HomeMy WebLinkAbout80-00214
No. 2fso 214
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
HELEN M. HANSHAW
, deceased.
To Harold B. McLane, Deputy , Register of Wills for the County
of Cumberland, in the Commonwealth of Pennsylvania.
is
Petitioner(s) ClIfe( the execut or named in the Last Will and
Testament of HELEN M. HANSHAW dated March 14, 1977
Decedent was a citizen of the United States and a resident of
$ow,,~tp;
Lemoyne Borough, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on
Sunday
the
16t.h day of ,'hrch
A. D. 19_~, in the County of
Dauphin
, State of
Pennsylvania at the age of 67 years.
~ b11l11ll: her
Decedent has not been married and has not had children born to ~
since the execution of the above described Will.
Decedent was possessed of personal property to the value of Forty Thousand
($40.000.00) Dollars
and of real estate to the value of
as near as can be ascertained; said real
None
estate situated as follows
Therefore, your petitioner(s) respectfully =s for the probate
of th, ,old La,t WHr ond T"tom'nt ond fo, l,t"" T"tole ,toO' th',reon.
Dotod Mmh 25. 1980~1 ) d .
Name and address(-LY~1M/'.x \ (J/W ~
of Petitioner(s)
510 Carol Street
New Cumberland, PA 17070
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF CUMBERLAND \ ss
Thomas L. Hanshaw
-:-i~,
~
Attorney: I~illiam R. Bunt,' Esquire '
109 S. Carlisle Street
New Bloomfield, PA 17068
Filed;
::</~(o -~)
March ~l, 1980
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENN5YLVANIA~
55:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the
County of Cumberland, personally came .............,.. ~~!~.~~~,~, ,. ,~:.... .I::~.~~.~.~.~....."... ..., ........ ,.... .....,...... ........ ....... ...........
who. being duly .....~.Y!s>.~.I.:...........,' do ~!'?....,.. depose and say that as ..........?~,~g.l!.t:R.+.............................................
of the last Will and Testament of ..............I.igJ!i!.n...!":l",...!j!J.n.$.h.~K...........................,.......................,.......... 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.
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DECREE
Be it remembered that on the ........~.~.:.~........ day of ...............I:19-.+..9.D..............................., A. D., 19.~.9.... there
was probated and recorded the last Will and Testament of ...l1e.l.~n..MA...Ranshaw.................................................'
late of ..................Lemoy.ne...B.Qr.ough..............................,.,.., Cwnberland County, Pennsylvania, Deceased. Letters
...........~.:~.~.'::~.::~.~:::X........................ were granted to .. ..........~~~~~.:...~.:....~::~.:~.~::-:..............,............................
Witness m}' hand and official seal the day and year aforesaid. .1) (:
, ~~~~.J1(JS.:J~lF~~.....~.:~~.~~
. ' ' Register.
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REV:4.1 (j..,0)
COMMONWEA'L TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
L6,J:~ /O./9J"~
Estate of HELEN M. HANSHAW Date of Death March 16, 198~__ File No,
WHEN CLAIMING THE FAMILY EXEMPTION. COMPLETE THE FOLLOWING:
Claimant Thomas L. Hanshaw
Relationship to Decedent
Son
Claimant'sAddress 510 Carol Street, New Cumberland, PA 17070
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
1. 4/1/80 Westgate Apts. Apt. rent - April 280.00
2. 4/3 John Wannamaker Charge Account 23.70
3. 4/4 Exxon Charge Account 121.37
4. 4/4 Ephrata Mtn. Spring Water Bottled water 14.80
5. 4/4 WITF Pledge - contribution 15.00
6. 4/4 Pomeroy's Payoff - chest 164.82
7. 4/4 Pomeroy's Payoff - charge account 167.07
, 4/4 Electricity - March 56.86
8. P.P.&L.
9. 4/4 Bell Telephone March phone bill 21. 74
, 10, 4/4 Neiman-Marcus Charge Account 19.85
, 11. 4/4 Mastercharge Charge Account 423.58
12. 4/4 Colonial Penn Ins. Co. Refund (they overpaid her) 70.00
,1"!, , 414 Dr. A. C. Edmundowicz Medical services ,220.00
1.:1 4./4 'I'hnmas Hanshaw Probate fee , 43.00
1'i. 4/4 ,
Lemovne Postmaster Postage 15.00
-
,,:; " 4/7 Harris Savings Payoff loan.- Note 4277 10,070.82
17 4/12 'Phnm" c r.. Hanshaw Telephone expense-reimbursemenJ_ 24.07
1 Q -'II' ? u, .t.. Telephone expense-reimbursemen 25.10
, Q 4 I' ~ .1t.h hi".." '''''nk Service Charcre 5.00
?O ,II,,:; ,Tnhn Neumver Expenses '.
Funeral 2,115.70
" 4 I'':; .1111'''' Mr-Laucrhlin Refund - Entertainmentuckets 35.00
'~~ A 177 n n ',T, , "'1ectrially. 28.49,
(CONTINUED)
t TOTALTliISPAGE~ 13,960.97
I hereby certify that to the best of my knowled9, e and beliel the foregoin. sa jU, t and true statement of debts, f, unerel
, expenses and expenses of administration submitted to the tate as d ions r Inheritance Tax pur~/s/.... __
IGNATUHE OF ATTonNEY/FIDUCIARY .. ~
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S J ~ q y ~ r <j. _ AT
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PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOH RETURN
Section 701 of the Inherit,lI1ce and Estate Tax Act of 1961 provides IIlat the following persons shall prepare and file
a return:
. .
a. The personnl rcpresentntive or the estnle of the decedent ns to propelly of the decedent administered by him
and such mlditionnl properly which is or mny be subjecl to Inheritnnce Tnx of which he/she shnll have or
acqui re knowl edge;
b. The transferee of properly upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Stalute,
including a tlustee of property transferred in trust, provided that no separate return need be made by the transferee
of properly included in the return of a personal representative.
2. PLACE FOR FILING
The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided.
3. TIME FOR FILING
The return is due nine monlllS after the decedent's death,unless nn extension for filing has been applied for and
granted by the Secretary of Revenue within 1I1e nine-month period.
4. FAILURE TO FILE RETURN
Section 791 of lhe 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 10 all others.
6. PAYMENT OF TA0
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 ~re first applied to any
interest which may be due with any remainder applied to the tax. IF 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 Registerof 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 tax.
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shatl, 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.
, .
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any nwterial part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) ~_ '
2. Did decedent, within two years of death, tmnsfer property from himsel fl hersel f 10 himsel f!hersel f and another party
or parties (including a spouse) in joint nwnership? (Answer "Yes" or "No".) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer. Not applicable
b. Copy of death certi fi cate.
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".) No
a. 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 "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 valuabi'e 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 "Yes" or "No".) ~
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five b. above is "Yes," 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 "Yes" or "No".) J~
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 "Yes" or "No".) _No_
9. If the answer tn eight above is "Yes," 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".)
..
SCHEDULE "D"
BENEFICIARIES
*'
REV.4S311-801 .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(IIIstrllctions on Reverse Side)
Estate of
HELEN M. HANSHAW
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
OECED ENT BIRTH
Dana H. Kirby Daughter Yes 3 11 44 One-half
Avenue
San Francisco, CA 94118
Thomas L. Hanshaw Son Yes 7 11 40 One-half
510 Carol Street
New Cumberland PA 17070
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
NONE.
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AFFIDAVIT OF PERSONAL REPRESENTAnVE
County of Perry. IS:
THOMAS L. HANSHAW
.to '0" ...... ...,. to" ................,..... .... .....,. ".... ... ....................
1i::~~K g( the Estate of .. . .... I.ll'.LJ;:tJ. (0\, . J!~l:l9gl1\;1.. .. .. .. . .. .. .. .. . .. .. , .. ..
deceased, bein& duly . pl,'l~li'!1. . . . . . . Iccordin~ to law, depose, IlId nr. th~t the Itenu appearlnr In lhe
Inventory and Appraisement illclude alt of the personal Issets wherever slluate and .11 of the real estate In
lhe Comm onweahh of Pennsylvania of said decedent; thai the valuation. placed OfPOSIlz:eeaCh Item of said
Inventory represents Ils fllr value a5 of the date gf the decedent's d thi and thl e dent ned no real
estate outside Ihe r.nmmulIIVullh or Pellnsylvanla except thll whlc appears In I moran m at the end
or the Invrntory.
Swom and SU,bl(; ribed before me Ihis ...~.I.. . dayr:A .. .. . ~~...!.. .. .. .. .. .
of ........!'1fl.Y............. .., A. 0, 19.~9.
';:i, 0 j) A ~" Ll' /) n ..............,........................
....<~'-'.c)'.. .~-!(. ......
lINOA J. HALL, Notary Public
New Bloomfield, Perry Co., Pd.
My COl11mlssion Expires Nov. 28, 1911'!
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IUII\14 J~1I1 '141',(I!lJ~J ^lInIlJ~m 'pxnJap "" 'vcr ',' i\~'::l'pU'Elt.t~l:j'Uln::>' "aU^dl!l~'J"" 10 ~'Il
- ','" '.\l\l'f/!l'Nlll'l' ..,1'1' &!3''1:;1:f/'" 10 ~IIIU II~J PUI IIU~J~ ~41 JO ',:i6~h'::ia*:,i '~uJISJapun ~U
'Ia....torr ...d AppralMment Llat 01 Dec:edont'. ulale.
(.) GENERAL ASSETS. Within thr.. montha .fter hl4 .ppolnlment, eftl')' perlOn.l represenlltlve aball lIe with the
re.lator .n laventol')' .nd .pprll..ment., verUled hy hla l<<lIdlvltl of III real Ind peraollll OIlIte 011"" decedeat, except
rell e.tlle outllde of t"" CommonW<lIUh: Provided, Thlt .n Inc 1111')' p.nonll rep""",nllUve aballlnc!ude therela oaly
....1. for, whk:h he Ia ...poaalble. 20 PS-32O-40I.
(b) IlEAL l!:STATE OUTSIDE OF COMMONWEALTH, Th e Inventol')' .h.1I Include It t"" end I memorandum of ...1
rata to outalde of the Commonwealth, The memorlndum. .1 the election of the perlOn.ol reprelOalltlve may ladlcate
Ibe value of each Item 01 real eallle Included therein, but t"" vtlucs so Bxed .hall nol "" exlended Into tl..; total of th.
Invenlory or Included .1 re.1 e.1I1e in .ubsequent .eeounl in,.. 20 PS-320.401.
IN THE MAlTER OF THE ESTATE OF . ,.\ij';j:,);l'l.I:1.., .ID.\.NS.Ill;\W.. .d"......".'..."....
Cumber Ian
late of ... .J;.f?!l1P'y'n~, , , . , , . . , , , . " in lhe County of 1I~j(fand State of Pennsylvania, deceased.
INVENTORY AND APPRAISEMENT of th~ goods and challels, rights and credits and real estate which
wm of lhe above named ....,.".. .!!I?~f:.N. .1:1:. MJ:l~!l,l\\':I. , . . . . . . . . . . . . . , . , . . . . . ., deceased.
Taken and appraised the ...,................" day of ',......"........".".,.... t 9. " . .
(DATE OF DEATH: March 16, 1980 Adm~:'~::' ~a1...
REAL ESTATE - NONE.
1.
2.
3.
PERSONAL PROPERTY
Household furnishings
Checking Account #212-107138-1-Cornrnonwealth Nat'l Bank
Savings Account #11-0016778-0-Cornrnonwealth Nat'l Bank
Listed in name of Helen M. Hanshaw with Daniel M.
Hanshaw (husband and wife). Daniel M. Hanshaw died on
October 5, 1976.
Certificate of Deposit #001-20-11477-State Ca ital
Savings Assoc.
Certificate of Deposit #001-20-12750-State Ca ital
Savings Assoc.
Certificate of Deposit-Harris Savin s Assoc.
,Judgment Note-Judgment Creditor Helen M. Hanshaw
Judgment Debtor ThomasL. Hanshaw & Gretchen Z. Hansh
Savings Account #002-19-02894-Stae Capital Savings Assoc.
in the name of Helen M. Hanshaw until March 15, 1980
at which time account changed to Helen M. Hanshaw or
Thomas L. Hanshaw.
10,033.37
$ 2,000.00
376.36
1,559.07
4.
29,004.88
5.
2,252.28
6.
7.
15,050.07
10 000.00
8.