or -husband, hcirs and next to kin. to wit; ''. Residence Relationship ..A,'1ftl:i.I;;::.."...,......,..,......, Set" Name VL...,...," Jl1 t4e..I!,~/'N J.~~;,;,~::::~::::::;j,,~:;,~:::::: ;;r.;:::::::::: .V:,~;,;,:;,:':L, ,0.:..:P.f.':'.:1:.f::l1,::...... ....,.. ~r.i.:!...,~;....,r.::.6....f.!.f.:1....I.~!,0..:....I:(,f u.. u ?~, ,~(... ,1[1&.:.:..., ..~!.k/,!Y.,1...., .............. t J< '7'1 .~f:,~f:.../~~t.!..1!i"..,-?!.:,!h,1!..,,(,~~~!l<~'" , ............................................ ,i!.:1,:1l~~.:..."", ...., ....,..,..,.. .. 1,< ;;~:;;,~:::~::~~:~:;:::::::::::::::::::::::::::::: li;;~:;;,~:~:::::::::::::::::::::::::::::: (~~;;;,;~;I>;;,;L;;::::::::::::::::::::::: ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of the next of kin, so far as known. - ~ The said decedent was possessed of personal property to the estimatcd valuc of $~,~~.............,............. and of Real Estate, less incumbrance. to the estimated value of $/..$:".'::?::...................., as near as can be ascertained. That the said Real Estate in so far as is known is located in l!?,~..../.~,:,!!:.'~.J....:?!.:.......................... .....~.~,~.&;ili,Q,~,':(..........r.;;2............,........................... ...... ............................................................................................ Therefore, your petitioner(s) respcctfully apply(ies) for Letters of Administration in the above named estate. COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND t ss: ..,............!!.{i:~~,~......lc..,....(,~,'f:,~"'!i.~,c..........,..,....".."............,...."......"......,..,....,............,....,..,..",..,..,.., named in the abovc application being duly ....~~~,~,~,~.................,..,I.., according to law. say ~at the facts set forth in the above application are true to the best of ,h~I~"~ kno\\'lem1nd belief.~ ........................,'~~~,!:,~..,....,",..,...... and subscribed 1 ,~..,~"~..,..,..,....,n.Y:..(..,..:..,..,'~..,......,.... I . :tm;,.~~!X2,;::::::!T A D, ~::=~~ I: l.ll 0 v-:W~J(i3.::\Y.I....OI~R~~'i~~~~.... February 20, 1980 Dated ..(.p.~/~~..................,............, A, D,. 19........, Signature and Address of Petitioner{s) Filed: ......................................................................... ~",th.6.:k~mmm "" ../,(f...:~.. ..::.1:...., ,.. ,!f..U!.f:,.'{, ..........,..' ............,. /?~ /v/t 1"9/20' ......(............................................................................... ........................................................................................ "~:'t~I:~~~:':'~,';;.',',',',',',;,~;..,',';~~;;;~',:',',',','.ij,'~.~/p ~7.... ,0"/ It/lIe- ' . (over) .;:) , f(;.r.~. J, t3'l'? 14 . .' .~ .~~ '21-80 " No.,:....,........,................ Renunciation and Request ------- In the Malter of the Estate of ...,..,..,........,..G.~x:fJ.llij,.:n,li:...p.et.er,s,..........,...................,.............,............................ To ........,.....................................,.....,...........,.,..,............................,.....,........................., Esq,. Register for the Probate of Wills and granting Letters of Administration for the County of Cumberland. in the Commonwealth of Pennsylvania, ....I,...... the undersigned. being :s!lcx."one,..o.f.."the..,childr,en,..of.."tt.he..,deeeased""..,.."....,.........., . Geraldine Peters .....................,.............................................................,..............................,...,..........,....,...,.........................,.......................,....' ........,..,....."....,.......,."............."."..,.,.....".,"',.,'........,............,..."..."...""",.,..,...."......".,,..,'.,.."..,...."....,.,...,...,....,..............". ,..... ,.,..."..,........,.,..,..."........,..,..,......,......,..,........,',....,.....,....,.",.,...."."..".,.."..".,........,.......,"",..,......."....""..........,..........., ,.,...................,........,................,.,..,......,........................,...................,................,.....,.,........,..........,...........,...........................,... do hereby renounce ,........,1!!Y................,...,.....,.................... right to have Letters ......9J....Agm.i.r.I;i,~,!;.);',a,!;,;i"QXL...., ,.......................,...,..........,..................,.............., on said Estate issued to ..)))Y.,l?glf......yJ.JgJnJ!1,..JtJ;'.ilJ}.!l.j;.~.j;ter .........,..............,..................,..................,................,.,............... .................................., and do hereby request you to grant the same to ""1J.e1.ma.,Mc1J.ic.ker.T,..my."sister""...,.....,...."....,,..,',..,.....",.......,.......,..........,."....,....,......."....,' '-4.... Witness,. ,.., my,.....hand...." ..,....' ..and seal.. ,.... ....... ..this.,..", .........f:.~......, ...............,...............,..,.,......................... day of ..,.......f,~.b,r,u,aJ:y........................,.....A, D, 19...6,Q Sealed and deli\'ered in presence of ~c:~'/y({~ ........................ ....(..~................................................. Ij,''''/-/}/~{ F.:.JiJI-/'- Mi COnJii,lCb":: "....::,~: cb, 4 1983 _ ..............................1.................................................. ............................................................................... ................................................................................ ......................-......................................................... ........................-....................................................... ................................................................................ c;t;. /J ~. ,.v~.'if~..(L.S.) .,..".,.".".....,."..,....,.,...........".,............,...(L. S.) .......................,....,.,.,...............,............,..(L.S.) ,...,..,."......,........".,....,.............................(L.S.) ....,..."...,.,.,....,.."..,....,.........,..,................(L,S.) .."...,...,..........,.,..,................,.....,........,....(L.S.) .....................,....,....................................,(L,S.) 21.80 No.....,.,..,...,...",......,...., Renunciation and Request --------- Geraldine Peters In the Maller of the Estate of ....,.....,...................,.....,...............,..................,..............................,.............................,....,... , I I \ \ I To .......................................................,...........................................,.................,.....,....... Esq" Register for the Probate of Wills and granting Letters of Administration lor the Cou nty of Cumberland. in the Commonwealth of Pennsylvania, ..1.....,. the undersigned, being lUlK.,one,..of..,t.he....childr.en...o,f'...t.he...de.c.ea.sed"..............,............ Geraldine Peters ....................................................u............................................................................................................................................ .................................................................................................................................................................................................. ...... .......................................................................................................................................................................................... .......n......................................................................................................................................................................................... do hereby renounce ........my............................,.................... right to have Letters .of..,Admitlistl:,at.i{)n..........., .......................................,................................., on said Estate issued to ......m1-se1f."..Walter....L.....P,e.t.e:r:s . .......................................................,.....,..............................,.... ....,......,....................... and do hereby request you to grant the same to ..,...,!!!y.,..~,;!.,~.!;.~.!",...y.~lm~.,J.1,~.Y,:i,p.k~"..........,.,...,.,.,. ,..,.,.,..."..".................,.,.......,',....,....,............... ,ttf.. Witness.. .....I!1Y......hand.........., ....,and seal,.....,.. ...., ..this...., ....... - ........?......................,..................,............,.......~. day of ................f.!ab.J:.Uary.......,............,...A, D, 19.8.Q.. Sealed and delivered in presence of "'H~p..",,\),\l.;;\&w.mmm....m e.....~.~~....(L.S.) 'Walter L. Peters ,.,......."......,.,............."............................(L,S.) ................................................................................ ................... .... ....................................................... .....,.....,.....,............,...............,.................(L. S.) ................................................................................ ..,..,.....,.....,...,...........,..............................(L.S.) ................................................................................ ".............."...,.......,.................................,(L. S.) ................................................................................ ...,.........,....,...............,...........................,,(L.S.) .....................................................................-..-....... ..............................,.................................(L,S.) REV.451 (1.eo) ,COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPEHTY '*' (Instructions on Rcvt.'fsa Side) Estate of Geraldine Peters 4 CCNB Christmas Club 41692 ESTIMATED DEPARTMENT UNIT MARKET VALUATION VALUE VALUE (OFFICIAL USE ONL Y! 54.99 190.41 67.00 80,00 91. 55 105.64 30.00 305.88 531. 22 l25.19 13.52 444 . 13 223.92 900.00 ITEM DESCRIPTION NO. I Refund from Preis Consumer Discount 2 C. H. Willis & Sons (oil refund) 3 Erie Insurance (over-payment) 5 National Life Insurance (refund) Commonwealth National Bank Loan 6 Old Republican Life Insurance (refund) 7 Erie Insurance (refund) 8 Commonwealth of Pennsylvania - Wages due at time of death 9 Commonwealth of Pennsylvania - Vacation Pay Due 10 CCNB - Checking Account 689-748-2 11 York Federal Refund on Loan 12 Internal Revenue Service Refund 1979 l3 Refund on 1980 School Taxes from Sale of real estate 14 Automobile 1968 Ford Mustang Good Condition TOTAL THIS PAGE 3,163,45 .., -'/ REV-4'Z (1-eol COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENTGe ld' ESTATE OF _ ra ~ne SCHEDULE "c" TRANSFERS * Peters INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DI1SCRIPTION ESTIMATfD DI1PT. VALUATION MARKET VALUE (OFFICIAL USE ONL YJ None TOTAL THIS PAGE NI1? QUESTIONS CONCERNING PROPERTV TRANSFERS 1 1. Did decedent, within two years of de~lh, make any transfer of any m~tcrial p~rt of his estate without receiving valuable and adequate considemlion? (Answer "Ves" or "No" 0) No 2. Did decedent, within two years of death, transfer properly from himself( herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) ~ 3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b, Copy of death eerti licate. c. Affidavit by tile attending physician indi eating the state of decedent's health at time of transfer. do All oUler information supporting nontaxability of transfer, 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No".) Nn ao Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Ves" or "No".) n I ~ , b. What was the transferee's age at time of decedent's death? n/ a 5. Did decedent in his/her lifetime malle any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) ~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) n/"il 60 If the answer to five bo above is "Ves," state whether the right was reserved in decedent alone or others, n I" 70 Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) No 8, Did decedent, at any time, transfer property, the bllleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) No 9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the I interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) n a RCV.o\84 EX" 13.80) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Fi I e Number 21-80-0113 Estate Name Geraldine Peters Date of Death 1-21-80 Social Security Number 208 24 0795 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inhe,itance Tax Appraiser In and lor the County 01 Cumberland Pennsylvania, do respectfully report that I have appraised tho real and porsonol properly as reported In the loregolng retum at the values set forth opposite each Item In ,he last column to the right in Schedules "AU, 1181t, "C", and IfE" Dated: Jllnuarv 22. 1981 _--l!l'h-y J,t J-n'f'",".H.I ) INHERITANCE TAX APPRAISER ADJUSTME~TS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE O~LY) Real Property (Schedule A) $ 14,149 36 00+ 92+ Personal Property (Schedul. B) 3,163 5 10+ Jolnt.Held Property (Schedule E) -0- 2lH Transfers (Schedule C) . -0- 30+ TOTAL GROSS ASSETS $17,312 1 ---- Less D.bts and Deductions ' 40- 93- (SCH EOULE F) CLEAR VALUE OF ESTATE ValuatIon of life estates or RATE FACTOR PRINC! PLE VALUE CODE annultl.s,. .. ". , . , , . , , FOR USE OF REGISTER O~L Y Tax on $ CODE COMPUTATION OF TAX $ S S $ S 6" " T a x on S 15!o Tax on $ Tax on $ Tax on S Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ S Less Credits DATE OF PAYME~T AMOUNT PAID DISCOUNT INTEREST TAX CREDIT S + S s = $ + = BALANCE s S S INTEREST FROM BALANCE DU E TO REV,SI8 FO (7-80) .~ ~"'~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Velma M. McVicker 1445 South Third Street Niles, Michigan 49120 RE: Estate of County of File No. Geraldine Peters Cumberland 21-80-0113 Dear Mrs, McVicker: You ore hereby notified that the ori~inal appraisement in the estate of Geraldine Eaters has been filed in the office of the Register of Wills of Cumberland County on January 22 , 19li!.... Soid appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total 14,149.36 3,163.45 -0- -0- 17,312.81 As to such tax that is paid within three months from dote of death, 0 five (5%) percent discount is allowable. As to any tax that remoins 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 dote of death, interest at the rote 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 os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Dote January 22 , 1981 Si gned .-PalM/A"! '1f/J'lldt,l) Title Chief Appraiser NOTE: This is not a bill. ,. REV-457 (1.80) ,cOMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT '* Estate of Geraldine Peters File No, 21-80-0113 County Cumberland Date of Death 1-21-80 In the tvent thet any 'utlll.lnterest In thlslmlel, nansferlod in possession or enjoyment to collnteral heirs of the decedent after the expiration of any lStat. for 11f, or for year., the Commonwealth hereby expressly reserv3S tho right to appraise and assess transfer inherltanC9 taxes at the lawful collateral rate on any such future Inte,est. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 14,149.36 1. TOTAL REAL PROPERTY - SCHEDULE "A" . . 2, TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3, TOTAL TRANSFERS - SCHEDULE "C" , . . . 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" -0- TOTAL REPORTED PROPERTY 17,312.81 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY -0- TOTAL GROSS ASSETS 17,312,81 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. ) P.J1 111-" I'd /'11"1,<;' /1 ~ /l _ 1-22-81 APPRAISER DATE ~ ~ ~ . .... u ..l < CIl z: ILl ILl u: \.l 'tI 0 .... .... .. ... ILl ..... '... ... .. ~ "C '" III P< .:: ::l d ..l .. .c ..... ~ u 1-0 < .... ... Cl - "0 0 " -@ U z: ... z ... - 0 '" '" ~ ::l ~ - .... ... '" U .... N -'l' ~ ~ .... .. 0 g .... 0 0 '-' '" d ~ . ~ 0 ~ l;; IX) 0 III 0 Z ci I III >- !-o ci - .... ILl Z Z N E ~ Eo-< I>l Z :j 0 - ci z l1 I>l ILl == 0 :::> ~ z ~ z ~ 8 0 z - III :l a: 1"1 Q "- . REV-455 EX+ 1:.t.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE /IF" STATEMENT OF DEBTS AND DEDUCTIONS . .-. ---- Estate of Geraldine Peters Date of Death 1/2l/80File No, C? J -d>"O -/ /<., WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: Claimant Claimant's Address Relationship to Decedent_ ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO, lOl 3/20 PP&L Electric 49.44 102 3/20 York Federal Savings Payment on Loan 38.l6 103 3/20 Advance Mortgage Corp. Payments (2) on Mortp;age + int .1l7.l6 10[,. "l/?n 'R..11 ,,1' I""n;" 'I'~1 pnh"np f'h~~~o~ 10 nl 105 3/20 Sunmark Industries Close of Gas CharO'e l4.00 106 4/9 Advance 110rtgage Corp. Uortgage Payment 58.00 107 5/6 Advance 110rtgage Corp. Uortgage Payment 58.00 1Ml 5/6 PPM, Electric 11 58 - 109 5/29 Pomeroy's Payment on Charge l73.94 lln "I?O ill''''-' ~~, P.....,..; ro 11.05 111 5/29 Wormleysburet Refuse trash removal 9.50 ll2 5/29 Horml evs bun: Sewer Sewap.:e 29.70 113 5/29 Advance Mortgage Corp, Mortgage Payment 58.00 ll4 5/29 Sears Payment on Charge Account 38'3.48 ll5 6/18 Advance Mortp.:a2:e CorD, l10rtgage Payment 58.00 116 6/13 PP&L Electric 19.29 ll7 8/11 PP&L Electric 6.89 11 A 0/0 1\... 1 :lnf'P nn t 1"n r.ln"e 2 Or. ll9 9/9 PP&L Electric 7.88 120 9/9 Musselman Funeral Home Funeral Expenses ~,632.l6 Velma McVicker Costs Advanced to Deceased and n nol' " M^U<^l,,,~ A,' . -l) -o~ -~ , . .<~I ~ ",,,,, ~~~ nn rlancke & Lightman Attorney's Fee 836,00 TOTAL THIS PAGE I 6,912.48 I hereby certify that to the best of my knowledge and belief e foregoing is a just and true statement of debts. funeral expenses and expenses of administration submitted to the e a~e as deduc~o,ns ~ Inhe0i'nce. Tax purposes. '/ 107 f)1e-~ / d/15'lrd . SIGNATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONL V DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S 71v" 9, 1 if ./ AT t PERCENT, 0-?:l'1.tj (~, ~~vz~ EGISTE . WILLS ) -;(1-f/ DATC . . IlEV'~~~ r,><, \,,"01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANS'ER INHER:TANCE TAl< RESIDENT DECEDENT -- .. .-_.._- * SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of Geraldine Peters Date of Death 1/21/80 WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: File No, Claimant Relationship to Decedent Claimant's Address DATE NAME OF PAYEE REMARKS AMOUNT 10/9 lO/9 Sammons Communication Syst ms River Ruscue Blazer Consumer Discount Converter & Cable Ambulance Water Purifier Loan 342.54 40.00 373.32 " -' '~ TOTAL THIS PAGE 755.86 I hereby certify that to the best of my knowledge and belie 1e foregoing is a just aZ'd rue statement of debts. funeral expenses and expenses of administration submitted to the stale as dedu~tions or In rilance Tax purposes. \/ l~ In ~'..~ /tJ) o-/F 0 SIGNATURE OF ATTORNEV/FIDUCIARV DATE DEBTS AND DEOUCTIONS ARE ALLOWED IN THE SUM OF S OFFICIAL USE ONLY 1 ~ &r: 31- i AT ? PERCENT, ~ /-;?7-f/ DATt::. " .. GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate, In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker, All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent 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 such 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 which pass by a will or by the Pennsylvania Intestate Laws, c "" 0 () > m > ~ > 0 0 0 CIl 0 Z C'l () c: 0 ~ z ::: z t'" t:l m ;.:: z ::0 9 - 9 t'" '10 Z Z m .., m .., z c.":l 9 9 .., -< CIl m - CIl Z 0 CIl 0 .., ClC ." C 9 ." ::0 ~ ~ 0 ." ..- - ." N 0 - - z () - as > t'" ~ c: CIl m 0 Z -< -<: S; m m ~ > > ::0 ::0 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 decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed, 3. Enter the date on which each debt was incurred and/or paid, 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. - - - - -- - -- -,- -.- -- -.-., ---- -- ---, -- -- --- __, __ _._ U_' _ ~~_ ____ _ __ _ _ _ __ _ _ __ I ..-..... --. -- :: 1t#.REV.1162EX. ~ ' COMMONWEALTH OF PENNSYLVANIA ! 4 NO. Koo 04 79 DEPARTMENT OF REVENUE I: OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX :: I ;II . 'II II = 1If 1/ ~ K _ __ ----... ___ "-_ ~.~.. -- TAX AT 6% TAX AT 15% tj RECEIVED J~ FROM Velma M. McVicker TAXAT_% ADDRESS P.O. Box ~082 Harrisburg, Pa. 17l0S ESTATE TAX '--eSTATE INFORMATibN: J~ -2-1 -198-0 --- DATE OF DEATH ., TOTAL TAX CREDIT 578.66 FILE NUMBER 21-80-113 DATE OF PAYMENT February 10, 19S1 GERALDINE PETERS Cumberland m m LESS DISCOUNT ( .01835) PLUS % INTEREST IFROM lU-;U-80TO~r81 10.62 NAME OF DECEDENT COUNTY 'OSTMARK DATE !MARKS, .PAID Iii FULL" TOTAL AMOUNT PAID 5S9.2S SEAL RECEIVED BY /1,<,--/ ( :..,-._-z-d , ,/ SIGNATURi M_ary C. Lew 8 Register of Wills I REGISTER OF \NILLS ._...~ - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' ESTATE " .' 'J 2; ,./'/'/ ,',.I,j.l_~I'./..d'" ~ / ' ~J ' 'i -'-c.,J "i "f/ - ,':.,.;4.-*/1',/-..;/ {~ ./",1>tt:;.,' DATE COUNTY FILE NO: .;-1' / - ..../i - //J TO: ,,~,', " /l....;,~r.A/.A '111 . I .0 l ~. /( .-/...; ..": , I , / _ -1(./ ~.. I j" / /. . /J_kL//JA4./'--/ ,I t') (/ ;, .. ~_ ..('1 ;.',./;;./ .i , , ,~. ,'-~". FILE NO. ./, 'Co/I .' /1/" ,.'U- //..:J ../ /t'. ~..' ~; COUNTY ./~~<(/I/ t.,l,'~(."'L-&/;'~ /L- ..... .' ,_.( 'j r' ./ " //' " :J /., - ",';, DATE OF OEATH'.~:~{/II..v.,..~'r.:..t _.-t J " /1' 1/ t/ /, / ~j (/1 .. /- (/ Appraised Valua of Estate: Reel Estate s /_;; /./ f ::.; IC + ;-:' //;;.; ,//<, Personal ProperlY ------- + Jointly Held PropertylTransfers sFI .>:/J, // Total Gross Estate Total Approved Deductions , ,j; </ ? 31 , I , .ju} '/ 7 s / '-.:. I Clear Value of Estate ---- less: Approved Charitable Exemptions /. ,/'';''! $ " (.~' - 1" 7 Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate s/,; /1''1' 1/7 tax due s-)"lP (fl &:, tax due Amount Taxable @ 15% Rate I .:. ':r..'>.' \. .. * . . . . A five percent discount totaling will be granted if the Inheritance Tax is paid by TOTAL PENNSYLVANIA INHERITANCE TAX DUE c.-.: >~!. ,Il' ( ..:. ~.~,;;{.,-.../ .:(' J ,: i :~1.; s 51 t &:; 0 - .-' s Less Credits: DATE OF PAYMENT AMOUNT ~ DISCOUNT INTEREST TAX CREDIT s + s s = s + = + = 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 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $:> -; f. r;, (,. (, ~:~~>J 7';, ./:/ \';'.r :: . .~ in" ~,:.tr-':<'-" < /'/:Vj)) .-,/ Assessed by: _.' .-' / l:~//;Jj / V ,';CF' ,r(..J..;.) See Information on Reverse Sido Agenlto,rtM,Com")~J\~~ }.... 1/ Ii //t-.I::.<tt......!,.tI -,-j ~, /1 I~/ is \.;,:.:1" REV.1500 EX" (0.01) JlUREAU OF EXAMINATION p'EI!lNSVLVANIA DEPARTMENT OF REVENUE - P,O, BDX B327 HAROIISBURG. PA 17105 De" e t' Name (Last, Firit, and Middle !nltian I Oa\e of Death INHERITANCE TAX RETURN RESIDENT DECEDENT File Number ~ J. 80-D//3 Oecedent's Address CHECK 1. Original Raturn 0 o-a\-~D 2, Supplemental Return 0 3. Remainder Return 0 BLOCKS 4. Life Estate 0 5, Federal Estate Tax 0 Return Required, 6, Decedent died leslale 0 7, Decedent maintained a living 0 8, Number of ..fe deposit 0 (Attach copy of Will) trust (Attach copy of trusd boxes inventoried All correspondence and confidential tax information should be directed to: APPRO. PRIATE CORRE. SPONDENT Nam t"\. Li State Zi t, 2, 3. 4, 5, RECAPIT, 6, ULATION 7, B, AND 9, TAX 10, ", 12, CALCU. 13, LA TION 14, Recapitulation Real Estate (Schedule Al ( 11 Stocks and 80nds (Schedule BI ( 21 Closely Held Stock/Partnership Interest (Schedule cl ( 31 Mortgages and Notes (Schedule 0) ( 41 Cash & Miscellaneous Personal Property (Schedule EI ( 51 Jointly Owned ProperlY (Schedule Fl ( 6) Transfers (Schedule GI ( 7) Total Grall Assets !total lines 1.7) Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) ( 91 Oebts/Mortgeges/Liens (Schedule n (10) Total Deductions (total IInesg & 101 ~u~~\~ Net Value of Estate (\ine B minus line III Charitable Bequests (Schedule Jl Net Value subject to tax U1ne 12 minus line 131 ( 8) (11) (12) (13) (141 "till 'X, () 0 Compullltion 01 Tax 15, Amount olline 14 taxableat 6% rate (15) (include values lrom Schedule K) 16, Amount olline 14 ta..bleatI5% rate (16) (include values Irom Schedule K) 17. Principalta. due (add tax from line 15 plus tax from line 16) lB. Total Prior payments: (a) Amount Paid (b) Plus Discount (c) Minus Interest (IBl 19, aalance Due (\ine 17 minus line lB) Make Check Payable to: Register 01 Wills. Agent ... PLEASE RECHECK MATH'" x,06- x,15- (171 (19) Under penalties 01 perjury. 1 declere that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true. corr . and complete, Declaration of preparer other than the persona' representative is based on all inlormation of which preparer has any knowledge, () 11 k Ii. ~ ADDRESS ~ I DATE DATE ADDRESS , Y' ~ c ',~ -' c", _.:~ ~:~ ~ :~.-: ...c c,.. ":: -' t.~'-; '" "'-a:,::; c.... ""' lJ(JI 0::(/' :>:: ~~5.f~ 0-' ...,'"' .~3 ""w N a:a: ....(.."1 i:O ,-l U , .> GENERAL INHERITANCE TAX INFORMATION " Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.' In addition to debts incurred by the decedent or estate. other items are claimable including the cost of administration, attorney fees, fiduciary fees. funeral and burial expenses including the cost 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 Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule, A family exemption of 52,000 may be claimed by a spouse of a decedent 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 such 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 which pass by a will or by the Pennsylvania I ntestate Laws, c "" " C"l > t'1 > ~ > 0 0 " en 0 Z C'l C"l c: " .., z s: Z t"" '" '" ;-: z '" > 9 - 9 t"" Z Z '" -l '" -l Z .0 P 9 -l -< en '" - en ~ .- z 0 en 0 -l ";~ ;: 9 'Tl 'Tl '" l..l "- " ~ ~ '-' Q, ~)b. 0 I... 'Tl :.T._ - 'Tl ':'.1".- .,. ~i: 0 - 6.. N -'-4 Z C"l ~...1 - 'JJ'.'~ > > ("-,:.... 0":: Q::t.":> 0 ,'" t"" 8t..; :z ",eo ",4 c: UJUJ 0 ""::> en 0::0:: p:l j-' t'1 u 0 Z -< -< ~ '" t'1 ~ > > '" '" 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 decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed, 3, Enter the date on which each debt was incurred and/or paid, 4. Enter the names of each payee, 5. Provide a brief explanation in the remarks column for each debt claimed. 6, Enter the amount of each debt being claimed, 7. The form must be signed by the person who has assumed the responsibility for paying the debts. lEV. 1547EX (1-82) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P,O, BOX 8327 HARRISBURG. PA 17105 ASSESSMENT CONTROL NO, NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX 101 DATE ESTATE OF PETERS GERALDINE FILE NO, 21 80-0113 DATE OF DEATH 01-21-80 COUNTY CUMBERLANO NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYA8LE TO "REGISTER OF WILLS. AGENT," IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH, A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED, GARY M LIGHTMAN ESQ BOX 1081 BOX 1082 HBG PA 1 n08 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT OUE CUT ALONG THIS LINE ----------------------------------------------------------------------. NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EST ATE OF PETERS GERALDINE FILE NO,21 80-0113 TAX RETURN WAS: (X) ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1. Real Estale (Schedule AI 2, Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule Cl 4. Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Proper tv (Schedule F) 7, Transfers (Schedule GI 8. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10, Debts/Mortgages/Liens (Schedule Il 1 1. Total Deductions 12. Net Value of Estate 13. Charitable Bequests (Schedule Jl 14. Net Value Subject to Tax ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% r~te 17. Principal Tax. Due TAX CREDITS: PAYMENT DATE RECEIPT # 000479 DISCOUNT 1+) INTEREST H 02-10-81 10.01- THIS ASSESSMENT IS BASED ON: 1 SUPPLEMENTAL RETURN NO INTEREST IS DUE IF PAID BY 02-10-81 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS, DATE 06-08-82 ACN 101 ) CHANGED (1) 1 2) ( 3) 1 41 ( 51 1 61 1 7) .00 .00 .00 .00 .00 .00 .00 ( BI .00 1 91 (10) .00 468.00 (Ill (12) (13) 114) 468.00 468.00- .00 9,176.47 1151 116) 9,176.47 .00 550.59 .00 550.59 X.06= X,lS= (17) AMOUNT PAID 589.28 TOTAL TAX CREDIT BALANCE OF TAX DUE 579.27 28.68CR (It Balance Due is less than $1.00 no o..,'ment is required) RET AIN THIS PORTION FOR YOUR RECORDS RECCPD~': REC'~j , '82 ,!II" 17 I~'l" 1~i.,:S~::\~::;'..' :~. ," INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P,S, seclion 24851, If the tax is paid within three (3) months after the decedent's death. a discount of 5'0 of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the lable below. STEP 2 Multiply the balance of tax due by the rate of interest STEP 3 Add the interest to the balance of tax due. Inleresl from 3-03-80 10 5-23-80 Results in: Balance of tax due Rate of interest INTEREST $2,000,00 x ,01335 $ 26,70 Balance of tax due Plus Interest to Date of Payment (+) TOTAL lax and interest to Date of Payment $2,000,00 $ 26,70 ,010 = + .00335 ,01335 2 Monlhs = 20 Oays Rate of interest = $2,026.70 --------------------------------------------------------------------- 1 month ,005 4 months ,020 7 months ,035 1 0 months ,050 2 months ,010 5 months ,025 8 months ,040 11 monlhs ,055 3 months ,015 6 months ,030 9 months ,045 1 2 months ,060 1 day ,00017 11 days .00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00386 4 days ,00068 1 4 days ,00237 24 d.ys ,00403 5 days ,00085 15 days .00250 25 days ,00420 6 days ,00101 1 6 days ,00267 26 days ,00437 7 days ,00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00152 19 days .00318 29 days ,00488 1 0 days ,00169 20 days ,00335 30 days ,00500 --------~------------------------------------------------------------ Any party in interest. including the Commonwealth and the personal representative, not satisfied with the appraisement and assessment may object within sixty (60l days after receipt of this Notice as provided bV Seclion 1001 of Ihe Inheritance and Estale Tax Acl of 1961 (72 P,S, sec, 2485 - 1001). MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX iNSTRUCTION 800K FOR ADDRESS,