The URL can be used to link to this page

Home My WebLink About80-00312 '.0' ;:' ~ ~ . l>cI >- '~ ~ I l:I) H ,~ Cl I,;, '~ . IXl U rJl ~ . ~ ~il ; ~ \i:! u rJl .... o . ,.0 >2: . " Jl JI u:; 'lR l!\ r-l ~i \ \ \ I ! I 1 I I I Attorney: ;/ /'tI, . I !~ (DiM":> [{t:'li7 , No. 21-80' :3:t:21 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of mR7\E~ , deceased. liBllElid::B:i~)(lAC.t;:t:l.~: lV,ary C. Lewi s To . Register of Wills for the County of Cumberlond, in the Commonwealth of Pennsylvania. IS Petitioner~the execut.or--.-- named in the Lost Will and Testament of Cora E. Kunklerra)1 dated Julv -18. 1972 -. Decedent was a citizen of the United States and a resident of Township ~ Cumberland County, Commonwealth Shippensbur9 of Pennsylvania. Decedent died on the 21st day of April M-lndi'IY , State of Franklin A. D. 19..-aL, in the County of Pennsylvania at the age of 63 years. xloo:s:x xhos her Decedent has not been married and has not hod children born to ~ since the execution af the above described Will. Decedent was possessed of personal property to the value af $3,000.00 and of real estote to the value af $20,000.00 as near as can be ascertained; said real estate situated as follows Shipj:eOsburq TcMnship, currberland County. Pa. apply Therefore, your petitioner(s) respectfully ~ for the prabate of the said Last Will and Testament ond for Letters Testamentary therean. Dated Nay 1. 1980 Name and address of PetitionerWx 9~~rt ~~ 127 ROld:lUIY Foad Shippensburg, Pa. 17257 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Fobert Ma~, Executor named in above application, being duly sworn according to law say(s) that the statements set forth in this petition ore true to the best of his knowledge and belief. sworn and subscribed before ~....J ~~ to'Jay 1 19 80 \ S~~ 0 - . Register Filed; Hay 9, 1980 c:.!./-E&-d/:J- /1.J,'3.,7- ---------------------------- I. Cora E. Kunkleman. a resident of the Township of Shippens- bur~. County Df Cumberland and Commonwealth of rennsylvania. bein of sound mind and memory. do make. publish and declare this to be my Last Will and Testament. hereby revokinr. any and all Wills by me heretofore made. FIRST: I hereby direct my Executor. hereinafter named. to pay all my just debts and funeral expenses as may conveniently be done after my decease. SECOND: I ~ive. devise and bequeath all my estate. be it real. personal Dr mixed. to Robert Marpoe and Gilson Marpoe. equally. share and share alike. or their heirs. THIRD: I hereby nominate. constitute and appoint Robert Marpoe tD be the Executor of this my Last Will and Testament. IN WITNESS MiEREOF. I hereunto set my hand and seal to this my Last Will and Testament. written on one sheet of paper. /If dated this I( day of July. 1972. .-:<:r'.L~~lt'~~L~.!:!:5-~----- (SEAL This instrument was by the Testatrix. Cora E. Kunkleman. on the date hereof. sir.ned. published and declared by her to be her Last Will and Testament. in our presence. who at her request and in her presence and in the presence of each other. we believin!! her to be of sDund and disposinr. mind and memory. have hereunto subscribed our names as witnesses. k;f/ !It 1: t~q ./ ----------~-------~-;c-~------- ., ,/), , !,...L ,'I J../ I (i / I ~" " '-.- _ \I )- f, _________ ___L__~L___________ MCCREA & MCCREA AlTORHt't1l AT LAW NE\nlll[ i SHIPP[HIIIURO PUIIA. ~9 0' I tIl ~ I-< &:l ~ ~ !;;l ~ ..:l ..:l H l;:: I-< ~ ..:l ~ o to) ... '" ... :Si- "'.1:. o en.s u'" . ~ ""~. .- .. ttlZ' a ~'!!.r '" 0 o VJ ,; u_ "::11 . % ~ I j 3 J ,:..t. ~ o ~ -":" ,,',';j , .',:;\~ ,] '. " . " " . . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY 01" CUMBlmLAND \ This..................................~.~.~............................... day of ............... ...~..................... ................... A.D., 19.aU.... Imt'll3,<k~x~:xOOfh:~j,ll.~; ~':ary c. Lewis befDre me ~ Register for the Probate of Wills and granting lcttnrs of Administration in und for suid County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. Mildred C. Russell Davison, one of ................................................................................................................................................................................ the subscribing witnesses to the tbregoing instrument of writing pl1l'porting to be the last Will and Testament of ....9?~<:\..~.:..)$~~~............................................................... Dated ....~~Y...~~!.J.~.?~............ late of ......:~.~)}.~Ji'..~.~..~~~P.P.::~!?~.9....................................................... Cumberland County Pa., deceased WhD being duly ......swam........................... according to law, depose and say, that .....~h~..~@...................... present, and saw and heard the testa..t;l;;i,.li......................., .......(:;Q.J;<I.);:....)$),1T.l)s;!.!'mWl..................................... sign, seal, publish, pronounce and declare the said instrument of writing as and for h.~L......... Testament and Last Will, and at the time of SD doing .........she..................................was of sound and disposing mind memory and understanding, to the best of .......\1~L...............................knDwledge, observation and belief. .................~ro..j;g.............. and subscribed befDre '-))) VB, I. IV 1d . nlU j .....f..;..itt~;.>RUsS~~~SClr'('.....~..... .................................................................................. ~/) (, .:J?!&lck....(l.....,h:i.1c:';),............................... ~)~,gister ~x~x~ Mary C. LewJ.s .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND \ ............................................................~~~..~..........................................................................being duly ..........~.'0............................. says that as nearly as can be ascertained the said decedent .......................... ......................................Q?~<:\..l!;:..~.~~~.............................................................................................died on ..................~!'!~~y................... the ...........n~L...........day of .........l~p.!:~L............................... A.D., 19.?.9..., at or about .............~.:.~R..................... o'clock, J:'...M. ........~.m.~.g.............................and subscribed this ........................~.~~.................. day of .....~~:;-.L........... ......~~...ltl~!f.!:-::':;...................................... 19, ..~.Q..., before Z" .~;. i/,.< '._ .,' -, I / " f ,",.,,' / ..;. .:7.f,:.'o1t...~.....i (,K.f:f...::::7.:............................ Rn..tLu By ..J~H'~'" }teglster Mary C. LewJ.s OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l ". COUNTY OF CUMBERLAND ~ SS. Before me, the Register for the Probate of' Wills and granting of' l.elters of' Administration in and for the County of Cumberland. personally came ..............lPb~xt..foliI~.............................................................. who, being duly .....sworn............., do~?....... depose and say that. as......?~.9.1,\1;RX........................................... Df the last Will and 1'estament of' .....CO);<l..E...),<.~l~...................................................................deceased ............!:.e;......... will well and truly administer the goods and (:hattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to 1'ransfer Inheritances. ......~rn..t9....... and subscribed before me. \ I \ \ \ I i \ \ ! ...........!~.<;';y....~................................. A. D., 19..80....... ~4~f;::J............................. ~x~~g Mary C. Lew:l.S ......~.~m~..................................... .................................................................................. ''''; 0 :'" Ul {Q :" O'l :", :u ,....tr :'" \0 u.. \1 1'"1: m: 0 "~ , "" ..J ..-: N- o ~: 0 O'\l ~ l"'l' ..J i:O C'j 1 : '. :::: ~, 0: - ra, co, ~ .: 11J, I: ~ ;f u, Z, ~: .5 (;-I: 0 "'\ 8\ ~, 00 "0 '" I Z "0 0'\' - ... l"'l: M, 0 "~l 2 u '" ~ ... '" "0 0 "0 bll '" " - Z .: .~ [:rl '" ~ r<< DECREE Be it remembered that Dn the ........?!:'~......... day of ...............J:1!'1-Y.........................., A. D., 19 ..?9..., there was probated and recorded the last Will and Testament of ..........i?:<?~.':l..~.:..~~~~................................., late of .........Rh.~J?~l:!~g.~~h~l?.......................... Cumberland County, Pennsylvania, Deceased. Letters ..................~~~.~t:~.............. were granted to ...........~~~..~........................................................ Witness my hand and official seal the day and year aforesaid. w~ll!~!..~::::~' Register. , ~lmElrl: xJlbI:;mepAd::i:ng:X Mary C. Lewis COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: Robert Marpoe _. ._. n'_"___ .----------.---. --~---. .----..-~... - .-....-..--.- being duly swom _.. ,..,__...._ according to law. doposes and says that he ..-----,----'-- __,___:ls_e~..~tpX--_..,.._...._.""_"_"- of tho Estato of Cora E. Kunkleman late of Shippensburg TownShip , Cumborland County, Pa., deceased and that the within is an inventory m.de by,..,...., ..'_ ,..!1.:!.m_ ..,.._____ ..-- - -----'. the s.id executor of the entiro estate of said decedent. consisting of all the personal proparty and r.al estate. except re.1 estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's lair value as of the date of decedont's death, ..-..-.--.-.---.-.---- . Swomto ,__Mf3. 1J1~ --,---- e.ocutor . ~ October 127 RoxbW:Y !bad Shippensburg, Pa. 17257 Addreu Date of Death __..,~Et Day April Month 1980 YOIr INSTRUCTIONS n r- I. An inventory must be filed within three months alter appointment of personal representativ~~J 2. A supplement inventory must be filed within thirty days of discovery of additional assets. ~;~ 3. Additional sheets may be attached as to personalty or realty C!~; ",.':t:. 4. See Article IV. Fiduciaries Act of 1949. ::,:5; '~')u; (') :, .-;-) "J':.-) -, ' 00 ",:0 - ,..,~ ::::l r.::?o ","l:O ..'0 'D ,;1"1 ~..j '.,r;:! --..J .Ir~ " ." -:9 ':'I ,,,,,) ~ i"": " )" :( I I ~ I 01 M ~ I >- 1 .,; '-. I w G ~ w . .. - ~ !;;: . w w -::;- ()., 0.. I- u Ul 0 0 V> ~ W W W Ul C go .!:! ,.. J: << w I- 0.. "" C. 0.. 8 c Z I- ..J U. 0 ~ ~ 0( 0 n::\ 0 nr I u. ..J I 0.. = W 0( w , 0 '" r.i\ ~ ,;. ... <( 1\ > z ~ III Z 0 c c ~ ~ el .; II - V> z ~l 0 '" 0 -- ~ Z w 0( .-\ .. 0.. ." c , . II - -.: 0 ~ ..0 ." .... 1\ w E 0 ~ ..!! . ~ 0 ..J 0 u: lID , 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 arc claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the CDst Df a burial lot, tDmbstone Dr 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 dDmiciled 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 hDusehold as the decedent. r- 'ti I:l n ~ t"1 ;I> ~ z ;I> 0 0 rfl 1:1 C) n c I:l ...., z 3: z 1:"", t"1 t"1 ~ Z :<I ;I> ~ - 0 ~i"> Z Z tt1 ...., t"1 ...., Z ~ ~ ...., 00::: rfl t"1 - ...... rfl Z 0 tIl 0 ...., 0 "rl "rl :<I ~ :0 ~ -. 0 ~ I "rl - :0 0 "rl - Z n I ~ - "" ;I> -.J ,....., r:'.t2 t'"' I c:: Ul rfl ~ tol 0 Z C' 00::: 00::: :< t"1 tt1 ~ ~ ~ ~ '1:j P> . 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. . .~. \. SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS _(paae ..2.J.__,______, ,--." Estate of CORA E. K1JNKLEM'\N Date o( Death April 21, 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: RE.V.455 (1.80) COMMONWEALTH DF PENNSYLVANIA DEPARTMENT DF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT File No. 21-80-312 Claimant Relationship to Decedent Claimant's Address ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. Reaister of Wills Filina Inha. tax annrsmt. in""ntorv 9 00 and debts staterrent Register of Nills Filina A ,,~~. . ~n nn Ibbert Marpoe Executor's Conmission 1 R?, ,n Currberland ColIDty Recorder Filinn Release 7 nn ~rea & Davis ('AI"n; ~~,_. lR?,,7n , , - \ TOTAL THIS PAGE I 3,712.(l); , 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. JI"L-P.....i I? J11lU-iac-'- 'J~ 0 SIGNATURE OF ATTOJtNEV/FIOUCIARV O.A: E. OFFICIAL USE ONLY //)'- 1:.-/7/1" 0" I AT DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S '..!. _"' If J ---- / -5 PERCENT. //l31 \()" Pi - ,)( DATE .I .... . GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxBble estate. In additiDn tD debts incurred by the decedent or estate, Dther 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 CBn claim the exemption. In the event there is nD such spouse or child, the exemption can be claimed by a parent or parents who are members of the same househDld as the decedent. c- '1;l tl n ~ l"1 ~ ::1 - 2; 0 0 tl tJl Z n c: tl ~l Z ::: z b l"1 l"1 '" Z :>:I ~ 9 - 9 z Z l"1 .., l"1 Z 9 9 .., -< tJl l"1 - Z 0 tJl 0 ~ 9 'Tl 'Tl :>:I ~ '" ~ 0 - 'fj '" ~ 0 'fj - z n "" - ..., )- - t'j c- . c::: !9 I tJl l' l"1 ~ -< -< !< ! l"1 l"1 ~ ~ ~ - P1' . 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 explanatiDn 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. . . PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Eslate Tax Act of 1961 provides that the following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to property of the decedent admil1lstered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowl edge; b. The transferee of property upon the transfer of wliich Inheritill1ce Tax is or IlWY be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2. PL.~CE 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 months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILU:'RE TO FILE RETURN Sectio,n791 of tile 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 whichher is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law.',' , 5. TAX RATES c' 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 to all others. 6. PAYMENT OFTAX 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 are 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 Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Depallment 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 agaillst 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 shall. in accoldance with Section 793 of the 196J Statut.e, 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. REV..4!'lO 11"110' COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *~' ~'J~. . . '. ' .. . ... ~ (Instructions on Reverse Side) ESTATE OF COM E. KUNKLEMAN ---..--..-.---.-..-- ..-_... .-----.-----.------...------ ITEM ESllMATED DEPARTMENl DESCRIPTION MARKEl V ALUA nON NO. VALUE (OFFICIAy~ USE ONLY l. Public sale of real estate situated in Shippensburg 'I'chII1Ship, cUITberland County, pennsylvania, containing .64 of an acre, the sarre which orville R. Martin et ux by deed dated October 14, 1952 and recorded in Deed BOOk "D", Vol. 15, Page 176 conveyed to Earl T. Kelley who devised the sarre to Cora Kunkleman, decedent herein, ?I.S shCMl1 by decree dated July 26, 1973 and recorded 29,800.00/ in Deed Book "H", Vol. 25, Page 269 fIAA.t<Ai!I(~ c'o-tJtf(), . TOTAL THtS PAGE 29,800.00 J.'1,g~Q.CC I I , I I , i I I I . I ,REV.451 (1.801 , . COMMONWEALTH OF PENNSVLVP.NIA , DEPARTMENT OF REVENUE TRANSFER tNHERITANCE TAX RESt DENT DECEDENT SCHEDULE "s" PERSONAL PROPERTY *' (lnstruciions on Reverse Side) I Estate of I , I ('()RJ\ F. KllNT<T,F.M1\N , c. . ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL Y) l. Public sale of household goods 1,305.15 2. Cash (in billfold) 55.89 3. Savings Acct. #1-16778-0, comronwealth National Sank, Shippensburg 1,720.83 Earned interest to date of death 12.79 4. Checking Acct. #412-269024-2, comronwealth National Bank, Shippensburg, Pa. 1,182.18 5. Capital Blue cross, refund 22.35 6. Social Se=ity check for March 1980 240.10 7. Penelec, reflIDd 5.10 8. United Telephone Cbnpany, reflIDd 6.83 9. Washington National Insurance Policy proceeds 526.04 Policy #08751664 10. Metropolitan Life Insurance Policy proceeds Policy #580734706 759.67 ll. Metropolitan Life Insurance Policy proceeds Policy #125750026 459.61 12. Pro-rated share of Real Estate Tax (reflIDdl 32.08 13. Medicare, reflIDd 328.00 TOTAL THIS PAGE 6,656.62 ,. ~/ ~ ~-&I ~n~ . u - ............... REY..4U ('''SOl COMMONWEALTH OF PENNSY LV ANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX REStDENT DECEDENT ESTATE OP _ mRn. F.. KIU\TKT:RMn.N SCHEDULE "C" TRANSFERS . INSTRUCTIONS: 1. Answer the questions on reverse side, . 2. If the answer 10 any of the questions on Ihe reverse side is "Yes," provide a description ollhe property Iransferred per S h d I "A" "B " liE" 'I r t d k I I I d I I d lh d I f I I t h I f d d c e u es I I or , I S es Ima e mar e va ue a a eo ea , a es 0 rans er, 0 w om rans erre an relationship of transferees to decedent. Attach a copy of any trust deed or instrument relaling to the transferred property, ITEM ESTIMATED DEPT. VALUATION NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL Y) . 1 None None I I . I I I I \ , I I , \ . I I i I I , . : , TOTAL THIS PAGE None tJ /..A^' )Jl~ . , , . QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Oid decedent, within two yems of denlh, mnke nny trnnsfer of any Innterinl part of his estate without receiving valuable and adequate consideralion? (Answer "Yes" 01 "No".) No 2, Oid decedent, within two yenrs of death, tmnsfer property from himsel fI hersel f 10 himsel f/hersel r and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) _NQ. 3, If the answer to one or two above is "Yes" and Ihe transfers me claimed to be nontaxable, provide the fallowing information: not applicable a. Age of decedent at time of transfer, b. Copy of death certificate, c, Affidavit by the attending physician indicaling the state of decedent's health at time of transfer, d. All olher information supporting nonlaxabilily of Irnnsfer. 4, Did decedent, in his/her lifelime, make any transfer of property withoul 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 10 transferor or his/her estate or be subject to his/her power of disposilion? (Answer "Yes" or "No",) not ilpplicable b, What was the transferee's age at time of decedenl's dealh? Rot applicable 5, Did decedent in his/her lifetime make any Imnsfer 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 fromlhe property transferred? (Answer "Yes" or "No" ,) ~ b. The right to designate the persons who shall pDssess or enjoy the properly transferred or income therefrom? (Answer "Yes" or "No".) No 6. If the answer to five b. above is "Yes," stale whether the right was reserved in decedent alone or others. not ilppJ;""hJp 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 decedenl, 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 decedenlunder terms of transfer or by operation of law? (Answer "Yes" or "No",) NO 9, If the answer to eight above is "Yes," was the power to aller, amend or revoke Ihe inlerest of the beneficiary reserved in the decedent alone or the decedent and olhers? (Answer "Yes" or "No",) not ilpplicable ---------------------------- Y. COTa E. Kunkleman. a Tesident of the Township bUTF. County of CumbeTland and Commonwealth of Pennsylvania. be in of sound mind and memory. do make. publish and my Last Will and Testament. hereby revokinp any and all Wills by me heTetofore made. FIRST: I heTeby diTect my ExecutoT. heTeinafteT named. to pay all my just debts and funeral exnenses as may conveniently done afteT my decease. SECOND: I ~ive. devise and bequeath all my estate. be it Teal. peTsonal OT mixed. to RobeTt MaTnoe and Gilson MaTroe. equally. shaTe and shaTe alike. OT theiT heiTs. THIRD: I heTeby nominate. constitute and appoint RobeTt MaTroe to be the ExecutOT of this my Last Will and Testament. IN WITNESS WHEREOF. I heTeunto set my hand and seal to this my Last Will and Testament. wTitten on one sheet of papeT. dated this If lit day of July. 1972. i,,'. " .), / . i _\;!'Uk..L.J..l~x.\..:~JJ-~..!:"'~'-.....----- (SEA This instTument was by the TestatTix. COTa E. the date heTeof. si~ned. published and declaTed by heT to be Last Will and Testament. in OUT pTesence. who at heT Tequest in heT pTesence and in the pTesence of each otheT. we believinF heT to be of sound and disposin~ mind and memOTY. have heTeunto subscTibed OUT names as witnesees. ____!~~-~!t~-~:~~-~------- -1.) l.1..J.-'..L:Ll..,'-~u.-'-'-L---- MCCREA & MCCREA' "nDUIY. AT LAw NEllImu & BIIIPPUIIUII PUIlA. -REV.453 (1.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF nEVENUE TRANSFER INHEnlTANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES (Instructions an Revorso Sir/oj Estate of COM E. KlJNKLEW\N * - BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH R:Jbert Marpoe Nenhew ves sui ;uris one-h,,1f 127 R:JIDury R:Jad -, . .- ,"";-0... r.ilsl'ln Nenhew ,,,'co co,,; ;",.;" I'Ino_h,,1f R.t<: n. ,.,M ~ . -.--- --------- -.-.-.. ---- -- --. --. ------ - The above beneficiaries are living at this time except for the following: No exception NAME DATE OF DEATH INSTRUCTIONS FOR COMPLETING 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 right of survivorship. Both tangible and intangible propertv are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Schedule "A", Describe all personal property as indicated in the instructions {or Schedule "B", Include the name, address and relationship to the decedent of the co-owner (s) and the date the joint ownership was estabiished, 2, Indicate the total market vaiue of the jointlv owned property, 3, Indicate the percentage of the decedent's interest. 4, Indicate the market value of the decedent's interest. C "0 tJ n ;.- !Tl ;I- :;: % ;I- 0 0 " V1 " - Cl n c:: 0 "" Z ;: Z t'" M ;.- 9 9 t"" M ;>; % :<l Z Z M "" M "" Z P P "" ><: V1 M - <Il Z 0 V1 0 "" 9 ." i ." ~ ~ , I ;J> 0 I \~ ...; 'T1 , - 'T1 II ,g. 1;:0 0 - Z n ;:0 ;; ~ Il'j t"" "" c:: ..... . II V1 ~ tTl 0 z I :< 1P9 ><: ><: ~ tTl M " ;J> ;J> If-' iid :<l :<l U1 ..... RE'~.4A4 EX \Z.~Ol INHERITANCF, TAX ~UMMilR'( :;i IEET (I:3URE~ALJ~_S~Q~L Yl File Number ~1~_8Q~Q2l.2 Estate Name _____C9RA E. KUNKLEMlIN Date of Death I\pril 21, 19BO Sociol Securily Number _159::-09-05451\ REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appeinted Inheritence Tax Appraiser in end for the County of . Cumberland Pcnnsylvania, do respectfully report that 1 have appraised the real and personal property as reported in thc foregoing return at the valucs set forth opposite each item in the last column to thc right in Schedulcs IIA", "6", "C', and liE" Dated: December 31. 1980 .fI;I M';' J ifJ'_~.h.!li ) INHERITANCl:: TAX APPfiAI5Fr< tNVENTORY VALUE AS APPRAISED CODE ADJUSTMENTS (HARRISBU RG USE ONLY) -~,,---,---------_.,_.. --.. -- ..-- ---- Real Property (Schedule A) s 00+ 6 656 62 10+ JlOD! 2'" ~O 30+ 36,456 62 15,570 06 40- ._- --- ._-~- 20 BB6 56 FACTOR ------ PRINCIPLE Personal Property (~chedule B) Jolnt.Held Properly (Schedule E) Transfers (Schedule C) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities. . . . . . . . . . . . . . RATE FOR USE OF REGISTER ONL Y CODE Tax on S 60;' Tax on S 1 ~o; Tax on S Tax on S T a~ on S --- E~empti('lll~ Total Estate TOTAL TAX INTEREST FROM BALANCE TO Less Credih DATE OF PAYMENT INTEREST AMOUNT PAID DISCOUNT " - . S S BALANCE S _ INTEREST FRO"__ BALANCE DUE 10 S REMAINDER APPRAISEMENT CODE V ALU E COMPUTATION OF TAX S 92+ 93.. CODE L- I S_____.._ s ___.______..,______ S ----- S----- S --.----.- S ____ -.-0._-- TAX CREDIT = s -.--- ~ p:: ~ ~ .-< :; <( Po Z ~ ~ ~ 0 :>< ~ 1Il sa '" ::l III ..J . .1t, <( r.:l . - ~ t:l U :z: - .-< l\J I.- 0 0 . .-< I.- - 0 C<1 0 ~ 0 ~ I.- r.t. Eo< 0 Vl 0 :z: ci 1Il ~ Vl :>< Eo< ci - Z Eo< ~ Eo< ~ Z Z ..J 0 - ci ~ ~ ~ ~ ..J Z ::E z 0 u ~ ~ - ~ ~ 8 0 z ~ Vl - ~ 0 p.., ..J ..-.... ---r.,-, __ ~ ~ __ K:lIL ........ -=- __ z::I[ __...... ~.~iII ____ .-,,~)t~~~;.~J!"f;W;i'i'i..';:;<;.f....... '."'. '.' 'COMMONWEALTHOF,P.:I\INSYi.. VAN 104:." ',,j' ~~/i~;'n1)6"''''3' '~2' (1"'~'1,..,,>::,i~i""'i;i:;''.' . <. .,' '.' . . rb',.' ". " """i,~' 1'I0"~ "", .:'c.... .'. .DEPARTMENTPFREVENUE . ....,.,...... "i1~~;I~A::~:f;.>:J~.;9F,FIC.IALRECEn~T.PENNSVLVANIAINHERI!ANCE .-\ND ESTATE TAl( , II '. '--.. ...-...-... " 9 RECEIVED ------------------------I'OU~HOtJiiAa1l) DOl.U...'W--- _____ _ __ pj representing Pennsylvania Inheritance or = From', Estate Tax due from the following estate: Ii! RoMR Marpoll II C/O Hallilton C. navll, .Iq. ~ ~re5S 24 1f. 1liJl9 fltll'lIl1-' ~ dollors 2~ Tax on 5 $ StliPJIllMWIf9 . 'a. 17257 6%Toxoo 5 $ NOTE: Thi, TripliClte Receipt 10 be retained for audit purpoIl'tI. 15% Tax on $ $ I File No. 21 89 312 Dote of Deolh 4 21 1980- Dole of Payment "'Illy 21. 19110 '7" Tax on S Estate lox, Act of Moy 7, 1927 $ Nome of Decedent COllA B. 1<<...... - MI $ I County C'...."'.rl.Ad "PAm os ACCOUNT' TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of deoth Plus interest 01 the role of _%from to $ 4,2111.53 Remarks: $ 210.53 $ lfOO ~ [p ~~ @!i\ 'iJ~ SEA l TOTAL AMOUNT PAID $ 4.000.00 I Received by NOTE: In ,(jet.pllng Ihe hander Innerllante lox on future "Iates, priar 10 Ihe dealh of the Iile '.nonl or lenanllor yeor., 01 eyidented by Ihls r'telpt, II Is understoad that the Commanwoallh sholl nol be precluded ar preyenled lrom hereoller aluuil'l9 addlllonallnherUance lax 01 Ihe deoth of Iho life lenonl ar I.nanl for yean wheneyer II appeors Ihol such additional lox may be legally due and colletUble for any reoson whols08yer. -'--.----------------- ------- -------- -- --- ----- Jl'IFORMATlON To insure proper credit to your nCCOllflt, tllo nmno 01 tile USliHO and file numbor should he clcorlv print- ed on ,he check or money order, This assessment is made in accordanco with SncllOfl 708 of the lnherllancc and ESlDt8 Tax Act of 1961 (72 P.S. 9 2465.706). To the extent that inheritance lax is paid within three 13) months uller the death of the decedent, a discount at five {51 percent is allowed (72 P.S. 9 2465.716). 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 (91 months after the decedent's death (72 P,S. S 2485.71 1). Inheritance Tax on a future interest is payable within three (3) months after the Iranslm takes effect in possession and enjoyment and is delinquent tharaafter (72 P.S. 9 2465.712). Calculate interest trom 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 '1 days .00166 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00061 13 days .00220 23 days .00366 4 days .00066 14 days .00237 24 days .00403 6 days .00065 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00264 27 days .00464 6 days .00135 18 days .00301 26 days .00471 9 days .00152 19 days .00316 29 days .00466 10 days .00169 20 days .00335 30 days .00500 -- --------- ---------- --- - --- -- - - - --- - - - -- - - - --- -- -- - - - - --------- -----. Any party in interest, including the Commonwealth and the personal representative, not satisfied with ,he assessment may object thereto within sixty (60) days alter receipt of thiS Notice as provided by Section 1001 of the Inheritance and Estate Tax Act 01 1961 (72 P.S. S 2465.10011. Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: