HomeMy WebLinkAbout80-00208
No, _~1.8Q 208
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
.JAMES UTLEY
, deceased,
, HAROLD II. ~lc['ANE, DEPUTY
To ~~~~~~IlOXI< Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania,
IS
Petitianer(ll) QIllI. the execuLrix____ named in the Last Will and
Testament of ,JMlES UTLEY _ dated Mav 8. 1972
Decedent was a citizen of the United States and a resident af
Township
East Pennsboro ~~, Cumberland County, Commonwealth
of Pennsylvania,
Decedent died on Sunday
the fit,s t _ day of
,1111 Y
A D. 192.L, in the County of
Cumber] and
State of
Pennsylvania at the age of 8~ years,
M :DIK ~
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
unestimated
and of real estate to the value of
unestimated
as near as can be ascertained; said real
estate situated as follows --ERSt- Ppnnshnl"n 'Pnwnship
~,
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Dated March 19, 1980
Name and address (}f (//1/.,2.-- 9..{',--r7e " ' 7I1-~~
of Petitioner(s) V"
Pearl .Jane Utley
Queen Street and Cottage Road
Enola , pennsvlvania 17025
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~ ss
PEAH .JANE UTLEY
named in above application, being duly swom according to law
say(s) that the statements set forth in this petition are true to the
Swopn
her knowledge and belief,
and subscribed before GN:'/lL
Qr4/)? t' .-
//
v
-ll.d!
/_, C/{
best of
me, ~M~rch 19 19;-1LrL- _
~JM-j Q ,:tLtr d(,"",",,~~t ~~d\)
lei~lO~!l~liEli~~~ Register
~~<-\
.-;-t/..d~',
J 6------
1,~Glb
;,..,
Filed; March 28, 1980
..:< /- f~ -.< oJ"
Attorney: SNELBAKER,~lcCALEJl & ELICKER
OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND J
5S:
,19th March
This ............ ..... ...... .............. ....... .... day of ,0' ... ........... II ................ .... ..... ....
A. D. 19J. .en.., before met ..,...Il1))!m,!U!"..!:lf1\:.flNJ;:"..I),~p,I},~y..........,............,...... Register for
the Probate of Wills and Granting Letters 01 Administration in and far the county 01 Cumberland/in
h . II Richard C. Snelbaker
the Commonweolt of Pennsylvanlo, persona y come ,..,..........,...................,......................,
..........0 I'.... .,............0........................,......... .'......................"............... ...., who bein 9 duly
.. ......~:>:'~rn....,............,.... according to low deposed and soy that they ore well acquainted with
the handwriting 01 ..,...., ..... "." ,.....iI!\m:ii"U'.r.r,I;X.. ...".. ,...' ..."..........,............,..,.., .,..."....,
h . h d Testator
w ose name IS allac e as ,........,......,..,..,......,..,....,'.................. to an instrument of writing
purported to be ..~..,~..:..~..;:..~..:..~..;:..:..~..~..,:..:..;-..;-..'.:..:.:..:.. the Last Will and Testament 01
,JAMES UTLEY
............................................................................................................,...........,........
late of..,... .E~~.t .R~.':!'\~,~?,r.'!, :~~';'I,I}~,1~.~P.,...,.., ,..".......... ..,...,..,... ..,..."...." ,....,.."" deceased
and that the said signature is true and genuine, !lJ(dxtkl'll<.~lSlIld. ........,....,..........,..,....,..,......
....,....".,",..,..,..,....,',..."..".,',..,',,~~lll!lS!lltl1f~f..,.,..,......,.........'.......".......,
..".......~\'I,9,t;(l..........,....and subscribed before met
this ...",.,..., ,....,..,...~ ?~.~,....., ,..".."..".,day of
-; /
, ~~'
/ I'
, :::// >"\
I \ / , /
. /1.,(.#//'/. ,.':J:~'.{,ulJ.rf..u1../
,:,f,.,.,.,.=, .,.,....",.."...,,,,.....,,,..,,.,,,,...
~~arch
...,..,......................,....,...., A, D, 199/...en,....,..
~i.!M~~t~'~rrdj~Q"..,.."..,""":"~.~,I?,~~y
Register
.....-.............................................................
per ................................................................
Deputy Regi ster
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF pl~NNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
This,...."...... ,... ........, ~~.1::~ ..,..."""""..',.. ........",.... day of'"""" ....... ,..M.~,7.~~, .,.""....".."""" ,." ,.."" A, D" 19, ~,?,.,'
Harold B. McLane, Deputy
before melRill'l)llfllli3(mM:klfllilfl, Register for the Probate of' Wills and gmnting letters of' Administration
in and for said Coullty of Cumberland, in the Commonwealth of Pennsylvania, personally came ,.........'..'
THOMAS I. MYERS. one of
................................................................................................................................................................................
the subscribing witnesses to the f'oregoing instrument of writing purporting to be the last Will and
Testa men t of "..., ,..,!\~?, .J!A',y,J?Y."....""...... ....",..,.""............,.""""",.... ,..'""" Da ted ., f:1!~)'...h, ,~,n?,...... .........
lale of..,.."............F;1!,lit.,p.!':!1!1!'iP..9,r.g,,'K9W,'",!?.I,1~P..,..,.. ,.",........,.......,....."".. Cumberland County Pa., deceased
who being duly .,........,~w.Q,r,u.....,.....,..,...... according to law, depose and say, that ..,..,..I:\~..Wil.~.............,.,....
present, and saw and heard the testa,tRJ:'.........,............,.., ,..............,1<1(1)~!i,..Ut:.J.~1I........,.,.......,...,..,..........,..
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 ..,..,.....I:,~........,.....,....,..........,....was of sound and disposing mind
memory and understanding, to the best of ..........J).:i-,~..............................knowledge, observation and belief.
.,...........~,:~~!::!1.....,.....,.......,.... and subscribed before
"',.,..,.,~""',.,""""',.."....,..,..,',.
Thomas I. Myers
~~J{t2,~,R:);Jn9.:d~}y,~...,"""p.,~J~::,1::y.,.
ltili~~, Register
.............."..................................................................
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
"",., .,.."".., ..., .,.., ....", ,.", .. , ,?'!;!I.R!!, , H!),~,L!!:J;,Y.I?,y'", ",.,.", """"".",.""", """".,., """ ,." ,..""""""..." "" ..being duly
.....,.......!'!!'!,'?':,':1........................ says that as nearly as can be ascertained the said decedent ..,......'...,....,.......
...,.,..."...' ".""""....", ,."" ,JI\~,W!?".\.rf.LjjX",."" .""", ."." .'""."""""""", """"""" ..,." ..""" ,." ,." ,.."" """'" ."died on
......,....,?!!.t:l,cj.,~y.,..............,....... the ..,~~X,lit..,...."..,...:"day of ..."..,;!,l!,~y,.......,..,.."......,............., A,D" 19..?~"
at or about ,....,.....~.:,?~......,........,....... o'clock,~:..M,
.,.....,..,.,;:JW.'?,r.!],..........,....,...........and subscribed this
.,..............,.~~,~.~...,........,........ day of ......M.,~::~,?.....,
19,80..,." before
.,"'<:;:].,:.c.\:?::f!.:".9-1'Ja:u:.~,.,'.'?I..:t4:r"...."""
'--~ \ '" ~~"~l::':'VvI C. '- j. ~ Deputy
....,.. ','II..<\..,-N. ,.., .....\.),l......,q,vv~"'..,........,......,
Xf( ~l\1I , Register
6, 0(,'), .{~
, t ,...J
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PI~NNSYLV ANIA }
SS
COUNTY OF CUMBERLAND ..:
Before me, the Register I(lr the Probate 01' Wills and granting of Letters 01' Administration in and for
the County of Cumberland, personally came ..,P.I",~Rr1..>!~NI;;..W);.~Y............,..........,..,...,......................,..,........
who, being duly ..~!:I,9.r.rL,......,...... do !'!,L... depose and say that as....tl.1!'!..~~,~,",\\t,:;i.~..,...,............,...,.........
of the last Will and 'restament of ......JAf1ES,..U'rLEY....,..............,......,....,..............,..,.........,....,...........deceased
....,..~.~~.,....,..... 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. ....~!'?~,~,l)......,.,..,.. and subscribed
before me,
....\......,..,~~,~~~...~~,.......,....,.....,.., A, D., 19 ,~~.......
'- A \ J \ .~~ "'- p
':N:~~-ll.: ..;~~..:).:JJ1?:.,~Liy~;I.,...........P,~.p.~.t.y.
lR1O~X, Register
,s2,f.,;(k.,tL,.,.9~'v.I.l.h-r.,,',..t/jji1""'..,.~
..................................................................................
:."J 0:
:OJ
:w 00:
'01 Ol
:OJ
:" I'""'lf
:OJ
:0
u.. N:
0 00:
*=
00 ...I ~
III 0 0 00:
N ><: 0
0 >Q N:
I ...I Iil:
N 0 .:I: - .c:
~ ..
00 8: U: u:
I $; "'1 8: l-l:
'""' ,5 Iili roO
N U): ;:;:j
<:) Iil: 'tl
ji; OJ ('0:
CO 0 'tl 00:
. Z >-.J: ... \D:
0
- " *1
t'l .& OJ
.5 ... ~ 'tl
.,; 'tl OJ
Z w C 01 -
'" 01 ~ ~
DECREE
Be it remembered that on the ..,..3,~~f:1........, day of .............,...~',~,~.9,~'!..................., A, D" 19~,9...." there
was probated and recorded the last Will and Testament of ......J,l\t'lr;s..JJ.'I:U;;C......,.....,.......,.....,..........,......"
1 teof' East pennsboro Townshin (' bId C I' '
a, ....,..........,......,............,.............,,,........,....,......,..,..um er an A)\lnty, ennsylval11a, Deceased, Letters
,I~,~,~?:~~~,~,<;t,:.Y............................, were granted to
Pead Jane Utley
............................................................................................
Witness my hand and oOicial seal the day and year af()resaid. (
~1 ' 'j" 'f~
' , ":,:.e:-:~..k\.J...Y[f,? ,wNl......,~.~,~~,~~.
, Xl{~){m~.li , ~~ Register.
i
I
I
!
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
I'C[11'1. ,Jat1e Utley
being duly.. _.:;;W.Ql~11._ according to law, depo.es and S,'ys that she.i"..,tLl~.,.__."..__....""
Exeeutl'ix of the Est,,'e of __,,~,:,~.'.':.~utl.ey____,._.____._..__________
East l'ent1SbOl'O 'J'O\~nship
lata of . ,----, Cumberland County, Pa" doceased and that tho
within is an invontory mado by, 1'ea1'l Jane Ut19.Y., ___ _ "..',..., .__, tho said E'i..eeutJ:':i,~....__
of tho ontire estate of s"id decadent, consisting of all the personal prop"rty and real estate, except roal oslato oulsido
the Commonwoalth of Penn.ylv"ni", and that the figure. oppo.ito each itom of the Inventory represent it's fair value
," of the d"le of decedent's dellth,
SWOl'n
and subscribed beforo me,
22u1-- 5-, 19Y_
~~M-e ~.~<l-J~ J
IlOiiUICf. B 10:;CI1:.1', I:"I:,II( l'UULlC
MlCIl/.I'IIC,IiUI:<; 1'.,1110111,11
... CUM[l!'!,Lidlll CllUtln ......
, '" CO"" '''','' ""'" ,'" 0, "." .
GX-edVL-{L{7{1au..,.._Z~tLu-f.--_._-
~~cutor . )GK,'Ca~~ f/
"" ....Quecn.. ..S!l:!"~t and Co!ta~e Road
I::nola, Pennsylvania 17025
..-- ---.-------,------------.-
Addrou
1979
- _._------,~
Date of Death ...._......,,_ .....1..._. .....-
D.y
.", __...J\I],y_____,__.
Month
Yoar
INSTRUCTIONS
I. An inventory must bo filed withio three months alter appointment of personal representative,
2. A supploment invontory must be filed within thirty days of discovery of additional assets.
3, Additional sheets may bo attached as to personalty or realty
4" See Article IV, Fiduciaries Act of 1949,
:~':. <:"-..' ;':.", .'.
l,~ :'< ....
r...~ 0.. If, : I
c:. :...\.1
~ .... Ll' :~~1
c~., I r'l-<'"
~~. ;-. r5Q:
O:L': ~ l l~j
o~ :.::~~p
Uw 0::5
~o:: .- ~u
ii'O u
>-
I- W
~ '" I-
ex> w <{
Cl a- l-
N 0 W 0 III
'" W
, l- I a- :>,
Cl Z I- ...J Ii. OJ
ex> , Ii. ...J <{ 0 ....
I i W 0 <{ w 4-'
rl I' > z '" ~
N ,I Z 0
Ii 0 Ul
0 I' III Z OJ
'"
z II w <{ E
a- n>
'0
I
I
~I
~I
~I
~I
>=1
~I
0..,
-0
.
.
.
.
u
.
0
.
a-
,;:.
+
C
,
0
U .,.
."
C
.
;:
.
.D
E ."
, ~
U u:
p::
~
U
H
....:J
~
Ki
. '"
'" t5 >-
. "
a- c
<J: ~
u 0
CJ :l:
;E <{
~
<t
:l
~
-" :z
0 rJ)
0
'"
+'
f/J
'"
~
-
o
.
+
.
...J
S'I'^,I'ErIENT OJ' I'IW POSED 1J1S'I'HI BUT ION BY
I'EMI, ,IANI: UTLEY, I;XEClITIUX lIND!.:R TilE
lAST Iv 11,1. ANIJ TI:STMII;NT OF ,Ji\rIES IJT LI;Y,
INn: OF EAST I'I:NNSBOHO TOIVNSIII P, ClJrIBER-
lAND COUN'I'Y, PENNSYI.V/\N TA, ll1:r:r:ASED
PEARl, ,JANE U'I,'LEY, Executrix or tlw Last Ivi Ll '"1(] Testalllent of
,Jallles IJt.ley, lJe"t"'s",l. 1"'0[108"S to d istl'ibute tl", IJiII[l\H~" in lieI' hands,
to "it: $110,11110,(1[1. ill aN'ordance "Ttll the sa id I;,st lVill Ul1d Testa-
111(:111" as IIe\'(' tu I'ON' I' neu In the 01'1'1 ee of tile RegisteI' (J r \vI lIs of
(:ulllber Innd COLin ty, Pell1lSY l.vani,i_1 ~ [J s Fa 11.0\</8:
.1.. TO: PEARL ,JI\NI: UTLEY. pel' Itt'l1l II of sa,ld \\InT:
A, 1\1.1, tlwt "",'t<1111 tr'aet 01' l'"1ci sHllat"ci in the
Tmvnsllip or East Penl1sIJoro, COlll1l"y 01' CUnlbel'lal1d,
Stnl"e or [Jennsylvun:in. hav-i.ng- cl'ceted thereon u
tVJlJ st01~Y dwelling more plJl't:ieulnply deseT'ib(ld
ill lJeed Book "V', Volul"e J.5, Page 568. in kind $110,000.00
B, Bu 1('1< sedun, 1%5 1II00leL in I< 'n(1
lSD,OO
C, Household eontents .in kind
750,00
~lJ9, g~O', 00
IVIlEREFORE, the saId PeaPl. ,.lane Utley. Exeeutr,ix as aforesa,id,
res pee t.fu 1.1y proposes to cI j s tr' i bute tl1P 11[~ t IJillance of sa id Estate as
stn L:ell ahovt"
f22!Mi ~-L/ 'tJilLJ.._____
~~I ,Jane lJ~tf'y
Lxecutl'lX
. ...,,\
',.' \.,' i .,.t
"1'.
~'jl;~
~
COfl~ION\VEAr:rll OF PENNSYINANli\)
SS,
COUNTY
OF
ClI,HlCR I.AND)
PEARL ,JANE lI'J.'I.EY, I"'ing dilly SlY,,,']] :i"""]'<lI"I', I" Ii]ll' , tI"p"""" 111111
says: that Hilt! i.B tile EXC!(~lltr'ix or till' LilHI \\fill illll! 'l'('~1I'illIlI'111' 1If'
James Utley~ Dec(slsed; tllilt tilt' l';1l'h-i SI'I 1'[11'111 ill 1111' 1'11I.(,...'.tlill~.~ Sl"lItt,-
rnc:mt of Proposed D-isb_~ilJlIt:ioll 111".' tl'tlP ;1I1t! t'IlI'I'I'I'1 1 II tIll' hPHI lIr Iwl'
knowledge, :infol:'l11nt:ion und bel il.r.
.rA> il fh c I
.~eaI.Ll:,... <7J..:."".'Iltt~__._____
jle'ill' ~ ,1;1111' IJl:IIIY (j
SWOPIl to and subscJ'.ilJec1 IHI rOr't' lIlt'
thi,s ~ dny of --//-LL./---o-.--,--.... 1'1 ;(/
<
-~'--7,., ^ ..Q _ 0-/' . /'
"~4""'( X..:-/(.x.,~~U:l/.._-,-__
.~/ik~~:r~?::~~: ''-, , ." '
;';:', .' , "fl'OHlillt,B lOSC'IEP, liWhY 11..,.1[,
, i .~t.. . -i.. . :~" (~;{:r\NIl/~SUriG L;{);;I\U(~tl .
'... ,,:i". {:';',Q ~:'.' '; :,:ti'rl:.1Eirf'L'\t,:n CUU:~lY "".
'~:r, ' "I' ~ ~ . ': . ' . ' .: "l':'!/, ,'., - . '" ,,,'" "") f 1 P. ')?
~!:'l .:'", ,':, "I~t[f(' W"~I,I" l,_:';\.,I:' J,II, 1. 1"
"~1 ~\(t~;;;~~'?' ....
LAW OFFICES
SNEL.8AKER.
McCALEB 6: ELICKER
'.
('h.)
'"
,
<
~) I -s' t') .;~ <>\'
J
RCC~33 {4~73)
COMMONWEAL TIl OF I'ENNSYL \' ANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.
RESIDENT DECEDENT
COUNTY OF CUMBERLAND
IMPORTANT:
This return n;u;t he ~U1;~i)'I~t~~I-i-I~.'<l.~~ail t-I';~i"fil~'(1 ill dllPlical~l~, with all alllll.:lwd. with the RCl-th;tcr of Wills Ill' the
COUl1ty where ucccdclIt resided; Return is dlll~ within nine months after dale of dl'llth, unkss an extension is granted
hy the SccrclUry of RC\lCllllC. (Sectioll 711J (If till' InIH..'rilann: nnd Estllte Tux Act of 1%1.)
IN TilE MATTER OF 1'111, ES'I ATI, OF }
JAMES UTLEY .. __. ...._........
\!iTATE FULL NAME OF OE'er Dl-'Nl'
Cumbel'land _"..,._ Co'nly
,\FFmA\'IT OF
EXECliTOR
Late of
*~)lJ~~~llIlK
Slato of
Pennsylvania
Cumberland
--J ,,:
County of
cI:<Jt'li!>iXOOllW
.X.eat'l_~ane Ut!~;,
of tho 051010 of tho above.nornot! dccedent being duly sworn, deposoS
Executor
and sayS
Decedent (Hell
1
, I'J~J ~c5tote leaving 0 IOllt will, copy of which is he rete attached. }
IYE:AR) ~WW
July
(MONTHl
Nome and eddress of ettorney or }
other outhorl:r.ed representative to whem
all correspondence should be mailed.
l,DAY)
Snel.baker, McCaleb & Elickel'
ljlj, \~est Main Street, Mechanicsburg, Pennsylvania 17055
That as sut.:h _dcponellt is familiar wilh the affairs of said estate and the properly constituting
( EXECU TO R~ ADMIN! S T R A TO RI
the assets thereof and their fair markt.:t value.
That at the time of death there was 110 safe deposit box registered in dccedt.:nt's individual name, ur jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by al1otht.:l':ls ngent or deputy, with lhe
exception of the fullnwing: -
NAME AND ADDRESS OF BANK OR OTHER INSTiTUTION
IN WHICH DECEDE:NT RENTED A S.~FE DEP~SIT BOX_
THIS St.FE DEP051T bCJX RENTED
IN Nt.M~__OR l'..~~~ES ~F
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the; contents of said safc deposit box or boxes arc itemized under Schedulcs
with the exceptioT1'of the following, for lhe reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made parL hereof sets forth i"ull)' and ill detail all the real property
in the Commonwealth of Pennsylvania or whieh decedent died having. an in'tcn:sl therein. It also sets forth the
mortgage encumbrances upon each parcel of real prollerty at lhe date of death, giving the amount still due at
death, name of mortgagec, date, rate of interest, and bonk and page of record thereof. It also sets forth in the
columns provided therefore the assr;sseu valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hercof sets forth fully and in detail all personal property
whcresover situated owned by the decedent at the time of death; all moneys left by tlie decedent at the time of
deOlth, whether in decedent's immediate possession, standing to decedent's credit in banks of deJlosit, savings
hanks, trust companies, or other institutions, whether illdh.idually, or ill trust for any other Ilerson or persons
giving also separately the accrued interest thereon, if any, down; to the last interesl day prior In decedent's
death in the case of savings banks, and to the Jate of dc.;cc.;dellt's death in all other cases; all bonds, postal
sa;.'ings, treasury certificates or notes and olller evitlcllce of indchtc.;Jness or the United States to the de-
cedent; all obligatiuns, whether by statule or agreemenl the)' arc de~.ignatcd as tax free, of thl: United States,
or any state, or political subdivision thereof, or of any foreign cOlllltry, which arc owned at the lime of death;
all wearing apparel, jewt.:lry, silverw,lre, pictures, bLloks. works of "fl, household furniture, horses, carriages,
automobiles, boats, and an)' and all other personal challds of whatsoe\'cr. kind or nature, Icfl by decedent,
together with the fairly estimaled market value thereof; all hllnds and mortgages held by decedellt and orall
claims due and owing decedent at the time of death. and all promissory notcs or other instruments in writing
for the paymcnt of mOllcy of which deccdent died possessed, of whatsoel'er nature, with interest thereon, if
any, giving the face \'atuc and estimall;d fair nwrket value thereof. and if stich estimated rairmarket value he
less than the face vallie, it sets forth hridly Ihl' reasons for sllch dcprecintion as to each item; all moneys
p:1yablc to the estate frum life insurance policit:s carried hy decl~delll; all annuity and endowlllent contracts
the proceeds of which were payahk IIpon llle dt:ath of the decedelll: all and the corporate stocks and dividcnds
due thereon ilnd ullllaiJ as of 11\\ ,!;:I,' Ill' dl'alh, hllnds .a11l1 ilclTtlcd intercst then::oll tn lhc dllte of decedt:llt's
death and other iI1VCSIIlH! : :.,,1 hy Ihe J\:Cl:delll at the time of (lealh. with the market value there.
of at such time.
,
"
III till' ('ltse of sPI~lIr'ltlt!s of clOSt' 0'0 I'ILIUJ I,v elll'J!O!'Il{ Inlls, t.Jw vHIlll'S rl~pnrtl~d 111'(\ IlS I'l1r liS
pnsslhlt! suhstHllt.llLt.p.il hy 1'IIlltllclnl st.tll.ell1t'lll.::-; or 111f' CI'!'JllJl'IlLIOllS, sllowlll~ the Ilssf~Ls ILIllI Illthllltics
Ih"I'I.'ol' IlS of tile illite 01' dnn\.il. Till! sehndllll~ lIlso sl~l,s I'orth t.lLe Intr:!I'f'st nf' det:ndenl. nt. till) time flf'
dnnth JII IHI~' ,'o-pllrl.IIUrslllp 01' huslness, /lilt! III SlIppO'ot. or till! ,,'dlll' /II' ",wll IIlt.elol'st 1.lwl'(! Is ItlllleXllfl t.o
snltl seh"flll\f~, 1',lllIIIH~III] st.ntpnJfmts showlll/!,t.lWIISSI't.S /lflIl 111I1I1111.II'S uf'slIld co-plllot.llershlp 1l'0 husllwss.
,\ copy or clll' I~O-JlllrIIU~I'shlJ1 lI/-l;rl!I'l1Iplll, (If' 01'111, II slnl.f'lllI'Ilt Sfll,l.lll/-l; 1'01'111 tlln 11llUU'P 01' t.lH' Il.~l'f'mlll!Ilt.)
IOJ!;I'Ihl'I' ....1 I,ll /I Slltl.PlW'1I1 spUlllg f'urth t.iLl" f:hHI'Il(~tflr 01' Ihl' iJIIS!IlPSS, Its 10('111.1011, nllel snell "tiler l'I\l't~
pel'telln!!!)! \\1 llll~ hl1slllCSS liS mil)' he pPI't,1 liP 11 t, III II I'ltl,. HilI! .Illst, IlpJlI'lIlSlLl 01' t.ilf.' c1'~I~I~IIl'lItls 11l1.l'lo'lSl.
t1lel'f.'i1l flllh I he s1l1md I t.Pfl. I t should III sn Sf.' t. rOlol.1L I n I t.l!lI\l zl'd I'OI'I1l, l.oW! tllPl' Id t.h tht'~ I'n 110 lllllrlm t \'/11 111'
tlll'rpnr, ltn~. otlll.'" Jlropelot~. oWIlPd or hClJlInllt.h,-'d by till'! dl'f~l!dell' Ill. t111~ Limp of' IIPlltll,
'fllf' Scft('duff> C /I t.l.lIehpC\ 11l~I'I' to Hlld ltlluli" \1'110 t 11I'I'I.!O l' se t.s 1'0 I' tll /I l. rile illlswn,' 1,0 1!lIeh 1111111 t ":\'
Cflfltililll'd tllPrflln lllllllnl.he cosnnl'l.lonllsl'ersol'I'I'oport.)', 101!1l1 01' pel'sol\/li, wltldn ,-wo yenrs ()l"dnel~dent's
donth, III C(JI\U~l1lpllll.ioll oj' dnCf.'f!f'nl.ls denl,h, lIr tlllellllpll t.n I!tk(! 0{'I'PCt. In pOSSflSSIOII or l!1I,loymmlt nl. or
nfter d('lltll. S(I,d sctll't1l1le sets f(H'th I.Iw fllltllr/! 1111I1 \'IIIIH' of' Sllllli P"Opf'I'I,~'. t.o whom t.lo.llIsl'f!rrl~d, the
rc] nt!ol1shl p of t.he trlUlS t'erees to t hp. tloced1m t, t.lln I'roptlr t Inlllll.t~ shll rf.' r'flp.p I vI!1I hy enell tr'!lllsf'p.ree tlIltt
llll otl\(~r facts ot' /I JlcrUnent nnt.llre rc~nrdlnl!; s/lll! I.lolllISI'I!l"s. 111 tllf~ easl~ 01' t.,.ltlls,'ers Int.enocfl t.n
t.nke f~j'{'ect, III posst!sslon or on.1o)'l1lcnl. fit or Id'Ler dPIlt.h, there Is also 1ltt./If!lIl'd 1.0 tile schp.dull! II collY
of tile Ih!cd, trust ngreement. or ot.hl"'r Instrlllnellt. creHt,ill~ Lho !'I'llSt.. 'l'llI:or'~ Is IIlso sp.t. {'orth 111 sulll
schedullll1 list. of n]l rroflert~', loenl IInd IH.ll'SOl1nl, wit.h Its \'ltlIIC, wlllell JlI\~SI'S at, diH~edetlL'S dl!nt.1l Ily
virt.ue of' t,he exercise hy rlececlent, eIt.her indtvifh1l11ly, 010 Jointly wi Lh nnOUl(!r, 01' Ilny l1"wor' (II' tll'J1oiTlt.-
ment vp.~tnd tndecerlent, either Incllvidllul1y ur .101l1t1:y, by tile \~111, de0d, or n1.l1/'r 1nstl'lll1lCllt of' nllothel',
wHh t~ eopy 01' the instrtlJllHllt crefltlng; such power Ilt.tHche" to 1.11(' SClll~lllllp..
That Se/1edufe 0 f1ttnc!wd hereto /11111 Ill/Hte purL he,ocnr sets f'urth loh... IlIll1lCS 11111] IHltl1'!1SSes of nll
persons llc'T1ef'iclllll~' interested I.n lilts eslllt.e III tlle t.lme or 1l1'Cf'df'IlL' s cll~I\t1I, tile Ilatllre of their l'I~S-
pee ti ve III to:., res t5, thf!lr rellltionshi p, if uny, to tIlP dnceclen ", I.op;f!t,her wi t.h t.he IlV.I~S Il t tile timf' \),'
decedl~lIl's llenth of 1111 mlnors, llnnllitltllts nllll iJelleficillrtes f'or lif'e lIIuler cteccllent.1s Will. It ulso
containS n stat.ement showing which of tile henel'ictllrlcs named III UII! d.~eed(!Ilt.'s will, If IIny, ,1In1I prior
1.0 deCI~dellt, the dlttes of tlleir ilelltll, t1wtr issl1e, IUlll t.lLe l'elntlollsllip o{' snch Issue to till"' ll.>fl.d'ldnry.
1'hllt S.:ftf'dule E IlttachelI hereto llIul nUl/Ie Il part. 11Prf!ol' spts l'oloUl all p1'Opelotr, 1'0111 11I111 !,l!r-
sonal, oWlled by tile decedent joint,))' wIth llnother or others, Jnc]\IfUng lnt.Il11~lhli:!, sl.IlIldt.ng in t.he IIIU1ll~
of the decednnL IUlel others, plus t.he <Iut.e f1ml pI/Ice of' rccorll of' 1nstrtllllcllts etTect1nl; tile \Cst1turl~ of
real estllt,c fUul t.he cia ti"! () f' IICqlli si Uon of personnl t.Yl plus lhn n:lme, llc!cll'cSS /lllel I't~ lit ttollsll 1.p, .1 (' allY,
or co-owners to lhn deccllent.
TIHit Seftpdufp F ntt/lcherl hereto 111ld mnde Il Jlltrt hereof' sets fortll fully 11l\f1 ill clctaU 1111 Ilehts
Ilnrl derlllcqons C)llimecl for onel on hehnlf' 01' this cleccdent.1s estate, Inclwllnp.; l'tlllcrlll cXP'!Uscs pILI,I;
f'umll y exemption, where IlJlPl1clthlej cost.s of IHll1ltlllstrfltion of' t.his estut,/""!; I!OIlIlSt.'l rl~I::S allll I'lHllctllry's
conullissions pnid or 1.0 he pnid: cost. l~xllHnded 1'01" hurinl tl'USt.S, tomhstones or g;rnvf!mllrkel's, unci reli-
gious services, in con5f!lluellci~ of' the di!llth 01' the deccflenl,; dehts nnd claims oWing; 111111 llTlpalfl lIt time 0('
death; tnXf~S nccrlled chllr~enhle ror periocl prior 1.0 Itece,lent's delltll (execpt those nllol'o"ed lI111h~lo ~ect1t)1I
651 of the lnheritllnce atlll Estllte TllX Act): tOI~ethel' .....it.h II stat.ement 01' colI 11 t.erll I ple'I).!;Pll 1'01' ohli~n-
t1on~, it'lIny. It is ng;rl"'cd that, the I'llhlCIlIl'Y will pl"{~Sl'llt pronl' 01' su1d clall1l(~d ohli:;"I,ioIlS upon re-
quest. thnt If thn IlmOllnt net.tlnlly plt.ld in settlement of' Hny l'l~e, eOnll1lisslon or dellt Is leSR t.lIlln t,lle
est.lmntec1 nmollnt e1ntl1ling /lllllnl1owed, t.hut tile slUnro will he ,'roportell to the Ileg;ister Ilf' Wills, Ilnd tilHI.
the mnount of' t.ux assessoei cun lle rellSS{~SSell III accnrdanc(! therewI t.ll.
That t.he t.otllls of the f1pproprlnt.c i~()luml\s in 5clll~lllIles "A", "Il",
have heon cf,rrlell for.....llrtl /lnrt prnpnrl:\' r('~isl.f'!!"ccl 111 tlte Snnunllr~'.
"en, "E", f11ll1 "F" f1S 111T'el~t('tl therein,
,
Subscribed and sworn to before me this
It/, L1-
....,............,~ day of /7~ ,?( r -<<~.:.--t 19 ..~,q, '
"'~!:l..-2-L4~( , .'"? c:/u oJ
r I LO\~li~r,l- {1 \1( rmf' t:;, JI( f\,L. II.:
MtrHi,~i'[,~;iiUr-:G li(:,i((:lli;H
lli~/HI"tnm {J):!~ny .......
:/1' rr:!,~lJi<,..~'g;i,; U,h:,: :__: I,i'i!. r; 1{'\C:~
sorE: HI.fnrl:' SI1!;lltn.c; nffldav1t mal.:.. Sill'" all bllluk Sllal~('s ill ,lop Hl't'itill\' I 1. a 11I1 scl1i'dllll'!'( allll('XI~" 1I"e
fIlled in vdtll 111'1.11115 Ilr tile l'I'nrd. "SOlW". Hllll ill ellSf' 111,' ll!'sPls illl'lllde l'/lrp 1111'1 11lllisl('d sl'elll'ttlf!s,
!:lecllT'lti.".., flf' (~lnsp. or l'uI!1l1y corporlltllllls 01' 1111 11l1l'I'{'st III all~' eu-par'tl\l'l'sllip nlO !lllsilll'SS. t.Il1d, Ull!
llllt.fl /Iud St.IIt.l'mI'Ilt.s r'>ljuirt'll uuller' t.lll~ p:i1'l\)!.r,'lpll IIllo\'I' 1'1'1"1111).'.; 10 Sc1ll'dlllf' "11" 1lI'l' IItIIH":hl'll.\1so l1lahl'
c~rtilln tlllttcolwnn #1 in t.lLe "SHl1nnnn,n lIlls ll"l~n properly (,onlpl"\.l't1 us !ilJOvl'-dlrl'et.I'll.
,.i~(~;;;;;~~::id!:i:Jf;;t~ll.tIi7t",....",...._..
, Que,~n"S,tJ:,~"~t,~,I19.G()~~13~~,,,g(),13,<i........,
(Street Number)
Eno1a,p(;1l11!';Y~Y<1n~a 17025
(City or Town and State)
. .
REV"4!l' (8.781
'*
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "8"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule IllUSt disclose alllilngihlc and inlangihle personal propnty owned indi\'idually by the
decedent. nl Ihe time or his death. Property owned by the decedent joilllly with another or others must he lislet!
lindeI' Schedule uBu. Inlul1gihlc pcrtiOlIlIl properly. titled ill the !lllme or the decedent, hut POlYllhlc al death (n another
or others, including hut not limited 10 P.O,D. U.S. Savings Bonds and tentative trust Ut'ClllllIls,ITlIlSI he listed, dcspitc
the fact that they lIrc nnt flf tlw !Hl!ninislcrcl1 cslall~.
Tangihle personal properly l'ihould he lislcd first (c.g. jewelry, wcarillg Ilpparel, household goods, 1I1lt!
furnishings, hmks, paintings, lIutolllOhiles, bOiltS, etc.)
Intangihlc personal propcrty, such as honds, treasury ccrtiricates, cash on hand and ill halik, slockH,
mortgages, notes, together wilh accrued interest or dividends, salaries ur wages, insurance puyahlc to thc estatc or
riduciary in said capacity, Jlartncrship intercsts, interest in any undistributed cstate of or incol\le fmm allY proJlcrty
'hcld ill trust undcr the will or agreell1cnt of ano1heT, e\'en though located outside Ill' the Stale, al the timc of dcath,
should be listed in this schedulc.
Item
No.
I'lEM
List anll describe fully
UNIT
VALUE
DEPARTMENT
VALUATION
(Un lIot write in
this splice)
ESTIMATED
MARKET
VALUE
1,
$150.00
Buick sedan, 1965 model
2.
I1ousehold con ten ts
750.00
I
~
Insert this total opposite "PcrsO!1li1 Prullerty", Schedule un" in
theUAs Reportcd" Cn1UlIll1 nlllhe last p;lgC or this return.
$900.00
:/'ic(". ,~.c:
<:ig/(
xx
,. REv-4lS3Ia-7s)
COM'>lONWEALTII OF PENNSYLVANIA
TRANSFER INIlERITANCE TAX
IlESlUENT DECEDENT
SCllmlULE "I)"
m'NI'Ftr'IARIFS
BENEFICIAIIIES ANIl AIJlllm~SES IWLATIONSIIlI'
(SUlle full names and uddrcsscs of all who (If step-dlildrcn or SlJRVIVEIl DATE INTEREST OF
have IIn Interest, vested, contingent or other- illegitimate children IJliCEUENT OF BENEFICIARY
wise. in cStlltc) IIfC invol\'cd, set STATE y,,~ B1RTII IN ESTATE
forth this fllCt,) 011 NO
Pearl Jane Utley -' Dau~ht('r Yes Entire res illite
- ,
Queen Street and Cottage R ad
Enola, pennsylvania 17025
.
.
,
, "
Deponent further says that 011 the above-named beneficiaries arc living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
REV',f484 (13-75)
County, Numbar and Nama 21 - CUMBERLAND
Fila Numbar 2.1.-80-208
SUMMARY
Data of Daath
Estata Nama
July
Utley
(LAST NAME)
(INITIAL)
1, 1979
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDHIT DECEDEtlT
James
(FH~ST NAMt-.1
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of-C.umh(,!T'lAnn
Pennsylvania, do respectfully report that I have appraised the real and personal property as; reported in the foregoing return at
, h' , h I I h' h ' S h d I "AI' 'IB" "C" d "E"
the valucs set forth opposite cae Item In t e os.t co umn to t C fig tin c C U 05 , , , an .
'I
I
Dated:
dngll~t' 14, 1980
if;? , "1/
.-A f) 1f).J( //))-/f I~/i/l.tl
INHE!RITANCE TAX APPRAISEf~
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Witts in and for County, Pennsylvania, do respect-
fully report that I hove allowed deductions in the amounts claimed by deponent, except as to tho~c items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amollnt represents the sum
allowed as a deduction.
Datad:
REGISTER OF WIL.LS
INVENTORV
ADJUSTMENTS
DOE (HARRISBURG USE ONL VI
00+
10+
20+
30+
REMAINDER APPRAISEMENT CODE
92+
VALUE AS APPRAISED
$ 0,000 00
900 00
295 73
o
Real Property (Schedule A)
Personal Property (Schedulo BI
Joint-Hold Property (Schedule El
Transfers (Schedulo CI
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE FI
CLEAR VALUE OF ESTATE
40-
Valuation of life estates or ~
annuities..... .0... ....0... '_0_ S
PRINCIPLE
FACTOR
VALUE
-
~
,==
1=
') ESTATE TAX ASSESSMENTS
-$
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
Less tax previously paid
BALANCE
Less 5% of tox If paid within
3 months C1fter rJ~ath
~
2% $
6% $
15% $
$
$
$
$ 1=
$
$
COMPUTATION OF 1!AX
(.) As evIdenced by Charitable
Exemption Certificates Issued
by the Secretory of Revenue.
TOTAL TAX
BALANCE OF INHERITANCE TAX OUE
Add iL,terost at rate of 6% from
10
AMOUNT OF ESTATE TAX ASSESSED $
ESlattl tax paid $
$
c
I~
1=
$
BALANCE OUE
$
Add lntaro!'it ot tote of 6% from
to
$
TOTAL TAX BALANCE $
PAlO $
Supplemantol Codas: (FOR USE IN HARRISBURG ONL \')
48-Adju,tmant
49+Adjustmant
56-Annuity
6O-Lila Estate
92+Remaindar Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residua
96-Successive
Life Estata
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where,sub!oequent adjustments ~re made to the o~ove computation of fax by th~ Register of Wills, for proper reason
same should be noted below, With short (!)';planotlon. ,
93-
, "EV-Ille FO... (&0110)
*'
Commonwealth of Pennsylvania
Departmont of RevenuCl
BUREAU OF FIE~D OPERA TIONS
P.O. 80x 2970
HarrIsburg, PA. 17105
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REP~ Y
P~EASE REFER TO
Investigation Division
Pearl Jane Utley
Queen Street and Cottage Road
Enola, PA 17025
RE: Estate of James Utlev
County of r.llmne:>T"l Ann
File No. ;>1-80-0208
Deor Miss Utley:
You ore hereby notified thotthe original
approisement in the estate of James Utley
has been filed in the office of the Register of Wills of Cumberland
County on Au~st 14 ,19 ~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
40,000.00
900.00
295. ?-?
None
$!U..JS.5.73
As to such lax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remoins unpaid after nine (9) months (fif.teen 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 os provided b)' Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
AllV,,,t 14, 1980
Si gned
~?I)t /,t ) lllt.iL1d)
Ti tl e Chi" f Ap:prai "",.
NOTE: This is not a bill.
, ..' '. . ',' 1,. . , ~' '.' ,': . .;,; ~ ,., \~'.' :". "~J" ...... . _ -:-- " ,\L.;- '.~"'~ ~"'.
OR.
\!)
~ ~ ~
~
z ~ ~
0 :><
~ ~
~, '" 'd
;J 'r.l
, ...l ... :4
a p M
~ k
~ - U) '" M .j-
U Z ~ ~ M C\J
- 0
I"- ~
I"- - C)
-- 0 ~
1'(' ' ~ I"- 0
I<.
~ 0 Ul 0 Z
- ~ Ul :>< !-< ci ci
ci Z !-< ~ !-< ~ Z Z
...l - ci is 5 ~ ~
...l Z ;:;; Z CI U c.:: ~
~ ~ Ul ~ 8 0 ~ z
~ CI -
~ ...l
REV.455 (l.DOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
----.-=_.,-- ------=....;,-',~'.=:...::..:.~.'"'"-'-' ,._~-~'--'_.
Estate of James utley Date of Dealh ,1uly.1., .1.979
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No,
Claimant
Pearl Jane Utley
R ' h' DiJug'hter'
elations Ip to Decedent
Claimant's Address Queen Street iJnd Cottage Hoad, Euola, pennsylvania 17025
-
ITEM OATE , NAME OF PAYEE REMARKS Ar~oUNT
NO,
1 Register of Wills Probate costs $ 30,00
2 Musselman Funeral Homc Funeral expenses 1.9911.79
3 !woodlawn Nemor:!al Glll'dens, ]jlC Lettering 16.00
Lf L. G. Connor, rea ltOl' Rea 1 estate appraisal 125.00
5 Cowley Associates Professional services 55.00
6 John C. Schiro, M.D, Professiona 1 services 380.00
7 Register of lVills rUing fees 6.00
. 8 S ne lba ker , McCa leb &: Elicker Attorneys fee 2,060.00
9 Reserve for notary fees and mi scellaneous costs 25.00
10 pearl Jane Utley Family exempti,on 2,000.00
,
,
"
,
,
,
-
-
,
, TOTAL THIS PAGE I $[j, 691. 79
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes,
t. a; '12 ~;lkJ
... IFlDuel v o~~_
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S (. ( C; I ~ C}
I
AT
c. C),
;.
PERCENT,
1/~;-2 ) - ,F ()
DATE
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 a~d 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.
t: ." 0 n :>- tTl ~ ~
Z :>- 0 0 0 [j)
C'l n c: 0 ~ z ::: z I:""
tTl 0 ~ I:""
tTl r: Z ~ -
Z Z tTl ..., tTl ..., z
9 ..., -<: tTl -
9 [j) Vl
Z 0 Vl 0 ...,
~ 'Tl 'Tl ~
~ ~
0
," "1
" :":r. - "1
a, 0 -
c::; ~ c-' z n
j~, a ~;2 -
:>-
1.-. ~ . ~~ l"'
c.,. a
c-.J~'. N :r.~ c::
I.W\I' o. I Vl
QI-.. ",. n:ir tTl
<>:'" <= '';:;..,
0- :z '<n 0
ut;j "'~ z
l:!'" <=> "'::> S;
fO ~'-' -<: -<:
'-' tTl tTl ~
:>- :>-
~ ~
INSTRUCTIONS FOR COMPLETING SCHEDULE 'T'
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 responsibil ity for paying the debts,
~~0"t!jif0J!:;;';.'::~""'.= .' "
7!Wa:COMMONWEALTH, OF ,PENNSYLVANIA
~:itj)E~A'R'rMENT OF REVENUE
1::::'jSUREAU OF"EXAMINATION
,~~i/i;':::::i~-:,;;~ii"""." " .
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
.
i~!:~:t.~\\::':,\',:::,:,:., ."
~~c6LNTY FIll: NO' "
;!;~t)J(:::;',;)>::,.,'j,~ "
~~:j:~~~.: ,;~ .~: r "
:W;I:<, '
';~""" '-~"
't,l;;,:~i,.-,:,:.;~, ,'"
ffr\/?l':"r,
't' _J~
~F;t: ,,'"
I;~!: ~prllsed Value of Estele:
~;;r',,:'<."" '. Reel ESlete,
i"~'~",' I,', "'" "",' ,
~jj"":")V'-<'-'
~1~11t1;i~Bi"'.::':-"f~r~~.r.'~~'~.,~o~ert~ ,
~,;~;::;.i~f>:;,;:;"_~','~:',"':' .-.-,' ,.- ' .- _
l,I:'"-,,, "".... Jolntlv Held PropertvlTransfers
-t~~t~~f,V,<,\:':,.,:,~"i':,':,-'-:'.':":;'::,'_" ',' .'
~~ir'ot~1 Gr~ss estate
'~J\:~i:\\~ \:~':\. ":::',',: :,' '-,' .-'- .- .. "
i~ii:Tot~! ~~~o:ed Deductlon.s
{12~7.t::;;:'.\;;:':">"":':'~""::;-:>jr;,:::- .-'
\:;;:- Clear,Value of ESllte, "
Wi.t;~'~~:',:,\',;,::J~":}(':,:''''>:'i''-':-',',''_''", .- '
"1;);', ,'", ,.',' :':Less:APproved Charitable exemptions
,~j;~~:.;';.>'~\r~:..:'i\><'i,"::::~:1 ':,:,," , . .,," ".
l;i~':" Clesr.'Veh,e of Estate Subject to Ta.
C:;{;':"....:,'.';,'" 'C-",
DATE
Jv,1., ~,
ESTATE
FILE NO,
COUNTY
+
L!:/::.{) _ 0 () n, ao ,
9 no, 90
;;?95',)~
/ r; $~83
(~91, '1f
5 ()3,9'1
+
$ Ii J
( '...J
Go.
$1~
-----
$ ?tL L:;D3
,
01-
,';.A"1~Unl Ta.able @,6% Rate
,':,>,>;',':' ,',
$ 3~,SeJ.9Y
tsx dUB.
$
;(0 ~e ,.'ll"
, , I
"Ani~li';IT8.abie @16% Rete'
tax due
--:-...;. .
"",
::'.:,"J:'.,,:
".,
" i ; --/,:';;":;-";~
;)','
, TOTAL PENNSYLVANIA INHERITANCE TAX DUE
~' '7"-i'O ivll- :l.O-J>P, '(,O~ 5;)...
· · · · · * . A five percent discount totaling .
'will, be granted if, ,the ,Inheritance Te. ,Is paid bV
" ,,'/,-"":--:-'
$..q> "7Q~ 1/
':"::"1',"'-(,',':':
?~7j,;
~r 'f9 .t1p
-
;1::t,;:;,:;:<,:.~s.s,,~n!,~lts. _.' _'-, :"
~;:}'> ; DATE OF PAYMENT,
%~;~'~;":'1;~:;:)::'i:'~;::':' .~'-:\,,:"- ',' "',' ~i "
~tr, 1 ~() _K()
,~~{~!,:;.::.::~!:.: ,,',
':j;<~t;li/~"~';':: '"",,'
r~"
W;f,i!J:.I;1ter~8t
.iJH.f{-i'".....:.. ,
:"-:,, on, the
i~:f) '.10 ' d~te
AMOUNT PAID - o'lSCOUNT INTEREST TAX CREDIT
$~ "70. ;(1 + $ - $'79.'iS = $ ~I 'r~.9?
,
+ =
,
~
"'"
+
=
accrues' II Ihe rete of sl. (61 perconl per ennum
unpeid balance of, Inheritance Ta., from
of ,pavmenl. Interest due if paid bV IS~'
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ~ ~~:.~ .". ..',
'.,.../.\ "/', '. .' /}
Asseosadby: ..~~/rl 0 '.. .... 'ii, ,::*i'~',,6~, J, .
See Inform,Uon on Reverse Side ~.~. . . /. . ." ..
Y;1Jff;dT0" ,
REGISTER OF WILLS