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Home My WebLink About80-00264 :> :',i', '..' >:': ";,' .,.',' " :; (:' ,. . ".~ ~ " ~ CIJ ~ .' '", p., '.,:"-'.', H -', tIl CIJ . ~ >< ~ Eo< ~ ~ 1a ~ ~ H 8 ~ ',; - H 0 . ::;: " o:s: I tIl <'11 ~ ~ . r..D 0 0 N ::=: z J>; , d .... CO 0 "'.';," . - ,,' .' M " ~ .... . IU .-i 0 .... , Z III '''".' UJ '.'" , 'II No, 21.80 :~,I:;,' PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of MARY A. BALLIET , deceased. Harold B. McLane, Deppty To niCAsrel [, t.AElereoo, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. IS Petitioner(s) are the execut_~=---- named in the Last Will and Testament of Mary A. Balliet _--'' dated December 5, 1979 Decedent was a citizen of the United States and a resident of Township ~Ill~, Cumberland County, Commonwealth North Middleton of Pennsylvania. Decedent died on _ Monday the 14th day of April A. D. 19~, in the County of Cumberland State of pennsylvania at the age of 77 years. lixaIs ms he r Decedent has not been married and has not had children born to lhim< since the execution af the above described Will. Decedent was possessed of personal property to the value of I L , 0 -; '7 and of real estate to the value of ?'(0~? 00 as near os con be oscertained; said real estate situated as follows 129 Lynnwood Drive, Carlisle, Pa, apply Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated April 17. 1980 ~(""'c::\, ) .6" \~;~ 3'1 z... .c, ~'v\~(~ fru-'<-) 'S.I..J,\\\a.~s: p"iA-.Q..... , . //} 'r' ,-?/t'~-""L-('_".~ ? /cfr-c.Lf...:r M"""'- Oq~~ l,~ st. 5 w. \\,.....~ ':to/c0.;' 17'/~d COMMONWEALTH OF PENNSYLVANIA tss COUNTY OF CUMBERLAND \ Nome and address of Petitioner(s) Francis L. Balliet and Marie Dawes named in above application, being duly say(s) that the statements set forth in sworn according to law this petition are true to the best of their . knowledge and belief. /' L' m.:wom 'p,il l~nd 'Ubm'b': 9::'0" ~;:~:: ,~~ / Filed; (X/~g" -,,<'-''I- April 1.7, 1980 Attorney: Robert 0' Brien ...........) .--.......!.. /'...., I ,,-..JL .1-.:/"--~~::;--- IS~c , .' . i ' . 'II OATH OF PERSONAL REPRESENTATIVE COMMONWgALTH OF 1'1'~NNSYLVANI;\} 55: COUNTY 010' ClIMBEHLAND Before me, the He;(islllr for the Probale of Will,; aad granting of LeUers of Adrnillistl'l1lion in and for , the County of Cumberlaud, personally carne ..:\-:-:5:QY,\~,\,5....\.J:x!S.\~;~\..,..~,9......'f.<~.00D~....Q0.~;>.... c ~ t 4.;' who, being duly ..,,~).\-\l~:<::.~........, do .......... depose amI Hay that asS'l)S..~~f..'..:J..:.:...::;........M~.~\-i..i)::;;,~........ ofthe last Will and Testament of .......M..~\.4..,A\.\~f.........\\..~~\,\.~.':;..l......................................deceased ..:t.\~........ will well and truly adminisler 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 I h', ' sworn d b 'b d n ei'lLitf1(;O';, ............................ an su scn e before me. April 17 80 ........................................................ A. D., 19............ , )( ..,t!~ld.al~:d.{...'3.,ji:N....,1;,~7d::.: ....~,~p.'::~.Y... Rlduud EL Aud...~cBn, Register /~..;/':':;'c*ff4.1.r;'/~/' ~ Q' . '. ?." C/ -'\ /4tC..?,-'..-<<.:J /. /;;....e~r ...<...,.......,..............,....................,../..'7'................. S-?? . X::) tA// / ;.\:.:;'.:j.".:::'?;;~~......g....'....(;~~......{.?;~~~;':tdL... . / / "ti 0; '" UJ roo '"' O'l '" tJ ~r 0> 0 u.. N OJ 0 t-i 'tto "-1 '0'; H ~ ....J ,..1 0 f": t~-( 1..0 : ,..1 0 .-I: ..,~ ' N: ....J ~ ~ , to I ~ - " .-d (\! 0; - - 0: .~ 'M: roO $ . ::; E-.: 1-1: II: ~ I:: [.11 PI, ~~ : ~! N: '&; .~ CO 'tl 0;; 00 ~ ~ 0> roO 'tl . ~ ... (I); - 0 olI'; N .s u .a ~ g, 'tl ~ 'tl Q) lJl '" - I:: ,~ r:l '" p., ... DECREE . 17th Apri 1 80 Be It remembered that on the ......................., day of ...........,..................................... A. D,. 19 .......,. there b d d d d h I ""II d T f ~lary A. Balliet was pro ate an recor e t east" 1 an estament 0 ............................................................................, '. North Middleton Township . late of ................................ ............................................, Cumberland County. Pennsyl vama. Deceased, Letters Testamentary ....................................................... were granted to Francis L. Balliet & ~arie L. Dawes ............................................................................................ Witness my hand and official seal the day and year aforesaid. . ....:,..I.(,?;:!-;!.;Sf.~., ,(!...?!)-.';:;:"c:,;::!?,~P..t;,~ y Riduun E. J.l.a~l~bn, Register. 1-: ;.-:/tf).((;F . HEV.449 EX" (3.nO) . COMMONWEALTH OF PEt-HISYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT AFFIDAVIT QF FIDUCIARY (Instructions on Reverso Side) Estate of ~.!:~J..b.ict__.._._________ Lost Address ~~..~~~woo~.~~::e________ Carlisle, PA 17013 Date of Death IIpril 1.4, 1980 Social Security No. 168-36-3274 Bureou File No. lUTYI (ST" l'f.1 ("lIP) County File No, :'/ .' / 1. Decedent died: ( ) Intestote (without a will) ( x) Testate (leaving 0 last will--copy attached) 2. Is the filing of a Federal Estate Tax Return required for this estote? Yes_ No x 3, ( x) Executor/Executrix ) Administrator/ Adll\inistratrix Nome Francis L. Balliet Address c/o Marie Dawes, 324 Lowe St, S. Williamsport, PA 17701 (CITY) (STATE) iZIPI 4, All correspondence should be mailed to ( x) Attorney ) Fiduciary, 5, If an oHorney is representing the estate, indicate: Name Robert L. O'Brien, Esq. Address 128 S. Hanover St. Carlisle. PII 17013 (CITY) (STATE) (ZIP) * / ,/ n cx!l or- ;c~ c::'" 0 ~=;TJ "'0 -...=" 910 OJ, i9l '/}';lJ ~~ CJ "0 1'..:%.1 "'1/11 . '0 - 1f? '..:r. :::1'- .X: " 1..1_..- '. "' ~ g~~ .~, u '.; , ,'.\ ........, ",'= r~ List all safe deposit boxes registered in the decedent's individual namel or jointly with, or as an ogent or deputy of another, or in decedent's individual name with right of access by anotner os agent or deputy, Include the nome and address of the bank or other institutiJn where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent, NAME AND ADDrlESS OF E\AHK OR OTHER INSTITUTION IN WHICH aECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE OEPOSIT BOX IS REGISTERED none RELATlotlSHIP OF JOINT HOLDERS TO DECEDENT Under penolties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. ,,'-) ."} !.///~I .' i~' __~_../!LI"'C..(._~~...~.~~_.,. SIGNATURE OF FI _%./~.'-k~,/ UCIARY /Z( olPo ( D~TE PENNSYLVANIA INHERITANCE TAX GENERAL INf'OI1MATION , .._---_._-~._--- 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of tlw Inheritance and Estate Tax Act of 1961 pl()vide,~ that lhe lollowillR persons shall prcpme and file a return: a, The personal representative 01 tile eslate of lhe decedelll il5 \0 properly uj till: decedent adlllinistern<! by him and such additional property which is or lIIay be subject to Inheritance Tilx lit which he/She shilll have or aCQui re knowl edge; b. The transferee of property upon the transfer of which Inheritance Tax is or milY be imposed by the 1961 Slalute, including a trustee of property transferred intrust, plOvided lhat no separale return need be made by the transferee of property included in the return of a personal representative, 2, PLACE FOR FILING The return is to be filed in duplicate with lhe l1egister of Wills of Ihe county wherein the decedent resided. 3. TIME FOR FILING The return is due nine mnnths after the decedent's death, unless an extension lor filing has been applied for and granted by the Secretary of Revenue within the nine-IIIonth period. 4, FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully lails to file a return or other report required of him., ,shall be personally liable. . .to a penalty of 25% of tile 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 danghter,in-Iaw 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 unti I payment is made, All payments received are fi rst appl i ed 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 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 he sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. a. FILlNGOF FALSE RETURN Any person who willfully makes a false return or report required 01 him shall, in accordance with Section 793 of the . 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, sliall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. PENNSYLVANIA INHERITANCE TAX GENEHAL INFORMATION --"'-- .- 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of tile Inl1eritance and Estate Tax Act of 1961 plOvides Il1alll1e folloVllng persons sl1all prepare nnd file a return: a. Tile personal representative of Il1e estate of tile decedent as to properly of tire decl:den\ ndministllred by l1im and sucl1 additional property wl1icl1 is or may be subjeclto Inl1eritance Tnx of wliich lie/sl1e sl1all Iiave or acquire knowledge; b. The transferee of property upon the transfer of whicl1lnheritance Tax is or may be imposed by tile 1961 Stntute, including a trustee of property transferred in trust, provided Il1atno separate return need be made by tile transferee of property included in tile return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate witl1 the Register of Wills of tile cnunty wl1erein tile decedent resided. 3, TIME FOR FILING The return is due nine months after tile decedent's deatl1, unless an extension lor filing l1as been applied for and granted by tile Secretary of Revenue witl1inll1e nine,montl1 period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides tl1at " , . ,any person wl10 willfully fails to file a return or otl1er report required of l1im. . .sl1all be personally liable. . .to a penalty of 25% of tile tax ultimately found to be due or $1,000 whichever is tile lesser to be recovered by the Department of Revenue as debts 01 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-Iaw and daughter-in-law and at tile rate of 15% as to all others. 6. PAYMENTOFTAX The tax assessed on the transfer of property reported in the return is due 9 months after tile decedent's death, Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received awfirst 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 ALL.OWED. All checks should be made payable to the Register 01 Wills of the county wherein tile decedent resided and me 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 agilinst nny reill property in the decedent's estate or against any properly 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 shall, in accordilnce with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, sl1all he sentenced to PilY a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. " 30 East King Street York, Pennsylvania 11401 .______________._-'_.,._.4 .,... ...- -.... -, -..,..--,-.-------- B. TVPE Of LOAN ._,___... _____.u ,_. .......--.------ , I-J fMHA 3, IXl CONV UNINS, 5. U CONV. INS. 1. ~ H] I"I!A 4. I] VA A, U.S. DEPARTMENT Of HOUSING AND URBAN DEVELOPMENT 11 DISCLOSU R E/SETTLEM ENT STATEMENT 6. FliT NUMBEH ,,-.-- 7, LOAN NUMUER , ~ ..--..-----.--... __' _. ., __ .._._..070023212--- R. MOH1G, INS. CAst; NO. c i -=------..--......--' -,- --------,..----- . ..--- ".....' .---,...- -,,- .. ----,-- I. C. NOTE: This form i,!1 flJlnishl cd to YOu, prior 'dto Tscttlcmcllt to give YOll irllolfllillioll about your ~clllcrncnl costs, and again IIher \ ,etllem,nt to ,how I ,. .cwa cost, you ,avc p". h, plc,"nt copy of Ihc 101 '" is: , " I " D STATEMENT Of ACTUAL COSTS. Amounts paid to and by Ihc ,el,lc",en\ ,IU"'" ii'" ,hawn, I'ems ma,kcd "(p,o,c,)" were paid outside the closing; they ale shown here for informational purposes and arc not irlchlded in IOlals. \: , i. I , , , D. NAME Of BORROWER Rankin, Franklin Lee RD # 7, Box 38 [ ~.. Shippensburg, Pa. 17257 G, PROPERTY LOCATION ----]-F.--l~~~~~~~:-S~~: Loan Association 30 Cast t<ini Street York, penn~Y''''.Ini.l 17"01 ..---- --- -------------- _,____ .____~ DATES LOAN COMMITMENT ADVANCE DISCLOSURE York Federal Savings and Loan Association H. SETTLEMENT AGENT E: SELLER ' Balliet,Walter & Mary 129 Wynnwood Drive Carlisle, Pa. 17013 129 ~ynnwood Drive Carlisle, Pa. 17013 PLACE OF SETTLEMENT 180 Noble Blvd. Carlisle, Pa. 17013 8/25/80 --. '--'-'-'- ------ SE:1TL~MENT DATE OF PRORATIONS IF DiffERENT fROM SETTLEMENT , 9/23/80 J. SUMMAR V OF BORROWER'S TRANSACTION K, SUMMARV Of SELLER'S TRANSACTION 100, ~: 102. 103, GROSS AMOUNT DUE fROM BORROWER, 400, GROSS AMOUNT DUE TO SELLER' Contlacl ,ales p,;;;;------.- .. -- :::35~5QQ_:OQ.::..~Q1:::~co;;t,i~t:S~I" pricc::~=:.', =~~-'---T':'I'i, 'iOO-::OO::: Personal property __~ ~Q?-'-_~__~-.e~~~-I-I-a.lJ~!.~p~.r.~y.-~.---~.------ Settlement charges to borrower 403. (from line 1400. Section LI 1 ,910.14 -4ii4~n'..-:-=-_:~.- ---------------' 104. Ac1ustmcnts lor items paid by seller in advance: 105, ,~ _ 4..0_5~ ..f~lto",nla"~ 9/~3/8Q>_.1W1L8{\ Adj~stm'nts for items pa,d by "1\,, in advance: __4.9(>, ..Counly ,.jXes.9L2.3/8Q .10 tY.31LSQ ~%"~ ,_" 8'---'--" -Z-8"~ _._,__n 407, Ass""n",n" 10 106. Cilyltown laxes9 2'2,1 0 10 12~1 0 v ,,_ ---,..------.- _n______,_.._. _ ___ '-'<8'--- .-'-' L';-8"'- --.-1:}:Ba- 408. School la' 10 107. Counlv laxcs 2370 to _1.~.1L~ _-- -:--'-409~.--Se~~;:--.-..-' 10 108, Assessments 10 ___ ..------ --';ilJ.--"--"--;;;-- 1 09 School tax to - , __ 411, 10 11 0, Sewer to 111. to 420, GROSS AMOUNT DUE TO SELLER I :'I'i. 'i1:'1. 86 112, to NOTE: Tile lullowin9 500 dnd 600 series section are nottequirea to bf.' completed when this form is used for adviJnce disclosure of 37,424. do settlement costs prior lO settlement .. ~/ r;>. 120. 'GROSS AMOUNT DUE fROM BORROWER' AMOUNTS PAID BV OR IN BEHALf Of BORROWER: 500, REDU:.T.''O~:.I~__AM~~NT DUE TO SEL.LER' _ . ,. ---;:; c'OO 00' 501_. Payol-'_-"-'-I~~l,,"'g-'!g~e loan I Deposit or earnest money I 'r ~"j\ ....--- I I) 28:000:00 502. Payoll o!_second m~~l9age'I~_ Principal amount.o~_new ~oan s -' ~,,,--,,,-'--' .-_.- --. _.+_.,-_..~,..-- : 200. 201, 202, REV.451 EX+ (3.S0) CO,MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONALPROPERTV *' (Instructions on Reverse Side) Estate of Harv a. Balliet - ITEM ESTIMATED DEPARTMENT DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) 1 Jewelry _ see attached appraisal 550.00 2. Savings Account #968, Carlisle Building & Loan, 17 N. High St., Carlisle, PA 7,630.91 3. Checking Account #4-0145S, Farmers Trust Co. , 1 Nest High Street, Carlisle, PA 2,025.91 4. Refund from Church of God Nursing Horne, 801 Harrisburg pike, Carlisle, PA l,926.7S 5. Refund from Darr Thumma on Cancellation of insurance policies 101. 00 6. Refund on cancellation of Blue Cross/Blue Shield 51. 90 7, Refund on cancellation of phone service from UTS 8.S6 I 8. Refund from Carlisle Hospital 5,60 \ I \ I 1 : /~ .)<>-0. f.,;;;' ", TOTAL THIS PAGE 12,300.63 {/ 1 I I I I I I i QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estale without receiving valuable and adequate consideration? (Answer "Yes" or "No".) no 2, Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (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. 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",) 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".) 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 "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",) 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",) no 8, Did decedent, at any time, transfer property, the bmeficial 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 ,I'Yes" or "No".) no 9, If the answer to 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".) , , ~I!Vo454 (loeO) CpMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE "RANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "E" JOINTL Y OWNED PROPERTY ..,~::",^ t " ,I , .I ;'.... <" i (l1I5tructions on RClVU(Se Side?) Estate of Mary A. Balliet . - - P TOTAL E VALUE OF DEPARTMENT ITEM R NO. DESCRIPTION MARKET c DECEDENT'S VALUATION VALUE E INTEREST (Official (/,," OllIV) N ---< . .h T , ~ - 1 vacation Club ACCQun t , No. Farmers 'rrust Co. , 1 W, High St, , Carlisle, PA 320,00 1/2 160,00 2. Christmas Club Account, No, Farmers Trust Co., 1 W. High St. , Carlisle, PA 130,00 1/2 6S.00 Both accoun ts jointly held with Kathy Dawes, c/o Marie Dawes, 324 Lowe St" S, Williamsport, Pa. Bank has been unable to give Executors the account numbers. Accounts were trans- ferred to survivor on April 17, 1980, , - TOTAL. THIS PAGE 2.2 S;oO - -<i'i)1C -. INSTRUCTIONS FOR't:OMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with ri[lht of survivorship. Both tangible and intangible property are to be included. List roal estate first. 1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property as indicated in the instructions for Schedule "B", Include the name, address and relationship to the decedent of the co,owner (s) and the date the joint ownership was estilblished, 2, Indicate the total market value of the jointly owned property. 3. I ndicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. t: 'tl 0 n ~ tT1 > ~ Z > 0 0 0 C/l 0 - Cl n C- O -l '% ,.. '% b tT1 > 0 .... 9 t'1 ;;.: '% ;0 - Z Z t'1 -l tT1 -l Z 9 -l tT1 - 9 -< C/l '" '% 0 C/l 0 -l 9 ." ." ~ ,~ I ~ 0 I '11 - '11 I 0 - Z 0 ! ;l> t"" c: Cfl t'1 0 Z t"" -< ><: -< ~ tT1 t'1 > > ;;:l ;;:l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' ESTATE ///r' 1<1 / ,? ,/,;,7/ , ' I .,) , /. ,/\ , /1." y COUNTY FILE NO: .' l' ,. / / I - ,/ /) - ,-' (" " - DATE TO: .I~r~'''-';)~,' :l' ,,.( 1;/1{'/ "~_,' r"':r L'J.. y / /...k"I((' :...,..., / ,/ I' i ".,r I ," . ___ -II ,. Ii ;;; I ~t1.. {.t~ '[r. I ',./ " ", ,..). I ',' .' - ,,'- i'/i)1 ~. FILE NO.;/ / ',~/) - .?(,-: "'/ COUNTY {I;/1111 t,,~, (~"',{ DATE OF DEATH /i.!/), l /<'./ /"/.'i/) j " Personal Property $ "'f"~" );- t1'1 I + ./~) :0 ,,1.(',1 . I , ,,() Appraised Value of Estate: Real Estate " 1/ ..., + /; 1//'- ,/./ I /\..(} Jointly Held PropertylTransfers $ ~/;? ,.;/.:?/-: ,;1 / Total Gross Estate ,/..,~ ' ~;i"I///) Clear Value of Estate .1 - / /J / $)1 / //"/ ./ ~) ..I ./ I - Total Approved Deductions Less: Approved Charitable Exemptions $ "'/'l/)'I'! .,) /, ~ Clear Valua of Estate Subject to Tax Amount Taxable @ 6% Rate $ tax due $ Amount Taxable @ 15% Rate <; /i' . .' / /I r/'! ,') :;, - tax due ///11/<('),;(' q " $ // /U; (') X =3 I . TOTAL PENNSYLVANIA INHERITANCE TAX DUE * * .. .. * .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by /- ,/), , 0/ 11 , AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ 1/,1 it, / '11 + $ $ = $ .c/;! Ir I 9::: / - / + = + = Less Credits: DATE OF PAYMENT Interest accrues at the rate of six (6) percent per on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by annum BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ ( ;/;:/ ~/j;, .<)I-.d!.e- (f i.'bI, ,;._...........- ./"/ '" /, >c~::! Assessodby: ' ) j" f t' ,.'/, ..,.. Ag n or hi Com nwillth / . See Information on Roverse Side '/ :;' r- /j !;l.:::!-.t:..., V is iU (.;I~)'il+; C:, INFORMATION To insure proper credit to your account, tho name of tho estate and file number should be clearly print- ed on tho check or money ordor. This assessment is made in accordanctJ with Section 708 of the Inheritance and Estate Tax Act of 196 I 172 P.S, 9 2485,708), To the extent that inheritance lax is paid within threo (3) months aflar the dearh of tho decedent, a discount of livo (5) porcent is .1I0wed (72 P,S, 9 2485.716), Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P,S. 9 2485-711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. S 2485-712). Calc!.Jlate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ----------------------------------- ------------ - - ------- ---------- -- -- - ---- 1 month .005 4 months ,020 7 months ,035 10 months ,050 2 months ,010 5 months .025 8 months ,040 11 months ,055 3 monthS .015 6 months .030 9 months ,045 12 months .060 1 days ,00017 11 days .00186 21 d.ys ,00352 2 days ,00034 12 days ,00203 22 d.ys .00369 3 days ,00051 13 d.ys ,00220 23 d.ys .00386 4 days .00068 14 d.ys .00237 24 days ,00403 5 d.ys .00085 15 days .00250 25 days ,00420 6 d.ys ,00101 16 days ,00267 26 days .00437 7 deys ,00118 17 d.ys .00284 27 d.ys ,00454 8 days ,00135 18 days .00301 28 days .00471 9 days .00152 19 d.ys ,00318 29 days .00488 10 days .00169 20 days ,00335 30 deys ,00500 - - ------------------- --- - -------- -.-- - - --- --- --- ----- - - - --------- ------ Any party in interest, including the Commonwealth and the personal representative, not satIsfied with the assessment may object thereto within sixty (60) day!> ofter receipt of this Notice as provided by Se.ction 1001 of the Inherit.nce and Est.te Tax Act of 1961 (72 P.S, 9 2485.1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: n~V.4~S EX+ P.tlOI '~OM~IONWEA~TH OF PENNSV~VANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF, DEBTS AND DEDUCTIONS ___===-==----.~-~-=~=~::---"'..o.:.:..:"-""-'- _-+;..;.O.:.-....._~. ~ ,,<" Estate of Mary lI. Balliet Date of Death 4/14/~._File No,.?1 ./'.;-,,;..j WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent_ ITEM DATE NAME OF PA VEE REMARKS AMOUNT NO. 1 /17 /80 Req, of wills, Cumberland cty, Letters & Short Certificates 43.00 2 S/28/80 Carlisle Hosoital Medical Serv ices 9.90 3 S/28/80 Joseph Gibson Funeral Home Funeral Expense 2,148.00 4 1924 Greenwood Cemetery Co. Burial l"ot 50.00 S /28/80 P.P, & L, Electric bill for real estate 7.04 6 /28/80 Carlisle Propane Co, Gas bil for real estate 24.95 7 /13/80 Darr-Thumma Ins, Co. Li.ability Ins, on real estate 194,00 8. 5/16/80 Cumber land publishers Advertising 18.00 - ~ 7/11/80 Cumber land Law Journal Advertisinq 18.00 10 7/11/80 P,P. & L. Electric service for real estate 9.95 11 7/80 Stearns & williams Appraisal of jewelry 50.00 12 10/2/80 P.P. & L. Electric service for real estate 9.95 13 10/13/8C Carlisle Radiology Assoc. Medical Expenses IS.OO 14 9/23/BO Mary Barrick, Tax Collec tor Real Estate Taxes (net proration) 45.65 . , 15 9/23/80 BH Agency Inc, Realtor's commission 2,130.00 16 9/23/80 Recorder of Deeds Real Estate Transfer Tax 3SS.00 17 9/23/80 Robert L. o'Brien, Esq. Atty 0 s fees on real estate transfer 7S .00, 18 1-4/80 Dennis Line, MD Medical Serv ices , final illness 728.00 19 1-4/80 Church of God Home, Inc. Skilled Nursing care , final illness 3,020.00 , . 1 '. 20 1-4/80 Carlisle HOsplta Medical services ,final illness 6,942.50 21 Fishman & !less Atty's fees 2,401.28 22 ' Franc is Balliet & Marie Dawes Executors' fees 2,401. 28 , 23 1-4/80 MGM Pharmacy Medication , final illness . 181. 90 Claimant's P.,ddress I TOTAL THIS PAGE I 20,878.40 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 deducions for Inheritance Tax pUl"poses, ~'--1.-' . C' / / \~~ As-.)h-- ')A-'-"--v-._ c):., f'zl/66V SIGNATURE 01"'" ATTORNEY/FIDUCIARY DATE f OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S .:!,:), 15.~. ;.fO . AT /-:> PERCENT. :J-2-Y/ 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 and 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. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws, C ." i::J n :>- tn :l> :5 > 0 0 i::J C/l i::J Z Cl n c: i::J -l Z ::: Z t"' tn tn ~ Z ;:;l :>- 0 - 9 t"' Z Z tn -l tn -l Z 9 9 -l ><: Cfl tn - Cfl Z 0 C/l 0 -l 0 ." ;:;l ." ~ ~ 0 ." 5 ." - Z n - :l> t"' c: Cfl t'1 0 Z ><: ><: ~ t'1 t'1 ~ :l> ~ ;:;l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 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 responsibility for paying the debts. "" Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. I In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, I ",,,",y ''''. lid" d." ".. '" ""., .", b" d., .".M" ,",'"'1", <h. .Of' ,I · b" d., I" fomb"'" " g~' m"k" \ GENERAL INHEAITANCE TAX INFORMATION '. All debts being claimed against an estate are subject to the approval of the Register of Wilis 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 househoid 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, househoid as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws, r '" 0 n E; tTl ;J> :5 z ;J> 0 0 ~ z 0 z C) n ~ 0 ::: 1= tTl tTl r: ~ ~ 0 - 0 z Z tTl ., tTl Z 9 9 ., -:: Vl tTl - Vl Z 0 Vl 0 ., 0 "1 ,,, ~ ~ ~ 0 - "1 0 "1 - Z n - .'. ':'l ;J> .-, l"" lc. ~ ~, ' c: f._' 0.. :o~j Vl ;.--.,;, tTl ~ ~~~:~ u.. ~, 0 c r,;.. c.::)l~. ~ ~::; Z bJtJ..! c..:> ~>._j :( 0'- w 0;3 -:: -:: ""Ill c::> ' "" ~ o(S tTl tTl Uw ~J:: ;J> )> ~'" C> w::> ~ ~ 50 -,u u \ \ 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her reiationship 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 responsibilitY for paying the debts. INSTRUCTIONS FOR COMPLETING SCHEDULE "F" n cO cor" ~:::o 'r"' ~ r1~ c:: _-0 ::: :~~ ':)0 en ~ ,;,~;:o ~'~c' '0 "oil;) =" :~) "::, .. ~~? .,., I ; ~ ~:~ N .,'", :"1 C':..",: -""l" I:: '0 :') ,', ' , .\ .~ " "} ~ ,~ .~:: , lj' :-. '. '- :, - ... .. , ", , .-- " , :) -= 1 ~ z .-. ~ ~ 0 0 .. 0< ,,; .. ,,; H :;. .. '.' .:; 0 H W ~ '"' ... '- .' , '" ;;;] H ::> .' ". 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S r; .~ ~ "" '- - ... ., LETTERS ' TEStAMENT ARY " COMMONWEALTH COUNTY OF OF PENNSYLVANIA /, CUMBERLAND ) 55: BY TilE TENOIl OF TlIE~E I'I(E~EN'I'~ .' , 1, .,......,......,..,I~n:r.ct:.t~:::~:'\:nrt."~lTll ........ "dO I~:t>q" R('gish.'r for the ProhillC of Will~ ~l1d Granting Letters of Administration in and {or the County of CumlH:r1and. in tlw Comll1onw('alth of Pennsylvcmia, do make lmown unto all 1\11'1\ that 011 tht' ............................. ..........clf1y 01 ............................................ ..............,..... 19......... at Carli.!c, before nw \\'.I~ proved. appcan'c1 <Hut insinUilll'tl. TilE LAST WILL ^ND TEST^MI':NT OF ....,...",.....,' . ,..,...................,........ . ...... . ., . ~ .. . ......................, . ""'1 ! .......,.. . DECEASED. ...,.... . ............ . (a tl'lll' copy wlwl'I.()f i~ to thc~l' p\"l'~ent~ annl'x,.d). l1a\'in~ II'hibt . . . . , . . \ i \'I'd at t 11,' t illll' of ',:.. death di\'l'l'~ v;ood~ and l'hattel~, ri~l1t~ and l'n'dit" lI'ilhin till' COlllII1Cln\\'\'alth, l1y reason whereof the approbation and insinuation of lhe said 1.lsl Will and Tt.stanwnl. and the committin~ tlw Administration of all and ~in~ular. thl' g-oods and chaltels, riJlhts and creel its, whieh were of the ~aid deceased, also the Aurlitin~ till' Accounts, and Caleu- lation and 1:,,('lwnin~ of till' said Admini~tl'ation to mc art' manifl'stly known to belong-. And that Adl11ini~lration of all and singular, the ~oorl~ and ('haU"I", riv;hts and crcdit~ of the said deceased, and way coneel11ing .1.il!F.. La~t Will ancl '1\'stal11l'nt, was committed lo rF,\\:\.:I5 1.. ) .'.~.~ :;l"'T \~JlJ V,:'.:-:.:IE L. !.~;\.~',::.>-: .' d . . , . . , . . , , . . , . . . . , . . , , . , , , . , . . . ' . . . . . , , , . , . ... . , . , . ., III the ~ald Te~tal11ent name '.T,."k' h . Ii b II l.ft rl . , . . . . . , . , . , . , , , . , , . , . . . , . , . . , . . , . , , . . . , , , . , . , , . , ., av III p; rst een ( u y qua 1 e well and trul)' to administer the goods amI chattels, right ancl credits of the deceased, and make a true and perfect Inventory thereof, and exhibit the same into the Hegbter'~ oftice, in the borough of Carlisle, within thirty days frol11 this date, and also nil' a just and 'I"T'~ 11~ tnI\' account, caleulation and reckoning of , , , . , .' :": ..: , , , .. a(ll1lini~tration when lawfully required, anel elilig'entl)' and faithfully to reg-anI, aud lI'ell anci tl'ul)' comply with the pro- visions of the law l'l'lating- to Collateral and Dil'ect Inhel'itanc"~. Decedenl died oU the ;':-:: . , . da)' of , . . , . !\!'R,IL~ , , . . , , , . " Hll!9, , ., aC\'llnlin~ to afl1davit properly tHeel. In Testimony Whereof, I have hereunto set m)' luuHl an\l caused the seal of said oftke to he hl'l'cunto aflhed. dated at Carlisle aforesaid, the ."",.,..," 1 7'.l'!" , . . . . , , ' . , , . , , , .....,., . day of . , , . . . . , , ' . . .i.'.\:':r.r~ ., .. .., ., . .. . . . . . . , in the year of our Lord One Thousand Nine Bund!'c(1 and ElGIlTY , . . . . . . . . . . . . . . . . . . . . . . , . ........."....,,):/t:......:..,.L.:'...~......./:....,,;:.:;.........:.1.'.:~:..~::'.X.,.. lli...lu.."d 1:. .\I.dL .' Ill. Ih'gi~h"1' , pel' "...,..:, ;..', ',<; , . .,1.,.. , ,Deputy Registe!' " 5. I give. devise and bequeath to Pauline E. Wurfl any automobile which I may own at my death. ': " TIIIRD !i !i All the rest, residue and remainder of my estate of whatever nature and Ii i: wherever situate I give, devise and bequeath to my grandniece, .x-thy oawesand ,\ , grendnephew, John Dawes, in equal shares. ; ij 1\\ I 1\ ,; in l'OUR'I'II In addition to the powers conferred by law, I authorize my Executor, " his absolute discretion. " I: a. To retain in the torm received, end to sell either at public or I: i! private sale any real or personal prop<llrty.. i! Ii 11 \: " :1 'I confin<ic:l to legal investments, and without uqllrd to the principle of b, To manage real estate. To invest and reinvest in all forms of property without beinq c, " ~ : :' diversification, t, I ~ ,: d, To exercise any option or rights ariging fren ownership of " " i' inv('stments. " I: " e. To c(1J\pranise claims without COU1.t approval, and without the I ii consent of any beneficiary, :i !I " " n i! ;1 I"IF'l'H 1 nominate, constitute and appoint Francis L. Balliet and Marie Dawes, 1 direct of the survivor, Executors of this my last will and test"",ent; " tha t my 9n I d Executor" shall not be r..qul.red td' post any bond or give any Ii security fo1.' any purpos.... any law of the COUIIuonwealth of pennsylvania or any d ot.hllr jurisdi.ction to the contrary not..ithstanding. IN WJTNfSS WHEREOP. 1 have hereunto set my hand ann seal to thiR my " j"st will M,d testllment... consisting of two (2) typewritten pages. the first one (1) of which hears my siqOll ture in the ""ugin for the p\1rpose of identifi- j; cation this the St*- day of OVl.l.'1n8J~ , 1979. lJf:.~ 1 {? , ;fl,; /(~,*1\L) .