HomeMy WebLinkAbout80-00130
No, ~1.80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of ___Albe>:1:.~__~hoap ___ __ m_ _________ ______/ deceased,
H~ro1d B. McLane, Deputy
To n,,,I,&,<':! C. ,~~~orC'QD, Register of Wills for the County of Cumberland,
in the Commonwealth at Pennsylvania
IS
Petitioner(s) <liRe the executrix_ _ _ _ named In the Last Will and
Testament of _,_l--lbert O. Shoal'_______ _ .." _ .______ dated .1li!Lc;.lL_U---12]..L
Decedent was a citizen of the United States and 0 resident of
if~;ip
Newburg Borough, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on Saturday
the 26 th
. day of January
A. D. 19_~, in the County of Cumberland
State of
Pennsylvania at the age of
~2* ~HX ~~x
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
$4,000.00 and of real estate to the value of
90
years.
Nnnp..
as near as can be ascertained; said real
estate situated as follows
Therefore, your petitioner(~ respectfully =~s for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated February 26, 1980 ,nj /'./. .~ /. /(,
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Name and address Odo R. Hosfeld '
of Petitioner(s)
R.D. III
NewburR. Pa. 17240
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Odo R. Hosfe~_d____-_-__--
named in above application, being duly ._~orn______ according to law
say(s) that the statements set forth in this petition are true to the
best of
her knowledge and belief.
sworn
and subscribed before
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Rid'ldl d !!. Alldt::1 ;:'UII, Register
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Filed;
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February
27,
1980
Attorney:
Jerry A.
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLV ANlA \ ss:
COUNTY OF CUMBERLAND
Th.......................3."..,.................................... "" of ..................~~.b.'~.~',Y.................... A.D., 19.~~....
Harold B. McLane. Deputy
before me R:d._.d E. .\..do.o"'" Re~ister for the Probate of Will>; and granting letters of Administration
in and for said County of Cumberland. in the Commonwealth of Pennsylvania, personally came ..............
.......,........., .~.':'.:.:x.. .~. ~.. ~.:.~.~.~~.. ~~~.. ~:.. .~.~.~.~.. .~.~.~~ ~~ ~~ ~~;,...,....,.............,..............,...........,.,.,.,...........,.,....,...,..
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ........... ..~.~~~.':~..~:...~.~?~?... .................... ............. ............. ........., Dated .~;,~~.,~ ?!. J???.. ...... .....
late of ..... .......~.~.:.~~.~~. .~~. .~~~1.',~:.~.....,..... .............. .......... ............,.............. Cumberland County Pa., deceased
who being duly ...........~~.?:!:,...................... according to law, depose and say, that ...~~~L~7.!O~.....................
present, and saw and heard the testaJ!lX.........................., ..g\>.~);!;..9.,...$1l.9,'!,P..............................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h~~.........'" Testament
and Last Will, and at the time of so doing ..............................\\\'................was of sound and disposing mind
memory and understanding, to the best of ..................!;l.\~.:!-.....................knowledge, observation and belief.
sworn .
............................................... and subscnbed before
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..................................................................................
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AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA t ss:
COUNTY OF CUMBERLAND \
...................,....................,...................,.,. .?~.?. .~.:.. ~.~~ .~~ ~~.................,...,..............,.........................,... .being duly
............................~.~?:.'.'........... says that as nearly as can be ascertained the said decedent ..........................
........,.....,....................,.,.,.......................... !\),p.~);!;. .9.:.. .$1l.9.'!'p. ,..........................................................,.,..... .died on
Saturday 26th January 80
................................................ the ................................day of ..................................................... A.D., 19.......,
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at or about .........::'::.........:...::.............. o'clock, :!~.M.
.................~'::.?~?,.......................and subscribed this
...........................J~.~h.......... day of ...~.~!?~~.'7.!::X..
19, ..~~.., before
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me, the Register fill' the Probate of Wills and granting of' Letter's of Administration in and for
the County of Cumberland, personally came ........,..Odo..R....Uosf...1d...................,......,.....,..............................
who, being duly .....B1-?Rm......, do !!.L... depose and say that as....~.~!!.C;!!,~~~?>...........................................
of the last Will and Testament of ............................(\+,1I.~.+J...Q.,..i?h,qilP.................................................deceased
..........!!J:!7:......... 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, ........~~~!:.r:\........ and subscribed
before me.
February 26 80
~.......................................... A. D., 19............
.............4~~~.c6r;,~."...............!?~P\l!7y
R~"'Lul.d E. ...i~ud'"'....."n, Register
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DECREE
B 't 27th February 80
e 1 remembered that on the ........................ day of ................................................, A. D., 19 ......... there
was probated and recorded the last Will and Testament of .........~.~.~~,7.~..~.:....~.~~.'::p..................................
lateof.........~.7.~):lU::g..................................................., Cumberland County. Pennsylvania, Deceased. Letters
...............~.7.~~.~.7.~~.~7.!.'............ were granted to ........................~~,~...~:....~~~.~.~.~~...................................
Witness my hand and official seal the day and year aforesa~~.(./~: 1" "
t.~~.?J.:~..J').~):r:(tX\!,.~ .........~.7.p.~.~y
R:.JHud E. ".u.G......,e-Pl.Register.
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BENEFICIARIES
BENEFICIARIES ANO ADDRESSES
(State full names and addronas of all who havo an intorost
eithor vtlStod. contillGcnt or othor interest!
RELATIONSHIP
TO DECEDENT
SURVIVEO
DECEDENT
STATE YES
DR NO
AGE OF LIFE
TENANTS OR
ANNUIT ANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
Son
A. Oscar Shoap ,_~_
874 E. Albury Drive N. W.
Port Charlotte, Florida 33952
OdD R. Hosfeld
R. D. III
Newburg, Pa. 17240
Daughtcr
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INFORMATION
PLACE FOR FI LING _ The return is to he filed in duplicate with Ihe Register of Wills 01 the county wherein the decedent resided,
TIME FOR FILING _ The return is due nine month, after the decedent's death. unless an extension for filing has been applied for and granted
bV the Secretary of Revenue within the nine.month period.
FAILURE TO FILE RETURN- Section 791 01 the 1961 Statute provides that ", , ,any person who willfully lails to lile a return or
other report required of him, ' , shall be pl"sonally liable, ' , to a penalty of 25% of tllO tax ultimately lound to he due or $1.000
whichever is the lesser to be recovered by the Department of Revenue as debts 01 like amount are recoverable hy law,"
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INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
Estate Name
SHOAF, Albert O.
GJ Original
o Supplemental
o Remainder
Filo Number __~-80-013Q__.
Dato of Death,
01/26/80
Social Security Number
181-01-3617
REPORT OF INHERITANCE TAX APPRAISER
I, the undenlg.ed duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the roal and personal property as reported In the loregolng
return at the valuos set forth opposite each item in the last column to tho right in Schedules !fA", liB", IIC", and liE"
Dated:
December 4, 1980
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INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
CODE
ADJUSTMENTS
(HARRISBURG USE OMLY)
REMAINDER APPRAISEMENT CODE
TOTAL GROSS ASSETS
S None 00+
1,707 00 10+
4,777 17 21>+
None 30+
6,4_84 17
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40-
92+
Real Property (Schedul6 A)
Peuonal Property (Schedule B)
Jolnt.Held Property (Schedule E)
Transfers (Schodule C)
Less D.bts and Oeduc:tlons
(SCHEDULE F)
CLEAR VALUE OF ESTATE
93.
FOR USE OF REGISTER ONLY
Tux on $
CODE
PRINCIPLE VALUE CODE
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COMPUTATION OF TAX
$
5
S
$
$
o Lllo Estate
o Annuity
RATE FACTOR
--- -----
6"
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TalC on S
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To)/ on S
Tal( on $
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Tal( on $
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO _
$
$
$
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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$
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BALANCE
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INTEREST FROM
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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COUNT'! FILE NO: ----'....L.__L~-'
DATE
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ESTATE
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Appraised Vahle of Estate: v
Real Estate
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DATE OF DEATH
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Jointly Held Property/Transfers
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Total Approved Deductions
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Tolal Gross Estate
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Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate St:bject to Tax
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Amount Taxable @ 6% Rate
$ /'l) ,.'/ '/ ,(/- /)
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tax due
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Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s
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.. .. .. .. .. .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrue:) at the rate of six (6) percenl per annulTl
on the unpaid balance of Inheritance Tax from ----------.
to date of payment. Interest due if paid by__________.~_~__~_ is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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See Inlormtltion on Rellcfse Side- ,/ I ,.....--
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IN RE: ESTATE OF ALBERT O. SHOAP
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PROPOSED SCHEDULE OF DISTRIBUTION
Your Accountant proposed that distribution be made pursuant to
the Last Will and Testament of Albert O. Shoap, late of the Borough of
Newburg, Cumberland County, Pennsylvania, a copy of said Will being
attached hereto and made a part hereof.
BALANCE FOR DISTRIBUTION. . . . . . . . . . . . . . . $2,889.05
SPECIFIC BEQUEST:
Paragraph, ~ECOND
TO: A. OSCAR SHOAP, Son of
Decedent
$1,000.00
IN CASH
RESIDUARY ESTATE:
Paragraph, FOURTH
TO: ODO R. HOSFELD, Daughter
Decedent
1,889.05
Less: Advance Distributions
1-15-80
2-6-80
3-21-80
4-1-80
$ 12.00
35.00
48.10
1,672.00
$1,767.10
BALANCE IN CASH - $121.95
$2,889.05
THIS EXHAUSTS THE FUND
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SEVENTH. I direct that my personal representative shall not be required to
" post bond for the faithful performance of his obligations in any jurisdiction.
II
IN WITNESS WHEREOF, !, ALBERT O. SHOAP, have hereunto set my hand and
seal to this my Last Will and 'feH tamen t, written on two sheets of paper. the
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first signed for identification purposes only, this 1M day of ~.~l..
II 1975.
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!i Signed, sealed, published and
:i declared by ALBERT O. SHOAP,
ii the Testator, as and for his
ii Last Will and Testament, in the
I,!, presence of us who have at his
request signed our names as
witnesses hereto in the presence
" of he said Testator and of each
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WILLI"'''' R. MARK
ATTOPlNCY ...T LAW
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