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HomeMy WebLinkAbout80-00242 ...: H ~ ~ i . >< ~: Po< <c . ffi " .~ ~: fi ~ .' ~ 0 .~ 8 . ~ 0 H . ~ H' ~ ~ ~ N 8 g' ~ ~ S. N <:) '0 00 . - J ~.i ($ " 'tI'l. 1.0 ~ Z III . " '" , ... , . .. ,I II , LAST WILL AND TESTAl1ENT OF II , II i !I II II il I, DOROTHY L. ALBERT, of Ilechanicsburg, Cumberland County, Ii Pennsylvania, declare this to be my last \oli.ll and hereby revoke ,. Ii any and all Wills and Codicils previously made by me. I I DOROTHY L. ALBERT Item I. larder and direct the payment of all my just debts and funeral expenses as soon as conveniently may be after Ii my demise. II Item II. I bequeath the follouing items to my daughter, I DOROTHY A. KELLER, should she survive me by thirty (30) days: I my pearl ring, opa~ ring, cameo ring, four sets of good j~1elry II formerly belonging to Lorene Reynolds, my bible, Irish Colleen I music box and my binoculars. Should my daughter, DOROTHY A. \1 KELLER, not be living on the thirty-first (31st) day following II my death, I bequ~ath these items to such of the children of ! DOROTHY A. KELLER as are living on the thirty-first (31st) day I ; i after my death. I Item III. I ! JACQUELINE CLAY, should she survive me by thirty (30) days: my I diamond ring, the green stone ring formerly belonging to my I I mother. HABLE REYNOLDS, my needle holder ",ith mirror and all my I clothing. Should my daughter. JACQUELINE CLAY. not be living on , I bequeath the following items to my daughter, the thirty-first (31st) day follouing my death, I bequeath these items to such of the children of JACQUELINE CLAY as are living on the thirty-first (31st) day after my death. Page 1 of 3 1 I ~ My ~ tfU~ (SEAL) i . ! 8?9 ...I 9 E-' ...I ~ ~ z W t"! m w ~ ~? E-' n. ~ Z 10:: , 2 ~ ill ~ E-' I"' ~ ill > Ul ~ 0'6 , ; ~ '"-1 H z > E-' ~' 0 ~ " x z - ~ 0 " z e.- . ~ m w .J "" (c...lf.;.l....:l . I a <,0 ~ , 0 :>-< Z ..~ ~ 0: ~ H ::r:: o~ 0 ~ H E-' z :J H 0 - 0 m ~7' t:.~ '"".. M ~ -' 0 :J N ii' E-' P ....... 0 N ~ Ul '\ .J ~ .,. -::s- I ;::l ~ .- ..--.---.-- ... =:. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH or PENNSYLVANIA~ ss: COUNTY or 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 ...........!IJ:.thur...EA..Rany.o.ld.s..,,!.K.:.................................................................. who. being duly ....Illig.m................ do".~.......... depose and say that as ...Il1ii'.<;.\lJ.HL................................................... of the last Will and Testament of ......p.Q~Q.T.\!'!...1.:...N;!lY,!\!:.,.......................................................................... deceased .l).~..................................... 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 tD Transfer Inheritances. .~~9.E~...~.'?.............. and subscribed before me. April 8 80 '1&4i~~i~::,;~;;;: ..~~~:!:~.?~..l~t:I1.o:e.J..:J..r '::'...,................... X~thur E. Renyo uS,flll.. V"" -d 0: co: '" 0\ ~ .... '" ~ Q IJ.. 0 N OJ ~" N ...I "" N 8 ",i ~ .;< ...I !Xl N ~ N I ~ ~-d 0 - 01 . '-" : (I) ~ '" u ~i I :;j .5 ~, 0.: M f,l ~i 0 N H .", co '" ~ ~. .", (J\ , ~ N - H: 8 OJ N 1:1 0: ~ """, <>:: .", ~ '" 0: .", l ~ - <=li .. c ~ ~ '" DECREE . 9th April 80 Be It remembered that on the .......................... day of ........................................................... A. D., 19......... there was probated and recorded the last WiIl and Testament of ......D.O.RQJ:Ifi...L,...i\L.\l.1;RJ:.................................................. late of ....~p.p..:~..~~~~~...~?~.~.~l.~?.............................................. Cumberland County, Pennsylvania, Deceased. Letters ~.~.~.~~!'!~?.~.~E>:........................... ............. were granted to ... .~.:.~.~~~~...E.:... ~~ Y.!').9.J9.~................. .................................... Witness my hand and official seal the day and year aforesaid. /. f.. !..... \. ,) h e /." ~ / ...~U~.!.l...\.I:.?... r.llS:::lr ..i;:~.Lr............................ Harold B. HcLan ,Act ng l\eg ster~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: Artl1~ E:' Reynolds ...._._.. ...- --,-_. _.-~_._. .,--.--.'.-' being duly ...sj'!Q!=lL ... Executor ----~_...-.... ... late of 32 Rolo Co.urt, ~chanicsblLrg 'm'_'_" ..__, Cumberland County, Pa.. deceased and that the within is an in,entory m"do by . Arthur E,..Reynolds __ _."-' the saiL_~e_c1JJ:;or.__..__ of the entire estate of said decedent. consisting of all the personal prop.rty and real estate, except real estate outside the Cemmonwealth of Pennsylvania, and th"t the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's de"th. ... '1Ccording to I"w. depose, and ",ys that he is .-"'- ._- . of the Estate of...IkJ.r.<2.~~.J:.,-A_lb..e~.. .m._____"._ >~ (b:tft\.L"",..f~{kt~,L, --------- Elloculor . ~mini,trlltIH Box 368 M::luntain View Blvd, .... R-:-'])~-'#l-----"'---'-'" Ilauphin. PA 17018 ..----.- ----_._~_.+--,---_._-------_._--_._-_.__._.- Addrau p.l'.' '-:'\'"ofllil"'! D.y _._.il:8!l~ Month .---------..--.----.--------.------ 1980 Date of Death 20 Yur INSTRIJCTIONS I. An inventory must be filed within three months after appointment of personal represenfative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may bo attached as to personalty or realty 4. See Arlicle IV, Fiduciaries Act of 1949. r{ ! I 'j.. >- I -0 . rc( >- w I . ~ '" >- ~ . w <( bO . I 0. >- U 0 V1 ~! . ~ 0 0 w w ~ 0 .... '" >- :r: '" ,.01 N . . 6.., I- 0. U. tJl' 0. c Z ,- ...J d . ~ <( 0 .... 0 l. u. ...J .jl ~l 0. 8 :l: i W 0 <( w .;. 'I > z '" ,S'I ...l<( I'( - I, Z 0 0 c '" <J' ~ ] 0 I' V1 z ~1 0 '" U z II w <( 0' .. 0. l-<I I 'U 8 c . II - " 0 . .D 'U -" . E - ..!! 0 . ~ 0 ...J U u: '" , !. Ii~ C'l':llJ3aH03 '''~!J ~~,~lVqd~O~~H313 " 6 ~ 9lAUN OB. . ,.' ,SI;)3~ .,..I="U J3u~033lJ Inv.ntory of tho r.ol and porsonol .stot. of OOROTHY L, ALBERT d.c.os.d. ---~_._---~._. -.-.--.-------.------ 1966 Fawn Mobile Home, Serial No, 601222766 1973 Mercury Comet Sedan Dauphin Deposit Bank, Checking Account No. 10356096 Dauphin Deposit Bank, Savings Account No. 19753020 Miscellaneous Household Goods & Personal Effects ~ Total 3,500 00 850 00 121 22 1,439 99 500 00 ~ 6,411 I 21 \ . BENEFICIARIES '. '. BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE INTEREST OF (Stato full namM and oddroS$os of all who hava on IntorO$t TO DECEDENT DECEDENT TENANTS OR BENEFICIARY oithor vostod, cantingo"t or olhor i"tor~t) STATE YES ANNUITANTS IN ESTATE OR NO AT DEATH OF DECEOENT Jacqueline L. Clay Box 257, Route 2, Hal1chcsccr, PA 1731,S Dilughter Yes 50% Dorothy A, Keller Box 213, R, D, 1/3, Allentown, PA 18104 Daughter Yes 50% c: "0 0 n :t> m :t> ~ :t> 0 0 0 '" 0 Z Gl n c 0 -i s: r m Z ~ ~~ ~~ r m ^ :;JJ 'Ii, qj, m -i m Z -i -< '" m Ui ~~ '" 0 -i 0 "T1 :;JJ "T1 :t> ::J 0 0 Z "T1 "T1 0 :; r -< -< C m m en :t> :t> m :;JJ :;JJ 0 Z r :S INFORMATION PLACE FOR FI LING - The relurn is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. TIME FOR FI LING - The return is due nine months after the decedent's death, unless an extension for tiling has been applied for and granted by the Secretary of Revenue within the nine.month period. 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," J' _.' .' ....,. Item IV. 1 bequeath the follo",'inr, itel'1R to l"'y dnu?,hters \,()]to'[llY A. KELLlm nnd JACQUJ.:Lii<E CLAY, should they survive roe h)' thire:' (30) clays, to be dividcrl among, them equallY OR they n:~y bot.h IIp.ree, any disputes as to the division to be Hnall;; resolved by the impartial decision of my Executor: all jevelry not specifieJ in Item II and Item III above, four ,~atches, hone chin" and special cups, saucers and mugs, my records, books, Lr.o,m stOlle " plates and cups, any and all antique dishes and my sr-eci.al ca)'.c plates. Should either of my daughters predecease roe, or. die on or before the thirtieth (30th) day foll~ling my death, I benueat~ her share to such of her children as may be li.vin[; on the thirty- first (31st) day following my death. Item V. I devise and bequeath the rest, residue and re- mainder of my estate, of every nature and "herever situate, to my daughters DOROTHY A. KELJ..ER and JACQUELINE CLAY, shou] d they survive me by thirty (30) days. Should either of my daughters .' predecease me, or die on or pcfore" the thirtieth (30th) day follm'ling my death, 1 devise and benueath her share to such of her children as may be living on the thirty-first (31st) day follm~ing my death. Item VI. 1 hereby name, constitute and aproint MY nephew, ~ ~ ARTHUR E. REYNOLDS, JR., of Dauphin, Dauphin County, Pennsylvania, " Executor of tllis, my last Will. Item VII. I direct that my Executor shall not be requirerl to give bond for the faithful performRnce of his duties in any i. jurisdiction. , " .' lH ,JlTNESS ,mEMOF, I, DOROTHY 1.. ALBERT, the Testatrix, have hereunto set my hand this -30 day 1976. ".bove-nal"c.d ofh' ~~ (SEAL) I I \. I I i I , ~ ,~ "\'f " 'i .1., :i ,j ~I,~ I.LI~: , ~ . ~i:;:' " C' :;- ....., ..., ~;. 0" :!'. On ~.J ,,- Wi}., c:; r:'~<. o~ ~ ~~~ 0: . 0(3 '-'.... 1.:1..:.'. ~o: - ItJ;::) po ...J~.l U . , -I-' s.- Ol e. .0 ,> ~ o-l '"' ~ ~ ~ <>: c ,0 Ol '0 0_ Z ~ ~ ...:l o-l C '" 0 >- o-l <Il <>: o-l ~ .<:: s.- Vl -I-' s.- Ol ::l 0 Ol .0 s.- o. E ...l 0 0. ::l ~ '" ~ 0( A ::> U ~ M - U Z - 0 I'- I'- - 0 ~ 0 ~ I'- I'- Eo< 0 Vl 0 Z 0 Vl ~ Vl >- Eo< 0 - ~ Eo< ~ Z Z ~ z ::l 0 - 0 ~ 5 ~ ~ ~ z ::E z CI u " Z ~ ~. en ~ 8 0 P': - ~ CI ...:l PERSONAL PROPERTY - USI nil tungible and intangihlo porsonal prorlUrty owned imlivitlunlly by the dece- dont at tho time 01 doath. 1966 Fawn Mobile Home, Serial No. 601222766 1973 Mercury Corret Sedan Dauphin Deposit Bank Checking Acct. No. 10356096 Dauphin Deposit Bank Savings Acct. No. 19753020 Misc. Household Goods & Personal Effects Tot.1 JOINTl.V.QWNEO PROPERTY - Us1 :Ill rtml ann rH!r(nnAI proprrl.y O\.mfl~ by th'" rl~l('Il~",r\' wi1h '1noth';!d~\ as joint tenonts with right 01 survivorship. OONE Total TRANSFERS - List all real and personal property transferred within two years of death. OONE \:1., Tot.1 Estimnwd Duparlmunt Valulltion Mmklll Vnluo (Official Use Only) $ 3,500.00 850.00 (121.22) tY11--ill..f't" 6,439.90/ ~/a..{g/'I 500.00 $ (6,411.21 E$tim~tl)d Dep<lrtmllnt .Vllluaticin Mnrket Value (OHicinl Use Only) Estimated Market Value Department Va atl n (Official Use Only) List all safe deposit boxes registered in the decedent's individual name, or jointly with. or as an agent or deputy of another. or in decvdent's individual name with right of accoss by another as agent or deputy. Include the name and address of the bank or other Institution where the safe deposit box is located, the name(s) in vvhichthe box is registered and the relationship of the joint holders to the decedent. Name and Address of Bank or Other Institution In Which Decedent Mplntalnod a Safo Daposlt Box Name or Nomos In Which Safa Deposit Box Is Registered OONE RolPt;onshlp of Joint Holdors to Decodent NOTE: You may expedite the processing of this return by filing with it and as a part of the return, letters from financial institutions or mortgage holders. certifying to amounts 011 deposit or owed by the decedr,/.t as of the date of death. Such letters must be signed by a responsible !JUicer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name, or names in which the account is registered. BENEFICIARIES BENEFICIARIES AND ADDRESSES (Stato full nilmos and oddrossus of ull who hava nil interest either vested, contingunt or other inlurost! RELATIONSHIP TO DECEDENT SURVIVED DECEDENT srATE YES OR NO AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEOENT INTEREST OF BENEFICIARY IN ESTATE Jacqueline _1. Clay_________ _________ Box 257, Route 2, Manchester, PA 17345 Daughter Yes Ibrothy A. Kell~___________ ____ Box 213, R. D. iF3, Allentown, PA 18104 Daughter Yes 50'7, sa,,!, r '0 0 0 )> m J> ~ )> 0 0 0 Ul 0 Z Cl 0 C 0 --i ;;;: r m Z !:j .11, 'II. r m 7< " H, 'II, m --i m Z --i -< Ul m en II. Ul 0 --i 0 'T1 " ." J> :;j a 0 z "T1 :!J n ~~~ ... .. ~ (::1 .~: r ~:., C e..' -< (. ~. ::;: ~:.:; -< c: m en u_' m )> m l.I_to ~~ )> 0(. CV'\ " " 0 6..::.: I Z l.o.lW c..:l Q..a..: r c::.I-' U-J ?t.; :$ 0::'" c::.:l 0- ~~e? .~c.~ ~w <>:~ li!o:: 0 w'" 50 -'u u INFORMATION PLACE FOR FILING - ThcrC!turn is to be filed in duplicate with the Register of Wills of the county wherein thp. decedent resided. TIME FOR FI UNG -- The return is due nine months after the decedent's death, unless all extension, for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. FAILURE TO FILE RETURN - Secliol1 791 of the 19G1 SlUlute provides tiwt ", , ,allY person who willfully fails to file a return or other report required of him. . . shall he personally liable. . . to a penalty of 25% of the tux ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as dehts of like Jmount are recoverable by law," REV."1I4 EX+ (&ooIlO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-80-0242 m Original o Supplemental o Remainder Estate Name DDrothy_h._Albe~t Date af Death Social Security Number 1.=2.0.,,80 184-38-1314 REPORT OF INHERITANCE TAX APPRAISER I, the undenlgned duly appointed Inheritance Tax Appraisor In and lor the County 01 Cumberland Pennsylvania, do respectfully report that I have apprais.d tho r.ol and p.rsonal proporty os roportod in tho loragoing return at the values set forth opposite each Item in tho last column to tho right in Schedules !lA", "8", "C", and "E" Dated: March 20, 1981 ~(;;~M/d J;f.'h fiu.J.) INHERITANCE TAX APPRAISER , INVENTORY VA\.UE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ON\.Y) REMAINDER APPRAISEMENT CODE 4,850 00+ 00 10+ 92+ Real Property (Schedule A) Per,onal Property (Schedule B) Jolnt.Hold Proporty (Schedule E) Tran.fer. (Schedule C) s T'l(}T'lj::l none none 21>+ 30+ TOT A\. GROSS ASSETS ____...!!'esQ__ _0..0 LeI~ Debts and Deductions (SCHEDULE F) C\.EAR VA\.UE OF ESTATE o Lifo Estate o Annuity 40- 93- FOR tlSE OF REGISTER ONL Y Tax on $ CODE PRINCIP\.E VA\.UE CODE' I COMPUTATION OF TAX S S S S S S s t= S INTEREST TAX CREDIT -- S = S = S _,_____.____ RATE FACTDR 6% T ox on $ 15% Tox on $ Tox on $ Tax on S EKomptlons Total Estato TOTAl. TAX INTEREST FROM BALANCE TO Less Crodlts DATE OF PAYMENT AMOUNT PAID DISCOUNT S + S BA\.ANCE INTEREST FROM +' ~ III .0 ;;: ~ ..... Eo< ;;~ ~ ~ ~ "" <:: '" III '0 Z ~ ~ ...l ..... <:: 0 ~ .-l (Ij ~ <<: ..... ~ ~ '" +' ~ III ;:l 0 III .0 ~ 0. S ...l 0 0. " ~ '" ~ <: Cl :::> u ~ OJ - U Z ... 0 ~ ... ~ ~ 0 0 ~ ~ ~ !-< 0 '" 0 Z 0 '" ~ '" ~ !-< 0 - ~ Z Z !-< !-< ~ z ::1 0 ... ci ~ ~ z ~ ~ ~ z ;:g z Cl ;:l U \:) Z - ~ '" ~ 8 0 ;;': - ::= ~ Cl ...l \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* ~; ,)? "--)1 '11, t' . / ,.// A'....'J / / . t// /.{;,'(.- ' , ~.']., .". "'<1/:", . ! -I ' ..../ 01/tvt/:~(;,,(. 'f. (./ '" d ,;,.J'.'( Ii ," _ ~'l . ,," :. .......)~'. 'I .,....,.(.. /(<.r.-1't/;' (. (.. , FILE NO, ,l//,L / :' 'l.?! , " t; '+./ -./ .. .-- /,~', 1/.,..-(1.,,/. ..{, jfl)ca~ . d;, "") ./{ I ,').7 -../ ,? .:?< Ii (..",! !. I / i.f... .//"f.:';,/"U/I(~ :-'1, :.,.;1.. ,:> ,./> COUNTY FILE NO: ".r. I.,,~ ... 'v' TO:; ';~~(;I.v ';(>':d.-;'/(/ 00!1.- DATE {' ('.,. (..,~4 ESTATE I'd/' .0 / (j/' COUNTY DATE OF DEATH ,.i:!/;id.N(A'f. II C >:0 , / 1M Appraised Value 01 Estate: Real Estate $ Personal Property + ,./: ('//;-:'}"'(.I '_./(, '/.., . Jointly Held PropertylTransfers / ;11'~li.I,/<'t./'},tL;t: $ /://?(, Total Gross Estate >'i;-ll. (pr; . Totsl Approved Deductions _ "'~<Ilt'>-,,~'. /d Clear Value of Estate )', ",./4C ,C,;/...,d; -,.' " I $ / /:.' ,"C' / ,/;. I .!"I. .>r~ . -------- Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax "('i r,l 1'''(, $ I. I ,) .' c. Amount Taxable @ 6% Rate $ /' '1..) '1, I I f, f~ ._J (p tax due .. ..I 'j I-I G I V..-" 'J _ Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE, $ /,1,;J.6-/ /' '" ,: ...;;-( ..,.t:: / () (..:;,' /,L.~:..d.-',./,.",,;,{I::"It..--, ~____0~ 'It 'It * 'It 'It 'It A five percent discount totaling $ ./ / f..) ,:,:.r' / ;' will be granted if the Inheritance Tax is paid by __ Less Credits: DATE OF PAYMENT 11-, "'f, //1 -x'.:J 'C' (/ AMOUNT PAID DISCOUNT INTEREST TAX CREDIT /Ce(! IF I r: 'J' $ + $ $ = $ / d/ j.. + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balallce of Inheritance Tax from to date of payment. Interest due if paid by is : ,,' ''''j'' /; ./ $,,/' ,"J'. (/;:~(..L-/ BA\.ANCE OF PENNSYLVANIA INHERITANCE TAX DUE See Inlormiltion on Reverso Sido ,',l'. >l '_~L.'" ,',i, d;L L rU::V~807 EX (4-601 INHERITANCE TAX REFUND CALCULATION SHEET ESTATE OF .-Jb((O:.JJJ.:c1 L.. .~lL"&L&L COUNTY OF r I I I'll t':..EJtU.\.L\d.fj '- STATE FILE I ;J I ?(1.=-D_~ DOCKET # I 9.-L,S.:s DATE OF APPRAISEMENT ~~.I_'J..Q..~ Yo I .' REAL PROPERTY $ -.. - PERSONAL PROPERTY ~50.00 TRANSFERS _,,0 - JOINTLY HELD PROPERTY U/.~fr., GROSS ASS ETS S to 7 J 10(" j LESS DEBTS AND DEDUCTIONS 3~){.(() , CLEAR VALUE $ II~'S(", 51]) -- I 9S.CO 1,70~.S~ TAX@6%~5% S ID:J...:SI LESS 5% DISCOUNT ON $ PLUS 6% INTEREST FROM: I oJ ::JoIl/1> TO: "I,,,/RO .OOs"&S I I '{"'4" . (,,0 REFUND DUE $ 1()3. II / (n().12 5 7 .0'7 NET TAX DUE LESS TAX PAID REFUND CLAIMED: $ r IA)~ Sk~( 0 L/ DA TE: ~..:L( 'i! I REFUND DETERMINED: $ <:)7.D7 CALCULATED BY: