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Home My WebLink About80-00120 21-80 - :;fJ No. /PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate af JOHN C, BROWN , deceased. Harold B. McLane, Deputy To nicl.ald C. AneJer3on, Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvania, IS Petitioner(s);:jr~ the execuLclx__ named in the Lost Will and Testament of John C. Brown dated April 22, 1977 Decedent was a citizen of the United States and a resident of Township PPf~'ffJ'r, Cumberland County, Commonwealth Middlesex of Pennsylvania. Decedent died on Hednesday the 17th A. D. 197~, in the County of Cumherland pennsylvania at the age of 69 years. has 1Jd.j v..M / Decedent MeN /rUlI 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 Unestimated and of real estate to the value of None as near as can be ascertained; said real estate situated as follows . . ~1/J'/J'tII Therefore, your petltloner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. a-,-~ '/.-I'..r Dated -e..LLJe" - , 19~ . Vi 1 - l/ Name and address" ?/)'(L/{/I'.r~ m. ,.'4./"_UA_U~ of Petitioner(s) Luella M. Shuman R. D. 8..~,'?7 Carlisle, Pa. 17013 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND ~ ss Luella M. Shuman ;;2;j' r / . ... ,,- o. -'v"l.""I.----., named In above application, being duly - say(s) that the statements set forth in this petition according to law are true to the best of her ~~-d knowledge and belief. ';(: ~, t.ube..... 7"17 ~4~ and subscribed before d.<..c........ ~o me, 'Oc~eL~J:""1- '/.-(....,t 19 :t-'9'- _ ~(\0_ i-~t&_~-ry; to. '- D~puty ;';0/0 f'l,,,I,Q, J C. AIIJ"" "'UII, Register Filed; O1t-(-"tJ -/~ <9 Attorney: - Henry L. Stuart rPfJ ~ebruary 22, 1980 //-,-/-'/ ...:. . ~' .... . LAST WILL AN [) Tt:STANENT I, JOHN C. BROWN, of l'1iddlesex'lbwnship, Cumberland County, Pennsylvania, being of sound mind; memory and understanding, do make, publish and declare this <1S <lOci for my last will and testament, hereby revoking and mc:king void all fonner wills and codicils by me at any time heretofore made. FIRST. I direct that my body be decently interred and my s~id burial to be in accordance with my estate and station in life, and direct that my Executrix erect a suitable monument upon my grave, if not already done. SECOND. I give, devise and bequeath all of my estate, real, personal and mixed, equally to my beloved nieces, nephew and friend, namely, to wit: Susan Hutchko, Doris Bates, John C. Poploskie and Luella M. Shuman, share and share alike, THIRD. I hereby nominate and appoint Luella M. Shuman, the Executrix, of this my last will and testament and request and direct that no bond or other security 0 f any kind be required of her, in any jurisdiction in which she may act, and I direct that Henry L, Stuart, Esqufue, be retained as Attorney in the settlement of my estate due to his familiarity and knowledge of my affairs and business. IN \HTNESS WHEREOF, \ /}.2- ~day of ~ \ \ I have hereunto set my hand and seal this , 1977. "JIi~ /}3h ,4.:> . '6-(/../-71. (SEAL) Signed, sealed, published and declared by the above named Testator, John C. Brown, as and for his last will and testament, in the presence of us, Io]ho, a this reques t and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. , f l' , -7 I _ . . #"V':J .(." ~"..,-c- 1-,-'/ 1 IJ' ... 1\ l~ M It ..',,7'(7 < Lt!.-L<,ct'h 4,;:;3 .' ' OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I S8: COUNTY OF CUMBERLAND \ . ''/. (,J!- )l(,"'~. ~ ThIs....... .......... ......................................,................ day of ......." ............ ..OJ:'.t:'DEer..... ...... .............. A.D.. 19.:7,gc... Harold B. McLane,deputy before me R:.L..d 11 :...d...,un. Register for the Probate of Wills and b'Tanting leUers of Administration in and for said County of Cumberland. in the Commonwealth of Pennsylvania, personally came .............. " Karen E. Faircloth and Henry L. Stuart ..................................,.................................................................................,........................................................... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ......~.~~~~...~.:...~?:.~~~................................................................ Dated Ap.r..u...~.?....ln.?........ lateof.....~.~.~~.~.~~~.~..I.?~~.~.~.~.?............................................................. Cumberland County Pa.. deceased . sworn, they were who beIng duly........................................... accordIng to law, depose and say. that ........................................ John C. Brown present. and saw and heard the testa~.??:........................... sign. seal. publish, pronounce and declare the said instrument of writing as and for h.:hl'!........... Testament and Last Will, and at the time of so doing ...........h~..................................was of sound and disposing mind memory and understanding. to the best of ....:~~.~~...............................knowledge, observation and belief. .............~~.??:~....................... and subscribed before , ,;/ ('; ,-./, ~~. 7:., '%" / , "..",' ,'I.,~ ..........,...,r.................(..........w........~............................ ..............:../.....!:.~:'J;,d<<;.~.:...~....................... ~l~t~\~~.. 4Gv~............~.7.~~.~y HlOk . ~"u~~L...v~'t~f~~r ........,......................................................................... AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f Luella M. Shuman . ...............~..;;;;;:;;:;.......................................... .............................. ..................................................beIng duly .........................~.~.................. says that as nearly as can be ascertained the said decedent .......................... .................... -........ J.~ Jm.... ~.:... J}!. ~!-m........................................................................... ............................. .died on Wednesday 17th, October 79 ................................................ the ................................day of ..................................................... A.D.. 19......., at or about 7J.;i:?~..:...................... o'clock. .~.M. ~r.1' '1-~...1../ ....................................................and sub.scEibed this ..7" e..c'~ '2-( ,(.,,1-- "()cLuber" ................................................ day of ........................ 'IN 19. ...1a:. before ~...~L&"......?ll.~....L~............ \.~.t;g..Yv1..,b$.<iv~.......?~.~~:.~... R:...t..u J. B. .\..Jm D;~:.Register .1$/1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND 88: Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for Luella M. Shuman the County of Cumberland, personally came ..................................................................................................... ~. . (;../.'~"\..~ . rn es Executrix who, bemg duly............................. do .......... depose and say that as................................................................ of the last Will and Testament of ............Johu...CAo.Bl:ow.n...............................................................deceased .......s.he........... 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 -S~"~ . Inheritances. ............................ and subscribed . before me. '#~ '1..-(,~ ~.o ~. ....... ....................................~:::!....... A. D., 19.~.... . ~ ~ ~J .... .... .. . . ~...\H9:..<<.t.w.~..............?.:~~~y Riduml.l!:. Riloloon, Register ...~LeM.....2n.:...45!!.Mf<(~............ .................................................................................. '''; d :c.> :en co: :<1l '" :~ ......f :c.> ~Q LL N 00 0 ~~ * N: N~ --' 0: ..>: 0 0 1>:: 0 >i N lIli 0 \.<: ('.! ..... --' III m: I - ~.. .. ~ :1: 0 - ui .: \.<: 00 S z: u: .Q: r .5 8' Q): ..... :1:: liIi r..: 0 N 0: 't:l >'), c.> 00 ,g 't:l l'l: . ... ltl: - 0 '<t: C"4 .B u 1: *. .s c.> ." 0 't:l PJl c.> en - Z r:il ~ .~ os p.. ~ DECREE February S'l, Be it remembered that on the ..........?~~.c;1:..... day of ...........P~.~.~.~:.':'.~...................., A. D., 19 ~.., there was probated and recorded the last Will and Testament of .....J.Q.h!1...C......~);'.I?\'!!).........................................., late of ...M~R9.l~.~.~~...r.R~~))..i:P................................, Cumberland County, Pennsylvania, Deceased. Letters ............. ...:!'.~~.~.~~.7.~~~E!............ were granted to .:r::'!:.~~~...~.:...~~.~~::...................................................... Witness my hand and official seal the day and year aforesaid. ~~~..Jil<;.~.~......?~.~~~.y.. ' . 18.1'8 i ^Rth:r-"'I'o"', Register. . , 4.;--:5 ... . . .. REV-449 EX.. (3.80) COMMONWEAL TH OF PENNSY L V"NIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE To\X RESIDENT DECEDENT . AFFIDAVIT OF FIDUCIARY (In.true';on. on R.v.... Sid.) Estote 01 ~hn _~~ _ ~row~__ Lost Address R,---D_. #8 Carlisle 17013 Dote 01 Death October 17, 1979 Social Security No. 178-05-6921 Bureau File No. 21-80-120 Pa, (CITY, ISTA TEl (ZIP) County File No. 1. Decedent died: ( ) Intestate (without a will) ( X) Testole (leaving a last will--capy attached) 2. Is the Iiling of a Federal Estole Tax Return required lor this estote? Yes_ No x 3. (x ) Execu lor/Executrix ( ) Administrator/Administratrix Name Luella M. Shuman Address R. D. ffr8, Box 389 Carlisle Pa. 17013 ICITY) (STATE) (ZIP) 4. All correspondence should be mai led to ( JQ Attorney Fiduciary. 5. If on attorney is representing the estate, indicate: Nome Henry L. Stuart Address 3 South Hanover Street --C"T'li<:lp (CITYI Pj:I (ST III TEl 1 7011 (ZIP) List all safe deposit boxes registered in the decedent's individual namehor jointly with, or as an agent or deputy 01 another, or in decedent's individual name with right 01 access by anot er as agent or deputy. Include the nome and address 01 the bank or ather institution where the sole deposit box is located, the nome (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAiNTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT None Under penDlties 01 perjury, I declare that I hove eXDmined this return, including accompanying schedules and statements, and to the best 01 my knowledge and beliel it is true, correct and complete. r#~ tn. )LLM'___"/ SIGNATURE OF FIDUCIARY ill Sept. It: 1980 DATE PENNSY'_VANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 plOvides lhatlhe folloliilig persons shall prepare and file a return: a. The personal representative of the estate of the decedent as 10 properly of the decedent administered by him and such additional property which is or may be subject 10 Inheritance Ta,( of whiel! hr:/she shall hove or acquire knowledge; b. The transferee of properly upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate retufllneed be made by the tlansferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Regisler of Wills of the county wherein the decedent resided. 3. TIME FO R FILlN G The return is due nine months after the decedent's death, unless an extension ior filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. 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." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. I F TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the toX. 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shal/, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. INSTRUCTIONS FOR COMPLETING SCHEDULE "A" Schedule "A" should include a detailed description of 011 reol property located in Pennsylvania and held solely by the decedent or held jointly with another individual (s) as tenants in cammon. List the decedent's percentage 01 ownership and the estimated market value of the decedent's interest. (Property held as joint tenants with the right 01 survivorship or tenants by entireties should be reported an Schedule "E".) All real e~tate located in Pennsylvania should be described by lot and block number, street address, number 01 acres and general description of land and buil dings, Also, include the book and page number in which the deed is recorded and the exact title as indicated on the deed. If the property has been sold, attach 0 copy 01 the settlement sheet. If the property is subject to a mortgage encumbrance, include the name 01 the mortgagee, date, rote 01 interest and the outstanding balance on the date of death and attach a statement Irom the mortgagor verilying the outstanding balance. Property taxes and interest on mortgages as at the date 01 death, assessments and other encumbrances should be listed on Schedule "F". Do not deduct them on Schedule "A", ----...... -..- . REV-4~H EX+ (3-S0) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* (lnsrructions on Reverse Side) Estale of John C. Brown ITEM NO. DESCRIPTION UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL Y) 1 Received from Black Lung Cl.aim 1tl78-0S-69 1, $13 ,640.00 TOTAL THIS PAGE 1.3 G 'fe. ()() '/ ~ REV.,uzu-aOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT J I C ESTATE OF _ o.ln. SCHEDULE "C" TRANSFERS *.f!, 11 ' ^ Brown INSTRUCTIONS: I. 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 whomlransferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating 10 the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT, VALUATION MARKET VALUE (OFFICIAL USE ONL Yl None TOTAL THIS PAGE 0.00 QUESTIONS CONCERNING PROPERTV TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) No 2. Did decedent, within two years of death, transfer property from himsel f/ hersel f to himsel !/hersel f and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) .lliL- 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 certificate, c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer, d. All other 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 "Yes" or "No",) Nn a, Was there any possibility lhat the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) -- b, What was the transferee's age at time of decedent's death? 5, Did decedent in his/her lifetime make 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" ,) No b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No",) No 6, If the answer to five b, above is "Ves," state whether the right was reserved in decedent alone or others, 7, 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 beneficial 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 interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) INSTRUCTIONS FOR SHCEDULE "D" 1. LiSI full names and addresses of all who have an interest in lhe estate either vesled, contingent or other inlerest, 2. Indicate the beneficiary's relationship to the decedent. Specify if stepchildren or iIIegitimale children are involved. 3, Indicate "Yes" or "No" if lhe beneficiary survived the decedenl. 4. Indicate the date of birth of the beneficiary if lhe inlerest is a life interest, lerm certain interest or a future interest. 5. Indicale the interest of the beneficiary in the decedent's estale. For example: Specific bequests of a diamond ring. savings bonds or cash of $5,OPO; bequest of 25% of residue; remainder interest; etc. 6. At the bottom of Schedule "0" state those beneficiaries who are not living allhe time the relurn is being filed and include date of dealh, .... _r" '" , .-, ~. ;; ., {,~ ~',l~_\~':~~'IJ REN" ("'0) ,.1 J--- g (I -Ii /..U l COMMoNWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE tW'! .,:: ... DANK NO. ,.~ ,,-' DATE FILEO NOTICE OF DECEDENT ACCOUNT STATUS April 9, 1980 Submit in triplicate within 10 days alter knowledge 01 the death. STATUS OF ACCOUNT NOI (JOINT, TRUST, OR INVESTMENTI Joint CheckiM Acct. i:'710-9~30-il ESTABLISHED DATE April, 1972 NAMES ON ACCOUNT SOCiAL. SECURITY NUMBER(SI RETURN COMPLETED FORMS TO LOCAL COUNTY INHERITANCE TAX OFFICE John e. Bro;m I,uc11a >,!, Shur.:aD 175-05-6921 NAME SURVIVING DEPOSITOR Beneficia, INFORMATION RELATIONSHIP TO OECEDENT Unlr..Ilown DECEDENT INFORMATION " ),1. Shwnan NAME John e, llrmm DATE OF DEATH 10/17/79 AOOR ESS R. 11, /'8 Unknown CITY Carlisle, ?A COUNTY Cureb. ZIP COOE 17013 Lei. 5 BANK/INSTITUTION ADDRESS eellD BWlk, n.A. 331 Bridee Street lIev Cumberland, FA 17CljO BALANCE OF ACCOUNT AT 000 INTEREST ACCRUED AND COLLECTIBLE AT DOD TOTAL s s s 1.631,. b BANK AUTHORIZATION I HEREBY CERTIFY THAT THE INFOflr,tATlON CONTAINED HEREIN 15 A CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN A.CCORD WITH SECTION 742 PI 6: E TAX ACT OF '9Ot. Sf:NA;UR~. OF. FINANC'~~R 1.. .:l. .;tephe~U~p'/ DATE April 9. " ',...,) ,........ --, (! :.~ '.~ _ J . _c,. M"'"',' ,/ '\:' .!:. ' " , ( ~: . ,-'.. "7..~ '::".l~ _ fl' ~ :1J:. ... 1~ '., ':. '.,: ,\ . 'I ~ ,,~"4~" ~ !if.'.t t ~:. ,.,' , ; " ~'&"'.!-:..~ , . ":':': .... , ~\ .... . ---- SECTION 742 OF THE INHERITANCE AND ESTATE TAX ACT OF 1961. "When money is deposited or invested in a financial institution located in Pennsylvania in the names of two or more persons other than husband and wife or in the name of a person or persons in trust for another or others and one of the parties to the deposit or Investment shall die, it shall be the duty 01 the Ilnanclalinstitution within ten (ID) days alter knowledge 01 the death to notily the Department of Revenue thereof giving the name 01 the deceased pelson, the date of the creation of the joint or trust deposit or investment, the amount invested or on deposit at the date 01 death with the Ilnanciallnstltutlon and tho nome and address 01 the survivor or survisors to the account. No notification shall be required in regard to such account when the deposit at the time 01 deoth does not exceed threo hundred dollars ($300)." (Emphasis i. added). ....' , A report is required on: I) Joint Savings Accounts 21 Joint Checking Accounts 3) TN.t Accounts 4) Joint investment accounls, slJch as certificates of deposits, sharo accounts, and so forth. 5) Account. h.ld by hu.bond ond wile ond third partios. No roport is required on: 1) Husbond and ...ile accounts. 2) Joint accounts with a balance under $llO,DD 3) Accounts held by the decedent indlvlduolly ',", ~ .,J., .(, .... , .. _;~ __T__~_-~ , 'f' .J (~ ',' .' r , 'i.':'~~" '~.:-,~ ,.f;'1, .,..... " ...!. ,( i . ) ..."JI})~t... ,. '~.~. "( '. " .'J." f',ft..1- .. ~. 'r .'. < ',':' .".. . \\ -,' t, -, REV~'4 EX+ (3.eO) COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT '* SCHEDULE "E" JOINTL V OWNED PROPERTY (Instructions on Reverse Side) Eslate of John C. Brown TOTAL PE VALUE OF DEPARTMENT ITEM DESCRIPTION MARKET , DECEDENT'S VALUATION NO. VALUE INTEREST (OffIcial Use Only) N T l. Checking Acc't CCNB Acc't No. 710-9230-8 in name of decedent and Luella M. Shuman (not related to / decedent) $1,684.56 1,681'.56 50% 842.281' TOTAL THIS PAGE 842.28 1''1-.2.. J..? ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal. owned by the decedent joinll'l wilh another party or parlies as joinllenants wilh righl of survivorship. BOlh tangible and intangible property are to be included. LiSI teal estale firSl, 1, Describe all real properlY as indicated in the instruclions for Schedule "A", Describe all personal property as indicaled in the instructions for Schedule "B". Include the name, address and relalionship to lhe decedent of the co.owner (s) and lhe dale the joint ownership was eSlablished, 2, Indicale the total markel value of the jointlv owned property. 3, Indicate lhe percentage of lhe decedent's interesl. 4, Indicate the markel value of lhe decedent's interest. C "0 0 n ;;- Vi ;;- ::;; z :>- 0 c 0 v - Cl n c:: 0 -l Z ,.. Z t'" r.1 r.1 ;;- 0 - 9 t'" ~ Z ;;l Z z Z r.1 ...., r.1 ...., 9 9 -l -< <Jl r.1 - <Jl Z ~ <Jl 0 -l ~ ." 9 ." ;c ~ I ~ 0 , 'Tj i 0 'Tj i z ;::; :;: t"' c: <Jl m 0 Z -< -< ~ ~ m m >- >- ;::l ;::l ~ , ',;' " ':, ",' REV0484 liX. (3.801 INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0120 File Number Estate Name BRQWN, John C. Date af Death 10/17/79 Social Securi ty Number 178-05-6921 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Curnboar1and Pennsylvania, do respectfully report that I have appraised the reol and per.anal property a. reported in the foregoing retum at the values set forth opposite each item in the last column to the right in Schedules "AU, "B", "e", and "Ell Doted,October 23. 1980 4/'/1-1/,7,. ,;fP/~jJ/J ,,/) INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ONLV) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Transfer. (Schedule C) None 00+ $ 13.640 00 10+ 842 28 20+ TOTAL GROSS ASSETS None 30+ 14,482 28 ------- Less D.bt~ and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 40- Valuation of life utates or annultle.. . . . . . . . . . . . . . PRINCIPLE CODE VALUE RATE FACTOR FOR USE OF REGISTER ONL Y Tax on $ CODE COMPUTATION OF TAX $ S $ $ $ 6% Tax on S 15':0 Tax on S Tax on $ Tax on S Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE $ S $ TO Loss Credits DATE OF PAYMENT AMOUNT PAID INTEREST FROM BALANCE DUE DISCOUNT INTEREST + S S = + = BALANCE S TO S S $ TAX CREDIT S 92+ 93- REV.SIB FO (7.80) ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT October 23, 1980 Luella M. Shuman R.D. 8, Box 389 Carlisle, PA 17013 RE: Estate of County of File No. John C. Brown Cumberland 21-80-0120 Dear Mrs. Shuman: You ate hereby nolifi ed that the original appraisement in the estate 01 John C. Brown has been filed in the office of the Register of Wills of ClImhprl ~nrl County on October 23 , 19 ~. Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total None 13,640.00 842.28 None $14.482.28 As 10 such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As 10 any tax that remains unpaid after nine (9) months (filteen 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 01 death, interest at the rate 01 six (6%) percent per annum is charged. Any porly in interest who is aggrieved by this notice may obiect therelo within sixty days after teceipt of said notice os provided by Section 1001 01 the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date October 23, 1980 Si gned 1"' , "') .-f/'f!., "/.J / -IF/,. Ii .J . .I Title Chief A1}praiRer NOTE: This is not a bill, :UVO 08/EZ/OT UJSIVUddV (tH''1,lj!l.r '/H/!r 'SII'M )0 Ja1S!60lj 041 41!M Aep S!41 pal!l uooq se4 pue Mel e!U~^IASUUOd 41!M Al!WJOjUO~ U! ap~w S! IUaWas!~Jdu~ O^oq~ alll1~lll ^l!lJa~ AqaJa4 op I NOI1.'lf1n::n'lfO A1.InNNV l:l0 31.'lf1.S3 3:l1l 8Z'Z8'7''71 S1.3SSV SSOlm 1V 1.01. auoN A1.l:l3dOHda31.l:l0d3l:lNn1V1.01. H1.1V3MNOli\lli\lOO 3H1. AS 03SIVl:lddV 1.nS Nl:ln1.3H NI a3amONI1.0N A1.H3dOl:ld 8Z' ZS'7' '7T A1.l:l3dOl:ld a31.l:l0d3l:lW 1.01. 8Z'Z'78 auoN ..3.. 31na3HOS - A1kl3dOkld a3NMO A 'lNIOr '....10.1 '1> , . . . ..0.. 31na3HOS - Skl3dSN...k1.1 '....101 'f; ..8.. 3,na3HOS - A.Lkl3dOkld 'ltNOSkl3d '....10.1 'Z; . . ....... 31na3HOS - A1H3dOkld 'lt3H '....10.1 'L auoN 00'0'79'(1 3nW^ C3SIVHddV S.1.N3Ii\11.l:lVd3C 31.'lf1.S3 3H1. AS C31.l:l0d3l:l A1.l:l3dOHd 'ISOJB1UI8Jnln'4::1ns AUEJ UO 1l8J 18J818110::l1"JM81 aql U saX81 ~U81!JB4UI J8,SUBJI S:~8 pUB BS!UJddu OllllBIJ Glll SDftJBSBJ AluaJdX8 Aqr,uoq ql18BMuDWWDO 041 'SJve^ JD, JO om JO'818lS8 Aus ,,0 UOlleJldx8 B41 JBHIiI1U8p8::1&p oql ,0 SJI04 leJolCIIO::l OllUBwAofua JD UO!lsassod UI pOJJO}SU8J" I! .IUlIO 5141 U! lSeJQ1Uj 8JRln, AUB IB4'IU8^8 Oln ul 6L/LT/OT 4leaa jO alea puaT~aqmnO AlunoO OZTO-OS-TZ 'ON al!:l '0 uqor 'MOal! jO alelS3 * 1.N31i\13SIVHdd'lf XV1. 30N'lf1.IH3HNI , J.N30303C1 J.N3C1IS31l ',c' XlfJ. 30N'o'J.lIl3HNI1l3~SNlfllJ. 3nN3^31l ~O J.N3WJ.lllfd3C1 'o'IN'o'^'ASNN3d ~O HJ.1'o'3MNOWWOO (OS"t) LStr"^3l! l'"l .-< 0 ..... ~ .-< ~ ~ i>:: <: ~ z ~ ~ ..: . 0 :>- :>- p., ~ 'tl .-< ~ <Xl . '" '" <Xl QJ III ::> . "" .-< .-< u 11l '" ..:i . oM QJ <: ~ '" .-< ~ - '" u z 0 III .-< - 0 ..., ~ u u .-< ... ~ ... ~ - 0 ~ 0 ~ ~ ~ Eo- 0 '" 0 z 0 '" :>- 0 - ~ '" .... Z f-o ~ f-o ~ Z Z ..:i 0 - 0 E:S i>:: Z ~ ~ ..:i Z ::;: Z Q ;::> U t.:l ~ - ~ '" ~ 8 0 <: z ~ - ~ Q "" ,.J -... .---.. ------ TAX AT 6% .')'~ TAX AT 15% 1la M. Sh\1llU TAXAT_% . , 3 8.BaftoVea: street . ESTATE TAX (,. .,Culla1e, ... 17013 TOTAL TAX CREDIT 1,381.44, .....,-,'. . . ';;;;:'ESTATETNf:(jRMATicjN:--~-:--17;-Ti7i--------- i';';J>A TE OF DEATH ' ~.?{ ~;0;' . .' ~i~1'FiI.E NGMBER ',' i:;(j;'<::-f';/'....~~: '._ . !/,~..,': '.':' ::... \ <, . .'- ',- , ,"'-DATE OF PA VMENT ~f)}:~.,f;':'/~_>J . ',' t'~~~~.oF D~CEDENT (:';.:,::' <CciUNTY ~;:.:-._~~;.,;'----------~-------------------------- ;WposjMARKDATE ci?ie'MARi<ii: ..AJD I!I J'ULL. J:t;;._;:.':,::" 21-80-120 ~r 30, 1980 ( .ol"ib~ISCOUNT PLUS % INTERESI (FROM 7-17-8o,.o.!!::...r80 24.18 m m o1ORII C. BJI010I C\lllbedand ,1,405.12 TOTAL AMOUNT PAID SEAl" RECEIVED BY . e' ,-,,-:I " " 'J I ' " ' " . / I k{//~ '~.<:;u.--id ,,',. 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UO!ldwaxa Al!we! a4l 'Iuapa~ap a41 se PIOljasnolj awes a41'10 SJaqwaw aJe 04M sluaJed JO luaJed e Aq paul!e 0" aq ueo UO!ldwaxa a41 'Pl!ljO JO asnods 40ns ou S! aJaljllUa^a aljl ul 'UO!ldwaxa a41 w!elO ue~Ploljasn04 awes a41 !O Jaqwaw e S! 04M luapaoap a41 !O Pl!4o Aue ua41 's146p Ja4/S!lj pal!apO! selj asnods a41 !! JO 'asnods ou S! aJa41 H 'e!ue^IAsuuad U! paI!O!WOP pa!p 04M luapaoap e 10 asnods e Aq paw!elO aq Aew OOO'ZS !O UO!ldwaxa Al!we! 'If , 'alnpaljos ~!4l 01 paljoeue aq Pln04s paW!EIO 6u!aq slqap aljl JO! AI!l!qe!1 s,alElsa aljl JO s,luapaoap a4llJoddns 01 aouap!^3 'pam S! uJnlaH xel aouel\Jaljul aljl WOljM 4l!M SU!M!O JalS!6al:l a4l!0 le^oJdde aljl Olloa!qns aJe alelsa ue lSU!e6p paw!el~ 6u!aq slqap Ii'lf 'Ja)jJew a^eJ6 Jo'auoIsqwOl 'IOllepnq e !O lSOO alj16uipnlOU! sasuadxa lepnq pue leJaunj 'saa~ AJe!onp!! 'saal AauJOue 'UO!leJ1S!U!Wpe!0 lSOO a4l6u!pnIOU! alqew!elo aJe Swal! Ja4l0 'alelsa JO luapa~ap a41 Aq paJJnoU! slqap 01 UO!l!ppe ul 'alelsa a\qexel Jalj/silj lSU!e6e alq!lonpap aJe ljleap Jalj/silj 01 Jopd luapaoap aljl Aq paJJnou! sa!l!1!qe!1 pa!!S!lesun NOI.L'lfIfoJl:lO:lNI X'lfl3:lN'lflI1:l3HN\ W1:l3N3~ :.~. :, ~i~~~~~~2~(:-~~~~\-:/:~~',-\:7~ ~',~ _.-~- COMM()NWEAL Tit OFPENNSYLVANIA ~i:fEi>A.~tMENT.OF, REVENUE ~~~~~~J;A,,~,.~~,"~lCAMINATlDN ~h1'~::f':'~:i;~.'":::~,~ -.:. .\ .' ','. . . --~- .....-.~... ,. ~-_."..._-------~-_.." .....- ....-:-:..,.-...,~~~..~~ .,.~"",-:-,.,,~~..,=-,,,",-.._._..,.., ~. - , ----------- --------_.- OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT ."" " " ',: .. . . . . $ DATE a~ _:s(~ I ~ rf):;~~~~ ::\r~~:~;~~~ COUNTY ti~, \L~ 1 ~~.. ,.:-'~:'~~ DATE OF DEATH ~ J. l f( ( q. ?7:,f!'ft~ , -".~'\;'f Ia.. o. 'I ~~D9, $ ,!~09\ t: () {:, 0 tax due " . ~.. .\~! .",.t .<j.l~ : ::.~!~; '-. -..~.~ ,';,':~,' '., .;~ . ',,-~-~ ',~,'~ .,)J . .-'1' "','ilI './;.1 .j...' . "::.'f~ . ',1,':!' ',:).-~::,~ +) iJ..t.fn ,n n YY-a ..;) y $ I~ qr:;. .;l, Y .s Ol '7~ 6 r , t .;? 0.9. c, 0 + $ " $ . /~J:'I if-t.. " , tex due -"-, / "" \J........ TOTAL PENNSYLVI\NIA INH, ERITANCE~ DUE l. "<:Nr ?-/7.f-O L-o II-/-(f() / * * * * * * ,A five percent d~Q' '.?o-Pa;QgJ · granted, ,if the Inheritance Ta.. 'is paid: by . '. . AMOUNT PAID' DiSCOUNT INTEREST ' TAX CREDIT , ,; $ I.3F)~1/1 + $ $ alf I Y" $ ) 4N;.'~ + '" ....-, + = / ,,. ";(.:.- . . ~ , '0 accrues ',at the rate of si. (6) percent per annum 'unpaid balanca of" Inherita;,ce Tax from of' payment" interest due If paid by I. BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ~:;'-';;'>,;:, l.iB~~ii /,.;" , ~/ AI..,ead by: See InfOf'm.llon on Rtvtrll Sid. Age REGISTER OF WILLS -",,"../. .,:'1~iil; .,-...., :'<,;...... ,.~~i~,'~.:r.,',L,'",~,".,~i,:':~':;"" INFORMATION , ' ..~' ':. 1i:J~;j-;".:.,.,.;.,.. -. .~" .~. -" .. ".~ " ~ - __.00_ ""." M ..... .,... '., . . ':;'.i,:,~",.,:,~,:,.,i,:,! ~ .I::;~,:;S:":'~'T"( ~,~n~h~ c~eck or,money ordor. " r . ~ :~r~m/~~~,~;~\''''~;':'':''~;''':''-''':' ",., '.-. ,. .y,.i! :A.:t~{~.:;,~ii..:;.i."-:.., ':' ,This; assessment is made In accordance with Section 708 of'the IfJherltance and Estate, Tax'- A'~ of -" .'":\ ,',-,i'...-:;:-",,""'~)':' ',. .-' ,- . :1'-"'-';'.+"1981'(72P,S,' ~ 2485.708). ~ff:[4~~rt~',,;)~,:,~,:~:::,\,,:,: ,." ,,' _. ',,: .' '. . .'. :,5itr''''".,',:'''To':the extentthetlnherltBncB tBX Is paid within thrBB (3) months Biter the dBath 01 tha dacadant, 'a, 3iii:;~i.c"'dlacolJnt oi flva (5) percant IB aUowBd (72 P,S, ~ 2485.716). .', (<i~~i/:;Ii~:':~'-:.'::'_~'.",...,-:~';' . ,",:" " " "'.-' ..' :.1'-'\' f:~\&i'!i~::, <,.' ')~herltance TBx, other thBn I,BX on B luture Interast, Is dUB Bt the dBte 01 the decedent's dBath Bnd becomes ,,'.,.", '" /\";:'" """",dBllriquerit 'at"tha axplratlen 01 nlnB (9) months altar the decedent's dBeth (72 P,S, ~ 2485.711), Inharltance.' fi;(i?,;~":'::TBXj or. atlut,udral IndIa II rest iSt ptahyablBltWit(h712n pthsre:2(34)85m07n1t2h)s CBltler.tht eltrtBnSlatrl tBk.Sthe"d.cl~ In possdeSSiO"h and ,., ",'c ,..',',.""...:,..,.:',.".',:.'.',",'.~.,::',,..",,',.',;,,':.,:,. ',' ):,,:,,~.:..'en oymen In B B nquen BreB 'Br, ,. . . . B cu Ben eres rom e e .nquent Bta s, own ~.'i;\j,~'/J.'t:-.~::.,.on<the face of this form to thG dat6 of actual payment using the followi~g interest taople: .' <~8i,;~~,:.':,:':.;',~'::,:.., "'--, .' ' . "";':/~~l .~i~!:\t;~7.-~----------- - --------- --- ~--- --------- - - --- - ---~-----~~ -~ -;- ~ - ~;~ :~:, ,:,~''';~r{~~ ' i\2'f,fr'iionth ',' ;005 4 months' , .020" 7 months .035 10 morith. .. ':050'" ;:""!Y':f:~ ,",~~_:-1;';";~,", ,:' ,'. ." , .' , :..:'<<:'";;_"( ~,!'.~.mo,!'tr~', ,010 6 months ,025 8 months ,040 11 months,.c,.95.5,i,:'.>i:i~;;';:' ">>,'>~..,,,o,DWN' ',,016 6months.030 9 months ,045 12 months , .060",'?':,;.'D1l ~~t!~~1jN,,:;;: '. ., ", '.'.,,' .,.,,";~l~ . "".,1.,dBYS.., ,,00017 ,11 days, ,00186 21 dBYB. .. ,00352.,. ",."""f;l, t~~~f~..I,)!.~:~':.;'::'( ;00034 12' days- .00203 '22 :d~vs .':: i :~OO3~~";;'.:."~:~-:~(~~~~~i ~ .. '..3~ByB; i';, :!JOO61 13 days ,00220 23 dBYs:, ,.o03B6,'.""':1i~ g ~Jg1~~;i~":E~~ : i ::~: :~~~r '~: ~:::~:.':.:';::E~,;::',-"\~~fr '% ~'\1:P,dBY8:,::' .:,-..00118 17 days ,00284'.} 27 dBYs ,00454' ,.,):,,,,'.;, WRt8:dt,.'s'ii~;i::,;00136 '.., ..18 days ,00301 28 dBys:00471 ,,;,i';:~.i ~ ';'';'; '~"--..; ",' -'''' ,,-': " . , " , . ',' ',','.' ".-" "-'- ,,"""-j ! i~,~;A~~v,~..;t/:00162 19 dBYs ,00318 29 dBYs " "'OQ.1~8j'i,:',.,J;,: i;;,,,,I,O~BVB""y:..00169 20dBYs ,00335 30dBYB ,00500.'" .~~~~$:~~gf'3SL-- -- ---- - ---- -- - --- ~- -~~~ - --"~ - -- "--~- - - - ~ - "- ~',"--~~~~'~~ ,~':,~E{,,-~,., 1~~t~:{E,:/;':":,:.~,:: ,.'~f:~arty 'in~~~~~f~~t~ ";!rycluding the C?m~onwealth and ~~~. per~~nBl. represen.~a~ive.. n~t s8tI5f1edl,~~t~~ ,.:~:::~:.::.,'(;.;~~B'~'~~~.~ ";)ll~,?,.t~!"a~~Bssmenl 'mBy'objBctthereto within sixty (60) days Bftar receipt 01 this Notice BS provldad by lo",.Uo_n:: ' c"(:';,'loo! :01 the Inheritance ,Bnd Estate TBx ~ct of 1961, (72 P,S. ~ 2485.1001)" ; . . ' , ;t~' '. . ,.' "~...:=.~~m~,~:::~"." .... r~i~! M."" <h"dd_ "0" '",-, ". ........ . ". ~J~.. ,~. L .. ;~rY..;.=-~>.:.: ,.. ' ," ~ . \ ;;:, 'c -.'..,----'-. '-.'.~-~~.,-