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No 21 80 <f"~':').[}
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PETITION FOR PROBATE OF WILL AND LErrERS TESTAMENTARY
in the Estate of
MAY I RENE ALLEMAN
, deceased.
l',ary C, Lewis
To niekerel C. ,~.I'HjsrEl13n, Register of Wills for the County of Cumberland,
in the Commonweolth of Pennsylvania.
~~
Petitioner(s) are the execuL_Qt:s__ named in the Last Will and
Testament of Mav Irene Allemall___..o_._' dated .AUgu~'L,-)9.67
Decedent was 0 citizen of the United States and a resident of
if.~
Borough, Cumberland County, Commonwealth
Newville
of Pennsylvania.
Decedent died on Sunday
A. D. 19~, in the County of
the 13 th
cumberland
pennsylvania h f 72
at t e age a years,
K13~ ilRi~ her
Decedent has not been married and has not had children born to lllilln
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$4,000,00 and of real estate to the volue of
$17,000,00
os near as can be ascertained; said real
25 Broad Street, Newville, cumberland
estate situated as follows
County, pennsylvania
opply
Therefore, your petitioner(s) respectfully ~ for the probate
of the said Lost Will ond Testament and for Letters Testamentary thereon.
Dated May 1, 1980
Name and oddress
of Petitioner(s)
Simon E. Alleman and Charles F, Alleman
R.D,#6, Box 42 R,D.#3, Box 277
Shippensbur1, PA Newville, PA
7257 17241
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COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Simon E, Alleman and Charles F, Alleman
nomed in above application, being duly sworn occording to law
say(s) thot the statements set forth in this petition are true to the
best of their
sworn
knowledge and belief. ,
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and subscribed before
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me My 1 19 80
~~9J~~degist;-
Filed;
~/-f~'3~r.J
Nay 12, :.980
/1--55" '.o.:d
Attorney:
Hamilton C. Davis,
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LAST WILL AND 'rESTAMENT OF
M~ IRENE ALLEMAN
KNOW ALL MEN BY THESE PRESENTS, That I, Ma, Irene Alleman, of
Newville, Cunib.erland County, Pennsylvania, being of sound mind,
memory and understanding, do make, pUblish and declare this my Last
Will and Testament, hereby reVOking and making void any and all Wills
by me at any time reretofore made.
ITEM 1. I direct my hereinafter named Executors to pay my just
debts, funeral expenses, and costs of the administration of my estate,
as soon as may be convenient after my death.
ITEM 2. All the rest, residue and remainder of the estate of which
I die seized, be the same real, personal or mixed, and wheresoever
situa te, shall be conver ted into cash and shared equally by my six (6)
children, Simon E. Alleman, R. D. 2, Shippensburg, Pa., Carrie R. Negley,
Broad Street, Newville, Pa., Cl'arles F. Alleman, Buchanan St., Newville,
Pa., Edna M. Carbau;h, R. D. 6, Chambersburg, Pa., Robert D. Alleman,
Broad st., Newville, Pa., and Frederick L. Alleman, Broad st., Newville,
Pa.
ITEM 3. I appoint my sons, Simon E. Alleman and Charles F. Alleman~
Executors of my estate and suggest that in the settlement of my estate
they consult Garber, Garber & Fowler as their attorneys.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
17th
day of August, 1967.
/JrJ ~ tJ, ab~
(SEAL)
The writing contained on this one page
was signed and sealed by the above
Mal Irene Alleman, and by her published
alia declared as and for her Last Will and
Testament in the pr8sence of us, who have
hereunto subscribed our names as witnesses
at rer request, in rer presence, and in
the presence of each other, the 17th
day of August, 1967.
~~
OATH OF SUBSCRIBING WITNESS
COMMONWI~ALTH OF PI.;NNSYLV ANIA I ss:
COUNTY OF CUMBERLAND \
Th is,..,..,.,... .~;~.~~. '~.~" ,(~~...........,.......,....... day 0 f.......,."....... .~2.7 .~:!ft......,.........,..........., A. D" 19K9..,
before me R;cL",d IS. :,,,,L..,,,l, Hegister fill' the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ,.............
..,',............!.t!.Kfr......E...".....GA:c,.~...,...:/...:r8..:,..~......~~~".~.~........."...,.................,.,.,.."..,...
the subscribing witnesses to the foregoing instrument of wl'iting purporting to be the last Will and
Testament of ........t11.I.t!......:z:r.:f:(n~"......f!.!!f.,tJ':!.~.................... Dated ....&r)!-!.!,.t..!.7;...J.1~.'J
lateof..~,~,::B..c..C~.~.'..k....i?f...,...H.~.~.o!..uI,f.....)............,..... Cumberland County Pa., deceased
who being duly ........~~..~.~............... according to law, depose and say, that ......h.:t:.......~~.......
present, and saw and heard the testa.h..;..:;I...................., .....t!!.tJ:!........?:..CffM..e....;4Ik..m.~......
sign, seal, publish, pronounce and declare the said instrument of writing as and for h..0,....... Testament
and Last Will, and at the time of so doing ........~..~.r.............................was of sound and disposing mind
memory and understanding, to the best of ..........b../.t........................knowledge, observation and belief.
........5iY.<<...I(.'::................. and subscribed before
\,~^~ h 2- Dt~
-r.:...J~............................ .........................
j.\1fr(' r \ E. r ~ b.... J " '
..................................................................................
Rifl!1f!~.~~~~.:.i~;t.d......."..............
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
L h AY f e .5 r . ff/ Ie n1 1M. .
....."..... ,....,....... ..,... ...... .,........ .,.. ........ ,. ..... ....... ,... .....,.. ...... .,.,. ......... ...... .......,.....,.... ........ ........ ..............belng duly
.....5.~.~.r.:""'.......................... says that as nearly as can be ascertained the said decedent ,......................,..
".....~.tJf;"..,~u.~.~..../1..(k.~31b.'.........,..........,....,.~"........::.T.......,............,..........,.....died :n
..:...~!............,~.................. the ................................day of ..........Wr................................. A.D., 19..1(.."
at or about ,......JCf/~..................,... o'clock, ~.M.
............5.?~~.....................and subscribed this
............................~!'i.t.............. day of ......~:~y............
19, ..?~.., before
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C.f:;.l~...'F:.'\.}jik7,,~;:;.........,..........
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HI.... ~. ~ J_..."n,V~tet'
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PEN,NSYLV ANI^} "
COUNTY OF CUMBERLAND SS:
Before me, the Register {hI' the Probat.e of Wills and >:l'lIntin>: "I' Letters "I' Administration in and for
the County of Cumberland, personally came ..".h,6:'.I~,~....f.:....{H.\~~~.......~,J.....s\I?:1,(n..E...4:IJ.f.lfttM
who, being duly ...?"!:?.~............, do .......... depose and say that as.....f.i.f.~~;';..................""""'"''
of the last Will and Testament of ......NI..7......k(.<w.r,<(,......dI4.m~,...................................deceased
,..:f.~~........ 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. .....?w.~,\':\......... and subscribed
before me.
May 1 80
.........................................,.............. A. D., 19............
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DECREE
B 't b d 1 h 12th d f' ~"av ( 80
e I remem ere t wt on t e ........................ ay 0 .....................:....,....................., A, D., 19 ........, there
was probated and recorded the last Will and Testament "I' ....1:,.~X...~.r.'?::~...!:.~.~.:.~.~.~................................,
late of ..........~~~X.~,~.f;~........................,................. ....... Cumberland County, Pennsylvania, Deceased. Letters
Testamenlarv Simon E. ,\lleman & Charles F. Alleman
................. ........ ......... ....... .....-:...,.... \\.'crc granted to ........,..... ......... ........ ,_... ................ .... ............ ".......... ...... ......
Witness my hand and official seal the day and year aforesaid.
, ,!.f.::'f-:.~d......
.. ,Register,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I-
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55:
Charles r, ~lleman and Simon r, Alleman
-_..,._.._--_...._--_..,---~.._--_.~_.._._--_._--_.
being duly S\40rn _ _ _____n_ according to law, dopose~ and salK thatt hey_ar(;L-till'Lm<~c;J,lj;'O.LS-
._____.__.._.. ._____.____ of the Estate of _' May 1, /\lleman
the Uorough of Newville
I.te of __.' -.- _.- ____un' Cumberland County, P'" dace..ed .nd th.t the
within is .n inventory made by __.~.l:arl'=s-I":.!'Jle~~n- '" _~im.<?n_!:.:~l,~W.r~.id Executors
01 the entire e.tate of said decedent, con.isting of all the personal prop.rty and real e.tate, except raal estata outside
the Commonwealth 01 Penn.ylvania, and that the figures opposite each item 01 the Inventory rapre.ent it'. fair v.lue
a. of the dato 01 decedent's death.
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Executor. Administrator
Simon E, Alleman Charles F, Alleman
R.n.#6, Uox 43 R,D,#3, Uox 277
Sworn
and .ubscribed before me,
Shippensburg, P/\
Newville, PA
f.IF."t,i'l J. H1)V~ " FF:, l.;,)i:.trv rllb!k
r~I:J,~.,,:~,.,..lI>~., Pd.
Addr."
, .
O'Y
I\pril
Month
1980
Data of Death
13
V..r
------.----
INSTRUCTIONS
I. An inventory mu.t be filed within three months alter appointment 01 person.1 repre.entative,
2, A supplement inventory mu.t be filed within thirty days of discovery of additionai assets.
3. Additional sheets may ba attached as to personalty or realty
4. Sae Artic.le.IV, Fiduciaries Act of 1949.
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III
INFORMATION
To insure proper credit 10 your accounl, tho name of tho ostate and filo number should bo clearly print-
ed on tho check or money order.
This assessment is made in accordance with Section 70B 01 the Inheritance and ESlato Tox Act of
1961172 P.S. 9 2485,7081.
To the extent that inheritance tax is paid within three (3) months after the death of the decedent. a
discount of five 151 percent is allowed 172 P.S. 9 2465.716).
Inheritance T8)(, other than lax on a futuro interest, is due at the date of the decedent's death and becomes
delinquent at the expiration 01 nlna 191 months alter the decadent's death (72 P.S. 9 2485.711). Inheritance
TalC on B future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P,S. 9 2485.712). Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
--------------- ------ ---------- --- ---- - ------- - - - --- - --- ---------- -- - - - -- --
, 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 '2 months .060
1 days .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days ,00118 17 days .00284 27 day_ .00454
8 days .00135 16 days .00301 26 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days .00500
__ - _0__----- ------------- - --- ----- -- - - ---- - - - ----- -- - - - ---------- -----.
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this NOlice as provided by Section
100101 thelnheritancc and Estate Tax Act of 1961 (72 P.S. 92485.1001).
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
GENERAL INHERITANCE TAX INFORMATION
.
.
Unsatisfied iiabilities 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 ciaimable including the cost of administration,
attorney fees, liduciary lees, funeral and burial expenses including the cost of a burial 101, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Registcr of Wills with whom the
Inheritance Tax Return is filed. Evidence to support tile 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 chiid of the decedent who is a member of
the same household can c1ain1 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.
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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.
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
"
Rr.V.4!5!5 (1.ao)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE uF"
STATEMENT OF DEBTS
AND DEDUCTIONS
_._________.--:=-..=:-___=.=:..=--=:~..-._ __....:;~-.::___"_'_"':...=:::o.=--
Estate of ~.\ay Irene I\llemiln Date of Death ^oril 13, 1980
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Relationship to Decedent
Claimant's Address
File No.
ITEM .
OATE NAME OF PAYEE REMARKS AMOUNT
NO. .
24 7/12/80 Sam Miller auctioneer's fee 194,00
25 7/12/80 ~lae E, Barrett clerk's fee 145,00
26 Charles Alleman reimburse expenses 5,43
77 1'" ~~" ",,,, 1 n~nk "F N",.u" n ",1"" "'nn,1 2,00
28 Hamilton C. Davis reimburse costs advanced 48,10
29 Hamilton C, Davis attorney's commission 1,000.00
30 Simon E, Alleman executor's commission 514,08
31 Charles F, .I\llemiln executor's commission 514,08
32 Register of wills filin'1 fees 9,00
33 Recorder of Deeds recordin'1 fee - release 7,00
34 Reserve for contingencies 100,00
TOTAL THIS PAGE I -
2 538,69
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 est~te as deductions for Inheritance Tax purposes.
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SIGNATUHE OF ATTonNEY/FIOUCIARY
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ',"LI J";) 10
AT
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.ATE
PERCENT,
I/.??!
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 ciaimable 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 fiied. 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 Of parents who are members of the same household as the decedent.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
,. 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 coiumn 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.
Rr-V-"40 ('-aOI
COMMONWEA~ TH OF PENNSV~VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDEHT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Revorse SIde)
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_._-~_._.._~-----
- -.---...-.---.--------------.
Estate 01 .2',y.-!re>ne /\lleman
Lost Address .-2?--.!'J09ad _.f?.t.ree~______
~~vil!c, 1'/\ 17241
Dote 01 Death
^nEj.l~ 1980
175-03-1976
50ciol Security No,
Bureau File No. _
County File No.
21-80-320
{CITYl
t5Tf4Tr:l
{llPl
1. Decedent died:
( ) Intestate (without 0 will)
(X ) Testate (leaving a lost will--copy attached)
2, Is the filing of 0 Federal Estote Tax Return required for this estote? Yes ,- No ~-
3, ( X) Executor/Executrix ) Administrator! Administrotrix
Name Simon C, 1\11eman and Charles F. I\lleman
Address R, D . # 6, !1nx 43
R,D.#3, Box 277
4, All correspondence should be moiled to ( X) Attorney
) Fiduciary,
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(CITYI tSTA,'!';1 t7.1f'1
5. If an attorney is representing the estute, indicate:
Name Hamilton C, Davis, Esquire
Address 107 Biq Snrinq ./\Venue
Newville.
(CITY)
I'll
("fA TEl
17241
ClIPI
List all sale deposit boxes registered in the decedent's individuol nomel or jointly with, or os on agent or deputy
of another, or in decedent's individual name with right of occess by anotner os ogent or deputy. Include the name
and address of the bank or other institution where the sofe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent,
-
llAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WIHCH DECEDENT MAINTAINED A SAFE DEPOSIT eox
--:
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELA TIONSHIP OF JOINT
HOLDERS TO DECEDENT
First National Bank of Newville
~ay Trene 1\11eman
Under penalties 01 periury, I declare that I hove exomined this return, including occompanying schedules and
statements, and to the best 01 my knowledge and belief it is t",e, correct cnd complete.
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SIGNATU~[ OF FIDtJCI-'PV
dtir ') 1'f'i'1
,
DATE
. .
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 101 of the Inheritance and Estate Tax Act of 1961 provides thatlhe following persons shall prepme and file
a return:
a. The personal representative of the estate of the decedenl as to property of the decedent administered 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 transleree of property upon the transler of which Inheritance Tax is or may 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 01 a personal representative.
'.
2. PLACE FOR FILING
The return is to be filed in duplicate w:lh 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-monlh period.
4. 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."
5. TAX RATES
Inheritance Tax is payable at the rate of 6% on translers 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 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 agajnst any real property in the decedent's
estate or against any property belonging to a transferee liable for the tax.
B, FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, 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 tmnsfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) No,
2, Did decedent, within two years of death, transfer property frolnhimsel II herself ~~ himsel f/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 slate of decedent's heaith at lime of transfer,
d. All other information supporting nontaxabili Iy 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 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".) lli2....-
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. arove is "Yes," state whether the right was reserved in decedent alone Dr 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 "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 Dr the decedent and others? (Answer "Yes" or "No".)
REV.454 (1.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL V OWNED PROPERTY
*
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(Instructions on Reverse Side)
Estate of
~ay Irene ~lleman
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TOTAL E VALUE OF DEPARTMENT
ITEM R
DESCRIPTION MARKET c DECEDENT'S VALUATION
NO. VALUE E INTEREST lOme/a/ Usa Oil/vi
N
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NONE
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TOTAL THIS PAGE ,,/ r.., . ,
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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 property are to be
included. List roal estate first.
1, Describe ail 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 established.
2, Indicate the total market value of the jointly owned property.
3, Indicate the percentage of the decedent's interest.
4, Indicate the market value of the decedent's interest.
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INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[] Original
o Supplemental
o Remainder
File Number
21-80-0320
Estate Nome
May Irene Alleman
Dote 01 Death
04-13-80
Social Security Number 175-03-1976
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appalnt.d (nhoraanc. Tax Approlse, in and for th.. County 01 ~pr1~n~
Pennsylvania, do r.spectfully report thot I have approlsed the rool ond personel property as reparte In t . oregolng
retum at the values set forth opposite each Item in the last column to the right In Schedules "A", IIB", lIe", and "E"
Dated:
March 27, 1981
$,c/f/" / (?b/ld#.I)
INHEAITANCE TAX APPRAISER
ADJUSTMEMTS REMAIMDER APPRAISEMEMT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE OMLY)
Ro.1 Prop..'Y (Schedule Al $ 21,555 85 00+ 92+
Per.onal Property (Schedule B) 4,148 04 to+
J.lnt.Held Pr.perty (Schodule E) None 213+
Transf.r. (Schedule C) None 3D+
TOTAL GROSS ASSETS 25,70389
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Leu Debt. and Deduction. 40- 93.
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estote ~ FACTOR PRINCIPLE VALUE CODE
.0 Annuity
FOR USE OF REGISTER OML Y
TalC on $
CODE
COMPUTATION OF TAX
$
$
$
$
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Tax on $
TalC on $
Tax on $
ExemptIons
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
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Leu Crodlts
DATE OF PAYMENT
AMOUNT PAID
TAX CREDIT
S
$
INTEREST FROM
BALANCE OUE
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: ~"i" . .., '" . ".. OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
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TAX AT 6%
TAX AT 15%
II ~~~g~VED Halli1ton C. Davis En
ADDRESS 24 I. Kin street
TAX AT_%
ESTATE TAX
TOTAL TAX CREDIT
1,219.34
'--ESTATE~FORMAT~:--------------------------
DATE OF DEATH
FILE NUMBER
21-80-320
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COUNTY
MAY IUN! AL~N
CUIlberland
ill
ill
LESS DISCOUNT
PLUS % INTEREST
IFROM TO_I
DATE OF PAYMENT
Februa
6 198\
NAME OF DECEDENT
TOTAL AMOUNT PAID
1,219.34
POSTMARK DATE
lMARKS "PAID ON ACCOUNT"
SEAL
RECEIVED BY
>///./:;( f!&~{/~J
, , ( SIGNATU E
M C. L .
Refiater of Willa
REGISTER OF WILLS
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